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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 3,778 | $2.05M | 0.04% | 00.0% | Unchanged |
| AE Wealth Management LLC | 3,956 | $2.06M | 0.02% | −1,249−24.0% | Reduced |
| Granite Harbor Advisors, Inc. | 3,971 | $2.06M | 1.20% | +48+1.2% | Added |
| Valeo Financial Advisors, LLC | 3,973 | $2.07M | 0.06% | −717−15.3% | Reduced |
| Zurich Insurance Group Ltd | 4,000 | $2.08M | 0.02% | 00.0% | Unchanged |
| Ally Financial Inc. | 4,000 | $2.08M | 0.25% | +2,000+100.0% | Added |
| Alpha DNA Investment Management LLC | 4,010 | $2.09M | 1.14% | +232+6.1% | Added |
| Mount Yale Investment Advisors, LLC | 4,010 | $2.09M | 0.20% | +35+0.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,012 | $2.09M | 0.28% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 4,020 | $2.09M | 0.53% | −160−3.8% | Reduced |
| DB Fitzpatrick & Co, Inc | 4,035 | $2.10M | 1.84% | +305+8.2% | Added |
| Meeder Advisory Services, Inc. | 4,037 | $2.10M | 0.14% | −11−0.3% | Reduced |
| Great Valley Advisor Group, Inc. | 4,039 | $2.10M | 0.05% | −67−1.6% | Reduced |
| AMG National Trust Bank | 4,059 | $2.11M | 0.06% | −10.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,064 | $2.11M | 0.81% | +99+2.5% | Added |
| Vista Investment Management | 4,082 | $2.12M | 0.80% | +3+0.1% | Added |
| Lederer & Associates Investment Counsel | 4,088 | $2.13M | 1.50% | −10−0.2% | Reduced |
| Horizon Investment Services, LLC | 4,097 | $2.13M | 0.91% | −316−7.2% | Reduced |
| Coldstream Capital Management Inc | 4,186 | $2.13M | 0.05% | +490+13.3% | Added |
| Tufton Capital Management | 4,124 | $2.14M | 0.40% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 5,111 | $2.15M | 0.15% | −232−4.3% | Reduced |
| Alpine Woods Capital Investors, LLC | 5,082 | $2.16M | 0.38% | −10−0.2% | Reduced |
| Los Angeles Capital Management LLC | 4,161 | $2.16M | 0.01% | −86,628−95.4% | Reduced |
| Two Sigma Securities, LLC | 4,176 | $2.17M | 0.17% | +1,291+44.7% | Added |
| Global Retirement Partners, LLC | 4,189 | $2.18M | 0.07% | +338+8.8% | Added |
| Hofer & Associates. Inc | 4,245 | $2.21M | 1.52% | −84−1.9% | Reduced |
| Barden Capital Management, Inc. | 4,251 | $2.21M | 1.94% | +98+2.4% | Added |
| Sapient Capital LLC | 4,252 | $2.21M | 0.04% | −132−3.0% | Reduced |
| Walleye Capital LLC | 4,270 | $2.22M | 0.02% | +4,060+1,933.3% | Added |
| Parallax Volatility Advisers, L.P. | 4,284 | $2.23M | 0.06% | +579+15.6% | Added |
| Allen Investment Management LLC | 4,310 | $2.24M | 0.03% | −911−17.4% | Reduced |
| Carrera Capital Advisors | 4,316 | $2.24M | 0.55% | +528+13.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,319 | $2.25M | 0.09% | +9+0.2% | Added |
| Maia Wealth LLC | 5,385 | $2.26M | 0.56% | +1,079+25.1% | Added |
| Sabal Trust CO | 4,367 | $2.27M | 0.12% | +4+0.1% | Added |
| Regions Financial Corp | 4,378 | $2.28M | 0.02% | −116−2.6% | Reduced |
| Drucker Wealth 3.0, LLC | 4,384 | $2.28M | 0.55% | +139+3.3% | Added |
| Paralel Advisors LLC | 4,403 | $2.29M | 0.10% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,454 | $2.32M | 0.04% | −165−3.6% | Reduced |
| Heritage Wealth Advisors | 4,473 | $2.33M | 0.11% | +10.0% | Added |
| IMA Wealth, Inc. | 4,497 | $2.34M | 0.51% | −175−3.7% | Reduced |
| Csenge Advisory Group | 4,660 | $2.34M | 0.12% | +592+14.6% | Added |
| Bragg Financial Advisors, Inc | 4,518 | $2.35M | 0.10% | −48−1.1% | Reduced |
| Pettyjohn, Wood & White, Inc | 4,547 | $2.36M | 0.44% | −51−1.1% | Reduced |
| Atlas Capital Advisors LLC | 4,555 | $2.37M | 0.36% | +308+7.3% | Added |
| Bryn Mawr Trust Co | 4,571 | $2.38M | 0.04% | +4,571 | New |
| Bartlett & Co. Wealth Management LLC | 4,584 | $2.38M | 0.03% | +60+1.3% | Added |
| Stonebridge Capital Advisors LLC | 4,621 | $2.40M | 0.20% | −61−1.3% | Reduced |
| Gluskin Sheff & Assoc Inc | 4,629 | $2.41M | 0.28% | −398−7.9% | Reduced |
| Lido Advisors, LLC | 4,669 | $2.43M | 0.02% | +515+12.4% | Added |
| Avitas Wealth Management LLC | 4,674 | $2.43M | 0.34% | +67+1.5% | Added |
| Cetera Trust Company, N.A | 4,686 | $2.44M | 1.49% | −120−2.5% | Reduced |
| Lakeview Capital Partners, LLC | 4,785 | $2.49M | 0.40% | −202−4.1% | Reduced |
| Moody National Bank Trust Division | 4,795 | $2.49M | 0.27% | +631+15.2% | Added |
| Headlands Technologies LLC | 4,809 | $2.50M | 0.29% | +1,065+28.4% | Added |
| Old National Bancorp | 4,813 | $2.50M | 0.06% | +74+1.6% | Added |
| Scholtz & Company, LLC | 4,827 | $2.51M | 1.18% | +30+0.6% | Added |
| Malaga Cove Capital, LLC | 4,831 | $2.51M | 1.01% | +28+0.6% | Added |
| Bangor Savings Bank | 4,832 | $2.51M | 0.24% | −184−3.7% | Reduced |
| Oak Associates, Ltd | 4,833 | $2.51M | 0.17% | 00.0% | Unchanged |
| Intrust Bank NA | 4,838 | $2.52M | 0.25% | −3−0.1% | Reduced |
| Legato Capital Management LLC | 4,854 | $2.52M | 0.31% | +1,132+30.4% | Added |
| Harfst & Associates, Inc. | 4,894 | $2.54M | 0.57% | +341+7.5% | Added |
| Strategic Wealth Partners, Ltd. | 4,900 | $2.55M | 0.24% | −1,924−28.2% | Reduced |
| Delta Capital Management LLC | 4,920 | $2.56M | 1.47% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 4,923 | $2.56M | 0.01% | +4,044+460.1% | Added |
| Narwhal Capital Management | 4,925 | $2.56M | 0.23% | −3,253−39.8% | Reduced |
| Accurate Wealth Management, LLC | 5,350 | $2.59M | 0.52% | −301−5.3% | Reduced |
| Eisler Capital (UK) Ltd. | 5,030 | $2.62M | 0.62% | +1,155+29.8% | Added |
| Community Bank, N.A. | 5,035 | $2.62M | 0.33% | −10−0.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,081 | $2.64M | 0.28% | +5,081 | New |
| Ilmarinen Mutual Pension Insurance Co | 5,100 | $2.65M | 0.03% | 00.0% | Unchanged |
| Castellan Group, LLC | 5,169 | $2.69M | 1.13% | −246−4.5% | Reduced |
| Raymond James Trust N.A. | 5,180 | $2.69M | 0.06% | +195+3.9% | Added |
| Unique Wealth Strategies, LLC | 5,192 | $2.70M | 1.16% | −10−0.2% | Reduced |
| AIA Group Ltd | 5,204 | $2.71M | 0.07% | +642+14.1% | Added |
| Legacy Trust | 5,231 | $2.72M | 0.62% | +17+0.3% | Added |
| Group One Trading, L.P. | 5,234 | $2.72M | 0.11% | +5,234 | New |
| Harbert Fund Advisors, Inc. | 5,250 | $2.73M | 2.20% | −500−8.7% | Reduced |
| Keudell/Morrison Wealth Management | 5,295 | $2.75M | 0.75% | +14+0.3% | Added |
| Greenfield Savings Bank | 5,331 | $2.77M | 1.31% | −8−0.1% | Reduced |
| Evergreen Wealth Management, LLC | 5,353 | $2.78M | 1.67% | +1,418+36.0% | Added |
| Stock Yards Bank & Trust Co | 5,415 | $2.82M | 0.09% | −935−14.7% | Reduced |
| Virtu Financial LLC | 5,438 | $2.83M | 0.16% | +5,438 | New |
| Camden National Bank | 5,494 | $2.86M | 0.41% | −57−1.0% | Reduced |
| Oppenheimer & Co Inc | 5,499 | $2.86M | 0.04% | −68−1.2% | Reduced |
| Ossiam | 5,519 | $2.87M | 0.06% | −5,631−50.5% | Reduced |
| Atria Wealth Solutions, Inc. | 5,527 | $2.87M | 0.03% | +136+2.5% | Added |
| YHB Investment Advisors, Inc. | 5,670 | $2.95M | 0.24% | −415−6.8% | Reduced |
| RSM US Wealth Management LLC | 5,814 | $2.97M | 0.04% | +630+12.2% | Added |
| Fred Alger Management, LLC | 5,730 | $2.98M | 0.01% | −6,881−54.6% | Reduced |
| Perbak Capital Partners LLP | 5,744 | $2.99M | 2.10% | +1,635+39.8% | Added |
| CenterBook Partners LP | 5,758 | $2.99M | 0.18% | −2,071−26.5% | Reduced |
| D.A. Davidson & Co. | 5,798 | $3.02M | 0.02% | −122−2.1% | Reduced |
| Bleakley Financial Group, LLC | 5,817 | $3.02M | 0.09% | −18,556−76.1% | Reduced |
| Flputnam Investment Management Co | 5,826 | $3.03M | 0.05% | −255−4.2% | Reduced |
| LS Investment Advisors, LLC | 5,837 | $3.04M | 0.45% | +63+1.1% | Added |
| Johnson Investment Counsel Inc | 5,866 | $3.05M | 0.03% | −1,342−18.6% | Reduced |
| Hardy Reed LLC | 5,877 | $3.06M | 0.27% | +20.0% | Added |
| Semmax Financial Advisors Inc. | 7,441 | $3.07M | 0.84% | +388+5.5% | Added |