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
- −61 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
- 284
- 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.
| 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 | 1,703 | $107.2B |
| Q2 2024 | 1,713 | $112.7B |
| Q1 2024 | 1,673 | $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 | 1,551 | $108.8B |
| Q3 2022 | 1,449 | $97.0B |
| Q2 2022 | 1,444 | $103.2B |
| Q1 2022 | 1,424 | $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, Q4 2024
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Peoples Bank | 3,694 | $1.36M | 0.94% | −130−3.4% | Reduced |
| Syon Capital LLC | 3,698 | $1.36M | 0.12% | +49+1.3% | Added |
| Mirabella Financial Services LLP | 3,703 | $1.36M | 0.12% | +3,703 | New |
| Global Retirement Partners, LLC | 3,708 | $1.37M | 0.04% | −481−11.5% | Reduced |
| Bryn Mawr Trust Co | 3,713 | $1.37M | 0.02% | −858−18.8% | Reduced |
| Chesley Taft & Associates LLC | 3,749 | $1.38M | 0.06% | 00.0% | Unchanged |
| Alps Advisors Inc | 3,803 | $1.40M | 0.01% | −12−0.3% | Reduced |
| FRG Family Wealth Advisors LLC | 3,810 | $1.41M | 0.26% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 3,844 | $1.42M | 0.55% | +948+32.7% | Added |
| Meeder Advisory Services, Inc. | 3,845 | $1.42M | 0.09% | −192−4.8% | Reduced |
| Horizon Investments, LLC | 3,852 | $1.42M | 0.04% | +40+1.0% | Added |
| Bleakley Financial Group, LLC | 3,856 | $1.42M | 0.04% | −1,961−33.7% | Reduced |
| Inceptionr LLC | 3,885 | $1.43M | 0.32% | +2,562+193.7% | Added |
| Eisler Capital Management Ltd. | 3,929 | $1.43M | 0.05% | +3,929 | New |
| Smith, Moore & Co. | 3,902 | $1.44M | 0.13% | −31−0.8% | Reduced |
| Coldstream Capital Management Inc | 3,917 | $1.44M | 0.03% | −269−6.4% | Reduced |
| Lederer & Associates Investment Counsel | 3,917 | $1.45M | 1.01% | −171−4.2% | Reduced |
| Great Valley Advisor Group, Inc. | 3,917 | $1.45M | 0.03% | −122−3.0% | Reduced |
| AMG National Trust Bank | 3,948 | $1.46M | 0.04% | −111−2.7% | Reduced |
| Archford Capital Strategies, LLC | 3,959 | $1.46M | 0.22% | +487+14.0% | Added |
| Cetera Trust Company, N.A | 3,961 | $1.46M | 0.95% | −725−15.5% | Reduced |
| Independent Advisor Alliance | 3,990 | $1.47M | 0.02% | −4,511−53.1% | Reduced |
| RSM US Wealth Management LLC | 3,994 | $1.47M | 0.02% | −1,820−31.3% | Reduced |
| Zurich Insurance Group Ltd | 4,000 | $1.48M | 0.01% | 00.0% | Unchanged |
| DSG Capital Advisors, LLC | 4,005 | $1.48M | 0.27% | +4,005 | New |
| Intellectus Partners, LLC | 4,010 | $1.48M | 0.33% | −10−0.2% | Reduced |
| Integrated Wealth Concepts LLC | 4,045 | $1.49M | 0.02% | +289+7.7% | Added |
| Palouse Capital Management, Inc. | 4,070 | $1.50M | 1.00% | +4,070 | New |
| Old National Bancorp | 4,092 | $1.51M | 0.04% | −721−15.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 4,113 | $1.52M | 0.28% | −434−9.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,115 | $1.52M | 0.12% | +105+2.6% | Added |
| Tufton Capital Management | 4,124 | $1.52M | 0.29% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 4,141 | $1.53M | 1.35% | +609+17.2% | Added |
| Intact Investment Management Inc. | 4,150 | $1.53M | 0.05% | +2,390+135.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,157 | $1.53M | 0.58% | +93+2.3% | Added |
| Granite Harbor Advisors, Inc. | 4,198 | $1.55M | 0.86% | +227+5.7% | Added |
| Hofer & Associates. Inc | 4,245 | $1.57M | 1.05% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 4,252 | $1.57M | 0.08% | −221−4.9% | Reduced |
| Narwhal Capital Management | 4,275 | $1.58M | 0.14% | −650−13.2% | Reduced |
| Perigon Wealth Management, LLC | 4,095 | $1.58M | 0.04% | +1,866+83.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,280 | $1.58M | 0.06% | −39−0.9% | Reduced |
| Allen Investment Management LLC | 4,310 | $1.59M | 0.02% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 4,326 | $1.60M | 0.70% | −866−16.7% | Reduced |
| Lido Advisors, LLC | 4,349 | $1.60M | 0.01% | −320−6.9% | Reduced |
| CWM, LLC | 4,431 | $1.64M | 0.01% | −3,114−41.3% | Reduced |
| Ami Investment Management Inc | 4,435 | $1.64M | 0.53% | +1,947+78.3% | Added |
| Stonebridge Capital Advisors LLC | 4,445 | $1.64M | 0.13% | −176−3.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 4,192 | $1.64M | 0.14% | −708−14.4% | Reduced |
| Vinva Investment Management Ltd | 4,454 | $1.64M | 0.06% | −3,975−47.2% | Reduced |
| Leavell Investment Management, Inc. | 4,463 | $1.65M | 0.08% | −1,702−27.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,490 | $1.66M | 0.22% | +478+11.9% | Added |
| Fortis Capital Advisors, LLC | 2,982 | $1.66M | 0.57% | +759+34.1% | Added |
| Flputnam Investment Management Co | 4,508 | $1.66M | 0.03% | −1,318−22.6% | Reduced |
| Bragg Financial Advisors, Inc | 4,518 | $1.67M | 0.07% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,599 | $1.70M | 0.02% | +15+0.3% | Added |
| Gluskin Sheff & Assoc Inc | 4,601 | $1.70M | 0.20% | −28−0.6% | Reduced |
| DB Fitzpatrick & Co, Inc | 4,616 | $1.70M | 1.57% | +581+14.4% | Added |
| True North Advisors, LLC | 4,654 | $1.72M | 0.40% | +4,654 | New |
| Alpha DNA Investment Management LLC | 4,655 | $1.72M | 0.94% | +645+16.1% | Added |
| Bangor Savings Bank | 4,688 | $1.73M | 0.16% | −144−3.0% | Reduced |
| Vista Investment Management | 4,689 | $1.73M | 0.66% | +607+14.9% | Added |
| Moody National Bank Trust Division | 4,694 | $1.73M | 0.18% | −101−2.1% | Reduced |
| LGT Fund Management Co Ltd. | 4,700 | $1.73M | 0.15% | −4,006−46.0% | Reduced |
| Beacon Pointe Advisors, LLC | 4,701 | $1.73M | 0.02% | −2,925−38.4% | Reduced |
| First Manhattan Co | 4,712 | $1.74M | 0.01% | +3,514+293.3% | Added |
| TrinityPoint Wealth, LLC | 4,771 | $1.76M | 0.25% | −1,457−23.4% | Reduced |
| First Hawaiian Bank | 4,774 | $1.76M | 0.06% | −1,597−25.1% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 4,781 | $1.76M | 0.03% | +4,781 | New |
| APG Asset Management US Inc. | 4,792 | $1.77M | 0.01% | +1,752+57.6% | Added |
| PKO Investment Management Joint-Stock Co | 4,800 | $1.77M | 0.22% | +2,700+128.6% | Added |
| Weaver C. Barksdale & Associates, Inc. | 4,803 | $1.77M | 1.70% | +4,803 | New |
| Oak Associates, Ltd | 4,833 | $1.78M | 0.12% | 00.0% | Unchanged |
| Cypress Advisory Group LLC | 4,834 | $1.78M | 1.64% | +4,834 | New |
| Paralel Advisors LLC | 4,843 | $1.79M | 0.08% | +440+10.0% | Added |
| Pensionfund Sabic | 4,850 | $1.79M | 0.47% | +1,800+59.0% | Added |
| Ronald Blue Trust, Inc. | 4,886 | $1.80M | 0.02% | +2,050+72.3% | Added |
| Delta Capital Management LLC | 4,910 | $1.81M | 1.03% | −10−0.2% | Reduced |
| Greenfield Savings Bank | 4,943 | $1.82M | 0.87% | −388−7.3% | Reduced |
| Lecap Asset Management Ltd | 4,953 | $1.83M | 0.50% | +1,091+28.2% | Added |
| Fiduciary Alliance LLC | 4,956 | $1.83M | 0.18% | +4,338+701.9% | Added |
| Triglav Skladi, D.O.O. | 4,980 | $1.84M | 0.14% | +4,980 | New |
| Ossiam | 5,008 | $1.85M | 0.03% | −511−9.3% | Reduced |
| Atria Wealth Solutions, Inc. | 5,031 | $1.86M | 0.02% | −496−9.0% | Reduced |
| HF Advisory Group, LLC | 5,070 | $1.87M | 0.86% | +1,339+35.9% | Added |
| Essex Financial Services, Inc. | 5,072 | $1.87M | 0.13% | −39−0.8% | Reduced |
| Sabal Trust CO | 5,090 | $1.88M | 0.11% | +723+16.6% | Added |
| Ilmarinen Mutual Pension Insurance Co | 5,100 | $1.88M | 0.02% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 5,111 | $1.89M | 0.49% | −184−3.5% | Reduced |
| Toth Financial Advisory Corp | 5,165 | $1.91M | 0.22% | −4,670−47.5% | Reduced |
| Foundations Investment Advisors, LLC | 5,176 | $1.91M | 0.04% | −23,961−82.2% | Reduced |
| Legacy Trust | 5,182 | $1.91M | 0.44% | −49−0.9% | Reduced |
| Stock Yards Bank & Trust Co | 5,194 | $1.92M | 0.07% | −221−4.1% | Reduced |
| Nebula Research & Development LLC | 5,213 | $1.92M | 0.23% | +4,395+537.3% | Added |
| KCM Investment Advisors LLC | 5,254 | $1.94M | 0.07% | −7,990−60.3% | Reduced |
| Groupe la Francaise | 5,337 | $1.97M | 0.05% | +5,337 | New |
| Malaga Cove Capital, LLC | 5,378 | $1.98M | 0.78% | +547+11.3% | Added |
| CAPROCK Group, Inc. | 5,391 | $1.99M | 0.07% | +5,391 | New |
| Legato Capital Management LLC | 5,433 | $2.00M | 0.26% | +579+11.9% | Added |
| YHB Investment Advisors, Inc. | 5,447 | $2.01M | 0.17% | −223−3.9% | Reduced |
| Johnson Investment Counsel Inc | 5,485 | $2.02M | 0.02% | −381−6.5% | Reduced |