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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 41,534 | $18.1M | 0.05% | −1,327−3.1% | Reduced |
| Hyperion Capital Advisors LP | 41,509 | $18.1M | 9.91% | +14,611+54.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 41,420 | $18.0M | 2.75% | +449+1.1% | Added |
| Oregon Public Employees Retirement Fund | 41,407 | $18.0M | 0.25% | −9,494−18.7% | Reduced |
| Czech National Bank | 41,186 | $17.9M | 0.29% | +13,123+46.8% | Added |
| Sector Gamma AS | 41,147 | $17.9M | 4.58% | +9,796+31.2% | Added |
| Utah Retirement Systems | 40,894 | $17.8M | 0.25% | +200+0.5% | Added |
| Chiron Investment Management, LLC | 39,982 | $17.4M | 7.35% | +13,817+52.8% | Added |
| ProShare Advisors LLC | 39,258 | $17.1M | 0.05% | −2,530−6.1% | Reduced |
| Rhenman & Partners Asset Management AB | 38,000 | $16.5M | 1.78% | −18,000−32.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 37,739 | $16.4M | 0.58% | +93+0.2% | Added |
| NorthCrest Asset Manangement, LLC | 37,587 | $16.4M | 0.67% | +88+0.2% | Added |
| Public Employees Retirement Association of Colorado | 36,147 | $15.7M | 0.08% | −1,659−4.4% | Reduced |
| Aquatic Capital Management LLC | 36,080 | $15.7M | 0.66% | +25,280+234.1% | Added |
| Swiss Life Asset Management Ltd | 36,028 | $15.7M | 0.24% | −3,725−9.4% | Reduced |
| Xponance, Inc. | 35,410 | $15.4M | 0.21% | +557+1.6% | Added |
| National Bank of Canada | 34,922 | $15.3M | 0.03% | +9,514+37.4% | Added |
| First Republic Investment Management, Inc. | 34,854 | $15.2M | 0.04% | +34,854 | New |
| CIBC Asset Management Inc | 34,048 | $14.8M | 0.06% | −862−2.5% | Reduced |
| Moran Wealth Management, LLC | 34,035 | $14.8M | 0.57% | +6,009+21.4% | Added |
| Trexquant Investment LP | 33,773 | $14.7M | 0.37% | −4,294−11.3% | Reduced |
| Adviser Investments LLC | 33,556 | $14.6M | 0.32% | +1,644+5.2% | Added |
| Cresset Asset Management, LLC | 33,517 | $14.6M | 0.10% | +8,718+35.2% | Added |
| Cetera Advisor Networks LLC | 33,368 | $14.5M | 0.09% | +5,057+17.9% | Added |
| Lowe Brockenbrough & Co Inc | 33,341 | $14.5M | 1.13% | −1,380−4.0% | Reduced |
| Stanley Capital Management, LLC | 33,100 | $14.4M | 3.84% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 33,051 | $14.4M | 0.18% | −1,124−3.3% | Reduced |
| Ninety One SA (PTY) Ltd | 32,155 | $14.2M | 2.73% | +11,398+54.9% | Added |
| FineMark National Bank & Trust | 32,335 | $14.1M | 0.61% | −565−1.7% | Reduced |
| Fifth Third Bancorp | 31,755 | $13.8M | 0.06% | −4,688−12.9% | Reduced |
| Earnest Partners LLC | 31,354 | $13.7M | 0.08% | −2,220−6.6% | Reduced |
| Washington Trust Bank | 31,250 | $13.6M | 1.42% | −281−0.9% | Reduced |
| Longbow Finance SA | 30,560 | $13.3M | 1.60% | −106−0.3% | Reduced |
| Smith, Salley & Associates | 30,431 | $13.2M | 0.98% | +7,080+30.3% | Added |
| Cumberland Partners Ltd | 29,880 | $13.0M | 1.25% | −189−0.6% | Reduced |
| GCM Grosvenor Holdings, LLC | 29,500 | $12.8M | 2.56% | +29,500 | New |
| Parkwood LLC | 29,281 | $12.8M | 2.32% | −5,759−16.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 28,500 | $12.4M | 0.16% | 00.0% | Unchanged |
| North Growth Management Ltd. | 28,000 | $12.3M | 2.73% | −1,000−3.4% | Reduced |
| CIBC World Markets Corp | 28,006 | $12.2M | 0.12% | +233+0.8% | Added |
| Capital International Inc | 27,923 | $12.2M | 0.23% | −10,693−27.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 27,863 | $12.1M | 0.18% | −4,038−12.7% | Reduced |
| Main Street Research LLC | 27,861 | $12.1M | 1.25% | −31,018−52.7% | Reduced |
| Impax Asset Management Group plc | 27,687 | $12.1M | 0.05% | −18−0.1% | Reduced |
| Lawson Kroeker Investment Management Inc | 27,465 | $12.0M | 2.64% | +69+0.3% | Added |
| Nissay Asset Management Corp | 27,161 | $11.8M | 0.10% | +878+3.3% | Added |
| Janney Montgomery Scott LLC | 26,981 | $11.7M | 0.04% | −544−2.0% | Reduced |
| Gabelli Funds LLC | 26,500 | $11.5M | 0.09% | 00.0% | Unchanged |
| South Dakota Investment Council | 26,275 | $11.4M | 0.26% | −2,270−8.0% | Reduced |
| Creative Planning | 25,955 | $11.3M | 0.02% | −3,634−12.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 25,302 | $11.0M | 0.24% | +4,000+18.8% | Added |
| Public Sector Pension Investment Board | 25,242 | $11.0M | 0.08% | +2,543+11.2% | 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 |
| Rafferty Asset Management, LLC | 24,593 | $10.7M | 0.06% | +1,679+7.3% | Added |
| PFM Health Sciences, LP | 24,531 | $10.7M | 0.51% | −50,591−67.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24,428 | $10.6M | 0.05% | +2,270+10.2% | Added |
| Punch & Associates Investment Management, Inc. | 24,380 | $10.6M | 0.68% | −76−0.3% | Reduced |
| Calamos Advisors LLC | 23,872 | $10.4M | 0.06% | +146+0.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,789 | $10.4M | 0.16% | +1,042+4.6% | Added |
| Brahman Capital Corp. | 23,782 | $10.4M | 3.77% | +23,782 | New |
| Tamar Securities, LLC | 23,453 | $10.2M | 2.46% | +2,675+12.9% | Added |
| Hardman Johnston Global Advisors LLC | 22,768 | $9.91M | 0.33% | −558−2.4% | Reduced |
| Modera Wealth Management, LLC | 22,372 | $9.74M | 0.18% | +439+2.0% | Added |
| Pathstone Family Office, LLC | 22,208 | $9.67M | 0.08% | +9,305+72.1% | Added |
| Bokf, NA | 21,440 | $9.65M | 0.21% | −3,123−12.7% | Reduced |
| Bank of Nova Scotia | 21,895 | $9.53M | 0.03% | +2,671+13.9% | Added |
| First American Trust, FSB | 21,750 | $9.47M | 1.34% | +6,254+40.4% | Added |
| Gulf International Bank (UK) Ltd | 21,740 | $9.47M | 0.27% | −2,245−9.4% | Reduced |
| Eversept Partners, LP | 21,694 | $9.45M | 1.05% | +19,379+837.1% | Added |
| British Columbia Investment Management Corp | 21,553 | $9.38M | 0.09% | +108+0.5% | Added |
| Cullen/Frost Bankers, Inc. | 21,436 | $9.33M | 0.16% | +663+3.2% | Added |
| Chartwell Investment Partners, LLC | 21,338 | $9.29M | 0.36% | −1,392−6.1% | Reduced |
| Ethic Inc. | 21,292 | $9.27M | 0.33% | +1,831+9.4% | Added |
| Daiwa Securities Group Inc. | 21,199 | $9.23M | 0.07% | −832−3.8% | Reduced |
| Geneos Wealth Management Inc. | 21,099 | $9.19M | 0.47% | +1,358+6.9% | Added |
| Investment Management Corp of Ontario | 20,998 | $9.14M | 0.36% | +10,408+98.3% | Added |
| Partners Capital Investment Group, LLP | 20,928 | $9.11M | 0.22% | −726−3.4% | Reduced |
| Northwest & Ethical Investments L.P. | 20,869 | $9.09M | 0.31% | +17,901+603.1% | Added |
| CBOE Vest Financial, LLC | 20,814 | $9.06M | 0.50% | +9,030+76.6% | Added |
| Capital Analysts, LLC | 20,612 | $8.97M | 0.50% | +1,367+7.1% | Added |
| Unison Asset Management LLC | 20,502 | $8.93M | 5.87% | +265+1.3% | Added |
| LMCG Investments, LLC | 20,168 | $8.78M | 0.59% | −511−2.5% | Reduced |
| FORA Capital, LLC | 20,061 | $8.73M | 0.77% | +11,283+128.5% | Added |
| Element Capital Management LLC | 19,964 | $8.69M | 0.77% | −11,888−37.3% | Reduced |
| Elo Mutual Pension Insurance Co | 19,841 | $8.64M | 0.27% | +316+1.6% | Added |
| Atria Investments LLC | 19,701 | $8.58M | 0.15% | +1,494+8.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 19,686 | $8.57M | 0.04% | +19,686 | New |
| Sandy Spring Bank | 19,252 | $8.38M | 0.47% | +285+1.5% | Added |
| Jump Financial, LLC | 19,180 | $8.35M | 0.31% | +11,884+162.9% | Added |
| AE Wealth Management LLC | 19,176 | $8.35M | 0.05% | +891+4.9% | Added |
| Kentucky Retirement Systems | 19,125 | $8.33M | 0.29% | +65+0.3% | Added |
| Prudential PLC | 18,876 | $8.22M | 0.10% | −1,674−8.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 18,874 | $8.22M | 0.15% | −328−1.7% | Reduced |
| ExodusPoint Capital Management, LP | 18,852 | $8.21M | 0.11% | −11,411−37.7% | Reduced |
| Stephens Inc | 18,760 | $8.17M | 0.16% | −2,127−10.2% | Reduced |
| Quantbot Technologies LP | 18,598 | $8.10M | 0.54% | +4,911+35.9% | Added |
| Highland Capital Management, LLC | 18,464 | $8.04M | 0.55% | −1,610−8.0% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 18,339 | $7.99M | 0.52% | −12,930−41.4% | Reduced |
| Maryland State Retirement & Pension System | 18,259 | $7.95M | 0.18% | +149+0.8% | Added |