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
- 1,702
- +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
- 599 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 | 1,702 | $107.2B |
| Q2 2024 | 1,712 | $112.7B |
| Q1 2024 | 1,672 | $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 | 1,550 | $108.8B |
| Q3 2022 | 1,448 | $97.0B |
| Q2 2022 | 1,443 | $103.2B |
| Q1 2022 | 1,423 | $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 |
|---|---|---|---|---|---|
| Frisch Financial Group, Inc. | 1,848 | $961.0K | 0.29% | +5+0.3% | Added |
| Sompo Asset Management Co., Ltd. | 1,830 | $951.6K | 0.15% | +130+7.6% | Added |
| Clarius Group, LLC | 1,823 | $948.0K | 0.07% | −56−3.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,819 | $945.9K | 0.00% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 1,807 | $939.7K | 0.31% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,793 | $933.0K | 0.02% | +88+5.2% | Added |
| Strategic Financial Services, Inc, | 1,783 | $927.2K | 0.06% | −195−9.9% | Reduced |
| Sendero Wealth Management, LLC | 1,774 | $922.5K | 0.15% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 1,769 | $919.9K | 0.60% | +9+0.5% | Added |
| EverSource Wealth Advisors, LLC | 1,761 | $916.1K | 0.06% | +330+23.1% | 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 |
| OmniStar Financial Group, Inc. | 1,744 | $911.5K | 0.68% | +133+8.3% | Added |
| Conning Inc. | 1,748 | $909.0K | 0.03% | −25−1.4% | Reduced |
| Scientech Research LLC | 1,745 | $907.4K | 0.18% | +1,745 | New |
| StoneX Group Inc. | 1,736 | $902.8K | 0.07% | +538+44.9% | Added |
| Valmark Advisers, Inc. | 1,709 | $888.5K | 0.01% | −98−5.4% | Reduced |
| Mutual Advisors, LLC | 2,111 | $884.6K | 0.03% | −759−26.4% | Reduced |
| Baader Bank INC | 1,710 | $882.6K | 0.07% | −9,327−84.5% | Reduced |
| Verus Financial Partners, Inc. | 1,714 | $876.3K | 0.10% | +1+0.1% | Added |
| PDS Planning, Inc | 1,684 | $875.7K | 0.08% | +38+2.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 1,682 | $874.6K | 0.03% | +191+12.8% | Added |
| Virtus ETF Advisers LLC | 1,678 | $872.6K | 0.41% | +1,678 | New |
| Outlook Wealth Advisors, LLC | 1,674 | $870.7K | 0.25% | −19−1.1% | Reduced |
| Gratus Wealth Advisors, LLC | 1,767 | $869.4K | 0.14% | −154−8.0% | Reduced |
| Busey Wealth Management | 1,669 | $867.9K | 0.03% | +6+0.4% | Added |
| Chicago Trust Co NA | 1,667 | $866.8K | 0.15% | +874+110.2% | Added |
| Burke & Herbert Bank & Trust Co | 1,666 | $866.3K | 0.20% | −23−1.4% | Reduced |
| Catalina Capital Group, LLC | 1,656 | $861.1K | 0.29% | +27+1.7% | Added |
| Brogan Financial, Inc. | 1,656 | $860.9K | 0.49% | +6+0.4% | Added |
| 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 |
| Kapstone Financial Advisors LLC | 1,626 | $852.2K | 0.52% | −70−4.1% | Reduced |
| Private Trust Co NA | 1,628 | $846.4K | 0.09% | −19−1.2% | Reduced |
| Plancorp, LLC | 1,622 | $843.4K | 0.03% | +9+0.6% | Added |
| Money Concepts Capital Corp | 1,618 | $841.5K | 0.06% | +37+2.3% | Added |
| Verity Asset Management, Inc. | 1,762 | $840.6K | 0.32% | +260+17.3% | Added |
| Ruggaard & Associates LLC | 1,609 | $836.7K | 0.36% | +1,609 | New |
| United Community Bank | 1,606 | $835.1K | 0.33% | −301−15.8% | Reduced |
| 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 |
| Linden Thomas Advisory Services, LLC | 1,588 | $825.8K | 0.11% | +16+1.0% | 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 |
| Terry L. Blaker | 1,585 | $824.2K | 0.03% | +3+0.2% | Added |
| Sage Mountain Advisors LLC | 1,582 | $822.4K | 0.07% | −43−2.6% | Reduced |
| Evermay Wealth Management LLC | 1,578 | $820.6K | 0.13% | −11−0.7% | Reduced |
| Global Trust Asset Management, LLC | 1,575 | $819.1K | 0.30% | −66−4.0% | Reduced |
| Beacon Financial Group | 1,573 | $817.9K | 0.09% | −1−0.1% | Reduced |
| Net Worth Advisory Group | 1,554 | $808.2K | 0.24% | +1,554 | New |
| Twin Capital Management Inc | 1,552 | $807.0K | 0.09% | −34−2.1% | Reduced |
| Westfield Capital Management Co LP | 1,551 | $806.5K | 0.00% | +321+26.1% | Added |
| Thomasville National Bank | 1,550 | $806.0K | 0.06% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 1,546 | $803.9K | 0.26% | −41−2.6% | Reduced |
| Oxford Asset Management LLP | 1,538 | $799.8K | 0.67% | +1,538 | New |
| Central Trust Co | 1,531 | $796.1K | 0.02% | −819−34.9% | Reduced |
| Buckingham Capital Management, Inc. | 1,526 | $793.5K | 0.09% | 00.0% | Unchanged |
| Middleton & Co Inc | 1,525 | $793.0K | 0.09% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,523 | $792.0K | 0.03% | +317+26.3% | Added |
| Compass Wealth Management LLC | 1,518 | $789.4K | 0.19% | −50−3.2% | Reduced |
| Wealthcare Advisory Partners LLC | 1,517 | $788.8K | 0.02% | −154−9.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,512 | $786.2K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 1,511 | $785.7K | 1.24% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 1,510 | $785.2K | 0.25% | +42+2.9% | Added |
| Michael B. Yongue | 1,509 | $784.7K | 0.63% | −56−3.6% | Reduced |
| ROI Financial Advisors, LLC | 1,508 | $784.2K | 0.54% | −27−1.8% | Reduced |
| IHT Wealth Management, LLC | 1,506 | $780.1K | 0.02% | +135+9.8% | Added |
| Duncker Streett & Co Inc | 1,492 | $775.8K | 0.14% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 1,426 | $772.7K | 0.04% | 00.0% | Unchanged |
| Argent Financial Group, Inc. | 1,484 | $771.7K | 0.09% | +1,484 | New |
| Prudent Man Advisors, LLC | 1,482 | $770.6K | 0.26% | −26−1.7% | Reduced |
| Clear Harbor Asset Management, LLC | 1,481 | $770.1K | 0.06% | +248+20.1% | Added |
| J. W. Coons Advisors, LLC | 1,480 | $769.6K | 0.19% | −50−3.3% | Reduced |
| Dark Forest Capital Management LP | 1,479 | $769.1K | 0.10% | −409−21.7% | Reduced |
| Centaurus Financial, Inc. | 1,477 | $768.0K | 0.05% | +559+60.9% | Added |
| Massmutual Trust Co FSB | 1,476 | $767.5K | 0.02% | −127−7.9% | Reduced |
| Concurrent Investment Advisors, LLC | 1,475 | $767.1K | 0.02% | −61−4.0% | Reduced |
| Fielder Capital Group LLC | 1,462 | $760.3K | 0.25% | +58+4.1% | Added |
| Quent Capital, LLC | 1,458 | $758.8K | 0.08% | −24−1.6% | Reduced |
| McLean Asset Management Corp | 1,538 | $756.8K | 0.23% | −8−0.5% | Reduced |
| 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 |
| Schechter Investment Advisors, LLC | 1,443 | $750.4K | 0.06% | +34+2.4% | Added |
| Miracle Mile Advisors, LLC | 1,442 | $749.8K | 0.02% | +56+4.0% | Added |
| Commerzbank Aktiengesellschaft | 1,437 | $748.0K | 0.02% | +374+35.2% | Added |
| Glenview Trust Co | 1,429 | $743.1K | 0.01% | −29−2.0% | Reduced |
| Hollencrest Capital Management | 1,411 | $733.7K | 0.03% | −177−11.1% | Reduced |
| Atlas Private Wealth Advisors | 1,408 | $732.2K | 0.11% | +4+0.3% | Added |
| Keystone Financial Services | 1,403 | $729.8K | 0.28% | +122+9.5% | Added |
| Brookstone Capital Management | 1,399 | $727.7K | 0.01% | +97+7.5% | Added |
| Fullcircle Wealth LLC | 1,743 | $727.4K | 0.33% | +26+1.5% | Added |
| Premier Path Wealth Partners, LLC | 1,392 | $724.0K | 0.11% | −18−1.3% | Reduced |
| CX Institutional | 1,390 | $722.7K | 0.03% | −12,451−90.0% | Reduced |
| Wealth Management Associates, Inc. | 1,387 | $721.3K | 0.32% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,386 | $721.0K | 0.33% | +632+83.8% | Added |
| Everhart Financial Group, Inc. | 1,384 | $719.7K | 0.16% | +94+7.3% | Added |
| SevenBridge Financial Group, LLC | 1,689 | $718.5K | 0.14% | +903+114.9% | Added |
| Fundamentun, LLC | 1,379 | $717.1K | 0.05% | +37+2.8% | Added |
| Genesee Capital Advisors, LLC | 1,376 | $715.6K | 0.34% | −18−1.3% | Reduced |
| H&H Retirement Design & Management INC | 1,478 | $715.2K | 0.42% | +20+1.4% | Added |