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 |
|---|---|---|---|---|---|
| Portfolio Design Labs, LLC | 3,844 | $1.99M | 0.67% | +3,844 | New |
| Mount Yale Investment Advisors, LLC | 3,830 | $1.99M | 0.15% | +245+6.8% | Added |
| Gotham Asset Management, LLC | 3,790 | $1.97M | 0.03% | −6,724−64.0% | Reduced |
| FJ Capital Management LLC | 3,784 | $1.96M | 0.20% | +3,784 | New |
| Virtu Financial LLC | 3,769 | $1.95M | 0.15% | +3,769 | New |
| Chesley Taft & Associates LLC | 3,766 | $1.95M | 0.10% | 00.0% | Unchanged |
| Ascent Group, LLC | 3,765 | $1.95M | 0.17% | +2,849+311.0% | Added |
| DB Fitzpatrick & Co, Inc | 3,759 | $1.95M | 1.79% | +136+3.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,715 | $1.93M | 0.46% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 3,700 | $1.92M | 0.27% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 3,700 | $1.92M | 0.02% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,699 | $1.92M | 0.09% | +2,571+227.9% | Added |
| Granite Harbor Advisors, Inc. | 3,665 | $1.90M | 1.30% | +58+1.6% | Added |
| Coldstream Capital Management Inc | 3,643 | $1.89M | 0.05% | +172+5.0% | Added |
| Cohen Klingenstein LLC | 3,600 | $1.87M | 0.07% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 3,598 | $1.87M | 0.57% | +48+1.4% | Added |
| Profund Advisors LLC | 3,594 | $1.86M | 0.07% | −424−10.6% | Reduced |
| Lido Advisors, LLC | 3,591 | $1.86M | 0.02% | +107+3.1% | Added |
| Parallel Advisors, LLC | 3,581 | $1.86M | 0.05% | +530+17.4% | Added |
| Hancock Whitney Corp | 3,576 | $1.85M | 0.06% | +116+3.4% | Added |
| Quest Partners LLC | 3,564 | $1.85M | 0.32% | −64−1.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,556 | $1.84M | 0.29% | +543+18.0% | Added |
| Pensionfund Sabic | 3,550 | $1.84M | 0.55% | −500−12.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,539 | $1.84M | 0.08% | −597−14.4% | Reduced |
| Merit Financial Group, LLC | 3,478 | $1.83M | 0.04% | +1,614+86.6% | Added |
| Syon Capital LLC | 3,532 | $1.83M | 0.17% | +313+9.7% | Added |
| HighPoint Advisor Group LLC | 3,393 | $1.83M | 0.13% | +255+8.1% | Added |
| Meiji Yasuda Life Insurance Co | 3,520 | $1.83M | 0.04% | +701+24.9% | Added |
| Global Retirement Partners, LLC | 3,510 | $1.82M | 0.07% | +197+5.9% | Added |
| Sectoral Asset Management Inc | 3,500 | $1.81M | 0.71% | +3,500 | New |
| Ibex Wealth Advisors | 3,452 | $1.77M | 0.48% | +3,452 | New |
| Kornitzer Capital Management Inc | 3,375 | $1.75M | 0.03% | −54−1.6% | Reduced |
| Haverford Trust Co | 3,372 | $1.75M | 0.02% | −22−0.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,368 | $1.75M | 0.12% | −87−2.5% | Reduced |
| TD Private Client Wealth LLC | 3,364 | $1.74M | 0.06% | +302+9.9% | Added |
| Integrated Wealth Concepts LLC | 3,340 | $1.73M | 0.03% | +116+3.6% | Added |
| Inceptionr LLC | 3,323 | $1.72M | 0.44% | +1,421+74.7% | Added |
| Archford Capital Strategies, LLC | 3,280 | $1.70M | 0.29% | −2−0.1% | Reduced |
| Lake Street Advisors Group, LLC | 3,247 | $1.68M | 0.08% | +370+12.9% | Added |
| Pinnacle Associates Ltd | 3,236 | $1.68M | 0.03% | +8+0.2% | Added |
| Apollon Wealth Management, LLC | 3,232 | $1.68M | 0.05% | +104+3.3% | Added |
| Westpac Banking Corp | 3,227 | $1.67M | 0.13% | −169−5.0% | Reduced |
| Sentry LLC | 3,209 | $1.66M | 0.31% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 3,199 | $1.66M | 0.13% | 00.0% | Unchanged |
| Churchill Management Corp | 3,186 | $1.65M | 0.02% | −306−8.8% | Reduced |
| HBK Investments L P | 3,162 | $1.64M | 0.04% | +3,162 | New |
| Meeder Advisory Services, Inc. | 3,111 | $1.61M | 0.16% | +83+2.7% | Added |
| Wealth Architects, LLC | 3,110 | $1.61M | 0.21% | +10+0.3% | Added |
| Twin City Private Wealth, LLC | 3,097 | $1.61M | 1.58% | +3,097 | New |
| Institute for Wealth Management, LLC. | 3,032 | $1.57M | 0.20% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,028 | $1.57M | 0.04% | +2,322+328.9% | Added |
| RMB Capital Management, LLC | 2,985 | $1.55M | 0.04% | +5+0.2% | Added |
| HF Advisory Group, LLC | 2,983 | $1.55M | 0.87% | +21+0.7% | Added |
| Brevan Howard Capital Management LP | 2,951 | $1.53M | 0.14% | +2,181+283.2% | Added |
| Pinnacle Financial Partners Inc | 2,944 | $1.53M | 0.03% | −141−4.6% | Reduced |
| Insight Wealth Strategies, LLC | 2,943 | $1.53M | 0.22% | −12−0.4% | Reduced |
| Benjamin Edwards Inc | 2,915 | $1.51M | 0.30% | +333+12.9% | Added |
| Cunning Capital Partners, LP | 2,880 | $1.49M | 0.83% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,877 | $1.49M | 0.18% | −50−1.7% | Reduced |
| Warren Averett Asset Management, LLC | 2,873 | $1.49M | 0.04% | +474+19.8% | Added |
| Cape Investment Advisory, Inc. | 2,848 | $1.48M | 0.69% | +27+1.0% | Added |
| Eisler Capital (UK) Ltd. | 2,832 | $1.47M | 0.18% | +2,832 | New |
| Snowden Capital Advisors LLC | 2,796 | $1.45M | 0.05% | +755+37.0% | Added |
| King Wealth | 2,793 | $1.45M | 0.25% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,786 | $1.44M | 0.02% | +10.0% | Added |
| Umb Bank N A | 2,780 | $1.44M | 0.02% | −656−19.1% | Reduced |
| Searle & Co. | 2,777 | $1.44M | 0.37% | −13−0.5% | Reduced |
| Empower Advisory Group, LLC | 2,776 | $1.44M | 0.01% | −28−1.0% | Reduced |
| Summit Trail Advisors, LLC | 2,774 | $1.44M | 0.04% | +810+41.2% | Added |
| Robertson Stephens Wealth Management, LLC | 2,757 | $1.43M | 0.08% | −39−1.4% | Reduced |
| We Are One Seven, LLC | 2,741 | $1.42M | 0.07% | +248+9.9% | Added |
| Coastal Investment Advisors, Inc. | 2,718 | $1.41M | 0.29% | +36+1.3% | Added |
| Trust Asset Management LLC | 2,711 | $1.41M | 0.12% | 00.0% | Unchanged |
| Matisse Capital | 2,687 | $1.39M | 0.67% | −200−6.9% | Reduced |
| Mutual Advisors, LLC | 2,683 | $1.39M | 0.04% | +474+21.5% | Added |
| Acropolis Investment Management, LLC | 2,654 | $1.38M | 0.09% | −150−5.3% | Reduced |
| Knollwood Investment Advisory, LLC | 2,650 | $1.37M | 0.25% | 00.0% | Unchanged |
| 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 |
| Asset Dedication, LLC | 2,630 | $1.37M | 0.10% | +366+16.2% | Added |
| Checchi Capital Advisers, LLC | 2,623 | $1.36M | 0.11% | +34+1.3% | Added |
| Copperleaf Capital, LLC | 2,622 | $1.36M | 1.18% | +111+4.4% | Added |
| Oxford Wealth Group, LLC | 2,605 | $1.35M | 1.23% | +2,605 | New |
| Rehmann Capital Advisory Group | 2,600 | $1.35M | 0.10% | +649+33.3% | Added |
| Benchmark Investment Advisors LLC | 2,598 | $1.35M | 1.06% | −1,472−36.2% | Reduced |
| Handelsinvest Investeringsforvaltning | 2,567 | $1.33M | 0.64% | −464−15.3% | Reduced |
| Ameritas Investment Partners, Inc. | 2,541 | $1.32M | 0.05% | −70−2.7% | Reduced |
| Pitcairn Co | 2,529 | $1.31M | 0.08% | +107+4.4% | Added |
| Qtron Investments LLC | 2,523 | $1.31M | 0.19% | +239+10.5% | Added |
| Bayesian Capital Management, LP | 2,510 | $1.30M | 0.12% | +1,561+164.5% | Added |
| Richwood Investment Advisors, LLC | 2,509 | $1.30M | 1.16% | −37−1.5% | Reduced |
| Cigna Investments Inc | 2,497 | $1.29M | 0.25% | −25−1.0% | Reduced |
| Sumitomo Life Insurance Co | 2,472 | $1.28M | 0.03% | −110−4.3% | Reduced |
| Principle Wealth Partners LLC | 2,450 | $1.27M | 0.10% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,437 | $1.26M | 0.20% | +2+0.1% | Added |
| Trueblood Wealth Management, LLC | 2,436 | $1.26M | 0.72% | +34+1.4% | Added |
| Aptus Capital Advisors, LLC | 2,426 | $1.26M | 0.03% | −15,333−86.3% | Reduced |
| Fortem Financial Group, LLC | 2,420 | $1.25M | 0.55% | +144+6.3% | Added |
| First Business Financial Services, Inc. | 2,404 | $1.25M | 0.13% | +14+0.6% | Added |
| Retirement Guys Formula LLC | 2,401 | $1.25M | 0.61% | +286+13.5% | Added |