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 |
|---|---|---|---|---|---|
| EHP Funds Inc. | 2,500 | $1.30M | 0.91% | +2,500 | New |
| Ami Investment Management Inc | 2,488 | $1.29M | 0.44% | +2,488 | New |
| WESPAC Advisors SoCal, LLC | 2,481 | $1.29M | 0.30% | +435+21.3% | Added |
| Umb Bank N A | 2,479 | $1.29M | 0.02% | −167−6.3% | Reduced |
| TriaGen Wealth Management LLC | 2,465 | $1.28M | 0.43% | +2,465 | New |
| Empower Advisory Group, LLC | 2,455 | $1.28M | 0.00% | −136−5.2% | Reduced |
| Benchmark Investment Advisors LLC | 2,454 | $1.28M | 0.91% | +81+3.4% | Added |
| Richwood Investment Advisors, LLC | 2,454 | $1.28M | 1.06% | −35−1.4% | Reduced |
| Concord Wealth Partners | 2,445 | $1.27M | 0.21% | +208+9.3% | Added |
| Patton Albertson Miller Group, LLC | 2,427 | $1.26M | 0.17% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 2,416 | $1.26M | 0.27% | −34−1.4% | Reduced |
| First National Bank of Hutchinson | 2,416 | $1.26M | 0.81% | +221+10.1% | Added |
| Ocean Capital Management, LLC | 2,407 | $1.25M | 0.29% | +2,407 | New |
| Shelton Capital Management | 2,399 | $1.25M | 0.03% | +1,009+72.6% | Added |
| Cigna Investments Inc | 2,390 | $1.24M | 0.22% | −17−0.7% | Reduced |
| 9258 Wealth Management, LLC | 2,389 | $1.24M | 0.18% | −48−2.0% | Reduced |
| Sigma Planning Corp | 2,385 | $1.24M | 0.04% | +109+4.8% | Added |
| Professional Financial Advisors, LLC | 2,380 | $1.24M | 0.32% | +2,380 | New |
| Ameritas Investment Partners, Inc. | 2,349 | $1.22M | 0.04% | −97−4.0% | Reduced |
| Vestor Capital, LLC | 2,346 | $1.22M | 0.10% | +650+38.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,345 | $1.22M | 0.12% | −133−5.4% | Reduced |
| SeaCrest Wealth Management, LLC | 2,336 | $1.21M | 0.13% | +41+1.8% | Added |
| Financial Security Advisor, Inc. | 2,324 | $1.21M | 0.30% | +2+0.1% | Added |
| Quest Partners LLC | 2,319 | $1.21M | 0.11% | +1,550+201.6% | Added |
| DGS Capital Management, LLC | 2,316 | $1.20M | 0.33% | +58+2.6% | Added |
| Fortem Financial Group, LLC | 2,311 | $1.20M | 0.49% | −192−7.7% | Reduced |
| Ballentine Partners, LLC | 2,302 | $1.20M | 0.02% | −345−13.0% | Reduced |
| Simplicity Wealth,LLC | 2,300 | $1.20M | 0.11% | −22,607−90.8% | Reduced |
| RFG Advisory, LLC | 2,299 | $1.20M | 0.04% | +232+11.2% | Added |
| RMB Capital Management, LLC | 2,296 | $1.19M | 0.03% | −270−10.5% | Reduced |
| Wolverine Asset Management LLC | 2,295 | $1.19M | 0.02% | −1,077−31.9% | Reduced |
| Quadrant Capital Group LLC | 2,290 | $1.19M | 0.08% | −48−2.1% | Reduced |
| CWM Advisors, LLC | 2,276 | $1.18M | 0.12% | −1,432−38.6% | Reduced |
| Meeder Asset Management Inc | 2,269 | $1.18M | 0.08% | −42,761−95.0% | Reduced |
| 44 Wealth Management LLC | 2,835 | $1.18M | 0.41% | +2,835 | New |
| 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 |
| Donaldson Capital Management, LLC | 2,260 | $1.17M | 0.05% | −4,210−65.1% | Reduced |
| Pitcairn Co | 2,257 | $1.17M | 0.07% | −472−17.3% | Reduced |
| Stableford Capital II LLC | 2,329 | $1.17M | 0.47% | −3−0.1% | Reduced |
| Prelude Capital Management, LLC | 2,245 | $1.17M | 0.09% | +2,245 | New |
| WSFS Capital Management, LLC | 2,242 | $1.17M | 0.06% | −42−1.8% | Reduced |
| Perigon Wealth Management, LLC | 2,229 | $1.16M | 0.03% | −45−2.0% | Reduced |
| Buckley Wealth Management, LLC | 2,225 | $1.16M | 0.36% | +12+0.5% | Added |
| Fortis Capital Advisors, LLC | 2,223 | $1.16M | 0.39% | −491−18.1% | Reduced |
| Wedmont Private Capital | 2,348 | $1.16M | 0.07% | +265+12.7% | Added |
| PGGM Investments | 2,215 | $1.15M | 0.01% | −104−4.5% | Reduced |
| Pure Financial Advisors, Inc. | 2,215 | $1.15M | 0.03% | +12+0.5% | Added |
| Smartleaf Asset Management LLC | 2,195 | $1.15M | 0.14% | +270+14.0% | Added |
| Fifth Third Wealth Advisors LLC | 2,206 | $1.15M | 0.07% | +39+1.8% | Added |
| Romano Brothers and Company | 2,200 | $1.14M | 0.14% | 00.0% | Unchanged |
| Roundview Capital LLC | 2,168 | $1.13M | 0.08% | +7+0.3% | Added |
| Alaska Permanent Fund Corp | 2,164 | $1.13M | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,156 | $1.12M | 0.00% | −4,695−68.5% | Reduced |
| Daymark Wealth Partners, LLC | 2,150 | $1.12M | 0.05% | +30+1.4% | Added |
| Congress Wealth Management LLC | 2,149 | $1.12M | 0.01% | +443+26.0% | Added |
| Modern Wealth Management, LLC | 2,139 | $1.11M | 0.07% | −645−23.2% | Reduced |
| Nilsine Partners, LLC | 2,136 | $1.11M | 0.14% | −128−5.7% | Reduced |
| Ameritas Advisory Services, LLC | 2,135 | $1.11M | 0.05% | −10.0% | Reduced |
| Mission Wealth Management, LP | 2,121 | $1.10M | 0.03% | +7+0.3% | Added |
| Vise Technologies, Inc. | 2,117 | $1.10M | 0.14% | +484+29.6% | Added |
| 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 |
| USA Financial Portformulas Corp | 2,093 | $1.09M | 0.17% | −470−18.3% | Reduced |
| La Banque Postale Asset Management SA | 2,091 | $1.09M | 0.02% | −1,921−47.9% | Reduced |
| Balentine LLC | 2,083 | $1.08M | 0.04% | +1,506+261.0% | Added |
| NorthRock Partners, LLC | 2,078 | $1.08M | 0.04% | +45+2.2% | Added |
| Cidel Asset Management Inc | 2,060 | $1.07M | 0.08% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,057 | $1.07M | 0.03% | −32−1.5% | Reduced |
| EP Wealth Advisors, LLC | 2,042 | $1.06M | 0.01% | +160+8.5% | Added |
| Chicago Capital, LLC | 2,024 | $1.05M | 0.03% | −12−0.6% | Reduced |
| Concord Asset Management, LLC | 2,013 | $1.05M | 0.24% | +210+11.6% | Added |
| Pacific Global Investment Management CO | 2,009 | $1.04M | 0.19% | −48−2.3% | 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 |
| Moors & Cabot, Inc. | 1,998 | $1.04M | 0.05% | −9−0.4% | Reduced |
| Willner & Heller, LLC | 1,997 | $1.04M | 0.93% | +6+0.3% | Added |
| 1st Source Bank | 1,976 | $1.03M | 0.06% | −110−5.3% | Reduced |
| Seeds Investor LLC | 1,972 | $1.03M | 0.38% | −67−3.3% | Reduced |
| 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 |
| Silver Oak Securities, Inc | 1,961 | $1.02M | 0.11% | +1,741+791.4% | Added |
| Austin Private Wealth, LLC | 1,967 | $1.02M | 0.10% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 1,967 | $1.02M | 0.34% | −169−7.9% | Reduced |
| Taylor Financial Group, Inc. | 1,965 | $1.02M | 0.71% | −100−4.8% | Reduced |
| Financial Counselors Inc | 1,953 | $1.02M | 0.02% | +51+2.7% | Added |
| Old Point Trust & Financial Services N A | 1,947 | $1.01M | 0.36% | +265+15.8% | Added |
| Northern Financial Advisors Inc | 1,910 | $993.2K | 0.75% | −55−2.8% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 1,906 | $991.1K | 0.03% | −7−0.4% | Reduced |
| Sanders Morris Harris LLC | 1,900 | $988.0K | 0.16% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,897 | $986.4K | 0.10% | −33−1.7% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 1,894 | $985.0K | 0.04% | 00.0% | Unchanged |
| Delphi Management Inc | 1,893 | $984.0K | 0.89% | −219−10.4% | Reduced |
| Apella Capital, LLC | 1,936 | $978.1K | 0.04% | +8+0.4% | Added |
| Erste Asset Management GmbH | 1,868 | $977.8K | 0.01% | +145+8.4% | Added |
| Procyon Private Wealth Partners, LLC | 1,878 | $977.2K | 0.07% | +1+0.1% | Added |
| Kirtland Hills Capital Management, LLC | 1,870 | $972.4K | 0.54% | −57−3.0% | Reduced |
| Garde Capital, Inc. | 1,856 | $965.0K | 0.06% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 1,850 | $962.2K | 0.13% | −14−0.8% | Reduced |
| Bremer Bank National Association | 1,849 | $961.5K | 0.18% | −19−1.0% | Reduced |