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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, Q3 2022

Institutional positions in Elevance Health, Inc. as of Sep 30, 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
1,448
+22 vs. Q2 2022
Shares held
213.4M
−188.7K (−0.1%) vs. Q2 2022
Total value
$97.0B
−$6.15B (−6.0%) vs. Q2 2022
New holders
111
563 more added
Sold out
89
502 more reduced

17 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: 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 holdersQ3 2022: 1,448 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 heldQ3 2022: $97.0B
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, Q3 2022

Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q2 2022.

Institutions holding ELV in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
FIL Ltd804,349$365.4M0.47%+87,782+12.3%Added
Neuberger Berman Group LLC899,036$408.6M0.43%+34,356+4.0%Added
Putnam Investments LLC930,152$422.5M0.80%−120,273−11.4%Reduced
Deutsche Bank AG945,423$429.4M0.26%+24,179+2.6%Added
Royal Bank of Canada957,979$435.2M0.15%+26,638+2.9%Added
Ruane, Cunniff & Goldfarb L.P.987,857$448.7M6.67%−26,130−2.6%Reduced
Franklin Resources Inc1,017,003$462.0M0.25%−20,254−2.0%Reduced
Sumitomo Mitsui Trust Holdings, Inc.1,032,868$469.2M0.39%−25,647−2.4%Reduced
Swiss National Bank1,044,832$474.6M0.34%−1,900−0.2%Reduced
Arrowstreet Capital, Limited Partnership1,061,880$482.3M0.71%+138,772+15.0%Added
Hotchkis & Wiley Capital Management LLC1,078,242$489.8M2.10%−164,088−13.2%Reduced
Brave Warrior Advisors, LLC1,189,871$540.5M18.68%−21,405−1.8%Reduced
Schroder Investment Management Group1,192,817$541.8M0.90%−63,739−5.1%Reduced
EdgePoint Investment Group Inc.1,203,162$546.5M6.12%−374,784−23.8%Reduced
Newport Trust Co1,306,349$593.4M2.01%−19,717−1.5%Reduced
Eagle Capital Management LLC1,306,883$593.6M2.70%−33,360−2.5%Reduced
Amundi1,313,114$628.7M0.37%+462,779+54.4%Added
Charles Schwab Investment Management Inc1,417,875$644.1M0.23%+94,270+7.1%Added
Barrow Hanley Mewhinney & Strauss LLC1,507,062$684.6M2.81%−106,153−6.6%Reduced
UBS Asset Management Americas Inc1,588,135$721.4M0.40%−81,418−4.9%Reduced
Nordea Investment Management AB1,608,943$748.9M1.21%−99,805−5.8%Reduced
First Eagle Investment Management, LLC1,839,930$835.8M2.53%−171,070−8.5%Reduced
Legal & General Group Plc1,899,768$863.0M0.34%−91,477−4.6%Reduced
Bank of New York Mellon Corp2,033,127$923.5M0.22%−2690.0%Reduced
Dimensional Fund Advisors LP2,219,462$1.01B0.39%−8,588−0.4%Reduced
Goldman Sachs Group Inc2,226,870$1.01B0.30%+120,066+5.7%Added
Norges Bank2,284,301$1.04B0.28%+46,274+2.1%Added
JPMorgan Chase & Co2,336,060$1.06B0.16%+28,039+1.2%Added
Viking Global Investors LPSuperinvestorViking Global Investors2,336,841$1.06B4.90%+872,356+59.6%Added
Northern Trust Corp2,438,990$1.11B0.25%−18,878−0.8%Reduced
Morgan Stanley2,478,103$1.13B0.15%+18,094+0.7%Added
Artisan Partners Limited Partnership2,614,653$1.19B2.10%+87,601+3.5%Added
Alliancebernstein L.P.2,629,078$1.19B0.58%−75,736−2.8%Reduced
Invesco Ltd.2,824,250$1.28B0.41%−236,578−7.7%Reduced
Ameriprise Financial Inc3,036,670$1.38B0.51%+73,949+2.5%Added
Nuveen Asset Management, LLC3,346,064$1.52B0.62%+166,290+5.2%Added
Sanders Capital, LLC3,964,817$1.80B4.95%−113,274−2.8%Reduced
Baillie Gifford & Co3,974,771$1.81B1.86%−91,119−2.2%Reduced
Bank of America Corp4,175,142$1.90B0.25%−483,231−10.4%Reduced
Geode Capital Management, LLC4,206,930$1.91B0.29%+75,103+1.8%Added
FMR LLC6,523,219$2.96B0.31%−24,762−0.4%Reduced
Capital International Investors6,670,753$3.03B0.88%+248,354+3.9%Added
Wellington Management Group LLP9,201,038$4.18B0.89%−646,793−6.6%Reduced
Price T Rowe Associates Inc10,745,891$4.88B0.80%+1,290,134+13.6%Added
State Street Corp10,805,624$4.91B0.31%−29,986−0.3%Reduced
BlackRock Inc.21,049,375$9.56B0.33%−722,795−3.3%Reduced
Vanguard Group Inc21,233,783$9.65B0.28%+183,370+0.9%Added
We Are One Seven, LLC1,240––+355+40.1%Added
Proequities, Inc.0$00.00%−1,606−100.0%Sold out
Lord, Abbett & Co. LLC0$00.00%−197,668−100.0%Sold out
Tesco Pension Investment Ltd0$00.00%−156,773−100.0%Sold out
Sound Shore Management Inc0$00.00%−125,137−100.0%Sold out
CDAM (UK) Ltd0$00.00%−113,629−100.0%Sold out
De Burlo Group Inc0$00.00%−57,091−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−47,588−100.0%Sold out
Woodline Partners LP0$00.00%−29,410−100.0%Sold out
Duality Advisers, LP0$00.00%−9,758−100.0%Sold out
Teamwork Financial Advisors, LLC0$00.00%−5,433−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−5,300−100.0%Sold out
Next Level Private LLC0$00.00%−5,120−100.0%Sold out
PCJ Investment Counsel Ltd.0$00.00%−5,000−100.0%Sold out
Avitas Wealth Management LLC0$00.00%−4,904−100.0%Sold out
Segantii Capital Management Ltd0$00.00%−4,515−100.0%Sold out
Jennison Associates LLC0$00.00%−4,420−100.0%Sold out
Natixis Investment Managers International0$00.00%−4,013−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−3,882−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−3,735−100.0%Sold out
Matisse Capital0$00.00%−3,622−100.0%Sold out
Sabadell Asset Management, S.A S.G.I.I.C0$00.00%−3,121−100.0%Sold out
Stonehage Fleming Financial Services Holdings Ltd0$00.00%−2,711−100.0%Sold out
Diametric Capital, LP0$00.00%−2,446−100.0%Sold out
CTC Capital Management, LLC0$00.00%−2,400−100.0%Sold out
PDT Partners, LLC0$00.00%−2,374−100.0%Sold out
Algert Global LLC0$00.00%−2,241−100.0%Sold out
EP Wealth Advisors, LLC0$00.00%−2,181−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−1,762−100.0%Sold out
Capula Management Ltd0$00.00%−1,685−100.0%Sold out
Aurora Investment Counsel0$00.00%−1,644−100.0%Sold out
Caas Capital Management LP0$00.00%−1,600−100.0%Sold out
Burns Matteson Capital Management, LLC0$00.00%−1,529−100.0%Sold out
River & Mercantile Investments Ltd0$00.00%−1,469−100.0%Sold out
Synergy Financial Management, LLC0$00.00%−1,327−100.0%Sold out
Sterling Manor Financial, LLC0$00.00%−1,204−100.0%Sold out
Citizens Business Bank0$00.00%−1,108−100.0%Sold out
HBK Sorce Advisory LLC0$00.00%−1,071−100.0%Sold out
Oak Thistle LLC0$00.00%−949−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−875−100.0%Sold out
Advisor Resource Council0$00.00%−862−100.0%Sold out
Banque Pictet & Cie SA0$00.00%−852−100.0%Sold out
Stevens Capital Management LP0$00.00%−835−100.0%Sold out
BBR Partners, LLC0$00.00%−778−100.0%Sold out
Barings LLC0$00.00%−752−100.0%Sold out
Wealth Effects LLC0$00.00%−685−100.0%Sold out
Godshalk Welsh Capital Management, Inc.0$00.00%−675−100.0%Sold out
Brendel Financial Advisors LLC0$00.00%−648−100.0%Sold out
Kathmere Capital Management, LLC0$00.00%−626−100.0%Sold out
Drake & Associates, LLC0$00.00%−576−100.0%Sold out
Focus Financial Network, Inc.0$00.00%−573−100.0%Sold out
Krane Funds Advisors LLC0$00.00%−567−100.0%Sold out
Fisher Asset Management, LLC0$00.00%−548−100.0%Sold out