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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,300 | $479.6K | 0.02% | +122+10.4% | Added |
| Finward Bancorp | 1,303 | $480.7K | 0.42% | +1,303 | New |
| Salem Investment Counselors Inc | 1,311 | $483.6K | 0.02% | −4−0.3% | Reduced |
| Atlas Private Wealth Advisors | 1,314 | $484.7K | 0.07% | −94−6.7% | Reduced |
| Fielder Capital Group LLC | 1,314 | $484.8K | 0.15% | −148−10.1% | Reduced |
| Van Hulzen Asset Management, LLC | 1,315 | $485.1K | 0.04% | +543+70.3% | Added |
| St Germain D J Co Inc | 1,322 | $487.7K | 0.02% | +476+56.3% | Added |
| Northern Financial Advisors Inc | 1,323 | $488.1K | 0.39% | −587−30.7% | Reduced |
| PFG Investments, LLC | 1,337 | $493.2K | 0.03% | +4+0.3% | Added |
| T. Rowe Price Investment Management, Inc. | 1,338 | $494.0K | 0.00% | −30,321−95.8% | Reduced |
| Defined Wealth Management, LLC | 1,340 | $494.3K | 0.33% | −429−24.3% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,343 | $495.3K | 0.37% | +25+1.9% | Added |
| Independence Bank of Kentucky | 1,359 | $501.3K | 0.08% | +56+4.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,366 | $503.9K | 0.02% | −1,421−51.0% | Reduced |
| SevenBridge Financial Group, LLC | 1,295 | $506.6K | 0.10% | −394−23.3% | Reduced |
| Horizon Bancorp Inc | 1,380 | $509.0K | 0.24% | −6−0.4% | Reduced |
| J.W. Cole Advisors, Inc. | 1,383 | $510.1K | 0.02% | +58+4.4% | Added |
| Tranquilli Financial Advisor LLC | 1,387 | $511.7K | 0.32% | +171+14.1% | Added |
| Taylor Hoffman Capital Management LLC | 1,390 | $512.8K | 0.19% | −38−2.7% | Reduced |
| Valmark Advisers, Inc. | 1,395 | $514.5K | 0.01% | −314−18.4% | Reduced |
| Conning Inc. | 1,401 | $516.8K | 0.02% | −347−19.9% | Reduced |
| Centric Wealth Management | 1,403 | $517.6K | 0.14% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,404 | $517.8K | 0.03% | −474−25.2% | Reduced |
| Coastal Investment Advisors, Inc. | 1,395 | $518.3K | 0.21% | −8−0.6% | Reduced |
| McLean Asset Management Corp | 1,407 | $519.1K | 0.16% | −131−8.5% | Reduced |
| Hollencrest Capital Management | 1,415 | $522.0K | 0.02% | +4+0.3% | Added |
| E Fund Management Co., Ltd. | 1,425 | $525.7K | 0.03% | +760+114.3% | Added |
| Beacon Financial Group | 1,429 | $527.2K | 0.06% | −144−9.2% | Reduced |
| Keystone Financial Services | 1,436 | $529.6K | 0.20% | +33+2.4% | Added |
| Oregon Pacific Wealth Management, LLC | 1,441 | $531.6K | 0.52% | +1,441 | New |
| Herold Advisors, Inc. | 1,443 | $532.3K | 0.12% | −973−40.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,453 | $536.0K | 0.03% | −308−17.5% | Reduced |
| Concurrent Investment Advisors, LLC | 1,454 | $536.3K | 0.01% | −21−1.4% | Reduced |
| Skopos Labs, Inc. | 1,455 | $536.8K | 0.16% | −131−8.3% | Reduced |
| Strategic Financial Services, Inc, | 1,458 | $537.9K | 0.03% | −325−18.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,460 | $538.6K | 0.09% | −370−20.2% | Reduced |
| Compass Wealth Management LLC | 1,468 | $541.5K | 0.13% | −50−3.3% | Reduced |
| GeoWealth Management, LLC | 1,469 | $542.1K | 0.02% | +248+20.3% | Added |
| CVFG LLC | 1,473 | $543.3K | 0.50% | +1,473 | New |
| Heritage Trust Co | 1,475 | $544.1K | 0.06% | +1,475 | New |
| Quent Capital, LLC | 1,488 | $549.0K | 0.06% | +30+2.1% | Added |
| Kapstone Financial Advisors LLC | 1,379 | $552.0K | 0.29% | −247−15.2% | Reduced |
| Michael B. Yongue | 1,509 | $556.7K | 0.44% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,509 | $556.8K | 0.01% | +490+48.1% | Added |
| Colonial River Wealth Management, LLC | 1,509 | $556.8K | 0.27% | +946+168.0% | Added |
| Harbor Investment Advisory, LLC | 1,510 | $557.0K | 0.05% | −387−20.4% | Reduced |
| Global Trust Asset Management, LLC | 1,512 | $557.8K | 0.21% | −63−4.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,512 | $557.8K | 0.01% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 1,514 | $558.5K | 0.52% | +1,514 | New |
| Linden Thomas Advisory Services, LLC | 1,516 | $559.3K | 0.07% | −72−4.5% | Reduced |
| PDS Planning, Inc | 1,518 | $560.0K | 0.05% | −166−9.9% | Reduced |
| Howard Capital Management Inc. | 1,524 | $562.2K | 0.01% | +72+5.0% | Added |
| Middleton & Co Inc | 1,525 | $562.6K | 0.06% | 00.0% | Unchanged |
| Twin Capital Management Inc | 1,535 | $566.3K | 0.06% | −17−1.1% | Reduced |
| Berkshire Asset Management LLC | 1,414 | $567.0K | 0.03% | −12−0.8% | Reduced |
| Advisors Capital Management, LLC | 1,537 | $567.2K | 0.01% | −256−14.3% | Reduced |
| Stenger Family Office, LLC | 1,539 | $567.7K | 0.19% | +1,539 | New |
| Impact Investors, Inc | 1,540 | $568.3K | 0.44% | +1,540 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 1,544 | $569.6K | 1.11% | +33+2.2% | Added |
| Thomasville National Bank | 1,555 | $573.6K | 0.04% | +5+0.3% | Added |
| Plancorp, LLC | 1,564 | $577.0K | 0.02% | −58−3.6% | Reduced |
| Graypoint LLC | 1,570 | $579.1K | 0.04% | −1,161−42.5% | Reduced |
| Quadrant Capital Group LLC | 1,576 | $581.4K | 0.04% | −714−31.2% | Reduced |
| Natural Investments, LLC | 1,582 | $583.0K | 0.16% | +1,582 | New |
| Terry L. Blaker | 1,582 | $583.6K | 0.02% | −3−0.2% | Reduced |
| Meriwether Wealth & Planning, LLC | 1,604 | $591.7K | 0.42% | +1,604 | New |
| Busey Wealth Management | 1,607 | $592.8K | 0.02% | −62−3.7% | Reduced |
| Private Trust Co NA | 1,608 | $593.1K | 0.06% | −20−1.2% | Reduced |
| Ruggaard & Associates LLC | 1,609 | $593.6K | 0.26% | 00.0% | Unchanged |
| Scientech Research LLC | 1,610 | $593.9K | 0.17% | −135−7.7% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,646 | $607.2K | 0.14% | −20−1.2% | Reduced |
| LRI Investments, LLC | 1,646 | $607.2K | 0.06% | −15−0.9% | Reduced |
| Brogan Financial, Inc. | 1,663 | $613.4K | 0.30% | +7+0.4% | Added |
| Penserra Capital Management LLC | 1,671 | $614.0K | 0.01% | +562+50.7% | Added |
| Evermay Wealth Management LLC | 1,667 | $615.0K | 0.09% | +89+5.6% | Added |
| Bailard, Inc. | 1,677 | $618.6K | 0.02% | −4,609−73.3% | Reduced |
| Citizens Financial Group Inc | 1,679 | $619.2K | 0.01% | −985−37.0% | Reduced |
| Outlook Wealth Advisors, LLC | 1,681 | $620.0K | 0.18% | +7+0.4% | Added |
| DGS Capital Management, LLC | 1,683 | $620.8K | 0.16% | −633−27.3% | Reduced |
| Ballentine Partners, LLC | 1,691 | $623.6K | 0.01% | −611−26.5% | Reduced |
| Keystone Financial Group | 1,679 | $624.6K | 0.06% | +309+22.6% | Added |
| Humankind Investments LLC | 1,695 | $625.3K | 0.16% | +505+42.4% | Added |
| Detalus Advisors, LLC | 1,695 | $625.4K | 0.21% | −112−6.2% | Reduced |
| Two Sigma Securities, LLC | 1,700 | $627.1K | 0.11% | −2,476−59.3% | Reduced |
| Founders Grove Wealth Partners, LLC | 1,712 | $631.6K | 0.18% | +1,712 | New |
| Verus Financial Partners, Inc. | 1,666 | $634.9K | 0.07% | −48−2.8% | Reduced |
| Central Trust Co | 1,726 | $636.7K | 0.02% | +195+12.7% | Added |
| Bedel Financial Consulting, Inc. | 1,596 | $641.8K | 0.09% | +334+26.5% | Added |
| Naples Global Advisors, LLC | 1,740 | $641.9K | 0.06% | +480+38.1% | Added |
| Gratus Wealth Advisors, LLC | 1,743 | $643.0K | 0.10% | −24−1.4% | Reduced |
| Kirtland Hills Capital Management, LLC | 1,754 | $647.0K | 0.41% | −116−6.2% | Reduced |
| InvesTrust | 1,759 | $648.7K | 0.18% | +1,759 | New |
| Heritage Wealth Management, Inc. | 1,760 | $649.2K | 0.22% | −207−10.5% | Reduced |
| United Community Bank | 1,760 | $649.3K | 0.25% | +154+9.6% | Added |
| Systematic Financial Management LP | 1,760 | $649.3K | 0.02% | +795+82.4% | Added |
| Money Concepts Capital Corp | 1,764 | $650.9K | 0.05% | +146+9.0% | Added |
| Vega Investment Solutions | 1,767 | $651.8K | 0.54% | +1,767 | New |
| Sendero Wealth Management, LLC | 1,774 | $654.4K | 0.10% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 1,776 | $655.2K | 0.29% | +238+15.5% | Added |
| H&H Retirement Design & Management INC | 1,705 | $656.6K | 0.40% | +227+15.4% | Added |