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 |
|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 16,947 | $9.18M | 0.02% | −999−5.6% | Reduced |
| Northwest & Ethical Investments L.P. | 17,126 | $9.28M | 0.27% | +8,281+93.6% | Added |
| LMR Partners LLP | 17,425 | $9.44M | 0.20% | +13,404+333.3% | Added |
| Kentucky Retirement Systems | 17,514 | $9.49M | 0.27% | −329−1.8% | Reduced |
| Banque Pictet & Cie SA | 17,653 | $9.57M | 0.10% | +1,013+6.1% | Added |
| Mizuho Securities USA LLC | 17,922 | $9.71M | 0.21% | +17,922 | New |
| BlackBarn Capital Partners LP | 18,000 | $9.75M | 5.03% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 18,082 | $9.80M | 0.02% | +705+4.1% | Added |
| Maryland State Retirement & Pension System | 18,125 | $9.82M | 0.18% | −489−2.6% | Reduced |
| Jefferies Financial Group Inc. | 18,423 | $9.98M | 0.20% | −11,836−39.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 18,493 | $10.0M | 0.11% | +1,707+10.2% | Added |
| Gulf International Bank (UK) Ltd | 18,965 | $10.3M | 0.26% | −635−3.2% | Reduced |
| Great Lakes Advisors, LLC | 18,993 | $10.3M | 0.09% | +1,149+6.4% | Added |
| Greatmark Investment Partners, Inc. | 19,069 | $10.3M | 1.51% | +264+1.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 19,082 | $10.3M | 0.84% | +1,000+5.5% | Added |
| Cumberland Partners Ltd | 19,241 | $10.4M | 0.76% | +634+3.4% | Added |
| Diversified Trust Co | 19,903 | $10.8M | 0.30% | −1,841−8.5% | Reduced |
| Oregon Public Employees Retirement Fund | 19,959 | $10.8M | 0.21% | −121−0.6% | Reduced |
| Moore Capital Management, LP | 20,000 | $10.8M | 0.24% | +20,000 | New |
| LMCG Investments, LLC | 20,011 | $10.8M | 0.63% | −22−0.1% | Reduced |
| Colony Group, LLC | 20,069 | $10.9M | 0.04% | +1,243+6.6% | Added |
| Scotia Capital Inc. | 20,112 | $10.9M | 0.06% | +1,635+8.8% | Added |
| Stephens Inc | 20,122 | $10.9M | 0.17% | +295+1.5% | Added |
| Cullen/Frost Bankers, Inc. | 20,533 | $11.1M | 0.16% | −480−2.3% | Reduced |
| Geneos Wealth Management Inc. | 20,687 | $11.2M | 0.50% | +121+0.6% | Added |
| Elo Mutual Pension Insurance Co | 20,925 | $11.3M | 0.27% | −544−2.5% | Reduced |
| Atria Investments LLC | 20,969 | $11.4M | 0.15% | +1,071+5.4% | Added |
| Hardman Johnston Global Advisors LLC | 21,140 | $11.5M | 0.44% | −402−1.9% | Reduced |
| ProVise Management Group, LLC | 21,202 | $11.5M | 0.98% | +433+2.1% | Added |
| T. Rowe Price Investment Management, Inc. | 21,211 | $11.5M | 0.01% | +5,114+31.8% | Added |
| National Philanthropic Trust | 21,562 | $11.7M | 0.22% | −127−0.6% | Reduced |
| Capital Analysts, LLC | 21,603 | $11.7M | 0.52% | +654+3.1% | Added |
| Investment Management Corp of Ontario | 21,941 | $11.9M | 0.32% | −6,952−24.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 22,085 | $12.0M | 0.29% | −779−3.4% | Reduced |
| Unisphere Establishment | 22,200 | $12.0M | 0.12% | 00.0% | Unchanged |
| Chiron Investment Management, LLC | 22,376 | $12.1M | 4.76% | −7,017−23.9% | Reduced |
| Punch & Associates Investment Management, Inc. | 22,841 | $12.4M | 0.73% | +87+0.4% | Added |
| Dana Investment Advisors, Inc. | 22,980 | $12.5M | 0.42% | −93−0.4% | Reduced |
| Fifth Third Bancorp | 23,026 | $12.5M | 0.05% | −1,161−4.8% | Reduced |
| Guggenheim Capital LLC | 23,449 | $12.7M | 0.09% | +1,662+7.6% | Added |
| Chartwell Investment Partners, LLC | 23,589 | $12.8M | 0.45% | −1,379−5.5% | Reduced |
| Sanctuary Advisors, LLC | 23,834 | $12.8M | 0.09% | +23,834 | New |
| Impax Asset Management Group plc | 23,870 | $12.9M | 0.05% | −764−3.1% | Reduced |
| First Citizens Bank & Trust Co | 23,899 | $12.9M | 0.24% | +327+1.4% | Added |
| Modera Wealth Management, LLC | 23,944 | $13.0M | 0.19% | −145−0.6% | Reduced |
| Unison Asset Management LLC | 24,069 | $13.0M | 6.60% | +173+0.7% | Added |
| Sector Gamma AS | 24,279 | $13.2M | 4.91% | −10,018−29.2% | Reduced |
| Calamos Advisors LLC | 24,344 | $13.2M | 0.06% | +184+0.8% | Added |
| Bleakley Financial Group, LLC | 24,373 | $13.2M | 0.38% | +65+0.3% | Added |
| Prana Capital Management, LP | 24,753 | $13.4M | 0.64% | −42,636−63.3% | Reduced |
| Simplicity Wealth,LLC | 24,907 | $13.5M | 0.30% | +616+2.5% | Added |
| Guardian Point Capital, LP | 25,000 | $13.5M | 6.37% | 00.0% | Unchanged |
| Ethic Inc. | 25,046 | $13.6M | 0.32% | +6,118+32.3% | Added |
| Foundations Investment Advisors, LLC | 25,244 | $13.7M | 0.33% | +5,588+28.4% | Added |
| Rafferty Asset Management, LLC | 25,272 | $13.7M | 0.05% | +1,018+4.2% | Added |
| South Dakota Investment Council | 25,351 | $13.7M | 0.28% | −124−0.5% | Reduced |
| Barlow Wealth Partners, Inc. | 26,986 | $13.8M | 1.91% | +759+2.9% | Added |
| Clough Capital Partners L P | 25,909 | $14.0M | 1.53% | +2,595+11.1% | Added |
| JustInvest LLC | 26,737 | $14.5M | 0.28% | +4,857+22.2% | Added |
| Swiss Life Asset Management Ltd | 26,771 | $14.5M | 0.17% | +8,697+48.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,835 | $14.5M | 0.17% | +1,458+5.7% | Added |
| Summit Global Investments | 27,011 | $14.6M | 0.99% | −5,737−17.5% | Reduced |
| Lawson Kroeker Investment Management Inc | 27,283 | $14.8M | 2.85% | −14−0.1% | Reduced |
| Pinebridge Investments, L.P. | 27,327 | $14.8M | 0.12% | −21,235−43.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 27,355 | $14.8M | 0.25% | −7,484−21.5% | Reduced |
| National Bank of Canada | 27,821 | $14.8M | 0.02% | −257−0.9% | Reduced |
| Tamar Securities, LLC | 27,530 | $14.9M | 2.42% | +1,881+7.3% | Added |
| Daiwa Securities Group Inc. | 27,710 | $15.0M | 0.08% | +2,212+8.7% | Added |
| Janney Montgomery Scott LLC | 27,725 | $15.0M | 0.05% | −728−2.6% | Reduced |
| Parkman Healthcare Partners LLC | 27,751 | $15.0M | 2.05% | +12,587+83.0% | Added |
| North Growth Management Ltd. | 28,000 | $15.2M | 3.00% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 28,318 | $15.3M | 0.10% | +470+1.7% | Added |
| SG Americas Securities, LLC | 29,701 | $16.1M | 0.10% | −2,883−8.8% | Reduced |
| Firetrail Investments Pty Ltd | 29,900 | $16.2M | 4.91% | +16,595+124.7% | Added |
| CIBC World Markets Corp | 29,981 | $16.2M | 0.11% | +6,453+27.4% | Added |
| Abn Amro Investment Solutions | 30,093 | $16.3M | 0.30% | −400−1.3% | Reduced |
| Washington Trust Bank | 30,153 | $16.3M | 1.62% | −396−1.3% | Reduced |
| Smith, Salley & Associates | 30,270 | $16.4M | 1.18% | +1,759+6.2% | Added |
| Gabelli Funds LLC | 30,300 | $16.4M | 0.12% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 30,739 | $16.7M | 1.11% | −316−1.0% | Reduced |
| Ninety One SA (PTY) Ltd | 31,017 | $16.8M | 2.60% | −9,504−23.5% | Reduced |
| First American Trust, FSB | 31,110 | $16.9M | 1.69% | +7,913+34.1% | Added |
| Creative Planning | 31,156 | $16.9M | 0.02% | +2,901+10.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 31,356 | $17.0M | 0.06% | +67+0.2% | Added |
| CIBC Asset Management Inc | 31,471 | $17.1M | 0.06% | −1,955−5.8% | Reduced |
| GCM Grosvenor Holdings, LLC | 31,702 | $17.2M | 2.52% | −13,587−30.0% | Reduced |
| Assenagon Asset Management S.A. | 31,843 | $17.3M | 0.04% | −193,903−85.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 31,894 | $17.3M | 0.57% | +199+0.6% | Added |
| Mutual of America Capital Management LLC | 31,900 | $17.3M | 0.19% | −1,685−5.0% | Reduced |
| Kames Capital plc | 32,030 | $17.3M | 0.24% | −53,502−62.6% | Reduced |
| Public Employees Retirement Association of Colorado | 32,194 | $17.4M | 0.07% | −980−3.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 32,706 | $17.5M | 0.09% | −41,510−55.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 32,467 | $17.6M | 0.07% | +4,566+16.4% | Added |
| Prudential PLC | 32,850 | $17.8M | 0.12% | +1,571+5.0% | Added |
| FineMark National Bank & Trust | 32,964 | $17.9M | 0.66% | +318+1.0% | Added |
| Boston Private Wealth LLC | 33,128 | $18.0M | 0.44% | −2,267−6.4% | Reduced |
| Empowered Funds, LLC | 33,586 | $18.2M | 0.31% | −245−0.7% | Reduced |
| ProShare Advisors LLC | 33,789 | $18.3M | 0.05% | −692−2.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 34,099 | $18.5M | 0.20% | +1,193+3.6% | Added |
| Kestra Advisory Services, LLC | 34,406 | $18.6M | 0.10% | +21,493+166.4% | Added |