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 |
|---|---|---|---|---|---|
| Western Wealth Management, LLC | 934 | $484.1K | 0.04% | −1,927−67.4% | Reduced |
| Dakota Wealth Management | 930 | $482.2K | 0.01% | +306+49.0% | Added |
| First Affirmative Financial Network | 927 | $480.4K | 0.35% | +28+3.1% | Added |
| Spire Wealth Management | 926 | $480.3K | 0.01% | −130−12.3% | Reduced |
| Fullerton Fund Management Co Ltd. | 924 | $479.1K | 0.02% | +924 | New |
| Independence Bank of Kentucky | 923 | $478.6K | 0.14% | +297+47.4% | Added |
| Kapitalo Investimentos Ltda | 915 | $474.5K | 0.10% | −378−29.2% | Reduced |
| First Financial Bank - Trust Division | 915 | $474.5K | 0.05% | −2−0.2% | Reduced |
| Brown Brothers Harriman & Co | 912 | $472.9K | 0.00% | −147−13.9% | Reduced |
| Wealth Advisory Solutions, LLC | 908 | $470.8K | 0.12% | +158+21.1% | Added |
| Zacks Investment Management | 903 | $468.1K | 0.00% | −39−4.1% | Reduced |
| HFG Advisors, Inc. | 903 | $468.0K | 0.42% | −45−4.7% | Reduced |
| Horan Securities, Inc. | 901 | $467.2K | 0.22% | 00.0% | Unchanged |
| St Germain D J Co Inc | 899 | $466.2K | 0.02% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 898 | $465.7K | 0.18% | +350+63.9% | Added |
| Hilltop Partners LLC | 896 | $464.6K | 0.17% | −4−0.4% | Reduced |
| Blueshift Asset Management, LLC | 892 | $462.5K | 0.24% | −410−31.5% | Reduced |
| Client 1st Advisory Group, LLC | 883 | $457.9K | 0.21% | +127+16.8% | Added |
| Drive Wealth Management, LLC | 882 | $457.1K | 0.13% | +35+4.1% | Added |
| Whalerock Point Partners, LLC | 877 | $454.8K | 0.12% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 875 | $453.7K | 0.06% | +44+5.3% | Added |
| First Horizon Advisors, Inc. | 873 | $452.8K | 0.01% | +38+4.6% | Added |
| SageView Advisory Group, LLC | 871 | $451.8K | 0.03% | −545−38.5% | Reduced |
| Insigneo Advisory Services, LLC | 869 | $450.7K | 0.05% | +284+48.5% | Added |
| Keener Financial Planning LLC | 866 | $450.0K | 0.31% | 00.0% | Unchanged |
| Cognios Beta Neutral Large Cap Fund, LP | 865 | $448.5K | 0.58% | −140−13.9% | Reduced |
| Dover Advisors, LLC | 865 | $448.5K | 0.31% | +50+6.1% | Added |
| Allstate Corp | 864 | $448.0K | 0.03% | −9−1.0% | Reduced |
| Samalin Investment Counsel, LLC | 860 | $446.1K | 0.21% | −225−20.7% | Reduced |
| Patton Albertson Miller Group, LLC | 860 | $445.9K | 0.07% | −25−2.8% | Reduced |
| Next Level Private LLC | 856 | $443.9K | 0.20% | +856 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 855 | $443.4K | 0.11% | +83+10.8% | Added |
| CWM Advisors, LLC | 852 | $441.8K | 0.05% | −92−9.7% | Reduced |
| Verity Asset Management, Inc. | 851 | $441.3K | 0.25% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 849 | $440.2K | 0.19% | +392+85.8% | Added |
| Cozad Asset Management Inc | 844 | $437.9K | 0.05% | +91+12.1% | Added |
| Regent Peak Wealth Advisors LLC | 836 | $433.5K | 0.11% | +14+1.7% | Added |
| Capital Investment Advisors, LLC | 834 | $432.2K | 0.01% | −53−6.0% | Reduced |
| AXS Investments LLC | 832 | $431.4K | 0.10% | +108+14.9% | Added |
| Keynote Financial Services LLC | 829 | $429.9K | 0.36% | +829 | New |
| GeoWealth Management, LLC | 828 | $429.4K | 0.02% | +736+800.0% | Added |
| BayBridge Capital Group, LLC | 805 | $428.4K | 0.37% | +805 | New |
| Headlands Technologies LLC | 824 | $427.3K | 0.10% | +752+1,044.4% | Added |
| Legacy Capital Group California, Inc. | 822 | $426.2K | 0.16% | −10−1.2% | Reduced |
| CWA Asset Management Group, LLC | 821 | $425.7K | 0.03% | +190+30.1% | Added |
| Harbor Group, Inc. | 820 | $425.2K | 0.11% | 00.0% | Unchanged |
| Steward Partners Investment Solutions, LLC | 815 | $422.6K | 0.07% | +815 | New |
| Financial Advisory Group | 812 | $421.0K | 0.07% | −1−0.1% | Reduced |
| Sawgrass Asset Management LLC | 811 | $420.5K | 0.05% | −5−0.6% | Reduced |
| Atlas Wealth LLC | 810 | $420.0K | 0.21% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 809 | $419.5K | 0.03% | +55+7.3% | Added |
| Catalyst Financial Partners LLC | 822 | $418.4K | 0.11% | +92+12.6% | Added |
| LongView Wealth Management | 806 | $418.0K | 0.17% | −15−1.8% | Reduced |
| Thrive Wealth Management, LLC | 803 | $416.5K | 0.09% | +96+13.6% | Added |
| Abacus Planning Group, Inc. | 803 | $416.4K | 0.08% | +23+2.9% | Added |
| Valley National Advisers Inc | 804 | $415.0K | 0.06% | +6+0.8% | Added |
| Balyasny Asset Management LLC | 800 | $414.8K | 0.00% | −3,001−79.0% | Reduced |
| Meyer Handelman Co | 800 | $414.8K | 0.01% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 786 | $414.2K | 0.09% | −43−5.2% | Reduced |
| Fulton Breakefield Broenniman LLC | 796 | $412.8K | 0.03% | 00.0% | Unchanged |
| Five Oceans Advisors | 793 | $411.2K | 0.21% | −3−0.4% | Reduced |
| Michael S. Ryan, Inc. | 790 | $409.6K | 0.32% | −34−4.1% | Reduced |
| Waddell & Associates, LLC | 789 | $409.1K | 0.06% | 00.0% | Unchanged |
| First County Bank | 787 | $408.1K | 0.20% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 785 | $407.1K | 0.03% | −24−3.0% | Reduced |
| Beck Mack & Oliver LLC | 784 | $406.5K | 0.01% | +313+66.5% | Added |
| Fort Point Capital Partners LLC | 783 | $406.0K | 0.06% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 777 | $403.0K | 0.00% | −122−13.6% | Reduced |
| Chicago Trust Co NA | 777 | $402.9K | 0.08% | +7+0.9% | Added |
| Regatta Capital Group, LLC | 775 | $401.9K | 0.09% | +39+5.3% | Added |
| American Trust | 775 | $401.9K | 0.04% | +20+2.6% | Added |
| Arlington Trust Co LLC | 774 | $401.4K | 0.10% | −5−0.6% | Reduced |
| Pettinga Financial Advisors, LLC | 772 | $400.2K | 0.10% | +1+0.1% | Added |
| Geller Advisors LLC | 770 | $399.3K | 0.03% | +14+1.9% | Added |
| PFG Investments, LLC | 770 | $399.1K | 0.02% | +770 | New |
| Altfest L J & Co Inc | 769 | $399.0K | 0.06% | −555−41.9% | Reduced |
| Harbour Trust & Investment Management Co | 769 | $398.8K | 0.05% | 00.0% | Unchanged |
| Ignite Planners, LLC | 772 | $398.4K | 0.11% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 765 | $396.7K | 0.08% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 763 | $395.6K | 0.14% | +39+5.4% | Added |
| Nebula Research & Development LLC | 763 | $395.6K | 0.09% | +763 | New |
| Nations Financial Group Inc, | 762 | $395.2K | 0.03% | −334−30.5% | Reduced |
| Capital Management Corp | 760 | $394.1K | 0.08% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 787 | $393.3K | 0.15% | −37−4.5% | Reduced |
| IFP Advisors, Inc | 756 | $391.9K | 0.02% | −5−0.7% | Reduced |
| Lountzis Asset Management, LLC | 755 | $391.5K | 0.19% | 00.0% | Unchanged |
| First National Trust Co | 755 | $391.5K | 0.02% | +28+3.9% | Added |
| Horizon Bancorp Inc | 754 | $391.0K | 0.19% | −32−4.1% | Reduced |
| Atlantic Trust, LLC | 754 | $391.0K | 0.10% | −4−0.5% | Reduced |
| Mosley Wealth Management | 751 | $389.4K | 0.37% | −27−3.5% | Reduced |
| Patron Partners Advisors, LLC | 747 | $387.4K | 0.24% | +56+8.1% | Added |
| Montag A & Associates Inc | 745 | $386.1K | 0.02% | −20−2.6% | Reduced |
| Evercore Wealth Management, LLC | 739 | $383.2K | 0.01% | −14−1.9% | Reduced |
| Prosperity Financial Group, Inc. | 737 | $382.2K | 0.24% | +32+4.5% | Added |
| East Coast Asset Management, LLC. | 730 | $378.5K | 0.14% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 729 | $378.0K | 0.24% | −16−2.1% | Reduced |
| City Holding Co | 729 | $378.0K | 0.06% | 00.0% | Unchanged |
| Ellevest, Inc. | 727 | $377.0K | 0.02% | −446−38.0% | Reduced |
| MGB Wealth Management, LLC | 726 | $376.7K | 0.15% | +726 | New |
| Carson Advisory Inc. | 723 | $374.9K | 0.26% | 00.0% | Unchanged |