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 | 1,702 | $107.2B |
| Q2 2024 | 1,712 | $112.7B |
| Q1 2024 | 1,672 | $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 | 1,550 | $108.8B |
| Q3 2022 | 1,448 | $97.0B |
| Q2 2022 | 1,443 | $103.2B |
| Q1 2022 | 1,423 | $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 |
|---|---|---|---|---|---|
| ABN AMRO Bank N.V. | 40,664 | $19.3M | 0.32% | −3,572−8.1% | Reduced |
| Chiron Investment Management, LLC | 40,569 | $19.1M | 7.29% | +587+1.5% | Added |
| O'Shaughnessy Asset Management, LLC | 40,460 | $19.1M | 0.25% | −7,702−16.0% | Reduced |
| Foundry Partners, LLC | 40,171 | $18.9M | 1.14% | −4,985−11.0% | Reduced |
| Ninety One SA (PTY) Ltd | 40,149 | $18.9M | 2.88% | +7,994+24.9% | Added |
| Point72 Hong Kong Ltd | 40,054 | $18.9M | 1.16% | +40,054 | New |
| Adams Diversified Equity Fund, Inc. | 39,700 | $18.7M | 0.74% | +39,700 | New |
| Hyperion Capital Advisors LP | 39,509 | $18.6M | 10.06% | −2,000−4.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 38,264 | $18.0M | 0.68% | +677+1.8% | Added |
| Boston Private Wealth LLC | 38,215 | $18.0M | 0.44% | −9,307−19.6% | Reduced |
| Glenview Capital Management, LLC | 37,909 | $17.9M | 0.42% | +22,982+154.0% | Added |
| Xponance, Inc. | 37,886 | $17.9M | 0.21% | +2,476+7.0% | Added |
| Pathstone Holdings, LLC | 37,764 | $17.8M | 0.10% | +37,764 | New |
| Whittier Trust Co of Nevada Inc | 37,285 | $17.6M | 0.56% | −454−1.2% | Reduced |
| New York Life Investment Management LLC | 37,268 | $17.6M | 0.18% | −4,999−11.8% | Reduced |
| Stanley Capital Management, LLC | 37,100 | $17.5M | 4.31% | +4,000+12.1% | Added |
| Cresset Asset Management, LLC | 37,061 | $17.5M | 0.11% | +3,544+10.6% | Added |
| Parkwood LLC | 36,201 | $17.1M | 2.73% | +6,920+23.6% | Added |
| ProShare Advisors LLC | 35,332 | $16.7M | 0.05% | −3,926−10.0% | Reduced |
| Cetera Advisor Networks LLC | 35,200 | $16.6M | 0.09% | +1,832+5.5% | Added |
| Public Employees Retirement Association of Colorado | 34,923 | $16.5M | 0.08% | −1,224−3.4% | Reduced |
| Capital International Inc | 32,632 | $15.4M | 0.24% | +4,709+16.9% | Added |
| Oregon Public Employees Retirement Fund | 32,512 | $15.3M | 0.27% | −8,895−21.5% | Reduced |
| Point72 Middle East FZE | 32,419 | $15.3M | 1.06% | −14,125−30.3% | Reduced |
| CIBC Asset Management Inc | 32,418 | $15.3M | 0.06% | −1,630−4.8% | Reduced |
| FineMark National Bank & Trust | 32,143 | $15.2M | 0.62% | −192−0.6% | Reduced |
| Longbow Finance SA | 32,030 | $15.1M | 1.53% | +1,470+4.8% | Added |
| Smith, Salley & Associates | 31,987 | $15.1M | 0.97% | +1,556+5.1% | Added |
| Mutual of America Capital Management LLC | 31,518 | $14.9M | 0.17% | −1,533−4.6% | Reduced |
| Washington Trust Bank | 31,449 | $14.8M | 1.31% | +199+0.6% | Added |
| Tower Research Capital LLC (TRC) | 31,311 | $14.8M | 0.18% | +16,737+114.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 31,266 | $14.7M | 0.19% | +3,403+12.2% | Added |
| Earnest Partners LLC | 31,245 | $14.7M | 0.07% | −109−0.3% | Reduced |
| APG Asset Management US Inc. | 30,985 | $14.6M | 0.09% | +30,985 | New |
| Gabelli Funds LLC | 30,300 | $14.3M | 0.11% | +3,800+14.3% | Added |
| MUFG Securities EMEA plc | 30,000 | $14.1M | 1.17% | +30,000 | New |
| Worldquant Millennium Advisors LLC | 29,704 | $14.0M | 0.20% | −106,831−78.2% | Reduced |
| Investment Management Corp of Ontario | 28,710 | $13.5M | 0.33% | +7,712+36.7% | Added |
| North Growth Management Ltd. | 28,000 | $13.3M | 2.84% | 00.0% | Unchanged |
| Walleye Capital LLC | 28,205 | $13.3M | 0.19% | +19,970+242.5% | Added |
| Lowe Brockenbrough & Co Inc | 27,931 | $13.2M | 1.02% | −5,410−16.2% | Reduced |
| Trexquant Investment LP | 27,886 | $13.1M | 0.30% | −5,887−17.4% | Reduced |
| Sector Gamma AS | 27,807 | $13.1M | 3.18% | −13,340−32.4% | Reduced |
| CBOE Vest Financial, LLC | 27,784 | $13.1M | 0.49% | +6,970+33.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 27,765 | $13.1M | 0.05% | +8,079+41.0% | Added |
| Cumberland Partners Ltd | 29,474 | $13.0M | 1.19% | −406−1.4% | Reduced |
| Nissay Asset Management Corp | 27,414 | $12.9M | 0.10% | +253+0.9% | Added |
| Lawson Kroeker Investment Management Inc | 27,284 | $12.9M | 2.64% | −181−0.7% | Reduced |
| National Bank of Canada | 26,784 | $12.8M | 0.02% | −8,138−23.3% | Reduced |
| British Columbia Investment Management Corp | 27,127 | $12.8M | 0.10% | +5,574+25.9% | Added |
| Janney Montgomery Scott LLC | 26,934 | $12.7M | 0.04% | −47−0.2% | Reduced |
| Creative Planning | 26,813 | $12.6M | 0.02% | +858+3.3% | Added |
| Fifth Third Bancorp | 26,284 | $12.4M | 0.05% | −5,471−17.2% | Reduced |
| Impax Asset Management Group plc | 26,250 | $12.4M | 0.05% | −1,437−5.2% | Reduced |
| Quadrature Capital Ltd | 26,053 | $12.3M | 0.22% | −67,838−72.3% | Reduced |
| South Dakota Investment Council | 25,475 | $12.0M | 0.26% | −800−3.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 25,160 | $11.9M | 0.25% | −142−0.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 25,135 | $11.9M | 0.06% | +19,424+340.1% | Added |
| Tamar Securities, LLC | 25,081 | $11.8M | 2.32% | +1,628+6.9% | Added |
| Guardian Point Capital, LP | 25,000 | $11.8M | 7.05% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 24,674 | $11.6M | 0.33% | −24,229−49.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,604 | $11.6M | 0.15% | +815+3.4% | Added |
| Unison Asset Management LLC | 24,095 | $11.4M | 6.67% | +3,593+17.5% | Added |
| Quantitative Investment Management, LLC | 24,033 | $11.3M | 0.65% | +24,033 | New |
| Calamos Advisors LLC | 24,028 | $11.3M | 0.06% | +156+0.7% | Added |
| Punch & Associates Investment Management, Inc. | 24,002 | $11.3M | 0.66% | −378−1.6% | Reduced |
| Rafferty Asset Management, LLC | 23,916 | $11.3M | 0.05% | −677−2.8% | Reduced |
| Jefferies Financial Group Inc. | 23,792 | $11.2M | 0.18% | +18,958+392.2% | Added |
| Ethic Inc. | 23,786 | $11.2M | 0.33% | +2,494+11.7% | Added |
| Modera Wealth Management, LLC | 23,709 | $11.2M | 0.18% | +1,337+6.0% | Added |
| Walleye Trading LLC | 23,705 | $11.2M | 0.17% | +5,565+30.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 23,630 | $11.1M | 0.05% | −798−3.3% | Reduced |
| Redmile Group, LLC | 23,079 | $10.9M | 0.39% | −62,299−73.0% | Reduced |
| Hardman Johnston Global Advisors LLC | 22,750 | $10.7M | 0.34% | −18−0.1% | Reduced |
| Chartwell Investment Partners, LLC | 22,680 | $10.7M | 0.38% | +1,342+6.3% | Added |
| Daiwa Securities Group Inc. | 22,545 | $10.6M | 0.07% | +1,346+6.3% | Added |
| Unisphere Establishment | 22,200 | $10.5M | 0.11% | +22,200 | New |
| National Philanthropic Trust | 21,698 | $10.2M | 0.27% | +21,698 | New |
| Capital Fund Management S.A. | 21,643 | $10.2M | 0.13% | −27,568−56.0% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 21,600 | $10.2M | 0.14% | −6,900−24.2% | Reduced |
| Bokf, NA | 21,381 | $10.1M | 0.20% | −59−0.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 21,223 | $10.0M | 0.16% | −213−1.0% | Reduced |
| Capital Analysts, LLC | 20,866 | $9.84M | 0.50% | +254+1.2% | Added |
| Elo Mutual Pension Insurance Co | 20,574 | $9.70M | 0.26% | +733+3.7% | Added |
| First American Trust, FSB | 20,446 | $9.64M | 1.19% | −1,304−6.0% | Reduced |
| Diversified Trust Co | 20,396 | $9.62M | 0.32% | +2,572+14.4% | Added |
| LMCG Investments, LLC | 20,125 | $9.49M | 0.59% | −43−0.2% | Reduced |
| Geneos Wealth Management Inc. | 20,021 | $9.44M | 0.47% | −1,078−5.1% | Reduced |
| Integral Health Asset Management, LLC | 20,000 | $9.43M | 1.36% | −5,000−20.0% | Reduced |
| Northwest & Ethical Investments L.P. | 19,882 | $9.38M | 0.29% | −987−4.7% | Reduced |
| JustInvest LLC | 19,695 | $9.29M | 0.24% | +2,192+12.5% | Added |
| Gulf International Bank (UK) Ltd | 19,477 | $9.18M | 0.26% | −2,263−10.4% | Reduced |
| Stephens Inc | 19,267 | $9.09M | 0.16% | +507+2.7% | Added |
| Atria Investments LLC | 19,133 | $9.02M | 0.14% | −568−2.9% | Reduced |
| ProVise Management Group, LLC | 18,964 | $8.94M | 0.76% | +2,195+13.1% | Added |
| Sandy Spring Bank | 18,824 | $8.88M | 0.44% | −428−2.2% | Reduced |
| Kentucky Retirement Systems | 18,799 | $8.86M | 0.28% | −326−1.7% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 18,587 | $8.76M | 0.33% | +18,121+3,888.6% | Added |
| Highland Capital Management, LLC | 18,584 | $8.76M | 0.54% | +120+0.6% | Added |
| Greatmark Investment Partners, Inc. | 18,490 | $8.72M | 1.37% | +1,416+8.3% | Added |