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 |
|---|---|---|---|---|---|
| First Command Advisory Services, Inc. | 180 | $66.4K | 0.00% | −4−2.2% | Reduced |
| Eagle Bay Advisors LLC | 182 | $67.2K | 0.04% | −7−3.7% | Reduced |
| Trust Co of Vermont | 192 | $70.8K | 0.00% | +15+8.5% | Added |
| Caitong International Asset Management Co., Ltd | 197 | $72.7K | 0.07% | +197 | New |
| Hemington Wealth Management | 203 | $74.0K | 0.02% | −5−2.4% | Reduced |
| JFS Wealth Advisors, LLC | 201 | $74.1K | 0.01% | −97−32.6% | Reduced |
| Golden State Wealth Management, LLC | 202 | $74.7K | 0.01% | +202 | New |
| Coppell Advisory Solutions LLC | 204 | $75.3K | 0.01% | −4−1.9% | Reduced |
| Capital Advisors, Ltd. LLC | 206 | $76.0K | 0.01% | −37−15.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 206 | $76.0K | 0.01% | +205+20,500.0% | Added |
| Ancora Advisors, LLC | 210 | $77.5K | 0.00% | +9+4.5% | Added |
| Main Street Group, LTD | 215 | $79.3K | 0.03% | −27−11.2% | Reduced |
| Montag A & Associates Inc | 222 | $81.7K | 0.00% | −500−69.3% | Reduced |
| Investment Management Corp | 226 | $83.3K | 0.07% | +226 | New |
| Wiser Advisor Group LLC | 229 | $84.5K | 0.12% | +108+89.3% | Added |
| Investors Research Corp | 235 | $86.7K | 0.02% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 236 | $87.0K | 0.05% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 240 | $88.5K | 0.03% | −109−31.2% | Reduced |
| Bank of Jackson Hole Trust | 241 | $88.9K | 0.06% | +241 | New |
| Raleigh Capital Management Inc. | 242 | $89.4K | 0.03% | −17−6.6% | Reduced |
| West Paces Advisors Inc. | 243 | $89.6K | 0.02% | 00.0% | Unchanged |
| West Oak Capital, LLC | 250 | $92.2K | 0.03% | 00.0% | Unchanged |
| Trust Co | 250 | $92.2K | 0.01% | +250 | New |
| Mather Group, LLC. | 252 | $92.8K | 0.00% | −116−31.5% | Reduced |
| Silvant Capital Management LLC | 257 | $94.8K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 259 | $95.4K | 0.01% | −1−0.4% | Reduced |
| Colonial Trust Advisors | 269 | $99.2K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 272 | $100.2K | 0.02% | −102−27.3% | Reduced |
| Bruce G. Allen Investments, LLC | 274 | $101.1K | 0.08% | −41−13.0% | Reduced |
| Princeton Global Asset Management LLC | 277 | $102.3K | 0.02% | −6,110−95.7% | Reduced |
| MV Capital Management, Inc. | 283 | $104.4K | 0.01% | −65−18.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 288 | $106.2K | 0.02% | 00.0% | Unchanged |
| Belmont Capital, LLC | 300 | $110.7K | 0.02% | 00.0% | Unchanged |
| Mechanics Financial Corp | 300 | $110.7K | 0.05% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 300 | $110.7K | 0.01% | +300 | New |
| Crowley Wealth Management, Inc. | 300 | $110.7K | 0.10% | +300 | New |
| Fortitude Family Office, LLC | 302 | $111.4K | 0.04% | −452−59.9% | Reduced |
| Stuart Chaussee & Associates, Inc. | 317 | $116.9K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 320 | $118.0K | 0.01% | −249−43.8% | Reduced |
| Addison Advisors LLC | 321 | $118.4K | 0.03% | −285−47.0% | Reduced |
| Washington Trust Advisors, Inc. | 322 | $118.8K | 0.01% | −11−3.3% | Reduced |
| CoreCap Advisors, LLC | 331 | $122.1K | 0.01% | +246+289.4% | Added |
| Wingate Wealth Advisors, Inc. | 338 | $124.7K | 0.12% | +338 | New |
| Oakworth Capital, Inc. | 338 | $124.7K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 350 | $129.1K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 356 | $132.4K | 0.03% | −29−7.5% | Reduced |
| Delta Asset Management LLC | 370 | $136.5K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 375 | $138.3K | 0.02% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 380 | $140.2K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 386 | $142.4K | 0.01% | −257−40.0% | Reduced |
| Smithfield Trust Co | 388 | $143.0K | 0.01% | +5+1.3% | Added |
| Archer Investment Corp | 391 | $144.2K | 0.04% | −37−8.6% | Reduced |
| Capital A Wealth Management, LLC | 395 | $145.7K | 0.24% | +395 | New |
| Monetary Management Group Inc | 400 | $147.6K | 0.04% | +150+60.0% | Added |
| Parkside Financial Bank & Trust | 401 | $147.9K | 0.02% | −89−18.2% | Reduced |
| Ramirez Asset Management, Inc. | 411 | $151.6K | 0.03% | +400+3,636.4% | Added |
| Larson Financial Group LLC | 433 | $159.6K | 0.01% | −191−30.6% | Reduced |
| Valley National Advisers Inc | 436 | $160.0K | 0.03% | 00.0% | Unchanged |
| Tobam | 434 | $160.0K | 0.05% | +27+6.6% | Added |
| CVA Family Office, LLC | 440 | $162.3K | 0.03% | −146−24.9% | Reduced |
| Spire Wealth Management | 453 | $167.2K | 0.01% | −229−33.6% | Reduced |
| Quest Partners LLC | 488 | $180.0K | 0.02% | −1,831−79.0% | Reduced |
| Deseret Mutual Benefit Administrators | 489 | $180.4K | 0.09% | +41+9.2% | Added |
| Washington Trust Co | 491 | $181.1K | 0.01% | −5−1.0% | Reduced |
| Briaud Financial Planning, Inc | 501 | $184.0K | 0.08% | +501 | New |
| Covestor Ltd | 500 | $185.0K | 0.12% | −1−0.2% | Reduced |
| North Star Investment Management Corp. | 511 | $188.5K | 0.01% | 00.0% | Unchanged |
| Roxbury Financial LLC | 466 | $190.0K | 0.18% | +466 | New |
| Stonebridge Financial Group, LLC | 515 | $190.0K | 0.02% | +515 | New |
| Capital Analysts, LLC | 542 | $200.0K | 0.01% | −21,071−97.5% | Reduced |
| Platform Technology Partners | 543 | $200.3K | 0.06% | −200−26.9% | Reduced |
| Soleus Capital Management, L.P. | 550 | $202.9K | 0.02% | −29,100−98.1% | Reduced |
| Abacus Planning Group, Inc. | 551 | $203.3K | 0.04% | −291−34.6% | Reduced |
| KLCM Advisors, Inc. | 551 | $203.4K | 0.02% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 552 | $203.6K | 0.03% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 738 | $204.0K | 0.11% | −1,024−58.1% | Reduced |
| LJI Wealth Management, LLC | 557 | $205.5K | 0.04% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 557 | $205.5K | 0.07% | +23+4.3% | Added |
| American Trust | 558 | $205.8K | 0.02% | −185−24.9% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 560 | $206.6K | 0.07% | −986−63.8% | Reduced |
| Prestige Wealth Management Group LLC | 563 | $207.7K | 0.04% | −44−7.2% | Reduced |
| Berger Financial Group, Inc | 564 | $207.9K | 0.01% | −16−2.8% | Reduced |
| Crew Capital Management, Ltd. | 567 | $209.2K | 0.17% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 570 | $210.3K | 0.12% | +170+42.5% | Added |
| Pekin Hardy Strauss, Inc. | 575 | $212.1K | 0.03% | +575 | New |
| Old Mission Investment Co LLC | 575 | $212.1K | 0.06% | 00.0% | Unchanged |
| Balentine LLC | 577 | $212.9K | 0.01% | −1,506−72.3% | Reduced |
| Apollon Financial, LLC | 577 | $213.0K | 0.05% | −6−1.0% | Reduced |
| Convergence Investment Partners, LLC | 577 | $213.0K | 0.05% | −101−14.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 578 | $213.2K | 0.02% | −100−14.7% | Reduced |
| Maxele Advisors, LLC | 580 | $213.8K | 0.20% | +580 | New |
| Pines Wealth Management, LLC | 566 | $215.7K | 0.09% | +566 | New |
| Catalytic Wealth RIA, LLC | 585 | $215.8K | 0.04% | −43−6.8% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 592 | $218.6K | 0.01% | +24+4.2% | Added |
| Consolidated Portfolio Review Corp | 593 | $218.8K | 0.03% | +593 | New |
| Dean Investment Associates, LLC | 594 | $219.1K | 0.03% | −67−10.1% | Reduced |
| Sawgrass Asset Management LLC | 594 | $219.1K | 0.02% | −28−4.5% | Reduced |
| Rockland Trust Co | 595 | $219.5K | 0.01% | −7−1.2% | Reduced |
| Avidian Wealth Solutions, LLC | 595 | $219.5K | 0.01% | −189−24.1% | Reduced |
| Resonant Capital Advisors, LLC | 596 | $219.9K | 0.02% | −125−17.3% | Reduced |