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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, 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
+181 vs. Q3 2021
Shares held
214.4M
−608.2K (−0.3%) vs. Q3 2021
Total value
$99.3B
+$19.1B (+23.8%) vs. Q3 2021
New holders
241
427 more added
Sold out
60
449 more reduced

27 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.

Institutional holdersQ4 2021: 1,375 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 heldQ4 2021: $99.3B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q3 2021.

Institutions holding ELV in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Citadel Advisors LLC301,362$139.7M0.15%+287,125+2,016.8%Added
RWC Asset Management LLP292,178$135.4M3.75%+1,749+0.6%Added
Great West Life Assurance Co290,509$134.4M0.28%−15,029−4.9%Reduced
New York State Teachers Retirement System288,580$133.8M0.26%−41,930−12.7%Reduced
Principal Financial Group Inc286,705$132.9M0.08%−8,024−2.7%Reduced
1832 Asset Management L.P.268,509$126.6M0.22%−6,418−2.3%Reduced
Envestnet Asset Management Inc271,522$125.9M0.06%+11,694+4.5%Added
Credit Suisse AG269,235$124.8M0.10%−22,135−7.6%Reduced
Man Group plc263,299$122.0M0.39%+80,219+43.8%Added
Adage Capital Partners GP, L.L.C.258,593$119.9M0.22%−3,900−1.5%Reduced
Bank of Montreal252,918$118.7M0.06%−316,234−55.6%Reduced
AXA S.A.232,469$107.8M0.28%−4,614−1.9%Reduced
Ensign Peak Advisors, Inc229,836$106.5M0.20%+6,160+2.8%Added
Citigroup Inc222,420$103.1M0.09%−90,105−28.8%Reduced
Sound Shore Management Inc218,453$101.3M2.81%−23,876−9.9%Reduced
Crake Asset Management LLP217,058$100.6M5.69%−37,193−14.6%Reduced
Morningstar Investment Services LLC215,674$100.0M1.11%+5,260+2.5%Added
Korea Investment CORP209,548$97.1M0.25%+48,116+29.8%Added
HSBC Holdings PLC207,649$96.7M0.10%−84,309−28.9%Reduced
Commerce Bank202,925$94.1M0.62%+1,686+0.8%Added
Pzena Investment Management LLC190,486$88.3M0.33%−1,454−0.8%Reduced
Renaissance Technologies LLC190,373$88.2M0.11%+179,300+1,619.3%Added
Lazard Asset Management LLC187,402$86.9M0.09%−28,808−13.3%Reduced
Mn Services Vermogensbeheer B.V.186,900$86.6M0.51%+3,500+1.9%Added
Panagora Asset Management Inc183,442$85.0M0.45%+121,744+197.3%Added
Davenport & Co LLC180,241$83.5M0.56%+5,405+3.1%Added
Pendal Group Limited177,840$82.4M0.66%−66,216−27.1%Reduced
Victory Capital Management Inc177,831$82.4M0.08%−1,045−0.6%Reduced
Stifel Financial Corp176,046$81.6M0.11%+116+0.1%Added
CDAM (UK) Ltd172,534$80.0M9.58%−15,600−8.3%Reduced
STRS Ohio169,788$78.7M0.27%+3,604+2.2%Added
Mackenzie Financial Corp168,218$78.0M0.11%−8,258−4.7%Reduced
Natixis Advisors, L.P.166,073$77.0M0.29%+9,077+5.8%Added
TD Asset Management Inc163,108$75.6M0.06%+1,618+1.0%Added
Locust Wood Capital Advisers, LLC162,548$75.3M4.24%+38,152+30.7%Added
Public Employees Retirement System of Ohio161,735$75.0M0.25%−4,978−3.0%Reduced
Atalanta Sosnoff Capital, LLC160,181$74.3M1.60%−62,057−27.9%Reduced
Wishbone Management, LP160,000$74.2M10.09%−105,000−39.6%Reduced
Allspring Global Investments Holdings, LLC158,532$73.5M0.08%+158,532New
Royal London Asset Management Ltd156,899$72.7M0.27%−10,901−6.5%Reduced
McDonald Capital Investors Inc153,010$70.9M4.97%−2,868−1.8%Reduced
Voya Investment Management LLC152,178$70.5M0.14%+18,454+13.8%Added
Storebrand Asset Management AS151,840$70.4M0.31%−2,104−1.4%Reduced
American Century Companies Inc150,781$69.9M0.04%+23,006+18.0%Added
Raymond James & Associates145,932$67.6M0.05%+10,584+7.8%Added
Chevy Chase Trust Holdings, Inc.145,914$67.6M0.22%−3,787−2.5%Reduced
Capital Group Private Client Services, Inc.144,722$67.1M0.72%−3,791−2.6%Reduced
State of New Jersey Common Pension Fund D143,442$66.5M0.19%−341−0.2%Reduced
BNP Paribas Arbitrage, SA141,732$65.7M0.16%+47,643+50.6%Added
Toronto Dominion Bank140,546$65.1M0.09%−343,131−70.9%Reduced
Polaris Capital Management, LLC140,251$65.0M2.10%−1,300−0.9%Reduced
Skandinaviska Enskilda Banken AB (publ)130,192$60.8M0.31%−5,927−4.4%Reduced
DekaBank Deutsche Girozentrale130,584$60.6M0.15%+12,101+10.2%Added
Millennium Management LLC128,414$59.5M0.07%+70,275+120.9%Added
Healthcare of Ontario Pension Plan Trust Fund126,965$58.9M0.13%+76,447+151.3%Added
Triodos Investment Management BV126,520$58.6M7.66%−28,000−18.1%Reduced
Swedbank AB123,665$57.8M0.10%−390−0.3%Reduced
Teacher Retirement System of Texas120,806$56.0M0.25%+3,505+3.0%Added
Iridian Asset Management LLC120,602$55.9M3.52%−181,765−60.1%Reduced
ZWJ Investment Counsel Inc118,190$54.8M2.80%+118,190New
Trillium Asset Management, LLC117,193$54.3M1.27%+7,384+6.7%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.115,789$53.8M0.21%+15,206+15.1%Added
Asset Management One Co.,Ltd.114,569$53.6M0.19%−696−0.6%Reduced
LPL Financial LLC113,774$52.7M0.04%+4,234+3.9%Added
Redmile Group, LLC110,289$51.1M1.16%−17,213−13.5%Reduced
Treasurer of the State of North Carolina107,464$49.8M0.26%+440+0.4%Added
Gateway Investment Advisers LLC105,642$49.0M0.47%+245+0.2%Added
Standard Life Aberdeen plc105,270$48.8M0.11%−6,112−5.5%Reduced
Employees Retirement System of Texas104,921$48.6M0.54%+2,679+2.6%Added
Seizert Capital Partners, LLC102,444$47.5M2.12%−2,921−2.8%Reduced
The PNC Financial Services Group, Inc.101,649$47.1M0.04%−3,034−2.9%Reduced
HealthCor Management, L.P.101,560$47.1M2.60%+101,560New
Virginia Retirement Systems Et Al101,300$47.0M0.43%00.0%Unchanged
Pictet Asset Management SA99,947$46.3M0.05%−1,043−1.0%Reduced
Whittier Trust Co99,821$46.3M0.75%+2,125+2.2%Added
Federation des caisses Desjardins du Quebec99,042$45.9M0.45%+11,895+13.6%Added
D. E. Shaw & Co., Inc.98,879$45.8M0.06%−18,689−15.9%Reduced
Rhenman & Partners Asset Management AB98,000$45.8M3.04%−22,000−18.3%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)97,415$45.2M0.22%+13,775+16.5%Added
Empire Life Investments Inc.96,288$44.6M2.72%+359+0.4%Added
Boston Private Wealth LLC95,839$44.4M0.73%−1,764−1.8%Reduced
Capital International Inc95,457$44.2M0.41%−698−0.7%Reduced
Northwestern Mutual Wealth Management Co93,007$43.1M0.07%+5,287+6.0%Added
South Dakota Investment Council91,727$42.5M0.71%−3,550−3.7%Reduced
Los Angeles Capital Management LLC91,563$42.4M0.16%−5,803−6.0%Reduced
C WorldWide Group Holding A/S91,000$42.2M0.40%00.0%Unchanged
SEI Investments Co90,456$41.8M0.08%−1,445−1.6%Reduced
Hitchwood Capital Management LP90,000$41.7M1.95%+90,000New
Loomis Sayles & Co L P87,134$40.4M0.05%−33,512−27.8%Reduced
NFJ Investment Group, LLC86,633$40.2M0.73%−7,950−8.4%Reduced
M&T Bank Corp84,716$39.3M0.17%+744+0.9%Added
Arrowstreet Capital, Limited Partnership81,985$38.0M0.05%−85,146−50.9%Reduced
Pinebridge Investments, L.P.80,942$37.5M0.38%−3,575−4.2%Reduced
Lakewood Capital Management, LP80,939$37.5M1.60%00.0%Unchanged
Capitolis Advisors LLC80,871$37.5M0.22%+67,083+486.5%Added
Polar Capital Holdings Plc80,760$37.4M0.19%−19,480−19.4%Reduced
Retirement Systems of Alabama80,423$37.3M0.13%−3,305−3.9%Reduced
Caisse de Depot Et Placement du Quebec80,034$37.1M0.08%−30,309−27.5%Reduced
American International Group, Inc.78,927$36.6M0.18%−998−1.2%Reduced
Natixis78,669$36.5M0.12%+30,667+63.9%Added