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, Q1 2023
Institutional positions in Elevance Health, Inc. as of Mar 31, 2023. 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
- 1,521
- +3 vs. Q4 2022
- Shares held
- 213.2M
- +794.0K (+0.4%) vs. Q4 2022
- Total value
- $96.9B
- −$11.6B (−10.7%) vs. Q4 2022
- New holders
- 134
- 559 more added
- Sold out
- 131
- 564 more reduced
33 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Argent Trust Co | 7,139 | $3.28M | 0.21% | +263+3.8% | Added |
| Old National Bancorp | 7,142 | $3.28M | 0.10% | +32+0.5% | Added |
| Mitchell Capital Management Co | 7,161 | $3.29M | 0.82% | −2,790−28.0% | Reduced |
| Stanley-Laman Group, Ltd. | 7,161 | $3.29M | 0.59% | +6,495+975.2% | Added |
| Magnetar Financial LLC | 7,166 | $3.29M | 0.06% | −60,382−89.4% | Reduced |
| Garrison Bradford & Associates Inc | 7,257 | $3.34M | 4.13% | −399−5.2% | Reduced |
| Gluskin Sheff & Assoc Inc | 7,261 | $3.34M | 0.18% | +7,261 | New |
| Ossiam | 7,343 | $3.38M | 0.07% | +4,361+146.2% | Added |
| First Hawaiian Bank | 7,427 | $3.42M | 0.12% | −268−3.5% | Reduced |
| Quantbot Technologies LP | 7,506 | $3.45M | 0.24% | +1,042+16.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,507 | $3.45M | 0.09% | +22+0.3% | Added |
| Guggenheim Capital LLC | 7,537 | $3.47M | 0.03% | +744+11.0% | Added |
| Dynamic Technology Lab Private Ltd | 7,647 | $3.52M | 0.32% | +7,647 | New |
| Kempen Capital Management N.V. | 7,656 | $3.52M | 0.07% | +415+5.7% | Added |
| Duncker Streett & Co Inc | 7,692 | $3.54M | 0.84% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 7,701 | $3.54M | 0.17% | −4,760−38.2% | Reduced |
| Strategy Asset Managers LLC | 7,720 | $3.55M | 0.87% | +2,361+44.1% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $3.68M | 1.10% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 8,122 | $3.73M | 0.04% | +68+0.8% | Added |
| Synovus Financial Corp | 8,162 | $3.75M | 0.04% | +65+0.8% | Added |
| Vinva Investment Management Ltd | 8,182 | $3.75M | 0.32% | +8,182 | New |
| Wetherby Asset Management Inc | 8,243 | $3.79M | 0.22% | +269+3.4% | Added |
| Orion Portfolio Solutions, LLC | 8,248 | $3.79M | 0.05% | +3,384+69.6% | Added |
| Brinker Capital Investments, LLC | 8,248 | $3.79M | 0.05% | +5,317+181.4% | Added |
| Ieq Capital, LLC | 8,298 | $3.82M | 0.09% | +28+0.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 8,302 | $3.82M | 0.13% | −19−0.2% | Reduced |
| Meeder Asset Management Inc | 8,373 | $3.85M | 0.31% | +2,077+33.0% | Added |
| First Citizens Bank & Trust Co | 8,406 | $3.87M | 0.08% | −2,191−20.7% | Reduced |
| Wright Investors Service Inc | 8,412 | $3.87M | 1.10% | +235+2.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,498 | $3.91M | 0.32% | −103−1.2% | Reduced |
| Benedict Financial Advisors Inc | 8,506 | $3.91M | 1.10% | −119−1.4% | Reduced |
| Erste Asset Management GmbH | 8,630 | $3.96M | 0.08% | −288−3.2% | Reduced |
| Tocqueville Asset Management L.P. | 8,736 | $4.02M | 0.08% | −160−1.8% | Reduced |
| Scholtz & Company, LLC | 8,789 | $4.04M | 2.89% | −198−2.2% | Reduced |
| Jump Financial, LLC | 8,800 | $4.05M | 0.16% | +7,374+517.1% | Added |
| Loomis Sayles & Co L P | 8,825 | $4.06M | 0.01% | +312+3.7% | Added |
| Richard Bernstein Advisors LLC | 8,860 | $4.07M | 0.09% | 00.0% | Unchanged |
| Veritable, L.P. | 9,017 | $4.15M | 0.07% | +62+0.7% | Added |
| Tandem Capital Management Corp | 9,049 | $4.16M | 2.93% | +55+0.6% | Added |
| Employees Retirement System of Texas | 9,215 | $4.24M | 0.06% | −60,261−86.7% | Reduced |
| Beacon Pointe Advisors, LLC | 9,315 | $4.28M | 0.07% | +389+4.4% | Added |
| Independent Advisor Alliance | 9,324 | $4.29M | 0.21% | −2,235−19.3% | Reduced |
| Pinkerton Retirement Specialists, LLC | 9,422 | $4.33M | 0.81% | +1,203+14.6% | Added |
| Connectus Wealth, LLC | 9,460 | $4.36M | 0.11% | +6,505+220.1% | Added |
| Guardian Capital Advisors LP | 8,904 | $4.39M | 0.51% | −185−2.0% | Reduced |
| BKD Wealth Advisors, LLC | 9,583 | $4.41M | 0.14% | −148−1.5% | Reduced |
| PFS Investments Inc. | 9,133 | $4.42M | 0.08% | +7,964+681.3% | Added |
| Burney Co | 9,666 | $4.44M | 0.22% | +2,268+30.7% | Added |
| Private Advisor Group, LLC | 9,682 | $4.45M | 0.04% | −1,077−10.0% | Reduced |
| Narwhal Capital Management | 9,692 | $4.46M | 0.56% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 9,827 | $4.52M | 0.29% | +2,116+27.4% | Added |
| Keybank National Association | 10,129 | $4.66M | 0.02% | +149+1.5% | Added |
| HB Wealth Management, LLC | 10,152 | $4.67M | 0.08% | +65+0.6% | Added |
| Armstrong Shaw Associates Inc | 10,175 | $4.68M | 4.59% | −355−3.4% | Reduced |
| Globeflex Capital L P | 10,222 | $4.70M | 0.57% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 10,360 | $4.76M | 1.09% | +1,266+13.9% | Added |
| Mill Capital Management, LLC | 10,468 | $4.81M | 0.49% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 10,480 | $4.82M | 2.05% | 00.0% | Unchanged |
| West Family Investments, Inc. | 10,500 | $4.83M | 1.91% | −179−1.7% | Reduced |
| Sivik Global Healthcare LLC | 10,543 | $4.85M | 2.08% | +2,543+31.8% | Added |
| Metropolitan Life Insurance Co | 10,683 | $4.91M | 0.25% | −2,571−19.4% | Reduced |
| Westbourne Investment Advisors, Inc. | 10,776 | $4.96M | 2.39% | −324−2.9% | Reduced |
| Winmill & Co. Inc | 10,790 | $4.96M | 1.85% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 10,800 | $4.97M | 0.19% | +400+3.8% | Added |
| Cetera Investment Advisers | 10,960 | $5.04M | 0.04% | +1,800+19.7% | Added |
| Peapack Gladstone Financial Corp | 10,952 | $5.07M | 0.10% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 11,046 | $5.08M | 0.26% | −400−3.5% | Reduced |
| CX Institutional | 10,794 | $5.10M | 0.27% | +9,592+798.0% | Added |
| Coastline Trust Co | 11,475 | $5.28M | 0.78% | −60−0.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 11,517 | $5.30M | 1.68% | −236−2.0% | Reduced |
| Bailard, Inc. | 11,533 | $5.30M | 0.19% | +20+0.2% | Added |
| Advisor Partners II, LLC | 11,602 | $5.33M | 0.29% | +481+4.3% | Added |
| GWM Advisors LLC | 11,712 | $5.38M | 0.07% | −3,805−24.5% | Reduced |
| Kestra Advisory Services, LLC | 11,781 | $5.42M | 0.06% | −1,419−10.8% | Reduced |
| Institutional & Family Asset Management, LLC | 11,851 | $5.45M | 0.90% | +188+1.6% | Added |
| Glenview Capital Management, LLC | 11,867 | $5.46M | 0.13% | +11,867 | New |
| Verdence Capital Advisors LLC | 12,063 | $5.55M | 0.67% | +1,801+17.6% | Added |
| GHP Investment Advisors, Inc. | 12,149 | $5.59M | 0.35% | +315+2.7% | Added |
| Leuthold Group, LLC | 12,228 | $5.62M | 0.74% | −8,057−39.7% | Reduced |
| Power Corp of Canada | 12,479 | $5.70M | 0.60% | +3,470+38.5% | Added |
| Ostrum Asset Management | 12,468 | $5.73M | 0.50% | +12,468 | New |
| Cary Street Partner Investment Advisory LLC | 12,499 | $5.75M | 0.41% | −139−1.1% | Reduced |
| Bamco Inc | 12,500 | $5.75M | 0.02% | +900+7.8% | Added |
| Diversified Trust Co | 12,681 | $5.83M | 0.23% | +973+8.3% | Added |
| Baird Financial Group, Inc. | 12,777 | $5.88M | 0.01% | −165−1.3% | Reduced |
| SYSTM Wealth Solutions LLC | 12,813 | $5.89M | 0.91% | −630−4.7% | Reduced |
| Meritage Portfolio Management | 13,326 | $6.13M | 0.46% | +30+0.2% | Added |
| Summit Street Capital Management, LLC | 13,465 | $6.19M | 3.29% | 00.0% | Unchanged |
| Icon Advisers Inc | 13,600 | $6.25M | 1.59% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 13,708 | $6.30M | 0.16% | −896−6.1% | Reduced |
| Hyman Charles D | 13,877 | $6.38M | 0.43% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 13,920 | $6.40M | 0.10% | −3,364−19.5% | Reduced |
| Van Hulzen Asset Management, LLC | 14,010 | $6.44M | 0.61% | +5,860+71.9% | Added |
| Shell Asset Management Co | 14,113 | $6.49M | 0.27% | −9−0.1% | Reduced |
| United Services Automobile Association | 14,377 | $6.61M | 0.21% | −9,101−38.8% | Reduced |
| Pacer Advisors, Inc. | 14,627 | $6.73M | 0.03% | +13,788+1,643.4% | Added |
| Logan Capital Management Inc | 14,764 | $6.79M | 0.33% | −104−0.7% | Reduced |
| First American Trust, FSB | 15,296 | $7.03M | 1.04% | −5,694−27.1% | Reduced |
| Clearline Capital LP | 15,333 | $7.05M | 1.06% | +15,333 | New |
| Schonfeld Strategic Advisors LLC | 15,500 | $7.13M | 0.07% | −27,381−63.9% | Reduced |