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 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 1,823 | $948.0K | 0.07% | −56−3.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,830 | $951.6K | 0.15% | +130+7.6% | Added |
| Frisch Financial Group, Inc. | 1,848 | $961.0K | 0.29% | +5+0.3% | Added |
| Bremer Bank National Association | 1,849 | $961.5K | 0.18% | −19−1.0% | Reduced |
| Moloney Securities Asset Management, LLC | 1,850 | $962.2K | 0.13% | −14−0.8% | Reduced |
| Garde Capital, Inc. | 1,856 | $965.0K | 0.06% | 00.0% | Unchanged |
| Kirtland Hills Capital Management, LLC | 1,870 | $972.4K | 0.54% | −57−3.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,878 | $977.2K | 0.07% | +1+0.1% | Added |
| Erste Asset Management GmbH | 1,868 | $977.8K | 0.01% | +145+8.4% | Added |
| Apella Capital, LLC | 1,936 | $978.1K | 0.04% | +8+0.4% | Added |
| Delphi Management Inc | 1,893 | $984.0K | 0.89% | −219−10.4% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 1,894 | $985.0K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,897 | $986.4K | 0.10% | −33−1.7% | Reduced |
| Sanders Morris Harris LLC | 1,900 | $988.0K | 0.16% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 1,906 | $991.1K | 0.03% | −7−0.4% | Reduced |
| Northern Financial Advisors Inc | 1,910 | $993.2K | 0.75% | −55−2.8% | Reduced |
| Old Point Trust & Financial Services N A | 1,947 | $1.01M | 0.36% | +265+15.8% | Added |
| Financial Counselors Inc | 1,953 | $1.02M | 0.02% | +51+2.7% | Added |
| Taylor Financial Group, Inc. | 1,965 | $1.02M | 0.71% | −100−4.8% | Reduced |
| Heritage Wealth Management, Inc. | 1,967 | $1.02M | 0.34% | −169−7.9% | Reduced |
| Austin Private Wealth, LLC | 1,967 | $1.02M | 0.10% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,961 | $1.02M | 0.11% | +1,741+791.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,970 | $1.02M | 0.03% | +407+26.0% | Added |
| Exchange Traded Concepts, LLC | 1,970 | $1.02M | 0.02% | +664+50.8% | Added |
| Seeds Investor LLC | 1,972 | $1.03M | 0.38% | −67−3.3% | Reduced |
| 1st Source Bank | 1,976 | $1.03M | 0.06% | −110−5.3% | Reduced |
| Willner & Heller, LLC | 1,997 | $1.04M | 0.93% | +6+0.3% | Added |
| Moors & Cabot, Inc. | 1,998 | $1.04M | 0.05% | −9−0.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 2,000 | $1.04M | 0.12% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 2,000 | $1.04M | 0.64% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 2,009 | $1.04M | 0.19% | −48−2.3% | Reduced |
| Concord Asset Management, LLC | 2,013 | $1.05M | 0.24% | +210+11.6% | Added |
| Chicago Capital, LLC | 2,024 | $1.05M | 0.03% | −12−0.6% | Reduced |
| EP Wealth Advisors, LLC | 2,042 | $1.06M | 0.01% | +160+8.5% | Added |
| Harbour Investments, Inc. | 2,057 | $1.07M | 0.03% | −32−1.5% | Reduced |
| Cidel Asset Management Inc | 2,060 | $1.07M | 0.08% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 2,078 | $1.08M | 0.04% | +45+2.2% | Added |
| Balentine LLC | 2,083 | $1.08M | 0.04% | +1,506+261.0% | Added |
| La Banque Postale Asset Management SA | 2,091 | $1.09M | 0.02% | −1,921−47.9% | Reduced |
| USA Financial Portformulas Corp | 2,093 | $1.09M | 0.17% | −470−18.3% | Reduced |
| CSS LLC | 2,100 | $1.09M | 0.06% | −200−8.7% | Reduced |
| PKO Investment Management Joint-Stock Co | 2,100 | $1.09M | 0.13% | +400+23.5% | Added |
| Vise Technologies, Inc. | 2,117 | $1.10M | 0.14% | +484+29.6% | Added |
| Mission Wealth Management, LP | 2,121 | $1.10M | 0.03% | +7+0.3% | Added |
| Ameritas Advisory Services, LLC | 2,135 | $1.11M | 0.05% | −10.0% | Reduced |
| Nilsine Partners, LLC | 2,136 | $1.11M | 0.14% | −128−5.7% | Reduced |
| Modern Wealth Management, LLC | 2,139 | $1.11M | 0.07% | −645−23.2% | Reduced |
| Congress Wealth Management LLC | 2,149 | $1.12M | 0.01% | +443+26.0% | Added |
| Daymark Wealth Partners, LLC | 2,150 | $1.12M | 0.05% | +30+1.4% | Added |
| Acadian Asset Management LLC | 2,156 | $1.12M | 0.00% | −4,695−68.5% | Reduced |
| Alaska Permanent Fund Corp | 2,164 | $1.13M | 0.02% | 00.0% | Unchanged |
| Roundview Capital LLC | 2,168 | $1.13M | 0.08% | +7+0.3% | Added |
| Romano Brothers and Company | 2,200 | $1.14M | 0.14% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 2,206 | $1.15M | 0.07% | +39+1.8% | Added |
| Smartleaf Asset Management LLC | 2,195 | $1.15M | 0.14% | +270+14.0% | Added |
| Pure Financial Advisors, Inc. | 2,215 | $1.15M | 0.03% | +12+0.5% | Added |
| PGGM Investments | 2,215 | $1.15M | 0.01% | −104−4.5% | Reduced |
| Wedmont Private Capital | 2,348 | $1.16M | 0.07% | +265+12.7% | Added |
| Fortis Capital Advisors, LLC | 2,223 | $1.16M | 0.39% | −491−18.1% | Reduced |
| Buckley Wealth Management, LLC | 2,225 | $1.16M | 0.36% | +12+0.5% | Added |
| Perigon Wealth Management, LLC | 2,229 | $1.16M | 0.03% | −45−2.0% | Reduced |
| WSFS Capital Management, LLC | 2,242 | $1.17M | 0.06% | −42−1.8% | Reduced |
| Prelude Capital Management, LLC | 2,245 | $1.17M | 0.09% | +2,245 | New |
| Stableford Capital II LLC | 2,329 | $1.17M | 0.47% | −3−0.1% | Reduced |
| Pitcairn Co | 2,257 | $1.17M | 0.07% | −472−17.3% | Reduced |
| Donaldson Capital Management, LLC | 2,260 | $1.17M | 0.05% | −4,210−65.1% | Reduced |
| Sumitomo Life Insurance Co | 2,264 | $1.18M | 0.02% | +61+2.8% | Added |
| Paloma Partners Management Co | 2,264 | $1.18M | 0.06% | +2,264 | New |
| 44 Wealth Management LLC | 2,835 | $1.18M | 0.41% | +2,835 | New |
| Meeder Asset Management Inc | 2,269 | $1.18M | 0.08% | −42,761−95.0% | Reduced |
| CWM Advisors, LLC | 2,276 | $1.18M | 0.12% | −1,432−38.6% | Reduced |
| Quadrant Capital Group LLC | 2,290 | $1.19M | 0.08% | −48−2.1% | Reduced |
| Wolverine Asset Management LLC | 2,295 | $1.19M | 0.02% | −1,077−31.9% | Reduced |
| RMB Capital Management, LLC | 2,296 | $1.19M | 0.03% | −270−10.5% | Reduced |
| RFG Advisory, LLC | 2,299 | $1.20M | 0.04% | +232+11.2% | Added |
| Simplicity Wealth,LLC | 2,300 | $1.20M | 0.11% | −22,607−90.8% | Reduced |
| Ballentine Partners, LLC | 2,302 | $1.20M | 0.02% | −345−13.0% | Reduced |
| Fortem Financial Group, LLC | 2,311 | $1.20M | 0.49% | −192−7.7% | Reduced |
| DGS Capital Management, LLC | 2,316 | $1.20M | 0.33% | +58+2.6% | Added |
| Quest Partners LLC | 2,319 | $1.21M | 0.11% | +1,550+201.6% | Added |
| Financial Security Advisor, Inc. | 2,324 | $1.21M | 0.30% | +2+0.1% | Added |
| SeaCrest Wealth Management, LLC | 2,336 | $1.21M | 0.13% | +41+1.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,345 | $1.22M | 0.12% | −133−5.4% | Reduced |
| Vestor Capital, LLC | 2,346 | $1.22M | 0.10% | +650+38.3% | Added |
| Ameritas Investment Partners, Inc. | 2,349 | $1.22M | 0.04% | −97−4.0% | Reduced |
| Professional Financial Advisors, LLC | 2,380 | $1.24M | 0.32% | +2,380 | New |
| Sigma Planning Corp | 2,385 | $1.24M | 0.04% | +109+4.8% | Added |
| 9258 Wealth Management, LLC | 2,389 | $1.24M | 0.18% | −48−2.0% | Reduced |
| Cigna Investments Inc | 2,390 | $1.24M | 0.22% | −17−0.7% | Reduced |
| Shelton Capital Management | 2,399 | $1.25M | 0.03% | +1,009+72.6% | Added |
| Ocean Capital Management, LLC | 2,407 | $1.25M | 0.29% | +2,407 | New |
| First National Bank of Hutchinson | 2,416 | $1.26M | 0.81% | +221+10.1% | Added |
| Herold Advisors, Inc. | 2,416 | $1.26M | 0.27% | −34−1.4% | Reduced |
| Patton Albertson Miller Group, LLC | 2,427 | $1.26M | 0.17% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,445 | $1.27M | 0.21% | +208+9.3% | Added |
| Richwood Investment Advisors, LLC | 2,454 | $1.28M | 1.06% | −35−1.4% | Reduced |
| Benchmark Investment Advisors LLC | 2,454 | $1.28M | 0.91% | +81+3.4% | Added |
| Empower Advisory Group, LLC | 2,455 | $1.28M | 0.00% | −136−5.2% | Reduced |
| TriaGen Wealth Management LLC | 2,465 | $1.28M | 0.43% | +2,465 | New |
| Umb Bank N A | 2,479 | $1.29M | 0.02% | −167−6.3% | Reduced |