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 |
|---|---|---|---|---|---|
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 41,343 | $18.4M | 0.14% | +856+2.1% | Added |
| Mercer Global Advisors Inc | 41,212 | $18.3M | 0.07% | +172+0.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 40,971 | $18.2M | 2.67% | +174+0.4% | Added |
| Tiaa, FSB | 40,939 | $18.2M | 0.07% | −2,986−6.8% | Reduced |
| Utah Retirement Systems | 40,694 | $18.1M | 0.25% | −2,274−5.3% | Reduced |
| Achmea Investment Management B.V. | 40,369 | $17.9M | 0.38% | +8,931+28.4% | Added |
| Swiss Life Asset Management Ltd | 39,753 | $17.7M | 0.26% | −6,486−14.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 39,222 | $17.4M | 0.35% | +1,599+4.3% | Added |
| Capital International Inc | 38,616 | $17.2M | 0.31% | +3,175+9.0% | Added |
| Trexquant Investment LP | 38,067 | $16.9M | 0.44% | +10,761+39.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 38,000 | $16.9M | 0.08% | +37,623+9,979.6% | Added |
| Ossiam | 37,908 | $16.8M | 0.30% | +30,565+416.2% | Added |
| Public Employees Retirement Association of Colorado | 37,806 | $16.8M | 0.08% | −874−2.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 37,646 | $16.7M | 0.57% | +592+1.6% | Added |
| NorthCrest Asset Manangement, LLC | 37,499 | $16.7M | 0.66% | −200−0.5% | Reduced |
| Kames Capital plc | 37,010 | $16.4M | 0.27% | −282−0.8% | Reduced |
| Fifth Third Bancorp | 36,443 | $16.2M | 0.07% | −1,362−3.6% | Reduced |
| Stock Yards Bank & Trust Co | 36,138 | $16.1M | 0.59% | +1,525+4.4% | Added |
| Parkwood LLC | 35,040 | $15.6M | 2.83% | +4,278+13.9% | Added |
| CIBC Asset Management Inc | 34,910 | $15.5M | 0.06% | −385−1.1% | Reduced |
| Xponance, Inc. | 34,853 | $15.5M | 0.21% | −4,632−11.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 34,721 | $15.4M | 1.16% | +277+0.8% | Added |
| Mutual of America Capital Management LLC | 34,175 | $15.2M | 0.17% | −73−0.2% | Reduced |
| Earnest Partners LLC | 33,574 | $14.9M | 0.08% | −652−1.9% | Reduced |
| Stanley Capital Management, LLC | 33,100 | $14.7M | 3.98% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 32,900 | $14.6M | 0.60% | −261−0.8% | Reduced |
| Adviser Investments LLC | 31,912 | $14.2M | 0.31% | −444−1.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 31,901 | $14.2M | 0.19% | +5,968+23.0% | Added |
| Element Capital Management LLC | 31,852 | $14.2M | 0.96% | +1,634+5.4% | Added |
| Vident Investment Advisory, LLC | 31,711 | $14.1M | 0.49% | −3,292−9.4% | Reduced |
| Washington Trust Bank | 31,531 | $14.0M | 1.43% | +91+0.3% | Added |
| Sector Gamma AS | 31,351 | $13.9M | 3.12% | −4,428−12.4% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 31,269 | $13.9M | 0.69% | 00.0% | Unchanged |
| Longbow Finance SA | 30,666 | $13.6M | 1.59% | −20−0.1% | Reduced |
| Baird Financial Group, Inc. | 30,621 | $13.6M | 0.04% | +17,844+139.7% | Added |
| ExodusPoint Capital Management, LP | 30,263 | $13.4M | 0.16% | +12,829+73.6% | Added |
| Cumberland Partners Ltd | 30,069 | $13.4M | 1.23% | −217−0.7% | Reduced |
| Integral Health Asset Management, LLC | 30,000 | $13.3M | 1.75% | −21,000−41.2% | Reduced |
| Creative Planning | 29,589 | $13.1M | 0.02% | +5,720+24.0% | Added |
| North Growth Management Ltd. | 29,000 | $12.8M | 2.63% | 00.0% | Unchanged |
| South Dakota Investment Council | 28,545 | $12.7M | 0.26% | −1,630−5.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 28,500 | $12.7M | 0.16% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 28,311 | $12.6M | 0.09% | +2,385+9.2% | Added |
| Czech National Bank | 28,063 | $12.5M | 0.28% | −72−0.3% | Reduced |
| Moran Wealth Management, LLC | 28,026 | $12.5M | 0.47% | −1,387−4.7% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 27,857 | $12.4M | 0.76% | −6,166−18.1% | Reduced |
| CIBC World Markets Corp | 27,773 | $12.3M | 0.10% | −7,968−22.3% | Reduced |
| Impax Asset Management Group plc | 27,705 | $12.3M | 0.05% | −1,779−6.0% | Reduced |
| Janney Montgomery Scott LLC | 27,525 | $12.2M | 0.04% | +27,525 | New |
| Lawson Kroeker Investment Management Inc | 27,396 | $12.2M | 2.92% | +20,516+298.2% | Added |
| Hyperion Capital Advisors LP | 26,898 | $12.0M | 6.49% | +3,993+17.4% | Added |
| Gabelli Funds LLC | 26,500 | $11.8M | 0.09% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 26,283 | $11.7M | 0.10% | −961−3.5% | Reduced |
| Chiron Investment Management, LLC | 26,165 | $11.6M | 3.26% | +26,165 | New |
| Churchill Management Corp | 25,690 | $11.4M | 0.19% | −219−0.8% | Reduced |
| Vancity Investment Management Ltd | 25,647 | $11.4M | 1.47% | 00.0% | Unchanged |
| National Bank of Canada | 25,408 | $11.3M | 0.02% | −328−1.3% | Reduced |
| DuPont Capital Management Corp | 24,897 | $11.1M | 0.54% | +3,410+15.9% | Added |
| Abn Amro Investment Solutions | 24,832 | $11.0M | 0.22% | +3,222+14.9% | Added |
| Cresset Asset Management, LLC | 24,799 | $11.0M | 0.08% | +19,929+409.2% | Added |
| Bokf, NA | 24,563 | $10.9M | 0.22% | +1,915+8.5% | Added |
| Punch & Associates Investment Management, Inc. | 24,456 | $10.9M | 0.66% | −239−1.0% | Reduced |
| Gulf International Bank (UK) Ltd | 23,985 | $10.7M | 0.26% | −7,467−23.7% | Reduced |
| Andra AP-fonden | 23,900 | $10.6M | 0.27% | +7,100+42.3% | Added |
| Calamos Advisors LLC | 23,726 | $10.5M | 0.05% | +72+0.3% | Added |
| Smith, Salley & Associates | 23,351 | $10.4M | 0.77% | +23,351 | New |
| Hardman Johnston Global Advisors LLC | 23,326 | $10.4M | 0.34% | +2,626+12.7% | Added |
| Aptus Capital Advisors, LLC | 23,291 | $10.3M | 0.30% | −6,927−22.9% | Reduced |
| Cornerstone Advisors, LLC | 23,000 | $10.2M | 0.49% | −8,000−25.8% | Reduced |
| Rafferty Asset Management, LLC | 22,914 | $10.2M | 0.06% | +1,532+7.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,747 | $10.1M | 0.15% | +2,883+14.5% | Added |
| Chartwell Investment Partners, LLC | 22,730 | $10.1M | 0.37% | +5,596+32.7% | Added |
| Public Sector Pension Investment Board | 22,699 | $10.1M | 0.07% | −3,560−13.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 22,158 | $9.85M | 0.04% | +6,216+39.0% | Added |
| Daiwa Securities Group Inc. | 22,031 | $9.79M | 0.06% | −7,817−26.2% | Reduced |
| Modera Wealth Management, LLC | 21,933 | $9.74M | 0.18% | +21,933 | New |
| Partners Capital Investment Group, LLP | 21,654 | $9.62M | 0.21% | −2,346−9.8% | Reduced |
| Worldquant Millennium Advisors LLC | 21,512 | $9.56M | 0.16% | −14,649−40.5% | Reduced |
| British Columbia Investment Management Corp | 21,445 | $9.53M | 0.09% | +84+0.4% | Added |
| Norinchukin Bank, The | 21,403 | $9.51M | 0.16% | +5,740+36.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 21,302 | $9.46M | 0.20% | +4,000+23.1% | Added |
| Stephens Inc | 20,887 | $9.28M | 0.17% | +888+4.4% | Added |
| Tamar Securities, LLC | 20,778 | $9.23M | 2.27% | +2,550+14.0% | Added |
| Cullen/Frost Bankers, Inc. | 20,773 | $9.23M | 0.16% | −225−1.1% | Reduced |
| LMCG Investments, LLC | 20,679 | $9.19M | 0.60% | −6,140−22.9% | Reduced |
| Ninety One SA (PTY) Ltd | 20,757 | $9.17M | 2.27% | +1,755+9.2% | Added |
| Prudential PLC | 20,550 | $9.13M | 0.11% | +877+4.5% | Added |
| Unison Asset Management LLC | 20,237 | $8.99M | 6.00% | +145+0.7% | Added |
| Highland Capital Management, LLC | 20,074 | $8.92M | 0.58% | −335−1.6% | Reduced |
| Vestcor Inc | 20,070 | $8.92M | 0.33% | −714−3.4% | Reduced |
| Securian Asset Management, Inc | 19,931 | $8.86M | 0.23% | −363−1.8% | Reduced |
| Geneos Wealth Management Inc. | 19,741 | $8.77M | 0.46% | +3,786+23.7% | Added |
| Elo Mutual Pension Insurance Co | 19,525 | $8.68M | 0.26% | +455+2.4% | Added |
| Ethic Inc. | 19,461 | $8.65M | 0.32% | +701+3.7% | Added |
| Capital Analysts, LLC | 19,245 | $8.55M | 0.48% | +851+4.6% | Added |
| Bank of Nova Scotia | 19,224 | $8.54M | 0.02% | −23,742−55.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 19,202 | $8.53M | 0.13% | −176−0.9% | Reduced |
| Kentucky Retirement Systems | 19,060 | $8.47M | 0.28% | +177+0.9% | Added |
| Zacks Investment Management | 19,037 | $8.46M | 0.11% | +19,037 | New |
| Sandy Spring Bank | 18,967 | $8.43M | 0.45% | −29−0.2% | Reduced |