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 |
|---|---|---|---|---|---|
| Commerzbank Aktiengesellschaft | 1,857 | $963.0K | 0.03% | +990+114.2% | Added |
| Bremer Bank National Association | 1,880 | $974.9K | 0.18% | −36−1.9% | Reduced |
| Salomon & Ludwin, LLC | 1,881 | $975.4K | 0.08% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 1,888 | $981.3K | 0.01% | +110+6.2% | Added |
| Analyst IMS Investment Management Services Ltd. | 1,894 | $982.0K | 0.04% | 00.0% | Unchanged |
| Nomura Holdings Inc | 1,895 | $982.6K | 0.01% | −2,887−60.4% | Reduced |
| Seeds Investor LLC | 1,898 | $984.0K | 0.91% | +85+4.7% | Added |
| Garde Capital, Inc. | 1,901 | $985.0K | 0.07% | +27+1.4% | Added |
| Sanders Morris Harris LLC | 1,900 | $985.2K | 0.19% | 00.0% | Unchanged |
| Balentine LLC | 1,905 | $987.7K | 0.03% | −43−2.2% | Reduced |
| Austin Private Wealth, LLC | 1,966 | $994.8K | 0.11% | +1+0.1% | Added |
| GAMMA Investing LLC | 1,923 | $997.2K | 0.20% | +369+23.7% | Added |
| Hillsdale Investment Management Inc. | 1,934 | $1.00M | 0.08% | −390−16.8% | Reduced |
| Clarius Group, LLC | 1,939 | $1.01M | 0.07% | −278−12.5% | Reduced |
| NorthRock Partners, LLC | 1,939 | $1.01M | 0.04% | +182+10.4% | Added |
| Harbor Investment Advisory, LLC | 1,946 | $1.01M | 0.11% | −60−3.0% | Reduced |
| Ballentine Partners, LLC | 1,974 | $1.02M | 0.02% | +78+4.1% | Added |
| Frisch Financial Group, Inc. | 1,981 | $1.03M | 0.34% | +6+0.3% | Added |
| Willner & Heller, LLC | 1,985 | $1.03M | 1.02% | −54−2.6% | Reduced |
| Glenview Trust Co | 1,999 | $1.04M | 0.02% | −54−2.6% | Reduced |
| Strategic Advisors LLC | 2,000 | $1.04M | 0.20% | +1+0.1% | Added |
| Harbert Fund Advisors, Inc. | 2,000 | $1.04M | 0.71% | −750−27.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 2,000 | $1.04M | 0.13% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 2,000 | $1.04M | 0.67% | 00.0% | Unchanged |
| 1st Source Bank | 2,005 | $1.04M | 0.06% | −217−9.8% | Reduced |
| Kirtland Hills Capital Management, LLC | 1,958 | $1.05M | 0.90% | +1,958 | New |
| RFG Advisory, LLC | 2,016 | $1.05M | 0.04% | −18−0.9% | Reduced |
| New England Research & Management, Inc. | 2,025 | $1.05M | 0.52% | +125+6.6% | Added |
| Cidel Asset Management Inc | 2,025 | $1.05M | 0.08% | +47+2.4% | Added |
| Pacific Global Investment Management CO | 2,051 | $1.06M | 0.20% | +40+2.0% | Added |
| Hohimer Wealth Management, LLC | 2,052 | $1.06M | 0.25% | +39+1.9% | Added |
| Daymark Wealth Partners, LLC | 2,056 | $1.07M | 0.06% | −324−13.6% | Reduced |
| Gratus Wealth Advisors, LLC | 2,035 | $1.07M | 0.20% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 2,065 | $1.07M | 0.82% | 00.0% | Unchanged |
| Fiduciary Trust Co | 2,066 | $1.07M | 0.02% | +7+0.3% | Added |
| Strategic Financial Services, Inc, | 2,083 | $1.08M | 0.07% | −1,754−45.7% | Reduced |
| Vanguard Capital Wealth Advisors | 2,100 | $1.09M | 0.77% | +7+0.3% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 2,100 | $1.09M | 0.23% | +2,100 | New |
| Walleye Trading LLC | 2,107 | $1.09M | 0.02% | −21,598−91.1% | Reduced |
| Financial Counselors Inc | 2,111 | $1.09M | 0.02% | +64+3.1% | Added |
| Delphi Management Inc | 2,112 | $1.09M | 0.85% | +17+0.8% | Added |
| Roundview Capital LLC | 2,117 | $1.10M | 0.09% | +36+1.7% | Added |
| Quadrant Capital Group LLC | 2,149 | $1.11M | 0.09% | −101−4.5% | Reduced |
| Bard Financial Services, Inc. | 2,150 | $1.11M | 0.12% | 00.0% | Unchanged |
| Verdad Advisers, LP | 2,150 | $1.11M | 1.21% | +2,150 | New |
| Buckley Wealth Management, LLC | 2,162 | $1.12M | 0.36% | +17+0.8% | Added |
| DGS Capital Management, LLC | 2,174 | $1.13M | 0.32% | +1,022+88.7% | Added |
| Mission Wealth Management, LP | 2,176 | $1.13M | 0.03% | +173+8.6% | Added |
| Moors & Cabot, Inc. | 2,187 | $1.13M | 0.06% | +61+2.9% | Added |
| Romano Brothers and Company | 2,210 | $1.15M | 0.16% | −11−0.5% | Reduced |
| Graypoint LLC | 2,228 | $1.16M | 0.08% | +247+12.5% | Added |
| InTrack Investment Management Inc | 2,228 | $1.16M | 0.86% | −400−15.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,233 | $1.16M | 0.13% | 00.0% | Unchanged |
| Sigma Planning Corp | 2,237 | $1.16M | 0.04% | +1,578+239.5% | Added |
| Pure Financial Advisors, Inc. | 2,243 | $1.16M | 0.04% | +22+1.0% | Added |
| Nilsine Partners, LLC | 2,252 | $1.17M | 0.16% | +701+45.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 2,257 | $1.17M | 0.01% | −22,878−91.0% | Reduced |
| SeaCrest Wealth Management, LLC | 2,263 | $1.17M | 0.14% | −47−2.0% | Reduced |
| Horizon Investments, LLC | 2,272 | $1.18M | 0.03% | +10+0.4% | Added |
| WSFS Capital Management, LLC | 2,279 | $1.18M | 0.07% | −160−6.6% | Reduced |
| Herold Advisors, Inc. | 2,287 | $1.19M | 0.29% | +5+0.2% | Added |
| Central Trust Co | 2,297 | $1.19M | 0.03% | +34+1.5% | Added |
| Financial Security Advisor, Inc. | 2,319 | $1.20M | 0.42% | +3+0.1% | Added |
| Souders Financial Advisors | 2,319 | $1.20M | 0.19% | −45−1.9% | Reduced |
| Stableford Capital II LLC | 2,324 | $1.21M | 0.48% | +4+0.2% | Added |
| CSS LLC | 2,350 | $1.22M | 0.10% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,355 | $1.22M | 0.22% | +561+31.3% | Added |
| Perigon Wealth Management, LLC | 2,369 | $1.23M | 0.04% | +351+17.4% | Added |
| Fox Run Management, L.L.C. | 2,382 | $1.24M | 0.27% | +2,382 | New |
| Fidelis Capital Partners, LLC | 2,384 | $1.24M | 0.19% | +840+54.4% | Added |
| Leonteq Securities AG | 2,386 | $1.24M | 0.17% | +491+25.9% | Added |
| National Asset Management, Inc. | 2,855 | $1.24M | 0.03% | +172+6.4% | Added |
| Retirement Guys Formula LLC | 2,401 | $1.25M | 0.61% | +286+13.5% | Added |
| First Business Financial Services, Inc. | 2,404 | $1.25M | 0.13% | +14+0.6% | Added |
| Fortem Financial Group, LLC | 2,420 | $1.25M | 0.55% | +144+6.3% | Added |
| Aptus Capital Advisors, LLC | 2,426 | $1.26M | 0.03% | −15,333−86.3% | Reduced |
| Trueblood Wealth Management, LLC | 2,436 | $1.26M | 0.72% | +34+1.4% | Added |
| 9258 Wealth Management, LLC | 2,437 | $1.26M | 0.20% | +2+0.1% | Added |
| Principle Wealth Partners LLC | 2,450 | $1.27M | 0.10% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 2,472 | $1.28M | 0.03% | −110−4.3% | Reduced |
| Cigna Investments Inc | 2,497 | $1.29M | 0.25% | −25−1.0% | Reduced |
| Richwood Investment Advisors, LLC | 2,509 | $1.30M | 1.16% | −37−1.5% | Reduced |
| Bayesian Capital Management, LP | 2,510 | $1.30M | 0.12% | +1,561+164.5% | Added |
| Qtron Investments LLC | 2,523 | $1.31M | 0.19% | +239+10.5% | Added |
| Pitcairn Co | 2,529 | $1.31M | 0.08% | +107+4.4% | Added |
| Ameritas Investment Partners, Inc. | 2,541 | $1.32M | 0.05% | −70−2.7% | Reduced |
| Handelsinvest Investeringsforvaltning | 2,567 | $1.33M | 0.64% | −464−15.3% | Reduced |
| Benchmark Investment Advisors LLC | 2,598 | $1.35M | 1.06% | −1,472−36.2% | Reduced |
| Rehmann Capital Advisory Group | 2,600 | $1.35M | 0.10% | +649+33.3% | Added |
| Oxford Wealth Group, LLC | 2,605 | $1.35M | 1.23% | +2,605 | New |
| Copperleaf Capital, LLC | 2,622 | $1.36M | 1.18% | +111+4.4% | Added |
| Checchi Capital Advisers, LLC | 2,623 | $1.36M | 0.11% | +34+1.3% | Added |
| Asset Dedication, LLC | 2,630 | $1.37M | 0.10% | +366+16.2% | Added |
| Insight Inv LLC | 2,645 | $1.37M | 1.19% | 00.0% | Unchanged |
| Foresight Global Investors, Inc. | 2,645 | $1.37M | 0.68% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 2,650 | $1.37M | 0.25% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,654 | $1.38M | 0.09% | −150−5.3% | Reduced |
| Mutual Advisors, LLC | 2,683 | $1.39M | 0.04% | +474+21.5% | Added |
| Matisse Capital | 2,687 | $1.39M | 0.67% | −200−6.9% | Reduced |
| Trust Asset Management LLC | 2,711 | $1.41M | 0.12% | 00.0% | Unchanged |