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, Q1 2024
Institutional positions in Elevance Health, Inc. as of Mar 31, 2024. 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
- 1,672
- +36 vs. Q4 2023
- Shares held
- 207.9M
- +419.1K (+0.2%) vs. Q4 2023
- Total value
- $107.7B
- +$9.84B (+10.1%) vs. Q4 2023
- New holders
- 159
- 672 more added
- Sold out
- 123
- 545 more reduced
24 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| New Mexico Educational Retirement Board | 11,846 | $6.14M | 0.22% | −500−4.0% | Reduced |
| Second Half Financial Partners, LLC | 11,864 | $6.15M | 2.74% | +5,899+98.9% | Added |
| Van Eck Associates Corp | 11,864 | $6.15M | 0.01% | +575+5.1% | Added |
| GWM Advisors LLC | 11,872 | $6.16M | 0.05% | −1,955−14.1% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11,906 | $6.17M | 0.22% | −6,681−35.9% | Reduced |
| Meritage Portfolio Management | 11,924 | $6.18M | 0.39% | −754−5.9% | Reduced |
| Cornerstone Advisors, LLC | 12,000 | $6.22M | 0.26% | +200+1.7% | Added |
| Westbourne Investment Advisors, Inc. | 12,049 | $6.25M | 2.30% | +121+1.0% | Added |
| Blair William & Co | 12,134 | $6.29M | 0.02% | +6,610+119.7% | Added |
| Private Advisor Group, LLC | 12,227 | $6.34M | 0.05% | −250−2.0% | Reduced |
| Keybank National Association | 12,233 | $6.34M | 0.03% | +1,055+9.4% | Added |
| Cary Street Partner Investment Advisory LLC | 12,420 | $6.44M | 0.27% | −123−1.0% | Reduced |
| Ostrum Asset Management | 12,474 | $6.47M | 0.51% | +523+4.4% | Added |
| Pacific Capital Partners Ltd | 12,500 | $6.48M | 4.24% | +500+4.2% | Added |
| BNP Paribas | 12,530 | $6.50M | 0.30% | +12,530 | New |
| HB Wealth Management, LLC | 12,575 | $6.52M | 0.08% | +864+7.4% | Added |
| Assetmark, Inc | 12,652 | $6.56M | 0.02% | −5,217−29.2% | Reduced |
| Logan Capital Management Inc | 12,793 | $6.63M | 0.28% | +104+0.8% | Added |
| Sienna Gestion | 12,913 | $6.70M | 0.61% | +12,913 | New |
| Kestra Advisory Services, LLC | 12,913 | $6.70M | 0.04% | +844+7.0% | Added |
| Groupama Asset Managment | 8,923 | $6.75M | 0.12% | −7,284−44.9% | Reduced |
| KCM Investment Advisors LLC | 13,294 | $6.89M | 0.25% | +173+1.3% | Added |
| Firetrail Investments Pty Ltd | 13,305 | $6.90M | 5.68% | +1,866+16.3% | Added |
| Citadel Advisors LLC | 13,565 | $7.03M | 0.01% | −362,901−96.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 13,594 | $7.05M | 1.73% | +979+7.8% | Added |
| Louisiana State Employees Retirement System | 13,700 | $7.10M | 0.14% | −500−3.5% | Reduced |
| McKinley Capital Management LLC /Delaware | 13,820 | $7.17M | 0.86% | 00.0% | Unchanged |
| CX Institutional | 13,829 | $7.17M | 0.35% | +5,105+58.5% | Added |
| Securian Asset Management, Inc | 13,839 | $7.18M | 0.21% | −1,074−7.2% | Reduced |
| MAI Capital Management | 13,891 | $7.20M | 0.08% | +5,506+65.7% | Added |
| Hyman Charles D | 13,928 | $7.22M | 0.40% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 14,001 | $7.26M | 0.03% | −400−2.8% | Reduced |
| River Wealth Advisors LLC | 14,389 | $7.46M | 1.08% | −311−2.1% | Reduced |
| Eversept Partners, LP | 14,393 | $7.46M | 0.56% | −701−4.6% | Reduced |
| Cinctive Capital Management LP | 14,433 | $7.48M | 0.39% | +7,858+119.5% | Added |
| GHP Investment Advisors, Inc. | 14,503 | $7.52M | 0.37% | +384+2.7% | Added |
| Longbow Finance SA | 14,591 | $7.57M | 0.77% | −17,439−54.4% | Reduced |
| Credit Agricole S A | 14,538 | $7.64M | 0.13% | +7,808+116.0% | Added |
| Vontobel Holding Ltd. | 14,835 | $7.69M | 0.06% | −333−2.2% | Reduced |
| TD Waterhouse Canada Inc. | 15,287 | $7.69M | 0.06% | +15,287 | New |
| Crake Asset Management LLP | 14,929 | $7.74M | 0.78% | −90,000−85.8% | Reduced |
| Leuthold Group, LLC | 15,118 | $7.84M | 0.88% | −87−0.6% | Reduced |
| Vestcor Inc | 15,134 | $7.85M | 0.27% | −1,320−8.0% | Reduced |
| Parkman Healthcare Partners LLC | 15,164 | $7.86M | 0.96% | +15,164 | New |
| Hartford Investment Management Co | 15,192 | $7.88M | 0.28% | −648−4.1% | Reduced |
| Siemens Fonds Invest GmbH | 15,244 | $7.90M | 0.61% | +497+3.4% | Added |
| GAM Holding AG | 15,569 | $8.07M | 0.58% | +65+0.4% | Added |
| Parus Finance (UK) Ltd | 15,634 | $8.11M | 3.05% | −1,221−7.2% | Reduced |
| Verdence Capital Advisors LLC | 15,838 | $8.21M | 0.75% | +47+0.3% | Added |
| Allianz SE | 15,845 | $8.22M | 0.26% | +15,845 | New |
| Summit Street Capital Management, LLC | 15,891 | $8.24M | 3.16% | +2,426+18.0% | Added |
| T. Rowe Price Investment Management, Inc. | 16,097 | $8.35M | 0.01% | +7,048+77.9% | Added |
| University of Texas/Texas Am Investment Managment Co | 16,162 | $8.38M | 0.99% | +16,162 | New |
| Moran Wealth Management, LLC | 16,204 | $8.40M | 0.27% | −946−5.5% | Reduced |
| Kingsview Wealth Management, LLC | 16,247 | $8.42M | 0.21% | +771+5.0% | Added |
| Bokf, NA | 16,635 | $8.58M | 0.16% | −4,746−22.2% | Reduced |
| Banque Pictet & Cie SA | 16,640 | $8.63M | 0.09% | −726−4.2% | Reduced |
| CIBC World Markets Inc. | 16,686 | $8.65M | 0.02% | +1,697+11.3% | Added |
| Steward Partners Investment Advisory, LLC | 16,786 | $8.70M | 0.10% | +12,209+266.7% | Added |
| Baird Financial Group, Inc. | 17,377 | $9.01M | 0.02% | +1,075+6.6% | Added |
| Intech Investment Management LLC | 17,680 | $9.17M | 0.13% | −46,587−72.5% | Reduced |
| SYSTM Wealth Solutions LLC | 17,733 | $9.20M | 1.16% | +3,131+21.4% | Added |
| Kentucky Retirement Systems | 17,843 | $9.25M | 0.28% | −956−5.1% | Reduced |
| Great Lakes Advisors, LLC | 17,844 | $9.25M | 0.08% | +1,683+10.4% | Added |
| Pacer Advisors, Inc. | 17,946 | $9.31M | 0.02% | +2,720+17.9% | Added |
| BlackBarn Capital Partners LP | 18,000 | $9.33M | 5.40% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 18,082 | $9.37M | 0.79% | +3,090+20.6% | Added |
| Swiss Life Asset Management Ltd | 18,074 | $9.37M | 0.13% | −32,865−64.5% | Reduced |
| Maryland State Retirement & Pension System | 18,614 | $9.48M | 0.19% | +158+0.9% | Added |
| Scotia Capital Inc. | 18,477 | $9.58M | 0.06% | +2,790+17.8% | Added |
| Sandy Spring Bank | 18,524 | $9.61M | 0.44% | −300−1.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 18,546 | $9.62M | 0.12% | +99+0.5% | Added |
| Greystone Financial Group, LLC | 18,606 | $9.65M | 1.93% | +7,440+66.6% | Added |
| Cumberland Partners Ltd | 18,607 | $9.65M | 0.70% | −10,867−36.9% | Reduced |
| Greatmark Investment Partners, Inc. | 18,805 | $9.75M | 1.39% | +315+1.7% | Added |
| Colony Group, LLC | 18,826 | $9.76M | 0.08% | +1,737+10.2% | Added |
| Ethic Inc. | 18,928 | $9.82M | 0.25% | −4,858−20.4% | Reduced |
| Gulf International Bank (UK) Ltd | 19,600 | $10.2M | 0.26% | +123+0.6% | Added |
| Foundations Investment Advisors, LLC | 19,656 | $10.2M | 0.27% | +3,380+20.8% | Added |
| Stephens Inc | 19,827 | $10.3M | 0.16% | +560+2.9% | Added |
| Atria Investments LLC | 19,898 | $10.3M | 0.14% | +765+4.0% | Added |
| LMCG Investments, LLC | 20,033 | $10.4M | 0.61% | −92−0.5% | Reduced |
| Oregon Public Employees Retirement Fund | 20,080 | $10.4M | 0.21% | −12,432−38.2% | Reduced |
| Geneos Wealth Management Inc. | 20,566 | $10.7M | 0.49% | +545+2.7% | Added |
| ProVise Management Group, LLC | 20,769 | $10.8M | 0.93% | +1,805+9.5% | Added |
| Capital Analysts, LLC | 20,949 | $10.9M | 0.51% | +83+0.4% | Added |
| Cullen/Frost Bankers, Inc. | 21,013 | $10.9M | 0.16% | −210−1.0% | Reduced |
| Elo Mutual Pension Insurance Co | 21,469 | $11.1M | 0.26% | +895+4.4% | Added |
| Hardman Johnston Global Advisors LLC | 21,542 | $11.2M | 0.39% | −1,208−5.3% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 21,600 | $11.2M | 0.14% | 00.0% | Unchanged |
| National Philanthropic Trust | 21,689 | $11.2M | 0.25% | −90.0% | Reduced |
| Diversified Trust Co | 21,744 | $11.3M | 0.34% | +1,348+6.6% | Added |
| Guggenheim Capital LLC | 21,787 | $11.3M | 0.08% | +7,859+56.4% | Added |
| JustInvest LLC | 21,880 | $11.3M | 0.24% | +2,185+11.1% | Added |
| Unisphere Establishment | 22,200 | $11.5M | 0.12% | 00.0% | Unchanged |
| FORA Capital, LLC | 22,686 | $11.8M | 0.97% | +6,229+37.9% | Added |
| Punch & Associates Investment Management, Inc. | 22,754 | $11.8M | 0.67% | −1,248−5.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 22,864 | $11.9M | 0.27% | −2,296−9.1% | Reduced |
| Dana Investment Advisors, Inc. | 23,073 | $12.0M | 0.40% | +9,954+75.9% | Added |
| First American Trust, FSB | 23,197 | $12.0M | 1.26% | +2,751+13.5% | Added |