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 | 1,703 | $107.2B |
| Q2 2024 | 1,713 | $112.7B |
| Q1 2024 | 1,673 | $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 | 1,551 | $108.8B |
| Q3 2022 | 1,449 | $97.0B |
| Q2 2022 | 1,444 | $103.2B |
| Q1 2022 | 1,424 | $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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 299,571 | $155.4M | 0.31% | −13,233−4.2% | Reduced |
| Junto Capital Management LP | 299,388 | $155.2M | 3.44% | +299,388 | New |
| Findlay Park Partners LLP | 294,351 | $152.6M | 1.40% | −5,000−1.7% | Reduced |
| Close Asset Management Ltd | 291,762 | $151.2M | 5.52% | +291,762 | New |
| Danica Pension, Livsforsikringsaktieselskab | 291,494 | $151.2M | 3.36% | +291,494 | New |
| AQR Capital Management LLC | 291,109 | $151.0M | 0.26% | −1,820−0.6% | Reduced |
| Locust Wood Capital Advisers, LLC | 289,814 | $150.3M | 5.92% | +3,745+1.3% | Added |
| KBC Group NV | 284,085 | $147.3M | 0.47% | +35,709+14.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 280,555 | $145.5M | 0.20% | +48,195+20.7% | Added |
| Standard Life Aberdeen plc | 279,921 | $145.2M | 0.28% | +1,524+0.5% | Added |
| Adage Capital Partners GP, L.L.C. | 273,976 | $142.1M | 0.27% | +105,109+62.2% | Added |
| TD Asset Management Inc | 267,061 | $138.5M | 0.13% | −10,171−3.7% | Reduced |
| Raymond James & Associates | 263,805 | $136.8M | 0.09% | +14,161+5.7% | Added |
| Citigroup Inc | 263,757 | $136.8M | 0.15% | +7,918+3.1% | Added |
| Principal Financial Group Inc | 263,485 | $136.6M | 0.08% | +1,041+0.4% | Added |
| Morningstar Investment Services LLC | 252,496 | $131.3M | 1.44% | −257,978−50.5% | Reduced |
| Railway Pension Investments Ltd | 250,527 | $129.9M | 1.26% | +2,300+0.9% | Added |
| Royal London Asset Management Ltd | 246,901 | $128.0M | 0.32% | +14,381+6.2% | Added |
| Davenport & Co LLC | 244,575 | $126.9M | 0.79% | −4,382−1.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 240,028 | $124.5M | 0.27% | −17,802−6.9% | Reduced |
| Eminence Capital, LP | 238,724 | $123.8M | 2.27% | +72,823+43.9% | Added |
| State Board of Administration of Florida Retirement System | 262,653 | $120.8M | 0.28% | +10,639+4.2% | Added |
| New York State Teachers Retirement System | 232,510 | $120.6M | 0.25% | −7,553−3.1% | Reduced |
| Assenagon Asset Management S.A. | 225,746 | $117.1M | 0.31% | −85,797−27.5% | Reduced |
| Danske Bank A/S | 225,092 | $116.7M | 0.37% | +225,092 | New |
| Clearbridge Investments, LLC | 220,418 | $114.3M | 0.09% | −26,895−10.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 217,154 | $112.6M | 0.39% | +15,401+7.6% | Added |
| Pictet Asset Management Holding SA | 216,203 | $112.1M | 0.12% | +31,912+17.3% | Added |
| Korea Investment CORP | 212,062 | $110.0M | 0.28% | −23,377−9.9% | Reduced |
| Saturna Capital CORP | 209,879 | $108.8M | 1.50% | +25,000+13.5% | Added |
| STRS Ohio | 204,009 | $105.8M | 0.42% | −51,678−20.2% | Reduced |
| Pzena Investment Management LLC | 193,219 | $100.2M | 0.34% | −331−0.2% | Reduced |
| Coronation Fund Managers Ltd. | 189,192 | $98.1M | 2.67% | +20,290+12.0% | Added |
| APG Asset Management N.V. | 202,911 | $97.4M | 0.17% | −12,364−5.7% | Reduced |
| Stifel Financial Corp | 187,369 | $97.2M | 0.11% | +13,277+7.6% | Added |
| Storebrand Asset Management AS | 183,398 | $95.1M | 0.32% | +26,436+16.8% | Added |
| Commerce Bank | 177,364 | $92.0M | 0.61% | +654+0.4% | Added |
| Glenview Capital Management, LLC | 174,229 | $90.3M | 1.76% | +136,320+359.6% | Added |
| Natixis Advisors, L.P. | 171,932 | $89.2M | 0.20% | +11,209+7.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 170,800 | $88.6M | 0.43% | −16,365−8.7% | Reduced |
| OrbiMed Advisors LLC | 168,100 | $87.2M | 1.71% | +26,600+18.8% | Added |
| Victory Capital Management Inc | 167,809 | $87.0M | 0.08% | −19,597−10.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 166,095 | $86.1M | 0.23% | −164,154−49.7% | Reduced |
| Steadfast Capital Management LP | 162,426 | $84.2M | 1.91% | −94,058−36.7% | Reduced |
| LPL Financial LLC | 159,031 | $82.5M | 0.04% | +23,216+17.1% | Added |
| Cornerstone Investment Partners, LLC | 155,969 | $80.9M | 3.94% | +2,791+1.8% | Added |
| Sound Shore Management Inc | 154,643 | $80.2M | 2.51% | +4,713+3.1% | Added |
| Brandywine Global Investment Management, LLC | 154,270 | $80.0M | 0.58% | −1,265−0.8% | Reduced |
| Wishbone Management, LP | 153,000 | $79.3M | 28.05% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 145,600 | $75.5M | 0.26% | −27,210−15.7% | Reduced |
| Lazard Asset Management LLC | 142,757 | $74.0M | 0.09% | +15,586+12.3% | Added |
| Swedbank AB | 142,283 | $73.8M | 0.10% | +6,764+5.0% | Added |
| Toronto Dominion Bank | 141,825 | $73.5M | 0.12% | −17,323−10.9% | Reduced |
| Axiom Investors LLC | 138,350 | $71.7M | 0.65% | −16,334−10.6% | Reduced |
| Glenmede Trust Co NA | 134,853 | $69.9M | 0.35% | −24,851−15.6% | Reduced |
| McDonald Capital Investors Inc | 134,438 | $69.7M | 4.36% | −2,055−1.5% | Reduced |
| State of New Jersey Common Pension Fund D | 133,227 | $69.1M | 0.21% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 130,993 | $68.0M | 0.26% | +1,300+1.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 130,776 | $67.8M | 0.22% | −1,131−0.9% | Reduced |
| Cooperman Leon G | 130,000 | $67.4M | 2.81% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 128,645 | $66.7M | 0.43% | +34,946+37.3% | Added |
| CDAM (UK) Ltd | 128,000 | $66.4M | 8.26% | +128,000 | New |
| Voloridge Investment Management, LLC | 124,462 | $64.5M | 0.24% | +60,909+95.8% | Added |
| Public Employees Retirement System of Ohio | 119,462 | $61.9M | 0.24% | −8,439−6.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 117,294 | $60.8M | 0.06% | −456−0.4% | Reduced |
| 140 Summer Partners LP | 115,359 | $59.8M | 7.46% | +41,150+55.5% | Added |
| MIG Capital, LLC | 112,934 | $58.6M | 8.14% | 00.0% | Unchanged |
| Hosking Partners LLP | 112,414 | $58.3M | 2.15% | −338−0.3% | Reduced |
| SEI Investments Co | 112,359 | $58.3M | 0.09% | +5,145+4.8% | Added |
| Treasurer of the State of North Carolina | 112,110 | $58.1M | 0.26% | −2,179−1.9% | Reduced |
| Polar Capital Holdings Plc | 109,202 | $56.6M | 0.34% | −9,794−8.2% | Reduced |
| Panagora Asset Management Inc | 107,996 | $56.0M | 0.29% | +23,447+27.7% | Added |
| Harvest Portfolios Group Inc. | 107,128 | $55.6M | 2.17% | +645+0.6% | Added |
| Woodley Farra Manion Portfolio Management Inc | 105,531 | $54.7M | 3.01% | +3,674+3.6% | Added |
| ZWJ Investment Counsel Inc | 105,084 | $54.5M | 2.48% | +2,477+2.4% | Added |
| Empire Life Investments Inc. | 103,607 | $53.7M | 3.30% | −3,274−3.1% | Reduced |
| Macquarie Group Ltd | 102,532 | $53.2M | 0.06% | −29,284−22.2% | Reduced |
| Triodos Investment Management BV | 99,830 | $51.8M | 4.68% | −3,600−3.5% | Reduced |
| Gateway Investment Advisers LLC | 99,744 | $51.7M | 0.59% | +94+0.1% | Added |
| Nisa Investment Advisors, LLC | 99,035 | $51.4M | 0.33% | +10,337+11.7% | Added |
| River Road Asset Management, LLC | 98,762 | $51.2M | 0.69% | +98,762 | New |
| Bellevue Group AG | 98,612 | $51.1M | 0.78% | −9,176−8.5% | Reduced |
| State of Tennessee, Treasury Department | 98,041 | $50.8M | 0.19% | +788+0.8% | Added |
| AXA S.A. | 96,015 | $49.8M | 0.15% | −95,828−50.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 95,000 | $49.3M | 0.36% | −16,800−15.0% | Reduced |
| American Century Companies Inc | 93,770 | $48.6M | 0.03% | −6,832−6.8% | Reduced |
| Whittier Trust Co | 93,746 | $48.6M | 0.71% | +1,476+1.6% | Added |
| Tredje AP-fonden | 92,714 | $48.1M | 0.50% | +482+0.5% | Added |
| Two Sigma Investments, LP | 91,291 | $47.3M | 0.12% | −91,117−50.0% | Reduced |
| HighTower Advisors, LLC | 90,674 | $47.1M | 0.08% | +1,952+2.2% | Added |
| Asset Management One Co.,Ltd. | 90,758 | $47.1M | 0.18% | −4,045−4.3% | Reduced |
| Natixis | 90,394 | $46.9M | 0.26% | −26,252−22.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 87,367 | $45.3M | 0.85% | +18,133+26.2% | Added |
| Seizert Capital Partners, LLC | 87,148 | $45.2M | 2.08% | +1,221+1.4% | Added |
| Parsifal Capital Management, LP | 87,108 | $45.2M | 3.12% | −6,392−6.8% | Reduced |
| Trillium Asset Management, LLC | 87,066 | $45.1M | 1.15% | +116+0.1% | Added |
| Allspring Global Investments Holdings, LLC | 85,708 | $44.4M | 0.07% | +2,926+3.5% | Added |
| Kames Capital plc | 85,532 | $44.3M | 0.66% | −5,703−6.3% | Reduced |
| Adviser Investments LLC | 84,585 | $43.9M | 0.59% | −4,636−5.2% | Reduced |
| Artemis Investment Management LLP | 83,757 | $43.4M | 0.56% | +11,627+16.1% | Added |