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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 610,693 | $287.6M | 0.51% | +3,902+0.6% | Added |
| FIL Ltd | 625,143 | $294.8M | 0.31% | +30,050+5.0% | Added |
| Man Group plc | 631,925 | $298.0M | 0.86% | – | – |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 689,032 | $324.9M | 5.71% | −270,000−28.2% | Reduced |
| Royal Bank of Canada | 691,686 | $326.2M | 0.08% | +80,329+13.1% | Added |
| HSBC Holdings PLC | 709,845 | $334.3M | 0.31% | −202,041−22.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 723,196 | $341.0M | 0.36% | −199,891−21.7% | Reduced |
| Neuberger Berman Group LLC | 727,111 | $342.9M | 0.30% | +220,694+43.6% | Added |
| California Public Employees Retirement System | 727,902 | $343.2M | 0.26% | +31,531+4.5% | Added |
| Swiss National Bank | 736,900 | $347.5M | 0.25% | −25,600−3.4% | Reduced |
| Millennium Management LLC | 757,987 | $357.4M | 0.34% | −231,392−23.4% | Reduced |
| Voya Investment Management LLC | 775,130 | $365.4M | 0.38% | −237,737−23.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 816,945 | $385.2M | 0.98% | +176,040+27.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 831,128 | $391.9M | 0.29% | +1,841+0.2% | Added |
| Ninety One UK Ltd | 858,171 | $404.7M | 1.20% | +147,103+20.7% | Added |
| Orbis Allan Gray Ltd | 901,606 | $425.2M | 2.67% | +15,775+1.8% | Added |
| Deutsche Bank AG | 901,950 | $425.3M | 0.22% | +191,259+26.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 918,761 | $433.3M | 1.91% | +28,849+3.2% | Added |
| Massachusetts Financial Services Co | 990,628 | $467.1M | 0.15% | +990,628 | New |
| Ruane, Cunniff & Goldfarb L.P. | 1,121,643 | $528.9M | 8.45% | −28,578−2.5% | Reduced |
| EdgePoint Investment Group Inc. | 1,146,118 | $540.5M | 4.68% | −9,160−0.8% | Reduced |
| Veritas Asset Management LLP | 1,171,925 | $552.6M | 3.98% | −29,864−2.5% | Reduced |
| Franklin Resources Inc | 1,198,988 | $565.4M | 0.26% | −20,275−1.7% | Reduced |
| Newport Trust Co | 1,210,519 | $570.8M | 1.52% | −31,119−2.5% | Reduced |
| Barclays PLC | 1,234,923 | $582.3M | 0.30% | +142,245+13.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,367,432 | $644.8M | 2.27% | −3,803−0.3% | Reduced |
| Amundi | 1,367,744 | $659.7M | 0.30% | −144,889−9.6% | Reduced |
| Schroder Investment Management Group | 1,493,398 | $704.2M | 0.91% | +162,515+12.2% | Added |
| Charles Schwab Investment Management Inc | 1,528,855 | $720.9M | 0.18% | +50,701+3.4% | Added |
| Bank of America Corp | 1,547,855 | $729.9M | 0.08% | +19,899+1.3% | Added |
| Eagle Capital Management LLC | 1,610,469 | $759.4M | 3.22% | +225,991+16.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 1,614,330 | $761.3M | 2.71% | −108,477−6.3% | Reduced |
| Nordea Investment Management AB | 1,632,123 | $768.4M | 0.98% | +8,314+0.5% | Added |
| UBS Asset Management Americas Inc | 1,707,344 | $805.1M | 0.32% | +21,589+1.3% | Added |
| Brave Warrior Advisors, LLC | 1,756,653 | $828.4M | 19.76% | +129,055+7.9% | Added |
| First Eagle Investment Management, LLC | 1,778,487 | $838.7M | 2.00% | −4,298−0.2% | Reduced |
| Bank of New York Mellon Corp | 1,810,662 | $853.8M | 0.17% | −124,037−6.4% | Reduced |
| Legal & General Group Plc | 1,818,444 | $857.5M | 0.27% | +28,317+1.6% | Added |
| Dimensional Fund Advisors LP | 1,860,723 | $877.4M | 0.26% | +11,093+0.6% | Added |
| Manufacturers Life Insurance Company, The | 1,863,601 | $878.8M | 0.52% | +110,462+6.3% | Added |
| Invesco Ltd. | 1,935,854 | $912.9M | 0.22% | +80,324+4.3% | Added |
| Goldman Sachs Group Inc | 2,137,915 | $1.01B | 0.22% | +97,107+4.8% | Added |
| JPMorgan Chase & Co | 2,269,373 | $1.07B | 0.11% | −42,877−1.9% | Reduced |
| Artisan Partners Limited Partnership | 2,312,653 | $1.09B | 1.71% | −66,393−2.8% | Reduced |
| Northern Trust Corp | 2,325,558 | $1.10B | 0.20% | −90,901−3.8% | Reduced |
| Norges Bank | 2,857,396 | $1.35B | 0.24% | +271,714+10.5% | Added |
| Nuveen Asset Management, LLC | 2,894,002 | $1.36B | 0.44% | −39,854−1.4% | Reduced |
| Morgan Stanley | 2,903,685 | $1.37B | 0.12% | +118,971+4.3% | Added |
| Baillie Gifford & Co | 3,087,904 | $1.46B | 1.15% | +27,986+0.9% | Added |
| Alliancebernstein L.P. | 3,305,997 | $1.56B | 0.60% | −107,659−3.2% | Reduced |
| Capital International Investors | 3,374,709 | $1.59B | 0.36% | +248,150+7.9% | Added |
| Ameriprise Financial Inc | 3,711,807 | $1.75B | 0.52% | +416,803+12.6% | Added |
| FMR LLC | 3,965,986 | $1.87B | 0.14% | −249,992−5.9% | Reduced |
| Sanders Capital, LLC | 4,457,986 | $2.10B | 3.89% | +196,010+4.6% | Added |
| Geode Capital Management, LLC | 4,517,729 | $2.12B | 0.22% | +97,290+2.2% | Added |
| Wellington Management Group LLP | 5,910,392 | $2.79B | 0.52% | −682,374−10.4% | Reduced |
| State Street Corp | 10,409,617 | $4.91B | 0.24% | −38,378−0.4% | Reduced |
| Price T Rowe Associates Inc | 11,923,593 | $5.62B | 0.76% | −107,780−0.9% | Reduced |
| BlackRock Inc. | 21,030,599 | $9.92B | 0.25% | +536,585+2.6% | Added |
| Vanguard Group Inc | 21,227,190 | $10.0B | 0.22% | +23,807+0.1% | Added |
| Farallon Capital Management, L.L.C. | 0 | $0 | 0.00% | −381,330−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −124,507−100.0% | Sold out |
| Kinetic Partners Management, LP | 0 | $0 | 0.00% | −115,200−100.0% | Sold out |
| Cercano Management LLC | 0 | $0 | 0.00% | −61,043−100.0% | Sold out |
| Main Street Research LLC | 0 | $0 | 0.00% | −27,861−100.0% | Sold out |
| Partners Capital Investment Group, LLP | 0 | $0 | 0.00% | −20,928−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −19,964−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −14,715−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −12,687−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −10,684−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,749−100.0% | Sold out |
| Taika Capital, LP | 0 | $0 | 0.00% | −9,130−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −8,669−100.0% | Sold out |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −6,678−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −5,949−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −5,891−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,755−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −5,389−100.0% | Sold out |
| Jag Capital Management, LLC | 0 | $0 | 0.00% | −5,315−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −5,152−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,161−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,945−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −3,850−100.0% | Sold out |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −3,665−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −3,418−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −3,370−100.0% | Sold out |
| Greenup Street Wealth Management LLC | 0 | $0 | 0.00% | −3,319−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −2,994−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,870−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,639−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,515−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −2,315−100.0% | Sold out |
| SRN Advisors, LLC | 0 | $0 | 0.00% | −2,280−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,218−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −2,007−100.0% | Sold out |
| Hunter Perkins Capital Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Strategic Investment Advisors | 0 | $0 | 0.00% | −1,619−100.0% | Sold out |
| Northeast Investment Management | 0 | $0 | 0.00% | −1,554−100.0% | Sold out |