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 |
|---|---|---|---|---|---|
| Public Sector Pension Investment Board | 10,032 | $5.22M | 0.03% | +1,100+12.3% | Added |
| Rheos Capital Works Inc. | 10,000 | $5.20M | 0.27% | 00.0% | Unchanged |
| Vident Advisory, LLC | 9,981 | $5.19M | 0.13% | +7,357+280.4% | Added |
| Qsemble Capital Management, LP | 9,976 | $5.19M | 0.95% | +9,976 | New |
| Toth Financial Advisory Corp | 9,835 | $5.11M | 0.60% | +1,296+15.2% | Added |
| Norinchukin Bank, The | 9,762 | $5.08M | 0.12% | +1,456+17.5% | Added |
| Asio Capital, LLC | 9,689 | $5.04M | 0.96% | +229+2.4% | Added |
| Peapack Gladstone Financial Corp | 9,687 | $5.04M | 0.07% | −434−4.3% | Reduced |
| Magnetar Financial LLC | 9,446 | $4.91M | 0.11% | +1,638+21.0% | Added |
| E. Ohman J:or Asset Management AB | 9,400 | $4.89M | 0.12% | −580−5.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 9,338 | $4.86M | 0.98% | +1,895+25.5% | Added |
| Empirical Finance, LLC | 9,327 | $4.85M | 0.28% | +180+2.0% | Added |
| Park Avenue Securities LLC | 9,302 | $4.84M | 0.05% | +164+1.8% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 9,114 | $4.74M | 0.50% | +4,707+106.8% | Added |
| Everence Capital Management Inc | 9,010 | $4.68M | 0.30% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 8,963 | $4.66M | 0.01% | +81+0.9% | Added |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 8,861 | $4.61M | 1.12% | −2,870−24.5% | Reduced |
| Agf Management Ltd | 8,858 | $4.61M | 0.02% | +2,114+31.3% | Added |
| Alberta Investment Management Corp | 8,803 | $4.58M | 0.04% | +3,503+66.1% | Added |
| Clearstead Advisors, LLC | 8,763 | $4.56M | 0.07% | −95−1.1% | Reduced |
| Simplify Asset Management Inc. | 8,762 | $4.56M | 0.31% | +3,526+67.3% | Added |
| Kestra Private Wealth Services, LLC | 8,742 | $4.55M | 0.08% | +164+1.9% | Added |
| TownSquare Capital, LLC | 8,727 | $4.54M | 0.05% | +517+6.3% | Added |
| NEOS Investment Management LLC | 8,700 | $4.52M | 0.14% | +1,624+23.0% | Added |
| AustralianSuper Pty Ltd | 8,505 | $4.42M | 0.02% | +607+7.7% | Added |
| Independent Advisor Alliance | 8,501 | $4.42M | 0.16% | −512−5.7% | Reduced |
| Tocqueville Asset Management L.P. | 8,501 | $4.42M | 0.07% | −185−2.1% | Reduced |
| Vinva Investment Management Ltd | 8,429 | $4.42M | 0.19% | −36−0.4% | Reduced |
| LGT Fund Management Co Ltd. | 8,706 | $4.40M | 0.46% | −275−3.1% | Reduced |
| BKD Wealth Advisors, LLC | 8,441 | $4.39M | 0.10% | +109+1.3% | Added |
| Mediolanum International Funds Ltd | 8,328 | $4.36M | 0.06% | +3,007+56.5% | Added |
| Advisors Asset Management, Inc. | 8,377 | $4.36M | 0.08% | +3,054+57.4% | Added |
| Benedict Financial Advisors Inc | 8,250 | $4.29M | 1.01% | −32−0.4% | Reduced |
| Axiom Advisory, LLC | 8,000 | $4.27M | 0.04% | +125+1.6% | Added |
| Synovus Financial Corp | 8,211 | $4.27M | 0.05% | +40+0.5% | Added |
| Hamilton Capital Partners Inc. | 8,181 | $4.25M | 0.37% | −1,050−11.4% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $4.16M | 0.90% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 7,990 | $4.16M | 0.62% | +330+4.3% | Added |
| Liberty One Investment Management, LLC | 7,983 | $4.15M | 0.42% | +439+5.8% | Added |
| LMR Partners LLP | 7,942 | $4.13M | 0.09% | −9,483−54.4% | Reduced |
| HRT Financial LP | 7,883 | $4.10M | 0.02% | +7,381+1,470.3% | Added |
| Icon Advisers Inc | 7,800 | $4.06M | 0.85% | −1,900−19.6% | Reduced |
| Wetherby Asset Management Inc | 7,724 | $4.02M | 0.18% | −333−4.1% | Reduced |
| Oppenheimer Asset Management Inc. | 7,698 | $4.00M | 0.05% | +118+1.6% | Added |
| Tandem Capital Management Corp | 7,681 | $3.99M | 2.10% | −230−2.9% | Reduced |
| Beacon Pointe Advisors, LLC | 7,626 | $3.97M | 0.05% | −131−1.7% | Reduced |
| Savant Capital, LLC | 7,616 | $3.96M | 0.03% | +1,331+21.2% | Added |
| Stanley-Laman Group, Ltd. | 7,560 | $3.93M | 0.55% | −266−3.4% | Reduced |
| CWM, LLC | 7,545 | $3.92M | 0.02% | −888−10.5% | Reduced |
| United Capital Financial Advisers, LLC | 7,475 | $3.89M | 0.03% | −236−3.1% | Reduced |
| Centiva Capital, LP | 7,461 | $3.88M | 0.18% | +4,089+121.3% | Added |
| Tower Research Capital LLC (TRC) | 7,455 | $3.88M | 0.10% | −1,813−19.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,350 | $3.82M | 0.09% | −46−0.6% | Reduced |
| Burney Co | 7,338 | $3.82M | 0.14% | −1,320−15.2% | Reduced |
| Family Management Corp | 7,326 | $3.81M | 0.63% | −1,237−14.4% | Reduced |
| Garrison Bradford & Associates Inc | 7,267 | $3.78M | 3.75% | +135+1.9% | Added |
| Round Rock Advisors, LLC | 7,209 | $3.74M | 0.87% | 00.0% | Unchanged |
| Channing Global Advisors, LLC | 7,164 | $3.73M | 3.14% | +3,258+83.4% | Added |
| Greenleaf Trust | 7,053 | $3.67M | 0.03% | −88−1.2% | Reduced |
| Resources Investment Advisors, LLC. | 7,028 | $3.65M | 0.04% | +941+15.5% | Added |
| Coastline Trust Co | 6,961 | $3.62M | 0.43% | −109−1.5% | Reduced |
| Strategy Asset Managers LLC | 6,943 | $3.61M | 0.69% | −2,020−22.5% | Reduced |
| Bull Street Advisors, LLC | 6,901 | $3.59M | 1.67% | −25−0.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,866 | $3.57M | 0.25% | −630−8.4% | Reduced |
| GLOBALT Investments LLC | 6,857 | $3.57M | 0.13% | +40+0.6% | Added |
| Earnest Partners LLC | 6,822 | $3.55M | 0.02% | −98−1.4% | Reduced |
| Voya Financial Advisors, Inc. | 6,763 | $3.54M | 0.38% | +72+1.1% | Added |
| Chemistry Wealth Management LLC | 6,793 | $3.53M | 0.85% | +261+4.0% | Added |
| Sequoia Financial Advisors, LLC | 6,665 | $3.47M | 0.04% | +337+5.3% | Added |
| Atlantic Union Bankshares Corp | 6,664 | $3.47M | 0.20% | −589−8.1% | Reduced |
| James Investment Research Inc | 6,603 | $3.43M | 0.40% | −9−0.1% | Reduced |
| Family Legacy, Inc. | 6,599 | $3.43M | 1.14% | +127+2.0% | Added |
| FJ Capital Management LLC | 6,472 | $3.37M | 0.35% | +2,786+75.6% | Added |
| Second Half Financial Partners, LLC | 6,462 | $3.36M | 1.78% | +6,462 | New |
| Jones Financial Companies LLLP | 6,375 | $3.34M | 0.00% | +3,673+135.9% | Added |
| Princeton Global Asset Management LLC | 6,387 | $3.32M | 0.65% | −127−1.9% | Reduced |
| Plato Investment Management Ltd | 6,390 | $3.32M | 0.27% | +392+6.5% | Added |
| First Hawaiian Bank | 6,371 | $3.31M | 0.11% | −704−10.0% | Reduced |
| Edmp, Inc. | 6,362 | $3.31M | 2.72% | −89−1.4% | Reduced |
| Hohimer Wealth Management, LLC | 6,358 | $3.31M | 0.71% | −30.0% | Reduced |
| RDA Financial Network | 6,352 | $3.30M | 1.02% | −121−1.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,336 | $3.29M | 0.92% | +224+3.7% | Added |
| Trivant Custom Portfolio Group, LLC | 6,318 | $3.29M | 1.90% | +28+0.4% | Added |
| Bailard, Inc. | 6,286 | $3.27M | 0.09% | +129+2.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,268 | $3.26M | 0.06% | +2,488+65.8% | Added |
| Timber Creek Capital Management LLC | 6,243 | $3.25M | 0.91% | +99+1.6% | Added |
| TrinityPoint Wealth, LLC | 6,228 | $3.24M | 0.47% | −7−0.1% | Reduced |
| Signature Estate & Investment Advisors LLC | 6,215 | $3.23M | 0.07% | −1,880−23.2% | Reduced |
| Dynamic Advisor Solutions LLC | 6,178 | $3.21M | 0.10% | −56−0.9% | Reduced |
| Fort Washington Investment Advisors Inc | 6,174 | $3.21M | 0.02% | −20−0.3% | Reduced |
| Leavell Investment Management, Inc. | 6,165 | $3.21M | 0.16% | +200+3.4% | Added |
| Jackson Hole Capital Partners, LLC | 6,162 | $3.20M | 0.67% | +43+0.7% | Added |
| Ascent Group, LLC | 6,156 | $3.20M | 0.24% | +1,253+25.6% | Added |
| Greenup Street Wealth Management LLC | 6,131 | $3.19M | 0.66% | −2,563−29.5% | Reduced |
| Transform Wealth, LLC | 6,125 | $3.19M | 0.21% | −256−4.0% | Reduced |
| Portfolio Design Labs, LLC | 6,107 | $3.18M | 0.89% | +1,275+26.4% | Added |
| Tokio Marine Asset Management Co Ltd | 6,105 | $3.17M | 0.14% | +471+8.4% | Added |
| Readystate Asset Management LP | 6,101 | $3.17M | 0.17% | +6,101 | New |
| Anchor Investment Management, LLC | 6,098 | $3.17M | 0.30% | +1,135+22.9% | Added |
| Guardian Capital Advisors LP | 6,151 | $3.14M | 0.31% | 00.0% | Unchanged |