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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 40,225 | $20.9M | 0.20% | −116,167−74.3% | Reduced |
| ABN AMRO Bank N.V. | 39,897 | $20.7M | 0.31% | −767−1.9% | Reduced |
| Hallmark Capital Management Inc | 39,953 | $20.7M | 1.56% | −1,692−4.1% | Reduced |
| Iridian Asset Management LLC | 39,710 | $20.6M | 4.04% | −4,706−10.6% | Reduced |
| Advisor Group Holdings, Inc. | 39,610 | $20.5M | 0.05% | −21,109−34.8% | Reduced |
| Hyperion Capital Advisors LP | 39,509 | $20.5M | 9.66% | 00.0% | Unchanged |
| Parkwood LLC | 39,381 | $20.4M | 2.15% | +3,180+8.8% | Added |
| Jane Street Group, LLC | 38,825 | $20.1M | 0.03% | −6,859−15.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 38,653 | $20.0M | 0.57% | +1,368+3.7% | Added |
| Cresset Asset Management, LLC | 38,307 | $19.9M | 0.10% | +1,246+3.4% | Added |
| Captrust Financial Advisors | 38,136 | $19.8M | 0.07% | −18,623−32.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 37,275 | $19.3M | 0.21% | −3,185−7.9% | Reduced |
| New York Life Investment Management LLC | 36,067 | $18.7M | 0.19% | −1,201−3.2% | Reduced |
| Capital International Inc | 35,592 | $18.5M | 0.25% | +2,960+9.1% | Added |
| Boston Private Wealth LLC | 35,395 | $18.4M | 0.41% | −2,820−7.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 35,300 | $18.3M | 0.06% | −48,273−57.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 34,839 | $18.1M | 0.30% | −9,019−20.6% | Reduced |
| CBOE Vest Financial, LLC | 34,833 | $18.1M | 0.48% | +7,049+25.4% | Added |
| ProShare Advisors LLC | 34,481 | $17.9M | 0.05% | −851−2.4% | Reduced |
| Sector Gamma AS | 34,297 | $17.8M | 5.01% | +6,490+23.3% | Added |
| Empowered Funds, LLC | 33,831 | $17.5M | 0.32% | +26,733+376.6% | Added |
| Mutual of America Capital Management LLC | 33,585 | $17.4M | 0.19% | +2,067+6.6% | Added |
| CIBC Asset Management Inc | 33,426 | $17.3M | 0.06% | +1,008+3.1% | Added |
| Public Employees Retirement Association of Colorado | 33,174 | $17.2M | 0.07% | −1,749−5.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 32,996 | $17.1M | 0.13% | −9,361−22.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 32,906 | $17.1M | 0.19% | +1,640+5.2% | Added |
| Summit Global Investments | 32,748 | $17.0M | 1.26% | −8,476−20.6% | Reduced |
| FineMark National Bank & Trust | 32,646 | $16.9M | 0.63% | +503+1.6% | Added |
| SG Americas Securities, LLC | 32,584 | $16.9M | 0.09% | +23,649+264.7% | Added |
| Acadian Asset Management LLC | 32,453 | $16.8M | 0.06% | −22,218−40.6% | Reduced |
| Trajan Wealth LLC | 32,179 | $16.7M | 1.13% | +32,179 | New |
| NorthCrest Asset Manangement, LLC | 31,695 | $16.4M | 0.56% | −6,569−17.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 31,289 | $16.2M | 0.06% | +3,524+12.7% | Added |
| Prudential PLC | 31,279 | $16.2M | 0.13% | +15,062+92.9% | Added |
| Redmile Group, LLC | 31,223 | $16.2M | 0.59% | +8,144+35.3% | Added |
| Lowe Brockenbrough & Co Inc | 31,055 | $16.1M | 1.09% | +3,124+11.2% | Added |
| Washington Trust Bank | 30,549 | $15.8M | 1.51% | −900−2.9% | Reduced |
| Capital Fund Management S.A. | 30,499 | $15.8M | 0.19% | +8,856+40.9% | Added |
| Abn Amro Investment Solutions | 30,493 | $15.8M | 0.27% | −26,266−46.3% | Reduced |
| Gabelli Funds LLC | 30,300 | $15.7M | 0.12% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 30,259 | $15.7M | 0.32% | +6,467+27.2% | Added |
| Chiron Investment Management, LLC | 29,393 | $15.2M | 6.61% | −11,176−27.5% | Reduced |
| National Bank of Canada | 28,078 | $15.1M | 0.03% | +1,294+4.8% | Added |
| Investment Management Corp of Ontario | 28,893 | $15.0M | 0.45% | +183+0.6% | Added |
| Smith, Salley & Associates | 28,511 | $14.8M | 1.15% | −3,476−10.9% | Reduced |
| Janney Montgomery Scott LLC | 28,453 | $14.8M | 0.04% | +1,519+5.6% | Added |
| Creative Planning | 28,255 | $14.7M | 0.02% | +1,442+5.4% | Added |
| British Columbia Investment Management Corp | 28,147 | $14.6M | 0.10% | +1,020+3.8% | Added |
| North Growth Management Ltd. | 28,000 | $14.5M | 2.77% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 27,901 | $14.5M | 0.06% | +4,271+18.1% | Added |
| Nissay Asset Management Corp | 27,848 | $14.4M | 0.10% | +434+1.6% | Added |
| Formuepleje A/S | 27,844 | $14.4M | 0.82% | +14,878+114.7% | Added |
| Lawson Kroeker Investment Management Inc | 27,297 | $14.2M | 2.68% | +130.0% | Added |
| Tamar Securities, LLC | 25,649 | $13.3M | 2.25% | +568+2.3% | Added |
| Daiwa Securities Group Inc. | 25,498 | $13.2M | 0.07% | +2,953+13.1% | Added |
| South Dakota Investment Council | 25,475 | $13.2M | 0.27% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,377 | $13.2M | 0.16% | +773+3.1% | Added |
| Barlow Wealth Partners, Inc. | 26,227 | $13.0M | 1.78% | +24,050+1,104.7% | Added |
| Guardian Point Capital, LP | 25,000 | $13.0M | 6.62% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 24,968 | $12.9M | 0.45% | +2,288+10.1% | Added |
| Impax Asset Management Group plc | 24,634 | $12.8M | 0.05% | −1,616−6.2% | Reduced |
| Bleakley Financial Group, LLC | 24,308 | $12.6M | 0.36% | +19,850+445.3% | Added |
| Simplicity Wealth,LLC | 24,291 | $12.6M | 0.30% | +24,291 | New |
| Rafferty Asset Management, LLC | 24,254 | $12.6M | 0.05% | +338+1.4% | Added |
| Fifth Third Bancorp | 24,187 | $12.5M | 0.05% | −2,097−8.0% | Reduced |
| Calamos Advisors LLC | 24,160 | $12.5M | 0.06% | +132+0.5% | Added |
| Modera Wealth Management, LLC | 24,089 | $12.5M | 0.19% | +380+1.6% | Added |
| Unison Asset Management LLC | 23,896 | $12.4M | 6.49% | −199−0.8% | Reduced |
| First Citizens Bank & Trust Co | 23,572 | $12.2M | 0.23% | +5,468+30.2% | Added |
| CIBC World Markets Corp | 23,528 | $12.2M | 0.08% | −55,865−70.4% | Reduced |
| Clough Capital Partners L P | 23,314 | $12.1M | 1.33% | +19,115+455.2% | Added |
| ExodusPoint Capital Management, LP | 23,209 | $12.0M | 0.15% | +13,578+141.0% | Added |
| First American Trust, FSB | 23,197 | $12.0M | 1.26% | +2,751+13.5% | Added |
| Dana Investment Advisors, Inc. | 23,073 | $12.0M | 0.40% | +9,954+75.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 22,864 | $11.9M | 0.27% | −2,296−9.1% | Reduced |
| Punch & Associates Investment Management, Inc. | 22,754 | $11.8M | 0.67% | −1,248−5.2% | Reduced |
| FORA Capital, LLC | 22,686 | $11.8M | 0.97% | +6,229+37.9% | Added |
| Unisphere Establishment | 22,200 | $11.5M | 0.12% | 00.0% | Unchanged |
| JustInvest LLC | 21,880 | $11.3M | 0.24% | +2,185+11.1% | Added |
| Guggenheim Capital LLC | 21,787 | $11.3M | 0.08% | +7,859+56.4% | Added |
| Diversified Trust Co | 21,744 | $11.3M | 0.34% | +1,348+6.6% | Added |
| National Philanthropic Trust | 21,689 | $11.2M | 0.25% | −90.0% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 21,600 | $11.2M | 0.14% | 00.0% | Unchanged |
| Hardman Johnston Global Advisors LLC | 21,542 | $11.2M | 0.39% | −1,208−5.3% | Reduced |
| Elo Mutual Pension Insurance Co | 21,469 | $11.1M | 0.26% | +895+4.4% | Added |
| Cullen/Frost Bankers, Inc. | 21,013 | $10.9M | 0.16% | −210−1.0% | Reduced |
| Capital Analysts, LLC | 20,949 | $10.9M | 0.51% | +83+0.4% | Added |
| ProVise Management Group, LLC | 20,769 | $10.8M | 0.93% | +1,805+9.5% | Added |
| Geneos Wealth Management Inc. | 20,566 | $10.7M | 0.49% | +545+2.7% | Added |
| Oregon Public Employees Retirement Fund | 20,080 | $10.4M | 0.21% | −12,432−38.2% | Reduced |
| LMCG Investments, LLC | 20,033 | $10.4M | 0.61% | −92−0.5% | Reduced |
| Atria Investments LLC | 19,898 | $10.3M | 0.14% | +765+4.0% | Added |
| Stephens Inc | 19,827 | $10.3M | 0.16% | +560+2.9% | Added |
| Foundations Investment Advisors, LLC | 19,656 | $10.2M | 0.27% | +3,380+20.8% | Added |
| Gulf International Bank (UK) Ltd | 19,600 | $10.2M | 0.26% | +123+0.6% | Added |
| Ethic Inc. | 18,928 | $9.82M | 0.25% | −4,858−20.4% | Reduced |
| Colony Group, LLC | 18,826 | $9.76M | 0.08% | +1,737+10.2% | Added |
| Greatmark Investment Partners, Inc. | 18,805 | $9.75M | 1.39% | +315+1.7% | Added |
| Cumberland Partners Ltd | 18,607 | $9.65M | 0.70% | −10,867−36.9% | Reduced |
| Greystone Financial Group, LLC | 18,606 | $9.65M | 1.93% | +7,440+66.6% | Added |