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
- 1,550
- +130 vs. Q3 2022
- Shares held
- 213.0M
- +115.2K (+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
- 561 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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 720,522 | $369.6M | 0.44% | −14,074−1.9% | Reduced |
| Barclays PLC | 780,065 | $400.1M | 0.35% | +327,413+72.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 798,555 | $409.6M | 1.57% | −279,687−25.9% | Reduced |
| FIL Ltd | 804,989 | $412.9M | 0.50% | +640+0.1% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 826,523 | $424.0M | 6.62% | −161,334−16.3% | Reduced |
| Brave Warrior Advisors, LLC | 872,415 | $447.5M | 14.10% | −317,456−26.7% | Reduced |
| Eagle Capital Management LLC | 872,710 | $447.7M | 2.12% | −434,173−33.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 897,805 | $460.5M | 0.64% | −164,075−15.5% | Reduced |
| Putnam Investments LLC | 907,824 | $465.7M | 0.81% | −22,328−2.4% | Reduced |
| Neuberger Berman Group LLC | 935,010 | $479.6M | 0.47% | +35,974+4.0% | Added |
| GQG Partners LLC | 970,569 | $497.9M | 1.35% | +970,569 | New |
| Franklin Resources Inc | 975,245 | $500.3M | 0.26% | −41,758−4.1% | Reduced |
| Swiss National Bank | 975,400 | $500.4M | 0.36% | −69,432−6.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 989,625 | $507.6M | 0.40% | −43,243−4.2% | Reduced |
| Royal Bank of Canada | 1,012,414 | $519.3M | 0.16% | +54,435+5.7% | Added |
| Deutsche Bank AG | 1,017,071 | $521.7M | 0.30% | +71,648+7.6% | Added |
| EdgePoint Investment Group Inc. | 1,142,891 | $586.3M | 6.25% | −60,271−5.0% | Reduced |
| Schroder Investment Management Group | 1,170,216 | $600.3M | 0.95% | −22,601−1.9% | Reduced |
| Newport Trust Co | 1,290,260 | $661.9M | 1.84% | −16,089−1.2% | Reduced |
| Charles Schwab Investment Management Inc | 1,444,042 | $740.8M | 0.24% | +26,167+1.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,452,636 | $745.2M | 2.80% | −54,426−3.6% | Reduced |
| Nordea Investment Management AB | 1,559,633 | $796.6M | 1.24% | −49,310−3.1% | Reduced |
| UBS Asset Management Americas Inc | 1,627,938 | $835.1M | 0.44% | +39,803+2.5% | Added |
| Amundi | 1,837,533 | $883.0M | 0.48% | +524,419+39.9% | Added |
| First Eagle Investment Management, LLC | 1,790,501 | $918.5M | 2.53% | −49,429−2.7% | Reduced |
| Legal & General Group Plc | 1,841,289 | $944.5M | 0.36% | −58,479−3.1% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 1,872,176 | $960.4M | 4.81% | −464,665−19.9% | Reduced |
| Goldman Sachs Group Inc | 2,058,534 | $1.06B | 0.30% | −168,336−7.6% | Reduced |
| Dimensional Fund Advisors LP | 2,091,804 | $1.07B | 0.38% | −127,658−5.8% | Reduced |
| Bank of New York Mellon Corp | 2,138,782 | $1.10B | 0.25% | +105,655+5.2% | Added |
| JPMorgan Chase & Co | 2,222,842 | $1.14B | 0.16% | −113,218−4.8% | Reduced |
| Invesco Ltd. | 2,401,256 | $1.23B | 0.36% | −422,994−15.0% | Reduced |
| Artisan Partners Limited Partnership | 2,407,143 | $1.23B | 2.19% | −207,510−7.9% | Reduced |
| Northern Trust Corp | 2,429,853 | $1.25B | 0.26% | −9,137−0.4% | Reduced |
| Norges Bank | 2,443,049 | $1.25B | 0.30% | +158,748+6.9% | Added |
| Alliancebernstein L.P. | 2,506,814 | $1.29B | 0.58% | −122,264−4.7% | Reduced |
| Morgan Stanley | 2,943,205 | $1.51B | 0.17% | +465,102+18.8% | Added |
| Nuveen Asset Management, LLC | 3,142,281 | $1.61B | 0.62% | −203,783−6.1% | Reduced |
| Ameriprise Financial Inc | 3,208,324 | $1.65B | 0.56% | +171,654+5.7% | Added |
| Bank of America Corp | 3,270,340 | $1.68B | 0.21% | −904,802−21.7% | Reduced |
| Baillie Gifford & Co | 3,776,042 | $1.94B | 2.02% | −198,729−5.0% | Reduced |
| Sanders Capital, LLC | 3,881,777 | $1.99B | 5.22% | −83,040−2.1% | Reduced |
| Geode Capital Management, LLC | 4,219,211 | $2.16B | 0.30% | +12,281+0.3% | Added |
| Capital International Investors | 5,482,378 | $2.81B | 0.75% | −1,188,375−17.8% | Reduced |
| FMR LLC | 6,254,102 | $3.21B | 0.32% | −269,117−4.1% | Reduced |
| Wellington Management Group LLP | 8,782,065 | $4.50B | 0.90% | −418,973−4.6% | Reduced |
| State Street Corp | 11,026,983 | $5.66B | 0.33% | +221,359+2.0% | Added |
| Price T Rowe Associates Inc | 12,725,556 | $6.53B | 1.05% | +1,979,665+18.4% | Added |
| Vanguard Group Inc | 21,473,444 | $11.0B | 0.30% | +239,661+1.1% | Added |
| BlackRock Inc. | 21,555,404 | $11.1B | 0.35% | +506,029+2.4% | Added |
| Capital World Investors | 0 | $0 | 0.00% | −398,294−100.0% | Sold out |
| Avidity Partners Management LP | 0 | $0 | 0.00% | −207,600−100.0% | Sold out |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −135,442−100.0% | Sold out |
| Formuepleje A/S | 0 | $0 | 0.00% | −66,661−100.0% | Sold out |
| Crake Asset Management LLP | 0 | $0 | 0.00% | −55,325−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −41,368−100.0% | Sold out |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −41,012−100.0% | Sold out |
| HealthCor Management, L.P. | 0 | $0 | 0.00% | −38,910−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −38,753−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −38,085−100.0% | Sold out |
| Eversept Partners, LP | 0 | $0 | 0.00% | −33,040−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −20,761−100.0% | Sold out |
| Robeco Schweiz AG | 0 | $0 | 0.00% | −19,677−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −19,077−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −17,444−100.0% | Sold out |
| WCG Wealth Advisors LLC | 0 | $0 | 0.00% | −5,875−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −5,984−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −5,566−100.0% | Sold out |
| Sectoral Asset Management Inc | 0 | $0 | 0.00% | −4,250−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| AAFMAA Wealth Management & Trust LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −3,153−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,142−100.0% | Sold out |
| Morgens Waterfall Vintiadis & Co Inc | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Kinneret Advisory, LLC | 0 | $0 | 0.00% | −3,070−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,011−100.0% | Sold out |
| Cypress Capital Management LLC | 0 | $0 | 0.00% | −2,529−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −2,393−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,422−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,407−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,886−100.0% | Sold out |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −1,662−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −1,527−100.0% | Sold out |
| Shepherd Kaplan Krochuk, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,466−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −1,414−100.0% | Sold out |
| Investment Partners, Ltd. | 0 | $0 | 0.00% | −1,342−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −1,206−100.0% | Sold out |
| LWM Advisory Services, LLC | 0 | $0 | 0.00% | −1,077−100.0% | Sold out |
| Beirne Wealth Consulting Services, LLC | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| Axiom Financial Strategies, LLC | 0 | $0 | 0.00% | −888−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −791−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −760−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −735−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −726−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −687−100.0% | Sold out |
| YorkBridge Wealth Partners, LLC | 0 | $0 | 0.00% | −681−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −661−100.0% | Sold out |
| Poplar Forest Capital LLC | 0 | $0 | 0.00% | −645−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −629−100.0% | Sold out |