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
- 1,712
- +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
- 711 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 |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 3,791 | $2.05M | 0.14% | +2,186+136.2% | Added |
| Knollwood Investment Advisory, LLC | 3,807 | $2.06M | 0.23% | +1,157+43.7% | Added |
| Peoples Bank | 3,824 | $2.07M | 1.62% | −51−1.3% | Reduced |
| Wedbush Securities Inc | 3,831 | $2.08M | 0.07% | −22−0.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,836 | $2.08M | 0.11% | −2,300−37.5% | Reduced |
| Global Retirement Partners, LLC | 3,851 | $2.09M | 0.07% | +341+9.7% | Added |
| Oxford Wealth Group, LLC | 3,868 | $2.10M | 1.44% | +1,263+48.5% | Added |
| Eisler Capital (UK) Ltd. | 3,875 | $2.10M | 0.68% | +1,043+36.8% | Added |
| Channing Global Advisors, LLC | 3,906 | $2.12M | 1.77% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 3,919 | $2.12M | 0.15% | +3,908+35,527.3% | Added |
| Parallel Advisors, LLC | 3,920 | $2.12M | 0.05% | +339+9.5% | Added |
| Granite Harbor Advisors, Inc. | 3,923 | $2.13M | 1.35% | +258+7.0% | Added |
| Smith, Moore & Co. | 3,933 | $2.13M | 0.22% | 00.0% | Unchanged |
| Evergreen Wealth Management, LLC | 3,935 | $2.13M | 1.41% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,965 | $2.15M | 0.87% | +13+0.3% | Added |
| Mount Yale Investment Advisors, LLC | 3,975 | $2.15M | 0.17% | +145+3.8% | Added |
| National Asset Management, Inc. | 3,982 | $2.16M | 0.05% | +1,127+39.5% | Added |
| Brighton Jones LLC | 3,995 | $2.16M | 0.07% | +9+0.2% | Added |
| Zurich Insurance Group Ltd | 4,000 | $2.17M | 0.02% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 4,012 | $2.17M | 0.09% | −26−0.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,012 | $2.17M | 0.32% | +456+12.8% | Added |
| Pinnacle Associates Ltd | 4,036 | $2.19M | 0.03% | +800+24.7% | Added |
| Meeder Advisory Services, Inc. | 4,048 | $2.19M | 0.16% | +937+30.1% | Added |
| AMG National Trust Bank | 4,060 | $2.20M | 0.06% | −104−2.5% | Reduced |
| Csenge Advisory Group | 4,068 | $2.20M | 0.13% | +77+1.9% | Added |
| Vista Investment Management | 4,079 | $2.21M | 0.90% | +33+0.8% | Added |
| Lederer & Associates Investment Counsel | 4,098 | $2.22M | 1.61% | −204−4.7% | Reduced |
| Great Valley Advisor Group, Inc. | 4,106 | $2.23M | 0.06% | −997−19.5% | Reduced |
| Perbak Capital Partners LLP | 4,109 | $2.23M | 0.66% | +4,109 | New |
| Tufton Capital Management | 4,124 | $2.23M | 0.43% | 00.0% | Unchanged |
| Barden Capital Management, Inc. | 4,153 | $2.25M | 2.12% | +25+0.6% | Added |
| Lido Advisors, LLC | 4,154 | $2.25M | 0.02% | +563+15.7% | Added |
| Moody National Bank Trust Division | 4,164 | $2.26M | 0.18% | +121+3.0% | Added |
| Intellectus Partners, LLC | 4,180 | $2.27M | 0.62% | −386−8.5% | Reduced |
| Maia Wealth LLC | 4,306 | $2.29M | 0.69% | +4,306 | New |
| Drucker Wealth 3.0, LLC | 4,245 | $2.30M | 0.61% | +4,245 | New |
| Atlas Capital Advisors LLC | 4,247 | $2.30M | 0.30% | −347−7.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,310 | $2.34M | 0.09% | +771+21.8% | Added |
| Hofer & Associates. Inc | 4,329 | $2.35M | 1.82% | +3+0.1% | Added |
| Sabal Trust CO | 4,363 | $2.36M | 0.14% | −87−2.0% | Reduced |
| Sapient Capital LLC | 4,384 | $2.38M | 0.05% | +16+0.4% | Added |
| Paralel Advisors LLC | 4,403 | $2.39M | 0.11% | +243+5.8% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 4,407 | $2.39M | 0.37% | +2,307+109.9% | Added |
| Horizon Investment Services, LLC | 4,413 | $2.39M | 1.13% | +100+2.3% | Added |
| Ritholtz Wealth Management | 4,469 | $2.42M | 0.08% | −34−0.8% | Reduced |
| Heritage Wealth Advisors | 4,472 | $2.42M | 0.11% | 00.0% | Unchanged |
| Regions Financial Corp | 4,494 | $2.44M | 0.02% | −105−2.3% | Reduced |
| Sectoral Asset Management Inc | 4,500 | $2.44M | 0.99% | +1,000+28.6% | Added |
| Bartlett & Co. Wealth Management LLC | 4,524 | $2.45M | 0.04% | −14−0.3% | Reduced |
| Harfst & Associates, Inc. | 4,553 | $2.47M | 0.58% | −139−3.0% | Reduced |
| AIA Group Ltd | 4,562 | $2.47M | 0.07% | −91−2.0% | Reduced |
| Bragg Financial Advisors, Inc | 4,566 | $2.47M | 0.11% | −10−0.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 4,598 | $2.49M | 0.48% | −22−0.5% | Reduced |
| Avitas Wealth Management LLC | 4,607 | $2.50M | 0.37% | +5+0.1% | Added |
| Signaturefd, LLC | 4,619 | $2.50M | 0.05% | +351+8.2% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 4,630 | $2.51M | 0.12% | +4,630 | New |
| IMA Wealth, Inc. | 4,672 | $2.53M | 1.12% | +4,672 | New |
| Stonebridge Capital Advisors LLC | 4,682 | $2.54M | 0.22% | −663−12.4% | Reduced |
| Valeo Financial Advisors, LLC | 4,690 | $2.54M | 0.08% | −145−3.0% | Reduced |
| Clear Rock Advisors, LLC | 4,701 | $2.55M | 1.09% | +242+5.4% | Added |
| Old National Bancorp | 4,739 | $2.57M | 0.06% | −168−3.4% | Reduced |
| Lakeview Capital Partners, LLC | 4,987 | $2.59M | 0.42% | 00.0% | Unchanged |
| Scholtz & Company, LLC | 4,797 | $2.60M | 1.11% | −74−1.5% | Reduced |
| Malaga Cove Capital, LLC | 4,803 | $2.60M | 1.06% | −19−0.4% | Reduced |
| Cetera Trust Company, N.A | 4,806 | $2.60M | 1.63% | −661−12.1% | Reduced |
| Portfolio Design Labs, LLC | 4,832 | $2.62M | 0.81% | +988+25.7% | Added |
| Oak Associates, Ltd | 4,833 | $2.62M | 0.17% | 00.0% | Unchanged |
| Intrust Bank NA | 4,841 | $2.62M | 0.28% | +23+0.5% | Added |
| Ascent Group, LLC | 4,903 | $2.66M | 0.22% | +1,138+30.2% | Added |
| Mediolanum International Funds Ltd | 5,321 | $2.66M | 0.04% | −365−6.4% | Reduced |
| Delta Capital Management LLC | 4,920 | $2.67M | 1.61% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,963 | $2.69M | 0.28% | +204+4.3% | Added |
| Unique Wealth Strategies, LLC | 5,202 | $2.70M | 1.26% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 4,985 | $2.70M | 0.06% | −265−5.0% | Reduced |
| Bangor Savings Bank | 5,016 | $2.72M | 0.27% | −132−2.6% | Reduced |
| Gluskin Sheff & Assoc Inc | 5,027 | $2.72M | 0.31% | −51−1.0% | Reduced |
| Community Bank, N.A. | 5,045 | $2.73M | 0.36% | +16+0.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,085 | $2.76M | 0.15% | +207+4.2% | Added |
| Alpine Woods Capital Investors, LLC | 5,092 | $2.76M | 0.43% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 5,100 | $2.76M | 0.03% | −16,500−76.4% | Reduced |
| RSM US Wealth Management LLC | 5,184 | $2.77M | 0.05% | +3,964+324.9% | Added |
| Essex Financial Services, Inc. | 5,343 | $2.81M | 0.21% | +188+3.6% | Added |
| Mizuho Markets Americas LLC | 5,200 | $2.82M | 0.08% | +5,200 | New |
| AE Wealth Management LLC | 5,205 | $2.82M | 0.03% | +637+13.9% | Added |
| Legacy Trust | 5,214 | $2.83M | 0.70% | 00.0% | Unchanged |
| Allen Investment Management LLC | 5,221 | $2.83M | 0.03% | 00.0% | Unchanged |
| Simplify Asset Management Inc. | 5,236 | $2.84M | 0.25% | −3−0.1% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 5,270 | $2.86M | 0.59% | +5,270 | New |
| Keudell/Morrison Wealth Management | 5,281 | $2.86M | 0.84% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 5,300 | $2.87M | 0.03% | +1,600+43.2% | Added |
| Advisors Asset Management, Inc. | 5,323 | $2.88M | 0.06% | +810+17.9% | Added |
| Greenfield Savings Bank | 5,339 | $2.89M | 1.49% | +138+2.7% | Added |
| Landscape Capital Management, L.L.C. | 5,390 | $2.92M | 0.25% | +5,390 | New |
| Atria Wealth Solutions, Inc. | 5,391 | $2.92M | 0.03% | +258+5.0% | Added |
| Castellan Group, LLC | 5,415 | $2.93M | 1.40% | +214+4.1% | Added |
| Accurate Wealth Management, LLC | 5,651 | $3.00M | 0.72% | +397+7.6% | Added |
| Camden National Bank | 5,551 | $3.01M | 0.46% | +674+13.8% | Added |
| Oppenheimer & Co Inc | 5,567 | $3.02M | 0.05% | −434−7.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,634 | $3.05M | 0.15% | +103+1.9% | Added |
| Integrated Advisors Network LLC | 5,720 | $3.10M | 0.16% | +59+1.0% | Added |