Skip to main content

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
+4 vs. Q4 2022
Shares held
213.2M
+794.4K (+0.4%) vs. Q4 2022
Total value
$96.9B
−$11.6B (−10.7%) vs. Q4 2022
New holders
134
559 more added
Sold out
130
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.

Institutional holdersQ1 2023: 1,521 institutions
Q1 2021: 1,215 institutionsQ2 2021: 1,239 institutionsQ3 2021: 1,221 institutionsQ4 2021: 1,375 institutionsQ1 2022: 1,423 institutionsQ2 2022: 1,443 institutionsQ3 2022: 1,448 institutionsQ4 2022: 1,550 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,672 institutionsQ2 2024: 1,712 institutionsQ3 2024: 1,702 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 heldQ1 2023: $96.9B
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 20241,702$107.2B
Q2 20241,712$112.7B
Q1 20241,672$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,550$108.8B
Q3 20221,448$97.0B
Q2 20221,443$103.2B
Q1 20221,423$105.7B
Q4 20211,375$99.3B
Q3 20211,221$80.6B
Q2 20211,239$82.8B
Q1 20211,215$78.2B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q4 2022.

Institutions holding ELV in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Gulf International Bank (UK) Ltd31,452$14.5M0.30%−8,939−22.1%Reduced
Verition Fund Management LLC31,600$14.5M0.23%+9,356+42.1%Added
Adviser Investments LLC32,356$14.9M0.36%+993+3.2%Added
PFM Health Sciences, LP32,583$15.0M0.69%−34,532−51.5%Reduced
Stanley Capital Management, LLC33,100$15.2M4.54%00.0%Unchanged
FineMark National Bank & Trust33,161$15.2M0.65%−36−0.1%Reduced
Kiwi Wealth Investments Limited Partnership34,023$15.6M1.01%+27+0.1%Added
Earnest Partners LLC34,226$15.7M0.09%−110−0.3%Reduced
Mutual of America Capital Management LLC34,248$15.7M0.19%+53+0.2%Added
Bridgewater Associates, LP34,387$15.8M0.10%−50,917−59.7%Reduced
Lowe Brockenbrough & Co Inc34,444$15.8M1.28%−139−0.4%Reduced
Stock Yards Bank & Trust Co34,613$15.9M0.61%+1,385+4.2%Added
Varma Mutual Pension Insurance Co35,000$16.1M0.20%00.0%Unchanged
Vident Investment Advisory, LLC35,003$16.1M0.52%+2,227+6.8%Added
Illinois Municipal Retirement Fund35,118$16.1M0.34%+14,697+72.0%Added
CIBC Asset Management Inc35,295$16.2M0.07%+712+2.1%Added
Capital International Inc35,441$16.3M0.33%−872−2.4%Reduced
Caisse de Depot Et Placement du Quebec35,609$16.4M0.05%−53,981−60.3%Reduced
CIBC World Markets Corp35,741$16.4M0.27%+3,863+12.1%Added
Sector Gamma AS35,779$16.5M3.99%−11,998−25.1%Reduced
LGT Group Foundation35,936$16.5M0.47%+521+1.5%Added
Worldquant Millennium Advisors LLC36,161$16.6M0.31%+36,161New
Capital Fund Management S.A.36,345$16.7M0.33%+11,958+49.0%Added
Discovery Capital Management, LLC36,400$16.7M2.26%+36,400New
Unigestion Holding SA36,804$16.9M0.92%+21,526+140.9%Added
Samlyn Capital, LLC37,001$17.0M0.31%+37,001New
Whittier Trust Co of Nevada Inc37,054$17.0M0.63%+1,321+3.7%Added
Kames Capital plc37,292$17.1M0.30%−427−1.1%Reduced
Endurant Capital Management LP37,326$17.2M8.82%+11,249+43.1%Added
Edmond de Rothschild Holding S.A.37,623$17.3M0.40%+8,783+30.5%Added
NorthCrest Asset Manangement, LLC37,699$17.3M0.72%+1,651+4.6%Added
Fifth Third Bancorp37,805$17.4M0.08%+10,386+37.9%Added
Public Employees Retirement Association of Colorado38,680$17.8M0.09%−2,272−5.5%Reduced
Cookson Peirce & Co Inc39,042$18.0M1.15%+354+0.9%Added
Xponance, Inc.39,485$18.2M0.27%+1,109+2.9%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys40,487$18.6M0.16%+117+0.3%Added
Steigerwald, Gordon & Koch Inc.40,797$18.8M2.80%+295+0.7%Added
Payden & Rygel40,900$18.8M1.11%−27,000−39.8%Reduced
Mercer Global Advisors Inc41,040$18.9M0.09%+924+2.3%Added
ProShare Advisors LLC41,597$19.1M0.06%+8,654+26.3%Added
Rockefeller Capital Management L.P.41,996$19.3M0.08%−627−1.5%Reduced
Bank of Nova Scotia42,966$19.8M0.06%−143,683−77.0%Reduced
Utah Retirement Systems42,968$19.8M0.29%+132+0.3%Added
Hallmark Capital Management Inc43,079$19.8M1.80%−371−0.9%Reduced
New York Life Investment Management LLC43,744$20.1M0.22%−263−0.6%Reduced
O'Shaughnessy Asset Management, LLC43,753$20.1M0.32%−9,717−18.2%Reduced
Tiaa, FSB43,925$20.2M0.07%+1,348+3.2%Added
South State Corp.44,436$20.4M1.89%−7,185−13.9%Reduced
LSV Asset Management44,947$20.7M0.05%00.0%Unchanged
Liontrust Investment Partners LLP45,104$20.7M0.31%+45,104New
Foundry Partners, LLC45,801$21.1M1.33%−9,601−17.3%Reduced
Industrial Alliance Investment Management Inc.45,850$21.1M0.59%+15,034+48.8%Added
Dana Investment Advisors, Inc.46,098$21.2M1.08%+46,098New
IFM Investors Pty Ltd46,198$21.2M0.32%+1,133+2.5%Added
Swiss Life Asset Management Ltd46,239$21.3M0.32%−12,520−21.3%Reduced
Yousif Capital Management, LLC46,293$21.3M0.28%−741−1.6%Reduced
Auxier Asset Management46,408$21.3M3.68%−128−0.3%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund46,412$21.3M0.29%−150−0.3%Reduced
ABN AMRO Bank N.V.46,750$21.5M0.48%+46,750New
Kinetic Partners Management, LP47,300$21.7M2.99%+47,300New
Point72 Middle East FZE48,247$22.2M1.26%+48,247New
USS Investment Management Ltd49,118$22.6M0.31%00.0%Unchanged
Texas Permanent School Fund49,792$22.9M0.23%+15,859+46.7%Added
Commonwealth Equity Services, LLC50,969$23.4M0.05%+2,199+4.5%Added
Integral Health Asset Management, LLC51,000$23.5M4.87%+26,000+104.0%Added
Raymond James Financial Services Advisors, Inc.51,043$23.5M0.04%+1,993+4.1%Added
TCW Group Inc51,099$23.5M0.30%+1,113+2.2%Added
Professional Advisory Services Inc51,171$23.5M3.67%+3,821+8.1%Added
Advisor Group Holdings, Inc.52,236$24.1M0.05%−329−0.6%Reduced
Captrust Financial Advisors53,457$24.6M0.11%+4,519+9.2%Added
Ardevora Asset Management LLP55,045$25.3M0.45%+7,128+14.9%Added
State of Alaska, Department of Revenue55,181$25.4M0.30%−526−0.9%Reduced
Rhenman & Partners Asset Management AB56,000$25.7M2.82%+11,000+24.4%Added
Border to Coast Pensions Partnership Ltd57,428$26.4M0.71%+9,653+20.2%Added
Eagle Global Advisors LLC58,161$26.7M1.80%+276+0.5%Added
High Ground Investment Management LLP58,275$26.8M26.09%+3,000+5.4%Added
Polaris Wealth Advisory Group, LLC58,739$27.0M1.99%+9,356+18.9%Added
Cerity Partners LLC59,216$27.0M0.13%+1,216+2.1%Added
Banco Bilbao Vizcaya Argentaria, S.A.59,002$27.1M0.34%+8,613+17.1%Added
Main Street Research LLC60,190$27.7M5.46%+742+1.2%Added
Huntington National Bank62,022$28.5M0.28%+5,825+10.4%Added
First Republic Investment Management, Inc.63,238$29.1M0.06%−45,113−41.6%Reduced
MetLife Investment Management64,611$29.7M0.21%−109−0.2%Reduced
Amalgamated Bank64,705$29.8M0.25%+1,139+1.8%Added
Archon Partners LLC65,000$29.9M4.99%00.0%Unchanged
Jane Street Group, LLC65,051$29.9M0.05%+38,951+149.2%Added
Arizona State Retirement System65,211$30.0M0.27%−183−0.3%Reduced
Redmile Group, LLC66,398$30.5M1.32%+27,428+70.4%Added
Westpac Banking Corp68,275$31.4M0.42%−3,062−4.3%Reduced
DnB Asset Management AS69,037$31.7M0.20%+893+1.3%Added
Oregon Public Employees Retirement Fund69,438$31.9M0.40%−880−1.3%Reduced
State of Michigan Retirement System69,551$32.0M0.21%+700+1.0%Added
Forsta Ap-Fonden69,800$32.1M0.38%−5,100−6.8%Reduced
C WorldWide Group Holding A/S70,262$32.3M0.44%00.0%Unchanged
Boston Private Wealth LLC70,391$32.4M0.45%−15,765−18.3%Reduced
Retirement Systems of Alabama70,592$32.5M0.14%−5,920−7.7%Reduced
US Bancorp71,143$32.7M0.06%−2,001−2.7%Reduced
Crossmark Global Holdings, Inc.71,600$32.9M0.77%+24,219+51.1%Added
Teachers Retirement System of the State of Kentucky71,695$33.0M0.33%−38,550−35.0%Reduced
Todd Asset Management LLC74,411$34.2M0.83%−38,600−34.2%Reduced