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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 2,855 | $1.24M | 0.03% | +172+6.4% | Added |
| Leonteq Securities AG | 2,386 | $1.24M | 0.17% | +491+25.9% | Added |
| Fidelis Capital Partners, LLC | 2,384 | $1.24M | 0.19% | +840+54.4% | Added |
| Fox Run Management, L.L.C. | 2,382 | $1.24M | 0.27% | +2,382 | New |
| Perigon Wealth Management, LLC | 2,369 | $1.23M | 0.04% | +351+17.4% | Added |
| Concord Wealth Partners | 2,355 | $1.22M | 0.22% | +561+31.3% | Added |
| CSS LLC | 2,350 | $1.22M | 0.10% | 00.0% | Unchanged |
| Stableford Capital II LLC | 2,324 | $1.21M | 0.48% | +4+0.2% | Added |
| Souders Financial Advisors | 2,319 | $1.20M | 0.19% | −45−1.9% | Reduced |
| Financial Security Advisor, Inc. | 2,319 | $1.20M | 0.42% | +3+0.1% | Added |
| Central Trust Co | 2,297 | $1.19M | 0.03% | +34+1.5% | Added |
| Herold Advisors, Inc. | 2,287 | $1.19M | 0.29% | +5+0.2% | Added |
| WSFS Capital Management, LLC | 2,279 | $1.18M | 0.07% | −160−6.6% | Reduced |
| Horizon Investments, LLC | 2,272 | $1.18M | 0.03% | +10+0.4% | Added |
| SeaCrest Wealth Management, LLC | 2,263 | $1.17M | 0.14% | −47−2.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,257 | $1.17M | 0.01% | −22,878−91.0% | Reduced |
| Nilsine Partners, LLC | 2,252 | $1.17M | 0.16% | +701+45.2% | Added |
| Pure Financial Advisors, Inc. | 2,243 | $1.16M | 0.04% | +22+1.0% | Added |
| Sigma Planning Corp | 2,237 | $1.16M | 0.04% | +1,578+239.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,233 | $1.16M | 0.13% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 2,228 | $1.16M | 0.86% | −400−15.2% | Reduced |
| Graypoint LLC | 2,228 | $1.16M | 0.08% | +247+12.5% | Added |
| Romano Brothers and Company | 2,210 | $1.15M | 0.16% | −11−0.5% | Reduced |
| Moors & Cabot, Inc. | 2,187 | $1.13M | 0.06% | +61+2.9% | Added |
| Mission Wealth Management, LP | 2,176 | $1.13M | 0.03% | +173+8.6% | Added |
| DGS Capital Management, LLC | 2,174 | $1.13M | 0.32% | +1,022+88.7% | Added |
| Buckley Wealth Management, LLC | 2,162 | $1.12M | 0.36% | +17+0.8% | Added |
| Bard Financial Services, Inc. | 2,150 | $1.11M | 0.12% | 00.0% | Unchanged |
| Verdad Advisers, LP | 2,150 | $1.11M | 1.21% | +2,150 | New |
| Quadrant Capital Group LLC | 2,149 | $1.11M | 0.09% | −101−4.5% | Reduced |
| Roundview Capital LLC | 2,117 | $1.10M | 0.09% | +36+1.7% | Added |
| Delphi Management Inc | 2,112 | $1.09M | 0.85% | +17+0.8% | Added |
| Financial Counselors Inc | 2,111 | $1.09M | 0.02% | +64+3.1% | Added |
| Walleye Trading LLC | 2,107 | $1.09M | 0.02% | −21,598−91.1% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 2,100 | $1.09M | 0.23% | +2,100 | New |
| Vanguard Capital Wealth Advisors | 2,100 | $1.09M | 0.77% | +7+0.3% | Added |
| Strategic Financial Services, Inc, | 2,083 | $1.08M | 0.07% | −1,754−45.7% | Reduced |
| Fiduciary Trust Co | 2,066 | $1.07M | 0.02% | +7+0.3% | Added |
| Taylor Financial Group, Inc. | 2,065 | $1.07M | 0.82% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 2,035 | $1.07M | 0.20% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 2,056 | $1.07M | 0.06% | −324−13.6% | Reduced |
| Hohimer Wealth Management, LLC | 2,052 | $1.06M | 0.25% | +39+1.9% | Added |
| Pacific Global Investment Management CO | 2,051 | $1.06M | 0.20% | +40+2.0% | Added |
| Cidel Asset Management Inc | 2,025 | $1.05M | 0.08% | +47+2.4% | Added |
| New England Research & Management, Inc. | 2,025 | $1.05M | 0.52% | +125+6.6% | Added |
| RFG Advisory, LLC | 2,016 | $1.05M | 0.04% | −18−0.9% | Reduced |
| Kirtland Hills Capital Management, LLC | 1,958 | $1.05M | 0.90% | +1,958 | New |
| 1st Source Bank | 2,005 | $1.04M | 0.06% | −217−9.8% | Reduced |
| Harbert Fund Advisors, Inc. | 2,000 | $1.04M | 0.71% | −750−27.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 2,000 | $1.04M | 0.13% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 2,000 | $1.04M | 0.67% | 00.0% | Unchanged |
| Strategic Advisors LLC | 2,000 | $1.04M | 0.20% | +1+0.1% | Added |
| Glenview Trust Co | 1,999 | $1.04M | 0.02% | −54−2.6% | Reduced |
| Willner & Heller, LLC | 1,985 | $1.03M | 1.02% | −54−2.6% | Reduced |
| Frisch Financial Group, Inc. | 1,981 | $1.03M | 0.34% | +6+0.3% | Added |
| Ballentine Partners, LLC | 1,974 | $1.02M | 0.02% | +78+4.1% | Added |
| Harbor Investment Advisory, LLC | 1,946 | $1.01M | 0.11% | −60−3.0% | Reduced |
| Clarius Group, LLC | 1,939 | $1.01M | 0.07% | −278−12.5% | Reduced |
| NorthRock Partners, LLC | 1,939 | $1.01M | 0.04% | +182+10.4% | Added |
| Hillsdale Investment Management Inc. | 1,934 | $1.00M | 0.08% | −390−16.8% | Reduced |
| GAMMA Investing LLC | 1,923 | $997.2K | 0.20% | +369+23.7% | Added |
| Austin Private Wealth, LLC | 1,966 | $994.8K | 0.11% | +1+0.1% | Added |
| Balentine LLC | 1,905 | $987.7K | 0.03% | −43−2.2% | Reduced |
| Sanders Morris Harris LLC | 1,900 | $985.2K | 0.19% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1,901 | $985.0K | 0.07% | +27+1.4% | Added |
| Seeds Investor LLC | 1,898 | $984.0K | 0.91% | +85+4.7% | Added |
| Nomura Holdings Inc | 1,895 | $982.6K | 0.01% | −2,887−60.4% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 1,894 | $982.0K | 0.04% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 1,888 | $981.3K | 0.01% | +110+6.2% | Added |
| Salomon & Ludwin, LLC | 1,881 | $975.4K | 0.08% | 00.0% | Unchanged |
| Bremer Bank National Association | 1,880 | $974.9K | 0.18% | −36−1.9% | Reduced |
| Commerzbank Aktiengesellschaft | 1,857 | $963.0K | 0.03% | +990+114.2% | Added |
| Procyon Private Wealth Partners, LLC | 1,857 | $962.8K | 0.07% | −13−0.7% | Reduced |
| Wedmont Private Capital | 1,853 | $953.2K | 0.07% | +86+4.9% | Added |
| Sompo Asset Management Co., Ltd. | 1,820 | $943.7K | 0.15% | +240+15.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,819 | $943.2K | 0.00% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 1,813 | $941.1K | 0.02% | −260−12.5% | Reduced |
| Verus Financial Partners, Inc. | 1,808 | $937.4K | 0.11% | +1+0.1% | Added |
| Versor Investments LP | 1,801 | $933.9K | 0.19% | +1,801 | New |
| Modern Wealth Management, LLC | 1,792 | $929.2K | 0.09% | +1,013+130.0% | Added |
| Campbell & CO Investment Adviser LLC | 1,778 | $922.0K | 0.08% | +1,778 | New |
| Northern Financial Advisors Inc | 1,778 | $922.0K | 0.72% | +312+21.3% | Added |
| Valmark Advisers, Inc. | 1,778 | $921.8K | 0.02% | +249+16.3% | Added |
| Sendero Wealth Management, LLC | 1,774 | $919.9K | 0.16% | −694−28.1% | Reduced |
| Defined Wealth Management, LLC | 1,757 | $911.1K | 0.65% | +1+0.1% | Added |
| Clearstead Advisors, LLC | 1,691 | $911.1K | 0.05% | +4+0.2% | Added |
| Foster & Motley Inc | 1,742 | $903.0K | 0.06% | −254−12.7% | Reduced |
| Genesee Capital Advisors, LLC | 1,714 | $888.5K | 0.49% | +18+1.1% | Added |
| WESPAC Advisors SoCal, LLC | 1,713 | $888.4K | 0.23% | +150+9.6% | Added |
| Outlook Wealth Advisors, LLC | 1,711 | $887.4K | 0.27% | −90−5.0% | Reduced |
| Conning Inc. | 1,702 | $882.6K | 0.03% | −43−2.5% | Reduced |
| Busey Wealth Management | 1,701 | $882.0K | 0.03% | +25+1.5% | Added |
| Meridian Wealth Management, LLC | 1,696 | $879.4K | 0.15% | +461+37.3% | Added |
| Ronald Blue Trust, Inc. | 1,696 | $879.2K | 0.01% | +746+78.5% | Added |
| Ameritas Advisory Services, LLC | 1,680 | $875.9K | 0.04% | −189−10.1% | Reduced |
| Global Trust Asset Management, LLC | 1,686 | $874.4K | 0.36% | −31−1.8% | Reduced |
| Axxcess Wealth Management, LLC | 1,679 | $870.6K | 0.02% | +392+30.5% | Added |
| Kapstone Financial Advisors LLC | 1,657 | $859.5K | 0.59% | +129+8.4% | Added |
| Evermay Wealth Management LLC | 1,656 | $858.7K | 0.13% | −2−0.1% | Reduced |
| Detalus Advisors, LLC | 1,653 | $857.3K | 0.31% | 00.0% | Unchanged |