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 |
|---|---|---|---|---|---|
| Verus Financial Partners, Inc. | 1,713 | $928.4K | 0.11% | −95−5.3% | Reduced |
| Defined Wealth Management, LLC | 1,760 | $953.7K | 0.66% | +3+0.2% | Added |
| Conning Inc. | 1,773 | $960.7K | 0.03% | +71+4.2% | Added |
| Gratus Wealth Advisors, LLC | 1,921 | $960.7K | 0.17% | −114−5.6% | Reduced |
| Sendero Wealth Management, LLC | 1,774 | $961.3K | 0.16% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 1,803 | $977.0K | 0.24% | +170+10.4% | Added |
| Detalus Advisors, LLC | 1,807 | $979.0K | 0.34% | +154+9.3% | Added |
| Valmark Advisers, Inc. | 1,807 | $979.3K | 0.02% | +29+1.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,819 | $985.6K | 0.00% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 1,843 | $999.0K | 0.30% | −138−7.0% | Reduced |
| Bridgeway Capital Management, LLC | 1,850 | $1.00M | 0.02% | −5,250−73.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 1,854 | $1.00M | 0.01% | +243+15.1% | Added |
| Garde Capital, Inc. | 1,856 | $1.01M | 0.07% | −45−2.4% | Reduced |
| Moloney Securities Asset Management, LLC | 1,864 | $1.01M | 0.15% | +214+13.0% | Added |
| Bremer Bank National Association | 1,868 | $1.01M | 0.20% | −12−0.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,877 | $1.02M | 0.08% | +20+1.1% | Added |
| Clarius Group, LLC | 1,879 | $1.02M | 0.07% | −60−3.1% | Reduced |
| EP Wealth Advisors, LLC | 1,882 | $1.02M | 0.01% | +289+18.1% | Added |
| Apella Capital, LLC | 1,928 | $1.02M | 0.05% | +587+43.8% | Added |
| Dark Forest Capital Management LP | 1,888 | $1.02M | 0.19% | +1,888 | New |
| Analyst IMS Investment Management Services Ltd. | 1,894 | $1.03M | 0.04% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,900 | $1.03M | 0.17% | 00.0% | Unchanged |
| Financial Counselors Inc | 1,902 | $1.03M | 0.02% | −209−9.9% | Reduced |
| Smartleaf Asset Management LLC | 1,925 | $1.03M | 0.17% | +768+66.4% | Added |
| United Community Bank | 1,907 | $1.03M | 0.42% | +578+43.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 1,913 | $1.04M | 0.03% | +1,913 | New |
| FSB Premier Wealth Management, Inc. | 1,914 | $1.04M | 0.47% | +826+75.9% | Added |
| Kirtland Hills Capital Management, LLC | 1,927 | $1.04M | 0.87% | −31−1.6% | Reduced |
| Harbor Investment Advisory, LLC | 1,930 | $1.05M | 0.11% | −16−0.8% | Reduced |
| Independent Financial Group, LLC | 1,957 | $1.06M | 0.04% | +1,250+176.8% | Added |
| Northern Financial Advisors Inc | 1,965 | $1.06M | 0.85% | +187+10.5% | Added |
| Austin Private Wealth, LLC | 1,967 | $1.07M | 0.11% | +1+0.1% | Added |
| Strategic Financial Services, Inc, | 1,978 | $1.07M | 0.07% | −105−5.0% | Reduced |
| Ronald Blue Trust, Inc. | 2,071 | $1.07M | 0.01% | +375+22.1% | Added |
| Willner & Heller, LLC | 1,991 | $1.08M | 1.03% | +6+0.3% | Added |
| Ally Financial Inc. | 2,000 | $1.08M | 0.13% | −5,000−71.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 2,000 | $1.08M | 0.13% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 2,000 | $1.08M | 0.72% | 00.0% | Unchanged |
| Strategic Advisors LLC | 2,000 | $1.08M | 0.21% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,007 | $1.09M | 0.06% | −180−8.2% | Reduced |
| NorthRock Partners, LLC | 2,033 | $1.10M | 0.04% | +94+4.8% | Added |
| Chicago Capital, LLC | 2,036 | $1.10M | 0.03% | −4,336−68.0% | Reduced |
| Seeds Investor LLC | 2,039 | $1.10M | 0.57% | +141+7.4% | Added |
| WESPAC Advisors SoCal, LLC | 2,046 | $1.11M | 0.28% | +333+19.4% | Added |
| Pacific Global Investment Management CO | 2,057 | $1.11M | 0.21% | +6+0.3% | Added |
| Wedmont Private Capital | 2,083 | $1.12M | 0.07% | +230+12.4% | Added |
| Cidel Asset Management Inc | 2,060 | $1.12M | 0.09% | +35+1.7% | Added |
| Taylor Financial Group, Inc. | 2,065 | $1.12M | 0.86% | 00.0% | Unchanged |
| RFG Advisory, LLC | 2,067 | $1.12M | 0.04% | +51+2.5% | Added |
| Fiduciary Trust Co | 2,069 | $1.12M | 0.02% | +3+0.1% | Added |
| 1st Source Bank | 2,086 | $1.13M | 0.07% | +81+4.0% | Added |
| Harbour Investments, Inc. | 2,089 | $1.13M | 0.04% | +822+64.9% | Added |
| Heritage Wealth Management, Inc. | 2,136 | $1.13M | 0.38% | +2,136 | New |
| Vanguard Capital Wealth Advisors | 2,106 | $1.14M | 0.77% | +6+0.3% | Added |
| Delphi Management Inc | 2,112 | $1.14M | 0.93% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 2,114 | $1.15M | 0.03% | −62−2.8% | Reduced |
| Daymark Wealth Partners, LLC | 2,120 | $1.15M | 0.05% | +64+3.1% | Added |
| Alaska Permanent Fund Corp | 2,164 | $1.15M | 0.02% | +1,481+216.8% | Added |
| Axq Capital, LP | 2,131 | $1.15M | 0.27% | +2,131 | New |
| Ameritas Advisory Services, LLC | 2,136 | $1.16M | 0.04% | +456+27.1% | Added |
| Bard Financial Services, Inc. | 2,150 | $1.16M | 0.12% | 00.0% | Unchanged |
| Roundview Capital LLC | 2,161 | $1.17M | 0.09% | +44+2.1% | Added |
| Fifth Third Wealth Advisors LLC | 2,167 | $1.17M | 0.09% | +2,167 | New |
| First National Bank of Hutchinson | 2,195 | $1.19M | 0.76% | +947+75.9% | Added |
| Romano Brothers and Company | 2,200 | $1.19M | 0.17% | −10−0.5% | Reduced |
| Sumitomo Life Insurance Co | 2,203 | $1.19M | 0.03% | −269−10.9% | Reduced |
| Pure Financial Advisors, Inc. | 2,203 | $1.19M | 0.03% | −40−1.8% | Reduced |
| Buckley Wealth Management, LLC | 2,213 | $1.20M | 0.38% | +51+2.4% | Added |
| Pearl River Capital, LLC | 2,224 | $1.21M | 0.19% | +2,224 | New |
| Atom Investors LP | 2,230 | $1.21M | 0.12% | −7,211−76.4% | Reduced |
| Concord Wealth Partners | 2,237 | $1.21M | 0.21% | −118−5.0% | Reduced |
| Stableford Capital II LLC | 2,332 | $1.21M | 0.48% | +8+0.3% | Added |
| DGS Capital Management, LLC | 2,258 | $1.22M | 0.34% | +84+3.9% | Added |
| Nilsine Partners, LLC | 2,264 | $1.23M | 0.16% | +12+0.5% | Added |
| Perigon Wealth Management, LLC | 2,274 | $1.23M | 0.04% | −95−4.0% | Reduced |
| Sigma Planning Corp | 2,276 | $1.23M | 0.04% | +39+1.7% | Added |
| WSFS Capital Management, LLC | 2,284 | $1.24M | 0.07% | +5+0.2% | Added |
| SeaCrest Wealth Management, LLC | 2,295 | $1.24M | 0.14% | +32+1.4% | Added |
| CSS LLC | 2,300 | $1.25M | 0.09% | −50−2.1% | Reduced |
| PGGM Investments | 2,319 | $1.26M | 0.02% | −3,659−61.2% | Reduced |
| Financial Security Advisor, Inc. | 2,322 | $1.26M | 0.42% | +3+0.1% | Added |
| Citizens Financial Group Inc | 2,336 | $1.27M | 0.03% | +890+61.5% | Added |
| Quadrant Capital Group LLC | 2,338 | $1.27M | 0.09% | +189+8.8% | Added |
| Central Trust Co | 2,350 | $1.27M | 0.03% | +53+2.3% | Added |
| Benchmark Investment Advisors LLC | 2,373 | $1.29M | 0.93% | −225−8.7% | Reduced |
| Cigna Investments Inc | 2,407 | $1.30M | 0.24% | −90−3.6% | Reduced |
| Patton Albertson Miller Group, LLC | 2,427 | $1.32M | 0.19% | +1,567+182.2% | Added |
| 9258 Wealth Management, LLC | 2,437 | $1.32M | 0.20% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,446 | $1.33M | 0.05% | −95−3.7% | Reduced |
| Horizon Investments, LLC | 2,448 | $1.33M | 0.04% | +176+7.7% | Added |
| Herold Advisors, Inc. | 2,450 | $1.33M | 0.31% | +163+7.1% | Added |
| Power Wealth Management LLC | 2,463 | $1.33M | 0.64% | +1,008+69.3% | Added |
| Trueblood Wealth Management, LLC | 2,471 | $1.34M | 0.76% | +35+1.4% | Added |
| Graypoint LLC | 2,475 | $1.34M | 0.09% | +247+11.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,478 | $1.34M | 0.14% | +836+50.9% | Added |
| First Business Financial Services, Inc. | 2,485 | $1.35M | 0.14% | +81+3.4% | Added |
| Richwood Investment Advisors, LLC | 2,489 | $1.35M | 1.18% | −20−0.8% | Reduced |
| Capstone Investment Advisors, LLC | 2,490 | $1.35M | 0.03% | −3,165−56.0% | Reduced |
| Retirement Guys Formula LLC | 2,502 | $1.36M | 0.65% | +101+4.2% | Added |
| Fortem Financial Group, LLC | 2,503 | $1.36M | 0.58% | +83+3.4% | Added |