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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.

Institutional holdersQ4 2023: 1,660 institutions
Q1 2021: 1,215 institutionsQ2 2021: 1,239 institutionsQ3 2021: 1,221 institutionsQ4 2021: 1,375 institutionsQ1 2022: 1,424 institutionsQ2 2022: 1,444 institutionsQ3 2022: 1,449 institutionsQ4 2022: 1,551 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,673 institutionsQ2 2024: 1,713 institutionsQ3 2024: 1,703 institutionsQ4 2024: 1,609 institutionsQ1 2025: 1,667 institutionsQ2 2025: 1,596 institutionsQ3 2025: 1,512 institutionsQ4 2025: 1,557 institutionsQ1 2026: 1,473 institutionsQ2 2026: 1,615 institutions
Value heldQ4 2023: $98.1B
Q1 2021: $78.2BQ2 2021: $82.8BQ3 2021: $80.6BQ4 2021: $99.3BQ1 2022: $105.7BQ2 2022: $103.2BQ3 2022: $97.0BQ4 2022: $108.8BQ1 2023: $96.9BQ2 2023: $93.1BQ3 2023: $90.8BQ4 2023: $98.1BQ1 2024: $107.7BQ2 2024: $112.7BQ3 2024: $107.2BQ4 2024: $76.5BQ1 2025: $88.6BQ2 2025: $79.7BQ3 2025: $63.3BQ4 2025: $71.0BQ1 2026: $57.1BQ2 2026: $76.8B
Institutions holding ELV and their total value by quarter
QuarterHoldersValue
Q2 20261,615$76.8B
Q1 20261,473$57.1B
Q4 20251,557$71.0B
Q3 20251,512$63.3B
Q2 20251,596$79.7B
Q1 20251,667$88.6B
Q4 20241,609$76.5B
Q3 20241,703$107.2B
Q2 20241,713$112.7B
Q1 20241,673$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,551$108.8B
Q3 20221,449$97.0B
Q2 20221,444$103.2B
Q1 20221,424$105.7B
Q4 20211,375$99.3B
Q3 20211,221$80.6B
Q2 20211,239$82.8B
Q1 20211,215$78.2B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q3 2023.

Institutions holding ELV in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sciencast Management LP0$00.00%−1,429−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−1,361−100.0%Sold out
Bessemer Securities LLC0$00.00%−1,352−100.0%Sold out
Burns Matteson Capital Management, LLC0$00.00%−1,296−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−1,245−100.0%Sold out
Cloverfields Capital Group, LP0$00.00%−1,168−100.0%Sold out
Asahi Life Asset Management Co., Ltd.0$00.00%−1,120−100.0%Sold out
Seven Eight Capital, LP0$00.00%−1,079−100.0%Sold out
Gryphon Financial Partners LLC0$00.00%−909−100.0%Sold out
Royal Fund Management, LLC0$00.00%−760−100.0%Sold out
Cable Hill Partners, LLC0$00.00%−732−100.0%Sold out
Hutchens & Kramer Investment Management Group, LLC0$00.00%−669−100.0%Sold out
Octavia Wealth Advisors, LLC0$00.00%−676−100.0%Sold out
Richard W. Paul & Associates, LLC0$00.00%−640−100.0%Sold out
DuPont Capital Management Corp0$00.00%−636−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−611−100.0%Sold out
Koshinski Asset Management, Inc.0$00.00%−570−100.0%Sold out
Tri Locum Partners LP0$00.00%−568−100.0%Sold out
Wealthquest Corp0$00.00%−565−100.0%Sold out
Global Assets Advisory, LLC0$00.00%−546−100.0%Sold out
Navalign, LLC0$00.00%−516−100.0%Sold out
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management0$00.00%−505−100.0%Sold out
Gallacher Capital Management LLC0$00.00%−490−100.0%Sold out
Versor Investments LP0$00.00%−487−100.0%Sold out
Jackson Square Partners, LLC0$00.00%−380−100.0%Sold out
BluePath Capital Management, LLC0$00.00%−225−100.0%Sold out
Riverview Trust Co0$00.00%−122−100.0%Sold out
Milestone Investment Advisors LLC0$00.00%−118−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−116−100.0%Sold out
Northwest Investment Counselors, LLC0$00.00%−105−100.0%Sold out
WR Wealth Planners, LLC0$00.00%−68−100.0%Sold out
Register Financial Advisors LLC0$00.00%−61−100.0%Sold out
Rock Creek Group, LP0$00.00%−28−100.0%Sold out
Hibernia Wealth Partners, LLC0$00.00%−24−100.0%Sold out
Carmel Capital Partners, LLC0$00.00%−20−100.0%Sold out
Pension & Wealth Management Advisors, Inc.0$00.00%−19−100.0%Sold out
Perkins Coie Trust Co0$00.00%−15−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−12−100.0%Sold out
LGT Financial Advisors LLC0$00.00%−8−100.0%Sold out
Armstrong Advisory Group, Inc0$00.00%−7−100.0%Sold out
Flaharty Asset Management, LLC0$00.00%−6−100.0%Sold out
Team Financial Group, LLC0$00.00%−6−100.0%Sold out
GoalVest Advisory LLC0$00.00%−5−100.0%Sold out
TSFG, LLC0$00.00%−5−100.0%Sold out
VitalStone Financial, LLC0$00.00%−5−100.0%Sold out
Centerpoint Advisors, LLC0$00.00%−3−100.0%Sold out
Virginia Retirement Systems Et Al––––Not filed
Polaris Wealth Advisory Group, LLC––––Not filed
First Republic Investment Management, Inc.––––Not filed
Brahman Capital Corp.––––Not filed
Pathstone Family Office, LLC––––Not filed
Colony Group LLC––––Not filed
Advisor Partners II, LLC––––Not filed
Armstrong Shaw Associates Inc––––Not filed
KCS Wealth Advisory––––Not filed
Madison Wealth Management––––Not filed
Comerica Securities,inc.––––Not filed
Community Capital Management, Inc.––––Not filed
Windsor Group LTD––––Not filed
Bedel Financial Consulting Inc––––Not filed
Column Capital Advisors, LLC––––Not filed
Capital Financial Planning, LLC––––Not filed
Key Bridge Compliance, LLC––––Not filed
Syntax Advisors, LLC––––Not filed
Bryn Mawr Trust Co––––Not filed
Rothschild Investment Corp––––Not filed
Gyroscope Capital Management Group, LLC––––Not filed
Steward Financial Group LLC––––Not filed
Sutton Wealth Advisors Inc.––––Not filed
Kenfarb & Co.––––Not filed
KB Financial Partners, LLC––––Not filed