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, 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.

Institutional holdersQ2 2023: 1,529 institutions
Q1 2021: 1,215 institutionsQ2 2021: 1,239 institutionsQ3 2021: 1,221 institutionsQ4 2021: 1,375 institutionsQ1 2022: 1,424 institutionsQ2 2022: 1,444 institutionsQ3 2022: 1,449 institutionsQ4 2022: 1,551 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,673 institutionsQ2 2024: 1,713 institutionsQ3 2024: 1,703 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 heldQ2 2023: $93.1B
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 20241,703$107.2B
Q2 20241,713$112.7B
Q1 20241,673$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,551$108.8B
Q3 20221,449$97.0B
Q2 20221,444$103.2B
Q1 20221,424$105.7B
Q4 20211,375$99.3B
Q3 20211,221$80.6B
Q2 20211,239$82.8B
Q1 20211,215$78.2B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q1 2023.

Institutions holding ELV in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Element Capital Management LLC31,852$14.2M0.96%+1,634+5.4%Added
B. Metzler seel. Sohn & Co. AG31,901$14.2M0.19%+5,968+23.0%Added
Adviser Investments LLC31,912$14.2M0.31%−444−1.4%Reduced
FineMark National Bank & Trust32,900$14.6M0.60%−261−0.8%Reduced
Stanley Capital Management, LLC33,100$14.7M3.98%00.0%Unchanged
Earnest Partners LLC33,574$14.9M0.08%−652−1.9%Reduced
Mutual of America Capital Management LLC34,175$15.2M0.17%−73−0.2%Reduced
Lowe Brockenbrough & Co Inc34,721$15.4M1.16%+277+0.8%Added
Xponance, Inc.34,853$15.5M0.21%−4,632−11.7%Reduced
CIBC Asset Management Inc34,910$15.5M0.06%−385−1.1%Reduced
Parkwood LLC35,040$15.6M2.83%+4,278+13.9%Added
Stock Yards Bank & Trust Co36,138$16.1M0.59%+1,525+4.4%Added
Fifth Third Bancorp36,443$16.2M0.07%−1,362−3.6%Reduced
Kames Capital plc37,010$16.4M0.27%−282−0.8%Reduced
NorthCrest Asset Manangement, LLC37,499$16.7M0.66%−200−0.5%Reduced
Whittier Trust Co of Nevada Inc37,646$16.7M0.57%+592+1.6%Added
Public Employees Retirement Association of Colorado37,806$16.8M0.08%−874−2.3%Reduced
Ossiam37,908$16.8M0.30%+30,565+416.2%Added
Healthcare of Ontario Pension Plan Trust Fund38,000$16.9M0.08%+37,623+9,979.6%Added
Trexquant Investment LP38,067$16.9M0.44%+10,761+39.4%Added
Capital International Inc38,616$17.2M0.31%+3,175+9.0%Added
Edmond de Rothschild Holding S.A.39,222$17.4M0.35%+1,599+4.3%Added
Swiss Life Asset Management Ltd39,753$17.7M0.26%−6,486−14.0%Reduced
Achmea Investment Management B.V.40,369$17.9M0.38%+8,931+28.4%Added
Utah Retirement Systems40,694$18.1M0.25%−2,274−5.3%Reduced
Tiaa, FSB40,939$18.2M0.07%−2,986−6.8%Reduced
Steigerwald, Gordon & Koch Inc.40,971$18.2M2.67%+174+0.4%Added
Mercer Global Advisors Inc41,212$18.3M0.07%+172+0.4%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys41,343$18.4M0.14%+856+2.1%Added
ProShare Advisors LLC41,788$18.6M0.05%+191+0.5%Added
O'Shaughnessy Asset Management, LLC41,801$18.6M0.28%−1,952−4.5%Reduced
LSV Asset Management41,900$18.6M0.04%−3,047−6.8%Reduced
Liontrust Investment Partners LLP41,971$18.6M0.27%−3,133−6.9%Reduced
Hallmark Capital Management Inc42,185$18.7M1.68%−894−2.1%Reduced
Federated Hermes, Inc.42,861$19.0M0.05%+14,195+49.5%Added
Artemis Investment Management LLP43,259$19.2M0.24%−105,207−70.9%Reduced
South State Corp.43,272$19.2M1.72%−1,164−2.6%Reduced
New York Life Investment Management LLC43,299$19.2M0.20%−445−1.0%Reduced
Carmignac Gestion43,665$19.4M0.33%−264,698−85.8%Reduced
ABN AMRO Bank N.V.43,598$19.5M0.40%−3,152−6.7%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund44,712$19.9M0.24%−1,700−3.7%Reduced
Foundry Partners, LLC45,446$20.2M1.24%−355−0.8%Reduced
Rockefeller Capital Management L.P.46,118$20.5M0.08%+4,122+9.8%Added
Auxier Asset Management46,363$20.6M3.42%−45−0.1%Reduced
Dana Investment Advisors, Inc.46,483$20.7M1.02%+385+0.8%Added
Nomura Holdings Inc46,592$20.7M0.21%+46,592New
Yousif Capital Management, LLC47,000$20.9M0.25%+707+1.5%Added
MML Investors Services, LLC47,092$20.9M0.12%+47,092New
Verition Fund Management LLC47,426$21.1M0.33%+15,826+50.1%Added
Engineers Gate Manager LP47,589$21.1M0.80%+23,700+99.2%Added
TCW Group Inc47,614$21.2M0.23%−3,485−6.8%Reduced
Prana Capital Management, LP47,952$21.3M1.42%+47,952New
IFM Investors Pty Ltd48,359$21.5M0.28%+2,161+4.7%Added
Illinois Municipal Retirement Fund48,789$21.7M0.44%+13,671+38.9%Added
USS Investment Management Ltd49,118$21.8M0.26%00.0%Unchanged
Texas Permanent School Fund49,711$22.1M0.20%−81−0.2%Reduced
iA Global Asset Management Inc.50,026$22.2M0.59%+50,026New
Cerity Partners LLC50,178$22.3M0.09%−9,038−15.3%Reduced
Oregon Public Employees Retirement Fund50,901$22.6M0.27%−18,537−26.7%Reduced
Boston Private Wealth LLC51,618$22.9M0.41%−18,773−26.7%Reduced
Advisor Group Holdings, Inc.52,916$23.5M0.04%+680+1.3%Added
Commonwealth Equity Services, LLC53,011$23.6M0.05%+2,042+4.0%Added
Retirement Systems of Alabama53,876$23.9M0.11%−16,716−23.7%Reduced
Professional Advisory Services Inc54,187$24.1M3.65%+3,016+5.9%Added
Schonfeld Strategic Advisors LLC54,534$24.2M0.21%+39,034+251.8%Added
Point72 Middle East FZE54,717$24.3M1.35%+6,470+13.4%Added
Captrust Financial Advisors54,963$24.4M0.10%+1,506+2.8%Added
Eagle Global Advisors LLC55,586$24.7M1.63%−2,575−4.4%Reduced
Rhenman & Partners Asset Management AB56,000$24.9M2.62%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.56,904$25.3M0.04%+5,861+11.5%Added
Border to Coast Pensions Partnership Ltd57,428$25.5M0.64%00.0%Unchanged
HRT Financial LP57,726$25.6M0.24%+57,726New
State of Alaska, Department of Revenue58,505$26.0M0.31%+3,324+6.0%Added
Polaris Wealth Advisory Group, LLC58,772$26.1M1.98%+33+0.1%Added
Main Street Research LLC58,879$26.2M4.17%−1,311−2.2%Reduced
Cooperman Leon G60,000$26.7M1.45%+60,000New
Lakewood Capital Management, LP60,000$26.7M2.31%+60,000New
High Ground Investment Management LLP60,870$27.0M21.32%+2,595+4.5%Added
Banco Bilbao Vizcaya Argentaria, S.A.61,012$27.1M0.35%+2,010+3.4%Added
Cercano Management LLC61,043$27.1M0.94%+41,746+216.3%Added
Teachers Retirement System of the State of Kentucky61,388$27.3M0.26%−10,307−14.4%Reduced
MetLife Investment Management61,485$27.3M0.20%−3,126−4.8%Reduced
Todd Asset Management LLC61,970$27.5M0.64%−12,441−16.7%Reduced
Candriam Luxembourg S.C.A.62,039$27.6M0.20%−39,336−38.8%Reduced
Amalgamated Bank62,575$27.8M0.22%−2,130−3.3%Reduced
Spears Abacus Advisors LLC64,456$28.6M2.34%+59,858+1,301.8%Added
Archon Partners LLC65,000$28.9M4.32%00.0%Unchanged
RWC Asset Management LLP65,220$29.0M1.39%−210,448−76.3%Reduced
US Bancorp65,978$29.3M0.05%−5,165−7.3%Reduced
Natixis66,622$29.6M0.25%+61,562+1,216.6%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main66,625$29.6M0.05%−15,315−18.7%Reduced
Bridgewater Associates, LP67,295$29.9M0.18%+32,908+95.7%Added
Wedge Capital Management L L P67,664$30.1M0.48%−13,542−16.7%Reduced
Arizona State Retirement System67,822$30.1M0.24%+2,611+4.0%Added
DnB Asset Management AS68,964$30.6M0.18%−73−0.1%Reduced
Unigestion Holding SA70,757$31.1M1.80%+33,953+92.3%Added
BI Asset Management Fondsmaeglerselskab A/S70,329$31.2M0.74%−12,642−15.2%Reduced
C WorldWide Group Holding A/S70,800$31.5M0.41%+538+0.8%Added
State of Michigan Retirement System70,951$31.5M0.19%+1,400+2.0%Added
Forsta Ap-Fonden72,100$32.0M0.34%+2,300+3.3%Added