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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.

Institutional holdersQ4 2024: 1,609 institutions
Q1 2021: 1,215 institutionsQ2 2021: 1,239 institutionsQ3 2021: 1,221 institutionsQ4 2021: 1,375 institutionsQ1 2022: 1,423 institutionsQ2 2022: 1,443 institutionsQ3 2022: 1,448 institutionsQ4 2022: 1,550 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,672 institutionsQ2 2024: 1,712 institutionsQ3 2024: 1,702 institutionsQ4 2024: 1,609 institutionsQ1 2025: 1,667 institutionsQ2 2025: 1,596 institutionsQ3 2025: 1,512 institutionsQ4 2025: 1,557 institutionsQ1 2026: 1,473 institutionsQ2 2026: 1,615 institutions
Value heldQ4 2024: $76.5B
Q1 2021: $78.2BQ2 2021: $82.8BQ3 2021: $80.6BQ4 2021: $99.3BQ1 2022: $105.7BQ2 2022: $103.2BQ3 2022: $97.0BQ4 2022: $108.8BQ1 2023: $96.9BQ2 2023: $93.1BQ3 2023: $90.8BQ4 2023: $98.1BQ1 2024: $107.7BQ2 2024: $112.7BQ3 2024: $107.2BQ4 2024: $76.5BQ1 2025: $88.6BQ2 2025: $79.7BQ3 2025: $63.3BQ4 2025: $71.0BQ1 2026: $57.1BQ2 2026: $76.8B
Institutions holding ELV and their total value by quarter
QuarterHoldersValue
Q2 20261,615$76.8B
Q1 20261,473$57.1B
Q4 20251,557$71.0B
Q3 20251,512$63.3B
Q2 20251,596$79.7B
Q1 20251,667$88.6B
Q4 20241,609$76.5B
Q3 20241,702$107.2B
Q2 20241,712$112.7B
Q1 20241,672$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,550$108.8B
Q3 20221,448$97.0B
Q2 20221,443$103.2B
Q1 20221,423$105.7B
Q4 20211,375$99.3B
Q3 20211,221$80.6B
Q2 20211,239$82.8B
Q1 20211,215$78.2B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q3 2024.

Institutions holding ELV in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Transamerica Financial Advisors, Inc.206$76.0K0.01%+205+20,500.0%Added
Coppell Advisory Solutions LLC204$75.3K0.01%−4−1.9%Reduced
Golden State Wealth Management, LLC202$74.7K0.01%+202New
JFS Wealth Advisors, LLC201$74.1K0.01%−97−32.6%Reduced
Hemington Wealth Management203$74.0K0.02%−5−2.4%Reduced
Caitong International Asset Management Co., Ltd197$72.7K0.07%+197New
Trust Co of Vermont192$70.8K0.00%+15+8.5%Added
Eagle Bay Advisors LLC182$67.2K0.04%−7−3.7%Reduced
First Command Advisory Services, Inc.180$66.4K0.00%−4−2.2%Reduced
Truvestments Capital LLC178$65.5K0.02%+6+3.5%Added
Hanson & Doremus Investment Management176$65.0K0.01%00.0%Unchanged
American National Bank170$62.7K0.01%00.0%Unchanged
GW&K Investment Management, LLC167$62.0K0.00%+3+1.8%Added
Values First Advisors, Inc.167$61.6K0.03%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC165$60.9K0.02%−124−42.9%Reduced
Stephens Consulting, LLC164$60.5K0.02%00.0%Unchanged
Promus Capital, LLC164$60.5K0.05%+164New
Centricity Wealth Management, LLC162$59.8K0.06%+162New
City State Bank160$59.0K0.02%−5−3.0%Reduced
AllSquare Wealth Management LLC160$59.0K0.03%00.0%Unchanged
Duncker Streett & Co Inc150$55.3K0.01%−1,342−89.9%Reduced
Optimum Investment Advisors150$55.3K0.02%00.0%Unchanged
AlphaMark Advisors, LLC150$55.0K0.02%−25−14.3%Reduced
Coston, McIsaac & Partners150$55.0K0.02%00.0%Unchanged
DiNuzzo Private Wealth, Inc.146$53.9K0.01%−6−3.9%Reduced
Hopwood Financial Services, Inc.139$51.3K0.04%+139New
Salomon & Ludwin, LLC135$49.8K0.01%−16−10.6%Reduced
Financial Perspectives, Inc135$49.8K0.02%+135New
Atlantic Trust, LLC133$49.1K0.01%−621−82.4%Reduced
Missouri Trust & Investment Co130$48.0K0.02%+5+4.0%Added
Rise Advisors, LLC126$46.4K0.02%+1+0.8%Added
Pilgrim Partners Asia Pte Ltd120$44.3K0.04%+120New
Jackson, Grant Investment Advisers, Inc.109$40.2K0.02%00.0%Unchanged
Bullock Wealth Management Group107$39.3K0.02%+1+0.9%Added
Orion Capital Management LLC105$38.7K0.02%+105New
IAG Wealth Partners, LLC104$38.4K0.01%00.0%Unchanged
Arcadia Investment Management Corp100$36.9K0.01%00.0%Unchanged
Lavaca Capital LLC100$36.9K0.02%+100New
Bogart Wealth, LLC97$35.8K0.00%00.0%Unchanged
Zions Bancorporation, N.A.96$35.4K0.00%−63−39.6%Reduced
Crews Bank & Trust93$34.3K0.01%+93New
Silicon Valley Capital Partners91$33.6K0.00%00.0%Unchanged
Core Alternative Capital91$33.6K0.01%−24−20.9%Reduced
Pinnacle Bancorp, Inc.91$33.6K0.01%−7−7.1%Reduced
Abound Wealth Management90$33.1K0.01%−3−3.2%Reduced
Knights of Columbus Asset Advisors LLC87$32.1K0.00%−22−20.2%Reduced
ORG Partners LLC82$30.2K0.00%−37−31.1%Reduced
Lee Danner & Bass Inc80$29.5K0.00%+80New
Ofi Invest Asset Management82$29.2K0.00%+82New
WealthTrak Capital Management LLC78$28.8K0.02%+78New
Venturi Wealth Management, LLC78$28.8K0.00%−112−58.9%Reduced
Carolinas Wealth Consulting LLC76$27.7K0.01%+3+4.1%Added
Farmers & Merchants Investments Inc75$27.7K0.00%00.0%Unchanged
Mascoma Wealth Management LLC75$27.7K0.01%00.0%Unchanged
General Partner, Inc.75$27.7K0.02%00.0%Unchanged
Motco74$27.3K0.00%−1−1.3%Reduced
Versant Capital Management, Inc71$26.2K0.01%−113−61.4%Reduced
Bank of New Hampshire70$25.8K0.01%00.0%Unchanged
Flagship Wealth Advisors, LLC70$25.8K0.02%+70New
Piscataqua Savings Bank69$25.5K0.02%00.0%Unchanged
Ogorek Anthony Joseph68$25.0K0.01%00.0%Unchanged
Accredited Wealth Management, LLC67$24.7K0.02%+67New
Longview Financial Advisors LLC66$24.3K0.02%+66New
Meeder Asset Management Inc66$24.3K0.00%−2,203−97.1%Reduced
Acima Private Wealth, LLC66$24.3K0.01%00.0%Unchanged
Godsey & Gibb Associates66$24.2K0.00%−20−23.3%Reduced
Financial Management Professionals, Inc.60$22.1K0.00%−16−21.1%Reduced
Hilltop National Bank60$22.1K0.01%−6−9.1%Reduced
Old Second National Bank of Aurora60$22.1K0.01%+60New
TD Capital Management LLC60$22.1K0.00%00.0%Unchanged
Tompkins Financial Corp59$21.8K0.00%00.0%Unchanged
Global Financial Private Client, LLC57$21.0K0.01%−4−6.6%Reduced
Fourth Dimension Wealth, LLC57$21.0K0.01%+57New
Foster Dykema Cabot & Partners, LLC56$20.7K0.00%−3−5.1%Reduced
Boyd Watterson Asset Management LLC56$20.7K0.01%00.0%Unchanged
Plante Moran Financial Advisors, LLC54$19.9K0.00%−433−88.9%Reduced
Laurel Wealth Advisors LLC54$19.9K0.00%−4−6.9%Reduced
Eastern Bank52$19.2K0.00%−7−11.9%Reduced
PSI Advisors, LLC52$19.2K0.01%00.0%Unchanged
Albion Financial Group52$19.2K0.00%+43+477.8%Added
Vermillion Wealth Management, Inc.50$18.5K0.01%+50New
BFSG, LLC50$18.4K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.50$18.4K0.01%00.0%Unchanged
Bank & Trust Co50$18.4K0.02%00.0%Unchanged
Field & Main Bank50$18.4K0.01%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC49$18.1K0.00%00.0%Unchanged
Noble Wealth Management PBC49$18.1K0.01%+49New
Hexagon Capital Partners LLC43$15.9K0.00%−52−54.7%Reduced
Raffa Wealth Management, LLC43$15.9K0.00%−9−17.3%Reduced
Mainstream Capital Management LLC42$15.5K0.01%+42New
Davis Capital Management41$15.1K0.01%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC41$15.0K0.01%−7−14.6%Reduced
Beaird Harris Wealth Management, LLC40$14.8K0.00%−18−31.0%Reduced
Webster Bank, N. A.40$14.8K0.00%00.0%Unchanged
Transcendent Capital Group LLC40$14.8K0.01%00.0%Unchanged
MidAtlantic Capital Management, Inc.40$14.8K0.01%00.0%Unchanged
Kentucky Trust Co40$14.8K0.01%+40New
Clean Yield Group39$14.4K0.00%−2−4.9%Reduced
Nemes Rush Group LLC39$14.4K0.00%+10+34.5%Added
Atwood & Palmer Inc37$13.7K0.00%00.0%Unchanged