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, Q3 2023
Institutional positions in Elevance Health, Inc. as of Sep 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
- 1,531
- +19 vs. Q2 2023
- Shares held
- 207.7M
- −1.97M (−0.9%) vs. Q2 2023
- Total value
- $90.8B
- −$2.06B (−2.2%) vs. Q2 2023
- New holders
- 115
- 579 more added
- Sold out
- 96
- 573 more reduced
17 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 1,702 | $107.2B |
| Q2 2024 | 1,712 | $112.7B |
| Q1 2024 | 1,672 | $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 | 1,550 | $108.8B |
| Q3 2022 | 1,448 | $97.0B |
| Q2 2022 | 1,443 | $103.2B |
| Q1 2022 | 1,423 | $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, Q3 2023
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Louisiana State Employees Retirement System | 14,600 | $6.36M | 0.15% | −100−0.7% | Reduced |
| Mizuho Markets Americas LLC | 14,715 | $6.41M | 0.24% | +14,715 | New |
| Scotia Capital Inc. | 14,747 | $6.42M | 0.05% | +3,720+33.7% | Added |
| Guggenheim Capital LLC | 14,774 | $6.43M | 0.06% | +7,220+95.6% | Added |
| River Wealth Advisors LLC | 14,913 | $6.49M | 1.16% | −603−3.9% | Reduced |
| Glenview Capital Management, LLC | 14,927 | $6.50M | 0.18% | +14,927 | New |
| United Services Automobile Association | 14,957 | $6.51M | 0.16% | +784+5.5% | Added |
| CIBC World Markets Inc. | 14,966 | $6.52M | 0.02% | +195+1.3% | Added |
| Leuthold Group, LLC | 14,974 | $6.52M | 0.91% | +4,344+40.9% | Added |
| Siemens Fonds Invest GmbH | 15,085 | $6.57M | 0.66% | −896−5.6% | Reduced |
| Cornerstone Advisors, LLC | 15,300 | $6.66M | 0.31% | −7,700−33.5% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 15,426 | $6.72M | 0.84% | −131−0.8% | Reduced |
| Verdence Capital Advisors LLC | 15,445 | $6.73M | 0.73% | +1,132+7.9% | Added |
| GAM Holding AG | 15,504 | $6.75M | 0.50% | −12−0.1% | Reduced |
| Baird Financial Group, Inc. | 15,903 | $6.92M | 0.02% | −14,718−48.1% | Reduced |
| Callodine Capital Management, LP | 16,000 | $6.97M | 1.94% | +16,000 | New |
| Pacer Advisors, Inc. | 16,008 | $6.97M | 0.03% | +246+1.6% | Added |
| Hartford Investment Management Co | 16,168 | $7.04M | 0.28% | −576−3.4% | Reduced |
| Parus Finance (UK) Ltd | 16,438 | $7.16M | 4.46% | −1,635−9.0% | Reduced |
| Vestcor Inc | 16,508 | $7.19M | 0.26% | −3,562−17.7% | Reduced |
| ProVise Management Group, LLC | 16,769 | $7.30M | 0.68% | +12,913+334.9% | Added |
| Colony Group LLC | 16,832 | $7.33M | 0.11% | +174+1.0% | Added |
| Securian Asset Management, Inc | 16,911 | $7.36M | 0.22% | −3,020−15.2% | Reduced |
| La Banque Postale Asset Management SA | 16,933 | $7.37M | 0.16% | +10,462+161.7% | Added |
| Greatmark Investment Partners, Inc. | 17,074 | $7.43M | 1.31% | +90+0.5% | Added |
| JustInvest LLC | 17,503 | $7.62M | 0.23% | −491−2.7% | Reduced |
| Assetmark, Inc | 17,507 | $7.62M | 0.03% | −1,270−6.8% | Reduced |
| Aptus Capital Advisors, LLC | 17,771 | $7.74M | 0.23% | −5,520−23.7% | Reduced |
| Diversified Trust Co | 17,824 | $7.76M | 0.29% | +3,813+27.2% | Added |
| Walleye Trading LLC | 18,140 | $7.90M | 0.18% | +17,646+3,572.1% | Added |
| Great Lakes Advisors, LLC | 18,231 | $7.94M | 0.07% | +177+1.0% | Added |
| Maryland State Retirement & Pension System | 18,259 | $7.95M | 0.18% | +149+0.8% | Added |
| Capital Group Investment Management Pte. Ltd. | 18,339 | $7.99M | 0.52% | −12,930−41.4% | Reduced |
| Highland Capital Management, LLC | 18,464 | $8.04M | 0.55% | −1,610−8.0% | Reduced |
| Quantbot Technologies LP | 18,598 | $8.10M | 0.54% | +4,911+35.9% | Added |
| Stephens Inc | 18,760 | $8.17M | 0.16% | −2,127−10.2% | Reduced |
| ExodusPoint Capital Management, LP | 18,852 | $8.21M | 0.11% | −11,411−37.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 18,874 | $8.22M | 0.15% | −328−1.7% | Reduced |
| Prudential PLC | 18,876 | $8.22M | 0.10% | −1,674−8.1% | Reduced |
| Kentucky Retirement Systems | 19,125 | $8.33M | 0.29% | +65+0.3% | Added |
| AE Wealth Management LLC | 19,176 | $8.35M | 0.05% | +891+4.9% | Added |
| Jump Financial, LLC | 19,180 | $8.35M | 0.31% | +11,884+162.9% | Added |
| Sandy Spring Bank | 19,252 | $8.38M | 0.47% | +285+1.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 19,686 | $8.57M | 0.04% | +19,686 | New |
| Atria Investments LLC | 19,701 | $8.58M | 0.15% | +1,494+8.2% | Added |
| Elo Mutual Pension Insurance Co | 19,841 | $8.64M | 0.27% | +316+1.6% | Added |
| Element Capital Management LLC | 19,964 | $8.69M | 0.77% | −11,888−37.3% | Reduced |
| FORA Capital, LLC | 20,061 | $8.73M | 0.77% | +11,283+128.5% | Added |
| LMCG Investments, LLC | 20,168 | $8.78M | 0.59% | −511−2.5% | Reduced |
| Unison Asset Management LLC | 20,502 | $8.93M | 5.87% | +265+1.3% | Added |
| Capital Analysts, LLC | 20,612 | $8.97M | 0.50% | +1,367+7.1% | Added |
| CBOE Vest Financial, LLC | 20,814 | $9.06M | 0.50% | +9,030+76.6% | Added |
| Northwest & Ethical Investments L.P. | 20,869 | $9.09M | 0.31% | +17,901+603.1% | Added |
| Partners Capital Investment Group, LLP | 20,928 | $9.11M | 0.22% | −726−3.4% | Reduced |
| Investment Management Corp of Ontario | 20,998 | $9.14M | 0.36% | +10,408+98.3% | Added |
| Geneos Wealth Management Inc. | 21,099 | $9.19M | 0.47% | +1,358+6.9% | Added |
| Daiwa Securities Group Inc. | 21,199 | $9.23M | 0.07% | −832−3.8% | Reduced |
| Ethic Inc. | 21,292 | $9.27M | 0.33% | +1,831+9.4% | Added |
| Chartwell Investment Partners, LLC | 21,338 | $9.29M | 0.36% | −1,392−6.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 21,436 | $9.33M | 0.16% | +663+3.2% | Added |
| British Columbia Investment Management Corp | 21,553 | $9.38M | 0.09% | +108+0.5% | Added |
| Eversept Partners, LP | 21,694 | $9.45M | 1.05% | +19,379+837.1% | Added |
| Gulf International Bank (UK) Ltd | 21,740 | $9.47M | 0.27% | −2,245−9.4% | Reduced |
| First American Trust, FSB | 21,750 | $9.47M | 1.34% | +6,254+40.4% | Added |
| Bank of Nova Scotia | 21,895 | $9.53M | 0.03% | +2,671+13.9% | Added |
| Bokf, NA | 21,440 | $9.65M | 0.21% | −3,123−12.7% | Reduced |
| Pathstone Family Office, LLC | 22,208 | $9.67M | 0.08% | +9,305+72.1% | Added |
| Modera Wealth Management, LLC | 22,372 | $9.74M | 0.18% | +439+2.0% | Added |
| Hardman Johnston Global Advisors LLC | 22,768 | $9.91M | 0.33% | −558−2.4% | Reduced |
| Tamar Securities, LLC | 23,453 | $10.2M | 2.46% | +2,675+12.9% | Added |
| Brahman Capital Corp. | 23,782 | $10.4M | 3.77% | +23,782 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,789 | $10.4M | 0.16% | +1,042+4.6% | Added |
| Calamos Advisors LLC | 23,872 | $10.4M | 0.06% | +146+0.6% | Added |
| Punch & Associates Investment Management, Inc. | 24,380 | $10.6M | 0.68% | −76−0.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24,428 | $10.6M | 0.05% | +2,270+10.2% | Added |
| PFM Health Sciences, LP | 24,531 | $10.7M | 0.51% | −50,591−67.3% | Reduced |
| Rafferty Asset Management, LLC | 24,593 | $10.7M | 0.06% | +1,679+7.3% | Added |
| Integral Health Asset Management, LLC | 25,000 | $10.9M | 1.54% | −5,000−16.7% | Reduced |
| Guardian Point Capital, LP | 25,000 | $10.9M | 6.61% | +25,000 | New |
| Public Sector Pension Investment Board | 25,242 | $11.0M | 0.08% | +2,543+11.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 25,302 | $11.0M | 0.24% | +4,000+18.8% | Added |
| Creative Planning | 25,955 | $11.3M | 0.02% | −3,634−12.3% | Reduced |
| South Dakota Investment Council | 26,275 | $11.4M | 0.26% | −2,270−8.0% | Reduced |
| Gabelli Funds LLC | 26,500 | $11.5M | 0.09% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 26,981 | $11.7M | 0.04% | −544−2.0% | Reduced |
| Nissay Asset Management Corp | 27,161 | $11.8M | 0.10% | +878+3.3% | Added |
| Lawson Kroeker Investment Management Inc | 27,465 | $12.0M | 2.64% | +69+0.3% | Added |
| Impax Asset Management Group plc | 27,687 | $12.1M | 0.05% | −18−0.1% | Reduced |
| Main Street Research LLC | 27,861 | $12.1M | 1.25% | −31,018−52.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 27,863 | $12.1M | 0.18% | −4,038−12.7% | Reduced |
| Capital International Inc | 27,923 | $12.2M | 0.23% | −10,693−27.7% | Reduced |
| CIBC World Markets Corp | 28,006 | $12.2M | 0.12% | +233+0.8% | Added |
| North Growth Management Ltd. | 28,000 | $12.3M | 2.73% | −1,000−3.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 28,500 | $12.4M | 0.16% | 00.0% | Unchanged |
| Parkwood LLC | 29,281 | $12.8M | 2.32% | −5,759−16.4% | Reduced |
| GCM Grosvenor Holdings, LLC | 29,500 | $12.8M | 2.56% | +29,500 | New |
| Cumberland Partners Ltd | 29,880 | $13.0M | 1.25% | −189−0.6% | Reduced |
| Smith, Salley & Associates | 30,431 | $13.2M | 0.98% | +7,080+30.3% | Added |
| Longbow Finance SA | 30,560 | $13.3M | 1.60% | −106−0.3% | Reduced |
| Washington Trust Bank | 31,250 | $13.6M | 1.42% | −281−0.9% | Reduced |