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, Q2 2023
Institutional positions in Elevance Health, Inc. as of Jun 30, 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
- 1,529
- +17 vs. Q1 2023
- Shares held
- 210.1M
- −3.06M (−1.4%) vs. Q1 2023
- Total value
- $93.1B
- −$3.82B (−3.9%) vs. Q1 2023
- New holders
- 115
- 581 more added
- Sold out
- 98
- 585 more reduced
9 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CIBC World Markets Inc. | 14,771 | $6.56M | 0.02% | −1,969−11.8% | Reduced |
| Van Hulzen Asset Management, LLC | 14,781 | $6.57M | 0.56% | +771+5.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 14,878 | $6.61M | 0.69% | −1,500−9.2% | Reduced |
| Sivik Global Healthcare LLC | 15,000 | $6.66M | 2.66% | +4,457+42.3% | Added |
| Tudor Investment Corp Et Al | 15,370 | $6.83M | 0.11% | +11,368+284.1% | Added |
| First American Trust, FSB | 15,496 | $6.88M | 0.95% | +200+1.3% | Added |
| GAM Holding AG | 15,516 | $6.89M | 0.48% | −26−0.2% | Reduced |
| River Wealth Advisors LLC | 15,516 | $6.89M | 1.17% | −544−3.4% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 15,557 | $6.91M | 0.84% | −155−1.0% | Reduced |
| Ci Investments Inc. | 15,665 | $6.96M | 0.04% | −89,451−85.1% | Reduced |
| Summit Global Investments | 15,721 | $6.99M | 0.46% | +12,765+431.8% | Added |
| Pacer Advisors, Inc. | 15,762 | $7.00M | 0.03% | +1,135+7.8% | Added |
| Siemens Fonds Invest GmbH | 15,981 | $7.07M | 0.69% | −228−1.4% | Reduced |
| Alerus Financial NA | 15,967 | $7.09M | 0.60% | +127+0.8% | Added |
| Colony Group LLC | 16,658 | $7.40M | 0.11% | −368−2.2% | Reduced |
| Hartford Investment Management Co | 16,744 | $7.44M | 0.28% | −3,482−17.2% | Reduced |
| Greatmark Investment Partners, Inc. | 16,984 | $7.55M | 1.27% | −376−2.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 17,243 | $7.66M | 0.04% | +17,243 | New |
| PGGM Investments | 17,705 | $7.87M | 0.13% | −4,673−20.9% | Reduced |
| Banco Santander, S.A. | 17,786 | $7.90M | 0.10% | +12,396+230.0% | Added |
| JustInvest LLC | 17,994 | $7.99M | 0.24% | +1,103+6.5% | Added |
| Synergy Financial Management, LLC | 17,995 | $8.00M | 1.98% | −2,257−11.1% | Reduced |
| Great Lakes Advisors, LLC | 18,054 | $8.02M | 0.08% | −90−0.5% | Reduced |
| Parus Finance (UK) Ltd | 18,073 | $8.03M | 3.32% | −722−3.8% | Reduced |
| Maryland State Retirement & Pension System | 18,110 | $8.05M | 0.17% | −974−5.1% | Reduced |
| Atria Investments LLC | 18,207 | $8.09M | 0.15% | −613−3.3% | Reduced |
| Alberta Investment Management Corp | 18,211 | $8.09M | 0.08% | 00.0% | Unchanged |
| AE Wealth Management LLC | 18,285 | $8.12M | 0.05% | +1,528+9.1% | Added |
| Assetmark, Inc | 18,777 | $8.34M | 0.03% | +599+3.3% | Added |
| Sandy Spring Bank | 18,967 | $8.43M | 0.45% | −29−0.2% | Reduced |
| Zacks Investment Management | 19,037 | $8.46M | 0.11% | +19,037 | New |
| Kentucky Retirement Systems | 19,060 | $8.47M | 0.28% | +177+0.9% | Added |
| Kovitz Investment Group Partners, LLC | 19,202 | $8.53M | 0.13% | −176−0.9% | Reduced |
| Bank of Nova Scotia | 19,224 | $8.54M | 0.02% | −23,742−55.3% | Reduced |
| Capital Analysts, LLC | 19,245 | $8.55M | 0.48% | +851+4.6% | Added |
| Ethic Inc. | 19,461 | $8.65M | 0.32% | +701+3.7% | Added |
| Elo Mutual Pension Insurance Co | 19,525 | $8.68M | 0.26% | +455+2.4% | Added |
| Geneos Wealth Management Inc. | 19,741 | $8.77M | 0.46% | +3,786+23.7% | Added |
| Securian Asset Management, Inc | 19,931 | $8.86M | 0.23% | −363−1.8% | Reduced |
| Vestcor Inc | 20,070 | $8.92M | 0.33% | −714−3.4% | Reduced |
| Highland Capital Management, LLC | 20,074 | $8.92M | 0.58% | −335−1.6% | Reduced |
| Unison Asset Management LLC | 20,237 | $8.99M | 6.00% | +145+0.7% | Added |
| Prudential PLC | 20,550 | $9.13M | 0.11% | +877+4.5% | Added |
| Ninety One SA (PTY) Ltd | 20,757 | $9.17M | 2.27% | +1,755+9.2% | Added |
| LMCG Investments, LLC | 20,679 | $9.19M | 0.60% | −6,140−22.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 20,773 | $9.23M | 0.16% | −225−1.1% | Reduced |
| Tamar Securities, LLC | 20,778 | $9.23M | 2.27% | +2,550+14.0% | Added |
| Stephens Inc | 20,887 | $9.28M | 0.17% | +888+4.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 21,302 | $9.46M | 0.20% | +4,000+23.1% | Added |
| Norinchukin Bank, The | 21,403 | $9.51M | 0.16% | +5,740+36.6% | Added |
| British Columbia Investment Management Corp | 21,445 | $9.53M | 0.09% | +84+0.4% | Added |
| Worldquant Millennium Advisors LLC | 21,512 | $9.56M | 0.16% | −14,649−40.5% | Reduced |
| Partners Capital Investment Group, LLP | 21,654 | $9.62M | 0.21% | −2,346−9.8% | Reduced |
| Modera Wealth Management, LLC | 21,933 | $9.74M | 0.18% | +21,933 | New |
| Daiwa Securities Group Inc. | 22,031 | $9.79M | 0.06% | −7,817−26.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 22,158 | $9.85M | 0.04% | +6,216+39.0% | Added |
| Public Sector Pension Investment Board | 22,699 | $10.1M | 0.07% | −3,560−13.6% | Reduced |
| Chartwell Investment Partners, LLC | 22,730 | $10.1M | 0.37% | +5,596+32.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,747 | $10.1M | 0.15% | +2,883+14.5% | Added |
| Rafferty Asset Management, LLC | 22,914 | $10.2M | 0.06% | +1,532+7.2% | Added |
| Cornerstone Advisors, LLC | 23,000 | $10.2M | 0.49% | −8,000−25.8% | Reduced |
| Aptus Capital Advisors, LLC | 23,291 | $10.3M | 0.30% | −6,927−22.9% | Reduced |
| Hardman Johnston Global Advisors LLC | 23,326 | $10.4M | 0.34% | +2,626+12.7% | Added |
| Smith, Salley & Associates | 23,351 | $10.4M | 0.77% | +23,351 | New |
| Calamos Advisors LLC | 23,726 | $10.5M | 0.05% | +72+0.3% | Added |
| Andra AP-fonden | 23,900 | $10.6M | 0.27% | +7,100+42.3% | Added |
| Gulf International Bank (UK) Ltd | 23,985 | $10.7M | 0.26% | −7,467−23.7% | Reduced |
| Punch & Associates Investment Management, Inc. | 24,456 | $10.9M | 0.66% | −239−1.0% | Reduced |
| Bokf, NA | 24,563 | $10.9M | 0.22% | +1,915+8.5% | Added |
| Cresset Asset Management, LLC | 24,799 | $11.0M | 0.08% | +19,929+409.2% | Added |
| Abn Amro Investment Solutions | 24,832 | $11.0M | 0.22% | +3,222+14.9% | Added |
| DuPont Capital Management Corp | 24,897 | $11.1M | 0.54% | +3,410+15.9% | Added |
| National Bank of Canada | 25,408 | $11.3M | 0.02% | −328−1.3% | Reduced |
| Vancity Investment Management Ltd | 25,647 | $11.4M | 1.47% | 00.0% | Unchanged |
| Churchill Management Corp | 25,690 | $11.4M | 0.19% | −219−0.8% | Reduced |
| Chiron Investment Management, LLC | 26,165 | $11.6M | 3.26% | +26,165 | New |
| Nissay Asset Management Corp | 26,283 | $11.7M | 0.10% | −961−3.5% | Reduced |
| Gabelli Funds LLC | 26,500 | $11.8M | 0.09% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 26,898 | $12.0M | 6.49% | +3,993+17.4% | Added |
| Lawson Kroeker Investment Management Inc | 27,396 | $12.2M | 2.92% | +20,516+298.2% | Added |
| Janney Montgomery Scott LLC | 27,525 | $12.2M | 0.04% | +27,525 | New |
| Impax Asset Management Group plc | 27,705 | $12.3M | 0.05% | −1,779−6.0% | Reduced |
| CIBC World Markets Corp | 27,773 | $12.3M | 0.10% | −7,968−22.3% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 27,857 | $12.4M | 0.76% | −6,166−18.1% | Reduced |
| Moran Wealth Management, LLC | 28,026 | $12.5M | 0.47% | −1,387−4.7% | Reduced |
| Czech National Bank | 28,063 | $12.5M | 0.28% | −72−0.3% | Reduced |
| Cetera Advisor Networks LLC | 28,311 | $12.6M | 0.09% | +2,385+9.2% | Added |
| Ilmarinen Mutual Pension Insurance Co | 28,500 | $12.7M | 0.16% | 00.0% | Unchanged |
| South Dakota Investment Council | 28,545 | $12.7M | 0.26% | −1,630−5.4% | Reduced |
| North Growth Management Ltd. | 29,000 | $12.8M | 2.63% | 00.0% | Unchanged |
| Creative Planning | 29,589 | $13.1M | 0.02% | +5,720+24.0% | Added |
| Integral Health Asset Management, LLC | 30,000 | $13.3M | 1.75% | −21,000−41.2% | Reduced |
| Cumberland Partners Ltd | 30,069 | $13.4M | 1.23% | −217−0.7% | Reduced |
| ExodusPoint Capital Management, LP | 30,263 | $13.4M | 0.16% | +12,829+73.6% | Added |
| Baird Financial Group, Inc. | 30,621 | $13.6M | 0.04% | +17,844+139.7% | Added |
| Longbow Finance SA | 30,666 | $13.6M | 1.59% | −20−0.1% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 31,269 | $13.9M | 0.69% | 00.0% | Unchanged |
| Sector Gamma AS | 31,351 | $13.9M | 3.12% | −4,428−12.4% | Reduced |
| Washington Trust Bank | 31,531 | $14.0M | 1.43% | +91+0.3% | Added |
| Vident Investment Advisory, LLC | 31,711 | $14.1M | 0.49% | −3,292−9.4% | Reduced |