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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 2,632 | $1.43M | 0.11% | +9+0.3% | Added |
| SpiderRock Advisors, LLC | 2,629 | $1.42M | 0.04% | +1,984+307.6% | Added |
| Banco BTG Pactual S.A. | 2,658 | $1.42M | 0.36% | +1,308+96.9% | Added |
| Vident Advisory, LLC | 2,624 | $1.42M | 0.04% | −58,463−95.7% | Reduced |
| Acropolis Investment Management, LLC | 2,597 | $1.41M | 0.09% | −57−2.1% | Reduced |
| GAMMA Investing LLC | 2,596 | $1.41M | 0.19% | +673+35.0% | Added |
| Empower Advisory Group, LLC | 2,591 | $1.40M | 0.01% | −185−6.7% | Reduced |
| RMB Capital Management, LLC | 2,566 | $1.39M | 0.03% | −419−14.0% | Reduced |
| USA Financial Portformulas Corp | 2,563 | $1.39M | 0.23% | +2,336+1,029.1% | Added |
| Principle Wealth Partners LLC | 2,554 | $1.38M | 0.11% | +104+4.2% | Added |
| Matisse Capital | 2,550 | $1.38M | 0.68% | −137−5.1% | Reduced |
| Aptus Capital Advisors, LLC | 2,537 | $1.37M | 0.03% | +111+4.6% | Added |
| Mirabella Financial Services LLP | 2,532 | $1.37M | 0.10% | +2,532 | New |
| Fortem Financial Group, LLC | 2,503 | $1.36M | 0.58% | +83+3.4% | Added |
| Retirement Guys Formula LLC | 2,502 | $1.36M | 0.65% | +101+4.2% | Added |
| Capstone Investment Advisors, LLC | 2,490 | $1.35M | 0.03% | −3,165−56.0% | Reduced |
| Richwood Investment Advisors, LLC | 2,489 | $1.35M | 1.18% | −20−0.8% | Reduced |
| First Business Financial Services, Inc. | 2,485 | $1.35M | 0.14% | +81+3.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,478 | $1.34M | 0.14% | +836+50.9% | Added |
| Graypoint LLC | 2,475 | $1.34M | 0.09% | +247+11.1% | Added |
| Trueblood Wealth Management, LLC | 2,471 | $1.34M | 0.76% | +35+1.4% | Added |
| Power Wealth Management LLC | 2,463 | $1.33M | 0.64% | +1,008+69.3% | Added |
| Herold Advisors, Inc. | 2,450 | $1.33M | 0.31% | +163+7.1% | Added |
| Horizon Investments, LLC | 2,448 | $1.33M | 0.04% | +176+7.7% | Added |
| Ameritas Investment Partners, Inc. | 2,446 | $1.33M | 0.05% | −95−3.7% | Reduced |
| 9258 Wealth Management, LLC | 2,437 | $1.32M | 0.20% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 2,427 | $1.32M | 0.19% | +1,567+182.2% | Added |
| Cigna Investments Inc | 2,407 | $1.30M | 0.24% | −90−3.6% | Reduced |
| Benchmark Investment Advisors LLC | 2,373 | $1.29M | 0.93% | −225−8.7% | Reduced |
| Central Trust Co | 2,350 | $1.27M | 0.03% | +53+2.3% | Added |
| Quadrant Capital Group LLC | 2,338 | $1.27M | 0.09% | +189+8.8% | Added |
| Citizens Financial Group Inc | 2,336 | $1.27M | 0.03% | +890+61.5% | Added |
| Financial Security Advisor, Inc. | 2,322 | $1.26M | 0.42% | +3+0.1% | Added |
| PGGM Investments | 2,319 | $1.26M | 0.02% | −3,659−61.2% | Reduced |
| CSS LLC | 2,300 | $1.25M | 0.09% | −50−2.1% | Reduced |
| SeaCrest Wealth Management, LLC | 2,295 | $1.24M | 0.14% | +32+1.4% | Added |
| WSFS Capital Management, LLC | 2,284 | $1.24M | 0.07% | +5+0.2% | Added |
| Sigma Planning Corp | 2,276 | $1.23M | 0.04% | +39+1.7% | Added |
| Perigon Wealth Management, LLC | 2,274 | $1.23M | 0.04% | −95−4.0% | Reduced |
| Nilsine Partners, LLC | 2,264 | $1.23M | 0.16% | +12+0.5% | Added |
| DGS Capital Management, LLC | 2,258 | $1.22M | 0.34% | +84+3.9% | Added |
| Stableford Capital II LLC | 2,332 | $1.21M | 0.48% | +8+0.3% | Added |
| Concord Wealth Partners | 2,237 | $1.21M | 0.21% | −118−5.0% | Reduced |
| Atom Investors LP | 2,230 | $1.21M | 0.12% | −7,211−76.4% | Reduced |
| Pearl River Capital, LLC | 2,224 | $1.21M | 0.19% | +2,224 | New |
| Buckley Wealth Management, LLC | 2,213 | $1.20M | 0.38% | +51+2.4% | Added |
| Pure Financial Advisors, Inc. | 2,203 | $1.19M | 0.03% | −40−1.8% | Reduced |
| Sumitomo Life Insurance Co | 2,203 | $1.19M | 0.03% | −269−10.9% | Reduced |
| Romano Brothers and Company | 2,200 | $1.19M | 0.17% | −10−0.5% | Reduced |
| First National Bank of Hutchinson | 2,195 | $1.19M | 0.76% | +947+75.9% | Added |
| Fifth Third Wealth Advisors LLC | 2,167 | $1.17M | 0.09% | +2,167 | New |
| Roundview Capital LLC | 2,161 | $1.17M | 0.09% | +44+2.1% | Added |
| Bard Financial Services, Inc. | 2,150 | $1.16M | 0.12% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,136 | $1.16M | 0.04% | +456+27.1% | Added |
| Axq Capital, LP | 2,131 | $1.15M | 0.27% | +2,131 | New |
| Alaska Permanent Fund Corp | 2,164 | $1.15M | 0.02% | +1,481+216.8% | Added |
| Daymark Wealth Partners, LLC | 2,120 | $1.15M | 0.05% | +64+3.1% | Added |
| Mission Wealth Management, LP | 2,114 | $1.15M | 0.03% | −62−2.8% | Reduced |
| Delphi Management Inc | 2,112 | $1.14M | 0.93% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 2,106 | $1.14M | 0.77% | +6+0.3% | Added |
| Heritage Wealth Management, Inc. | 2,136 | $1.13M | 0.38% | +2,136 | New |
| Harbour Investments, Inc. | 2,089 | $1.13M | 0.04% | +822+64.9% | Added |
| 1st Source Bank | 2,086 | $1.13M | 0.07% | +81+4.0% | Added |
| Fiduciary Trust Co | 2,069 | $1.12M | 0.02% | +3+0.1% | Added |
| RFG Advisory, LLC | 2,067 | $1.12M | 0.04% | +51+2.5% | Added |
| Taylor Financial Group, Inc. | 2,065 | $1.12M | 0.86% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 2,060 | $1.12M | 0.09% | +35+1.7% | Added |
| Wedmont Private Capital | 2,083 | $1.12M | 0.07% | +230+12.4% | Added |
| Pacific Global Investment Management CO | 2,057 | $1.11M | 0.21% | +6+0.3% | Added |
| WESPAC Advisors SoCal, LLC | 2,046 | $1.11M | 0.28% | +333+19.4% | Added |
| Seeds Investor LLC | 2,039 | $1.10M | 0.57% | +141+7.4% | Added |
| Chicago Capital, LLC | 2,036 | $1.10M | 0.03% | −4,336−68.0% | Reduced |
| NorthRock Partners, LLC | 2,033 | $1.10M | 0.04% | +94+4.8% | Added |
| Moors & Cabot, Inc. | 2,007 | $1.09M | 0.06% | −180−8.2% | Reduced |
| Strategic Advisors LLC | 2,000 | $1.08M | 0.21% | 00.0% | Unchanged |
| Ally Financial Inc. | 2,000 | $1.08M | 0.13% | −5,000−71.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 2,000 | $1.08M | 0.13% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 2,000 | $1.08M | 0.72% | 00.0% | Unchanged |
| Willner & Heller, LLC | 1,991 | $1.08M | 1.03% | +6+0.3% | Added |
| Ronald Blue Trust, Inc. | 2,071 | $1.07M | 0.01% | +375+22.1% | Added |
| Strategic Financial Services, Inc, | 1,978 | $1.07M | 0.07% | −105−5.0% | Reduced |
| Austin Private Wealth, LLC | 1,967 | $1.07M | 0.11% | +1+0.1% | Added |
| Northern Financial Advisors Inc | 1,965 | $1.06M | 0.85% | +187+10.5% | Added |
| Independent Financial Group, LLC | 1,957 | $1.06M | 0.04% | +1,250+176.8% | Added |
| Harbor Investment Advisory, LLC | 1,930 | $1.05M | 0.11% | −16−0.8% | Reduced |
| Kirtland Hills Capital Management, LLC | 1,927 | $1.04M | 0.87% | −31−1.6% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,914 | $1.04M | 0.47% | +826+75.9% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 1,913 | $1.04M | 0.03% | +1,913 | New |
| United Community Bank | 1,907 | $1.03M | 0.42% | +578+43.5% | Added |
| Smartleaf Asset Management LLC | 1,925 | $1.03M | 0.17% | +768+66.4% | Added |
| Financial Counselors Inc | 1,902 | $1.03M | 0.02% | −209−9.9% | Reduced |
| Sanders Morris Harris LLC | 1,900 | $1.03M | 0.17% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 1,894 | $1.03M | 0.04% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,888 | $1.02M | 0.19% | +1,888 | New |
| Apella Capital, LLC | 1,928 | $1.02M | 0.05% | +587+43.8% | Added |
| EP Wealth Advisors, LLC | 1,882 | $1.02M | 0.01% | +289+18.1% | Added |
| Clarius Group, LLC | 1,879 | $1.02M | 0.07% | −60−3.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,877 | $1.02M | 0.08% | +20+1.1% | Added |
| Bremer Bank National Association | 1,868 | $1.01M | 0.20% | −12−0.6% | Reduced |
| Moloney Securities Asset Management, LLC | 1,864 | $1.01M | 0.15% | +214+13.0% | Added |