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 |
|---|---|---|---|---|---|
| Farmers Trust Co | 975 | $359.7K | 0.07% | −107−9.9% | Reduced |
| Palisades Hudson Asset Management, L.P. | 977 | $360.0K | 0.15% | −1−0.1% | Reduced |
| Capital Investment Advisory Services, LLC | 985 | $363.4K | 0.03% | −37−3.6% | Reduced |
| Kuhn & Co Investment Counsel | 1,000 | $368.9K | 0.31% | −6−0.6% | Reduced |
| Lantern Wealth Advisors, LLC | 1,000 | $368.9K | 0.24% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 1,001 | $369.3K | 0.12% | −655−39.6% | Reduced |
| Permanens Capital L.P. | 1,009 | $372.2K | 0.07% | 00.0% | Unchanged |
| Everett Harris & Co | 1,009 | $372.2K | 0.00% | +8+0.8% | Added |
| First Financial Bank - Trust Division | 1,013 | $373.7K | 0.03% | −16−1.6% | Reduced |
| Moore Capital Management, LP | 1,014 | $374.1K | 0.01% | −38,986−97.5% | Reduced |
| ICW Investment Advisors LLC | 1,015 | $374.6K | 0.16% | +1,015 | New |
| Perpetual Ltd | 1,019 | $375.9K | 0.00% | −270,283−99.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,020 | $376.5K | 0.01% | −294−22.4% | Reduced |
| Aspen Investment Management Inc | 1,021 | $377.0K | 0.18% | 00.0% | Unchanged |
| Dahring | Cusmano LLC | 1,023 | $377.4K | 0.34% | +1,023 | New |
| Integrated Investment Consultants, LLC | 1,027 | $378.9K | 0.08% | +2+0.2% | Added |
| Wealthspire Advisors, LLC | 1,028 | $379.4K | 0.00% | +188+22.4% | Added |
| Colonial Trust Co | 1,029 | $379.6K | 0.06% | −257−20.0% | Reduced |
| Capital International Sarl | 1,029 | $379.6K | 0.01% | +254+32.8% | Added |
| Kelly Financial Group LLC | 1,035 | $381.8K | 0.14% | +1,035 | New |
| ROI Financial Advisors, LLC | 1,037 | $382.4K | 0.26% | −471−31.2% | Reduced |
| Glenview Trust Co | 1,038 | $382.9K | 0.01% | −391−27.4% | Reduced |
| Golden State Equity Partners | 1,038 | $382.9K | 0.07% | −1,768−63.0% | Reduced |
| Claris Financial LLC | 1,043 | $384.9K | 0.25% | +1,043 | New |
| Harbour Trust & Investment Management Co | 1,044 | $385.1K | 0.04% | +315+43.2% | Added |
| Wealth Management Associates, Inc. | 1,053 | $388.5K | 0.17% | −334−24.1% | Reduced |
| Journey Strategic Wealth LLC | 1,053 | $388.6K | 0.01% | +395+60.0% | Added |
| SRS Capital Advisors, Inc. | 1,057 | $389.7K | 0.02% | −204−16.2% | Reduced |
| Affinity Investment Advisors, LLC | 1,057 | $389.9K | 0.32% | −113−9.7% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,061 | $391.3K | 0.09% | +35+3.4% | Added |
| Whalen Wealth Management Inc. | 1,064 | $392.5K | 0.27% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 1,068 | $394.0K | 0.10% | −200−15.8% | Reduced |
| Cim Investment Mangement Inc | 1,069 | $394.4K | 0.12% | +5+0.5% | Added |
| Gryphon Financial Partners LLC | 1,069 | $394.4K | 0.06% | −181−14.5% | Reduced |
| First Foundation Advisors | 1,074 | $396.2K | 0.01% | −126−10.5% | Reduced |
| First Western Trust Bank | 1,075 | $396.6K | 0.02% | +2+0.2% | Added |
| Ritholtz Wealth Management | 1,079 | $398.1K | 0.01% | −2,198−67.1% | Reduced |
| Fulton Bank, N.A. | 1,080 | $398.4K | 0.02% | −49−4.3% | Reduced |
| Disciplined Investors, L.L.C. | 1,006 | $399.0K | 0.38% | +1,006 | New |
| Kathmere Capital Management, LLC | 1,085 | $400.3K | 0.04% | +1,085 | New |
| AssuredPartners Investment Advisors, LLC | 1,087 | $400.9K | 0.08% | +1,087 | New |
| Blueshift Asset Management, LLC | 1,090 | $402.1K | 0.15% | +1,090 | New |
| Moneta Group Investment Advisors LLC | 1,098 | $405.1K | 0.01% | −71−6.1% | Reduced |
| Milestone Asset Management, LLC | 1,098 | $405.1K | 0.09% | +297+37.1% | Added |
| Novem Group | 1,099 | $405.4K | 0.06% | +1,099 | New |
| Dodge & Cox | 1,100 | $405.8K | 0.00% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 1,100 | $405.8K | 0.47% | +1,100 | New |
| Sara-Bay Financial | 1,102 | $406.4K | 0.15% | −350−24.1% | Reduced |
| Brown Brothers Harriman & Co | 1,103 | $406.9K | 0.00% | +450+68.9% | Added |
| Arkadios Wealth Advisors | 1,107 | $408.3K | 0.02% | +114+11.5% | Added |
| Hengehold Capital Management LLC | 1,108 | $408.9K | 0.04% | +20+1.8% | Added |
| Oxford Financial Group Ltd | 1,110 | $409.5K | 0.03% | −28−2.5% | Reduced |
| Phoenix Holdings Ltd. | 1,110 | $409.5K | 0.01% | +104+10.3% | Added |
| Cardiff Park Advisors, LLC | 1,118 | $412.4K | 0.04% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 1,121 | $413.5K | 0.16% | −49−4.2% | Reduced |
| Seeds Investor LLC | 1,130 | $416.7K | 0.12% | −842−42.7% | Reduced |
| Wealth Alliance | 1,138 | $419.9K | 0.05% | −212−15.7% | Reduced |
| FNY Investment Advisers, LLC | 1,149 | $423.0K | 0.22% | +1,149 | New |
| Fukoku Mutual Life Insurance Co | 1,148 | $423.5K | 0.03% | +166+16.9% | Added |
| Monarch Capital Management Inc | 1,153 | $425.3K | 0.12% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,118 | $426.3K | 0.02% | −1,230−52.4% | Reduced |
| Los Angeles Capital Management LLC | 1,163 | $429.0K | 0.00% | −2,998−72.0% | Reduced |
| Weinberger Asset Management, Inc | 1,173 | $432.8K | 0.18% | −5−0.4% | Reduced |
| Texas Yale Capital Corp. | 1,175 | $433.5K | 0.02% | +105+9.8% | Added |
| IFP Advisors, Inc | 1,179 | $435.3K | 0.01% | +22+1.9% | Added |
| Savvy Advisors, Inc. | 1,187 | $438.0K | 0.05% | +446+60.2% | Added |
| Miracle Mile Advisors, LLC | 1,194 | $440.5K | 0.01% | −248−17.2% | Reduced |
| Lifeworks Advisors, LLC | 1,197 | $441.6K | 0.08% | +160+15.4% | Added |
| Ransom Advisory, Ltd | 1,200 | $442.7K | 0.20% | −125−9.4% | Reduced |
| Legacy Advisors, LLC | 1,200 | $442.7K | 0.04% | −54−4.3% | Reduced |
| Highland Capital Management, LLC | 1,200 | $442.7K | 0.03% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 1,214 | $447.8K | 0.02% | −151−11.1% | Reduced |
| Howard Bailey Securities, LLC | 1,220 | $450.1K | 0.17% | +437+55.8% | Added |
| JGP Global Gestao de Recursos Ltda. | 1,226 | $452.3K | 1.03% | −1−0.1% | Reduced |
| Prudent Man Advisors, LLC | 1,229 | $453.4K | 0.16% | −253−17.1% | Reduced |
| World Equity Group, Inc. | 1,229 | $453.4K | 0.10% | −12−1.0% | Reduced |
| Brookstone Capital Management | 1,230 | $453.8K | 0.01% | −169−12.1% | Reduced |
| Moors & Cabot, Inc. | 1,231 | $454.1K | 0.02% | −767−38.4% | Reduced |
| Net Worth Advisory Group | 1,232 | $454.4K | 0.14% | −322−20.7% | Reduced |
| Accredited Investors Inc. | 1,237 | $456.3K | 0.03% | +24+2.0% | Added |
| Prospera Financial Services Inc | 1,233 | $456.9K | 0.01% | +8+0.7% | Added |
| VisionPoint Advisory Group, LLC | 1,253 | $458.4K | 0.16% | +1,253 | New |
| Joel Isaacson & Co., LLC | 1,243 | $458.5K | 0.02% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,166 | $458.6K | 0.16% | +5+0.4% | Added |
| Sage Mountain Advisors LLC | 1,249 | $460.8K | 0.03% | −333−21.0% | Reduced |
| Change Path, LLC | 1,249 | $460.8K | 0.01% | +157+14.4% | Added |
| Shufro Rose & Co LLC | 1,250 | $461.1K | 0.04% | −13−1.0% | Reduced |
| Keel Point, LLC | 1,254 | $462.6K | 0.04% | +54+4.5% | Added |
| Financial Enhancement Group LLC | 1,172 | $464.7K | 0.07% | +338+40.5% | Added |
| AIA Group Ltd | 1,260 | $464.8K | 0.01% | −3,944−75.8% | Reduced |
| Callan Capital, LLC | 1,262 | $465.6K | 0.03% | +425+50.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 1,266 | $467.0K | 0.01% | −416−24.7% | Reduced |
| Convergence Financial, LLC | 1,271 | $468.9K | 0.09% | +171+15.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,273 | $469.6K | 0.15% | +60+4.9% | Added |
| Meritage Portfolio Management | 1,279 | $471.8K | 0.03% | −10,237−88.9% | Reduced |
| J. W. Coons Advisors, LLC | 1,280 | $472.2K | 0.12% | −200−13.5% | Reduced |
| Pathway Financial Advisers, LLC | 1,284 | $473.6K | 0.16% | −656,323−99.8% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,287 | $474.8K | 0.15% | +16+1.3% | Added |
| Indie Asset Partners, LLC | 1,295 | $477.6K | 0.38% | −2−0.2% | Reduced |
| Wesbanco Bank Inc | 1,299 | $479.2K | 0.02% | −36−2.7% | Reduced |