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 |
|---|---|---|---|---|---|
| Spectrum Wealth Counsel, LLC | 942 | $510.4K | 0.06% | −11−1.2% | Reduced |
| GSB Wealth Management, LLC | 946 | $512.5K | 0.14% | +1+0.1% | Added |
| Dakota Wealth Management | 946 | $512.6K | 0.01% | +16+1.7% | Added |
| Latitude Advisors, LLC | 951 | $515.3K | 0.31% | −6−0.6% | Reduced |
| Compton Wealth Advisory Group, LLC | 954 | $516.9K | 0.14% | 00.0% | Unchanged |
| Adams Wealth Management | 956 | $518.0K | 0.12% | +261+37.6% | Added |
| CacheTech Inc. | 956 | $518.0K | 0.12% | +956 | New |
| Client 1st Advisory Group, LLC | 962 | $521.3K | 0.22% | +79+8.9% | Added |
| Basepoint Wealth LLC | 975 | $528.2K | 0.42% | −45−4.4% | Reduced |
| Okabena Investment Services Inc | 977 | $529.4K | 0.17% | −314−24.3% | Reduced |
| Carr Financial Group Corp | 987 | $534.6K | 0.17% | +2+0.2% | Added |
| Capital Investment Advisory Services, LLC | 989 | $535.9K | 0.06% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 998 | $540.8K | 0.04% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 1,000 | $541.9K | 0.39% | 00.0% | Unchanged |
| Everett Harris & Co | 1,001 | $542.4K | 0.01% | +60+6.4% | Added |
| Aspen Investment Management Inc | 1,004 | $544.0K | 0.27% | +42+4.4% | Added |
| Signet Financial Management, LLC | 1,004 | $544.2K | 0.07% | −21−2.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,005 | $544.6K | 0.37% | +1,005 | New |
| Kuhn & Co Investment Counsel | 1,006 | $545.1K | 0.49% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 1,012 | $548.4K | 0.15% | −68−6.3% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,015 | $550.0K | 0.13% | +160+18.7% | Added |
| Advisory Alpha, LLC | 1,018 | $552.0K | 0.02% | +63+6.6% | Added |
| Sentry Investment Management LLC | 1,022 | $554.0K | 0.25% | −209−17.0% | Reduced |
| NBC Securities, Inc. | 1,025 | $555.0K | 0.05% | +65+6.8% | Added |
| Ascent Wealth Partners, LLC | 1,026 | $555.9K | 0.08% | −167−14.0% | Reduced |
| Bell Investment Advisors, Inc | 1,029 | $557.4K | 0.11% | +26+2.6% | Added |
| VELA Investment Management, LLC | 1,029 | $557.6K | 0.20% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 1,032 | $559.2K | 0.22% | +70+7.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,049 | $568.4K | 0.08% | −1−0.1% | Reduced |
| Alpha Omega Wealth Management LLC | 1,049 | $568.4K | 0.11% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 1,050 | $569.0K | 0.03% | 00.0% | Unchanged |
| Campion Asset Management LLC | 1,050 | $569.0K | 0.45% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 1,054 | $571.2K | 0.06% | +36+3.5% | Added |
| Country Club Bank | 1,072 | $574.3K | 0.04% | −35−3.2% | Reduced |
| Commerzbank Aktiengesellschaft | 1,063 | $576.0K | 0.02% | −794−42.8% | Reduced |
| Whalen Wealth Management Inc. | 1,064 | $576.5K | 0.46% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,066 | $577.6K | 0.03% | +63+6.3% | Added |
| First Western Trust Bank | 1,073 | $581.4K | 0.03% | +6+0.6% | Added |
| Cim Investment Mangement Inc | 1,083 | $586.8K | 0.18% | −6−0.6% | Reduced |
| PBMares Wealth Management LLC | 1,086 | $588.3K | 0.14% | +7+0.6% | Added |
| Sound View Wealth Advisors Group, LLC | 1,090 | $590.9K | 0.06% | −57−5.0% | Reduced |
| NVWM, LLC | 1,091 | $591.2K | 0.16% | −4−0.4% | Reduced |
| Heritage Trust Co | 1,096 | $593.9K | 0.08% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,096 | $594.0K | 0.01% | −5−0.5% | Reduced |
| Farmers Trust Co | 1,098 | $595.0K | 0.12% | −21−1.9% | Reduced |
| Dodge & Cox | 1,100 | $596.0K | 0.00% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 1,106 | $599.5K | 0.16% | +16+1.5% | Added |
| Intelligence Driven Advisers, LLC | 1,108 | $600.4K | 0.09% | +508+84.7% | Added |
| Baxter Bros Inc | 1,109 | $600.9K | 0.08% | −200−15.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,116 | $604.7K | 0.02% | −231−17.1% | Reduced |
| Proequities, Inc. | 1,124 | $608.8K | 0.04% | −84−7.0% | Reduced |
| Humankind Investments LLC | 1,124 | $609.1K | 0.16% | −190−14.5% | Reduced |
| JB Capital LLC | 1,126 | $610.3K | 0.04% | +6+0.5% | Added |
| Cardiff Park Advisors, LLC | 1,128 | $611.2K | 0.06% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,128 | $611.2K | 0.01% | +6+0.5% | Added |
| Fulton Bank, N.A. | 1,130 | $612.3K | 0.02% | +31+2.8% | Added |
| Ellevest, Inc. | 1,130 | $612.3K | 0.04% | +403+55.4% | Added |
| Avestar Capital, LLC | 1,138 | $616.6K | 0.07% | +140+14.0% | Added |
| Joel Isaacson & Co., LLC | 1,140 | $617.7K | 0.03% | −105−8.4% | Reduced |
| Naples Global Advisors, LLC | 1,140 | $617.7K | 0.06% | +40+3.6% | Added |
| Stiles Financial Services Inc | 1,141 | $618.2K | 0.24% | −18−1.6% | Reduced |
| Monarch Capital Management Inc | 1,153 | $624.8K | 0.18% | 00.0% | Unchanged |
| Sonoma Private Wealth LLC | 1,162 | $629.7K | 1.02% | −19−1.6% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 1,170 | $634.0K | 0.80% | −14−1.2% | Reduced |
| Affinity Investment Advisors, LLC | 1,170 | $634.0K | 0.48% | +123+11.7% | Added |
| Fullerton Fund Management Co Ltd. | 1,172 | $635.1K | 0.03% | +248+26.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,172 | $635.4K | 0.03% | −217−15.6% | Reduced |
| First Manhattan Co | 1,179 | $638.9K | 0.00% | +692+142.1% | Added |
| Weinberger Asset Management, Inc | 1,182 | $640.6K | 0.30% | +39+3.4% | Added |
| Farther Finance Advisors, LLC | 1,206 | $644.5K | 0.03% | +160+15.3% | Added |
| Legacy Advisors, LLC | 1,193 | $646.4K | 0.08% | +117+10.9% | Added |
| Stony Point Wealth Management Inc. | 1,198 | $648.9K | 0.28% | −94−7.3% | Reduced |
| StoneX Group Inc. | 1,198 | $649.1K | 0.05% | +207+20.9% | Added |
| CFO4Life Group, LLC | 1,199 | $649.6K | 0.12% | −6−0.5% | Reduced |
| Highland Capital Management, LLC | 1,200 | $650.2K | 0.04% | 00.0% | Unchanged |
| GTS Securities LLC | 1,203 | $651.9K | 0.01% | +1,203 | New |
| Tranquilli Financial Advisor LLC | 1,221 | $652.7K | 0.44% | −8−0.7% | Reduced |
| Allworth Financial LP | 1,307 | $653.4K | 0.00% | +72+5.8% | Added |
| Accredited Investors Inc. | 1,212 | $656.7K | 0.04% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,213 | $657.3K | 0.25% | −40−3.2% | Reduced |
| Keel Point, LLC | 1,243 | $660.9K | 0.06% | +86+7.4% | Added |
| GeoWealth Management, LLC | 1,228 | $665.5K | 0.03% | +400+48.3% | Added |
| Eqis Capital Management, Inc. | 1,229 | $665.9K | 0.05% | +84+7.3% | Added |
| Hurlow Wealth Management Group, Inc. | 1,229 | $665.9K | 0.23% | +23+1.9% | Added |
| Axxcess Wealth Management, LLC | 1,229 | $666.0K | 0.02% | −450−26.8% | Reduced |
| Westfield Capital Management Co LP | 1,230 | $666.5K | 0.00% | +1,230 | New |
| Clear Harbor Asset Management, LLC | 1,233 | $668.1K | 0.06% | +193+18.6% | Added |
| ISAM Funds (UK) Ltd | 1,233 | $668.1K | 0.50% | +1,233 | New |
| Prospera Financial Services Inc | 1,231 | $669.2K | 0.02% | +9+0.7% | Added |
| Change Path, LLC | 1,236 | $670.0K | 0.03% | +124+11.2% | Added |
| Great Diamond Partners, LLC | 1,237 | $670.3K | 0.16% | −70−5.4% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,238 | $671.0K | 0.31% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,246 | $674.9K | 0.07% | +101+8.8% | Added |
| Colonial Trust Co | 1,246 | $675.4K | 0.12% | +104+9.1% | Added |
| Pathway Financial Advisers, LLC | 1,263 | $677.0K | 0.24% | +15+1.2% | Added |
| Brookstone Capital Management | 1,302 | $678.3K | 0.01% | −54−4.0% | Reduced |
| Holderness Investments Co | 1,260 | $683.0K | 0.16% | +4+0.3% | Added |
| Patrick M Sweeney & Associates, Inc | 1,261 | $683.1K | 0.55% | +13+1.0% | Added |
| Arden Trust Co | 1,261 | $683.3K | 0.10% | −42−3.2% | Reduced |
| Shufro Rose & Co LLC | 1,263 | $684.4K | 0.06% | −12−0.9% | Reduced |