Skip to main content

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.

Institutional holdersQ4 2024: 1,609 institutions
Q1 2021: 1,215 institutionsQ2 2021: 1,239 institutionsQ3 2021: 1,221 institutionsQ4 2021: 1,375 institutionsQ1 2022: 1,423 institutionsQ2 2022: 1,443 institutionsQ3 2022: 1,448 institutionsQ4 2022: 1,550 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,672 institutionsQ2 2024: 1,712 institutionsQ3 2024: 1,702 institutionsQ4 2024: 1,609 institutionsQ1 2025: 1,667 institutionsQ2 2025: 1,596 institutionsQ3 2025: 1,512 institutionsQ4 2025: 1,557 institutionsQ1 2026: 1,473 institutionsQ2 2026: 1,615 institutions
Value heldQ4 2024: $76.5B
Q1 2021: $78.2BQ2 2021: $82.8BQ3 2021: $80.6BQ4 2021: $99.3BQ1 2022: $105.7BQ2 2022: $103.2BQ3 2022: $97.0BQ4 2022: $108.8BQ1 2023: $96.9BQ2 2023: $93.1BQ3 2023: $90.8BQ4 2023: $98.1BQ1 2024: $107.7BQ2 2024: $112.7BQ3 2024: $107.2BQ4 2024: $76.5BQ1 2025: $88.6BQ2 2025: $79.7BQ3 2025: $63.3BQ4 2025: $71.0BQ1 2026: $57.1BQ2 2026: $76.8B
Institutions holding ELV and their total value by quarter
QuarterHoldersValue
Q2 20261,615$76.8B
Q1 20261,473$57.1B
Q4 20251,557$71.0B
Q3 20251,512$63.3B
Q2 20251,596$79.7B
Q1 20251,667$88.6B
Q4 20241,609$76.5B
Q3 20241,702$107.2B
Q2 20241,712$112.7B
Q1 20241,672$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,550$108.8B
Q3 20221,448$97.0B
Q2 20221,443$103.2B
Q1 20221,423$105.7B
Q4 20211,375$99.3B
Q3 20211,221$80.6B
Q2 20211,239$82.8B
Q1 20211,215$78.2B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q3 2024.

Institutions holding ELV in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
First Eagle Investment Management, LLC3,225,339$1.19B2.66%+1,039,612+47.6%Added
Capital International Investors3,880,630$1.43B0.27%+35,576+0.9%Added
Sanders Capital, LLC4,686,154$1.73B2.53%+76,896+1.7%Added
Geode Capital Management, LLC4,963,991$1.83B0.14%+115,971+2.4%Added
Wellington Management Group LLP6,355,532$2.34B0.43%+1,893,947+42.5%Added
Price T Rowe Associates Inc10,618,062$3.92B0.45%+464,137+4.6%Added
State Street Corp10,682,293$3.94B0.16%−5,705−0.1%Reduced
BlackRock, Inc.20,442,186$7.54B0.15%−591,440−2.8%Reduced
Vanguard Group Inc21,485,574$7.93B0.14%+138,380+0.6%Added
International Assets Investment Management, LLC0$00.00%−532,638−100.0%Sold out
Holocene Advisors, LP0$00.00%−317,979−100.0%Sold out
Saturna Capital CORP0$00.00%−209,939−100.0%Sold out
SRS Investment Management, LLC0$00.00%−193,569−100.0%Sold out
Brandywine Global Investment Management, LLC0$00.00%−166,762−100.0%Sold out
Junto Capital Management LP0$00.00%−127,608−100.0%Sold out
Employees Retirement System of Texas0$00.00%−126,100−100.0%Sold out
Sound Shore Management Inc0$00.00%−119,497−100.0%Sold out
OrbiMed Advisors LLC0$00.00%−106,200−100.0%Sold out
Coronation Fund Managers Ltd.0$00.00%−90,098−100.0%Sold out
Wedge Capital Management L L P0$00.00%−58,923−100.0%Sold out
Dearborn Partners LLC0$00.00%−57,547−100.0%Sold out
PFM Health Sciences, LP0$00.00%−56,441−100.0%Sold out
Trexquant Investment LP0$00.00%−44,048−100.0%Sold out
Clough Capital Partners L P0$00.00%−32,284−100.0%Sold out
Guardian Point Capital, LP0$00.00%−25,000−100.0%Sold out
BlackBarn Capital Partners LP0$00.00%−22,500−100.0%Sold out
Executive Wealth Management, LLC0$00.00%−20,963−100.0%Sold out
Cumberland Partners Ltd0$00.00%−19,396−100.0%Sold out
Greystone Financial Group, LLC0$00.00%−19,374−100.0%Sold out
Moran Wealth Management, LLC0$00.00%−17,063−100.0%Sold out
Chiron Investment Management, LLC0$00.00%−16,121−100.0%Sold out
Siemens Fonds Invest GmbH0$00.00%−15,150−100.0%Sold out
Atom Investors LP0$00.00%−13,170−100.0%Sold out
Leuthold Group, LLC0$00.00%−12,700−100.0%Sold out
Bamco Inc0$00.00%−11,600−100.0%Sold out
Longbow Finance SA0$00.00%−10,962−100.0%Sold out
Buffington Mohr McNeal0$00.00%−10,684−100.0%Sold out
Impact Asset Management GmbH0$00.00%−10,370−100.0%Sold out
Veriti Management LLC0$00.00%−10,313−100.0%Sold out
Globeflex Capital L P0$00.00%−10,227−100.0%Sold out
Simplify Asset Management Inc.0$00.00%−8,762−100.0%Sold out
Kentucky Retirement Systems Insurance Trust Fund0$00.00%−6,866−100.0%Sold out
FJ Capital Management LLC0$00.00%−6,472−100.0%Sold out
Second Half Financial Partners, LLC0$00.00%−6,462−100.0%Sold out
Hohimer Wealth Management, LLC0$00.00%−6,358−100.0%Sold out
Greenup Street Wealth Management LLC0$00.00%−6,131−100.0%Sold out
LS Investment Advisors, LLC0$00.00%−5,837−100.0%Sold out
Fred Alger Management, LLC0$00.00%−5,730−100.0%Sold out
Harbert Fund Advisors, Inc.0$00.00%−5,250−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−5,081−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−4,923−100.0%Sold out
Scholtz & Company, LLC0$00.00%−4,827−100.0%Sold out
Lakeview Capital Partners, LLC0$00.00%−4,785−100.0%Sold out
Avitas Wealth Management LLC0$00.00%−4,674−100.0%Sold out
Horizon Investment Services, LLC0$00.00%−4,097−100.0%Sold out
Oak Thistle LLC0$00.00%−3,744−100.0%Sold out
Cohen Klingenstein LLC0$00.00%−3,600−100.0%Sold out
Summit Trail Advisors, LLC0$00.00%−3,545−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−3,352−100.0%Sold out
Freedom Day Solutions, LLC0$00.00%−3,335−100.0%Sold out
Insight Wealth Strategies, LLC0$00.00%−3,083−100.0%Sold out
Foresight Global Investors, Inc.0$00.00%−2,995−100.0%Sold out
Cunning Capital Partners, LP0$00.00%−2,880−100.0%Sold out
Oxford Wealth Group, LLC0$00.00%−2,863−100.0%Sold out
Churchill Management Corp0$00.00%−2,851−100.0%Sold out
Mission Creek Capital Partners, Inc.0$00.00%−2,808−100.0%Sold out
First Business Financial Services, Inc.0$00.00%−2,635−100.0%Sold out
HighVista Strategies LLC0$00.00%−2,500−100.0%Sold out
EHP Funds Inc.0$00.00%−2,500−100.0%Sold out
TriaGen Wealth Management LLC0$00.00%−2,465−100.0%Sold out
Simplicity Wealth,LLC0$00.00%−2,300−100.0%Sold out
Paloma Partners Management Co0$00.00%−2,264−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−2,245−100.0%Sold out
PGGM Investments0$00.00%−2,215−100.0%Sold out
USA Financial Portformulas Corp0$00.00%−2,093−100.0%Sold out
La Banque Postale Asset Management SA0$00.00%−2,091−100.0%Sold out
Delphi Management Inc0$00.00%−1,893−100.0%Sold out
OmniStar Financial Group, Inc.0$00.00%−1,744−100.0%Sold out
StoneX Group Inc.0$00.00%−1,736−100.0%Sold out
Baader Bank INC0$00.00%−1,710−100.0%Sold out
Virtus ETF Advisers LLC0$00.00%−1,678−100.0%Sold out
Chicago Trust Co NA0$00.00%−1,667−100.0%Sold out
Bridgeway Capital Management, LLC0$00.00%−1,650−100.0%Sold out
New England Research & Management, Inc.0$00.00%−1,650−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−1,586−100.0%Sold out
Westfield Capital Management Co LP0$00.00%−1,551−100.0%Sold out
KG&L Capital Management,LLC0$00.00%−1,510−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−1,479−100.0%Sold out
Everhart Financial Group, Inc.0$00.00%−1,384−100.0%Sold out
Genesee Capital Advisors, LLC0$00.00%−1,376−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−1,314−100.0%Sold out
Constitution Capital LLC0$00.00%−1,300−100.0%Sold out
Holderness Investments Co0$00.00%−1,261−100.0%Sold out
CFO4Life Group, LLC0$00.00%−1,178−100.0%Sold out
Sonoma Private Wealth LLC0$00.00%−1,152−100.0%Sold out
Northwest Bancshares, Inc.0$00.00%−1,134−100.0%Sold out
Stiles Financial Services Inc0$00.00%−1,126−100.0%Sold out
Seven Eight Capital, LP0$00.00%−1,116−100.0%Sold out
Sentry Investment Management LLC0$00.00%−1,111−100.0%Sold out
MQS Management LLC0$00.00%−1,108−100.0%Sold out