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 |
|---|---|---|---|---|---|
| East Coast Asset Management, LLC. | 730 | $395.6K | 0.14% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 730 | $396.0K | 0.03% | +34+4.9% | Added |
| HBK Sorce Advisory LLC | 734 | $397.7K | 0.01% | +18+2.5% | Added |
| First National Trust Co | 737 | $399.4K | 0.02% | −18−2.4% | Reduced |
| Arlington Trust Co LLC | 742 | $402.1K | 0.09% | −32−4.1% | Reduced |
| Transcend Wealth Collective, LLC | 742 | $402.2K | 0.03% | −43−5.5% | Reduced |
| Spire Wealth Management | 744 | $403.1K | 0.01% | −182−19.7% | Reduced |
| Montag A & Associates Inc | 745 | $403.4K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 745 | $403.7K | 0.10% | +615+473.1% | Added |
| MBM Wealth Consultants, LLC | 763 | $403.8K | 0.14% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 747 | $404.9K | 0.03% | +747 | New |
| Fortitude Family Office, LLC | 748 | $405.3K | 0.23% | +715+2,166.7% | Added |
| Platform Technology Partners | 748 | $405.3K | 0.14% | +748 | New |
| Patron Partners Advisors, LLC | 753 | $408.1K | 0.24% | +6+0.8% | Added |
| Atlantic Trust, LLC | 754 | $408.6K | 0.10% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 754 | $409.0K | 0.19% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 755 | $409.1K | 0.19% | 00.0% | Unchanged |
| American Trust | 758 | $410.7K | 0.03% | −17−2.2% | Reduced |
| Heartland Bank & Trust Co | 759 | $411.3K | 0.23% | +759 | New |
| SevenBridge Financial Group, LLC | 786 | $411.6K | 0.09% | 00.0% | Unchanged |
| Capital Management Corp | 760 | $411.8K | 0.08% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 762 | $412.9K | 0.03% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 765 | $414.5K | 0.08% | 00.0% | Unchanged |
| Quest Partners LLC | 769 | $416.7K | 0.06% | −2,795−78.4% | Reduced |
| Prosperity Financial Group, Inc. | 769 | $416.7K | 0.26% | +32+4.3% | Added |
| Michael S. Ryan, Inc. | 770 | $417.2K | 0.32% | −20−2.5% | Reduced |
| Aaron Wealth Advisors | 770 | $417.2K | 0.06% | +208+37.0% | Added |
| Fort Point Capital Partners LLC | 772 | $418.3K | 0.05% | −11−1.4% | Reduced |
| PFG Investments, LLC | 772 | $418.4K | 0.03% | +2+0.3% | Added |
| Pettinga Financial Advisors, LLC | 772 | $418.5K | 0.10% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 780 | $422.0K | 0.06% | +11+1.4% | Added |
| Wall Street Access Asset Management, LLC | 780 | $422.7K | 0.17% | +780 | New |
| Regatta Capital Group, LLC | 781 | $423.1K | 0.09% | +6+0.8% | Added |
| Milestone Asset Management, LLC | 782 | $423.9K | 0.11% | +64+8.9% | Added |
| Beck Mack & Oliver LLC | 784 | $424.8K | 0.01% | 00.0% | Unchanged |
| First County Bank | 787 | $426.4K | 0.22% | 00.0% | Unchanged |
| Valley National Advisers Inc | 790 | $427.0K | 0.06% | −14−1.7% | Reduced |
| Waddell & Associates, LLC | 789 | $427.5K | 0.06% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 790 | $428.1K | 0.36% | −39−4.7% | Reduced |
| Harbor Group, Inc. | 792 | $429.2K | 0.11% | −28−3.4% | Reduced |
| Atlas Wealth LLC | 810 | $429.6K | 0.07% | 00.0% | Unchanged |
| Chicago Trust Co NA | 793 | $429.7K | 0.09% | +16+2.1% | Added |
| Abacus Planning Group, Inc. | 794 | $430.2K | 0.08% | −9−1.1% | Reduced |
| Icon Wealth Advisors, LLC | 810 | $431.1K | 0.04% | +810 | New |
| Fulton Breakefield Broenniman LLC | 796 | $431.3K | 0.03% | 00.0% | Unchanged |
| Dover Advisors, LLC | 797 | $431.9K | 0.27% | −68−7.9% | Reduced |
| Angeles Wealth Management, LLC | 799 | $432.9K | 0.04% | +115+16.8% | Added |
| Truepoint, Inc. | 801 | $434.0K | 0.01% | +801 | New |
| First Horizon Advisors, Inc. | 802 | $434.7K | 0.01% | −71−8.1% | Reduced |
| Geller Advisors LLC | 803 | $435.1K | 0.03% | +33+4.3% | Added |
| Thrive Wealth Management, LLC | 804 | $435.5K | 0.09% | +1+0.1% | Added |
| LongView Wealth Management | 806 | $436.8K | 0.16% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 807 | $437.6K | 0.00% | +30+3.9% | Added |
| LVW Advisors, LLC | 812 | $440.0K | 0.06% | +98+13.7% | Added |
| Mosley Wealth Management | 815 | $441.6K | 0.38% | +64+8.5% | Added |
| Rothschild Investment LLC | 821 | $444.9K | 0.03% | +158+23.8% | Added |
| BayBridge Capital Group, LLC | 828 | $448.7K | 0.35% | +23+2.9% | Added |
| Avidian Wealth Solutions, LLC | 830 | $450.0K | 0.02% | +206+33.0% | Added |
| Insigneo Advisory Services, LLC | 862 | $451.3K | 0.05% | −7−0.8% | Reduced |
| St Germain D J Co Inc | 846 | $458.4K | 0.02% | −53−5.9% | Reduced |
| Trust Point Inc. | 848 | $459.5K | 0.04% | −246−22.5% | Reduced |
| InTrack Investment Management Inc | 853 | $462.2K | 0.33% | −1,375−61.7% | Reduced |
| IFP Advisors, Inc | 854 | $463.0K | 0.02% | +98+13.0% | Added |
| Park Place Capital Corp | 855 | $463.3K | 0.15% | +393+85.1% | Added |
| Fox Run Management, L.L.C. | 858 | $464.9K | 0.09% | −1,524−64.0% | Reduced |
| Arista Wealth Management, LLC | 858 | $464.9K | 0.12% | +858 | New |
| BHK Investment Advisors, LLC | 858 | $465.0K | 0.18% | −40−4.5% | Reduced |
| Callan Capital, LLC | 860 | $466.0K | 0.04% | +391+83.4% | Added |
| Capital Investment Advisors, LLC | 861 | $466.6K | 0.01% | +27+3.2% | Added |
| Regent Peak Wealth Advisors LLC | 862 | $467.1K | 0.12% | +26+3.1% | Added |
| Buckingham Strategic Partners | 862 | $467.4K | 0.01% | +198+29.8% | Added |
| Allstate Corp | 864 | $468.2K | 0.04% | 00.0% | Unchanged |
| Next Level Private LLC | 865 | $468.5K | 0.21% | +9+1.1% | Added |
| Keener Financial Planning LLC | 866 | $469.0K | 0.31% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 868 | $470.6K | 0.03% | +181+26.3% | Added |
| Stratos Wealth Advisors, LLC | 868 | $470.8K | 0.02% | +215+32.9% | Added |
| Cozad Asset Management Inc | 870 | $471.2K | 0.05% | +26+3.1% | Added |
| Samalin Investment Counsel, LLC | 874 | $474.1K | 0.22% | +14+1.6% | Added |
| Elser Financial Planning, Inc | 876 | $474.7K | 0.08% | +876 | New |
| Whalerock Point Partners, LLC | 877 | $475.2K | 0.13% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 879 | $476.3K | 0.00% | −1,378−61.1% | Reduced |
| First Affirmative Financial Network | 880 | $476.7K | 0.33% | −47−5.1% | Reduced |
| Circle Wealth Management, LLC | 885 | $479.5K | 0.01% | −309−25.9% | Reduced |
| Astoria Portfolio Advisors LLC. | 890 | $482.2K | 0.17% | +103+13.1% | Added |
| Catalyst Financial Partners LLC | 892 | $483.3K | 0.11% | +70+8.5% | Added |
| Hilltop Partners LLC | 896 | $485.5K | 0.18% | 00.0% | Unchanged |
| Horan Securities, Inc. | 901 | $488.2K | 0.21% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 902 | $488.8K | 0.06% | +27+3.1% | Added |
| Independence Bank of Kentucky | 903 | $489.3K | 0.13% | −20−2.2% | Reduced |
| HFG Advisors, Inc. | 905 | $490.2K | 0.46% | +2+0.2% | Added |
| SageView Advisory Group, LLC | 905 | $490.2K | 0.02% | +34+3.9% | Added |
| Ignite Planners, LLC | 925 | $490.5K | 0.12% | +153+19.8% | Added |
| First Financial Bank - Trust Division | 908 | $492.0K | 0.05% | −7−0.8% | Reduced |
| Wealth Advisory Solutions, LLC | 908 | $492.0K | 0.13% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 912 | $493.9K | 0.13% | +30+3.4% | Added |
| Western Wealth Management, LLC | 912 | $493.9K | 0.04% | −22−2.4% | Reduced |
| Centaurus Financial, Inc. | 918 | $498.0K | 0.03% | +368+66.9% | Added |
| Ritter Daniher Financial Advisory LLC | 922 | $499.6K | 0.16% | −20−2.1% | Reduced |
| Vista Wealth Management Group, LLC | 932 | $505.1K | 0.04% | +310+49.8% | Added |
| Summit X, LLC | 944 | $506.8K | 0.11% | +229+32.0% | Added |