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Livermore
ZHEN

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, Q4 2024

Institutional positions in Elevance Health, Inc. as of Dec 31, 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
1,609
−62 vs. Q3 2024
Shares held
208.0M
+1.47M (+0.7%) vs. Q3 2024
Total value
$76.5B
−$30.4B (−28.4%) vs. Q3 2024
New holders
223
473 more added
Sold out
285
737 more reduced

32 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 1,609 institutions
Q1 2021: 1,215 institutionsQ2 2021: 1,239 institutionsQ3 2021: 1,221 institutionsQ4 2021: 1,375 institutionsQ1 2022: 1,424 institutionsQ2 2022: 1,444 institutionsQ3 2022: 1,449 institutionsQ4 2022: 1,551 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,673 institutionsQ2 2024: 1,713 institutionsQ3 2024: 1,703 institutionsQ4 2024: 1,609 institutionsQ1 2025: 1,667 institutionsQ2 2025: 1,596 institutionsQ3 2025: 1,512 institutionsQ4 2025: 1,557 institutionsQ1 2026: 1,473 institutionsQ2 2026: 1,615 institutions
Value heldQ4 2024: $76.5B
Q1 2021: $78.2BQ2 2021: $82.8BQ3 2021: $80.6BQ4 2021: $99.3BQ1 2022: $105.7BQ2 2022: $103.2BQ3 2022: $97.0BQ4 2022: $108.8BQ1 2023: $96.9BQ2 2023: $93.1BQ3 2023: $90.8BQ4 2023: $98.1BQ1 2024: $107.7BQ2 2024: $112.7BQ3 2024: $107.2BQ4 2024: $76.5BQ1 2025: $88.6BQ2 2025: $79.7BQ3 2025: $63.3BQ4 2025: $71.0BQ1 2026: $57.1BQ2 2026: $76.8B
Institutions holding ELV and their total value by quarter
QuarterHoldersValue
Q2 20261,615$76.8B
Q1 20261,473$57.1B
Q4 20251,557$71.0B
Q3 20251,512$63.3B
Q2 20251,596$79.7B
Q1 20251,667$88.6B
Q4 20241,609$76.5B
Q3 20241,703$107.2B
Q2 20241,713$112.7B
Q1 20241,673$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,551$108.8B
Q3 20221,449$97.0B
Q2 20221,444$103.2B
Q1 20221,424$105.7B
Q4 20211,375$99.3B
Q3 20211,221$80.6B
Q2 20211,239$82.8B
Q1 20211,215$78.2B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q3 2024.

Institutions holding ELV in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
ZRC Wealth Management, LLC0$90.00%0Unchanged
REAP Financial Group, LLC1$1840.00%+1New
Parallax Volatility Advisers, L.P.1$3690.00%−4,283−100.0%Reduced
Decker Retirement Planning Inc.1$3690.00%+1New
MPWM Advisory Solutions, LLC1$3690.00%+1New
Chesapeake Asset Management LLC2$7370.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.2$7380.00%−3−60.0%Reduced
Financial Gravity Companies, Inc.2$7380.00%+2New
JCIC Asset Management Inc.2$7380.00%+2New
Activest Wealth Management2$7380.00%+2New
Sugar Maple Asset Management, LLC2$7380.00%+2New
Beacon Capital Management, LLC2$7430.00%−16−88.9%Reduced
Picton Mahoney Asset Management2$1.00K0.00%00.0%Unchanged
Sachetta, LLC3$1.11K0.00%−24−88.9%Reduced
Chilton Capital Management LLC3$1.11K0.00%−19−86.4%Reduced
WestEnd Advisors, LLC3$1.11K0.00%00.0%Unchanged
SWAN Capital LLC3$1.11K0.00%+3New
Parkworth Wealth Management, Inc.3$1.11K0.00%+3New
New Wave Wealth Advisors LLC3$1.11K0.00%+3New
Menard Financial Group LLC4$1.48K0.00%+4New
Bellwether Advisors, LLC4$1.48K0.00%+4New
Evelyn Partners Asset Management Ltd4$1.48K0.00%+4New
Winnow Wealth LLC5$1.81K0.00%+5New
Riverview Trust Co5$1.84K0.00%−121−96.0%Reduced
Raelipskie Partnership5$1.84K0.00%−45−90.0%Reduced
JNBA Financial Advisors5$1.84K0.00%00.0%Unchanged
Horizon Financial Services, LLC5$1.84K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.5$1.84K0.00%+5New
CBIZ Investment Advisory Services, LLC5$1.84K0.00%+5New
Transce3nd, LLC5$1.84K0.00%+5New
Frazier Financial Advisors, LLC5$1.88K0.00%00.0%Unchanged
Clal Insurance Enterprises Holdings Ltd6$2.00K0.00%+6New
Capital & Planning, LLC6$2.21K0.00%+6New
Valued Wealth Advisors LLC6$2.23K0.00%−36−85.7%Reduced
True Wealth Design, LLC6$2.30K0.00%−1−14.3%Reduced
Cornerstone Planning Group LLC6$2.47K0.00%−15−71.4%Reduced
Caldwell Sutter Capital, Inc.7$2.58K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC7$2.58K0.00%00.0%Unchanged
Global Wealth Strategies & Associates7$2.58K0.00%00.0%Unchanged
Fairscale Capital, LLC7$2.58K0.00%00.0%Unchanged
PayPay Securities Corp7$2.58K0.11%+7New
Principia Wealth Advisory, LLC7$2.58K0.00%+7New
Hoey Investments, Inc7$2.58K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC7$2.59K0.00%−4−36.4%Reduced
SOA Wealth Advisors, LLC.7$2.61K0.00%−2−22.2%Reduced
NVWM, LLC8$2.95K0.00%−1,088−99.3%Reduced
ESL Trust Services, LLC8$2.95K0.00%00.0%Unchanged
Pineridge Advisors LLC8$2.95K0.00%+2+33.3%Added
Bay Harbor Wealth Management, LLC8$2.95K0.00%+3+60.0%Added
Quest 10 Wealth Builders, Inc.8$2.95K0.00%+8New
Carolina Wealth Advisors, LLC9$3.32K0.00%00.0%Unchanged
South Plains Financial, Inc.9$3.32K0.00%+9New
New Millennium Group LLC9$3.40K0.00%00.0%Unchanged
Operose Advisors LLC10$3.69K0.00%−118−92.2%Reduced
Darwin Advisors, LLC10$3.69K0.00%00.0%Unchanged
Highline Wealth Partners LLC10$3.70K0.00%+5+100.0%Added
Criterion Capital Advisors, LLC7$3.79K0.00%00.0%Unchanged
FLP Wealth Management, LLC11$4.22K0.01%+11New
CoreFirst Bank & Trust12$4.43K0.00%00.0%Unchanged
Rakuten Securities, Inc.12$4.43K0.00%+10+500.0%Added
Clark Wealth Partners12$4.43K0.00%+12New
FSA Wealth Management LLC13$4.80K0.00%00.0%Unchanged
Fortis Group Advisors, LLC13$4.80K0.00%00.0%Unchanged
Catherine Avery Investment Management LLC13$4.80K0.00%+13New
Morton Brown Family Wealth, LLC14$5.17K0.00%00.0%Unchanged
UMA Financial Services, Inc.14$5.17K0.00%+14New
Sierra Ocean, LLC14$5.19K0.00%+14New
Richardson Financial Services Inc.15$5.53K0.00%−1−6.3%Reduced
Wolff Wiese Magana LLC15$5.53K0.00%−15−50.0%Reduced
NewSquare Capital LLC15$5.53K0.00%+15New
Dunhill Financial, LLC16$5.74K0.00%−55−77.5%Reduced
WR Wealth Planners, LLC16$5.90K0.00%−6−27.3%Reduced
Mark Sheptoff Financial Planning, LLC16$5.90K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC16$5.90K0.00%00.0%Unchanged
TFC Financial Management16$5.91K0.00%+11+220.0%Added
POM Investment Strategies, LLC17$6.27K0.00%+13+325.0%Added
Lummis Asset Management, LP18$6.64K0.01%00.0%Unchanged
Aventura Private Wealth, LLC18$6.64K0.00%+18New
Avion Wealth20$7.00K0.00%−11−35.5%Reduced
Hazlett, Burt & Watson, Inc.18$7.00K0.00%−10−35.7%Reduced
High Note Wealth, LLC19$7.01K0.00%+19New
Synergy Investment Management, LLC19$7.01K0.00%+19New
Compass Planning Associates Inc19$7.08K0.01%+19New
LFA - Lugano Financial Advisors SA20$7.38K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc20$7.38K0.00%+4+25.0%Added
Redwood Park Advisors LLC20$7.38K0.01%+20New
Legacy Investment Solutions, LLC20$7.83K0.01%+18+900.0%Added
Legacy Wealth Managment, LLC20$7.83K0.01%+18+900.0%Added
Crewe Advisors LLC22$8.12K0.00%−13−37.1%Reduced
First United Bank Trust22$8.12K0.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp23$8.48K0.01%+23New
CNB Bank24$8.85K0.00%00.0%Unchanged
Whipplewood Advisors, LLC24$8.85K0.01%+24New
WPG Advisers, LLC24$8.85K0.01%+24New
Rosenberg Matthew Hamilton25$9.22K0.00%−134−84.3%Reduced
Private Wealth Management Group, LLC25$9.22K0.00%−69−73.4%Reduced
Northwest Capital Management Inc26$9.59K0.00%00.0%Unchanged
Caitlin John, LLC27$9.96K0.01%00.0%Unchanged
Tortoise Investment Management, LLC28$10.3K0.00%00.0%Unchanged
Aspect Partners, LLC30$11.1K0.01%−1−3.2%Reduced