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 |
|---|---|---|---|---|---|
| Cinctive Capital Management LP | 16,593 | $8.51M | 0.44% | +1,276+8.3% | Added |
| Ninety One SA (PTY) Ltd | 16,613 | $8.48M | 2.75% | −106−0.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 16,378 | $8.40M | 0.96% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 16,264 | $8.34M | 1.22% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 16,236 | $8.33M | 0.83% | −374−2.3% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 16,110 | $8.26M | 1.01% | −1,090−6.3% | Reduced |
| GAM Holding AG | 15,867 | $8.14M | 0.65% | −147−0.9% | Reduced |
| Investment Management Corp of Ontario | 15,804 | $8.11M | 0.40% | +15,804 | New |
| Louisiana State Employees Retirement System | 15,400 | $7.90M | 0.22% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 15,291 | $7.84M | 0.48% | −1,519−9.0% | Reduced |
| Unigestion Holding SA | 15,278 | $7.84M | 0.42% | +7,324+92.1% | Added |
| Norinchukin Bank, The | 15,199 | $7.80M | 0.17% | −3,897−20.4% | Reduced |
| Two Sigma Advisers, LP | 15,100 | $7.75M | 0.02% | −2,000−11.7% | Reduced |
| JustInvest LLC | 14,991 | $7.69M | 0.32% | +510+3.5% | Added |
| Logan Capital Management Inc | 14,868 | $7.63M | 0.39% | +288+2.0% | Added |
| Chartwell Investment Partners, LLC | 14,715 | $7.55M | 0.30% | −3,757−20.3% | Reduced |
| Tekla Capital Management LLC | 14,644 | $7.51M | 0.28% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 14,604 | $7.49M | 0.21% | +14,604 | New |
| Shell Asset Management Co | 14,122 | $7.24M | 0.32% | −2,120−13.1% | Reduced |
| Vestcor Inc | 14,088 | $7.23M | 0.27% | +14+0.1% | Added |
| Trexquant Investment LP | 14,085 | $7.23M | 0.20% | −8,275−37.0% | Reduced |
| Hyman Charles D | 13,877 | $7.12M | 0.49% | 00.0% | Unchanged |
| Spire Wealth Management | 13,820 | $7.09M | 0.40% | −708−4.9% | Reduced |
| Icon Advisers Inc | 13,600 | $6.98M | 1.78% | +4,500+49.5% | Added |
| Summit Street Capital Management, LLC | 13,465 | $6.91M | 4.36% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 13,443 | $6.90M | 0.86% | +13,443 | New |
| AE Wealth Management LLC | 13,395 | $6.87M | 0.05% | +786+6.2% | Added |
| Contravisory Investment Management, Inc. | 13,309 | $6.83M | 1.89% | +267+2.0% | Added |
| Meritage Portfolio Management | 13,296 | $6.82M | 0.53% | −174−1.3% | Reduced |
| Metropolitan Life Insurance Co | 13,254 | $6.80M | 0.30% | −1,037−7.3% | Reduced |
| Kestra Advisory Services, LLC | 13,200 | $6.77M | 0.06% | +1,931+17.1% | Added |
| Baird Financial Group, Inc. | 12,942 | $6.64M | 0.02% | +1,396+12.1% | Added |
| Pathstone Family Office, LLC | 17,284 | $6.51M | 0.13% | +5,960+52.6% | Added |
| Cary Street Partner Investment Advisory LLC | 12,638 | $6.48M | 0.48% | +20.0% | Added |
| Banque Cantonale Vaudoise | 12,461 | $6.39M | 0.33% | +5,954+91.5% | Added |
| Parkman Healthcare Partners LLC | 12,296 | $6.31M | 1.68% | −4,900−28.5% | Reduced |
| GHP Investment Advisors, Inc. | 11,834 | $6.07M | 0.41% | +666+6.0% | Added |
| Susquehanna Fundamental Investments, LLC | 11,800 | $6.05M | 0.10% | −190−1.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 11,753 | $6.03M | 1.97% | −16−0.1% | Reduced |
| Diversified Trust Co | 11,708 | $6.01M | 0.25% | −206−1.7% | Reduced |
| Institutional & Family Asset Management, LLC | 11,663 | $5.98M | 1.00% | +77+0.7% | Added |
| Bamco Inc | 11,600 | $5.95M | 0.02% | 00.0% | Unchanged |
| Independent Advisor Alliance | 11,559 | $5.93M | 0.73% | +40+0.3% | Added |
| Coastline Trust Co | 11,535 | $5.92M | 0.88% | +640+5.9% | Added |
| Bailard, Inc. | 11,513 | $5.91M | 0.22% | −122−1.0% | Reduced |
| New Mexico Educational Retirement Board | 11,446 | $5.87M | 0.32% | −900−7.3% | Reduced |
| Engineers Gate Manager LP | 11,407 | $5.85M | 0.35% | +8,377+276.5% | Added |
| Advisor Partners II, LLC | 11,121 | $5.70M | 0.35% | +1,394+14.3% | Added |
| Westbourne Investment Advisors, Inc. | 11,100 | $5.69M | 2.88% | +330+3.1% | Added |
| Peapack Gladstone Financial Corp | 10,952 | $5.62M | 0.11% | −29−0.3% | Reduced |
| Seeyond | 10,864 | $5.57M | 0.54% | +4,773+78.4% | Added |
| Winmill & Co. Inc | 10,790 | $5.53M | 2.02% | 00.0% | Unchanged |
| West Family Investments, Inc. | 10,679 | $5.48M | 1.87% | +132+1.3% | Added |
| Triasima Portfolio Management inc. | 10,662 | $5.47M | 0.42% | −40−0.4% | Reduced |
| First Citizens Bank & Trust Co | 10,597 | $5.44M | 0.16% | −2,743−20.6% | Reduced |
| Armstrong Shaw Associates Inc | 10,530 | $5.40M | 5.37% | −127−1.2% | Reduced |
| LGT Fund Management Co Ltd. | 10,480 | $5.38M | 2.32% | +30+0.3% | Added |
| Mill Capital Management, LLC | 10,468 | $5.37M | 0.59% | −20−0.2% | Reduced |
| Allstate Corp | 10,433 | $5.35M | 0.16% | +81+0.8% | Added |
| Allstate Investment Management Co | 10,433 | $5.35M | 0.16% | +10,433 | New |
| E. Ohman J:or Asset Management AB | 10,400 | $5.33M | 0.23% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 10,397 | $5.33M | 0.18% | +9,771+1,560.9% | Added |
| FORA Capital, LLC | 10,383 | $5.33M | 0.86% | +7,730+291.4% | Added |
| Verdence Capital Advisors LLC | 10,262 | $5.26M | 0.65% | −403−3.8% | Reduced |
| Globeflex Capital L P | 10,222 | $5.24M | 0.66% | +5,400+112.0% | Added |
| HB Wealth Management, LLC | 10,087 | $5.17M | 0.09% | +1,126+12.6% | Added |
| Keybank National Association | 9,980 | $5.12M | 0.03% | +226+2.3% | Added |
| Mitchell Capital Management Co | 9,951 | $5.10M | 1.41% | −133−1.3% | Reduced |
| Geneva Partners, LLC | 9,794 | $5.02M | 4.74% | −360−3.5% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 9,767 | $5.01M | 0.14% | +9,767 | New |
| BKD Wealth Advisors, LLC | 9,731 | $4.99M | 0.17% | −1,051−9.7% | Reduced |
| Narwhal Capital Management | 9,692 | $4.97M | 0.66% | −30−0.3% | Reduced |
| First Foundation Advisors | 9,690 | $4.97M | 0.24% | −2,464−20.3% | Reduced |
| Asio Capital, LLC | 9,546 | $4.90M | 1.41% | 00.0% | Unchanged |
| Cetera Investment Advisers | 9,160 | $4.70M | 0.04% | −222−2.4% | Reduced |
| Power Corp of Canada | 9,009 | $4.62M | 0.83% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 8,994 | $4.61M | 3.64% | −79−0.9% | Reduced |
| Scholtz & Company, LLC | 8,987 | $4.61M | 3.26% | −76−0.8% | Reduced |
| Veritable, L.P. | 8,955 | $4.59M | 0.08% | +76+0.9% | Added |
| Beacon Pointe Advisors, LLC | 8,926 | $4.58M | 0.09% | −607−6.4% | Reduced |
| Erste Asset Management GmbH | 8,918 | $4.57M | 0.10% | +416+4.9% | Added |
| Tocqueville Asset Management L.P. | 8,896 | $4.56M | 0.09% | +42+0.5% | Added |
| Richard Bernstein Advisors LLC | 8,860 | $4.54M | 0.10% | −4,418−33.3% | Reduced |
| Pavadi Capital LLC | 8,834 | $4.53M | 4.27% | +488+5.8% | Added |
| Benedict Financial Advisors Inc | 8,625 | $4.42M | 1.31% | −144−1.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,601 | $4.41M | 0.38% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 9,094 | $4.37M | 1.01% | +297+3.4% | Added |
| Loomis Sayles & Co L P | 8,513 | $4.37M | 0.01% | −107−1.2% | Reduced |
| Guardian Capital Advisors LP | 9,089 | $4.34M | 0.49% | −895−9.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 8,321 | $4.27M | 0.16% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 8,309 | $4.26M | 0.23% | −2,873−25.7% | Reduced |
| Ieq Capital, LLC | 8,270 | $4.24M | 0.12% | +906+12.3% | Added |
| Pinkerton Retirement Specialists, LLC | 8,219 | $4.22M | 0.91% | −186−2.2% | Reduced |
| Wright Investors Service Inc | 8,177 | $4.19M | 1.20% | −321−3.8% | Reduced |
| Synovus Financial Corp | 8,097 | $4.15M | 0.05% | −219−2.6% | Reduced |
| Van Hulzen Asset Management, LLC | 8,150 | $4.15M | 0.48% | +500+6.5% | Added |
| Ontario Teachers Pension Plan Board | 8,054 | $4.13M | 0.04% | +74+0.9% | Added |
| Sivik Global Healthcare LLC | 8,000 | $4.10M | 1.93% | −3,000−27.3% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $4.10M | 1.28% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7,974 | $4.09M | 0.26% | +612+8.3% | Added |