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 |
|---|---|---|---|---|---|
| Johnson Investment Counsel Inc | 5,728 | $2.97M | 0.03% | +937+19.6% | Added |
| Quantitative Investment Management, LLC | 5,713 | $2.96M | 0.17% | −18,320−76.2% | Reduced |
| Mediolanum International Funds Ltd | 5,686 | $2.96M | 0.05% | +5,686 | New |
| Avantax Advisory Services, Inc. | 5,663 | $2.94M | 0.03% | +101+1.8% | Added |
| Donaldson Capital Management, LLC | 5,662 | $2.94M | 0.12% | +3,638+179.7% | Added |
| Integrated Advisors Network LLC | 5,661 | $2.94M | 0.15% | +2,053+56.9% | Added |
| Capstone Investment Advisors, LLC | 5,655 | $2.93M | 0.05% | +1,816+47.3% | Added |
| Pinkerton Retirement Specialists, LLC | 5,596 | $2.90M | 0.47% | −103−1.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,531 | $2.87M | 0.14% | +535+10.7% | Added |
| Genus Capital Management Inc. | 5,484 | $2.84M | 0.37% | +5,484 | New |
| Cetera Trust Company, N.A | 5,467 | $2.83M | 1.71% | −125−2.2% | Reduced |
| Legato Capital Management LLC | 5,427 | $2.81M | 0.34% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 5,371 | $2.80M | 0.33% | +2,371+79.0% | Added |
| Accurate Wealth Management, LLC | 5,254 | $2.79M | 0.82% | +709+15.6% | Added |
| Stonebridge Capital Advisors LLC | 5,345 | $2.77M | 0.25% | +124+2.4% | Added |
| Keudell/Morrison Wealth Management | 5,281 | $2.74M | 0.83% | +10.0% | Added |
| Raymond James Trust N.A. | 5,250 | $2.72M | 0.07% | +5+0.1% | Added |
| Simplify Asset Management Inc. | 5,239 | $2.72M | 0.26% | +5,239 | New |
| Public Sector Pension Investment Board | 5,221 | $2.71M | 0.02% | −100−1.9% | Reduced |
| Allen Investment Management LLC | 5,221 | $2.71M | 0.03% | 00.0% | Unchanged |
| Legacy Trust | 5,214 | $2.70M | 0.67% | +25+0.5% | Added |
| Wright Investors Service Inc | 5,206 | $2.70M | 0.68% | −345−6.2% | Reduced |
| Unique Wealth Strategies, LLC | 5,202 | $2.70M | 1.32% | +73+1.4% | Added |
| Greenfield Savings Bank | 5,201 | $2.70M | 1.42% | +48+0.9% | Added |
| Castellan Group, LLC | 5,201 | $2.70M | 1.38% | +5,201 | New |
| Oppenheimer Asset Management Inc. | 5,194 | $2.69M | 0.04% | −3,995−43.5% | Reduced |
| Alpine Woods Capital Investors, LLC | 5,092 | $2.69M | 0.53% | −7,910−60.8% | Reduced |
| Walleye Capital LLC | 5,172 | $2.68M | 0.03% | −23,033−81.7% | Reduced |
| Essex Financial Services, Inc. | 5,155 | $2.67M | 0.25% | −126−2.4% | Reduced |
| Bangor Savings Bank | 5,148 | $2.67M | 0.27% | −228−4.2% | Reduced |
| Atria Wealth Solutions, Inc. | 5,133 | $2.66M | 0.03% | +205+4.2% | Added |
| Great Valley Advisor Group, Inc. | 5,103 | $2.65M | 0.08% | +63+1.3% | Added |
| NEOS Investment Management LLC | 5,084 | $2.64M | 0.16% | +1,824+56.0% | Added |
| Gluskin Sheff & Assoc Inc | 5,078 | $2.63M | 0.26% | −425−7.7% | Reduced |
| UniSuper Management Pty Ltd | 5,053 | $2.62M | 0.03% | +3,114+160.6% | Added |
| Community Bank, N.A. | 5,029 | $2.61M | 0.34% | +25+0.5% | Added |
| Lakeview Capital Partners, LLC | 4,987 | $2.59M | 0.42% | −9−0.2% | Reduced |
| Valeo Financial Advisors, LLC | 4,835 | $2.58M | 0.09% | −240−4.7% | Reduced |
| Delta Capital Management LLC | 4,920 | $2.55M | 1.69% | 00.0% | Unchanged |
| Old National Bancorp | 4,907 | $2.54M | 0.06% | −435−8.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 4,902 | $2.54M | 0.07% | +2,258+85.4% | Added |
| Jackson Wealth Management, LLC | 4,879 | $2.53M | 0.32% | +136+2.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,878 | $2.53M | 0.19% | +2,117+76.7% | Added |
| Camden National Bank | 4,877 | $2.53M | 0.45% | +4,877 | New |
| Scholtz & Company, LLC | 4,871 | $2.53M | 1.11% | −1,760−26.5% | Reduced |
| Savant Capital, LLC | 4,846 | $2.51M | 0.03% | +156+3.3% | Added |
| LS Investment Advisors, LLC | 4,841 | $2.51M | 0.40% | +3,771+352.4% | Added |
| Oak Associates, Ltd | 4,833 | $2.51M | 0.17% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 4,822 | $2.50M | 1.02% | 00.0% | Unchanged |
| Intrust Bank NA | 4,818 | $2.50M | 0.27% | −78−1.6% | Reduced |
| Anchor Investment Management, LLC | 4,759 | $2.47M | 0.26% | +208+4.6% | Added |
| Harfst & Associates, Inc. | 4,692 | $2.43M | 0.58% | −19−0.4% | Reduced |
| Engineers Gate Manager LP | 4,677 | $2.43M | 0.06% | −19,997−81.0% | Reduced |
| AIA Group Ltd | 4,653 | $2.41M | 0.08% | −792−14.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 4,620 | $2.40M | 0.48% | +71+1.6% | Added |
| Avitas Wealth Management LLC | 4,602 | $2.39M | 0.36% | +71+1.6% | Added |
| Regions Financial Corp | 4,599 | $2.38M | 0.02% | −678−12.8% | Reduced |
| Atlas Capital Advisors LLC | 4,594 | $2.38M | 0.37% | −27−0.6% | Reduced |
| Bragg Financial Advisors, Inc | 4,576 | $2.37M | 0.11% | −20−0.4% | Reduced |
| AE Wealth Management LLC | 4,568 | $2.37M | 0.03% | −11,476−71.5% | Reduced |
| Intellectus Partners, LLC | 4,566 | $2.37M | 0.62% | +126+2.8% | Added |
| Tower Research Capital LLC (TRC) | 4,547 | $2.36M | 0.06% | −26,764−85.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,538 | $2.35M | 0.04% | +973+27.3% | Added |
| Advisors Asset Management, Inc. | 4,513 | $2.34M | 0.04% | +505+12.6% | Added |
| Ritholtz Wealth Management | 4,503 | $2.34M | 0.08% | +64+1.4% | Added |
| Duncker Streett & Co Inc | 4,492 | $2.33M | 0.46% | −3,000−40.0% | Reduced |
| Advisory Services Network, LLC | 4,489 | $2.33M | 0.05% | −87−1.9% | Reduced |
| Heritage Wealth Advisors | 4,472 | $2.32M | 0.11% | 00.0% | Unchanged |
| Clear Rock Advisors, LLC | 4,459 | $2.31M | 1.00% | +109+2.5% | Added |
| Sabal Trust CO | 4,450 | $2.31M | 0.13% | −147−3.2% | Reduced |
| Level Four Advisory Services, LLC | 4,834 | $2.28M | 0.13% | 00.0% | Unchanged |
| Sapient Capital LLC | 4,368 | $2.26M | 0.05% | −700−13.8% | Reduced |
| Hofer & Associates. Inc | 4,326 | $2.24M | 1.89% | −59−1.3% | Reduced |
| Horizon Investment Services, LLC | 4,313 | $2.24M | 1.09% | +65+1.5% | Added |
| Lederer & Associates Investment Counsel | 4,302 | $2.23M | 1.55% | −8−0.2% | Reduced |
| Signaturefd, LLC | 4,268 | $2.21M | 0.05% | +235+5.8% | Added |
| Cornercap Investment Counsel Inc | 4,225 | $2.19M | 0.34% | −12−0.3% | Reduced |
| CAPROCK Group, Inc. | 4,210 | $2.18M | 0.13% | −150−3.4% | Reduced |
| AMG National Trust Bank | 4,164 | $2.16M | 0.06% | −206−4.7% | Reduced |
| Paralel Advisors LLC | 4,160 | $2.16M | 0.10% | 00.0% | Unchanged |
| Barden Capital Management, Inc. | 4,128 | $2.14M | 2.07% | −5,774−58.3% | Reduced |
| Tufton Capital Management | 4,124 | $2.14M | 0.42% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 4,066 | $2.11M | 0.04% | +4,066 | New |
| Vista Investment Management | 4,046 | $2.10M | 0.85% | +14+0.3% | Added |
| Moody National Bank Trust Division | 4,043 | $2.10M | 0.17% | +56+1.4% | Added |
| La Banque Postale Asset Management SA | 4,038 | $2.09M | 0.08% | −8,036−66.6% | Reduced |
| LMR Partners LLP | 4,021 | $2.09M | 0.05% | +1,056+35.6% | Added |
| Zurich Insurance Group Ltd | 4,000 | $2.07M | 0.02% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 3,998 | $2.07M | 1.14% | +2,179+119.8% | Added |
| Csenge Advisory Group | 3,991 | $2.07M | 0.12% | −51−1.3% | Reduced |
| Brighton Jones LLC | 3,986 | $2.07M | 0.07% | +38+1.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,952 | $2.05M | 0.84% | +106+2.8% | Added |
| Sterling Investment Management, Inc. | 3,951 | $2.05M | 1.44% | +3+0.1% | Added |
| Evergreen Wealth Management, LLC | 3,935 | $2.04M | 1.38% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,933 | $2.04M | 0.22% | +75+1.9% | Added |
| Channing Global Advisors, LLC | 3,906 | $2.03M | 1.72% | −19−0.5% | Reduced |
| FRG Family Wealth Advisors LLC | 3,810 | $2.01M | 0.40% | −60−1.6% | Reduced |
| Peoples Bank | 3,875 | $2.01M | 1.57% | −75−1.9% | Reduced |
| Lincoln National Corp | 3,866 | $2.00M | 0.03% | +141+3.8% | Added |
| Wedbush Securities Inc | 3,853 | $2.00M | 0.07% | +573+17.5% | Added |