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 |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 128,245 | $60.5M | 0.34% | +32,942+34.6% | Added |
| Marshall Wace, LLP | 129,483 | $61.1M | 0.12% | −325,350−71.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 129,693 | $61.2M | 0.27% | +43,102+49.8% | Added |
| Cooperman Leon G | 130,000 | $61.3M | 2.92% | +11,860+10.0% | Added |
| Macquarie Group Ltd | 131,816 | $62.2M | 0.07% | +51,958+65.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 131,907 | $62.2M | 0.22% | −1,007−0.8% | Reduced |
| State of New Jersey Common Pension Fund D | 133,227 | $62.8M | 0.21% | −2,778−2.0% | Reduced |
| Swedbank AB | 135,519 | $63.9M | 0.10% | +11,892+9.6% | Added |
| LPL Financial LLC | 135,815 | $64.0M | 0.04% | +5,695+4.4% | Added |
| McDonald Capital Investors Inc | 136,493 | $64.4M | 4.49% | −2,705−1.9% | Reduced |
| OrbiMed Advisors LLC | 141,500 | $66.7M | 1.34% | +141,500 | New |
| Sound Shore Management Inc | 149,930 | $70.7M | 2.45% | −247−0.2% | Reduced |
| Wishbone Management, LP | 153,000 | $72.1M | 31.96% | −37,000−19.5% | Reduced |
| Cornerstone Investment Partners, LLC | 153,178 | $72.2M | 4.07% | +10,654+7.5% | Added |
| Axiom Investors LLC | 154,684 | $72.9M | 0.72% | +40,624+35.6% | Added |
| Brandywine Global Investment Management, LLC | 155,535 | $73.3M | 0.59% | −7,946−4.9% | Reduced |
| Verition Fund Management LLC | 156,392 | $73.7M | 0.75% | +97,387+165.0% | Added |
| Storebrand Asset Management AS | 156,962 | $74.0M | 0.27% | +16,847+12.0% | Added |
| Toronto Dominion Bank | 159,148 | $75.0M | 0.11% | −55,351−25.8% | Reduced |
| Glenmede Trust Co NA | 159,704 | $75.3M | 0.39% | +16,475+11.5% | Added |
| Natixis Advisors, L.P. | 160,723 | $75.8M | 0.20% | +17,799+12.5% | Added |
| Eminence Capital, LP | 165,901 | $78.2M | 1.53% | +89+0.1% | Added |
| Adage Capital Partners GP, L.L.C. | 168,867 | $79.6M | 0.16% | −39,553−19.0% | Reduced |
| Coronation Fund Managers Ltd. | 168,902 | $79.6M | 2.22% | +20,084+13.5% | Added |
| Los Angeles Capital Management LLC | 172,810 | $81.5M | 0.30% | +88,546+105.1% | Added |
| Stifel Financial Corp | 174,092 | $82.1M | 0.10% | +4,088+2.4% | Added |
| Commerce Bank | 176,710 | $83.3M | 0.59% | −1,936−1.1% | Reduced |
| Two Sigma Investments, LP | 182,408 | $86.0M | 0.21% | −354,956−66.1% | Reduced |
| Pictet Asset Management Holding SA | 184,291 | $86.9M | 0.10% | +3,672+2.0% | Added |
| Saturna Capital CORP | 184,879 | $87.2M | 1.36% | −365−0.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 187,165 | $88.3M | 0.51% | −4,876−2.5% | Reduced |
| Victory Capital Management Inc | 187,406 | $88.4M | 0.09% | +12,268+7.0% | Added |
| AXA S.A. | 191,843 | $90.5M | 0.29% | −4,201−2.1% | Reduced |
| Pzena Investment Management LLC | 193,550 | $91.3M | 0.34% | +722+0.4% | Added |
| APG Asset Management N.V. | 215,275 | $91.9M | 0.18% | −8,287−3.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 201,753 | $95.1M | 0.36% | +80,015+65.7% | Added |
| Royal London Asset Management Ltd | 232,520 | $109.6M | 0.31% | +1,962+0.9% | Added |
| Korea Investment CORP | 235,439 | $111.0M | 0.29% | −13,712−5.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 232,360 | $111.6M | 0.20% | +14,310+6.6% | Added |
| Allianz Asset Management GmbH | 238,799 | $112.6M | 0.21% | −18,597−7.2% | Reduced |
| New York State Teachers Retirement System | 240,063 | $113.2M | 0.25% | −9,533−3.8% | Reduced |
| Clearbridge Investments, LLC | 247,313 | $116.6M | 0.10% | −80,716−24.6% | Reduced |
| Railway Pension Investments Ltd | 248,227 | $117.1M | 1.21% | −52,300−17.4% | Reduced |
| KBC Group NV | 248,376 | $117.1M | 0.42% | +21,291+9.4% | Added |
| Davenport & Co LLC | 248,957 | $117.2M | 0.81% | −1,116−0.4% | Reduced |
| Raymond James & Associates | 249,644 | $117.7M | 0.09% | +6,081+2.5% | Added |
| Jacobs Levy Equity Management, Inc | 250,306 | $118.0M | 0.59% | +100,706+67.3% | Added |
| State Board of Administration of Florida Retirement System | 252,014 | $118.8M | 0.25% | +8,858+3.6% | Added |
| Thrivent Financial for Lutherans | 253,186 | $119.4M | 0.26% | −10,304−3.9% | Reduced |
| STRS Ohio | 255,687 | $120.6M | 0.50% | +58,985+30.0% | Added |
| Citigroup Inc | 255,839 | $120.6M | 0.16% | +32,785+14.7% | Added |
| Steadfast Capital Management LP | 256,484 | $120.9M | 2.98% | −22,516−8.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 257,830 | $121.6M | 0.29% | +23,487+10.0% | Added |
| Principal Financial Group Inc | 262,444 | $123.8M | 0.08% | −2,187−0.8% | Reduced |
| D. E. Shaw & Co., Inc. | 264,569 | $124.8M | 0.18% | −61,560−18.9% | Reduced |
| TD Asset Management Inc | 277,232 | $130.7M | 0.13% | −86,949−23.9% | Reduced |
| Standard Life Aberdeen plc | 278,397 | $131.3M | 0.28% | +129,364+86.8% | Added |
| Locust Wood Capital Advisers, LLC | 286,069 | $134.9M | 5.72% | +108,814+61.4% | Added |
| AQR Capital Management LLC | 292,929 | $137.5M | 0.26% | −3,854−1.3% | Reduced |
| Findlay Park Partners LLP | 299,351 | $141.2M | 1.39% | +78,841+35.8% | Added |
| Two Sigma Advisers, LP | 301,500 | $142.2M | 0.33% | −498,000−62.3% | Reduced |
| Great West Life Assurance Co | 312,804 | $146.8M | 0.32% | +12,091+4.0% | Added |
| Assenagon Asset Management S.A. | 311,543 | $146.9M | 0.45% | −55,290−15.1% | Reduced |
| BNP Paribas Arbitrage, SA | 311,706 | $147.0M | 0.27% | +55,250+21.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 330,249 | $155.7M | 0.43% | +8,117+2.5% | Added |
| Canoe Financial LP | 336,122 | $158.5M | 3.11% | +9,116+2.8% | Added |
| DekaBank Deutsche Girozentrale | 340,432 | $158.7M | 0.33% | +296+0.1% | Added |
| Wells Fargo & Company | 344,466 | $162.4M | 0.05% | +14,762+4.5% | Added |
| Qube Research & Technologies Ltd | 352,479 | $166.2M | 0.38% | −139,025−28.3% | Reduced |
| Bank of Montreal | 365,616 | $172.6M | 0.09% | +57,013+18.5% | Added |
| Renaissance Technologies LLC | 371,473 | $175.2M | 0.27% | −137,300−27.0% | Reduced |
| California State Teachers Retirement System | 375,838 | $177.2M | 0.24% | +840.0% | Added |
| Citadel Advisors LLC | 376,466 | $177.5M | 0.18% | +126,771+50.8% | Added |
| Prudential Financial Inc | 383,176 | $181.0M | 0.27% | −38,175−9.1% | Reduced |
| Vulcan Value Partners, LLC | 384,417 | $181.4M | 2.66% | −65,113−14.5% | Reduced |
| Canada Pension Plan Investment Board | 385,226 | $181.7M | 0.23% | +30,416+8.6% | Added |
| Yacktman Asset Management LP | 385,821 | $181.9M | 1.69% | −1,561−0.4% | Reduced |
| Brown Advisory Inc | 389,114 | $183.5M | 0.26% | +2,138+0.6% | Added |
| Omers Administration Corp | 392,042 | $184.9M | 2.33% | +304,545+348.1% | Added |
| New York State Common Retirement Fund | 401,274 | $189.2M | 0.26% | −24,637−5.8% | Reduced |
| National Pension Service | 405,257 | $191.1M | 0.27% | +8,209+2.1% | Added |
| Bessemer Group Inc | 415,665 | $196.0M | 0.38% | −4,683−1.1% | Reduced |
| Janus Henderson Group PLC | 419,232 | $197.7M | 0.12% | −23,186−5.2% | Reduced |
| CIBC Private Wealth Group, LLC | 421,899 | $199.0M | 0.42% | −9,042−2.1% | Reduced |
| M&G Investment Management Ltd | 432,478 | $204.1M | 1.23% | −14,076−3.2% | Reduced |
| Credit Suisse AG | 433,982 | $204.6M | 0.20% | +13,755+3.3% | Added |
| Boston Partners | 436,197 | $205.7M | 0.27% | −65,885−13.1% | Reduced |
| Aviva PLC | 439,490 | $207.2M | 0.74% | +16,597+3.9% | Added |
| First Trust Advisors LP | 457,231 | $215.6M | 0.24% | +5,436+1.2% | Added |
| State of Wisconsin Investment Board | 458,900 | $216.4M | 0.61% | +2,816+0.6% | Added |
| Focused Investors LLC | 460,550 | $217.2M | 7.03% | −5,700−1.2% | Reduced |
| Envestnet Asset Management Inc | 481,318 | $227.0M | 0.09% | +18,740+4.1% | Added |
| Rhumbline Advisers | 487,515 | $229.9M | 0.24% | −2,104−0.4% | Reduced |
| Perpetual Ltd | 492,762 | $232.4M | 2.40% | −29,543−5.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 499,311 | $235.5M | 0.55% | −35,719−6.7% | Reduced |
| Morningstar Investment Services LLC | 510,474 | $239.2M | 1.35% | +510,474 | New |
| Truist Financial Corp | 533,464 | $251.6M | 0.40% | −48,655−8.4% | Reduced |
| TPG GP A, LLC | 561,730 | $264.9M | 4.27% | +20,284+3.7% | Added |
| 1832 Asset Management L.P. | 579,755 | $273.4M | 0.52% | +117,620+25.5% | Added |
| UBS Group AG | 588,658 | $277.6M | 0.11% | +90,664+18.2% | Added |