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 |
|---|---|---|---|---|---|
| Thoroughbred Financial Services, LLC | 2,474 | $912.0K | 0.06% | −266−9.7% | Reduced |
| Simplex Trading, LLC | 2,470 | $911.0K | 0.03% | +2,470 | New |
| Callan Family Office, LLC | 2,469 | $910.8K | 0.06% | +2,469 | New |
| Empower Advisory Group, LLC | 2,459 | $907.1K | 0.00% | +4+0.2% | Added |
| Parallel Advisors, LLC | 2,457 | $906.7K | 0.02% | −1,357−35.6% | Reduced |
| Gsa Capital Partners LLP | 2,451 | $904.0K | 0.07% | +1,455+146.1% | Added |
| Woodline Partners LP | 2,424 | $894.2K | 0.01% | +2,424 | New |
| Ocean Capital Management, LLC | 2,415 | $890.9K | 0.19% | +8+0.3% | Added |
| We Are One Seven, LLC | 2,413 | $890.2K | 0.03% | −248−9.3% | Reduced |
| Patton Albertson Miller Group, LLC | 2,410 | $889.0K | 0.12% | −17−0.7% | Reduced |
| Shelton Capital Management | 2,399 | $885.0K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,399 | $884.8K | 0.02% | −1,379−36.5% | Reduced |
| Concord Wealth Partners | 2,388 | $880.8K | 0.14% | −57−2.3% | Reduced |
| Barlow Wealth Partners, Inc. | 2,250 | $875.9K | 0.11% | −25,105−91.8% | Reduced |
| Trueblood Wealth Management, LLC | 2,364 | $872.1K | 0.43% | −213−8.3% | Reduced |
| Benchmark Investment Advisors LLC | 2,362 | $871.2K | 0.57% | −92−3.7% | Reduced |
| Cigna Investments Inc | 2,359 | $870.0K | 0.15% | −31−1.3% | Reduced |
| Fortem Financial Group, LLC | 2,355 | $868.8K | 0.34% | +44+1.9% | Added |
| Fifth Third Wealth Advisors LLC | 2,353 | $868.1K | 0.05% | +147+6.7% | Added |
| Vestor Capital, LLC | 2,350 | $867.0K | 0.07% | +4+0.2% | Added |
| Matisse Capital | 2,350 | $866.9K | 0.44% | −200−7.8% | Reduced |
| Signaturefd, LLC | 2,345 | $864.9K | 0.02% | −2,109−47.4% | Reduced |
| Exchange Traded Concepts, LLC | 2,343 | $864.3K | 0.02% | +373+18.9% | Added |
| Financial Security Advisor, Inc. | 2,328 | $858.8K | 0.22% | +4+0.2% | Added |
| Pitcairn Co | 2,307 | $851.1K | 0.05% | +50+2.2% | Added |
| Stableford Capital II LLC | 2,307 | $851.1K | 0.34% | −22−0.9% | Reduced |
| Castleview Partners, LLC | 2,326 | $850.9K | 0.46% | +2,326 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 2,300 | $848.5K | 0.02% | +394+20.7% | Added |
| Cidel Asset Management Inc | 2,297 | $847.4K | 0.06% | +237+11.5% | Added |
| Hardy Reed LLC | 2,287 | $843.7K | 0.07% | −3,590−61.1% | Reduced |
| Erste Asset Management GmbH | 2,258 | $837.3K | 0.01% | +390+20.9% | Added |
| Ameritas Investment Partners, Inc. | 2,260 | $833.7K | 0.03% | −89−3.8% | Reduced |
| Mutual Advisors, LLC | 2,163 | $833.4K | 0.02% | +52+2.5% | Added |
| Centaurus Financial, Inc. | 2,249 | $830.0K | 0.05% | +772+52.3% | Added |
| WSFS Capital Management, LLC | 2,243 | $827.4K | 0.04% | +10.0% | Added |
| Copperleaf Capital, LLC | 2,239 | $825.8K | 0.52% | −485−17.8% | Reduced |
| Leonteq Securities AG | 2,227 | $821.5K | 0.08% | +630+39.4% | Added |
| Buckley Wealth Management, LLC | 2,225 | $820.8K | 0.25% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 2,212 | $816.0K | 0.24% | +1,540+229.2% | Added |
| 44 Wealth Management LLC | 2,207 | $814.1K | 0.31% | −628−22.2% | Reduced |
| EP Wealth Advisors, LLC | 2,201 | $812.0K | 0.01% | +159+7.8% | Added |
| Sumitomo Life Insurance Co | 2,173 | $801.6K | 0.02% | −91−4.0% | Reduced |
| Chicago Capital, LLC | 2,169 | $800.1K | 0.02% | +145+7.2% | Added |
| Alaska Permanent Fund Corp | 2,164 | $798.3K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,164 | $798.1K | 0.02% | −533−19.8% | Reduced |
| Romano Brothers and Company | 2,162 | $797.6K | 0.10% | −38−1.7% | Reduced |
| Farther Finance Advisors, LLC | 2,157 | $795.8K | 0.03% | +634+41.6% | Added |
| Wealthcare Advisory Partners LLC | 2,138 | $788.6K | 0.02% | +621+40.9% | Added |
| Barden Capital Management, Inc. | 2,136 | $788.0K | 0.68% | −2,115−49.8% | Reduced |
| Smartleaf Asset Management LLC | 2,131 | $786.1K | 0.08% | −64−2.9% | Reduced |
| James Investment Research Inc | 2,124 | $783.5K | 0.09% | −4,479−67.8% | Reduced |
| Fiduciary Trust Co | 2,121 | $782.4K | 0.01% | −534−20.1% | Reduced |
| Hussman Strategic Advisors, Inc. | 2,100 | $774.7K | 0.23% | +2,100 | New |
| SeaCrest Wealth Management, LLC | 2,096 | $773.2K | 0.08% | −240−10.3% | Reduced |
| Islay Capital Management, LLC | 2,096 | $773.2K | 0.54% | +1,969+1,550.4% | Added |
| Willner & Heller, LLC | 2,092 | $771.6K | 0.68% | +95+4.8% | Added |
| Benjamin Edwards Inc | 2,091 | $771.6K | 0.01% | −51,468−96.1% | Reduced |
| Hancock Whitney Corp | 2,080 | $767.3K | 0.02% | −429−17.1% | Reduced |
| Numerai GP LLC | 2,078 | $766.6K | 0.21% | +2,078 | New |
| VELA Investment Management, LLC | 2,074 | $765.1K | 0.26% | +1,045+101.6% | Added |
| NorthRock Partners, LLC | 2,072 | $764.4K | 0.02% | −6−0.3% | Reduced |
| Equitable Trust Co | 2,061 | $760.3K | 0.04% | +301+17.1% | Added |
| Ameritas Advisory Services, LLC | 2,047 | $755.2K | 0.03% | −88−4.1% | Reduced |
| RMB Capital Management, LLC | 2,042 | $753.3K | 0.02% | −254−11.1% | Reduced |
| Waterway Wealth Management, LLC | 2,032 | $749.5K | 0.33% | +1,494+277.7% | Added |
| Concord Asset Management, LLC | 2,031 | $749.3K | 0.16% | +18+0.9% | Added |
| Donaldson Capital Management, LLC | 2,024 | $746.5K | 0.03% | −236−10.4% | Reduced |
| Sigma Planning Corp | 2,020 | $745.3K | 0.02% | −365−15.3% | Reduced |
| Richwood Investment Advisors, LLC | 2,017 | $744.1K | 0.62% | −437−17.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 2,000 | $737.8K | 0.09% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 2,000 | $737.8K | 0.35% | 00.0% | Unchanged |
| Optimas Capital Ltd | 2,000 | $737.8K | 1.00% | +2,000 | New |
| Austin Private Wealth, LLC | 1,996 | $736.3K | 0.07% | +29+1.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,971 | $727.1K | 0.07% | −374−15.9% | Reduced |
| Taylor Financial Group, Inc. | 1,965 | $724.9K | 0.50% | 00.0% | Unchanged |
| Magnetar Financial LLC | 1,961 | $723.4K | 0.02% | −7,485−79.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,945 | $717.5K | 0.02% | −25−1.3% | Reduced |
| Daymark Wealth Partners, LLC | 1,942 | $716.5K | 0.03% | −208−9.7% | Reduced |
| Inspire Advisors, LLC | 1,940 | $715.8K | 0.09% | +1,940 | New |
| Pacific Global Investment Management CO | 1,937 | $714.6K | 0.92% | −72−3.6% | Reduced |
| Twinbeech Capital LP | 1,930 | $712.0K | 0.01% | −126,284−98.5% | Reduced |
| 1st Source Bank | 1,923 | $709.4K | 0.04% | −53−2.7% | Reduced |
| Asset Dedication, LLC | 1,919 | $707.9K | 0.06% | −951−33.1% | Reduced |
| Commerzbank Aktiengesellschaft | 1,914 | $706.0K | 0.02% | +477+33.2% | Added |
| Apella Capital, LLC | 1,910 | $704.4K | 0.03% | −26−1.3% | Reduced |
| Old Point Trust & Financial Services N A | 1,907 | $703.5K | 0.25% | −40−2.1% | Reduced |
| Sanders Morris Harris LLC | 1,900 | $700.9K | 0.10% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 1,894 | $699.0K | 0.03% | 00.0% | Unchanged |
| Financial Counselors Inc | 1,893 | $698.3K | 0.01% | −60−3.1% | Reduced |
| Crux Wealth Advisors | 1,893 | $698.2K | 0.39% | +1,893 | New |
| Harbour Investments, Inc. | 1,888 | $696.4K | 0.02% | −169−8.2% | Reduced |
| Pure Financial Advisors, Inc. | 1,878 | $692.8K | 0.02% | −337−15.2% | Reduced |
| GTS Securities LLC | 1,875 | $691.7K | 0.03% | −1,522−44.8% | Reduced |
| Garde Capital, Inc. | 1,856 | $685.0K | 0.05% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 1,856 | $685.0K | 0.21% | +8+0.4% | Added |
| Modern Wealth Management, LLC | 1,845 | $680.5K | 0.03% | −294−13.7% | Reduced |
| Bremer Bank National Association | 1,844 | $680.3K | 0.13% | −5−0.3% | Reduced |
| Nilsine Partners, LLC | 1,838 | $678.0K | 0.07% | −298−14.0% | Reduced |
| Chapman Financial Group, LLC | 1,827 | $674.0K | 0.54% | +1,827 | New |
| First National Bank of Hutchinson | 1,819 | $671.0K | 0.41% | −597−24.7% | Reduced |