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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 18,777 | $8.34M | 0.03% | +599+3.3% | Added |
| AE Wealth Management LLC | 18,285 | $8.12M | 0.05% | +1,528+9.1% | Added |
| Alberta Investment Management Corp | 18,211 | $8.09M | 0.08% | 00.0% | Unchanged |
| Atria Investments LLC | 18,207 | $8.09M | 0.15% | −613−3.3% | Reduced |
| Maryland State Retirement & Pension System | 18,110 | $8.05M | 0.17% | −974−5.1% | Reduced |
| Parus Finance (UK) Ltd | 18,073 | $8.03M | 3.32% | −722−3.8% | Reduced |
| Great Lakes Advisors, LLC | 18,054 | $8.02M | 0.08% | −90−0.5% | Reduced |
| Synergy Financial Management, LLC | 17,995 | $8.00M | 1.98% | −2,257−11.1% | Reduced |
| JustInvest LLC | 17,994 | $7.99M | 0.24% | +1,103+6.5% | Added |
| Banco Santander, S.A. | 17,786 | $7.90M | 0.10% | +12,396+230.0% | Added |
| PGGM Investments | 17,705 | $7.87M | 0.13% | −4,673−20.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 17,243 | $7.66M | 0.04% | +17,243 | New |
| Greatmark Investment Partners, Inc. | 16,984 | $7.55M | 1.27% | −376−2.2% | Reduced |
| Hartford Investment Management Co | 16,744 | $7.44M | 0.28% | −3,482−17.2% | Reduced |
| Colony Group LLC | 16,658 | $7.40M | 0.11% | −368−2.2% | Reduced |
| Alerus Financial NA | 15,967 | $7.09M | 0.60% | +127+0.8% | Added |
| Siemens Fonds Invest GmbH | 15,981 | $7.07M | 0.69% | −228−1.4% | Reduced |
| Pacer Advisors, Inc. | 15,762 | $7.00M | 0.03% | +1,135+7.8% | Added |
| Summit Global Investments | 15,721 | $6.99M | 0.46% | +12,765+431.8% | Added |
| Ci Investments Inc. | 15,665 | $6.96M | 0.04% | −89,451−85.1% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 15,557 | $6.91M | 0.84% | −155−1.0% | Reduced |
| River Wealth Advisors LLC | 15,516 | $6.89M | 1.17% | −544−3.4% | Reduced |
| GAM Holding AG | 15,516 | $6.89M | 0.48% | −26−0.2% | Reduced |
| First American Trust, FSB | 15,496 | $6.88M | 0.95% | +200+1.3% | Added |
| Tudor Investment Corp Et Al | 15,370 | $6.83M | 0.11% | +11,368+284.1% | Added |
| Sivik Global Healthcare LLC | 15,000 | $6.66M | 2.66% | +4,457+42.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 14,878 | $6.61M | 0.69% | −1,500−9.2% | Reduced |
| Van Hulzen Asset Management, LLC | 14,781 | $6.57M | 0.56% | +771+5.5% | Added |
| CIBC World Markets Inc. | 14,771 | $6.56M | 0.02% | −1,969−11.8% | Reduced |
| Louisiana State Employees Retirement System | 14,700 | $6.53M | 0.14% | −800−5.2% | Reduced |
| Logan Capital Management Inc | 14,529 | $6.46M | 0.31% | −235−1.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,399 | $6.40M | 0.38% | −1,364−8.7% | Reduced |
| Verdence Capital Advisors LLC | 14,313 | $6.36M | 0.74% | +2,250+18.7% | Added |
| GHP Investment Advisors, Inc. | 13,352 | $6.33M | 0.37% | +1,203+9.9% | Added |
| KCM Investment Advisors LLC | 14,185 | $6.30M | 0.25% | −2,499−15.0% | Reduced |
| United Services Automobile Association | 14,173 | $6.30M | 0.18% | −204−1.4% | Reduced |
| Diversified Trust Co | 14,011 | $6.22M | 0.23% | +1,330+10.5% | Added |
| Hyman Charles D | 13,877 | $6.17M | 0.39% | 00.0% | Unchanged |
| Quantbot Technologies LP | 13,687 | $6.08M | 0.40% | +6,181+82.3% | Added |
| Summit Street Capital Management, LLC | 13,465 | $5.98M | 2.82% | 00.0% | Unchanged |
| Power Corp of Canada | 13,124 | $5.83M | 0.61% | +645+5.2% | Added |
| Alpine Woods Capital Investors, LLC | 13,102 | $5.82M | 0.91% | −3,157−19.4% | Reduced |
| Brinker Capital Investments, LLC | 13,090 | $5.82M | 0.06% | +4,842+58.7% | Added |
| Orion Portfolio Solutions, LLC | 13,090 | $5.82M | 0.06% | +4,842+58.7% | Added |
| JS Capital Management LLC | 13,000 | $5.78M | 0.76% | +13,000 | New |
| GWM Advisors LLC | 12,903 | $5.73M | 0.06% | +1,191+10.2% | Added |
| CX Institutional | 12,693 | $5.64M | 0.29% | +1,899+17.6% | Added |
| Pathstone Family Office, LLC | 12,903 | $5.62M | 0.08% | −1,017−7.3% | Reduced |
| Meritage Portfolio Management | 12,573 | $5.59M | 0.40% | −753−5.7% | Reduced |
| Ontario Teachers Pension Plan Board | 12,405 | $5.51M | 0.06% | +4,283+52.7% | Added |
| Cary Street Partner Investment Advisory LLC | 12,360 | $5.49M | 0.35% | −139−1.1% | Reduced |
| Wealthfront Advisers LLC | 12,280 | $5.46M | 0.02% | −4,144−25.2% | Reduced |
| Advisor Partners II, LLC | 12,261 | $5.45M | 0.26% | +659+5.7% | Added |
| Ostrum Asset Management | 12,252 | $5.44M | 0.46% | −216−1.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 12,234 | $5.43M | 1.63% | +717+6.2% | Added |
| SYSTM Wealth Solutions LLC | 12,228 | $5.43M | 0.74% | −585−4.6% | Reduced |
| PFS Investments Inc. | 12,021 | $5.34M | 0.09% | +2,888+31.6% | Added |
| Institutional & Family Asset Management, LLC | 11,956 | $5.31M | 0.87% | +105+0.9% | Added |
| Shell Asset Management Co | 11,952 | $5.31M | 0.21% | −2,161−15.3% | Reduced |
| SG Americas Securities, LLC | 11,940 | $5.30M | 0.05% | +6,349+113.6% | Added |
| CBOE Vest Financial, LLC | 11,784 | $5.24M | 0.49% | +8,869+304.3% | Added |
| New Mexico Educational Retirement Board | 11,646 | $5.17M | 0.23% | +600+5.4% | Added |
| Cetera Investment Advisers | 11,487 | $5.10M | 0.04% | +527+4.8% | Added |
| Private Advisor Group, LLC | 11,157 | $5.03M | 0.04% | +1,475+15.2% | Added |
| Meeder Asset Management Inc | 11,250 | $5.00M | 0.36% | +2,877+34.4% | Added |
| Scotia Capital Inc. | 11,027 | $4.90M | 0.03% | +4,817+77.6% | Added |
| HB Wealth Management, LLC | 10,944 | $4.86M | 0.08% | +792+7.8% | Added |
| West Family Investments, Inc. | 10,938 | $4.86M | 1.89% | +438+4.2% | Added |
| Dynamic Technology Lab Private Ltd | 10,913 | $4.85M | 0.61% | +3,266+42.7% | Added |
| E. Ohman J:or Asset Management AB | 10,900 | $4.84M | 0.17% | +100+0.9% | Added |
| Westbourne Investment Advisors, Inc. | 10,886 | $4.84M | 2.17% | +110+1.0% | Added |
| Peapack Gladstone Financial Corp | 10,875 | $4.83M | 0.09% | −77−0.7% | Reduced |
| Van Eck Associates Corp | 10,872 | $4.83M | 0.01% | +5,629+107.4% | Added |
| Clearline Capital LP | 10,847 | $4.82M | 0.62% | −4,486−29.3% | Reduced |
| Aquatic Capital Management LLC | 10,800 | $4.80M | 0.26% | −6,600−37.9% | Reduced |
| Winmill & Co. Inc | 10,790 | $4.79M | 1.71% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 10,723 | $4.76M | 0.09% | +2,317+27.6% | Added |
| Leuthold Group, LLC | 10,630 | $4.72M | 0.61% | −1,598−13.1% | Reduced |
| Eagle Rock Investment Company, LLC | 10,763 | $4.71M | 1.01% | +403+3.9% | Added |
| Investment Management Corp of Ontario | 10,590 | $4.71M | 0.20% | −6,645−38.6% | Reduced |
| Mill Capital Management, LLC | 10,468 | $4.65M | 0.44% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 10,331 | $4.59M | 0.22% | −352−3.3% | Reduced |
| Globeflex Capital L P | 10,222 | $4.54M | 0.51% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 10,157 | $4.51M | 0.12% | +9,564+1,612.8% | Added |
| Keybank National Association | 10,095 | $4.49M | 0.02% | −34−0.3% | Reduced |
| Banque Cantonale Vaudoise | 10,001 | $4.44M | 0.21% | +2,300+29.9% | Added |
| Varma Mutual Pension Insurance Co | 10,000 | $4.44M | 0.05% | −25,000−71.4% | Reduced |
| Kestra Advisory Services, LLC | 9,933 | $4.41M | 0.04% | −1,848−15.7% | Reduced |
| Metis Global Partners, LLC | 9,915 | $4.41M | 0.24% | +88+0.9% | Added |
| Coastline Trust Co | 9,857 | $4.38M | 0.61% | −1,618−14.1% | Reduced |
| National Asset Management, Inc. | 9,748 | $4.33M | 0.10% | +7,619+357.9% | Added |
| Icon Advisers Inc | 9,700 | $4.31M | 1.10% | −3,900−28.7% | Reduced |
| LGT Fund Management Co Ltd. | 9,610 | $4.27M | 1.96% | −870−8.3% | Reduced |
| Duality Advisers, LP | 9,602 | $4.27M | 0.54% | +9,602 | New |
| Narwhal Capital Management | 9,592 | $4.26M | 0.50% | −100−1.0% | Reduced |
| Bamco Inc | 9,400 | $4.18M | 0.01% | −3,100−24.8% | Reduced |
| BKD Wealth Advisors, LLC | 9,317 | $4.14M | 0.12% | −266−2.8% | Reduced |
| Loomis Sayles & Co L P | 9,305 | $4.13M | 0.01% | +480+5.4% | Added |
| Connectus Wealth, LLC | 9,249 | $4.13M | 0.10% | −211−2.2% | Reduced |
| Pearl River Capital, LLC | 9,203 | $4.09M | 0.66% | +5,211+130.5% | Added |