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 |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLC | 614 | $319.4K | 0.02% | +1+0.2% | Added |
| Atomi Financial Group, Inc. | 615 | $319.9K | 0.02% | +25+4.2% | Added |
| Pine Valley Investments Ltd Liability Co | 617 | $320.9K | 0.02% | +17+2.8% | Added |
| King Luther Capital Management Corp | 618 | $321.4K | 0.00% | −4−0.6% | Reduced |
| Fiduciary Alliance LLC | 618 | $321.4K | 0.04% | +5+0.8% | Added |
| Quotient Wealth Partners, LLC | 621 | $322.9K | 0.01% | −14−2.2% | Reduced |
| Sawgrass Asset Management LLC | 622 | $323.4K | 0.03% | −1−0.2% | Reduced |
| Waterloo Capital, L.P. | 623 | $324.1K | 0.04% | +5+0.8% | Added |
| Larson Financial Group LLC | 624 | $324.2K | 0.02% | +121+24.1% | Added |
| Washington Capital Management Inc | 625 | $325.0K | 0.25% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 625 | $325.1K | 0.02% | +63+11.2% | Added |
| Addison Capital Co | 628 | $326.4K | 0.13% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 628 | $326.6K | 0.23% | −225−26.4% | Reduced |
| Catalytic Wealth RIA, LLC | 628 | $326.6K | 0.06% | +53+9.2% | Added |
| Bridgefront Capital, LLC | 632 | $328.6K | 0.13% | +632 | New |
| FORA Capital, LLC | 634 | $329.7K | 0.04% | −3,114−83.1% | Reduced |
| Ridgecrest Wealth Partners, LLC | 640 | $332.8K | 0.17% | 00.0% | Unchanged |
| Marotta Asset Management | 640 | $332.8K | 0.07% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 643 | $334.4K | 0.03% | −38−5.6% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 643 | $334.4K | 0.24% | +30+4.9% | Added |
| DT Investment Partners, LLC | 644 | $334.9K | 0.03% | +30+4.9% | Added |
| Family Firm, Inc. | 644 | $334.9K | 0.07% | +1+0.2% | Added |
| Godshalk Welsh Capital Management, Inc. | 650 | $338.0K | 0.21% | 00.0% | Unchanged |
| Family Wealth Group, LLC | 651 | $338.8K | 0.29% | +52+8.7% | Added |
| Venture Visionary Partners LLC | 653 | $339.5K | 0.01% | −12−1.8% | Reduced |
| Indiana Trust & Investment Management CO | 653 | $339.6K | 0.12% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 653 | $339.6K | 0.00% | +53+8.8% | Added |
| Kolinsky Wealth Management, LLC | 655 | $340.6K | 0.22% | −22−3.2% | Reduced |
| AA Financial Advisors, LLC | 655 | $340.6K | 0.10% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 658 | $342.4K | 0.01% | +79+13.6% | Added |
| Dean Investment Associates, LLC | 661 | $343.7K | 0.05% | +21+3.3% | Added |
| Alera Investment Advisors, LLC | 661 | $343.7K | 0.04% | +104+18.7% | Added |
| Forte Capital LLC | 663 | $344.8K | 0.04% | +209+46.0% | Added |
| E Fund Management Co., Ltd. | 665 | $345.8K | 0.02% | −13−1.9% | Reduced |
| AdvisorNet Financial, Inc | 666 | $346.3K | 0.03% | +143+27.3% | Added |
| Court Place Advisors, LLC | 667 | $346.8K | 0.10% | 00.0% | Unchanged |
| Seven Mile Advisory | 670 | $348.4K | 0.23% | +30+4.7% | Added |
| Guardian Wealth Advisors, LLC | 671 | $348.9K | 0.04% | −20−2.9% | Reduced |
| Roberts Glore & Co Inc | 672 | $349.4K | 0.10% | −11−1.6% | Reduced |
| Camden Capital, LLC | 672 | $349.5K | 0.04% | −31−4.4% | Reduced |
| Canal Capital Management, LLC | 673 | $350.0K | 0.06% | +57+9.3% | Added |
| Brandywine Oak Private Wealth LLC | 678 | $352.6K | 0.03% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 678 | $352.8K | 0.10% | −9−1.3% | Reduced |
| Cypress Wealth Services, LLC | 679 | $353.3K | 0.07% | +23+3.5% | Added |
| Goelzer Investment Management, Inc. | 682 | $354.6K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 682 | $354.6K | 0.01% | −62−8.3% | Reduced |
| Aldebaran Financial Inc. | 683 | $355.0K | 0.42% | +1+0.1% | Added |
| Personal Cfo Solutions, LLC | 686 | $356.5K | 0.05% | +16+2.4% | Added |
| Simon Quick Advisors, LLC | 688 | $357.6K | 0.02% | −59−7.9% | Reduced |
| SJS Investment Consulting Inc. | 690 | $358.8K | 0.06% | −1−0.1% | Reduced |
| Maven Securities LTD | 694 | $360.9K | 0.04% | +694 | New |
| Sierra Capital LLC | 695 | $361.0K | 0.04% | 00.0% | Unchanged |
| RVW Wealth, LLC | 695 | $361.4K | 0.03% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 699 | $363.5K | 0.21% | +12+1.7% | Added |
| Capital Management Corp | 700 | $364.0K | 0.06% | −60−7.9% | Reduced |
| Meyer Handelman Co | 700 | $364.0K | 0.01% | 00.0% | Unchanged |
| Sandler Capital Management | 700 | $364.0K | 0.07% | 00.0% | Unchanged |
| AXS Investments LLC | 700 | $364.0K | 0.10% | +11+1.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 709 | $368.7K | 0.00% | +4+0.6% | Added |
| City Holding Co | 715 | $371.8K | 0.05% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 834 | $371.9K | 0.07% | +152+22.3% | Added |
| Lakeridge Wealth Management LLC | 716 | $372.2K | 0.20% | −1−0.1% | Reduced |
| Evercore Wealth Management, LLC | 716 | $372.3K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 720 | $374.4K | 0.24% | +47+7.0% | Added |
| Resonant Capital Advisors, LLC | 721 | $374.9K | 0.03% | +220+43.9% | Added |
| Montag A & Associates Inc | 722 | $375.2K | 0.02% | −23−3.1% | Reduced |
| Harbour Trust & Investment Management Co | 729 | $379.1K | 0.04% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 730 | $379.6K | 0.13% | 00.0% | Unchanged |
| HM Payson & Co | 730 | $379.6K | 0.01% | +101+16.1% | Added |
| Insight Folios Inc | 730 | $379.6K | 0.14% | +45+6.6% | Added |
| Summit X, LLC | 704 | $381.1K | 0.09% | −240−25.4% | Reduced |
| Bigelow Investment Advisors, LLC | 733 | $381.2K | 0.17% | +20+2.8% | Added |
| MGB Wealth Management, LLC | 736 | $382.7K | 0.14% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 738 | $383.8K | 0.01% | −1,219−62.3% | Reduced |
| LongView Wealth Management | 739 | $384.3K | 0.12% | −67−8.3% | Reduced |
| Savvy Advisors, Inc. | 741 | $385.1K | 0.08% | +741 | New |
| Great Diamond Partners, LLC | 741 | $385.3K | 0.10% | −496−40.1% | Reduced |
| Arlington Trust Co LLC | 742 | $385.8K | 0.08% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 743 | $386.3K | 0.07% | −38−4.9% | Reduced |
| Heartland Bank & Trust Co | 743 | $386.4K | 0.21% | −16−2.1% | Reduced |
| American Trust | 743 | $386.4K | 0.03% | −15−2.0% | Reduced |
| Platform Technology Partners | 743 | $386.4K | 0.12% | −5−0.7% | Reduced |
| Patron Partners Advisors, LLC | 743 | $386.5K | 0.21% | −10−1.3% | Reduced |
| Key Financial Inc | 744 | $386.9K | 0.09% | −1−0.1% | Reduced |
| First Bank & Trust | 746 | $387.9K | 0.07% | +41+5.8% | Added |
| Manchester Capital Management LLC | 753 | $391.6K | 0.05% | −149−16.5% | Reduced |
| Providence First Trust Co | 753 | $391.6K | 0.17% | +753 | New |
| Atlantic Trust, LLC | 754 | $392.1K | 0.09% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 754 | $392.1K | 0.16% | +6+0.8% | Added |
| HBK Sorce Advisory LLC | 755 | $392.6K | 0.01% | +21+2.9% | Added |
| Arete Wealth Advisors, LLC | 757 | $393.0K | 0.03% | −557−42.4% | Reduced |
| Fort Point Capital Partners LLC | 759 | $394.7K | 0.05% | −13−1.7% | Reduced |
| Florida Financial Advisors, LLC | 761 | $395.7K | 0.20% | +173+29.4% | Added |
| Banco BTG Pactual S.A. | 764 | $397.3K | 0.10% | −1,894−71.3% | Reduced |
| ASB Consultores, LLC | 765 | $397.8K | 0.16% | +208+37.3% | Added |
| Nations Financial Group Inc, | 765 | $397.9K | 0.03% | +3+0.4% | Added |
| Cynosure Management, LLC | 767 | $398.8K | 0.06% | +49+6.8% | Added |
| Rothschild Investment LLC | 768 | $399.4K | 0.03% | −53−6.5% | Reduced |
| Transcend Wealth Collective, LLC | 768 | $399.5K | 0.03% | +26+3.5% | Added |
| Michael S. Ryan, Inc. | 770 | $400.4K | 0.28% | 00.0% | Unchanged |