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
- 1,713
- +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
- 712 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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 38,288 | $20.7M | 0.25% | −2,900−7.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 38,023 | $20.6M | 0.05% | +38,023 | New |
| Whittier Trust Co of Nevada Inc | 37,578 | $20.4M | 0.57% | −1,075−2.8% | Reduced |
| Banco Santander, S.A. | 37,567 | $20.4M | 0.25% | −2,687−6.7% | Reduced |
| Hallmark Capital Management Inc | 37,451 | $20.3M | 1.62% | −2,502−6.3% | Reduced |
| Huntington National Bank | 37,308 | $20.2M | 0.16% | −10,534−22.0% | Reduced |
| Auxier Asset Management | 37,205 | $20.2M | 3.19% | −6,529−14.9% | Reduced |
| Capital International Inc | 36,920 | $20.0M | 0.27% | +1,328+3.7% | Added |
| New York Life Investment Management LLC | 36,021 | $19.5M | 0.20% | −46−0.1% | Reduced |
| Iridian Asset Management LLC | 35,368 | $19.2M | 4.32% | −4,342−10.9% | Reduced |
| Two Sigma Investments, LP | 34,931 | $18.9M | 0.04% | −56,360−61.7% | Reduced |
| Trajan Wealth LLC | 34,517 | $18.7M | 1.20% | +2,338+7.3% | Added |
| Kestra Advisory Services, LLC | 34,406 | $18.6M | 0.10% | +21,493+166.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 34,099 | $18.5M | 0.20% | +1,193+3.6% | Added |
| ProShare Advisors LLC | 33,789 | $18.3M | 0.05% | −692−2.0% | Reduced |
| Empowered Funds, LLC | 33,586 | $18.2M | 0.31% | −245−0.7% | Reduced |
| Boston Private Wealth LLC | 33,128 | $18.0M | 0.44% | −2,267−6.4% | Reduced |
| FineMark National Bank & Trust | 32,964 | $17.9M | 0.66% | +318+1.0% | Added |
| Prudential PLC | 32,850 | $17.8M | 0.12% | +1,571+5.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 32,467 | $17.6M | 0.07% | +4,566+16.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 32,706 | $17.5M | 0.09% | −41,510−55.9% | Reduced |
| Public Employees Retirement Association of Colorado | 32,194 | $17.4M | 0.07% | −980−3.0% | Reduced |
| Kames Capital plc | 32,030 | $17.3M | 0.24% | −53,502−62.6% | Reduced |
| Mutual of America Capital Management LLC | 31,900 | $17.3M | 0.19% | −1,685−5.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 31,894 | $17.3M | 0.57% | +199+0.6% | Added |
| Assenagon Asset Management S.A. | 31,843 | $17.3M | 0.04% | −193,903−85.9% | Reduced |
| GCM Grosvenor Holdings, LLC | 31,702 | $17.2M | 2.52% | −13,587−30.0% | Reduced |
| CIBC Asset Management Inc | 31,471 | $17.1M | 0.06% | −1,955−5.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 31,356 | $17.0M | 0.06% | +67+0.2% | Added |
| Creative Planning | 31,156 | $16.9M | 0.02% | +2,901+10.3% | Added |
| First American Trust, FSB | 31,110 | $16.9M | 1.69% | +7,913+34.1% | Added |
| Ninety One SA (PTY) Ltd | 31,017 | $16.8M | 2.60% | −9,504−23.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 30,739 | $16.7M | 1.11% | −316−1.0% | Reduced |
| Gabelli Funds LLC | 30,300 | $16.4M | 0.12% | 00.0% | Unchanged |
| Smith, Salley & Associates | 30,270 | $16.4M | 1.18% | +1,759+6.2% | Added |
| Washington Trust Bank | 30,153 | $16.3M | 1.62% | −396−1.3% | Reduced |
| Abn Amro Investment Solutions | 30,093 | $16.3M | 0.30% | −400−1.3% | Reduced |
| CIBC World Markets Corp | 29,981 | $16.2M | 0.11% | +6,453+27.4% | Added |
| Firetrail Investments Pty Ltd | 29,900 | $16.2M | 4.91% | +16,595+124.7% | Added |
| SG Americas Securities, LLC | 29,701 | $16.1M | 0.10% | −2,883−8.8% | Reduced |
| Nissay Asset Management Corp | 28,318 | $15.3M | 0.10% | +470+1.7% | Added |
| North Growth Management Ltd. | 28,000 | $15.2M | 3.00% | 00.0% | Unchanged |
| Parkman Healthcare Partners LLC | 27,751 | $15.0M | 2.05% | +12,587+83.0% | Added |
| Janney Montgomery Scott LLC | 27,725 | $15.0M | 0.05% | −728−2.6% | Reduced |
| Daiwa Securities Group Inc. | 27,710 | $15.0M | 0.08% | +2,212+8.7% | Added |
| Tamar Securities, LLC | 27,530 | $14.9M | 2.42% | +1,881+7.3% | Added |
| National Bank of Canada | 27,821 | $14.8M | 0.02% | −257−0.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 27,355 | $14.8M | 0.25% | −7,484−21.5% | Reduced |
| Pinebridge Investments, L.P. | 27,327 | $14.8M | 0.12% | −21,235−43.7% | Reduced |
| Lawson Kroeker Investment Management Inc | 27,283 | $14.8M | 2.85% | −14−0.1% | Reduced |
| Summit Global Investments | 27,011 | $14.6M | 0.99% | −5,737−17.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,835 | $14.5M | 0.17% | +1,458+5.7% | Added |
| Swiss Life Asset Management Ltd | 26,771 | $14.5M | 0.17% | +8,697+48.1% | Added |
| JustInvest LLC | 26,737 | $14.5M | 0.28% | +4,857+22.2% | Added |
| Clough Capital Partners L P | 25,909 | $14.0M | 1.53% | +2,595+11.1% | Added |
| Barlow Wealth Partners, Inc. | 26,986 | $13.8M | 1.91% | +759+2.9% | Added |
| South Dakota Investment Council | 25,351 | $13.7M | 0.28% | −124−0.5% | Reduced |
| Rafferty Asset Management, LLC | 25,272 | $13.7M | 0.05% | +1,018+4.2% | Added |
| Foundations Investment Advisors, LLC | 25,244 | $13.7M | 0.33% | +5,588+28.4% | Added |
| Ethic Inc. | 25,046 | $13.6M | 0.32% | +6,118+32.3% | Added |
| Guardian Point Capital, LP | 25,000 | $13.5M | 6.37% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 24,907 | $13.5M | 0.30% | +616+2.5% | Added |
| Prana Capital Management, LP | 24,753 | $13.4M | 0.64% | −42,636−63.3% | Reduced |
| Bleakley Financial Group, LLC | 24,373 | $13.2M | 0.38% | +65+0.3% | Added |
| Calamos Advisors LLC | 24,344 | $13.2M | 0.06% | +184+0.8% | Added |
| Sector Gamma AS | 24,279 | $13.2M | 4.91% | −10,018−29.2% | Reduced |
| Unison Asset Management LLC | 24,069 | $13.0M | 6.60% | +173+0.7% | Added |
| Modera Wealth Management, LLC | 23,944 | $13.0M | 0.19% | −145−0.6% | Reduced |
| First Citizens Bank & Trust Co | 23,899 | $12.9M | 0.24% | +327+1.4% | Added |
| Impax Asset Management Group plc | 23,870 | $12.9M | 0.05% | −764−3.1% | Reduced |
| Sanctuary Advisors, LLC | 23,834 | $12.8M | 0.09% | +23,834 | New |
| Chartwell Investment Partners, LLC | 23,589 | $12.8M | 0.45% | −1,379−5.5% | Reduced |
| Guggenheim Capital LLC | 23,449 | $12.7M | 0.09% | +1,662+7.6% | Added |
| Fifth Third Bancorp | 23,026 | $12.5M | 0.05% | −1,161−4.8% | Reduced |
| Dana Investment Advisors, Inc. | 22,980 | $12.5M | 0.42% | −93−0.4% | Reduced |
| Punch & Associates Investment Management, Inc. | 22,841 | $12.4M | 0.73% | +87+0.4% | Added |
| Chiron Investment Management, LLC | 22,376 | $12.1M | 4.76% | −7,017−23.9% | Reduced |
| Unisphere Establishment | 22,200 | $12.0M | 0.12% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 22,085 | $12.0M | 0.29% | −779−3.4% | Reduced |
| Investment Management Corp of Ontario | 21,941 | $11.9M | 0.32% | −6,952−24.1% | Reduced |
| Capital Analysts, LLC | 21,603 | $11.7M | 0.52% | +654+3.1% | Added |
| National Philanthropic Trust | 21,562 | $11.7M | 0.22% | −127−0.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 21,211 | $11.5M | 0.01% | +5,114+31.8% | Added |
| ProVise Management Group, LLC | 21,202 | $11.5M | 0.98% | +433+2.1% | Added |
| Hardman Johnston Global Advisors LLC | 21,140 | $11.5M | 0.44% | −402−1.9% | Reduced |
| Atria Investments LLC | 20,969 | $11.4M | 0.15% | +1,071+5.4% | Added |
| Elo Mutual Pension Insurance Co | 20,925 | $11.3M | 0.27% | −544−2.5% | Reduced |
| Geneos Wealth Management Inc. | 20,687 | $11.2M | 0.50% | +121+0.6% | Added |
| Cullen/Frost Bankers, Inc. | 20,533 | $11.1M | 0.16% | −480−2.3% | Reduced |
| Stephens Inc | 20,122 | $10.9M | 0.17% | +295+1.5% | Added |
| Scotia Capital Inc. | 20,112 | $10.9M | 0.06% | +1,635+8.8% | Added |
| Colony Group, LLC | 20,069 | $10.9M | 0.04% | +1,243+6.6% | Added |
| LMCG Investments, LLC | 20,011 | $10.8M | 0.63% | −22−0.1% | Reduced |
| Moore Capital Management, LP | 20,000 | $10.8M | 0.24% | +20,000 | New |
| Oregon Public Employees Retirement Fund | 19,959 | $10.8M | 0.21% | −121−0.6% | Reduced |
| Diversified Trust Co | 19,903 | $10.8M | 0.30% | −1,841−8.5% | Reduced |
| Cumberland Partners Ltd | 19,241 | $10.4M | 0.76% | +634+3.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 19,082 | $10.3M | 0.84% | +1,000+5.5% | Added |
| Greatmark Investment Partners, Inc. | 19,069 | $10.3M | 1.51% | +264+1.4% | Added |
| Great Lakes Advisors, LLC | 18,993 | $10.3M | 0.09% | +1,149+6.4% | Added |