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 |
|---|---|---|---|---|---|
| New England Capital Financial Advisors LLC | 598 | $220.6K | 0.11% | +2+0.3% | Added |
| Gabelli & Co Investment Advisers, Inc. | 600 | $221.3K | 0.04% | 00.0% | Unchanged |
| Owen LaRue, LLC | 600 | $221.3K | 0.12% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 601 | $221.7K | 0.12% | −8−1.3% | Reduced |
| Riverbend Wealth Management, LLC | 601 | $223.0K | 0.20% | +601 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 606 | $223.6K | 0.02% | −8−1.3% | Reduced |
| Bigelow Investment Advisors, LLC | 608 | $224.3K | 0.11% | −125−17.1% | Reduced |
| Rik Saylor Financial, Inc. | 610 | $225.0K | 0.21% | +610 | New |
| Fox Run Management, L.L.C. | 611 | $225.4K | 0.04% | −574−48.4% | Reduced |
| Forte Capital LLC | 611 | $225.4K | 0.03% | −52−7.8% | Reduced |
| Fundamentun, LLC | 612 | $225.8K | 0.01% | −767−55.6% | Reduced |
| Onefund, LLC | 613 | $226.1K | 0.22% | +5+0.8% | Added |
| Evoke Wealth, LLC | 615 | $226.7K | 0.01% | +20+3.4% | Added |
| Evercore Wealth Management, LLC | 615 | $226.9K | 0.00% | −101−14.1% | Reduced |
| First National Bank | 618 | $228.0K | 0.16% | +25+4.2% | Added |
| Indiana Trust & Investment Management CO | 619 | $228.3K | 0.08% | −34−5.2% | Reduced |
| Good Life Advisors, LLC | 619 | $228.5K | 0.02% | −6−1.0% | Reduced |
| Canal Capital Management, LLC | 622 | $229.5K | 0.04% | −51−7.6% | Reduced |
| Cassady Schiller Wealth Management, LLC | 622 | $229.5K | 0.08% | +15+2.5% | Added |
| Symphony Financial, Ltd. Co. | 590 | $229.7K | 0.04% | +590 | New |
| Washington Capital Management Inc | 625 | $230.6K | 0.18% | 00.0% | Unchanged |
| Fire Capital Management LLC | 625 | $230.6K | 0.17% | +625 | New |
| Family Firm, Inc. | 625 | $230.7K | 0.05% | −19−3.0% | Reduced |
| Proficio Capital Partners LLC | 626 | $231.1K | 0.02% | +157+33.5% | Added |
| Addison Capital Co | 628 | $231.6K | 0.09% | 00.0% | Unchanged |
| AXS Investments LLC | 630 | $232.4K | 0.06% | −70−10.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 566 | $232.8K | 0.00% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 632 | $233.3K | 0.07% | +632 | New |
| Marotta Asset Management | 639 | $233.8K | 0.05% | −1−0.2% | Reduced |
| Rothschild Investment LLC | 635 | $234.3K | 0.02% | −133−17.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 635 | $234.3K | 0.15% | −10,799−94.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 640 | $236.1K | 0.13% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 643 | $237.2K | 0.16% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 643 | $237.2K | 0.02% | +157+32.3% | Added |
| DT Investment Partners, LLC | 644 | $237.6K | 0.02% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 644 | $237.7K | 0.21% | −263−29.0% | Reduced |
| Impact Capital Partners LLC | 647 | $238.7K | 0.08% | +647 | New |
| FSM Wealth Advisors, LLC | 620 | $238.7K | 0.06% | +15+2.5% | Added |
| Transcend Wealth Collective, LLC | 647 | $238.7K | 0.02% | −121−15.8% | Reduced |
| Vantage Financial Partners, LLC | 649 | $239.4K | 0.06% | −537−45.3% | Reduced |
| Medallion Wealth Advisors, LLC | 624 | $239.6K | 0.12% | +624 | New |
| Godshalk Welsh Capital Management, Inc. | 650 | $239.8K | 0.15% | 00.0% | Unchanged |
| Cherokee Insurance Co | 650 | $239.8K | 0.11% | +650 | New |
| Venture Visionary Partners LLC | 654 | $241.4K | 0.01% | +1+0.2% | Added |
| AA Financial Advisors, LLC | 655 | $241.6K | 0.06% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 657 | $242.5K | 0.01% | +42+6.8% | Added |
| Fedenia Advisers LLC | 658 | $242.7K | 0.14% | +658 | New |
| AdvisorNet Financial, Inc | 660 | $243.5K | 0.02% | −6−0.9% | Reduced |
| Sierra Capital LLC | 662 | $244.0K | 0.03% | −33−4.7% | Reduced |
| Accurate Wealth Management, LLC | 641 | $244.3K | 0.05% | −4,709−88.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 666 | $245.8K | 0.00% | +111+20.0% | Added |
| Court Place Advisors, LLC | 667 | $246.1K | 0.08% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 669 | $246.7K | 0.00% | +142+26.9% | Added |
| SageView Advisory Group, LLC | 669 | $246.7K | 0.01% | +101+17.8% | Added |
| Buckingham Capital Management, Inc. | 676 | $249.4K | 0.03% | −850−55.7% | Reduced |
| Creative Financial Designs Inc | 676 | $249.4K | 0.02% | +119+21.4% | Added |
| Schechter Investment Advisors, LLC | 680 | $250.9K | 0.02% | −763−52.9% | Reduced |
| Goelzer Investment Management, Inc. | 682 | $251.6K | 0.01% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 684 | $252.1K | 0.29% | +1+0.1% | Added |
| SJS Investment Consulting Inc. | 684 | $252.3K | 0.04% | −6−0.9% | Reduced |
| SwitchPoint Financial Planning, LLC | 690 | $254.6K | 0.24% | +690 | New |
| Childress Capital Advisors, LLC | 691 | $254.8K | 0.07% | +84+13.8% | Added |
| Zacks Investment Management | 692 | $255.4K | 0.00% | −291−29.6% | Reduced |
| Massmutual Trust Co FSB | 694 | $256.0K | 0.01% | −782−53.0% | Reduced |
| First Affirmative Financial Network | 694 | $256.0K | 0.15% | −118−14.5% | Reduced |
| RVW Wealth, LLC | 695 | $256.4K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 698 | $257.5K | 0.01% | −57−7.5% | Reduced |
| Sagespring Wealth Partners, LLC | 699 | $257.8K | 0.01% | +699 | New |
| First Bank & Trust | 699 | $257.9K | 0.05% | −47−6.3% | Reduced |
| Meyer Handelman Co | 700 | $258.2K | 0.01% | 00.0% | Unchanged |
| Capital Management Corp | 700 | $258.2K | 0.05% | 00.0% | Unchanged |
| Pecaut & Co. | 700 | $258.2K | 0.09% | +700 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 700 | $258.2K | 0.16% | +700 | New |
| Oversea-Chinese Banking CORP Ltd | 697 | $258.6K | 0.01% | +697 | New |
| Greenland Capital Management LP | 702 | $259.0K | 0.05% | +702 | New |
| Kayne Anderson Rudnick Investment Management LLC | 705 | $260.1K | 0.00% | −4−0.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 706 | $260.4K | 0.04% | −343−32.7% | Reduced |
| HM Payson & Co | 706 | $260.4K | 0.00% | −24−3.3% | Reduced |
| Florida Financial Advisors, LLC | 706 | $260.5K | 0.12% | −55−7.2% | Reduced |
| Axq Capital, LP | 707 | $260.8K | 0.12% | −470−39.9% | Reduced |
| Fort Point Capital Partners LLC | 709 | $261.6K | 0.03% | −50−6.6% | Reduced |
| BSW Wealth Partners | 709 | $261.6K | 0.04% | +210+42.1% | Added |
| Family Wealth Group, LLC | 710 | $261.9K | 0.20% | +59+9.1% | Added |
| First Horizon Advisors, Inc. | 714 | $263.4K | 0.01% | −140−16.4% | Reduced |
| City Holding Co | 715 | $263.8K | 0.04% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 720 | $265.5K | 0.14% | +4+0.6% | Added |
| Aviso Wealth Management | 720 | $265.6K | 0.14% | +258+55.8% | Added |
| Fisher Asset Management, LLC | 721 | $266.2K | 0.00% | −117−14.0% | Reduced |
| Guardian Wealth Advisors, LLC | 723 | $266.7K | 0.02% | +52+7.7% | Added |
| Cromwell Holdings LLC | 724 | $267.1K | 0.15% | +4+0.6% | Added |
| Perbak Capital Partners LLP | 726 | $267.8K | 0.14% | −5,018−87.4% | Reduced |
| Camden Capital, LLC | 728 | $268.7K | 0.03% | +56+8.3% | Added |
| East Coast Asset Management, LLC. | 730 | $269.3K | 0.09% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 730 | $269.4K | 0.04% | −662−47.6% | Reduced |
| Manchester Capital Management LLC | 731 | $269.7K | 0.03% | −22−2.9% | Reduced |
| Virtue Capital Management, LLC | 732 | $270.0K | 0.05% | +119+19.4% | Added |
| Alpha Family Trust | 735 | $271.1K | 0.15% | +185+33.6% | Added |
| LongView Wealth Management | 740 | $272.9K | 0.08% | +1+0.1% | Added |
| Capital Investment Advisors, LLC | 742 | $273.6K | 0.01% | −98−11.7% | Reduced |
| Key Financial Inc | 744 | $274.5K | 0.06% | 00.0% | Unchanged |