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 |
|---|---|---|---|---|---|
| Forte Capital LLC | 611 | $225.4K | 0.03% | −52−7.8% | Reduced |
| Rik Saylor Financial, Inc. | 610 | $225.0K | 0.21% | +610 | New |
| Bigelow Investment Advisors, LLC | 608 | $224.3K | 0.11% | −125−17.1% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 606 | $223.6K | 0.02% | −8−1.3% | Reduced |
| Riverbend Wealth Management, LLC | 601 | $223.0K | 0.20% | +601 | New |
| Custom Index Systems, LLC | 601 | $221.7K | 0.12% | −8−1.3% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 600 | $221.3K | 0.04% | 00.0% | Unchanged |
| Owen LaRue, LLC | 600 | $221.3K | 0.12% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 598 | $220.6K | 0.11% | +2+0.3% | Added |
| Resonant Capital Advisors, LLC | 596 | $219.9K | 0.02% | −125−17.3% | Reduced |
| Avidian Wealth Solutions, LLC | 595 | $219.5K | 0.01% | −189−24.1% | Reduced |
| Rockland Trust Co | 595 | $219.5K | 0.01% | −7−1.2% | Reduced |
| Dean Investment Associates, LLC | 594 | $219.1K | 0.03% | −67−10.1% | Reduced |
| Sawgrass Asset Management LLC | 594 | $219.1K | 0.02% | −28−4.5% | Reduced |
| Consolidated Portfolio Review Corp | 593 | $218.8K | 0.03% | +593 | New |
| Gerber Kawasaki Wealth & Investment Management | 592 | $218.6K | 0.01% | +24+4.2% | Added |
| Catalytic Wealth RIA, LLC | 585 | $215.8K | 0.04% | −43−6.8% | Reduced |
| Pines Wealth Management, LLC | 566 | $215.7K | 0.09% | +566 | New |
| Maxele Advisors, LLC | 580 | $213.8K | 0.20% | +580 | New |
| Brandywine Oak Private Wealth LLC | 578 | $213.2K | 0.02% | −100−14.7% | Reduced |
| Convergence Investment Partners, LLC | 577 | $213.0K | 0.05% | −101−14.9% | Reduced |
| Apollon Financial, LLC | 577 | $213.0K | 0.05% | −6−1.0% | Reduced |
| Balentine LLC | 577 | $212.9K | 0.01% | −1,506−72.3% | Reduced |
| Old Mission Investment Co LLC | 575 | $212.1K | 0.06% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 575 | $212.1K | 0.03% | +575 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 570 | $210.3K | 0.12% | +170+42.5% | Added |
| Crew Capital Management, Ltd. | 567 | $209.2K | 0.17% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 564 | $207.9K | 0.01% | −16−2.8% | Reduced |
| Prestige Wealth Management Group LLC | 563 | $207.7K | 0.04% | −44−7.2% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 560 | $206.6K | 0.07% | −986−63.8% | Reduced |
| American Trust | 558 | $205.8K | 0.02% | −185−24.9% | Reduced |
| LJI Wealth Management, LLC | 557 | $205.5K | 0.04% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 557 | $205.5K | 0.07% | +23+4.3% | Added |
| Verity Asset Management, Inc. | 738 | $204.0K | 0.11% | −1,024−58.1% | Reduced |
| Quantum Financial Advisors, LLC | 552 | $203.6K | 0.03% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 551 | $203.4K | 0.02% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 551 | $203.3K | 0.04% | −291−34.6% | Reduced |
| Soleus Capital Management, L.P. | 550 | $202.9K | 0.02% | −29,100−98.1% | Reduced |
| Platform Technology Partners | 543 | $200.3K | 0.06% | −200−26.9% | Reduced |
| Capital Analysts, LLC | 542 | $200.0K | 0.01% | −21,071−97.5% | Reduced |
| Stonebridge Financial Group, LLC | 515 | $190.0K | 0.02% | +515 | New |
| Roxbury Financial LLC | 466 | $190.0K | 0.18% | +466 | New |
| North Star Investment Management Corp. | 511 | $188.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 500 | $185.0K | 0.12% | −1−0.2% | Reduced |
| Briaud Financial Planning, Inc | 501 | $184.0K | 0.08% | +501 | New |
| Washington Trust Co | 491 | $181.1K | 0.01% | −5−1.0% | Reduced |
| Deseret Mutual Benefit Administrators | 489 | $180.4K | 0.09% | +41+9.2% | Added |
| Quest Partners LLC | 488 | $180.0K | 0.02% | −1,831−79.0% | Reduced |
| Spire Wealth Management | 453 | $167.2K | 0.01% | −229−33.6% | Reduced |
| CVA Family Office, LLC | 440 | $162.3K | 0.03% | −146−24.9% | Reduced |
| Valley National Advisers Inc | 436 | $160.0K | 0.03% | 00.0% | Unchanged |
| Tobam | 434 | $160.0K | 0.05% | +27+6.6% | Added |
| Larson Financial Group LLC | 433 | $159.6K | 0.01% | −191−30.6% | Reduced |
| Ramirez Asset Management, Inc. | 411 | $151.6K | 0.03% | +400+3,636.4% | Added |
| Parkside Financial Bank & Trust | 401 | $147.9K | 0.02% | −89−18.2% | Reduced |
| Monetary Management Group Inc | 400 | $147.6K | 0.04% | +150+60.0% | Added |
| Capital A Wealth Management, LLC | 395 | $145.7K | 0.24% | +395 | New |
| Archer Investment Corp | 391 | $144.2K | 0.04% | −37−8.6% | Reduced |
| Smithfield Trust Co | 388 | $143.0K | 0.01% | +5+1.3% | Added |
| Lindbrook Capital, LLC | 386 | $142.4K | 0.01% | −257−40.0% | Reduced |
| Hartford Financial Management Inc. | 380 | $140.2K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 375 | $138.3K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 370 | $136.5K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 356 | $132.4K | 0.03% | −29−7.5% | Reduced |
| Avalon Trust Co | 350 | $129.1K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 338 | $124.7K | 0.01% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 338 | $124.7K | 0.12% | +338 | New |
| CoreCap Advisors, LLC | 331 | $122.1K | 0.01% | +246+289.4% | Added |
| Washington Trust Advisors, Inc. | 322 | $118.8K | 0.01% | −11−3.3% | Reduced |
| Addison Advisors LLC | 321 | $118.4K | 0.03% | −285−47.0% | Reduced |
| Caldwell Trust Co | 320 | $118.0K | 0.01% | −249−43.8% | Reduced |
| Stuart Chaussee & Associates, Inc. | 317 | $116.9K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 302 | $111.4K | 0.04% | −452−59.9% | Reduced |
| Belmont Capital, LLC | 300 | $110.7K | 0.02% | 00.0% | Unchanged |
| Mechanics Financial Corp | 300 | $110.7K | 0.05% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 300 | $110.7K | 0.01% | +300 | New |
| Crowley Wealth Management, Inc. | 300 | $110.7K | 0.10% | +300 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 288 | $106.2K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 283 | $104.4K | 0.01% | −65−18.7% | Reduced |
| Princeton Global Asset Management LLC | 277 | $102.3K | 0.02% | −6,110−95.7% | Reduced |
| Bruce G. Allen Investments, LLC | 274 | $101.1K | 0.08% | −41−13.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 272 | $100.2K | 0.02% | −102−27.3% | Reduced |
| Colonial Trust Advisors | 269 | $99.2K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 259 | $95.4K | 0.01% | −1−0.4% | Reduced |
| Silvant Capital Management LLC | 257 | $94.8K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 252 | $92.8K | 0.00% | −116−31.5% | Reduced |
| Trust Co | 250 | $92.2K | 0.01% | +250 | New |
| West Oak Capital, LLC | 250 | $92.2K | 0.03% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 243 | $89.6K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 242 | $89.4K | 0.03% | −17−6.6% | Reduced |
| Bank of Jackson Hole Trust | 241 | $88.9K | 0.06% | +241 | New |
| Atticus Wealth Management, LLC | 240 | $88.5K | 0.03% | −109−31.2% | Reduced |
| Evolution Advisers, Inc. | 236 | $87.0K | 0.05% | 00.0% | Unchanged |
| Investors Research Corp | 235 | $86.7K | 0.02% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 229 | $84.5K | 0.12% | +108+89.3% | Added |
| Investment Management Corp | 226 | $83.3K | 0.07% | +226 | New |
| Montag A & Associates Inc | 222 | $81.7K | 0.00% | −500−69.3% | Reduced |
| Main Street Group, LTD | 215 | $79.3K | 0.03% | −27−11.2% | Reduced |
| Ancora Advisors, LLC | 210 | $77.5K | 0.00% | +9+4.5% | Added |
| Capital Advisors, Ltd. LLC | 206 | $76.0K | 0.01% | −37−15.2% | Reduced |