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, Q3 2024
Institutional positions in Elevance Health, Inc. as of Sep 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
- 1,703
- +8 vs. Q2 2024
- Shares held
- 207.0M
- +19.8M (+10.6%) vs. Q2 2024
- Total value
- $107.2B
- +$5.77B (+5.7%) vs. Q2 2024
- New holders
- 137
- 682 more added
- Sold out
- 129
- 600 more reduced
18 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Integrated Advisors Network LLC | 5,942 | $3.09M | 0.15% | +222+3.9% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5,960 | $3.10M | 0.10% | −3,934−39.8% | Reduced |
| Pinkerton Retirement Specialists, LLC | 5,987 | $3.11M | 0.45% | +63+1.1% | Added |
| Guardian Capital Advisors LP | 6,151 | $3.14M | 0.31% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 6,098 | $3.17M | 0.30% | +1,135+22.9% | Added |
| Readystate Asset Management LP | 6,101 | $3.17M | 0.17% | +6,101 | New |
| Tokio Marine Asset Management Co Ltd | 6,105 | $3.17M | 0.14% | +471+8.4% | Added |
| Portfolio Design Labs, LLC | 6,107 | $3.18M | 0.89% | +1,275+26.4% | Added |
| Transform Wealth, LLC | 6,125 | $3.19M | 0.21% | −256−4.0% | Reduced |
| Greenup Street Wealth Management LLC | 6,131 | $3.19M | 0.66% | −2,563−29.5% | Reduced |
| Ascent Group, LLC | 6,156 | $3.20M | 0.24% | +1,253+25.6% | Added |
| Jackson Hole Capital Partners, LLC | 6,162 | $3.20M | 0.67% | +43+0.7% | Added |
| Leavell Investment Management, Inc. | 6,165 | $3.21M | 0.16% | +200+3.4% | Added |
| Fort Washington Investment Advisors Inc | 6,174 | $3.21M | 0.02% | −20−0.3% | Reduced |
| Dynamic Advisor Solutions LLC | 6,178 | $3.21M | 0.10% | −56−0.9% | Reduced |
| Signature Estate & Investment Advisors LLC | 6,215 | $3.23M | 0.07% | −1,880−23.2% | Reduced |
| TrinityPoint Wealth, LLC | 6,228 | $3.24M | 0.47% | −7−0.1% | Reduced |
| Timber Creek Capital Management LLC | 6,243 | $3.25M | 0.91% | +99+1.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,268 | $3.26M | 0.06% | +2,488+65.8% | Added |
| Bailard, Inc. | 6,286 | $3.27M | 0.09% | +129+2.1% | Added |
| Trivant Custom Portfolio Group, LLC | 6,318 | $3.29M | 1.90% | +28+0.4% | Added |
| Lester Murray Antman dba SimplyRich | 6,336 | $3.29M | 0.92% | +224+3.7% | Added |
| RDA Financial Network | 6,352 | $3.30M | 1.02% | −121−1.9% | Reduced |
| Hohimer Wealth Management, LLC | 6,358 | $3.31M | 0.71% | −30.0% | Reduced |
| Edmp, Inc. | 6,362 | $3.31M | 2.72% | −89−1.4% | Reduced |
| First Hawaiian Bank | 6,371 | $3.31M | 0.11% | −704−10.0% | Reduced |
| Plato Investment Management Ltd | 6,390 | $3.32M | 0.27% | +392+6.5% | Added |
| Princeton Global Asset Management LLC | 6,387 | $3.32M | 0.65% | −127−1.9% | Reduced |
| Jones Financial Companies LLLP | 6,375 | $3.34M | 0.00% | +3,673+135.9% | Added |
| Second Half Financial Partners, LLC | 6,462 | $3.36M | 1.78% | +6,462 | New |
| FJ Capital Management LLC | 6,472 | $3.37M | 0.35% | +2,786+75.6% | Added |
| Family Legacy, Inc. | 6,599 | $3.43M | 1.14% | +127+2.0% | Added |
| James Investment Research Inc | 6,603 | $3.43M | 0.40% | −9−0.1% | Reduced |
| Atlantic Union Bankshares Corp | 6,664 | $3.47M | 0.20% | −589−8.1% | Reduced |
| Sequoia Financial Advisors, LLC | 6,665 | $3.47M | 0.04% | +337+5.3% | Added |
| Chemistry Wealth Management LLC | 6,793 | $3.53M | 0.85% | +261+4.0% | Added |
| Voya Financial Advisors, Inc. | 6,763 | $3.54M | 0.38% | +72+1.1% | Added |
| Earnest Partners LLC | 6,822 | $3.55M | 0.02% | −98−1.4% | Reduced |
| GLOBALT Investments LLC | 6,857 | $3.57M | 0.13% | +40+0.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,866 | $3.57M | 0.25% | −630−8.4% | Reduced |
| Bull Street Advisors, LLC | 6,901 | $3.59M | 1.67% | −25−0.4% | Reduced |
| Strategy Asset Managers LLC | 6,943 | $3.61M | 0.69% | −2,020−22.5% | Reduced |
| Coastline Trust Co | 6,961 | $3.62M | 0.43% | −109−1.5% | Reduced |
| Resources Investment Advisors, LLC. | 7,028 | $3.65M | 0.04% | +941+15.5% | Added |
| Greenleaf Trust | 7,053 | $3.67M | 0.03% | −88−1.2% | Reduced |
| Channing Global Advisors, LLC | 7,164 | $3.73M | 3.14% | +3,258+83.4% | Added |
| Round Rock Advisors, LLC | 7,209 | $3.74M | 0.87% | 00.0% | Unchanged |
| Garrison Bradford & Associates Inc | 7,267 | $3.78M | 3.75% | +135+1.9% | Added |
| Family Management Corp | 7,326 | $3.81M | 0.63% | −1,237−14.4% | Reduced |
| Burney Co | 7,338 | $3.82M | 0.14% | −1,320−15.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,350 | $3.82M | 0.09% | −46−0.6% | Reduced |
| Tower Research Capital LLC (TRC) | 7,455 | $3.88M | 0.10% | −1,813−19.6% | Reduced |
| Centiva Capital, LP | 7,461 | $3.88M | 0.18% | +4,089+121.3% | Added |
| United Capital Financial Advisers, LLC | 7,475 | $3.89M | 0.03% | −236−3.1% | Reduced |
| CWM, LLC | 7,545 | $3.92M | 0.02% | −888−10.5% | Reduced |
| Stanley-Laman Group, Ltd. | 7,560 | $3.93M | 0.55% | −266−3.4% | Reduced |
| Savant Capital, LLC | 7,616 | $3.96M | 0.03% | +1,331+21.2% | Added |
| Beacon Pointe Advisors, LLC | 7,626 | $3.97M | 0.05% | −131−1.7% | Reduced |
| Tandem Capital Management Corp | 7,681 | $3.99M | 2.10% | −230−2.9% | Reduced |
| Oppenheimer Asset Management Inc. | 7,698 | $4.00M | 0.05% | +118+1.6% | Added |
| Wetherby Asset Management Inc | 7,724 | $4.02M | 0.18% | −333−4.1% | Reduced |
| Icon Advisers Inc | 7,800 | $4.06M | 0.85% | −1,900−19.6% | Reduced |
| HRT Financial LP | 7,883 | $4.10M | 0.02% | +7,381+1,470.3% | Added |
| LMR Partners LLP | 7,942 | $4.13M | 0.09% | −9,483−54.4% | Reduced |
| Liberty One Investment Management, LLC | 7,983 | $4.15M | 0.42% | +439+5.8% | Added |
| Radnor Capital Management, LLC | 7,990 | $4.16M | 0.62% | +330+4.3% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $4.16M | 0.90% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 8,181 | $4.25M | 0.37% | −1,050−11.4% | Reduced |
| Synovus Financial Corp | 8,211 | $4.27M | 0.05% | +40+0.5% | Added |
| Axiom Advisory, LLC | 8,000 | $4.27M | 0.04% | +125+1.6% | Added |
| Benedict Financial Advisors Inc | 8,250 | $4.29M | 1.01% | −32−0.4% | Reduced |
| Advisors Asset Management, Inc. | 8,377 | $4.36M | 0.08% | +3,054+57.4% | Added |
| Mediolanum International Funds Ltd | 8,328 | $4.36M | 0.06% | +3,007+56.5% | Added |
| BKD Wealth Advisors, LLC | 8,441 | $4.39M | 0.10% | +109+1.3% | Added |
| LGT Fund Management Co Ltd. | 8,706 | $4.40M | 0.46% | −275−3.1% | Reduced |
| Vinva Investment Management Ltd | 8,429 | $4.42M | 0.19% | −36−0.4% | Reduced |
| Tocqueville Asset Management L.P. | 8,501 | $4.42M | 0.07% | −185−2.1% | Reduced |
| Independent Advisor Alliance | 8,501 | $4.42M | 0.16% | −512−5.7% | Reduced |
| AustralianSuper Pty Ltd | 8,505 | $4.42M | 0.02% | +607+7.7% | Added |
| NEOS Investment Management LLC | 8,700 | $4.52M | 0.14% | +1,624+23.0% | Added |
| TownSquare Capital, LLC | 8,727 | $4.54M | 0.05% | +517+6.3% | Added |
| Kestra Private Wealth Services, LLC | 8,742 | $4.55M | 0.08% | +164+1.9% | Added |
| Simplify Asset Management Inc. | 8,762 | $4.56M | 0.31% | +3,526+67.3% | Added |
| Clearstead Advisors, LLC | 8,763 | $4.56M | 0.07% | −95−1.1% | Reduced |
| Alberta Investment Management Corp | 8,803 | $4.58M | 0.04% | +3,503+66.1% | Added |
| Agf Management Ltd | 8,858 | $4.61M | 0.02% | +2,114+31.3% | Added |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 8,861 | $4.61M | 1.12% | −2,870−24.5% | Reduced |
| Tiaa Trust, National Association | 8,963 | $4.66M | 0.01% | +81+0.9% | Added |
| Everence Capital Management Inc | 9,010 | $4.68M | 0.30% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 9,114 | $4.74M | 0.50% | +4,707+106.8% | Added |
| Park Avenue Securities LLC | 9,302 | $4.84M | 0.05% | +164+1.8% | Added |
| Empirical Finance, LLC | 9,327 | $4.85M | 0.28% | +180+2.0% | Added |
| Beverly Hills Private Wealth, LLC | 9,338 | $4.86M | 0.98% | +1,895+25.5% | Added |
| E. Ohman J:or Asset Management AB | 9,400 | $4.89M | 0.12% | −580−5.8% | Reduced |
| Magnetar Financial LLC | 9,446 | $4.91M | 0.11% | +1,638+21.0% | Added |
| Peapack Gladstone Financial Corp | 9,687 | $5.04M | 0.07% | −434−4.3% | Reduced |
| Asio Capital, LLC | 9,689 | $5.04M | 0.96% | +229+2.4% | Added |
| Norinchukin Bank, The | 9,762 | $5.08M | 0.12% | +1,456+17.5% | Added |
| Toth Financial Advisory Corp | 9,835 | $5.11M | 0.60% | +1,296+15.2% | Added |
| Qsemble Capital Management, LP | 9,976 | $5.19M | 0.95% | +9,976 | New |