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 |
|---|---|---|---|---|---|
| PFG Investments, LLC | 1,337 | $493.2K | 0.03% | +4+0.3% | Added |
| Northern Financial Advisors Inc | 1,323 | $488.1K | 0.39% | −587−30.7% | Reduced |
| St Germain D J Co Inc | 1,322 | $487.7K | 0.02% | +476+56.3% | Added |
| Van Hulzen Asset Management, LLC | 1,315 | $485.1K | 0.04% | +543+70.3% | Added |
| Fielder Capital Group LLC | 1,314 | $484.8K | 0.15% | −148−10.1% | Reduced |
| Atlas Private Wealth Advisors | 1,314 | $484.7K | 0.07% | −94−6.7% | Reduced |
| Salem Investment Counselors Inc | 1,311 | $483.6K | 0.02% | −4−0.3% | Reduced |
| Finward Bancorp | 1,303 | $480.7K | 0.42% | +1,303 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,300 | $479.6K | 0.02% | +122+10.4% | Added |
| Wesbanco Bank Inc | 1,299 | $479.2K | 0.02% | −36−2.7% | Reduced |
| Indie Asset Partners, LLC | 1,295 | $477.6K | 0.38% | −2−0.2% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,287 | $474.8K | 0.15% | +16+1.3% | Added |
| Pathway Financial Advisers, LLC | 1,284 | $473.6K | 0.16% | −656,323−99.8% | Reduced |
| J. W. Coons Advisors, LLC | 1,280 | $472.2K | 0.12% | −200−13.5% | Reduced |
| Meritage Portfolio Management | 1,279 | $471.8K | 0.03% | −10,237−88.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,273 | $469.6K | 0.15% | +60+4.9% | Added |
| Convergence Financial, LLC | 1,271 | $468.9K | 0.09% | +171+15.5% | Added |
| Sanibel Captiva Trust Company, Inc. | 1,266 | $467.0K | 0.01% | −416−24.7% | Reduced |
| Callan Capital, LLC | 1,262 | $465.6K | 0.03% | +425+50.8% | Added |
| AIA Group Ltd | 1,260 | $464.8K | 0.01% | −3,944−75.8% | Reduced |
| Financial Enhancement Group LLC | 1,172 | $464.7K | 0.07% | +338+40.5% | Added |
| Keel Point, LLC | 1,254 | $462.6K | 0.04% | +54+4.5% | Added |
| Shufro Rose & Co LLC | 1,250 | $461.1K | 0.04% | −13−1.0% | Reduced |
| Change Path, LLC | 1,249 | $460.8K | 0.01% | +157+14.4% | Added |
| Sage Mountain Advisors LLC | 1,249 | $460.8K | 0.03% | −333−21.0% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,166 | $458.6K | 0.16% | +5+0.4% | Added |
| Joel Isaacson & Co., LLC | 1,243 | $458.5K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,253 | $458.4K | 0.16% | +1,253 | New |
| Prospera Financial Services Inc | 1,233 | $456.9K | 0.01% | +8+0.7% | Added |
| Accredited Investors Inc. | 1,237 | $456.3K | 0.03% | +24+2.0% | Added |
| Net Worth Advisory Group | 1,232 | $454.4K | 0.14% | −322−20.7% | Reduced |
| Moors & Cabot, Inc. | 1,231 | $454.1K | 0.02% | −767−38.4% | Reduced |
| Brookstone Capital Management | 1,230 | $453.8K | 0.01% | −169−12.1% | 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 |
| JGP Global Gestao de Recursos Ltda. | 1,226 | $452.3K | 1.03% | −1−0.1% | Reduced |
| Howard Bailey Securities, LLC | 1,220 | $450.1K | 0.17% | +437+55.8% | Added |
| Kestra Investment Management, LLC | 1,214 | $447.8K | 0.02% | −151−11.1% | Reduced |
| 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 |
| Lifeworks Advisors, LLC | 1,197 | $441.6K | 0.08% | +160+15.4% | Added |
| Miracle Mile Advisors, LLC | 1,194 | $440.5K | 0.01% | −248−17.2% | Reduced |
| Savvy Advisors, Inc. | 1,187 | $438.0K | 0.05% | +446+60.2% | Added |
| IFP Advisors, Inc | 1,179 | $435.3K | 0.01% | +22+1.9% | Added |
| Texas Yale Capital Corp. | 1,175 | $433.5K | 0.02% | +105+9.8% | Added |
| Weinberger Asset Management, Inc | 1,173 | $432.8K | 0.18% | −5−0.4% | Reduced |
| Los Angeles Capital Management LLC | 1,163 | $429.0K | 0.00% | −2,998−72.0% | Reduced |
| Wedmont Private Capital | 1,118 | $426.3K | 0.02% | −1,230−52.4% | Reduced |
| Monarch Capital Management Inc | 1,153 | $425.3K | 0.12% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,148 | $423.5K | 0.03% | +166+16.9% | Added |
| FNY Investment Advisers, LLC | 1,149 | $423.0K | 0.22% | +1,149 | New |
| Wealth Alliance | 1,138 | $419.9K | 0.05% | −212−15.7% | Reduced |
| Seeds Investor LLC | 1,130 | $416.7K | 0.12% | −842−42.7% | Reduced |
| Stony Point Wealth Management Inc. | 1,121 | $413.5K | 0.16% | −49−4.2% | Reduced |
| Cardiff Park Advisors, LLC | 1,118 | $412.4K | 0.04% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 1,110 | $409.5K | 0.01% | +104+10.3% | Added |
| Oxford Financial Group Ltd | 1,110 | $409.5K | 0.03% | −28−2.5% | Reduced |
| Hengehold Capital Management LLC | 1,108 | $408.9K | 0.04% | +20+1.8% | Added |
| Arkadios Wealth Advisors | 1,107 | $408.3K | 0.02% | +114+11.5% | Added |
| Brown Brothers Harriman & Co | 1,103 | $406.9K | 0.00% | +450+68.9% | Added |
| Sara-Bay Financial | 1,102 | $406.4K | 0.15% | −350−24.1% | Reduced |
| 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 |
| Novem Group | 1,099 | $405.4K | 0.06% | +1,099 | New |
| Milestone Asset Management, LLC | 1,098 | $405.1K | 0.09% | +297+37.1% | Added |
| Moneta Group Investment Advisors LLC | 1,098 | $405.1K | 0.01% | −71−6.1% | Reduced |
| Blueshift Asset Management, LLC | 1,090 | $402.1K | 0.15% | +1,090 | New |
| AssuredPartners Investment Advisors, LLC | 1,087 | $400.9K | 0.08% | +1,087 | New |
| Kathmere Capital Management, LLC | 1,085 | $400.3K | 0.04% | +1,085 | New |
| Disciplined Investors, L.L.C. | 1,006 | $399.0K | 0.38% | +1,006 | New |
| Fulton Bank, N.A. | 1,080 | $398.4K | 0.02% | −49−4.3% | Reduced |
| Ritholtz Wealth Management | 1,079 | $398.1K | 0.01% | −2,198−67.1% | Reduced |
| First Western Trust Bank | 1,075 | $396.6K | 0.02% | +2+0.2% | Added |
| First Foundation Advisors | 1,074 | $396.2K | 0.01% | −126−10.5% | Reduced |
| Gryphon Financial Partners LLC | 1,069 | $394.4K | 0.06% | −181−14.5% | Reduced |
| Cim Investment Mangement Inc | 1,069 | $394.4K | 0.12% | +5+0.5% | Added |
| Solidarilty Wealth, LLC | 1,068 | $394.0K | 0.10% | −200−15.8% | Reduced |
| Whalen Wealth Management Inc. | 1,064 | $392.5K | 0.27% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,061 | $391.3K | 0.09% | +35+3.4% | Added |
| Affinity Investment Advisors, LLC | 1,057 | $389.9K | 0.32% | −113−9.7% | Reduced |
| SRS Capital Advisors, Inc. | 1,057 | $389.7K | 0.02% | −204−16.2% | Reduced |
| Journey Strategic Wealth LLC | 1,053 | $388.6K | 0.01% | +395+60.0% | Added |
| Wealth Management Associates, Inc. | 1,053 | $388.5K | 0.17% | −334−24.1% | Reduced |
| Harbour Trust & Investment Management Co | 1,044 | $385.1K | 0.04% | +315+43.2% | Added |
| Claris Financial LLC | 1,043 | $384.9K | 0.25% | +1,043 | New |
| Golden State Equity Partners | 1,038 | $382.9K | 0.07% | −1,768−63.0% | Reduced |
| Glenview Trust Co | 1,038 | $382.9K | 0.01% | −391−27.4% | Reduced |
| ROI Financial Advisors, LLC | 1,037 | $382.4K | 0.26% | −471−31.2% | Reduced |
| Kelly Financial Group LLC | 1,035 | $381.8K | 0.14% | +1,035 | New |
| 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 |
| Wealthspire Advisors, LLC | 1,028 | $379.4K | 0.00% | +188+22.4% | Added |
| Integrated Investment Consultants, LLC | 1,027 | $378.9K | 0.08% | +2+0.2% | Added |
| Dahring | Cusmano LLC | 1,023 | $377.4K | 0.34% | +1,023 | New |
| Aspen Investment Management Inc | 1,021 | $377.0K | 0.18% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 1,020 | $376.5K | 0.01% | −294−22.4% | Reduced |
| Perpetual Ltd | 1,019 | $375.9K | 0.00% | −270,283−99.6% | Reduced |
| ICW Investment Advisors LLC | 1,015 | $374.6K | 0.16% | +1,015 | New |
| Moore Capital Management, LP | 1,014 | $374.1K | 0.01% | −38,986−97.5% | Reduced |