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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; 1,614 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, Q3 2021

Institutional positions in Elevance Health, Inc. as of Sep 30, 2021. 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
1,221
−4 vs. Q2 2021
Shares held
216.2M
−544.5K (−0.3%) vs. Q2 2021
Total value
$80.6B
−$2.07B (−2.5%) vs. Q2 2021
New holders
89
460 more added
Sold out
93
417 more reduced

14 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: 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 holdersQ3 2021: 1,221 institutions
Q1 2021: 1,215 institutionsQ2 2021: 1,239 institutionsQ3 2021: 1,221 institutionsQ4 2021: 1,375 institutionsQ1 2022: 1,424 institutionsQ2 2022: 1,444 institutionsQ3 2022: 1,449 institutionsQ4 2022: 1,551 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,673 institutionsQ2 2024: 1,713 institutionsQ3 2024: 1,703 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: 1,614 institutions
Value heldQ3 2021: $80.6B
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 20261,614$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 20241,703$107.2B
Q2 20241,713$112.7B
Q1 20241,673$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,551$108.8B
Q3 20221,449$97.0B
Q2 20221,444$103.2B
Q1 20221,424$105.7B
Q4 20211,375$99.3B
Q3 20211,221$80.6B
Q2 20211,239$82.8B
Q1 20211,215$78.2B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q2 2021.

Institutions holding ELV in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.21,654,875$8.07B0.23%+86,326+0.4%Added
Vanguard Group Inc18,928,066$7.06B0.18%+17,645+0.1%Added
State Street Corp10,569,938$3.94B0.21%+24,064+0.2%Added
Wellington Management Group LLP10,479,219$3.91B0.66%−222,546−2.1%Reduced
Price T Rowe Associates Inc9,823,426$3.66B0.34%−2,376,773−19.5%Reduced
FMR LLC6,385,532$2.38B0.19%−565,858−8.1%Reduced
Capital International Investors5,200,347$1.94B0.44%+577,145+12.5%Added
Geode Capital Management, LLC4,122,937$1.53B0.21%+161,927+4.1%Added
Baillie Gifford & Co3,994,663$1.49B0.78%−35,671−0.9%Reduced
Sanders Capital, LLC3,977,162$1.48B3.36%+330,942+9.1%Added
Alliancebernstein L.P.3,934,780$1.47B0.58%+535,038+15.7%Added
Artisan Partners Limited Partnership3,386,097$1.26B1.55%+130,565+4.0%Added
Bank of America Corp3,145,312$1.17B0.13%−610,519−16.3%Reduced
Invesco Ltd.2,955,310$1.10B0.28%+671,275+29.4%Added
Northern Trust Corp2,550,689$950.9M0.17%−34,450−1.3%Reduced
Eagle Capital Management LLC2,546,895$949.5M2.79%−78,913−3.0%Reduced
Nuveen Asset Management, LLC2,480,689$924.8M0.29%−37,546−1.5%Reduced
Norges Bank2,476,740$923.3M0.20%−90,505−3.5%Reduced
Hotchkis & Wiley Capital Management LLC2,383,428$888.5M2.84%−68,916−2.8%Reduced
Dimensional Fund Advisors LP2,305,647$859.7M0.28%−201,480−8.0%Reduced
Nordea Investment Management AB2,104,748$817.1M1.06%−1490.0%Reduced
First Eagle Investment Management, LLC2,046,440$762.9M1.96%+92,057+4.7%Added
Bank of New York Mellon Corp2,000,566$745.8M0.15%−82,638−4.0%Reduced
Legal & General Group Plc1,961,211$731.1M0.24%+59,922+3.2%Added
EdgePoint Investment Group Inc.1,867,765$696.3M5.38%+541,104+40.8%Added
Barrow Hanley Mewhinney & Strauss LLC1,842,798$687.0M2.28%+30,017+1.7%Added
Ruane, Cunniff & Goldfarb L.P.1,821,413$679.0M6.10%−22,588−1.2%Reduced
UBS Asset Management Americas Inc1,732,684$645.9M0.27%+588,390+51.4%Added
Orbis Allan Gray Ltd1,718,049$640.5M4.40%−427,561−19.9%Reduced
Franklin Resources Inc1,706,247$636.1M0.24%+9,327+0.5%Added
JPMorgan Chase & Co1,662,785$619.9M0.08%+338,502+25.6%Added
Morgan Stanley1,649,939$615.1M0.08%+81,314+5.2%Added
Ameriprise Financial Inc1,433,363$534.4M0.17%+665,454+86.7%Added
Putnam Investments LLC1,402,872$523.0M0.81%+130,131+10.2%Added
Newport Trust Co1,374,979$512.6M1.39%−21,789−1.6%Reduced
Brave Warrior Advisors, LLC1,371,262$511.2M17.90%+225,846+19.7%Added
Charles Schwab Investment Management Inc1,300,637$484.9M0.16%+29,595+2.3%Added
Vulcan Value Partners, LLC1,168,878$435.8M2.34%−11,702−1.0%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC1,141,846$425.7M2.11%+96,566+9.2%Added
Amundi1,088,280$405.7M0.28%+311,477+40.1%Added
TPG Group Holdings (SBS) Advisors, Inc.1,067,795$398.1M3.95%+8,245+0.8%Added
Allianz Asset Management GmbH1,023,576$381.6M0.32%−213,309−17.2%Reduced
Altshuler Shaham Ltd1,017,626$381.4M2.84%+1,017,626New
Sumitomo Mitsui Trust Holdings, Inc.980,560$365.6M0.23%−39,133−3.8%Reduced
Swiss National Bank968,032$360.9M0.23%−30,600−3.1%Reduced
Goldman Sachs Group Inc923,142$344.1M0.09%−337,827−26.8%Reduced
Schroder Investment Management Group907,301$338.2M0.54%−42,143−4.4%Reduced
Royal Bank of Canada901,631$336.1M0.09%+69,068+8.3%Added
Deutsche Bank AG897,544$334.6M0.16%+58,322+6.9%Added
Parametric Portfolio Associates LLC884,506$329.7M0.19%−52,749−5.6%Reduced
M&G Investment Management Ltd860,171$320.8M1.56%+37,310+4.5%Added
Farallon Capital Management, L.L.C.854,965$318.7M1.71%+204,965+31.5%Added
AQR Capital Management LLC846,005$315.4M0.58%+135,267+19.0%Added
Carmignac Gestion791,150$295.0M3.69%−2,570−0.3%Reduced
Manufacturers Life Insurance Company, The778,307$290.2M0.24%+1,788+0.2%Added
State of Wisconsin Investment Board740,097$275.9M0.57%+80,370+12.2%Added
New York State Common Retirement Fund691,685$257.9M0.27%−1480.0%Reduced
Prudential Financial Inc680,935$253.9M0.35%+57,868+9.3%Added
Truist Financial Corp650,094$242.4M0.40%−10,561−1.6%Reduced
Boston Partners647,991$241.6M0.31%−1,451,782−69.1%Reduced
Russell Investments Group, Ltd.632,182$238.3M0.40%+43,774+7.4%Added
Janus Henderson Group PLC638,345$238.0M0.10%−25,015−3.8%Reduced
NN Investment Partners Holdings N.V.630,818$235.2M1.30%−114,304−15.3%Reduced
Barclays PLC630,764$235.1M0.17%+115,734+22.5%Added
Mitsubishi UFJ Trust & Banking Corp623,400$232.4M0.51%+26,633+4.5%Added
Wells Fargo & Company608,905$227.0M0.05%−41,066−6.3%Reduced
Two Sigma Advisers, LP608,562$226.9M0.59%−41,200−6.3%Reduced
Robeco Institutional Asset Management B.V.597,343$222.7M0.49%+5,559+0.9%Added
Bank of Montreal569,152$221.3M0.11%+97,922+20.8%Added
California Public Employees Retirement System569,161$212.2M0.16%−14,601−2.5%Reduced
Canada Pension Plan Investment Board566,022$211.0M0.24%+43,011+8.2%Added
Focused Investors LLC544,700$203.1M6.77%−19,600−3.5%Reduced
Eaton Vance Management503,240$185.8M0.26%−4,979−1.0%Reduced
Macquarie Group Ltd496,062$184.9M0.16%−6,683−1.3%Reduced
Neuberger Berman Group LLC493,410$181.2M0.16%+58,222+13.4%Added
UBS Group AG485,480$181.0M0.08%+20,711+4.5%Added
Toronto Dominion Bank483,677$180.3M0.28%−5,086−1.0%Reduced
Formuepleje A/S479,343$178.7M7.15%+87,014+22.2%Added
Steadfast Capital Management LP478,999$178.6M2.26%+478,999New
Bellevue Group AG475,210$177.2M1.80%+9,234+2.0%Added
Thrivent Financial for Lutherans447,220$166.7M0.34%+171,891+62.4%Added
Rhumbline Advisers438,865$163.6M0.22%−10,202−2.3%Reduced
California State Teachers Retirement System425,674$158.7M0.20%−6,025−1.4%Reduced
Brown Advisory Inc425,330$158.6M0.23%−860−0.2%Reduced
Jacobs Levy Equity Management, Inc423,859$158.0M1.06%+17,441+4.3%Added
KBC Group NV417,968$155.8M0.57%+20,053+5.0%Added
CIBC Private Wealth Group, LLC416,873$155.4M0.36%−126,109−23.2%Reduced
FIL Ltd409,051$152.5M0.17%−2,247−0.5%Reduced
Yacktman Asset Management LP402,308$150.0M1.44%−3,046−0.8%Reduced
Artemis Investment Management LLP386,433$143.9M1.14%+278,044+256.5%Added
First Trust Advisors LP383,830$143.1M0.15%−4,881−1.3%Reduced
Bessemer Group Inc370,814$138.2M0.29%+2,795+0.8%Added
Railway Pension Investments Ltd355,969$132.7M1.08%+11,700+3.4%Added
National Pension Service337,789$125.9M0.24%+570.0%Added
Ninety One UK Ltd332,162$123.8M0.32%−6,595−1.9%Reduced
New York State Teachers Retirement System330,510$123.2M0.26%+37,534+12.8%Added
Ci Investments Inc.319,955$119.3M0.44%−136,962−30.0%Reduced
Brandywine Global Investment Management, LLC314,742$117.3M0.89%−17,292−5.2%Reduced
Citigroup Inc312,525$116.5M0.12%+75,937+32.1%Added
Clearbridge Investments, LLC312,030$116.3M0.08%+13,390+4.5%Added