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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 18,456 | $8.70M | 0.18% | +197+1.1% | Added |
| Kovitz Investment Group Partners, LLC | 18,447 | $8.70M | 0.14% | −427−2.3% | Reduced |
| Meeder Asset Management Inc | 18,380 | $8.67M | 0.68% | +10,754+141.0% | Added |
| First Citizens Bank & Trust Co | 18,104 | $8.54M | 0.16% | +7,815+76.0% | Added |
| BlackBarn Capital Partners LP | 18,000 | $8.49M | 5.60% | +18,000 | New |
| Assetmark, Inc | 17,869 | $8.43M | 0.03% | +362+2.1% | Added |
| Aptus Capital Advisors, LLC | 17,759 | $8.37M | 0.25% | −12−0.1% | Reduced |
| Loomis Sayles & Co L P | 17,609 | $8.30M | 0.01% | +8,798+99.9% | Added |
| Callodine Capital Management, LP | 17,500 | $8.25M | 2.17% | +1,500+9.4% | Added |
| Pavadi Capital LLC | 17,374 | $8.19M | 10.09% | +17,374 | New |
| Banque Pictet & Cie SA | 17,366 | $8.19M | 0.09% | +16,671+2,398.7% | Added |
| Moran Wealth Management, LLC | 17,150 | $8.09M | 0.29% | −16,885−49.6% | Reduced |
| Foundations Investment Advisors, LLC | 16,276 | $8.06M | 0.22% | +5,166+46.5% | Added |
| Colony Group, LLC | 17,089 | $8.06M | 0.11% | +17,089 | New |
| Parus Finance (UK) Ltd | 16,855 | $7.95M | 4.13% | +417+2.5% | Added |
| AE Wealth Management LLC | 16,044 | $7.76M | 0.04% | −3,132−16.3% | Reduced |
| FORA Capital, LLC | 16,457 | $7.76M | 0.67% | −3,604−18.0% | Reduced |
| Vestcor Inc | 16,454 | $7.76M | 0.26% | −54−0.3% | Reduced |
| Baird Financial Group, Inc. | 16,302 | $7.69M | 0.02% | +399+2.5% | Added |
| Prudential PLC | 16,217 | $7.65M | 0.08% | −2,659−14.1% | Reduced |
| Groupama Asset Managment | 16,207 | $7.64M | 0.20% | +16,207 | New |
| Great Lakes Advisors, LLC | 16,161 | $7.62M | 0.07% | −2,070−11.4% | Reduced |
| Laurion Capital Management LP | 15,985 | $7.54M | 0.27% | +15,985 | New |
| Hartford Investment Management Co | 15,840 | $7.47M | 0.28% | −328−2.0% | Reduced |
| Verdence Capital Advisors LLC | 15,791 | $7.45M | 0.72% | +346+2.2% | Added |
| Scotia Capital Inc. | 15,687 | $7.40M | 0.05% | +940+6.4% | Added |
| GAM Holding AG | 15,504 | $7.31M | 0.54% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 15,476 | $7.30M | 0.22% | +2,929+23.3% | Added |
| United Services Automobile Association | 15,443 | $7.28M | 0.16% | +486+3.2% | Added |
| Pacer Advisors, Inc. | 15,226 | $7.18M | 0.02% | −782−4.9% | Reduced |
| Leuthold Group, LLC | 15,205 | $7.17M | 0.90% | +231+1.5% | Added |
| Vontobel Holding Ltd. | 15,168 | $7.15M | 0.06% | +8,465+126.3% | Added |
| Eversept Partners, LP | 15,094 | $7.12M | 0.70% | −6,600−30.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 14,992 | $7.07M | 0.67% | +764+5.4% | Added |
| CIBC World Markets Inc. | 14,989 | $7.07M | 0.02% | +23+0.2% | Added |
| Securian Asset Management, Inc | 14,913 | $7.03M | 0.20% | −1,998−11.8% | Reduced |
| Siemens Fonds Invest GmbH | 14,747 | $6.95M | 0.57% | −338−2.2% | Reduced |
| River Wealth Advisors LLC | 14,700 | $6.93M | 1.11% | −213−1.4% | Reduced |
| SYSTM Wealth Solutions LLC | 14,602 | $6.89M | 0.95% | +1,113+8.3% | Added |
| Wealthfront Advisers LLC | 14,401 | $6.79M | 0.03% | +3,345+30.3% | Added |
| Louisiana State Employees Retirement System | 14,200 | $6.70M | 0.14% | −400−2.7% | Reduced |
| GHP Investment Advisors, Inc. | 14,119 | $6.66M | 0.36% | +375+2.7% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 14,000 | $6.60M | 0.76% | −1,426−9.2% | Reduced |
| Hyman Charles D | 13,928 | $6.57M | 0.39% | +51+0.4% | Added |
| Guggenheim Capital LLC | 13,928 | $6.57M | 0.05% | −846−5.7% | Reduced |
| GWM Advisors LLC | 13,827 | $6.52M | 0.06% | −121−0.9% | Reduced |
| McKinley Capital Management LLC /Delaware | 13,820 | $6.52M | 0.84% | +4,990+56.5% | Added |
| Summit Street Capital Management, LLC | 13,465 | $6.35M | 2.69% | 00.0% | Unchanged |
| Ci Investments Inc. | 13,233 | $6.24M | 0.03% | −900−6.4% | Reduced |
| KCM Investment Advisors LLC | 13,121 | $6.19M | 0.25% | −801−5.8% | Reduced |
| Dana Investment Advisors, Inc. | 13,119 | $6.19M | 0.30% | −31,521−70.6% | Reduced |
| Alpine Woods Capital Investors, LLC | 13,002 | $6.13M | 0.92% | 00.0% | Unchanged |
| Rhenman & Partners Asset Management AB | 13,000 | $6.13M | 0.61% | −25,000−65.8% | Reduced |
| Formuepleje A/S | 12,966 | $6.11M | 0.43% | +12,966 | New |
| Logan Capital Management Inc | 12,689 | $5.98M | 0.28% | −803−6.0% | Reduced |
| Meritage Portfolio Management | 12,678 | $5.98M | 0.39% | +478+3.9% | Added |
| Banque Cantonale Vaudoise | 12,636 | $5.96M | 0.26% | +3,663+40.8% | Added |
| Community Bank & Trust, Waco, Texas | 12,615 | $5.95M | 1.62% | +846+7.2% | Added |
| Cary Street Partner Investment Advisory LLC | 12,543 | $5.91M | 0.28% | +471+3.9% | Added |
| Private Advisor Group, LLC | 12,477 | $5.88M | 0.05% | −272−2.1% | Reduced |
| New Mexico Educational Retirement Board | 12,346 | $5.82M | 0.22% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 12,074 | $5.69M | 0.13% | −4,859−28.7% | Reduced |
| Kestra Advisory Services, LLC | 12,069 | $5.69M | 0.05% | +104+0.9% | Added |
| Pacific Capital Partners Ltd | 12,000 | $5.66M | 4.27% | −1,750−12.7% | Reduced |
| Ostrum Asset Management | 11,951 | $5.64M | 0.49% | −272−2.2% | Reduced |
| Westbourne Investment Advisors, Inc. | 11,928 | $5.63M | 2.25% | −61−0.5% | Reduced |
| Firetrail Investments Pty Ltd | 11,439 | $5.57M | 4.10% | +11,439 | New |
| Cornerstone Advisors, LLC | 11,800 | $5.56M | 0.24% | −3,500−22.9% | Reduced |
| HB Wealth Management, LLC | 11,711 | $5.52M | 0.08% | +1,211+11.5% | Added |
| Van Eck Associates Corp | 11,289 | $5.32M | 0.01% | +245+2.2% | Added |
| Kingswood Wealth Advisors, LLC | 11,244 | $5.30M | 0.60% | +2,678+31.3% | Added |
| Institutional & Family Asset Management, LLC | 11,215 | $5.29M | 0.87% | −781−6.5% | Reduced |
| Keybank National Association | 11,178 | $5.27M | 0.02% | +736+7.0% | Added |
| Eagle Rock Investment Company, LLC | 11,172 | $5.27M | 1.08% | +7+0.1% | Added |
| Greystone Financial Group, LLC | 11,166 | $5.27M | 1.22% | +1,221+12.3% | Added |
| Stratos Wealth Partners, LTD. | 10,969 | $5.17M | 0.10% | +72+0.7% | Added |
| Van Den Berg Management I, Inc | 10,830 | $5.11M | 1.70% | +453+4.4% | Added |
| Metis Global Partners, LLC | 10,820 | $5.10M | 0.20% | −721−6.2% | Reduced |
| Winmill & Co. Inc | 10,790 | $5.09M | 1.63% | 00.0% | Unchanged |
| West Family Investments, Inc. | 10,745 | $5.07M | 1.72% | +23+0.2% | Added |
| Peapack Gladstone Financial Corp | 10,713 | $5.05M | 0.09% | −145−1.3% | Reduced |
| Gotham Asset Management, LLC | 10,514 | $4.96M | 0.09% | +415+4.1% | Added |
| Oxbow Advisors, LLC | 10,475 | $4.94M | 0.75% | −137−1.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,467 | $4.94M | 0.01% | +1,099+11.7% | Added |
| Mill Capital Management, LLC | 10,458 | $4.93M | 0.44% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 10,297 | $4.86M | 0.06% | −160,794−94.0% | Reduced |
| Principal Securities, Inc. | 10,284 | $4.85M | 0.18% | +10,284 | New |
| Globeflex Capital L P | 10,227 | $4.82M | 0.49% | +50.0% | Added |
| Power Corp of Canada | 10,205 | $4.81M | 0.50% | −2,919−22.2% | Reduced |
| Cetera Investment Advisers | 10,105 | $4.76M | 0.04% | −2,455−19.5% | Reduced |
| HRT Financial LP | 10,036 | $4.73M | 0.03% | +2,080+26.1% | Added |
| Sequoia Financial Advisors, LLC | 9,934 | $4.68M | 0.06% | +5,047+103.3% | Added |
| Shell Asset Management Co | 9,703 | $4.58M | 0.21% | −2,142−18.1% | Reduced |
| Icon Advisers Inc | 9,700 | $4.57M | 1.05% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 9,631 | $4.54M | 0.06% | −9,221−48.9% | Reduced |
| Narwhal Capital Management | 9,588 | $4.52M | 0.49% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 9,564 | $4.51M | 0.21% | −186−1.9% | Reduced |
| HealthInvest Partners AB | 9,500 | $4.48M | 3.51% | +9,500 | New |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 9,480 | $4.47M | 1.21% | +9,480 | New |
| Tiaa Trust, National Association | 9,386 | $4.43M | 0.01% | −1,362−12.7% | Reduced |