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 |
|---|---|---|---|---|---|
| Pinkerton Retirement Specialists, LLC | 5,987 | $3.11M | 0.45% | +63+1.1% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5,960 | $3.10M | 0.10% | −3,934−39.8% | Reduced |
| Integrated Advisors Network LLC | 5,942 | $3.09M | 0.15% | +222+3.9% | Added |
| Semmax Financial Advisors Inc. | 7,441 | $3.07M | 0.84% | +388+5.5% | Added |
| Hardy Reed LLC | 5,877 | $3.06M | 0.27% | +20.0% | Added |
| Johnson Investment Counsel Inc | 5,866 | $3.05M | 0.03% | −1,342−18.6% | Reduced |
| LS Investment Advisors, LLC | 5,837 | $3.04M | 0.45% | +63+1.1% | Added |
| Flputnam Investment Management Co | 5,826 | $3.03M | 0.05% | −255−4.2% | Reduced |
| Bleakley Financial Group, LLC | 5,817 | $3.02M | 0.09% | −18,556−76.1% | Reduced |
| D.A. Davidson & Co. | 5,798 | $3.02M | 0.02% | −122−2.1% | Reduced |
| CenterBook Partners LP | 5,758 | $2.99M | 0.18% | −2,071−26.5% | Reduced |
| Perbak Capital Partners LLP | 5,744 | $2.99M | 2.10% | +1,635+39.8% | Added |
| Fred Alger Management, LLC | 5,730 | $2.98M | 0.01% | −6,881−54.6% | Reduced |
| RSM US Wealth Management LLC | 5,814 | $2.97M | 0.04% | +630+12.2% | Added |
| YHB Investment Advisors, Inc. | 5,670 | $2.95M | 0.24% | −415−6.8% | Reduced |
| Atria Wealth Solutions, Inc. | 5,527 | $2.87M | 0.03% | +136+2.5% | Added |
| Ossiam | 5,519 | $2.87M | 0.06% | −5,631−50.5% | Reduced |
| Oppenheimer & Co Inc | 5,499 | $2.86M | 0.04% | −68−1.2% | Reduced |
| Camden National Bank | 5,494 | $2.86M | 0.41% | −57−1.0% | Reduced |
| Virtu Financial LLC | 5,438 | $2.83M | 0.16% | +5,438 | New |
| Stock Yards Bank & Trust Co | 5,415 | $2.82M | 0.09% | −935−14.7% | Reduced |
| Evergreen Wealth Management, LLC | 5,353 | $2.78M | 1.67% | +1,418+36.0% | Added |
| Greenfield Savings Bank | 5,331 | $2.77M | 1.31% | −8−0.1% | Reduced |
| Keudell/Morrison Wealth Management | 5,295 | $2.75M | 0.75% | +14+0.3% | Added |
| Harbert Fund Advisors, Inc. | 5,250 | $2.73M | 2.20% | −500−8.7% | Reduced |
| Group One Trading, L.P. | 5,234 | $2.72M | 0.11% | +5,234 | New |
| Legacy Trust | 5,231 | $2.72M | 0.62% | +17+0.3% | Added |
| AIA Group Ltd | 5,204 | $2.71M | 0.07% | +642+14.1% | Added |
| Unique Wealth Strategies, LLC | 5,192 | $2.70M | 1.16% | −10−0.2% | Reduced |
| Raymond James Trust N.A. | 5,180 | $2.69M | 0.06% | +195+3.9% | Added |
| Castellan Group, LLC | 5,169 | $2.69M | 1.13% | −246−4.5% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 5,100 | $2.65M | 0.03% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 5,081 | $2.64M | 0.28% | +5,081 | New |
| Community Bank, N.A. | 5,035 | $2.62M | 0.33% | −10−0.2% | Reduced |
| Eisler Capital (UK) Ltd. | 5,030 | $2.62M | 0.62% | +1,155+29.8% | Added |
| Accurate Wealth Management, LLC | 5,350 | $2.59M | 0.52% | −301−5.3% | Reduced |
| Narwhal Capital Management | 4,925 | $2.56M | 0.23% | −3,253−39.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 4,923 | $2.56M | 0.01% | +4,044+460.1% | Added |
| Delta Capital Management LLC | 4,920 | $2.56M | 1.47% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 4,900 | $2.55M | 0.24% | −1,924−28.2% | Reduced |
| Harfst & Associates, Inc. | 4,894 | $2.54M | 0.57% | +341+7.5% | Added |
| Legato Capital Management LLC | 4,854 | $2.52M | 0.31% | +1,132+30.4% | Added |
| Intrust Bank NA | 4,838 | $2.52M | 0.25% | −3−0.1% | Reduced |
| Oak Associates, Ltd | 4,833 | $2.51M | 0.17% | 00.0% | Unchanged |
| Bangor Savings Bank | 4,832 | $2.51M | 0.24% | −184−3.7% | Reduced |
| Malaga Cove Capital, LLC | 4,831 | $2.51M | 1.01% | +28+0.6% | Added |
| Scholtz & Company, LLC | 4,827 | $2.51M | 1.18% | +30+0.6% | Added |
| Old National Bancorp | 4,813 | $2.50M | 0.06% | +74+1.6% | Added |
| Headlands Technologies LLC | 4,809 | $2.50M | 0.29% | +1,065+28.4% | Added |
| Moody National Bank Trust Division | 4,795 | $2.49M | 0.27% | +631+15.2% | Added |
| Lakeview Capital Partners, LLC | 4,785 | $2.49M | 0.40% | −202−4.1% | Reduced |
| Cetera Trust Company, N.A | 4,686 | $2.44M | 1.49% | −120−2.5% | Reduced |
| Avitas Wealth Management LLC | 4,674 | $2.43M | 0.34% | +67+1.5% | Added |
| Lido Advisors, LLC | 4,669 | $2.43M | 0.02% | +515+12.4% | Added |
| Gluskin Sheff & Assoc Inc | 4,629 | $2.41M | 0.28% | −398−7.9% | Reduced |
| Stonebridge Capital Advisors LLC | 4,621 | $2.40M | 0.20% | −61−1.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,584 | $2.38M | 0.03% | +60+1.3% | Added |
| Bryn Mawr Trust Co | 4,571 | $2.38M | 0.04% | +4,571 | New |
| Atlas Capital Advisors LLC | 4,555 | $2.37M | 0.36% | +308+7.3% | Added |
| Pettyjohn, Wood & White, Inc | 4,547 | $2.36M | 0.44% | −51−1.1% | Reduced |
| Bragg Financial Advisors, Inc | 4,518 | $2.35M | 0.10% | −48−1.1% | Reduced |
| Csenge Advisory Group | 4,660 | $2.34M | 0.12% | +592+14.6% | Added |
| IMA Wealth, Inc. | 4,497 | $2.34M | 0.51% | −175−3.7% | Reduced |
| Heritage Wealth Advisors | 4,473 | $2.33M | 0.11% | +10.0% | Added |
| Signaturefd, LLC | 4,454 | $2.32M | 0.04% | −165−3.6% | Reduced |
| Paralel Advisors LLC | 4,403 | $2.29M | 0.10% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 4,384 | $2.28M | 0.55% | +139+3.3% | Added |
| Regions Financial Corp | 4,378 | $2.28M | 0.02% | −116−2.6% | Reduced |
| Sabal Trust CO | 4,367 | $2.27M | 0.12% | +4+0.1% | Added |
| Maia Wealth LLC | 5,385 | $2.26M | 0.56% | +1,079+25.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,319 | $2.25M | 0.09% | +9+0.2% | Added |
| Carrera Capital Advisors | 4,316 | $2.24M | 0.55% | +528+13.9% | Added |
| Allen Investment Management LLC | 4,310 | $2.24M | 0.03% | −911−17.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 4,284 | $2.23M | 0.06% | +579+15.6% | Added |
| Walleye Capital LLC | 4,270 | $2.22M | 0.02% | +4,060+1,933.3% | Added |
| Sapient Capital LLC | 4,252 | $2.21M | 0.04% | −132−3.0% | Reduced |
| Barden Capital Management, Inc. | 4,251 | $2.21M | 1.94% | +98+2.4% | Added |
| Hofer & Associates. Inc | 4,245 | $2.21M | 1.52% | −84−1.9% | Reduced |
| Global Retirement Partners, LLC | 4,189 | $2.18M | 0.07% | +338+8.8% | Added |
| Two Sigma Securities, LLC | 4,176 | $2.17M | 0.17% | +1,291+44.7% | Added |
| Los Angeles Capital Management LLC | 4,161 | $2.16M | 0.01% | −86,628−95.4% | Reduced |
| Alpine Woods Capital Investors, LLC | 5,082 | $2.16M | 0.38% | −10−0.2% | Reduced |
| Essex Financial Services, Inc. | 5,111 | $2.15M | 0.15% | −232−4.3% | Reduced |
| Tufton Capital Management | 4,124 | $2.14M | 0.40% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4,186 | $2.13M | 0.05% | +490+13.3% | Added |
| Horizon Investment Services, LLC | 4,097 | $2.13M | 0.91% | −316−7.2% | Reduced |
| Lederer & Associates Investment Counsel | 4,088 | $2.13M | 1.50% | −10−0.2% | Reduced |
| Vista Investment Management | 4,082 | $2.12M | 0.80% | +3+0.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,064 | $2.11M | 0.81% | +99+2.5% | Added |
| AMG National Trust Bank | 4,059 | $2.11M | 0.06% | −10.0% | Reduced |
| Great Valley Advisor Group, Inc. | 4,039 | $2.10M | 0.05% | −67−1.6% | Reduced |
| Meeder Advisory Services, Inc. | 4,037 | $2.10M | 0.14% | −11−0.3% | Reduced |
| DB Fitzpatrick & Co, Inc | 4,035 | $2.10M | 1.84% | +305+8.2% | Added |
| Intellectus Partners, LLC | 4,020 | $2.09M | 0.53% | −160−3.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,012 | $2.09M | 0.28% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 4,010 | $2.09M | 0.20% | +35+0.9% | Added |
| Alpha DNA Investment Management LLC | 4,010 | $2.09M | 1.14% | +232+6.1% | Added |
| Zurich Insurance Group Ltd | 4,000 | $2.08M | 0.02% | 00.0% | Unchanged |
| Ally Financial Inc. | 4,000 | $2.08M | 0.25% | +2,000+100.0% | Added |
| Valeo Financial Advisors, LLC | 3,973 | $2.07M | 0.06% | −717−15.3% | Reduced |