Skip to main content
Livermore
Livermore
ZHEN

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.

Q3 2024 vs. Q2 2024

How the institutions holding Elevance Health, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of ELV: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders1,712181,702+8
Shares208.1M20.8M207.0M+19.8M (+10.6%)
Value$112.7B$11.3B$107.2B+$5.77B (+5.7%)

18 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (137)

Institutions that held Elevance Health, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Showing the largest 100 of 137 by value.

Institutions new to ELV in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.21,033,626$10.9B0.23%
Sterling Capital Management LLC298,976$155.5M2.01%
SRS Investment Management, LLC193,569$100.7M1.50%
Twinbeech Capital LP128,214$66.7M1.27%
Employees Retirement System of Texas126,100$65.6M0.57%
Citadel Advisors LLC83,190$43.3M0.05%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund52,712$27.4M0.28%
Trexquant Investment LP44,048$22.9M0.29%
Tudor Investment Corp Et Al41,178$21.4M0.23%
Engineers Gate Manager LP40,160$20.9M0.41%
B. Metzler seel. Sohn & Co. Holding AG38,958$20.3M0.20%
Soleus Capital Management, L.P.29,650$15.4M1.28%
Executive Wealth Management, LLC20,963$10.9M0.85%
Oddo BHF Asset Management SAS20,928$10.9M0.54%
Jump Financial, LLC20,360$10.6M0.22%
Pensionmark Financial Group, LLC17,028$8.85M0.28%
Two Sigma Advisers, LP16,600$8.63M0.02%
Boston Common Asset Management, LLC12,089$6.29M0.16%
Shell Asset Management Co10,817$5.63M0.25%
Impact Asset Management GmbH10,370$5.39M2.07%
Campbell & CO Investment Adviser LLC10,279$5.35M0.40%
Qsemble Capital Management, LP9,976$5.19M0.95%
Second Half Financial Partners, LLC6,462$3.36M1.78%
Readystate Asset Management LP6,101$3.17M0.17%
Virtu Financial LLC5,438$2.83M0.16%
Group One Trading, L.P.5,234$2.72M0.11%
Dynamic Technology Lab Private Ltd5,081$2.64M0.28%
Bryn Mawr Trust Co4,571$2.38M0.04%
Lecap Asset Management Ltd3,862$2.01M0.43%
Oak Thistle LLC3,744$1.95M0.63%
Machina Capital S.A.S.2,639$1.37M0.55%
HighVista Strategies LLC2,500$1.30M0.45%
EHP Funds Inc.2,500$1.30M0.91%
Ami Investment Management Inc2,488$1.29M0.44%
TriaGen Wealth Management LLC2,465$1.28M0.43%
Ocean Capital Management, LLC2,407$1.25M0.29%
Professional Financial Advisors, LLC2,380$1.24M0.32%
44 Wealth Management LLC2,835$1.18M0.41%
Paloma Partners Management Co2,264$1.18M0.06%
Prelude Capital Management, LLC2,245$1.17M0.09%
Intact Investment Management Inc.1,760$915.2K0.03%
Scientech Research LLC1,745$907.4K0.18%
Virtus ETF Advisers LLC1,678$872.6K0.41%
Ruggaard & Associates LLC1,609$836.7K0.36%
Aster Capital Management (DIFC) Ltd1,586$824.7K0.18%
Net Worth Advisory Group1,554$808.2K0.24%
Oxford Asset Management LLP1,538$799.8K0.67%
Argent Financial Group, Inc.1,484$771.7K0.09%
Howard Capital Management Inc.1,452$755.0K0.01%
Sara-Bay Financial1,452$755.0K0.32%
Kestra Investment Management, LLC1,365$709.8K0.03%
Inceptionr LLC1,323$688.0K0.17%
Meridian Wealth Management, LLC1,320$686.4K0.03%
Crestline Management, LP1,262$656.2K0.04%
Seven Eight Capital, LP1,116$580.3K0.05%
Taylor Hoffman Capital Management LLC1,428$579.4K0.22%
Integrated Investment Consultants, LLC1,025$533.0K0.12%
Edgestream Partners, L.P.1,023$532.0K0.02%
Permanens Capital L.P.1,009$524.7K0.11%
Phoenix Holdings Ltd.1,006$524.2K0.01%
Connective Portfolio Management, LLC3,000$518.1K1.01%
Gsa Capital Partners LLP996$518.0K0.04%
Zacks Investment Management983$511.0K0.00%
Fiduciary Family Office, LLC934$485.7K0.16%
Petrus Trust Company, LTA906$471.1K0.05%
CWA Asset Management Group, LLC901$468.5K0.02%
Versor Investments LP875$455.0K0.07%
Consolidated Planning Corp853$443.6K0.07%
Howard Bailey Securities, LLC783$407.2K0.15%
Providence First Trust Co753$391.6K0.17%
Savvy Advisors, Inc.741$385.1K0.08%
Maven Securities LTD694$360.9K0.04%
Bridgefront Capital, LLC632$328.6K0.13%
Signal Advisors Wealth, LLC611$317.8K0.05%
Evoke Wealth, LLC595$309.6K0.01%
Wolverine Trading, LLC558$292.4K0.01%
Crestwood Advisors Group LLC527$273.9K0.01%
NewEdge Wealth, LLC514$267.3K0.00%
BSW Wealth Partners499$259.4K0.04%
Trust Co of Kansas492$256.0K0.12%
Prosperity Consulting Group, LLC465$241.8K0.02%
Stonegate Investment Group, LLC456$237.1K0.01%
Driehaus Capital Management LLC455$236.6K0.00%
GYL Financial Synergies, LLC454$236.1K0.02%
Tudor Financial Inc.451$234.5K0.14%
ICONIQ Capital, LLC444$230.9K0.00%
Univest Financial Corp443$230.4K0.02%
Roanoke Asset Management Corp438$228.0K0.07%
Guyasuta Investment Advisors Inc420$218.4K0.01%
Farmers & Merchants Trust Co of Long Beach393$204.4K0.05%
Wellington Wealth Strategies, LLC.502$203.7K0.15%
Moss Adams Wealth Advisors LLC391$203.4K0.02%
Brophy Wealth Management, LLC385$200.2K0.07%
Livelsberger Financial Advisory297$154.5K3.24%
Planned Solutions, Inc.275$143.0K0.06%
Northwest Financial Advisors245$127.4K0.10%
Baldwin Brothers Inc206$107.1K0.01%
Ashton Thomas Securities, LLC184$95.7K0.02%
Truvestments Capital LLC172$89.5K0.02%
Values First Advisors, Inc.167$86.8K0.05%

Sold out (129)

Institutions that held Elevance Health, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Showing the largest 100 of 129 by value.

Institutions that sold out of ELV in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
TPG GP A, LLC360,557$195.4M
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners295,932$160.4M
Point72 Asset Management, L.P.242,881$131.6M
Axiom Investors LLC119,739$64.9M
Public Employees Retirement System of Ohio115,508$62.6M
Glenview Capital Management, LLC98,578$53.4M
BI Asset Management Fondsmaeglerselskab A/S96,622$52.4M
Suvretta Capital Management, LLC91,442$49.5M
Parsifal Capital Management, LP80,389$43.6M
Integral Health Asset Management, LLC80,000$43.3M
Marshall Wace, LLP66,000$35.8M
Banco Bilbao Vizcaya Argentaria, S.A.62,424$33.8M
Boston Private Wealth LLC33,128$18.0M
Parkman Healthcare Partners LLC27,751$15.0M
Janney Montgomery Scott LLC27,725$15.0M
Sanctuary Advisors, LLC23,834$12.8M
Entropy Technologies, LP15,947$8.64M
HBK Investments L P14,921$8.09M
Lighthouse Investment Partners, LLC13,363$7.24M
Winton Group Ltd6,771$3.67M
CAPROCK Group, Inc.6,318$3.42M
Strategic Financial Concepts, LLC55,241$3.35M
Landscape Capital Management, L.L.C.5,390$2.92M
Point72 Asia (Singapore) Pte. Ltd.5,270$2.86M
Mizuho Markets Americas LLC5,200$2.82M
Y-Intercept (Hong Kong) Ltd5,085$2.76M
Lombard Odier Asset Management (Europe) Ltd4,630$2.51M
Sectoral Asset Management Inc4,500$2.44M
Violich Capital Management, Inc.3,700$2.00M
Simplex Trading, LLC3,231$1.75M
Wright Investors Service Inc3,112$1.69M
Walleye Trading LLC2,938$1.59M
Laurion Capital Management LP2,914$1.58M
Symmetry Investments LP2,900$1.57M
Jackson Wealth Management, LLC2,749$1.49M
Mirabella Financial Services LLP2,532$1.37M
Pearl River Capital, LLC2,224$1.21M
Bard Financial Services, Inc.2,150$1.16M
Vanguard Capital Wealth Advisors2,106$1.14M
M Holdings Securities, Inc.1,567$849.0K
Alamar Capital Management, LLC1,368$741.3K
Privium Fund Management (UK) Ltd1,357$727.2K
Ontario Teachers Pension Plan Board1,279$693.0K
Fullerton Fund Management Co Ltd.1,172$635.1K
Carnegie Capital Asset Management, LLC1,116$604.7K
Okabena Investment Services Inc977$529.4K
Keener Financial Planning LLC866$469.0K
Allstate Corp864$468.2K
Arista Wealth Management, LLC858$464.9K
First County Bank787$426.4K
Stevens Capital Management LP682$370.0K
Laidlaw Wealth Management LLC672$364.1K
Burns Matteson Capital Management, LLC645$349.5K
Cowen and Company, LLC610$330.5K
PAX Financial Group, LLC529$286.7K
Strategic Wealth Designers532$284.6K
Alerus Financial NA520$281.8K
3Chopt Investment Partners, LLC516$279.6K
OneAscent Financial Services LLC512$278.0K
Edge Capital Group, LLC509$275.8K
Cypress Capital Group501$271.5K
Tfo-TDC, LLC486$263.6K
Meridian Investment Counsel Inc.480$260.1K
Vantage Consulting Group Inc465$252.0K
AlTi Global, Inc.460$249.3K
JT Stratford LLC443$240.0K
Accretive Wealth Partners, LLC440$238.4K
Main Street Financial Solutions, LLC426$230.7K
Renasant Bank413$223.8K
OneAscent Wealth Management LLC412$223.0K
Fosun International Ltd410$222.2K
Balboa Wealth Partners406$220.1K
New Republic Capital, LLC406$220.1K
Steel Peak Wealth Management LLC402$217.8K
TradeLink Capital LLC400$217.0K
Campbell Wealth Management400$217.0K
CTC Alternative Strategies, Ltd.399$216.2K
Vicus Capital396$214.8K
Prairie Wealth Advisors, Inc.395$214.0K
Hibernia Wealth Partners, LLC391$211.4K
AIMZ Investment Advisors, LLC389$210.8K
Kathmere Capital Management, LLC388$210.2K
Hutchens & Kramer Investment Management Group, LLC393$210.1K
Avantax Planning Partners, Inc.386$209.2K
Ferguson Wellman Capital Management, Inc383$207.5K
Advisor OS, LLC380$205.9K
MBA Advisors LLC379$205.4K
McNamara Financial Services, Inc.378$204.8K
MJP Associates Inc376$203.8K
Forza Wealth Management, LLC376$203.7K
Pointe Capital Management LLC375$203.2K
Fingerlakes Wealth Management, Inc.375$203.1K
Seed Wealth Management, Inc.374$202.7K
Bahl & Gaynor Inc373$202.1K
Monterey Private Wealth, Inc.373$202.1K
Shepherd Financial Partners LLC372$201.8K
Independent Wealth Network Inc.372$201.6K
Retirement Planning Group371$201.1K
Fidelity D & D Bancorp Inc371$201.0K
Clark Financial Services Group Inc371$201.0K

Not filed for Q3 2024 yet (18)

Institutions that held Elevance Health, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ELV in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.20,704,715$11.2B
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)52,612$28.5M
Benjamin F. Edwards & Company, Inc.49,666$26.9M
Hyman Charles D13,928$7.55M
Institutional & Family Asset Management, LLC10,766$5.83M
Clear Rock Advisors, LLC4,701$2.55M
Buckingham Strategic Wealth, LLC1,854$1.00M
Taylor Hoffman Wealth Management1,457$778.8K
Arden Trust Co1,261$683.3K
Heritage Trust Co1,096$593.9K
Bank Pictet & Cie (Asia) Ltd669$362.5K
JJJ Advisors Inc.606$328.4K
Girard Partners Ltd.501$271.5K
Private Ocean, LLC348$188.7K
Emfo, LLC70$37.9K
Ofi Invest Asset Management66$33.4K
Spotlight Asset Group, Inc.38$20.6K
Sofos Investments, Inc.3$1.63K