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 |
|---|---|---|---|---|---|
| Harbert Fund Advisors, Inc. | 5,750 | $3.12M | 2.50% | +3,750+187.5% | Added |
| LS Investment Advisors, LLC | 5,774 | $3.13M | 0.49% | +933+19.3% | Added |
| Hardy Reed LLC | 5,875 | $3.18M | 0.32% | +5,875 | New |
| D.A. Davidson & Co. | 5,920 | $3.21M | 0.03% | −314−5.0% | Reduced |
| Pinkerton Retirement Specialists, LLC | 5,924 | $3.21M | 0.49% | +328+5.9% | Added |
| Leavell Investment Management, Inc. | 5,965 | $3.23M | 0.18% | +105+1.8% | Added |
| Plato Investment Management Ltd | 5,998 | $3.25M | 0.30% | +152+2.6% | Added |
| Guardian Capital Advisors LP | 6,151 | $3.29M | 0.35% | −600−8.9% | Reduced |
| Flputnam Investment Management Co | 6,081 | $3.29M | 0.06% | −614−9.2% | Reduced |
| YHB Investment Advisors, Inc. | 6,085 | $3.30M | 0.28% | +8+0.1% | Added |
| Resources Investment Advisors, LLC. | 6,087 | $3.30M | 0.04% | −1,570−20.5% | Reduced |
| Nomura Holdings Inc | 6,094 | $3.30M | 0.02% | +4,199+221.6% | Added |
| Lester Murray Antman dba SimplyRich | 6,112 | $3.31M | 1.05% | +56+0.9% | Added |
| Jackson Hole Capital Partners, LLC | 6,119 | $3.32M | 0.73% | +55+0.9% | Added |
| Timber Creek Capital Management LLC | 6,144 | $3.33M | 1.00% | +14+0.2% | Added |
| Bailard, Inc. | 6,157 | $3.34M | 0.09% | −95−1.5% | Reduced |
| Strategic Financial Concepts, LLC | 55,241 | $3.35M | 0.01% | +55,241 | New |
| Fort Washington Investment Advisors Inc | 6,194 | $3.36M | 0.02% | +63+1.0% | Added |
| Dynamic Advisor Solutions LLC | 6,234 | $3.38M | 0.11% | +65+1.1% | Added |
| TrinityPoint Wealth, LLC | 6,235 | $3.38M | 0.53% | −5−0.1% | Reduced |
| Verition Fund Management LLC | 6,243 | $3.38M | 0.03% | −33,982−84.5% | Reduced |
| Savant Capital, LLC | 6,285 | $3.41M | 0.03% | +1,439+29.7% | Added |
| Trivant Custom Portfolio Group, LLC | 6,290 | $3.41M | 2.09% | −34−0.5% | Reduced |
| Squarepoint Ops LLC | 6,299 | $3.41M | 0.01% | −65,134−91.2% | Reduced |
| CAPROCK Group, Inc. | 6,318 | $3.42M | 0.14% | +2,108+50.1% | Added |
| Sequoia Financial Advisors, LLC | 6,328 | $3.43M | 0.04% | +253+4.2% | Added |
| Stock Yards Bank & Trust Co | 6,350 | $3.44M | 0.11% | −529−7.7% | Reduced |
| Hohimer Wealth Management, LLC | 6,361 | $3.45M | 0.80% | +4,309+210.0% | Added |
| Transform Wealth, LLC | 6,381 | $3.46M | 0.26% | −90−1.4% | Reduced |
| Edmp, Inc. | 6,451 | $3.50M | 3.17% | −6−0.1% | Reduced |
| Donaldson Capital Management, LLC | 6,470 | $3.51M | 0.15% | +808+14.3% | Added |
| Family Legacy, Inc. | 6,472 | $3.51M | 1.26% | −106−1.6% | Reduced |
| RDA Financial Network | 6,473 | $3.51M | 1.15% | +7+0.1% | Added |
| Princeton Global Asset Management LLC | 6,514 | $3.53M | 0.78% | +229+3.6% | Added |
| Toroso Investments, LLC | 6,529 | $3.54M | 0.05% | +300+4.8% | Added |
| Chemistry Wealth Management LLC | 6,532 | $3.54M | 0.91% | +472+7.8% | Added |
| James Investment Research Inc | 6,612 | $3.58M | 0.43% | −6−0.1% | Reduced |
| Voya Financial Advisors, Inc. | 6,691 | $3.58M | 0.41% | +461+7.4% | Added |
| Agf Management Ltd | 6,744 | $3.65M | 0.02% | −209−3.0% | Reduced |
| Winton Group Ltd | 6,771 | $3.67M | 0.25% | +6,771 | New |
| Schonfeld Strategic Advisors LLC | 6,800 | $3.68M | 0.03% | −26,196−79.4% | Reduced |
| GLOBALT Investments LLC | 6,817 | $3.69M | 0.15% | +6,817 | New |
| Strategic Wealth Partners, Ltd. | 6,824 | $3.70M | 0.39% | −16−0.2% | Reduced |
| Acadian Asset Management LLC | 6,851 | $3.71M | 0.01% | −25,602−78.9% | Reduced |
| Earnest Partners LLC | 6,920 | $3.75M | 0.02% | −181−2.5% | Reduced |
| Semmax Financial Advisors Inc. | 7,053 | $3.75M | 1.13% | +675+10.6% | Added |
| Bull Street Advisors, LLC | 6,926 | $3.75M | 1.81% | 00.0% | Unchanged |
| Groupama Asset Managment | 7,021 | $3.80M | 0.08% | −1,902−21.3% | Reduced |
| Coastline Trust Co | 7,070 | $3.83M | 0.45% | −25−0.4% | Reduced |
| First Hawaiian Bank | 7,075 | $3.83M | 0.13% | +482+7.3% | Added |
| NEOS Investment Management LLC | 7,076 | $3.83M | 0.16% | +1,992+39.2% | Added |
| Garrison Bradford & Associates Inc | 7,132 | $3.87M | 3.97% | 00.0% | Unchanged |
| Greenleaf Trust | 7,141 | $3.87M | 0.04% | +158+2.3% | Added |
| Johnson Investment Counsel Inc | 7,208 | $3.91M | 0.04% | +1,480+25.8% | Added |
| Round Rock Advisors, LLC | 7,209 | $3.91M | 0.95% | +309+4.5% | Added |
| Atlantic Union Bankshares Corp | 7,253 | $3.93M | 0.25% | +6,683+1,172.5% | Added |
| Strategy Asset Managers LLC | 8,963 | $3.98M | 0.89% | +2,446+37.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,396 | $4.01M | 0.10% | −59−0.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 7,443 | $4.03M | 0.88% | +1,346+22.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,496 | $4.06M | 0.28% | −258−3.3% | Reduced |
| Te Ahumairangi Investment Management Ltd | 7,525 | $4.08M | 0.78% | −368−4.7% | Reduced |
| Liberty One Investment Management, LLC | 7,544 | $4.09M | 0.46% | +831+12.4% | Added |
| Oppenheimer Asset Management Inc. | 7,580 | $4.11M | 0.05% | +2,386+45.9% | Added |
| Radnor Capital Management, LLC | 7,660 | $4.15M | 1.27% | +290+3.9% | Added |
| Axiom Advisory, LLC | 7,875 | $4.16M | 0.05% | +7,875 | New |
| United Capital Financial Advisers, LLC | 7,711 | $4.18M | 0.04% | +146+1.9% | Added |
| Tandem Capital Management Corp | 7,911 | $4.20M | 2.30% | −135−1.7% | Reduced |
| Beacon Pointe Advisors, LLC | 7,757 | $4.20M | 0.05% | −332−4.1% | Reduced |
| Magnetar Financial LLC | 7,808 | $4.23M | 0.09% | +6,558+524.6% | Added |
| Stanley-Laman Group, Ltd. | 7,826 | $4.24M | 0.61% | +357+4.8% | Added |
| CenterBook Partners LP | 7,829 | $4.24M | 0.26% | +7,829 | New |
| AustralianSuper Pty Ltd | 7,898 | $4.28M | 0.02% | +1,016+14.8% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $4.33M | 0.99% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 8,057 | $4.37M | 0.21% | +265+3.4% | Added |
| Alps Advisors Inc | 8,072 | $4.37M | 0.03% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 8,095 | $4.39M | 0.11% | +375+4.9% | Added |
| Synovus Financial Corp | 8,171 | $4.43M | 0.06% | +10+0.1% | Added |
| Narwhal Capital Management | 8,178 | $4.43M | 0.42% | −410−4.8% | Reduced |
| TownSquare Capital, LLC | 8,210 | $4.45M | 0.06% | +2,118+34.8% | Added |
| Benedict Financial Advisors Inc | 8,282 | $4.49M | 1.14% | −137−1.6% | Reduced |
| Norinchukin Bank, The | 8,306 | $4.50M | 0.13% | +67+0.8% | Added |
| BKD Wealth Advisors, LLC | 8,332 | $4.51M | 0.11% | +56+0.7% | Added |
| Vinva Investment Management Ltd | 8,465 | $4.54M | 0.23% | +197+2.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,398 | $4.55M | 0.01% | −2,902−25.7% | Reduced |
| CWM, LLC | 8,433 | $4.57M | 0.02% | +1,068+14.5% | Added |
| Toth Financial Advisory Corp | 8,539 | $4.63M | 0.59% | +1,027+13.7% | Added |
| Family Management Corp | 8,563 | $4.64M | 0.82% | +441+5.4% | Added |
| Kestra Private Wealth Services, LLC | 8,578 | $4.65M | 0.09% | +1,040+13.8% | Added |
| Burney Co | 8,658 | $4.69M | 0.18% | −252−2.8% | Reduced |
| Tocqueville Asset Management L.P. | 8,686 | $4.71M | 0.08% | −5−0.1% | Reduced |
| Greenup Street Wealth Management LLC | 8,694 | $4.71M | 1.11% | +319+3.8% | Added |
| Everence Capital Management Inc | 9,010 | $4.76M | 0.33% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 8,858 | $4.80M | 0.08% | +7,167+423.8% | Added |
| Tiaa Trust, National Association | 8,882 | $4.81M | 0.01% | −235−2.6% | Reduced |
| Public Sector Pension Investment Board | 8,932 | $4.84M | 0.03% | +3,711+71.1% | Added |
| LGT Fund Management Co Ltd. | 8,981 | $4.87M | 0.61% | +3,057+51.6% | Added |
| Independent Advisor Alliance | 9,013 | $4.88M | 0.17% | −199−2.2% | Reduced |
| Park Avenue Securities LLC | 9,138 | $4.95M | 0.06% | +646+7.6% | Added |
| Empirical Finance, LLC | 9,147 | $4.96M | 0.31% | +526+6.1% | Added |
| Hamilton Capital Partners Inc. | 9,231 | $5.00M | 0.54% | +514+5.9% | Added |