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
- −61 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
- 284
- 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 |
|---|---|---|---|---|---|
| Moloney Securities Asset Management, LLC | 1,781 | $656.9K | 0.09% | −69−3.7% | Reduced |
| Fidelis Capital Partners, LLC | 1,626 | $658.7K | 0.07% | −2,425−59.9% | Reduced |
| Fullcircle Wealth LLC | 1,683 | $659.0K | 0.27% | −60−3.4% | Reduced |
| GAMMA Investing LLC | 1,802 | $664.8K | 0.06% | −1,296−41.8% | Reduced |
| Generali Investments, Management Co LLC | 1,803 | $665.1K | 0.17% | +1,803 | New |
| Silver Oak Securities, Inc | 1,808 | $666.6K | 0.06% | −153−7.8% | Reduced |
| Clarius Group, LLC | 1,814 | $669.2K | 0.05% | −9−0.5% | Reduced |
| RFG Advisory, LLC | 1,817 | $670.2K | 0.02% | −482−21.0% | Reduced |
| First National Bank of Hutchinson | 1,819 | $671.0K | 0.41% | −597−24.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,819 | $671.0K | 0.00% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 1,827 | $674.0K | 0.54% | +1,827 | New |
| Nilsine Partners, LLC | 1,838 | $678.0K | 0.07% | −298−14.0% | Reduced |
| Bremer Bank National Association | 1,844 | $680.3K | 0.13% | −5−0.3% | Reduced |
| Modern Wealth Management, LLC | 1,845 | $680.5K | 0.03% | −294−13.7% | Reduced |
| Garde Capital, Inc. | 1,856 | $685.0K | 0.05% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 1,856 | $685.0K | 0.21% | +8+0.4% | Added |
| GTS Securities LLC | 1,875 | $691.7K | 0.03% | −1,522−44.8% | Reduced |
| Pure Financial Advisors, Inc. | 1,878 | $692.8K | 0.02% | −337−15.2% | Reduced |
| Harbour Investments, Inc. | 1,888 | $696.4K | 0.02% | −169−8.2% | Reduced |
| Crux Wealth Advisors | 1,893 | $698.2K | 0.39% | +1,893 | New |
| Financial Counselors Inc | 1,893 | $698.3K | 0.01% | −60−3.1% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 1,894 | $699.0K | 0.03% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,900 | $700.9K | 0.10% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,907 | $703.5K | 0.25% | −40−2.1% | Reduced |
| Apella Capital, LLC | 1,910 | $704.4K | 0.03% | −26−1.3% | Reduced |
| Commerzbank Aktiengesellschaft | 1,914 | $706.0K | 0.02% | +477+33.2% | Added |
| Asset Dedication, LLC | 1,919 | $707.9K | 0.06% | −951−33.1% | Reduced |
| 1st Source Bank | 1,923 | $709.4K | 0.04% | −53−2.7% | Reduced |
| Twinbeech Capital LP | 1,930 | $712.0K | 0.01% | −126,284−98.5% | Reduced |
| Pacific Global Investment Management CO | 1,937 | $714.6K | 0.92% | −72−3.6% | Reduced |
| Inspire Advisors, LLC | 1,940 | $715.8K | 0.09% | +1,940 | New |
| Daymark Wealth Partners, LLC | 1,942 | $716.5K | 0.03% | −208−9.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,945 | $717.5K | 0.02% | −25−1.3% | Reduced |
| Magnetar Financial LLC | 1,961 | $723.4K | 0.02% | −7,485−79.2% | Reduced |
| Taylor Financial Group, Inc. | 1,965 | $724.9K | 0.50% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,971 | $727.1K | 0.07% | −374−15.9% | Reduced |
| Austin Private Wealth, LLC | 1,996 | $736.3K | 0.07% | +29+1.5% | Added |
| NJ State Employees Deferred Compensation Plan | 2,000 | $737.8K | 0.09% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 2,000 | $737.8K | 0.35% | 00.0% | Unchanged |
| Optimas Capital Ltd | 2,000 | $737.8K | 1.00% | +2,000 | New |
| Richwood Investment Advisors, LLC | 2,017 | $744.1K | 0.62% | −437−17.8% | Reduced |
| Sigma Planning Corp | 2,020 | $745.3K | 0.02% | −365−15.3% | Reduced |
| Donaldson Capital Management, LLC | 2,024 | $746.5K | 0.03% | −236−10.4% | Reduced |
| Concord Asset Management, LLC | 2,031 | $749.3K | 0.16% | +18+0.9% | Added |
| Waterway Wealth Management, LLC | 2,032 | $749.5K | 0.33% | +1,494+277.7% | Added |
| RMB Capital Management, LLC | 2,042 | $753.3K | 0.02% | −254−11.1% | Reduced |
| Ameritas Advisory Services, LLC | 2,047 | $755.2K | 0.03% | −88−4.1% | Reduced |
| Equitable Trust Co | 2,061 | $760.3K | 0.04% | +301+17.1% | Added |
| NorthRock Partners, LLC | 2,072 | $764.4K | 0.02% | −6−0.3% | Reduced |
| VELA Investment Management, LLC | 2,074 | $765.1K | 0.26% | +1,045+101.6% | Added |
| Numerai GP LLC | 2,078 | $766.6K | 0.21% | +2,078 | New |
| Hancock Whitney Corp | 2,080 | $767.3K | 0.02% | −429−17.1% | Reduced |
| Benjamin Edwards Inc | 2,091 | $771.6K | 0.01% | −51,468−96.1% | Reduced |
| Willner & Heller, LLC | 2,092 | $771.6K | 0.68% | +95+4.8% | Added |
| SeaCrest Wealth Management, LLC | 2,096 | $773.2K | 0.08% | −240−10.3% | Reduced |
| Islay Capital Management, LLC | 2,096 | $773.2K | 0.54% | +1,969+1,550.4% | Added |
| Hussman Strategic Advisors, Inc. | 2,100 | $774.7K | 0.23% | +2,100 | New |
| Fiduciary Trust Co | 2,121 | $782.4K | 0.01% | −534−20.1% | Reduced |
| James Investment Research Inc | 2,124 | $783.5K | 0.09% | −4,479−67.8% | Reduced |
| Smartleaf Asset Management LLC | 2,131 | $786.1K | 0.08% | −64−2.9% | Reduced |
| Barden Capital Management, Inc. | 2,136 | $788.0K | 0.68% | −2,115−49.8% | Reduced |
| Wealthcare Advisory Partners LLC | 2,138 | $788.6K | 0.02% | +621+40.9% | Added |
| Farther Finance Advisors, LLC | 2,157 | $795.8K | 0.03% | +634+41.6% | Added |
| Romano Brothers and Company | 2,162 | $797.6K | 0.10% | −38−1.7% | Reduced |
| Snowden Capital Advisors LLC | 2,164 | $798.1K | 0.02% | −533−19.8% | Reduced |
| Alaska Permanent Fund Corp | 2,164 | $798.3K | 0.01% | 00.0% | Unchanged |
| Chicago Capital, LLC | 2,169 | $800.1K | 0.02% | +145+7.2% | Added |
| Sumitomo Life Insurance Co | 2,173 | $801.6K | 0.02% | −91−4.0% | Reduced |
| EP Wealth Advisors, LLC | 2,201 | $812.0K | 0.01% | +159+7.8% | Added |
| 44 Wealth Management LLC | 2,207 | $814.1K | 0.31% | −628−22.2% | Reduced |
| Roberts Glore & Co Inc | 2,212 | $816.0K | 0.24% | +1,540+229.2% | Added |
| Buckley Wealth Management, LLC | 2,225 | $820.8K | 0.25% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,227 | $821.5K | 0.08% | +630+39.4% | Added |
| Copperleaf Capital, LLC | 2,239 | $825.8K | 0.52% | −485−17.8% | Reduced |
| WSFS Capital Management, LLC | 2,243 | $827.4K | 0.04% | +10.0% | Added |
| Centaurus Financial, Inc. | 2,249 | $830.0K | 0.05% | +772+52.3% | Added |
| Mutual Advisors, LLC | 2,163 | $833.4K | 0.02% | +52+2.5% | Added |
| Ameritas Investment Partners, Inc. | 2,260 | $833.7K | 0.03% | −89−3.8% | Reduced |
| Erste Asset Management GmbH | 2,258 | $837.3K | 0.01% | +390+20.9% | Added |
| Hardy Reed LLC | 2,287 | $843.7K | 0.07% | −3,590−61.1% | Reduced |
| Cidel Asset Management Inc | 2,297 | $847.4K | 0.06% | +237+11.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,300 | $848.5K | 0.02% | +394+20.7% | Added |
| Castleview Partners, LLC | 2,326 | $850.9K | 0.46% | +2,326 | New |
| Pitcairn Co | 2,307 | $851.1K | 0.05% | +50+2.2% | Added |
| Stableford Capital II LLC | 2,307 | $851.1K | 0.34% | −22−0.9% | Reduced |
| Financial Security Advisor, Inc. | 2,328 | $858.8K | 0.22% | +4+0.2% | Added |
| Exchange Traded Concepts, LLC | 2,343 | $864.3K | 0.02% | +373+18.9% | Added |
| Signaturefd, LLC | 2,345 | $864.9K | 0.02% | −2,109−47.4% | Reduced |
| Matisse Capital | 2,350 | $866.9K | 0.44% | −200−7.8% | Reduced |
| Vestor Capital, LLC | 2,350 | $867.0K | 0.07% | +4+0.2% | Added |
| Fifth Third Wealth Advisors LLC | 2,353 | $868.1K | 0.05% | +147+6.7% | Added |
| Fortem Financial Group, LLC | 2,355 | $868.8K | 0.34% | +44+1.9% | Added |
| Cigna Investments Inc | 2,359 | $870.0K | 0.15% | −31−1.3% | Reduced |
| Benchmark Investment Advisors LLC | 2,362 | $871.2K | 0.57% | −92−3.7% | Reduced |
| Trueblood Wealth Management, LLC | 2,364 | $872.1K | 0.43% | −213−8.3% | Reduced |
| Barlow Wealth Partners, Inc. | 2,250 | $875.9K | 0.11% | −25,105−91.8% | Reduced |
| Concord Wealth Partners | 2,388 | $880.8K | 0.14% | −57−2.3% | Reduced |
| Advisory Services Network, LLC | 2,399 | $884.8K | 0.02% | −1,379−36.5% | Reduced |
| Shelton Capital Management | 2,399 | $885.0K | 0.02% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 2,410 | $889.0K | 0.12% | −17−0.7% | Reduced |