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 | 1,702 | $107.2B |
| Q2 2024 | 1,712 | $112.7B |
| Q1 2024 | 1,672 | $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 | 1,550 | $108.8B |
| Q3 2022 | 1,448 | $97.0B |
| Q2 2022 | 1,443 | $103.2B |
| Q1 2022 | 1,423 | $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 |
|---|---|---|---|---|---|
| Fukoku Mutual Life Insurance Co | 998 | $540.8K | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 989 | $535.9K | 0.06% | 00.0% | Unchanged |
| Carr Financial Group Corp | 987 | $534.6K | 0.17% | +2+0.2% | Added |
| Okabena Investment Services Inc | 977 | $529.4K | 0.17% | −314−24.3% | Reduced |
| Basepoint Wealth LLC | 975 | $528.2K | 0.42% | −45−4.4% | Reduced |
| Client 1st Advisory Group, LLC | 962 | $521.3K | 0.22% | +79+8.9% | Added |
| Adams Wealth Management | 956 | $518.0K | 0.12% | +261+37.6% | Added |
| CacheTech Inc. | 956 | $518.0K | 0.12% | +956 | New |
| Compton Wealth Advisory Group, LLC | 954 | $516.9K | 0.14% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 951 | $515.3K | 0.31% | −6−0.6% | Reduced |
| Dakota Wealth Management | 946 | $512.6K | 0.01% | +16+1.7% | Added |
| GSB Wealth Management, LLC | 946 | $512.5K | 0.14% | +1+0.1% | Added |
| Spectrum Wealth Counsel, LLC | 942 | $510.4K | 0.06% | −11−1.2% | Reduced |
| Summit X, LLC | 944 | $506.8K | 0.11% | +229+32.0% | Added |
| Vista Wealth Management Group, LLC | 932 | $505.1K | 0.04% | +310+49.8% | Added |
| Ritter Daniher Financial Advisory LLC | 922 | $499.6K | 0.16% | −20−2.1% | Reduced |
| Centaurus Financial, Inc. | 918 | $498.0K | 0.03% | +368+66.9% | Added |
| Western Wealth Management, LLC | 912 | $493.9K | 0.04% | −22−2.4% | Reduced |
| Drive Wealth Management, LLC | 912 | $493.9K | 0.13% | +30+3.4% | Added |
| Wealth Advisory Solutions, LLC | 908 | $492.0K | 0.13% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 908 | $492.0K | 0.05% | −7−0.8% | Reduced |
| Ignite Planners, LLC | 925 | $490.5K | 0.12% | +153+19.8% | Added |
| SageView Advisory Group, LLC | 905 | $490.2K | 0.02% | +34+3.9% | Added |
| HFG Advisors, Inc. | 905 | $490.2K | 0.46% | +2+0.2% | Added |
| Independence Bank of Kentucky | 903 | $489.3K | 0.13% | −20−2.2% | Reduced |
| Manchester Capital Management LLC | 902 | $488.8K | 0.06% | +27+3.1% | Added |
| Horan Securities, Inc. | 901 | $488.2K | 0.21% | 00.0% | Unchanged |
| Hilltop Partners LLC | 896 | $485.5K | 0.18% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 892 | $483.3K | 0.11% | +70+8.5% | Added |
| Astoria Portfolio Advisors LLC. | 890 | $482.2K | 0.17% | +103+13.1% | Added |
| Circle Wealth Management, LLC | 885 | $479.5K | 0.01% | −309−25.9% | Reduced |
| First Affirmative Financial Network | 880 | $476.7K | 0.33% | −47−5.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 879 | $476.3K | 0.00% | −1,378−61.1% | Reduced |
| Whalerock Point Partners, LLC | 877 | $475.2K | 0.13% | 00.0% | Unchanged |
| Elser Financial Planning, Inc | 876 | $474.7K | 0.08% | +876 | New |
| Samalin Investment Counsel, LLC | 874 | $474.1K | 0.22% | +14+1.6% | Added |
| Cozad Asset Management Inc | 870 | $471.2K | 0.05% | +26+3.1% | Added |
| Stratos Wealth Advisors, LLC | 868 | $470.8K | 0.02% | +215+32.9% | Added |
| Arkadios Wealth Advisors | 868 | $470.6K | 0.03% | +181+26.3% | Added |
| Keener Financial Planning LLC | 866 | $469.0K | 0.31% | 00.0% | Unchanged |
| Next Level Private LLC | 865 | $468.5K | 0.21% | +9+1.1% | Added |
| Allstate Corp | 864 | $468.2K | 0.04% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 862 | $467.4K | 0.01% | +198+29.8% | Added |
| Regent Peak Wealth Advisors LLC | 862 | $467.1K | 0.12% | +26+3.1% | Added |
| Capital Investment Advisors, LLC | 861 | $466.6K | 0.01% | +27+3.2% | Added |
| Callan Capital, LLC | 860 | $466.0K | 0.04% | +391+83.4% | Added |
| BHK Investment Advisors, LLC | 858 | $465.0K | 0.18% | −40−4.5% | Reduced |
| 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 |
| Park Place Capital Corp | 855 | $463.3K | 0.15% | +393+85.1% | Added |
| IFP Advisors, Inc | 854 | $463.0K | 0.02% | +98+13.0% | Added |
| InTrack Investment Management Inc | 853 | $462.2K | 0.33% | −1,375−61.7% | Reduced |
| Trust Point Inc. | 848 | $459.5K | 0.04% | −246−22.5% | Reduced |
| St Germain D J Co Inc | 846 | $458.4K | 0.02% | −53−5.9% | Reduced |
| Insigneo Advisory Services, LLC | 862 | $451.3K | 0.05% | −7−0.8% | Reduced |
| Avidian Wealth Solutions, LLC | 830 | $450.0K | 0.02% | +206+33.0% | Added |
| BayBridge Capital Group, LLC | 828 | $448.7K | 0.35% | +23+2.9% | Added |
| Rothschild Investment LLC | 821 | $444.9K | 0.03% | +158+23.8% | Added |
| Mosley Wealth Management | 815 | $441.6K | 0.38% | +64+8.5% | Added |
| LVW Advisors, LLC | 812 | $440.0K | 0.06% | +98+13.7% | Added |
| Fisher Asset Management, LLC | 807 | $437.6K | 0.00% | +30+3.9% | Added |
| LongView Wealth Management | 806 | $436.8K | 0.16% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 804 | $435.5K | 0.09% | +1+0.1% | Added |
| Geller Advisors LLC | 803 | $435.1K | 0.03% | +33+4.3% | Added |
| First Horizon Advisors, Inc. | 802 | $434.7K | 0.01% | −71−8.1% | Reduced |
| Truepoint, Inc. | 801 | $434.0K | 0.01% | +801 | New |
| Angeles Wealth Management, LLC | 799 | $432.9K | 0.04% | +115+16.8% | Added |
| Dover Advisors, LLC | 797 | $431.9K | 0.27% | −68−7.9% | Reduced |
| Fulton Breakefield Broenniman LLC | 796 | $431.3K | 0.03% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 810 | $431.1K | 0.04% | +810 | New |
| Abacus Planning Group, Inc. | 794 | $430.2K | 0.08% | −9−1.1% | Reduced |
| Chicago Trust Co NA | 793 | $429.7K | 0.09% | +16+2.1% | Added |
| Atlas Wealth LLC | 810 | $429.6K | 0.07% | 00.0% | Unchanged |
| Harbor Group, Inc. | 792 | $429.2K | 0.11% | −28−3.4% | Reduced |
| Keynote Financial Services LLC | 790 | $428.1K | 0.36% | −39−4.7% | Reduced |
| Waddell & Associates, LLC | 789 | $427.5K | 0.06% | 00.0% | Unchanged |
| Valley National Advisers Inc | 790 | $427.0K | 0.06% | −14−1.7% | Reduced |
| First County Bank | 787 | $426.4K | 0.22% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 784 | $424.8K | 0.01% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 782 | $423.9K | 0.11% | +64+8.9% | Added |
| Regatta Capital Group, LLC | 781 | $423.1K | 0.09% | +6+0.8% | Added |
| Wall Street Access Asset Management, LLC | 780 | $422.7K | 0.17% | +780 | New |
| Altfest L J & Co Inc | 780 | $422.0K | 0.06% | +11+1.4% | Added |
| Pettinga Financial Advisors, LLC | 772 | $418.5K | 0.10% | 00.0% | Unchanged |
| PFG Investments, LLC | 772 | $418.4K | 0.03% | +2+0.3% | Added |
| Fort Point Capital Partners LLC | 772 | $418.3K | 0.05% | −11−1.4% | Reduced |
| 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 |
| 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 |
| Schnieders Capital Management LLC | 765 | $414.5K | 0.08% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 762 | $412.9K | 0.03% | 00.0% | Unchanged |
| Capital Management Corp | 760 | $411.8K | 0.08% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 786 | $411.6K | 0.09% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 759 | $411.3K | 0.23% | +759 | New |
| American Trust | 758 | $410.7K | 0.03% | −17−2.2% | Reduced |
| Lountzis Asset Management, LLC | 755 | $409.1K | 0.19% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 754 | $409.0K | 0.19% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 754 | $408.6K | 0.10% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 753 | $408.1K | 0.24% | +6+0.8% | Added |