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 |
|---|---|---|---|---|---|
| Asio Capital, LLC | 9,317 | $4.83M | 1.03% | +162+1.8% | Added |
| Buffington Mohr McNeal | 9,219 | $4.78M | 0.87% | +1,601+21.0% | Added |
| Independent Advisor Alliance | 9,212 | $4.78M | 0.17% | +294+3.3% | Added |
| Tiaa Trust, National Association | 9,117 | $4.73M | 0.01% | −269−2.9% | Reduced |
| Everence Capital Management Inc | 9,010 | $4.67M | 0.31% | 00.0% | Unchanged |
| Bamco Inc | 9,000 | $4.67M | 0.01% | +2,300+34.3% | Added |
| American National Bank & Trust Co | 8,942 | $4.64M | 1.10% | +8,942 | New |
| Kingswood Wealth Advisors, LLC | 8,923 | $4.63M | 0.53% | −2,321−20.6% | Reduced |
| Burney Co | 8,910 | $4.62M | 0.18% | +28+0.3% | Added |
| Northwest & Ethical Investments L.P. | 8,845 | $4.59M | 0.13% | −11,037−55.5% | Reduced |
| Hamilton Capital Partners Inc. | 8,717 | $4.52M | 0.55% | +8,717 | New |
| Tocqueville Asset Management L.P. | 8,691 | $4.51M | 0.07% | −150−1.7% | Reduced |
| Ossiam | 8,690 | $4.51M | 0.08% | +1,032+13.5% | Added |
| Empirical Finance, LLC | 8,621 | $4.47M | 0.27% | +285+3.4% | Added |
| Narwhal Capital Management | 8,588 | $4.45M | 0.44% | −1,000−10.4% | Reduced |
| Park Avenue Securities LLC | 8,492 | $4.40M | 0.06% | +882+11.6% | Added |
| Benedict Financial Advisors Inc | 8,419 | $4.37M | 1.11% | +50+0.6% | Added |
| Ieq Capital, LLC | 8,383 | $4.35M | 0.06% | +1,588+23.4% | Added |
| Greenup Street Wealth Management LLC | 8,375 | $4.34M | 1.10% | +8,375 | New |
| BKD Wealth Advisors, LLC | 8,276 | $4.29M | 0.11% | −314−3.7% | Reduced |
| Vinva Investment Management Ltd | 8,268 | $4.29M | 0.25% | +165+2.0% | Added |
| Veriti Management LLC | 8,267 | $4.29M | 0.32% | +545+7.1% | Added |
| Norinchukin Bank, The | 8,239 | $4.27M | 0.13% | −131−1.6% | Reduced |
| Synovus Financial Corp | 8,161 | $4.23M | 0.05% | −15−0.2% | Reduced |
| Family Management Corp | 8,122 | $4.21M | 0.78% | +2,174+36.6% | Added |
| Beacon Pointe Advisors, LLC | 8,089 | $4.19M | 0.05% | −222−2.7% | Reduced |
| Alps Advisors Inc | 8,072 | $4.19M | 0.03% | +104+1.3% | Added |
| Tandem Capital Management Corp | 8,046 | $4.17M | 2.37% | −92−1.1% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $4.15M | 0.98% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 7,973 | $4.13M | 0.01% | −363,500−97.9% | Reduced |
| Te Ahumairangi Investment Management Ltd | 7,893 | $4.09M | 0.71% | +2,665+51.0% | Added |
| Kempen Capital Management N.V. | 7,885 | $4.09M | 0.05% | +926+13.3% | Added |
| Wetherby Asset Management Inc | 7,792 | $4.04M | 0.19% | −32−0.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,754 | $4.02M | 0.28% | −617−7.4% | Reduced |
| Signature Estate & Investment Advisors LLC | 7,720 | $4.00M | 0.11% | +503+7.0% | Added |
| Resources Investment Advisors, LLC. | 7,657 | $3.97M | 0.06% | +987+14.8% | Added |
| United Capital Financial Advisers, LLC | 7,565 | $3.92M | 0.03% | −145−1.9% | Reduced |
| Kestra Private Wealth Services, LLC | 7,538 | $3.91M | 0.09% | +764+11.3% | Added |
| Toth Financial Advisory Corp | 7,512 | $3.90M | 0.49% | +2,319+44.7% | Added |
| Stanley-Laman Group, Ltd. | 7,469 | $3.87M | 0.54% | −39−0.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,455 | $3.87M | 0.10% | +17+0.2% | Added |
| HealthInvest Partners AB | 7,400 | $3.84M | 2.33% | −2,100−22.1% | Reduced |
| Radnor Capital Management, LLC | 7,370 | $3.82M | 0.65% | 00.0% | Unchanged |
| CWM, LLC | 7,365 | $3.82M | 0.02% | +1,305+21.5% | Added |
| Mitchell Capital Management Co | 7,253 | $3.76M | 0.72% | +66+0.9% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 7,191 | $3.73M | 0.10% | −53−0.7% | Reduced |
| Garrison Bradford & Associates Inc | 7,132 | $3.70M | 3.81% | −30.0% | Reduced |
| Earnest Partners LLC | 7,101 | $3.68M | 0.02% | −24,144−77.3% | Reduced |
| Bridgeway Capital Management, LLC | 7,100 | $3.68M | 0.08% | 00.0% | Unchanged |
| Baader Bank INC | 7,098 | $3.68M | 0.30% | +7,098 | New |
| Coastline Trust Co | 7,095 | $3.68M | 0.44% | −1,042−12.8% | Reduced |
| Ally Financial Inc. | 7,000 | $3.63M | 0.49% | 00.0% | Unchanged |
| Greenleaf Trust | 6,983 | $3.62M | 0.03% | +23+0.3% | Added |
| Agf Management Ltd | 6,953 | $3.61M | 0.02% | +5,674+443.6% | Added |
| Bull Street Advisors, LLC | 6,926 | $3.59M | 1.72% | −25−0.4% | Reduced |
| Round Rock Advisors, LLC | 6,900 | $3.58M | 0.86% | −1,674−19.5% | Reduced |
| Stock Yards Bank & Trust Co | 6,879 | $3.57M | 0.12% | −737−9.7% | Reduced |
| AustralianSuper Pty Ltd | 6,882 | $3.55M | 0.02% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 6,840 | $3.55M | 0.39% | +172+2.6% | Added |
| Liberty One Investment Management, LLC | 6,713 | $3.48M | 0.39% | +702+11.7% | Added |
| Flputnam Investment Management Co | 6,695 | $3.47M | 0.07% | −1,943−22.5% | Reduced |
| Semmax Financial Advisors Inc. | 6,378 | $3.44M | 1.13% | +840+15.2% | Added |
| Guardian Capital Advisors LP | 6,751 | $3.44M | 0.37% | −950−12.3% | Reduced |
| James Investment Research Inc | 6,618 | $3.43M | 0.41% | +840+14.5% | Added |
| Quantinno Capital Management LP | 6,615 | $3.43M | 0.07% | +1,051+18.9% | Added |
| First Hawaiian Bank | 6,593 | $3.42M | 0.11% | −195−2.9% | Reduced |
| Family Legacy, Inc. | 6,578 | $3.41M | 1.23% | +10+0.2% | Added |
| Strategy Asset Managers LLC | 6,517 | $3.38M | 0.72% | +163+2.6% | Added |
| Transform Wealth, LLC | 6,471 | $3.36M | 0.32% | −125−1.9% | Reduced |
| RDA Financial Network | 6,466 | $3.35M | 1.15% | +10+0.2% | Added |
| Edmp, Inc. | 6,457 | $3.35M | 2.79% | +33+0.5% | Added |
| Kennedy Capital Management, Inc. | 6,381 | $3.31M | 0.07% | +6,381 | New |
| Chicago Capital, LLC | 6,372 | $3.30M | 0.10% | −656−9.3% | Reduced |
| Trivant Custom Portfolio Group, LLC | 6,324 | $3.28M | 2.09% | −182−2.8% | Reduced |
| Rakuten Investment Management, Inc. | 6,318 | $3.28M | 0.02% | +5,736+985.6% | Added |
| Princeton Global Asset Management LLC | 6,285 | $3.26M | 0.78% | −114−1.8% | Reduced |
| Bailard, Inc. | 6,252 | $3.24M | 0.09% | −488−7.2% | Reduced |
| Voya Financial Advisors, Inc. | 6,230 | $3.24M | 0.37% | +603+10.7% | Added |
| TrinityPoint Wealth, LLC | 6,240 | $3.24M | 0.54% | −20.0% | Reduced |
| D.A. Davidson & Co. | 6,234 | $3.23M | 0.03% | +577+10.2% | Added |
| Toroso Investments, LLC | 6,229 | $3.23M | 0.06% | +310+5.2% | Added |
| Van Leeuwen & Company, LLC | 6,182 | $3.21M | 1.62% | +2,576+71.4% | Added |
| Dynamic Advisor Solutions LLC | 6,169 | $3.20M | 0.11% | +1,719+38.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,136 | $3.18M | 0.17% | −1,319−17.7% | Reduced |
| Timber Creek Capital Management LLC | 6,130 | $3.18M | 0.99% | −1,835−23.0% | Reduced |
| Fort Washington Investment Advisors Inc | 6,131 | $3.18M | 0.02% | −80−1.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 6,097 | $3.16M | 0.73% | +1,510+32.9% | Added |
| TownSquare Capital, LLC | 6,092 | $3.16M | 0.05% | +3,836+170.0% | Added |
| YHB Investment Advisors, Inc. | 6,077 | $3.15M | 0.28% | −507−7.7% | Reduced |
| Sequoia Financial Advisors, LLC | 6,075 | $3.15M | 0.04% | −3,859−38.8% | Reduced |
| Jackson Hole Capital Partners, LLC | 6,064 | $3.14M | 0.72% | +393+6.9% | Added |
| Chemistry Wealth Management LLC | 6,060 | $3.14M | 0.85% | +183+3.1% | Added |
| Lester Murray Antman dba SimplyRich | 6,056 | $3.14M | 1.01% | +14+0.2% | Added |
| Oppenheimer & Co Inc | 6,001 | $3.11M | 0.05% | +285+5.0% | Added |
| PGGM Investments | 5,978 | $3.10M | 0.04% | −2,557−30.0% | Reduced |
| LGT Fund Management Co Ltd. | 5,924 | $3.07M | 1.28% | −1,816−23.5% | Reduced |
| Leavell Investment Management, Inc. | 5,860 | $3.04M | 0.18% | +2,559+77.5% | Added |
| World Equity Group, Inc. | 5,854 | $3.04M | 0.62% | −58−1.0% | Reduced |
| Plato Investment Management Ltd | 5,846 | $3.03M | 0.31% | +4,758+437.3% | Added |
| Ontario Teachers Pension Plan Board | 5,833 | $3.02M | 0.03% | −2,349−28.7% | Reduced |