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Livermore
ZHEN

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; 1,614 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, Q2 2024

Institutional positions in Elevance Health, Inc. as of Jun 30, 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
1,713
+61 vs. Q1 2024
Shares held
208.1M
+1.28M (+0.6%) vs. Q1 2024
Total value
$112.7B
+$5.57B (+5.2%) vs. Q1 2024
New holders
148
712 more added
Sold out
87
550 more reduced

21 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 1,713 institutions
Q1 2021: 1,215 institutionsQ2 2021: 1,239 institutionsQ3 2021: 1,221 institutionsQ4 2021: 1,375 institutionsQ1 2022: 1,424 institutionsQ2 2022: 1,444 institutionsQ3 2022: 1,449 institutionsQ4 2022: 1,551 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,673 institutionsQ2 2024: 1,713 institutionsQ3 2024: 1,703 institutionsQ4 2024: 1,609 institutionsQ1 2025: 1,667 institutionsQ2 2025: 1,596 institutionsQ3 2025: 1,512 institutionsQ4 2025: 1,557 institutionsQ1 2026: 1,473 institutionsQ2 2026: 1,614 institutions
Value heldQ2 2024: $112.7B
Q1 2021: $78.2BQ2 2021: $82.8BQ3 2021: $80.6BQ4 2021: $99.3BQ1 2022: $105.7BQ2 2022: $103.2BQ3 2022: $97.0BQ4 2022: $108.8BQ1 2023: $96.9BQ2 2023: $93.1BQ3 2023: $90.8BQ4 2023: $98.1BQ1 2024: $107.7BQ2 2024: $112.7BQ3 2024: $107.2BQ4 2024: $76.5BQ1 2025: $88.6BQ2 2025: $79.7BQ3 2025: $63.3BQ4 2025: $71.0BQ1 2026: $57.1BQ2 2026: $76.8B
Institutions holding ELV and their total value by quarter
QuarterHoldersValue
Q2 20261,614$76.8B
Q1 20261,473$57.1B
Q4 20251,557$71.0B
Q3 20251,512$63.3B
Q2 20251,596$79.7B
Q1 20251,667$88.6B
Q4 20241,609$76.5B
Q3 20241,703$107.2B
Q2 20241,713$112.7B
Q1 20241,673$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,551$108.8B
Q3 20221,449$97.0B
Q2 20221,444$103.2B
Q1 20221,424$105.7B
Q4 20211,375$99.3B
Q3 20211,221$80.6B
Q2 20211,239$82.8B
Q1 20211,215$78.2B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q1 2024.

Institutions holding ELV in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
ZRC Wealth Management, LLC0$130.00%0Unchanged
Dogwood Wealth Management LLC0$160.00%0Unchanged
Strengthening Families & Communities, LLC2$1.00K0.00%+2New
VisionPoint Advisory Group, LLC2$1.08K0.00%−1−33.3%Reduced
Castleview Partners, LLC2$1.08K0.00%00.0%Unchanged
Rakuten Securities, Inc.2$1.08K0.00%00.0%Unchanged
Redwood Wealth Management Group, LLC2$1.08K0.00%+2New
Abich Financial Wealth Management LLC2$1.08K0.00%+2New
PEAK6 Investments LLC2$1.30K0.00%−693−99.7%Reduced
Annapolis Financial Services, LLC3$1.51K0.00%00.0%Unchanged
Sofos Investments, Inc.3$1.63K0.00%−10−76.9%Reduced
WestEnd Advisors, LLC3$1.63K0.00%−1−25.0%Reduced
Lynx Investment Advisory3$1.63K0.00%+3New
POM Investment Strategies, LLC4$2.17K0.00%00.0%Unchanged
Highline Wealth Partners LLC4$2.17K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.4$2.17K0.00%+4New
Horizon Financial Services, LLC5$2.71K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC5$2.71K0.00%00.0%Unchanged
Cypress Capital, LLC5$2.71K0.00%+5New
JNBA Financial Advisors5$2.71K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.5$2.71K0.00%+3+150.0%Added
TFC Financial Management5$2.71K0.00%00.0%Unchanged
Sunbelt Securities, Inc.5$2.75K0.00%−4−44.4%Reduced
Caldwell Sutter Capital, Inc.7$3.79K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC7$3.79K0.00%00.0%Unchanged
Global Wealth Strategies & Associates7$3.79K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC7$3.79K0.00%00.0%Unchanged
Hoey Investments, Inc7$3.79K0.00%00.0%Unchanged
True Wealth Design, LLC7$3.79K0.00%00.0%Unchanged
Fairscale Capital, LLC7$3.87K0.00%+7New
Laffer Tengler Investments7$3.91K0.00%00.0%Unchanged
Financial Connections Group, Inc.9$4.00K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.8$4.00K0.00%00.0%Unchanged
ESL Trust Services, LLC8$4.33K0.00%+8New
Albion Financial Group9$4.88K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC9$4.88K0.00%00.0%Unchanged
EnRich Financial Partners LLC9$4.88K0.00%+9New
SOA Wealth Advisors, LLC.9$4.96K0.00%−2−18.2%Reduced
New Millennium Group LLC9$4.99K0.00%+9New
Jamison Private Wealth Management, Inc.10$5.63K0.00%00.0%Unchanged
Ramirez Asset Management, Inc.11$5.96K0.00%00.0%Unchanged
Planning Capital Management Corp11$5.96K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC11$5.96K0.00%+7+175.0%Added
ClariVest Asset Management LLC12$6.49K0.00%−29−70.7%Reduced
Triad Wealth Partners, LLC12$6.50K0.00%+12New
Frazier Financial Advisors, LLC12$6.54K0.01%+1+9.1%Added
Fortis Group Advisors, LLC13$7.04K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC14$7.07K0.00%00.0%Unchanged
WealthCollab, LLC14$7.59K0.01%00.0%Unchanged
Beacon Capital Management, LLC15$8.14K0.00%+5+50.0%Added
Mark Sheptoff Financial Planning, LLC16$8.67K0.00%00.0%Unchanged
Stone House Investment Management, LLC16$8.67K0.00%00.0%Unchanged
Wolff Wiese Magana LLC16$8.67K0.01%00.0%Unchanged
Redmont Wealth Advisors LLC16$8.67K0.01%00.0%Unchanged
Trifecta Capital Advisors, LLC16$8.67K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc16$8.67K0.00%00.0%Unchanged
Richardson Financial Services Inc.16$8.67K0.01%+4+33.3%Added
Pineridge Advisors LLC16$8.67K0.00%+10+166.7%Added
Cornerstone Planning Group LLC18$9.42K0.00%+3+20.0%Added
Lummis Asset Management, LP18$9.75K0.01%00.0%Unchanged
Naples Money Management LLC19$10.2K0.01%+1+5.6%Added
Chilton Capital Management LLC22$11.9K0.00%+15+214.3%Added
Fairway Wealth LLC23$12.5K0.01%+23New
CNB Bank24$13.0K0.01%00.0%Unchanged
PFS Partners, LLC25$13.7K0.01%00.0%Unchanged
Sachetta, LLC26$13.9K0.01%+18+225.0%Added
Northwest Capital Management Inc26$14.1K0.01%00.0%Unchanged
Avion Wealth29$15.0K0.00%+3+11.5%Added
Tortoise Investment Management, LLC28$15.2K0.00%00.0%Unchanged
Nemes Rush Group LLC29$15.7K0.00%00.0%Unchanged
WR Wealth Planners, LLC29$15.7K0.00%+12+70.6%Added
Tradewinds Capital Management, LLC30$16.3K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC30$16.3K0.00%00.0%Unchanged
Proffitt & Goodson Inc31$16.8K0.00%−10−24.4%Reduced
Aspect Partners, LLC31$16.8K0.01%00.0%Unchanged
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna32$17.3K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC33$17.9K0.00%+2+6.5%Added
Cherry Tree Wealth Management, LLC33$17.9K0.00%+14+73.7%Added
Armstrong Advisory Group, Inc33$17.9K0.00%+33New
TCTC Holdings, LLC35$19.0K0.00%00.0%Unchanged
Crewe Advisors LLC35$19.0K0.00%−43−55.1%Reduced
SIMA Wealth Partners, LLC36$19.5K0.02%+36New
Syntax Research, Inc.36$19.8K0.02%00.0%Unchanged
Aspire Private Capital, LLC37$20.0K0.01%−10−21.3%Reduced
Atwood & Palmer Inc37$20.0K0.00%00.0%Unchanged
Gleason Group, Inc.38$20.5K0.00%+7+22.6%Added
Spotlight Asset Group, Inc.38$20.6K0.01%00.0%Unchanged
Arrow Financial Corp39$21.1K0.00%00.0%Unchanged
Clean Yield Group39$21.1K0.01%00.0%Unchanged
Webster Bank, N. A.40$21.7K0.00%00.0%Unchanged
Transcendent Capital Group LLC40$21.7K0.01%00.0%Unchanged
MidAtlantic Capital Management, Inc.40$21.7K0.02%00.0%Unchanged
Gradient Investments LLC40$21.7K0.00%+31+344.4%Added
Valued Wealth Advisors LLC40$21.7K0.01%+4+11.1%Added
Davis Capital Management41$21.9K0.02%00.0%Unchanged
Hilltop National Bank43$23.3K0.01%00.0%Unchanged
Carmichael Hill & Associates, Inc.45$24.4K0.01%00.0%Unchanged
Dunhill Financial, LLC45$24.5K0.02%+23+104.5%Added
Global Financial Private Client, LLC46$24.9K0.01%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC48$26.0K0.01%00.0%Unchanged