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 |
|---|---|---|---|---|---|
| Rheos Capital Works Inc. | 10,000 | $5.42M | 0.28% | +10,000 | New |
| E. Ohman J:or Asset Management AB | 9,980 | $5.41M | 0.13% | +410+4.3% | Added |
| Buffington Mohr McNeal | 9,950 | $5.39M | 0.95% | +731+7.9% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 9,894 | $5.36M | 0.18% | −2,012−16.9% | Reduced |
| Ieq Capital, LLC | 9,787 | $5.30M | 0.07% | +1,404+16.7% | Added |
| Rakuten Investment Management, Inc. | 9,899 | $5.30M | 0.03% | +3,581+56.7% | Added |
| Veriti Management LLC | 9,783 | $5.30M | 0.33% | +1,516+18.3% | Added |
| Rench Wealth Management, Inc. | 9,758 | $5.29M | 1.90% | +347+3.7% | Added |
| Icon Advisers Inc | 9,700 | $5.19M | 1.17% | 00.0% | Unchanged |
| Asio Capital, LLC | 9,460 | $5.13M | 1.05% | +143+1.5% | Added |
| Quantinno Capital Management LP | 9,428 | $5.11M | 0.09% | +2,813+42.5% | Added |
| Tower Research Capital LLC (TRC) | 9,268 | $5.02M | 0.08% | +4,721+103.8% | Added |
| Hamilton Capital Partners Inc. | 9,231 | $5.00M | 0.54% | +514+5.9% | Added |
| Empirical Finance, LLC | 9,147 | $4.96M | 0.31% | +526+6.1% | Added |
| Park Avenue Securities LLC | 9,138 | $4.95M | 0.06% | +646+7.6% | Added |
| Independent Advisor Alliance | 9,013 | $4.88M | 0.17% | −199−2.2% | Reduced |
| LGT Fund Management Co Ltd. | 8,981 | $4.87M | 0.61% | +3,057+51.6% | Added |
| Public Sector Pension Investment Board | 8,932 | $4.84M | 0.03% | +3,711+71.1% | Added |
| Tiaa Trust, National Association | 8,882 | $4.81M | 0.01% | −235−2.6% | Reduced |
| Clearstead Advisors, LLC | 8,858 | $4.80M | 0.08% | +7,167+423.8% | Added |
| Everence Capital Management Inc | 9,010 | $4.76M | 0.33% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 8,694 | $4.71M | 1.11% | +319+3.8% | Added |
| Tocqueville Asset Management L.P. | 8,686 | $4.71M | 0.08% | −5−0.1% | Reduced |
| Burney Co | 8,658 | $4.69M | 0.18% | −252−2.8% | Reduced |
| Kestra Private Wealth Services, LLC | 8,578 | $4.65M | 0.09% | +1,040+13.8% | Added |
| Family Management Corp | 8,563 | $4.64M | 0.82% | +441+5.4% | Added |
| Toth Financial Advisory Corp | 8,539 | $4.63M | 0.59% | +1,027+13.7% | Added |
| CWM, LLC | 8,433 | $4.57M | 0.02% | +1,068+14.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,398 | $4.55M | 0.01% | −2,902−25.7% | Reduced |
| Vinva Investment Management Ltd | 8,465 | $4.54M | 0.23% | +197+2.4% | Added |
| BKD Wealth Advisors, LLC | 8,332 | $4.51M | 0.11% | +56+0.7% | Added |
| Norinchukin Bank, The | 8,306 | $4.50M | 0.13% | +67+0.8% | Added |
| Benedict Financial Advisors Inc | 8,282 | $4.49M | 1.14% | −137−1.6% | Reduced |
| TownSquare Capital, LLC | 8,210 | $4.45M | 0.06% | +2,118+34.8% | Added |
| Narwhal Capital Management | 8,178 | $4.43M | 0.42% | −410−4.8% | Reduced |
| Synovus Financial Corp | 8,171 | $4.43M | 0.06% | +10+0.1% | Added |
| Signature Estate & Investment Advisors LLC | 8,095 | $4.39M | 0.11% | +375+4.9% | Added |
| Alps Advisors Inc | 8,072 | $4.37M | 0.03% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 8,057 | $4.37M | 0.21% | +265+3.4% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $4.33M | 0.99% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 7,898 | $4.28M | 0.02% | +1,016+14.8% | Added |
| CenterBook Partners LP | 7,829 | $4.24M | 0.26% | +7,829 | New |
| Stanley-Laman Group, Ltd. | 7,826 | $4.24M | 0.61% | +357+4.8% | Added |
| Magnetar Financial LLC | 7,808 | $4.23M | 0.09% | +6,558+524.6% | Added |
| Beacon Pointe Advisors, LLC | 7,757 | $4.20M | 0.05% | −332−4.1% | Reduced |
| Tandem Capital Management Corp | 7,911 | $4.20M | 2.30% | −135−1.7% | Reduced |
| United Capital Financial Advisers, LLC | 7,711 | $4.18M | 0.04% | +146+1.9% | Added |
| Axiom Advisory, LLC | 7,875 | $4.16M | 0.05% | +7,875 | New |
| Radnor Capital Management, LLC | 7,660 | $4.15M | 1.27% | +290+3.9% | Added |
| Oppenheimer Asset Management Inc. | 7,580 | $4.11M | 0.05% | +2,386+45.9% | Added |
| Liberty One Investment Management, LLC | 7,544 | $4.09M | 0.46% | +831+12.4% | Added |
| Te Ahumairangi Investment Management Ltd | 7,525 | $4.08M | 0.78% | −368−4.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,496 | $4.06M | 0.28% | −258−3.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 7,443 | $4.03M | 0.88% | +1,346+22.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,396 | $4.01M | 0.10% | −59−0.8% | Reduced |
| Strategy Asset Managers LLC | 8,963 | $3.98M | 0.89% | +2,446+37.5% | Added |
| Atlantic Union Bankshares Corp | 7,253 | $3.93M | 0.25% | +6,683+1,172.5% | Added |
| Round Rock Advisors, LLC | 7,209 | $3.91M | 0.95% | +309+4.5% | Added |
| Johnson Investment Counsel Inc | 7,208 | $3.91M | 0.04% | +1,480+25.8% | Added |
| Greenleaf Trust | 7,141 | $3.87M | 0.04% | +158+2.3% | Added |
| Garrison Bradford & Associates Inc | 7,132 | $3.87M | 3.97% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 7,076 | $3.83M | 0.16% | +1,992+39.2% | Added |
| First Hawaiian Bank | 7,075 | $3.83M | 0.13% | +482+7.3% | Added |
| Coastline Trust Co | 7,070 | $3.83M | 0.45% | −25−0.4% | Reduced |
| Groupama Asset Managment | 7,021 | $3.80M | 0.08% | −1,902−21.3% | Reduced |
| Bull Street Advisors, LLC | 6,926 | $3.75M | 1.81% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 7,053 | $3.75M | 1.13% | +675+10.6% | Added |
| Earnest Partners LLC | 6,920 | $3.75M | 0.02% | −181−2.5% | Reduced |
| Acadian Asset Management LLC | 6,851 | $3.71M | 0.01% | −25,602−78.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 6,824 | $3.70M | 0.39% | −16−0.2% | Reduced |
| GLOBALT Investments LLC | 6,817 | $3.69M | 0.15% | +6,817 | New |
| Schonfeld Strategic Advisors LLC | 6,800 | $3.68M | 0.03% | −26,196−79.4% | Reduced |
| Winton Group Ltd | 6,771 | $3.67M | 0.25% | +6,771 | New |
| Agf Management Ltd | 6,744 | $3.65M | 0.02% | −209−3.0% | Reduced |
| Voya Financial Advisors, Inc. | 6,691 | $3.58M | 0.41% | +461+7.4% | Added |
| James Investment Research Inc | 6,612 | $3.58M | 0.43% | −6−0.1% | Reduced |
| Chemistry Wealth Management LLC | 6,532 | $3.54M | 0.91% | +472+7.8% | Added |
| Toroso Investments, LLC | 6,529 | $3.54M | 0.05% | +300+4.8% | Added |
| Princeton Global Asset Management LLC | 6,514 | $3.53M | 0.78% | +229+3.6% | Added |
| RDA Financial Network | 6,473 | $3.51M | 1.15% | +7+0.1% | Added |
| Family Legacy, Inc. | 6,472 | $3.51M | 1.26% | −106−1.6% | Reduced |
| Donaldson Capital Management, LLC | 6,470 | $3.51M | 0.15% | +808+14.3% | Added |
| Edmp, Inc. | 6,451 | $3.50M | 3.17% | −6−0.1% | Reduced |
| Transform Wealth, LLC | 6,381 | $3.46M | 0.26% | −90−1.4% | Reduced |
| Hohimer Wealth Management, LLC | 6,361 | $3.45M | 0.80% | +4,309+210.0% | Added |
| Stock Yards Bank & Trust Co | 6,350 | $3.44M | 0.11% | −529−7.7% | Reduced |
| Sequoia Financial Advisors, LLC | 6,328 | $3.43M | 0.04% | +253+4.2% | Added |
| CAPROCK Group, Inc. | 6,318 | $3.42M | 0.14% | +2,108+50.1% | Added |
| Squarepoint Ops LLC | 6,299 | $3.41M | 0.01% | −65,134−91.2% | Reduced |
| Trivant Custom Portfolio Group, LLC | 6,290 | $3.41M | 2.09% | −34−0.5% | Reduced |
| Savant Capital, LLC | 6,285 | $3.41M | 0.03% | +1,439+29.7% | Added |
| Verition Fund Management LLC | 6,243 | $3.38M | 0.03% | −33,982−84.5% | Reduced |
| TrinityPoint Wealth, LLC | 6,235 | $3.38M | 0.53% | −5−0.1% | Reduced |
| Dynamic Advisor Solutions LLC | 6,234 | $3.38M | 0.11% | +65+1.1% | Added |
| Fort Washington Investment Advisors Inc | 6,194 | $3.36M | 0.02% | +63+1.0% | Added |
| Strategic Financial Concepts, LLC | 55,241 | $3.35M | 0.01% | +55,241 | New |
| Bailard, Inc. | 6,157 | $3.34M | 0.09% | −95−1.5% | Reduced |
| Timber Creek Capital Management LLC | 6,144 | $3.33M | 1.00% | +14+0.2% | Added |
| Jackson Hole Capital Partners, LLC | 6,119 | $3.32M | 0.73% | +55+0.9% | Added |
| Lester Murray Antman dba SimplyRich | 6,112 | $3.31M | 1.05% | +56+0.9% | Added |