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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.

Q4 2021 vs. Q3 2021

How the institutions holding Elevance Health, Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of ELV: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders1,221261,375+180
Shares216.2M1.17M214.4M−608.6K (−0.3%)
Value$80.6B$435.2M$99.3B+$19.1B (+23.8%)

26 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (241)

Institutions that held Elevance Health, Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 241 by value.

Institutions new to ELV in Q4 2021
InstitutionSharesValue% of portfolio
TPG GP A, LLC923,113$427.9M4.27%
Tesco Pension Investment Ltd475,976$220.6M3.62%
Avidity Partners Management LP321,000$148.8M3.16%
Allspring Global Investments Holdings, LLC158,532$73.5M0.08%
ZWJ Investment Counsel Inc118,190$54.8M2.80%
HealthCor Management, L.P.101,560$47.1M2.60%
Hitchwood Capital Management LP90,000$41.7M1.95%
TPI Fund Managers Ltd63,413$29.4M3.62%
Worldquant Millennium Advisors LLC59,630$27.6M0.55%
Main Street Research LLC55,924$25.9M2.00%
HRT Financial LP52,159$24.2M0.14%
Prana Capital Management, LP49,828$23.1M1.82%
Yousif Capital Management, LLC44,176$20.5M0.21%
Schonfeld Strategic Advisors LLC43,464$20.1M0.20%
PFM Health Sciences, LP42,734$19.8M0.69%
Gulf International Bank (UK) Ltd40,241$18.7M0.26%
LGT Group Foundation38,406$17.8M0.46%
Crestline Management, LP30,000$13.9M1.04%
B. Metzler seel. Sohn & Co. AG26,659$12.5M0.16%
Industrial Alliance Investment Management Inc.26,207$12.1M0.28%
Baader Bank INC23,550$10.9M0.86%
ExodusPoint Capital Management, LP20,775$9.63M0.12%
Chiron Investment Management, LLC20,329$9.42M1.07%
Achmea Investment Management B.V.19,196$8.90M0.42%
Sivik Global Healthcare LLC17,500$8.11M3.48%
Robeco Schweiz AG17,477$8.10M0.11%
Clear Street Markets LLC14,325$6.64M0.60%
National Bank of Canada12,851$5.95M0.02%
L & S Advisors Inc12,470$5.78M0.62%
Duality Advisers, LP10,981$5.09M0.55%
Mill Capital Management, LLC10,478$4.86M0.50%
Pavadi Capital LLC8,876$4.11M3.12%
Paloma Partners Management Co8,495$3.94M0.13%
Sofos Investments, Inc.10,208$3.28M0.26%
Bluefin Capital Management, LLC6,900$3.20M0.25%
HB Wealth Management, LLC6,679$3.10M0.06%
Prudential PLC6,114$2.83M0.04%
Channing Global Advisors, LLC5,792$2.69M2.55%
Umb Bank N A5,673$2.63M0.03%
Sectoral Asset Management Inc5,625$2.61M0.39%
Banque Pictet & Cie SA5,219$2.42M0.02%
Benchmark Investment Advisors LLC4,935$2.29M1.89%
Jackson Wealth Management, LLC4,748$2.20M0.28%
Barden Capital Management, Inc.4,646$2.15M2.05%
Atom Investors LP4,471$2.07M0.57%
Zurich Insurance Group Ltd4,000$1.85M0.02%
Meitav Dash Investments Ltd3,765$1.75M0.03%
PKO Investment Management Joint-Stock Co3,739$1.73M0.20%
Heartland Advisors Inc3,641$1.69M0.10%
WBI Investments3,756$1.63M0.26%
Dixon Hughes Goodman Wealth Advisors LLC3,499$1.62M0.53%
Trail Ridge Investment Advisors, LLC3,336$1.55M0.93%
Richwood Investment Advisors, LLC3,262$1.51M1.32%
Qube Research & Technologies Ltd3,246$1.50M0.01%
Insight Inv LLC2,872$1.33M1.22%
Forum Financial Management, LP2,827$1.31M0.07%
Lombard Odier Asset Management (Switzerland) SA2,784$1.29M0.08%
DB Fitzpatrick & Co, Inc2,740$1.27M1.19%
Aigen Investment Management, LP2,765$1.24M0.08%
Sequoia Financial Advisors, LLC2,652$1.23M0.03%
Connectus Wealth, LLC2,620$1.22M0.05%
CWM, LLC2,473$1.15M0.01%
Desjardins Global Asset Management Inc.2,464$1.14M0.10%
Quent Capital, LLC2,178$1.01M0.21%
Metis Global Partners, LLC2,125$985.0K0.27%
Hofer & Associates. Inc2,114$980.0K0.89%
AXS Investments LLC2,039$945.0K0.22%
Basepoint Wealth LLC1,972$914.2K0.90%
Greenup Street Wealth Management LLC1,971$914.0K0.55%
Lifeworks Advisors, LLC1,864$864.0K0.69%
Colonial River Wealth Management, LLC1,810$839.0K0.45%
Echo Street Capital Management LLC1,796$833.0K0.01%
Empowered Funds, LLC1,679$778.0K0.09%
Willner & Heller, LLC2,071$772.0K1.03%
Burns Matteson Capital Management, LLC1,605$744.0K0.51%
Ameritas Advisory Services, LLC1,583$734.0K0.03%
Brookfield Asset Management Inc.1,501$696.0K0.00%
Personal Cfo Solutions, LLC1,497$694.0K0.13%
Lombard Odier Asset Management (Europe) Ltd1,476$684.0K0.03%
LGT Fund Management Co Ltd.1,450$672.0K0.19%
Money Concepts Capital Corp1,440$668.0K0.06%
HFG Advisors, Inc.1,369$635.0K0.71%
DCM Advisors, LLC1,329$616.0K0.18%
FORA Capital, LLC1,301$603.0K0.23%
Stiles Financial Services Inc1,293$599.0K0.29%
Sentinel Trust Co Lba1,289$598.0K0.07%
DGS Capital Management, LLC1,144$530.0K0.33%
Cardiff Park Advisors, LLC1,128$523.0K0.07%
Simplify Asset Management Inc.1,122$520.0K0.07%
OneAscent Wealth Management LLC1,085$503.0K1.26%
GraniteShares Advisors LLC1,085$502.0K0.23%
American Trust1,046$485.0K0.04%
GSB Wealth Management, LLC1,044$484.0K0.14%
MBB Public Markets I LLC1,010$468.0K0.01%
Cross Staff Investments Inc1,006$466.0K0.42%
United Community Bank1,005$465.9K0.47%
Shay Capital LLC1,000$464.0K0.17%
Congress Wealth Management LLC988$458.0K0.01%
Cassady Schiller Wealth Management, LLC975$452.0K0.27%
Modera Wealth Management, LLC949$440.0K0.02%

Sold out (61)

Institutions that held Elevance Health, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of ELV in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Vulcan Value Partners, LLC1,168,878$435.8M
FPR Partners LLC308,223$114.9M
OrbiMed Advisors LLC207,100$77.2M
Nisa Investment Advisors, LLC113,627$42.4M
Glenview Capital Management, LLC88,011$32.8M
AMP Capital Investors Ltd84,269$31.4M
Fir Tree Capital Management LP60,932$22.7M
MUFG Securities EMEA plc50,000$18.6M
PointState Capital LP37,500$14.0M
Lockheed Martin Investment Management Co21,400$7.98M
TT International Asset Management LTD17,005$6.34M
Group One Trading, L.P.10,524$3.92M
AMJ Financial Wealth Management8,198$3.06M
Horizon Investments, LLC6,991$2.61M
Balyasny Asset Management LLC6,844$2.55M
Capula Management Ltd4,826$1.80M
Mirova4,553$1.70M
Meeder Asset Management Inc3,317$1.24M
Tudor Investment Corp Et Al3,268$1.22M
Quantedge Capital Pte Ltd2,300$857.0K
XTX Topco Ltd2,198$819.0K
SG3 Management, LLC2,000$746.0K
Global Retirement Partners, LLC1,833$683.0K
Alethea Capital Management, LLC1,813$676.0K
Caxton Associates LP1,693$631.0K
Meristem Family Wealth, LLC1,528$570.0K
CenterStar Asset Management, LLC–$527.0K
Alps Advisors Inc1,348$503.0K
Quilter Plc1,111$414.0K
Emerald Advisors, LLC1,026$383.0K
Sciencast Management LP1,000$370.0K
Two Sigma Securities, LLC936$349.0K
Kore Private Wealth LLC838$312.0K
Jump Financial, LLC717$267.0K
Ridgewood Investments LLC679$253.0K
Cassia Capital Partners, LLC650$242.0K
Cutler Group LP590$219.0K
Advus Financial Partners, LLC472$218.8K
Fairhaven Wealth Management, LLC563$210.0K
Nwam LLC560$209.0K
V Wealth Advisors LLC460$172.0K
QVR LLC379$141.0K
Centiva Capital, LP338$126.0K
Trust Co333$124.0K
Kowal Investment Group, LLC282$105.0K
MCF Advisors LLC114$43.0K
Resolute Partners Group77$29.0K
Sterling Financial Planning, Inc.75$28.0K
D'Orazio & Associates, Inc.58$22.0K
Point72 Hong Kong Ltd56$21.0K
Meridian Wealth Partners, LLC55$21.0K
Evolution Wealth Advisors, LLC43$16.0K
Syverson Strege & Co38$14.0K
Capital Advisory Group Advisory Services, LLC23$9.00K
Ibex Wealth Advisors18$7.00K
Corbenic Partners LLC11$4.00K
Cranbrook Wealth Management, LLC10$4.00K
Liberty Wealth Management LLC8$4.00K
Prentice Wealth Management LLC12$4.00K
C M Bidwell & Associates Ltd3$1.00K
PEAK6 Investments LLC2$1.00K

Not filed for Q4 2021 yet (26)

Institutions that held Elevance Health, Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.