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Livermore
ZHEN

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, Q3 2024

Institutional positions in Elevance Health, Inc. as of Sep 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
1,703
+8 vs. Q2 2024
Shares held
207.0M
+19.8M (+10.6%) vs. Q2 2024
Total value
$107.2B
+$5.77B (+5.7%) vs. Q2 2024
New holders
137
682 more added
Sold out
129
600 more reduced

18 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 1,703 institutions
Q1 2021: 1,215 institutionsQ2 2021: 1,239 institutionsQ3 2021: 1,221 institutionsQ4 2021: 1,375 institutionsQ1 2022: 1,424 institutionsQ2 2022: 1,444 institutionsQ3 2022: 1,449 institutionsQ4 2022: 1,551 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,673 institutionsQ2 2024: 1,713 institutionsQ3 2024: 1,703 institutionsQ4 2024: 1,609 institutionsQ1 2025: 1,667 institutionsQ2 2025: 1,596 institutionsQ3 2025: 1,512 institutionsQ4 2025: 1,557 institutionsQ1 2026: 1,473 institutionsQ2 2026: 1,615 institutions
Value heldQ3 2024: $107.2B
Q1 2021: $78.2BQ2 2021: $82.8BQ3 2021: $80.6BQ4 2021: $99.3BQ1 2022: $105.7BQ2 2022: $103.2BQ3 2022: $97.0BQ4 2022: $108.8BQ1 2023: $96.9BQ2 2023: $93.1BQ3 2023: $90.8BQ4 2023: $98.1BQ1 2024: $107.7BQ2 2024: $112.7BQ3 2024: $107.2BQ4 2024: $76.5BQ1 2025: $88.6BQ2 2025: $79.7BQ3 2025: $63.3BQ4 2025: $71.0BQ1 2026: $57.1BQ2 2026: $76.8B
Institutions holding ELV and their total value by quarter
QuarterHoldersValue
Q2 20261,615$76.8B
Q1 20261,473$57.1B
Q4 20251,557$71.0B
Q3 20251,512$63.3B
Q2 20251,596$79.7B
Q1 20251,667$88.6B
Q4 20241,609$76.5B
Q3 20241,703$107.2B
Q2 20241,713$112.7B
Q1 20241,673$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,551$108.8B
Q3 20221,449$97.0B
Q2 20221,444$103.2B
Q1 20221,424$105.7B
Q4 20211,375$99.3B
Q3 20211,221$80.6B
Q2 20211,239$82.8B
Q1 20211,215$78.2B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q2 2024.

Institutions holding ELV in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
ZRC Wealth Management, LLC0$120.00%0Unchanged
Dogwood Wealth Management LLC0$160.00%0Unchanged
First Personal Financial Services1$5200.00%+1New
West Branch Capital LLC1$5200.00%+1New
Mendota Financial Group, LLC1$5200.00%+1New
Legacy Investment Solutions, LLC2$8220.00%+2New
Legacy Wealth Managment, LLC2$8220.00%+2New
Transamerica Financial Advisors, Inc.1$1.00K0.00%+1New
Picton Mahoney Asset Management2$1.00K0.00%+2New
Rakuten Securities, Inc.2$1.04K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC2$1.04K0.00%00.0%Unchanged
Chesapeake Asset Management LLC2$1.04K0.00%+2New
1620 Investment Advisors, Inc.2$1.25K0.00%+2New
Pathway Financial Advisers, LLC657,607$1.26K0.00%+656,344+51,967.1%Added
WestEnd Advisors, LLC3$1.56K0.00%00.0%Unchanged
Annapolis Financial Services, LLC4$1.97K0.00%+1+33.3%Added
POM Investment Strategies, LLC4$2.08K0.00%00.0%Unchanged
Claris Advisors, LLC4$2.08K0.00%+4New
Voisard Asset Management Group, Inc.4$2.08K0.00%+4New
JNBA Financial Advisors5$2.60K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.5$2.60K0.00%00.0%Unchanged
Horizon Financial Services, LLC5$2.60K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC5$2.60K0.00%00.0%Unchanged
TFC Financial Management5$2.60K0.00%00.0%Unchanged
Highline Wealth Partners LLC5$2.61K0.00%+1+25.0%Added
Frazier Financial Advisors, LLC5$2.65K0.00%−7−58.3%Reduced
Harvest Fund Management Co., Ltd6$3.00K0.00%−264−97.8%Reduced
Pineridge Advisors LLC6$3.12K0.00%−10−62.5%Reduced
Creekmur Asset Management LLC6$3.12K0.00%+6New
Fairscale Capital, LLC7$3.64K0.00%00.0%Unchanged
True Wealth Design, LLC7$3.64K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.7$3.64K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC7$3.64K0.00%00.0%Unchanged
Global Wealth Strategies & Associates7$3.64K0.00%00.0%Unchanged
Sunbelt Securities, Inc.7$3.64K0.00%+2+40.0%Added
Criterion Capital Advisors, LLC7$3.79K0.00%00.0%Unchanged
Hoey Investments, Inc7$3.79K0.00%00.0%Unchanged
ESL Trust Services, LLC8$4.16K0.00%00.0%Unchanged
Albion Financial Group9$4.68K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC9$4.68K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.9$4.76K0.00%00.0%Unchanged
New Millennium Group LLC9$4.79K0.00%00.0%Unchanged
Darwin Advisors, LLC10$5.20K0.00%+10New
Jamison Private Wealth Management, Inc.10$5.42K0.00%00.0%Unchanged
Ramirez Asset Management, Inc.11$5.72K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC11$5.73K0.00%00.0%Unchanged
CoreFirst Bank & Trust12$6.24K0.00%+12New
ClariVest Asset Management LLC12$6.49K0.00%00.0%Unchanged
Fortis Group Advisors, LLC13$6.76K0.00%00.0%Unchanged
FSA Wealth Management LLC13$6.76K0.00%+13New
Morton Brown Family Wealth, LLC14$7.28K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC16$8.32K0.00%00.0%Unchanged
Stone House Investment Management, LLC16$8.32K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC16$8.32K0.01%00.0%Unchanged
Trifecta Capital Advisors, LLC16$8.32K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc16$8.32K0.00%00.0%Unchanged
Twin Tree Management, LP16$8.32K0.00%+16New
Cornerstone Planning Group LLC21$8.62K0.00%+3+16.7%Added
Richardson Financial Services Inc.16$8.67K0.01%00.0%Unchanged
Lummis Asset Management, LP18$9.36K0.01%00.0%Unchanged
Beacon Capital Management, LLC18$9.36K0.00%+3+20.0%Added
LFA - Lugano Financial Advisors SA20$10.4K0.01%+20New
WealthCollab, LLC21$10.9K0.01%+7+50.0%Added
Caitlin John, LLC27$11.1K0.01%−109−80.1%Reduced
First United Bank Trust22$11.4K0.00%−103−82.4%Reduced
WR Wealth Planners, LLC22$11.4K0.00%−7−24.1%Reduced
Chilton Capital Management LLC22$11.4K0.00%00.0%Unchanged
Naples Money Management LLC22$11.4K0.01%+3+15.8%Added
CNB Bank24$12.5K0.01%00.0%Unchanged
Harbor Capital Advisors, Inc.25$13.0K0.00%+25New
Northwest Capital Management Inc26$13.5K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.28$14.0K0.01%+20+250.0%Added
Sachetta, LLC27$14.0K0.01%+1+3.8%Added
Tortoise Investment Management, LLC28$14.6K0.00%00.0%Unchanged
Nemes Rush Group LLC29$15.0K0.00%00.0%Unchanged
New Age Alpha Advisors, LLC29$15.1K0.01%+29New
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna30$15.6K0.01%−2−6.3%Reduced
GPS Wealth Strategies Group, LLC30$15.6K0.00%00.0%Unchanged
Wolff Wiese Magana LLC30$15.6K0.01%+14+87.5%Added
Avion Wealth31$16.0K0.00%+2+6.9%Added
Gleason Group, Inc.31$16.1K0.00%−7−18.4%Reduced
HHM Wealth Advisors, LLC31$16.1K0.00%−2−6.1%Reduced
Proffitt & Goodson Inc31$16.1K0.00%00.0%Unchanged
Aspect Partners, LLC31$16.1K0.01%00.0%Unchanged
Cherry Tree Wealth Management, LLC33$17.2K0.00%00.0%Unchanged
Jaffetilchin Investment Partners, LLC35$18.0K0.00%+35New
Crewe Advisors LLC35$18.2K0.00%00.0%Unchanged
TCTC Holdings, LLC35$18.2K0.00%00.0%Unchanged
SIMA Wealth Partners, LLC36$18.7K0.02%00.0%Unchanged
Syntax Research, Inc.37$19.0K0.01%+1+2.8%Added
Aspire Private Capital, LLC37$19.2K0.00%00.0%Unchanged
Atwood & Palmer Inc37$19.2K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC37$19.2K0.00%+37New
Arrow Financial Corp39$20.3K0.00%00.0%Unchanged
Webster Bank, N. A.40$20.8K0.00%00.0%Unchanged
Transcendent Capital Group LLC40$20.8K0.01%00.0%Unchanged
MidAtlantic Capital Management, Inc.40$20.8K0.02%00.0%Unchanged
TSFG, LLC40$21.0K0.00%+40New
Davis Capital Management41$21.3K0.02%00.0%Unchanged
Clean Yield Group41$21.3K0.01%+2+5.1%Added