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 |
|---|---|---|---|---|---|
| Valued Wealth Advisors LLC | 42 | $21.9K | 0.01% | +2+5.0% | Added |
| Capital Performance Advisors LLP | 42 | $21.9K | 0.01% | +42 | New |
| Carmichael Hill & Associates, Inc. | 45 | $23.4K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 48 | $25.0K | 0.01% | +18+60.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 48 | $25.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 49 | $25.5K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $26.0K | 0.01% | −5−9.1% | Reduced |
| BFSG, LLC | 50 | $26.0K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 50 | $26.0K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 50 | $26.0K | 0.02% | 00.0% | Unchanged |
| Raelipskie Partnership | 50 | $26.0K | 0.01% | +50 | New |
| Raffa Wealth Management, LLC | 52 | $27.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 52 | $27.0K | 0.01% | +52 | New |
| NBT Bank N A | 53 | $27.6K | 0.00% | +53 | New |
| Boyd Watterson Asset Management LLC | 56 | $29.1K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 58 | $30.2K | 0.00% | −16−21.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 58 | $30.2K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 59 | $30.7K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 59 | $30.7K | 0.00% | +59 | New |
| Foster Dykema Cabot & Partners, LLC | 59 | $30.7K | 0.00% | +59 | New |
| TD Capital Management LLC | 60 | $31.0K | 0.00% | +1+1.7% | Added |
| Global Financial Private Client, LLC | 61 | $31.7K | 0.01% | +15+32.6% | Added |
| FinTrust Capital Advisors, LLC | 64 | $33.3K | 0.01% | +2+3.2% | Added |
| Acima Private Wealth, LLC | 66 | $34.3K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 66 | $34.3K | 0.01% | +23+53.5% | Added |
| Ogorek Anthony Joseph | 68 | $35.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 69 | $35.9K | 0.03% | −10−12.7% | Reduced |
| Wintrust Investments LLC | 69 | $36.0K | 0.03% | −519−88.3% | Reduced |
| Bank of New Hampshire | 70 | $36.4K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 71 | $37.0K | 0.02% | +26+57.8% | Added |
| Carolinas Wealth Consulting LLC | 73 | $37.9K | 0.01% | +2+2.8% | Added |
| Motco | 75 | $39.0K | 0.00% | −10−11.8% | Reduced |
| Farmers & Merchants Investments Inc | 75 | $39.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 75 | $39.0K | 0.01% | 00.0% | Unchanged |
| General Partner, Inc. | 75 | $39.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 76 | $40.0K | 0.00% | −58−43.3% | Reduced |
| CoreCap Advisors, LLC | 85 | $44.2K | 0.00% | +85 | New |
| Peterson Financial Group, Inc. | 85 | $44.3K | 0.17% | +85 | New |
| Godsey & Gibb Associates | 86 | $44.6K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 91 | $47.2K | 0.01% | +1+1.1% | Added |
| Abound Wealth Management | 93 | $48.2K | 0.02% | +7+8.1% | Added |
| Private Wealth Management Group, LLC | 94 | $48.9K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 95 | $49.4K | 0.01% | +30+46.2% | Added |
| Bogart Wealth, LLC | 97 | $50.4K | 0.00% | −2−2.0% | Reduced |
| Lowe Wealth Advisors, LLC | 97 | $50.4K | 0.02% | +97 | New |
| Pinnacle Bancorp, Inc. | 98 | $51.0K | 0.01% | +19+24.1% | Added |
| Arcadia Investment Management Corp | 100 | $52.0K | 0.01% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 100 | $52.0K | 0.01% | +100 | New |
| IAG Wealth Partners, LLC | 104 | $54.1K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 106 | $54.3K | 0.03% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 105 | $54.6K | 0.01% | +105 | New |
| Jackson, Grant Investment Advisers, Inc. | 109 | $56.7K | 0.02% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 109 | $56.7K | 0.00% | +109 | New |
| Tacita Capital Inc | 111 | $57.7K | 0.04% | +5+4.7% | Added |
| Core Alternative Capital | 115 | $59.8K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 119 | $61.9K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 121 | $62.9K | 0.09% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 123 | $64.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 125 | $65.0K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 125 | $65.1K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 126 | $65.5K | 0.06% | +4+3.3% | Added |
| Islay Capital Management, LLC | 127 | $66.0K | 0.04% | 00.0% | Unchanged |
| Operose Advisors LLC | 128 | $66.6K | 0.02% | +10+8.5% | Added |
| Western Pacific Wealth Management, LP | 142 | $73.8K | 0.05% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 142 | $73.8K | 0.01% | +142 | New |
| Oarsman Capital, Inc. | 144 | $74.9K | 0.01% | +144 | New |
| Optimum Investment Advisors | 150 | $78.0K | 0.03% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 150 | $78.0K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 151 | $78.5K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 152 | $79.0K | 0.01% | −2−1.3% | Reduced |
| Zions Bancorporation, N.A. | 159 | $82.7K | 0.01% | −34−17.6% | Reduced |
| McMahon Financial Advisors, LLC | 159 | $82.7K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 159 | $82.7K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 160 | $83.2K | 0.05% | 00.0% | Unchanged |
| Hemington Wealth Management | 208 | $84.0K | 0.02% | +208 | New |
| GW&K Investment Management, LLC | 164 | $85.0K | 0.00% | +7+4.5% | Added |
| Stephens Consulting, LLC | 164 | $85.3K | 0.02% | 00.0% | Unchanged |
| City State Bank | 165 | $85.8K | 0.03% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 167 | $86.8K | 0.05% | +167 | New |
| American National Bank | 170 | $88.4K | 0.01% | −173−50.4% | Reduced |
| Truvestments Capital LLC | 172 | $89.5K | 0.02% | +172 | New |
| AlphaMark Advisors, LLC | 175 | $91.0K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 176 | $92.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 177 | $92.0K | 0.00% | −122−40.8% | Reduced |
| Financial Network Wealth Advisors LLC | 178 | $92.6K | 0.08% | −5−2.7% | Reduced |
| First Command Advisory Services, Inc. | 184 | $95.7K | 0.00% | +4+2.2% | Added |
| Versant Capital Management, Inc | 184 | $95.7K | 0.02% | +34+22.7% | Added |
| Ashton Thomas Securities, LLC | 184 | $95.7K | 0.02% | +184 | New |
| Eagle Bay Advisors LLC | 189 | $98.4K | 0.04% | −2−1.0% | Reduced |
| Venturi Wealth Management, LLC | 190 | $98.8K | 0.01% | −86−31.2% | Reduced |
| Accent Capital Management, LLC | 200 | $104.0K | 0.06% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 201 | $104.5K | 0.00% | +2+1.0% | Added |
| Baldwin Brothers Inc | 206 | $107.1K | 0.01% | +206 | New |
| Coppell Advisory Solutions LLC | 208 | $109.0K | 0.02% | +55+35.9% | Added |
| Evolution Advisers, Inc. | 236 | $122.0K | 0.07% | 00.0% | Unchanged |
| Investors Research Corp | 235 | $122.2K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 243 | $126.0K | 0.02% | −6−2.4% | Reduced |
| Main Street Group, LTD | 242 | $126.1K | 0.05% | −38−13.6% | Reduced |
| West Paces Advisors Inc. | 243 | $126.4K | 0.03% | 00.0% | Unchanged |
| Northwest Financial Advisors | 245 | $127.4K | 0.10% | +245 | New |