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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 9,502 | $3.51M | 0.02% | −2,311−19.6% | Reduced |
| BDF-Gestion | 9,534 | $3.52M | 0.36% | −1,239−11.5% | Reduced |
| Occudo Quantitative Strategies LP | 9,574 | $3.53M | 0.64% | +9,574 | New |
| Sava Infond d.o.o. | 9,600 | $3.54M | 0.63% | +9,600 | New |
| Evergreen Wealth Management, LLC | 9,741 | $3.59M | 2.12% | +4,388+82.0% | Added |
| Agf Management Ltd | 9,782 | $3.61M | 0.02% | +924+10.4% | Added |
| Bokf, NA | 9,586 | $3.65M | 0.06% | −1,085−10.2% | Reduced |
| Rench Wealth Management, Inc. | 9,923 | $3.66M | 1.25% | −628−6.0% | Reduced |
| Rheos Capital Works Inc. | 10,000 | $3.69M | 0.20% | 00.0% | Unchanged |
| Winmill & Co. Inc | 10,040 | $3.70M | 1.20% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 10,233 | $3.77M | 0.30% | −175−1.7% | Reduced |
| Empirical Finance, LLC | 10,300 | $3.80M | 0.22% | +973+10.4% | Added |
| AustralianSuper Pty Ltd | 10,309 | $3.80M | 0.02% | +1,804+21.2% | Added |
| Channing Global Advisors, LLC | 10,325 | $3.81M | 2.54% | +3,161+44.1% | Added |
| New Age Alpha Advisors, LLC | 10,338 | $3.81M | 0.15% | +10,309+35,548.3% | Added |
| Keybank National Association | 10,388 | $3.83M | 0.01% | −1,192−10.3% | Reduced |
| Camden National Bank | 10,428 | $3.85M | 0.58% | +4,934+89.8% | Added |
| E. Ohman J:or Asset Management AB | 10,440 | $3.85M | 0.09% | +1,040+11.1% | Added |
| Mitchell Capital Management Co | 10,441 | $3.85M | 0.67% | −5,388−34.0% | Reduced |
| Metis Global Partners, LLC | 10,446 | $3.85M | 0.12% | −1,618−13.4% | Reduced |
| Verdence Capital Advisors LLC | 10,537 | $3.89M | 0.31% | −8,124−43.5% | Reduced |
| Jump Financial, LLC | 10,578 | $3.90M | 0.08% | −9,782−48.0% | Reduced |
| Kempen Capital Management N.V. | 10,590 | $3.91M | 0.04% | −88−0.8% | Reduced |
| Blume Capital Management, Inc. | 10,649 | $3.93M | 0.88% | +10,649 | New |
| Palmer Knight Co | 10,717 | $3.95M | 1.77% | +213+2.0% | Added |
| Logan Capital Management Inc | 10,722 | $3.96M | 0.17% | −704−6.2% | Reduced |
| Level Four Advisory Services, LLC | 10,810 | $3.99M | 0.16% | −2,403−18.2% | Reduced |
| Norinchukin Bank, The | 10,825 | $3.99M | 0.08% | +1,063+10.9% | Added |
| Ostrum Asset Management | 10,834 | $4.00M | 0.35% | −320−2.9% | Reduced |
| Shell Asset Management Co | 10,837 | $4.00M | 0.17% | +20+0.2% | Added |
| Asio Capital, LLC | 10,910 | $4.02M | 0.76% | +1,221+12.6% | Added |
| Semmax Financial Advisors Inc. | 10,318 | $4.04M | 1.08% | +2,877+38.7% | Added |
| Hilltop Holdings Inc. | 11,017 | $4.06M | 0.26% | −893−7.5% | Reduced |
| New Mexico Educational Retirement Board | 11,046 | $4.08M | 0.14% | −300−2.6% | Reduced |
| NEOS Investment Management LLC | 11,183 | $4.13M | 0.10% | +2,483+28.5% | Added |
| Wolverine Trading, LLC | 11,361 | $4.19M | 0.09% | +10,803+1,936.0% | Added |
| GWM Advisors LLC | 11,381 | $4.20M | 0.03% | −3,275−22.3% | Reduced |
| BNP Paribas | 11,468 | $4.23M | 0.17% | −682−5.6% | Reduced |
| Oxbow Advisors, LLC | 11,573 | $4.27M | 0.50% | +1,147+11.0% | Added |
| Kestra Advisory Services, LLC | 11,639 | $4.29M | 0.02% | −22,575−66.0% | Reduced |
| Walleye Capital LLC | 11,752 | $4.34M | 0.04% | +7,482+175.2% | Added |
| Argent Trust Co | 11,774 | $4.34M | 0.18% | +319+2.8% | Added |
| Beverly Hills Private Wealth, LLC | 11,797 | $4.35M | 0.88% | +2,459+26.3% | Added |
| Cornerstone Advisors, LLC | 11,900 | $4.39M | 0.17% | 00.0% | Unchanged |
| Family Management Corp | 11,947 | $4.41M | 0.71% | +4,621+63.1% | Added |
| Nixon Peabody Trust Co | 11,959 | $4.41M | 0.36% | +11,959 | New |
| Ally Financial Inc. | 12,000 | $4.43M | 0.54% | +8,000+200.0% | Added |
| Te Ahumairangi Investment Management Ltd | 12,020 | $4.43M | 0.93% | +1,512+14.4% | Added |
| Parus Finance (UK) Ltd | 12,406 | $4.58M | 1.43% | +30+0.2% | Added |
| Securian Asset Management, Inc | 12,420 | $4.58M | 0.13% | −383−3.0% | Reduced |
| Pinebridge Investments, L.P. | 12,456 | $4.60M | 0.03% | −15,027−54.7% | Reduced |
| Maryland State Retirement & Pension System | 12,489 | $4.61M | 0.10% | −921−6.9% | Reduced |
| Louisiana State Employees Retirement System | 12,500 | $4.61M | 0.09% | −600−4.6% | Reduced |
| Pacific Capital Partners Ltd | 12,500 | $4.61M | 2.71% | −250−2.0% | Reduced |
| Tower Research Capital LLC (TRC) | 12,775 | $4.71M | 0.09% | +5,320+71.4% | Added |
| MAI Capital Management | 12,906 | $4.76M | 0.04% | −1,509−10.5% | Reduced |
| Advisors Asset Management, Inc. | 12,912 | $4.76M | 0.09% | +4,535+54.1% | Added |
| Clark Capital Management Group, Inc. | 13,090 | $4.83M | 0.03% | −197,923−93.8% | Reduced |
| Quantbot Technologies LP | 13,133 | $4.84M | 0.18% | +13,133 | New |
| River Wealth Advisors LLC | 13,138 | $4.85M | 0.64% | −789−5.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 13,141 | $4.85M | 0.32% | +13,141 | New |
| Sandy Spring Bank | 13,180 | $4.86M | 0.20% | −2,840−17.7% | Reduced |
| Wolverine Asset Management LLC | 13,282 | $4.90M | 0.09% | +10,987+478.7% | Added |
| GHP Investment Advisors, Inc. | 13,288 | $4.90M | 0.23% | −1,300−8.9% | Reduced |
| CCM Investment Group, LLC | 13,378 | $4.93M | 0.54% | +13,378 | New |
| Community Bank & Trust, Waco, Texas | 13,572 | $5.01M | 1.16% | −16−0.1% | Reduced |
| ExodusPoint Capital Management, LP | 13,587 | $5.01M | 0.05% | −73,591−84.4% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 13,787 | $5.09M | 0.75% | +4,673+51.3% | Added |
| Winton Group Ltd | 13,816 | $5.10M | 0.34% | +13,816 | New |
| Jones Financial Companies LLLP | 14,028 | $5.17M | 0.00% | +7,653+120.0% | Added |
| Hartford Investment Management Co | 14,318 | $5.28M | 0.17% | −277−1.9% | Reduced |
| CIBC World Markets Inc. | 14,354 | $5.29M | 0.01% | −1,875−11.6% | Reduced |
| Private Advisory Group LLC | 14,386 | $5.31M | 0.59% | +14,386 | New |
| Kennedy Capital Management, Inc. | 14,403 | $5.31M | 0.12% | +2,981+26.1% | Added |
| Westbourne Investment Advisors, Inc. | 14,413 | $5.32M | 1.82% | +2,283+18.8% | Added |
| Allianz SE | 14,477 | $5.34M | 0.14% | −1,782−11.0% | Reduced |
| Atria Investments LLC | 14,651 | $5.40M | 0.07% | −4,897−25.1% | Reduced |
| GAM Holding AG | 14,709 | $5.43M | 0.40% | −1,032−6.6% | Reduced |
| Toroso Investments, LLC | 14,757 | $5.44M | 0.04% | +4,272+40.7% | Added |
| Van Eck Associates Corp | 14,884 | $5.49M | 0.01% | +2,102+16.4% | Added |
| Vestcor Inc | 14,917 | $5.50M | 0.18% | −230−1.5% | Reduced |
| HB Wealth Management, LLC | 14,951 | $5.52M | 0.06% | −719−4.6% | Reduced |
| Cobalt Capital Management, Inc. | 15,000 | $5.53M | 2.30% | +15,000 | New |
| FORA Capital, LLC | 15,064 | $5.56M | 0.64% | +14,430+2,276.0% | Added |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 15,108 | $5.57M | 1.38% | +6,247+70.5% | Added |
| UniSuper Management Pty Ltd | 15,517 | $5.72M | 0.04% | −9,984−39.2% | Reduced |
| Avantax Advisory Services, Inc. | 15,726 | $5.80M | 0.04% | −2,172−12.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 15,833 | $5.84M | 0.16% | −3,707−19.0% | Reduced |
| Kentucky Retirement Systems | 15,935 | $5.88M | 0.17% | −219−1.4% | Reduced |
| Baird Financial Group, Inc. | 16,132 | $5.95M | 0.01% | −3,249−16.8% | Reduced |
| J. Safra Sarasin Holding AG | 16,193 | $5.97M | 0.10% | −1,117−6.5% | Reduced |
| Fifth Third Bancorp | 16,198 | $5.98M | 0.02% | −5,763−26.2% | Reduced |
| Van Den Berg Management I, Inc | 16,598 | $6.12M | 1.76% | +4,994+43.0% | Added |
| TD Waterhouse Canada Inc. | 16,616 | $6.13M | 0.05% | +46+0.3% | Added |
| Boston Common Asset Management, LLC | 16,726 | $6.17M | 0.18% | +4,637+38.4% | Added |
| Sienna Gestion | 16,819 | $6.20M | 0.42% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 16,944 | $6.25M | 0.06% | −2,442−12.6% | Reduced |
| ProVise Management Group, LLC | 17,143 | $6.32M | 0.54% | −4,665−21.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,196 | $6.34M | 0.06% | −45,199−72.4% | Reduced |
| Sector Gamma AS | 17,279 | $6.37M | 2.19% | −9,000−34.2% | Reduced |