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 |
|---|---|---|---|---|---|
| Castellan Group, LLC | 5,720 | $2.11M | 0.91% | +551+10.7% | Added |
| Ninety One SA (PTY) Ltd | 5,674 | $2.09M | 0.46% | −11,554−67.1% | Reduced |
| Plato Investment Management Ltd | 5,637 | $2.09M | 0.15% | −753−11.8% | Reduced |
| Oppenheimer & Co Inc | 5,621 | $2.07M | 0.03% | +122+2.2% | Added |
| Clearbridge Investments, LLC | 5,581 | $2.06M | 0.00% | −218,182−97.5% | Reduced |
| Brevan Howard Capital Management LP | 5,548 | $2.05M | 0.05% | +2,568+86.2% | Added |
| D.A. Davidson & Co. | 5,516 | $2.03M | 0.02% | −282−4.9% | Reduced |
| Warren Averett Asset Management, LLC | 5,510 | $2.03M | 0.03% | +2,233+68.1% | Added |
| Fort Washington Investment Advisors Inc | 5,499 | $2.03M | 0.01% | −675−10.9% | Reduced |
| Johnson Investment Counsel Inc | 5,485 | $2.02M | 0.02% | −381−6.5% | Reduced |
| YHB Investment Advisors, Inc. | 5,447 | $2.01M | 0.17% | −223−3.9% | Reduced |
| Legato Capital Management LLC | 5,433 | $2.00M | 0.26% | +579+11.9% | Added |
| CAPROCK Group, Inc. | 5,391 | $1.99M | 0.07% | +5,391 | New |
| Malaga Cove Capital, LLC | 5,378 | $1.98M | 0.78% | +547+11.3% | Added |
| Groupe la Francaise | 5,337 | $1.97M | 0.05% | +5,337 | New |
| KCM Investment Advisors LLC | 5,254 | $1.94M | 0.07% | −7,990−60.3% | Reduced |
| Nebula Research & Development LLC | 5,213 | $1.92M | 0.23% | +4,395+537.3% | Added |
| Stock Yards Bank & Trust Co | 5,194 | $1.92M | 0.07% | −221−4.1% | Reduced |
| Legacy Trust | 5,182 | $1.91M | 0.44% | −49−0.9% | Reduced |
| Foundations Investment Advisors, LLC | 5,176 | $1.91M | 0.04% | −23,961−82.2% | Reduced |
| Toth Financial Advisory Corp | 5,165 | $1.91M | 0.22% | −4,670−47.5% | Reduced |
| Keudell/Morrison Wealth Management | 5,111 | $1.89M | 0.49% | −184−3.5% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 5,100 | $1.88M | 0.02% | 00.0% | Unchanged |
| Sabal Trust CO | 5,090 | $1.88M | 0.11% | +723+16.6% | Added |
| Essex Financial Services, Inc. | 5,072 | $1.87M | 0.13% | −39−0.8% | Reduced |
| HF Advisory Group, LLC | 5,070 | $1.87M | 0.86% | +1,339+35.9% | Added |
| Atria Wealth Solutions, Inc. | 5,031 | $1.86M | 0.02% | −496−9.0% | Reduced |
| Ossiam | 5,008 | $1.85M | 0.03% | −511−9.3% | Reduced |
| Triglav Skladi, D.O.O. | 4,980 | $1.84M | 0.14% | +4,980 | New |
| Fiduciary Alliance LLC | 4,956 | $1.83M | 0.18% | +4,338+701.9% | Added |
| Lecap Asset Management Ltd | 4,953 | $1.83M | 0.50% | +1,091+28.2% | Added |
| Greenfield Savings Bank | 4,943 | $1.82M | 0.87% | −388−7.3% | Reduced |
| Delta Capital Management LLC | 4,910 | $1.81M | 1.03% | −10−0.2% | Reduced |
| Ronald Blue Trust, Inc. | 4,886 | $1.80M | 0.02% | +2,050+72.3% | Added |
| Pensionfund Sabic | 4,850 | $1.79M | 0.47% | +1,800+59.0% | Added |
| Paralel Advisors LLC | 4,843 | $1.79M | 0.08% | +440+10.0% | Added |
| Cypress Advisory Group LLC | 4,834 | $1.78M | 1.64% | +4,834 | New |
| Oak Associates, Ltd | 4,833 | $1.78M | 0.12% | 00.0% | Unchanged |
| Weaver C. Barksdale & Associates, Inc. | 4,803 | $1.77M | 1.70% | +4,803 | New |
| PKO Investment Management Joint-Stock Co | 4,800 | $1.77M | 0.22% | +2,700+128.6% | Added |
| APG Asset Management US Inc. | 4,792 | $1.77M | 0.01% | +1,752+57.6% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 4,781 | $1.76M | 0.03% | +4,781 | New |
| First Hawaiian Bank | 4,774 | $1.76M | 0.06% | −1,597−25.1% | Reduced |
| TrinityPoint Wealth, LLC | 4,771 | $1.76M | 0.25% | −1,457−23.4% | Reduced |
| First Manhattan Co | 4,712 | $1.74M | 0.01% | +3,514+293.3% | Added |
| Beacon Pointe Advisors, LLC | 4,701 | $1.73M | 0.02% | −2,925−38.4% | Reduced |
| LGT Fund Management Co Ltd. | 4,700 | $1.73M | 0.15% | −4,006−46.0% | Reduced |
| Moody National Bank Trust Division | 4,694 | $1.73M | 0.18% | −101−2.1% | Reduced |
| Vista Investment Management | 4,689 | $1.73M | 0.66% | +607+14.9% | Added |
| Bangor Savings Bank | 4,688 | $1.73M | 0.16% | −144−3.0% | Reduced |
| Alpha DNA Investment Management LLC | 4,655 | $1.72M | 0.94% | +645+16.1% | Added |
| True North Advisors, LLC | 4,654 | $1.72M | 0.40% | +4,654 | New |
| DB Fitzpatrick & Co, Inc | 4,616 | $1.70M | 1.57% | +581+14.4% | Added |
| Gluskin Sheff & Assoc Inc | 4,601 | $1.70M | 0.20% | −28−0.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,599 | $1.70M | 0.02% | +15+0.3% | Added |
| Bragg Financial Advisors, Inc | 4,518 | $1.67M | 0.07% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 4,508 | $1.66M | 0.03% | −1,318−22.6% | Reduced |
| Fortis Capital Advisors, LLC | 2,982 | $1.66M | 0.57% | +759+34.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,490 | $1.66M | 0.22% | +478+11.9% | Added |
| Leavell Investment Management, Inc. | 4,463 | $1.65M | 0.08% | −1,702−27.6% | Reduced |
| Vinva Investment Management Ltd | 4,454 | $1.64M | 0.06% | −3,975−47.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 4,192 | $1.64M | 0.14% | −708−14.4% | Reduced |
| Stonebridge Capital Advisors LLC | 4,445 | $1.64M | 0.13% | −176−3.8% | Reduced |
| Ami Investment Management Inc | 4,435 | $1.64M | 0.53% | +1,947+78.3% | Added |
| CWM, LLC | 4,431 | $1.64M | 0.01% | −3,114−41.3% | Reduced |
| Lido Advisors, LLC | 4,349 | $1.60M | 0.01% | −320−6.9% | Reduced |
| Unique Wealth Strategies, LLC | 4,326 | $1.60M | 0.70% | −866−16.7% | Reduced |
| Allen Investment Management LLC | 4,310 | $1.59M | 0.02% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 4,280 | $1.58M | 0.06% | −39−0.9% | Reduced |
| Perigon Wealth Management, LLC | 4,095 | $1.58M | 0.04% | +1,866+83.7% | Added |
| Narwhal Capital Management | 4,275 | $1.58M | 0.14% | −650−13.2% | Reduced |
| Heritage Wealth Advisors | 4,252 | $1.57M | 0.08% | −221−4.9% | Reduced |
| Hofer & Associates. Inc | 4,245 | $1.57M | 1.05% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 4,198 | $1.55M | 0.86% | +227+5.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,157 | $1.53M | 0.58% | +93+2.3% | Added |
| Intact Investment Management Inc. | 4,150 | $1.53M | 0.05% | +2,390+135.8% | Added |
| Twin City Private Wealth, LLC | 4,141 | $1.53M | 1.35% | +609+17.2% | Added |
| Tufton Capital Management | 4,124 | $1.52M | 0.29% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 4,115 | $1.52M | 0.12% | +105+2.6% | Added |
| Pettyjohn, Wood & White, Inc | 4,113 | $1.52M | 0.28% | −434−9.5% | Reduced |
| Old National Bancorp | 4,092 | $1.51M | 0.04% | −721−15.0% | Reduced |
| Palouse Capital Management, Inc. | 4,070 | $1.50M | 1.00% | +4,070 | New |
| Integrated Wealth Concepts LLC | 4,045 | $1.49M | 0.02% | +289+7.7% | Added |
| Intellectus Partners, LLC | 4,010 | $1.48M | 0.33% | −10−0.2% | Reduced |
| DSG Capital Advisors, LLC | 4,005 | $1.48M | 0.27% | +4,005 | New |
| Zurich Insurance Group Ltd | 4,000 | $1.48M | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 3,994 | $1.47M | 0.02% | −1,820−31.3% | Reduced |
| Independent Advisor Alliance | 3,990 | $1.47M | 0.02% | −4,511−53.1% | Reduced |
| Cetera Trust Company, N.A | 3,961 | $1.46M | 0.95% | −725−15.5% | Reduced |
| Archford Capital Strategies, LLC | 3,959 | $1.46M | 0.22% | +487+14.0% | Added |
| AMG National Trust Bank | 3,948 | $1.46M | 0.04% | −111−2.7% | Reduced |
| Great Valley Advisor Group, Inc. | 3,917 | $1.45M | 0.03% | −122−3.0% | Reduced |
| Lederer & Associates Investment Counsel | 3,917 | $1.45M | 1.01% | −171−4.2% | Reduced |
| Coldstream Capital Management Inc | 3,917 | $1.44M | 0.03% | −269−6.4% | Reduced |
| Smith, Moore & Co. | 3,902 | $1.44M | 0.13% | −31−0.8% | Reduced |
| Eisler Capital Management Ltd. | 3,929 | $1.43M | 0.05% | +3,929 | New |
| Inceptionr LLC | 3,885 | $1.43M | 0.32% | +2,562+193.7% | Added |
| Bleakley Financial Group, LLC | 3,856 | $1.42M | 0.04% | −1,961−33.7% | Reduced |
| Horizon Investments, LLC | 3,852 | $1.42M | 0.04% | +40+1.0% | Added |
| Meeder Advisory Services, Inc. | 3,845 | $1.42M | 0.09% | −192−4.8% | Reduced |