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 |
|---|---|---|---|---|---|
| Perpetual Ltd | 271,302 | $141.1M | 1.53% | −68,171−20.1% | Reduced |
| Raymond James & Associates | 271,927 | $141.4M | 0.09% | +3,366+1.3% | Added |
| Principal Financial Group Inc | 272,649 | $141.8M | 0.08% | +11,646+4.5% | Added |
| KBC Group NV | 275,555 | $143.3M | 0.43% | −22,057−7.4% | Reduced |
| Vulcan Value Partners, LLC | 279,285 | $145.2M | 2.43% | −65,653−19.0% | Reduced |
| Sterling Capital Management LLC | 298,976 | $155.5M | 2.01% | +298,976 | New |
| Thrivent Financial for Lutherans | 306,829 | $159.6M | 0.30% | −6,912−2.2% | Reduced |
| Omers Administration Corp | 308,843 | $160.6M | 1.48% | −71,042−18.7% | Reduced |
| Carmignac Gestion | 314,576 | $163.6M | 2.73% | +192,150+157.0% | Added |
| Maj Invest Holding A/S | 316,260 | $164.5M | 4.36% | −4,399−1.4% | Reduced |
| Holocene Advisors, LP | 317,979 | $165.3M | 0.67% | +40,778+14.7% | Added |
| New York State Common Retirement Fund | 328,030 | $170.6M | 0.23% | −25,300−7.2% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 335,777 | $174.6M | 3.38% | +57,283+20.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 340,481 | $177.1M | 0.19% | +28,696+9.2% | Added |
| Prudential Financial Inc | 342,375 | $178.0M | 0.25% | −10,083−2.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 342,520 | $178.1M | 0.41% | −66,617−16.3% | Reduced |
| Yacktman Asset Management LP | 343,138 | $178.4M | 1.83% | −28,717−7.7% | Reduced |
| Canoe Financial LP | 341,724 | $179.0M | 4.30% | +9,024+2.7% | Added |
| DekaBank Deutsche Girozentrale | 343,263 | $179.2M | 0.33% | −923−0.3% | Reduced |
| AQR Capital Management LLC | 350,244 | $180.9M | 0.25% | +95,681+37.6% | Added |
| Great West Life Assurance Co | 348,279 | $181.4M | 0.32% | +26,258+8.2% | Added |
| Bank of Montreal | 351,408 | $184.1M | 0.09% | +5,269+1.5% | Added |
| Standard Life Aberdeen plc | 360,134 | $186.5M | 0.34% | +87,717+32.2% | Added |
| Findlay Park Partners LLP | 362,851 | $188.7M | 1.78% | +70,700+24.2% | Added |
| California State Teachers Retirement System | 373,040 | $194.0M | 0.23% | −2,574−0.7% | Reduced |
| Close Asset Management Ltd | 373,547 | $194.2M | 5.97% | +4,214+1.1% | Added |
| Wells Fargo & Company | 380,370 | $197.8M | 0.05% | +10,290+2.8% | Added |
| International Assets Investment Management, LLC | 532,638 | $200.6M | 0.92% | +532,016+85,533.1% | Added |
| Boston Partners | 386,431 | $200.7M | 0.24% | −1,271−0.3% | Reduced |
| Janus Henderson Group PLC | 386,404 | $200.9M | 0.10% | −1,731−0.4% | Reduced |
| Canada Pension Plan Investment Board | 386,494 | $201.0M | 0.19% | −64,276−14.3% | Reduced |
| Bessemer Group Inc | 390,535 | $203.1M | 0.33% | +5,654+1.5% | Added |
| CIBC Private Wealth Group, LLC | 393,824 | $204.8M | 0.37% | −12,382−3.0% | Reduced |
| Brown Advisory Inc | 399,258 | $207.6M | 0.26% | −2,876−0.7% | Reduced |
| M&G Plc | 473,088 | $246.0M | 1.26% | +67,774+16.7% | Added |
| National Pension Service | 474,072 | $246.5M | 0.24% | +59,779+14.4% | Added |
| Rhumbline Advisers | 479,768 | $249.5M | 0.23% | −14,468−2.9% | Reduced |
| Focused Investors LLC | 501,600 | $260.8M | 7.92% | +33,500+7.2% | Added |
| Russell Investments Group, Ltd. | 506,182 | $263.4M | 0.38% | −79,024−13.5% | Reduced |
| Aviva PLC | 518,101 | $269.4M | 0.70% | +7,146+1.4% | Added |
| Allianz Asset Management GmbH | 536,181 | $278.8M | 0.43% | +119,539+28.7% | Added |
| Jacobs Levy Equity Management, Inc | 556,352 | $289.3M | 1.12% | +155,448+38.8% | Added |
| Envestnet Asset Management Inc | 575,955 | $299.5M | 0.10% | +21,365+3.9% | Added |
| Caisse de Depot Et Placement du Quebec | 596,019 | $309.9M | 0.62% | −22,059−3.6% | Reduced |
| FIL Ltd | 599,799 | $311.9M | 0.28% | +4,394+0.7% | Added |
| Barclays PLC | 621,084 | $323.0M | 0.14% | −368,538−37.2% | Reduced |
| 1832 Asset Management L.P. | 687,789 | $357.7M | 0.60% | +72,051+11.7% | Added |
| Swiss National Bank | 689,800 | $358.7M | 0.23% | +900+0.1% | Added |
| Royal Bank of Canada | 693,107 | $360.4M | 0.08% | +70,700+11.4% | Added |
| Neuberger Berman Group LLC | 701,306 | $364.8M | 0.28% | −217,883−23.7% | Reduced |
| Stifel Financial Corp | 713,027 | $370.8M | 0.39% | +538,978+309.7% | Added |
| HSBC Holdings PLC | 728,068 | $378.1M | 0.24% | −157,886−17.8% | Reduced |
| Ninety One UK Ltd | 732,494 | $380.9M | 1.02% | −137,098−15.8% | Reduced |
| Voya Investment Management LLC | 785,223 | $408.0M | 0.42% | −469,134−37.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 790,440 | $411.0M | 0.35% | −143,695−15.4% | Reduced |
| California Public Employees Retirement System | 793,915 | $412.8M | 0.29% | +142,605+21.9% | Added |
| UBS Group AG | 818,440 | $425.6M | 0.12% | +94,992+13.1% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 850,640 | $442.3M | 1.45% | −382,829−31.0% | Reduced |
| First Trust Advisors LP | 852,407 | $443.3M | 0.42% | +45,137+5.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 856,589 | $445.4M | 0.31% | +49,755+6.2% | Added |
| Deutsche Bank AG | 893,412 | $464.6M | 0.19% | +68,060+8.2% | Added |
| Orbis Allan Gray Ltd | 904,897 | $470.5M | 2.49% | −19,892−2.2% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 1,004,533 | $522.4M | 8.17% | −19,538−1.9% | Reduced |
| Veritas Asset Management LLP | 1,097,778 | $570.8M | 4.22% | −39,284−3.5% | Reduced |
| Newport Trust Co | 1,128,406 | $586.8M | 1.42% | −17,362−1.5% | Reduced |
| Franklin Resources Inc | 1,212,839 | $617.4M | 0.17% | +168,220+16.1% | Added |
| Nordea Investment Management AB | 1,232,238 | $640.2M | 0.73% | −105,950−7.9% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 1,243,001 | $646.4M | 2.15% | −70,578−5.4% | Reduced |
| Amundi | 1,332,508 | $652.2M | 0.24% | −60,870−4.4% | Reduced |
| EdgePoint Investment Group Inc. | 1,312,692 | $682.6M | 5.38% | +45,720+3.6% | Added |
| Eagle Capital Management LLC | 1,600,230 | $832.1M | 3.09% | −8,286−0.5% | Reduced |
| Bank of New York Mellon Corp | 1,609,444 | $836.9M | 0.16% | −56,143−3.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,611,242 | $837.8M | 0.16% | +17,536+1.1% | Added |
| Brave Warrior Advisors, LLC | 1,641,413 | $853.5M | 17.71% | +8,286+0.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,684,658 | $876.0M | 2.75% | +334,790+24.8% | Added |
| Schroder Investment Management Group | 1,684,234 | $882.5M | 0.90% | −375,391−18.2% | Reduced |
| Dimensional Fund Advisors LP | 1,778,856 | $925.0M | 0.22% | −88,695−4.7% | Reduced |
| Legal & General Group Plc | 1,797,895 | $934.9M | 0.25% | +16,642+0.9% | Added |
| Goldman Sachs Group Inc | 1,995,522 | $1.04B | 0.20% | +83,705+4.4% | Added |
| Manufacturers Life Insurance Company, The | 2,091,969 | $1.09B | 0.95% | +159,742+8.3% | Added |
| Northern Trust Corp | 2,102,471 | $1.09B | 0.18% | −135,192−6.0% | Reduced |
| UBS Asset Management Americas Inc | 2,152,613 | $1.12B | 0.29% | +31,740+1.5% | Added |
| Bank of America Corp | 2,179,754 | $1.13B | 0.10% | +65,159+3.1% | Added |
| First Eagle Investment Management, LLC | 2,185,727 | $1.14B | 2.34% | +127,444+6.2% | Added |
| Invesco Ltd. | 2,381,808 | $1.24B | 0.24% | +551,585+30.1% | Added |
| Massachusetts Financial Services Co | 2,397,258 | $1.25B | 0.37% | +334,552+16.2% | Added |
| Artisan Partners Limited Partnership | 2,438,747 | $1.27B | 1.90% | +77,819+3.3% | Added |
| Alliancebernstein L.P. | 2,506,570 | $1.30B | 0.44% | −249,394−9.0% | Reduced |
| JPMorgan Chase & Co | 2,523,988 | $1.31B | 0.10% | +142,142+6.0% | Added |
| Nuveen Asset Management, LLC | 2,608,944 | $1.36B | 0.38% | −291,527−10.1% | Reduced |
| Baillie Gifford & Co | 2,769,568 | $1.44B | 1.08% | −94,714−3.3% | Reduced |
| Norges Bank | 2,976,162 | $1.55B | 0.22% | −72,058−2.4% | Reduced |
| Morgan Stanley | 3,452,767 | $1.80B | 0.13% | +225,768+7.0% | Added |
| Ameriprise Financial Inc | 3,786,806 | $1.97B | 0.51% | −4,987−0.1% | Reduced |
| Capital International Investors | 3,845,054 | $2.00B | 0.38% | +112,079+3.0% | Added |
| Wellington Management Group LLP | 4,461,585 | $2.32B | 0.41% | +286,905+6.9% | Added |
| Sanders Capital, LLC | 4,609,258 | $2.40B | 3.47% | +44,805+1.0% | Added |
| FMR LLC | 4,618,750 | $2.40B | 0.15% | −128,083−2.7% | Reduced |
| Geode Capital Management, LLC | 4,848,020 | $2.51B | 0.20% | +85,770+1.8% | Added |
| Price T Rowe Associates Inc | 10,153,925 | $5.28B | 0.61% | −1,492,601−12.8% | Reduced |