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 |
|---|---|---|---|---|---|
| Granite Harbor Advisors, Inc. | 3,971 | $2.06M | 1.20% | +48+1.2% | Added |
| AE Wealth Management LLC | 3,956 | $2.06M | 0.02% | −1,249−24.0% | Reduced |
| Advisory Services Network, LLC | 3,778 | $2.05M | 0.04% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,933 | $2.05M | 0.20% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 3,862 | $2.01M | 0.43% | +3,862 | New |
| Profund Advisors LLC | 3,842 | $2.00M | 0.08% | +309+8.7% | Added |
| Peoples Bank | 3,824 | $1.99M | 1.33% | 00.0% | Unchanged |
| Alps Advisors Inc | 3,815 | $1.98M | 0.01% | −4,257−52.7% | Reduced |
| Parallel Advisors, LLC | 3,814 | $1.98M | 0.05% | −106−2.7% | Reduced |
| Horizon Investments, LLC | 3,812 | $1.98M | 0.05% | +1,364+55.7% | Added |
| FRG Family Wealth Advisors LLC | 3,810 | $1.98M | 0.35% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 3,794 | $1.97M | 0.14% | −125−3.2% | Reduced |
| Integrated Wealth Concepts LLC | 3,756 | $1.95M | 0.02% | +114+3.1% | Added |
| Chesley Taft & Associates LLC | 3,749 | $1.95M | 0.09% | 00.0% | Unchanged |
| Oak Thistle LLC | 3,744 | $1.95M | 0.63% | +3,744 | New |
| HF Advisory Group, LLC | 3,731 | $1.94M | 0.90% | +415+12.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,715 | $1.93M | 0.40% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 3,695 | $1.92M | 0.54% | +47+1.3% | Added |
| Qtron Investments LLC | 3,694 | $1.92M | 0.26% | 00.0% | Unchanged |
| Syon Capital LLC | 3,649 | $1.90M | 0.17% | +13+0.4% | Added |
| Cohen Klingenstein LLC | 3,600 | $1.87M | 0.07% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 3,545 | $1.84M | 0.05% | +469+15.2% | Added |
| National Asset Management, Inc. | 3,571 | $1.84M | 0.05% | −411−10.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,535 | $1.84M | 0.10% | +149+4.4% | Added |
| Twin City Private Wealth, LLC | 3,532 | $1.84M | 1.59% | +163+4.8% | Added |
| Kornitzer Capital Management Inc | 3,495 | $1.82M | 0.03% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 3,474 | $1.81M | 0.05% | −311−8.2% | Reduced |
| Archford Capital Strategies, LLC | 3,472 | $1.77M | 0.27% | +117+3.5% | Added |
| GTS Securities LLC | 3,397 | $1.77M | 0.04% | +2,194+182.4% | Added |
| Brighton Jones LLC | 3,352 | $1.74M | 0.07% | −643−16.1% | Reduced |
| ISAM Funds (UK) Ltd | 3,352 | $1.74M | 0.99% | +2,119+171.9% | Added |
| Belpointe Asset Management LLC | 3,347 | $1.74M | 0.10% | −444−11.7% | Reduced |
| Freedom Day Solutions, LLC | 3,335 | $1.73M | 0.54% | +43+1.3% | Added |
| SpiderRock Advisors, LLC | 3,297 | $1.71M | 0.04% | +668+25.4% | Added |
| Souders Financial Advisors | 3,293 | $1.71M | 0.24% | −10.0% | Reduced |
| Haverford Trust Co | 3,290 | $1.71M | 0.02% | +13+0.4% | Added |
| Warren Averett Asset Management, LLC | 3,277 | $1.70M | 0.03% | +133+4.2% | Added |
| Ritholtz Wealth Management | 3,277 | $1.70M | 0.05% | −1,192−26.7% | Reduced |
| Fidelis Capital Partners, LLC | 4,051 | $1.68M | 0.20% | +499+14.0% | Added |
| Merit Financial Group, LLC | 3,226 | $1.68M | 0.04% | −318−9.0% | Reduced |
| Sentry LLC | 3,209 | $1.67M | 0.32% | +30+0.9% | Added |
| Lake Street Advisors Group, LLC | 3,172 | $1.65M | 0.08% | −24−0.8% | Reduced |
| Knollwood Investment Advisory, LLC | 3,164 | $1.65M | 0.18% | −643−16.9% | Reduced |
| Verdad Advisers, LP | 3,134 | $1.63M | 2.18% | +119+3.9% | Added |
| Wealth Architects, LLC | 3,124 | $1.62M | 0.18% | +7+0.2% | Added |
| Nomura Holdings Inc | 3,101 | $1.61M | 0.01% | −2,993−49.1% | Reduced |
| GAMMA Investing LLC | 3,098 | $1.61M | 0.16% | +502+19.3% | Added |
| Insight Wealth Strategies, LLC | 3,083 | $1.60M | 0.21% | +62+2.1% | Added |
| Capstone Investment Advisors, LLC | 3,073 | $1.60M | 0.03% | +583+23.4% | Added |
| Pensionfund Sabic | 3,050 | $1.59M | 0.50% | −500−14.1% | Reduced |
| Rehmann Capital Advisory Group | 2,997 | $1.57M | 0.10% | +317+11.8% | Added |
| Institute for Wealth Management, LLC. | 2,996 | $1.56M | 0.20% | −33−1.1% | Reduced |
| Wedbush Securities Inc | 2,996 | $1.56M | 0.06% | −835−21.8% | Reduced |
| Foresight Global Investors, Inc. | 2,995 | $1.56M | 0.84% | +350+13.2% | Added |
| TD Private Client Wealth LLC | 2,994 | $1.56M | 0.04% | +129+4.5% | Added |
| APG Asset Management US Inc. | 3,040 | $1.55M | 0.01% | −38,368−92.7% | Reduced |
| Brevan Howard Capital Management LP | 2,980 | $1.55M | 0.07% | −7,485−71.5% | Reduced |
| Ronald Blue Trust, Inc. | 2,836 | $1.54M | 0.02% | +765+36.9% | Added |
| Pinnacle Financial Partners Inc | 2,945 | $1.53M | 0.03% | +47+1.6% | Added |
| Westpac Banking Corp | 2,943 | $1.53M | 0.10% | +161+5.8% | Added |
| Pinnacle Associates Ltd | 3,228 | $1.52M | 0.03% | −808−20.0% | Reduced |
| Cape Investment Advisory, Inc. | 2,896 | $1.51M | 0.61% | +35+1.2% | Added |
| Cunning Capital Partners, LP | 2,880 | $1.50M | 0.79% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2,870 | $1.49M | 0.10% | −35−1.2% | Reduced |
| Oxford Wealth Group, LLC | 2,863 | $1.49M | 1.21% | −1,005−26.0% | Reduced |
| Churchill Management Corp | 2,851 | $1.48M | 0.02% | −105−3.6% | Reduced |
| Forum Financial Management, LP | 2,826 | $1.47M | 0.02% | +117+4.3% | Added |
| Searle & Co. | 2,826 | $1.47M | 0.37% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 2,819 | $1.47M | 0.25% | +1,287+84.0% | Added |
| Mission Creek Capital Partners, Inc. | 2,808 | $1.46M | 0.34% | +99+3.7% | Added |
| Golden State Equity Partners | 2,806 | $1.46M | 0.23% | +31+1.1% | Added |
| King Wealth | 2,793 | $1.45M | 0.23% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 2,787 | $1.45M | 0.07% | −1,049−27.3% | Reduced |
| HighPoint Advisor Group LLC | 3,469 | $1.44M | 0.08% | +26+0.8% | Added |
| Power Wealth Management LLC | 2,757 | $1.43M | 0.61% | +294+11.9% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,741 | $1.43M | 0.18% | −128−4.5% | Reduced |
| Thoroughbred Financial Services, LLC | 2,740 | $1.43M | 0.09% | +24+0.9% | Added |
| Robertson Stephens Wealth Management, LLC | 2,738 | $1.42M | 0.05% | −70−2.5% | Reduced |
| Graypoint LLC | 2,731 | $1.42M | 0.09% | +256+10.3% | Added |
| Copperleaf Capital, LLC | 2,724 | $1.42M | 1.08% | −49−1.8% | Reduced |
| Insight Inv LLC | 2,713 | $1.41M | 1.18% | −32−1.2% | Reduced |
| Trust Asset Management LLC | 2,711 | $1.41M | 0.11% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 2,710 | $1.41M | 0.66% | +208+8.3% | Added |
| Western Wealth Management, LLC | 2,700 | $1.40M | 0.08% | +1,788+196.1% | Added |
| Snowden Capital Advisors LLC | 2,697 | $1.40M | 0.04% | −7−0.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,677 | $1.39M | 0.15% | −102−3.7% | Reduced |
| Citizens Financial Group Inc | 2,664 | $1.39M | 0.03% | +328+14.0% | Added |
| We Are One Seven, LLC | 2,661 | $1.38M | 0.06% | −79−2.9% | Reduced |
| Fiduciary Trust Co | 2,655 | $1.38M | 0.02% | +586+28.3% | Added |
| Machina Capital S.A.S. | 2,639 | $1.37M | 0.55% | +2,639 | New |
| First Business Financial Services, Inc. | 2,635 | $1.37M | 0.14% | +150+6.0% | Added |
| Checchi Capital Advisers, LLC | 2,591 | $1.35M | 0.10% | −41−1.6% | Reduced |
| Trueblood Wealth Management, LLC | 2,577 | $1.34M | 0.67% | +106+4.3% | Added |
| Acropolis Investment Management, LLC | 2,570 | $1.34M | 0.08% | −27−1.0% | Reduced |
| Principle Wealth Partners LLC | 2,554 | $1.33M | 0.09% | 00.0% | Unchanged |
| Matisse Capital | 2,550 | $1.33M | 0.64% | 00.0% | Unchanged |
| Proequities, Inc. | 2,546 | $1.32M | 0.08% | +1,422+126.5% | Added |
| FSB Premier Wealth Management, Inc. | 2,515 | $1.31M | 0.54% | +601+31.4% | Added |
| Hancock Whitney Corp | 2,509 | $1.30M | 0.04% | −940−27.3% | Reduced |
| HighVista Strategies LLC | 2,500 | $1.30M | 0.45% | +2,500 | New |