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, Q2 2024
Institutional positions in Elevance Health, Inc. as of Jun 30, 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
- 1,712
- +61 vs. Q1 2024
- Shares held
- 208.1M
- +1.28M (+0.6%) vs. Q1 2024
- Total value
- $112.7B
- +$5.57B (+5.2%) vs. Q1 2024
- New holders
- 148
- 711 more added
- Sold out
- 87
- 550 more reduced
21 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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 | 1,703 | $107.2B |
| Q2 2024 | 1,713 | $112.7B |
| Q1 2024 | 1,673 | $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 | 1,551 | $108.8B |
| Q3 2022 | 1,449 | $97.0B |
| Q2 2022 | 1,444 | $103.2B |
| Q1 2022 | 1,424 | $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, Q2 2024
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 9,268 | $5.02M | 0.08% | +4,721+103.8% | Added |
| Quantinno Capital Management LP | 9,428 | $5.11M | 0.09% | +2,813+42.5% | Added |
| Asio Capital, LLC | 9,460 | $5.13M | 1.05% | +143+1.5% | Added |
| Icon Advisers Inc | 9,700 | $5.19M | 1.17% | 00.0% | Unchanged |
| Rench Wealth Management, Inc. | 9,758 | $5.29M | 1.90% | +347+3.7% | Added |
| Veriti Management LLC | 9,783 | $5.30M | 0.33% | +1,516+18.3% | Added |
| Rakuten Investment Management, Inc. | 9,899 | $5.30M | 0.03% | +3,581+56.7% | Added |
| Ieq Capital, LLC | 9,787 | $5.30M | 0.07% | +1,404+16.7% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 9,894 | $5.36M | 0.18% | −2,012−16.9% | Reduced |
| Buffington Mohr McNeal | 9,950 | $5.39M | 0.95% | +731+7.9% | Added |
| E. Ohman J:or Asset Management AB | 9,980 | $5.41M | 0.13% | +410+4.3% | Added |
| Rheos Capital Works Inc. | 10,000 | $5.42M | 0.28% | +10,000 | New |
| Winmill & Co. Inc | 10,040 | $5.44M | 1.86% | −750−7.0% | Reduced |
| Peapack Gladstone Financial Corp | 10,121 | $5.48M | 0.08% | −50.0% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 10,129 | $5.49M | 1.07% | −6,033−37.3% | Reduced |
| Globeflex Capital L P | 10,227 | $5.54M | 0.58% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 10,372 | $5.62M | 0.66% | −166−1.6% | Reduced |
| Palmer Knight Co | 10,455 | $5.67M | 2.71% | +88+0.8% | Added |
| Mill Capital Management, LLC | 10,458 | $5.67M | 0.47% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 10,465 | $5.67M | 0.37% | +7,514+254.6% | Added |
| Argent Trust Co | 10,644 | $5.77M | 0.25% | +738+7.5% | Added |
| Kempen Capital Management N.V. | 10,748 | $5.82M | 0.07% | +2,863+36.3% | Added |
| Institutional & Family Asset Management, LLC | 10,766 | $5.83M | 0.89% | −287−2.6% | Reduced |
| BDF-Gestion | 10,773 | $5.84M | 0.56% | +10,773 | New |
| West Family Investments, Inc. | 10,788 | $5.85M | 1.75% | +43+0.4% | Added |
| Kingswood Wealth Advisors, LLC | 10,826 | $5.87M | 0.53% | +1,903+21.3% | Added |
| Kennedy Capital Management, Inc. | 10,891 | $5.90M | 0.13% | +4,510+70.7% | Added |
| Bokf, NA | 10,936 | $5.93M | 0.11% | −5,699−34.3% | Reduced |
| UniSuper Management Pty Ltd | 11,004 | $5.96M | 0.05% | +5,951+117.8% | Added |
| Baader Bank INC | 11,037 | $5.98M | 0.47% | +3,939+55.5% | Added |
| Metis Global Partners, LLC | 11,072 | $6.00M | 0.21% | +216+2.0% | Added |
| Ossiam | 11,150 | $6.04M | 0.11% | +2,460+28.3% | Added |
| Eagle Rock Investment Company, LLC | 11,243 | $6.09M | 1.10% | −335−2.9% | Reduced |
| Ostrum Asset Management | 11,364 | $6.16M | 0.54% | −1,110−8.9% | Reduced |
| Banque Cantonale Vaudoise | 11,596 | $6.28M | 0.25% | −8−0.1% | Reduced |
| Bamco Inc | 11,600 | $6.29M | 0.02% | +2,600+28.9% | Added |
| Keybank National Association | 11,683 | $6.33M | 0.03% | −550−4.5% | Reduced |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 11,731 | $6.36M | 1.51% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 11,743 | $6.36M | 0.10% | +346+3.0% | Added |
| Van Den Berg Management I, Inc | 11,748 | $6.37M | 1.89% | −7−0.1% | Reduced |
| Meritage Portfolio Management | 11,785 | $6.39M | 0.40% | −139−1.2% | Reduced |
| Level Four Advisory Services, LLC | 11,785 | $6.39M | 0.29% | +6,951+143.8% | Added |
| Gotham Asset Management, LLC | 11,813 | $6.40M | 0.08% | +8,023+211.7% | Added |
| New Mexico Educational Retirement Board | 11,846 | $6.42M | 0.22% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 11,849 | $6.42M | 0.07% | +614+5.5% | Added |
| Orion Portfolio Solutions, LLC | 11,849 | $6.42M | 0.07% | +614+5.5% | Added |
| Cornerstone Advisors, LLC | 11,900 | $6.45M | 0.26% | −100−0.8% | Reduced |
| Assetmark, Inc | 11,915 | $6.46M | 0.02% | −737−5.8% | Reduced |
| Westbourne Investment Advisors, Inc. | 11,971 | $6.49M | 2.35% | −78−0.6% | Reduced |
| Logan Capital Management Inc | 12,231 | $6.63M | 0.29% | −562−4.4% | Reduced |
| Van Eck Associates Corp | 12,275 | $6.65M | 0.01% | +411+3.5% | Added |
| BNP Paribas | 12,344 | $6.69M | 0.34% | −186−1.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 12,425 | $6.73M | 0.27% | +50.0% | Added |
| Fred Alger Management, LLC | 12,611 | $6.83M | 0.03% | +12,611 | New |
| Mitchell Capital Management Co | 12,637 | $6.85M | 1.21% | +5,384+74.2% | Added |
| Sienna Gestion | 12,994 | $7.04M | 0.63% | +81+0.6% | Added |
| Louisiana State Employees Retirement System | 13,100 | $7.10M | 0.14% | −600−4.4% | Reduced |
| Private Advisor Group, LLC | 13,103 | $7.10M | 0.05% | +876+7.2% | Added |
| Pacific Capital Partners Ltd | 13,125 | $7.11M | 4.71% | +625+5.0% | Added |
| KCM Investment Advisors LLC | 13,271 | $7.19M | 0.26% | −23−0.2% | Reduced |
| Lighthouse Investment Partners, LLC | 13,363 | $7.24M | 0.40% | +1,712+14.7% | Added |
| Securian Asset Management, Inc | 13,364 | $7.24M | 0.21% | −475−3.4% | Reduced |
| Principal Securities, Inc. | 13,530 | $7.33M | 0.20% | +2,097+18.3% | Added |
| Leuthold Group, LLC | 13,546 | $7.34M | 0.85% | −1,572−10.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 13,643 | $7.39M | 1.85% | +49+0.4% | Added |
| SYSTM Wealth Solutions LLC | 13,680 | $7.41M | 1.65% | −4,053−22.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 13,804 | $7.48M | 0.06% | −4,742−25.6% | Reduced |
| Longbow Finance SA | 13,826 | $7.49M | 0.77% | −765−5.2% | Reduced |
| CX Institutional | 13,841 | $7.50M | 0.35% | +12+0.1% | Added |
| Hyman Charles D | 13,928 | $7.55M | 0.42% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 14,017 | $7.60M | 1.09% | −372−2.6% | Reduced |
| Wealthfront Advisers LLC | 14,255 | $7.72M | 0.03% | +254+1.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 14,329 | $7.76M | 0.02% | +2,985+26.3% | Added |
| GWM Advisors LLC | 14,364 | $7.78M | 0.06% | +2,492+21.0% | Added |
| HB Wealth Management, LLC | 14,405 | $7.81M | 0.09% | +1,830+14.6% | Added |
| Quadrature Capital Ltd | 14,432 | $7.82M | 0.13% | +4,364+43.3% | Added |
| Allianz SE | 14,458 | $7.83M | 0.23% | −1,387−8.8% | Reduced |
| GHP Investment Advisors, Inc. | 14,582 | $7.90M | 0.39% | +79+0.5% | Added |
| Eversept Partners, LP | 14,657 | $7.94M | 0.61% | +264+1.8% | Added |
| Blair William & Co | 14,756 | $8.00M | 0.02% | +2,622+21.6% | Added |
| Hartford Investment Management Co | 14,909 | $8.08M | 0.28% | −283−1.9% | Reduced |
| HBK Investments L P | 14,921 | $8.09M | 0.19% | +11,759+371.9% | Added |
| Vestcor Inc | 15,134 | $8.20M | 0.28% | 00.0% | Unchanged |
| MAI Capital Management | 15,224 | $8.25M | 0.08% | +1,333+9.6% | Added |
| TD Waterhouse Canada Inc. | 15,460 | $8.26M | 0.07% | +173+1.1% | Added |
| Siemens Fonds Invest GmbH | 15,252 | $8.26M | 0.62% | +8+0.1% | Added |
| CIBC World Markets Inc. | 15,535 | $8.42M | 0.02% | −1,151−6.9% | Reduced |
| GAM Holding AG | 15,620 | $8.46M | 0.65% | +51+0.3% | Added |
| Vontobel Holding Ltd. | 15,657 | $8.48M | 0.03% | +822+5.5% | Added |
| Entropy Technologies, LP | 15,947 | $8.64M | 0.93% | +15,947 | New |
| Intech Investment Management LLC | 16,155 | $8.75M | 0.11% | −1,525−8.6% | Reduced |
| Parus Finance (UK) Ltd | 16,236 | $8.80M | 2.54% | +602+3.9% | Added |
| Avantax Advisory Services, Inc. | 16,322 | $8.84M | 0.06% | +10,659+188.2% | Added |
| MBB Public Markets I LLC | 16,586 | $8.99M | 0.19% | +16,586 | New |
| Kingsview Wealth Management, LLC | 16,601 | $9.00M | 0.21% | +354+2.2% | Added |
| Verdence Capital Advisors LLC | 16,622 | $9.01M | 0.80% | +784+5.0% | Added |
| Moran Wealth Management, LLC | 16,698 | $9.05M | 0.30% | +494+3.0% | Added |
| Greystone Financial Group, LLC | 16,700 | $9.05M | 1.77% | −1,906−10.2% | Reduced |
| Sandy Spring Bank | 16,767 | $9.09M | 0.40% | −1,757−9.5% | Reduced |
| Summit Street Capital Management, LLC | 16,941 | $9.18M | 3.35% | +1,050+6.6% | Added |