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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 2023

Institutional positions in Elevance Health, Inc. as of Mar 31, 2023. 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
1,521
+3 vs. Q4 2022
Shares held
213.2M
+794.0K (+0.4%) vs. Q4 2022
Total value
$96.9B
−$11.6B (−10.7%) vs. Q4 2022
New holders
134
559 more added
Sold out
131
564 more reduced

33 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: 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.

Institutional holdersQ1 2023: 1,521 institutions
Q1 2021: 1,215 institutionsQ2 2021: 1,239 institutionsQ3 2021: 1,221 institutionsQ4 2021: 1,375 institutionsQ1 2022: 1,424 institutionsQ2 2022: 1,444 institutionsQ3 2022: 1,449 institutionsQ4 2022: 1,551 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,673 institutionsQ2 2024: 1,713 institutionsQ3 2024: 1,703 institutionsQ4 2024: 1,609 institutionsQ1 2025: 1,667 institutionsQ2 2025: 1,596 institutionsQ3 2025: 1,512 institutionsQ4 2025: 1,557 institutionsQ1 2026: 1,473 institutionsQ2 2026: 1,615 institutions
Value heldQ1 2023: $96.9B
Q1 2021: $78.2BQ2 2021: $82.8BQ3 2021: $80.6BQ4 2021: $99.3BQ1 2022: $105.7BQ2 2022: $103.2BQ3 2022: $97.0BQ4 2022: $108.8BQ1 2023: $96.9BQ2 2023: $93.1BQ3 2023: $90.8BQ4 2023: $98.1BQ1 2024: $107.7BQ2 2024: $112.7BQ3 2024: $107.2BQ4 2024: $76.5BQ1 2025: $88.6BQ2 2025: $79.7BQ3 2025: $63.3BQ4 2025: $71.0BQ1 2026: $57.1BQ2 2026: $76.8B
Institutions holding ELV and their total value by quarter
QuarterHoldersValue
Q2 20261,615$76.8B
Q1 20261,473$57.1B
Q4 20251,557$71.0B
Q3 20251,512$63.3B
Q2 20251,596$79.7B
Q1 20251,667$88.6B
Q4 20241,609$76.5B
Q3 20241,703$107.2B
Q2 20241,713$112.7B
Q1 20241,673$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,551$108.8B
Q3 20221,449$97.0B
Q2 20221,444$103.2B
Q1 20221,424$105.7B
Q4 20211,375$99.3B
Q3 20211,221$80.6B
Q2 20211,239$82.8B
Q1 20211,215$78.2B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q4 2022.

Institutions holding ELV in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Summit Wealth Group, LLC131,506$00.00%+131,506New
ZRC Wealth Management, LLC0$110.00%0New
Delos Wealth Advisors, LLC2$9200.00%00.0%Unchanged
25 LLC2$9310.00%+2New
Centerpoint Advisors, LLC3$1.00K0.00%+3New
PEAK6 Investments LLC2$1.06K0.00%−1,515−99.9%Reduced
WestEnd Advisors, LLC–$1.38K0.00%––
Financial Synergies Wealth Advisors, Inc.3$1.38K0.00%00.0%Unchanged
Bellwether Advisors, LLC4$1.84K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC4$1.84K0.00%+2+100.0%Added
True Wealth Design, LLC4$1.84K0.00%00.0%Unchanged
TSFG, LLC4$2.00K0.00%00.0%Unchanged
Avion Wealth5$2.00K0.00%+2+66.7%Added
Baldrige Asset Management LLC4$2.00K0.00%+4New
Sofos Investments, Inc.460$2.04K0.09%−53−10.3%Reduced
Highline Wealth Partners LLC5$2.30K0.00%+1+25.0%Added
Ahrens Investment Partners LLC5$2.30K0.00%+5New
JNBA Financial Advisors5$2.30K0.00%00.0%Unchanged
Albion Financial Group6$2.76K0.00%00.0%Unchanged
Beacon Capital Management, LLC6$2.76K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC6$2.76K0.00%00.0%Unchanged
Rise Advisors, LLC7$3.04K0.00%00.0%Unchanged
Global Wealth Strategies & Associates7$3.22K0.00%00.0%Unchanged
Hoey Investments, Inc7$3.22K0.00%+7New
Thomas White International Ltd8$3.68K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group8$3.68K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.8$4.00K0.00%00.0%Unchanged
Sunbelt Securities, Inc.9$4.14K0.00%+9New
Carolina Wealth Advisors, LLC9$4.14K0.00%00.0%Unchanged
USA Financial Portformulas Corp9$4.14K0.01%+9New
Grey Fox Wealth Advisors, LLC9$4.15K0.00%+1+12.5%Added
New Millennium Group LLC9$4.21K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC11$5.00K0.00%−195−94.7%Reduced
Wolff Wiese Magana LLC11$5.06K0.00%−4−26.7%Reduced
CNB Bank11$5.06K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.11$5.10K0.00%00.0%Unchanged
Gradient Investments LLC13$5.98K0.00%−15−53.6%Reduced
Morton Brown Family Wealth, LLC14$6.44K0.00%00.0%Unchanged
Syverson Strege & Co15$6.90K0.00%+15New
BDO Wealth Advisors, LLC15$7.00K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC16$7.36K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC16$7.36K0.00%00.0%Unchanged
Financial Perspectives, Inc16$7.36K0.00%00.0%Unchanged
Stone House Investment Management, LLC16$7.36K0.00%+16New
Disciplined Investments, LLC17$7.82K0.00%−4−19.0%Reduced
RE Dickinson Investment Advisors, LLC18$8.00K0.00%+18New
Centennial Bank19$8.74K0.01%00.0%Unchanged
Creative Capital Management Investments LLC19$8.74K0.01%+19New
McIlrath & Eck, LLC20$9.20K0.00%00.0%Unchanged
TFC Financial Management22$10.1K0.00%+20+1,000.0%Added
Mach-1 Financial Group, Inc.23$10.6K0.07%−3,143−99.3%Reduced
Schubert & Co24$11.0K0.01%−10−29.4%Reduced
Norwood Financial Corp25$11.5K0.02%00.0%Unchanged
Kistler-Tiffany Companies, LLC25$11.5K0.00%−76−75.2%Reduced
Raffa Wealth Management, LLC26$12.0K0.00%00.0%Unchanged
Tortoise Investment Management, LLC28$12.9K0.00%00.0%Unchanged
Bogart Wealth, LLC29$13.3K0.00%−23−44.2%Reduced
Pinnacle Bancorp, Inc.29$13.3K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC30$13.8K0.00%+30New
Crewe Advisors LLC31$14.3K0.00%−17−35.4%Reduced
Lee Financial Co31$14.3K0.00%−5−13.9%Reduced
Hexagon Capital Partners LLC33$15.2K0.00%−18−35.3%Reduced
ClariVest Asset Management LLC36$16.0K0.00%−1−2.7%Reduced
PSI Advisors, LLC35$16.1K0.01%00.0%Unchanged
Castleview Partners, LLC35$16.1K0.01%+35New
WR Wealth Planners, LLC35$16.1K0.01%+35New
Systematic Financial Management LP36$16.6K0.00%00.0%Unchanged
Atwood & Palmer Inc37$17.0K0.00%00.0%Unchanged
Accel Wealth Management38$17.5K0.01%00.0%Unchanged
Clean Yield Group39$17.9K0.01%−30−43.5%Reduced
FinTrust Capital Advisors, LLC35$18.0K0.00%00.0%Unchanged
Webster Bank, N. A.40$18.4K0.00%00.0%Unchanged
Rock Creek Group, LP40$18.4K0.00%00.0%Unchanged
WealthPLAN Partners, LLC40$18.4K0.00%+40New
Gleason Group, Inc.42$19.5K0.01%−2−4.5%Reduced
GeoWealth Management, LLC44$20.0K0.00%+44New
Arrow Financial Corp45$20.7K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.45$20.7K0.01%00.0%Unchanged
TD Ameritrade Investment Management, LLC46$21.0K0.00%−24−34.3%Reduced
Proffitt & Goodson Inc46$21.2K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC46$21.2K0.00%+46New
BerganKDV Wealth Management, LLC47$21.6K0.00%−20−29.9%Reduced
Newbridge Financial Services Group, Inc.47$21.8K0.01%+10+27.0%Added
Global Financial Private Client, LLC46$21.9K0.01%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC49$22.5K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC55$25.0K0.01%−27−32.9%Reduced
J.Safra Asset Management Corp55$25.3K0.00%+55New
Boyd Watterson Asset Management LLC56$25.7K0.01%00.0%Unchanged
Johnson Financial Group, Inc.57$26.2K0.00%+19+50.0%Added
Focused Wealth Management, Inc57$26.3K0.01%00.0%Unchanged
TD Capital Management LLC58$26.9K0.00%00.0%Unchanged
Tompkins Financial Corp59$27.1K0.00%00.0%Unchanged
Register Financial Advisors LLC61$28.0K0.02%00.0%Unchanged
Kenfarb & Co.62$28.5K0.03%00.0%Unchanged
Versant Capital Management, Inc62$28.5K0.01%+2+3.3%Added
Fortis Capital Advisors, LLC62$28.5K0.02%+5+8.8%Added
Fisher Asset Management, LLC63$29.0K0.00%+63New
HBC Financial Services, PLLC60$29.0K0.02%00.0%Unchanged
Field & Main Bank65$29.9K0.02%00.0%Unchanged
New Hampshire Trust65$29.9K0.01%00.0%Unchanged