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 |
|---|---|---|---|---|---|
| Solidarilty Wealth, LLC | 1,268 | $687.1K | 0.21% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,268 | $687.3K | 0.10% | +72+6.0% | Added |
| First Foundation Advisors | 1,274 | $690.3K | 0.03% | +1+0.1% | Added |
| J.W. Cole Advisors, Inc. | 1,276 | $691.5K | 0.03% | +139+12.2% | Added |
| Ontario Teachers Pension Plan Board | 1,279 | $693.0K | 0.01% | −4,554−78.1% | Reduced |
| Keystone Financial Services | 1,281 | $694.3K | 0.29% | +157+14.0% | Added |
| Oxford Financial Group Ltd | 1,289 | $698.5K | 0.05% | +57+4.6% | Added |
| Everhart Financial Group, Inc. | 1,290 | $699.0K | 0.18% | +171+15.3% | Added |
| Legacy Financial Advisors, Inc. | 1,296 | $702.1K | 0.13% | −230−15.1% | Reduced |
| Constitution Capital LLC | 1,300 | $704.4K | 0.37% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 1,301 | $705.2K | 0.56% | −137−9.5% | Reduced |
| Exchange Traded Concepts, LLC | 1,306 | $707.7K | 0.02% | +60+4.8% | Added |
| Keystone Financial Group | 1,310 | $709.8K | 0.25% | +28+2.2% | Added |
| Salem Investment Counselors Inc | 1,311 | $710.4K | 0.02% | −58−4.2% | Reduced |
| Arete Wealth Advisors, LLC | 1,314 | $711.0K | 0.06% | +1,314 | New |
| Wealth Alliance | 1,314 | $711.9K | 0.09% | −10−0.8% | Reduced |
| Ransom Advisory, Ltd | 1,325 | $718.0K | 0.36% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,328 | $719.6K | 0.11% | +81+6.5% | Added |
| Custom Index Systems, LLC | 1,328 | $719.6K | 0.41% | +878+195.1% | Added |
| Privium Fund Management (UK) Ltd | 1,357 | $727.2K | 0.28% | +1,357 | New |
| Fundamentun, LLC | 1,342 | $727.5K | 0.06% | +63+4.9% | Added |
| H&H Retirement Design & Management INC | 1,458 | $734.7K | 0.45% | +5+0.3% | Added |
| Northwest Bancshares, Inc. | 1,362 | $738.0K | 0.13% | +96+7.6% | Added |
| Centric Wealth Management | 1,403 | $740.1K | 0.21% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,366 | $740.2K | 0.03% | +194+16.6% | Added |
| Alamar Capital Management, LLC | 1,368 | $741.3K | 0.45% | +1,368 | New |
| IHT Wealth Management, LLC | 1,371 | $743.1K | 0.03% | +318+30.2% | Added |
| Miracle Mile Advisors, LLC | 1,386 | $750.9K | 0.02% | −69−4.7% | Reduced |
| Systematic Financial Management LP | 1,386 | $751.0K | 0.02% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,387 | $751.7K | 0.35% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 1,388 | $752.1K | 0.12% | +625+81.9% | Added |
| Shelton Capital Management | 1,390 | $753.2K | 0.02% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 1,394 | $755.3K | 0.37% | −320−18.7% | Reduced |
| Atlas Private Wealth Advisors | 1,404 | $760.6K | 0.12% | +704+100.6% | Added |
| Fielder Capital Group LLC | 1,404 | $760.9K | 0.29% | −6−0.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,431 | $761.8K | 0.05% | +438+44.1% | Added |
| Schechter Investment Advisors, LLC | 1,409 | $763.5K | 0.06% | +57+4.2% | Added |
| Premier Path Wealth Partners, LLC | 1,410 | $764.2K | 0.13% | −1−0.1% | Reduced |
| Wesbanco Bank Inc | 1,415 | $766.7K | 0.03% | −21−1.5% | Reduced |
| Berkshire Asset Management LLC | 1,426 | $772.7K | 0.04% | +856+150.2% | Added |
| Foster & Motley Inc | 1,428 | $774.0K | 0.05% | −314−18.0% | Reduced |
| Taylor Hoffman Wealth Management | 1,457 | $778.8K | 0.32% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,515 | $781.7K | 0.34% | 00.0% | Unchanged |
| Glenview Trust Co | 1,458 | $790.0K | 0.02% | −541−27.1% | Reduced |
| KG&L Capital Management,LLC | 1,468 | $795.5K | 0.28% | +145+11.0% | Added |
| Prime Capital Investment Advisors, LLC | 1,470 | $796.7K | 0.01% | +26+1.8% | Added |
| Quent Capital, LLC | 1,482 | $803.1K | 0.09% | +58+4.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 1,491 | $807.9K | 0.03% | +230+18.2% | Added |
| Duncker Streett & Co Inc | 1,492 | $808.5K | 0.16% | −3,000−66.8% | Reduced |
| Verity Asset Management, Inc. | 1,502 | $813.9K | 0.32% | +651+76.5% | Added |
| Prudent Man Advisors, LLC | 1,508 | $817.1K | 0.29% | +68+4.7% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,511 | $818.8K | 1.18% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,512 | $819.3K | 0.02% | 00.0% | Unchanged |
| Middleton & Co Inc | 1,525 | $826.3K | 0.10% | 00.0% | Unchanged |
| McLean Asset Management Corp | 1,546 | $826.4K | 0.27% | −99−6.0% | Reduced |
| Buckingham Capital Management, Inc. | 1,526 | $826.9K | 0.10% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 1,530 | $829.0K | 0.20% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 1,532 | $830.1K | 0.17% | 00.0% | Unchanged |
| ROI Financial Advisors, LLC | 1,535 | $831.8K | 0.60% | +16+1.1% | Added |
| Concurrent Investment Advisors, LLC | 1,536 | $832.2K | 0.03% | +211+15.9% | Added |
| Thomasville National Bank | 1,550 | $839.9K | 0.07% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,563 | $846.9K | 0.03% | −22−1.4% | Reduced |
| Michael B. Yongue | 1,565 | $848.0K | 0.73% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 1,567 | $849.0K | 0.11% | +1,567 | New |
| Compass Wealth Management LLC | 1,568 | $849.6K | 0.21% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 1,572 | $851.8K | 0.13% | −74−4.5% | Reduced |
| Beacon Financial Group | 1,574 | $852.7K | 0.10% | −73−4.4% | Reduced |
| Money Concepts Capital Corp | 1,581 | $856.5K | 0.07% | +51+3.3% | Added |
| Terry L. Blaker | 1,582 | $857.2K | 0.03% | 00.0% | Unchanged |
| Twin Capital Management Inc | 1,586 | $859.4K | 0.10% | −37−2.3% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,587 | $859.9K | 0.30% | −62−3.8% | Reduced |
| Hollencrest Capital Management | 1,588 | $860.5K | 0.04% | +3+0.2% | Added |
| Evermay Wealth Management LLC | 1,589 | $861.0K | 0.14% | −67−4.0% | Reduced |
| Systematic Alpha Investments, LLC | 1,597 | $865.4K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,603 | $868.6K | 0.03% | +256+19.0% | Added |
| LRI Investments, LLC | 1,606 | $870.2K | 0.10% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 1,611 | $872.7K | 0.79% | +13+0.8% | Added |
| Plancorp, LLC | 1,613 | $874.0K | 0.04% | +14+0.9% | Added |
| Fullcircle Wealth LLC | 1,717 | $879.3K | 0.43% | +1,717 | New |
| Sage Mountain Advisors LLC | 1,625 | $880.3K | 0.08% | +473+41.1% | Added |
| Catalina Capital Group, LLC | 1,629 | $882.7K | 0.34% | +780+91.9% | Added |
| Vise Technologies, Inc. | 1,633 | $884.9K | 0.16% | +127+8.4% | Added |
| Global Trust Asset Management, LLC | 1,641 | $889.3K | 0.36% | −45−2.7% | Reduced |
| PDS Planning, Inc | 1,646 | $891.9K | 0.09% | +17+1.0% | Added |
| Private Trust Co NA | 1,647 | $892.3K | 0.10% | +145+9.7% | Added |
| Brogan Financial, Inc. | 1,650 | $894.3K | 0.56% | +5+0.3% | Added |
| Leonteq Securities AG | 1,656 | $897.3K | 0.13% | −730−30.6% | Reduced |
| Busey Wealth Management | 1,663 | $901.1K | 0.03% | −38−2.2% | Reduced |
| Wealthcare Advisory Partners LLC | 1,671 | $905.2K | 0.03% | +212+14.5% | Added |
| Old Point Trust & Financial Services N A | 1,682 | $911.4K | 0.35% | +225+15.4% | Added |
| Burke & Herbert Bank & Trust Co | 1,689 | $915.2K | 0.22% | +649+62.4% | Added |
| Outlook Wealth Advisors, LLC | 1,693 | $917.6K | 0.44% | −18−1.1% | Reduced |
| Vestor Capital, LLC | 1,696 | $919.0K | 0.07% | +540+46.7% | Added |
| Kapstone Financial Advisors LLC | 1,696 | $919.2K | 0.60% | +39+2.4% | Added |
| New England Research & Management, Inc. | 1,700 | $921.0K | 0.44% | −325−16.0% | Reduced |
| PKO Investment Management Joint-Stock Co | 1,700 | $921.2K | 0.11% | −3,671−68.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,700 | $921.2K | 0.16% | −120−6.6% | Reduced |
| Advisors Capital Management, LLC | 1,705 | $924.0K | 0.02% | +229+15.5% | Added |
| Erste Asset Management GmbH | 1,723 | $924.7K | 0.01% | −165−8.7% | Reduced |
| Congress Wealth Management LLC | 1,706 | $924.7K | 0.01% | −107−5.9% | Reduced |