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 |
|---|---|---|---|---|---|
| Bank of America Corp | 1,550,948 | $689.1M | 0.08% | −1,338,966−46.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 1,589,354 | $706.1M | 2.62% | +298,562+23.1% | Added |
| Nordea Investment Management AB | 1,635,735 | $718.4M | 0.98% | +48,323+3.0% | Added |
| Manufacturers Life Insurance Company, The | 1,617,501 | $718.6M | 0.40% | +342,468+26.9% | Added |
| UBS Asset Management Americas Inc | 1,598,397 | $735.0M | 0.36% | 00.0% | Unchanged |
| Invesco Ltd. | 1,800,653 | $800.0M | 0.21% | −189,335−9.5% | Reduced |
| First Eagle Investment Management, LLC | 1,805,149 | $802.0M | 2.05% | +9,529+0.5% | Added |
| Legal & General Group Plc | 1,845,411 | $819.9M | 0.27% | −11,335−0.6% | Reduced |
| Dimensional Fund Advisors LP | 1,897,982 | $843.2M | 0.27% | −102,247−5.1% | Reduced |
| Bank of New York Mellon Corp | 1,944,050 | $863.7M | 0.18% | −232,195−10.7% | Reduced |
| Goldman Sachs Group Inc | 2,013,408 | $894.5M | 0.23% | +170,785+9.3% | Added |
| Artisan Partners Limited Partnership | 2,218,522 | $985.7M | 1.59% | −140,119−5.9% | Reduced |
| JPMorgan Chase & Co | 2,334,316 | $1.04B | 0.12% | +553,043+31.0% | Added |
| Northern Trust Corp | 2,359,361 | $1.05B | 0.20% | −64,711−2.7% | Reduced |
| Norges Bank | 2,575,301 | $1.14B | 0.23% | +79,307+3.2% | Added |
| Morgan Stanley | 2,738,392 | $1.22B | 0.12% | −24,049−0.9% | Reduced |
| Baillie Gifford & Co | 3,134,249 | $1.39B | 1.18% | −63,764−2.0% | Reduced |
| Nuveen Asset Management, LLC | 3,143,404 | $1.40B | 0.49% | +56,204+1.8% | Added |
| Alliancebernstein L.P. | 3,214,663 | $1.43B | 0.58% | +372,937+13.1% | Added |
| Ameriprise Financial Inc | 3,726,342 | $1.66B | 0.52% | +103,426+2.9% | Added |
| Sanders Capital, LLC | 4,203,963 | $1.87B | 3.90% | +186,309+4.6% | Added |
| Geode Capital Management, LLC | 4,341,458 | $1.92B | 0.23% | +63,121+1.5% | Added |
| FMR LLC | 4,407,509 | $1.96B | 0.16% | −401,586−8.4% | Reduced |
| Capital International Investors | 4,691,305 | $2.08B | 0.50% | −155,005−3.2% | Reduced |
| Wellington Management Group LLP | 7,326,113 | $3.25B | 0.62% | −1,130,951−13.4% | Reduced |
| State Street Corp | 10,981,772 | $4.88B | 0.26% | +18,387+0.2% | Added |
| Price T Rowe Associates Inc | 12,101,557 | $5.38B | 0.75% | −1,175,613−8.9% | Reduced |
| BlackRock Inc. | 20,387,569 | $9.06B | 0.25% | −454,694−2.2% | Reduced |
| Vanguard Group Inc | 21,334,713 | $9.48B | 0.22% | −137,867−0.6% | Reduced |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −63,238−100.0% | Sold out |
| Payden & Rygel | 0 | $0 | 0.00% | −40,900−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −39,042−100.0% | Sold out |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −36,400−100.0% | Sold out |
| Parkman Healthcare Partners LLC | 0 | $0 | 0.00% | −21,643−100.0% | Sold out |
| Glenview Capital Management, LLC | 0 | $0 | 0.00% | −11,867−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −7,030−100.0% | Sold out |
| Alcosta Capital Management, Inc. | 0 | $0 | 0.00% | −6,569−100.0% | Sold out |
| RPg Family Wealth Advisory, LLC | 0 | $0 | 0.00% | −5,940−100.0% | Sold out |
| Employees Provident Fund Board | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Geneva Partners, LLC | 0 | $0 | 0.00% | −5,310−100.0% | Sold out |
| Sepio Capital, LP | 0 | $0 | 0.00% | −5,219−100.0% | Sold out |
| Mount Capital Ltd | 0 | $0 | 0.00% | −4,838−100.0% | Sold out |
| XR Securities LLC | 0 | $0 | 0.00% | −4,497−100.0% | Sold out |
| Harbert Fund Advisors, Inc. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −3,664−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −3,553−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −3,520−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −3,030−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −2,565−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −2,384−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −2,118−100.0% | Sold out |
| Poplar Forest Capital LLC | 0 | $0 | 0.00% | −2,050−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −1,958−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,974−100.0% | Sold out |
| Simplify Asset Management Inc. | 0 | $0 | 0.00% | −1,619−100.0% | Sold out |
| Bridges Investment Management Inc | 0 | $0 | 0.00% | −1,425−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −1,398−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −1,396−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −1,315−100.0% | Sold out |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −1,310−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −1,266−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −1,251−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −1,168−100.0% | Sold out |
| Basso Capital Management, L.P. | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| Credit Capital Investments LLC | 0 | $0 | 0.00% | −1,022−100.0% | Sold out |
| Connacht Asset Management LP | 0 | $0 | 0.00% | −1,006−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Telemus Capital, LLC | 0 | $0 | 0.00% | −993−100.0% | Sold out |
| Wealth Advisory Solutions, LLC | 0 | $0 | 0.00% | −912−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −838−100.0% | Sold out |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −822−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −784−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −760−100.0% | Sold out |
| OneAscent Wealth Management LLC | 0 | $0 | 0.00% | −735−100.0% | Sold out |
| Zhang Financial LLC | 0 | $0 | 0.00% | −696−100.0% | Sold out |
| Jackson Square Capital, LLC | 0 | $0 | 0.00% | −694−100.0% | Sold out |
| Crawford Investment Counsel Inc | 0 | $0 | 0.00% | −640−100.0% | Sold out |
| LVW Advisors, LLC | 0 | $0 | 0.00% | −626−100.0% | Sold out |
| Cassia Capital Partners, LLC | 0 | $0 | 0.00% | −613−100.0% | Sold out |
| Gyroscope Capital Management Group, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −563−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −551−100.0% | Sold out |
| Fort, L.P. | 0 | $0 | 0.00% | −534−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −531−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −528−100.0% | Sold out |
| Intelligence Driven Advisers, LLC | 0 | $0 | 0.00% | −494−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −518−100.0% | Sold out |
| Providence First Trust Co | 0 | $0 | 0.00% | −517−100.0% | Sold out |
| Philadelphia Trust Co | 0 | $0 | 0.00% | −512−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −504−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Essex Savings Bank | 0 | $0 | 0.00% | −494−100.0% | Sold out |
| Guyasuta Investment Advisors Inc | 0 | $0 | 0.00% | −492−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −466−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −441−100.0% | Sold out |
| Bank of Hawaii | 0 | $0 | 0.00% | −455−100.0% | Sold out |
| Bahl & Gaynor Inc | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Pecaut & Co. | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Accretive Wealth Partners, LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |