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 |
|---|---|---|---|---|---|
| Gulf International Bank (UK) Ltd | 18,965 | $10.3M | 0.26% | −635−3.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 18,493 | $10.0M | 0.11% | +1,707+10.2% | Added |
| Jefferies Financial Group Inc. | 18,423 | $9.98M | 0.20% | −11,836−39.1% | Reduced |
| Maryland State Retirement & Pension System | 18,125 | $9.82M | 0.18% | −489−2.6% | Reduced |
| Baird Financial Group, Inc. | 18,082 | $9.80M | 0.02% | +705+4.1% | Added |
| BlackBarn Capital Partners LP | 18,000 | $9.75M | 5.03% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 17,922 | $9.71M | 0.21% | +17,922 | New |
| Banque Pictet & Cie SA | 17,653 | $9.57M | 0.10% | +1,013+6.1% | Added |
| Kentucky Retirement Systems | 17,514 | $9.49M | 0.27% | −329−1.8% | Reduced |
| LMR Partners LLP | 17,425 | $9.44M | 0.20% | +13,404+333.3% | Added |
| Northwest & Ethical Investments L.P. | 17,126 | $9.28M | 0.27% | +8,281+93.6% | Added |
| Pacer Advisors, Inc. | 16,947 | $9.18M | 0.02% | −999−5.6% | Reduced |
| Summit Street Capital Management, LLC | 16,941 | $9.18M | 3.35% | +1,050+6.6% | Added |
| Sandy Spring Bank | 16,767 | $9.09M | 0.40% | −1,757−9.5% | Reduced |
| Greystone Financial Group, LLC | 16,700 | $9.05M | 1.77% | −1,906−10.2% | Reduced |
| Moran Wealth Management, LLC | 16,698 | $9.05M | 0.30% | +494+3.0% | Added |
| Verdence Capital Advisors LLC | 16,622 | $9.01M | 0.80% | +784+5.0% | Added |
| Kingsview Wealth Management, LLC | 16,601 | $9.00M | 0.21% | +354+2.2% | Added |
| MBB Public Markets I LLC | 16,586 | $8.99M | 0.19% | +16,586 | New |
| Avantax Advisory Services, Inc. | 16,322 | $8.84M | 0.06% | +10,659+188.2% | Added |
| Parus Finance (UK) Ltd | 16,236 | $8.80M | 2.54% | +602+3.9% | Added |
| Intech Investment Management LLC | 16,155 | $8.75M | 0.11% | −1,525−8.6% | Reduced |
| Entropy Technologies, LP | 15,947 | $8.64M | 0.93% | +15,947 | New |
| Vontobel Holding Ltd. | 15,657 | $8.48M | 0.03% | +822+5.5% | Added |
| GAM Holding AG | 15,620 | $8.46M | 0.65% | +51+0.3% | Added |
| CIBC World Markets Inc. | 15,535 | $8.42M | 0.02% | −1,151−6.9% | Reduced |
| Siemens Fonds Invest GmbH | 15,252 | $8.26M | 0.62% | +8+0.1% | Added |
| TD Waterhouse Canada Inc. | 15,460 | $8.26M | 0.07% | +173+1.1% | Added |
| MAI Capital Management | 15,224 | $8.25M | 0.08% | +1,333+9.6% | Added |
| Vestcor Inc | 15,134 | $8.20M | 0.28% | 00.0% | Unchanged |
| HBK Investments L P | 14,921 | $8.09M | 0.19% | +11,759+371.9% | Added |
| Hartford Investment Management Co | 14,909 | $8.08M | 0.28% | −283−1.9% | Reduced |
| Blair William & Co | 14,756 | $8.00M | 0.02% | +2,622+21.6% | Added |
| Eversept Partners, LP | 14,657 | $7.94M | 0.61% | +264+1.8% | Added |
| GHP Investment Advisors, Inc. | 14,582 | $7.90M | 0.39% | +79+0.5% | Added |
| Allianz SE | 14,458 | $7.83M | 0.23% | −1,387−8.8% | Reduced |
| Quadrature Capital Ltd | 14,432 | $7.82M | 0.13% | +4,364+43.3% | Added |
| HB Wealth Management, LLC | 14,405 | $7.81M | 0.09% | +1,830+14.6% | Added |
| GWM Advisors LLC | 14,364 | $7.78M | 0.06% | +2,492+21.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 14,329 | $7.76M | 0.02% | +2,985+26.3% | Added |
| Wealthfront Advisers LLC | 14,255 | $7.72M | 0.03% | +254+1.8% | Added |
| River Wealth Advisors LLC | 14,017 | $7.60M | 1.09% | −372−2.6% | Reduced |
| Hyman Charles D | 13,928 | $7.55M | 0.42% | 00.0% | Unchanged |
| CX Institutional | 13,841 | $7.50M | 0.35% | +12+0.1% | Added |
| Longbow Finance SA | 13,826 | $7.49M | 0.77% | −765−5.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 13,804 | $7.48M | 0.06% | −4,742−25.6% | Reduced |
| SYSTM Wealth Solutions LLC | 13,680 | $7.41M | 1.65% | −4,053−22.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 13,643 | $7.39M | 1.85% | +49+0.4% | Added |
| Leuthold Group, LLC | 13,546 | $7.34M | 0.85% | −1,572−10.4% | Reduced |
| Principal Securities, Inc. | 13,530 | $7.33M | 0.20% | +2,097+18.3% | Added |
| Securian Asset Management, Inc | 13,364 | $7.24M | 0.21% | −475−3.4% | Reduced |
| Lighthouse Investment Partners, LLC | 13,363 | $7.24M | 0.40% | +1,712+14.7% | Added |
| KCM Investment Advisors LLC | 13,271 | $7.19M | 0.26% | −23−0.2% | Reduced |
| Pacific Capital Partners Ltd | 13,125 | $7.11M | 4.71% | +625+5.0% | Added |
| Private Advisor Group, LLC | 13,103 | $7.10M | 0.05% | +876+7.2% | Added |
| Louisiana State Employees Retirement System | 13,100 | $7.10M | 0.14% | −600−4.4% | Reduced |
| Sienna Gestion | 12,994 | $7.04M | 0.63% | +81+0.6% | Added |
| Mitchell Capital Management Co | 12,637 | $6.85M | 1.21% | +5,384+74.2% | Added |
| Fred Alger Management, LLC | 12,611 | $6.83M | 0.03% | +12,611 | New |
| Cary Street Partner Investment Advisory LLC | 12,425 | $6.73M | 0.27% | +50.0% | Added |
| BNP Paribas | 12,344 | $6.69M | 0.34% | −186−1.5% | Reduced |
| Van Eck Associates Corp | 12,275 | $6.65M | 0.01% | +411+3.5% | Added |
| Logan Capital Management Inc | 12,231 | $6.63M | 0.29% | −562−4.4% | Reduced |
| Westbourne Investment Advisors, Inc. | 11,971 | $6.49M | 2.35% | −78−0.6% | Reduced |
| Assetmark, Inc | 11,915 | $6.46M | 0.02% | −737−5.8% | Reduced |
| Cornerstone Advisors, LLC | 11,900 | $6.45M | 0.26% | −100−0.8% | Reduced |
| 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 |
| New Mexico Educational Retirement Board | 11,846 | $6.42M | 0.22% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 11,813 | $6.40M | 0.08% | +8,023+211.7% | Added |
| Level Four Advisory Services, LLC | 11,785 | $6.39M | 0.29% | +6,951+143.8% | Added |
| Meritage Portfolio Management | 11,785 | $6.39M | 0.40% | −139−1.2% | Reduced |
| Van Den Berg Management I, Inc | 11,748 | $6.37M | 1.89% | −7−0.1% | Reduced |
| Stratos Wealth Partners, LTD. | 11,743 | $6.36M | 0.10% | +346+3.0% | Added |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 11,731 | $6.36M | 1.51% | 00.0% | Unchanged |
| Keybank National Association | 11,683 | $6.33M | 0.03% | −550−4.5% | Reduced |
| Bamco Inc | 11,600 | $6.29M | 0.02% | +2,600+28.9% | Added |
| Banque Cantonale Vaudoise | 11,596 | $6.28M | 0.25% | −8−0.1% | Reduced |
| Ostrum Asset Management | 11,364 | $6.16M | 0.54% | −1,110−8.9% | Reduced |
| Eagle Rock Investment Company, LLC | 11,243 | $6.09M | 1.10% | −335−2.9% | Reduced |
| Ossiam | 11,150 | $6.04M | 0.11% | +2,460+28.3% | Added |
| Metis Global Partners, LLC | 11,072 | $6.00M | 0.21% | +216+2.0% | Added |
| Baader Bank INC | 11,037 | $5.98M | 0.47% | +3,939+55.5% | Added |
| UniSuper Management Pty Ltd | 11,004 | $5.96M | 0.05% | +5,951+117.8% | Added |
| Bokf, NA | 10,936 | $5.93M | 0.11% | −5,699−34.3% | Reduced |
| Kennedy Capital Management, Inc. | 10,891 | $5.90M | 0.13% | +4,510+70.7% | Added |
| Kingswood Wealth Advisors, LLC | 10,826 | $5.87M | 0.53% | +1,903+21.3% | Added |
| West Family Investments, Inc. | 10,788 | $5.85M | 1.75% | +43+0.4% | Added |
| BDF-Gestion | 10,773 | $5.84M | 0.56% | +10,773 | New |
| Institutional & Family Asset Management, LLC | 10,766 | $5.83M | 0.89% | −287−2.6% | Reduced |
| Kempen Capital Management N.V. | 10,748 | $5.82M | 0.07% | +2,863+36.3% | Added |
| Argent Trust Co | 10,644 | $5.77M | 0.25% | +738+7.5% | Added |
| Brevan Howard Capital Management LP | 10,465 | $5.67M | 0.37% | +7,514+254.6% | Added |
| Mill Capital Management, LLC | 10,458 | $5.67M | 0.47% | 00.0% | Unchanged |
| Palmer Knight Co | 10,455 | $5.67M | 2.71% | +88+0.8% | Added |
| Oxbow Advisors, LLC | 10,372 | $5.62M | 0.66% | −166−1.6% | Reduced |
| Globeflex Capital L P | 10,227 | $5.54M | 0.58% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 10,129 | $5.49M | 1.07% | −6,033−37.3% | Reduced |
| Peapack Gladstone Financial Corp | 10,121 | $5.48M | 0.08% | −50.0% | Reduced |
| Winmill & Co. Inc | 10,040 | $5.44M | 1.86% | −750−7.0% | Reduced |