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 |
|---|---|---|---|---|---|
| Quantum Financial Advisors, LLC | 577 | $312.5K | 0.05% | 00.0% | Unchanged |
| Balentine LLC | 577 | $312.7K | 0.01% | −1,328−69.7% | Reduced |
| Legacy Capital Group California, Inc. | 579 | $313.7K | 0.11% | −243−29.6% | Reduced |
| Journey Strategic Wealth LLC | 579 | $314.0K | 0.01% | +579 | New |
| Virtue Capital Management, LLC | 627 | $316.0K | 0.05% | −120−16.1% | Reduced |
| Florida Financial Advisors, LLC | 588 | $318.6K | 0.19% | +22+3.9% | Added |
| Wintrust Investments LLC | 588 | $319.0K | 0.03% | +154+35.5% | Added |
| Atomi Financial Group, Inc. | 590 | $319.8K | 0.02% | +43+7.9% | Added |
| First National Bank | 593 | $321.3K | 0.24% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 596 | $323.0K | 0.07% | +13+2.2% | Added |
| Continuum Advisory, LLC | 597 | $323.5K | 0.05% | +59+11.0% | Added |
| Family Wealth Group, LLC | 599 | $324.7K | 0.33% | +38+6.8% | Added |
| Pine Valley Investments Ltd Liability Co | 600 | $324.9K | 0.02% | +53+9.7% | Added |
| Brown Brothers Harriman & Co | 600 | $325.1K | 0.00% | −312−34.2% | Reduced |
| Owen LaRue, LLC | 600 | $325.1K | 0.20% | −100−14.3% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 600 | $325.1K | 0.05% | 00.0% | Unchanged |
| Alta Advisers Ltd | 600 | $325.1K | 0.16% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 600 | $325.1K | 0.09% | +600 | New |
| Five Oceans Advisors | 602 | $326.2K | 0.17% | −191−24.1% | Reduced |
| CVA Family Office, LLC | 602 | $326.2K | 0.06% | +24+4.2% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 604 | $327.3K | 0.04% | −604−50.0% | Reduced |
| New England Capital Financial Advisors LLC | 605 | $327.9K | 0.18% | −34−5.3% | Reduced |
| JJJ Advisors Inc. | 606 | $328.4K | 0.07% | +72+13.5% | Added |
| Fiduciary Alliance LLC | 613 | $328.5K | 0.05% | +2+0.3% | Added |
| Cassady Schiller Wealth Management, LLC | 607 | $328.9K | 0.13% | −50−7.6% | Reduced |
| Bradley Foster & Sargent Inc | 607 | $328.9K | 0.01% | −25−4.0% | Reduced |
| Gladstone Institutional Advisory LLC | 607 | $329.1K | 0.02% | −416−40.7% | Reduced |
| Cowen and Company, LLC | 610 | $330.5K | 0.01% | +610 | New |
| Flagship Harbor Advisors, LLC | 613 | $332.0K | 0.02% | +111+22.1% | Added |
| Kellett Schaffner Wealth Advisors LLC | 613 | $332.2K | 0.27% | 00.0% | Unchanged |
| Onefund, LLC | 613 | $332.2K | 0.36% | +8+1.3% | Added |
| DT Investment Partners, LLC | 614 | $332.7K | 0.03% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 616 | $333.8K | 0.06% | +2+0.3% | Added |
| Waterloo Capital, L.P. | 618 | $335.0K | 0.04% | +14+2.3% | Added |
| International Assets Investment Management, LLC | 622 | $337.0K | 0.03% | +15+2.5% | Added |
| King Luther Capital Management Corp | 622 | $337.0K | 0.00% | +16+2.6% | Added |
| Sawgrass Asset Management LLC | 623 | $337.6K | 0.04% | −188−23.2% | Reduced |
| Washington Capital Management Inc | 625 | $338.7K | 0.29% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 625 | $338.7K | 0.10% | +25+4.2% | Added |
| Addison Capital Co | 628 | $340.1K | 0.15% | 00.0% | Unchanged |
| HM Payson & Co | 629 | $340.8K | 0.01% | +4+0.6% | Added |
| Berger Financial Group, Inc | 629 | $341.0K | 0.03% | +1+0.2% | Added |
| Marotta Asset Management | 640 | $342.1K | 0.07% | −10−1.5% | Reduced |
| Quotient Wealth Partners, LLC | 635 | $344.1K | 0.01% | +24+3.9% | Added |
| Trail Ridge Investment Advisors, LLC | 636 | $344.6K | 0.18% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 640 | $346.8K | 0.05% | −369−36.6% | Reduced |
| Ridgecrest Wealth Partners, LLC | 640 | $346.8K | 0.21% | 00.0% | Unchanged |
| Seven Mile Advisory | 640 | $346.8K | 0.26% | +93+17.0% | Added |
| Family Firm, Inc. | 643 | $348.3K | 0.08% | +2+0.3% | Added |
| Diversify Advisory Services, LLC | 660 | $349.3K | 0.02% | +7+1.1% | Added |
| Burns Matteson Capital Management, LLC | 645 | $349.5K | 0.22% | +645 | New |
| Godshalk Welsh Capital Management, Inc. | 650 | $352.2K | 0.24% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 653 | $353.8K | 0.13% | +1+0.2% | Added |
| AA Financial Advisors, LLC | 655 | $354.9K | 0.13% | −30−4.4% | Reduced |
| Cypress Wealth Services, LLC | 656 | $355.6K | 0.08% | +64+10.8% | Added |
| Jacobi Capital Management LLC | 666 | $361.1K | 0.03% | −32−4.6% | Reduced |
| Venture Visionary Partners LLC | 665 | $361.2K | 0.02% | −36−5.1% | Reduced |
| Court Place Advisors, LLC | 667 | $361.4K | 0.11% | 00.0% | Unchanged |
| Bank Pictet & Cie (Asia) Ltd | 669 | $362.5K | 0.12% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 670 | $362.8K | 0.06% | +26+4.0% | Added |
| Financial Enhancement Group LLC | 682 | $363.0K | 0.06% | −13−1.9% | Reduced |
| Grove Bank & Trust | 671 | $363.6K | 0.06% | −16−2.3% | Reduced |
| Laidlaw Wealth Management LLC | 672 | $364.1K | 0.20% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 673 | $364.7K | 0.22% | +673 | New |
| Addison Advisors LLC | 675 | $365.8K | 0.12% | +50+8.0% | Added |
| Kolinsky Wealth Management, LLC | 677 | $366.8K | 0.26% | −34−4.8% | Reduced |
| E Fund Management Co., Ltd. | 678 | $367.4K | 0.02% | −35−4.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 678 | $367.4K | 0.04% | −1−0.1% | Reduced |
| Equitable Trust Co | 678 | $367.4K | 0.03% | +275+68.2% | Added |
| First Financial Corp | 679 | $367.9K | 0.19% | −15−2.2% | Reduced |
| Aspiriant, LLC | 679 | $367.9K | 0.02% | −370−35.3% | Reduced |
| Lindbrook Capital, LLC | 681 | $369.0K | 0.03% | +59+9.5% | Added |
| Goelzer Investment Management, Inc. | 682 | $369.5K | 0.02% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 682 | $369.6K | 0.51% | 00.0% | Unchanged |
| Stevens Capital Management LP | 682 | $370.0K | 0.13% | +682 | New |
| Roberts Glore & Co Inc | 683 | $370.1K | 0.11% | 00.0% | Unchanged |
| Insight Folios Inc | 685 | $371.2K | 0.15% | −23−3.2% | Reduced |
| Alliance Wealth Advisors, LLC | 687 | $372.3K | 0.23% | −42−5.8% | Reduced |
| Convergence Investment Partners, LLC | 687 | $372.4K | 0.11% | −21−3.0% | Reduced |
| AXS Investments LLC | 689 | $373.3K | 0.10% | −143−17.2% | Reduced |
| SJS Investment Consulting Inc. | 691 | $374.4K | 0.07% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 691 | $374.4K | 0.04% | −9−1.3% | Reduced |
| RVW Wealth, LLC | 695 | $376.6K | 0.04% | −1−0.1% | Reduced |
| Sierra Capital LLC | 695 | $377.0K | 0.05% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 697 | $377.4K | 0.04% | +38+5.8% | Added |
| Meyer Handelman Co | 700 | $379.3K | 0.01% | −100−12.5% | Reduced |
| Sandler Capital Management | 700 | $379.3K | 0.07% | 00.0% | Unchanged |
| Camden Capital, LLC | 703 | $380.9K | 0.03% | +703 | New |
| Choate Investment Advisors | 703 | $380.9K | 0.01% | +2+0.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 705 | $382.0K | 0.00% | +3+0.4% | Added |
| First Bank & Trust | 705 | $382.0K | 0.08% | +17+2.5% | Added |
| Claro Advisors LLC | 710 | $385.0K | 0.06% | +126+21.6% | Added |
| WMS Partners, LLC | 712 | $385.7K | 0.02% | +1+0.1% | Added |
| Bigelow Investment Advisors, LLC | 713 | $386.3K | 0.18% | +6+0.8% | Added |
| City Holding Co | 715 | $387.4K | 0.06% | −14−1.9% | Reduced |
| Evercore Wealth Management, LLC | 716 | $388.0K | 0.01% | −23−3.1% | Reduced |
| Lakeridge Wealth Management LLC | 717 | $388.4K | 0.23% | 00.0% | Unchanged |
| Cynosure Management, LLC | 718 | $389.1K | 0.06% | +97+15.6% | Added |
| MGB Wealth Management, LLC | 736 | $393.8K | 0.15% | +10+1.4% | Added |
| Harbour Trust & Investment Management Co | 729 | $395.0K | 0.05% | −40−5.2% | Reduced |