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 |
|---|---|---|---|---|---|
| Principal Financial Group Inc | 272,649 | $141.8M | 0.08% | +11,646+4.5% | Added |
| Raymond James & Associates | 271,927 | $141.4M | 0.09% | +3,366+1.3% | Added |
| Perpetual Ltd | 271,302 | $141.1M | 1.53% | −68,171−20.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 265,927 | $138.3M | 0.41% | +8,691+3.4% | Added |
| Assenagon Asset Management S.A. | 260,099 | $135.3M | 0.28% | +228,256+716.8% | Added |
| Truist Financial Corp | 259,090 | $134.7M | 0.21% | −290,984−52.9% | Reduced |
| AXA S.A. | 254,908 | $132.6M | 0.39% | +17,643+7.4% | Added |
| TD Asset Management Inc | 249,443 | $130.7M | 0.12% | −19,492−7.2% | Reduced |
| Morningstar Investment Services LLC | 247,771 | $129.8M | 1.32% | −3,566−1.4% | Reduced |
| Millennium Management LLC | 248,004 | $129.0M | 0.11% | −295,197−54.3% | Reduced |
| Citigroup Inc | 246,402 | $128.1M | 0.12% | −34,427−12.3% | Reduced |
| Locust Wood Capital Advisers, LLC | 238,445 | $124.0M | 4.34% | −60,961−20.4% | Reduced |
| State Board of Administration of Florida Retirement System | 231,069 | $120.2M | 0.23% | −3,036−1.3% | Reduced |
| Eminence Capital, LP | 231,034 | $120.1M | 1.82% | −25,098−9.8% | Reduced |
| Royal London Asset Management Ltd | 229,260 | $119.2M | 0.29% | +5,960+2.7% | Added |
| STRS Ohio | 227,757 | $118.4M | 0.46% | −2,268−1.0% | Reduced |
| Pictet Asset Management Holding SA | 224,130 | $116.5M | 0.13% | +2,264+1.0% | Added |
| Clearbridge Investments, LLC | 223,763 | $116.4M | 0.09% | −496−0.2% | Reduced |
| BNP Paribas Arbitrage, SA | 213,662 | $111.1M | 0.11% | −157,738−42.5% | Reduced |
| Clark Capital Management Group, Inc. | 211,013 | $109.7M | 0.75% | +123,638+141.5% | Added |
| Saturna Capital CORP | 209,939 | $109.2M | 1.43% | +600.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 209,859 | $109.1M | 0.27% | +9,916+5.0% | Added |
| Danske Bank A/S | 208,056 | $108.2M | 0.36% | +13,905+7.2% | Added |
| Robeco Institutional Asset Management B.V. | 208,041 | $108.2M | 0.21% | −26,790−11.4% | Reduced |
| New York State Teachers Retirement System | 206,038 | $107.1M | 0.22% | −12,773−5.8% | Reduced |
| Commerce Bank | 205,790 | $107.0M | 0.66% | +27,165+15.2% | Added |
| Victory Capital Management Inc | 203,042 | $105.6M | 0.10% | +8,851+4.6% | Added |
| Qube Research & Technologies Ltd | 198,461 | $103.2M | 0.19% | +143,632+262.0% | Added |
| SRS Investment Management, LLC | 193,569 | $100.7M | 1.50% | +193,569 | New |
| Pzena Investment Management LLC | 192,368 | $100.0M | 0.32% | +113+0.1% | Added |
| Natixis Advisors, L.P. | 192,096 | $99.9M | 0.19% | +14,502+8.2% | Added |
| Storebrand Asset Management AS | 191,307 | $99.5M | 0.31% | −9,454−4.7% | Reduced |
| Artemis Investment Management LLP | 190,264 | $98.9M | 1.51% | −24,352−11.3% | Reduced |
| Voloridge Investment Management, LLC | 189,046 | $98.3M | 0.36% | −31,480−14.3% | Reduced |
| LPL Financial LLC | 188,074 | $97.8M | 0.04% | +13,619+7.8% | Added |
| Man Group plc | 186,402 | $96.9M | 0.27% | −81,925−30.5% | Reduced |
| Railway Pension Investments Ltd | 185,027 | $96.2M | 1.15% | −17,600−8.7% | Reduced |
| Davenport & Co LLC | 183,561 | $95.6M | 0.56% | −59,837−24.6% | Reduced |
| State of Wisconsin Investment Board | 177,151 | $92.1M | 0.23% | −145,661−45.1% | Reduced |
| Cooperman Leon G | 171,000 | $88.9M | 3.78% | +41,000+31.5% | Added |
| Macquarie Group Ltd | 166,198 | $86.4M | 0.09% | +57,376+52.7% | Added |
| Brandywine Global Investment Management, LLC | 166,762 | $84.9M | 0.57% | +7,346+4.6% | Added |
| Korea Investment CORP | 155,364 | $80.8M | 0.19% | −5,237−3.3% | Reduced |
| Cornerstone Investment Partners, LLC | 154,586 | $80.4M | 3.97% | +946+0.6% | Added |
| Adage Capital Partners GP, L.L.C. | 147,057 | $76.5M | 0.14% | −98,490−40.1% | Reduced |
| Two Sigma Investments, LP | 144,237 | $75.0M | 0.17% | +109,306+312.9% | Added |
| Squarepoint Ops LLC | 142,392 | $74.0M | 0.24% | +136,093+2,160.5% | Added |
| Swedbank AB | 141,641 | $73.7M | 0.09% | −136−0.1% | Reduced |
| Wishbone Management, LP | 138,000 | $71.8M | 25.70% | −15,000−9.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 123,632 | $71.6M | 0.24% | −1,654−1.3% | Reduced |
| Balyasny Asset Management LLC | 135,548 | $70.5M | 0.18% | −29,856−18.1% | Reduced |
| Ensign Peak Advisors, Inc | 134,760 | $70.1M | 0.12% | +74,645+124.2% | Added |
| 140 Summer Partners LP | 133,059 | $69.2M | 7.90% | +46,800+54.3% | Added |
| CDAM (UK) Ltd | 131,641 | $68.5M | 10.11% | −15,113−10.3% | Reduced |
| SEI Investments Co | 130,719 | $68.0M | 0.09% | +6,847+5.5% | Added |
| Northwestern Mutual Wealth Management Co | 128,370 | $66.8M | 0.06% | +3,546+2.8% | Added |
| Twinbeech Capital LP | 128,214 | $66.7M | 1.27% | +128,214 | New |
| McDonald Capital Investors Inc | 127,879 | $66.5M | 4.08% | −2,779−2.1% | Reduced |
| Junto Capital Management LP | 127,608 | $66.4M | 1.49% | −81,731−39.0% | Reduced |
| Employees Retirement System of Texas | 126,100 | $65.6M | 0.57% | +126,100 | New |
| Chevy Chase Trust Holdings, Inc. | 124,986 | $65.0M | 0.20% | −2,559−2.0% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 124,204 | $64.6M | 3.25% | +15,771+14.5% | Added |
| Teacher Retirement System of Texas | 123,001 | $64.0M | 0.30% | +463+0.4% | Added |
| Toronto Dominion Bank | 121,390 | $63.1M | 0.11% | +1,306+1.1% | Added |
| Distillate Capital Partners LLC | 121,202 | $63.0M | 3.16% | +67,195+124.4% | Added |
| Sound Shore Management Inc | 119,497 | $62.1M | 2.02% | −2,572−2.1% | Reduced |
| American Century Companies Inc | 117,061 | $60.9M | 0.04% | +13,849+13.4% | Added |
| Candriam Luxembourg S.C.A. | 112,933 | $58.7M | 0.34% | −3,267−2.8% | Reduced |
| ZWJ Investment Counsel Inc | 109,062 | $56.7M | 2.32% | +1,733+1.6% | Added |
| Treasurer of the State of North Carolina | 107,305 | $55.8M | 0.22% | +3,220+3.1% | Added |
| OrbiMed Advisors LLC | 106,200 | $55.2M | 1.01% | −61,900−36.8% | Reduced |
| River Road Asset Management, LLC | 105,341 | $54.8M | 0.72% | +9,400+9.8% | Added |
| Seizert Capital Partners, LLC | 104,229 | $54.2M | 2.45% | +21,708+26.3% | Added |
| Harvest Portfolios Group Inc. | 103,188 | $53.7M | 1.78% | +6,115+6.3% | Added |
| TCW Group Inc | 101,640 | $52.9M | 0.46% | +42,464+71.8% | Added |
| Gateway Investment Advisers LLC | 100,856 | $52.4M | 0.58% | −116−0.1% | Reduced |
| Trillium Asset Management, LLC | 100,519 | $52.3M | 1.28% | +14,769+17.2% | Added |
| Triodos Investment Management BV | 100,030 | $52.0M | 4.17% | +200+0.2% | Added |
| Lakewood Capital Management, LP | 99,500 | $51.7M | 4.21% | +16,500+19.9% | Added |
| Empire Life Investments Inc. | 96,718 | $50.3M | 3.07% | −1,161−1.2% | Reduced |
| MIG Capital, LLC | 94,458 | $49.1M | 5.96% | −11,065−10.5% | Reduced |
| State of Tennessee, Treasury Department | 94,361 | $49.1M | 0.17% | +4,609+5.1% | Added |
| Jane Street Group, LLC | 92,676 | $48.2M | 0.08% | −63,660−40.7% | Reduced |
| Asset Management One Co.,Ltd. | 92,560 | $48.1M | 0.17% | +1,037+1.1% | Added |
| Glenmede Trust Co NA | 90,700 | $47.2M | 0.23% | −36,028−28.4% | Reduced |
| Mn Services Vermogensbeheer B.V. | 90,700 | $47.2M | 0.33% | −2,200−2.4% | Reduced |
| Coronation Fund Managers Ltd. | 90,098 | $46.9M | 2.60% | +4,406+5.1% | Added |
| Bellevue Group AG | 89,328 | $46.5M | 0.75% | −12,221−12.0% | Reduced |
| Hosking Partners LLP | 88,255 | $45.9M | 1.77% | −15,233−14.7% | Reduced |
| Whittier Trust Co | 88,007 | $45.8M | 0.61% | −4,128−4.5% | Reduced |
| ExodusPoint Capital Management, LP | 87,178 | $45.3M | 0.47% | +47,912+122.0% | Added |
| Mariner, LLC | 85,597 | $44.5M | 0.08% | +1,053+1.2% | Added |
| State of New Jersey Common Pension Fund D | 84,527 | $44.0M | 0.18% | +100+0.1% | Added |
| The PNC Financial Services Group, Inc. | 83,994 | $43.7M | 0.03% | +832+1.0% | Added |
| Citadel Advisors LLC | 83,190 | $43.3M | 0.05% | +83,190 | New |
| QRG Capital Management, Inc. | 82,393 | $42.8M | 0.46% | +1,318+1.6% | Added |
| Nisa Investment Advisors, LLC | 81,965 | $42.6M | 0.25% | −5,085−5.8% | Reduced |
| CI Private Wealth, LLC | 81,437 | $42.3M | 0.07% | −1,812−2.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 80,281 | $41.8M | 0.24% | −1,253−1.5% | Reduced |
| Mackenzie Financial Corp | 79,177 | $41.2M | 0.06% | +5,213+7.0% | Added |