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 |
|---|---|---|---|---|---|
| Fortitude Family Office, LLC | 748 | $405.3K | 0.23% | +715+2,166.7% | Added |
| Platform Technology Partners | 748 | $405.3K | 0.14% | +748 | New |
| Simon Quick Advisors, LLC | 747 | $404.9K | 0.03% | +747 | New |
| MBM Wealth Consultants, LLC | 763 | $403.8K | 0.14% | 00.0% | Unchanged |
| Key Financial Inc | 745 | $403.7K | 0.10% | +615+473.1% | Added |
| Montag A & Associates Inc | 745 | $403.4K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 744 | $403.1K | 0.01% | −182−19.7% | Reduced |
| Transcend Wealth Collective, LLC | 742 | $402.2K | 0.03% | −43−5.5% | Reduced |
| Arlington Trust Co LLC | 742 | $402.1K | 0.09% | −32−4.1% | Reduced |
| First National Trust Co | 737 | $399.4K | 0.02% | −18−2.4% | Reduced |
| HBK Sorce Advisory LLC | 734 | $397.7K | 0.01% | +18+2.5% | Added |
| Van Hulzen Asset Management, LLC | 730 | $396.0K | 0.03% | +34+4.9% | Added |
| East Coast Asset Management, LLC. | 730 | $395.6K | 0.14% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 729 | $395.0K | 0.05% | −40−5.2% | Reduced |
| MGB Wealth Management, LLC | 736 | $393.8K | 0.15% | +10+1.4% | Added |
| Cynosure Management, LLC | 718 | $389.1K | 0.06% | +97+15.6% | Added |
| Lakeridge Wealth Management LLC | 717 | $388.4K | 0.23% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 716 | $388.0K | 0.01% | −23−3.1% | Reduced |
| City Holding Co | 715 | $387.4K | 0.06% | −14−1.9% | Reduced |
| Bigelow Investment Advisors, LLC | 713 | $386.3K | 0.18% | +6+0.8% | Added |
| WMS Partners, LLC | 712 | $385.7K | 0.02% | +1+0.1% | Added |
| Claro Advisors LLC | 710 | $385.0K | 0.06% | +126+21.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 705 | $382.0K | 0.00% | +3+0.4% | Added |
| First Bank & Trust | 705 | $382.0K | 0.08% | +17+2.5% | Added |
| Choate Investment Advisors | 703 | $380.9K | 0.01% | +2+0.3% | Added |
| Camden Capital, LLC | 703 | $380.9K | 0.03% | +703 | New |
| Meyer Handelman Co | 700 | $379.3K | 0.01% | −100−12.5% | Reduced |
| Sandler Capital Management | 700 | $379.3K | 0.07% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 697 | $377.4K | 0.04% | +38+5.8% | Added |
| Sierra Capital LLC | 695 | $377.0K | 0.05% | 00.0% | Unchanged |
| RVW Wealth, LLC | 695 | $376.6K | 0.04% | −1−0.1% | Reduced |
| Guardian Wealth Advisors, LLC | 691 | $374.4K | 0.04% | −9−1.3% | Reduced |
| SJS Investment Consulting Inc. | 691 | $374.4K | 0.07% | 00.0% | Unchanged |
| AXS Investments LLC | 689 | $373.3K | 0.10% | −143−17.2% | Reduced |
| Convergence Investment Partners, LLC | 687 | $372.4K | 0.11% | −21−3.0% | Reduced |
| Alliance Wealth Advisors, LLC | 687 | $372.3K | 0.23% | −42−5.8% | Reduced |
| Insight Folios Inc | 685 | $371.2K | 0.15% | −23−3.2% | Reduced |
| Roberts Glore & Co Inc | 683 | $370.1K | 0.11% | 00.0% | Unchanged |
| Stevens Capital Management LP | 682 | $370.0K | 0.13% | +682 | New |
| Aldebaran Financial Inc. | 682 | $369.6K | 0.51% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 682 | $369.5K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 681 | $369.0K | 0.03% | +59+9.5% | Added |
| Aspiriant, LLC | 679 | $367.9K | 0.02% | −370−35.3% | Reduced |
| First Financial Corp | 679 | $367.9K | 0.19% | −15−2.2% | Reduced |
| Equitable Trust Co | 678 | $367.4K | 0.03% | +275+68.2% | Added |
| E Fund Management Co., Ltd. | 678 | $367.4K | 0.02% | −35−4.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 678 | $367.4K | 0.04% | −1−0.1% | Reduced |
| Kolinsky Wealth Management, LLC | 677 | $366.8K | 0.26% | −34−4.8% | Reduced |
| Addison Advisors LLC | 675 | $365.8K | 0.12% | +50+8.0% | Added |
| Cromwell Holdings LLC | 673 | $364.7K | 0.22% | +673 | New |
| Laidlaw Wealth Management LLC | 672 | $364.1K | 0.20% | 00.0% | Unchanged |
| Grove Bank & Trust | 671 | $363.6K | 0.06% | −16−2.3% | Reduced |
| Financial Enhancement Group LLC | 682 | $363.0K | 0.06% | −13−1.9% | Reduced |
| Personal Cfo Solutions, LLC | 670 | $362.8K | 0.06% | +26+4.0% | Added |
| Bank Pictet & Cie (Asia) Ltd | 669 | $362.5K | 0.12% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 667 | $361.4K | 0.11% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 665 | $361.2K | 0.02% | −36−5.1% | Reduced |
| Jacobi Capital Management LLC | 666 | $361.1K | 0.03% | −32−4.6% | Reduced |
| Cypress Wealth Services, LLC | 656 | $355.6K | 0.08% | +64+10.8% | Added |
| AA Financial Advisors, LLC | 655 | $354.9K | 0.13% | −30−4.4% | Reduced |
| Indiana Trust & Investment Management CO | 653 | $353.8K | 0.13% | +1+0.2% | Added |
| Godshalk Welsh Capital Management, Inc. | 650 | $352.2K | 0.24% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 645 | $349.5K | 0.22% | +645 | New |
| Diversify Advisory Services, LLC | 660 | $349.3K | 0.02% | +7+1.1% | Added |
| Family Firm, Inc. | 643 | $348.3K | 0.08% | +2+0.3% | Added |
| Seven Mile Advisory | 640 | $346.8K | 0.26% | +93+17.0% | Added |
| Dean Investment Associates, LLC | 640 | $346.8K | 0.05% | −369−36.6% | Reduced |
| Ridgecrest Wealth Partners, LLC | 640 | $346.8K | 0.21% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 636 | $344.6K | 0.18% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 635 | $344.1K | 0.01% | +24+3.9% | Added |
| Marotta Asset Management | 640 | $342.1K | 0.07% | −10−1.5% | Reduced |
| Berger Financial Group, Inc | 629 | $341.0K | 0.03% | +1+0.2% | Added |
| HM Payson & Co | 629 | $340.8K | 0.01% | +4+0.6% | Added |
| Addison Capital Co | 628 | $340.1K | 0.15% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 625 | $338.7K | 0.10% | +25+4.2% | Added |
| Washington Capital Management Inc | 625 | $338.7K | 0.29% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 623 | $337.6K | 0.04% | −188−23.2% | Reduced |
| King Luther Capital Management Corp | 622 | $337.0K | 0.00% | +16+2.6% | Added |
| International Assets Investment Management, LLC | 622 | $337.0K | 0.03% | +15+2.5% | Added |
| Waterloo Capital, L.P. | 618 | $335.0K | 0.04% | +14+2.3% | Added |
| Canal Capital Management, LLC | 616 | $333.8K | 0.06% | +2+0.3% | Added |
| DT Investment Partners, LLC | 614 | $332.7K | 0.03% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 613 | $332.2K | 0.27% | 00.0% | Unchanged |
| Onefund, LLC | 613 | $332.2K | 0.36% | +8+1.3% | Added |
| Flagship Harbor Advisors, LLC | 613 | $332.0K | 0.02% | +111+22.1% | Added |
| Cowen and Company, LLC | 610 | $330.5K | 0.01% | +610 | New |
| Gladstone Institutional Advisory LLC | 607 | $329.1K | 0.02% | −416−40.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 607 | $328.9K | 0.13% | −50−7.6% | Reduced |
| Bradley Foster & Sargent Inc | 607 | $328.9K | 0.01% | −25−4.0% | Reduced |
| Fiduciary Alliance LLC | 613 | $328.5K | 0.05% | +2+0.3% | Added |
| JJJ Advisors Inc. | 606 | $328.4K | 0.07% | +72+13.5% | Added |
| New England Capital Financial Advisors LLC | 605 | $327.9K | 0.18% | −34−5.3% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 604 | $327.3K | 0.04% | −604−50.0% | Reduced |
| Five Oceans Advisors | 602 | $326.2K | 0.17% | −191−24.1% | Reduced |
| CVA Family Office, LLC | 602 | $326.2K | 0.06% | +24+4.2% | Added |
| Brown Brothers Harriman & Co | 600 | $325.1K | 0.00% | −312−34.2% | Reduced |
| Owen LaRue, LLC | 600 | $325.1K | 0.20% | −100−14.3% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 600 | $325.1K | 0.05% | 00.0% | Unchanged |
| Alta Advisers Ltd | 600 | $325.1K | 0.16% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 600 | $325.1K | 0.09% | +600 | New |