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 |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 6,094 | $3.30M | 0.02% | +4,199+221.6% | Added |
| Resources Investment Advisors, LLC. | 6,087 | $3.30M | 0.04% | −1,570−20.5% | Reduced |
| YHB Investment Advisors, Inc. | 6,085 | $3.30M | 0.28% | +8+0.1% | Added |
| Flputnam Investment Management Co | 6,081 | $3.29M | 0.06% | −614−9.2% | Reduced |
| Guardian Capital Advisors LP | 6,151 | $3.29M | 0.35% | −600−8.9% | Reduced |
| Plato Investment Management Ltd | 5,998 | $3.25M | 0.30% | +152+2.6% | Added |
| Leavell Investment Management, Inc. | 5,965 | $3.23M | 0.18% | +105+1.8% | Added |
| Pinkerton Retirement Specialists, LLC | 5,924 | $3.21M | 0.49% | +328+5.9% | Added |
| D.A. Davidson & Co. | 5,920 | $3.21M | 0.03% | −314−5.0% | Reduced |
| Hardy Reed LLC | 5,875 | $3.18M | 0.32% | +5,875 | New |
| LS Investment Advisors, LLC | 5,774 | $3.13M | 0.49% | +933+19.3% | Added |
| Harbert Fund Advisors, Inc. | 5,750 | $3.12M | 2.50% | +3,750+187.5% | Added |
| Integrated Advisors Network LLC | 5,720 | $3.10M | 0.16% | +59+1.0% | Added |
| Tokio Marine Asset Management Co Ltd | 5,634 | $3.05M | 0.15% | +103+1.9% | Added |
| Oppenheimer & Co Inc | 5,567 | $3.02M | 0.05% | −434−7.2% | Reduced |
| Camden National Bank | 5,551 | $3.01M | 0.46% | +674+13.8% | Added |
| Accurate Wealth Management, LLC | 5,651 | $3.00M | 0.72% | +397+7.6% | Added |
| Castellan Group, LLC | 5,415 | $2.93M | 1.40% | +214+4.1% | Added |
| Atria Wealth Solutions, Inc. | 5,391 | $2.92M | 0.03% | +258+5.0% | Added |
| Landscape Capital Management, L.L.C. | 5,390 | $2.92M | 0.25% | +5,390 | New |
| Greenfield Savings Bank | 5,339 | $2.89M | 1.49% | +138+2.7% | Added |
| Advisors Asset Management, Inc. | 5,323 | $2.88M | 0.06% | +810+17.9% | Added |
| Alberta Investment Management Corp | 5,300 | $2.87M | 0.03% | +1,600+43.2% | Added |
| Keudell/Morrison Wealth Management | 5,281 | $2.86M | 0.84% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 5,270 | $2.86M | 0.59% | +5,270 | New |
| Simplify Asset Management Inc. | 5,236 | $2.84M | 0.25% | −3−0.1% | Reduced |
| Allen Investment Management LLC | 5,221 | $2.83M | 0.03% | 00.0% | Unchanged |
| Legacy Trust | 5,214 | $2.83M | 0.70% | 00.0% | Unchanged |
| AE Wealth Management LLC | 5,205 | $2.82M | 0.03% | +637+13.9% | Added |
| Mizuho Markets Americas LLC | 5,200 | $2.82M | 0.08% | +5,200 | New |
| Essex Financial Services, Inc. | 5,343 | $2.81M | 0.21% | +188+3.6% | Added |
| RSM US Wealth Management LLC | 5,184 | $2.77M | 0.05% | +3,964+324.9% | Added |
| Ilmarinen Mutual Pension Insurance Co | 5,100 | $2.76M | 0.03% | −16,500−76.4% | Reduced |
| Alpine Woods Capital Investors, LLC | 5,092 | $2.76M | 0.43% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 5,085 | $2.76M | 0.15% | +207+4.2% | Added |
| Community Bank, N.A. | 5,045 | $2.73M | 0.36% | +16+0.3% | Added |
| Gluskin Sheff & Assoc Inc | 5,027 | $2.72M | 0.31% | −51−1.0% | Reduced |
| Bangor Savings Bank | 5,016 | $2.72M | 0.27% | −132−2.6% | Reduced |
| Raymond James Trust N.A. | 4,985 | $2.70M | 0.06% | −265−5.0% | Reduced |
| Unique Wealth Strategies, LLC | 5,202 | $2.70M | 1.26% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,963 | $2.69M | 0.28% | +204+4.3% | Added |
| Delta Capital Management LLC | 4,920 | $2.67M | 1.61% | 00.0% | Unchanged |
| Mediolanum International Funds Ltd | 5,321 | $2.66M | 0.04% | −365−6.4% | Reduced |
| Ascent Group, LLC | 4,903 | $2.66M | 0.22% | +1,138+30.2% | Added |
| Intrust Bank NA | 4,841 | $2.62M | 0.28% | +23+0.5% | Added |
| Oak Associates, Ltd | 4,833 | $2.62M | 0.17% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 4,832 | $2.62M | 0.81% | +988+25.7% | Added |
| Cetera Trust Company, N.A | 4,806 | $2.60M | 1.63% | −661−12.1% | Reduced |
| Malaga Cove Capital, LLC | 4,803 | $2.60M | 1.06% | −19−0.4% | Reduced |
| Scholtz & Company, LLC | 4,797 | $2.60M | 1.11% | −74−1.5% | Reduced |
| Lakeview Capital Partners, LLC | 4,987 | $2.59M | 0.42% | 00.0% | Unchanged |
| Old National Bancorp | 4,739 | $2.57M | 0.06% | −168−3.4% | Reduced |
| Clear Rock Advisors, LLC | 4,701 | $2.55M | 1.09% | +242+5.4% | Added |
| Valeo Financial Advisors, LLC | 4,690 | $2.54M | 0.08% | −145−3.0% | Reduced |
| Stonebridge Capital Advisors LLC | 4,682 | $2.54M | 0.22% | −663−12.4% | Reduced |
| IMA Wealth, Inc. | 4,672 | $2.53M | 1.12% | +4,672 | New |
| Lombard Odier Asset Management (Europe) Ltd | 4,630 | $2.51M | 0.12% | +4,630 | New |
| Signaturefd, LLC | 4,619 | $2.50M | 0.05% | +351+8.2% | Added |
| Avitas Wealth Management LLC | 4,607 | $2.50M | 0.37% | +5+0.1% | Added |
| Pettyjohn, Wood & White, Inc | 4,598 | $2.49M | 0.48% | −22−0.5% | Reduced |
| Bragg Financial Advisors, Inc | 4,566 | $2.47M | 0.11% | −10−0.2% | Reduced |
| AIA Group Ltd | 4,562 | $2.47M | 0.07% | −91−2.0% | Reduced |
| Harfst & Associates, Inc. | 4,553 | $2.47M | 0.58% | −139−3.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,524 | $2.45M | 0.04% | −14−0.3% | Reduced |
| Sectoral Asset Management Inc | 4,500 | $2.44M | 0.99% | +1,000+28.6% | Added |
| Regions Financial Corp | 4,494 | $2.44M | 0.02% | −105−2.3% | Reduced |
| Heritage Wealth Advisors | 4,472 | $2.42M | 0.11% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 4,469 | $2.42M | 0.08% | −34−0.8% | Reduced |
| Horizon Investment Services, LLC | 4,413 | $2.39M | 1.13% | +100+2.3% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 4,407 | $2.39M | 0.37% | +2,307+109.9% | Added |
| Paralel Advisors LLC | 4,403 | $2.39M | 0.11% | +243+5.8% | Added |
| Sapient Capital LLC | 4,384 | $2.38M | 0.05% | +16+0.4% | Added |
| Sabal Trust CO | 4,363 | $2.36M | 0.14% | −87−2.0% | Reduced |
| Hofer & Associates. Inc | 4,329 | $2.35M | 1.82% | +3+0.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,310 | $2.34M | 0.09% | +771+21.8% | Added |
| Atlas Capital Advisors LLC | 4,247 | $2.30M | 0.30% | −347−7.6% | Reduced |
| Drucker Wealth 3.0, LLC | 4,245 | $2.30M | 0.61% | +4,245 | New |
| Maia Wealth LLC | 4,306 | $2.29M | 0.69% | +4,306 | New |
| Intellectus Partners, LLC | 4,180 | $2.27M | 0.62% | −386−8.5% | Reduced |
| Moody National Bank Trust Division | 4,164 | $2.26M | 0.18% | +121+3.0% | Added |
| Lido Advisors, LLC | 4,154 | $2.25M | 0.02% | +563+15.7% | Added |
| Barden Capital Management, Inc. | 4,153 | $2.25M | 2.12% | +25+0.6% | Added |
| Tufton Capital Management | 4,124 | $2.23M | 0.43% | 00.0% | Unchanged |
| Perbak Capital Partners LLP | 4,109 | $2.23M | 0.66% | +4,109 | New |
| Great Valley Advisor Group, Inc. | 4,106 | $2.23M | 0.06% | −997−19.5% | Reduced |
| Lederer & Associates Investment Counsel | 4,098 | $2.22M | 1.61% | −204−4.7% | Reduced |
| Vista Investment Management | 4,079 | $2.21M | 0.90% | +33+0.8% | Added |
| Csenge Advisory Group | 4,068 | $2.20M | 0.13% | +77+1.9% | Added |
| AMG National Trust Bank | 4,060 | $2.20M | 0.06% | −104−2.5% | Reduced |
| Meeder Advisory Services, Inc. | 4,048 | $2.19M | 0.16% | +937+30.1% | Added |
| Pinnacle Associates Ltd | 4,036 | $2.19M | 0.03% | +800+24.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,012 | $2.17M | 0.32% | +456+12.8% | Added |
| La Banque Postale Asset Management SA | 4,012 | $2.17M | 0.09% | −26−0.6% | Reduced |
| Zurich Insurance Group Ltd | 4,000 | $2.17M | 0.02% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,995 | $2.16M | 0.07% | +9+0.2% | Added |
| National Asset Management, Inc. | 3,982 | $2.16M | 0.05% | +1,127+39.5% | Added |
| Mount Yale Investment Advisors, LLC | 3,975 | $2.15M | 0.17% | +145+3.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,965 | $2.15M | 0.87% | +13+0.3% | Added |
| Evergreen Wealth Management, LLC | 3,935 | $2.13M | 1.41% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,933 | $2.13M | 0.22% | 00.0% | Unchanged |