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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 216,210 | $80.6M | 0.09% | −10,171−4.5% | Reduced |
| Morningstar Investment Services LLC | 210,414 | $81.7M | 0.96% | +4,111+2.0% | Added |
| Atalanta Sosnoff Capital, LLC | 222,238 | $82.8M | 1.94% | +78,319+54.4% | Added |
| Ensign Peak Advisors, Inc | 223,676 | $83.4M | 0.17% | +48,039+27.4% | Added |
| AXA S.A. | 237,083 | $88.4M | 0.25% | −3,041−1.3% | Reduced |
| Voloridge Investment Management, LLC | 238,804 | $89.0M | 0.57% | +186,907+360.1% | Added |
| Sound Shore Management Inc | 242,329 | $90.3M | 2.55% | +26,238+12.1% | Added |
| Pendal Group Limited | 244,056 | $91.0M | 0.75% | +1,328+0.5% | Added |
| Crake Asset Management LLP | 254,251 | $94.8M | 5.17% | +16,000+6.7% | Added |
| Envestnet Asset Management Inc | 259,828 | $96.9M | 0.05% | −12,521−4.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 262,493 | $97.9M | 0.19% | −3,700−1.4% | Reduced |
| Wishbone Management, LP | 265,000 | $98.8M | 13.63% | −55,000−17.2% | Reduced |
| 1832 Asset Management L.P. | 274,927 | $107.5M | 0.20% | +24,404+9.7% | Added |
| RWC Asset Management LLP | 290,429 | $108.3M | 3.30% | 00.0% | Unchanged |
| Credit Suisse AG | 291,370 | $108.6M | 0.09% | −21,886−7.0% | Reduced |
| Principal Financial Group Inc | 294,729 | $109.9M | 0.07% | −6,193−2.1% | Reduced |
| HSBC Holdings PLC | 291,958 | $110.6M | 0.13% | +46,707+19.0% | Added |
| Iridian Asset Management LLC | 302,367 | $112.7M | 3.52% | −151,786−33.4% | Reduced |
| State Board of Administration of Florida Retirement System | 306,612 | $114.3M | 0.22% | −12,620−4.0% | Reduced |
| Great West Life Assurance Co | 305,538 | $114.7M | 0.27% | +11,909+4.1% | Added |
| FPR Partners LLC | 308,223 | $114.9M | 3.05% | +13,000+4.4% | Added |
| Clearbridge Investments, LLC | 312,030 | $116.3M | 0.08% | +13,390+4.5% | Added |
| Citigroup Inc | 312,525 | $116.5M | 0.12% | +75,937+32.1% | Added |
| Brandywine Global Investment Management, LLC | 314,742 | $117.3M | 0.89% | −17,292−5.2% | Reduced |
| Ci Investments Inc. | 319,955 | $119.3M | 0.44% | −136,962−30.0% | Reduced |
| New York State Teachers Retirement System | 330,510 | $123.2M | 0.26% | +37,534+12.8% | Added |
| Ninety One UK Ltd | 332,162 | $123.8M | 0.32% | −6,595−1.9% | Reduced |
| National Pension Service | 337,789 | $125.9M | 0.24% | +570.0% | Added |
| Railway Pension Investments Ltd | 355,969 | $132.7M | 1.08% | +11,700+3.4% | Added |
| Bessemer Group Inc | 370,814 | $138.2M | 0.29% | +2,795+0.8% | Added |
| First Trust Advisors LP | 383,830 | $143.1M | 0.15% | −4,881−1.3% | Reduced |
| Artemis Investment Management LLP | 386,433 | $143.9M | 1.14% | +278,044+256.5% | Added |
| Yacktman Asset Management LP | 402,308 | $150.0M | 1.44% | −3,046−0.8% | Reduced |
| FIL Ltd | 409,051 | $152.5M | 0.17% | −2,247−0.5% | Reduced |
| CIBC Private Wealth Group, LLC | 416,873 | $155.4M | 0.36% | −126,109−23.2% | Reduced |
| KBC Group NV | 417,968 | $155.8M | 0.57% | +20,053+5.0% | Added |
| Jacobs Levy Equity Management, Inc | 423,859 | $158.0M | 1.06% | +17,441+4.3% | Added |
| Brown Advisory Inc | 425,330 | $158.6M | 0.23% | −860−0.2% | Reduced |
| California State Teachers Retirement System | 425,674 | $158.7M | 0.20% | −6,025−1.4% | Reduced |
| Rhumbline Advisers | 438,865 | $163.6M | 0.22% | −10,202−2.3% | Reduced |
| Thrivent Financial for Lutherans | 447,220 | $166.7M | 0.34% | +171,891+62.4% | Added |
| Bellevue Group AG | 475,210 | $177.2M | 1.80% | +9,234+2.0% | Added |
| Steadfast Capital Management LP | 478,999 | $178.6M | 2.26% | +478,999 | New |
| Formuepleje A/S | 479,343 | $178.7M | 7.15% | +87,014+22.2% | Added |
| Toronto Dominion Bank | 483,677 | $180.3M | 0.28% | −5,086−1.0% | Reduced |
| UBS Group AG | 485,480 | $181.0M | 0.08% | +20,711+4.5% | Added |
| Neuberger Berman Group LLC | 493,410 | $181.2M | 0.16% | +58,222+13.4% | Added |
| Macquarie Group Ltd | 496,062 | $184.9M | 0.16% | −6,683−1.3% | Reduced |
| Eaton Vance Management | 503,240 | $185.8M | 0.26% | −4,979−1.0% | Reduced |
| Focused Investors LLC | 544,700 | $203.1M | 6.77% | −19,600−3.5% | Reduced |
| Canada Pension Plan Investment Board | 566,022 | $211.0M | 0.24% | +43,011+8.2% | Added |
| California Public Employees Retirement System | 569,161 | $212.2M | 0.16% | −14,601−2.5% | Reduced |
| Bank of Montreal | 569,152 | $221.3M | 0.11% | +97,922+20.8% | Added |
| Robeco Institutional Asset Management B.V. | 597,343 | $222.7M | 0.49% | +5,559+0.9% | Added |
| Two Sigma Advisers, LP | 608,562 | $226.9M | 0.59% | −41,200−6.3% | Reduced |
| Wells Fargo & Company | 608,905 | $227.0M | 0.05% | −41,066−6.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 623,400 | $232.4M | 0.51% | +26,633+4.5% | Added |
| Barclays PLC | 630,764 | $235.1M | 0.17% | +115,734+22.5% | Added |
| NN Investment Partners Holdings N.V. | 630,818 | $235.2M | 1.30% | −114,304−15.3% | Reduced |
| Janus Henderson Group PLC | 638,345 | $238.0M | 0.10% | −25,015−3.8% | Reduced |
| Russell Investments Group, Ltd. | 632,182 | $238.3M | 0.40% | +43,774+7.4% | Added |
| Boston Partners | 647,991 | $241.6M | 0.31% | −1,451,782−69.1% | Reduced |
| Truist Financial Corp | 650,094 | $242.4M | 0.40% | −10,561−1.6% | Reduced |
| Prudential Financial Inc | 680,935 | $253.9M | 0.35% | +57,868+9.3% | Added |
| New York State Common Retirement Fund | 691,685 | $257.9M | 0.27% | −1480.0% | Reduced |
| State of Wisconsin Investment Board | 740,097 | $275.9M | 0.57% | +80,370+12.2% | Added |
| Manufacturers Life Insurance Company, The | 778,307 | $290.2M | 0.24% | +1,788+0.2% | Added |
| Carmignac Gestion | 791,150 | $295.0M | 3.69% | −2,570−0.3% | Reduced |
| AQR Capital Management LLC | 846,005 | $315.4M | 0.58% | +135,267+19.0% | Added |
| Farallon Capital Management, L.L.C. | 854,965 | $318.7M | 1.71% | +204,965+31.5% | Added |
| M&G Investment Management Ltd | 860,171 | $320.8M | 1.56% | +37,310+4.5% | Added |
| Parametric Portfolio Associates LLC | 884,506 | $329.7M | 0.19% | −52,749−5.6% | Reduced |
| Deutsche Bank AG | 897,544 | $334.6M | 0.16% | +58,322+6.9% | Added |
| Royal Bank of Canada | 901,631 | $336.1M | 0.09% | +69,068+8.3% | Added |
| Schroder Investment Management Group | 907,301 | $338.2M | 0.54% | −42,143−4.4% | Reduced |
| Goldman Sachs Group Inc | 923,142 | $344.1M | 0.09% | −337,827−26.8% | Reduced |
| Swiss National Bank | 968,032 | $360.9M | 0.23% | −30,600−3.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 980,560 | $365.6M | 0.23% | −39,133−3.8% | Reduced |
| Altshuler Shaham Ltd | 1,017,626 | $381.4M | 2.84% | +1,017,626 | New |
| Allianz Asset Management GmbH | 1,023,576 | $381.6M | 0.32% | −213,309−17.2% | Reduced |
| TPG Group Holdings (SBS) Advisors, Inc. | 1,067,795 | $398.1M | 3.95% | +8,245+0.8% | Added |
| Amundi | 1,088,280 | $405.7M | 0.28% | +311,477+40.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,141,846 | $425.7M | 2.11% | +96,566+9.2% | Added |
| Vulcan Value Partners, LLC | 1,168,878 | $435.8M | 2.34% | −11,702−1.0% | Reduced |
| Charles Schwab Investment Management Inc | 1,300,637 | $484.9M | 0.16% | +29,595+2.3% | Added |
| Brave Warrior Advisors, LLC | 1,371,262 | $511.2M | 17.90% | +225,846+19.7% | Added |
| Newport Trust Co | 1,374,979 | $512.6M | 1.39% | −21,789−1.6% | Reduced |
| Putnam Investments LLC | 1,402,872 | $523.0M | 0.81% | +130,131+10.2% | Added |
| Ameriprise Financial Inc | 1,433,363 | $534.4M | 0.17% | +665,454+86.7% | Added |
| Morgan Stanley | 1,649,939 | $615.1M | 0.08% | +81,314+5.2% | Added |
| JPMorgan Chase & Co | 1,662,785 | $619.9M | 0.08% | +338,502+25.6% | Added |
| Franklin Resources Inc | 1,706,247 | $636.1M | 0.24% | +9,327+0.5% | Added |
| Orbis Allan Gray Ltd | 1,718,049 | $640.5M | 4.40% | −427,561−19.9% | Reduced |
| UBS Asset Management Americas Inc | 1,732,684 | $645.9M | 0.27% | +588,390+51.4% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 1,821,413 | $679.0M | 6.10% | −22,588−1.2% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,842,798 | $687.0M | 2.28% | +30,017+1.7% | Added |
| EdgePoint Investment Group Inc. | 1,867,765 | $696.3M | 5.38% | +541,104+40.8% | Added |
| Legal & General Group Plc | 1,961,211 | $731.1M | 0.24% | +59,922+3.2% | Added |
| Bank of New York Mellon Corp | 2,000,566 | $745.8M | 0.15% | −82,638−4.0% | Reduced |
| First Eagle Investment Management, LLC | 2,046,440 | $762.9M | 1.96% | +92,057+4.7% | Added |