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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 23,209 | $12.0M | 0.15% | +13,578+141.0% | Added |
| Clough Capital Partners L P | 23,314 | $12.1M | 1.33% | +19,115+455.2% | Added |
| CIBC World Markets Corp | 23,528 | $12.2M | 0.08% | −55,865−70.4% | Reduced |
| First Citizens Bank & Trust Co | 23,572 | $12.2M | 0.23% | +5,468+30.2% | Added |
| Unison Asset Management LLC | 23,896 | $12.4M | 6.49% | −199−0.8% | Reduced |
| Modera Wealth Management, LLC | 24,089 | $12.5M | 0.19% | +380+1.6% | Added |
| Calamos Advisors LLC | 24,160 | $12.5M | 0.06% | +132+0.5% | Added |
| Fifth Third Bancorp | 24,187 | $12.5M | 0.05% | −2,097−8.0% | Reduced |
| Rafferty Asset Management, LLC | 24,254 | $12.6M | 0.05% | +338+1.4% | Added |
| Simplicity Wealth,LLC | 24,291 | $12.6M | 0.30% | +24,291 | New |
| Bleakley Financial Group, LLC | 24,308 | $12.6M | 0.36% | +19,850+445.3% | Added |
| Impax Asset Management Group plc | 24,634 | $12.8M | 0.05% | −1,616−6.2% | Reduced |
| Chartwell Investment Partners, LLC | 24,968 | $12.9M | 0.45% | +2,288+10.1% | Added |
| Guardian Point Capital, LP | 25,000 | $13.0M | 6.62% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 26,227 | $13.0M | 1.78% | +24,050+1,104.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,377 | $13.2M | 0.16% | +773+3.1% | Added |
| South Dakota Investment Council | 25,475 | $13.2M | 0.27% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 25,498 | $13.2M | 0.07% | +2,953+13.1% | Added |
| Tamar Securities, LLC | 25,649 | $13.3M | 2.25% | +568+2.3% | Added |
| Lawson Kroeker Investment Management Inc | 27,297 | $14.2M | 2.68% | +130.0% | Added |
| Formuepleje A/S | 27,844 | $14.4M | 0.82% | +14,878+114.7% | Added |
| Nissay Asset Management Corp | 27,848 | $14.4M | 0.10% | +434+1.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 27,901 | $14.5M | 0.06% | +4,271+18.1% | Added |
| North Growth Management Ltd. | 28,000 | $14.5M | 2.77% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 28,147 | $14.6M | 0.10% | +1,020+3.8% | Added |
| Creative Planning | 28,255 | $14.7M | 0.02% | +1,442+5.4% | Added |
| Janney Montgomery Scott LLC | 28,453 | $14.8M | 0.04% | +1,519+5.6% | Added |
| Smith, Salley & Associates | 28,511 | $14.8M | 1.15% | −3,476−10.9% | Reduced |
| Investment Management Corp of Ontario | 28,893 | $15.0M | 0.45% | +183+0.6% | Added |
| National Bank of Canada | 28,078 | $15.1M | 0.03% | +1,294+4.8% | Added |
| Chiron Investment Management, LLC | 29,393 | $15.2M | 6.61% | −11,176−27.5% | Reduced |
| Jefferies Financial Group Inc. | 30,259 | $15.7M | 0.32% | +6,467+27.2% | Added |
| Gabelli Funds LLC | 30,300 | $15.7M | 0.12% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 30,493 | $15.8M | 0.27% | −26,266−46.3% | Reduced |
| Capital Fund Management S.A. | 30,499 | $15.8M | 0.19% | +8,856+40.9% | Added |
| Washington Trust Bank | 30,549 | $15.8M | 1.51% | −900−2.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 31,055 | $16.1M | 1.09% | +3,124+11.2% | Added |
| Redmile Group, LLC | 31,223 | $16.2M | 0.59% | +8,144+35.3% | Added |
| Prudential PLC | 31,279 | $16.2M | 0.13% | +15,062+92.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 31,289 | $16.2M | 0.06% | +3,524+12.7% | Added |
| NorthCrest Asset Manangement, LLC | 31,695 | $16.4M | 0.56% | −6,569−17.2% | Reduced |
| Trajan Wealth LLC | 32,179 | $16.7M | 1.13% | +32,179 | New |
| Acadian Asset Management LLC | 32,453 | $16.8M | 0.06% | −22,218−40.6% | Reduced |
| SG Americas Securities, LLC | 32,584 | $16.9M | 0.09% | +23,649+264.7% | Added |
| FineMark National Bank & Trust | 32,646 | $16.9M | 0.63% | +503+1.6% | Added |
| Summit Global Investments | 32,748 | $17.0M | 1.26% | −8,476−20.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 32,906 | $17.1M | 0.19% | +1,640+5.2% | Added |
| Schonfeld Strategic Advisors LLC | 32,996 | $17.1M | 0.13% | −9,361−22.1% | Reduced |
| Public Employees Retirement Association of Colorado | 33,174 | $17.2M | 0.07% | −1,749−5.0% | Reduced |
| CIBC Asset Management Inc | 33,426 | $17.3M | 0.06% | +1,008+3.1% | Added |
| Mutual of America Capital Management LLC | 33,585 | $17.4M | 0.19% | +2,067+6.6% | Added |
| Empowered Funds, LLC | 33,831 | $17.5M | 0.32% | +26,733+376.6% | Added |
| Sector Gamma AS | 34,297 | $17.8M | 5.01% | +6,490+23.3% | Added |
| ProShare Advisors LLC | 34,481 | $17.9M | 0.05% | −851−2.4% | Reduced |
| CBOE Vest Financial, LLC | 34,833 | $18.1M | 0.48% | +7,049+25.4% | Added |
| Edmond de Rothschild Holding S.A. | 34,839 | $18.1M | 0.30% | −9,019−20.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 35,300 | $18.3M | 0.06% | −48,273−57.8% | Reduced |
| Boston Private Wealth LLC | 35,395 | $18.4M | 0.41% | −2,820−7.4% | Reduced |
| Capital International Inc | 35,592 | $18.5M | 0.25% | +2,960+9.1% | Added |
| New York Life Investment Management LLC | 36,067 | $18.7M | 0.19% | −1,201−3.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 37,275 | $19.3M | 0.21% | −3,185−7.9% | Reduced |
| Captrust Financial Advisors | 38,136 | $19.8M | 0.07% | −18,623−32.8% | Reduced |
| Cresset Asset Management, LLC | 38,307 | $19.9M | 0.10% | +1,246+3.4% | Added |
| Whittier Trust Co of Nevada Inc | 38,653 | $20.0M | 0.57% | +1,368+3.7% | Added |
| Jane Street Group, LLC | 38,825 | $20.1M | 0.03% | −6,859−15.0% | Reduced |
| Parkwood LLC | 39,381 | $20.4M | 2.15% | +3,180+8.8% | Added |
| Hyperion Capital Advisors LP | 39,509 | $20.5M | 9.66% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 39,610 | $20.5M | 0.05% | −21,109−34.8% | Reduced |
| Iridian Asset Management LLC | 39,710 | $20.6M | 4.04% | −4,706−10.6% | Reduced |
| Hallmark Capital Management Inc | 39,953 | $20.7M | 1.56% | −1,692−4.1% | Reduced |
| ABN AMRO Bank N.V. | 39,897 | $20.7M | 0.31% | −767−1.9% | Reduced |
| Verition Fund Management LLC | 40,225 | $20.9M | 0.20% | −116,167−74.3% | Reduced |
| Banco Santander, S.A. | 40,254 | $20.9M | 0.25% | −4,989−11.0% | Reduced |
| Illinois Municipal Retirement Fund | 40,356 | $20.9M | 0.32% | −2,410−5.6% | Reduced |
| APG Asset Management US Inc. | 40,750 | $21.0M | 0.12% | +9,765+31.5% | Added |
| Ninety One SA (PTY) Ltd | 40,521 | $21.0M | 3.03% | +372+0.9% | Added |
| Yousif Capital Management, LLC | 40,950 | $21.2M | 0.24% | −838−2.0% | Reduced |
| Utah Retirement Systems | 41,188 | $21.4M | 0.25% | +68+0.2% | Added |
| Czech National Bank | 41,341 | $21.4M | 0.28% | +183+0.4% | Added |
| Foundry Partners, LLC | 41,436 | $21.5M | 1.15% | +1,265+3.1% | Added |
| Pathstone Holdings, LLC | 41,622 | $21.6M | 0.10% | +3,858+10.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 41,893 | $21.7M | 2.70% | +264+0.6% | Added |
| LSV Asset Management | 41,900 | $21.7M | 0.04% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 42,048 | $21.8M | 1.38% | +23,668+128.8% | Added |
| Stanley Capital Management, LLC | 42,100 | $21.8M | 5.43% | +5,000+13.5% | Added |
| South State Corp. | 42,127 | $21.8M | 1.70% | +226+0.5% | Added |
| Achmea Investment Management B.V. | 43,210 | $22.4M | 0.43% | −2,735−6.0% | Reduced |
| Varma Mutual Pension Insurance Co | 43,700 | $22.7M | 0.20% | +43,700 | New |
| Auxier Asset Management | 43,734 | $22.7M | 3.45% | −2,350−5.1% | Reduced |
| Xponance, Inc. | 44,180 | $22.9M | 0.24% | +6,294+16.6% | Added |
| GCM Grosvenor Holdings, LLC | 45,289 | $23.5M | 3.58% | 00.0% | Unchanged |
| Huntington National Bank | 47,842 | $24.8M | 0.20% | −31,599−39.8% | Reduced |
| Crossmark Global Holdings, Inc. | 48,298 | $25.0M | 0.48% | −1,957−3.9% | Reduced |
| Federated Hermes, Inc. | 48,306 | $25.0M | 0.06% | +5,644+13.2% | Added |
| Pinebridge Investments, L.P. | 48,562 | $25.2M | 0.20% | −16,912−25.8% | Reduced |
| Texas Permanent School Fund | 48,571 | $25.2M | 0.20% | +56+0.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 48,712 | $25.3M | 0.28% | +3,400+7.5% | Added |
| IFM Investors Pty Ltd | 49,048 | $25.4M | 0.28% | −380−0.8% | Reduced |
| Amalgamated Bank | 49,051 | $25.4M | 0.22% | −8,527−14.8% | Reduced |
| Commonwealth Equity Services, LLC | 49,228 | $25.5M | 0.04% | −6,034−10.9% | Reduced |