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 |
|---|---|---|---|---|---|
| Granite Harbor Advisors, Inc. | 3,923 | $2.13M | 1.35% | +258+7.0% | Added |
| Parallel Advisors, LLC | 3,920 | $2.12M | 0.05% | +339+9.5% | Added |
| Frank, Rimerman Advisors LLC | 3,919 | $2.12M | 0.15% | +3,908+35,527.3% | Added |
| Channing Global Advisors, LLC | 3,906 | $2.12M | 1.77% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 3,875 | $2.10M | 0.68% | +1,043+36.8% | Added |
| Oxford Wealth Group, LLC | 3,868 | $2.10M | 1.44% | +1,263+48.5% | Added |
| Global Retirement Partners, LLC | 3,851 | $2.09M | 0.07% | +341+9.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,836 | $2.08M | 0.11% | −2,300−37.5% | Reduced |
| Wedbush Securities Inc | 3,831 | $2.08M | 0.07% | −22−0.6% | Reduced |
| Peoples Bank | 3,824 | $2.07M | 1.62% | −51−1.3% | Reduced |
| Knollwood Investment Advisory, LLC | 3,807 | $2.06M | 0.23% | +1,157+43.7% | Added |
| Belpointe Asset Management LLC | 3,791 | $2.05M | 0.14% | +2,186+136.2% | Added |
| Carrera Capital Advisors | 3,788 | $2.05M | 0.67% | +3,788 | New |
| Apollon Wealth Management, LLC | 3,785 | $2.05M | 0.06% | +553+17.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 3,780 | $2.05M | 0.09% | +2,591+217.9% | Added |
| Alpha DNA Investment Management LLC | 3,778 | $2.05M | 1.16% | −220−5.5% | Reduced |
| Advisory Services Network, LLC | 3,778 | $2.05M | 0.04% | −711−15.8% | Reduced |
| Chesley Taft & Associates LLC | 3,749 | $2.03M | 0.10% | −17−0.5% | Reduced |
| FORA Capital, LLC | 3,748 | $2.03M | 0.25% | −18,938−83.5% | Reduced |
| Headlands Technologies LLC | 3,744 | $2.03M | 0.22% | +2,920+354.4% | Added |
| DB Fitzpatrick & Co, Inc | 3,730 | $2.02M | 1.87% | −29−0.8% | Reduced |
| World Equity Group, Inc. | 3,727 | $2.02M | 0.60% | −2,127−36.3% | Reduced |
| Legato Capital Management LLC | 3,722 | $2.02M | 0.27% | −1,705−31.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,715 | $2.01M | 0.46% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3,708 | $2.01M | 0.23% | +2,856+335.2% | Added |
| Parallax Volatility Advisers, L.P. | 3,705 | $2.01M | 0.05% | −1,197−24.4% | Reduced |
| Violich Capital Management, Inc. | 3,700 | $2.00M | 0.27% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,696 | $2.00M | 0.05% | +53+1.5% | Added |
| Qtron Investments LLC | 3,694 | $2.00M | 0.29% | +1,171+46.4% | Added |
| FJ Capital Management LLC | 3,686 | $2.00M | 0.21% | −98−2.6% | Reduced |
| FRG Family Wealth Advisors LLC | 3,810 | $2.00M | 0.39% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 3,648 | $1.98M | 0.62% | +50+1.4% | Added |
| Integrated Wealth Concepts LLC | 3,642 | $1.97M | 0.03% | +302+9.0% | Added |
| Syon Capital LLC | 3,636 | $1.97M | 0.18% | +104+2.9% | Added |
| Cohen Klingenstein LLC | 3,600 | $1.95M | 0.07% | 00.0% | Unchanged |
| Pensionfund Sabic | 3,550 | $1.92M | 0.57% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 3,544 | $1.92M | 0.04% | +66+1.9% | Added |
| Profund Advisors LLC | 3,533 | $1.91M | 0.07% | −61−1.7% | Reduced |
| Kornitzer Capital Management Inc | 3,495 | $1.89M | 0.04% | +120+3.6% | Added |
| Hancock Whitney Corp | 3,449 | $1.87M | 0.06% | −127−3.6% | Reduced |
| Fidelis Capital Partners, LLC | 3,552 | $1.85M | 0.26% | +1,168+49.0% | Added |
| HighPoint Advisor Group LLC | 3,443 | $1.85M | 0.11% | +50+1.5% | Added |
| Dorsey & Whitney Trust CO LLC | 3,386 | $1.83M | 0.13% | +18+0.5% | Added |
| Centiva Capital, LP | 3,372 | $1.83M | 0.09% | +3,372 | New |
| Wolverine Asset Management LLC | 3,372 | $1.83M | 0.03% | −694−17.1% | Reduced |
| Twin City Private Wealth, LLC | 3,369 | $1.83M | 1.72% | +272+8.8% | Added |
| Archford Capital Strategies, LLC | 3,355 | $1.82M | 0.29% | +75+2.3% | Added |
| HF Advisory Group, LLC | 3,316 | $1.80M | 0.93% | +333+11.2% | Added |
| Souders Financial Advisors | 3,294 | $1.79M | 0.27% | +975+42.0% | Added |
| Freedom Day Solutions, LLC | 3,292 | $1.78M | 0.60% | +3,292 | New |
| Haverford Trust Co | 3,277 | $1.78M | 0.02% | −95−2.8% | Reduced |
| Simplex Trading, LLC | 3,231 | $1.75M | 0.06% | +3,231 | New |
| Lake Street Advisors Group, LLC | 3,196 | $1.73M | 0.08% | −51−1.6% | Reduced |
| Sentry LLC | 3,179 | $1.72M | 0.32% | −30−0.9% | Reduced |
| Warren Averett Asset Management, LLC | 3,144 | $1.70M | 0.03% | +271+9.4% | Added |
| Wealth Architects, LLC | 3,117 | $1.69M | 0.21% | +7+0.2% | Added |
| Wright Investors Service Inc | 3,112 | $1.69M | 0.44% | −2,094−40.2% | Reduced |
| Symmetry Partners, LLC | 3,082 | $1.67M | 0.09% | −117−3.7% | Reduced |
| Summit Trail Advisors, LLC | 3,076 | $1.67M | 0.04% | +302+10.9% | Added |
| Institute for Wealth Management, LLC. | 3,029 | $1.64M | 0.22% | −3−0.1% | Reduced |
| Insight Wealth Strategies, LLC | 3,021 | $1.64M | 0.23% | +78+2.7% | Added |
| Verdad Advisers, LP | 3,015 | $1.63M | 1.89% | +865+40.2% | Added |
| Benjamin Edwards Inc | 2,956 | $1.60M | 0.31% | +41+1.4% | Added |
| Churchill Management Corp | 2,956 | $1.60M | 0.02% | −230−7.2% | Reduced |
| J. Safra Sarasin Holding AG | 2,940 | $1.59M | 0.03% | +2,940 | New |
| Walleye Trading LLC | 2,938 | $1.59M | 0.03% | +831+39.4% | Added |
| Laurion Capital Management LP | 2,914 | $1.58M | 0.05% | +2,914 | New |
| Asset Dedication, LLC | 2,905 | $1.57M | 0.11% | +275+10.5% | Added |
| Symmetry Investments LP | 2,900 | $1.57M | 0.20% | +2,900 | New |
| Two Sigma Securities, LLC | 2,885 | $1.56M | 0.07% | −814−22.0% | Reduced |
| Cunning Capital Partners, LP | 2,880 | $1.56M | 0.89% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,865 | $1.55M | 0.05% | −499−14.8% | Reduced |
| Pinnacle Financial Partners Inc | 2,898 | $1.55M | 0.03% | −46−1.6% | Reduced |
| Cape Investment Advisory, Inc. | 2,861 | $1.55M | 0.70% | +13+0.5% | Added |
| Coastal Investment Advisors, Inc. | 2,838 | $1.54M | 0.30% | +120+4.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,869 | $1.53M | 0.18% | +636+28.5% | Added |
| Searle & Co. | 2,826 | $1.53M | 0.36% | +49+1.8% | Added |
| Robertson Stephens Wealth Management, LLC | 2,808 | $1.52M | 0.08% | +51+1.8% | Added |
| Mutual Advisors, LLC | 2,870 | $1.52M | 0.05% | +187+7.0% | Added |
| King Wealth | 2,793 | $1.51M | 0.25% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 2,784 | $1.51M | 0.11% | +992+55.4% | Added |
| Westpac Banking Corp | 2,782 | $1.51M | 0.12% | −445−13.8% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,779 | $1.51M | 0.17% | −98−3.4% | Reduced |
| Golden State Equity Partners | 2,775 | $1.50M | 0.31% | +2,775 | New |
| Copperleaf Capital, LLC | 2,773 | $1.50M | 1.20% | +151+5.8% | Added |
| Jackson Wealth Management, LLC | 2,749 | $1.49M | 0.32% | −2,130−43.7% | Reduced |
| Insight Inv LLC | 2,745 | $1.49M | 1.28% | +100+3.8% | Added |
| We Are One Seven, LLC | 2,740 | $1.48M | 0.07% | −10.0% | Reduced |
| Pitcairn Co | 2,729 | $1.48M | 0.09% | +200+7.9% | Added |
| Thoroughbred Financial Services, LLC | 2,716 | $1.47M | 0.10% | +1,766+185.9% | Added |
| Fortis Capital Advisors, LLC | 2,714 | $1.47M | 0.53% | +2,714 | New |
| Trust Asset Management LLC | 2,711 | $1.47M | 0.12% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 2,709 | $1.47M | 0.37% | +1,397+106.5% | Added |
| Forum Financial Management, LP | 2,709 | $1.47M | 0.03% | −77−2.8% | Reduced |
| Snowden Capital Advisors LLC | 2,704 | $1.46M | 0.04% | −92−3.3% | Reduced |
| Jones Financial Companies LLLP | 2,702 | $1.46M | 0.00% | +2,328+622.5% | Added |
| Rehmann Capital Advisory Group | 2,680 | $1.45M | 0.10% | +80+3.1% | Added |
| Ballentine Partners, LLC | 2,647 | $1.43M | 0.03% | +673+34.1% | Added |
| Umb Bank N A | 2,646 | $1.43M | 0.02% | −134−4.8% | Reduced |
| Foresight Global Investors, Inc. | 2,645 | $1.43M | 0.69% | 00.0% | Unchanged |