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 |
|---|---|---|---|---|---|
| Cape Investment Advisory, Inc. | 3,844 | $1.42M | 0.55% | +948+32.7% | Added |
| FRG Family Wealth Advisors LLC | 3,810 | $1.41M | 0.26% | 00.0% | Unchanged |
| Alps Advisors Inc | 3,803 | $1.40M | 0.01% | −12−0.3% | Reduced |
| Chesley Taft & Associates LLC | 3,749 | $1.38M | 0.06% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,713 | $1.37M | 0.02% | −858−18.8% | Reduced |
| Global Retirement Partners, LLC | 3,708 | $1.37M | 0.04% | −481−11.5% | Reduced |
| Mirabella Financial Services LLP | 3,703 | $1.36M | 0.12% | +3,703 | New |
| Syon Capital LLC | 3,698 | $1.36M | 0.12% | +49+1.3% | Added |
| Peoples Bank | 3,694 | $1.36M | 0.94% | −130−3.4% | Reduced |
| Qsemble Capital Management, LP | 3,693 | $1.36M | 0.18% | −6,283−63.0% | Reduced |
| Uncommon Cents Investing LLC | 3,690 | $1.36M | 0.41% | −5−0.1% | Reduced |
| Machina Capital S.A.S. | 3,666 | $1.35M | 0.57% | +1,027+38.9% | Added |
| Atlas Capital Advisors LLC | 3,664 | $1.35M | 0.17% | −891−19.6% | Reduced |
| Intrust Bank NA | 3,655 | $1.35M | 0.14% | −1,183−24.5% | Reduced |
| Aptus Capital Advisors, LLC | 3,633 | $1.34M | 0.02% | −27,660−88.4% | Reduced |
| IMA Wealth, Inc. | 3,626 | $1.34M | 0.16% | −871−19.4% | Reduced |
| Sapient Capital LLC | 3,621 | $1.34M | 0.03% | −631−14.8% | Reduced |
| Stratos Wealth Partners, LTD. | 3,577 | $1.32M | 0.02% | −6,832−65.6% | Reduced |
| Retirement Planning Group, LLC | 3,553 | $1.31M | 1.44% | +3,553 | New |
| Naviter Wealth, LLC | 3,524 | $1.30M | 0.16% | +3,524 | New |
| Integrated Advisors Network LLC | 3,461 | $1.28M | 0.06% | −2,481−41.8% | Reduced |
| Caisse des Depots Et Consignations | 3,430 | $1.27M | 0.06% | +3,430 | New |
| MUFG Securities Americas Inc. | 3,424 | $1.26M | 0.16% | +3,424 | New |
| Merit Financial Group, LLC | 3,418 | $1.26M | 0.02% | +192+6.0% | Added |
| Csenge Advisory Group | 3,410 | $1.26M | 0.07% | −1,250−26.8% | Reduced |
| Kornitzer Capital Management Inc | 3,400 | $1.25M | 0.02% | −95−2.7% | Reduced |
| HighPoint Advisor Group LLC | 3,192 | $1.25M | 0.07% | −277−8.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,381 | $1.25M | 0.07% | −154−4.4% | Reduced |
| Drucker Wealth 3.0, LLC | 3,375 | $1.25M | 0.29% | −1,009−23.0% | Reduced |
| AE Wealth Management LLC | 3,370 | $1.24M | 0.01% | −586−14.8% | Reduced |
| Brighton Jones LLC | 3,343 | $1.23M | 0.04% | −9−0.3% | Reduced |
| Pinnacle Associates Ltd | 3,328 | $1.23M | 0.02% | +100+3.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,325 | $1.23M | 0.26% | −390−10.5% | Reduced |
| Atlantic Union Bankshares Corp | 3,282 | $1.21M | 0.07% | −3,382−50.8% | Reduced |
| Raiffeisen Bank International AG | 3,282 | $1.21M | 0.02% | +3,282 | New |
| Haverford Trust Co | 3,268 | $1.21M | 0.01% | −22−0.7% | Reduced |
| Profund Advisors LLC | 3,264 | $1.20M | 0.04% | −578−15.0% | Reduced |
| Inkwell Capital LLC | 3,240 | $1.20M | 1.28% | +3,240 | New |
| Pinnacle Financial Partners Inc | 2,887 | $1.19M | 0.02% | −58−2.0% | Reduced |
| Todd Asset Management LLC | 3,202 | $1.18M | 0.03% | −66,271−95.4% | Reduced |
| Knollwood Investment Advisory, LLC | 3,164 | $1.17M | 0.12% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 3,138 | $1.16M | 0.03% | +1,017+47.9% | Added |
| PEAK6 LLC | 3,133 | $1.16M | 0.05% | +3,133 | New |
| Qtron Investments LLC | 3,121 | $1.15M | 0.16% | −573−15.5% | Reduced |
| Clear Harbor Asset Management, LLC | 3,114 | $1.15M | 0.09% | +1,633+110.3% | Added |
| China Universal Asset Management Co., Ltd. | 3,106 | $1.15M | 0.11% | +3,106 | New |
| Wealth Architects, LLC | 3,093 | $1.14M | 0.13% | −31−1.0% | Reduced |
| Valeo Financial Advisors, LLC | 3,087 | $1.14M | 0.03% | −886−22.3% | Reduced |
| WS Portfolio Advisory, LLC | 3,084 | $1.14M | 4.63% | +3,084 | New |
| Schonfeld Strategic Advisors LLC | 3,048 | $1.12M | 0.01% | −15,528−83.6% | Reduced |
| King Wealth | 3,043 | $1.12M | 0.16% | +250+9.0% | Added |
| Sentry LLC | 3,043 | $1.12M | 0.22% | −166−5.2% | Reduced |
| National Asset Management, Inc. | 3,014 | $1.11M | 0.04% | −557−15.6% | Reduced |
| Frank, Rimerman Advisors LLC | 2,998 | $1.11M | 0.08% | −796−21.0% | Reduced |
| Power Wealth Management LLC | 2,971 | $1.10M | 0.46% | +214+7.8% | Added |
| Crestline Management, LP | 2,966 | $1.09M | 0.04% | +1,704+135.0% | Added |
| Eschler Asset Management LLP | 2,953 | $1.09M | 2.56% | +2,953 | New |
| Vise Technologies, Inc. | 2,947 | $1.09M | 0.09% | +830+39.2% | Added |
| Souders Financial Advisors | 2,944 | $1.09M | 0.15% | −349−10.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,936 | $1.08M | 0.13% | +195+7.1% | Added |
| Western Wealth Management, LLC | 2,932 | $1.08M | 0.06% | +232+8.6% | Added |
| Rehmann Capital Advisory Group | 2,878 | $1.06M | 0.07% | −119−4.0% | Reduced |
| Regions Financial Corp | 2,869 | $1.06M | 0.01% | −1,509−34.5% | Reduced |
| Institute for Wealth Management, LLC. | 2,866 | $1.06M | 0.13% | −130−4.3% | Reduced |
| Forum Financial Management, LP | 2,860 | $1.06M | 0.02% | +34+1.2% | Added |
| Professional Financial Advisors, LLC | 2,851 | $1.05M | 0.27% | +471+19.8% | Added |
| Allworth Financial LP | 2,688 | $1.05M | 0.01% | +1,370+103.9% | Added |
| FSB Premier Wealth Management, Inc. | 2,844 | $1.05M | 0.42% | +329+13.1% | Added |
| CWM Advisors, LLC | 2,842 | $1.05M | 0.12% | +566+24.9% | Added |
| First American Trust, FSB | 2,828 | $1.04M | 0.10% | −26,132−90.2% | Reduced |
| Searle & Co. | 2,826 | $1.04M | 0.30% | 00.0% | Unchanged |
| Westpac Banking Corp | 2,822 | $1.04M | 0.07% | −121−4.1% | Reduced |
| CSS LLC | 2,820 | $1.04M | 0.06% | +720+34.3% | Added |
| Retirement Guys Formula LLC | 2,794 | $1.03M | 0.52% | +84+3.1% | Added |
| Fairtree Asset Management (Pty) Ltd | 2,794 | $1.03M | 0.99% | +2,794 | New |
| Umb Bank N A | 2,752 | $1.02M | 0.02% | +273+11.0% | Added |
| Robertson Stephens Wealth Management, LLC | 2,750 | $1.01M | 0.04% | +12+0.4% | Added |
| Suvretta Capital Management, LLC | 2,740 | $1.01M | 0.04% | +2,740 | New |
| Lake Street Advisors Group, LLC | 2,723 | $1.00M | 0.05% | −449−14.2% | Reduced |
| Apollon Wealth Management, LLC | 2,715 | $1.00M | 0.02% | −759−21.8% | Reduced |
| Hickory Asset Management, Inc. | 2,714 | $1.00M | 0.85% | +2,714 | New |
| Trust Asset Management LLC | 2,711 | $1.00M | 0.08% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,710 | $999.7K | 0.07% | +119+4.6% | Added |
| AlphaCentric Advisors LLC | 2,702 | $996.8K | 0.99% | +2,702 | New |
| TD Private Client Wealth LLC | 2,684 | $990.1K | 0.03% | −310−10.4% | Reduced |
| Petrus Trust Company, LTA | 2,684 | $990.1K | 0.10% | +1,778+196.2% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,662 | $982.0K | 0.10% | −15−0.6% | Reduced |
| Congress Wealth Management LLC | 2,625 | $968.6K | 0.01% | +476+22.1% | Added |
| Wedbush Securities Inc | 2,612 | $963.0K | 0.03% | −384−12.8% | Reduced |
| Marathon Trading Investment Management LLC | 2,600 | $959.1K | 0.16% | +2,600 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 2,600 | $959.1K | 0.10% | +2,600 | New |
| PenderFund Capital Management Ltd. | 1,800 | $954.5K | 0.21% | +1,800 | New |
| Grove Bank & Trust | 2,575 | $949.9K | 0.13% | +2,008+354.1% | Added |
| Acropolis Investment Management, LLC | 2,564 | $945.9K | 0.06% | −6−0.2% | Reduced |
| Centiva Capital, LP | 2,560 | $944.4K | 0.04% | −4,901−65.7% | Reduced |
| Insight Inv LLC | 2,557 | $943.3K | 0.66% | −156−5.8% | Reduced |
| Principle Wealth Partners LLC | 2,553 | $942.2K | 0.07% | −10.0% | Reduced |
| WESPAC Advisors SoCal, LLC | 2,544 | $938.3K | 0.21% | +63+2.5% | Added |
| Proequities, Inc. | 2,393 | $935.1K | 0.05% | −153−6.0% | Reduced |
| SBI Securities Co., Ltd. | 2,496 | $920.8K | 0.03% | +2,496 | New |