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
- 1,702
- +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
- 599 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 | 1,702 | $107.2B |
| Q2 2024 | 1,712 | $112.7B |
| Q1 2024 | 1,672 | $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 | 1,550 | $108.8B |
| Q3 2022 | 1,448 | $97.0B |
| Q2 2022 | 1,443 | $103.2B |
| Q1 2022 | 1,423 | $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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 38,450 | $20.0M | 0.23% | +162+0.4% | Added |
| Capital International Inc | 38,285 | $19.9M | 0.25% | +1,365+3.7% | Added |
| Abn Amro Investment Solutions | 37,771 | $19.6M | 0.34% | +7,678+25.5% | Added |
| Hallmark Capital Management Inc | 37,503 | $19.5M | 1.44% | +52+0.1% | Added |
| Auxier Asset Management | 37,215 | $19.4M | 2.86% | +100.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 36,824 | $19.1M | 0.04% | −1,199−3.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 35,360 | $18.4M | 0.47% | −2,218−5.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 34,882 | $18.3M | 0.08% | +2,176+6.7% | Added |
| New York Life Investment Management LLC | 34,923 | $18.2M | 0.18% | −1,098−3.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 34,226 | $17.8M | 0.02% | +25,828+307.5% | Added |
| Kestra Advisory Services, LLC | 34,214 | $17.8M | 0.10% | −192−0.6% | Reduced |
| CIBC Asset Management Inc | 34,012 | $17.7M | 0.06% | +2,541+8.1% | Added |
| FineMark National Bank & Trust | 32,814 | $17.1M | 0.59% | −150−0.5% | Reduced |
| Huntington National Bank | 32,492 | $16.9M | 0.12% | −4,816−12.9% | Reduced |
| Clough Capital Partners L P | 32,284 | $16.8M | 1.72% | +6,375+24.6% | Added |
| NorthCrest Asset Manangement, LLC | 32,249 | $16.8M | 0.51% | +355+1.1% | Added |
| Public Employees Retirement Association of Colorado | 32,188 | $16.7M | 0.07% | −60.0% | Reduced |
| Kames Capital plc | 32,030 | $16.7M | 0.23% | 00.0% | Unchanged |
| Varma Mutual Pension Insurance Co | 40,882 | $16.6M | 0.13% | −4,600−10.1% | Reduced |
| M&T Bank Corp | 31,782 | $16.5M | 0.05% | −30,707−49.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 31,659 | $16.5M | 0.01% | +10,448+49.3% | Added |
| CIBC World Markets Corp | 31,535 | $16.4M | 0.12% | +1,554+5.2% | Added |
| Tamar Securities, LLC | 31,372 | $16.3M | 2.29% | +3,842+14.0% | Added |
| Aptus Capital Advisors, LLC | 31,293 | $16.3M | 0.25% | +28,756+1,133.5% | Added |
| ProShare Advisors LLC | 31,275 | $16.3M | 0.04% | −2,514−7.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 31,251 | $16.3M | 0.06% | −1,216−3.7% | Reduced |
| Smith, Salley & Associates | 31,085 | $16.2M | 1.06% | +815+2.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 30,594 | $15.9M | 0.05% | −762−2.4% | Reduced |
| Susquehanna International Group, LLP | 30,432 | $15.8M | 0.03% | −38,898−56.1% | Reduced |
| Creative Planning | 30,334 | $15.8M | 0.02% | −822−2.6% | Reduced |
| Gabelli Funds LLC | 30,300 | $15.8M | 0.11% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 30,174 | $15.7M | 0.17% | −1,726−5.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 30,818 | $15.7M | 0.14% | −8,835−22.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 29,800 | $15.5M | 0.25% | +2,445+8.9% | Added |
| Soleus Capital Management, L.P. | 29,650 | $15.4M | 1.28% | +29,650 | New |
| Washington Trust Bank | 29,347 | $15.3M | 1.46% | −806−2.7% | Reduced |
| Swiss Life Asset Management Ltd | 29,208 | $15.2M | 0.17% | +2,437+9.1% | Added |
| Foundations Investment Advisors, LLC | 29,137 | $15.2M | 0.32% | +3,893+15.4% | Added |
| Daiwa Securities Group Inc. | 29,101 | $15.1M | 0.07% | +1,391+5.0% | Added |
| First American Trust, FSB | 28,960 | $15.1M | 1.49% | −2,150−6.9% | Reduced |
| JustInvest LLC | 28,631 | $14.9M | 0.24% | +1,894+7.1% | Added |
| Nissay Asset Management Corp | 28,511 | $14.8M | 0.09% | +193+0.7% | Added |
| North Growth Management Ltd. | 28,000 | $14.6M | 2.73% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 28,084 | $14.6M | 0.93% | −2,655−8.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 28,010 | $14.6M | 0.16% | +1,175+4.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 27,836 | $14.5M | 0.78% | +8,754+45.9% | Added |
| Lawson Kroeker Investment Management Inc | 27,716 | $14.4M | 2.63% | +433+1.6% | Added |
| Firetrail Investments Pty Ltd | 27,635 | $14.4M | 4.14% | −2,265−7.6% | Reduced |
| Summit Global Investments | 27,516 | $14.3M | 0.91% | +505+1.9% | Added |
| Pinebridge Investments, L.P. | 27,483 | $14.3M | 0.11% | +156+0.6% | Added |
| Intech Investment Management LLC | 27,070 | $14.1M | 0.16% | +10,915+67.6% | Added |
| Unisphere Establishment | 26,800 | $13.9M | 0.13% | +4,600+20.7% | Added |
| Gotham Asset Management, LLC | 26,653 | $13.9M | 0.14% | +14,840+125.6% | Added |
| National Bank of Canada | 26,447 | $13.8M | 0.02% | −1,374−4.9% | Reduced |
| Sector Gamma AS | 26,279 | $13.7M | 4.15% | +2,000+8.2% | Added |
| Barlow Wealth Partners, Inc. | 27,355 | $13.5M | 1.76% | +369+1.4% | Added |
| Jefferies Financial Group Inc. | 25,839 | $13.4M | 0.22% | +7,416+40.3% | Added |
| Kovitz Investment Group Partners, LLC | 28,751 | $13.4M | 0.10% | +14,947+108.3% | Added |
| UniSuper Management Pty Ltd | 25,501 | $13.3M | 0.10% | +14,497+131.7% | Added |
| South Dakota Investment Council | 25,351 | $13.2M | 0.26% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 25,305 | $13.2M | 0.05% | +1,435+6.0% | Added |
| Guardian Point Capital, LP | 25,000 | $13.0M | 5.80% | 00.0% | Unchanged |
| Calamos Advisors LLC | 24,643 | $12.8M | 0.06% | +299+1.2% | Added |
| Pacer Advisors, Inc. | 24,588 | $12.8M | 0.03% | +7,641+45.1% | Added |
| Investment Management Corp of Ontario | 24,441 | $12.7M | 0.28% | +2,500+11.4% | Added |
| Unison Asset Management LLC | 24,031 | $12.5M | 5.94% | −38−0.2% | Reduced |
| Modera Wealth Management, LLC | 23,865 | $12.4M | 0.16% | −79−0.3% | Reduced |
| Rafferty Asset Management, LLC | 23,520 | $12.2M | 0.04% | −1,752−6.9% | Reduced |
| First Citizens Bank & Trust Co | 22,823 | $11.9M | 0.26% | −1,076−4.5% | Reduced |
| Quadrature Capital Ltd | 22,614 | $11.8M | 0.27% | +8,182+56.7% | Added |
| Punch & Associates Investment Management, Inc. | 22,577 | $11.7M | 0.65% | −264−1.2% | Reduced |
| BlackBarn Capital Partners LP | 22,500 | $11.7M | 5.08% | +4,500+25.0% | Added |
| Crossmark Global Holdings, Inc. | 22,484 | $11.7M | 0.21% | −16,261−42.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 22,427 | $11.7M | 0.16% | +1,894+9.2% | Added |
| Colony Group, LLC | 22,425 | $11.7M | 0.04% | +2,356+11.7% | Added |
| Elo Mutual Pension Insurance Co | 22,090 | $11.5M | 0.25% | +1,165+5.6% | Added |
| Fifth Third Bancorp | 21,961 | $11.4M | 0.04% | −1,065−4.6% | Reduced |
| ProVise Management Group, LLC | 21,808 | $11.3M | 0.90% | +606+2.9% | Added |
| Capital Analysts, LLC | 21,613 | $11.2M | 0.46% | +100.0% | Added |
| National Philanthropic Trust | 21,494 | $11.2M | 0.20% | −68−0.3% | Reduced |
| Geneos Wealth Management Inc. | 21,469 | $11.2M | 0.43% | +782+3.8% | Added |
| Hardman Johnston Global Advisors LLC | 21,158 | $11.0M | 0.43% | +18+0.1% | Added |
| Executive Wealth Management, LLC | 20,963 | $10.9M | 0.85% | +20,963 | New |
| Oddo BHF Asset Management SAS | 20,928 | $10.9M | 0.54% | +20,928 | New |
| Scotia Capital Inc. | 20,908 | $10.9M | 0.06% | +796+4.0% | Added |
| Stephens Inc | 20,878 | $10.9M | 0.15% | +756+3.8% | Added |
| Great Lakes Advisors, LLC | 20,804 | $10.8M | 0.09% | +1,811+9.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 20,427 | $10.6M | 0.02% | +6,098+42.6% | Added |
| Jump Financial, LLC | 20,360 | $10.6M | 0.22% | +20,360 | New |
| Guggenheim Capital LLC | 20,346 | $10.6M | 0.07% | −3,103−13.2% | Reduced |
| Verition Fund Management LLC | 20,081 | $10.4M | 0.07% | +13,838+221.7% | Added |
| LMCG Investments, LLC | 19,998 | $10.4M | 0.63% | −13−0.1% | Reduced |
| Oregon Public Employees Retirement Fund | 19,869 | $10.3M | 0.19% | −90−0.5% | Reduced |
| Diversified Trust Co | 19,851 | $10.3M | 0.26% | −52−0.3% | Reduced |
| Atria Investments LLC | 19,548 | $10.2M | 0.13% | −1,421−6.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 19,540 | $10.2M | 0.26% | −2,545−11.5% | Reduced |
| Eversept Partners, LP | 19,465 | $10.1M | 0.78% | +4,808+32.8% | Added |
| Cumberland Partners Ltd | 19,396 | $10.1M | 0.70% | +155+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 19,386 | $10.1M | 0.09% | +893+4.8% | Added |
| Baird Financial Group, Inc. | 19,381 | $10.1M | 0.02% | +1,299+7.2% | Added |