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 |
|---|---|---|---|---|---|
| Greystone Financial Group, LLC | 19,374 | $10.1M | 1.80% | +2,674+16.0% | Added |
| Greatmark Investment Partners, Inc. | 19,250 | $10.0M | 1.36% | +181+0.9% | Added |
| Chartwell Investment Partners, LLC | 18,893 | $9.82M | 0.34% | −4,696−19.9% | Reduced |
| Ethic Inc. | 18,928 | $9.82M | 0.25% | −6,118−24.4% | Reduced |
| Verdence Capital Advisors LLC | 18,661 | $9.70M | 0.77% | +2,039+12.3% | Added |
| Schonfeld Strategic Advisors LLC | 18,576 | $9.66M | 0.08% | +11,776+173.2% | Added |
| Gulf International Bank (UK) Ltd | 18,164 | $9.45M | 0.24% | −801−4.2% | Reduced |
| Banque Pictet & Cie SA | 18,087 | $9.41M | 0.09% | +434+2.5% | Added |
| Dana Investment Advisors, Inc. | 17,943 | $9.33M | 0.31% | −5,037−21.9% | Reduced |
| SG Americas Securities, LLC | 17,942 | $9.33M | 0.04% | −11,759−39.6% | Reduced |
| Avantax Advisory Services, Inc. | 17,898 | $9.31M | 0.06% | +1,576+9.7% | Added |
| J. Safra Sarasin Holding AG | 17,310 | $9.00M | 0.16% | +14,370+488.8% | Added |
| Kingsview Wealth Management, LLC | 17,251 | $8.97M | 0.19% | +650+3.9% | Added |
| Ninety One SA (PTY) Ltd | 17,228 | $8.96M | 1.96% | −13,789−44.5% | Reduced |
| Moran Wealth Management, LLC | 17,063 | $8.87M | 0.27% | +365+2.2% | Added |
| Pensionmark Financial Group, LLC | 17,028 | $8.85M | 0.28% | +17,028 | New |
| Summit Street Capital Management, LLC | 16,941 | $8.81M | 3.14% | 00.0% | Unchanged |
| Sienna Gestion | 16,819 | $8.72M | 0.58% | +3,825+29.4% | Added |
| Two Sigma Advisers, LP | 16,600 | $8.63M | 0.02% | +16,600 | New |
| TD Waterhouse Canada Inc. | 16,570 | $8.47M | 0.07% | +1,110+7.2% | Added |
| Allianz SE | 16,259 | $8.45M | 0.23% | +1,801+12.5% | Added |
| CIBC World Markets Inc. | 16,229 | $8.44M | 0.02% | +694+4.5% | Added |
| Evergreen Capital Management LLC | 16,178 | $8.41M | 0.28% | +14,812+1,084.3% | Added |
| Kentucky Retirement Systems | 16,154 | $8.40M | 0.25% | −1,360−7.8% | Reduced |
| Chiron Investment Management, LLC | 16,121 | $8.38M | 2.95% | −6,255−28.0% | Reduced |
| Sandy Spring Bank | 16,020 | $8.33M | 0.34% | −747−4.5% | Reduced |
| Northwest & Ethical Investments L.P. | 15,977 | $8.31M | 0.22% | −1,149−6.7% | Reduced |
| Principal Securities, Inc. | 15,899 | $8.27M | 0.20% | +2,369+17.5% | Added |
| Mitchell Capital Management Co | 15,829 | $8.23M | 1.44% | +3,192+25.3% | Added |
| GAM Holding AG | 15,741 | $8.19M | 0.65% | +121+0.8% | Added |
| HB Wealth Management, LLC | 15,670 | $8.15M | 0.09% | +1,265+8.8% | Added |
| Blair William & Co | 15,636 | $8.13M | 0.02% | +880+6.0% | Added |
| Banque Cantonale Vaudoise | 15,384 | $8.00M | 0.33% | +3,788+32.7% | Added |
| Vestcor Inc | 15,147 | $7.88M | 0.25% | +13+0.1% | Added |
| Vontobel Holding Ltd. | 15,099 | $7.85M | 0.03% | −558−3.6% | Reduced |
| Mizuho Securities USA LLC | 15,037 | $7.82M | 0.17% | −2,885−16.1% | Reduced |
| GWM Advisors LLC | 14,656 | $7.62M | 0.05% | +292+2.0% | Added |
| Hartford Investment Management Co | 14,595 | $7.59M | 0.25% | −314−2.1% | Reduced |
| GHP Investment Advisors, Inc. | 14,588 | $7.59M | 0.35% | +60.0% | Added |
| MAI Capital Management | 14,415 | $7.50M | 0.07% | −809−5.3% | Reduced |
| Siemens Fonds Invest GmbH | 15,150 | $7.44M | 0.59% | −102−0.7% | Reduced |
| Eagle Rock Investment Company, LLC | 14,069 | $7.32M | 1.23% | +2,826+25.1% | Added |
| River Wealth Advisors LLC | 13,927 | $7.24M | 0.97% | −90−0.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 13,588 | $7.07M | 1.59% | −55−0.4% | Reduced |
| Maryland State Retirement & Pension System | 13,410 | $6.97M | 0.15% | −4,715−26.0% | Reduced |
| Wealthfront Advisers LLC | 13,314 | $6.92M | 0.02% | −941−6.6% | Reduced |
| Rakuten Investment Management, Inc. | 13,149 | $6.89M | 0.04% | +3,250+32.8% | Added |
| KCM Investment Advisors LLC | 13,244 | $6.89M | 0.23% | −27−0.2% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 13,203 | $6.87M | 1.12% | +3,074+30.3% | Added |
| Atom Investors LP | 13,170 | $6.85M | 0.72% | +10,940+490.6% | Added |
| 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 |
| Louisiana State Employees Retirement System | 13,100 | $6.81M | 0.13% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 12,803 | $6.66M | 0.19% | −561−4.2% | Reduced |
| Pacific Capital Partners Ltd | 12,750 | $6.63M | 3.88% | −375−2.9% | Reduced |
| Leuthold Group, LLC | 12,700 | $6.60M | 0.73% | −846−6.2% | Reduced |
| Parus Finance (UK) Ltd | 12,376 | $6.44M | 2.07% | −3,860−23.8% | Reduced |
| BNP Paribas | 12,150 | $6.32M | 0.26% | −194−1.6% | Reduced |
| Assetmark, Inc | 12,135 | $6.31M | 0.02% | +220+1.8% | Added |
| Westbourne Investment Advisors, Inc. | 12,130 | $6.31M | 2.20% | +159+1.3% | Added |
| Boston Common Asset Management, LLC | 12,089 | $6.29M | 0.16% | +12,089 | New |
| Metis Global Partners, LLC | 12,064 | $6.27M | 0.20% | +992+9.0% | Added |
| Hilltop Holdings Inc. | 11,910 | $6.19M | 0.40% | +11,450+2,489.1% | Added |
| Cornerstone Advisors, LLC | 11,900 | $6.19M | 0.24% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 11,889 | $6.18M | 0.08% | +2,461+26.1% | Added |
| Private Advisor Group, LLC | 11,813 | $6.14M | 0.04% | −1,290−9.8% | Reduced |
| Van Den Berg Management I, Inc | 11,604 | $6.03M | 1.75% | −144−1.2% | Reduced |
| Bamco Inc | 11,600 | $6.03M | 0.02% | 00.0% | Unchanged |
| Keybank National Association | 11,580 | $6.02M | 0.02% | −103−0.9% | Reduced |
| Meritage Portfolio Management | 11,516 | $5.99M | 0.37% | −269−2.3% | Reduced |
| Argent Trust Co | 11,455 | $5.96M | 0.25% | +811+7.6% | Added |
| Cary Street Partner Investment Advisory LLC | 11,434 | $5.95M | 0.22% | −991−8.0% | Reduced |
| Logan Capital Management Inc | 11,426 | $5.94M | 0.24% | −805−6.6% | Reduced |
| Kennedy Capital Management, Inc. | 11,422 | $5.94M | 0.13% | +531+4.9% | Added |
| New Mexico Educational Retirement Board | 11,346 | $5.90M | 0.20% | −500−4.2% | Reduced |
| Ostrum Asset Management | 11,154 | $5.80M | 0.48% | −210−1.8% | Reduced |
| Longbow Finance SA | 10,962 | $5.70M | 0.61% | −2,864−20.7% | Reduced |
| Shell Asset Management Co | 10,817 | $5.63M | 0.25% | +10,817 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 10,800 | $5.62M | 0.01% | −39,200−78.4% | Reduced |
| Groupama Asset Managment | 13,440 | $5.61M | 0.15% | +6,419+91.4% | Added |
| Kingswood Wealth Advisors, LLC | 10,733 | $5.58M | 0.40% | −93−0.9% | Reduced |
| Buffington Mohr McNeal | 10,684 | $5.56M | 0.91% | +734+7.4% | Added |
| Kempen Capital Management N.V. | 10,678 | $5.55M | 0.06% | −70−0.7% | Reduced |
| Rench Wealth Management, Inc. | 10,551 | $5.49M | 1.88% | +793+8.1% | Added |
| Palmer Knight Co | 10,504 | $5.46M | 2.40% | +49+0.5% | Added |
| Toroso Investments, LLC | 10,485 | $5.45M | 0.06% | +3,956+60.6% | Added |
| Te Ahumairangi Investment Management Ltd | 10,508 | $5.43M | 0.96% | +2,983+39.6% | Added |
| Oxbow Advisors, LLC | 10,426 | $5.42M | 0.54% | +54+0.5% | Added |
| Stratos Wealth Partners, LTD. | 10,409 | $5.41M | 0.08% | −1,334−11.4% | Reduced |
| Mill Capital Management, LLC | 10,408 | $5.41M | 0.42% | −50−0.5% | Reduced |
| Ieq Capital, LLC | 10,394 | $5.40M | 0.07% | +607+6.2% | Added |
| Impact Asset Management GmbH | 10,370 | $5.39M | 2.07% | +10,370 | New |
| BDF-Gestion | 10,773 | $5.39M | 0.89% | 00.0% | Unchanged |
| Veriti Management LLC | 10,313 | $5.36M | 0.29% | +530+5.4% | Added |
| Level Four Advisory Services, LLC | 13,213 | $5.36M | 0.23% | +1,428+12.1% | Added |
| Campbell & CO Investment Adviser LLC | 10,279 | $5.35M | 0.40% | +10,279 | New |
| Globeflex Capital L P | 10,227 | $5.32M | 0.51% | 00.0% | Unchanged |
| Bokf, NA | 10,671 | $5.32M | 0.09% | −265−2.4% | Reduced |
| Van Eck Associates Corp | 12,782 | $5.31M | 0.01% | +507+4.1% | Added |
| Winmill & Co. Inc | 10,040 | $5.22M | 1.76% | 00.0% | Unchanged |