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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
Retirement Planning Group0$00.00%−371−100.0%Sold out
Fidelity D & D Bancorp Inc0$00.00%−371−100.0%Sold out
Clark Financial Services Group Inc0$00.00%−371−100.0%Sold out
Rational Advisors LLC0$00.00%−331−100.0%Sold out
Caption Management, LLC0$00.00%−300−100.0%Sold out
Scarborough Advisors, LLC0$00.00%−300−100.0%Sold out
Great Lakes Retirement, Inc.0$00.00%−293−100.0%Sold out
Ashton Thomas Private Wealth, LLC0$00.00%−263−100.0%Sold out
Central Bank & Trust Co0$00.00%−168−100.0%Sold out
Itau Unibanco Holding S.A.0$00.00%−114−100.0%Sold out
Orion Capital Management LLC0$00.00%−105−100.0%Sold out
RFP Financial Group LLC0$00.00%−90−100.0%Sold out
Tyler-Stone Wealth Management0$00.00%−88−100.0%Sold out
Register Financial Advisors LLC0$00.00%−61−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−52−100.0%Sold out
Gradient Investments LLC0$00.00%−40−100.0%Sold out
Armstrong Advisory Group, Inc0$00.00%−33−100.0%Sold out
PFS Partners, LLC0$00.00%−25−100.0%Sold out
Fairway Wealth LLC0$00.00%−23−100.0%Sold out
Triad Wealth Partners, LLC0$00.00%−12−100.0%Sold out
Planning Capital Management Corp0$00.00%−11−100.0%Sold out
EnRich Financial Partners LLC0$00.00%−9−100.0%Sold out
Financial Connections Group, Inc.0$00.00%−9−100.0%Sold out
Laffer Tengler Investments0$00.00%−7−100.0%Sold out
Cypress Capital, LLC0$00.00%−5−100.0%Sold out
Ruedi Wealth Management, Inc.0$00.00%−4−100.0%Sold out
Lynx Investment Advisory0$00.00%−3−100.0%Sold out
PEAK6 Investments LLC0$00.00%−2−100.0%Sold out
Castleview Partners, LLC0$00.00%−2−100.0%Sold out
VisionPoint Advisory Group, LLC0$00.00%−2−100.0%Sold out
Redwood Wealth Management Group, LLC0$00.00%−2−100.0%Sold out
Abich Financial Wealth Management LLC0$00.00%−2−100.0%Sold out
BlackRock Inc.––––Not filed
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)––––Not filed
Benjamin F. Edwards & Company, Inc.––––Not filed
Hyman Charles D––––Not filed
Institutional & Family Asset Management, LLC––––Not filed
Clear Rock Advisors, LLC––––Not filed
Buckingham Strategic Wealth, LLC––––Not filed
Taylor Hoffman Wealth Management––––Not filed
Arden Trust Co––––Not filed
Heritage Trust Co––––Not filed
Bank Pictet & Cie (Asia) Ltd––––Not filed
JJJ Advisors Inc.––––Not filed
Girard Partners Ltd.––––Not filed
Private Ocean, LLC––––Not filed
Emfo, LLC––––Not filed
Ofi Invest Asset Management––––Not filed
Spotlight Asset Group, Inc.––––Not filed
Sofos Investments, Inc.––––Not filed