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 |
|---|---|---|---|---|---|
| Earnest Partners LLC | 31,354 | $13.7M | 0.08% | −2,220−6.6% | Reduced |
| Fifth Third Bancorp | 31,755 | $13.8M | 0.06% | −4,688−12.9% | Reduced |
| FineMark National Bank & Trust | 32,335 | $14.1M | 0.61% | −565−1.7% | Reduced |
| Ninety One SA (PTY) Ltd | 32,155 | $14.2M | 2.73% | +11,398+54.9% | Added |
| Mutual of America Capital Management LLC | 33,051 | $14.4M | 0.18% | −1,124−3.3% | Reduced |
| Stanley Capital Management, LLC | 33,100 | $14.4M | 3.84% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 33,341 | $14.5M | 1.13% | −1,380−4.0% | Reduced |
| Cetera Advisor Networks LLC | 33,368 | $14.5M | 0.09% | +5,057+17.9% | Added |
| Cresset Asset Management, LLC | 33,517 | $14.6M | 0.10% | +8,718+35.2% | Added |
| Adviser Investments LLC | 33,556 | $14.6M | 0.32% | +1,644+5.2% | Added |
| Trexquant Investment LP | 33,773 | $14.7M | 0.37% | −4,294−11.3% | Reduced |
| Moran Wealth Management, LLC | 34,035 | $14.8M | 0.57% | +6,009+21.4% | Added |
| CIBC Asset Management Inc | 34,048 | $14.8M | 0.06% | −862−2.5% | Reduced |
| First Republic Investment Management, Inc. | 34,854 | $15.2M | 0.04% | +34,854 | New |
| National Bank of Canada | 34,922 | $15.3M | 0.03% | +9,514+37.4% | Added |
| Xponance, Inc. | 35,410 | $15.4M | 0.21% | +557+1.6% | Added |
| Swiss Life Asset Management Ltd | 36,028 | $15.7M | 0.24% | −3,725−9.4% | Reduced |
| Aquatic Capital Management LLC | 36,080 | $15.7M | 0.66% | +25,280+234.1% | Added |
| Public Employees Retirement Association of Colorado | 36,147 | $15.7M | 0.08% | −1,659−4.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 37,587 | $16.4M | 0.67% | +88+0.2% | Added |
| Whittier Trust Co of Nevada Inc | 37,739 | $16.4M | 0.58% | +93+0.2% | Added |
| Rhenman & Partners Asset Management AB | 38,000 | $16.5M | 1.78% | −18,000−32.1% | Reduced |
| ProShare Advisors LLC | 39,258 | $17.1M | 0.05% | −2,530−6.1% | Reduced |
| Chiron Investment Management, LLC | 39,982 | $17.4M | 7.35% | +13,817+52.8% | Added |
| Utah Retirement Systems | 40,894 | $17.8M | 0.25% | +200+0.5% | Added |
| Sector Gamma AS | 41,147 | $17.9M | 4.58% | +9,796+31.2% | Added |
| Czech National Bank | 41,186 | $17.9M | 0.29% | +13,123+46.8% | Added |
| Oregon Public Employees Retirement Fund | 41,407 | $18.0M | 0.25% | −9,494−18.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 41,420 | $18.0M | 2.75% | +449+1.1% | Added |
| Hyperion Capital Advisors LP | 41,509 | $18.1M | 9.91% | +14,611+54.3% | Added |
| Federated Hermes, Inc. | 41,534 | $18.1M | 0.05% | −1,327−3.1% | Reduced |
| Hallmark Capital Management Inc | 41,580 | $18.1M | 1.51% | −605−1.4% | Reduced |
| Mercer Global Advisors Inc | 41,783 | $18.2M | 0.07% | +571+1.4% | Added |
| LSV Asset Management | 41,900 | $18.2M | 0.04% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 42,267 | $18.4M | 0.20% | −1,032−2.4% | Reduced |
| Banco Santander, S.A. | 42,565 | $18.5M | 0.26% | +24,779+139.3% | Added |
| South State Corp. | 42,623 | $18.6M | 1.76% | −649−1.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 43,070 | $18.8M | 0.38% | +3,848+9.8% | Added |
| Vident Advisory, LLC | 43,097 | $18.8M | 0.58% | +43,097 | New |
| Cerity Partners LLC | 43,101 | $18.8M | 0.09% | −7,077−14.1% | Reduced |
| ABN AMRO Bank N.V. | 44,236 | $19.2M | 0.35% | +638+1.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 44,212 | $19.3M | 0.26% | −500−1.1% | Reduced |
| Rockefeller Capital Management L.P. | 44,459 | $19.4M | 0.07% | −1,659−3.6% | Reduced |
| Dana Investment Advisors, Inc. | 44,640 | $19.4M | 0.99% | −1,843−4.0% | Reduced |
| Summit Global Investments | 45,143 | $19.7M | 1.31% | +29,422+187.2% | Added |
| Foundry Partners, LLC | 45,156 | $19.7M | 1.22% | −290−0.6% | Reduced |
| TCW Group Inc | 45,363 | $19.8M | 0.25% | −2,251−4.7% | Reduced |
| Yousif Capital Management, LLC | 45,821 | $20.0M | 0.25% | −1,179−2.5% | Reduced |
| Auxier Asset Management | 46,328 | $20.2M | 3.44% | −35−0.1% | Reduced |
| Point72 Middle East FZE | 46,544 | $20.3M | 1.23% | −8,173−14.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 47,381 | $20.6M | 0.17% | +6,038+14.6% | Added |
| Boston Private Wealth LLC | 47,522 | $20.7M | 0.45% | −4,096−7.9% | Reduced |
| Illinois Municipal Retirement Fund | 48,083 | $20.9M | 0.39% | −706−1.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 48,162 | $21.0M | 0.31% | +6,361+15.2% | Added |
| Texas Permanent School Fund | 48,694 | $21.2M | 0.21% | −1,017−2.0% | Reduced |
| Engineers Gate Manager LP | 48,903 | $21.3M | 0.79% | +1,314+2.8% | Added |
| Candriam Luxembourg S.C.A. | 49,020 | $21.3M | 0.17% | −13,019−21.0% | Reduced |
| Capital Fund Management S.A. | 49,211 | $21.4M | 0.29% | −25,119−33.8% | Reduced |
| IFM Investors Pty Ltd | 49,915 | $21.7M | 0.29% | +1,556+3.2% | Added |
| Commonwealth Equity Services, LLC | 50,900 | $22.2M | 0.05% | −2,111−4.0% | Reduced |
| USS Investment Management Ltd | 51,394 | $22.4M | 0.25% | +2,276+4.6% | Added |
| Todd Asset Management LLC | 51,493 | $22.4M | 0.53% | −10,477−16.9% | Reduced |
| Achmea Investment Management B.V. | 51,907 | $22.6M | 0.49% | +11,538+28.6% | Added |
| Crossmark Global Holdings, Inc. | 49,828 | $22.7M | 0.51% | −23,402−32.0% | Reduced |
| Retirement Systems of Alabama | 53,282 | $23.2M | 0.11% | −594−1.1% | Reduced |
| Comerica Bank | 53,586 | $23.3M | 0.12% | −203,277−79.1% | Reduced |
| MML Investors Services, LLC | 54,155 | $23.6M | 0.13% | +7,063+15.0% | Added |
| Teachers Retirement System of the State of Kentucky | 54,388 | $23.7M | 0.24% | −7,000−11.4% | Reduced |
| Iridian Asset Management LLC | 54,687 | $23.8M | 4.82% | −45,219−45.3% | Reduced |
| iA Global Asset Management Inc. | 55,084 | $24.0M | 0.63% | +5,058+10.1% | Added |
| Eagle Global Advisors LLC | 55,441 | $24.1M | 1.56% | −145−0.3% | Reduced |
| QRG Capital Management, Inc. | 56,130 | $24.4M | 0.42% | +56,130 | New |
| Professional Advisory Services Inc | 56,261 | $24.5M | 4.03% | +2,074+3.8% | Added |
| State of Alaska, Department of Revenue | 57,215 | $24.9M | 0.31% | −1,290−2.2% | Reduced |
| US Bancorp | 58,065 | $25.0M | 0.04% | −7,913−12.0% | Reduced |
| Captrust Financial Advisors | 57,692 | $25.1M | 0.10% | +2,729+5.0% | Added |
| Abn Amro Investment Solutions | 57,728 | $25.1M | 0.49% | +32,896+132.5% | Added |
| Border to Coast Pensions Partnership Ltd | 57,428 | $25.7M | 0.68% | 00.0% | Unchanged |
| Verition Fund Management LLC | 59,005 | $25.7M | 0.34% | +11,579+24.4% | Added |
| Polaris Wealth Advisory Group, LLC | 59,201 | $25.8M | 1.96% | +429+0.7% | Added |
| MetLife Investment Management | 59,631 | $26.0M | 0.20% | −1,854−3.0% | Reduced |
| Amalgamated Bank | 60,575 | $26.4M | 0.22% | −2,000−3.2% | Reduced |
| Liontrust Investment Partners LLP | 61,001 | $26.6M | 0.42% | +19,030+45.3% | Added |
| Cercano Management LLC | 61,043 | $26.6M | 0.94% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 61,202 | $26.7M | 0.36% | +190+0.3% | Added |
| Artemis Investment Management LLP | 61,447 | $26.8M | 0.37% | +18,188+42.0% | Added |
| Lakewood Capital Management, LP | 62,000 | $27.0M | 2.46% | +2,000+3.3% | Added |
| High Ground Investment Management LLP | 62,870 | $27.4M | 18.24% | +2,000+3.3% | Added |
| Federation des caisses Desjardins du Quebec | 64,439 | $28.1M | 0.29% | −20,697−24.3% | Reduced |
| Spears Abacus Advisors LLC | 64,505 | $28.1M | 2.41% | +49+0.1% | Added |
| Archon Partners LLC | 65,000 | $28.3M | 4.43% | 00.0% | Unchanged |
| 140 Summer Partners LP | 65,501 | $28.5M | 5.56% | −74,500−53.2% | Reduced |
| Capital Group Private Client Services, Inc. | 66,075 | $28.8M | 0.35% | −38,162−36.6% | Reduced |
| Wedge Capital Management L L P | 66,469 | $28.9M | 0.57% | −1,195−1.8% | Reduced |
| Arizona State Retirement System | 67,099 | $29.2M | 0.25% | −723−1.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 68,589 | $29.9M | 0.04% | +1,964+2.9% | Added |
| State of Michigan Retirement System | 69,451 | $30.2M | 0.20% | −1,500−2.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 69,871 | $30.4M | 0.06% | +12,967+22.8% | Added |
| C WorldWide Group Holding A/S | 70,800 | $30.8M | 0.42% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 71,714 | $31.2M | 0.15% | −8,011−10.0% | Reduced |