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 |
|---|---|---|---|---|---|
| Eagle Global Advisors LLC | 54,802 | $25.8M | 1.56% | −639−1.2% | Reduced |
| Twinbeech Capital LP | 54,867 | $25.9M | 0.42% | −93,378−63.0% | Reduced |
| Commonwealth Equity Services, LLC | 55,262 | $26.1M | 0.05% | +4,362+8.6% | Added |
| Professional Advisory Services Inc | 56,533 | $26.7M | 3.81% | +272+0.5% | Added |
| Abn Amro Investment Solutions | 56,759 | $26.8M | 0.47% | −969−1.7% | Reduced |
| Captrust Financial Advisors | 56,759 | $26.8M | 0.09% | −933−1.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 56,913 | $26.8M | 0.32% | −4,289−7.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 57,027 | $26.9M | 0.04% | −11,562−16.9% | Reduced |
| Border to Coast Pensions Partnership Ltd | 57,428 | $27.1M | 0.66% | 00.0% | Unchanged |
| Amalgamated Bank | 57,578 | $27.2M | 0.22% | −2,997−4.9% | Reduced |
| Aquatic Capital Management LLC | 58,200 | $27.4M | 0.70% | +22,120+61.3% | Added |
| MetLife Investment Management | 58,381 | $27.5M | 0.20% | −1,250−2.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 59,230 | $27.9M | 0.26% | +4,842+8.9% | Added |
| Todd Asset Management LLC | 59,906 | $28.2M | 0.62% | +8,413+16.3% | Added |
| US Bancorp | 60,461 | $28.5M | 0.04% | +2,396+4.1% | Added |
| Advisor Group Holdings, Inc. | 60,719 | $28.7M | 0.05% | −15,325−20.2% | Reduced |
| Liontrust Investment Partners LLP | 61,190 | $28.9M | 0.42% | +189+0.3% | Added |
| QRG Capital Management, Inc. | 61,195 | $28.9M | 0.43% | +5,065+9.0% | Added |
| Lakewood Capital Management, LP | 62,000 | $29.2M | 2.66% | 00.0% | Unchanged |
| Unigestion Holding SA | 62,706 | $29.6M | 1.63% | −14,019−18.3% | Reduced |
| High Ground Investment Management LLP | 63,370 | $29.9M | 14.73% | +500+0.8% | Added |
| Voloridge Investment Management, LLC | 63,553 | $30.0M | 0.12% | −296,334−82.3% | Reduced |
| Wedge Capital Management L L P | 63,606 | $30.0M | 0.54% | −2,863−4.3% | Reduced |
| Intech Investment Management LLC | 64,267 | $30.3M | 0.44% | −29,134−31.2% | Reduced |
| Point72 Asset Management, L.P. | 64,308 | $30.3M | 0.09% | +62,104+2,817.8% | Added |
| Spears Abacus Advisors LLC | 64,687 | $30.5M | 2.43% | +182+0.3% | Added |
| Archon Partners LLC | 65,000 | $30.7M | 4.22% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 65,474 | $30.9M | 0.29% | −41,340−38.7% | Reduced |
| Arizona State Retirement System | 66,296 | $31.3M | 0.24% | −803−1.2% | Reduced |
| M&T Bank Corp | 66,881 | $31.5M | 0.12% | −27,413−29.1% | Reduced |
| MML Investors Services, LLC | 66,983 | $31.6M | 0.15% | +12,828+23.7% | Added |
| Federation des caisses Desjardins du Quebec | 68,185 | $32.2M | 0.30% | +3,746+5.8% | Added |
| Forsta Ap-Fonden | 68,700 | $32.4M | 0.33% | −4,600−6.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 69,234 | $32.6M | 0.69% | −4,743−6.4% | Reduced |
| State of Michigan Retirement System | 69,351 | $32.7M | 0.19% | −100−0.1% | Reduced |
| C WorldWide Group Holding A/S | 70,144 | $33.1M | 0.44% | −656−0.9% | Reduced |
| American International Group, Inc. | 71,887 | $33.9M | 0.14% | −2,378−3.2% | Reduced |
| Artemis Investment Management LLP | 72,130 | $34.0M | 0.50% | +10,683+17.4% | Added |
| Nomura Asset Management Co Ltd | 72,177 | $34.0M | 0.14% | +463+0.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 73,579 | $34.7M | 0.07% | −188−0.3% | Reduced |
| 140 Summer Partners LP | 74,209 | $35.0M | 6.03% | +8,708+13.3% | Added |
| Degroof Petercam Asset Management | 74,720 | $35.2M | 0.46% | +74,720 | New |
| Raymond James Financial Services Advisors, Inc. | 75,825 | $35.8M | 0.06% | +5,954+8.5% | Added |
| LGT Group Foundation | 77,709 | $36.4M | 0.80% | −2,240−2.8% | Reduced |
| Squarepoint Ops LLC | 77,589 | $36.6M | 0.15% | −53,208−40.7% | Reduced |
| Handelsbanken Fonder AB | 77,772 | $36.7M | 0.18% | +161+0.2% | Added |
| CIBC World Markets Corp | 79,393 | $37.4M | 0.20% | +51,387+183.5% | Added |
| Huntington National Bank | 79,441 | $37.5M | 0.34% | −17,415−18.0% | Reduced |
| iA Global Asset Management Inc. | 79,838 | $37.6M | 0.87% | +24,754+44.9% | Added |
| CI Private Wealth, LLC | 79,924 | $37.7M | 0.07% | −111−0.1% | Reduced |
| Dearborn Partners LLC | 80,372 | $37.9M | 1.38% | −1,359−1.7% | Reduced |
| The PNC Financial Services Group, Inc. | 81,298 | $38.3M | 0.03% | +1,226+1.5% | Added |
| Mariner, LLC | 82,127 | $38.7M | 0.09% | −2,482−2.9% | Reduced |
| Bank of Nova Scotia | 82,331 | $38.8M | 0.07% | +60,436+276.0% | Added |
| Martingale Asset Management L P | 82,650 | $39.0M | 0.80% | −1,327−1.6% | Reduced |
| Ensign Peak Advisors, Inc | 82,687 | $39.0M | 0.08% | −78,202−48.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 82,782 | $39.0M | 0.06% | −3,859−4.5% | Reduced |
| Putnam Investments LLC | 82,984 | $39.1M | 0.05% | −837,076−91.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 83,573 | $39.4M | 0.14% | −39,827−32.3% | Reduced |
| DnB Asset Management AS | 83,705 | $39.5M | 0.20% | +6,710+8.7% | Added |
| Clark Capital Management Group, Inc. | 84,224 | $39.7M | 0.33% | −1,121−1.3% | Reduced |
| Panagora Asset Management Inc | 84,549 | $39.9M | 0.22% | −108,248−56.1% | Reduced |
| Seizert Capital Partners, LLC | 85,927 | $40.5M | 2.05% | −148−0.2% | Reduced |
| Polaris Capital Management, LLC | 86,269 | $40.7M | 1.96% | −400−0.5% | Reduced |
| Trillium Asset Management, LLC | 86,950 | $41.0M | 1.12% | −16,514−16.0% | Reduced |
| HighTower Advisors, LLC | 88,722 | $41.7M | 0.07% | +6,070+7.3% | Added |
| Nisa Investment Advisors, LLC | 88,698 | $41.8M | 0.30% | −1,209−1.3% | Reduced |
| Adviser Investments LLC | 89,221 | $42.1M | 0.60% | +55,665+165.9% | Added |
| Mackenzie Financial Corp | 89,425 | $42.2M | 0.06% | −9,360−9.5% | Reduced |
| Kames Capital plc | 91,235 | $43.0M | 0.69% | +91,235 | New |
| Tredje AP-fonden | 92,232 | $43.5M | 0.54% | −41,060−30.8% | Reduced |
| Whittier Trust Co | 92,270 | $43.5M | 0.71% | +294+0.3% | Added |
| Parsifal Capital Management, LP | 93,500 | $44.1M | 3.03% | −6,000−6.0% | Reduced |
| Teacher Retirement System of Texas | 93,699 | $44.2M | 0.30% | +4,258+4.8% | Added |
| Asset Management One Co.,Ltd. | 94,803 | $44.4M | 0.18% | −5,327−5.3% | Reduced |
| State of Tennessee, Treasury Department | 97,253 | $45.9M | 0.18% | −11,688−10.7% | Reduced |
| Gateway Investment Advisers LLC | 99,650 | $47.0M | 0.55% | −73−0.1% | Reduced |
| American Century Companies Inc | 100,602 | $47.4M | 0.03% | −8,141−7.5% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 101,857 | $48.0M | 2.87% | +226+0.2% | Added |
| ZWJ Investment Counsel Inc | 102,607 | $48.4M | 2.49% | +255+0.2% | Added |
| Madison Asset Management, LLC | 102,781 | $48.5M | 0.66% | +2,392+2.4% | Added |
| Triodos Investment Management BV | 103,430 | $48.8M | 4.77% | −650−0.6% | Reduced |
| Atalanta Sosnoff Capital, LLC | 103,606 | $48.9M | 1.26% | −2,981−2.8% | Reduced |
| Crake Asset Management LLP | 104,929 | $49.5M | 4.72% | −14,000−11.8% | Reduced |
| Harvest Portfolios Group Inc. | 106,483 | $50.2M | 2.13% | −8,234−7.2% | Reduced |
| Empire Life Investments Inc. | 106,881 | $50.4M | 3.25% | +80.0% | Added |
| SEI Investments Co | 107,214 | $50.6M | 0.08% | −305−0.3% | Reduced |
| Bellevue Group AG | 107,788 | $50.8M | 0.78% | −66,099−38.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 111,800 | $52.7M | 0.47% | −4,000−3.5% | Reduced |
| Hosking Partners LLP | 112,752 | $53.2M | 2.24% | −7,985−6.6% | Reduced |
| MIG Capital, LLC | 112,934 | $53.3M | 7.44% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 114,289 | $53.9M | 0.26% | +1,039+0.9% | Added |
| Susquehanna International Group, LLP | 115,822 | $54.6M | 0.09% | +9,462+8.9% | Added |
| Natixis | 116,646 | $55.0M | 0.42% | +31,882+37.6% | Added |
| AMF Pensionsforsakring AB | 117,241 | $55.3M | 0.47% | +23,100+24.5% | Added |
| Northwestern Mutual Wealth Management Co | 117,750 | $55.5M | 0.06% | +7,678+7.0% | Added |
| Prana Capital Management, LP | 118,439 | $55.9M | 3.29% | +13,161+12.5% | Added |
| Polar Capital Holdings Plc | 118,996 | $56.1M | 0.39% | −18,348−13.4% | Reduced |
| Lazard Asset Management LLC | 127,171 | $60.0M | 0.08% | +1,050+0.8% | Added |
| Public Employees Retirement System of Ohio | 127,901 | $60.3M | 0.24% | −1,336−1.0% | Reduced |