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 |
|---|---|---|---|---|---|
| Atom Investors LP | 9,282 | $4.38M | 0.77% | +6,786+271.9% | Added |
| Barden Capital Management, Inc. | 9,902 | $4.36M | 3.55% | +5,658+133.3% | Added |
| Oppenheimer Asset Management Inc. | 9,189 | $4.33M | 0.06% | +279+3.1% | Added |
| Simplex Trading, LLC | 9,178 | $4.33M | 0.13% | +9,178 | New |
| Asio Capital, LLC | 9,155 | $4.32M | 1.01% | +785+9.4% | Added |
| Argent Trust Co | 9,154 | $4.32M | 0.21% | +488+5.6% | Added |
| Brinker Capital Investments, LLC | 8,971 | $4.31M | 0.05% | −110−1.2% | Reduced |
| Orion Portfolio Solutions, LLC | 8,971 | $4.31M | 0.05% | −110−1.2% | Reduced |
| E. Ohman J:or Asset Management AB | 9,100 | $4.29M | 0.16% | −1,800−16.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 9,049 | $4.27M | 0.00% | +5,688+169.2% | Added |
| Everence Capital Management Inc | 9,010 | $4.25M | 0.30% | +2,210+32.5% | Added |
| SG Americas Securities, LLC | 8,935 | $4.21M | 0.05% | +2,220+33.1% | Added |
| Independent Advisor Alliance | 8,918 | $4.21M | 0.15% | +40+0.5% | Added |
| Burney Co | 8,882 | $4.19M | 0.18% | −265−2.9% | Reduced |
| Tocqueville Asset Management L.P. | 8,841 | $4.17M | 0.08% | −45−0.5% | Reduced |
| CX Institutional | 8,724 | $4.11M | 0.22% | −4,435−33.7% | Reduced |
| Flputnam Investment Management Co | 8,638 | $4.07M | 0.10% | −2,100−19.6% | Reduced |
| BKD Wealth Advisors, LLC | 8,590 | $4.05M | 0.11% | −539−5.9% | Reduced |
| Round Rock Advisors, LLC | 8,574 | $4.04M | 1.02% | +8,574 | New |
| PGGM Investments | 8,535 | $4.03M | 0.06% | −723−7.8% | Reduced |
| MAI Capital Management | 8,385 | $3.95M | 0.05% | +3,563+73.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,371 | $3.95M | 0.28% | −168−2.0% | Reduced |
| Norinchukin Bank, The | 8,370 | $3.95M | 0.09% | −979−10.5% | Reduced |
| Benedict Financial Advisors Inc | 8,369 | $3.95M | 1.08% | −21−0.3% | Reduced |
| Empirical Finance, LLC | 8,336 | $3.93M | 0.27% | +28+0.3% | Added |
| Beacon Pointe Advisors, LLC | 8,311 | $3.92M | 0.05% | −496−5.6% | Reduced |
| Ontario Teachers Pension Plan Board | 8,182 | $3.86M | 0.04% | −4,709−36.5% | Reduced |
| Synovus Financial Corp | 8,176 | $3.86M | 0.05% | +26+0.3% | Added |
| Tandem Capital Management Corp | 8,138 | $3.84M | 2.38% | −376−4.4% | Reduced |
| Coastline Trust Co | 8,137 | $3.84M | 0.51% | −500−5.8% | Reduced |
| Vinva Investment Management Ltd | 8,103 | $3.80M | 0.26% | +1,099+15.7% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $3.77M | 0.97% | 00.0% | Unchanged |
| Alps Advisors Inc | 7,968 | $3.76M | 0.03% | +39+0.5% | Added |
| Timber Creek Capital Management LLC | 7,965 | $3.76M | 1.28% | +191+2.5% | Added |
| Guardian Capital Advisors LP | 7,701 | $3.70M | 0.39% | −1,128−12.8% | Reduced |
| Wetherby Asset Management Inc | 7,824 | $3.69M | 0.19% | −100−1.3% | Reduced |
| Veriti Management LLC | 7,722 | $3.64M | 0.33% | +1,876+32.1% | Added |
| United Capital Financial Advisers, LLC | 7,710 | $3.64M | 0.03% | +5,433+238.6% | Added |
| LGT Fund Management Co Ltd. | 7,740 | $3.63M | 1.56% | +120+1.6% | Added |
| Ossiam | 7,658 | $3.61M | 0.06% | +2,160+39.3% | Added |
| Buffington Mohr McNeal | 7,618 | $3.59M | 0.72% | +470+6.6% | Added |
| Stock Yards Bank & Trust Co | 7,616 | $3.59M | 0.13% | −5,340−41.2% | Reduced |
| Park Avenue Securities LLC | 7,610 | $3.59M | 0.05% | +74+1.0% | Added |
| Capital Group Investment Management Pte. Ltd. | 7,538 | $3.55M | 0.37% | −10,801−58.9% | Reduced |
| Stanley-Laman Group, Ltd. | 7,508 | $3.54M | 0.54% | −107−1.4% | Reduced |
| Duncker Streett & Co Inc | 7,492 | $3.53M | 0.75% | −200−2.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,455 | $3.52M | 0.20% | −4,002−34.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,438 | $3.51M | 0.09% | −10.0% | Reduced |
| Radnor Capital Management, LLC | 7,370 | $3.48M | 0.65% | −340−4.4% | Reduced |
| Stevens Capital Management LP | 7,260 | $3.42M | 0.85% | +4,584+171.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 7,244 | $3.42M | 0.10% | −5−0.1% | Reduced |
| Signature Estate & Investment Advisors LLC | 7,217 | $3.40M | 0.10% | +4,998+225.2% | Added |
| Mitchell Capital Management Co | 7,187 | $3.39M | 0.71% | −27−0.4% | Reduced |
| Garrison Bradford & Associates Inc | 7,135 | $3.37M | 3.71% | −586−7.6% | Reduced |
| Bridgeway Capital Management, LLC | 7,100 | $3.35M | 0.07% | +7,100 | New |
| Empowered Funds, LLC | 7,098 | $3.35M | 0.08% | −4,723−40.0% | Reduced |
| Chicago Capital, LLC | 7,028 | $3.31M | 0.12% | +4,986+244.2% | Added |
| Ally Financial Inc. | 7,000 | $3.30M | 0.43% | 00.0% | Unchanged |
| Greenleaf Trust | 6,960 | $3.28M | 0.04% | −343−4.7% | Reduced |
| Kempen Capital Management N.V. | 6,959 | $3.28M | 0.05% | +1,300+23.0% | Added |
| Bull Street Advisors, LLC | 6,951 | $3.28M | 1.66% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 6,882 | $3.25M | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 6,795 | $3.20M | 0.05% | +847+14.2% | Added |
| First Hawaiian Bank | 6,788 | $3.20M | 0.10% | +220+3.3% | Added |
| Kestra Private Wealth Services, LLC | 6,774 | $3.19M | 0.08% | +773+12.9% | Added |
| Elevatus Welath Management | 6,769 | $3.19M | 1.45% | +6,769 | New |
| Bailard, Inc. | 6,740 | $3.18M | 0.09% | +173+2.6% | Added |
| Credit Agricole S A | 6,730 | $3.17M | 0.07% | +4,345+182.2% | Added |
| Bamco Inc | 6,700 | $3.16M | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 6,670 | $3.15M | 0.06% | +3,140+89.0% | Added |
| Strategic Wealth Partners, Ltd. | 6,668 | $3.14M | 0.39% | −236−3.4% | Reduced |
| Pegasus Asset Management, Inc. | 6,656 | $3.14M | 1.35% | +188+2.9% | Added |
| Scholtz & Company, LLC | 6,631 | $3.13M | 1.55% | −793−10.7% | Reduced |
| Transform Wealth, LLC | 6,596 | $3.11M | 0.30% | −290−4.2% | Reduced |
| YHB Investment Advisors, Inc. | 6,584 | $3.10M | 0.30% | −1,044−13.7% | Reduced |
| Cinctive Capital Management LP | 6,575 | $3.10M | 0.22% | +6,575 | New |
| Family Legacy, Inc. | 6,568 | $3.10M | 1.18% | +10.0% | Added |
| Trivant Custom Portfolio Group, LLC | 6,506 | $3.07M | 2.05% | −98−1.5% | Reduced |
| RDA Financial Network | 6,456 | $3.04M | 1.15% | +7+0.1% | Added |
| Edmp, Inc. | 6,424 | $3.03M | 2.76% | −48−0.7% | Reduced |
| Princeton Global Asset Management LLC | 6,399 | $3.02M | 0.76% | +137+2.2% | Added |
| Strategy Asset Managers LLC | 6,354 | $3.00M | 0.71% | +331+5.5% | Added |
| TrinityPoint Wealth, LLC | 6,242 | $2.94M | 0.53% | +10+0.2% | Added |
| Fort Washington Investment Advisors Inc | 6,211 | $2.93M | 0.02% | +7+0.1% | Added |
| CWM, LLC | 6,060 | $2.86M | 0.02% | +140+2.4% | Added |
| Lester Murray Antman dba SimplyRich | 6,042 | $2.85M | 0.98% | +12+0.2% | Added |
| Liberty One Investment Management, LLC | 6,011 | $2.83M | 0.35% | +355+6.3% | Added |
| Second Half Financial Partners, LLC | 5,965 | $2.81M | 1.39% | +5,965 | New |
| Cetera Advisors LLC | 5,963 | $2.81M | 0.04% | +1,372+29.9% | Added |
| Family Management Corp | 5,948 | $2.80M | 0.58% | +5,948 | New |
| Semmax Financial Advisors Inc. | 5,538 | $2.80M | 1.02% | +493+9.8% | Added |
| Toroso Investments, LLC | 5,919 | $2.79M | 0.07% | −434−6.8% | Reduced |
| World Equity Group, Inc. | 5,912 | $2.79M | 0.56% | −1,310−18.1% | Reduced |
| Chemistry Wealth Management LLC | 5,877 | $2.77M | 0.84% | +175+3.1% | Added |
| James Investment Research Inc | 5,778 | $2.72M | 0.34% | −561−8.8% | Reduced |
| Oppenheimer & Co Inc | 5,716 | $2.70M | 0.05% | −154−2.6% | Reduced |
| Pinkerton Retirement Specialists, LLC | 5,699 | $2.69M | 0.52% | −822−12.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 5,671 | $2.67M | 0.68% | +650+12.9% | Added |
| D.A. Davidson & Co. | 5,657 | $2.67M | 0.03% | +69+1.2% | Added |
| Voya Financial Advisors, Inc. | 5,627 | $2.64M | 0.32% | −422−7.0% | Reduced |