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 |
|---|---|---|---|---|---|
| Vident Advisory, LLC | 9,981 | $5.19M | 0.13% | +7,357+280.4% | Added |
| Rheos Capital Works Inc. | 10,000 | $5.20M | 0.27% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 10,032 | $5.22M | 0.03% | +1,100+12.3% | Added |
| Winmill & Co. Inc | 10,040 | $5.22M | 1.76% | 00.0% | Unchanged |
| Van Eck Associates Corp | 12,782 | $5.31M | 0.01% | +507+4.1% | Added |
| Bokf, NA | 10,671 | $5.32M | 0.09% | −265−2.4% | Reduced |
| Globeflex Capital L P | 10,227 | $5.32M | 0.51% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 10,279 | $5.35M | 0.40% | +10,279 | New |
| Level Four Advisory Services, LLC | 13,213 | $5.36M | 0.23% | +1,428+12.1% | Added |
| Veriti Management LLC | 10,313 | $5.36M | 0.29% | +530+5.4% | Added |
| BDF-Gestion | 10,773 | $5.39M | 0.89% | 00.0% | Unchanged |
| Impact Asset Management GmbH | 10,370 | $5.39M | 2.07% | +10,370 | New |
| Ieq Capital, LLC | 10,394 | $5.40M | 0.07% | +607+6.2% | Added |
| Mill Capital Management, LLC | 10,408 | $5.41M | 0.42% | −50−0.5% | Reduced |
| Stratos Wealth Partners, LTD. | 10,409 | $5.41M | 0.08% | −1,334−11.4% | Reduced |
| Oxbow Advisors, LLC | 10,426 | $5.42M | 0.54% | +54+0.5% | Added |
| Te Ahumairangi Investment Management Ltd | 10,508 | $5.43M | 0.96% | +2,983+39.6% | Added |
| Toroso Investments, LLC | 10,485 | $5.45M | 0.06% | +3,956+60.6% | Added |
| Palmer Knight Co | 10,504 | $5.46M | 2.40% | +49+0.5% | Added |
| Rench Wealth Management, Inc. | 10,551 | $5.49M | 1.88% | +793+8.1% | Added |
| Kempen Capital Management N.V. | 10,678 | $5.55M | 0.06% | −70−0.7% | Reduced |
| Buffington Mohr McNeal | 10,684 | $5.56M | 0.91% | +734+7.4% | Added |
| Kingswood Wealth Advisors, LLC | 10,733 | $5.58M | 0.40% | −93−0.9% | Reduced |
| Groupama Asset Managment | 13,440 | $5.61M | 0.15% | +6,419+91.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 10,800 | $5.62M | 0.01% | −39,200−78.4% | Reduced |
| Shell Asset Management Co | 10,817 | $5.63M | 0.25% | +10,817 | New |
| Longbow Finance SA | 10,962 | $5.70M | 0.61% | −2,864−20.7% | Reduced |
| Ostrum Asset Management | 11,154 | $5.80M | 0.48% | −210−1.8% | Reduced |
| New Mexico Educational Retirement Board | 11,346 | $5.90M | 0.20% | −500−4.2% | Reduced |
| Kennedy Capital Management, Inc. | 11,422 | $5.94M | 0.13% | +531+4.9% | Added |
| Logan Capital Management Inc | 11,426 | $5.94M | 0.24% | −805−6.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 11,434 | $5.95M | 0.22% | −991−8.0% | Reduced |
| Argent Trust Co | 11,455 | $5.96M | 0.25% | +811+7.6% | Added |
| Meritage Portfolio Management | 11,516 | $5.99M | 0.37% | −269−2.3% | Reduced |
| Keybank National Association | 11,580 | $6.02M | 0.02% | −103−0.9% | Reduced |
| Bamco Inc | 11,600 | $6.03M | 0.02% | 00.0% | Unchanged |
| Van Den Berg Management I, Inc | 11,604 | $6.03M | 1.75% | −144−1.2% | Reduced |
| Private Advisor Group, LLC | 11,813 | $6.14M | 0.04% | −1,290−9.8% | Reduced |
| Quantinno Capital Management LP | 11,889 | $6.18M | 0.08% | +2,461+26.1% | Added |
| Cornerstone Advisors, LLC | 11,900 | $6.19M | 0.24% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 11,910 | $6.19M | 0.40% | +11,450+2,489.1% | Added |
| Metis Global Partners, LLC | 12,064 | $6.27M | 0.20% | +992+9.0% | Added |
| Boston Common Asset Management, LLC | 12,089 | $6.29M | 0.16% | +12,089 | New |
| Westbourne Investment Advisors, Inc. | 12,130 | $6.31M | 2.20% | +159+1.3% | Added |
| Assetmark, Inc | 12,135 | $6.31M | 0.02% | +220+1.8% | Added |
| BNP Paribas | 12,150 | $6.32M | 0.26% | −194−1.6% | Reduced |
| Parus Finance (UK) Ltd | 12,376 | $6.44M | 2.07% | −3,860−23.8% | Reduced |
| Leuthold Group, LLC | 12,700 | $6.60M | 0.73% | −846−6.2% | Reduced |
| Pacific Capital Partners Ltd | 12,750 | $6.63M | 3.88% | −375−2.9% | Reduced |
| Securian Asset Management, Inc | 12,803 | $6.66M | 0.19% | −561−4.2% | Reduced |
| Louisiana State Employees Retirement System | 13,100 | $6.81M | 0.13% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 13,137 | $6.83M | 0.07% | +1,288+10.9% | Added |
| Orion Portfolio Solutions, LLC | 13,137 | $6.83M | 0.07% | +1,288+10.9% | Added |
| Atom Investors LP | 13,170 | $6.85M | 0.72% | +10,940+490.6% | Added |
| University of Texas/Texas Am Investment Managment Co | 13,203 | $6.87M | 1.12% | +3,074+30.3% | Added |
| KCM Investment Advisors LLC | 13,244 | $6.89M | 0.23% | −27−0.2% | Reduced |
| Rakuten Investment Management, Inc. | 13,149 | $6.89M | 0.04% | +3,250+32.8% | Added |
| Wealthfront Advisers LLC | 13,314 | $6.92M | 0.02% | −941−6.6% | Reduced |
| Maryland State Retirement & Pension System | 13,410 | $6.97M | 0.15% | −4,715−26.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 13,588 | $7.07M | 1.59% | −55−0.4% | Reduced |
| River Wealth Advisors LLC | 13,927 | $7.24M | 0.97% | −90−0.6% | Reduced |
| Eagle Rock Investment Company, LLC | 14,069 | $7.32M | 1.23% | +2,826+25.1% | Added |
| Siemens Fonds Invest GmbH | 15,150 | $7.44M | 0.59% | −102−0.7% | Reduced |
| MAI Capital Management | 14,415 | $7.50M | 0.07% | −809−5.3% | Reduced |
| GHP Investment Advisors, Inc. | 14,588 | $7.59M | 0.35% | +60.0% | Added |
| Hartford Investment Management Co | 14,595 | $7.59M | 0.25% | −314−2.1% | Reduced |
| GWM Advisors LLC | 14,656 | $7.62M | 0.05% | +292+2.0% | Added |
| Mizuho Securities USA LLC | 15,037 | $7.82M | 0.17% | −2,885−16.1% | Reduced |
| Vontobel Holding Ltd. | 15,099 | $7.85M | 0.03% | −558−3.6% | Reduced |
| Vestcor Inc | 15,147 | $7.88M | 0.25% | +13+0.1% | Added |
| Banque Cantonale Vaudoise | 15,384 | $8.00M | 0.33% | +3,788+32.7% | Added |
| Blair William & Co | 15,636 | $8.13M | 0.02% | +880+6.0% | Added |
| HB Wealth Management, LLC | 15,670 | $8.15M | 0.09% | +1,265+8.8% | Added |
| GAM Holding AG | 15,741 | $8.19M | 0.65% | +121+0.8% | Added |
| Mitchell Capital Management Co | 15,829 | $8.23M | 1.44% | +3,192+25.3% | Added |
| Principal Securities, Inc. | 15,899 | $8.27M | 0.20% | +2,369+17.5% | Added |
| Northwest & Ethical Investments L.P. | 15,977 | $8.31M | 0.22% | −1,149−6.7% | Reduced |
| Sandy Spring Bank | 16,020 | $8.33M | 0.34% | −747−4.5% | Reduced |
| Chiron Investment Management, LLC | 16,121 | $8.38M | 2.95% | −6,255−28.0% | Reduced |
| Kentucky Retirement Systems | 16,154 | $8.40M | 0.25% | −1,360−7.8% | Reduced |
| Evergreen Capital Management LLC | 16,178 | $8.41M | 0.28% | +14,812+1,084.3% | Added |
| CIBC World Markets Inc. | 16,229 | $8.44M | 0.02% | +694+4.5% | Added |
| Allianz SE | 16,259 | $8.45M | 0.23% | +1,801+12.5% | Added |
| TD Waterhouse Canada Inc. | 16,570 | $8.47M | 0.07% | +1,110+7.2% | Added |
| Two Sigma Advisers, LP | 16,600 | $8.63M | 0.02% | +16,600 | New |
| Sienna Gestion | 16,819 | $8.72M | 0.58% | +3,825+29.4% | Added |
| Summit Street Capital Management, LLC | 16,941 | $8.81M | 3.14% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 17,028 | $8.85M | 0.28% | +17,028 | New |
| Moran Wealth Management, LLC | 17,063 | $8.87M | 0.27% | +365+2.2% | Added |
| Ninety One SA (PTY) Ltd | 17,228 | $8.96M | 1.96% | −13,789−44.5% | Reduced |
| Kingsview Wealth Management, LLC | 17,251 | $8.97M | 0.19% | +650+3.9% | Added |
| J. Safra Sarasin Holding AG | 17,310 | $9.00M | 0.16% | +14,370+488.8% | Added |
| Avantax Advisory Services, Inc. | 17,898 | $9.31M | 0.06% | +1,576+9.7% | Added |
| SG Americas Securities, LLC | 17,942 | $9.33M | 0.04% | −11,759−39.6% | Reduced |
| Dana Investment Advisors, Inc. | 17,943 | $9.33M | 0.31% | −5,037−21.9% | Reduced |
| Banque Pictet & Cie SA | 18,087 | $9.41M | 0.09% | +434+2.5% | Added |
| Gulf International Bank (UK) Ltd | 18,164 | $9.45M | 0.24% | −801−4.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 18,576 | $9.66M | 0.08% | +11,776+173.2% | Added |
| Verdence Capital Advisors LLC | 18,661 | $9.70M | 0.77% | +2,039+12.3% | Added |
| Ethic Inc. | 18,928 | $9.82M | 0.25% | −6,118−24.4% | Reduced |