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, 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.
| 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 | 1,703 | $107.2B |
| Q2 2024 | 1,713 | $112.7B |
| Q1 2024 | 1,673 | $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 | 1,551 | $108.8B |
| Q3 2022 | 1,449 | $97.0B |
| Q2 2022 | 1,444 | $103.2B |
| Q1 2022 | 1,424 | $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, Q2 2024
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mirabella Financial Services LLP | 2,532 | $1.37M | 0.10% | +2,532 | New |
| Aptus Capital Advisors, LLC | 2,537 | $1.37M | 0.03% | +111+4.6% | Added |
| Matisse Capital | 2,550 | $1.38M | 0.68% | −137−5.1% | Reduced |
| Principle Wealth Partners LLC | 2,554 | $1.38M | 0.11% | +104+4.2% | Added |
| USA Financial Portformulas Corp | 2,563 | $1.39M | 0.23% | +2,336+1,029.1% | Added |
| RMB Capital Management, LLC | 2,566 | $1.39M | 0.03% | −419−14.0% | Reduced |
| Empower Advisory Group, LLC | 2,591 | $1.40M | 0.01% | −185−6.7% | Reduced |
| GAMMA Investing LLC | 2,596 | $1.41M | 0.19% | +673+35.0% | Added |
| Acropolis Investment Management, LLC | 2,597 | $1.41M | 0.09% | −57−2.1% | Reduced |
| Vident Advisory, LLC | 2,624 | $1.42M | 0.04% | −58,463−95.7% | Reduced |
| Banco BTG Pactual S.A. | 2,658 | $1.42M | 0.36% | +1,308+96.9% | Added |
| SpiderRock Advisors, LLC | 2,629 | $1.42M | 0.04% | +1,984+307.6% | Added |
| Checchi Capital Advisers, LLC | 2,632 | $1.43M | 0.11% | +9+0.3% | Added |
| Foresight Global Investors, Inc. | 2,645 | $1.43M | 0.69% | 00.0% | Unchanged |
| Umb Bank N A | 2,646 | $1.43M | 0.02% | −134−4.8% | Reduced |
| Ballentine Partners, LLC | 2,647 | $1.43M | 0.03% | +673+34.1% | Added |
| Rehmann Capital Advisory Group | 2,680 | $1.45M | 0.10% | +80+3.1% | Added |
| Jones Financial Companies LLLP | 2,702 | $1.46M | 0.00% | +2,328+622.5% | Added |
| Snowden Capital Advisors LLC | 2,704 | $1.46M | 0.04% | −92−3.3% | Reduced |
| Forum Financial Management, LP | 2,709 | $1.47M | 0.03% | −77−2.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 2,709 | $1.47M | 0.37% | +1,397+106.5% | Added |
| Trust Asset Management LLC | 2,711 | $1.47M | 0.12% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 2,714 | $1.47M | 0.53% | +2,714 | New |
| Thoroughbred Financial Services, LLC | 2,716 | $1.47M | 0.10% | +1,766+185.9% | Added |
| Pitcairn Co | 2,729 | $1.48M | 0.09% | +200+7.9% | Added |
| We Are One Seven, LLC | 2,740 | $1.48M | 0.07% | −10.0% | Reduced |
| Insight Inv LLC | 2,745 | $1.49M | 1.28% | +100+3.8% | Added |
| Jackson Wealth Management, LLC | 2,749 | $1.49M | 0.32% | −2,130−43.7% | Reduced |
| Copperleaf Capital, LLC | 2,773 | $1.50M | 1.20% | +151+5.8% | Added |
| Golden State Equity Partners | 2,775 | $1.50M | 0.31% | +2,775 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,779 | $1.51M | 0.17% | −98−3.4% | Reduced |
| Westpac Banking Corp | 2,782 | $1.51M | 0.12% | −445−13.8% | Reduced |
| Modern Wealth Management, LLC | 2,784 | $1.51M | 0.11% | +992+55.4% | Added |
| King Wealth | 2,793 | $1.51M | 0.25% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,870 | $1.52M | 0.05% | +187+7.0% | Added |
| Robertson Stephens Wealth Management, LLC | 2,808 | $1.52M | 0.08% | +51+1.8% | Added |
| Searle & Co. | 2,826 | $1.53M | 0.36% | +49+1.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,869 | $1.53M | 0.18% | +636+28.5% | Added |
| Coastal Investment Advisors, Inc. | 2,838 | $1.54M | 0.30% | +120+4.4% | Added |
| Cape Investment Advisory, Inc. | 2,861 | $1.55M | 0.70% | +13+0.5% | Added |
| Pinnacle Financial Partners Inc | 2,898 | $1.55M | 0.03% | −46−1.6% | Reduced |
| TD Private Client Wealth LLC | 2,865 | $1.55M | 0.05% | −499−14.8% | Reduced |
| Cunning Capital Partners, LP | 2,880 | $1.56M | 0.89% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,885 | $1.56M | 0.07% | −814−22.0% | Reduced |
| Symmetry Investments LP | 2,900 | $1.57M | 0.20% | +2,900 | New |
| Asset Dedication, LLC | 2,905 | $1.57M | 0.11% | +275+10.5% | Added |
| Laurion Capital Management LP | 2,914 | $1.58M | 0.05% | +2,914 | New |
| Walleye Trading LLC | 2,938 | $1.59M | 0.03% | +831+39.4% | Added |
| J. Safra Sarasin Holding AG | 2,940 | $1.59M | 0.03% | +2,940 | New |
| Churchill Management Corp | 2,956 | $1.60M | 0.02% | −230−7.2% | Reduced |
| Benjamin Edwards Inc | 2,956 | $1.60M | 0.31% | +41+1.4% | Added |
| Verdad Advisers, LP | 3,015 | $1.63M | 1.89% | +865+40.2% | Added |
| Insight Wealth Strategies, LLC | 3,021 | $1.64M | 0.23% | +78+2.7% | Added |
| Institute for Wealth Management, LLC. | 3,029 | $1.64M | 0.22% | −3−0.1% | Reduced |
| Summit Trail Advisors, LLC | 3,076 | $1.67M | 0.04% | +302+10.9% | Added |
| Symmetry Partners, LLC | 3,082 | $1.67M | 0.09% | −117−3.7% | Reduced |
| Wright Investors Service Inc | 3,112 | $1.69M | 0.44% | −2,094−40.2% | Reduced |
| Wealth Architects, LLC | 3,117 | $1.69M | 0.21% | +7+0.2% | Added |
| Warren Averett Asset Management, LLC | 3,144 | $1.70M | 0.03% | +271+9.4% | Added |
| Sentry LLC | 3,179 | $1.72M | 0.32% | −30−0.9% | Reduced |
| Lake Street Advisors Group, LLC | 3,196 | $1.73M | 0.08% | −51−1.6% | Reduced |
| Simplex Trading, LLC | 3,231 | $1.75M | 0.06% | +3,231 | New |
| Haverford Trust Co | 3,277 | $1.78M | 0.02% | −95−2.8% | Reduced |
| Freedom Day Solutions, LLC | 3,292 | $1.78M | 0.60% | +3,292 | New |
| Souders Financial Advisors | 3,294 | $1.79M | 0.27% | +975+42.0% | Added |
| HF Advisory Group, LLC | 3,316 | $1.80M | 0.93% | +333+11.2% | Added |
| Archford Capital Strategies, LLC | 3,355 | $1.82M | 0.29% | +75+2.3% | Added |
| Twin City Private Wealth, LLC | 3,369 | $1.83M | 1.72% | +272+8.8% | Added |
| Wolverine Asset Management LLC | 3,372 | $1.83M | 0.03% | −694−17.1% | Reduced |
| Centiva Capital, LP | 3,372 | $1.83M | 0.09% | +3,372 | New |
| Dorsey & Whitney Trust CO LLC | 3,386 | $1.83M | 0.13% | +18+0.5% | Added |
| HighPoint Advisor Group LLC | 3,443 | $1.85M | 0.11% | +50+1.5% | Added |
| Fidelis Capital Partners, LLC | 3,552 | $1.85M | 0.26% | +1,168+49.0% | Added |
| Hancock Whitney Corp | 3,449 | $1.87M | 0.06% | −127−3.6% | Reduced |
| Kornitzer Capital Management Inc | 3,495 | $1.89M | 0.04% | +120+3.6% | Added |
| Profund Advisors LLC | 3,533 | $1.91M | 0.07% | −61−1.7% | Reduced |
| Merit Financial Group, LLC | 3,544 | $1.92M | 0.04% | +66+1.9% | Added |
| Pensionfund Sabic | 3,550 | $1.92M | 0.57% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 3,600 | $1.95M | 0.07% | 00.0% | Unchanged |
| Syon Capital LLC | 3,636 | $1.97M | 0.18% | +104+2.9% | Added |
| Integrated Wealth Concepts LLC | 3,642 | $1.97M | 0.03% | +302+9.0% | Added |
| Uncommon Cents Investing LLC | 3,648 | $1.98M | 0.62% | +50+1.4% | Added |
| FRG Family Wealth Advisors LLC | 3,810 | $2.00M | 0.39% | 00.0% | Unchanged |
| FJ Capital Management LLC | 3,686 | $2.00M | 0.21% | −98−2.6% | Reduced |
| Qtron Investments LLC | 3,694 | $2.00M | 0.29% | +1,171+46.4% | Added |
| Coldstream Capital Management Inc | 3,696 | $2.00M | 0.05% | +53+1.5% | Added |
| Violich Capital Management, Inc. | 3,700 | $2.00M | 0.27% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 3,705 | $2.01M | 0.05% | −1,197−24.4% | Reduced |
| CWM Advisors, LLC | 3,708 | $2.01M | 0.23% | +2,856+335.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,715 | $2.01M | 0.46% | 00.0% | Unchanged |
| Legato Capital Management LLC | 3,722 | $2.02M | 0.27% | −1,705−31.4% | Reduced |
| World Equity Group, Inc. | 3,727 | $2.02M | 0.60% | −2,127−36.3% | Reduced |
| DB Fitzpatrick & Co, Inc | 3,730 | $2.02M | 1.87% | −29−0.8% | Reduced |
| Headlands Technologies LLC | 3,744 | $2.03M | 0.22% | +2,920+354.4% | Added |
| FORA Capital, LLC | 3,748 | $2.03M | 0.25% | −18,938−83.5% | Reduced |
| Chesley Taft & Associates LLC | 3,749 | $2.03M | 0.10% | −17−0.5% | Reduced |
| Advisory Services Network, LLC | 3,778 | $2.05M | 0.04% | −711−15.8% | Reduced |
| Alpha DNA Investment Management LLC | 3,778 | $2.05M | 1.16% | −220−5.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,780 | $2.05M | 0.09% | +2,591+217.9% | Added |
| Apollon Wealth Management, LLC | 3,785 | $2.05M | 0.06% | +553+17.1% | Added |