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 |
|---|---|---|---|---|---|
| Aspen Investment Management Inc | 1,021 | $531.0K | 0.25% | +17+1.7% | Added |
| Capital Investment Advisory Services, LLC | 1,022 | $531.4K | 0.05% | +33+3.3% | Added |
| Edgestream Partners, L.P. | 1,023 | $532.0K | 0.02% | +1,023 | New |
| Integrated Investment Consultants, LLC | 1,025 | $533.0K | 0.12% | +1,025 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,026 | $533.8K | 0.12% | +11+1.1% | Added |
| Bell Investment Advisors, Inc | 1,029 | $534.9K | 0.10% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 1,029 | $535.1K | 0.18% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 1,029 | $535.1K | 0.05% | +121+13.3% | Added |
| Eqis Capital Management, Inc. | 1,034 | $537.6K | 0.04% | −195−15.9% | Reduced |
| Lifeworks Advisors, LLC | 1,037 | $539.2K | 0.11% | +25+2.5% | Added |
| Choate Investment Advisors | 1,044 | $542.9K | 0.01% | +341+48.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,045 | $543.4K | 0.33% | +40+4.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,049 | $545.5K | 0.07% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 1,064 | $553.3K | 0.16% | −19−1.8% | Reduced |
| Whalen Wealth Management Inc. | 1,064 | $553.3K | 0.39% | 00.0% | Unchanged |
| Dakota Wealth Management | 1,068 | $555.4K | 0.01% | +122+12.9% | Added |
| Texas Yale Capital Corp. | 1,070 | $556.4K | 0.02% | +20+1.9% | Added |
| First Western Trust Bank | 1,073 | $558.0K | 0.03% | 00.0% | Unchanged |
| Farmers Trust Co | 1,082 | $562.6K | 0.10% | −16−1.5% | Reduced |
| Country Club Bank | 1,074 | $562.7K | 0.04% | +2+0.2% | Added |
| Hengehold Capital Management LLC | 1,088 | $566.0K | 0.05% | +34+3.2% | Added |
| First Financial Corp | 1,090 | $566.8K | 0.27% | +411+60.5% | Added |
| Change Path, LLC | 1,092 | $567.9K | 0.02% | −144−11.7% | Reduced |
| NVWM, LLC | 1,096 | $569.9K | 0.15% | +5+0.5% | Added |
| Dodge & Cox | 1,100 | $572.0K | 0.00% | 00.0% | Unchanged |
| Convergence Financial, LLC | 1,100 | $572.0K | 0.12% | +674+158.2% | Added |
| Penserra Capital Management LLC | 1,109 | $576.0K | 0.01% | +13+1.2% | Added |
| Baxter Bros Inc | 1,108 | $576.2K | 0.07% | −1−0.1% | Reduced |
| MQS Management LLC | 1,108 | $576.2K | 0.32% | +707+176.3% | Added |
| Sentry Investment Management LLC | 1,111 | $578.0K | 0.24% | +89+8.7% | Added |
| Taylor Hoffman Capital Management LLC | 1,428 | $579.4K | 0.22% | +1,428 | New |
| Seven Eight Capital, LP | 1,116 | $580.3K | 0.05% | +1,116 | New |
| Cardiff Park Advisors, LLC | 1,118 | $581.4K | 0.05% | −10−0.9% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,161 | $582.9K | 0.20% | +271+30.4% | Added |
| Stiles Financial Services Inc | 1,126 | $585.6K | 0.21% | −15−1.3% | Reduced |
| Fulton Bank, N.A. | 1,129 | $587.1K | 0.02% | −1−0.1% | Reduced |
| Northwest Bancshares, Inc. | 1,134 | $589.7K | 0.10% | −228−16.7% | Reduced |
| Oxford Financial Group Ltd | 1,138 | $591.8K | 0.04% | −151−11.7% | Reduced |
| Waldron Private Wealth LLC | 1,143 | $594.4K | 0.02% | +77+7.2% | Added |
| Sound View Wealth Advisors Group, LLC | 1,146 | $595.7K | 0.05% | +56+5.1% | Added |
| Sonoma Private Wealth LLC | 1,152 | $599.3K | 0.93% | −10−0.9% | Reduced |
| Monarch Capital Management Inc | 1,153 | $599.6K | 0.16% | 00.0% | Unchanged |
| Centric Wealth Management | 1,403 | $601.8K | 0.16% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,157 | $602.7K | 0.02% | +303+35.5% | Added |
| Ellevest, Inc. | 1,163 | $604.8K | 0.03% | +33+2.9% | Added |
| Moneta Group Investment Advisors LLC | 1,169 | $607.9K | 0.01% | +41+3.6% | Added |
| Stony Point Wealth Management Inc. | 1,170 | $608.3K | 0.26% | −28−2.3% | Reduced |
| Affinity Investment Advisors, LLC | 1,170 | $608.4K | 0.42% | 00.0% | Unchanged |
| Axq Capital, LP | 1,177 | $612.0K | 0.18% | −954−44.8% | Reduced |
| CFO4Life Group, LLC | 1,178 | $612.5K | 0.11% | −21−1.8% | Reduced |
| Weinberger Asset Management, Inc | 1,178 | $612.8K | 0.26% | −4−0.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,178 | $613.0K | 0.02% | +6+0.5% | Added |
| Intelligence Driven Advisers, LLC | 1,179 | $613.1K | 0.09% | +71+6.4% | Added |
| Fox Run Management, L.L.C. | 1,185 | $616.2K | 0.14% | +327+38.1% | Added |
| Vantage Financial Partners, LLC | 1,186 | $616.7K | 0.15% | +80+7.2% | Added |
| Humankind Investments LLC | 1,190 | $618.8K | 0.22% | +66+5.9% | Added |
| Avestar Capital, LLC | 1,193 | $620.4K | 0.07% | +55+4.8% | Added |
| First Manhattan Co | 1,198 | $623.0K | 0.00% | +19+1.6% | Added |
| First Foundation Advisors | 1,200 | $624.0K | 0.02% | −74−5.8% | Reduced |
| Highland Capital Management, LLC | 1,200 | $624.0K | 0.04% | 00.0% | Unchanged |
| Keel Point, LLC | 1,200 | $624.0K | 0.05% | −43−3.5% | Reduced |
| Buckingham Strategic Partners | 1,207 | $627.9K | 0.01% | +345+40.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,213 | $630.8K | 0.23% | 00.0% | Unchanged |
| Accredited Investors Inc. | 1,213 | $630.8K | 0.04% | +1+0.1% | Added |
| Tranquilli Financial Advisor LLC | 1,216 | $632.3K | 0.40% | −5−0.4% | Reduced |
| GeoWealth Management, LLC | 1,221 | $635.1K | 0.02% | −7−0.6% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 1,227 | $638.0K | 1.25% | +57+4.9% | Added |
| Prospera Financial Services Inc | 1,225 | $639.8K | 0.02% | −6−0.5% | Reduced |
| World Equity Group, Inc. | 1,241 | $645.3K | 0.23% | −2,486−66.7% | Reduced |
| Joel Isaacson & Co., LLC | 1,243 | $646.4K | 0.03% | +103+9.0% | Added |
| Gryphon Financial Partners LLC | 1,250 | $650.1K | 0.09% | −18−1.4% | Reduced |
| Legacy Advisors, LLC | 1,254 | $652.1K | 0.07% | +61+5.1% | Added |
| Naples Global Advisors, LLC | 1,260 | $655.2K | 0.06% | +120+10.5% | Added |
| SRS Capital Advisors, Inc. | 1,261 | $655.4K | 0.06% | +15+1.2% | Added |
| Holderness Investments Co | 1,261 | $655.6K | 0.14% | +1+0.1% | Added |
| Bedel Financial Consulting, Inc. | 1,262 | $656.2K | 0.09% | −66−5.0% | Reduced |
| Crestline Management, LP | 1,262 | $656.2K | 0.04% | +1,262 | New |
| Foster & Motley Inc | 1,266 | $658.0K | 0.04% | −162−11.3% | Reduced |
| Solidarilty Wealth, LLC | 1,268 | $659.4K | 0.18% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 1,271 | $660.9K | 0.21% | +42+3.4% | Added |
| Colonial Trust Co | 1,286 | $669.0K | 0.10% | +40+3.2% | Added |
| Indie Asset Partners, LLC | 1,297 | $674.2K | 0.50% | −4−0.3% | Reduced |
| LRI Investments, LLC | 1,661 | $675.9K | 0.07% | +55+3.4% | Added |
| Constitution Capital LLC | 1,300 | $676.0K | 0.36% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,303 | $677.6K | 0.15% | +400+44.3% | Added |
| Prime Capital Investment Advisors, LLC | 1,314 | $683.1K | 0.01% | −156−10.6% | Reduced |
| Boothbay Fund Management, LLC | 1,314 | $683.3K | 0.02% | +943+254.2% | Added |
| Salem Investment Counselors Inc | 1,315 | $683.8K | 0.02% | +4+0.3% | Added |
| Shufro Rose & Co LLC | 1,263 | $684.4K | 0.06% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 1,318 | $685.1K | 0.50% | +57+4.5% | Added |
| Allworth Financial LP | 1,318 | $685.4K | 0.00% | +11+0.8% | Added |
| Meridian Wealth Management, LLC | 1,320 | $686.4K | 0.03% | +1,320 | New |
| Inceptionr LLC | 1,323 | $688.0K | 0.17% | +1,323 | New |
| Ransom Advisory, Ltd | 1,325 | $689.0K | 0.32% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,325 | $689.2K | 0.03% | +49+3.8% | Added |
| Legacy Financial Advisors, Inc. | 1,327 | $689.9K | 0.12% | +31+2.4% | Added |
| PFG Investments, LLC | 1,333 | $692.9K | 0.04% | +561+72.7% | Added |
| Wesbanco Bank Inc | 1,335 | $694.2K | 0.02% | −80−5.7% | Reduced |
| JB Capital LLC | 1,346 | $699.9K | 0.04% | +220+19.5% | Added |
| Wealth Alliance | 1,350 | $701.8K | 0.08% | +36+2.7% | Added |