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 | 1,702 | $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, 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 |
|---|---|---|---|---|---|
| Dakota Wealth Management | 0 | $0 | 0.00% | −1,068−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −1,034−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −1,018−100.0% | Sold out |
| Connective Portfolio Management, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −20,221−100.0% | Sold out |
| Fiduciary Family Office, LLC | 0 | $0 | 0.00% | −934−100.0% | Sold out |
| Drive Wealth Management, LLC | 0 | $0 | 0.00% | −925−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −901−100.0% | Sold out |
| Vista Wealth Management Group, LLC | 0 | $0 | 0.00% | −892−100.0% | Sold out |
| Circle Wealth Management, LLC | 0 | $0 | 0.00% | −885−100.0% | Sold out |
| BayBridge Capital Group, LLC | 0 | $0 | 0.00% | −881−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −875−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −871−100.0% | Sold out |
| Next Level Private LLC | 0 | $0 | 0.00% | −867−100.0% | Sold out |
| BHK Investment Advisors, LLC | 0 | $0 | 0.00% | −863−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −826−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −824−100.0% | Sold out |
| Angeles Wealth Management, LLC | 0 | $0 | 0.00% | −809−100.0% | Sold out |
| Thrive Wealth Management, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Wall Street Access Asset Management, LLC | 0 | $0 | 0.00% | −780−100.0% | Sold out |
| Mosley Wealth Management | 0 | $0 | 0.00% | −959−100.0% | Sold out |
| Michael S. Ryan, Inc. | 0 | $0 | 0.00% | −770−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −765−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −764−100.0% | Sold out |
| Patron Partners Advisors, LLC | 0 | $0 | 0.00% | −743−100.0% | Sold out |
| Heartland Bank & Trust Co | 0 | $0 | 0.00% | −743−100.0% | Sold out |
| Great Diamond Partners, LLC | 0 | $0 | 0.00% | −741−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −738−100.0% | Sold out |
| MGB Wealth Management, LLC | 0 | $0 | 0.00% | −736−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −694−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −688−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −686−100.0% | Sold out |
| Seven Mile Advisory | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| Kolinsky Wealth Management, LLC | 0 | $0 | 0.00% | −655−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −632−100.0% | Sold out |
| InTrack Investment Management Inc | 0 | $0 | 0.00% | −628−100.0% | Sold out |
| Waterloo Capital, L.P. | 0 | $0 | 0.00% | −623−100.0% | Sold out |
| Quotient Wealth Partners, LLC | 0 | $0 | 0.00% | −621−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −618−100.0% | Sold out |
| Pine Valley Investments Ltd Liability Co | 0 | $0 | 0.00% | −617−100.0% | Sold out |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −601−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −564−100.0% | Sold out |
| Charter Trust Co | 0 | $0 | 0.00% | −562−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| Sivia Capital Partners, LLC | 0 | $0 | 0.00% | −552−100.0% | Sold out |
| Annex Advisory Services, LLC | 0 | $0 | 0.00% | −546−100.0% | Sold out |
| Diligent Investors, LLC | 0 | $0 | 0.00% | −542−100.0% | Sold out |
| Summit Place Financial Advisors, LLC | 0 | $0 | 0.00% | −542−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −540−100.0% | Sold out |
| TFB Advisors LLC | 0 | $0 | 0.00% | −540−100.0% | Sold out |
| Renaissance Group LLC | 0 | $0 | 0.00% | −536−100.0% | Sold out |
| Cable Hill Partners, LLC | 0 | $0 | 0.00% | −533−100.0% | Sold out |
| Five Oceans Advisors | 0 | $0 | 0.00% | −531−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −531−100.0% | Sold out |
| E&G Advisors, LP | 0 | $0 | 0.00% | −530−100.0% | Sold out |
| Lebenthal Global Advisors, LLC | 0 | $0 | 0.00% | −525−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −523−100.0% | Sold out |
| Relyea Zuckerberg Hanson LLC | 0 | $0 | 0.00% | −521−100.0% | Sold out |
| Marcum Wealth, LLC | 0 | $0 | 0.00% | −516−100.0% | Sold out |
| Traveka Wealth, LLC | 0 | $0 | 0.00% | −515−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −523−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −514−100.0% | Sold out |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −513−100.0% | Sold out |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −511−100.0% | Sold out |
| LVW Advisors, LLC | 0 | $0 | 0.00% | −509−100.0% | Sold out |
| Trust Investment Advisors | 0 | $0 | 0.00% | −509−100.0% | Sold out |
| Trail Ridge Investment Advisors, LLC | 0 | $0 | 0.00% | −636−100.0% | Sold out |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −508−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −506−100.0% | Sold out |
| Wallington Asset Management, LLC | 0 | $0 | 0.00% | −506−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −503−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −503−100.0% | Sold out |
| Phillips Financial Management, LLC | 0 | $0 | 0.00% | −499−100.0% | Sold out |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −499−100.0% | Sold out |
| Osborne Partners Capital Management, LLC | 0 | $0 | 0.00% | −497−100.0% | Sold out |
| Trust Co of Kansas | 0 | $0 | 0.00% | −492−100.0% | Sold out |
| Aspiriant, LLC | 0 | $0 | 0.00% | −492−100.0% | Sold out |
| Orgel Wealth Management, LLC | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| Mill Creek Capital Advisors, LLC | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −484−100.0% | Sold out |
| Sage Rhino Capital LLC | 0 | $0 | 0.00% | −482−100.0% | Sold out |
| Norden Group LLC | 0 | $0 | 0.00% | −478−100.0% | Sold out |
| Peachtree Investment Partners, LLC | 0 | $0 | 0.00% | −478−100.0% | Sold out |
| FMA Wealth Management, LLC | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Shulman DeMeo Asset Management LLC | 0 | $0 | 0.00% | −474−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −474−100.0% | Sold out |
| Canopy Partners, LLC | 0 | $0 | 0.00% | −473−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −468−100.0% | Sold out |
| Prosperity Consulting Group, LLC | 0 | $0 | 0.00% | −465−100.0% | Sold out |
| 1858 Wealth Management, LLC | 0 | $0 | 0.00% | −464−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −463−100.0% | Sold out |
| WMS Partners, LLC | 0 | $0 | 0.00% | −460−100.0% | Sold out |
| Invesco, LLC | 0 | $0 | 0.00% | −459−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −458−100.0% | Sold out |
| Stonegate Investment Group, LLC | 0 | $0 | 0.00% | −456−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −455−100.0% | Sold out |
| Essex Savings Bank | 0 | $0 | 0.00% | −454−100.0% | Sold out |
| Tudor Financial Inc. | 0 | $0 | 0.00% | −451−100.0% | Sold out |