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 |
|---|---|---|---|---|---|
| United Community Bank | 1,329 | $689.1K | 0.27% | −773−36.8% | Reduced |
| Apella Capital, LLC | 1,341 | $689.6K | 0.03% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,332 | $690.7K | 0.04% | +710+114.1% | Added |
| SRB Corp | 1,344 | $696.9K | 0.04% | +262+24.2% | Added |
| Edgestream Partners, L.P. | 1,346 | $698.0K | 0.03% | +1,346 | New |
| Carnegie Capital Asset Management, LLC | 1,347 | $698.5K | 0.02% | −54−3.9% | Reduced |
| Massmutual Trust Co FSB | 1,347 | $698.5K | 0.02% | +25+1.9% | Added |
| Banco BTG Pactual S.A. | 1,350 | $700.0K | 0.22% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1,352 | $701.1K | 0.05% | +127+10.4% | Added |
| Brookstone Capital Management | 1,356 | $703.0K | 0.01% | −252−15.7% | Reduced |
| Salem Investment Counselors Inc | 1,369 | $709.9K | 0.02% | +58+4.4% | Added |
| Systematic Financial Management LP | 1,386 | $718.7K | 0.02% | +1,350+3,750.0% | Added |
| Scientech Research LLC | 1,387 | $719.2K | 0.38% | +1,387 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,389 | $720.6K | 0.03% | +786+130.3% | Added |
| Shelton Capital Management | 1,390 | $720.8K | 0.02% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 1,410 | $731.2K | 0.33% | +9+0.6% | Added |
| Premier Path Wealth Partners, LLC | 1,411 | $731.8K | 0.14% | −25−1.7% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 1,414 | $733.2K | 0.13% | −6,124−81.2% | Reduced |
| Quent Capital, LLC | 1,424 | $738.7K | 0.09% | −4−0.3% | Reduced |
| Centric Wealth Management | 1,403 | $741.6K | 0.24% | +1,403 | New |
| Wesbanco Bank Inc | 1,436 | $744.6K | 0.03% | −28−1.9% | Reduced |
| Indie Asset Partners, LLC | 1,438 | $745.9K | 0.66% | −75−5.0% | Reduced |
| Prudent Man Advisors, LLC | 1,440 | $746.7K | 0.28% | −2−0.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,444 | $748.5K | 0.01% | −203−12.3% | Reduced |
| Citizens Financial Group Inc | 1,446 | $749.8K | 0.03% | +37+2.6% | Added |
| Wealth Management Associates, Inc. | 1,387 | $751.7K | 0.35% | −28−2.0% | Reduced |
| Tobam | 1,455 | $754.0K | 0.07% | −86−5.6% | Reduced |
| Miracle Mile Advisors, LLC | 1,455 | $754.4K | 0.02% | +9+0.6% | Added |
| Power Wealth Management LLC | 1,455 | $754.5K | 0.47% | +564+63.3% | Added |
| Taylor Hoffman Wealth Management | 1,457 | $755.5K | 0.32% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,457 | $755.5K | 0.27% | +535+58.0% | Added |
| Wealthcare Advisory Partners LLC | 1,459 | $756.8K | 0.02% | +254+21.1% | Added |
| Advisors Capital Management, LLC | 1,476 | $766.0K | 0.01% | +1+0.1% | Added |
| H&H Retirement Design & Management INC | 1,453 | $773.3K | 0.51% | +1,453 | New |
| Private Trust Co NA | 1,502 | $778.6K | 0.08% | +65+4.5% | Added |
| Vise Technologies, Inc. | 1,506 | $780.9K | 0.15% | −252−14.3% | Reduced |
| Skopos Labs, Inc. | 1,515 | $781.7K | 0.34% | +228+17.7% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,511 | $783.5K | 1.51% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,512 | $784.0K | 0.02% | +187+14.1% | Added |
| ROI Financial Advisors, LLC | 1,519 | $788.0K | 0.62% | −44−2.8% | Reduced |
| Middleton & Co Inc | 1,525 | $790.8K | 0.09% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 1,526 | $791.2K | 0.14% | +30+2.0% | Added |
| Buckingham Capital Management, Inc. | 1,526 | $791.3K | 0.10% | +1,526 | New |
| J. W. Coons Advisors, LLC | 1,530 | $793.4K | 0.18% | −85−5.3% | Reduced |
| Money Concepts Capital Corp | 1,530 | $793.5K | 0.07% | −65−4.1% | Reduced |
| Twinbeech Capital LP | 1,531 | $793.9K | 0.02% | −53,336−97.2% | Reduced |
| Smithbridge Asset Management Inc | 1,532 | $794.4K | 0.16% | −143−8.5% | Reduced |
| Thomasville National Bank | 1,550 | $803.7K | 0.07% | −5−0.3% | Reduced |
| Michael B. Yongue | 1,565 | $811.5K | 0.71% | 00.0% | Unchanged |
| WBI Investments | 1,567 | $812.5K | 0.17% | +1,567 | New |
| Compass Wealth Management LLC | 1,568 | $813.1K | 0.20% | 00.0% | Unchanged |
| Terry L. Blaker | 1,582 | $820.3K | 0.06% | −20−1.2% | Reduced |
| Hollencrest Capital Management | 1,585 | $821.9K | 0.04% | +48+3.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,585 | $821.9K | 0.03% | +1,585 | New |
| EP Wealth Advisors, LLC | 1,593 | $826.1K | 0.01% | −1,084−40.5% | Reduced |
| Systematic Alpha Investments, LLC | 1,597 | $828.1K | 0.03% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 1,598 | $828.7K | 0.76% | +1,598 | New |
| Plancorp, LLC | 1,599 | $829.1K | 0.04% | +55+3.6% | Added |
| Belpointe Asset Management LLC | 1,605 | $832.4K | 0.06% | +104+6.9% | Added |
| LRI Investments, LLC | 1,606 | $832.8K | 0.21% | +1,606 | New |
| Buckingham Strategic Wealth, LLC | 1,611 | $835.4K | 0.01% | −183−10.2% | Reduced |
| Grey Street Capital, LLC | 1,622 | $841.0K | 0.11% | +1,622 | New |
| Twin Capital Management Inc | 1,623 | $841.6K | 0.10% | −21−1.3% | Reduced |
| PDS Planning, Inc | 1,629 | $844.7K | 0.09% | +110+7.2% | Added |
| McLean Asset Management Corp | 1,645 | $846.1K | 0.29% | −35−2.1% | Reduced |
| Concord Asset Management, LLC | 1,633 | $846.8K | 0.22% | +271+19.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,642 | $851.4K | 0.09% | +7+0.4% | Added |
| Brogan Financial, Inc. | 1,645 | $853.2K | 0.56% | +5+0.3% | Added |
| Linden Thomas Advisory Services, LLC | 1,646 | $853.5K | 0.14% | +104+6.7% | Added |
| Beacon Financial Group | 1,647 | $854.3K | 0.10% | −68−4.0% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,649 | $855.1K | 0.30% | −58−3.4% | Reduced |
| Moloney Securities Asset Management, LLC | 1,650 | $855.7K | 0.13% | −427−20.6% | Reduced |
| Detalus Advisors, LLC | 1,653 | $857.3K | 0.31% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,656 | $858.7K | 0.13% | −2−0.1% | Reduced |
| Kapstone Financial Advisors LLC | 1,657 | $859.5K | 0.59% | +129+8.4% | Added |
| Axxcess Wealth Management, LLC | 1,679 | $870.6K | 0.02% | +392+30.5% | Added |
| Global Trust Asset Management, LLC | 1,686 | $874.4K | 0.36% | −31−1.8% | Reduced |
| Ameritas Advisory Services, LLC | 1,680 | $875.9K | 0.04% | −189−10.1% | Reduced |
| Ronald Blue Trust, Inc. | 1,696 | $879.2K | 0.01% | +746+78.5% | Added |
| Meridian Wealth Management, LLC | 1,696 | $879.4K | 0.15% | +461+37.3% | Added |
| Busey Wealth Management | 1,701 | $882.0K | 0.03% | +25+1.5% | Added |
| Conning Inc. | 1,702 | $882.6K | 0.03% | −43−2.5% | Reduced |
| Outlook Wealth Advisors, LLC | 1,711 | $887.4K | 0.27% | −90−5.0% | Reduced |
| WESPAC Advisors SoCal, LLC | 1,713 | $888.4K | 0.23% | +150+9.6% | Added |
| Genesee Capital Advisors, LLC | 1,714 | $888.5K | 0.49% | +18+1.1% | Added |
| Foster & Motley Inc | 1,742 | $903.0K | 0.06% | −254−12.7% | Reduced |
| Clearstead Advisors, LLC | 1,691 | $911.1K | 0.05% | +4+0.2% | Added |
| Defined Wealth Management, LLC | 1,757 | $911.1K | 0.65% | +1+0.1% | Added |
| Sendero Wealth Management, LLC | 1,774 | $919.9K | 0.16% | −694−28.1% | Reduced |
| Valmark Advisers, Inc. | 1,778 | $921.8K | 0.02% | +249+16.3% | Added |
| Northern Financial Advisors Inc | 1,778 | $922.0K | 0.72% | +312+21.3% | Added |
| Campbell & CO Investment Adviser LLC | 1,778 | $922.0K | 0.08% | +1,778 | New |
| Modern Wealth Management, LLC | 1,792 | $929.2K | 0.09% | +1,013+130.0% | Added |
| Versor Investments LP | 1,801 | $933.9K | 0.19% | +1,801 | New |
| Verus Financial Partners, Inc. | 1,808 | $937.4K | 0.11% | +1+0.1% | Added |
| Congress Wealth Management LLC | 1,813 | $941.1K | 0.02% | −260−12.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,819 | $943.2K | 0.00% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 1,820 | $943.7K | 0.15% | +240+15.2% | Added |
| Wedmont Private Capital | 1,853 | $953.2K | 0.07% | +86+4.9% | Added |
| Procyon Private Wealth Partners, LLC | 1,857 | $962.8K | 0.07% | −13−0.7% | Reduced |