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 |
|---|---|---|---|---|---|
| Great Lakes Advisors, LLC | 18,231 | $7.94M | 0.07% | +177+1.0% | Added |
| Walleye Trading LLC | 18,140 | $7.90M | 0.18% | +17,646+3,572.1% | Added |
| Diversified Trust Co | 17,824 | $7.76M | 0.29% | +3,813+27.2% | Added |
| Aptus Capital Advisors, LLC | 17,771 | $7.74M | 0.23% | −5,520−23.7% | Reduced |
| Assetmark, Inc | 17,507 | $7.62M | 0.03% | −1,270−6.8% | Reduced |
| JustInvest LLC | 17,503 | $7.62M | 0.23% | −491−2.7% | Reduced |
| Greatmark Investment Partners, Inc. | 17,074 | $7.43M | 1.31% | +90+0.5% | Added |
| La Banque Postale Asset Management SA | 16,933 | $7.37M | 0.16% | +10,462+161.7% | Added |
| Securian Asset Management, Inc | 16,911 | $7.36M | 0.22% | −3,020−15.2% | Reduced |
| Colony Group LLC | 16,832 | $7.33M | 0.11% | +174+1.0% | Added |
| ProVise Management Group, LLC | 16,769 | $7.30M | 0.68% | +12,913+334.9% | Added |
| Vestcor Inc | 16,508 | $7.19M | 0.26% | −3,562−17.7% | Reduced |
| Parus Finance (UK) Ltd | 16,438 | $7.16M | 4.46% | −1,635−9.0% | Reduced |
| Hartford Investment Management Co | 16,168 | $7.04M | 0.28% | −576−3.4% | Reduced |
| Pacer Advisors, Inc. | 16,008 | $6.97M | 0.03% | +246+1.6% | Added |
| Callodine Capital Management, LP | 16,000 | $6.97M | 1.94% | +16,000 | New |
| Baird Financial Group, Inc. | 15,903 | $6.92M | 0.02% | −14,718−48.1% | Reduced |
| GAM Holding AG | 15,504 | $6.75M | 0.50% | −12−0.1% | Reduced |
| Verdence Capital Advisors LLC | 15,445 | $6.73M | 0.73% | +1,132+7.9% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 15,426 | $6.72M | 0.84% | −131−0.8% | Reduced |
| Cornerstone Advisors, LLC | 15,300 | $6.66M | 0.31% | −7,700−33.5% | Reduced |
| Siemens Fonds Invest GmbH | 15,085 | $6.57M | 0.66% | −896−5.6% | Reduced |
| Leuthold Group, LLC | 14,974 | $6.52M | 0.91% | +4,344+40.9% | Added |
| CIBC World Markets Inc. | 14,966 | $6.52M | 0.02% | +195+1.3% | Added |
| United Services Automobile Association | 14,957 | $6.51M | 0.16% | +784+5.5% | Added |
| Glenview Capital Management, LLC | 14,927 | $6.50M | 0.18% | +14,927 | New |
| River Wealth Advisors LLC | 14,913 | $6.49M | 1.16% | −603−3.9% | Reduced |
| Guggenheim Capital LLC | 14,774 | $6.43M | 0.06% | +7,220+95.6% | Added |
| Scotia Capital Inc. | 14,747 | $6.42M | 0.05% | +3,720+33.7% | Added |
| Mizuho Markets Americas LLC | 14,715 | $6.41M | 0.24% | +14,715 | New |
| Louisiana State Employees Retirement System | 14,600 | $6.36M | 0.15% | −100−0.7% | Reduced |
| Tower Research Capital LLC (TRC) | 14,574 | $6.35M | 0.20% | +9,266+174.6% | Added |
| GHP Investment Advisors, Inc. | 13,744 | $6.24M | 0.38% | +392+2.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 14,228 | $6.20M | 0.68% | −650−4.4% | Reduced |
| Ci Investments Inc. | 14,133 | $6.15M | 0.03% | −1,532−9.8% | Reduced |
| GWM Advisors LLC | 13,948 | $6.07M | 0.07% | +1,045+8.1% | Added |
| KCM Investment Advisors LLC | 13,922 | $6.06M | 0.26% | −263−1.9% | Reduced |
| Hyman Charles D | 13,877 | $6.04M | 0.39% | 00.0% | Unchanged |
| Pacific Capital Partners Ltd | 13,750 | $5.99M | 3.62% | +13,750 | New |
| Endurant Capital Management LP | 13,501 | $5.88M | 5.28% | +7,865+139.5% | Added |
| Logan Capital Management Inc | 13,492 | $5.87M | 0.30% | −1,037−7.1% | Reduced |
| SYSTM Wealth Solutions LLC | 13,489 | $5.87M | 0.90% | +1,261+10.3% | Added |
| Summit Street Capital Management, LLC | 13,465 | $5.86M | 2.62% | 00.0% | Unchanged |
| CX Institutional | 13,159 | $5.73M | 0.32% | +466+3.7% | Added |
| Power Corp of Canada | 13,124 | $5.71M | 0.36% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 13,002 | $5.66M | 0.91% | −100−0.8% | Reduced |
| Stock Yards Bank & Trust Co | 12,956 | $5.64M | 0.22% | −23,182−64.1% | Reduced |
| Ontario Teachers Pension Plan Board | 12,891 | $5.61M | 0.06% | +486+3.9% | Added |
| Private Advisor Group, LLC | 12,749 | $5.55M | 0.05% | +1,592+14.3% | Added |
| Advisor Partners II, LLC | 12,716 | $5.54M | 0.22% | +455+3.7% | Added |
| Jupiter Asset Management Ltd | 12,687 | $5.52M | 0.06% | −125,405−90.8% | Reduced |
| Cetera Investment Advisers | 12,560 | $5.47M | 0.05% | +1,073+9.3% | Added |
| Kingsview Wealth Management, LLC | 12,547 | $5.46M | 0.20% | +8,880+242.2% | Added |
| New Mexico Educational Retirement Board | 12,346 | $5.38M | 0.23% | +700+6.0% | Added |
| Community Bank & Trust, Waco, Texas | 11,769 | $5.35M | 1.90% | −465−3.8% | Reduced |
| Ostrum Asset Management | 12,223 | $5.32M | 0.49% | −29−0.2% | Reduced |
| Meritage Portfolio Management | 12,200 | $5.31M | 0.39% | −373−3.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 12,072 | $5.26M | 0.28% | −288−2.3% | Reduced |
| Institutional & Family Asset Management, LLC | 11,996 | $5.22M | 0.86% | +40+0.3% | Added |
| Westbourne Investment Advisors, Inc. | 11,989 | $5.22M | 2.40% | +1,103+10.1% | Added |
| Kestra Advisory Services, LLC | 11,965 | $5.21M | 0.05% | +2,032+20.5% | Added |
| Qsemble Capital Management, LP | 11,925 | $5.19M | 0.97% | +8,175+218.0% | Added |
| Shell Asset Management Co | 11,845 | $5.16M | 0.21% | −107−0.9% | Reduced |
| Empowered Funds, LLC | 11,821 | $5.15M | 0.15% | +7,171+154.2% | Added |
| Metis Global Partners, LLC | 11,541 | $5.03M | 0.24% | +1,626+16.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 11,457 | $4.99M | 0.32% | −2,942−20.4% | Reduced |
| Eagle Rock Investment Company, LLC | 11,165 | $4.86M | 1.10% | +402+3.7% | Added |
| Foundations Investment Advisors, LLC | 11,110 | $4.84M | 0.15% | +4,072+57.9% | Added |
| Kingswood Wealth Advisors, LLC | 8,566 | $4.84M | 0.83% | −374−4.2% | Reduced |
| Wealthfront Advisers LLC | 11,056 | $4.81M | 0.02% | −1,224−10.0% | Reduced |
| Van Eck Associates Corp | 11,044 | $4.81M | 0.01% | +172+1.6% | Added |
| E. Ohman J:or Asset Management AB | 10,900 | $4.75M | 0.18% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,897 | $4.74M | 0.10% | +6,378+141.1% | Added |
| Peapack Gladstone Financial Corp | 10,858 | $4.73M | 0.09% | −17−0.2% | Reduced |
| Clearline Capital LP | 10,847 | $4.72M | 0.47% | 00.0% | Unchanged |
| Winmill & Co. Inc | 10,790 | $4.70M | 1.72% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 10,748 | $4.68M | 0.02% | +10,748 | New |
| Flputnam Investment Management Co | 10,738 | $4.68M | 0.13% | +581+5.7% | Added |
| West Family Investments, Inc. | 10,722 | $4.67M | 1.63% | −216−2.0% | Reduced |
| Duality Advisers, LP | 10,684 | $4.65M | 0.56% | +1,082+11.3% | Added |
| Oxbow Advisors, LLC | 10,612 | $4.62M | 0.73% | +9,837+1,269.3% | Added |
| HB Wealth Management, LLC | 10,500 | $4.57M | 0.07% | −444−4.1% | Reduced |
| Mill Capital Management, LLC | 10,458 | $4.55M | 0.45% | −10−0.1% | Reduced |
| Keybank National Association | 10,442 | $4.55M | 0.02% | +347+3.4% | Added |
| Van Den Berg Management I, Inc | 10,377 | $4.52M | 1.58% | +10,377 | New |
| First Citizens Bank & Trust Co | 10,289 | $4.48M | 0.09% | −434−4.0% | Reduced |
| Globeflex Capital L P | 10,222 | $4.45M | 0.52% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 10,099 | $4.40M | 0.09% | +2,551+33.8% | Added |
| Varma Mutual Pension Insurance Co | 10,000 | $4.35M | 0.05% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 9,945 | $4.33M | 1.08% | +2,088+26.6% | Added |
| Metropolitan Life Insurance Co | 9,750 | $4.25M | 0.22% | −581−5.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,749 | $4.25M | 0.42% | −1,164−10.7% | Reduced |
| Icon Advisers Inc | 9,700 | $4.22M | 1.05% | 00.0% | Unchanged |
| Narwhal Capital Management | 9,588 | $4.17M | 0.51% | −40.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 9,368 | $4.08M | 0.01% | +9,368 | New |
| Norinchukin Bank, The | 9,349 | $4.07M | 0.10% | −12,054−56.3% | Reduced |
| PGGM Investments | 9,258 | $4.03M | 0.07% | −8,447−47.7% | Reduced |
| Guardian Capital Advisors LP | 8,829 | $4.00M | 0.45% | 00.0% | Unchanged |
| Burney Co | 9,147 | $3.98M | 0.19% | +56+0.6% | Added |
| Taika Capital, LP | 9,130 | $3.98M | 1.96% | +5,630+160.9% | Added |