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 |
|---|---|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,245 | $645.6K | 0.04% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,238 | $642.0K | 0.29% | −126−9.2% | Reduced |
| Allworth Financial LP | 1,235 | $640.6K | 0.00% | +404+48.6% | Added |
| Oxford Financial Group Ltd | 1,232 | $638.8K | 0.04% | −612−33.2% | Reduced |
| Sentry Investment Management LLC | 1,231 | $638.0K | 0.25% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 1,229 | $637.3K | 0.43% | −141−10.3% | Reduced |
| Prospera Financial Services Inc | 1,222 | $635.2K | 0.02% | +84+7.4% | Added |
| RSM US Wealth Management LLC | 1,220 | $632.8K | 0.02% | −22−1.8% | Reduced |
| Accredited Investors Inc. | 1,212 | $628.5K | 0.04% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,208 | $626.4K | 0.07% | +583+93.3% | Added |
| Proequities, Inc. | 1,208 | $626.4K | 0.04% | +122+11.2% | Added |
| Hurlow Wealth Management Group, Inc. | 1,206 | $625.4K | 0.22% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 1,205 | $624.7K | 0.11% | −17−1.4% | Reduced |
| Highland Capital Management, LLC | 1,200 | $622.2K | 0.04% | −17,384−93.5% | Reduced |
| Gryphon Financial Partners LLC | 1,196 | $620.2K | 0.10% | +1,196 | New |
| Circle Wealth Management, LLC | 1,194 | $619.1K | 0.02% | +19+1.6% | Added |
| Ascent Wealth Partners, LLC | 1,193 | $618.6K | 0.09% | +21+1.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,189 | $616.7K | 0.08% | +661+125.2% | Added |
| JGP Global Gestao de Recursos Ltda. | 1,184 | $614.0K | 0.39% | −5−0.4% | Reduced |
| Sonoma Private Wealth LLC | 1,181 | $612.3K | 0.99% | +71+6.4% | Added |
| Evergreen Capital Management LLC | 1,172 | $607.7K | 0.02% | +62+5.6% | Added |
| Smartleaf Asset Management LLC | 1,157 | $601.6K | 0.12% | +423+57.6% | Added |
| Stiles Financial Services Inc | 1,159 | $601.6K | 0.24% | −21−1.8% | Reduced |
| Keel Point, LLC | 1,157 | $600.0K | 0.06% | +191+19.8% | Added |
| Vestor Capital, LLC | 1,156 | $599.0K | 0.05% | −6−0.5% | Reduced |
| Monarch Capital Management Inc | 1,153 | $597.9K | 0.17% | −55−4.6% | Reduced |
| Sage Mountain Advisors LLC | 1,152 | $597.4K | 0.06% | +97+9.2% | Added |
| Sound View Wealth Advisors Group, LLC | 1,147 | $594.9K | 0.06% | −57−4.7% | Reduced |
| SRS Capital Advisors, Inc. | 1,145 | $594.1K | 0.06% | +65+6.0% | Added |
| Eqis Capital Management, Inc. | 1,145 | $593.8K | 0.05% | −504−30.6% | Reduced |
| Weinberger Asset Management, Inc | 1,143 | $592.7K | 0.29% | +6+0.5% | Added |
| Colonial Trust Co | 1,142 | $592.4K | 0.11% | −5−0.4% | Reduced |
| J.W. Cole Advisors, Inc. | 1,137 | $589.1K | 0.03% | +143+14.4% | Added |
| Capula Management Ltd | 1,135 | $588.5K | 0.02% | +234+26.0% | Added |
| XTX Topco Ltd | 1,131 | $586.5K | 0.08% | +653+136.6% | Added |
| Cardiff Park Advisors, LLC | 1,128 | $584.9K | 0.06% | 00.0% | Unchanged |
| Keystone Financial Services | 1,124 | $583.0K | 0.25% | −10−0.9% | Reduced |
| Moneta Group Investment Advisors LLC | 1,122 | $581.8K | 0.01% | +9+0.8% | Added |
| JB Capital LLC | 1,120 | $580.9K | 0.04% | −75−6.3% | Reduced |
| 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 |
| Change Path, LLC | 1,112 | $577.0K | 0.02% | +326+41.5% | Added |
| Country Club Bank | 1,107 | $574.0K | 0.04% | −40−3.5% | 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 |
| Penserra Capital Management LLC | 1,101 | $570.0K | 0.01% | −1,029−48.3% | Reduced |
| Fulton Bank, N.A. | 1,099 | $569.9K | 0.02% | −50−4.4% | Reduced |
| Heritage Trust Co | 1,096 | $568.3K | 0.08% | +1,096 | New |
| NVWM, LLC | 1,095 | $567.8K | 0.16% | −18−1.6% | Reduced |
| Trust Point Inc. | 1,094 | $567.3K | 0.04% | +14+1.3% | Added |
| Vantage Financial Partners, LLC | 1,090 | $565.3K | 0.15% | +1,090 | New |
| Cim Investment Mangement Inc | 1,089 | $564.7K | 0.17% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 1,088 | $564.2K | 0.26% | +451+70.8% | Added |
| Lifeworks Advisors, LLC | 1,080 | $560.0K | 0.16% | +147+15.8% | Added |
| PBMares Wealth Management LLC | 1,079 | $559.4K | 0.15% | +57+5.6% | Added |
| Legacy Advisors, LLC | 1,076 | $557.9K | 0.07% | −16−1.5% | Reduced |
| First Western Trust Bank | 1,067 | $553.3K | 0.03% | −56−5.0% | Reduced |
| Whalen Wealth Management Inc. | 1,064 | $551.7K | 0.41% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 1,053 | $545.8K | 0.02% | +142+15.6% | Added |
| Cornerstone Wealth Group, LLC | 1,052 | $545.6K | 0.05% | +112+11.9% | 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 |
| 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 |
| Affinity Investment Advisors, LLC | 1,047 | $542.9K | 0.40% | −7−0.7% | Reduced |
| Farther Finance Advisors, LLC | 1,046 | $539.7K | 0.03% | +102+10.8% | 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 |
| VELA Investment Management, LLC | 1,029 | $533.6K | 0.20% | +11+1.1% | Added |
| Signet Financial Management, LLC | 1,025 | $531.5K | 0.07% | −36−3.4% | Reduced |
| Gladstone Institutional Advisory LLC | 1,023 | $530.5K | 0.03% | −149−12.7% | Reduced |
| Basepoint Wealth LLC | 1,020 | $528.9K | 0.40% | −4−0.4% | Reduced |
| Hengehold Capital Management LLC | 1,018 | $528.1K | 0.06% | +1+0.1% | Added |
| Legacy Capital Wealth Partners, LLC | 1,168 | $526.5K | 0.37% | +1,168 | New |
| EverSource Wealth Advisors, LLC | 993 | $525.0K | 0.04% | −131−11.7% | Reduced |
| Dean Investment Associates, LLC | 1,009 | $523.2K | 0.07% | −111−9.9% | Reduced |
| Kuhn & Co Investment Counsel | 1,006 | $521.7K | 0.49% | 00.0% | Unchanged |
| Lee Financial Co | 1,003 | $520.1K | 0.09% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,003 | $520.1K | 0.02% | −37−3.6% | Reduced |
| Bell Investment Advisors, Inc | 1,003 | $519.9K | 0.10% | +14+1.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 1,001 | $518.8K | 0.04% | +1,001 | New |
| Lantern Wealth Advisors, LLC | 1,000 | $518.5K | 0.36% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 998 | $517.5K | 0.04% | 00.0% | Unchanged |
| Avestar Capital, LLC | 998 | $517.5K | 0.06% | +221+28.4% | Added |
| StoneX Group Inc. | 991 | $513.9K | 0.05% | +447+82.2% | Added |
| Capital Investment Advisory Services, LLC | 989 | $512.8K | 0.05% | −47−4.5% | Reduced |
| Carr Financial Group Corp | 985 | $510.8K | 0.17% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 962 | $499.0K | 0.25% | +27+2.9% | Added |
| KFG Wealth Management, LLC | 962 | $498.8K | 0.20% | −40−4.0% | Reduced |
| NBC Securities, Inc. | 960 | $497.0K | 0.05% | +13+1.4% | Added |
| Latitude Advisors, LLC | 957 | $496.0K | 0.31% | +32+3.5% | Added |
| Advisory Alpha, LLC | 955 | $495.3K | 0.02% | +387+68.1% | Added |
| Compton Wealth Advisory Group, LLC | 954 | $494.7K | 0.14% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 953 | $494.2K | 0.06% | −20−2.1% | Reduced |
| Thoroughbred Financial Services, LLC | 950 | $492.0K | 0.05% | −1,338−58.5% | Reduced |
| GSB Wealth Management, LLC | 945 | $489.8K | 0.14% | +2+0.2% | Added |
| Ritter Daniher Financial Advisory LLC | 942 | $488.5K | 0.16% | 00.0% | Unchanged |
| Everett Harris & Co | 941 | $487.9K | 0.01% | 00.0% | Unchanged |