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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, 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
Dimensional Fund Advisors LP2,000,229$919.7M0.31%−91,575−4.4%Reduced
Viking Global Investors LPSuperinvestorViking Global Investors2,154,556$990.7M4.65%+282,380+15.1%Added
Bank of New York Mellon Corp2,176,245$1.00B0.22%+37,463+1.8%Added
Artisan Partners Limited Partnership2,358,641$1.08B1.80%−48,502−2.0%Reduced
Northern Trust Corp2,424,072$1.11B0.22%−5,781−0.2%Reduced
Norges Bank2,495,994$1.15B0.25%+52,945+2.2%Added
Morgan Stanley2,762,441$1.27B0.14%−180,764−6.1%Reduced
Alliancebernstein L.P.2,841,726$1.31B0.56%+334,912+13.4%Added
Bank of America Corp2,889,914$1.33B0.15%−380,426−11.6%Reduced
Nuveen Asset Management, LLC3,087,200$1.42B0.53%−55,081−1.8%Reduced
Baillie Gifford & Co3,198,013$1.47B1.33%−578,029−15.3%Reduced
Ameriprise Financial Inc3,622,916$1.66B0.55%+414,592+12.9%Added
Sanders Capital, LLC4,017,654$1.85B4.38%+135,877+3.5%Added
Geode Capital Management, LLC4,278,337$1.96B0.25%+59,126+1.4%Added
FMR LLC4,809,095$2.21B0.20%−1,445,007−23.1%Reduced
Capital International Investors4,846,310$2.23B0.57%−636,068−11.6%Reduced
Wellington Management Group LLP8,457,064$3.89B0.77%−325,001−3.7%Reduced
State Street Corp10,963,385$5.04B0.28%−63,598−0.6%Reduced
Price T Rowe Associates Inc13,277,170$6.10B0.91%+551,614+4.3%Added
BlackRock Inc.20,842,263$9.58B0.28%−713,141−3.3%Reduced
Vanguard Group Inc21,472,580$9.87B0.25%−8640.0%Reduced
Balyasny Asset Management LLC0$00.00%−72,982−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−67,299−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−57,075−100.0%Sold out
Prana Capital Management, LP0$00.00%−56,991−100.0%Sold out
MML Investors Services, LLC0$00.00%−42,295−100.0%Sold out
Hitchwood Capital Management LP0$00.00%−40,000−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−24,684−100.0%Sold out
Chiron Investment Management, LLC0$00.00%−22,787−100.0%Sold out
Contravisory Investment Management, Inc.0$00.00%−13,309−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−10,397−100.0%Sold out
Pavadi Capital LLC0$00.00%−8,834−100.0%Sold out
Van Leeuwen & Company, LLC0$00.00%−7,122−100.0%Sold out
Park Avenue Securities LLC0$00.00%−6,000−100.0%Sold out
Warther Private Wealth, LLC0$00.00%−5,773−100.0%Sold out
Arabesque Asset Management Ltd0$00.00%−5,279−100.0%Sold out
Heartland Advisors Inc0$00.00%−3,751−100.0%Sold out
CenterBook Partners LP0$00.00%−3,732−100.0%Sold out
BNC Wealth Management, LLC0$00.00%−3,603−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−3,586−100.0%Sold out
Beck Capital Management, LLC0$00.00%−3,405−100.0%Sold out
Dorsey Wright & Associates0$00.00%−3,367−100.0%Sold out
PCJ Investment Counsel Ltd.0$00.00%−3,000−100.0%Sold out
Nations Financial Group Inc,0$00.00%−2,972−100.0%Sold out
WBI Investments0$00.00%−2,657−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−2,584−100.0%Sold out
Algert Global LLC0$00.00%−2,142−100.0%Sold out
Stableford Capital II LLC0$00.00%−2,317−100.0%Sold out
Frisch Financial Group, Inc.0$00.00%−2,116−100.0%Sold out
Sanders Morris Harris LLC0$00.00%−1,900−100.0%Sold out
Intact Investment Management Inc.0$00.00%−1,900−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−1,851−100.0%Sold out
G&S Capital LLC0$00.00%−1,740−100.0%Sold out
TKG Advisors, LLC0$00.00%−1,612−100.0%Sold out
XTX Topco Ltd0$00.00%−1,576−100.0%Sold out
Brasada Capital Management, LP0$00.00%−1,500−100.0%Sold out
JSF Financial, LLC0$00.00%−1,260−100.0%Sold out
Headlands Technologies LLC0$00.00%−1,190−100.0%Sold out
Moreno Evelyn V0$00.00%−1,099−100.0%Sold out
TriaGen Wealth Management LLC0$00.00%−1,036−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−1,000−100.0%Sold out
Fiera Capital Corp0$00.00%−973−100.0%Sold out
Boston Common Asset Management, LLC0$00.00%−856−100.0%Sold out
Childress Capital Advisors, LLC0$00.00%−839−100.0%Sold out
ASB Consultores, LLC0$00.00%−818−100.0%Sold out
Private Advisory Group LLC0$00.00%−814−100.0%Sold out
Financial Engines Advisors L.L.C.0$00.00%−708−100.0%Sold out
Veracity Capital LLC0$00.00%−652−100.0%Sold out
Shorepoint Capital Partners LLC0$00.00%−635−100.0%Sold out
Driehaus Capital Management LLC0$00.00%−629−100.0%Sold out
Financial Advocates Investment Management0$00.00%−591−100.0%Sold out
Banque Pictet & Cie SA0$00.00%−583−100.0%Sold out
Founders Financial Alliance, LLC0$00.00%−556−100.0%Sold out
Allegheny Financial Group LTD0$00.00%−554−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−551−100.0%Sold out
Walter & Keenan Financial Consulting Co0$00.00%−516−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−508−100.0%Sold out
CCG Wealth Management, LLC0$00.00%−499−100.0%Sold out
Rockland Trust Co0$00.00%−495−100.0%Sold out
FSB Premier Wealth Management, Inc.0$00.00%−491−100.0%Sold out
Journey Strategic Wealth LLC0$00.00%−476−100.0%Sold out
Cantor Fitzgerald, L. P.0$00.00%−450−100.0%Sold out
Aspen Investment Management Inc0$00.00%−446−100.0%Sold out
D'Orazio & Associates, Inc.0$00.00%−434−100.0%Sold out
Noesis Capital Mangement Corp0$00.00%−431−100.0%Sold out
Marcum Wealth, LLC0$00.00%−429−100.0%Sold out
Clarus Wealth Advisors0$00.00%−467−100.0%Sold out
Marks Group Wealth Management, Inc0$00.00%−428−100.0%Sold out
Grimes & Company, Inc.0$00.00%−428−100.0%Sold out
Goelzer Investment Management, Inc.0$00.00%−426−100.0%Sold out
Sterling Manor Financial, LLC0$00.00%−425−100.0%Sold out
Bay Rivers Group0$00.00%−423−100.0%Sold out
Catalyst Wealth Management, LLC0$00.00%−422−100.0%Sold out
Commonwealth Retirement Investments LLC0$00.00%−422−100.0%Sold out
Ballast, Inc.0$00.00%−421−100.0%Sold out
Folger Nolan Fleming Douglas Capital Management, Inc0$00.00%−419−100.0%Sold out
Royal Capital Wealth Management, LLC0$00.00%−417−100.0%Sold out
Regal Investment Advisors LLC0$00.00%−415−100.0%Sold out
Buckingham Strategic Partners0$00.00%−414−100.0%Sold out
Trust Co of Virginia0$00.00%−411−100.0%Sold out