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 |
|---|---|---|---|---|---|
| Kestra Investment Management, LLC | 1,365 | $709.8K | 0.03% | +1,365 | New |
| Keystone Financial Group | 1,370 | $712.5K | 0.09% | +60+4.6% | Added |
| Coastal Investment Advisors, Inc. | 1,403 | $714.2K | 0.33% | −1,435−50.6% | Reduced |
| H&H Retirement Design & Management INC | 1,478 | $715.2K | 0.42% | +20+1.4% | Added |
| Genesee Capital Advisors, LLC | 1,376 | $715.6K | 0.34% | −18−1.3% | Reduced |
| Fundamentun, LLC | 1,379 | $717.1K | 0.05% | +37+2.8% | Added |
| SevenBridge Financial Group, LLC | 1,689 | $718.5K | 0.14% | +903+114.9% | Added |
| Everhart Financial Group, Inc. | 1,384 | $719.7K | 0.16% | +94+7.3% | Added |
| Horizon Bancorp Inc | 1,386 | $721.0K | 0.33% | +632+83.8% | Added |
| Wealth Management Associates, Inc. | 1,387 | $721.3K | 0.32% | 00.0% | Unchanged |
| CX Institutional | 1,390 | $722.7K | 0.03% | −12,451−90.0% | Reduced |
| Premier Path Wealth Partners, LLC | 1,392 | $724.0K | 0.11% | −18−1.3% | Reduced |
| Fullcircle Wealth LLC | 1,743 | $727.4K | 0.33% | +26+1.5% | Added |
| Brookstone Capital Management | 1,399 | $727.7K | 0.01% | +97+7.5% | Added |
| Keystone Financial Services | 1,403 | $729.8K | 0.28% | +122+9.5% | Added |
| Atlas Private Wealth Advisors | 1,408 | $732.2K | 0.11% | +4+0.3% | Added |
| Hollencrest Capital Management | 1,411 | $733.7K | 0.03% | −177−11.1% | Reduced |
| Glenview Trust Co | 1,429 | $743.1K | 0.01% | −29−2.0% | Reduced |
| Commerzbank Aktiengesellschaft | 1,437 | $748.0K | 0.02% | +374+35.2% | Added |
| Miracle Mile Advisors, LLC | 1,442 | $749.8K | 0.02% | +56+4.0% | Added |
| Schechter Investment Advisors, LLC | 1,443 | $750.4K | 0.06% | +34+2.4% | Added |
| Howard Capital Management Inc. | 1,452 | $755.0K | 0.01% | +1,452 | New |
| Sara-Bay Financial | 1,452 | $755.0K | 0.32% | +1,452 | New |
| McLean Asset Management Corp | 1,538 | $756.8K | 0.23% | −8−0.5% | Reduced |
| Quent Capital, LLC | 1,458 | $758.8K | 0.08% | −24−1.6% | Reduced |
| Fielder Capital Group LLC | 1,462 | $760.3K | 0.25% | +58+4.1% | Added |
| Concurrent Investment Advisors, LLC | 1,475 | $767.1K | 0.02% | −61−4.0% | Reduced |
| Massmutual Trust Co FSB | 1,476 | $767.5K | 0.02% | −127−7.9% | Reduced |
| Centaurus Financial, Inc. | 1,477 | $768.0K | 0.05% | +559+60.9% | Added |
| Dark Forest Capital Management LP | 1,479 | $769.1K | 0.10% | −409−21.7% | Reduced |
| J. W. Coons Advisors, LLC | 1,480 | $769.6K | 0.19% | −50−3.3% | Reduced |
| Clear Harbor Asset Management, LLC | 1,481 | $770.1K | 0.06% | +248+20.1% | Added |
| Prudent Man Advisors, LLC | 1,482 | $770.6K | 0.26% | −26−1.7% | Reduced |
| Argent Financial Group, Inc. | 1,484 | $771.7K | 0.09% | +1,484 | New |
| Berkshire Asset Management LLC | 1,426 | $772.7K | 0.04% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,492 | $775.8K | 0.14% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 1,506 | $780.1K | 0.02% | +135+9.8% | Added |
| ROI Financial Advisors, LLC | 1,508 | $784.2K | 0.54% | −27−1.8% | Reduced |
| Michael B. Yongue | 1,509 | $784.7K | 0.63% | −56−3.6% | Reduced |
| KG&L Capital Management,LLC | 1,510 | $785.2K | 0.25% | +42+2.9% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,511 | $785.7K | 1.24% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,512 | $786.2K | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,517 | $788.8K | 0.02% | −154−9.2% | Reduced |
| Compass Wealth Management LLC | 1,518 | $789.4K | 0.19% | −50−3.2% | Reduced |
| Farther Finance Advisors, LLC | 1,523 | $792.0K | 0.03% | +317+26.3% | Added |
| Middleton & Co Inc | 1,525 | $793.0K | 0.09% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 1,526 | $793.5K | 0.09% | 00.0% | Unchanged |
| Central Trust Co | 1,531 | $796.1K | 0.02% | −819−34.9% | Reduced |
| Oxford Asset Management LLP | 1,538 | $799.8K | 0.67% | +1,538 | New |
| McElhenny Sheffield Capital Management, LLC | 1,546 | $803.9K | 0.26% | −41−2.6% | Reduced |
| Thomasville National Bank | 1,550 | $806.0K | 0.06% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 1,551 | $806.5K | 0.00% | +321+26.1% | Added |
| Twin Capital Management Inc | 1,552 | $807.0K | 0.09% | −34−2.1% | Reduced |
| Net Worth Advisory Group | 1,554 | $808.2K | 0.24% | +1,554 | New |
| Beacon Financial Group | 1,573 | $817.9K | 0.09% | −1−0.1% | Reduced |
| Global Trust Asset Management, LLC | 1,575 | $819.1K | 0.30% | −66−4.0% | Reduced |
| Evermay Wealth Management LLC | 1,578 | $820.6K | 0.13% | −11−0.7% | Reduced |
| Sage Mountain Advisors LLC | 1,582 | $822.4K | 0.07% | −43−2.6% | Reduced |
| Terry L. Blaker | 1,585 | $824.2K | 0.03% | +3+0.2% | Added |
| Skopos Labs, Inc. | 1,586 | $824.7K | 0.27% | +71+4.7% | Added |
| Aster Capital Management (DIFC) Ltd | 1,586 | $824.7K | 0.18% | +1,586 | New |
| Linden Thomas Advisory Services, LLC | 1,588 | $825.8K | 0.11% | +16+1.0% | Added |
| Leonteq Securities AG | 1,597 | $830.4K | 0.10% | −59−3.6% | Reduced |
| Systematic Alpha Investments, LLC | 1,597 | $830.4K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 1,606 | $835.1K | 0.33% | −301−15.8% | Reduced |
| Ruggaard & Associates LLC | 1,609 | $836.7K | 0.36% | +1,609 | New |
| Verity Asset Management, Inc. | 1,762 | $840.6K | 0.32% | +260+17.3% | Added |
| Money Concepts Capital Corp | 1,618 | $841.5K | 0.06% | +37+2.3% | Added |
| Plancorp, LLC | 1,622 | $843.4K | 0.03% | +9+0.6% | Added |
| Private Trust Co NA | 1,628 | $846.4K | 0.09% | −19−1.2% | Reduced |
| Kapstone Financial Advisors LLC | 1,626 | $852.2K | 0.52% | −70−4.1% | Reduced |
| Bridgeway Capital Management, LLC | 1,650 | $858.0K | 0.02% | −200−10.8% | Reduced |
| New England Research & Management, Inc. | 1,650 | $858.0K | 0.40% | −50−2.9% | Reduced |
| Brogan Financial, Inc. | 1,656 | $860.9K | 0.49% | +6+0.4% | Added |
| Catalina Capital Group, LLC | 1,656 | $861.1K | 0.29% | +27+1.7% | Added |
| Burke & Herbert Bank & Trust Co | 1,666 | $866.3K | 0.20% | −23−1.4% | Reduced |
| Chicago Trust Co NA | 1,667 | $866.8K | 0.15% | +874+110.2% | Added |
| Busey Wealth Management | 1,669 | $867.9K | 0.03% | +6+0.4% | Added |
| Gratus Wealth Advisors, LLC | 1,767 | $869.4K | 0.14% | −154−8.0% | Reduced |
| Outlook Wealth Advisors, LLC | 1,674 | $870.7K | 0.25% | −19−1.1% | Reduced |
| Virtus ETF Advisers LLC | 1,678 | $872.6K | 0.41% | +1,678 | New |
| Sanibel Captiva Trust Company, Inc. | 1,682 | $874.6K | 0.03% | +191+12.8% | Added |
| PDS Planning, Inc | 1,684 | $875.7K | 0.08% | +38+2.3% | Added |
| Verus Financial Partners, Inc. | 1,714 | $876.3K | 0.10% | +1+0.1% | Added |
| Baader Bank INC | 1,710 | $882.6K | 0.07% | −9,327−84.5% | Reduced |
| Mutual Advisors, LLC | 2,111 | $884.6K | 0.03% | −759−26.4% | Reduced |
| Valmark Advisers, Inc. | 1,709 | $888.5K | 0.01% | −98−5.4% | Reduced |
| StoneX Group Inc. | 1,736 | $902.8K | 0.07% | +538+44.9% | Added |
| Scientech Research LLC | 1,745 | $907.4K | 0.18% | +1,745 | New |
| Conning Inc. | 1,748 | $909.0K | 0.03% | −25−1.4% | Reduced |
| OmniStar Financial Group, Inc. | 1,744 | $911.5K | 0.68% | +133+8.3% | Added |
| Equitable Trust Co | 1,760 | $915.2K | 0.06% | +1,082+159.6% | Added |
| Intact Investment Management Inc. | 1,760 | $915.2K | 0.03% | +1,760 | New |
| EverSource Wealth Advisors, LLC | 1,761 | $916.1K | 0.06% | +330+23.1% | Added |
| Defined Wealth Management, LLC | 1,769 | $919.9K | 0.60% | +9+0.5% | Added |
| Sendero Wealth Management, LLC | 1,774 | $922.5K | 0.15% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 1,783 | $927.2K | 0.06% | −195−9.9% | Reduced |
| Advisors Capital Management, LLC | 1,793 | $933.0K | 0.02% | +88+5.2% | Added |
| Detalus Advisors, LLC | 1,807 | $939.7K | 0.31% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 1,819 | $945.9K | 0.00% | 00.0% | Unchanged |