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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 449,685 | $208.4M | 0.40% | +2,465+0.6% | Added |
| Bellevue Group AG | 455,294 | $211.0M | 2.18% | −19,916−4.2% | Reduced |
| Tesco Pension Investment Ltd | 475,976 | $220.6M | 3.62% | +475,976 | New |
| Marshall Wace, LLP | 486,857 | $225.7M | 0.45% | +425,351+691.6% | Added |
| AQR Capital Management LLC | 514,872 | $238.7M | 0.43% | −331,133−39.1% | Reduced |
| Eaton Vance Management | 526,359 | $244.0M | 0.30% | +23,119+4.6% | Added |
| FIL Ltd | 530,826 | $246.1M | 0.25% | +121,775+29.8% | Added |
| Focused Investors LLC | 546,900 | $253.5M | 7.75% | +2,200+0.4% | Added |
| California Public Employees Retirement System | 548,688 | $254.3M | 0.17% | −20,473−3.6% | Reduced |
| Prudential Financial Inc | 563,309 | $261.1M | 0.32% | −117,626−17.3% | Reduced |
| Steadfast Capital Management LP | 566,087 | $262.4M | 4.49% | +87,088+18.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 625,125 | $289.8M | 0.60% | +1,725+0.3% | Added |
| Boston Partners | 627,528 | $290.8M | 0.35% | −20,463−3.2% | Reduced |
| Neuberger Berman Group LLC | 638,169 | $291.1M | 0.23% | +144,759+29.3% | Added |
| NN Investment Partners Holdings N.V. | 632,847 | $293.4M | 1.47% | +2,029+0.3% | Added |
| New York State Common Retirement Fund | 639,289 | $296.3M | 0.30% | −52,396−7.6% | Reduced |
| Truist Financial Corp | 642,284 | $297.7M | 0.46% | −7,810−1.2% | Reduced |
| Barclays PLC | 651,986 | $302.2M | 0.18% | +21,222+3.4% | Added |
| Russell Investments Group, Ltd. | 654,310 | $303.9M | 0.49% | +22,128+3.5% | Added |
| State of Wisconsin Investment Board | 665,229 | $308.4M | 0.60% | −74,868−10.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 668,024 | $309.7M | 0.66% | +70,681+11.8% | Added |
| Manufacturers Life Insurance Company, The | 706,139 | $327.3M | 0.20% | −72,168−9.3% | Reduced |
| Carmignac Gestion | 736,096 | $341.2M | 4.78% | −55,054−7.0% | Reduced |
| Farallon Capital Management, L.L.C. | 755,060 | $350.0M | 1.98% | −99,905−11.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 753,985 | $352.2M | 0.51% | +543,396+258.0% | Added |
| M&G Investment Management Ltd | 769,906 | $357.2M | 2.58% | −90,265−10.5% | Reduced |
| Allianz Asset Management GmbH | 813,162 | $376.9M | 0.27% | −210,414−20.6% | Reduced |
| Parametric Portfolio Associates LLC | 902,924 | $418.5M | 0.21% | +18,418+2.1% | Added |
| Royal Bank of Canada | 907,497 | $420.7M | 0.10% | +5,866+0.7% | Added |
| TPG GP A, LLC | 923,113 | $427.9M | 4.27% | +923,113 | New |
| Swiss National Bank | 926,632 | $429.5M | 0.26% | −41,400−4.3% | Reduced |
| Janus Henderson Group PLC | 954,862 | $442.6M | 0.18% | +316,517+49.6% | Added |
| Amundi | 1,031,618 | $461.0M | 0.29% | −56,662−5.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,102,028 | $510.8M | 2.45% | −39,818−3.5% | Reduced |
| Deutsche Bank AG | 1,124,936 | $521.5M | 0.23% | +227,392+25.3% | Added |
| UBS Asset Management Americas Inc | 1,127,786 | $522.8M | 0.20% | −604,898−34.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,163,207 | $539.2M | 0.33% | +182,647+18.6% | Added |
| Schroder Investment Management Group | 1,167,856 | $541.3M | 0.74% | +260,555+28.7% | Added |
| Charles Schwab Investment Management Inc | 1,294,481 | $600.0M | 0.18% | −6,156−0.5% | Reduced |
| Goldman Sachs Group Inc | 1,324,158 | $613.8M | 0.15% | +401,016+43.4% | Added |
| Putnam Investments LLC | 1,334,017 | $618.4M | 0.88% | −68,855−4.9% | Reduced |
| Newport Trust Co | 1,356,267 | $628.7M | 1.70% | −18,712−1.4% | Reduced |
| Brave Warrior Advisors, LLC | 1,365,785 | $633.1M | 20.17% | −5,477−0.4% | Reduced |
| Orbis Allan Gray Ltd | 1,536,331 | $712.2M | 5.27% | −181,718−10.6% | Reduced |
| JPMorgan Chase & Co | 1,548,290 | $717.7M | 0.09% | −114,495−6.9% | Reduced |
| Franklin Resources Inc | 1,652,147 | $765.8M | 0.28% | −54,100−3.2% | Reduced |
| Morgan Stanley | 1,701,141 | $788.5M | 0.10% | +51,202+3.1% | Added |
| EdgePoint Investment Group Inc. | 1,732,001 | $802.9M | 6.13% | −135,764−7.3% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,751,777 | $812.0M | 2.57% | −91,021−4.9% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 1,770,040 | $820.5M | 7.01% | −51,373−2.8% | Reduced |
| Legal & General Group Plc | 1,914,014 | $887.2M | 0.27% | −47,197−2.4% | Reduced |
| Bank of New York Mellon Corp | 1,995,209 | $924.9M | 0.17% | −5,357−0.3% | Reduced |
| First Eagle Investment Management, LLC | 2,017,856 | $935.4M | 2.34% | −28,584−1.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 2,096,688 | $971.9M | 3.06% | −286,740−12.0% | Reduced |
| Nordea Investment Management AB | 2,117,892 | $989.0M | 1.18% | +13,144+0.6% | Added |
| Dimensional Fund Advisors LP | 2,222,489 | $1.03B | 0.31% | −83,158−3.6% | Reduced |
| Nuveen Asset Management, LLC | 2,348,630 | $1.09B | 0.32% | −132,059−5.3% | Reduced |
| Norges Bank | 2,434,182 | $1.13B | 0.23% | −42,558−1.7% | Reduced |
| Ameriprise Financial Inc | 2,479,440 | $1.14B | 0.32% | +1,046,077+73.0% | Added |
| Eagle Capital Management LLC | 2,458,440 | $1.14B | 3.40% | −88,455−3.5% | Reduced |
| Northern Trust Corp | 2,465,349 | $1.14B | 0.19% | −85,340−3.3% | Reduced |
| Invesco Ltd. | 2,931,884 | $1.36B | 0.33% | −23,426−0.8% | Reduced |
| Bank of America Corp | 3,229,394 | $1.50B | 0.16% | +84,082+2.7% | Added |
| Artisan Partners Limited Partnership | 3,375,293 | $1.56B | 1.87% | −10,804−0.3% | Reduced |
| Alliancebernstein L.P. | 3,654,496 | $1.69B | 0.60% | −280,284−7.1% | Reduced |
| Sanders Capital, LLC | 4,042,601 | $1.87B | 3.82% | +65,439+1.6% | Added |
| Geode Capital Management, LLC | 4,174,578 | $1.93B | 0.23% | +51,641+1.3% | Added |
| Baillie Gifford & Co | 4,582,312 | $2.12B | 1.17% | +587,649+14.7% | Added |
| Capital International Investors | 5,638,163 | $2.61B | 0.55% | +437,816+8.4% | Added |
| FMR LLC | 6,488,495 | $3.01B | 0.22% | +102,963+1.6% | Added |
| Price T Rowe Associates Inc | 9,802,869 | $4.54B | 0.41% | −20,557−0.2% | Reduced |
| Wellington Management Group LLP | 10,363,291 | $4.80B | 0.77% | −115,928−1.1% | Reduced |
| State Street Corp | 10,732,795 | $4.98B | 0.24% | +162,857+1.5% | Added |
| Vanguard Group Inc | 18,912,468 | $8.77B | 0.20% | −15,598−0.1% | Reduced |
| BlackRock Inc. | 21,474,453 | $9.95B | 0.25% | −180,422−0.8% | Reduced |
| Vulcan Value Partners, LLC | 0 | $0 | 0.00% | −1,168,878−100.0% | Sold out |
| FPR Partners LLC | 0 | $0 | 0.00% | −308,223−100.0% | Sold out |
| OrbiMed Advisors LLC | 0 | $0 | 0.00% | −207,100−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −113,627−100.0% | Sold out |
| Glenview Capital Management, LLC | 0 | $0 | 0.00% | −88,011−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −84,269−100.0% | Sold out |
| Fir Tree Capital Management LP | 0 | $0 | 0.00% | −60,932−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −37,500−100.0% | Sold out |
| Lockheed Martin Investment Management Co | 0 | $0 | 0.00% | −21,400−100.0% | Sold out |
| TT International Asset Management LTD | 0 | $0 | 0.00% | −17,005−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −10,524−100.0% | Sold out |
| AMJ Financial Wealth Management | 0 | $0 | 0.00% | −8,198−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −6,991−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −6,844−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −4,826−100.0% | Sold out |
| Mirova | 0 | $0 | 0.00% | −4,553−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −3,317−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −3,268−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,198−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −1,833−100.0% | Sold out |
| Alethea Capital Management, LLC | 0 | $0 | 0.00% | −1,813−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −1,693−100.0% | Sold out |