Elevance Health, Inc.
ELV- Exchange
- NYSE
- Industry
- Hospital & Medical Service Plans
- SEC CIK
- 0001156039
In the last 90 days, Elevance Health, Inc. insiders filed 2 open-market purchases and 0 sales; 1,615 institutions reported holding it in 13F filings for Q2 2026, worth $76.8B in total; superinvestors Harris Associates (Oakmark) and Baupost Group hold it.
13F holders, Q1 2024
Institutional positions in Elevance Health, Inc. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,672
- +36 vs. Q4 2023
- Shares held
- 207.9M
- +419.1K (+0.2%) vs. Q4 2023
- Total value
- $107.7B
- +$9.84B (+10.1%) vs. Q4 2023
- New holders
- 159
- 672 more added
- Sold out
- 123
- 545 more reduced
24 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ELV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,615 | $76.8B |
| Q1 2026 | 1,473 | $57.1B |
| Q4 2025 | 1,557 | $71.0B |
| Q3 2025 | 1,512 | $63.3B |
| Q2 2025 | 1,596 | $79.7B |
| Q1 2025 | 1,667 | $88.6B |
| Q4 2024 | 1,609 | $76.5B |
| Q3 2024 | 1,702 | $107.2B |
| Q2 2024 | 1,712 | $112.7B |
| Q1 2024 | 1,672 | $107.7B |
| Q4 2023 | 1,660 | $98.1B |
| Q3 2023 | 1,531 | $90.8B |
| Q2 2023 | 1,529 | $93.1B |
| Q1 2023 | 1,521 | $96.9B |
| Q4 2022 | 1,550 | $108.8B |
| Q3 2022 | 1,448 | $97.0B |
| Q2 2022 | 1,443 | $103.2B |
| Q1 2022 | 1,423 | $105.7B |
| Q4 2021 | 1,375 | $99.3B |
| Q3 2021 | 1,221 | $80.6B |
| Q2 2021 | 1,239 | $82.8B |
| Q1 2021 | 1,215 | $78.2B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Signet Financial Management, LLC | 1,025 | $531.5K | 0.07% | −36−3.4% | Reduced |
| VELA Investment Management, LLC | 1,029 | $533.6K | 0.20% | +11+1.1% | Added |
| Burke & Herbert Bank & Trust Co | 1,040 | $539.3K | 0.41% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 1,040 | $539.3K | 0.05% | +291+38.9% | Added |
| Farther Finance Advisors, LLC | 1,046 | $539.7K | 0.03% | +102+10.8% | Added |
| Affinity Investment Advisors, LLC | 1,047 | $542.9K | 0.40% | −7−0.7% | Reduced |
| Alpha Omega Wealth Management LLC | 1,049 | $543.9K | 0.10% | 00.0% | Unchanged |
| Aspiriant, LLC | 1,049 | $543.9K | 0.02% | +10+1.0% | Added |
| Texas Yale Capital Corp. | 1,050 | $544.5K | 0.02% | 00.0% | Unchanged |
| Campion Asset Management LLC | 1,050 | $544.5K | 0.42% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,050 | $544.5K | 0.08% | +2+0.2% | Added |
| Maven Securities LTD | 1,050 | $544.5K | 0.03% | +394+60.1% | Added |
| Cornerstone Wealth Group, LLC | 1,052 | $545.6K | 0.05% | +112+11.9% | Added |
| IHT Wealth Management, LLC | 1,053 | $545.8K | 0.02% | +142+15.6% | Added |
| Whalen Wealth Management Inc. | 1,064 | $551.7K | 0.41% | 00.0% | Unchanged |
| First Western Trust Bank | 1,067 | $553.3K | 0.03% | −56−5.0% | Reduced |
| Legacy Advisors, LLC | 1,076 | $557.9K | 0.07% | −16−1.5% | Reduced |
| PBMares Wealth Management LLC | 1,079 | $559.4K | 0.15% | +57+5.6% | Added |
| Lifeworks Advisors, LLC | 1,080 | $560.0K | 0.16% | +147+15.8% | Added |
| FSB Premier Wealth Management, Inc. | 1,088 | $564.2K | 0.26% | +451+70.8% | Added |
| Cim Investment Mangement Inc | 1,089 | $564.7K | 0.17% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 1,090 | $565.3K | 0.15% | +1,090 | New |
| Trust Point Inc. | 1,094 | $567.3K | 0.04% | +14+1.3% | Added |
| NVWM, LLC | 1,095 | $567.8K | 0.16% | −18−1.6% | Reduced |
| Heritage Trust Co | 1,096 | $568.3K | 0.08% | +1,096 | New |
| Fulton Bank, N.A. | 1,099 | $569.9K | 0.02% | −50−4.4% | Reduced |
| Penserra Capital Management LLC | 1,101 | $570.0K | 0.01% | −1,029−48.3% | Reduced |
| Dodge & Cox | 1,100 | $570.4K | 0.00% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 1,100 | $570.4K | 0.06% | +1,100 | New |
| Country Club Bank | 1,107 | $574.0K | 0.04% | −40−3.5% | Reduced |
| Change Path, LLC | 1,112 | $577.0K | 0.02% | +326+41.5% | Added |
| Farmers Trust Co | 1,119 | $580.2K | 0.12% | −18−1.6% | Reduced |
| Everhart Financial Group, Inc. | 1,119 | $580.2K | 0.17% | +171+18.0% | Added |
| JB Capital LLC | 1,120 | $580.9K | 0.04% | −75−6.3% | Reduced |
| Moneta Group Investment Advisors LLC | 1,122 | $581.8K | 0.01% | +9+0.8% | Added |
| Keystone Financial Services | 1,124 | $583.0K | 0.25% | −10−0.9% | Reduced |
| Cardiff Park Advisors, LLC | 1,128 | $584.9K | 0.06% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,131 | $586.5K | 0.08% | +653+136.6% | Added |
| Capula Management Ltd | 1,135 | $588.5K | 0.02% | +234+26.0% | Added |
| J.W. Cole Advisors, Inc. | 1,137 | $589.1K | 0.03% | +143+14.4% | Added |
| Colonial Trust Co | 1,142 | $592.4K | 0.11% | −5−0.4% | Reduced |
| Weinberger Asset Management, Inc | 1,143 | $592.7K | 0.29% | +6+0.5% | Added |
| Eqis Capital Management, Inc. | 1,145 | $593.8K | 0.05% | −504−30.6% | Reduced |
| SRS Capital Advisors, Inc. | 1,145 | $594.1K | 0.06% | +65+6.0% | Added |
| Sound View Wealth Advisors Group, LLC | 1,147 | $594.9K | 0.06% | −57−4.7% | Reduced |
| Sage Mountain Advisors LLC | 1,152 | $597.4K | 0.06% | +97+9.2% | Added |
| Monarch Capital Management Inc | 1,153 | $597.9K | 0.17% | −55−4.6% | Reduced |
| Vestor Capital, LLC | 1,156 | $599.0K | 0.05% | −6−0.5% | Reduced |
| Keel Point, LLC | 1,157 | $600.0K | 0.06% | +191+19.8% | Added |
| Stiles Financial Services Inc | 1,159 | $601.6K | 0.24% | −21−1.8% | Reduced |
| Smartleaf Asset Management LLC | 1,157 | $601.6K | 0.12% | +423+57.6% | Added |
| Evergreen Capital Management LLC | 1,172 | $607.7K | 0.02% | +62+5.6% | Added |
| Sonoma Private Wealth LLC | 1,181 | $612.3K | 0.99% | +71+6.4% | Added |
| JGP Global Gestao de Recursos Ltda. | 1,184 | $614.0K | 0.39% | −5−0.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,189 | $616.7K | 0.08% | +661+125.2% | Added |
| Ascent Wealth Partners, LLC | 1,193 | $618.6K | 0.09% | +21+1.8% | Added |
| Circle Wealth Management, LLC | 1,194 | $619.1K | 0.02% | +19+1.6% | Added |
| Gryphon Financial Partners LLC | 1,196 | $620.2K | 0.10% | +1,196 | New |
| Highland Capital Management, LLC | 1,200 | $622.2K | 0.04% | −17,384−93.5% | Reduced |
| CFO4Life Group, LLC | 1,205 | $624.7K | 0.11% | −17−1.4% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,206 | $625.4K | 0.22% | 00.0% | Unchanged |
| Proequities, Inc. | 1,208 | $626.4K | 0.04% | +122+11.2% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,208 | $626.4K | 0.07% | +583+93.3% | Added |
| Accredited Investors Inc. | 1,212 | $628.5K | 0.04% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,220 | $632.8K | 0.02% | −22−1.8% | Reduced |
| Prospera Financial Services Inc | 1,222 | $635.2K | 0.02% | +84+7.4% | Added |
| Tranquilli Financial Advisor LLC | 1,229 | $637.3K | 0.43% | −141−10.3% | Reduced |
| Sentry Investment Management LLC | 1,231 | $638.0K | 0.25% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 1,232 | $638.8K | 0.04% | −612−33.2% | Reduced |
| Allworth Financial LP | 1,235 | $640.6K | 0.00% | +404+48.6% | Added |
| Palisades Hudson Asset Management, L.P. | 1,238 | $642.0K | 0.29% | −126−9.2% | Reduced |
| Joel Isaacson & Co., LLC | 1,245 | $645.6K | 0.04% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,246 | $646.1K | 0.02% | −64−4.9% | Reduced |
| Bedel Financial Consulting, Inc. | 1,247 | $646.6K | 0.10% | +20+1.6% | Added |
| Patrick M Sweeney & Associates, Inc | 1,248 | $646.9K | 0.53% | +30+2.5% | Added |
| First National Bank of Hutchinson | 1,248 | $647.1K | 0.43% | +14+1.1% | Added |
| Pathway Financial Advisers, LLC | 1,248 | $647.3K | 0.23% | +9+0.7% | Added |
| Magnetar Financial LLC | 1,250 | $648.2K | 0.01% | +1,250 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,253 | $649.7K | 0.28% | 00.0% | Unchanged |
| Holderness Investments Co | 1,256 | $651.4K | 0.16% | +75+6.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 1,261 | $653.9K | 0.02% | +8+0.6% | Added |
| Northwest Bancshares, Inc. | 1,266 | $656.5K | 0.10% | +54+4.5% | Added |
| Harbour Investments, Inc. | 1,267 | $656.9K | 0.02% | +32+2.6% | Added |
| Solidarilty Wealth, LLC | 1,268 | $657.5K | 0.21% | 00.0% | Unchanged |
| First Foundation Advisors | 1,273 | $660.1K | 0.03% | −307−19.4% | Reduced |
| Shufro Rose & Co LLC | 1,275 | $661.1K | 0.05% | −25−1.9% | Reduced |
| Fundamentun, LLC | 1,279 | $663.6K | 0.06% | +49+4.0% | Added |
| Keystone Financial Group | 1,282 | $664.5K | 0.10% | −54−4.0% | Reduced |
| Okabena Investment Services Inc | 1,291 | $669.4K | 0.22% | −145−10.1% | Reduced |
| Stony Point Wealth Management Inc. | 1,292 | $669.8K | 0.29% | −108−7.7% | Reduced |
| Constitution Capital LLC | 1,300 | $674.1K | 0.38% | 00.0% | Unchanged |
| Arden Trust Co | 1,303 | $675.7K | 0.09% | −99−7.1% | Reduced |
| Great Diamond Partners, LLC | 1,307 | $677.7K | 0.16% | −27−2.0% | Reduced |
| Baxter Bros Inc | 1,309 | $678.8K | 0.09% | +25+1.9% | Added |
| Mission Creek Capital Partners, Inc. | 1,312 | $680.4K | 0.18% | +470+55.8% | Added |
| Humankind Investments LLC | 1,314 | $681.4K | 0.18% | −20−1.5% | Reduced |
| KG&L Capital Management,LLC | 1,323 | $686.0K | 0.27% | +312+30.9% | Added |
| Wealth Alliance | 1,324 | $686.7K | 0.09% | −13−1.0% | Reduced |
| Concurrent Investment Advisors, LLC | 1,325 | $686.9K | 0.03% | −10−0.7% | Reduced |
| Ransom Advisory, Ltd | 1,325 | $687.1K | 0.37% | +1,325 | New |