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 2021
Institutional positions in Elevance Health, Inc. as of Dec 31, 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
- 1,375
- +180 vs. Q3 2021
- Shares held
- 214.4M
- −608.6K (−0.3%) vs. Q3 2021
- Total value
- $99.3B
- +$19.1B (+23.8%) vs. Q3 2021
- New holders
- 241
- 427 more added
- Sold out
- 61
- 449 more reduced
26 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 1,702 | $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 2021
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DuPont Capital Management Corp | 17,670 | $8.19M | 0.29% | −33,180−65.3% | Reduced |
| Unison Asset Management LLC | 17,789 | $8.25M | 6.80% | −2,649−13.0% | Reduced |
| Oppenheimer & Co Inc | 17,825 | $8.26M | 0.14% | −1,022−5.4% | Reduced |
| Tamar Securities, LLC | 17,878 | $8.29M | 2.44% | −1,682−8.6% | Reduced |
| Distillate Capital Partners LLC | 17,931 | $8.31M | 1.39% | +5,470+43.9% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 18,026 | $8.36M | 0.83% | −262−1.4% | Reduced |
| Creative Planning | 18,225 | $8.45M | 0.01% | +189+1.0% | Added |
| Elo Mutual Pension Insurance Co | 18,259 | $8.46M | 0.23% | +1,137+6.6% | Added |
| Greatmark Investment Partners, Inc. | 18,514 | $8.58M | 1.44% | −67−0.4% | Reduced |
| Fifth Third Bancorp | 18,531 | $8.59M | 0.03% | +800+4.5% | Added |
| Huntington National Bank | 18,677 | $8.66M | 0.08% | +1,285+7.4% | Added |
| McKinley Capital Management LLC /Delaware | 18,810 | $8.72M | 0.78% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 18,812 | $8.72M | 0.23% | +130+0.7% | Added |
| Sandy Spring Bank | 18,835 | $8.73M | 0.42% | +387+2.1% | Added |
| Calamos Advisors LLC | 18,870 | $8.75M | 0.04% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 18,962 | $8.79M | 0.05% | +16,779+768.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 19,007 | $8.81M | 0.04% | +1,524+8.7% | Added |
| GAM Holding AG | 19,154 | $8.88M | 0.40% | −17−0.1% | Reduced |
| Achmea Investment Management B.V. | 19,196 | $8.90M | 0.42% | +19,196 | New |
| Dai-Ichi Life Insurance Company, Ltd | 19,203 | $8.90M | 0.11% | −2,173−10.2% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 19,500 | $9.04M | 0.11% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 19,556 | $9.06M | 1.41% | +33+0.2% | Added |
| Guggenheim Capital LLC | 19,683 | $9.12M | 0.05% | −2,148−9.8% | Reduced |
| Tredje AP-fonden | 19,911 | $9.23M | 0.18% | +1,254+6.7% | Added |
| Cornerstone Advisors, LLC | 20,000 | $9.27M | 0.50% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 20,051 | $9.29M | 0.17% | −367−1.8% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 20,887 | $9.33M | 1.49% | +996+5.0% | Added |
| Allstate Corp | 20,201 | $9.36M | 0.18% | +14,327+243.9% | Added |
| Leuthold Group, LLC | 20,294 | $9.41M | 1.10% | +9,017+80.0% | Added |
| Chiron Investment Management, LLC | 20,329 | $9.42M | 1.07% | +20,329 | New |
| Stephens Inc | 20,335 | $9.43M | 0.14% | −387−1.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 20,694 | $9.59M | 0.18% | −1,382−6.3% | Reduced |
| Highland Capital Management, LLC | 20,726 | $9.61M | 0.54% | −210−1.0% | Reduced |
| Impax Asset Management Group plc | 20,734 | $9.61M | 0.04% | +60.0% | Added |
| Arbor Wealth Management, LLC | 20,769 | $9.63M | 2.11% | +96+0.5% | Added |
| ExodusPoint Capital Management, LP | 20,775 | $9.63M | 0.12% | +20,775 | New |
| Norinchukin Bank, The | 20,824 | $9.65M | 0.12% | −228−1.1% | Reduced |
| Parsec Financial Management, Inc. | 20,846 | $9.66M | 0.40% | +70.0% | Added |
| Taylor Wealth Management Partners | 21,315 | $9.88M | 3.48% | +387+1.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 21,828 | $10.1M | 0.64% | −1,300−5.6% | Reduced |
| Vontobel Holding Ltd. | 21,860 | $10.2M | 0.08% | +2,194+11.2% | Added |
| Geneos Wealth Management Inc. | 22,142 | $10.3M | 0.39% | −160−0.7% | Reduced |
| Northwest & Ethical Investments L.P. | 22,435 | $10.4M | 0.31% | +930+4.3% | Added |
| Stock Yards Bank & Trust Co | 22,637 | $10.5M | 0.55% | +21,392+1,718.2% | Added |
| Two Sigma Investments, LP | 22,878 | $10.6M | 0.03% | −64,965−74.0% | Reduced |
| CIBC Asset Management Inc | 23,175 | $10.7M | 0.04% | +1,002+4.5% | Added |
| Baader Bank INC | 23,550 | $10.9M | 0.86% | +23,550 | New |
| Parus Finance (UK) Ltd | 23,667 | $11.0M | 3.52% | −1,868−7.3% | Reduced |
| First American Trust, FSB | 24,378 | $11.3M | 1.54% | +784+3.3% | Added |
| Miracle Mile Advisors, LLC | 24,384 | $11.3M | 0.44% | +577+2.4% | Added |
| Integral Health Asset Management, LLC | 25,000 | $11.6M | 3.23% | 00.0% | Unchanged |
| Hartford Investment Management Co | 26,020 | $12.1M | 0.28% | +1,877+7.8% | Added |
| Industrial Alliance Investment Management Inc. | 26,207 | $12.1M | 0.28% | +26,207 | New |
| Federated Hermes, Inc. | 26,228 | $12.2M | 0.02% | −14,434−35.5% | Reduced |
| CIBC World Markets Inc. | 26,720 | $12.4M | 0.04% | +1,247+4.9% | Added |
| Nissay Asset Management Corp | 26,816 | $12.4M | 0.10% | +589+2.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 26,659 | $12.5M | 0.16% | +26,659 | New |
| Shell Asset Management Co | 27,041 | $12.5M | 0.26% | +2,698+11.1% | Added |
| Illinois Municipal Retirement Fund | 27,752 | $12.9M | 0.36% | +10,183+58.0% | Added |
| Whittier Trust Co of Nevada Inc | 27,774 | $12.9M | 0.47% | +1,814+7.0% | Added |
| Metropolitan Life Insurance Co | 27,793 | $12.9M | 0.18% | −912−3.2% | Reduced |
| Gotham Asset Management, LLC | 28,285 | $13.1M | 0.42% | +9,058+47.1% | Added |
| Adviser Investments LLC | 28,304 | $13.1M | 0.88% | +327+1.2% | Added |
| Punch & Associates Investment Management, Inc. | 28,313 | $13.1M | 0.69% | +101+0.4% | Added |
| Mercer Global Advisors Inc | 28,539 | $13.2M | 0.08% | +2,096+7.9% | Added |
| Hyperion Capital Advisors LP | 28,554 | $13.2M | 2.96% | +1,861+7.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 28,375 | $13.3M | 0.18% | +10,690+60.4% | Added |
| MUFG Americas Holdings Corp | 28,727 | $13.3M | 0.25% | −7,408−20.5% | Reduced |
| Crestline Management, LP | 30,000 | $13.9M | 1.04% | +30,000 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,465 | $14.1M | 0.15% | −89−0.3% | Reduced |
| Palladium Partners LLC | 30,534 | $14.2M | 0.58% | −50−0.2% | Reduced |
| Earnest Partners LLC | 30,879 | $14.3M | 0.08% | −2,681−8.0% | Reduced |
| Stanley Capital Management, LLC | 31,100 | $14.4M | 4.56% | +1,000+3.3% | Added |
| Vident Investment Advisory, LLC | 31,324 | $14.5M | 0.38% | +1,189+3.9% | Added |
| MML Investors Services, LLC | 31,624 | $14.7M | 0.11% | +2,233+7.6% | Added |
| ING Groep NV | 31,679 | $14.7M | 0.13% | +11,210+54.8% | Added |
| Mutual of America Capital Management LLC | 32,022 | $14.8M | 0.15% | −21−0.1% | Reduced |
| Crossmark Global Holdings, Inc. | 32,085 | $14.9M | 0.32% | −3,304−9.3% | Reduced |
| Washington Trust Bank | 33,090 | $15.3M | 1.48% | −58−0.2% | Reduced |
| Parkwood LLC | 33,125 | $15.4M | 2.71% | +2,015+6.5% | Added |
| Comerica Bank | 35,016 | $15.4M | 0.11% | −1,649−4.5% | Reduced |
| Texas Permanent School Fund | 33,430 | $15.5M | 0.19% | −4,235−11.2% | Reduced |
| Commonwealth Equity Services, LLC | 33,468 | $15.5M | 0.03% | −34−0.1% | Reduced |
| IFM Investors Pty Ltd | 33,505 | $15.5M | 0.28% | −315−0.9% | Reduced |
| Andra AP-fonden | 33,800 | $15.7M | 0.32% | −600−1.7% | Reduced |
| Perpetual Investment Management Ltd | 33,975 | $15.7M | 1.81% | +1,745+5.4% | Added |
| FineMark National Bank & Trust | 33,986 | $15.8M | 0.60% | +156+0.5% | Added |
| Gabelli Funds LLC | 34,000 | $15.8M | 0.10% | −3,000−8.1% | Reduced |
| Eversept Partners, LP | 34,294 | $15.9M | 1.32% | +2,666+8.4% | Added |
| Sector Gamma AS | 34,402 | $15.9M | 3.75% | −8,790−20.4% | Reduced |
| Captrust Financial Advisors | 34,494 | $16.0M | 0.11% | −691−2.0% | Reduced |
| Omers Administration Corp | 35,397 | $16.4M | 0.21% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 35,805 | $16.6M | 1.21% | −305−0.8% | Reduced |
| Mackay Shields LLC | 36,263 | $16.8M | 0.14% | −990−2.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 37,112 | $17.2M | 0.04% | −9,126−19.7% | Reduced |
| LGT Group Foundation | 38,406 | $17.8M | 0.46% | +38,406 | New |
| Nomura Holdings Inc | 38,385 | $17.8M | 0.10% | −21,500−35.9% | Reduced |
| Advisor Group Holdings, Inc. | 38,461 | $17.8M | 0.03% | +4,400+12.9% | Added |
| US Bancorp | 38,581 | $17.9M | 0.03% | +2,134+5.9% | Added |
| Rockefeller Capital Management L.P. | 39,010 | $18.1M | 0.08% | −151−0.4% | Reduced |