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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 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.

Institutional holdersQ4 2022: 1,551 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 2022: $108.8B
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 2022

Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q3 2022.

Institutions holding ELV in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Fund Management S.A.24,387$12.5M0.28%+24,387New
National Bank of Canada24,537$12.6M0.03%−2,927−10.7%Reduced
Janney Montgomery Scott LLC24,684$12.7M0.05%−1,575−6.0%Reduced
Bokf, NA24,813$12.7M0.23%−11,546−31.8%Reduced
Cetera Advisor Networks LLC24,907$12.8M0.10%+11,729+89.0%Added
Punch & Associates Investment Management, Inc.24,960$12.8M0.83%−247−1.0%Reduced
Integral Health Asset Management, LLC25,000$12.8M2.89%−15,000−37.5%Reduced
CIBC World Markets Inc.25,706$13.2M0.05%+4,685+22.3%Added
Endurant Capital Management LP26,077$13.4M5.43%+9,675+59.0%Added
Partners Capital Investment Group, LLP26,083$13.4M0.64%+23,185+800.0%Added
Churchill Management Corp26,097$13.4M0.32%+127+0.5%Added
Jane Street Group, LLC26,100$13.4M0.03%−75,806−74.4%Reduced
PGGM Investments26,273$13.5M0.24%−6,198−19.1%Reduced
Creative Planning26,377$13.5M0.02%+5,116+24.1%Added
Gabelli Funds LLC26,500$13.6M0.11%−1,000−3.6%Reduced
Moran Wealth Management, LLC26,820$13.8M0.52%+26,820New
Fifth Third Bancorp27,419$14.1M0.07%+4,161+17.9%Added
LMCG Investments, LLC27,421$14.1M0.98%−1,636−5.6%Reduced
Federated Hermes, Inc.27,497$14.1M0.04%+10,569+62.4%Added
Washington Trust Bank27,579$14.1M1.60%−943−3.3%Reduced
Czech National Bank27,955$14.3M0.38%+63+0.2%Added
Alerus Financial NA28,268$14.5M1.33%+20,544+266.0%Added
Nissay Asset Management Corp28,293$14.5M0.14%−694−2.4%Reduced
Ilmarinen Mutual Pension Insurance Co28,500$14.6M0.22%00.0%Unchanged
Edmond de Rothschild Holding S.A.28,840$14.8M0.35%00.0%Unchanged
Suvretta Capital Management, LLC28,971$14.9M0.62%+28,971New
Adviser Investments LLC31,363$15.1M0.37%+1,023+3.4%Added
Parallax Volatility Advisers, L.P.29,490$15.1M0.39%+5,912+25.1%Added
Impax Asset Management Group plc29,583$15.2M0.07%−1,225−4.0%Reduced
Public Sector Pension Investment Board29,759$15.3M0.12%−45,017−60.2%Reduced
Industrial Alliance Investment Management Inc.30,816$15.8M0.44%−2,129−6.5%Reduced
Cornerstone Advisors, LLC31,000$15.9M0.79%00.0%Unchanged
Aptus Capital Advisors, LLC31,679$16.3M0.53%+1,895+6.4%Added
CIBC World Markets Corp31,878$16.4M0.11%−205,818−86.6%Reduced
North Growth Management Ltd.32,000$16.4M3.72%00.0%Unchanged
B. Metzler seel. Sohn & Co. AG32,022$16.4M0.28%+1,243+4.0%Added
Cullen/Frost Bankers, Inc.32,167$16.5M0.31%+17,202+114.9%Added
Vident Investment Advisory, LLC32,776$16.8M0.63%−57−0.2%Reduced
ProShare Advisors LLC32,943$16.9M0.06%−294−0.9%Reduced
Stanley Capital Management, LLC33,100$17.0M5.39%00.0%Unchanged
FineMark National Bank & Trust33,197$17.0M0.77%+65+0.2%Added
Stock Yards Bank & Trust Co33,228$17.0M0.67%+545+1.7%Added
South Dakota Investment Council33,275$17.1M0.38%−8,889−21.1%Reduced
Longbow Finance SA33,750$17.3M2.33%+33,750New
Texas Permanent School Fund33,933$17.4M0.26%−26−0.1%Reduced
Kiwi Wealth Investments Limited Partnership33,996$17.4M1.16%+20,351+149.1%Added
Mutual of America Capital Management LLC34,195$17.5M0.22%+894+2.7%Added
Earnest Partners LLC34,336$17.6M0.11%+1,223+3.7%Added
Lowe Brockenbrough & Co Inc34,583$17.7M1.54%+256+0.7%Added
CIBC Asset Management Inc34,583$17.7M0.08%+2,097+6.5%Added
Varma Mutual Pension Insurance Co35,000$18.0M0.25%−5,000−12.5%Reduced
Perpetual Investment Management Ltd35,050$18.0M2.15%+5,957+20.5%Added
Omers Administration Corp35,397$18.2M0.29%00.0%Unchanged
LGT Group Foundation35,415$18.2M0.57%−1,380−3.8%Reduced
Cumberland Partners Ltd35,606$18.3M1.92%+15,154+74.1%Added
Whittier Trust Co of Nevada Inc35,733$18.3M0.72%+565+1.6%Added
NorthCrest Asset Manangement, LLC36,048$18.5M1.05%+1,610+4.7%Added
Capital International Inc36,313$18.6M0.40%+278+0.8%Added
Parkwood LLC36,478$18.7M3.81%−1,731−4.5%Reduced
Quadrature Capital Ltd37,490$19.2M0.57%+19,807+112.0%Added
Comerica Bank40,167$19.3M0.15%+4,999+14.2%Added
Kames Capital plc37,719$19.4M0.35%+6,337+20.2%Added
Xponance, Inc.38,376$19.7M0.32%+3,496+10.0%Added
Cookson Peirce & Co Inc38,688$19.8M1.29%+403+1.1%Added
Redmile Group, LLC38,970$20.0M0.82%−31,517−44.7%Reduced
Hitchwood Capital Management LP40,000$20.5M6.02%00.0%Unchanged
Mercer Global Advisors Inc40,116$20.6M0.10%+8,656+27.5%Added
Umb Bank N A40,174$20.6M0.33%−264−0.7%Reduced
Polar Capital Holdings Plc40,336$20.7M0.16%−10,713−21.0%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys40,370$20.7M0.18%+5,265+15.0%Added
Gulf International Bank (UK) Ltd40,391$20.7M0.36%+200.0%Added
Steigerwald, Gordon & Koch Inc.40,502$20.8M3.30%−45−0.1%Reduced
ING Groep NV40,607$20.8M0.21%+2,992+8.0%Added
Public Employees Retirement Association of Colorado40,952$21.0M0.11%−605−1.5%Reduced
MML Investors Services, LLC42,295$21.7M0.14%+4,823+12.9%Added
Tiaa, FSB42,577$21.8M0.09%−2,196−4.9%Reduced
Rockefeller Capital Management L.P.42,623$21.9M0.11%−723−1.7%Reduced
Utah Retirement Systems42,836$22.0M0.35%−353−0.8%Reduced
Schonfeld Strategic Advisors LLC42,881$22.0M0.18%−61,584−59.0%Reduced
Hallmark Capital Management Inc43,450$22.3M2.07%−1,385−3.1%Reduced
New York Life Investment Management LLC44,007$22.6M0.26%−451−1.0%Reduced
LSV Asset Management44,947$23.1M0.05%00.0%Unchanged
Rhenman & Partners Asset Management AB45,000$23.1M2.41%+5,000+12.5%Added
IFM Investors Pty Ltd45,065$23.1M0.39%+2,940+7.0%Added
Polaris Wealth Advisory Group, LLC49,383$23.7M1.77%+208+0.4%Added
Auxier Asset Management46,536$23.9M4.12%−33−0.1%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund46,562$23.9M0.34%−600−1.3%Reduced
Yousif Capital Management, LLC47,034$24.1M0.32%+4,470+10.5%Added
Professional Advisory Services Inc47,350$24.3M3.95%−3,633−7.1%Reduced
Crossmark Global Holdings, Inc.47,381$24.3M0.61%+1,748+3.8%Added
Border to Coast Pensions Partnership Ltd47,775$24.5M0.79%00.0%Unchanged
Sector Gamma AS47,777$24.5M5.60%+1,745+3.8%Added
Ardevora Asset Management LLP47,917$24.6M0.42%−50,792−51.5%Reduced
Capital Group Investment Management Pte. Ltd.48,588$24.9M0.96%+48,588New
Commonwealth Equity Services, LLC48,770$25.0M0.06%+9,177+23.2%Added
Captrust Financial Advisors48,938$25.1M0.13%+599+1.2%Added
Raymond James Financial Services Advisors, Inc.49,050$25.2M0.05%+191+0.4%Added
USS Investment Management Ltd49,118$25.2M0.36%−6,900−12.3%Reduced
TCW Group Inc49,986$25.6M0.37%−1,961−3.8%Reduced
Achmea Investment Management B.V.53,372$25.7M0.86%+27,038+102.7%Added