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
- 1,712
- +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
- 711 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 |
|---|---|---|---|---|---|
| Garde Capital, Inc. | 1,856 | $1.01M | 0.07% | −45−2.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 1,854 | $1.00M | 0.01% | +243+15.1% | Added |
| Bridgeway Capital Management, LLC | 1,850 | $1.00M | 0.02% | −5,250−73.9% | Reduced |
| Frisch Financial Group, Inc. | 1,843 | $999.0K | 0.30% | −138−7.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,819 | $985.6K | 0.00% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 1,807 | $979.3K | 0.02% | +29+1.6% | Added |
| Detalus Advisors, LLC | 1,807 | $979.0K | 0.34% | +154+9.3% | Added |
| Concord Asset Management, LLC | 1,803 | $977.0K | 0.24% | +170+10.4% | Added |
| Sendero Wealth Management, LLC | 1,774 | $961.3K | 0.16% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 1,921 | $960.7K | 0.17% | −114−5.6% | Reduced |
| Conning Inc. | 1,773 | $960.7K | 0.03% | +71+4.2% | Added |
| Defined Wealth Management, LLC | 1,760 | $953.7K | 0.66% | +3+0.2% | Added |
| Verus Financial Partners, Inc. | 1,713 | $928.4K | 0.11% | −95−5.3% | Reduced |
| Congress Wealth Management LLC | 1,706 | $924.7K | 0.01% | −107−5.9% | Reduced |
| Erste Asset Management GmbH | 1,723 | $924.7K | 0.01% | −165−8.7% | Reduced |
| Advisors Capital Management, LLC | 1,705 | $924.0K | 0.02% | +229+15.5% | Added |
| Sompo Asset Management Co., Ltd. | 1,700 | $921.2K | 0.16% | −120−6.6% | Reduced |
| PKO Investment Management Joint-Stock Co | 1,700 | $921.2K | 0.11% | −3,671−68.3% | Reduced |
| New England Research & Management, Inc. | 1,700 | $921.0K | 0.44% | −325−16.0% | Reduced |
| Kapstone Financial Advisors LLC | 1,696 | $919.2K | 0.60% | +39+2.4% | Added |
| Vestor Capital, LLC | 1,696 | $919.0K | 0.07% | +540+46.7% | Added |
| Outlook Wealth Advisors, LLC | 1,693 | $917.6K | 0.44% | −18−1.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,689 | $915.2K | 0.22% | +649+62.4% | Added |
| Old Point Trust & Financial Services N A | 1,682 | $911.4K | 0.35% | +225+15.4% | Added |
| Wealthcare Advisory Partners LLC | 1,671 | $905.2K | 0.03% | +212+14.5% | Added |
| Busey Wealth Management | 1,663 | $901.1K | 0.03% | −38−2.2% | Reduced |
| Leonteq Securities AG | 1,656 | $897.3K | 0.13% | −730−30.6% | Reduced |
| Brogan Financial, Inc. | 1,650 | $894.3K | 0.56% | +5+0.3% | Added |
| Private Trust Co NA | 1,647 | $892.3K | 0.10% | +145+9.7% | Added |
| PDS Planning, Inc | 1,646 | $891.9K | 0.09% | +17+1.0% | Added |
| Global Trust Asset Management, LLC | 1,641 | $889.3K | 0.36% | −45−2.7% | Reduced |
| Vise Technologies, Inc. | 1,633 | $884.9K | 0.16% | +127+8.4% | Added |
| Catalina Capital Group, LLC | 1,629 | $882.7K | 0.34% | +780+91.9% | Added |
| Sage Mountain Advisors LLC | 1,625 | $880.3K | 0.08% | +473+41.1% | Added |
| Fullcircle Wealth LLC | 1,717 | $879.3K | 0.43% | +1,717 | New |
| Plancorp, LLC | 1,613 | $874.0K | 0.04% | +14+0.9% | Added |
| OmniStar Financial Group, Inc. | 1,611 | $872.7K | 0.79% | +13+0.8% | Added |
| LRI Investments, LLC | 1,606 | $870.2K | 0.10% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,603 | $868.6K | 0.03% | +256+19.0% | Added |
| Systematic Alpha Investments, LLC | 1,597 | $865.4K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,589 | $861.0K | 0.14% | −67−4.0% | Reduced |
| Hollencrest Capital Management | 1,588 | $860.5K | 0.04% | +3+0.2% | Added |
| McElhenny Sheffield Capital Management, LLC | 1,587 | $859.9K | 0.30% | −62−3.8% | Reduced |
| Twin Capital Management Inc | 1,586 | $859.4K | 0.10% | −37−2.3% | Reduced |
| Terry L. Blaker | 1,582 | $857.2K | 0.03% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,581 | $856.5K | 0.07% | +51+3.3% | Added |
| Beacon Financial Group | 1,574 | $852.7K | 0.10% | −73−4.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,572 | $851.8K | 0.13% | −74−4.5% | Reduced |
| Compass Wealth Management LLC | 1,568 | $849.6K | 0.21% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 1,567 | $849.0K | 0.11% | +1,567 | New |
| Michael B. Yongue | 1,565 | $848.0K | 0.73% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,563 | $846.9K | 0.03% | −22−1.4% | Reduced |
| Thomasville National Bank | 1,550 | $839.9K | 0.07% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 1,536 | $832.2K | 0.03% | +211+15.9% | Added |
| ROI Financial Advisors, LLC | 1,535 | $831.8K | 0.60% | +16+1.1% | Added |
| Smithbridge Asset Management Inc | 1,532 | $830.1K | 0.17% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 1,530 | $829.0K | 0.20% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 1,526 | $826.9K | 0.10% | 00.0% | Unchanged |
| McLean Asset Management Corp | 1,546 | $826.4K | 0.27% | −99−6.0% | Reduced |
| Middleton & Co Inc | 1,525 | $826.3K | 0.10% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,512 | $819.3K | 0.02% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 1,511 | $818.8K | 1.18% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 1,508 | $817.1K | 0.29% | +68+4.7% | Added |
| Verity Asset Management, Inc. | 1,502 | $813.9K | 0.32% | +651+76.5% | Added |
| Duncker Streett & Co Inc | 1,492 | $808.5K | 0.16% | −3,000−66.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 1,491 | $807.9K | 0.03% | +230+18.2% | Added |
| Quent Capital, LLC | 1,482 | $803.1K | 0.09% | +58+4.1% | Added |
| Prime Capital Investment Advisors, LLC | 1,470 | $796.7K | 0.01% | +26+1.8% | Added |
| KG&L Capital Management,LLC | 1,468 | $795.5K | 0.28% | +145+11.0% | Added |
| Glenview Trust Co | 1,458 | $790.0K | 0.02% | −541−27.1% | Reduced |
| Skopos Labs, Inc. | 1,515 | $781.7K | 0.34% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 1,457 | $778.8K | 0.32% | 00.0% | Unchanged |
| Foster & Motley Inc | 1,428 | $774.0K | 0.05% | −314−18.0% | Reduced |
| Berkshire Asset Management LLC | 1,426 | $772.7K | 0.04% | +856+150.2% | Added |
| Wesbanco Bank Inc | 1,415 | $766.7K | 0.03% | −21−1.5% | Reduced |
| Premier Path Wealth Partners, LLC | 1,410 | $764.2K | 0.13% | −1−0.1% | Reduced |
| Schechter Investment Advisors, LLC | 1,409 | $763.5K | 0.06% | +57+4.2% | Added |
| EverSource Wealth Advisors, LLC | 1,431 | $761.8K | 0.05% | +438+44.1% | Added |
| Fielder Capital Group LLC | 1,404 | $760.9K | 0.29% | −6−0.4% | Reduced |
| Atlas Private Wealth Advisors | 1,404 | $760.6K | 0.12% | +704+100.6% | Added |
| Genesee Capital Advisors, LLC | 1,394 | $755.3K | 0.37% | −320−18.7% | Reduced |
| Shelton Capital Management | 1,390 | $753.2K | 0.02% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 1,388 | $752.1K | 0.12% | +625+81.9% | Added |
| Wealth Management Associates, Inc. | 1,387 | $751.7K | 0.35% | 00.0% | Unchanged |
| Systematic Financial Management LP | 1,386 | $751.0K | 0.02% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 1,386 | $750.9K | 0.02% | −69−4.7% | Reduced |
| IHT Wealth Management, LLC | 1,371 | $743.1K | 0.03% | +318+30.2% | Added |
| Alamar Capital Management, LLC | 1,368 | $741.3K | 0.45% | +1,368 | New |
| Evergreen Capital Management LLC | 1,366 | $740.2K | 0.03% | +194+16.6% | Added |
| Centric Wealth Management | 1,403 | $740.1K | 0.21% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 1,362 | $738.0K | 0.13% | +96+7.6% | Added |
| H&H Retirement Design & Management INC | 1,458 | $734.7K | 0.45% | +5+0.3% | Added |
| Fundamentun, LLC | 1,342 | $727.5K | 0.06% | +63+4.9% | Added |
| Privium Fund Management (UK) Ltd | 1,357 | $727.2K | 0.28% | +1,357 | New |
| 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 |
| Ransom Advisory, Ltd | 1,325 | $718.0K | 0.36% | 00.0% | Unchanged |
| Wealth Alliance | 1,314 | $711.9K | 0.09% | −10−0.8% | Reduced |
| Arete Wealth Advisors, LLC | 1,314 | $711.0K | 0.06% | +1,314 | New |
| Salem Investment Counselors Inc | 1,311 | $710.4K | 0.02% | −58−4.2% | Reduced |