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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 18,993 | $7.01M | 0.06% | −1,353−6.6% | Reduced |
| Investment Management Corp of Ontario | 18,411 | $6.79M | 0.22% | −6,030−24.7% | Reduced |
| Principal Securities, Inc. | 18,374 | $6.78M | 0.15% | +2,475+15.6% | Added |
| Unisphere Establishment | 18,300 | $6.75M | 0.06% | −8,500−31.7% | Reduced |
| Great Lakes Advisors, LLC | 18,099 | $6.68M | 0.06% | −2,705−13.0% | Reduced |
| Gulf International Bank (UK) Ltd | 17,960 | $6.63M | 0.17% | −204−1.1% | Reduced |
| Avanza Fonder AB | 17,869 | $6.59M | 0.20% | +17,869 | New |
| Alberta Investment Management Corp | 17,611 | $6.50M | 0.04% | +8,808+100.1% | Added |
| Oddo BHF Asset Management SAS | 17,425 | $6.43M | 0.32% | −3,503−16.7% | Reduced |
| Sector Gamma AS | 17,279 | $6.37M | 2.19% | −9,000−34.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,196 | $6.34M | 0.06% | −45,199−72.4% | Reduced |
| ProVise Management Group, LLC | 17,143 | $6.32M | 0.54% | −4,665−21.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 16,944 | $6.25M | 0.06% | −2,442−12.6% | Reduced |
| Sienna Gestion | 16,819 | $6.20M | 0.42% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 16,726 | $6.17M | 0.18% | +4,637+38.4% | Added |
| TD Waterhouse Canada Inc. | 16,616 | $6.13M | 0.05% | +46+0.3% | Added |
| Van Den Berg Management I, Inc | 16,598 | $6.12M | 1.76% | +4,994+43.0% | Added |
| Fifth Third Bancorp | 16,198 | $5.98M | 0.02% | −5,763−26.2% | Reduced |
| J. Safra Sarasin Holding AG | 16,193 | $5.97M | 0.10% | −1,117−6.5% | Reduced |
| Baird Financial Group, Inc. | 16,132 | $5.95M | 0.01% | −3,249−16.8% | Reduced |
| Kentucky Retirement Systems | 15,935 | $5.88M | 0.17% | −219−1.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 15,833 | $5.84M | 0.16% | −3,707−19.0% | Reduced |
| Avantax Advisory Services, Inc. | 15,726 | $5.80M | 0.04% | −2,172−12.1% | Reduced |
| UniSuper Management Pty Ltd | 15,517 | $5.72M | 0.04% | −9,984−39.2% | Reduced |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 15,108 | $5.57M | 1.38% | +6,247+70.5% | Added |
| FORA Capital, LLC | 15,064 | $5.56M | 0.64% | +14,430+2,276.0% | Added |
| Cobalt Capital Management, Inc. | 15,000 | $5.53M | 2.30% | +15,000 | New |
| HB Wealth Management, LLC | 14,951 | $5.52M | 0.06% | −719−4.6% | Reduced |
| Vestcor Inc | 14,917 | $5.50M | 0.18% | −230−1.5% | Reduced |
| Van Eck Associates Corp | 14,884 | $5.49M | 0.01% | +2,102+16.4% | Added |
| Toroso Investments, LLC | 14,757 | $5.44M | 0.04% | +4,272+40.7% | Added |
| GAM Holding AG | 14,709 | $5.43M | 0.40% | −1,032−6.6% | Reduced |
| Atria Investments LLC | 14,651 | $5.40M | 0.07% | −4,897−25.1% | Reduced |
| Allianz SE | 14,477 | $5.34M | 0.14% | −1,782−11.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 14,413 | $5.32M | 1.82% | +2,283+18.8% | Added |
| Kennedy Capital Management, Inc. | 14,403 | $5.31M | 0.12% | +2,981+26.1% | Added |
| Private Advisory Group LLC | 14,386 | $5.31M | 0.59% | +14,386 | New |
| CIBC World Markets Inc. | 14,354 | $5.29M | 0.01% | −1,875−11.6% | Reduced |
| Hartford Investment Management Co | 14,318 | $5.28M | 0.17% | −277−1.9% | Reduced |
| Jones Financial Companies LLLP | 14,028 | $5.17M | 0.00% | +7,653+120.0% | Added |
| Winton Group Ltd | 13,816 | $5.10M | 0.34% | +13,816 | New |
| Taikang Asset Management (Hong Kong) Co Ltd | 13,787 | $5.09M | 0.75% | +4,673+51.3% | Added |
| ExodusPoint Capital Management, LP | 13,587 | $5.01M | 0.05% | −73,591−84.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 13,572 | $5.01M | 1.16% | −16−0.1% | Reduced |
| CCM Investment Group, LLC | 13,378 | $4.93M | 0.54% | +13,378 | New |
| GHP Investment Advisors, Inc. | 13,288 | $4.90M | 0.23% | −1,300−8.9% | Reduced |
| Wolverine Asset Management LLC | 13,282 | $4.90M | 0.09% | +10,987+478.7% | Added |
| Sandy Spring Bank | 13,180 | $4.86M | 0.20% | −2,840−17.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 13,141 | $4.85M | 0.32% | +13,141 | New |
| River Wealth Advisors LLC | 13,138 | $4.85M | 0.64% | −789−5.7% | Reduced |
| Quantbot Technologies LP | 13,133 | $4.84M | 0.18% | +13,133 | New |
| Clark Capital Management Group, Inc. | 13,090 | $4.83M | 0.03% | −197,923−93.8% | Reduced |
| Advisors Asset Management, Inc. | 12,912 | $4.76M | 0.09% | +4,535+54.1% | Added |
| MAI Capital Management | 12,906 | $4.76M | 0.04% | −1,509−10.5% | Reduced |
| Tower Research Capital LLC (TRC) | 12,775 | $4.71M | 0.09% | +5,320+71.4% | Added |
| 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 |
| Maryland State Retirement & Pension System | 12,489 | $4.61M | 0.10% | −921−6.9% | Reduced |
| Pinebridge Investments, L.P. | 12,456 | $4.60M | 0.03% | −15,027−54.7% | Reduced |
| Securian Asset Management, Inc | 12,420 | $4.58M | 0.13% | −383−3.0% | Reduced |
| Parus Finance (UK) Ltd | 12,406 | $4.58M | 1.43% | +30+0.2% | Added |
| Te Ahumairangi Investment Management Ltd | 12,020 | $4.43M | 0.93% | +1,512+14.4% | Added |
| Ally Financial Inc. | 12,000 | $4.43M | 0.54% | +8,000+200.0% | Added |
| Nixon Peabody Trust Co | 11,959 | $4.41M | 0.36% | +11,959 | New |
| Family Management Corp | 11,947 | $4.41M | 0.71% | +4,621+63.1% | Added |
| Cornerstone Advisors, LLC | 11,900 | $4.39M | 0.17% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 11,797 | $4.35M | 0.88% | +2,459+26.3% | Added |
| Argent Trust Co | 11,774 | $4.34M | 0.18% | +319+2.8% | Added |
| Walleye Capital LLC | 11,752 | $4.34M | 0.04% | +7,482+175.2% | Added |
| Kestra Advisory Services, LLC | 11,639 | $4.29M | 0.02% | −22,575−66.0% | Reduced |
| Oxbow Advisors, LLC | 11,573 | $4.27M | 0.50% | +1,147+11.0% | Added |
| BNP Paribas | 11,468 | $4.23M | 0.17% | −682−5.6% | Reduced |
| GWM Advisors LLC | 11,381 | $4.20M | 0.03% | −3,275−22.3% | Reduced |
| Wolverine Trading, LLC | 11,361 | $4.19M | 0.09% | +10,803+1,936.0% | Added |
| NEOS Investment Management LLC | 11,183 | $4.13M | 0.10% | +2,483+28.5% | Added |
| New Mexico Educational Retirement Board | 11,046 | $4.08M | 0.14% | −300−2.6% | Reduced |
| Hilltop Holdings Inc. | 11,017 | $4.06M | 0.26% | −893−7.5% | Reduced |
| Semmax Financial Advisors Inc. | 10,318 | $4.04M | 1.08% | +2,877+38.7% | Added |
| Asio Capital, LLC | 10,910 | $4.02M | 0.76% | +1,221+12.6% | Added |
| Shell Asset Management Co | 10,837 | $4.00M | 0.17% | +20+0.2% | Added |
| Ostrum Asset Management | 10,834 | $4.00M | 0.35% | −320−2.9% | Reduced |
| Norinchukin Bank, The | 10,825 | $3.99M | 0.08% | +1,063+10.9% | Added |
| Level Four Advisory Services, LLC | 10,810 | $3.99M | 0.16% | −2,403−18.2% | Reduced |
| Logan Capital Management Inc | 10,722 | $3.96M | 0.17% | −704−6.2% | Reduced |
| Palmer Knight Co | 10,717 | $3.95M | 1.77% | +213+2.0% | Added |
| Blume Capital Management, Inc. | 10,649 | $3.93M | 0.88% | +10,649 | New |
| Kempen Capital Management N.V. | 10,590 | $3.91M | 0.04% | −88−0.8% | Reduced |
| Jump Financial, LLC | 10,578 | $3.90M | 0.08% | −9,782−48.0% | Reduced |
| Verdence Capital Advisors LLC | 10,537 | $3.89M | 0.31% | −8,124−43.5% | Reduced |
| Metis Global Partners, LLC | 10,446 | $3.85M | 0.12% | −1,618−13.4% | Reduced |
| Mitchell Capital Management Co | 10,441 | $3.85M | 0.67% | −5,388−34.0% | Reduced |
| E. Ohman J:or Asset Management AB | 10,440 | $3.85M | 0.09% | +1,040+11.1% | Added |
| Camden National Bank | 10,428 | $3.85M | 0.58% | +4,934+89.8% | Added |
| Keybank National Association | 10,388 | $3.83M | 0.01% | −1,192−10.3% | Reduced |
| New Age Alpha Advisors, LLC | 10,338 | $3.81M | 0.15% | +10,309+35,548.3% | Added |
| Channing Global Advisors, LLC | 10,325 | $3.81M | 2.54% | +3,161+44.1% | Added |
| AustralianSuper Pty Ltd | 10,309 | $3.80M | 0.02% | +1,804+21.2% | Added |
| Empirical Finance, LLC | 10,300 | $3.80M | 0.22% | +973+10.4% | Added |
| Mill Capital Management, LLC | 10,233 | $3.77M | 0.30% | −175−1.7% | Reduced |
| Winmill & Co. Inc | 10,040 | $3.70M | 1.20% | 00.0% | Unchanged |