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 |
|---|---|---|---|---|---|
| Rheos Capital Works Inc. | 10,000 | $3.69M | 0.20% | 00.0% | Unchanged |
| Rench Wealth Management, Inc. | 9,923 | $3.66M | 1.25% | −628−6.0% | Reduced |
| Bokf, NA | 9,586 | $3.65M | 0.06% | −1,085−10.2% | Reduced |
| Agf Management Ltd | 9,782 | $3.61M | 0.02% | +924+10.4% | Added |
| Evergreen Wealth Management, LLC | 9,741 | $3.59M | 2.12% | +4,388+82.0% | Added |
| Sava Infond d.o.o. | 9,600 | $3.54M | 0.63% | +9,600 | New |
| Occudo Quantitative Strategies LP | 9,574 | $3.53M | 0.64% | +9,574 | New |
| BDF-Gestion | 9,534 | $3.52M | 0.36% | −1,239−11.5% | Reduced |
| Private Advisor Group, LLC | 9,502 | $3.51M | 0.02% | −2,311−19.6% | Reduced |
| Peapack Gladstone Financial Corp | 9,425 | $3.48M | 0.05% | −262−2.7% | Reduced |
| JB Capital LLC | 9,384 | $3.46M | 0.19% | +8,038+597.2% | Added |
| Jain Global LLC | 9,366 | $3.46M | 0.10% | +9,366 | New |
| Hunter Perkins Capital Management, LLC | 9,303 | $3.43M | 0.72% | +9,303 | New |
| Cresset Asset Management, LLC | 9,224 | $3.40M | 0.02% | −32,802−78.1% | Reduced |
| SG Americas Securities, LLC | 9,178 | $3.39M | 0.01% | −8,764−48.8% | Reduced |
| Tocqueville Asset Management L.P. | 9,171 | $3.38M | 0.05% | +670+7.9% | Added |
| Manning & Napier Advisors LLC | 9,146 | $3.37M | 0.04% | +9,146 | New |
| Liberty One Investment Management, LLC | 9,079 | $3.35M | 0.36% | +1,096+13.7% | Added |
| Delta Investment Management, LLC | 8,987 | $3.32M | 0.65% | +8,987 | New |
| Clearstead Advisors, LLC | 8,775 | $3.24M | 0.05% | +12+0.1% | Added |
| Groupama Asset Managment | 8,726 | $3.22M | 0.07% | −4,714−35.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 8,705 | $3.21M | 0.24% | −2,028−18.9% | Reduced |
| Cary Street Partners Financial LLC | 8,672 | $3.20M | 0.10% | +8,672 | New |
| Voya Financial Advisors, Inc. | 8,595 | $3.17M | 0.34% | +1,832+27.1% | Added |
| Mediolanum International Funds Ltd | 8,608 | $3.17M | 0.04% | +280+3.4% | Added |
| Acadian Asset Management LLC | 8,545 | $3.15M | 0.01% | +6,389+296.3% | Added |
| Quantinno Capital Management LP | 8,520 | $3.14M | 0.03% | −3,369−28.3% | Reduced |
| Portfolio Design Labs, LLC | 8,403 | $3.10M | 0.64% | +2,296+37.6% | Added |
| Nomura Holdings Inc | 8,335 | $3.07M | 0.02% | +5,234+168.8% | Added |
| Sciencast Management LP | 8,248 | $3.04M | 0.83% | +8,248 | New |
| Benedict Financial Advisors Inc | 8,216 | $3.03M | 0.74% | −34−0.4% | Reduced |
| Stanley-Laman Group, Ltd. | 8,208 | $3.03M | 0.43% | +648+8.6% | Added |
| Synovus Financial Corp | 8,180 | $3.02M | 0.04% | −31−0.4% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 8,132 | $3.00M | 0.35% | −5,071−38.4% | Reduced |
| Tiaa Trust, National Association | 8,126 | $3.00M | 0.01% | −837−9.3% | Reduced |
| BKD Wealth Advisors, LLC | 8,032 | $2.96M | 0.07% | −409−4.8% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $2.95M | 0.66% | 00.0% | Unchanged |
| Arnhold LLC | 7,899 | $2.91M | 0.29% | +7,899 | New |
| LMR Partners LLP | 7,887 | $2.91M | 0.05% | −55−0.7% | Reduced |
| Oppenheimer Asset Management Inc. | 7,856 | $2.90M | 0.04% | +158+2.1% | Added |
| Readystate Asset Management LP | 7,839 | $2.89M | 0.12% | +1,738+28.5% | Added |
| Resources Investment Advisors, LLC. | 7,823 | $2.89M | 0.03% | +795+11.3% | Added |
| Tandem Capital Management Corp | 7,663 | $2.83M | 1.51% | −18−0.2% | Reduced |
| Dynamic Advisor Solutions LLC | 7,571 | $2.79M | 0.12% | +1,393+22.5% | Added |
| Radnor Capital Management, LLC | 7,565 | $2.79M | 0.47% | −425−5.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,555 | $2.79M | 0.00% | −26,671−77.9% | Reduced |
| Burling Wealth Partners, LLC | 7,540 | $2.78M | 0.57% | +7,540 | New |
| Ieq Capital, LLC | 7,531 | $2.78M | 0.03% | −2,863−27.5% | Reduced |
| Round Rock Advisors, LLC | 7,298 | $2.77M | 0.57% | +89+1.2% | Added |
| Everence Capital Management Inc | 7,510 | $2.77M | 0.18% | −1,500−16.6% | Reduced |
| Anchor Investment Management, LLC | 7,401 | $2.73M | 0.25% | +1,303+21.4% | Added |
| Hamilton Capital Partners Inc. | 7,383 | $2.72M | 0.20% | −798−9.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,364 | $2.72M | 0.06% | +14+0.2% | Added |
| Timber Creek Capital Management LLC | 7,350 | $2.71M | 0.78% | +1,107+17.7% | Added |
| Voleon Capital Management LP | 7,233 | $2.67M | 0.20% | +7,233 | New |
| Maia Wealth LLC | 6,432 | $2.65M | 0.57% | +1,047+19.4% | Added |
| Family Legacy, Inc. | 6,831 | $2.62M | 0.89% | +232+3.5% | Added |
| Caption Management, LLC | 7,065 | $2.61M | 0.11% | +7,065 | New |
| Blair William & Co | 7,056 | $2.60M | 0.01% | −8,580−54.9% | Reduced |
| Allstate Corp | 6,927 | $2.56M | 0.08% | +6,927 | New |
| Eagle Rock Investment Company, LLC | 6,922 | $2.55M | 0.42% | −7,147−50.8% | Reduced |
| Bull Street Advisors, LLC | 6,901 | $2.55M | 1.23% | 00.0% | Unchanged |
| Coastline Trust Co | 6,844 | $2.52M | 0.30% | −117−1.7% | Reduced |
| Burney Co | 6,840 | $2.52M | 0.09% | −498−6.8% | Reduced |
| Icon Advisers Inc | 6,773 | $2.50M | 0.56% | −1,027−13.2% | Reduced |
| Earnest Partners LLC | 6,748 | $2.49M | 0.01% | −74−1.1% | Reduced |
| Park Avenue Securities LLC | 6,700 | $2.47M | 0.03% | −2,602−28.0% | Reduced |
| Edmp, Inc. | 6,473 | $2.39M | 2.27% | +111+1.7% | Added |
| Garrison Bradford & Associates Inc | 6,468 | $2.39M | 2.50% | −799−11.0% | Reduced |
| Pinkerton Retirement Specialists, LLC | 6,441 | $2.38M | 0.34% | +454+7.6% | Added |
| RDA Financial Network | 6,384 | $2.36M | 0.69% | +32+0.5% | Added |
| TownSquare Capital, LLC | 6,367 | $2.35M | 0.03% | −2,360−27.0% | Reduced |
| Savant Capital, LLC | 6,361 | $2.35M | 0.02% | −1,255−16.5% | Reduced |
| Belpointe Asset Management LLC | 4,208 | $2.34M | 0.14% | +861+25.7% | Added |
| Signature Estate & Investment Advisors LLC | 6,331 | $2.34M | 0.06% | +116+1.9% | Added |
| Wealthfront Advisers LLC | 6,308 | $2.33M | 0.01% | −7,006−52.6% | Reduced |
| Wetherby Asset Management Inc | 6,304 | $2.33M | 0.11% | −1,420−18.4% | Reduced |
| GLOBALT Investments LLC | 6,282 | $2.32M | 0.09% | −575−8.4% | Reduced |
| Sone Capital Management, LLC | 6,261 | $2.31M | 0.29% | +6,261 | New |
| Ascent Group, LLC | 6,258 | $2.31M | 0.17% | +102+1.7% | Added |
| Guardian Partners Inc. | 6,016 | $2.31M | 0.23% | +6,016 | New |
| Lester Murray Antman dba SimplyRich | 6,249 | $2.31M | 0.66% | −87−1.4% | Reduced |
| Trivant Custom Portfolio Group, LLC | 6,237 | $2.30M | 1.34% | −81−1.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,153 | $2.28M | 0.03% | −115−1.8% | Reduced |
| Vontobel Holding Ltd. | 6,160 | $2.27M | 0.01% | −8,939−59.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,106 | $2.25M | 0.08% | +10.0% | Added |
| United Capital Financial Advisers, LLC | 6,096 | $2.25M | 0.02% | −1,379−18.4% | Reduced |
| Kestra Private Wealth Services, LLC | 6,035 | $2.23M | 0.04% | −2,707−31.0% | Reduced |
| Jackson Hole Capital Partners, LLC | 6,029 | $2.22M | 0.45% | −133−2.2% | Reduced |
| Community Bank, N.A. | 6,025 | $2.22M | 0.29% | +990+19.7% | Added |
| Virtu Financial LLC | 5,968 | $2.20M | 0.12% | +530+9.7% | Added |
| Transform Wealth, LLC | 5,934 | $2.19M | 0.12% | −191−3.1% | Reduced |
| Greenleaf Trust | 5,891 | $2.17M | 0.02% | −1,162−16.5% | Reduced |
| Alpine Woods Capital Investors, LLC | 5,832 | $2.15M | 0.41% | +750+14.8% | Added |
| Headlands Technologies LLC | 5,809 | $2.14M | 0.22% | +1,000+20.8% | Added |
| Sequoia Financial Advisors, LLC | 5,804 | $2.14M | 0.02% | −861−12.9% | Reduced |
| Chemistry Wealth Management LLC | 5,766 | $2.13M | 0.50% | −1,027−15.1% | Reduced |
| Panagora Asset Management Inc | 5,752 | $2.12M | 0.01% | −57,824−91.0% | Reduced |
| Strategy Asset Managers LLC | 5,740 | $2.12M | 0.41% | −1,203−17.3% | Reduced |
| Cynosure Management, LLC | 5,735 | $2.12M | 0.32% | +4,968+647.7% | Added |