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, Q4 2024
Institutional positions in Elevance Health, Inc. as of Dec 31, 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
- 1,609
- −61 vs. Q3 2024
- Shares held
- 208.0M
- +1.47M (+0.7%) vs. Q3 2024
- Total value
- $76.5B
- −$30.4B (−28.4%) vs. Q3 2024
- New holders
- 223
- 473 more added
- Sold out
- 284
- 737 more reduced
32 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fort Washington Investment Advisors Inc | 5,499 | $2.03M | 0.01% | −675−10.9% | Reduced |
| Warren Averett Asset Management, LLC | 5,510 | $2.03M | 0.03% | +2,233+68.1% | Added |
| D.A. Davidson & Co. | 5,516 | $2.03M | 0.02% | −282−4.9% | Reduced |
| Brevan Howard Capital Management LP | 5,548 | $2.05M | 0.05% | +2,568+86.2% | Added |
| Clearbridge Investments, LLC | 5,581 | $2.06M | 0.00% | −218,182−97.5% | Reduced |
| Oppenheimer & Co Inc | 5,621 | $2.07M | 0.03% | +122+2.2% | Added |
| Plato Investment Management Ltd | 5,637 | $2.09M | 0.15% | −753−11.8% | Reduced |
| Ninety One SA (PTY) Ltd | 5,674 | $2.09M | 0.46% | −11,554−67.1% | Reduced |
| Castellan Group, LLC | 5,720 | $2.11M | 0.91% | +551+10.7% | Added |
| Cynosure Management, LLC | 5,735 | $2.12M | 0.32% | +4,968+647.7% | Added |
| Strategy Asset Managers LLC | 5,740 | $2.12M | 0.41% | −1,203−17.3% | Reduced |
| Panagora Asset Management Inc | 5,752 | $2.12M | 0.01% | −57,824−91.0% | Reduced |
| Chemistry Wealth Management LLC | 5,766 | $2.13M | 0.50% | −1,027−15.1% | Reduced |
| Sequoia Financial Advisors, LLC | 5,804 | $2.14M | 0.02% | −861−12.9% | Reduced |
| Headlands Technologies LLC | 5,809 | $2.14M | 0.22% | +1,000+20.8% | Added |
| Alpine Woods Capital Investors, LLC | 5,832 | $2.15M | 0.41% | +750+14.8% | Added |
| Greenleaf Trust | 5,891 | $2.17M | 0.02% | −1,162−16.5% | Reduced |
| Transform Wealth, LLC | 5,934 | $2.19M | 0.12% | −191−3.1% | Reduced |
| Virtu Financial LLC | 5,968 | $2.20M | 0.12% | +530+9.7% | Added |
| Community Bank, N.A. | 6,025 | $2.22M | 0.29% | +990+19.7% | Added |
| Jackson Hole Capital Partners, LLC | 6,029 | $2.22M | 0.45% | −133−2.2% | Reduced |
| Kestra Private Wealth Services, LLC | 6,035 | $2.23M | 0.04% | −2,707−31.0% | Reduced |
| United Capital Financial Advisers, LLC | 6,096 | $2.25M | 0.02% | −1,379−18.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,106 | $2.25M | 0.08% | +10.0% | Added |
| Vontobel Holding Ltd. | 6,160 | $2.27M | 0.01% | −8,939−59.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,153 | $2.28M | 0.03% | −115−1.8% | Reduced |
| Trivant Custom Portfolio Group, LLC | 6,237 | $2.30M | 1.34% | −81−1.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,249 | $2.31M | 0.66% | −87−1.4% | Reduced |
| Guardian Partners Inc. | 6,016 | $2.31M | 0.23% | +6,016 | New |
| Ascent Group, LLC | 6,258 | $2.31M | 0.17% | +102+1.7% | Added |
| Sone Capital Management, LLC | 6,261 | $2.31M | 0.29% | +6,261 | New |
| GLOBALT Investments LLC | 6,282 | $2.32M | 0.09% | −575−8.4% | Reduced |
| Wetherby Asset Management Inc | 6,304 | $2.33M | 0.11% | −1,420−18.4% | Reduced |
| Wealthfront Advisers LLC | 6,308 | $2.33M | 0.01% | −7,006−52.6% | Reduced |
| Signature Estate & Investment Advisors LLC | 6,331 | $2.34M | 0.06% | +116+1.9% | Added |
| Belpointe Asset Management LLC | 4,208 | $2.34M | 0.14% | +861+25.7% | Added |
| Savant Capital, LLC | 6,361 | $2.35M | 0.02% | −1,255−16.5% | Reduced |
| TownSquare Capital, LLC | 6,367 | $2.35M | 0.03% | −2,360−27.0% | Reduced |
| RDA Financial Network | 6,384 | $2.36M | 0.69% | +32+0.5% | Added |
| Pinkerton Retirement Specialists, LLC | 6,441 | $2.38M | 0.34% | +454+7.6% | Added |
| Garrison Bradford & Associates Inc | 6,468 | $2.39M | 2.50% | −799−11.0% | Reduced |
| Edmp, Inc. | 6,473 | $2.39M | 2.27% | +111+1.7% | Added |
| Park Avenue Securities LLC | 6,700 | $2.47M | 0.03% | −2,602−28.0% | Reduced |
| Earnest Partners LLC | 6,748 | $2.49M | 0.01% | −74−1.1% | Reduced |
| Icon Advisers Inc | 6,773 | $2.50M | 0.56% | −1,027−13.2% | Reduced |
| Burney Co | 6,840 | $2.52M | 0.09% | −498−6.8% | Reduced |
| Coastline Trust Co | 6,844 | $2.52M | 0.30% | −117−1.7% | Reduced |
| Bull Street Advisors, LLC | 6,901 | $2.55M | 1.23% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 6,922 | $2.55M | 0.42% | −7,147−50.8% | Reduced |
| Allstate Corp | 6,927 | $2.56M | 0.08% | +6,927 | New |
| Blair William & Co | 7,056 | $2.60M | 0.01% | −8,580−54.9% | Reduced |
| Caption Management, LLC | 7,065 | $2.61M | 0.11% | +7,065 | New |
| Family Legacy, Inc. | 6,831 | $2.62M | 0.89% | +232+3.5% | Added |
| Maia Wealth LLC | 6,432 | $2.65M | 0.57% | +1,047+19.4% | Added |
| Voleon Capital Management LP | 7,233 | $2.67M | 0.20% | +7,233 | New |
| Timber Creek Capital Management LLC | 7,350 | $2.71M | 0.78% | +1,107+17.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,364 | $2.72M | 0.06% | +14+0.2% | Added |
| Hamilton Capital Partners Inc. | 7,383 | $2.72M | 0.20% | −798−9.8% | Reduced |
| Anchor Investment Management, LLC | 7,401 | $2.73M | 0.25% | +1,303+21.4% | Added |
| Everence Capital Management Inc | 7,510 | $2.77M | 0.18% | −1,500−16.6% | Reduced |
| Round Rock Advisors, LLC | 7,298 | $2.77M | 0.57% | +89+1.2% | Added |
| Ieq Capital, LLC | 7,531 | $2.78M | 0.03% | −2,863−27.5% | Reduced |
| Burling Wealth Partners, LLC | 7,540 | $2.78M | 0.57% | +7,540 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,555 | $2.79M | 0.00% | −26,671−77.9% | Reduced |
| Radnor Capital Management, LLC | 7,565 | $2.79M | 0.47% | −425−5.3% | Reduced |
| Dynamic Advisor Solutions LLC | 7,571 | $2.79M | 0.12% | +1,393+22.5% | Added |
| Tandem Capital Management Corp | 7,663 | $2.83M | 1.51% | −18−0.2% | Reduced |
| Resources Investment Advisors, LLC. | 7,823 | $2.89M | 0.03% | +795+11.3% | Added |
| Readystate Asset Management LP | 7,839 | $2.89M | 0.12% | +1,738+28.5% | Added |
| Oppenheimer Asset Management Inc. | 7,856 | $2.90M | 0.04% | +158+2.1% | Added |
| LMR Partners LLP | 7,887 | $2.91M | 0.05% | −55−0.7% | Reduced |
| Arnhold LLC | 7,899 | $2.91M | 0.29% | +7,899 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $2.95M | 0.66% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 8,032 | $2.96M | 0.07% | −409−4.8% | Reduced |
| Tiaa Trust, National Association | 8,126 | $3.00M | 0.01% | −837−9.3% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 8,132 | $3.00M | 0.35% | −5,071−38.4% | Reduced |
| Synovus Financial Corp | 8,180 | $3.02M | 0.04% | −31−0.4% | Reduced |
| Stanley-Laman Group, Ltd. | 8,208 | $3.03M | 0.43% | +648+8.6% | Added |
| Benedict Financial Advisors Inc | 8,216 | $3.03M | 0.74% | −34−0.4% | Reduced |
| Sciencast Management LP | 8,248 | $3.04M | 0.83% | +8,248 | New |
| Nomura Holdings Inc | 8,335 | $3.07M | 0.02% | +5,234+168.8% | Added |
| Portfolio Design Labs, LLC | 8,403 | $3.10M | 0.64% | +2,296+37.6% | Added |
| Quantinno Capital Management LP | 8,520 | $3.14M | 0.03% | −3,369−28.3% | Reduced |
| Acadian Asset Management LLC | 8,545 | $3.15M | 0.01% | +6,389+296.3% | Added |
| Mediolanum International Funds Ltd | 8,608 | $3.17M | 0.04% | +280+3.4% | Added |
| Voya Financial Advisors, Inc. | 8,595 | $3.17M | 0.34% | +1,832+27.1% | Added |
| Cary Street Partners Financial LLC | 8,672 | $3.20M | 0.10% | +8,672 | New |
| Kingswood Wealth Advisors, LLC | 8,705 | $3.21M | 0.24% | −2,028−18.9% | Reduced |
| Groupama Asset Managment | 8,726 | $3.22M | 0.07% | −4,714−35.1% | Reduced |
| Clearstead Advisors, LLC | 8,775 | $3.24M | 0.05% | +12+0.1% | Added |
| Delta Investment Management, LLC | 8,987 | $3.32M | 0.65% | +8,987 | New |
| Liberty One Investment Management, LLC | 9,079 | $3.35M | 0.36% | +1,096+13.7% | Added |
| Manning & Napier Advisors LLC | 9,146 | $3.37M | 0.04% | +9,146 | New |
| Tocqueville Asset Management L.P. | 9,171 | $3.38M | 0.05% | +670+7.9% | Added |
| SG Americas Securities, LLC | 9,178 | $3.39M | 0.01% | −8,764−48.8% | Reduced |
| Cresset Asset Management, LLC | 9,224 | $3.40M | 0.02% | −32,802−78.1% | Reduced |
| Hunter Perkins Capital Management, LLC | 9,303 | $3.43M | 0.72% | +9,303 | New |
| Jain Global LLC | 9,366 | $3.46M | 0.10% | +9,366 | New |
| JB Capital LLC | 9,384 | $3.46M | 0.19% | +8,038+597.2% | Added |
| Peapack Gladstone Financial Corp | 9,425 | $3.48M | 0.05% | −262−2.7% | Reduced |