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 |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 250 | $130.0K | 0.03% | 00.0% | Unchanged |
| West Oak Capital, LLC | 250 | $130.0K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 257 | $133.6K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 259 | $134.5K | 0.05% | −196−43.1% | Reduced |
| MCF Advisors LLC | 260 | $135.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 269 | $139.9K | 0.01% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 275 | $143.0K | 0.06% | +275 | New |
| Cohen & Steers, Inc. | 284 | $148.0K | 0.00% | −108−27.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 288 | $149.8K | 0.04% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 289 | $150.3K | 0.04% | −51−15.0% | Reduced |
| Livelsberger Financial Advisory | 297 | $154.5K | 3.24% | +297 | New |
| JFS Wealth Advisors, LLC | 298 | $155.0K | 0.01% | +2+0.7% | Added |
| SYSTM Wealth Solutions LLC | 299 | $155.5K | 4.72% | −13,381−97.8% | Reduced |
| Belmont Capital, LLC | 300 | $156.0K | 0.03% | 00.0% | Unchanged |
| Mechanics Financial Corp | 300 | $156.0K | 0.07% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 304 | $158.0K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 313 | $162.8K | 0.15% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 315 | $163.8K | 0.13% | +3+1.0% | Added |
| Stuart Chaussee & Associates, Inc. | 317 | $164.8K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 333 | $173.3K | 0.01% | +20+6.4% | Added |
| Oakworth Capital, Inc. | 338 | $175.8K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 348 | $181.0K | 0.02% | −31−8.2% | Reduced |
| Atticus Wealth Management, LLC | 349 | $181.7K | 0.06% | 00.0% | Unchanged |
| Avalon Trust Co | 350 | $182.0K | 0.01% | −50−12.5% | Reduced |
| Mather Group, LLC. | 368 | $191.1K | 0.00% | −32−8.0% | Reduced |
| Kozak & Associates, Inc. | 385 | $191.4K | 0.05% | +51+15.3% | Added |
| Delta Asset Management LLC | 370 | $192.4K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 374 | $194.7K | 0.04% | +50+15.4% | Added |
| Center for Financial Planning, Inc. | 375 | $195.0K | 0.03% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 380 | $197.6K | 0.04% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 385 | $200.2K | 0.02% | −35−8.3% | Reduced |
| LexAurum Advisors, LLC | 385 | $200.2K | 0.04% | −2−0.5% | Reduced |
| Brophy Wealth Management, LLC | 385 | $200.2K | 0.07% | +385 | New |
| Smithfield Trust Co | 383 | $201.0K | 0.01% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 391 | $203.4K | 0.02% | +391 | New |
| Wellington Wealth Strategies, LLC. | 502 | $203.7K | 0.15% | +502 | New |
| German American Bancorp, Inc. | 392 | $203.8K | 0.02% | −10−2.5% | Reduced |
| Symmetry Partners, LLC | 393 | $204.4K | 0.05% | −2,689−87.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 393 | $204.4K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 393 | $204.4K | 0.05% | +393 | New |
| Advus Financial Partners, LLC | 393 | $204.4K | 0.06% | −60−13.2% | Reduced |
| Bay Rivers Group | 395 | $205.4K | 0.10% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 395 | $205.4K | 0.02% | −1−0.3% | Reduced |
| Reston Wealth Management LLC | 397 | $206.3K | 0.07% | −4−1.0% | Reduced |
| Spinnaker Trust | 397 | $206.4K | 0.01% | −40−9.2% | Reduced |
| Fountainhead AM, LLC | 399 | $207.3K | 0.04% | −33−7.6% | Reduced |
| Smith Anglin Financial, LLC | 399 | $207.4K | 0.02% | 00.0% | Unchanged |
| Sentinus, LLC | 399 | $207.5K | 0.08% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 400 | $208.0K | 0.05% | −200−33.3% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 400 | $208.0K | 0.13% | −50−11.1% | Reduced |
| Security Financial Services, INC. | 400 | $208.0K | 0.04% | −16−3.8% | Reduced |
| Hamilton Capital, LLC | 514 | $208.6K | 0.02% | +97+23.3% | Added |
| Werba Rubin Papier Wealth Management | 402 | $209.0K | 0.05% | −14−3.4% | Reduced |
| Legacy Edge Advisors, LLC | 402 | $209.0K | 0.03% | −2−0.5% | Reduced |
| Old Port Advisors | 405 | $210.6K | 0.06% | −5−1.2% | Reduced |
| Ariston Services Group | 406 | $211.1K | 0.18% | 00.0% | Unchanged |
| Tobam | 407 | $212.0K | 0.04% | −72−15.0% | Reduced |
| Carson Advisory Inc. | 408 | $212.2K | 0.13% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 414 | $215.3K | 0.02% | +1+0.2% | Added |
| Prairiewood Capital, LLC | 415 | $215.8K | 0.09% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 416 | $216.3K | 0.07% | +5+1.2% | Added |
| Commonwealth Retirement Investments LLC | 417 | $216.8K | 0.09% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 419 | $217.9K | 0.15% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 420 | $218.4K | 0.02% | −95−18.4% | Reduced |
| Guyasuta Investment Advisors Inc | 420 | $218.4K | 0.01% | +420 | New |
| Chicago Partners Investment Group LLC | 529 | $219.6K | 0.01% | +19+3.7% | Added |
| Fort, L.P. | 425 | $221.0K | 0.56% | −23−5.1% | Reduced |
| Park National Corp | 425 | $221.0K | 0.01% | −10−2.3% | Reduced |
| Archer Investment Corp | 428 | $222.5K | 0.06% | 00.0% | Unchanged |
| Nwam LLC | 428 | $222.6K | 0.01% | −3−0.7% | Reduced |
| Forum Private Client Group LLC | 432 | $224.6K | 0.10% | −2−0.5% | Reduced |
| Capital Asset Advisory Services LLC | 459 | $224.9K | 0.01% | −5−1.1% | Reduced |
| Valley National Advisers Inc | 436 | $225.0K | 0.04% | −354−44.8% | Reduced |
| Grimes & Company, Inc. | 433 | $225.0K | 0.01% | +11+2.6% | Added |
| Boston Financial Mangement LLC | 434 | $225.7K | 0.01% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 435 | $226.2K | 0.02% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 435 | $226.2K | 0.12% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 438 | $228.0K | 0.07% | +438 | New |
| Woodstock Corp | 440 | $228.8K | 0.02% | −16−3.5% | Reduced |
| Marks Group Wealth Management, Inc | 441 | $229.3K | 0.02% | −1−0.2% | Reduced |
| Fairhaven Wealth Management, LLC | 441 | $229.3K | 0.07% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 442 | $229.8K | 0.03% | 00.0% | Unchanged |
| Weil Company, Inc. | 442 | $229.8K | 0.08% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 442 | $229.8K | 0.02% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 442 | $229.8K | 0.07% | 00.0% | Unchanged |
| Univest Financial Corp | 443 | $230.4K | 0.02% | +443 | New |
| ICONIQ Capital, LLC | 444 | $230.9K | 0.00% | +444 | New |
| Aurora Private Wealth, Inc. | 445 | $231.0K | 0.18% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 448 | $233.0K | 0.12% | +17+3.9% | Added |
| Optas, LLC | 450 | $234.0K | 0.05% | +43+10.6% | Added |
| Tudor Financial Inc. | 451 | $234.5K | 0.14% | +451 | New |
| Essex Savings Bank | 454 | $236.1K | 0.06% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 454 | $236.1K | 0.02% | +454 | New |
| Driehaus Capital Management LLC | 455 | $236.6K | 0.00% | +455 | New |
| Stonegate Investment Group, LLC | 456 | $237.1K | 0.01% | +456 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 566 | $237.2K | 0.00% | +1+0.2% | Added |
| Monument Capital Management | 458 | $238.2K | 0.07% | −66−12.6% | Reduced |
| Invesco, LLC | 459 | $238.7K | 0.10% | 00.0% | Unchanged |
| WMS Partners, LLC | 460 | $239.3K | 0.01% | −252−35.4% | Reduced |
| Aviso Wealth Management | 462 | $240.3K | 0.13% | −104−18.4% | Reduced |