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 |
|---|---|---|---|---|---|
| Chartwell Investment Partners, LLC | 18,893 | $9.82M | 0.34% | −4,696−19.9% | Reduced |
| Greatmark Investment Partners, Inc. | 19,250 | $10.0M | 1.36% | +181+0.9% | Added |
| Greystone Financial Group, LLC | 19,374 | $10.1M | 1.80% | +2,674+16.0% | Added |
| Baird Financial Group, Inc. | 19,381 | $10.1M | 0.02% | +1,299+7.2% | Added |
| Steward Partners Investment Advisory, LLC | 19,386 | $10.1M | 0.09% | +893+4.8% | Added |
| Cumberland Partners Ltd | 19,396 | $10.1M | 0.70% | +155+0.8% | Added |
| Eversept Partners, LP | 19,465 | $10.1M | 0.78% | +4,808+32.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 19,540 | $10.2M | 0.26% | −2,545−11.5% | Reduced |
| Atria Investments LLC | 19,548 | $10.2M | 0.13% | −1,421−6.8% | Reduced |
| Diversified Trust Co | 19,851 | $10.3M | 0.26% | −52−0.3% | Reduced |
| Oregon Public Employees Retirement Fund | 19,869 | $10.3M | 0.19% | −90−0.5% | Reduced |
| LMCG Investments, LLC | 19,998 | $10.4M | 0.63% | −13−0.1% | Reduced |
| Verition Fund Management LLC | 20,081 | $10.4M | 0.07% | +13,838+221.7% | Added |
| Guggenheim Capital LLC | 20,346 | $10.6M | 0.07% | −3,103−13.2% | Reduced |
| Jump Financial, LLC | 20,360 | $10.6M | 0.22% | +20,360 | New |
| Wealth Enhancement Advisory Services, LLC | 20,427 | $10.6M | 0.02% | +6,098+42.6% | Added |
| Great Lakes Advisors, LLC | 20,804 | $10.8M | 0.09% | +1,811+9.5% | Added |
| Stephens Inc | 20,878 | $10.9M | 0.15% | +756+3.8% | Added |
| Scotia Capital Inc. | 20,908 | $10.9M | 0.06% | +796+4.0% | Added |
| Oddo BHF Asset Management SAS | 20,928 | $10.9M | 0.54% | +20,928 | New |
| Executive Wealth Management, LLC | 20,963 | $10.9M | 0.85% | +20,963 | New |
| Hardman Johnston Global Advisors LLC | 21,158 | $11.0M | 0.43% | +18+0.1% | Added |
| Geneos Wealth Management Inc. | 21,469 | $11.2M | 0.43% | +782+3.8% | Added |
| National Philanthropic Trust | 21,494 | $11.2M | 0.20% | −68−0.3% | Reduced |
| Capital Analysts, LLC | 21,613 | $11.2M | 0.46% | +100.0% | Added |
| ProVise Management Group, LLC | 21,808 | $11.3M | 0.90% | +606+2.9% | Added |
| Fifth Third Bancorp | 21,961 | $11.4M | 0.04% | −1,065−4.6% | Reduced |
| Elo Mutual Pension Insurance Co | 22,090 | $11.5M | 0.25% | +1,165+5.6% | Added |
| Colony Group, LLC | 22,425 | $11.7M | 0.04% | +2,356+11.7% | Added |
| Cullen/Frost Bankers, Inc. | 22,427 | $11.7M | 0.16% | +1,894+9.2% | Added |
| Crossmark Global Holdings, Inc. | 22,484 | $11.7M | 0.21% | −16,261−42.0% | Reduced |
| BlackBarn Capital Partners LP | 22,500 | $11.7M | 5.08% | +4,500+25.0% | Added |
| Punch & Associates Investment Management, Inc. | 22,577 | $11.7M | 0.65% | −264−1.2% | Reduced |
| Quadrature Capital Ltd | 22,614 | $11.8M | 0.27% | +8,182+56.7% | Added |
| First Citizens Bank & Trust Co | 22,823 | $11.9M | 0.26% | −1,076−4.5% | Reduced |
| Rafferty Asset Management, LLC | 23,520 | $12.2M | 0.04% | −1,752−6.9% | Reduced |
| Modera Wealth Management, LLC | 23,865 | $12.4M | 0.16% | −79−0.3% | Reduced |
| Unison Asset Management LLC | 24,031 | $12.5M | 5.94% | −38−0.2% | Reduced |
| Investment Management Corp of Ontario | 24,441 | $12.7M | 0.28% | +2,500+11.4% | Added |
| Pacer Advisors, Inc. | 24,588 | $12.8M | 0.03% | +7,641+45.1% | Added |
| Calamos Advisors LLC | 24,643 | $12.8M | 0.06% | +299+1.2% | Added |
| Guardian Point Capital, LP | 25,000 | $13.0M | 5.80% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 25,305 | $13.2M | 0.05% | +1,435+6.0% | Added |
| South Dakota Investment Council | 25,351 | $13.2M | 0.26% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 25,501 | $13.3M | 0.10% | +14,497+131.7% | Added |
| Kovitz Investment Group Partners, LLC | 28,751 | $13.4M | 0.10% | +14,947+108.3% | Added |
| Jefferies Financial Group Inc. | 25,839 | $13.4M | 0.22% | +7,416+40.3% | Added |
| Barlow Wealth Partners, Inc. | 27,355 | $13.5M | 1.76% | +369+1.4% | Added |
| Sector Gamma AS | 26,279 | $13.7M | 4.15% | +2,000+8.2% | Added |
| National Bank of Canada | 26,447 | $13.8M | 0.02% | −1,374−4.9% | Reduced |
| Gotham Asset Management, LLC | 26,653 | $13.9M | 0.14% | +14,840+125.6% | Added |
| Unisphere Establishment | 26,800 | $13.9M | 0.13% | +4,600+20.7% | Added |
| Intech Investment Management LLC | 27,070 | $14.1M | 0.16% | +10,915+67.6% | Added |
| Pinebridge Investments, L.P. | 27,483 | $14.3M | 0.11% | +156+0.6% | Added |
| Summit Global Investments | 27,516 | $14.3M | 0.91% | +505+1.9% | Added |
| Firetrail Investments Pty Ltd | 27,635 | $14.4M | 4.14% | −2,265−7.6% | Reduced |
| Lawson Kroeker Investment Management Inc | 27,716 | $14.4M | 2.63% | +433+1.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 27,836 | $14.5M | 0.78% | +8,754+45.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 28,010 | $14.6M | 0.16% | +1,175+4.4% | Added |
| Lowe Brockenbrough & Co Inc | 28,084 | $14.6M | 0.93% | −2,655−8.6% | Reduced |
| North Growth Management Ltd. | 28,000 | $14.6M | 2.73% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 28,511 | $14.8M | 0.09% | +193+0.7% | Added |
| JustInvest LLC | 28,631 | $14.9M | 0.24% | +1,894+7.1% | Added |
| First American Trust, FSB | 28,960 | $15.1M | 1.49% | −2,150−6.9% | Reduced |
| Daiwa Securities Group Inc. | 29,101 | $15.1M | 0.07% | +1,391+5.0% | Added |
| Foundations Investment Advisors, LLC | 29,137 | $15.2M | 0.32% | +3,893+15.4% | Added |
| Swiss Life Asset Management Ltd | 29,208 | $15.2M | 0.17% | +2,437+9.1% | Added |
| Washington Trust Bank | 29,347 | $15.3M | 1.46% | −806−2.7% | Reduced |
| Soleus Capital Management, L.P. | 29,650 | $15.4M | 1.28% | +29,650 | New |
| Edmond de Rothschild Holding S.A. | 29,800 | $15.5M | 0.25% | +2,445+8.9% | Added |
| O'Shaughnessy Asset Management, LLC | 30,818 | $15.7M | 0.14% | −8,835−22.3% | Reduced |
| Mutual of America Capital Management LLC | 30,174 | $15.7M | 0.17% | −1,726−5.4% | Reduced |
| Gabelli Funds LLC | 30,300 | $15.8M | 0.11% | 00.0% | Unchanged |
| Creative Planning | 30,334 | $15.8M | 0.02% | −822−2.6% | Reduced |
| Susquehanna International Group, LLP | 30,432 | $15.8M | 0.03% | −38,898−56.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 30,594 | $15.9M | 0.05% | −762−2.4% | Reduced |
| Smith, Salley & Associates | 31,085 | $16.2M | 1.06% | +815+2.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 31,251 | $16.3M | 0.06% | −1,216−3.7% | Reduced |
| ProShare Advisors LLC | 31,275 | $16.3M | 0.04% | −2,514−7.4% | Reduced |
| Aptus Capital Advisors, LLC | 31,293 | $16.3M | 0.25% | +28,756+1,133.5% | Added |
| Tamar Securities, LLC | 31,372 | $16.3M | 2.29% | +3,842+14.0% | Added |
| CIBC World Markets Corp | 31,535 | $16.4M | 0.12% | +1,554+5.2% | Added |
| T. Rowe Price Investment Management, Inc. | 31,659 | $16.5M | 0.01% | +10,448+49.3% | Added |
| M&T Bank Corp | 31,782 | $16.5M | 0.05% | −30,707−49.1% | Reduced |
| Varma Mutual Pension Insurance Co | 40,882 | $16.6M | 0.13% | −4,600−10.1% | Reduced |
| Kames Capital plc | 32,030 | $16.7M | 0.23% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 32,188 | $16.7M | 0.07% | −60.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 32,249 | $16.8M | 0.51% | +355+1.1% | Added |
| Clough Capital Partners L P | 32,284 | $16.8M | 1.72% | +6,375+24.6% | Added |
| Huntington National Bank | 32,492 | $16.9M | 0.12% | −4,816−12.9% | Reduced |
| FineMark National Bank & Trust | 32,814 | $17.1M | 0.59% | −150−0.5% | Reduced |
| CIBC Asset Management Inc | 34,012 | $17.7M | 0.06% | +2,541+8.1% | Added |
| Kestra Advisory Services, LLC | 34,214 | $17.8M | 0.10% | −192−0.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 34,226 | $17.8M | 0.02% | +25,828+307.5% | Added |
| New York Life Investment Management LLC | 34,923 | $18.2M | 0.18% | −1,098−3.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 34,882 | $18.3M | 0.08% | +2,176+6.7% | Added |
| Whittier Trust Co of Nevada Inc | 35,360 | $18.4M | 0.47% | −2,218−5.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 36,824 | $19.1M | 0.04% | −1,199−3.2% | Reduced |
| Auxier Asset Management | 37,215 | $19.4M | 2.86% | +100.0% | Added |
| Hallmark Capital Management Inc | 37,503 | $19.5M | 1.44% | +52+0.1% | Added |