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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; 1,615 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, 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: 1,615 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 20261,615$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
Livforsakringsbolaget Skandia, Omsesidigt23,128$8.62M0.54%−800−3.3%Reduced
First American Trust, FSB23,594$8.80M1.33%+1,088+4.8%Added
Miracle Mile Advisors, LLC23,807$8.88M0.43%+697+3.0%Added
B. Metzler seel. Sohn & Co. Holding AG23,935$8.92M0.13%−3,924−14.1%Reduced
Parsec Financial Management, Inc.20,839$8.96M0.38%−46−0.2%Reduced
Hartford Investment Management Co24,143$9.00M0.25%−3,008−11.1%Reduced
Shell Asset Management Co24,343$9.07M0.20%+6,002+32.7%Added
Kovitz Investment Group Partners, LLC24,747$9.23M0.18%−245−1.0%Reduced
Integral Health Asset Management, LLC25,000$9.32M2.68%−25,000−50.0%Reduced
CIBC World Markets Inc.25,473$9.50M0.03%+919+3.7%Added
Parus Finance (UK) Ltd25,535$9.52M2.74%−3,880−13.2%Reduced
Whittier Trust Co of Nevada Inc25,960$9.68M0.40%+1,119+4.5%Added
Nissay Asset Management Corp26,227$9.78M0.08%+987+3.9%Added
Mercer Global Advisors Inc26,443$9.87M0.07%+2,503+10.5%Added
Hyperion Capital Advisors LP26,693$9.95M2.64%+2,789+11.7%Added
Adviser Investments LLC27,977$10.4M0.78%+402+1.5%Added
Punch & Associates Investment Management, Inc.28,212$10.5M0.60%+80.0%Added
Metropolitan Life Insurance Co28,705$10.7M0.16%−1,079−3.6%Reduced
MML Investors Services, LLC29,391$11.0M0.09%+3,521+13.6%Added
Swarthmore Group Inc29,237$11.2M2.88%00.0%Unchanged
Stanley Capital Management, LLC30,100$11.2M4.13%+2,000+7.1%Added
Vident Investment Advisory, LLC30,135$11.2M0.34%+19,269+177.3%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys30,554$11.4M0.13%−5,411−15.0%Reduced
Palladium Partners LLC30,584$11.4M0.52%−132−0.4%Reduced
Parkwood LLC31,110$11.6M1.98%+2,422+8.4%Added
Eversept Partners, LP31,628$11.8M0.95%+21,496+212.2%Added
Mutual of America Capital Management LLC32,043$11.9M0.12%+37+0.1%Added
Perpetual Investment Management Ltd32,230$12.0M1.52%−277−0.9%Reduced
Bokf, NA32,758$12.2M0.21%+32,758New
Washington Trust Bank33,148$12.4M1.44%+1,057+3.3%Added
Commonwealth Equity Services, LLC33,502$12.5M0.03%+712+2.2%Added
Earnest Partners LLC33,560$12.5M0.08%−2,765−7.6%Reduced
Connor, Clark & Lunn Investment Management Ltd.33,667$12.6M0.07%+15,644+86.8%Added
IFM Investors Pty Ltd33,820$12.6M0.26%+1,443+4.5%Added
FineMark National Bank & Trust33,830$12.6M0.53%+226+0.7%Added
Advisor Group Holdings, Inc.34,061$12.7M0.03%+659+2.0%Added
Andra AP-fonden34,400$12.8M0.26%−100−0.3%Reduced
Captrust Financial Advisors35,185$13.1M0.11%+1,330+3.9%Added
Crossmark Global Holdings, Inc.35,389$13.2M0.31%+10,901+44.5%Added
Omers Administration Corp35,397$13.2M0.19%+35,397New
Lowe Brockenbrough & Co Inc36,110$13.5M1.05%−1,852−4.9%Reduced
MUFG Americas Holdings Corp36,135$13.5M0.26%+769+2.2%Added
US Bancorp36,447$13.6M0.03%−3,831−9.5%Reduced
Alberta Investment Management Corp37,000$13.8M0.12%−70,200−65.5%Reduced
Gabelli Funds LLC37,000$13.8M0.09%00.0%Unchanged
Mackay Shields LLC37,253$13.9M0.13%−1,421−3.7%Reduced
PointState Capital LP37,500$14.0M0.33%+37,500New
Texas Permanent School Fund37,665$14.0M0.17%−3,010−7.4%Reduced
American National Insurance Co38,574$14.4M0.54%−35−0.1%Reduced
North Growth Management Ltd.39,000$14.6M2.57%00.0%Unchanged
Rockefeller Capital Management L.P.39,161$14.6M0.08%−174−0.4%Reduced
Moody National Bank Trust Division39,740$14.8M0.22%−49−0.1%Reduced
Susquehanna International Group, LLP39,969$14.9M0.02%−64,426−61.7%Reduced
Mariner, LLC40,659$15.2M0.08%−1,281−3.1%Reduced
Federated Hermes, Inc.40,662$15.2M0.03%+1,912+4.9%Added
Public Sector Pension Investment Board41,126$15.3M0.09%−92,260−69.2%Reduced
Swiss Life Asset Management Ltd41,150$15.3M0.21%−10,868−20.9%Reduced
Public Employees Retirement Association of Colorado41,691$15.5M0.07%−80−0.2%Reduced
ProShare Advisors LLC41,711$15.6M0.04%−1,159−2.7%Reduced
Steigerwald, Gordon & Koch Inc.41,889$15.6M2.55%−313−0.7%Reduced
Comerica Bank36,665$15.9M0.10%−7,045−16.1%Reduced
Sector Gamma AS43,192$16.1M3.21%−1,432−3.2%Reduced
Raymond James Financial Services Advisors, Inc.44,038$16.4M0.03%+1,557+3.7%Added
Utah Retirement Systems44,331$16.5M0.22%−2,300−4.9%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.45,261$16.9M0.06%−5,268−10.4%Reduced
British Columbia Investment Management Corp45,263$16.9M0.10%−77−0.2%Reduced
Susquehanna Fundamental Investments, LLC46,123$17.2M0.32%−14,196−23.5%Reduced
Mirae Asset Global Investments Co., Ltd.46,238$17.2M0.04%+4,027+9.5%Added
Westpac Banking Corp47,433$17.7M0.19%+923+2.0%Added
Auxier Asset Management47,836$17.8M3.02%−38−0.1%Reduced
Natixis48,002$17.9M0.06%−51,854−51.9%Reduced
Regentatlantic Capital LLC48,769$18.2M0.55%−1,450−2.9%Reduced
MUFG Securities EMEA plc50,000$18.6M0.24%+50,000New
Healthcare of Ontario Pension Plan Trust Fund50,518$18.8M0.05%+329+0.7%Added
State of Alaska, Department of Revenue50,783$18.9M0.19%+436+0.9%Added
DuPont Capital Management Corp50,850$19.0M0.60%−12,032−19.1%Reduced
Nomura Asset Management Co Ltd51,241$19.1M0.11%−13,808−21.2%Reduced
Border to Coast Pensions Partnership Ltd41,435$19.1M0.65%00.0%Unchanged
Hallmark Capital Management Inc52,245$19.5M1.70%−956−1.8%Reduced
First Foundation Advisors52,335$19.5M0.73%+2,137+4.3%Added
MetLife Investment Management54,278$20.2M0.18%−1,692−3.0%Reduced
CIBC World Markets Corp55,014$20.5M0.14%+38,014+223.6%Added
South State Corp.55,192$20.6M1.73%+107+0.2%Added
Jefferies Group LLC55,195$20.6M0.49%+5,427+10.9%Added
Candriam Luxembourg S.C.A.56,350$21.0M0.14%−501−0.9%Reduced
Tiaa, FSB56,419$21.0M0.07%+213+0.4%Added
Millennium Management LLC58,139$21.7M0.03%−81,527−58.4%Reduced
HighTower Advisors, LLC58,816$21.9M0.06%+1,045+1.8%Added
Glenmede Trust Co NA58,769$21.9M0.11%+4,591+8.5%Added
Edmond de Rothschild Holding S.A.59,294$22.1M0.51%+5,370+10.0%Added
Eagle Global Advisors LLC60,334$22.5M1.48%−207−0.3%Reduced
Nomura Holdings Inc59,885$22.5M0.17%+1,229+2.1%Added
Handelsbanken Fonder AB60,425$22.5M0.12%+1,274+2.2%Added
Fir Tree Capital Management LP60,932$22.7M0.77%−2,268−3.6%Reduced
Marshall Wace, LLP61,506$22.9M0.11%−6,146−9.1%Reduced
Panagora Asset Management Inc61,698$23.0M0.12%+15,367+33.2%Added
USS Investment Management Ltd61,787$23.0M0.20%+12,056+24.2%Added
O'Shaughnessy Asset Management, LLC62,880$23.5M0.48%+50,374+402.8%Added
DnB Asset Management AS63,268$23.6M0.15%+2,654+4.4%Added
State of Tennessee, Treasury Department63,327$23.6M0.09%+672+1.1%Added