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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WESPAC Advisors SoCal, LLC | 2,481 | $1.29M | 0.30% | +435+21.3% | Added |
| Ami Investment Management Inc | 2,488 | $1.29M | 0.44% | +2,488 | New |
| HighVista Strategies LLC | 2,500 | $1.30M | 0.45% | +2,500 | New |
| EHP Funds Inc. | 2,500 | $1.30M | 0.91% | +2,500 | New |
| Hancock Whitney Corp | 2,509 | $1.30M | 0.04% | −940−27.3% | Reduced |
| FSB Premier Wealth Management, Inc. | 2,515 | $1.31M | 0.54% | +601+31.4% | Added |
| Proequities, Inc. | 2,546 | $1.32M | 0.08% | +1,422+126.5% | Added |
| Matisse Capital | 2,550 | $1.33M | 0.64% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 2,554 | $1.33M | 0.09% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,570 | $1.34M | 0.08% | −27−1.0% | Reduced |
| Trueblood Wealth Management, LLC | 2,577 | $1.34M | 0.67% | +106+4.3% | Added |
| Checchi Capital Advisers, LLC | 2,591 | $1.35M | 0.10% | −41−1.6% | Reduced |
| First Business Financial Services, Inc. | 2,635 | $1.37M | 0.14% | +150+6.0% | Added |
| Machina Capital S.A.S. | 2,639 | $1.37M | 0.55% | +2,639 | New |
| Fiduciary Trust Co | 2,655 | $1.38M | 0.02% | +586+28.3% | Added |
| We Are One Seven, LLC | 2,661 | $1.38M | 0.06% | −79−2.9% | Reduced |
| Citizens Financial Group Inc | 2,664 | $1.39M | 0.03% | +328+14.0% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,677 | $1.39M | 0.15% | −102−3.7% | Reduced |
| Snowden Capital Advisors LLC | 2,697 | $1.40M | 0.04% | −7−0.3% | Reduced |
| Western Wealth Management, LLC | 2,700 | $1.40M | 0.08% | +1,788+196.1% | Added |
| Retirement Guys Formula LLC | 2,710 | $1.41M | 0.66% | +208+8.3% | Added |
| Trust Asset Management LLC | 2,711 | $1.41M | 0.11% | 00.0% | Unchanged |
| Insight Inv LLC | 2,713 | $1.41M | 1.18% | −32−1.2% | Reduced |
| Copperleaf Capital, LLC | 2,724 | $1.42M | 1.08% | −49−1.8% | Reduced |
| Graypoint LLC | 2,731 | $1.42M | 0.09% | +256+10.3% | Added |
| Robertson Stephens Wealth Management, LLC | 2,738 | $1.42M | 0.05% | −70−2.5% | Reduced |
| Thoroughbred Financial Services, LLC | 2,740 | $1.43M | 0.09% | +24+0.9% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,741 | $1.43M | 0.18% | −128−4.5% | Reduced |
| Power Wealth Management LLC | 2,757 | $1.43M | 0.61% | +294+11.9% | Added |
| HighPoint Advisor Group LLC | 3,469 | $1.44M | 0.08% | +26+0.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 2,787 | $1.45M | 0.07% | −1,049−27.3% | Reduced |
| King Wealth | 2,793 | $1.45M | 0.23% | 00.0% | Unchanged |
| Golden State Equity Partners | 2,806 | $1.46M | 0.23% | +31+1.1% | Added |
| Mission Creek Capital Partners, Inc. | 2,808 | $1.46M | 0.34% | +99+3.7% | Added |
| Smithbridge Asset Management Inc | 2,819 | $1.47M | 0.25% | +1,287+84.0% | Added |
| Searle & Co. | 2,826 | $1.47M | 0.37% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,826 | $1.47M | 0.02% | +117+4.3% | Added |
| Churchill Management Corp | 2,851 | $1.48M | 0.02% | −105−3.6% | Reduced |
| Oxford Wealth Group, LLC | 2,863 | $1.49M | 1.21% | −1,005−26.0% | Reduced |
| Asset Dedication, LLC | 2,870 | $1.49M | 0.10% | −35−1.2% | Reduced |
| Cunning Capital Partners, LP | 2,880 | $1.50M | 0.79% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2,896 | $1.51M | 0.61% | +35+1.2% | Added |
| Pinnacle Associates Ltd | 3,228 | $1.52M | 0.03% | −808−20.0% | Reduced |
| Westpac Banking Corp | 2,943 | $1.53M | 0.10% | +161+5.8% | Added |
| Pinnacle Financial Partners Inc | 2,945 | $1.53M | 0.03% | +47+1.6% | Added |
| Ronald Blue Trust, Inc. | 2,836 | $1.54M | 0.02% | +765+36.9% | Added |
| Brevan Howard Capital Management LP | 2,980 | $1.55M | 0.07% | −7,485−71.5% | Reduced |
| APG Asset Management US Inc. | 3,040 | $1.55M | 0.01% | −38,368−92.7% | Reduced |
| TD Private Client Wealth LLC | 2,994 | $1.56M | 0.04% | +129+4.5% | Added |
| Foresight Global Investors, Inc. | 2,995 | $1.56M | 0.84% | +350+13.2% | Added |
| Wedbush Securities Inc | 2,996 | $1.56M | 0.06% | −835−21.8% | Reduced |
| Institute for Wealth Management, LLC. | 2,996 | $1.56M | 0.20% | −33−1.1% | Reduced |
| Rehmann Capital Advisory Group | 2,997 | $1.57M | 0.10% | +317+11.8% | Added |
| Pensionfund Sabic | 3,050 | $1.59M | 0.50% | −500−14.1% | Reduced |
| Capstone Investment Advisors, LLC | 3,073 | $1.60M | 0.03% | +583+23.4% | Added |
| Insight Wealth Strategies, LLC | 3,083 | $1.60M | 0.21% | +62+2.1% | Added |
| GAMMA Investing LLC | 3,098 | $1.61M | 0.16% | +502+19.3% | Added |
| Nomura Holdings Inc | 3,101 | $1.61M | 0.01% | −2,993−49.1% | Reduced |
| Wealth Architects, LLC | 3,124 | $1.62M | 0.18% | +7+0.2% | Added |
| Verdad Advisers, LP | 3,134 | $1.63M | 2.18% | +119+3.9% | Added |
| Knollwood Investment Advisory, LLC | 3,164 | $1.65M | 0.18% | −643−16.9% | Reduced |
| Lake Street Advisors Group, LLC | 3,172 | $1.65M | 0.08% | −24−0.8% | Reduced |
| Sentry LLC | 3,209 | $1.67M | 0.32% | +30+0.9% | Added |
| Merit Financial Group, LLC | 3,226 | $1.68M | 0.04% | −318−9.0% | Reduced |
| Fidelis Capital Partners, LLC | 4,051 | $1.68M | 0.20% | +499+14.0% | Added |
| Ritholtz Wealth Management | 3,277 | $1.70M | 0.05% | −1,192−26.7% | Reduced |
| Warren Averett Asset Management, LLC | 3,277 | $1.70M | 0.03% | +133+4.2% | Added |
| Haverford Trust Co | 3,290 | $1.71M | 0.02% | +13+0.4% | Added |
| Souders Financial Advisors | 3,293 | $1.71M | 0.24% | −10.0% | Reduced |
| SpiderRock Advisors, LLC | 3,297 | $1.71M | 0.04% | +668+25.4% | Added |
| Freedom Day Solutions, LLC | 3,335 | $1.73M | 0.54% | +43+1.3% | Added |
| Belpointe Asset Management LLC | 3,347 | $1.74M | 0.10% | −444−11.7% | Reduced |
| ISAM Funds (UK) Ltd | 3,352 | $1.74M | 0.99% | +2,119+171.9% | Added |
| Brighton Jones LLC | 3,352 | $1.74M | 0.07% | −643−16.1% | Reduced |
| GTS Securities LLC | 3,397 | $1.77M | 0.04% | +2,194+182.4% | Added |
| Archford Capital Strategies, LLC | 3,472 | $1.77M | 0.27% | +117+3.5% | Added |
| Apollon Wealth Management, LLC | 3,474 | $1.81M | 0.05% | −311−8.2% | Reduced |
| Kornitzer Capital Management Inc | 3,495 | $1.82M | 0.03% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 3,532 | $1.84M | 1.59% | +163+4.8% | Added |
| Dorsey & Whitney Trust CO LLC | 3,535 | $1.84M | 0.10% | +149+4.4% | Added |
| National Asset Management, Inc. | 3,571 | $1.84M | 0.05% | −411−10.3% | Reduced |
| Summit Trail Advisors, LLC | 3,545 | $1.84M | 0.05% | +469+15.2% | Added |
| Cohen Klingenstein LLC | 3,600 | $1.87M | 0.07% | 00.0% | Unchanged |
| Syon Capital LLC | 3,649 | $1.90M | 0.17% | +13+0.4% | Added |
| Qtron Investments LLC | 3,694 | $1.92M | 0.26% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 3,695 | $1.92M | 0.54% | +47+1.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,715 | $1.93M | 0.40% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 3,731 | $1.94M | 0.90% | +415+12.5% | Added |
| Oak Thistle LLC | 3,744 | $1.95M | 0.63% | +3,744 | New |
| Chesley Taft & Associates LLC | 3,749 | $1.95M | 0.09% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,756 | $1.95M | 0.02% | +114+3.1% | Added |
| Frank, Rimerman Advisors LLC | 3,794 | $1.97M | 0.14% | −125−3.2% | Reduced |
| FRG Family Wealth Advisors LLC | 3,810 | $1.98M | 0.35% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,812 | $1.98M | 0.05% | +1,364+55.7% | Added |
| Parallel Advisors, LLC | 3,814 | $1.98M | 0.05% | −106−2.7% | Reduced |
| Alps Advisors Inc | 3,815 | $1.98M | 0.01% | −4,257−52.7% | Reduced |
| Peoples Bank | 3,824 | $1.99M | 1.33% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,842 | $2.00M | 0.08% | +309+8.7% | Added |
| Lecap Asset Management Ltd | 3,862 | $2.01M | 0.43% | +3,862 | New |
| Smith, Moore & Co. | 3,933 | $2.05M | 0.20% | 00.0% | Unchanged |