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 |
|---|---|---|---|---|---|
| Aviva PLC | 460,496 | $238.8M | 0.79% | +21,006+4.8% | Added |
| State of Wisconsin Investment Board | 460,505 | $238.8M | 0.63% | +1,605+0.3% | Added |
| Bank of Montreal | 462,307 | $240.5M | 0.12% | +96,691+26.4% | Added |
| Focused Investors LLC | 481,900 | $249.9M | 7.83% | +21,350+4.6% | Added |
| Focused Investors Fund L P | 481,900 | $249.9M | 7.83% | +481,900 | New |
| Rhumbline Advisers | 495,617 | $257.0M | 0.25% | +8,102+1.7% | Added |
| Perpetual Ltd | 520,939 | $270.1M | 2.64% | +28,177+5.7% | Added |
| Envestnet Asset Management Inc | 528,368 | $274.0M | 0.10% | +47,050+9.8% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 529,632 | $274.6M | 4.18% | −159,400−23.1% | Reduced |
| Truist Financial Corp | 545,048 | $282.6M | 0.43% | +11,584+2.2% | Added |
| FIL Ltd | 548,555 | $284.4M | 0.28% | −76,588−12.3% | Reduced |
| Canada Pension Plan Investment Board | 568,365 | $294.7M | 0.31% | +183,139+47.5% | Added |
| Caisse de Depot Et Placement du Quebec | 608,894 | $315.7M | 0.76% | −208,051−25.5% | Reduced |
| Royal Bank of Canada | 611,976 | $317.3M | 0.08% | −79,710−11.5% | Reduced |
| 1832 Asset Management L.P. | 621,360 | $322.2M | 0.59% | +41,605+7.2% | Added |
| Russell Investments Group, Ltd. | 646,574 | $335.4M | 0.53% | +35,881+5.9% | Added |
| Swiss National Bank | 703,600 | $364.8M | 0.26% | −33,300−4.5% | Reduced |
| Millennium Management LLC | 714,506 | $370.5M | 0.31% | −43,481−5.7% | Reduced |
| UBS Group AG | 732,319 | $379.7M | 0.13% | +143,661+24.4% | Added |
| California Public Employees Retirement System | 767,648 | $398.1M | 0.28% | +39,746+5.5% | Added |
| Deutsche Bank AG | 770,314 | $399.4M | 0.19% | −131,636−14.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 807,186 | $418.6M | 0.39% | +83,990+11.6% | Added |
| HSBC Holdings PLC | 833,833 | $432.3M | 0.31% | +123,988+17.5% | Added |
| First Trust Advisors LP | 837,299 | $434.2M | 0.44% | +380,068+83.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 843,480 | $437.4M | 0.30% | +12,352+1.5% | Added |
| Voya Investment Management LLC | 866,328 | $449.1M | 0.44% | +91,198+11.8% | Added |
| Neuberger Berman Group LLC | 893,372 | $463.3M | 0.38% | +166,261+22.9% | Added |
| Ninety One UK Ltd | 904,136 | $468.8M | 1.32% | +45,965+5.4% | Added |
| Orbis Allan Gray Ltd | 959,154 | $497.4M | 2.98% | +57,548+6.4% | Added |
| Barclays PLC | 1,025,088 | $531.5M | 0.24% | −209,835−17.0% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 1,074,685 | $557.3M | 8.65% | −46,958−4.2% | Reduced |
| Franklin Resources Inc | 1,121,612 | $581.6M | 0.18% | −77,376−6.5% | Reduced |
| Veritas Asset Management LLP | 1,159,979 | $601.5M | 4.36% | −11,946−1.0% | Reduced |
| Newport Trust Co | 1,179,176 | $611.4M | 1.66% | −31,343−2.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,247,265 | $646.8M | 2.35% | +328,504+35.8% | Added |
| EdgePoint Investment Group Inc. | 1,253,681 | $650.1M | 5.18% | +107,563+9.4% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,271,916 | $659.5M | 2.22% | −95,516−7.0% | Reduced |
| Amundi | 1,363,482 | $715.4M | 0.31% | −4,262−0.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 1,500,539 | $778.1M | 2.60% | −113,791−7.0% | Reduced |
| Nordea Investment Management AB | 1,497,514 | $779.5M | 0.92% | −134,609−8.2% | Reduced |
| Massachusetts Financial Services Co | 1,538,796 | $797.9M | 0.24% | +548,168+55.3% | Added |
| Charles Schwab Investment Management Inc | 1,565,652 | $811.9M | 0.19% | +36,797+2.4% | Added |
| Eagle Capital Management LLC | 1,566,236 | $812.2M | 3.14% | −44,233−2.7% | Reduced |
| Brave Warrior Advisors, LLC | 1,645,837 | $853.4M | 17.85% | −110,816−6.3% | Reduced |
| UBS Asset Management Americas Inc | 1,669,062 | $865.5M | 0.31% | −38,282−2.2% | Reduced |
| Schroder Investment Management Group | 1,706,870 | $885.1M | 1.04% | +213,472+14.3% | Added |
| Bank of New York Mellon Corp | 1,710,144 | $886.8M | 0.17% | −100,518−5.6% | Reduced |
| First Eagle Investment Management, LLC | 1,782,575 | $924.3M | 2.10% | +4,088+0.2% | Added |
| Legal & General Group Plc | 1,804,560 | $935.7M | 0.27% | −13,884−0.8% | Reduced |
| Dimensional Fund Advisors LP | 1,843,679 | $956.0M | 0.26% | −17,044−0.9% | Reduced |
| Goldman Sachs Group Inc | 1,863,868 | $966.5M | 0.20% | −274,047−12.8% | Reduced |
| Manufacturers Life Insurance Company, The | 2,030,190 | $1.05B | 0.98% | +166,589+8.9% | Added |
| Invesco Ltd. | 2,037,260 | $1.06B | 0.23% | +101,406+5.2% | Added |
| Bank of America Corp | 2,090,040 | $1.08B | 0.11% | +542,185+35.0% | Added |
| Northern Trust Corp | 2,211,381 | $1.15B | 0.20% | −114,177−4.9% | Reduced |
| JPMorgan Chase & Co | 2,296,703 | $1.19B | 0.11% | +27,330+1.2% | Added |
| Artisan Partners Limited Partnership | 2,372,269 | $1.23B | 1.79% | +59,616+2.6% | Added |
| Nuveen Asset Management, LLC | 2,695,396 | $1.40B | 0.41% | −198,606−6.9% | Reduced |
| Norges Bank | 2,719,804 | $1.41B | 0.22% | −137,592−4.8% | Reduced |
| Baillie Gifford & Co | 2,914,855 | $1.51B | 1.18% | −173,049−5.6% | Reduced |
| Morgan Stanley | 2,953,844 | $1.53B | 0.12% | +50,159+1.7% | Added |
| Alliancebernstein L.P. | 3,000,754 | $1.56B | 0.55% | −305,243−9.2% | Reduced |
| Capital International Investors | 3,498,511 | $1.81B | 0.37% | +123,802+3.7% | Added |
| Ameriprise Financial Inc | 3,601,675 | $1.87B | 0.51% | −110,132−3.0% | Reduced |
| FMR LLC | 4,053,308 | $2.10B | 0.14% | +87,322+2.2% | Added |
| Wellington Management Group LLP | 4,499,629 | $2.33B | 0.41% | −1,410,763−23.9% | Reduced |
| Sanders Capital, LLC | 4,507,197 | $2.34B | 3.90% | +49,211+1.1% | Added |
| Geode Capital Management, LLC | 4,694,885 | $2.43B | 0.22% | +177,156+3.9% | Added |
| State Street Corp | 10,479,761 | $5.43B | 0.24% | +70,144+0.7% | Added |
| Price T Rowe Associates Inc | 11,720,260 | $6.08B | 0.74% | −203,333−1.7% | Reduced |
| BlackRock Inc. | 20,920,696 | $10.8B | 0.25% | −109,903−0.5% | Reduced |
| Vanguard Group Inc | 21,231,709 | $11.0B | 0.22% | +4,5190.0% | Added |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −129,483−100.0% | Sold out |
| Atalanta Sosnoff Capital, LLC | 0 | $0 | 0.00% | −103,606−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −58,200−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −47,038−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −40,054−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −39,700−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −35,200−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −32,419−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −29,704−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −27,886−100.0% | Sold out |
| Callodine Capital Management, LP | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −15,985−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −15,443−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −10,205−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,036−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −9,178−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −7,260−100.0% | Sold out |
| Elevatus Welath Management | 0 | $0 | 0.00% | −6,769−100.0% | Sold out |
| Pegasus Asset Management, Inc. | 0 | $0 | 0.00% | −6,656−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −5,963−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −5,396−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −4,740−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −4,417−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −3,763−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −3,735−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,717−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −3,593−100.0% | Sold out |