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 | 1,703 | $107.2B |
| Q2 2024 | 1,713 | $112.7B |
| Q1 2024 | 1,673 | $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 | 1,551 | $108.8B |
| Q3 2022 | 1,449 | $97.0B |
| Q2 2022 | 1,444 | $103.2B |
| Q1 2022 | 1,424 | $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 |
|---|---|---|---|---|---|
| CenterBook Partners LP | 36,712 | $13.5M | 0.81% | +30,954+537.6% | Added |
| CIBC World Markets Corp | 36,570 | $13.5M | 0.08% | +5,035+16.0% | Added |
| Pathstone Holdings, LLC | 36,487 | $13.5M | 0.06% | −6,569−15.3% | Reduced |
| Banco Santander, S.A. | 35,784 | $13.2M | 0.16% | −5,900−14.2% | Reduced |
| Auxier Asset Management | 35,642 | $13.1M | 2.04% | −1,573−4.2% | Reduced |
| Varma Mutual Pension Insurance Co | 35,582 | $13.1M | 0.10% | −5,300−13.0% | Reduced |
| New York Life Investment Management LLC | 35,375 | $13.0M | 0.13% | +452+1.3% | Added |
| ProShare Advisors LLC | 35,103 | $12.9M | 0.03% | +3,828+12.2% | Added |
| Advisor Group Holdings, Inc. | 43,554 | $12.9M | 0.03% | +673+1.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 33,766 | $12.5M | 0.12% | +33,766 | New |
| NorthCrest Asset Manangement, LLC | 33,036 | $12.2M | 0.37% | +787+2.4% | Added |
| Tredje AP-fonden | 32,904 | $12.1M | 0.11% | −22,012−40.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 32,718 | $12.1M | 0.05% | −2,164−6.2% | Reduced |
| Daiwa Securities Group Inc. | 32,291 | $11.9M | 0.05% | +3,190+11.0% | Added |
| FineMark National Bank & Trust | 32,153 | $11.9M | 0.41% | −661−2.0% | Reduced |
| Lawson Kroeker Investment Management Inc | 32,088 | $11.8M | 2.23% | +4,372+15.8% | Added |
| Federated Hermes, Inc. | 31,534 | $11.6M | 0.03% | −18,901−37.5% | Reduced |
| Grafton Street Partners Fund, LP | 31,215 | $11.5M | 8.37% | +31,215 | New |
| Kovitz Investment Group Partners, LLC | 31,120 | $11.5M | 0.06% | +2,369+8.2% | Added |
| Kingdon Capital Management, L.L.C. | 31,050 | $11.5M | 1.96% | +31,050 | New |
| Unigestion Holding SA | 30,849 | $11.4M | 0.66% | −11,101−26.5% | Reduced |
| Public Employees Retirement Association of Colorado | 30,590 | $11.3M | 0.04% | −1,598−5.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 30,403 | $11.2M | 0.04% | −848−2.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 30,308 | $11.2M | 0.19% | +508+1.7% | Added |
| Boston Private Wealth LLC | 30,114 | $11.1M | 0.21% | +30,114 | New |
| M&T Bank Corp | 30,038 | $11.1M | 0.04% | −1,744−5.5% | Reduced |
| Generali Asset Management SPA SGR | 30,028 | $11.1M | 0.28% | +30,028 | New |
| Gabelli Funds LLC | 30,000 | $11.1M | 0.08% | −300−1.0% | Reduced |
| Morningstar Investment Services LLC | 29,745 | $11.0M | 1.00% | −218,026−88.0% | Reduced |
| Smith, Salley & Associates | 29,705 | $11.0M | 0.70% | −1,380−4.4% | Reduced |
| ING Groep NV | 29,621 | $10.9M | 0.07% | +29,621 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 29,579 | $10.9M | 0.11% | +1,569+5.6% | Added |
| Washington Trust Bank | 29,472 | $10.9M | 1.04% | +125+0.4% | Added |
| Mutual of America Capital Management LLC | 29,293 | $10.8M | 0.12% | −881−2.9% | Reduced |
| Eversept Partners, LP | 29,178 | $10.8M | 1.11% | +9,713+49.9% | Added |
| Martingale Asset Management L P | 29,039 | $10.7M | 0.26% | −32,438−52.8% | Reduced |
| Pacer Advisors, Inc. | 28,837 | $10.6M | 0.02% | +4,249+17.3% | Added |
| Nissay Asset Management Corp | 28,490 | $10.6M | 0.06% | −21−0.1% | Reduced |
| Spears Abacus Advisors LLC | 28,422 | $10.5M | 0.22% | −37,810−57.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 28,330 | $10.5M | 0.03% | −2,264−7.4% | Reduced |
| Foundry Partners, LLC | 28,320 | $10.4M | 0.53% | −17,945−38.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 28,036 | $10.3M | 0.55% | +200+0.7% | Added |
| North Growth Management Ltd. | 28,000 | $10.2M | 1.94% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 27,043 | $9.98M | 0.27% | +11,066+69.3% | Added |
| Swiss Life Asset Management Ltd | 27,044 | $9.96M | 0.07% | −2,164−7.4% | Reduced |
| MUFG Securities EMEA plc | 27,000 | $9.96M | 0.19% | +27,000 | New |
| Verition Fund Management LLC | 26,707 | $9.85M | 0.05% | +6,626+33.0% | Added |
| JustInvest LLC | 26,651 | $9.83M | 0.15% | −1,980−6.9% | Reduced |
| Firetrail Investments Pty Ltd | 26,355 | $9.76M | 2.92% | −1,280−4.6% | Reduced |
| Rafferty Asset Management, LLC | 26,295 | $9.70M | 0.03% | +2,775+11.8% | Added |
| Banque Pictet & Cie SA | 26,168 | $9.65M | 0.09% | +8,081+44.7% | Added |
| Impax Asset Management Group plc | 25,596 | $9.44M | 0.04% | +291+1.1% | Added |
| Unison Asset Management LLC | 25,557 | $9.43M | 4.62% | +1,526+6.4% | Added |
| South Dakota Investment Council | 25,351 | $9.35M | 0.19% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 25,118 | $9.27M | 0.59% | −2,966−10.6% | Reduced |
| Prana Capital Management, LP | 25,083 | $9.25M | 0.44% | −26,132−51.0% | Reduced |
| Summit Global Investments | 24,972 | $9.21M | 0.58% | −2,544−9.2% | Reduced |
| Calamos Advisors LLC | 24,774 | $9.14M | 0.04% | +131+0.5% | Added |
| National Philanthropic Trust | 24,759 | $9.13M | 0.13% | +3,265+15.2% | Added |
| Channing Capital Management, LLC | 24,619 | $9.08M | 0.24% | +24,619 | New |
| Scotia Capital Inc. | 24,491 | $9.04M | 0.05% | +3,583+17.1% | Added |
| Ethic Inc. | 24,399 | $9.00M | 0.18% | +5,471+28.9% | Added |
| Kames Capital plc | 24,316 | $8.97M | 0.12% | −7,714−24.1% | Reduced |
| Edgestream Partners, L.P. | 24,194 | $8.93M | 0.38% | +23,171+2,265.0% | Added |
| Huntington National Bank | 24,077 | $8.88M | 0.06% | −8,415−25.9% | Reduced |
| Modera Wealth Management, LLC | 23,934 | $8.83M | 0.11% | +69+0.3% | Added |
| Greatmark Investment Partners, Inc. | 23,928 | $8.83M | 1.20% | +4,678+24.3% | Added |
| Fisher Funds Management LTD | 23,879 | $8.82M | 0.21% | +23,879 | New |
| Liontrust Investment Partners LLP | 23,867 | $8.80M | 0.13% | −27,257−53.3% | Reduced |
| Kingsview Wealth Management, LLC | 23,501 | $8.67M | 0.17% | +6,250+36.2% | Added |
| Achmea Investment Management B.V. | 23,451 | $8.65M | 0.14% | −30,608−56.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 23,419 | $8.64M | 0.07% | −7,399−24.0% | Reduced |
| Geneos Wealth Management Inc. | 23,322 | $8.60M | 0.30% | +1,853+8.6% | Added |
| Artemis Investment Management LLP | 23,290 | $8.59M | 0.12% | −166,974−87.8% | Reduced |
| Creative Planning | 23,248 | $8.58M | 0.01% | −7,086−23.4% | Reduced |
| HRT Financial LP | 23,193 | $8.55M | 0.04% | +15,310+194.2% | Added |
| Rhenman & Partners Asset Management AB | 23,150 | $8.54M | 0.88% | −27,350−54.2% | Reduced |
| Diversified Trust Co | 22,576 | $8.33M | 0.20% | +2,725+13.7% | Added |
| Punch & Associates Investment Management, Inc. | 22,394 | $8.26M | 0.45% | −183−0.8% | Reduced |
| Jefferies Financial Group Inc. | 22,335 | $8.24M | 0.09% | −3,504−13.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 22,180 | $8.18M | 0.09% | +22,180 | New |
| Campbell & CO Investment Adviser LLC | 22,085 | $8.15M | 0.63% | +11,806+114.9% | Added |
| Mizuho Securities USA LLC | 21,981 | $8.11M | 0.15% | +6,944+46.2% | Added |
| Crossmark Global Holdings, Inc. | 21,815 | $8.05M | 0.15% | −669−3.0% | Reduced |
| Colony Group, LLC | 21,470 | $7.92M | 0.02% | −955−4.3% | Reduced |
| First Citizens Bank & Trust Co | 21,395 | $7.89M | 0.14% | −1,428−6.3% | Reduced |
| Ci Investments Inc. | 21,300 | $7.86M | 0.03% | −43,451−67.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 21,279 | $7.85M | 0.11% | −1,148−5.1% | Reduced |
| Elo Mutual Pension Insurance Co | 21,161 | $7.81M | 0.17% | −929−4.2% | Reduced |
| Stephens Inc | 21,034 | $7.76M | 0.11% | +156+0.7% | Added |
| Capstone Investment Advisors, LLC | 20,686 | $7.63M | 0.08% | +17,613+573.2% | Added |
| Pensionmark Financial Group, LLC | 20,537 | $7.58M | 0.21% | +3,509+20.6% | Added |
| Balyasny Asset Management LLC | 20,511 | $7.57M | 0.02% | −115,037−84.9% | Reduced |
| Dana Investment Advisors, Inc. | 20,501 | $7.56M | 0.25% | +2,558+14.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 20,393 | $7.52M | 0.08% | −18,565−47.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 20,156 | $7.44M | 0.01% | −271−1.3% | Reduced |
| Hardman Johnston Global Advisors LLC | 20,020 | $7.39M | 0.30% | −1,138−5.4% | Reduced |
| Cna Financial Corp | 20,000 | $7.38M | 4.57% | +20,000 | New |
| Oregon Public Employees Retirement Fund | 19,879 | $7.33M | 0.13% | +10+0.1% | Added |
| LMCG Investments, LLC | 19,401 | $7.16M | 0.44% | −597−3.0% | Reduced |