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 |
|---|---|---|---|---|---|
| Belmont Capital, LLC | 300 | $162.6K | 0.03% | +300 | New |
| Hobbs Group Advisors, LLC | 304 | $164.5K | 0.06% | +304 | New |
| Bruce G. Allen Investments, LLC | 312 | $169.1K | 0.14% | +46+17.3% | Added |
| Heritage Wealth Management, Inc. | 313 | $169.6K | 0.16% | +313 | New |
| Washington Trust Advisors, Inc. | 313 | $169.6K | 0.02% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 317 | $171.8K | 0.05% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 324 | $175.8K | 0.04% | +1+0.3% | Added |
| Kozak & Associates, Inc. | 334 | $177.2K | 0.04% | +14+4.4% | Added |
| Rational Advisors LLC | 331 | $179.4K | 0.02% | +331 | New |
| Oakworth Capital, Inc. | 338 | $183.1K | 0.01% | +228+207.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 340 | $184.2K | 0.05% | +4+1.2% | Added |
| American National Bank | 343 | $185.9K | 0.02% | +26+8.2% | Added |
| Private Ocean, LLC | 348 | $188.7K | 0.02% | +22+6.7% | Added |
| Atticus Wealth Management, LLC | 349 | $189.2K | 0.06% | 00.0% | Unchanged |
| Delta Asset Management LLC | 370 | $200.5K | 0.02% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 371 | $201.0K | 0.21% | +371 | New |
| Fidelity D & D Bancorp Inc | 371 | $201.0K | 0.15% | +371 | New |
| Boothbay Fund Management, LLC | 371 | $201.0K | 0.01% | +371 | New |
| Retirement Planning Group | 371 | $201.1K | 0.01% | +371 | New |
| Independent Wealth Network Inc. | 372 | $201.6K | 0.09% | +372 | New |
| Shepherd Financial Partners LLC | 372 | $201.8K | 0.03% | +372 | New |
| Bahl & Gaynor Inc | 373 | $202.1K | 0.00% | −26−6.5% | Reduced |
| Monterey Private Wealth, Inc. | 373 | $202.1K | 0.08% | +373 | New |
| Seed Wealth Management, Inc. | 374 | $202.7K | 0.18% | +374 | New |
| Fingerlakes Wealth Management, Inc. | 375 | $203.1K | 0.18% | +375 | New |
| Center for Financial Planning, Inc. | 375 | $203.2K | 0.03% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 375 | $203.2K | 0.13% | +375 | New |
| Forza Wealth Management, LLC | 376 | $203.7K | 0.11% | +376 | New |
| MJP Associates Inc | 376 | $203.8K | 0.04% | +376 | New |
| McNamara Financial Services, Inc. | 378 | $204.8K | 0.04% | +378 | New |
| MV Capital Management, Inc. | 379 | $205.4K | 0.02% | +11+3.0% | Added |
| MBA Advisors LLC | 379 | $205.4K | 0.11% | +379 | New |
| Advisor OS, LLC | 380 | $205.9K | 0.02% | +380 | New |
| Hartford Financial Management Inc. | 380 | $205.9K | 0.04% | 00.0% | Unchanged |
| Smithfield Trust Co | 383 | $207.0K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 400 | $207.4K | 0.00% | +66+19.8% | Added |
| Ferguson Wellman Capital Management, Inc | 383 | $207.5K | 0.00% | −6−1.5% | Reduced |
| Avantax Planning Partners, Inc. | 386 | $209.2K | 0.01% | −315−44.9% | Reduced |
| LexAurum Advisors, LLC | 387 | $209.7K | 0.05% | +387 | New |
| Hutchens & Kramer Investment Management Group, LLC | 393 | $210.1K | 0.12% | −56−12.5% | Reduced |
| Kathmere Capital Management, LLC | 388 | $210.2K | 0.02% | +388 | New |
| AIMZ Investment Advisors, LLC | 389 | $210.8K | 0.08% | −15−3.7% | Reduced |
| Global Assets Advisory, LLC | 390 | $211.3K | 0.34% | −210,654−99.8% | Reduced |
| Hibernia Wealth Partners, LLC | 391 | $211.4K | 0.07% | +391 | New |
| Cohen & Steers, Inc. | 392 | $212.0K | 0.00% | −7−1.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 393 | $213.0K | 0.01% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 396 | $214.0K | 0.02% | +5+1.3% | Added |
| Bay Rivers Group | 395 | $214.0K | 0.11% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 395 | $214.0K | 0.11% | 00.0% | Unchanged |
| Vicus Capital | 396 | $214.8K | 0.02% | +3+0.8% | Added |
| Smith Anglin Financial, LLC | 399 | $216.1K | 0.02% | −41−9.3% | Reduced |
| CTC Alternative Strategies, Ltd. | 399 | $216.2K | 0.09% | +399 | New |
| Sentinus, LLC | 399 | $216.2K | 0.07% | +399 | New |
| Avalon Trust Co | 400 | $216.7K | 0.02% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 400 | $217.0K | 0.03% | 00.0% | Unchanged |
| Campbell Wealth Management | 400 | $217.0K | 0.07% | 00.0% | Unchanged |
| TradeLink Capital LLC | 400 | $217.0K | 0.63% | +400 | New |
| Reston Wealth Management LLC | 401 | $217.1K | 0.09% | −220−35.4% | Reduced |
| MQS Management LLC | 401 | $217.3K | 0.13% | +401 | New |
| German American Bancorp, Inc. | 402 | $217.8K | 0.03% | +402 | New |
| Steel Peak Wealth Management LLC | 402 | $217.8K | 0.01% | +8+2.0% | Added |
| Legacy Edge Advisors, LLC | 404 | $218.9K | 0.04% | −4−1.0% | Reduced |
| Ariston Services Group | 406 | $220.0K | 0.21% | 00.0% | Unchanged |
| New Republic Capital, LLC | 406 | $220.1K | 0.11% | +406 | New |
| Balboa Wealth Partners | 406 | $220.1K | 0.06% | +406 | New |
| Optas, LLC | 407 | $220.5K | 0.06% | +407 | New |
| Carson Advisory Inc. | 408 | $221.1K | 0.16% | −315−43.6% | Reduced |
| Fosun International Ltd | 410 | $222.2K | 0.07% | 00.0% | Unchanged |
| Old Port Advisors | 410 | $222.2K | 0.07% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 411 | $222.7K | 0.08% | +4+1.0% | Added |
| OneAscent Wealth Management LLC | 412 | $223.0K | 0.12% | −163−28.3% | Reduced |
| BCJ Capital Management, LLC | 413 | $223.8K | 0.02% | −21−4.8% | Reduced |
| Renasant Bank | 413 | $223.8K | 0.15% | +413 | New |
| Prairiewood Capital, LLC | 415 | $224.9K | 0.11% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 416 | $225.4K | 0.06% | +15+3.7% | Added |
| Security Financial Services, INC. | 416 | $225.4K | 0.05% | +19+4.8% | Added |
| Hamilton Capital, LLC | 417 | $226.0K | 0.02% | −392−48.5% | Reduced |
| Commonwealth Retirement Investments LLC | 417 | $226.0K | 0.10% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 419 | $226.8K | 0.17% | +1+0.2% | Added |
| Carret Asset Management, LLC | 420 | $227.6K | 0.03% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 422 | $228.9K | 0.01% | +6+1.4% | Added |
| Main Street Financial Solutions, LLC | 426 | $230.7K | 0.02% | +3+0.7% | Added |
| Convergence Financial, LLC | 426 | $230.8K | 0.06% | +426 | New |
| Archer Investment Corp | 428 | $231.8K | 0.07% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 431 | $233.5K | 0.11% | 00.0% | Unchanged |
| Nwam LLC | 431 | $233.6K | 0.07% | −15−3.4% | Reduced |
| Fountainhead AM, LLC | 432 | $233.9K | 0.06% | +5+1.2% | Added |
| Forum Private Client Group LLC | 434 | $235.2K | 0.11% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 434 | $235.2K | 0.01% | −29−6.3% | Reduced |
| Gillespie Robinson & Grimm Inc | 435 | $235.7K | 0.02% | −50−10.3% | Reduced |
| Financial Council Asset Management Inc | 435 | $235.7K | 0.13% | 00.0% | Unchanged |
| Park National Corp | 435 | $235.7K | 0.01% | +10+2.4% | Added |
| Spinnaker Trust | 437 | $236.8K | 0.02% | −53−10.8% | Reduced |
| TFB Advisors LLC | 437 | $236.8K | 0.08% | +437 | New |
| Equitable Holdings, Inc. | 439 | $237.9K | 0.00% | +439 | New |
| Accretive Wealth Partners, LLC | 440 | $238.4K | 0.10% | −4−0.9% | Reduced |
| Fairhaven Wealth Management, LLC | 441 | $239.0K | 0.08% | +1+0.2% | Added |
| Weil Company, Inc. | 442 | $239.5K | 0.09% | −172−28.0% | Reduced |
| Gemmer Asset Management LLC | 442 | $239.5K | 0.03% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 442 | $239.5K | 0.08% | 00.0% | Unchanged |