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 |
|---|---|---|---|---|---|
| Oddo BHF Asset Management SAS | 17,425 | $6.43M | 0.32% | −3,503−16.7% | Reduced |
| Alberta Investment Management Corp | 17,611 | $6.50M | 0.04% | +8,808+100.1% | Added |
| Avanza Fonder AB | 17,869 | $6.59M | 0.20% | +17,869 | New |
| Gulf International Bank (UK) Ltd | 17,960 | $6.63M | 0.17% | −204−1.1% | Reduced |
| Great Lakes Advisors, LLC | 18,099 | $6.68M | 0.06% | −2,705−13.0% | Reduced |
| Unisphere Establishment | 18,300 | $6.75M | 0.06% | −8,500−31.7% | Reduced |
| Principal Securities, Inc. | 18,374 | $6.78M | 0.15% | +2,475+15.6% | Added |
| Investment Management Corp of Ontario | 18,411 | $6.79M | 0.22% | −6,030−24.7% | Reduced |
| Guggenheim Capital LLC | 18,993 | $7.01M | 0.06% | −1,353−6.6% | Reduced |
| LMCG Investments, LLC | 19,401 | $7.16M | 0.44% | −597−3.0% | Reduced |
| Oregon Public Employees Retirement Fund | 19,879 | $7.33M | 0.13% | +10+0.1% | Added |
| Cna Financial Corp | 20,000 | $7.38M | 4.57% | +20,000 | New |
| Hardman Johnston Global Advisors LLC | 20,020 | $7.39M | 0.30% | −1,138−5.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 20,156 | $7.44M | 0.01% | −271−1.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 20,393 | $7.52M | 0.08% | −18,565−47.7% | Reduced |
| Dana Investment Advisors, Inc. | 20,501 | $7.56M | 0.25% | +2,558+14.3% | Added |
| Balyasny Asset Management LLC | 20,511 | $7.57M | 0.02% | −115,037−84.9% | Reduced |
| Pensionmark Financial Group, LLC | 20,537 | $7.58M | 0.21% | +3,509+20.6% | Added |
| Capstone Investment Advisors, LLC | 20,686 | $7.63M | 0.08% | +17,613+573.2% | Added |
| Stephens Inc | 21,034 | $7.76M | 0.11% | +156+0.7% | Added |
| Elo Mutual Pension Insurance Co | 21,161 | $7.81M | 0.17% | −929−4.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 21,279 | $7.85M | 0.11% | −1,148−5.1% | Reduced |
| Ci Investments Inc. | 21,300 | $7.86M | 0.03% | −43,451−67.1% | Reduced |
| First Citizens Bank & Trust Co | 21,395 | $7.89M | 0.14% | −1,428−6.3% | Reduced |
| Colony Group, LLC | 21,470 | $7.92M | 0.02% | −955−4.3% | Reduced |
| Crossmark Global Holdings, Inc. | 21,815 | $8.05M | 0.15% | −669−3.0% | Reduced |
| Mizuho Securities USA LLC | 21,981 | $8.11M | 0.15% | +6,944+46.2% | Added |
| Campbell & CO Investment Adviser LLC | 22,085 | $8.15M | 0.63% | +11,806+114.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 22,180 | $8.18M | 0.09% | +22,180 | New |
| Jefferies Financial Group Inc. | 22,335 | $8.24M | 0.09% | −3,504−13.6% | Reduced |
| Punch & Associates Investment Management, Inc. | 22,394 | $8.26M | 0.45% | −183−0.8% | Reduced |
| Diversified Trust Co | 22,576 | $8.33M | 0.20% | +2,725+13.7% | Added |
| Rhenman & Partners Asset Management AB | 23,150 | $8.54M | 0.88% | −27,350−54.2% | Reduced |
| HRT Financial LP | 23,193 | $8.55M | 0.04% | +15,310+194.2% | Added |
| Creative Planning | 23,248 | $8.58M | 0.01% | −7,086−23.4% | Reduced |
| Artemis Investment Management LLP | 23,290 | $8.59M | 0.12% | −166,974−87.8% | Reduced |
| Geneos Wealth Management Inc. | 23,322 | $8.60M | 0.30% | +1,853+8.6% | Added |
| O'Shaughnessy Asset Management, LLC | 23,419 | $8.64M | 0.07% | −7,399−24.0% | Reduced |
| Achmea Investment Management B.V. | 23,451 | $8.65M | 0.14% | −30,608−56.6% | Reduced |
| Kingsview Wealth Management, LLC | 23,501 | $8.67M | 0.17% | +6,250+36.2% | Added |
| Liontrust Investment Partners LLP | 23,867 | $8.80M | 0.13% | −27,257−53.3% | Reduced |
| Fisher Funds Management LTD | 23,879 | $8.82M | 0.21% | +23,879 | New |
| Greatmark Investment Partners, Inc. | 23,928 | $8.83M | 1.20% | +4,678+24.3% | Added |
| Modera Wealth Management, LLC | 23,934 | $8.83M | 0.11% | +69+0.3% | Added |
| Huntington National Bank | 24,077 | $8.88M | 0.06% | −8,415−25.9% | Reduced |
| Edgestream Partners, L.P. | 24,194 | $8.93M | 0.38% | +23,171+2,265.0% | Added |
| Kames Capital plc | 24,316 | $8.97M | 0.12% | −7,714−24.1% | Reduced |
| Ethic Inc. | 24,399 | $9.00M | 0.18% | +5,471+28.9% | Added |
| Scotia Capital Inc. | 24,491 | $9.04M | 0.05% | +3,583+17.1% | Added |
| Channing Capital Management, LLC | 24,619 | $9.08M | 0.24% | +24,619 | New |
| National Philanthropic Trust | 24,759 | $9.13M | 0.13% | +3,265+15.2% | Added |
| Calamos Advisors LLC | 24,774 | $9.14M | 0.04% | +131+0.5% | Added |
| Summit Global Investments | 24,972 | $9.21M | 0.58% | −2,544−9.2% | Reduced |
| Prana Capital Management, LP | 25,083 | $9.25M | 0.44% | −26,132−51.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 25,118 | $9.27M | 0.59% | −2,966−10.6% | Reduced |
| South Dakota Investment Council | 25,351 | $9.35M | 0.19% | 00.0% | Unchanged |
| Unison Asset Management LLC | 25,557 | $9.43M | 4.62% | +1,526+6.4% | Added |
| Impax Asset Management Group plc | 25,596 | $9.44M | 0.04% | +291+1.1% | Added |
| Banque Pictet & Cie SA | 26,168 | $9.65M | 0.09% | +8,081+44.7% | Added |
| Rafferty Asset Management, LLC | 26,295 | $9.70M | 0.03% | +2,775+11.8% | Added |
| Firetrail Investments Pty Ltd | 26,355 | $9.76M | 2.92% | −1,280−4.6% | Reduced |
| JustInvest LLC | 26,651 | $9.83M | 0.15% | −1,980−6.9% | Reduced |
| Verition Fund Management LLC | 26,707 | $9.85M | 0.05% | +6,626+33.0% | Added |
| MUFG Securities EMEA plc | 27,000 | $9.96M | 0.19% | +27,000 | New |
| Swiss Life Asset Management Ltd | 27,044 | $9.96M | 0.07% | −2,164−7.4% | Reduced |
| Northwest & Ethical Investments L.P. | 27,043 | $9.98M | 0.27% | +11,066+69.3% | Added |
| North Growth Management Ltd. | 28,000 | $10.2M | 1.94% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 28,036 | $10.3M | 0.55% | +200+0.7% | Added |
| Foundry Partners, LLC | 28,320 | $10.4M | 0.53% | −17,945−38.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 28,330 | $10.5M | 0.03% | −2,264−7.4% | Reduced |
| Spears Abacus Advisors LLC | 28,422 | $10.5M | 0.22% | −37,810−57.1% | Reduced |
| Nissay Asset Management Corp | 28,490 | $10.6M | 0.06% | −21−0.1% | Reduced |
| Pacer Advisors, Inc. | 28,837 | $10.6M | 0.02% | +4,249+17.3% | Added |
| Martingale Asset Management L P | 29,039 | $10.7M | 0.26% | −32,438−52.8% | Reduced |
| Eversept Partners, LP | 29,178 | $10.8M | 1.11% | +9,713+49.9% | Added |
| Mutual of America Capital Management LLC | 29,293 | $10.8M | 0.12% | −881−2.9% | Reduced |
| Washington Trust Bank | 29,472 | $10.9M | 1.04% | +125+0.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 29,579 | $10.9M | 0.11% | +1,569+5.6% | Added |
| ING Groep NV | 29,621 | $10.9M | 0.07% | +29,621 | New |
| Smith, Salley & Associates | 29,705 | $11.0M | 0.70% | −1,380−4.4% | Reduced |
| Morningstar Investment Services LLC | 29,745 | $11.0M | 1.00% | −218,026−88.0% | Reduced |
| Gabelli Funds LLC | 30,000 | $11.1M | 0.08% | −300−1.0% | Reduced |
| Generali Asset Management SPA SGR | 30,028 | $11.1M | 0.28% | +30,028 | New |
| M&T Bank Corp | 30,038 | $11.1M | 0.04% | −1,744−5.5% | Reduced |
| Boston Private Wealth LLC | 30,114 | $11.1M | 0.21% | +30,114 | New |
| Edmond de Rothschild Holding S.A. | 30,308 | $11.2M | 0.19% | +508+1.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 30,403 | $11.2M | 0.04% | −848−2.7% | Reduced |
| Public Employees Retirement Association of Colorado | 30,590 | $11.3M | 0.04% | −1,598−5.0% | Reduced |
| Unigestion Holding SA | 30,849 | $11.4M | 0.66% | −11,101−26.5% | Reduced |
| Kingdon Capital Management, L.L.C. | 31,050 | $11.5M | 1.96% | +31,050 | New |
| Kovitz Investment Group Partners, LLC | 31,120 | $11.5M | 0.06% | +2,369+8.2% | Added |
| Grafton Street Partners Fund, LP | 31,215 | $11.5M | 8.37% | +31,215 | New |
| Federated Hermes, Inc. | 31,534 | $11.6M | 0.03% | −18,901−37.5% | Reduced |
| Lawson Kroeker Investment Management Inc | 32,088 | $11.8M | 2.23% | +4,372+15.8% | Added |
| FineMark National Bank & Trust | 32,153 | $11.9M | 0.41% | −661−2.0% | Reduced |
| Daiwa Securities Group Inc. | 32,291 | $11.9M | 0.05% | +3,190+11.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 32,718 | $12.1M | 0.05% | −2,164−6.2% | Reduced |
| Tredje AP-fonden | 32,904 | $12.1M | 0.11% | −22,012−40.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 33,036 | $12.2M | 0.37% | +787+2.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 33,766 | $12.5M | 0.12% | +33,766 | New |