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 |
|---|---|---|---|---|---|
| Pine Valley Investments Ltd Liability Co | 600 | $324.9K | 0.02% | +53+9.7% | Added |
| Family Wealth Group, LLC | 599 | $324.7K | 0.33% | +38+6.8% | Added |
| Continuum Advisory, LLC | 597 | $323.5K | 0.05% | +59+11.0% | Added |
| Prestige Wealth Management Group LLC | 596 | $323.0K | 0.07% | +13+2.2% | Added |
| First National Bank | 593 | $321.3K | 0.24% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 590 | $319.8K | 0.02% | +43+7.9% | Added |
| Wintrust Investments LLC | 588 | $319.0K | 0.03% | +154+35.5% | Added |
| Florida Financial Advisors, LLC | 588 | $318.6K | 0.19% | +22+3.9% | Added |
| Virtue Capital Management, LLC | 627 | $316.0K | 0.05% | −120−16.1% | Reduced |
| Journey Strategic Wealth LLC | 579 | $314.0K | 0.01% | +579 | New |
| Legacy Capital Group California, Inc. | 579 | $313.7K | 0.11% | −243−29.6% | Reduced |
| Balentine LLC | 577 | $312.7K | 0.01% | −1,328−69.7% | Reduced |
| Quantum Financial Advisors, LLC | 577 | $312.5K | 0.05% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 565 | $312.5K | 0.00% | +29+5.4% | Added |
| Old Mission Investment Co LLC | 575 | $311.6K | 0.10% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 575 | $311.6K | 0.06% | +13+2.3% | Added |
| Crew Capital Management, Ltd. | 572 | $309.9K | 0.25% | 00.0% | Unchanged |
| Caldwell Trust Co | 569 | $308.3K | 0.03% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 568 | $307.7K | 0.10% | +24+4.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 566 | $306.8K | 0.02% | +2+0.4% | Added |
| Aviso Wealth Management | 566 | $306.7K | 0.18% | −24−4.1% | Reduced |
| Good Life Advisors, LLC | 562 | $304.6K | 0.03% | +21+3.9% | Added |
| Charter Trust Co | 562 | $304.5K | 0.02% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 561 | $304.0K | 0.09% | −354−38.7% | Reduced |
| Alera Investment Advisors, LLC | 557 | $301.8K | 0.04% | +557 | New |
| ASB Consultores, LLC | 557 | $301.8K | 0.11% | −92−14.2% | Reduced |
| LJI Wealth Management, LLC | 557 | $301.8K | 0.07% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 555 | $300.7K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 554 | $300.3K | 0.03% | +16+3.0% | Added |
| KLCM Advisors, Inc. | 551 | $298.8K | 0.04% | 00.0% | Unchanged |
| Alpha Family Trust | 550 | $298.0K | 0.17% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 546 | $295.9K | 0.20% | +47+9.4% | Added |
| Annex Advisory Services, LLC | 546 | $295.9K | 0.01% | +5+0.9% | Added |
| Apollon Financial, LLC | 545 | $295.3K | 0.10% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 542 | $293.7K | 0.02% | +32+6.3% | Added |
| Diligent Investors, LLC | 542 | $293.7K | 0.07% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 539 | $292.1K | 0.05% | +67+14.2% | Added |
| Renaissance Group LLC | 536 | $290.4K | 0.01% | +17+3.3% | Added |
| AlphaCore Capital LLC | 536 | $290.4K | 0.07% | +536 | New |
| Koss-Olinger Consulting, LLC | 531 | $288.0K | 0.03% | +531 | New |
| E&G Advisors, LP | 530 | $287.2K | 0.08% | +100+23.3% | Added |
| PAX Financial Group, LLC | 529 | $286.7K | 0.06% | +529 | New |
| Canopy Partners, LLC | 528 | $286.1K | 0.13% | +87+19.7% | Added |
| Strategic Wealth Designers | 532 | $284.6K | 0.04% | +532 | New |
| Summit Place Financial Advisors, LLC | 525 | $284.5K | 0.17% | 00.0% | Unchanged |
| Monument Capital Management | 524 | $283.9K | 0.08% | +11+2.1% | Added |
| AdvisorNet Financial, Inc | 523 | $283.4K | 0.03% | +5+1.0% | Added |
| Formidable Asset Management, LLC | 521 | $282.5K | 0.05% | +32+6.5% | Added |
| Kelly Financial Services LLC | 521 | $282.3K | 0.10% | −55−9.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 521 | $282.3K | 0.00% | +9+1.8% | Added |
| Alerus Financial NA | 520 | $281.8K | 0.02% | −10−1.9% | Reduced |
| Capital International Sarl | 517 | $280.1K | 0.01% | +517 | New |
| 3Chopt Investment Partners, LLC | 516 | $279.6K | 0.09% | +516 | New |
| First Trust Investment Solutions L.P. | 515 | $279.1K | 0.04% | +515 | New |
| OneAscent Financial Services LLC | 512 | $278.0K | 0.04% | −160−23.8% | Reduced |
| FDx Advisors, Inc. | 511 | $277.0K | 0.08% | −107−17.3% | Reduced |
| Founders Financial Alliance, LLC | 511 | $276.9K | 0.08% | −9−1.7% | Reduced |
| North Star Investment Management Corp. | 511 | $276.9K | 0.02% | −3−0.6% | Reduced |
| Edge Capital Group, LLC | 509 | $275.8K | 0.01% | 00.0% | Unchanged |
| Trust Investment Advisors | 509 | $275.8K | 0.18% | +57+12.6% | Added |
| Rockland Trust Co | 507 | $274.7K | 0.01% | +52+11.4% | Added |
| Traveka Wealth, LLC | 506 | $274.4K | 0.13% | +1+0.2% | Added |
| Chicago Partners Investment Group LLC | 510 | $273.4K | 0.01% | +15+3.0% | Added |
| Larson Financial Group LLC | 503 | $272.8K | 0.02% | +17+3.5% | Added |
| Lebenthal Global Advisors, LLC | 503 | $272.6K | 0.06% | +3+0.6% | Added |
| Mill Creek Capital Advisors, LLC | 502 | $272.0K | 0.01% | +36+7.7% | Added |
| HRT Financial LP | 502 | $272.0K | 0.00% | +502 | New |
| Cypress Capital Group | 501 | $271.5K | 0.03% | −30−5.6% | Reduced |
| Resonant Capital Advisors, LLC | 501 | $271.5K | 0.02% | +63+14.4% | Added |
| Girard Partners Ltd. | 501 | $271.5K | 0.03% | −11−2.1% | Reduced |
| Parkside Financial Bank & Trust | 500 | $270.9K | 0.04% | +44+9.6% | Added |
| FMA Wealth Management, LLC | 500 | $270.9K | 0.22% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 497 | $269.3K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 497 | $269.3K | 0.01% | +4+0.8% | Added |
| Phillips Financial Management, LLC | 497 | $269.3K | 0.02% | +13+2.7% | Added |
| Mesirow Financial Investment Management, Inc. | 493 | $267.7K | 0.01% | +17+3.6% | Added |
| Financial Engines Advisors L.L.C. | 494 | $267.7K | 0.00% | +80+19.3% | Added |
| Harbour Capital Advisors, LLC | 500 | $267.3K | 0.06% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 491 | $266.1K | 0.03% | +491 | New |
| Tfo-TDC, LLC | 486 | $263.6K | 0.05% | +486 | New |
| Norden Group LLC | 485 | $262.9K | 0.05% | +47+10.7% | Added |
| Orgel Wealth Management, LLC | 485 | $262.8K | 0.01% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 482 | $261.2K | 0.06% | +8+1.7% | Added |
| Meridian Investment Counsel Inc. | 480 | $260.1K | 0.08% | 00.0% | Unchanged |
| Tobam | 479 | $260.0K | 0.04% | −976−67.1% | Reduced |
| Covestor Ltd | 479 | $260.0K | 0.17% | −14−2.8% | Reduced |
| TCI Wealth Advisors, Inc. | 479 | $259.6K | 0.02% | +1+0.2% | Added |
| Wealthspire Advisors, LLC | 478 | $259.1K | 0.00% | −32−6.3% | Reduced |
| 1858 Wealth Management, LLC | 478 | $259.0K | 0.21% | −1−0.2% | Reduced |
| Peachtree Investment Partners, LLC | 477 | $258.5K | 0.10% | −11−2.3% | Reduced |
| Shulman DeMeo Asset Management LLC | 473 | $256.4K | 0.07% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 465 | $252.0K | 0.19% | −40−7.9% | Reduced |
| Colonial River Wealth Management, LLC | 465 | $252.0K | 0.14% | −5−1.1% | Reduced |
| AlTi Global, Inc. | 460 | $249.3K | 0.01% | −96−17.3% | Reduced |
| Hilltop Holdings Inc. | 460 | $249.3K | 0.03% | −26−5.3% | Reduced |
| Invesco, LLC | 459 | $248.7K | 0.10% | 00.0% | Unchanged |
| Woodstock Corp | 456 | $247.1K | 0.03% | −85−15.7% | Reduced |
| Raleigh Capital Management Inc. | 455 | $246.6K | 0.10% | +222+95.3% | Added |
| Waterway Wealth Management, LLC | 455 | $246.5K | 0.12% | +455 | New |
| Forte Capital LLC | 454 | $246.0K | 0.03% | +454 | New |