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.
| 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 |
|---|---|---|---|---|---|
| WealthCollab, LLC | 30 | $11.1K | 0.01% | +9+42.9% | Added |
| Atala Financial Inc | 30 | $11.1K | 0.01% | +30 | New |
| Proffitt & Goodson Inc | 31 | $11.4K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 31 | $11.4K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 31 | $11.5K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 33 | $12.2K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 35 | $12.9K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 36 | $13.3K | 0.00% | +29+414.3% | Added |
| SIMA Wealth Partners, LLC | 36 | $13.3K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 37 | $13.7K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 39 | $14.4K | 0.00% | −2−4.9% | Reduced |
| Nemes Rush Group LLC | 39 | $14.4K | 0.00% | +10+34.5% | Added |
| Beaird Harris Wealth Management, LLC | 40 | $14.8K | 0.00% | −18−31.0% | Reduced |
| Webster Bank, N. A. | 40 | $14.8K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 40 | $14.8K | 0.01% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 40 | $14.8K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 40 | $14.8K | 0.01% | +40 | New |
| Householder Group Estate & Retirement Specialist, LLC | 41 | $15.0K | 0.01% | −7−14.6% | Reduced |
| Davis Capital Management | 41 | $15.1K | 0.01% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 42 | $15.5K | 0.01% | +42 | New |
| Hexagon Capital Partners LLC | 43 | $15.9K | 0.00% | −52−54.7% | Reduced |
| Raffa Wealth Management, LLC | 43 | $15.9K | 0.00% | −9−17.3% | Reduced |
| Noble Wealth Management PBC | 49 | $18.1K | 0.01% | +49 | New |
| Moisand Fitzgerald Tamayo, LLC | 49 | $18.1K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $18.4K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 50 | $18.4K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 50 | $18.4K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 50 | $18.4K | 0.02% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 50 | $18.5K | 0.01% | +50 | New |
| Eastern Bank | 52 | $19.2K | 0.00% | −7−11.9% | Reduced |
| PSI Advisors, LLC | 52 | $19.2K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 52 | $19.2K | 0.00% | +43+477.8% | Added |
| Plante Moran Financial Advisors, LLC | 54 | $19.9K | 0.00% | −433−88.9% | Reduced |
| Laurel Wealth Advisors LLC | 54 | $19.9K | 0.00% | −4−6.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 56 | $20.7K | 0.00% | −3−5.1% | Reduced |
| Boyd Watterson Asset Management LLC | 56 | $20.7K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 57 | $21.0K | 0.01% | −4−6.6% | Reduced |
| Fourth Dimension Wealth, LLC | 57 | $21.0K | 0.01% | +57 | New |
| Tompkins Financial Corp | 59 | $21.8K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 60 | $22.1K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 60 | $22.1K | 0.00% | −16−21.1% | Reduced |
| Hilltop National Bank | 60 | $22.1K | 0.01% | −6−9.1% | Reduced |
| Old Second National Bank of Aurora | 60 | $22.1K | 0.01% | +60 | New |
| Godsey & Gibb Associates | 66 | $24.2K | 0.00% | −20−23.3% | Reduced |
| Meeder Asset Management Inc | 66 | $24.3K | 0.00% | −2,203−97.1% | Reduced |
| Acima Private Wealth, LLC | 66 | $24.3K | 0.01% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 66 | $24.3K | 0.02% | +66 | New |
| Accredited Wealth Management, LLC | 67 | $24.7K | 0.02% | +67 | New |
| Ogorek Anthony Joseph | 68 | $25.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 69 | $25.5K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 70 | $25.8K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 70 | $25.8K | 0.02% | +70 | New |
| Versant Capital Management, Inc | 71 | $26.2K | 0.01% | −113−61.4% | Reduced |
| Motco | 74 | $27.3K | 0.00% | −1−1.3% | Reduced |
| Farmers & Merchants Investments Inc | 75 | $27.7K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 75 | $27.7K | 0.01% | 00.0% | Unchanged |
| General Partner, Inc. | 75 | $27.7K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 76 | $27.7K | 0.01% | +3+4.1% | Added |
| Venturi Wealth Management, LLC | 78 | $28.8K | 0.00% | −112−58.9% | Reduced |
| WealthTrak Capital Management LLC | 78 | $28.8K | 0.02% | +78 | New |
| Ofi Invest Asset Management | 82 | $29.2K | 0.00% | +82 | New |
| Lee Danner & Bass Inc | 80 | $29.5K | 0.00% | +80 | New |
| ORG Partners LLC | 82 | $30.2K | 0.00% | −37−31.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 87 | $32.1K | 0.00% | −22−20.2% | Reduced |
| Abound Wealth Management | 90 | $33.1K | 0.01% | −3−3.2% | Reduced |
| Core Alternative Capital | 91 | $33.6K | 0.01% | −24−20.9% | Reduced |
| Pinnacle Bancorp, Inc. | 91 | $33.6K | 0.01% | −7−7.1% | Reduced |
| Silicon Valley Capital Partners | 91 | $33.6K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 93 | $34.3K | 0.01% | +93 | New |
| Zions Bancorporation, N.A. | 96 | $35.4K | 0.00% | −63−39.6% | Reduced |
| Bogart Wealth, LLC | 97 | $35.8K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 100 | $36.9K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 100 | $36.9K | 0.02% | +100 | New |
| IAG Wealth Partners, LLC | 104 | $38.4K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 105 | $38.7K | 0.02% | +105 | New |
| Bullock Wealth Management Group | 107 | $39.3K | 0.02% | +1+0.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 109 | $40.2K | 0.02% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 120 | $44.3K | 0.04% | +120 | New |
| Rise Advisors, LLC | 126 | $46.4K | 0.02% | +1+0.8% | Added |
| Missouri Trust & Investment Co | 130 | $48.0K | 0.02% | +5+4.0% | Added |
| Atlantic Trust, LLC | 133 | $49.1K | 0.01% | −621−82.4% | Reduced |
| Salomon & Ludwin, LLC | 135 | $49.8K | 0.01% | −16−10.6% | Reduced |
| Financial Perspectives, Inc | 135 | $49.8K | 0.02% | +135 | New |
| Hopwood Financial Services, Inc. | 139 | $51.3K | 0.04% | +139 | New |
| DiNuzzo Private Wealth, Inc. | 146 | $53.9K | 0.01% | −6−3.9% | Reduced |
| AlphaMark Advisors, LLC | 150 | $55.0K | 0.02% | −25−14.3% | Reduced |
| Coston, McIsaac & Partners | 150 | $55.0K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 150 | $55.3K | 0.01% | −1,342−89.9% | Reduced |
| Optimum Investment Advisors | 150 | $55.3K | 0.02% | 00.0% | Unchanged |
| City State Bank | 160 | $59.0K | 0.02% | −5−3.0% | Reduced |
| AllSquare Wealth Management LLC | 160 | $59.0K | 0.03% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 162 | $59.8K | 0.06% | +162 | New |
| Stephens Consulting, LLC | 164 | $60.5K | 0.02% | 00.0% | Unchanged |
| Promus Capital, LLC | 164 | $60.5K | 0.05% | +164 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 165 | $60.9K | 0.02% | −124−42.9% | Reduced |
| Values First Advisors, Inc. | 167 | $61.6K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 167 | $62.0K | 0.00% | +3+1.8% | Added |
| American National Bank | 170 | $62.7K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 176 | $65.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 178 | $65.5K | 0.02% | +6+3.5% | Added |