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 |
|---|---|---|---|---|---|
| Guardian Point Capital, LP | 25,000 | $11.8M | 7.05% | 00.0% | Unchanged |
| Tamar Securities, LLC | 25,081 | $11.8M | 2.32% | +1,628+6.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 25,135 | $11.9M | 0.06% | +19,424+340.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 25,160 | $11.9M | 0.25% | −142−0.6% | Reduced |
| South Dakota Investment Council | 25,475 | $12.0M | 0.26% | −800−3.0% | Reduced |
| Quadrature Capital Ltd | 26,053 | $12.3M | 0.22% | −67,838−72.3% | Reduced |
| Impax Asset Management Group plc | 26,250 | $12.4M | 0.05% | −1,437−5.2% | Reduced |
| Fifth Third Bancorp | 26,284 | $12.4M | 0.05% | −5,471−17.2% | Reduced |
| Creative Planning | 26,813 | $12.6M | 0.02% | +858+3.3% | Added |
| Janney Montgomery Scott LLC | 26,934 | $12.7M | 0.04% | −47−0.2% | Reduced |
| British Columbia Investment Management Corp | 27,127 | $12.8M | 0.10% | +5,574+25.9% | Added |
| National Bank of Canada | 26,784 | $12.8M | 0.02% | −8,138−23.3% | Reduced |
| Lawson Kroeker Investment Management Inc | 27,284 | $12.9M | 2.64% | −181−0.7% | Reduced |
| Nissay Asset Management Corp | 27,414 | $12.9M | 0.10% | +253+0.9% | Added |
| Cumberland Partners Ltd | 29,474 | $13.0M | 1.19% | −406−1.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 27,765 | $13.1M | 0.05% | +8,079+41.0% | Added |
| CBOE Vest Financial, LLC | 27,784 | $13.1M | 0.49% | +6,970+33.5% | Added |
| Sector Gamma AS | 27,807 | $13.1M | 3.18% | −13,340−32.4% | Reduced |
| Trexquant Investment LP | 27,886 | $13.1M | 0.30% | −5,887−17.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 27,931 | $13.2M | 1.02% | −5,410−16.2% | Reduced |
| Walleye Capital LLC | 28,205 | $13.3M | 0.19% | +19,970+242.5% | Added |
| North Growth Management Ltd. | 28,000 | $13.3M | 2.84% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 28,710 | $13.5M | 0.33% | +7,712+36.7% | Added |
| Worldquant Millennium Advisors LLC | 29,704 | $14.0M | 0.20% | −106,831−78.2% | Reduced |
| MUFG Securities EMEA plc | 30,000 | $14.1M | 1.17% | +30,000 | New |
| Gabelli Funds LLC | 30,300 | $14.3M | 0.11% | +3,800+14.3% | Added |
| APG Asset Management US Inc. | 30,985 | $14.6M | 0.09% | +30,985 | New |
| Earnest Partners LLC | 31,245 | $14.7M | 0.07% | −109−0.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 31,266 | $14.7M | 0.19% | +3,403+12.2% | Added |
| Tower Research Capital LLC (TRC) | 31,311 | $14.8M | 0.18% | +16,737+114.8% | Added |
| Washington Trust Bank | 31,449 | $14.8M | 1.31% | +199+0.6% | Added |
| Mutual of America Capital Management LLC | 31,518 | $14.9M | 0.17% | −1,533−4.6% | Reduced |
| Smith, Salley & Associates | 31,987 | $15.1M | 0.97% | +1,556+5.1% | Added |
| Longbow Finance SA | 32,030 | $15.1M | 1.53% | +1,470+4.8% | Added |
| FineMark National Bank & Trust | 32,143 | $15.2M | 0.62% | −192−0.6% | Reduced |
| CIBC Asset Management Inc | 32,418 | $15.3M | 0.06% | −1,630−4.8% | Reduced |
| Point72 Middle East FZE | 32,419 | $15.3M | 1.06% | −14,125−30.3% | Reduced |
| Oregon Public Employees Retirement Fund | 32,512 | $15.3M | 0.27% | −8,895−21.5% | Reduced |
| Capital International Inc | 32,632 | $15.4M | 0.24% | +4,709+16.9% | Added |
| Public Employees Retirement Association of Colorado | 34,923 | $16.5M | 0.08% | −1,224−3.4% | Reduced |
| Cetera Advisor Networks LLC | 35,200 | $16.6M | 0.09% | +1,832+5.5% | Added |
| ProShare Advisors LLC | 35,332 | $16.7M | 0.05% | −3,926−10.0% | Reduced |
| Parkwood LLC | 36,201 | $17.1M | 2.73% | +6,920+23.6% | Added |
| Cresset Asset Management, LLC | 37,061 | $17.5M | 0.11% | +3,544+10.6% | Added |
| Stanley Capital Management, LLC | 37,100 | $17.5M | 4.31% | +4,000+12.1% | Added |
| New York Life Investment Management LLC | 37,268 | $17.6M | 0.18% | −4,999−11.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 37,285 | $17.6M | 0.56% | −454−1.2% | Reduced |
| Pathstone Holdings, LLC | 37,764 | $17.8M | 0.10% | +37,764 | New |
| Xponance, Inc. | 37,886 | $17.9M | 0.21% | +2,476+7.0% | Added |
| Glenview Capital Management, LLC | 37,909 | $17.9M | 0.42% | +22,982+154.0% | Added |
| Boston Private Wealth LLC | 38,215 | $18.0M | 0.44% | −9,307−19.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 38,264 | $18.0M | 0.68% | +677+1.8% | Added |
| Hyperion Capital Advisors LP | 39,509 | $18.6M | 10.06% | −2,000−4.8% | Reduced |
| Adams Diversified Equity Fund, Inc. | 39,700 | $18.7M | 0.74% | +39,700 | New |
| Point72 Hong Kong Ltd | 40,054 | $18.9M | 1.16% | +40,054 | New |
| Ninety One SA (PTY) Ltd | 40,149 | $18.9M | 2.88% | +7,994+24.9% | Added |
| Foundry Partners, LLC | 40,171 | $18.9M | 1.14% | −4,985−11.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 40,460 | $19.1M | 0.25% | −7,702−16.0% | Reduced |
| Chiron Investment Management, LLC | 40,569 | $19.1M | 7.29% | +587+1.5% | Added |
| ABN AMRO Bank N.V. | 40,664 | $19.3M | 0.32% | −3,572−8.1% | Reduced |
| Utah Retirement Systems | 41,120 | $19.4M | 0.25% | +226+0.6% | Added |
| Czech National Bank | 41,158 | $19.4M | 0.28% | −28−0.1% | Reduced |
| Summit Global Investments | 41,224 | $19.4M | 1.27% | −3,919−8.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 41,629 | $19.6M | 2.66% | +209+0.5% | Added |
| Hallmark Capital Management Inc | 41,645 | $19.6M | 1.53% | +65+0.2% | Added |
| Yousif Capital Management, LLC | 41,788 | $19.7M | 0.23% | −4,033−8.8% | Reduced |
| LSV Asset Management | 41,900 | $19.8M | 0.04% | 00.0% | Unchanged |
| South State Corp. | 41,901 | $19.8M | 1.69% | −722−1.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 42,357 | $20.0M | 0.16% | −35,082−45.3% | Reduced |
| Federated Hermes, Inc. | 42,662 | $20.1M | 0.05% | +1,128+2.7% | Added |
| Illinois Municipal Retirement Fund | 42,766 | $20.2M | 0.34% | −5,317−11.1% | Reduced |
| Vancity Investment Management Ltd | 43,498 | $20.5M | 3.00% | −44,693−50.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 43,858 | $20.7M | 0.37% | +788+1.8% | Added |
| Iridian Asset Management LLC | 44,416 | $20.9M | 3.80% | −10,271−18.8% | Reduced |
| Rockefeller Capital Management L.P. | 44,485 | $21.0M | 0.07% | +26+0.1% | Added |
| Banco Santander, S.A. | 45,243 | $21.3M | 0.25% | +2,678+6.3% | Added |
| GCM Grosvenor Holdings, LLC | 45,289 | $21.4M | 3.78% | +15,789+53.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 45,312 | $21.4M | 0.27% | +1,100+2.5% | Added |
| Jane Street Group, LLC | 45,684 | $21.5M | 0.03% | −71,085−60.9% | Reduced |
| Achmea Investment Management B.V. | 45,945 | $21.7M | 0.45% | −5,962−11.5% | Reduced |
| Auxier Asset Management | 46,084 | $21.7M | 3.52% | −244−0.5% | Reduced |
| Mercer Global Advisors Inc | 47,038 | $22.2M | 0.07% | +5,255+12.6% | Added |
| PFM Health Sciences, LP | 47,681 | $22.5M | 1.35% | +23,150+94.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 47,714 | $22.5M | 0.45% | +46,619+4,257.4% | Added |
| Texas Permanent School Fund | 48,515 | $22.9M | 0.20% | −179−0.4% | Reduced |
| IFM Investors Pty Ltd | 49,428 | $23.3M | 0.28% | −487−1.0% | Reduced |
| USS Investment Management Ltd | 49,760 | $23.5M | 0.21% | −1,634−3.2% | Reduced |
| Capital Group Private Client Services, Inc. | 49,788 | $23.5M | 0.24% | −16,287−24.6% | Reduced |
| Candriam Luxembourg S.C.A. | 50,088 | $23.6M | 0.16% | +1,068+2.2% | Added |
| Crossmark Global Holdings, Inc. | 50,255 | $23.7M | 0.49% | +427+0.9% | Added |
| Vident Advisory, LLC | 50,514 | $23.8M | 0.60% | +7,417+17.2% | Added |
| Swiss Life Asset Management Ltd | 50,939 | $24.0M | 0.29% | +14,911+41.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 51,453 | $24.3M | 0.18% | +4,072+8.6% | Added |
| TCW Group Inc | 51,714 | $24.4M | 0.27% | +6,351+14.0% | Added |
| Retirement Systems of Alabama | 51,782 | $24.4M | 0.10% | −1,500−2.8% | Reduced |
| Cerity Partners LLC | 52,300 | $24.7M | 0.08% | +9,199+21.3% | Added |
| Comerica Bank | 52,991 | $25.0M | 0.12% | −595−1.1% | Reduced |
| Suvretta Capital Management, LLC | 53,735 | $25.3M | 1.16% | +50,725+1,685.2% | Added |
| Acadian Asset Management LLC | 54,671 | $25.8M | 0.10% | −35,631−39.5% | Reduced |
| State of Alaska, Department of Revenue | 54,800 | $25.8M | 0.31% | −2,415−4.2% | Reduced |