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 | 1,703 | $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, 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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 31,624 | $14.7M | 0.11% | +2,233+7.6% | Added |
| Vident Investment Advisory, LLC | 31,324 | $14.5M | 0.38% | +1,189+3.9% | Added |
| Stanley Capital Management, LLC | 31,100 | $14.4M | 4.56% | +1,000+3.3% | Added |
| Earnest Partners LLC | 30,879 | $14.3M | 0.08% | −2,681−8.0% | Reduced |
| Palladium Partners LLC | 30,534 | $14.2M | 0.58% | −50−0.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,465 | $14.1M | 0.15% | −89−0.3% | Reduced |
| Crestline Management, LP | 30,000 | $13.9M | 1.04% | +30,000 | New |
| MUFG Americas Holdings Corp | 28,727 | $13.3M | 0.25% | −7,408−20.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 28,375 | $13.3M | 0.18% | +10,690+60.4% | Added |
| Hyperion Capital Advisors LP | 28,554 | $13.2M | 2.96% | +1,861+7.0% | Added |
| Mercer Global Advisors Inc | 28,539 | $13.2M | 0.08% | +2,096+7.9% | Added |
| Punch & Associates Investment Management, Inc. | 28,313 | $13.1M | 0.69% | +101+0.4% | Added |
| Adviser Investments LLC | 28,304 | $13.1M | 0.88% | +327+1.2% | Added |
| Gotham Asset Management, LLC | 28,285 | $13.1M | 0.42% | +9,058+47.1% | Added |
| Metropolitan Life Insurance Co | 27,793 | $12.9M | 0.18% | −912−3.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 27,774 | $12.9M | 0.47% | +1,814+7.0% | Added |
| Illinois Municipal Retirement Fund | 27,752 | $12.9M | 0.36% | +10,183+58.0% | Added |
| Shell Asset Management Co | 27,041 | $12.5M | 0.26% | +2,698+11.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 26,659 | $12.5M | 0.16% | +26,659 | New |
| Nissay Asset Management Corp | 26,816 | $12.4M | 0.10% | +589+2.2% | Added |
| CIBC World Markets Inc. | 26,720 | $12.4M | 0.04% | +1,247+4.9% | Added |
| Federated Hermes, Inc. | 26,228 | $12.2M | 0.02% | −14,434−35.5% | Reduced |
| Industrial Alliance Investment Management Inc. | 26,207 | $12.1M | 0.28% | +26,207 | New |
| Hartford Investment Management Co | 26,020 | $12.1M | 0.28% | +1,877+7.8% | Added |
| Integral Health Asset Management, LLC | 25,000 | $11.6M | 3.23% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 24,384 | $11.3M | 0.44% | +577+2.4% | Added |
| First American Trust, FSB | 24,378 | $11.3M | 1.54% | +784+3.3% | Added |
| Parus Finance (UK) Ltd | 23,667 | $11.0M | 3.52% | −1,868−7.3% | Reduced |
| Baader Bank INC | 23,550 | $10.9M | 0.86% | +23,550 | New |
| CIBC Asset Management Inc | 23,175 | $10.7M | 0.04% | +1,002+4.5% | Added |
| Two Sigma Investments, LP | 22,878 | $10.6M | 0.03% | −64,965−74.0% | Reduced |
| Stock Yards Bank & Trust Co | 22,637 | $10.5M | 0.55% | +21,392+1,718.2% | Added |
| Northwest & Ethical Investments L.P. | 22,435 | $10.4M | 0.31% | +930+4.3% | Added |
| Geneos Wealth Management Inc. | 22,142 | $10.3M | 0.39% | −160−0.7% | Reduced |
| Vontobel Holding Ltd. | 21,860 | $10.2M | 0.08% | +2,194+11.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 21,828 | $10.1M | 0.64% | −1,300−5.6% | Reduced |
| Taylor Wealth Management Partners | 21,315 | $9.88M | 3.48% | +387+1.8% | Added |
| Parsec Financial Management, Inc. | 20,846 | $9.66M | 0.40% | +70.0% | Added |
| Norinchukin Bank, The | 20,824 | $9.65M | 0.12% | −228−1.1% | Reduced |
| ExodusPoint Capital Management, LP | 20,775 | $9.63M | 0.12% | +20,775 | New |
| Arbor Wealth Management, LLC | 20,769 | $9.63M | 2.11% | +96+0.5% | Added |
| Impax Asset Management Group plc | 20,734 | $9.61M | 0.04% | +60.0% | Added |
| Highland Capital Management, LLC | 20,726 | $9.61M | 0.54% | −210−1.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 20,694 | $9.59M | 0.18% | −1,382−6.3% | Reduced |
| Stephens Inc | 20,335 | $9.43M | 0.14% | −387−1.9% | Reduced |
| Chiron Investment Management, LLC | 20,329 | $9.42M | 1.07% | +20,329 | New |
| Leuthold Group, LLC | 20,294 | $9.41M | 1.10% | +9,017+80.0% | Added |
| Allstate Corp | 20,201 | $9.36M | 0.18% | +14,327+243.9% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 20,887 | $9.33M | 1.49% | +996+5.0% | Added |
| Securian Asset Management, Inc | 20,051 | $9.29M | 0.17% | −367−1.8% | Reduced |
| Cornerstone Advisors, LLC | 20,000 | $9.27M | 0.50% | 00.0% | Unchanged |
| Tredje AP-fonden | 19,911 | $9.23M | 0.18% | +1,254+6.7% | Added |
| Guggenheim Capital LLC | 19,683 | $9.12M | 0.05% | −2,148−9.8% | Reduced |
| River Wealth Advisors LLC | 19,556 | $9.06M | 1.41% | +33+0.2% | Added |
| Ilmarinen Mutual Pension Insurance Co | 19,500 | $9.04M | 0.11% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 19,203 | $8.90M | 0.11% | −2,173−10.2% | Reduced |
| Achmea Investment Management B.V. | 19,196 | $8.90M | 0.42% | +19,196 | New |
| GAM Holding AG | 19,154 | $8.88M | 0.40% | −17−0.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 19,007 | $8.81M | 0.04% | +1,524+8.7% | Added |
| Bridgewater Associates, LP | 18,962 | $8.79M | 0.05% | +16,779+768.6% | Added |
| Calamos Advisors LLC | 18,870 | $8.75M | 0.04% | 00.0% | Unchanged |
| Sandy Spring Bank | 18,835 | $8.73M | 0.42% | +387+2.1% | Added |
| Maryland State Retirement & Pension System | 18,812 | $8.72M | 0.23% | +130+0.7% | Added |
| McKinley Capital Management LLC /Delaware | 18,810 | $8.72M | 0.78% | 00.0% | Unchanged |
| Huntington National Bank | 18,677 | $8.66M | 0.08% | +1,285+7.4% | Added |
| Fifth Third Bancorp | 18,531 | $8.59M | 0.03% | +800+4.5% | Added |
| Greatmark Investment Partners, Inc. | 18,514 | $8.58M | 1.44% | −67−0.4% | Reduced |
| Elo Mutual Pension Insurance Co | 18,259 | $8.46M | 0.23% | +1,137+6.6% | Added |
| Creative Planning | 18,225 | $8.45M | 0.01% | +189+1.0% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 18,026 | $8.36M | 0.83% | −262−1.4% | Reduced |
| Distillate Capital Partners LLC | 17,931 | $8.31M | 1.39% | +5,470+43.9% | Added |
| Tamar Securities, LLC | 17,878 | $8.29M | 2.44% | −1,682−8.6% | Reduced |
| Oppenheimer & Co Inc | 17,825 | $8.26M | 0.14% | −1,022−5.4% | Reduced |
| Unison Asset Management LLC | 17,789 | $8.25M | 6.80% | −2,649−13.0% | Reduced |
| DuPont Capital Management Corp | 17,670 | $8.19M | 0.29% | −33,180−65.3% | Reduced |
| Sivik Global Healthcare LLC | 17,500 | $8.11M | 3.48% | +17,500 | New |
| Robeco Schweiz AG | 17,477 | $8.10M | 0.11% | +17,477 | New |
| SG Americas Securities, LLC | 16,708 | $7.75M | 0.05% | +10,806+183.1% | Added |
| Siemens Fonds Invest GmbH | 16,544 | $7.73M | 0.51% | −1,334−7.5% | Reduced |
| Alpine Woods Capital Investors, LLC | 16,406 | $7.61M | 0.75% | 00.0% | Unchanged |
| Summit Street Capital Management, LLC | 16,235 | $7.53M | 4.69% | 00.0% | Unchanged |
| Martingale Asset Management L P | 16,214 | $7.52M | 0.10% | −1,648−9.2% | Reduced |
| Timber Creek Capital Management LLC | 16,163 | $7.49M | 2.23% | +92+0.6% | Added |
| Capital Analysts, LLC | 16,092 | $7.46M | 0.45% | +362+2.3% | Added |
| Xponance, Inc. | 15,965 | $7.40M | 0.12% | +3,567+28.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,750 | $7.30M | 0.15% | +535+3.5% | Added |
| Tower Research Capital LLC (TRC) | 15,590 | $7.23M | 0.13% | +10,675+217.2% | Added |
| Kiwi Wealth Investments Limited Partnership | 15,491 | $7.18M | 0.34% | +13,726+777.7% | Added |
| Daiwa Securities Group Inc. | 15,479 | $7.17M | 0.04% | +666+4.5% | Added |
| Louisiana State Employees Retirement System | 15,200 | $7.05M | 0.15% | 00.0% | Unchanged |
| Scotia Capital Inc. | 15,184 | $7.04M | 0.05% | −447−2.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 15,145 | $7.02M | 0.96% | −210−1.4% | Reduced |
| Varma Mutual Pension Insurance Co | 15,000 | $6.95M | 0.10% | +5,000+50.0% | Added |
| Atria Investments LLC | 14,858 | $6.89M | 0.12% | +374+2.6% | Added |
| New Mexico Educational Retirement Board | 14,846 | $6.88M | 0.23% | −1,200−7.5% | Reduced |
| Baird Financial Group, Inc. | 14,813 | $6.87M | 0.02% | +30+0.2% | Added |
| Swarthmore Group Inc | 14,680 | $6.80M | 1.62% | −14,557−49.8% | Reduced |
| Tekla Capital Management LLC | 14,644 | $6.79M | 0.22% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 14,443 | $6.70M | 0.27% | +267+1.9% | Added |
| Clear Street Markets LLC | 14,325 | $6.64M | 0.60% | +14,325 | New |