Skip to main content

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, Q1 2022

Institutional positions in Elevance Health, Inc. as of Mar 31, 2022. 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
1,423
+58 vs. Q4 2021
Shares held
216.1M
+1.75M (+0.8%) vs. Q4 2021
Total value
$105.7B
+$6.41B (+6.5%) vs. Q4 2021
New holders
149
526 more added
Sold out
91
486 more reduced

10 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 1,423 institutions
Q1 2021: 1,215 institutionsQ2 2021: 1,239 institutionsQ3 2021: 1,221 institutionsQ4 2021: 1,375 institutionsQ1 2022: 1,423 institutionsQ2 2022: 1,443 institutionsQ3 2022: 1,448 institutionsQ4 2022: 1,550 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,672 institutionsQ2 2024: 1,712 institutionsQ3 2024: 1,702 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 heldQ1 2022: $105.7B
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 20241,702$107.2B
Q2 20241,712$112.7B
Q1 20241,672$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,550$108.8B
Q3 20221,448$97.0B
Q2 20221,443$103.2B
Q1 20221,423$105.7B
Q4 20211,375$99.3B
Q3 20211,221$80.6B
Q2 20211,239$82.8B
Q1 20211,215$78.2B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q4 2021.

Institutions holding ELV in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
APG Asset Management N.V.38,552$17.0M0.03%−17,359−31.0%Reduced
Gabelli Funds LLC34,500$16.9M0.11%+500+1.5%Added
Jane Street Group, LLC34,396$16.9M0.03%+21,659+170.0%Added
Public Sector Pension Investment Board34,056$16.7M0.10%−6,440−15.9%Reduced
Industrial Alliance Investment Management Inc.34,008$16.7M0.40%+7,801+29.8%Added
FineMark National Bank & Trust33,836$16.6M0.66%−150−0.4%Reduced
Earnest Partners LLC33,354$16.4M0.10%+2,475+8.0%Added
Stanley Capital Management, LLC33,100$16.3M4.74%+2,000+6.4%Added
LMCG Investments, LLC32,811$16.1M0.93%+32,811New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys32,476$16.0M0.16%+2,011+6.6%Added
Eversept Partners, LP32,451$15.9M1.47%−1,843−5.4%Reduced
Mutual of America Capital Management LLC32,449$15.9M0.17%+427+1.3%Added
Texas Permanent School Fund31,482$15.5M0.21%−1,948−5.8%Reduced
Washington Trust Bank31,460$15.5M1.79%−1,630−4.9%Reduced
Whittier Trust Co of Nevada Inc31,236$15.3M0.56%+3,462+12.5%Added
Bank of Nova Scotia30,578$15.0M0.03%−16,006−34.4%Reduced
Palladium Partners LLC30,435$14.9M0.66%−99−0.3%Reduced
Mercer Global Advisors Inc30,330$14.9M0.09%+1,791+6.3%Added
Varma Mutual Pension Insurance Co30,000$14.7M0.17%+15,000+100.0%Added
Adviser Investments LLC29,053$14.3M0.92%+749+2.6%Added
Sector Gamma AS29,018$14.3M3.10%−5,384−15.7%Reduced
Punch & Associates Investment Management, Inc.28,765$14.1M0.80%+452+1.6%Added
B. Metzler seel. Sohn & Co. AG28,563$14.0M0.19%+1,904+7.1%Added
National Bank of Canada27,007$13.9M0.05%+14,156+110.2%Added
CIBC Asset Management Inc27,974$13.7M0.05%+4,799+20.7%Added
Perpetual Investment Management Ltd27,419$13.5M1.69%−6,556−19.3%Reduced
Nissay Asset Management Corp27,301$13.4M0.12%+485+1.8%Added
Umb Bank N A27,096$13.3M0.18%+21,423+377.6%Added
Jag Capital Management, LLC36,943$13.3M1.32%+32,563+743.4%Added
Stock Yards Bank & Trust Co26,690$13.1M0.73%+4,053+17.9%Added
Illinois Municipal Retirement Fund26,670$13.1M0.39%−1,082−3.9%Reduced
Spire Wealth Management26,118$13.0M0.35%+24,012+1,140.2%Added
Churchill Management Corp26,164$12.9M0.23%+26,164New
Calamos Advisors LLC25,890$12.7M0.05%+7,020+37.2%Added
First American Trust, FSB25,803$12.7M1.75%+1,425+5.8%Added
Hyperion Capital Advisors LP25,792$12.7M4.80%−2,762−9.7%Reduced
Gotham Asset Management, LLC25,691$12.6M0.39%−2,594−9.2%Reduced
Shell Asset Management Co25,287$12.4M0.29%−1,754−6.5%Reduced
Tredje AP-fonden24,911$12.2M0.25%+5,000+25.1%Added
Geneos Wealth Management Inc.24,784$12.2M0.52%+2,642+11.9%Added
Moore Capital Management, LP24,434$12.0M0.39%+24,434New
Hartford Investment Management Co24,292$11.9M0.31%−1,728−6.6%Reduced
Baader Bank INC23,550$11.6M0.94%00.0%Unchanged
Norinchukin Bank, The22,597$11.1M0.15%+1,773+8.5%Added
Sabadell Asset Management, S.A S.G.I.I.C21,047$10.8M1.87%+160+0.8%Added
GAM Holding AG21,966$10.8M0.53%+2,812+14.7%Added
Livforsakringsbolaget Skandia, Omsesidigt21,828$10.7M0.72%00.0%Unchanged
Leuthold Group, LLC21,462$10.5M1.35%+1,168+5.8%Added
Cullen/Frost Bankers, Inc.21,445$10.5M0.21%+751+3.6%Added
CIBC World Markets Inc.21,354$10.5M0.04%−5,366−20.1%Reduced
Pacer Advisors, Inc.20,876$10.3M0.08%+8,252+65.4%Added
Parsec Financial Management, Inc.20,854$10.2M0.44%+80.0%Added
Dai-Ichi Life Insurance Company, Ltd20,840$10.2M0.16%+1,637+8.5%Added
Creative Planning20,779$10.2M0.02%+2,554+14.0%Added
Impax Asset Management Group plc20,754$10.2M0.04%+20+0.1%Added
Highland Capital Management, LLC20,686$10.2M0.61%−40−0.2%Reduced
Kovitz Investment Group Partners, LLC20,310$9.98M0.19%+9,831+93.8%Added
Cornerstone Advisors, LLC20,000$9.82M0.58%00.0%Unchanged
Securian Asset Management, Inc19,827$9.74M0.19%−224−1.1%Reduced
Achmea Investment Management B.V.19,722$9.69M0.25%+526+2.7%Added
River Wealth Advisors LLC19,546$9.60M1.53%−10−0.1%Reduced
Ilmarinen Mutual Pension Insurance Co19,500$9.58M0.12%00.0%Unchanged
Robeco Schweiz AG19,465$9.56M0.13%+1,988+11.4%Added
Distillate Capital Partners LLC19,375$9.52M1.35%+1,444+8.1%Added
Cambridge Investment Research Advisors, Inc.19,276$9.47M0.04%+269+1.4%Added
Wealthfront Advisers LLC19,268$9.46M0.04%+5,340+38.3%Added
Sandy Spring Bank19,247$9.46M0.48%+412+2.2%Added
Elo Mutual Pension Insurance Co19,089$9.38M0.27%+830+4.5%Added
Huntington National Bank19,049$9.36M0.09%+372+2.0%Added
Fifth Third Bancorp19,047$9.36M0.04%+516+2.8%Added
Maryland State Retirement & Pension System18,960$9.31M0.25%+148+0.8%Added
Snowden Capital Advisors LLC18,902$9.29M0.37%+17,410+1,166.9%Added
Guggenheim Capital LLC18,854$9.26M0.06%−829−4.2%Reduced
McKinley Capital Management LLC /Delaware18,810$9.24M0.92%00.0%Unchanged
Smith, Graham & Co., Investment Advisors, LP18,668$9.17M0.95%+642+3.6%Added
Greatmark Investment Partners, Inc.18,439$9.06M1.49%−75−0.4%Reduced
Tamar Securities, LLC18,329$9.00M2.51%+451+2.5%Added
Stephens Inc18,317$9.00M0.15%−2,018−9.9%Reduced
Taylor Wealth Management Partners18,289$8.98M3.64%−3,026−14.2%Reduced
Northwest & Ethical Investments L.P.18,220$8.95M0.29%−4,215−18.8%Reduced
Vontobel Holding Ltd.17,548$8.82M0.08%−4,312−19.7%Reduced
Aptus Capital Advisors, LLC17,928$8.81M0.27%+4,794+36.5%Added
Oppenheimer & Co Inc17,889$8.79M0.16%+64+0.4%Added
Parus Finance (UK) Ltd17,874$8.78M3.14%−5,793−24.5%Reduced
Unison Asset Management LLC17,789$8.74M7.50%00.0%Unchanged
Great Lakes Advisors, LLC17,000$8.35M0.14%+8,859+108.8%Added
Xponance, Inc.16,749$8.23M0.14%+784+4.9%Added
Siemens Fonds Invest GmbH16,669$8.19M0.66%+125+0.8%Added
Atria Investments LLC16,615$8.16M0.14%+1,757+11.8%Added
Capital Analysts, LLC16,573$8.14M0.52%+481+3.0%Added
Louisiana State Employees Retirement System15,300$8.11M0.19%+100+0.7%Added
Alpine Woods Capital Investors, LLC16,270$7.99M0.84%−136−0.8%Reduced
Summit Street Capital Management, LLC16,235$7.97M4.82%00.0%Unchanged
WBI Investments16,761$7.95M1.29%+13,005+346.2%Added
Timber Creek Capital Management LLC16,080$7.90M2.39%−83−0.5%Reduced
Daiwa Securities Group Inc.15,997$7.86M0.05%+518+3.3%Added
Sumitomo Mitsui DS Asset Management Company, Ltd15,781$7.75M0.16%+31+0.2%Added
Kentucky Retirement Systems15,471$7.60M0.31%+1,028+7.1%Added
Kiwi Wealth Investments Limited Partnership15,469$7.60M0.41%−22−0.1%Reduced
GWM Advisors LLC15,423$7.58M0.13%+6,784+78.5%Added