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 | 1,702 | $107.2B |
| Q2 2024 | 1,712 | $112.7B |
| Q1 2024 | 1,672 | $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 | 1,550 | $108.8B |
| Q3 2022 | 1,448 | $97.0B |
| Q2 2022 | 1,443 | $103.2B |
| Q1 2022 | 1,423 | $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 |
|---|---|---|---|---|---|
| Fuller & Thaler Asset Management, Inc. | 1,819 | $671.0K | 0.00% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,817 | $670.2K | 0.02% | −482−21.0% | Reduced |
| Clarius Group, LLC | 1,814 | $669.2K | 0.05% | −9−0.5% | Reduced |
| Silver Oak Securities, Inc | 1,808 | $666.6K | 0.06% | −153−7.8% | Reduced |
| Generali Investments, Management Co LLC | 1,803 | $665.1K | 0.17% | +1,803 | New |
| GAMMA Investing LLC | 1,802 | $664.8K | 0.06% | −1,296−41.8% | Reduced |
| Fullcircle Wealth LLC | 1,683 | $659.0K | 0.27% | −60−3.4% | Reduced |
| Fidelis Capital Partners, LLC | 1,626 | $658.7K | 0.07% | −2,425−59.9% | Reduced |
| Moloney Securities Asset Management, LLC | 1,781 | $656.9K | 0.09% | −69−3.7% | Reduced |
| H&H Retirement Design & Management INC | 1,705 | $656.6K | 0.40% | +227+15.4% | Added |
| Oxford Asset Management LLP | 1,776 | $655.2K | 0.29% | +238+15.5% | Added |
| Sendero Wealth Management, LLC | 1,774 | $654.4K | 0.10% | 00.0% | Unchanged |
| Vega Investment Solutions | 1,767 | $651.8K | 0.54% | +1,767 | New |
| Money Concepts Capital Corp | 1,764 | $650.9K | 0.05% | +146+9.0% | Added |
| 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 |
| Heritage Wealth Management, Inc. | 1,760 | $649.2K | 0.22% | −207−10.5% | Reduced |
| InvesTrust | 1,759 | $648.7K | 0.18% | +1,759 | New |
| Kirtland Hills Capital Management, LLC | 1,754 | $647.0K | 0.41% | −116−6.2% | Reduced |
| Gratus Wealth Advisors, LLC | 1,743 | $643.0K | 0.10% | −24−1.4% | Reduced |
| Naples Global Advisors, LLC | 1,740 | $641.9K | 0.06% | +480+38.1% | Added |
| Bedel Financial Consulting, Inc. | 1,596 | $641.8K | 0.09% | +334+26.5% | Added |
| Central Trust Co | 1,726 | $636.7K | 0.02% | +195+12.7% | Added |
| Verus Financial Partners, Inc. | 1,666 | $634.9K | 0.07% | −48−2.8% | Reduced |
| Founders Grove Wealth Partners, LLC | 1,712 | $631.6K | 0.18% | +1,712 | New |
| Two Sigma Securities, LLC | 1,700 | $627.1K | 0.11% | −2,476−59.3% | Reduced |
| Detalus Advisors, LLC | 1,695 | $625.4K | 0.21% | −112−6.2% | Reduced |
| Humankind Investments LLC | 1,695 | $625.3K | 0.16% | +505+42.4% | Added |
| Keystone Financial Group | 1,679 | $624.6K | 0.06% | +309+22.6% | Added |
| Ballentine Partners, LLC | 1,691 | $623.6K | 0.01% | −611−26.5% | Reduced |
| DGS Capital Management, LLC | 1,683 | $620.8K | 0.16% | −633−27.3% | Reduced |
| Outlook Wealth Advisors, LLC | 1,681 | $620.0K | 0.18% | +7+0.4% | Added |
| Citizens Financial Group Inc | 1,679 | $619.2K | 0.01% | −985−37.0% | Reduced |
| Bailard, Inc. | 1,677 | $618.6K | 0.02% | −4,609−73.3% | Reduced |
| Evermay Wealth Management LLC | 1,667 | $615.0K | 0.09% | +89+5.6% | Added |
| Penserra Capital Management LLC | 1,671 | $614.0K | 0.01% | +562+50.7% | Added |
| Brogan Financial, Inc. | 1,663 | $613.4K | 0.30% | +7+0.4% | Added |
| 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 |
| Scientech Research LLC | 1,610 | $593.9K | 0.17% | −135−7.7% | Reduced |
| Ruggaard & Associates LLC | 1,609 | $593.6K | 0.26% | 00.0% | Unchanged |
| Private Trust Co NA | 1,608 | $593.1K | 0.06% | −20−1.2% | Reduced |
| Busey Wealth Management | 1,607 | $592.8K | 0.02% | −62−3.7% | Reduced |
| Meriwether Wealth & Planning, LLC | 1,604 | $591.7K | 0.42% | +1,604 | New |
| Terry L. Blaker | 1,582 | $583.6K | 0.02% | −3−0.2% | Reduced |
| Natural Investments, LLC | 1,582 | $583.0K | 0.16% | +1,582 | New |
| Quadrant Capital Group LLC | 1,576 | $581.4K | 0.04% | −714−31.2% | Reduced |
| Graypoint LLC | 1,570 | $579.1K | 0.04% | −1,161−42.5% | Reduced |
| Plancorp, LLC | 1,564 | $577.0K | 0.02% | −58−3.6% | Reduced |
| Thomasville National Bank | 1,555 | $573.6K | 0.04% | +5+0.3% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,544 | $569.6K | 1.11% | +33+2.2% | Added |
| Impact Investors, Inc | 1,540 | $568.3K | 0.44% | +1,540 | New |
| Stenger Family Office, LLC | 1,539 | $567.7K | 0.19% | +1,539 | New |
| Advisors Capital Management, LLC | 1,537 | $567.2K | 0.01% | −256−14.3% | Reduced |
| Berkshire Asset Management LLC | 1,414 | $567.0K | 0.03% | −12−0.8% | Reduced |
| Twin Capital Management Inc | 1,535 | $566.3K | 0.06% | −17−1.1% | Reduced |
| Middleton & Co Inc | 1,525 | $562.6K | 0.06% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 1,524 | $562.2K | 0.01% | +72+5.0% | Added |
| PDS Planning, Inc | 1,518 | $560.0K | 0.05% | −166−9.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,516 | $559.3K | 0.07% | −72−4.5% | Reduced |
| Avantra Family Wealth, Inc. | 1,514 | $558.5K | 0.52% | +1,514 | New |
| 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 |
| Harbor Investment Advisory, LLC | 1,510 | $557.0K | 0.05% | −387−20.4% | Reduced |
| 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 |
| Michael B. Yongue | 1,509 | $556.7K | 0.44% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 1,379 | $552.0K | 0.29% | −247−15.2% | Reduced |
| Quent Capital, LLC | 1,488 | $549.0K | 0.06% | +30+2.1% | Added |
| Heritage Trust Co | 1,475 | $544.1K | 0.06% | +1,475 | New |
| CVFG LLC | 1,473 | $543.3K | 0.50% | +1,473 | New |
| GeoWealth Management, LLC | 1,469 | $542.1K | 0.02% | +248+20.3% | Added |
| Compass Wealth Management LLC | 1,468 | $541.5K | 0.13% | −50−3.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,460 | $538.6K | 0.09% | −370−20.2% | Reduced |
| Strategic Financial Services, Inc, | 1,458 | $537.9K | 0.03% | −325−18.2% | Reduced |
| Skopos Labs, Inc. | 1,455 | $536.8K | 0.16% | −131−8.3% | Reduced |
| Concurrent Investment Advisors, LLC | 1,454 | $536.3K | 0.01% | −21−1.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,453 | $536.0K | 0.03% | −308−17.5% | Reduced |
| Herold Advisors, Inc. | 1,443 | $532.3K | 0.12% | −973−40.3% | Reduced |
| Oregon Pacific Wealth Management, LLC | 1,441 | $531.6K | 0.52% | +1,441 | New |
| Keystone Financial Services | 1,436 | $529.6K | 0.20% | +33+2.4% | Added |
| Beacon Financial Group | 1,429 | $527.2K | 0.06% | −144−9.2% | Reduced |
| E Fund Management Co., Ltd. | 1,425 | $525.7K | 0.03% | +760+114.3% | Added |
| Hollencrest Capital Management | 1,415 | $522.0K | 0.02% | +4+0.3% | Added |
| McLean Asset Management Corp | 1,407 | $519.1K | 0.16% | −131−8.5% | Reduced |
| Coastal Investment Advisors, Inc. | 1,395 | $518.3K | 0.21% | −8−0.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,404 | $517.8K | 0.03% | −474−25.2% | Reduced |
| Centric Wealth Management | 1,403 | $517.6K | 0.14% | 00.0% | Unchanged |
| Conning Inc. | 1,401 | $516.8K | 0.02% | −347−19.9% | Reduced |
| Valmark Advisers, Inc. | 1,395 | $514.5K | 0.01% | −314−18.4% | Reduced |
| Taylor Hoffman Capital Management LLC | 1,390 | $512.8K | 0.19% | −38−2.7% | Reduced |
| Tranquilli Financial Advisor LLC | 1,387 | $511.7K | 0.32% | +171+14.1% | Added |
| J.W. Cole Advisors, Inc. | 1,383 | $510.1K | 0.02% | +58+4.4% | Added |
| Horizon Bancorp Inc | 1,380 | $509.0K | 0.24% | −6−0.4% | Reduced |
| SevenBridge Financial Group, LLC | 1,295 | $506.6K | 0.10% | −394−23.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,366 | $503.9K | 0.02% | −1,421−51.0% | Reduced |
| Independence Bank of Kentucky | 1,359 | $501.3K | 0.08% | +56+4.3% | Added |
| Patrick M Sweeney & Associates, Inc | 1,343 | $495.3K | 0.37% | +25+1.9% | Added |
| Defined Wealth Management, LLC | 1,340 | $494.3K | 0.33% | −429−24.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,338 | $494.0K | 0.00% | −30,321−95.8% | Reduced |