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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 43,554 | $12.9M | 0.03% | +673+1.6% | Added |
| ProShare Advisors LLC | 35,103 | $12.9M | 0.03% | +3,828+12.2% | Added |
| New York Life Investment Management LLC | 35,375 | $13.0M | 0.13% | +452+1.3% | Added |
| Varma Mutual Pension Insurance Co | 35,582 | $13.1M | 0.10% | −5,300−13.0% | Reduced |
| Auxier Asset Management | 35,642 | $13.1M | 2.04% | −1,573−4.2% | Reduced |
| Banco Santander, S.A. | 35,784 | $13.2M | 0.16% | −5,900−14.2% | Reduced |
| Pathstone Holdings, LLC | 36,487 | $13.5M | 0.06% | −6,569−15.3% | Reduced |
| CIBC World Markets Corp | 36,570 | $13.5M | 0.08% | +5,035+16.0% | Added |
| CenterBook Partners LP | 36,712 | $13.5M | 0.81% | +30,954+537.6% | Added |
| Whittier Trust Co of Nevada Inc | 36,806 | $13.6M | 0.33% | +1,446+4.1% | Added |
| Tudor Investment Corp Et Al | 37,049 | $13.7M | 0.15% | −4,129−10.0% | Reduced |
| Assetmark, Inc | 37,498 | $13.8M | 0.04% | +25,363+209.0% | Added |
| Abn Amro Investment Solutions | 37,535 | $13.8M | 0.26% | −236−0.6% | Reduced |
| Bellevue Group AG | 38,343 | $14.1M | 0.27% | −50,985−57.1% | Reduced |
| South State Corp. | 38,579 | $14.2M | 0.93% | −1,902−4.7% | Reduced |
| Intech Investment Management LLC | 38,617 | $14.2M | 0.14% | +11,547+42.7% | Added |
| Utah Retirement Systems | 38,650 | $14.3M | 0.16% | +200+0.5% | Added |
| Yousif Capital Management, LLC | 38,755 | $14.3M | 0.16% | −2,150−5.3% | Reduced |
| ABN AMRO Bank N.V. | 39,492 | $14.4M | 0.19% | +294+0.8% | Added |
| Silvercrest Asset Management Group LLC | 39,119 | $14.4M | 0.10% | +39,119 | New |
| Summit Street Capital Management, LLC | 39,419 | $14.5M | 2.28% | +22,478+132.7% | Added |
| Tamar Securities, LLC | 39,556 | $14.6M | 2.01% | +8,184+26.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 39,815 | $14.7M | 0.03% | +2,991+8.1% | Added |
| Lazard Asset Management LLC | 39,839 | $14.7M | 0.02% | −7,120−15.2% | Reduced |
| GCM Grosvenor Holdings, LLC | 39,942 | $14.7M | 2.11% | −1,760−4.2% | Reduced |
| Hallmark Capital Management Inc | 40,349 | $14.9M | 1.11% | +2,846+7.6% | Added |
| Nearwater Capital Markets, Ltd | 40,670 | $15.0M | 0.43% | +40,670 | New |
| CIBC Asset Management Inc | 40,935 | $15.1M | 0.05% | +6,923+20.4% | Added |
| Captrust Financial Advisors | 41,180 | $15.2M | 0.04% | +2,206+5.7% | Added |
| HighTower Advisors, LLC | 41,357 | $15.3M | 0.02% | −27,656−40.1% | Reduced |
| Adviser Investments LLC | 41,633 | $15.4M | 0.19% | −25,198−37.7% | Reduced |
| Loews Corp | 42,000 | $15.5M | 0.13% | +42,000 | New |
| Engineers Gate Manager LP | 42,180 | $15.6M | 0.27% | +2,020+5.0% | Added |
| LGT Group Foundation | 42,664 | $15.7M | 0.24% | −29,924−41.2% | Reduced |
| Xponance, Inc. | 42,945 | $15.8M | 0.14% | +839+2.0% | Added |
| Vident Advisory, LLC | 43,454 | $16.0M | 0.28% | +33,473+335.4% | Added |
| Polar Capital Holdings Plc | 44,012 | $16.2M | 0.09% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 44,214 | $16.3M | 0.05% | +44,214 | New |
| Capital International Inc | 44,389 | $16.4M | 0.19% | +6,104+15.9% | Added |
| British Columbia Investment Management Corp | 44,406 | $16.4M | 0.10% | +5,624+14.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 44,453 | $16.4M | 1.85% | +1,222+2.8% | Added |
| State of Alaska, Department of Revenue | 44,514 | $16.4M | 0.18% | −6,221−12.3% | Reduced |
| Capitolis Liquid Global Markets LLC | 45,000 | $16.6M | 0.16% | +45,000 | New |
| Amalgamated Bank | 45,243 | $16.7M | 0.14% | −2,750−5.7% | Reduced |
| Rockefeller Capital Management L.P. | 45,258 | $16.7M | 0.04% | −5,145−10.2% | Reduced |
| Illinois Municipal Retirement Fund | 46,106 | $17.0M | 0.24% | −3,900−7.8% | Reduced |
| Mercer Global Advisors Inc | 46,200 | $17.0M | 0.04% | +46,200 | New |
| Comerica Bank | 46,513 | $17.2M | 0.07% | −9,460−16.9% | Reduced |
| IFM Investors Pty Ltd | 46,633 | $17.2M | 0.17% | −3,499−7.0% | Reduced |
| Group One Trading, L.P. | 47,281 | $17.4M | 0.59% | +42,047+803.3% | Added |
| USS Investment Management Ltd | 47,789 | $17.6M | 0.13% | −2,027−4.1% | Reduced |
| Hyperion Capital Advisors LP | 48,998 | $18.1M | 9.29% | +10,105+26.0% | Added |
| Mackenzie Financial Corp | 49,306 | $18.2M | 0.02% | −29,871−37.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 49,314 | $18.2M | 0.11% | −1,165−2.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 49,912 | $18.4M | 0.19% | −2,800−5.3% | Reduced |
| Credit Agricole S A | 49,956 | $18.4M | 0.06% | −14,168−22.1% | Reduced |
| Marex Group plc | 50,000 | $18.4M | 0.31% | −2,215−4.2% | Reduced |
| Cetera Investment Advisers | 50,141 | $18.5M | 0.04% | −4,053−7.5% | Reduced |
| Retirement Systems of Alabama | 50,214 | $18.5M | 0.07% | −347−0.7% | Reduced |
| Czech National Bank | 50,286 | $18.6M | 0.17% | +3,049+6.5% | Added |
| Parkwood LLC | 50,453 | $18.6M | 2.29% | +2,357+4.9% | Added |
| Commonwealth Equity Services, LLC | 50,579 | $18.7M | 0.03% | +1,887+3.9% | Added |
| Eagle Global Advisors LLC | 50,787 | $18.7M | 0.77% | −3,197−5.9% | Reduced |
| Trajan Wealth LLC | 52,381 | $19.3M | 1.07% | +2,839+5.7% | Added |
| Quantitative Investment Management, LLC | 52,854 | $19.5M | 1.46% | +52,854 | New |
| Gotham Asset Management, LLC | 53,686 | $19.8M | 0.19% | +27,033+101.4% | Added |
| Prudential PLC | 54,466 | $20.1M | 0.10% | −1,122−2.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 57,140 | $20.9M | 0.03% | +5,726+11.1% | Added |
| Capital Group Private Client Services, Inc. | 56,765 | $20.9M | 0.19% | −6,512−10.3% | Reduced |
| Portland Investment Counsel Inc. | 58,100 | $21.4M | 5.50% | +58,100 | New |
| DnB Asset Management AS | 59,246 | $21.9M | 0.09% | +3,263+5.8% | Added |
| Iridian Asset Management LLC | 60,197 | $22.2M | 5.91% | +21,043+53.7% | Added |
| TCW Group Inc | 60,429 | $22.3M | 0.19% | −41,211−40.5% | Reduced |
| Glenmede Trust Co NA | 60,525 | $22.3M | 0.11% | −30,175−33.3% | Reduced |
| QRG Capital Management, Inc. | 60,813 | $22.4M | 0.23% | −21,580−26.2% | Reduced |
| US Bancorp | 61,363 | $22.6M | 0.03% | +511+0.8% | Added |
| Corebridge Financial, Inc. | 61,448 | $22.7M | 0.12% | −2,544−4.0% | Reduced |
| Empowered Funds, LLC | 61,872 | $22.8M | 0.33% | +19,907+47.4% | Added |
| Madison Asset Management, LLC | 62,081 | $22.9M | 0.26% | −13,098−17.4% | Reduced |
| Madison Investment Advisors, LLC | 62,081 | $22.9M | 0.26% | +62,081 | New |
| Capital Fund Management S.A. | 62,742 | $23.1M | 0.23% | +62,742 | New |
| MetLife Investment Management | 63,037 | $23.3M | 0.13% | +1,032+1.7% | Added |
| Stanley Capital Management, LLC | 63,119 | $23.3M | 4.53% | +21,019+49.9% | Added |
| Handelsbanken Fonder AB | 63,456 | $23.4M | 0.09% | −11,864−15.8% | Reduced |
| Man Group plc | 63,480 | $23.4M | 0.07% | −122,922−65.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 63,827 | $23.5M | 0.11% | −13,390−17.3% | Reduced |
| iA Global Asset Management Inc. | 64,985 | $24.0M | 0.42% | −8,646−11.7% | Reduced |
| Archon Partners LLC | 65,000 | $24.0M | 2.79% | 00.0% | Unchanged |
| Andra AP-fonden | 66,000 | $24.3M | 0.39% | +10,100+18.1% | Added |
| Cerity Partners LLC | 63,065 | $24.6M | 0.05% | −1,594−2.5% | Reduced |
| Arizona State Retirement System | 66,885 | $24.7M | 0.15% | +246+0.4% | Added |
| CDAM (UK) Ltd | 67,141 | $24.8M | 3.72% | −64,500−49.0% | Reduced |
| Border to Coast Pensions Partnership Ltd | 68,121 | $25.1M | 0.49% | +10,196+17.6% | Added |
| State of Michigan Retirement System | 69,551 | $25.7M | 0.13% | +1,000+1.5% | Added |
| Forsta Ap-Fonden | 70,100 | $25.9M | 0.18% | +900+1.3% | Added |
| CI Private Wealth, LLC | 71,502 | $26.4M | 0.04% | −9,935−12.2% | Reduced |
| Polaris Capital Management, LLC | 73,169 | $27.0M | 1.30% | +400+0.5% | Added |
| Trillium Asset Management, LLC | 73,534 | $27.1M | 0.70% | −26,985−26.8% | Reduced |
| Mariner, LLC | 73,706 | $27.2M | 0.05% | −11,891−13.9% | Reduced |
| Generate Investment Management Ltd | 73,937 | $27.3M | 1.91% | +20,725+38.9% | Added |