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 |
|---|---|---|---|---|---|
| MBM Wealth Consultants, LLC | 771 | $400.9K | 0.13% | +8+1.0% | Added |
| Van Hulzen Asset Management, LLC | 772 | $401.0K | 0.03% | +42+5.8% | Added |
| Pettinga Financial Advisors, LLC | 773 | $401.9K | 0.10% | +1+0.1% | Added |
| Ignite Planners, LLC | 774 | $402.5K | 0.09% | −151−16.3% | Reduced |
| Dover Advisors, LLC | 775 | $403.0K | 0.23% | −22−2.8% | Reduced |
| Capital International Sarl | 775 | $403.0K | 0.01% | +258+49.9% | Added |
| Altfest L J & Co Inc | 777 | $404.0K | 0.05% | −3−0.4% | Reduced |
| Mosley Wealth Management | 959 | $405.0K | 0.28% | +144+17.7% | Added |
| Wall Street Access Asset Management, LLC | 780 | $405.6K | 0.15% | 00.0% | Unchanged |
| Howard Bailey Securities, LLC | 783 | $407.2K | 0.15% | +783 | New |
| Beck Mack & Oliver LLC | 784 | $407.7K | 0.01% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 784 | $407.7K | 0.02% | −46−5.5% | Reduced |
| Waddell & Associates, LLC | 789 | $410.3K | 0.05% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 790 | $410.8K | 0.31% | 00.0% | Unchanged |
| Harbor Group, Inc. | 792 | $411.8K | 0.10% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 793 | $412.4K | 0.08% | −256−24.4% | Reduced |
| Fulton Breakefield Broenniman LLC | 796 | $413.9K | 0.03% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 800 | $416.1K | 0.08% | −4−0.5% | Reduced |
| Milestone Asset Management, LLC | 801 | $417.0K | 0.09% | +19+2.4% | Added |
| Angeles Wealth Management, LLC | 809 | $420.7K | 0.04% | +10+1.3% | Added |
| Atlas Wealth LLC | 810 | $421.2K | 0.18% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 811 | $421.7K | 0.04% | +1+0.1% | Added |
| First Affirmative Financial Network | 812 | $422.0K | 0.23% | −68−7.7% | Reduced |
| Nebula Research & Development LLC | 818 | $425.4K | 0.05% | −570−41.1% | Reduced |
| Geller Advisors LLC | 819 | $425.9K | 0.03% | +16+2.0% | Added |
| West Family Investments, Inc. | 824 | $428.5K | 0.15% | −9,964−92.4% | Reduced |
| Hilltop Partners LLC | 826 | $429.5K | 0.14% | −70−7.8% | Reduced |
| Aaron Wealth Advisors | 826 | $429.5K | 0.05% | +56+7.3% | Added |
| Callan Capital, LLC | 837 | $435.2K | 0.03% | −23−2.7% | Reduced |
| First National Trust Co | 837 | $435.2K | 0.02% | +100+13.6% | Added |
| Fisher Asset Management, LLC | 838 | $436.1K | 0.00% | +31+3.8% | Added |
| Capital Investment Advisors, LLC | 840 | $437.0K | 0.01% | −21−2.4% | Reduced |
| Wealthspire Advisors, LLC | 840 | $437.0K | 0.00% | +362+75.7% | Added |
| Abacus Planning Group, Inc. | 842 | $437.8K | 0.08% | +48+6.0% | Added |
| Park Place Capital Corp | 846 | $439.9K | 0.13% | −9−1.1% | Reduced |
| St Germain D J Co Inc | 846 | $439.9K | 0.02% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 848 | $441.0K | 0.08% | +83+10.8% | Added |
| Client 1st Advisory Group, LLC | 850 | $442.0K | 0.18% | −112−11.6% | Reduced |
| Consolidated Planning Corp | 853 | $443.6K | 0.07% | +853 | New |
| First Horizon Advisors, Inc. | 854 | $444.2K | 0.01% | +52+6.5% | Added |
| Jacobi Capital Management LLC | 855 | $444.6K | 0.03% | +189+28.4% | Added |
| Trust Point Inc. | 857 | $445.7K | 0.03% | +9+1.1% | Added |
| Cozad Asset Management Inc | 860 | $447.0K | 0.04% | −10−1.1% | Reduced |
| BHK Investment Advisors, LLC | 863 | $448.9K | 0.17% | +5+0.6% | Added |
| Regent Peak Wealth Advisors LLC | 864 | $449.3K | 0.10% | +2+0.2% | Added |
| Next Level Private LLC | 867 | $451.0K | 0.18% | +2+0.2% | Added |
| Stratos Wealth Advisors, LLC | 871 | $453.1K | 0.02% | +3+0.3% | Added |
| Prosperity Financial Group, Inc. | 873 | $454.0K | 0.26% | +104+13.5% | Added |
| Versor Investments LP | 875 | $455.0K | 0.07% | +875 | New |
| Samalin Investment Counsel, LLC | 876 | $455.4K | 0.20% | +2+0.2% | Added |
| Whalerock Point Partners, LLC | 877 | $456.0K | 0.11% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 880 | $457.7K | 0.05% | +18+2.1% | Added |
| BayBridge Capital Group, LLC | 881 | $458.1K | 0.33% | +53+6.4% | Added |
| Circle Wealth Management, LLC | 885 | $460.2K | 0.01% | 00.0% | Unchanged |
| Elser Financial Planning, Inc | 886 | $460.7K | 0.67% | +10+1.1% | Added |
| Vista Wealth Management Group, LLC | 892 | $463.9K | 0.03% | −40−4.3% | Reduced |
| LSV Asset Management | 900 | $468.0K | 0.00% | −41,000−97.9% | Reduced |
| Horan Securities, Inc. | 901 | $468.5K | 0.18% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 901 | $468.5K | 0.02% | +901 | New |
| Petrus Trust Company, LTA | 906 | $471.1K | 0.05% | +906 | New |
| HFG Advisors, Inc. | 907 | $471.5K | 0.42% | +2+0.2% | Added |
| Wealth Advisory Solutions, LLC | 908 | $472.2K | 0.13% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 911 | $473.6K | 0.10% | −175−16.1% | Reduced |
| Catalyst Financial Partners LLC | 918 | $477.4K | 0.09% | +26+2.9% | Added |
| Ritter Daniher Financial Advisory LLC | 922 | $479.4K | 0.14% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 925 | $480.8K | 0.13% | +13+1.4% | Added |
| Adams Wealth Management | 926 | $481.5K | 0.10% | −30−3.1% | Reduced |
| CacheTech Inc. | 926 | $481.5K | 0.10% | −30−3.1% | Reduced |
| Lountzis Asset Management, LLC | 932 | $484.6K | 0.20% | +177+23.4% | Added |
| Fiduciary Family Office, LLC | 934 | $485.7K | 0.16% | +934 | New |
| Brass Tax Wealth Management, Inc | 938 | $487.9K | 0.10% | +494+111.3% | Added |
| Spectrum Wealth Counsel, LLC | 942 | $489.8K | 0.06% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 947 | $492.6K | 0.13% | +1+0.1% | Added |
| Compton Wealth Advisory Group, LLC | 954 | $496.1K | 0.13% | 00.0% | Unchanged |
| Systematic Financial Management LP | 965 | $501.8K | 0.01% | −421−30.4% | Reduced |
| Latitude Advisors, LLC | 967 | $503.0K | 0.28% | +16+1.7% | Added |
| Signet Financial Management, LLC | 970 | $504.6K | 0.06% | −34−3.4% | Reduced |
| Campion Asset Management LLC | 971 | $504.9K | 0.37% | −79−7.5% | Reduced |
| Palisades Hudson Asset Management, L.P. | 978 | $509.0K | 0.21% | −260−21.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 982 | $510.6K | 0.04% | −16−1.6% | Reduced |
| Zacks Investment Management | 983 | $511.0K | 0.00% | +983 | New |
| Ibex Wealth Advisors | 20,221 | $511.4K | 0.16% | +20,047+11,521.3% | Added |
| Truepoint, Inc. | 987 | $513.2K | 0.01% | +186+23.2% | Added |
| Carr Financial Group Corp | 988 | $513.8K | 0.15% | +1+0.1% | Added |
| Basepoint Wealth LLC | 992 | $515.6K | 0.38% | +17+1.7% | Added |
| Arkadios Wealth Advisors | 993 | $516.2K | 0.03% | +125+14.4% | Added |
| Gsa Capital Partners LLP | 996 | $518.0K | 0.04% | +996 | New |
| Connective Portfolio Management, LLC | 3,000 | $518.1K | 1.01% | +3,000 | New |
| Lantern Wealth Advisors, LLC | 1,000 | $520.0K | 0.36% | 00.0% | Unchanged |
| Strategic Advisors LLC | 1,000 | $520.1K | 0.10% | −1,000−50.0% | Reduced |
| Everett Harris & Co | 1,001 | $520.5K | 0.01% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 1,002 | $521.0K | 0.11% | −30−2.9% | Reduced |
| Advisory Alpha, LLC | 1,002 | $521.7K | 0.02% | −16−1.6% | Reduced |
| Kuhn & Co Investment Counsel | 1,006 | $523.1K | 0.45% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,006 | $523.2K | 0.07% | +296+41.7% | Added |
| Phoenix Holdings Ltd. | 1,006 | $524.2K | 0.01% | +1,006 | New |
| Permanens Capital L.P. | 1,009 | $524.7K | 0.11% | +1,009 | New |
| NBC Securities, Inc. | 1,018 | $529.0K | 0.04% | −7−0.7% | Reduced |
| Axxcess Wealth Management, LLC | 1,019 | $530.1K | 0.01% | −210−17.1% | Reduced |
| Ascent Wealth Partners, LLC | 1,021 | $530.9K | 0.07% | −5−0.5% | Reduced |