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 |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 18,546 | $9.62M | 0.12% | +99+0.5% | Added |
| Sandy Spring Bank | 18,524 | $9.61M | 0.44% | −300−1.6% | Reduced |
| Scotia Capital Inc. | 18,477 | $9.58M | 0.06% | +2,790+17.8% | Added |
| Maryland State Retirement & Pension System | 18,614 | $9.48M | 0.19% | +158+0.9% | Added |
| Swiss Life Asset Management Ltd | 18,074 | $9.37M | 0.13% | −32,865−64.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 18,082 | $9.37M | 0.79% | +3,090+20.6% | Added |
| BlackBarn Capital Partners LP | 18,000 | $9.33M | 5.40% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 17,946 | $9.31M | 0.02% | +2,720+17.9% | Added |
| Great Lakes Advisors, LLC | 17,844 | $9.25M | 0.08% | +1,683+10.4% | Added |
| Kentucky Retirement Systems | 17,843 | $9.25M | 0.28% | −956−5.1% | Reduced |
| SYSTM Wealth Solutions LLC | 17,733 | $9.20M | 1.16% | +3,131+21.4% | Added |
| Intech Investment Management LLC | 17,680 | $9.17M | 0.13% | −46,587−72.5% | Reduced |
| Baird Financial Group, Inc. | 17,377 | $9.01M | 0.02% | +1,075+6.6% | Added |
| Steward Partners Investment Advisory, LLC | 16,786 | $8.70M | 0.10% | +12,209+266.7% | Added |
| CIBC World Markets Inc. | 16,686 | $8.65M | 0.02% | +1,697+11.3% | Added |
| Banque Pictet & Cie SA | 16,640 | $8.63M | 0.09% | −726−4.2% | Reduced |
| Bokf, NA | 16,635 | $8.58M | 0.16% | −4,746−22.2% | Reduced |
| Kingsview Wealth Management, LLC | 16,247 | $8.42M | 0.21% | +771+5.0% | Added |
| Moran Wealth Management, LLC | 16,204 | $8.40M | 0.27% | −946−5.5% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 16,162 | $8.38M | 0.99% | +16,162 | New |
| T. Rowe Price Investment Management, Inc. | 16,097 | $8.35M | 0.01% | +7,048+77.9% | Added |
| Summit Street Capital Management, LLC | 15,891 | $8.24M | 3.16% | +2,426+18.0% | Added |
| Allianz SE | 15,845 | $8.22M | 0.26% | +15,845 | New |
| Verdence Capital Advisors LLC | 15,838 | $8.21M | 0.75% | +47+0.3% | Added |
| Parus Finance (UK) Ltd | 15,634 | $8.11M | 3.05% | −1,221−7.2% | Reduced |
| GAM Holding AG | 15,569 | $8.07M | 0.58% | +65+0.4% | Added |
| Siemens Fonds Invest GmbH | 15,244 | $7.90M | 0.61% | +497+3.4% | Added |
| Hartford Investment Management Co | 15,192 | $7.88M | 0.28% | −648−4.1% | Reduced |
| Parkman Healthcare Partners LLC | 15,164 | $7.86M | 0.96% | +15,164 | New |
| Vestcor Inc | 15,134 | $7.85M | 0.27% | −1,320−8.0% | Reduced |
| Leuthold Group, LLC | 15,118 | $7.84M | 0.88% | −87−0.6% | Reduced |
| Crake Asset Management LLP | 14,929 | $7.74M | 0.78% | −90,000−85.8% | Reduced |
| TD Waterhouse Canada Inc. | 15,287 | $7.69M | 0.06% | +15,287 | New |
| Vontobel Holding Ltd. | 14,835 | $7.69M | 0.06% | −333−2.2% | Reduced |
| Credit Agricole S A | 14,538 | $7.64M | 0.13% | +7,808+116.0% | Added |
| Longbow Finance SA | 14,591 | $7.57M | 0.77% | −17,439−54.4% | Reduced |
| GHP Investment Advisors, Inc. | 14,503 | $7.52M | 0.37% | +384+2.7% | Added |
| Cinctive Capital Management LP | 14,433 | $7.48M | 0.39% | +7,858+119.5% | Added |
| Eversept Partners, LP | 14,393 | $7.46M | 0.56% | −701−4.6% | Reduced |
| River Wealth Advisors LLC | 14,389 | $7.46M | 1.08% | −311−2.1% | Reduced |
| Wealthfront Advisers LLC | 14,001 | $7.26M | 0.03% | −400−2.8% | Reduced |
| Hyman Charles D | 13,928 | $7.22M | 0.40% | 00.0% | Unchanged |
| MAI Capital Management | 13,891 | $7.20M | 0.08% | +5,506+65.7% | Added |
| Securian Asset Management, Inc | 13,839 | $7.18M | 0.21% | −1,074−7.2% | Reduced |
| CX Institutional | 13,829 | $7.17M | 0.35% | +5,105+58.5% | Added |
| McKinley Capital Management LLC /Delaware | 13,820 | $7.17M | 0.86% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 13,700 | $7.10M | 0.14% | −500−3.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 13,594 | $7.05M | 1.73% | +979+7.8% | Added |
| Citadel Advisors LLC | 13,565 | $7.03M | 0.01% | −362,901−96.4% | Reduced |
| Firetrail Investments Pty Ltd | 13,305 | $6.90M | 5.68% | +1,866+16.3% | Added |
| KCM Investment Advisors LLC | 13,294 | $6.89M | 0.25% | +173+1.3% | Added |
| Groupama Asset Managment | 8,923 | $6.75M | 0.12% | −7,284−44.9% | Reduced |
| Kestra Advisory Services, LLC | 12,913 | $6.70M | 0.04% | +844+7.0% | Added |
| Sienna Gestion | 12,913 | $6.70M | 0.61% | +12,913 | New |
| Logan Capital Management Inc | 12,793 | $6.63M | 0.28% | +104+0.8% | Added |
| Assetmark, Inc | 12,652 | $6.56M | 0.02% | −5,217−29.2% | Reduced |
| HB Wealth Management, LLC | 12,575 | $6.52M | 0.08% | +864+7.4% | Added |
| BNP Paribas | 12,530 | $6.50M | 0.30% | +12,530 | New |
| Pacific Capital Partners Ltd | 12,500 | $6.48M | 4.24% | +500+4.2% | Added |
| Ostrum Asset Management | 12,474 | $6.47M | 0.51% | +523+4.4% | Added |
| Cary Street Partner Investment Advisory LLC | 12,420 | $6.44M | 0.27% | −123−1.0% | Reduced |
| Keybank National Association | 12,233 | $6.34M | 0.03% | +1,055+9.4% | Added |
| Private Advisor Group, LLC | 12,227 | $6.34M | 0.05% | −250−2.0% | Reduced |
| Blair William & Co | 12,134 | $6.29M | 0.02% | +6,610+119.7% | Added |
| Westbourne Investment Advisors, Inc. | 12,049 | $6.25M | 2.30% | +121+1.0% | Added |
| Cornerstone Advisors, LLC | 12,000 | $6.22M | 0.26% | +200+1.7% | Added |
| Meritage Portfolio Management | 11,924 | $6.18M | 0.39% | −754−5.9% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11,906 | $6.17M | 0.22% | −6,681−35.9% | Reduced |
| GWM Advisors LLC | 11,872 | $6.16M | 0.05% | −1,955−14.1% | Reduced |
| Van Eck Associates Corp | 11,864 | $6.15M | 0.01% | +575+5.1% | Added |
| Second Half Financial Partners, LLC | 11,864 | $6.15M | 2.74% | +5,899+98.9% | Added |
| New Mexico Educational Retirement Board | 11,846 | $6.14M | 0.22% | −500−4.0% | Reduced |
| Van Den Berg Management I, Inc | 11,755 | $6.10M | 1.79% | +925+8.5% | Added |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 11,731 | $6.08M | 1.49% | +2,251+23.7% | Added |
| Lighthouse Investment Partners, LLC | 11,651 | $6.04M | 0.35% | +11,651 | New |
| Banque Cantonale Vaudoise | 11,604 | $6.02M | 0.24% | −1,032−8.2% | Reduced |
| Eagle Rock Investment Company, LLC | 11,578 | $6.00M | 1.11% | +406+3.6% | Added |
| Principal Securities, Inc. | 11,433 | $5.93M | 0.18% | +1,149+11.2% | Added |
| Stratos Wealth Partners, LTD. | 11,397 | $5.91M | 0.10% | +428+3.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,344 | $5.88M | 0.02% | +877+8.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11,300 | $5.86M | 0.01% | −45,727−80.2% | Reduced |
| Brinker Capital Investments, LLC | 11,235 | $5.83M | 0.06% | +2,264+25.2% | Added |
| Orion Portfolio Solutions, LLC | 11,235 | $5.83M | 0.06% | +2,264+25.2% | Added |
| Institutional & Family Asset Management, LLC | 11,053 | $5.73M | 0.92% | −162−1.4% | Reduced |
| Shell Asset Management Co | 10,460 | $5.67M | 0.26% | +757+7.8% | Added |
| Metis Global Partners, LLC | 10,856 | $5.63M | 0.20% | +36+0.3% | Added |
| Winmill & Co. Inc | 10,790 | $5.60M | 1.59% | 00.0% | Unchanged |
| West Family Investments, Inc. | 10,745 | $5.57M | 1.73% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 10,538 | $5.46M | 0.75% | +63+0.6% | Added |
| Mill Capital Management, LLC | 10,458 | $5.42M | 0.45% | 00.0% | Unchanged |
| Palmer Knight Co | 10,367 | $5.38M | 2.62% | +10,367 | New |
| Globeflex Capital L P | 10,227 | $5.30M | 0.52% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 10,126 | $5.25M | 0.08% | −587−5.5% | Reduced |
| Quadrature Capital Ltd | 10,068 | $5.22M | 0.09% | −15,985−61.4% | Reduced |
| Argent Trust Co | 9,906 | $5.14M | 0.23% | +752+8.2% | Added |
| Icon Advisers Inc | 9,700 | $5.01M | 1.09% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 9,570 | $4.96M | 0.13% | +470+5.2% | Added |
| Metropolitan Life Insurance Co | 9,477 | $4.91M | 0.21% | −87−0.9% | Reduced |
| Atom Investors LP | 9,441 | $4.90M | 0.62% | +159+1.7% | Added |
| Rench Wealth Management, Inc. | 9,411 | $4.88M | 1.87% | +9,411 | New |