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, Q4 2023
Institutional positions in Elevance Health, Inc. as of Dec 31, 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
- 1,660
- +154 vs. Q3 2023
- Shares held
- 208.0M
- +611.8K (+0.3%) vs. Q3 2023
- Total value
- $98.1B
- +$7.39B (+8.1%) vs. Q3 2023
- New holders
- 240
- 597 more added
- Sold out
- 86
- 594 more reduced
25 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kempen Capital Management N.V. | 6,959 | $3.28M | 0.05% | +1,300+23.0% | Added |
| Greenleaf Trust | 6,960 | $3.28M | 0.04% | −343−4.7% | Reduced |
| Ally Financial Inc. | 7,000 | $3.30M | 0.43% | 00.0% | Unchanged |
| Chicago Capital, LLC | 7,028 | $3.31M | 0.12% | +4,986+244.2% | Added |
| Empowered Funds, LLC | 7,098 | $3.35M | 0.08% | −4,723−40.0% | Reduced |
| Bridgeway Capital Management, LLC | 7,100 | $3.35M | 0.07% | +7,100 | New |
| Garrison Bradford & Associates Inc | 7,135 | $3.37M | 3.71% | −586−7.6% | Reduced |
| Mitchell Capital Management Co | 7,187 | $3.39M | 0.71% | −27−0.4% | Reduced |
| Signature Estate & Investment Advisors LLC | 7,217 | $3.40M | 0.10% | +4,998+225.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 7,244 | $3.42M | 0.10% | −5−0.1% | Reduced |
| Stevens Capital Management LP | 7,260 | $3.42M | 0.85% | +4,584+171.3% | Added |
| Radnor Capital Management, LLC | 7,370 | $3.48M | 0.65% | −340−4.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,438 | $3.51M | 0.09% | −10.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,455 | $3.52M | 0.20% | −4,002−34.9% | Reduced |
| Duncker Streett & Co Inc | 7,492 | $3.53M | 0.75% | −200−2.6% | Reduced |
| Stanley-Laman Group, Ltd. | 7,508 | $3.54M | 0.54% | −107−1.4% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 7,538 | $3.55M | 0.37% | −10,801−58.9% | Reduced |
| Park Avenue Securities LLC | 7,610 | $3.59M | 0.05% | +74+1.0% | Added |
| Stock Yards Bank & Trust Co | 7,616 | $3.59M | 0.13% | −5,340−41.2% | Reduced |
| Buffington Mohr McNeal | 7,618 | $3.59M | 0.72% | +470+6.6% | Added |
| Ossiam | 7,658 | $3.61M | 0.06% | +2,160+39.3% | Added |
| LGT Fund Management Co Ltd. | 7,740 | $3.63M | 1.56% | +120+1.6% | Added |
| United Capital Financial Advisers, LLC | 7,710 | $3.64M | 0.03% | +5,433+238.6% | Added |
| Veriti Management LLC | 7,722 | $3.64M | 0.33% | +1,876+32.1% | Added |
| Wetherby Asset Management Inc | 7,824 | $3.69M | 0.19% | −100−1.3% | Reduced |
| Guardian Capital Advisors LP | 7,701 | $3.70M | 0.39% | −1,128−12.8% | Reduced |
| Timber Creek Capital Management LLC | 7,965 | $3.76M | 1.28% | +191+2.5% | Added |
| Alps Advisors Inc | 7,968 | $3.76M | 0.03% | +39+0.5% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $3.77M | 0.97% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 8,103 | $3.80M | 0.26% | +1,099+15.7% | Added |
| Coastline Trust Co | 8,137 | $3.84M | 0.51% | −500−5.8% | Reduced |
| Tandem Capital Management Corp | 8,138 | $3.84M | 2.38% | −376−4.4% | Reduced |
| Synovus Financial Corp | 8,176 | $3.86M | 0.05% | +26+0.3% | Added |
| Ontario Teachers Pension Plan Board | 8,182 | $3.86M | 0.04% | −4,709−36.5% | Reduced |
| Beacon Pointe Advisors, LLC | 8,311 | $3.92M | 0.05% | −496−5.6% | Reduced |
| Empirical Finance, LLC | 8,336 | $3.93M | 0.27% | +28+0.3% | Added |
| Benedict Financial Advisors Inc | 8,369 | $3.95M | 1.08% | −21−0.3% | Reduced |
| Norinchukin Bank, The | 8,370 | $3.95M | 0.09% | −979−10.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,371 | $3.95M | 0.28% | −168−2.0% | Reduced |
| MAI Capital Management | 8,385 | $3.95M | 0.05% | +3,563+73.9% | Added |
| PGGM Investments | 8,535 | $4.03M | 0.06% | −723−7.8% | Reduced |
| Round Rock Advisors, LLC | 8,574 | $4.04M | 1.02% | +8,574 | New |
| BKD Wealth Advisors, LLC | 8,590 | $4.05M | 0.11% | −539−5.9% | Reduced |
| Flputnam Investment Management Co | 8,638 | $4.07M | 0.10% | −2,100−19.6% | Reduced |
| CX Institutional | 8,724 | $4.11M | 0.22% | −4,435−33.7% | Reduced |
| Tocqueville Asset Management L.P. | 8,841 | $4.17M | 0.08% | −45−0.5% | Reduced |
| Burney Co | 8,882 | $4.19M | 0.18% | −265−2.9% | Reduced |
| Independent Advisor Alliance | 8,918 | $4.21M | 0.15% | +40+0.5% | Added |
| SG Americas Securities, LLC | 8,935 | $4.21M | 0.05% | +2,220+33.1% | Added |
| Everence Capital Management Inc | 9,010 | $4.25M | 0.30% | +2,210+32.5% | Added |
| T. Rowe Price Investment Management, Inc. | 9,049 | $4.27M | 0.00% | +5,688+169.2% | Added |
| E. Ohman J:or Asset Management AB | 9,100 | $4.29M | 0.16% | −1,800−16.5% | Reduced |
| Brinker Capital Investments, LLC | 8,971 | $4.31M | 0.05% | −110−1.2% | Reduced |
| Orion Portfolio Solutions, LLC | 8,971 | $4.31M | 0.05% | −110−1.2% | Reduced |
| Argent Trust Co | 9,154 | $4.32M | 0.21% | +488+5.6% | Added |
| Asio Capital, LLC | 9,155 | $4.32M | 1.01% | +785+9.4% | Added |
| Simplex Trading, LLC | 9,178 | $4.33M | 0.13% | +9,178 | New |
| Oppenheimer Asset Management Inc. | 9,189 | $4.33M | 0.06% | +279+3.1% | Added |
| Barden Capital Management, Inc. | 9,902 | $4.36M | 3.55% | +5,658+133.3% | Added |
| Atom Investors LP | 9,282 | $4.38M | 0.77% | +6,786+271.9% | Added |
| Tiaa Trust, National Association | 9,386 | $4.43M | 0.01% | −1,362−12.7% | Reduced |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 9,480 | $4.47M | 1.21% | +9,480 | New |
| HealthInvest Partners AB | 9,500 | $4.48M | 3.51% | +9,500 | New |
| Metropolitan Life Insurance Co | 9,564 | $4.51M | 0.21% | −186−1.9% | Reduced |
| Narwhal Capital Management | 9,588 | $4.52M | 0.49% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 9,631 | $4.54M | 0.06% | −9,221−48.9% | Reduced |
| Icon Advisers Inc | 9,700 | $4.57M | 1.05% | 00.0% | Unchanged |
| Shell Asset Management Co | 9,703 | $4.58M | 0.21% | −2,142−18.1% | Reduced |
| Sequoia Financial Advisors, LLC | 9,934 | $4.68M | 0.06% | +5,047+103.3% | Added |
| HRT Financial LP | 10,036 | $4.73M | 0.03% | +2,080+26.1% | Added |
| Cetera Investment Advisers | 10,105 | $4.76M | 0.04% | −2,455−19.5% | Reduced |
| Power Corp of Canada | 10,205 | $4.81M | 0.50% | −2,919−22.2% | Reduced |
| Globeflex Capital L P | 10,227 | $4.82M | 0.49% | +50.0% | Added |
| Principal Securities, Inc. | 10,284 | $4.85M | 0.18% | +10,284 | New |
| Cubist Systematic Strategies, LLC | 10,297 | $4.86M | 0.06% | −160,794−94.0% | Reduced |
| Mill Capital Management, LLC | 10,458 | $4.93M | 0.44% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 10,467 | $4.94M | 0.01% | +1,099+11.7% | Added |
| Oxbow Advisors, LLC | 10,475 | $4.94M | 0.75% | −137−1.3% | Reduced |
| Gotham Asset Management, LLC | 10,514 | $4.96M | 0.09% | +415+4.1% | Added |
| Peapack Gladstone Financial Corp | 10,713 | $5.05M | 0.09% | −145−1.3% | Reduced |
| West Family Investments, Inc. | 10,745 | $5.07M | 1.72% | +23+0.2% | Added |
| Winmill & Co. Inc | 10,790 | $5.09M | 1.63% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 10,820 | $5.10M | 0.20% | −721−6.2% | Reduced |
| Van Den Berg Management I, Inc | 10,830 | $5.11M | 1.70% | +453+4.4% | Added |
| Stratos Wealth Partners, LTD. | 10,969 | $5.17M | 0.10% | +72+0.7% | Added |
| Greystone Financial Group, LLC | 11,166 | $5.27M | 1.22% | +1,221+12.3% | Added |
| Eagle Rock Investment Company, LLC | 11,172 | $5.27M | 1.08% | +7+0.1% | Added |
| Keybank National Association | 11,178 | $5.27M | 0.02% | +736+7.0% | Added |
| Institutional & Family Asset Management, LLC | 11,215 | $5.29M | 0.87% | −781−6.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 11,244 | $5.30M | 0.60% | +2,678+31.3% | Added |
| Van Eck Associates Corp | 11,289 | $5.32M | 0.01% | +245+2.2% | Added |
| HB Wealth Management, LLC | 11,711 | $5.52M | 0.08% | +1,211+11.5% | Added |
| Cornerstone Advisors, LLC | 11,800 | $5.56M | 0.24% | −3,500−22.9% | Reduced |
| Firetrail Investments Pty Ltd | 11,439 | $5.57M | 4.10% | +11,439 | New |
| Westbourne Investment Advisors, Inc. | 11,928 | $5.63M | 2.25% | −61−0.5% | Reduced |
| Ostrum Asset Management | 11,951 | $5.64M | 0.49% | −272−2.2% | Reduced |
| Pacific Capital Partners Ltd | 12,000 | $5.66M | 4.27% | −1,750−12.7% | Reduced |
| Kestra Advisory Services, LLC | 12,069 | $5.69M | 0.05% | +104+0.9% | Added |
| La Banque Postale Asset Management SA | 12,074 | $5.69M | 0.13% | −4,859−28.7% | Reduced |
| New Mexico Educational Retirement Board | 12,346 | $5.82M | 0.22% | 00.0% | Unchanged |