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 |
|---|---|---|---|---|---|
| Legacy Financial Advisors, Inc. | 761 | $280.7K | 0.05% | −566−42.7% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 760 | $280.3K | 0.08% | +760 | New |
| IHT Wealth Management, LLC | 758 | $279.5K | 0.01% | −748−49.7% | Reduced |
| Legacy Capital Group California, Inc. | 756 | $278.9K | 0.09% | +206+37.5% | Added |
| Sovereign Investment Advisors, LLC | 756 | $278.9K | 0.08% | +756 | New |
| Summit X, LLC | 755 | $278.2K | 0.06% | +51+7.2% | Added |
| Nations Financial Group Inc, | 753 | $277.8K | 0.02% | −12−1.6% | Reduced |
| Choate Investment Advisors | 753 | $277.8K | 0.01% | −291−27.9% | Reduced |
| Providence First Trust Co | 753 | $277.8K | 0.10% | 00.0% | Unchanged |
| Key Financial Inc | 744 | $274.5K | 0.06% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 742 | $273.6K | 0.01% | −98−11.7% | Reduced |
| LongView Wealth Management | 740 | $272.9K | 0.08% | +1+0.1% | Added |
| Alpha Family Trust | 735 | $271.1K | 0.15% | +185+33.6% | Added |
| Virtue Capital Management, LLC | 732 | $270.0K | 0.05% | +119+19.4% | Added |
| Manchester Capital Management LLC | 731 | $269.7K | 0.03% | −22−2.9% | Reduced |
| Premier Path Wealth Partners, LLC | 730 | $269.4K | 0.04% | −662−47.6% | Reduced |
| East Coast Asset Management, LLC. | 730 | $269.3K | 0.09% | 00.0% | Unchanged |
| Camden Capital, LLC | 728 | $268.7K | 0.03% | +56+8.3% | Added |
| Perbak Capital Partners LLP | 726 | $267.8K | 0.14% | −5,018−87.4% | Reduced |
| Cromwell Holdings LLC | 724 | $267.1K | 0.15% | +4+0.6% | Added |
| Guardian Wealth Advisors, LLC | 723 | $266.7K | 0.02% | +52+7.7% | Added |
| Fisher Asset Management, LLC | 721 | $266.2K | 0.00% | −117−14.0% | Reduced |
| Aviso Wealth Management | 720 | $265.6K | 0.14% | +258+55.8% | Added |
| Lakeridge Wealth Management LLC | 720 | $265.5K | 0.14% | +4+0.6% | Added |
| City Holding Co | 715 | $263.8K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 714 | $263.4K | 0.01% | −140−16.4% | Reduced |
| Family Wealth Group, LLC | 710 | $261.9K | 0.20% | +59+9.1% | Added |
| BSW Wealth Partners | 709 | $261.6K | 0.04% | +210+42.1% | Added |
| Fort Point Capital Partners LLC | 709 | $261.6K | 0.03% | −50−6.6% | Reduced |
| Axq Capital, LP | 707 | $260.8K | 0.12% | −470−39.9% | Reduced |
| Florida Financial Advisors, LLC | 706 | $260.5K | 0.12% | −55−7.2% | Reduced |
| HM Payson & Co | 706 | $260.4K | 0.00% | −24−3.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 706 | $260.4K | 0.04% | −343−32.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 705 | $260.1K | 0.00% | −4−0.6% | Reduced |
| Greenland Capital Management LP | 702 | $259.0K | 0.05% | +702 | New |
| Oversea-Chinese Banking CORP Ltd | 697 | $258.6K | 0.01% | +697 | New |
| Meyer Handelman Co | 700 | $258.2K | 0.01% | 00.0% | Unchanged |
| Capital Management Corp | 700 | $258.2K | 0.05% | 00.0% | Unchanged |
| Pecaut & Co. | 700 | $258.2K | 0.09% | +700 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 700 | $258.2K | 0.16% | +700 | New |
| First Bank & Trust | 699 | $257.9K | 0.05% | −47−6.3% | Reduced |
| Sagespring Wealth Partners, LLC | 699 | $257.8K | 0.01% | +699 | New |
| HBK Sorce Advisory LLC | 698 | $257.5K | 0.01% | −57−7.5% | Reduced |
| RVW Wealth, LLC | 695 | $256.4K | 0.02% | 00.0% | Unchanged |
| First Affirmative Financial Network | 694 | $256.0K | 0.15% | −118−14.5% | Reduced |
| Massmutual Trust Co FSB | 694 | $256.0K | 0.01% | −782−53.0% | Reduced |
| Zacks Investment Management | 692 | $255.4K | 0.00% | −291−29.6% | Reduced |
| Childress Capital Advisors, LLC | 691 | $254.8K | 0.07% | +84+13.8% | Added |
| SwitchPoint Financial Planning, LLC | 690 | $254.6K | 0.24% | +690 | New |
| SJS Investment Consulting Inc. | 684 | $252.3K | 0.04% | −6−0.9% | Reduced |
| Aldebaran Financial Inc. | 684 | $252.1K | 0.29% | +1+0.1% | Added |
| Goelzer Investment Management, Inc. | 682 | $251.6K | 0.01% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 680 | $250.9K | 0.02% | −763−52.9% | Reduced |
| Creative Financial Designs Inc | 676 | $249.4K | 0.02% | +119+21.4% | Added |
| Buckingham Capital Management, Inc. | 676 | $249.4K | 0.03% | −850−55.7% | Reduced |
| SageView Advisory Group, LLC | 669 | $246.7K | 0.01% | +101+17.8% | Added |
| Crestwood Advisors Group LLC | 669 | $246.7K | 0.00% | +142+26.9% | Added |
| Court Place Advisors, LLC | 667 | $246.1K | 0.08% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 666 | $245.8K | 0.00% | +111+20.0% | Added |
| Accurate Wealth Management, LLC | 641 | $244.3K | 0.05% | −4,709−88.0% | Reduced |
| Sierra Capital LLC | 662 | $244.0K | 0.03% | −33−4.7% | Reduced |
| AdvisorNet Financial, Inc | 660 | $243.5K | 0.02% | −6−0.9% | Reduced |
| Fedenia Advisers LLC | 658 | $242.7K | 0.14% | +658 | New |
| Atomi Financial Group, Inc. | 657 | $242.5K | 0.01% | +42+6.8% | Added |
| AA Financial Advisors, LLC | 655 | $241.6K | 0.06% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 654 | $241.4K | 0.01% | +1+0.2% | Added |
| Godshalk Welsh Capital Management, Inc. | 650 | $239.8K | 0.15% | 00.0% | Unchanged |
| Cherokee Insurance Co | 650 | $239.8K | 0.11% | +650 | New |
| Medallion Wealth Advisors, LLC | 624 | $239.6K | 0.12% | +624 | New |
| Vantage Financial Partners, LLC | 649 | $239.4K | 0.06% | −537−45.3% | Reduced |
| Transcend Wealth Collective, LLC | 647 | $238.7K | 0.02% | −121−15.8% | Reduced |
| FSM Wealth Advisors, LLC | 620 | $238.7K | 0.06% | +15+2.5% | Added |
| Impact Capital Partners LLC | 647 | $238.7K | 0.08% | +647 | New |
| HFG Advisors, Inc. | 644 | $237.7K | 0.21% | −263−29.0% | Reduced |
| DT Investment Partners, LLC | 644 | $237.6K | 0.02% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 643 | $237.2K | 0.02% | +157+32.3% | Added |
| Kellett Schaffner Wealth Advisors LLC | 643 | $237.2K | 0.16% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 640 | $236.1K | 0.13% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 635 | $234.3K | 0.15% | −10,799−94.4% | Reduced |
| Rothschild Investment LLC | 635 | $234.3K | 0.02% | −133−17.3% | Reduced |
| Marotta Asset Management | 639 | $233.8K | 0.05% | −1−0.2% | Reduced |
| PKS Advisory Services, LLC | 632 | $233.3K | 0.07% | +632 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 566 | $232.8K | 0.00% | 00.0% | Unchanged |
| AXS Investments LLC | 630 | $232.4K | 0.06% | −70−10.0% | Reduced |
| Addison Capital Co | 628 | $231.6K | 0.09% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 626 | $231.1K | 0.02% | +157+33.5% | Added |
| Family Firm, Inc. | 625 | $230.7K | 0.05% | −19−3.0% | Reduced |
| Washington Capital Management Inc | 625 | $230.6K | 0.18% | 00.0% | Unchanged |
| Fire Capital Management LLC | 625 | $230.6K | 0.17% | +625 | New |
| Symphony Financial, Ltd. Co. | 590 | $229.7K | 0.04% | +590 | New |
| Canal Capital Management, LLC | 622 | $229.5K | 0.04% | −51−7.6% | Reduced |
| Cassady Schiller Wealth Management, LLC | 622 | $229.5K | 0.08% | +15+2.5% | Added |
| Good Life Advisors, LLC | 619 | $228.5K | 0.02% | −6−1.0% | Reduced |
| Indiana Trust & Investment Management CO | 619 | $228.3K | 0.08% | −34−5.2% | Reduced |
| First National Bank | 618 | $228.0K | 0.16% | +25+4.2% | Added |
| Evercore Wealth Management, LLC | 615 | $226.9K | 0.00% | −101−14.1% | Reduced |
| Evoke Wealth, LLC | 615 | $226.7K | 0.01% | +20+3.4% | Added |
| Onefund, LLC | 613 | $226.1K | 0.22% | +5+0.8% | Added |
| Fundamentun, LLC | 612 | $225.8K | 0.01% | −767−55.6% | Reduced |
| Fox Run Management, L.L.C. | 611 | $225.4K | 0.04% | −574−48.4% | Reduced |