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 |
|---|---|---|---|---|---|
| Wetzel Investment Advisors, Inc. | 463 | $240.8K | 0.12% | 00.0% | Unchanged |
| 1858 Wealth Management, LLC | 464 | $241.3K | 0.20% | −14−2.9% | Reduced |
| Prosperity Consulting Group, LLC | 465 | $241.8K | 0.02% | +465 | New |
| Koshinski Asset Management, Inc. | 468 | $243.3K | 0.02% | +8+1.7% | Added |
| Proficio Capital Partners LLC | 469 | $243.7K | 0.02% | −228−32.7% | Reduced |
| Canopy Partners, LLC | 473 | $246.0K | 0.11% | −55−10.4% | Reduced |
| FDx Advisors, Inc. | 474 | $246.0K | 0.07% | −37−7.2% | Reduced |
| Shulman DeMeo Asset Management LLC | 474 | $246.2K | 0.06% | +1+0.2% | Added |
| Harbour Capital Advisors, LLC | 500 | $246.8K | 0.06% | 00.0% | Unchanged |
| FMA Wealth Management, LLC | 475 | $247.0K | 0.18% | −25−5.0% | Reduced |
| Peachtree Investment Partners, LLC | 478 | $248.6K | 0.09% | +1+0.2% | Added |
| Norden Group LLC | 478 | $248.7K | 0.03% | −7−1.4% | Reduced |
| Sage Rhino Capital LLC | 482 | $250.6K | 0.06% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 484 | $251.7K | 0.00% | +45+10.3% | Added |
| Mill Creek Capital Advisors, LLC | 485 | $252.2K | 0.01% | −17−3.4% | Reduced |
| Orgel Wealth Management, LLC | 485 | $252.2K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 486 | $252.9K | 0.03% | +43+9.7% | Added |
| Plante Moran Financial Advisors, LLC | 487 | $253.2K | 0.02% | +383+368.3% | Added |
| Parkside Financial Bank & Trust | 490 | $254.8K | 0.04% | −10−2.0% | Reduced |
| Aspiriant, LLC | 492 | $255.8K | 0.01% | −187−27.5% | Reduced |
| Trust Co of Kansas | 492 | $256.0K | 0.12% | +492 | New |
| Washington Trust Co | 496 | $257.9K | 0.01% | −1−0.2% | Reduced |
| Osborne Partners Capital Management, LLC | 497 | $258.4K | 0.01% | 00.0% | Unchanged |
| BSW Wealth Partners | 499 | $259.4K | 0.04% | +499 | New |
| AlphaCore Capital LLC | 499 | $259.5K | 0.06% | −37−6.9% | Reduced |
| Phillips Financial Management, LLC | 499 | $259.5K | 0.02% | +2+0.4% | Added |
| Covestor Ltd | 501 | $261.0K | 0.16% | +22+4.6% | Added |
| Financial Engines Advisors L.L.C. | 503 | $261.6K | 0.00% | +9+1.8% | Added |
| Quarry LP | 503 | $261.6K | 0.08% | +369+275.4% | Added |
| Wallington Asset Management, LLC | 506 | $263.0K | 0.04% | +106+26.5% | Added |
| TCI Wealth Advisors, Inc. | 506 | $263.1K | 0.02% | +27+5.6% | Added |
| Formidable Asset Management, LLC | 508 | $264.1K | 0.04% | −13−2.5% | Reduced |
| Trail Ridge Investment Advisors, LLC | 636 | $264.3K | 0.13% | 00.0% | Unchanged |
| LVW Advisors, LLC | 509 | $264.7K | 0.03% | −303−37.3% | Reduced |
| Trust Investment Advisors | 509 | $264.7K | 0.17% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 511 | $265.7K | 0.02% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 511 | $265.9K | 0.07% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 513 | $266.8K | 0.00% | −8−1.5% | Reduced |
| NewEdge Wealth, LLC | 514 | $267.3K | 0.00% | +514 | New |
| Global Assets Advisory, LLC | 523 | $267.4K | 0.15% | +133+34.1% | Added |
| Traveka Wealth, LLC | 515 | $268.0K | 0.14% | +9+1.8% | Added |
| Marcum Wealth, LLC | 516 | $268.3K | 0.02% | −39−7.0% | Reduced |
| Relyea Zuckerberg Hanson LLC | 521 | $270.9K | 0.04% | −18−3.3% | Reduced |
| Kapitalo Investimentos Ltda | 523 | $272.0K | 0.07% | −38−6.8% | Reduced |
| Lebenthal Global Advisors, LLC | 525 | $273.0K | 0.06% | +22+4.4% | Added |
| Crestwood Advisors Group LLC | 527 | $273.9K | 0.01% | +527 | New |
| E&G Advisors, LP | 530 | $275.6K | 0.08% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 531 | $276.0K | 0.02% | 00.0% | Unchanged |
| Five Oceans Advisors | 531 | $276.1K | 0.13% | −71−11.8% | Reduced |
| Cable Hill Partners, LLC | 533 | $277.2K | 0.03% | +42+8.6% | Added |
| Kelly Financial Services LLC | 534 | $277.7K | 0.10% | +13+2.5% | Added |
| Renaissance Group LLC | 536 | $278.7K | 0.01% | 00.0% | Unchanged |
| Waterway Wealth Management, LLC | 538 | $279.9K | 0.12% | +83+18.2% | Added |
| MBB Public Markets I LLC | 540 | $280.8K | 0.02% | −16,046−96.7% | Reduced |
| TFB Advisors LLC | 540 | $280.8K | 0.08% | +103+23.6% | Added |
| Diligent Investors, LLC | 542 | $281.8K | 0.07% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 542 | $281.8K | 0.16% | +17+3.2% | Added |
| Annex Advisory Services, LLC | 546 | $283.9K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 700 | $284.9K | 0.04% | +103+17.3% | Added |
| Legacy Capital Group California, Inc. | 550 | $286.0K | 0.10% | −29−5.0% | Reduced |
| Alpha Family Trust | 550 | $286.0K | 0.16% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 551 | $286.7K | 0.03% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 552 | $286.9K | 0.04% | −25−4.3% | Reduced |
| Sivia Capital Partners, LLC | 552 | $287.1K | 0.17% | +6+1.1% | Added |
| Mesirow Financial Investment Management, Inc. | 555 | $288.9K | 0.01% | +62+12.6% | Added |
| LJI Wealth Management, LLC | 557 | $289.6K | 0.06% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 557 | $289.9K | 0.02% | +3+0.5% | Added |
| Strategic Blueprint, LLC | 560 | $291.3K | 0.02% | +18+3.3% | Added |
| Charter Trust Co | 562 | $292.2K | 0.02% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 558 | $292.4K | 0.01% | +558 | New |
| Colonial River Wealth Management, LLC | 563 | $292.8K | 0.15% | +98+21.1% | Added |
| Gladstone Institutional Advisory LLC | 564 | $293.0K | 0.01% | −43−7.1% | Reduced |
| Diversify Advisory Services, LLC | 701 | $294.4K | 0.02% | +41+6.2% | Added |
| Grove Bank & Trust | 567 | $294.8K | 0.04% | −104−15.5% | Reduced |
| Crew Capital Management, Ltd. | 567 | $294.8K | 0.24% | −5−0.9% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 568 | $295.4K | 0.01% | +2+0.4% | Added |
| SageView Advisory Group, LLC | 568 | $295.4K | 0.01% | −337−37.2% | Reduced |
| Caldwell Trust Co | 569 | $295.9K | 0.03% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 575 | $299.0K | 0.09% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 580 | $301.9K | 0.02% | −49−7.8% | Reduced |
| Apollon Financial, LLC | 583 | $303.3K | 0.09% | +38+7.0% | Added |
| CVA Family Office, LLC | 586 | $304.7K | 0.05% | −16−2.7% | Reduced |
| First National Bank | 593 | $308.4K | 0.21% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 595 | $309.6K | 0.01% | +595 | New |
| New England Capital Financial Advisors LLC | 596 | $310.1K | 0.16% | −9−1.5% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 600 | $312.0K | 0.05% | 00.0% | Unchanged |
| Alta Advisers Ltd | 600 | $312.0K | 0.14% | 00.0% | Unchanged |
| Owen LaRue, LLC | 600 | $312.0K | 0.17% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 601 | $312.5K | 0.01% | −6−1.0% | Reduced |
| Rockland Trust Co | 602 | $313.0K | 0.02% | +95+18.7% | Added |
| FSM Wealth Advisors, LLC | 605 | $314.5K | 0.08% | +37+6.5% | Added |
| Addison Advisors LLC | 606 | $315.1K | 0.09% | −69−10.2% | Reduced |
| Cassady Schiller Wealth Management, LLC | 607 | $315.6K | 0.12% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 607 | $315.7K | 0.09% | −18−2.9% | Reduced |
| Prestige Wealth Management Group LLC | 607 | $315.7K | 0.07% | +11+1.8% | Added |
| Onefund, LLC | 608 | $316.2K | 0.32% | −5−0.8% | Reduced |
| Custom Index Systems, LLC | 609 | $316.7K | 0.17% | −719−54.1% | Reduced |
| Signal Advisors Wealth, LLC | 611 | $317.8K | 0.05% | +611 | New |
| Virtue Capital Management, LLC | 613 | $318.8K | 0.06% | −14−2.2% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 614 | $319.3K | 0.03% | +10+1.7% | Added |