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 |
|---|---|---|---|---|---|
| Choate Investment Advisors | 753 | $277.8K | 0.01% | −291−27.9% | Reduced |
| Providence First Trust Co | 753 | $277.8K | 0.10% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 753 | $277.8K | 0.02% | −12−1.6% | Reduced |
| Summit X, LLC | 755 | $278.2K | 0.06% | +51+7.2% | Added |
| Legacy Capital Group California, Inc. | 756 | $278.9K | 0.09% | +206+37.5% | Added |
| Sovereign Investment Advisors, LLC | 756 | $278.9K | 0.08% | +756 | New |
| IHT Wealth Management, LLC | 758 | $279.5K | 0.01% | −748−49.7% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 760 | $280.3K | 0.08% | +760 | New |
| Legacy Financial Advisors, Inc. | 761 | $280.7K | 0.05% | −566−42.7% | Reduced |
| PBMares Wealth Management LLC | 762 | $281.0K | 0.06% | −149−16.4% | Reduced |
| Insigneo Advisory Services, LLC | 763 | $281.5K | 0.03% | −117−13.3% | Reduced |
| MBM Wealth Consultants, LLC | 771 | $282.1K | 0.08% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 765 | $282.2K | 0.02% | −46−5.7% | Reduced |
| Park Place Capital Corp | 767 | $282.9K | 0.08% | −79−9.3% | Reduced |
| Truepoint, Inc. | 770 | $284.1K | 0.01% | −217−22.0% | Reduced |
| Alta Advisers Ltd | 771 | $284.4K | 0.18% | +171+28.5% | Added |
| Pettinga Financial Advisors, LLC | 774 | $285.4K | 0.06% | +1+0.1% | Added |
| Dover Advisors, LLC | 775 | $285.9K | 0.16% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 776 | $286.3K | 0.04% | −1−0.1% | Reduced |
| Fermata Advisors, LLC | 778 | $287.2K | 0.05% | +778 | New |
| Financial Advisors Network, Inc. | 780 | $287.7K | 0.05% | +780 | New |
| Ignite Planners, LLC | 777 | $288.7K | 0.06% | +3+0.4% | Added |
| Beck Mack & Oliver LLC | 784 | $289.2K | 0.01% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 785 | $289.6K | 0.22% | −5−0.6% | Reduced |
| First County Bank | 787 | $290.3K | 0.16% | +787 | New |
| Regent Peak Wealth Advisors LLC | 789 | $291.1K | 0.07% | −75−8.7% | Reduced |
| Waddell & Associates, LLC | 789 | $291.1K | 0.03% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 792 | $292.2K | 0.05% | −387−32.8% | Reduced |
| Harbor Group, Inc. | 792 | $292.2K | 0.07% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 794 | $292.8K | 0.02% | +180+29.3% | Added |
| Adams Wealth Management | 794 | $292.9K | 0.06% | −132−14.3% | Reduced |
| CacheTech Inc. | 794 | $292.9K | 0.05% | −132−14.3% | Reduced |
| Fulton Breakefield Broenniman LLC | 796 | $293.6K | 0.02% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 796 | $293.7K | 0.06% | +117+17.2% | Added |
| Signal Advisors Wealth, LLC | 797 | $294.0K | 0.03% | +186+30.4% | Added |
| Geller Advisors LLC | 800 | $295.1K | 0.02% | −19−2.3% | Reduced |
| First National Trust Co | 809 | $298.4K | 0.01% | −28−3.3% | Reduced |
| Atlas Wealth LLC | 810 | $298.8K | 0.11% | 00.0% | Unchanged |
| L & S Advisors Inc | – | $299.8K | 0.03% | – | New |
| Cozad Asset Management Inc | 814 | $300.2K | 0.03% | −46−5.3% | Reduced |
| Catalyst Financial Partners LLC | 814 | $300.3K | 0.06% | −104−11.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 815 | $300.7K | 0.18% | −230−22.0% | Reduced |
| Trust Point Inc. | 819 | $302.2K | 0.02% | −38−4.4% | Reduced |
| Diversify Advisory Services, LLC | 793 | $302.3K | 0.02% | +92+13.1% | Added |
| Hilltop Partners LLC | 826 | $304.7K | 0.10% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 826 | $305.0K | 0.02% | +69+9.1% | Added |
| Samalin Investment Counsel, LLC | 829 | $306.0K | 0.13% | −47−5.4% | Reduced |
| Ellevest, Inc. | 833 | $307.3K | 0.02% | −330−28.4% | Reduced |
| Continuum Advisory, LLC | 833 | $307.3K | 0.04% | +133+19.0% | Added |
| Foster & Motley Inc | 837 | $309.0K | 0.02% | −429−33.9% | Reduced |
| Carrera Capital Advisors | 838 | $309.0K | 0.07% | −3,478−80.6% | Reduced |
| Country Club Bank | 839 | $309.4K | 0.02% | −235−21.9% | Reduced |
| Farringdon Capital, Ltd. | 839 | $309.5K | 0.13% | +839 | New |
| Client 1st Advisory Group, LLC | 846 | $312.1K | 0.12% | −4−0.5% | Reduced |
| Carr Financial Group Corp | 846 | $312.2K | 0.10% | −142−14.4% | Reduced |
| Schnieders Capital Management LLC | 848 | $312.8K | 0.06% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 852 | $314.3K | 0.01% | −291−25.5% | Reduced |
| Elser Financial Planning, Inc | 856 | $315.8K | 0.02% | −30−3.4% | Reduced |
| Buckingham Strategic Partners | 856 | $315.9K | 0.01% | −351−29.1% | Reduced |
| Ascent Wealth Partners, LLC | 858 | $316.5K | 0.04% | −163−16.0% | Reduced |
| CX Institutional | 864 | $319.0K | 0.01% | −526−37.8% | Reduced |
| Avestar Capital, LLC | 867 | $319.8K | 0.03% | −326−27.3% | Reduced |
| Baxter Bros Inc | 868 | $320.2K | 0.04% | −240−21.7% | Reduced |
| R Squared Ltd | 870 | $320.9K | 0.31% | +870 | New |
| Sage Investment Counsel LLC | 870 | $320.9K | 0.42% | +870 | New |
| Signet Financial Management, LLC | 873 | $321.9K | 0.04% | −97−10.0% | Reduced |
| Whalerock Point Partners, LLC | 877 | $323.5K | 0.08% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 882 | $325.2K | 0.02% | +27+3.2% | Added |
| Evergreen Capital Management LLC | 885 | $326.5K | 0.01% | −15,293−94.5% | Reduced |
| Regatta Capital Group, LLC | 888 | $327.5K | 0.06% | +145+19.5% | Added |
| Arlington Trust Co LLC | 888 | $327.6K | 0.07% | +146+19.7% | Added |
| GSB Wealth Management, LLC | 889 | $328.0K | 0.08% | −58−6.1% | Reduced |
| Horan Securities, Inc. | 901 | $332.4K | 0.13% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 903 | $333.1K | 0.19% | +204+29.2% | Added |
| Wealth Advisory Solutions, LLC | 907 | $334.6K | 0.09% | −1−0.1% | Reduced |
| Meridian Wealth Management, LLC | 910 | $335.9K | 0.02% | −410−31.1% | Reduced |
| Harfst & Associates, Inc. | 913 | $337.0K | 0.07% | −3,981−81.3% | Reduced |
| Roundview Capital LLC | 915 | $337.5K | 0.02% | −1,253−57.8% | Reduced |
| LSV Asset Management | 920 | $339.0K | 0.00% | +20+2.2% | Added |
| Ritter Daniher Financial Advisory LLC | 922 | $340.1K | 0.10% | 00.0% | Unchanged |
| Forefront Wealth Partners, LLC | 929 | $342.7K | 0.26% | +929 | New |
| Consolidated Planning Corp | 931 | $343.4K | 0.05% | +78+9.1% | Added |
| Lountzis Asset Management, LLC | 932 | $343.8K | 0.15% | 00.0% | Unchanged |
| Strategic Advisors LLC | 933 | $344.2K | 0.06% | −67−6.7% | Reduced |
| Brass Tax Wealth Management, Inc | 935 | $345.1K | 0.07% | −3−0.3% | Reduced |
| Latitude Advisors, LLC | 936 | $345.3K | 0.19% | −31−3.2% | Reduced |
| Spectrum Wealth Counsel, LLC | 942 | $347.5K | 0.04% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 947 | $349.3K | 0.01% | −650−40.7% | Reduced |
| Basepoint Wealth LLC | 948 | $349.8K | 0.28% | −44−4.4% | Reduced |
| Bell Investment Advisors, Inc | 954 | $351.8K | 0.07% | −75−7.3% | Reduced |
| Compton Wealth Advisory Group, LLC | 954 | $351.9K | 0.09% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 955 | $352.4K | 0.01% | −47−4.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 956 | $352.8K | 0.03% | −190−16.6% | Reduced |
| Campion Asset Management LLC | 960 | $354.1K | 0.27% | −11−1.1% | Reduced |
| Alpha Omega Wealth Management LLC | 961 | $354.5K | 0.07% | +168+21.2% | Added |
| Prosperity Financial Group, Inc. | 964 | $355.6K | 0.18% | +91+10.4% | Added |
| First Financial Corp | 971 | $358.2K | 0.17% | −119−10.9% | Reduced |
| KFG Wealth Management, LLC | 972 | $358.6K | 0.07% | −30−3.0% | Reduced |
| Neo Ivy Capital Management | 975 | $359.0K | 0.07% | +975 | New |
| Claro Advisors LLC | 975 | $359.6K | 0.05% | −31−3.1% | Reduced |