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 |
|---|---|---|---|---|---|
| We Are One Seven, LLC | 2,413 | $890.2K | 0.03% | −248−9.3% | Reduced |
| Ocean Capital Management, LLC | 2,415 | $890.9K | 0.19% | +8+0.3% | Added |
| Woodline Partners LP | 2,424 | $894.2K | 0.01% | +2,424 | New |
| Gsa Capital Partners LLP | 2,451 | $904.0K | 0.07% | +1,455+146.1% | Added |
| Parallel Advisors, LLC | 2,457 | $906.7K | 0.02% | −1,357−35.6% | Reduced |
| Empower Advisory Group, LLC | 2,459 | $907.1K | 0.00% | +4+0.2% | Added |
| Callan Family Office, LLC | 2,469 | $910.8K | 0.06% | +2,469 | New |
| Simplex Trading, LLC | 2,470 | $911.0K | 0.03% | +2,470 | New |
| Thoroughbred Financial Services, LLC | 2,474 | $912.0K | 0.06% | −266−9.7% | Reduced |
| SBI Securities Co., Ltd. | 2,496 | $920.8K | 0.03% | +2,496 | New |
| Proequities, Inc. | 2,393 | $935.1K | 0.05% | −153−6.0% | Reduced |
| WESPAC Advisors SoCal, LLC | 2,544 | $938.3K | 0.21% | +63+2.5% | Added |
| Principle Wealth Partners LLC | 2,553 | $942.2K | 0.07% | −10.0% | Reduced |
| Insight Inv LLC | 2,557 | $943.3K | 0.66% | −156−5.8% | Reduced |
| Centiva Capital, LP | 2,560 | $944.4K | 0.04% | −4,901−65.7% | Reduced |
| Acropolis Investment Management, LLC | 2,564 | $945.9K | 0.06% | −6−0.2% | Reduced |
| Grove Bank & Trust | 2,575 | $949.9K | 0.13% | +2,008+354.1% | Added |
| PenderFund Capital Management Ltd. | 1,800 | $954.5K | 0.21% | +1,800 | New |
| Marathon Trading Investment Management LLC | 2,600 | $959.1K | 0.16% | +2,600 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 2,600 | $959.1K | 0.10% | +2,600 | New |
| Wedbush Securities Inc | 2,612 | $963.0K | 0.03% | −384−12.8% | Reduced |
| Congress Wealth Management LLC | 2,625 | $968.6K | 0.01% | +476+22.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,662 | $982.0K | 0.10% | −15−0.6% | Reduced |
| TD Private Client Wealth LLC | 2,684 | $990.1K | 0.03% | −310−10.4% | Reduced |
| Petrus Trust Company, LTA | 2,684 | $990.1K | 0.10% | +1,778+196.2% | Added |
| AlphaCentric Advisors LLC | 2,702 | $996.8K | 0.99% | +2,702 | New |
| Checchi Capital Advisers, LLC | 2,710 | $999.7K | 0.07% | +119+4.6% | Added |
| Trust Asset Management LLC | 2,711 | $1.00M | 0.08% | 00.0% | Unchanged |
| Hickory Asset Management, Inc. | 2,714 | $1.00M | 0.85% | +2,714 | New |
| Apollon Wealth Management, LLC | 2,715 | $1.00M | 0.02% | −759−21.8% | Reduced |
| Lake Street Advisors Group, LLC | 2,723 | $1.00M | 0.05% | −449−14.2% | Reduced |
| Suvretta Capital Management, LLC | 2,740 | $1.01M | 0.04% | +2,740 | New |
| Robertson Stephens Wealth Management, LLC | 2,750 | $1.01M | 0.04% | +12+0.4% | Added |
| Umb Bank N A | 2,752 | $1.02M | 0.02% | +273+11.0% | Added |
| Fairtree Asset Management (Pty) Ltd | 2,794 | $1.03M | 0.99% | +2,794 | New |
| Retirement Guys Formula LLC | 2,794 | $1.03M | 0.52% | +84+3.1% | Added |
| CSS LLC | 2,820 | $1.04M | 0.06% | +720+34.3% | Added |
| Westpac Banking Corp | 2,822 | $1.04M | 0.07% | −121−4.1% | Reduced |
| Searle & Co. | 2,826 | $1.04M | 0.30% | 00.0% | Unchanged |
| First American Trust, FSB | 2,828 | $1.04M | 0.10% | −26,132−90.2% | Reduced |
| CWM Advisors, LLC | 2,842 | $1.05M | 0.12% | +566+24.9% | Added |
| FSB Premier Wealth Management, Inc. | 2,844 | $1.05M | 0.42% | +329+13.1% | Added |
| Allworth Financial LP | 2,688 | $1.05M | 0.01% | +1,370+103.9% | Added |
| Professional Financial Advisors, LLC | 2,851 | $1.05M | 0.27% | +471+19.8% | Added |
| Forum Financial Management, LP | 2,860 | $1.06M | 0.02% | +34+1.2% | Added |
| Institute for Wealth Management, LLC. | 2,866 | $1.06M | 0.13% | −130−4.3% | Reduced |
| Regions Financial Corp | 2,869 | $1.06M | 0.01% | −1,509−34.5% | Reduced |
| Rehmann Capital Advisory Group | 2,878 | $1.06M | 0.07% | −119−4.0% | Reduced |
| Western Wealth Management, LLC | 2,932 | $1.08M | 0.06% | +232+8.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,936 | $1.08M | 0.13% | +195+7.1% | Added |
| Souders Financial Advisors | 2,944 | $1.09M | 0.15% | −349−10.6% | Reduced |
| Vise Technologies, Inc. | 2,947 | $1.09M | 0.09% | +830+39.2% | Added |
| Eschler Asset Management LLP | 2,953 | $1.09M | 2.56% | +2,953 | New |
| Crestline Management, LP | 2,966 | $1.09M | 0.04% | +1,704+135.0% | Added |
| Power Wealth Management LLC | 2,971 | $1.10M | 0.46% | +214+7.8% | Added |
| Frank, Rimerman Advisors LLC | 2,998 | $1.11M | 0.08% | −796−21.0% | Reduced |
| National Asset Management, Inc. | 3,014 | $1.11M | 0.04% | −557−15.6% | Reduced |
| Sentry LLC | 3,043 | $1.12M | 0.22% | −166−5.2% | Reduced |
| King Wealth | 3,043 | $1.12M | 0.16% | +250+9.0% | Added |
| Schonfeld Strategic Advisors LLC | 3,048 | $1.12M | 0.01% | −15,528−83.6% | Reduced |
| WS Portfolio Advisory, LLC | 3,084 | $1.14M | 4.63% | +3,084 | New |
| Valeo Financial Advisors, LLC | 3,087 | $1.14M | 0.03% | −886−22.3% | Reduced |
| Wealth Architects, LLC | 3,093 | $1.14M | 0.13% | −31−1.0% | Reduced |
| China Universal Asset Management Co., Ltd. | 3,106 | $1.15M | 0.11% | +3,106 | New |
| Clear Harbor Asset Management, LLC | 3,114 | $1.15M | 0.09% | +1,633+110.3% | Added |
| Qtron Investments LLC | 3,121 | $1.15M | 0.16% | −573−15.5% | Reduced |
| PEAK6 LLC | 3,133 | $1.16M | 0.05% | +3,133 | New |
| Mission Wealth Management, LP | 3,138 | $1.16M | 0.03% | +1,017+47.9% | Added |
| Knollwood Investment Advisory, LLC | 3,164 | $1.17M | 0.12% | 00.0% | Unchanged |
| Todd Asset Management LLC | 3,202 | $1.18M | 0.03% | −66,271−95.4% | Reduced |
| Pinnacle Financial Partners Inc | 2,887 | $1.19M | 0.02% | −58−2.0% | Reduced |
| Inkwell Capital LLC | 3,240 | $1.20M | 1.28% | +3,240 | New |
| Profund Advisors LLC | 3,264 | $1.20M | 0.04% | −578−15.0% | Reduced |
| Haverford Trust Co | 3,268 | $1.21M | 0.01% | −22−0.7% | Reduced |
| Raiffeisen Bank International AG | 3,282 | $1.21M | 0.02% | +3,282 | New |
| Atlantic Union Bankshares Corp | 3,282 | $1.21M | 0.07% | −3,382−50.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,325 | $1.23M | 0.26% | −390−10.5% | Reduced |
| Pinnacle Associates Ltd | 3,328 | $1.23M | 0.02% | +100+3.1% | Added |
| Brighton Jones LLC | 3,343 | $1.23M | 0.04% | −9−0.3% | Reduced |
| AE Wealth Management LLC | 3,370 | $1.24M | 0.01% | −586−14.8% | Reduced |
| Drucker Wealth 3.0, LLC | 3,375 | $1.25M | 0.29% | −1,009−23.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,381 | $1.25M | 0.07% | −154−4.4% | Reduced |
| HighPoint Advisor Group LLC | 3,192 | $1.25M | 0.07% | −277−8.0% | Reduced |
| Kornitzer Capital Management Inc | 3,400 | $1.25M | 0.02% | −95−2.7% | Reduced |
| Csenge Advisory Group | 3,410 | $1.26M | 0.07% | −1,250−26.8% | Reduced |
| Merit Financial Group, LLC | 3,418 | $1.26M | 0.02% | +192+6.0% | Added |
| MUFG Securities Americas Inc. | 3,424 | $1.26M | 0.16% | +3,424 | New |
| Caisse des Depots Et Consignations | 3,430 | $1.27M | 0.06% | +3,430 | New |
| Integrated Advisors Network LLC | 3,461 | $1.28M | 0.06% | −2,481−41.8% | Reduced |
| Naviter Wealth, LLC | 3,524 | $1.30M | 0.16% | +3,524 | New |
| Retirement Planning Group, LLC | 3,553 | $1.31M | 1.44% | +3,553 | New |
| Stratos Wealth Partners, LTD. | 3,577 | $1.32M | 0.02% | −6,832−65.6% | Reduced |
| Sapient Capital LLC | 3,621 | $1.34M | 0.03% | −631−14.8% | Reduced |
| IMA Wealth, Inc. | 3,626 | $1.34M | 0.16% | −871−19.4% | Reduced |
| Aptus Capital Advisors, LLC | 3,633 | $1.34M | 0.02% | −27,660−88.4% | Reduced |
| Intrust Bank NA | 3,655 | $1.35M | 0.14% | −1,183−24.5% | Reduced |
| Atlas Capital Advisors LLC | 3,664 | $1.35M | 0.17% | −891−19.6% | Reduced |
| Machina Capital S.A.S. | 3,666 | $1.35M | 0.57% | +1,027+38.9% | Added |
| Uncommon Cents Investing LLC | 3,690 | $1.36M | 0.41% | −5−0.1% | Reduced |
| Qsemble Capital Management, LP | 3,693 | $1.36M | 0.18% | −6,283−63.0% | Reduced |