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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
DnB Asset Management AS83,705$39.5M0.20%+6,710+8.7%Added
Healthcare of Ontario Pension Plan Trust Fund83,573$39.4M0.14%−39,827−32.3%Reduced
Putnam Investments LLC82,984$39.1M0.05%−837,076−91.0%Reduced
Allspring Global Investments Holdings, LLC82,782$39.0M0.06%−3,859−4.5%Reduced
Ensign Peak Advisors, Inc82,687$39.0M0.08%−78,202−48.6%Reduced
Martingale Asset Management L P82,650$39.0M0.80%−1,327−1.6%Reduced
Bank of Nova Scotia82,331$38.8M0.07%+60,436+276.0%Added
Mariner, LLC82,127$38.7M0.09%−2,482−2.9%Reduced
The PNC Financial Services Group, Inc.81,298$38.3M0.03%+1,226+1.5%Added
Dearborn Partners LLC80,372$37.9M1.38%−1,359−1.7%Reduced
CI Private Wealth, LLC79,924$37.7M0.07%−111−0.1%Reduced
iA Global Asset Management Inc.79,838$37.6M0.87%+24,754+44.9%Added
Huntington National Bank79,441$37.5M0.34%−17,415−18.0%Reduced
CIBC World Markets Corp79,393$37.4M0.20%+51,387+183.5%Added
Handelsbanken Fonder AB77,772$36.7M0.18%+161+0.2%Added
Squarepoint Ops LLC77,589$36.6M0.15%−53,208−40.7%Reduced
LGT Group Foundation77,709$36.4M0.80%−2,240−2.8%Reduced
Raymond James Financial Services Advisors, Inc.75,825$35.8M0.06%+5,954+8.5%Added
Degroof Petercam Asset Management74,720$35.2M0.46%+74,720New
140 Summer Partners LP74,209$35.0M6.03%+8,708+13.3%Added
Mirae Asset Global Investments Co., Ltd.73,579$34.7M0.07%−188−0.3%Reduced
Nomura Asset Management Co Ltd72,177$34.0M0.14%+463+0.6%Added
Artemis Investment Management LLP72,130$34.0M0.50%+10,683+17.4%Added
American International Group, Inc.71,887$33.9M0.14%−2,378−3.2%Reduced
C WorldWide Group Holding A/S70,144$33.1M0.44%−656−0.9%Reduced
State of Michigan Retirement System69,351$32.7M0.19%−100−0.1%Reduced
BI Asset Management Fondsmaeglerselskab A/S69,234$32.6M0.69%−4,743−6.4%Reduced
Forsta Ap-Fonden68,700$32.4M0.33%−4,600−6.3%Reduced
Federation des caisses Desjardins du Quebec68,185$32.2M0.30%+3,746+5.8%Added
MML Investors Services, LLC66,983$31.6M0.15%+12,828+23.7%Added
M&T Bank Corp66,881$31.5M0.12%−27,413−29.1%Reduced
Arizona State Retirement System66,296$31.3M0.24%−803−1.2%Reduced
Pinebridge Investments, L.P.65,474$30.9M0.29%−41,340−38.7%Reduced
Archon Partners LLC65,000$30.7M4.22%00.0%Unchanged
Spears Abacus Advisors LLC64,687$30.5M2.43%+182+0.3%Added
Point72 Asset Management, L.P.64,308$30.3M0.09%+62,104+2,817.8%Added
Intech Investment Management LLC64,267$30.3M0.44%−29,134−31.2%Reduced
Wedge Capital Management L L P63,606$30.0M0.54%−2,863−4.3%Reduced
Voloridge Investment Management, LLC63,553$30.0M0.12%−296,334−82.3%Reduced
High Ground Investment Management LLP63,370$29.9M14.73%+500+0.8%Added
Unigestion Holding SA62,706$29.6M1.63%−14,019−18.3%Reduced
Lakewood Capital Management, LP62,000$29.2M2.66%00.0%Unchanged
QRG Capital Management, Inc.61,195$28.9M0.43%+5,065+9.0%Added
Liontrust Investment Partners LLP61,190$28.9M0.42%+189+0.3%Added
Advisor Group Holdings, Inc.60,719$28.7M0.05%−15,325−20.2%Reduced
US Bancorp60,461$28.5M0.04%+2,396+4.1%Added
Todd Asset Management LLC59,906$28.2M0.62%+8,413+16.3%Added
Teachers Retirement System of the State of Kentucky59,230$27.9M0.26%+4,842+8.9%Added
MetLife Investment Management58,381$27.5M0.20%−1,250−2.1%Reduced
Aquatic Capital Management LLC58,200$27.4M0.70%+22,120+61.3%Added
Amalgamated Bank57,578$27.2M0.22%−2,997−4.9%Reduced
Border to Coast Pensions Partnership Ltd57,428$27.1M0.66%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main57,027$26.9M0.04%−11,562−16.9%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.56,913$26.8M0.32%−4,289−7.0%Reduced
Captrust Financial Advisors56,759$26.8M0.09%−933−1.6%Reduced
Abn Amro Investment Solutions56,759$26.8M0.47%−969−1.7%Reduced
Professional Advisory Services Inc56,533$26.7M3.81%+272+0.5%Added
Commonwealth Equity Services, LLC55,262$26.1M0.05%+4,362+8.6%Added
Twinbeech Capital LP54,867$25.9M0.42%−93,378−63.0%Reduced
Eagle Global Advisors LLC54,802$25.8M1.56%−639−1.2%Reduced
State of Alaska, Department of Revenue54,800$25.8M0.31%−2,415−4.2%Reduced
Acadian Asset Management LLC54,671$25.8M0.10%−35,631−39.5%Reduced
Suvretta Capital Management, LLC53,735$25.3M1.16%+50,725+1,685.2%Added
Comerica Bank52,991$25.0M0.12%−595−1.1%Reduced
Cerity Partners LLC52,300$24.7M0.08%+9,199+21.3%Added
Retirement Systems of Alabama51,782$24.4M0.10%−1,500−2.8%Reduced
TCW Group Inc51,714$24.4M0.27%+6,351+14.0%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys51,453$24.3M0.18%+4,072+8.6%Added
Swiss Life Asset Management Ltd50,939$24.0M0.29%+14,911+41.4%Added
Vident Advisory, LLC50,514$23.8M0.60%+7,417+17.2%Added
Crossmark Global Holdings, Inc.50,255$23.7M0.49%+427+0.9%Added
Candriam Luxembourg S.C.A.50,088$23.6M0.16%+1,068+2.2%Added
Capital Group Private Client Services, Inc.49,788$23.5M0.24%−16,287−24.6%Reduced
USS Investment Management Ltd49,760$23.5M0.21%−1,634−3.2%Reduced
IFM Investors Pty Ltd49,428$23.3M0.28%−487−1.0%Reduced
Texas Permanent School Fund48,515$22.9M0.20%−179−0.4%Reduced
Benjamin F. Edwards & Company, Inc.47,714$22.5M0.45%+46,619+4,257.4%Added
PFM Health Sciences, LP47,681$22.5M1.35%+23,150+94.4%Added
Mercer Global Advisors Inc47,038$22.2M0.07%+5,255+12.6%Added
Auxier Asset Management46,084$21.7M3.52%−244−0.5%Reduced
Achmea Investment Management B.V.45,945$21.7M0.45%−5,962−11.5%Reduced
Jane Street Group, LLC45,684$21.5M0.03%−71,085−60.9%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund45,312$21.4M0.27%+1,100+2.5%Added
GCM Grosvenor Holdings, LLC45,289$21.4M3.78%+15,789+53.5%Added
Banco Santander, S.A.45,243$21.3M0.25%+2,678+6.3%Added
Rockefeller Capital Management L.P.44,485$21.0M0.07%+26+0.1%Added
Iridian Asset Management LLC44,416$20.9M3.80%−10,271−18.8%Reduced
Edmond de Rothschild Holding S.A.43,858$20.7M0.37%+788+1.8%Added
Vancity Investment Management Ltd43,498$20.5M3.00%−44,693−50.7%Reduced
Illinois Municipal Retirement Fund42,766$20.2M0.34%−5,317−11.1%Reduced
Federated Hermes, Inc.42,662$20.1M0.05%+1,128+2.7%Added
Schonfeld Strategic Advisors LLC42,357$20.0M0.16%−35,082−45.3%Reduced
South State Corp.41,901$19.8M1.69%−722−1.7%Reduced
LSV Asset Management41,900$19.8M0.04%00.0%Unchanged
Yousif Capital Management, LLC41,788$19.7M0.23%−4,033−8.8%Reduced
Hallmark Capital Management Inc41,645$19.6M1.53%+65+0.2%Added
Steigerwald, Gordon & Koch Inc.41,629$19.6M2.66%+209+0.5%Added
Summit Global Investments41,224$19.4M1.27%−3,919−8.7%Reduced
Czech National Bank41,158$19.4M0.28%−28−0.1%Reduced
Utah Retirement Systems41,120$19.4M0.25%+226+0.6%Added