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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,614 | $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 |
|---|---|---|---|---|---|
| Moisand Fitzgerald Tamayo, LLC | 49 | $26.6K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 50 | $27.1K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 50 | $27.1K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 50 | $27.1K | 0.02% | +50 | New |
| Raffa Wealth Management, LLC | 52 | $28.2K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 52 | $28.2K | 0.01% | +52 | New |
| Field & Main Bank | 55 | $29.8K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 56 | $30.3K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 58 | $31.5K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 59 | $32.0K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 59 | $32.2K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 61 | $33.1K | 0.02% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 66 | $33.4K | 0.00% | +3+4.8% | Added |
| FinTrust Capital Advisors, LLC | 62 | $33.6K | 0.01% | +20+47.6% | Added |
| Hexagon Capital Partners LLC | 65 | $35.2K | 0.01% | +1+1.6% | Added |
| Acima Private Wealth, LLC | 66 | $35.8K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 68 | $36.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 70 | $37.9K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 70 | $37.9K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 71 | $38.3K | 0.01% | −40−36.0% | Reduced |
| Laurel Wealth Advisors LLC | 74 | $40.1K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 75 | $40.6K | 0.01% | −40−34.8% | Reduced |
| Farmers & Merchants Investments Inc | 75 | $40.6K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 75 | $40.6K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 79 | $42.8K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 79 | $42.8K | 0.01% | 00.0% | Unchanged |
| Motco | 85 | $46.1K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 86 | $46.4K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 86 | $46.5K | 0.02% | −2−2.3% | Reduced |
| Tyler-Stone Wealth Management | 88 | $47.7K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 90 | $48.8K | 0.02% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 90 | $49.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 94 | $50.9K | 0.02% | +8+9.3% | Added |
| Bogart Wealth, LLC | 99 | $53.6K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 100 | $54.2K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 104 | $56.4K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 104 | $56.4K | 0.01% | +20+23.8% | Added |
| Bullock Wealth Management Group | 106 | $56.6K | 0.04% | −40−27.4% | Reduced |
| Orion Capital Management LLC | 105 | $56.9K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 106 | $57.4K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 109 | $59.1K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 114 | $61.8K | 0.00% | +114 | New |
| Core Alternative Capital | 115 | $62.3K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 119 | $63.6K | 0.01% | +103+643.8% | Added |
| Operose Advisors LLC | 118 | $63.9K | 0.02% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 121 | $65.4K | 0.10% | +101+505.0% | Added |
| Riverview Trust Co | 122 | $66.1K | 0.06% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 123 | $66.7K | 0.00% | +4+3.4% | Added |
| Rise Advisors, LLC | 125 | $67.6K | 0.04% | +1+0.8% | Added |
| Missouri Trust & Investment Co | 125 | $67.7K | 0.03% | −25−16.7% | Reduced |
| First United Bank Trust | 125 | $67.7K | 0.03% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 127 | $68.8K | 0.05% | 00.0% | Unchanged |
| Quarry LP | 134 | $72.6K | 0.03% | +134 | New |
| Financial Management Professionals, Inc. | 134 | $73.0K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 136 | $73.7K | 0.05% | −4−2.9% | Reduced |
| Western Pacific Wealth Management, LP | 142 | $76.9K | 0.06% | +21+17.4% | Added |
| Coston, McIsaac & Partners | 150 | $81.0K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 150 | $81.3K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 150 | $81.3K | 0.02% | +77+105.5% | Added |
| Salomon & Ludwin, LLC | 151 | $81.8K | 0.01% | −1,730−92.0% | Reduced |
| Coppell Advisory Solutions LLC | 153 | $82.9K | 0.01% | +153 | New |
| DiNuzzo Private Wealth, Inc. | 154 | $83.4K | 0.01% | +3+2.0% | Added |
| Rosenberg Matthew Hamilton | 159 | $85.0K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 157 | $85.0K | 0.00% | +27+20.8% | Added |
| McMahon Financial Advisors, LLC | 159 | $86.2K | 0.02% | +159 | New |
| AllSquare Wealth Management LLC | 160 | $86.7K | 0.05% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 164 | $88.9K | 0.03% | 00.0% | Unchanged |
| City State Bank | 165 | $89.4K | 0.04% | +20+13.8% | Added |
| Central Bank & Trust Co | 168 | $91.0K | 0.01% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 174 | $94.3K | 0.01% | −3,278−95.0% | Reduced |
| AlphaMark Advisors, LLC | 175 | $95.0K | 0.03% | −30−14.6% | Reduced |
| Hanson & Doremus Investment Management | 176 | $95.0K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 180 | $97.5K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 183 | $99.1K | 0.07% | +183 | New |
| Eagle Bay Advisors LLC | 191 | $103.6K | 0.06% | −3−1.5% | Reduced |
| Zions Bancorporation, N.A. | 193 | $104.6K | 0.01% | −45−18.9% | Reduced |
| Ancora Advisors, LLC | 199 | $107.8K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 200 | $108.4K | 0.07% | 00.0% | Unchanged |
| Walleye Capital LLC | 210 | $113.8K | 0.00% | −4,962−95.9% | Reduced |
| Silver Oak Securities, Inc | 220 | $119.2K | 0.02% | +15+7.3% | Added |
| Evolution Advisers, Inc. | 236 | $127.0K | 0.07% | −114−32.6% | Reduced |
| Investors Research Corp | 235 | $127.3K | 0.03% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 243 | $131.7K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 249 | $135.0K | 0.02% | +1+0.4% | Added |
| West Oak Capital, LLC | 250 | $135.5K | 0.05% | 00.0% | Unchanged |
| Monetary Management Group Inc | 250 | $135.5K | 0.04% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 257 | $139.3K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 260 | $141.1K | 0.01% | +15+6.1% | Added |
| Ashton Thomas Private Wealth, LLC | 263 | $142.3K | 0.01% | +263 | New |
| Colonial Trust Advisors | 269 | $145.8K | 0.01% | −3−1.1% | Reduced |
| Harvest Fund Management Co., Ltd | 270 | $146.0K | 0.01% | −101−27.2% | Reduced |
| Venturi Wealth Management, LLC | 276 | $149.6K | 0.01% | +132+91.7% | Added |
| Main Street Group, LTD | 280 | $149.6K | 0.06% | −267−48.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 288 | $156.1K | 0.05% | +288 | New |
| Great Lakes Retirement, Inc. | 293 | $158.8K | 0.02% | +293 | New |
| JFS Wealth Advisors, LLC | 296 | $160.4K | 0.01% | +17+6.1% | Added |
| Trust Co of Vermont | 299 | $162.0K | 0.01% | +232+346.3% | Added |
| Mechanics Financial Corp | 300 | $162.6K | 0.08% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 300 | $162.6K | 0.07% | +100+50.0% | Added |
| Caption Management, LLC | 300 | $162.6K | 0.02% | +300 | New |