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 |
|---|---|---|---|---|---|
| First Financial Bank - Trust Division | 1,013 | $373.7K | 0.03% | −16−1.6% | Reduced |
| Permanens Capital L.P. | 1,009 | $372.2K | 0.07% | 00.0% | Unchanged |
| Everett Harris & Co | 1,009 | $372.2K | 0.00% | +8+0.8% | Added |
| Catalina Capital Group, LLC | 1,001 | $369.3K | 0.12% | −655−39.6% | Reduced |
| Kuhn & Co Investment Counsel | 1,000 | $368.9K | 0.31% | −6−0.6% | Reduced |
| Lantern Wealth Advisors, LLC | 1,000 | $368.9K | 0.24% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 985 | $363.4K | 0.03% | −37−3.6% | Reduced |
| Palisades Hudson Asset Management, L.P. | 977 | $360.0K | 0.15% | −1−0.1% | Reduced |
| Farmers Trust Co | 975 | $359.7K | 0.07% | −107−9.9% | Reduced |
| Claro Advisors LLC | 975 | $359.6K | 0.05% | −31−3.1% | Reduced |
| Neo Ivy Capital Management | 975 | $359.0K | 0.07% | +975 | New |
| KFG Wealth Management, LLC | 972 | $358.6K | 0.07% | −30−3.0% | Reduced |
| First Financial Corp | 971 | $358.2K | 0.17% | −119−10.9% | Reduced |
| Prosperity Financial Group, Inc. | 964 | $355.6K | 0.18% | +91+10.4% | Added |
| Alpha Omega Wealth Management LLC | 961 | $354.5K | 0.07% | +168+21.2% | Added |
| Campion Asset Management LLC | 960 | $354.1K | 0.27% | −11−1.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 956 | $352.8K | 0.03% | −190−16.6% | Reduced |
| Advisory Alpha, LLC | 955 | $352.4K | 0.01% | −47−4.7% | Reduced |
| Compton Wealth Advisory Group, LLC | 954 | $351.9K | 0.09% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 954 | $351.8K | 0.07% | −75−7.3% | Reduced |
| Basepoint Wealth LLC | 948 | $349.8K | 0.28% | −44−4.4% | Reduced |
| Systematic Alpha Investments, LLC | 947 | $349.3K | 0.01% | −650−40.7% | Reduced |
| Spectrum Wealth Counsel, LLC | 942 | $347.5K | 0.04% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 936 | $345.3K | 0.19% | −31−3.2% | Reduced |
| Brass Tax Wealth Management, Inc | 935 | $345.1K | 0.07% | −3−0.3% | Reduced |
| Strategic Advisors LLC | 933 | $344.2K | 0.06% | −67−6.7% | Reduced |
| Lountzis Asset Management, LLC | 932 | $343.8K | 0.15% | 00.0% | Unchanged |
| Consolidated Planning Corp | 931 | $343.4K | 0.05% | +78+9.1% | Added |
| Forefront Wealth Partners, LLC | 929 | $342.7K | 0.26% | +929 | New |
| Ritter Daniher Financial Advisory LLC | 922 | $340.1K | 0.10% | 00.0% | Unchanged |
| LSV Asset Management | 920 | $339.0K | 0.00% | +20+2.2% | Added |
| Roundview Capital LLC | 915 | $337.5K | 0.02% | −1,253−57.8% | Reduced |
| Harfst & Associates, Inc. | 913 | $337.0K | 0.07% | −3,981−81.3% | Reduced |
| Meridian Wealth Management, LLC | 910 | $335.9K | 0.02% | −410−31.1% | Reduced |
| Wealth Advisory Solutions, LLC | 907 | $334.6K | 0.09% | −1−0.1% | Reduced |
| Alliance Wealth Advisors, LLC | 903 | $333.1K | 0.19% | +204+29.2% | Added |
| Horan Securities, Inc. | 901 | $332.4K | 0.13% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 889 | $328.0K | 0.08% | −58−6.1% | Reduced |
| Arlington Trust Co LLC | 888 | $327.6K | 0.07% | +146+19.7% | Added |
| Regatta Capital Group, LLC | 888 | $327.5K | 0.06% | +145+19.5% | Added |
| Evergreen Capital Management LLC | 885 | $326.5K | 0.01% | −15,293−94.5% | Reduced |
| Jacobi Capital Management LLC | 882 | $325.2K | 0.02% | +27+3.2% | Added |
| Whalerock Point Partners, LLC | 877 | $323.5K | 0.08% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 873 | $321.9K | 0.04% | −97−10.0% | Reduced |
| Sage Investment Counsel LLC | 870 | $320.9K | 0.42% | +870 | New |
| R Squared Ltd | 870 | $320.9K | 0.31% | +870 | New |
| Baxter Bros Inc | 868 | $320.2K | 0.04% | −240−21.7% | Reduced |
| Avestar Capital, LLC | 867 | $319.8K | 0.03% | −326−27.3% | Reduced |
| CX Institutional | 864 | $319.0K | 0.01% | −526−37.8% | Reduced |
| Ascent Wealth Partners, LLC | 858 | $316.5K | 0.04% | −163−16.0% | Reduced |
| Buckingham Strategic Partners | 856 | $315.9K | 0.01% | −351−29.1% | Reduced |
| Elser Financial Planning, Inc | 856 | $315.8K | 0.02% | −30−3.4% | Reduced |
| Waldron Private Wealth LLC | 852 | $314.3K | 0.01% | −291−25.5% | Reduced |
| Schnieders Capital Management LLC | 848 | $312.8K | 0.06% | 00.0% | Unchanged |
| Carr Financial Group Corp | 846 | $312.2K | 0.10% | −142−14.4% | Reduced |
| Client 1st Advisory Group, LLC | 846 | $312.1K | 0.12% | −4−0.5% | Reduced |
| Farringdon Capital, Ltd. | 839 | $309.5K | 0.13% | +839 | New |
| Country Club Bank | 839 | $309.4K | 0.02% | −235−21.9% | Reduced |
| Carrera Capital Advisors | 838 | $309.0K | 0.07% | −3,478−80.6% | Reduced |
| Foster & Motley Inc | 837 | $309.0K | 0.02% | −429−33.9% | Reduced |
| Ellevest, Inc. | 833 | $307.3K | 0.02% | −330−28.4% | Reduced |
| Continuum Advisory, LLC | 833 | $307.3K | 0.04% | +133+19.0% | Added |
| Samalin Investment Counsel, LLC | 829 | $306.0K | 0.13% | −47−5.4% | Reduced |
| Arete Wealth Advisors, LLC | 826 | $305.0K | 0.02% | +69+9.1% | Added |
| Hilltop Partners LLC | 826 | $304.7K | 0.10% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 793 | $302.3K | 0.02% | +92+13.1% | Added |
| Trust Point Inc. | 819 | $302.2K | 0.02% | −38−4.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 815 | $300.7K | 0.18% | −230−22.0% | Reduced |
| Catalyst Financial Partners LLC | 814 | $300.3K | 0.06% | −104−11.3% | Reduced |
| Cozad Asset Management Inc | 814 | $300.2K | 0.03% | −46−5.3% | Reduced |
| L & S Advisors Inc | – | $299.8K | 0.03% | – | New |
| Atlas Wealth LLC | 810 | $298.8K | 0.11% | 00.0% | Unchanged |
| First National Trust Co | 809 | $298.4K | 0.01% | −28−3.3% | Reduced |
| Geller Advisors LLC | 800 | $295.1K | 0.02% | −19−2.3% | Reduced |
| Signal Advisors Wealth, LLC | 797 | $294.0K | 0.03% | +186+30.4% | Added |
| Cypress Wealth Services, LLC | 796 | $293.7K | 0.06% | +117+17.2% | Added |
| Fulton Breakefield Broenniman LLC | 796 | $293.6K | 0.02% | 00.0% | Unchanged |
| Adams Wealth Management | 794 | $292.9K | 0.06% | −132−14.3% | Reduced |
| CacheTech Inc. | 794 | $292.9K | 0.05% | −132−14.3% | Reduced |
| Flagship Harbor Advisors, LLC | 794 | $292.8K | 0.02% | +180+29.3% | Added |
| Intelligence Driven Advisers, LLC | 792 | $292.2K | 0.05% | −387−32.8% | Reduced |
| Harbor Group, Inc. | 792 | $292.2K | 0.07% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 789 | $291.1K | 0.07% | −75−8.7% | Reduced |
| Waddell & Associates, LLC | 789 | $291.1K | 0.03% | 00.0% | Unchanged |
| First County Bank | 787 | $290.3K | 0.16% | +787 | New |
| Keynote Financial Services LLC | 785 | $289.6K | 0.22% | −5−0.6% | Reduced |
| Beck Mack & Oliver LLC | 784 | $289.2K | 0.01% | 00.0% | Unchanged |
| Ignite Planners, LLC | 777 | $288.7K | 0.06% | +3+0.4% | Added |
| Financial Advisors Network, Inc. | 780 | $287.7K | 0.05% | +780 | New |
| Fermata Advisors, LLC | 778 | $287.2K | 0.05% | +778 | New |
| Altfest L J & Co Inc | 776 | $286.3K | 0.04% | −1−0.1% | Reduced |
| Dover Advisors, LLC | 775 | $285.9K | 0.16% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 774 | $285.4K | 0.06% | +1+0.1% | Added |
| Alta Advisers Ltd | 771 | $284.4K | 0.18% | +171+28.5% | Added |
| Truepoint, Inc. | 770 | $284.1K | 0.01% | −217−22.0% | Reduced |
| Park Place Capital Corp | 767 | $282.9K | 0.08% | −79−9.3% | Reduced |
| Icon Wealth Advisors, LLC | 765 | $282.2K | 0.02% | −46−5.7% | Reduced |
| MBM Wealth Consultants, LLC | 771 | $282.1K | 0.08% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 763 | $281.5K | 0.03% | −117−13.3% | Reduced |
| PBMares Wealth Management LLC | 762 | $281.0K | 0.06% | −149−16.4% | Reduced |