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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 12,477 | $5.88M | 0.05% | −272−2.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 12,543 | $5.91M | 0.28% | +471+3.9% | Added |
| Community Bank & Trust, Waco, Texas | 12,615 | $5.95M | 1.62% | +846+7.2% | Added |
| Banque Cantonale Vaudoise | 12,636 | $5.96M | 0.26% | +3,663+40.8% | Added |
| Meritage Portfolio Management | 12,678 | $5.98M | 0.39% | +478+3.9% | Added |
| Logan Capital Management Inc | 12,689 | $5.98M | 0.28% | −803−6.0% | Reduced |
| Formuepleje A/S | 12,966 | $6.11M | 0.43% | +12,966 | New |
| Rhenman & Partners Asset Management AB | 13,000 | $6.13M | 0.61% | −25,000−65.8% | Reduced |
| Alpine Woods Capital Investors, LLC | 13,002 | $6.13M | 0.92% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 13,119 | $6.19M | 0.30% | −31,521−70.6% | Reduced |
| KCM Investment Advisors LLC | 13,121 | $6.19M | 0.25% | −801−5.8% | Reduced |
| Ci Investments Inc. | 13,233 | $6.24M | 0.03% | −900−6.4% | Reduced |
| Summit Street Capital Management, LLC | 13,465 | $6.35M | 2.69% | 00.0% | Unchanged |
| McKinley Capital Management LLC /Delaware | 13,820 | $6.52M | 0.84% | +4,990+56.5% | Added |
| GWM Advisors LLC | 13,827 | $6.52M | 0.06% | −121−0.9% | Reduced |
| Guggenheim Capital LLC | 13,928 | $6.57M | 0.05% | −846−5.7% | Reduced |
| Hyman Charles D | 13,928 | $6.57M | 0.39% | +51+0.4% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 14,000 | $6.60M | 0.76% | −1,426−9.2% | Reduced |
| GHP Investment Advisors, Inc. | 14,119 | $6.66M | 0.36% | +375+2.7% | Added |
| Louisiana State Employees Retirement System | 14,200 | $6.70M | 0.14% | −400−2.7% | Reduced |
| Wealthfront Advisers LLC | 14,401 | $6.79M | 0.03% | +3,345+30.3% | Added |
| SYSTM Wealth Solutions LLC | 14,602 | $6.89M | 0.95% | +1,113+8.3% | Added |
| River Wealth Advisors LLC | 14,700 | $6.93M | 1.11% | −213−1.4% | Reduced |
| Siemens Fonds Invest GmbH | 14,747 | $6.95M | 0.57% | −338−2.2% | Reduced |
| Securian Asset Management, Inc | 14,913 | $7.03M | 0.20% | −1,998−11.8% | Reduced |
| CIBC World Markets Inc. | 14,989 | $7.07M | 0.02% | +23+0.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 14,992 | $7.07M | 0.67% | +764+5.4% | Added |
| Eversept Partners, LP | 15,094 | $7.12M | 0.70% | −6,600−30.4% | Reduced |
| Vontobel Holding Ltd. | 15,168 | $7.15M | 0.06% | +8,465+126.3% | Added |
| Leuthold Group, LLC | 15,205 | $7.17M | 0.90% | +231+1.5% | Added |
| Pacer Advisors, Inc. | 15,226 | $7.18M | 0.02% | −782−4.9% | Reduced |
| United Services Automobile Association | 15,443 | $7.28M | 0.16% | +486+3.2% | Added |
| Kingsview Wealth Management, LLC | 15,476 | $7.30M | 0.22% | +2,929+23.3% | Added |
| GAM Holding AG | 15,504 | $7.31M | 0.54% | 00.0% | Unchanged |
| Scotia Capital Inc. | 15,687 | $7.40M | 0.05% | +940+6.4% | Added |
| Verdence Capital Advisors LLC | 15,791 | $7.45M | 0.72% | +346+2.2% | Added |
| Hartford Investment Management Co | 15,840 | $7.47M | 0.28% | −328−2.0% | Reduced |
| Laurion Capital Management LP | 15,985 | $7.54M | 0.27% | +15,985 | New |
| Great Lakes Advisors, LLC | 16,161 | $7.62M | 0.07% | −2,070−11.4% | Reduced |
| Groupama Asset Managment | 16,207 | $7.64M | 0.20% | +16,207 | New |
| Prudential PLC | 16,217 | $7.65M | 0.08% | −2,659−14.1% | Reduced |
| Baird Financial Group, Inc. | 16,302 | $7.69M | 0.02% | +399+2.5% | Added |
| Vestcor Inc | 16,454 | $7.76M | 0.26% | −54−0.3% | Reduced |
| FORA Capital, LLC | 16,457 | $7.76M | 0.67% | −3,604−18.0% | Reduced |
| AE Wealth Management LLC | 16,044 | $7.76M | 0.04% | −3,132−16.3% | Reduced |
| Parus Finance (UK) Ltd | 16,855 | $7.95M | 4.13% | +417+2.5% | Added |
| Colony Group, LLC | 17,089 | $8.06M | 0.11% | +17,089 | New |
| Foundations Investment Advisors, LLC | 16,276 | $8.06M | 0.22% | +5,166+46.5% | Added |
| Moran Wealth Management, LLC | 17,150 | $8.09M | 0.29% | −16,885−49.6% | Reduced |
| Banque Pictet & Cie SA | 17,366 | $8.19M | 0.09% | +16,671+2,398.7% | Added |
| Pavadi Capital LLC | 17,374 | $8.19M | 10.09% | +17,374 | New |
| Callodine Capital Management, LP | 17,500 | $8.25M | 2.17% | +1,500+9.4% | Added |
| Loomis Sayles & Co L P | 17,609 | $8.30M | 0.01% | +8,798+99.9% | Added |
| Aptus Capital Advisors, LLC | 17,759 | $8.37M | 0.25% | −12−0.1% | Reduced |
| Assetmark, Inc | 17,869 | $8.43M | 0.03% | +362+2.1% | Added |
| BlackBarn Capital Partners LP | 18,000 | $8.49M | 5.60% | +18,000 | New |
| First Citizens Bank & Trust Co | 18,104 | $8.54M | 0.16% | +7,815+76.0% | Added |
| Meeder Asset Management Inc | 18,380 | $8.67M | 0.68% | +10,754+141.0% | Added |
| Kovitz Investment Group Partners, LLC | 18,447 | $8.70M | 0.14% | −427−2.3% | Reduced |
| Maryland State Retirement & Pension System | 18,456 | $8.70M | 0.18% | +197+1.1% | Added |
| Greatmark Investment Partners, Inc. | 18,490 | $8.72M | 1.37% | +1,416+8.3% | Added |
| Highland Capital Management, LLC | 18,584 | $8.76M | 0.54% | +120+0.6% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 18,587 | $8.76M | 0.33% | +18,121+3,888.6% | Added |
| Kentucky Retirement Systems | 18,799 | $8.86M | 0.28% | −326−1.7% | Reduced |
| Sandy Spring Bank | 18,824 | $8.88M | 0.44% | −428−2.2% | Reduced |
| ProVise Management Group, LLC | 18,964 | $8.94M | 0.76% | +2,195+13.1% | Added |
| Atria Investments LLC | 19,133 | $9.02M | 0.14% | −568−2.9% | Reduced |
| Stephens Inc | 19,267 | $9.09M | 0.16% | +507+2.7% | Added |
| Gulf International Bank (UK) Ltd | 19,477 | $9.18M | 0.26% | −2,263−10.4% | Reduced |
| JustInvest LLC | 19,695 | $9.29M | 0.24% | +2,192+12.5% | Added |
| Northwest & Ethical Investments L.P. | 19,882 | $9.38M | 0.29% | −987−4.7% | Reduced |
| Integral Health Asset Management, LLC | 20,000 | $9.43M | 1.36% | −5,000−20.0% | Reduced |
| Geneos Wealth Management Inc. | 20,021 | $9.44M | 0.47% | −1,078−5.1% | Reduced |
| LMCG Investments, LLC | 20,125 | $9.49M | 0.59% | −43−0.2% | Reduced |
| Diversified Trust Co | 20,396 | $9.62M | 0.32% | +2,572+14.4% | Added |
| First American Trust, FSB | 20,446 | $9.64M | 1.19% | −1,304−6.0% | Reduced |
| Elo Mutual Pension Insurance Co | 20,574 | $9.70M | 0.26% | +733+3.7% | Added |
| Capital Analysts, LLC | 20,866 | $9.84M | 0.50% | +254+1.2% | Added |
| Cullen/Frost Bankers, Inc. | 21,223 | $10.0M | 0.16% | −213−1.0% | Reduced |
| Bokf, NA | 21,381 | $10.1M | 0.20% | −59−0.3% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 21,600 | $10.2M | 0.14% | −6,900−24.2% | Reduced |
| Capital Fund Management S.A. | 21,643 | $10.2M | 0.13% | −27,568−56.0% | Reduced |
| National Philanthropic Trust | 21,698 | $10.2M | 0.27% | +21,698 | New |
| Unisphere Establishment | 22,200 | $10.5M | 0.11% | +22,200 | New |
| Daiwa Securities Group Inc. | 22,545 | $10.6M | 0.07% | +1,346+6.3% | Added |
| Chartwell Investment Partners, LLC | 22,680 | $10.7M | 0.38% | +1,342+6.3% | Added |
| Hardman Johnston Global Advisors LLC | 22,750 | $10.7M | 0.34% | −18−0.1% | Reduced |
| Redmile Group, LLC | 23,079 | $10.9M | 0.39% | −62,299−73.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 23,630 | $11.1M | 0.05% | −798−3.3% | Reduced |
| Walleye Trading LLC | 23,705 | $11.2M | 0.17% | +5,565+30.7% | Added |
| Modera Wealth Management, LLC | 23,709 | $11.2M | 0.18% | +1,337+6.0% | Added |
| Ethic Inc. | 23,786 | $11.2M | 0.33% | +2,494+11.7% | Added |
| Jefferies Financial Group Inc. | 23,792 | $11.2M | 0.18% | +18,958+392.2% | Added |
| Rafferty Asset Management, LLC | 23,916 | $11.3M | 0.05% | −677−2.8% | Reduced |
| Punch & Associates Investment Management, Inc. | 24,002 | $11.3M | 0.66% | −378−1.6% | Reduced |
| Calamos Advisors LLC | 24,028 | $11.3M | 0.06% | +156+0.7% | Added |
| Quantitative Investment Management, LLC | 24,033 | $11.3M | 0.65% | +24,033 | New |
| Unison Asset Management LLC | 24,095 | $11.4M | 6.67% | +3,593+17.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,604 | $11.6M | 0.15% | +815+3.4% | Added |
| Engineers Gate Manager LP | 24,674 | $11.6M | 0.33% | −24,229−49.5% | Reduced |