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 |
|---|---|---|---|---|---|
| Findlay Park Partners LLP | 299,351 | $141.2M | 1.39% | +78,841+35.8% | Added |
| AQR Capital Management LLC | 292,929 | $137.5M | 0.26% | −3,854−1.3% | Reduced |
| Locust Wood Capital Advisers, LLC | 286,069 | $134.9M | 5.72% | +108,814+61.4% | Added |
| Standard Life Aberdeen plc | 278,397 | $131.3M | 0.28% | +129,364+86.8% | Added |
| TD Asset Management Inc | 277,232 | $130.7M | 0.13% | −86,949−23.9% | Reduced |
| D. E. Shaw & Co., Inc. | 264,569 | $124.8M | 0.18% | −61,560−18.9% | Reduced |
| Principal Financial Group Inc | 262,444 | $123.8M | 0.08% | −2,187−0.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 257,830 | $121.6M | 0.29% | +23,487+10.0% | Added |
| Steadfast Capital Management LP | 256,484 | $120.9M | 2.98% | −22,516−8.1% | Reduced |
| Citigroup Inc | 255,839 | $120.6M | 0.16% | +32,785+14.7% | Added |
| STRS Ohio | 255,687 | $120.6M | 0.50% | +58,985+30.0% | Added |
| Thrivent Financial for Lutherans | 253,186 | $119.4M | 0.26% | −10,304−3.9% | Reduced |
| State Board of Administration of Florida Retirement System | 252,014 | $118.8M | 0.25% | +8,858+3.6% | Added |
| Jacobs Levy Equity Management, Inc | 250,306 | $118.0M | 0.59% | +100,706+67.3% | Added |
| Raymond James & Associates | 249,644 | $117.7M | 0.09% | +6,081+2.5% | Added |
| Davenport & Co LLC | 248,957 | $117.2M | 0.81% | −1,116−0.4% | Reduced |
| KBC Group NV | 248,376 | $117.1M | 0.42% | +21,291+9.4% | Added |
| Railway Pension Investments Ltd | 248,227 | $117.1M | 1.21% | −52,300−17.4% | Reduced |
| Clearbridge Investments, LLC | 247,313 | $116.6M | 0.10% | −80,716−24.6% | Reduced |
| New York State Teachers Retirement System | 240,063 | $113.2M | 0.25% | −9,533−3.8% | Reduced |
| Allianz Asset Management GmbH | 238,799 | $112.6M | 0.21% | −18,597−7.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 232,360 | $111.6M | 0.20% | +14,310+6.6% | Added |
| Korea Investment CORP | 235,439 | $111.0M | 0.29% | −13,712−5.5% | Reduced |
| Royal London Asset Management Ltd | 232,520 | $109.6M | 0.31% | +1,962+0.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 201,753 | $95.1M | 0.36% | +80,015+65.7% | Added |
| APG Asset Management N.V. | 215,275 | $91.9M | 0.18% | −8,287−3.7% | Reduced |
| Pzena Investment Management LLC | 193,550 | $91.3M | 0.34% | +722+0.4% | Added |
| AXA S.A. | 191,843 | $90.5M | 0.29% | −4,201−2.1% | Reduced |
| Victory Capital Management Inc | 187,406 | $88.4M | 0.09% | +12,268+7.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 187,165 | $88.3M | 0.51% | −4,876−2.5% | Reduced |
| Saturna Capital CORP | 184,879 | $87.2M | 1.36% | −365−0.2% | Reduced |
| Pictet Asset Management Holding SA | 184,291 | $86.9M | 0.10% | +3,672+2.0% | Added |
| Two Sigma Investments, LP | 182,408 | $86.0M | 0.21% | −354,956−66.1% | Reduced |
| Commerce Bank | 176,710 | $83.3M | 0.59% | −1,936−1.1% | Reduced |
| Stifel Financial Corp | 174,092 | $82.1M | 0.10% | +4,088+2.4% | Added |
| Los Angeles Capital Management LLC | 172,810 | $81.5M | 0.30% | +88,546+105.1% | Added |
| Coronation Fund Managers Ltd. | 168,902 | $79.6M | 2.22% | +20,084+13.5% | Added |
| Adage Capital Partners GP, L.L.C. | 168,867 | $79.6M | 0.16% | −39,553−19.0% | Reduced |
| Eminence Capital, LP | 165,901 | $78.2M | 1.53% | +89+0.1% | Added |
| Natixis Advisors, L.P. | 160,723 | $75.8M | 0.20% | +17,799+12.5% | Added |
| Glenmede Trust Co NA | 159,704 | $75.3M | 0.39% | +16,475+11.5% | Added |
| Toronto Dominion Bank | 159,148 | $75.0M | 0.11% | −55,351−25.8% | Reduced |
| Storebrand Asset Management AS | 156,962 | $74.0M | 0.27% | +16,847+12.0% | Added |
| Verition Fund Management LLC | 156,392 | $73.7M | 0.75% | +97,387+165.0% | Added |
| Brandywine Global Investment Management, LLC | 155,535 | $73.3M | 0.59% | −7,946−4.9% | Reduced |
| Axiom Investors LLC | 154,684 | $72.9M | 0.72% | +40,624+35.6% | Added |
| Cornerstone Investment Partners, LLC | 153,178 | $72.2M | 4.07% | +10,654+7.5% | Added |
| Wishbone Management, LP | 153,000 | $72.1M | 31.96% | −37,000−19.5% | Reduced |
| Sound Shore Management Inc | 149,930 | $70.7M | 2.45% | −247−0.2% | Reduced |
| OrbiMed Advisors LLC | 141,500 | $66.7M | 1.34% | +141,500 | New |
| McDonald Capital Investors Inc | 136,493 | $64.4M | 4.49% | −2,705−1.9% | Reduced |
| LPL Financial LLC | 135,815 | $64.0M | 0.04% | +5,695+4.4% | Added |
| Swedbank AB | 135,519 | $63.9M | 0.10% | +11,892+9.6% | Added |
| State of New Jersey Common Pension Fund D | 133,227 | $62.8M | 0.21% | −2,778−2.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 131,907 | $62.2M | 0.22% | −1,007−0.8% | Reduced |
| Macquarie Group Ltd | 131,816 | $62.2M | 0.07% | +51,958+65.1% | Added |
| Cooperman Leon G | 130,000 | $61.3M | 2.92% | +11,860+10.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 129,693 | $61.2M | 0.27% | +43,102+49.8% | Added |
| Marshall Wace, LLP | 129,483 | $61.1M | 0.12% | −325,350−71.5% | Reduced |
| Bridgewater Associates, LP | 128,245 | $60.5M | 0.34% | +32,942+34.6% | Added |
| Public Employees Retirement System of Ohio | 127,901 | $60.3M | 0.24% | −1,336−1.0% | Reduced |
| Lazard Asset Management LLC | 127,171 | $60.0M | 0.08% | +1,050+0.8% | Added |
| Polar Capital Holdings Plc | 118,996 | $56.1M | 0.39% | −18,348−13.4% | Reduced |
| Prana Capital Management, LP | 118,439 | $55.9M | 3.29% | +13,161+12.5% | Added |
| Northwestern Mutual Wealth Management Co | 117,750 | $55.5M | 0.06% | +7,678+7.0% | Added |
| AMF Pensionsforsakring AB | 117,241 | $55.3M | 0.47% | +23,100+24.5% | Added |
| Natixis | 116,646 | $55.0M | 0.42% | +31,882+37.6% | Added |
| Susquehanna International Group, LLP | 115,822 | $54.6M | 0.09% | +9,462+8.9% | Added |
| Treasurer of the State of North Carolina | 114,289 | $53.9M | 0.26% | +1,039+0.9% | Added |
| MIG Capital, LLC | 112,934 | $53.3M | 7.44% | 00.0% | Unchanged |
| Hosking Partners LLP | 112,752 | $53.2M | 2.24% | −7,985−6.6% | Reduced |
| Mn Services Vermogensbeheer B.V. | 111,800 | $52.7M | 0.47% | −4,000−3.5% | Reduced |
| Bellevue Group AG | 107,788 | $50.8M | 0.78% | −66,099−38.0% | Reduced |
| SEI Investments Co | 107,214 | $50.6M | 0.08% | −305−0.3% | Reduced |
| Empire Life Investments Inc. | 106,881 | $50.4M | 3.25% | +80.0% | Added |
| Harvest Portfolios Group Inc. | 106,483 | $50.2M | 2.13% | −8,234−7.2% | Reduced |
| Crake Asset Management LLP | 104,929 | $49.5M | 4.72% | −14,000−11.8% | Reduced |
| Atalanta Sosnoff Capital, LLC | 103,606 | $48.9M | 1.26% | −2,981−2.8% | Reduced |
| Triodos Investment Management BV | 103,430 | $48.8M | 4.77% | −650−0.6% | Reduced |
| Madison Asset Management, LLC | 102,781 | $48.5M | 0.66% | +2,392+2.4% | Added |
| ZWJ Investment Counsel Inc | 102,607 | $48.4M | 2.49% | +255+0.2% | Added |
| Woodley Farra Manion Portfolio Management Inc | 101,857 | $48.0M | 2.87% | +226+0.2% | Added |
| American Century Companies Inc | 100,602 | $47.4M | 0.03% | −8,141−7.5% | Reduced |
| Gateway Investment Advisers LLC | 99,650 | $47.0M | 0.55% | −73−0.1% | Reduced |
| State of Tennessee, Treasury Department | 97,253 | $45.9M | 0.18% | −11,688−10.7% | Reduced |
| Asset Management One Co.,Ltd. | 94,803 | $44.4M | 0.18% | −5,327−5.3% | Reduced |
| Teacher Retirement System of Texas | 93,699 | $44.2M | 0.30% | +4,258+4.8% | Added |
| Parsifal Capital Management, LP | 93,500 | $44.1M | 3.03% | −6,000−6.0% | Reduced |
| Whittier Trust Co | 92,270 | $43.5M | 0.71% | +294+0.3% | Added |
| Tredje AP-fonden | 92,232 | $43.5M | 0.54% | −41,060−30.8% | Reduced |
| Kames Capital plc | 91,235 | $43.0M | 0.69% | +91,235 | New |
| Mackenzie Financial Corp | 89,425 | $42.2M | 0.06% | −9,360−9.5% | Reduced |
| Adviser Investments LLC | 89,221 | $42.1M | 0.60% | +55,665+165.9% | Added |
| Nisa Investment Advisors, LLC | 88,698 | $41.8M | 0.30% | −1,209−1.3% | Reduced |
| HighTower Advisors, LLC | 88,722 | $41.7M | 0.07% | +6,070+7.3% | Added |
| Trillium Asset Management, LLC | 86,950 | $41.0M | 1.12% | −16,514−16.0% | Reduced |
| Polaris Capital Management, LLC | 86,269 | $40.7M | 1.96% | −400−0.5% | Reduced |
| Seizert Capital Partners, LLC | 85,927 | $40.5M | 2.05% | −148−0.2% | Reduced |
| Panagora Asset Management Inc | 84,549 | $39.9M | 0.22% | −108,248−56.1% | Reduced |
| Clark Capital Management Group, Inc. | 84,224 | $39.7M | 0.33% | −1,121−1.3% | Reduced |