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 | 1,703 | $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, 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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 91,976 | $40.0M | 0.71% | +1,186+1.3% | Added |
| Acadian Asset Management LLC | 90,302 | $39.3M | 0.16% | −44,527−33.0% | Reduced |
| Nisa Investment Advisors, LLC | 89,907 | $39.1M | 0.30% | −334−0.4% | Reduced |
| Teacher Retirement System of Texas | 89,441 | $38.9M | 0.26% | +4,909+5.8% | Added |
| Vancity Investment Management Ltd | 88,191 | $38.4M | 4.98% | +62,544+243.9% | Added |
| Omers Administration Corp | 87,497 | $38.1M | 0.57% | 00.0% | Unchanged |
| Polaris Capital Management, LLC | 86,669 | $37.7M | 2.03% | −36,800−29.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 86,641 | $37.7M | 0.07% | −18,956−18.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 86,591 | $37.7M | 0.22% | +3,115+3.7% | Added |
| Seizert Capital Partners, LLC | 86,075 | $37.5M | 1.99% | +1,394+1.6% | Added |
| Redmile Group, LLC | 85,378 | $37.2M | 1.77% | +7,065+9.0% | Added |
| Clark Capital Management Group, Inc. | 85,345 | $37.2M | 0.37% | +1,519+1.8% | Added |
| Natixis | 84,764 | $36.9M | 0.29% | +18,142+27.2% | Added |
| Mariner, LLC | 84,609 | $36.8M | 0.10% | −30,538−26.5% | Reduced |
| Los Angeles Capital Management LLC | 84,264 | $36.7M | 0.16% | −3,111−3.6% | Reduced |
| Martingale Asset Management L P | 83,977 | $36.6M | 0.77% | −1,159−1.4% | Reduced |
| HighTower Advisors, LLC | 82,652 | $35.9M | 0.07% | +892+1.1% | Added |
| Dearborn Partners LLC | 81,731 | $35.6M | 1.40% | +81,731 | New |
| LGT Group Foundation | 79,949 | $35.2M | 0.87% | +6,424+8.7% | Added |
| The PNC Financial Services Group, Inc. | 80,072 | $34.9M | 0.03% | +6,517+8.9% | Added |
| CI Private Wealth, LLC | 80,035 | $34.9M | 0.08% | +173+0.2% | Added |
| Macquarie Group Ltd | 79,858 | $34.8M | 0.04% | +1,630+2.1% | Added |
| Handelsbanken Fonder AB | 77,611 | $33.8M | 0.19% | −292−0.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 77,439 | $33.7M | 0.31% | +22,905+42.0% | Added |
| DnB Asset Management AS | 76,995 | $33.5M | 0.20% | +8,031+11.6% | Added |
| Unigestion Holding SA | 76,725 | $33.4M | 2.05% | +5,968+8.4% | Added |
| Advisor Group Holdings, Inc. | 76,044 | $33.1M | 0.05% | +23,128+43.7% | Added |
| American International Group, Inc. | 74,265 | $32.3M | 0.21% | −1,412−1.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 73,977 | $32.2M | 0.75% | +3,648+5.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 73,767 | $32.2M | 0.07% | −2,019−2.7% | Reduced |
| Forsta Ap-Fonden | 73,300 | $31.9M | 0.36% | +1,200+1.7% | Added |
| Nomura Asset Management Co Ltd | 71,714 | $31.2M | 0.15% | −8,011−10.0% | Reduced |
| C WorldWide Group Holding A/S | 70,800 | $30.8M | 0.42% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 69,871 | $30.4M | 0.06% | +12,967+22.8% | Added |
| State of Michigan Retirement System | 69,451 | $30.2M | 0.20% | −1,500−2.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 68,589 | $29.9M | 0.04% | +1,964+2.9% | Added |
| Arizona State Retirement System | 67,099 | $29.2M | 0.25% | −723−1.1% | Reduced |
| Wedge Capital Management L L P | 66,469 | $28.9M | 0.57% | −1,195−1.8% | Reduced |
| Capital Group Private Client Services, Inc. | 66,075 | $28.8M | 0.35% | −38,162−36.6% | Reduced |
| 140 Summer Partners LP | 65,501 | $28.5M | 5.56% | −74,500−53.2% | Reduced |
| Archon Partners LLC | 65,000 | $28.3M | 4.43% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 64,505 | $28.1M | 2.41% | +49+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 64,439 | $28.1M | 0.29% | −20,697−24.3% | Reduced |
| High Ground Investment Management LLP | 62,870 | $27.4M | 18.24% | +2,000+3.3% | Added |
| Lakewood Capital Management, LP | 62,000 | $27.0M | 2.46% | +2,000+3.3% | Added |
| Artemis Investment Management LLP | 61,447 | $26.8M | 0.37% | +18,188+42.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 61,202 | $26.7M | 0.36% | +190+0.3% | Added |
| Cercano Management LLC | 61,043 | $26.6M | 0.94% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 61,001 | $26.6M | 0.42% | +19,030+45.3% | Added |
| Amalgamated Bank | 60,575 | $26.4M | 0.22% | −2,000−3.2% | Reduced |
| MetLife Investment Management | 59,631 | $26.0M | 0.20% | −1,854−3.0% | Reduced |
| Polaris Wealth Advisory Group, LLC | 59,201 | $25.8M | 1.96% | +429+0.7% | Added |
| Verition Fund Management LLC | 59,005 | $25.7M | 0.34% | +11,579+24.4% | Added |
| Border to Coast Pensions Partnership Ltd | 57,428 | $25.7M | 0.68% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 57,728 | $25.1M | 0.49% | +32,896+132.5% | Added |
| Captrust Financial Advisors | 57,692 | $25.1M | 0.10% | +2,729+5.0% | Added |
| US Bancorp | 58,065 | $25.0M | 0.04% | −7,913−12.0% | Reduced |
| State of Alaska, Department of Revenue | 57,215 | $24.9M | 0.31% | −1,290−2.2% | Reduced |
| Professional Advisory Services Inc | 56,261 | $24.5M | 4.03% | +2,074+3.8% | Added |
| QRG Capital Management, Inc. | 56,130 | $24.4M | 0.42% | +56,130 | New |
| Eagle Global Advisors LLC | 55,441 | $24.1M | 1.56% | −145−0.3% | Reduced |
| iA Global Asset Management Inc. | 55,084 | $24.0M | 0.63% | +5,058+10.1% | Added |
| Iridian Asset Management LLC | 54,687 | $23.8M | 4.82% | −45,219−45.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 54,388 | $23.7M | 0.24% | −7,000−11.4% | Reduced |
| MML Investors Services, LLC | 54,155 | $23.6M | 0.13% | +7,063+15.0% | Added |
| Comerica Bank | 53,586 | $23.3M | 0.12% | −203,277−79.1% | Reduced |
| Retirement Systems of Alabama | 53,282 | $23.2M | 0.11% | −594−1.1% | Reduced |
| Crossmark Global Holdings, Inc. | 49,828 | $22.7M | 0.51% | −23,402−32.0% | Reduced |
| Achmea Investment Management B.V. | 51,907 | $22.6M | 0.49% | +11,538+28.6% | Added |
| Todd Asset Management LLC | 51,493 | $22.4M | 0.53% | −10,477−16.9% | Reduced |
| USS Investment Management Ltd | 51,394 | $22.4M | 0.25% | +2,276+4.6% | Added |
| Commonwealth Equity Services, LLC | 50,900 | $22.2M | 0.05% | −2,111−4.0% | Reduced |
| IFM Investors Pty Ltd | 49,915 | $21.7M | 0.29% | +1,556+3.2% | Added |
| Capital Fund Management S.A. | 49,211 | $21.4M | 0.29% | −25,119−33.8% | Reduced |
| Candriam Luxembourg S.C.A. | 49,020 | $21.3M | 0.17% | −13,019−21.0% | Reduced |
| Engineers Gate Manager LP | 48,903 | $21.3M | 0.79% | +1,314+2.8% | Added |
| Texas Permanent School Fund | 48,694 | $21.2M | 0.21% | −1,017−2.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 48,162 | $21.0M | 0.31% | +6,361+15.2% | Added |
| Illinois Municipal Retirement Fund | 48,083 | $20.9M | 0.39% | −706−1.4% | Reduced |
| Boston Private Wealth LLC | 47,522 | $20.7M | 0.45% | −4,096−7.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 47,381 | $20.6M | 0.17% | +6,038+14.6% | Added |
| Point72 Middle East FZE | 46,544 | $20.3M | 1.23% | −8,173−14.9% | Reduced |
| Auxier Asset Management | 46,328 | $20.2M | 3.44% | −35−0.1% | Reduced |
| Yousif Capital Management, LLC | 45,821 | $20.0M | 0.25% | −1,179−2.5% | Reduced |
| TCW Group Inc | 45,363 | $19.8M | 0.25% | −2,251−4.7% | Reduced |
| Foundry Partners, LLC | 45,156 | $19.7M | 1.22% | −290−0.6% | Reduced |
| Summit Global Investments | 45,143 | $19.7M | 1.31% | +29,422+187.2% | Added |
| Dana Investment Advisors, Inc. | 44,640 | $19.4M | 0.99% | −1,843−4.0% | Reduced |
| Rockefeller Capital Management L.P. | 44,459 | $19.4M | 0.07% | −1,659−3.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 44,212 | $19.3M | 0.26% | −500−1.1% | Reduced |
| ABN AMRO Bank N.V. | 44,236 | $19.2M | 0.35% | +638+1.5% | Added |
| Cerity Partners LLC | 43,101 | $18.8M | 0.09% | −7,077−14.1% | Reduced |
| Vident Advisory, LLC | 43,097 | $18.8M | 0.58% | +43,097 | New |
| Edmond de Rothschild Holding S.A. | 43,070 | $18.8M | 0.38% | +3,848+9.8% | Added |
| South State Corp. | 42,623 | $18.6M | 1.76% | −649−1.5% | Reduced |
| Banco Santander, S.A. | 42,565 | $18.5M | 0.26% | +24,779+139.3% | Added |
| New York Life Investment Management LLC | 42,267 | $18.4M | 0.20% | −1,032−2.4% | Reduced |
| LSV Asset Management | 41,900 | $18.2M | 0.04% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 41,783 | $18.2M | 0.07% | +571+1.4% | Added |
| Hallmark Capital Management Inc | 41,580 | $18.1M | 1.51% | −605−1.4% | Reduced |