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 2022
Institutional positions in Elevance Health, Inc. as of Dec 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
- 1,551
- +130 vs. Q3 2022
- Shares held
- 213.0M
- +115.0K (+0.1%) vs. Q3 2022
- Total value
- $108.8B
- +$12.1B (+12.5%) vs. Q3 2022
- New holders
- 216
- 539 more added
- Sold out
- 86
- 562 more reduced
28 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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 2022
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Seeyond | 10,864 | $5.57M | 0.54% | +4,773+78.4% | Added |
| Peapack Gladstone Financial Corp | 10,952 | $5.62M | 0.11% | −29−0.3% | Reduced |
| Westbourne Investment Advisors, Inc. | 11,100 | $5.69M | 2.88% | +330+3.1% | Added |
| Advisor Partners II, LLC | 11,121 | $5.70M | 0.35% | +1,394+14.3% | Added |
| Engineers Gate Manager LP | 11,407 | $5.85M | 0.35% | +8,377+276.5% | Added |
| New Mexico Educational Retirement Board | 11,446 | $5.87M | 0.32% | −900−7.3% | Reduced |
| Bailard, Inc. | 11,513 | $5.91M | 0.22% | −122−1.0% | Reduced |
| Coastline Trust Co | 11,535 | $5.92M | 0.88% | +640+5.9% | Added |
| Independent Advisor Alliance | 11,559 | $5.93M | 0.73% | +40+0.3% | Added |
| Bamco Inc | 11,600 | $5.95M | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 11,663 | $5.98M | 1.00% | +77+0.7% | Added |
| Diversified Trust Co | 11,708 | $6.01M | 0.25% | −206−1.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 11,753 | $6.03M | 1.97% | −16−0.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 11,800 | $6.05M | 0.10% | −190−1.6% | Reduced |
| GHP Investment Advisors, Inc. | 11,834 | $6.07M | 0.41% | +666+6.0% | Added |
| Parkman Healthcare Partners LLC | 12,296 | $6.31M | 1.68% | −4,900−28.5% | Reduced |
| Banque Cantonale Vaudoise | 12,461 | $6.39M | 0.33% | +5,954+91.5% | Added |
| Cary Street Partner Investment Advisory LLC | 12,638 | $6.48M | 0.48% | +20.0% | Added |
| Pathstone Family Office, LLC | 17,284 | $6.51M | 0.13% | +5,960+52.6% | Added |
| Baird Financial Group, Inc. | 12,942 | $6.64M | 0.02% | +1,396+12.1% | Added |
| Kestra Advisory Services, LLC | 13,200 | $6.77M | 0.06% | +1,931+17.1% | Added |
| Metropolitan Life Insurance Co | 13,254 | $6.80M | 0.30% | −1,037−7.3% | Reduced |
| Meritage Portfolio Management | 13,296 | $6.82M | 0.53% | −174−1.3% | Reduced |
| Contravisory Investment Management, Inc. | 13,309 | $6.83M | 1.89% | +267+2.0% | Added |
| AE Wealth Management LLC | 13,395 | $6.87M | 0.05% | +786+6.2% | Added |
| SYSTM Wealth Solutions LLC | 13,443 | $6.90M | 0.86% | +13,443 | New |
| Summit Street Capital Management, LLC | 13,465 | $6.91M | 4.36% | 00.0% | Unchanged |
| Icon Advisers Inc | 13,600 | $6.98M | 1.78% | +4,500+49.5% | Added |
| Spire Wealth Management | 13,820 | $7.09M | 0.40% | −708−4.9% | Reduced |
| Hyman Charles D | 13,877 | $7.12M | 0.49% | 00.0% | Unchanged |
| Trexquant Investment LP | 14,085 | $7.23M | 0.20% | −8,275−37.0% | Reduced |
| Vestcor Inc | 14,088 | $7.23M | 0.27% | +14+0.1% | Added |
| Shell Asset Management Co | 14,122 | $7.24M | 0.32% | −2,120−13.1% | Reduced |
| La Banque Postale Asset Management SA | 14,604 | $7.49M | 0.21% | +14,604 | New |
| Tekla Capital Management LLC | 14,644 | $7.51M | 0.28% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 14,715 | $7.55M | 0.30% | −3,757−20.3% | Reduced |
| Logan Capital Management Inc | 14,868 | $7.63M | 0.39% | +288+2.0% | Added |
| JustInvest LLC | 14,991 | $7.69M | 0.32% | +510+3.5% | Added |
| Two Sigma Advisers, LP | 15,100 | $7.75M | 0.02% | −2,000−11.7% | Reduced |
| Norinchukin Bank, The | 15,199 | $7.80M | 0.17% | −3,897−20.4% | Reduced |
| Unigestion Holding SA | 15,278 | $7.84M | 0.42% | +7,324+92.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 15,291 | $7.84M | 0.48% | −1,519−9.0% | Reduced |
| Louisiana State Employees Retirement System | 15,400 | $7.90M | 0.22% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 15,804 | $8.11M | 0.40% | +15,804 | New |
| GAM Holding AG | 15,867 | $8.14M | 0.65% | −147−0.9% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 16,110 | $8.26M | 1.01% | −1,090−6.3% | Reduced |
| Siemens Fonds Invest GmbH | 16,236 | $8.33M | 0.83% | −374−2.3% | Reduced |
| Alpine Woods Capital Investors, LLC | 16,264 | $8.34M | 1.22% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 16,378 | $8.40M | 0.96% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 16,613 | $8.48M | 2.75% | −106−0.6% | Reduced |
| Cinctive Capital Management LP | 16,593 | $8.51M | 0.44% | +1,276+8.3% | Added |
| River Wealth Advisors LLC | 16,772 | $8.60M | 1.66% | −873−4.9% | Reduced |
| Assetmark, Inc | 16,889 | $8.66M | 0.04% | +1,152+7.3% | Added |
| Walleye Trading LLC | 16,890 | $8.66M | 0.22% | +6,708+65.9% | Added |
| Vontobel Holding Ltd. | 16,916 | $8.67M | 0.09% | +1,368+8.8% | Added |
| Snowden Capital Advisors LLC | 17,144 | $8.79M | 0.37% | −688−3.9% | Reduced |
| KCM Investment Advisors LLC | 17,354 | $8.90M | 0.38% | +129+0.7% | Added |
| Greatmark Investment Partners, Inc. | 17,372 | $8.91M | 1.63% | −393−2.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 18,111 | $9.29M | 0.05% | −1,749−8.8% | Reduced |
| Unison Asset Management LLC | 18,277 | $9.38M | 7.77% | 00.0% | Unchanged |
| Capital Analysts, LLC | 18,286 | $9.38M | 0.57% | +84+0.5% | Added |
| Coronation Fund Managers Ltd. | 18,301 | $9.39M | 0.26% | −561−3.0% | Reduced |
| Parus Finance (UK) Ltd | 18,345 | $9.41M | 6.39% | −490−2.6% | Reduced |
| Atria Investments LLC | 18,554 | $9.52M | 0.20% | +841+4.7% | Added |
| Elo Mutual Pension Insurance Co | 18,579 | $9.53M | 0.33% | +473+2.6% | Added |
| Ethic Inc. | 18,695 | $9.59M | 0.52% | +3,099+19.9% | Added |
| Tamar Securities, LLC | 18,753 | $9.62M | 3.05% | +354+1.9% | Added |
| McKinley Capital Management LLC /Delaware | 18,810 | $9.65M | 1.29% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 18,869 | $9.68M | 0.38% | +82+0.4% | Added |
| Sandy Spring Bank | 18,889 | $9.69M | 0.58% | +405+2.2% | Added |
| Maryland State Retirement & Pension System | 18,972 | $9.73M | 0.28% | +261+1.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,014 | $9.75M | 0.20% | +1,027+5.7% | Added |
| Colony Group LLC | 19,127 | $9.81M | 0.14% | −306−1.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 19,420 | $9.96M | 0.20% | −134−0.7% | Reduced |
| Andra AP-fonden | 19,600 | $10.1M | 0.30% | −7,900−28.7% | Reduced |
| Prudential PLC | 19,694 | $10.1M | 0.13% | +6,559+49.9% | Added |
| Geneos Wealth Management Inc. | 19,723 | $10.1M | 0.61% | −2,484−11.2% | Reduced |
| Securian Asset Management, Inc | 20,226 | $10.4M | 0.29% | +599+3.1% | Added |
| Leuthold Group, LLC | 20,285 | $10.4M | 1.40% | −467−2.3% | Reduced |
| Illinois Municipal Retirement Fund | 20,421 | $10.5M | 0.24% | −12,034−37.1% | Reduced |
| Highland Capital Management, LLC | 20,496 | $10.5M | 0.74% | −60−0.3% | Reduced |
| Rafferty Asset Management, LLC | 20,547 | $10.5M | 0.09% | +7,699+59.9% | Added |
| Hardman Johnston Global Advisors LLC | 20,700 | $10.6M | 0.42% | +274+1.3% | Added |
| First American Trust, FSB | 20,990 | $10.8M | 1.67% | +356+1.7% | Added |
| Parsec Financial Management, Inc. | 20,998 | $10.8M | 0.48% | +367+1.8% | Added |
| British Columbia Investment Management Corp | 21,298 | $10.9M | 0.12% | −2,552−10.7% | Reduced |
| DuPont Capital Management Corp | 21,876 | $11.2M | 0.53% | +12,797+141.0% | Added |
| Verition Fund Management LLC | 22,244 | $11.4M | 0.22% | −2,157−8.8% | Reduced |
| Stephens Inc | 22,294 | $11.4M | 0.23% | +848+4.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 22,566 | $11.6M | 0.27% | +7,726+52.1% | Added |
| Chiron Investment Management, LLC | 22,787 | $11.7M | 2.74% | +10,894+91.6% | Added |
| Vancity Investment Management Ltd | 22,854 | $11.7M | 1.76% | +2,163+10.5% | Added |
| Wealthfront Advisers LLC | 22,914 | $11.8M | 0.06% | +1,740+8.2% | Added |
| Alberta Investment Management Corp | 22,955 | $11.8M | 0.10% | −13,189−36.5% | Reduced |
| Hyperion Capital Advisors LP | 23,235 | $11.9M | 5.89% | +1,147+5.2% | Added |
| United Services Automobile Association | 23,478 | $12.0M | 0.28% | 00.0% | Unchanged |
| Calamos Advisors LLC | 23,597 | $12.1M | 0.06% | +96+0.4% | Added |
| Daiwa Securities Group Inc. | 24,237 | $12.4M | 0.10% | +6,569+37.2% | Added |
| Hartford Investment Management Co | 24,282 | $12.5M | 0.38% | −198−0.8% | Reduced |
| Vestor Capital, LLC | 24,307 | $12.5M | 1.50% | −249−1.0% | Reduced |