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 |
|---|---|---|---|---|---|
| Marks Group Wealth Management, Inc | 442 | $239.5K | 0.03% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 442 | $239.5K | 0.03% | −23−4.9% | Reduced |
| JT Stratford LLC | 443 | $240.0K | 0.04% | +443 | New |
| Kovack Advisors, Inc. | 443 | $240.1K | 0.03% | −42−8.7% | Reduced |
| Wetzel Investment Advisors, Inc. | 463 | $240.1K | 0.14% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 444 | $240.6K | 0.05% | +444 | New |
| Aurora Private Wealth, Inc. | 445 | $241.0K | 0.21% | 00.0% | Unchanged |
| Fort, L.P. | 448 | $242.8K | 0.62% | +448 | New |
| Koshinski Asset Management, Inc. | 460 | $243.6K | 0.02% | +460 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 450 | $243.8K | 0.16% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 453 | $245.5K | 0.07% | +61+15.6% | Added |
| Capital Asset Advisory Services LLC | 464 | $245.6K | 0.01% | +464 | New |
| Essex Savings Bank | 454 | $246.0K | 0.07% | 00.0% | Unchanged |
| Forte Capital LLC | 454 | $246.0K | 0.03% | +454 | New |
| Waterway Wealth Management, LLC | 455 | $246.5K | 0.12% | +455 | New |
| Raleigh Capital Management Inc. | 455 | $246.6K | 0.10% | +222+95.3% | Added |
| Woodstock Corp | 456 | $247.1K | 0.03% | −85−15.7% | Reduced |
| Invesco, LLC | 459 | $248.7K | 0.10% | 00.0% | Unchanged |
| AlTi Global, Inc. | 460 | $249.3K | 0.01% | −96−17.3% | Reduced |
| Hilltop Holdings Inc. | 460 | $249.3K | 0.03% | −26−5.3% | Reduced |
| Vantage Consulting Group Inc | 465 | $252.0K | 0.19% | −40−7.9% | Reduced |
| Colonial River Wealth Management, LLC | 465 | $252.0K | 0.14% | −5−1.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 473 | $256.4K | 0.07% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 477 | $258.5K | 0.10% | −11−2.3% | Reduced |
| 1858 Wealth Management, LLC | 478 | $259.0K | 0.21% | −1−0.2% | Reduced |
| Wealthspire Advisors, LLC | 478 | $259.1K | 0.00% | −32−6.3% | Reduced |
| TCI Wealth Advisors, Inc. | 479 | $259.6K | 0.02% | +1+0.2% | Added |
| Tobam | 479 | $260.0K | 0.04% | −976−67.1% | Reduced |
| Covestor Ltd | 479 | $260.0K | 0.17% | −14−2.8% | Reduced |
| Meridian Investment Counsel Inc. | 480 | $260.1K | 0.08% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 482 | $261.2K | 0.06% | +8+1.7% | Added |
| Orgel Wealth Management, LLC | 485 | $262.8K | 0.01% | 00.0% | Unchanged |
| Norden Group LLC | 485 | $262.9K | 0.05% | +47+10.7% | Added |
| Tfo-TDC, LLC | 486 | $263.6K | 0.05% | +486 | New |
| Cable Hill Partners, LLC | 491 | $266.1K | 0.03% | +491 | New |
| Harbour Capital Advisors, LLC | 500 | $267.3K | 0.06% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 494 | $267.7K | 0.00% | +80+19.3% | Added |
| Mesirow Financial Investment Management, Inc. | 493 | $267.7K | 0.01% | +17+3.6% | Added |
| Osborne Partners Capital Management, LLC | 497 | $269.3K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 497 | $269.3K | 0.01% | +4+0.8% | Added |
| Phillips Financial Management, LLC | 497 | $269.3K | 0.02% | +13+2.7% | Added |
| FMA Wealth Management, LLC | 500 | $270.9K | 0.22% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 500 | $270.9K | 0.04% | +44+9.6% | Added |
| Girard Partners Ltd. | 501 | $271.5K | 0.03% | −11−2.1% | Reduced |
| Cypress Capital Group | 501 | $271.5K | 0.03% | −30−5.6% | Reduced |
| Resonant Capital Advisors, LLC | 501 | $271.5K | 0.02% | +63+14.4% | Added |
| HRT Financial LP | 502 | $272.0K | 0.00% | +502 | New |
| Mill Creek Capital Advisors, LLC | 502 | $272.0K | 0.01% | +36+7.7% | Added |
| Lebenthal Global Advisors, LLC | 503 | $272.6K | 0.06% | +3+0.6% | Added |
| Larson Financial Group LLC | 503 | $272.8K | 0.02% | +17+3.5% | Added |
| Chicago Partners Investment Group LLC | 510 | $273.4K | 0.01% | +15+3.0% | Added |
| Traveka Wealth, LLC | 506 | $274.4K | 0.13% | +1+0.2% | Added |
| Rockland Trust Co | 507 | $274.7K | 0.01% | +52+11.4% | Added |
| Edge Capital Group, LLC | 509 | $275.8K | 0.01% | 00.0% | Unchanged |
| Trust Investment Advisors | 509 | $275.8K | 0.18% | +57+12.6% | Added |
| North Star Investment Management Corp. | 511 | $276.9K | 0.02% | −3−0.6% | Reduced |
| Founders Financial Alliance, LLC | 511 | $276.9K | 0.08% | −9−1.7% | Reduced |
| FDx Advisors, Inc. | 511 | $277.0K | 0.08% | −107−17.3% | Reduced |
| OneAscent Financial Services LLC | 512 | $278.0K | 0.04% | −160−23.8% | Reduced |
| First Trust Investment Solutions L.P. | 515 | $279.1K | 0.04% | +515 | New |
| 3Chopt Investment Partners, LLC | 516 | $279.6K | 0.09% | +516 | New |
| Capital International Sarl | 517 | $280.1K | 0.01% | +517 | New |
| Alerus Financial NA | 520 | $281.8K | 0.02% | −10−1.9% | Reduced |
| Kelly Financial Services LLC | 521 | $282.3K | 0.10% | −55−9.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 521 | $282.3K | 0.00% | +9+1.8% | Added |
| Formidable Asset Management, LLC | 521 | $282.5K | 0.05% | +32+6.5% | Added |
| AdvisorNet Financial, Inc | 523 | $283.4K | 0.03% | +5+1.0% | Added |
| Monument Capital Management | 524 | $283.9K | 0.08% | +11+2.1% | Added |
| Summit Place Financial Advisors, LLC | 525 | $284.5K | 0.17% | 00.0% | Unchanged |
| Strategic Wealth Designers | 532 | $284.6K | 0.04% | +532 | New |
| Canopy Partners, LLC | 528 | $286.1K | 0.13% | +87+19.7% | Added |
| PAX Financial Group, LLC | 529 | $286.7K | 0.06% | +529 | New |
| E&G Advisors, LP | 530 | $287.2K | 0.08% | +100+23.3% | Added |
| Koss-Olinger Consulting, LLC | 531 | $288.0K | 0.03% | +531 | New |
| Renaissance Group LLC | 536 | $290.4K | 0.01% | +17+3.3% | Added |
| AlphaCore Capital LLC | 536 | $290.4K | 0.07% | +536 | New |
| Relyea Zuckerberg Hanson LLC | 539 | $292.1K | 0.05% | +67+14.2% | Added |
| Diligent Investors, LLC | 542 | $293.7K | 0.07% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 542 | $293.7K | 0.02% | +32+6.3% | Added |
| Apollon Financial, LLC | 545 | $295.3K | 0.10% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 546 | $295.9K | 0.01% | +5+0.9% | Added |
| Sivia Capital Partners, LLC | 546 | $295.9K | 0.20% | +47+9.4% | Added |
| Alpha Family Trust | 550 | $298.0K | 0.17% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 551 | $298.8K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 554 | $300.3K | 0.03% | +16+3.0% | Added |
| Marcum Wealth, LLC | 555 | $300.7K | 0.03% | 00.0% | Unchanged |
| ASB Consultores, LLC | 557 | $301.8K | 0.11% | −92−14.2% | Reduced |
| LJI Wealth Management, LLC | 557 | $301.8K | 0.07% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 557 | $301.8K | 0.04% | +557 | New |
| Kapitalo Investimentos Ltda | 561 | $304.0K | 0.09% | −354−38.7% | Reduced |
| Charter Trust Co | 562 | $304.5K | 0.02% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 562 | $304.6K | 0.03% | +21+3.9% | Added |
| Aviso Wealth Management | 566 | $306.7K | 0.18% | −24−4.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 566 | $306.8K | 0.02% | +2+0.4% | Added |
| FSM Wealth Advisors, LLC | 568 | $307.7K | 0.10% | +24+4.4% | Added |
| Caldwell Trust Co | 569 | $308.3K | 0.03% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 572 | $309.9K | 0.25% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 575 | $311.6K | 0.10% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 575 | $311.6K | 0.06% | +13+2.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 565 | $312.5K | 0.00% | +29+5.4% | Added |