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.
| 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 2023
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bleakley Financial Group, LLC | 4,375 | $2.01M | 0.07% | −316−6.7% | Reduced |
| Advisors Asset Management, Inc. | 4,377 | $2.01M | 0.04% | −266−5.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,405 | $2.03M | 0.14% | +552+14.3% | Added |
| Lederer & Associates Investment Counsel | 4,410 | $2.03M | 1.56% | +306+7.5% | Added |
| Tower Research Capital LLC (TRC) | 4,426 | $2.04M | 0.06% | +325+7.9% | Added |
| Johnson Investment Counsel Inc | 4,445 | $2.04M | 0.03% | −149−3.2% | Reduced |
| Alpha DNA Investment Management LLC | 4,448 | $2.05M | 1.05% | +1,256+39.3% | Added |
| Strategic Financial Services, Inc, | 4,490 | $2.06M | 0.16% | −237−5.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 4,496 | $2.07M | 0.51% | −62−1.4% | Reduced |
| Atlas Capital Advisors LLC | 4,497 | $2.07M | 0.33% | −650−12.6% | Reduced |
| XR Securities LLC | 4,497 | $2.07M | 2.93% | −2,991−39.9% | Reduced |
| Sequoia Financial Advisors, LLC | 4,507 | $2.07M | 0.05% | +146+3.3% | Added |
| Bragg Financial Advisors, Inc | 4,530 | $2.08M | 0.12% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 4,553 | $2.09M | 0.10% | +297+7.0% | Added |
| Spears Abacus Advisors LLC | 4,598 | $2.11M | 0.19% | +4,598 | New |
| Horizon Investment Services, LLC | 4,601 | $2.12M | 1.36% | +4,601 | New |
| Voya Financial Advisors, Inc. | 4,626 | $2.12M | 0.26% | −94−2.0% | Reduced |
| Symmetry Partners, LLC | 4,655 | $2.14M | 0.12% | +464+11.1% | Added |
| Intrust Bank NA | 4,739 | $2.18M | 0.28% | +115+2.5% | Added |
| AMG National Trust Bank | 4,782 | $2.20M | 0.08% | +110+2.4% | Added |
| Aigen Investment Management, LP | 4,813 | $2.21M | 0.30% | +4,813 | New |
| Mount Capital Ltd | 4,838 | $2.23M | 0.88% | +92+1.9% | Added |
| Capital International Sarl | 4,840 | $2.23M | 0.11% | +4,840 | New |
| TrinityPoint Wealth, LLC | 4,866 | $2.24M | 0.48% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,866 | $2.24M | 0.09% | +659+15.7% | Added |
| Cresset Asset Management, LLC | 4,870 | $2.24M | 0.04% | −5−0.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 4,900 | $2.25M | 0.05% | −6,900−58.5% | Reduced |
| Clough Capital Partners L P | 5,000 | $2.30M | 0.25% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 5,017 | $2.31M | 0.06% | +1,777+54.8% | Added |
| Greenfield Savings Bank | 5,046 | $2.32M | 1.51% | +89+1.8% | Added |
| Natixis | 5,060 | $2.33M | 0.02% | −71,982−93.4% | Reduced |
| Madison Wealth Management | 5,067 | $2.33M | 0.50% | +342+7.2% | Added |
| Raymond James Trust N.A. | 5,078 | $2.33M | 0.07% | +303+6.3% | Added |
| Liberty One Investment Management, LLC | 5,082 | $2.34M | 0.32% | +415+8.9% | Added |
| MAI Capital Management | 5,087 | $2.34M | 0.04% | −966−16.0% | Reduced |
| Delta Capital Management LLC | 5,140 | $2.36M | 1.66% | −30−0.6% | Reduced |
| Heritage Wealth Advisors | 5,142 | $2.36M | 0.13% | +69+1.4% | Added |
| Legacy Trust | 5,176 | $2.38M | 0.71% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 5,179 | $2.38M | 0.11% | −1,136−18.0% | Reduced |
| Sepio Capital, LP | 5,219 | $2.40M | 0.22% | +176+3.5% | Added |
| IMA Wealth, Inc. | 5,233 | $2.41M | 0.62% | +5,233 | New |
| Van Eck Associates Corp | 5,243 | $2.41M | 0.01% | +359+7.4% | Added |
| Keudell/Morrison Wealth Management | 5,257 | $2.42M | 0.71% | −12−0.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,273 | $2.42M | 0.11% | +708+15.5% | Added |
| Chemistry Wealth Management LLC | 5,300 | $2.44M | 0.85% | +49+0.9% | Added |
| Geneva Partners, LLC | 5,310 | $2.44M | 2.09% | −4,484−45.8% | Reduced |
| Banco Santander, S.A. | 5,390 | $2.48M | 0.04% | −1,727−24.3% | Reduced |
| Jackson Wealth Management, LLC | 5,391 | $2.48M | 1.86% | +93+1.8% | Added |
| Bangor Savings Bank | 5,403 | $2.48M | 0.29% | −28−0.5% | Reduced |
| Jag Capital Management, LLC | 5,414 | $2.49M | 0.32% | −203−3.6% | Reduced |
| Legato Capital Management LLC | 5,427 | $2.50M | 0.45% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 5,444 | $2.50M | 0.03% | +187+3.6% | Added |
| CWM, LLC | 5,450 | $2.51M | 0.02% | −121−2.2% | Reduced |
| Stonebridge Capital Advisors LLC | 5,476 | $2.52M | 0.29% | +50+0.9% | Added |
| Employees Provident Fund Board | 5,500 | $2.53M | 0.07% | +5,500 | New |
| Belpointe Asset Management LLC | 5,568 | $2.56M | 0.14% | +3,076+123.4% | Added |
| SG Americas Securities, LLC | 5,591 | $2.57M | 0.03% | +4,631+482.4% | Added |
| Alamar Capital Management, LLC | 5,656 | $2.60M | 2.16% | +14+0.2% | Added |
| Jackson Hole Capital Partners, LLC | 5,676 | $2.62M | 0.69% | +430+8.2% | Added |
| FORA Capital, LLC | 5,774 | $2.65M | 0.27% | −4,609−44.4% | Reduced |
| Lakeview Capital Partners, LLC | 5,840 | $2.67M | 0.83% | −44−0.7% | Reduced |
| Advisory Services Network, LLC | 5,804 | $2.67M | 0.07% | +451+8.4% | Added |
| Everence Capital Management Inc | 5,910 | $2.72M | 0.22% | −1,600−21.3% | Reduced |
| Cornerstone Wealth Group, LLC | 5,929 | $2.73M | 0.48% | +18+0.3% | Added |
| Moody National Bank Trust Division | 5,939 | $2.73M | 0.23% | −9−0.2% | Reduced |
| RPg Family Wealth Advisory, LLC | 5,940 | $2.73M | 1.50% | +524+9.7% | Added |
| Quantinno Capital Management LP | 5,948 | $2.73M | 0.18% | +278+4.9% | Added |
| Edmp, Inc. | 5,951 | $2.74M | 2.74% | −629−9.6% | Reduced |
| KCS Wealth Advisory | 5,982 | $2.75M | 1.04% | +652+12.2% | Added |
| Veriti Management LLC | 5,987 | $2.75M | 0.33% | −18−0.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,029 | $2.77M | 1.04% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 6,043 | $2.78M | 0.03% | +1,007+20.0% | Added |
| Princeton Global Asset Management LLC | 6,130 | $2.82M | 0.81% | +6,130 | New |
| Scotia Capital Inc. | 6,210 | $2.86M | 0.02% | +100+1.6% | Added |
| Oliver Luxxe Assets LLC | 6,247 | $2.87M | 0.76% | +181+3.0% | Added |
| LMR Partners LLP | 6,288 | $2.89M | 0.06% | +1,494+31.2% | Added |
| Pegasus Asset Management, Inc. | 6,314 | $2.90M | 1.44% | +63+1.0% | Added |
| RDA Financial Network | 6,321 | $2.91M | 1.33% | +64+1.0% | Added |
| Blair William & Co | 5,537 | $2.94M | 0.01% | +448+8.8% | Added |
| Great Valley Advisor Group, Inc. | 6,415 | $2.95M | 0.14% | −1,501−19.0% | Reduced |
| Essex Financial Services, Inc. | 6,488 | $2.98M | 0.31% | −925−12.5% | Reduced |
| Money Concepts Capital Corp | 6,328 | $2.98M | 0.17% | −1,159−15.5% | Reduced |
| Trivant Custom Portfolio Group, LLC | 6,502 | $2.99M | 2.14% | +6,502 | New |
| Fort Washington Investment Advisors Inc | 6,509 | $2.99M | 0.02% | −661−9.2% | Reduced |
| Gotham Asset Management, LLC | 6,509 | $2.99M | 0.07% | +303+4.9% | Added |
| Family Legacy, Inc. | 6,526 | $3.00M | 1.28% | +204+3.2% | Added |
| Alcosta Capital Management, Inc. | 6,569 | $3.02M | 2.89% | −184−2.7% | Reduced |
| James Investment Research Inc | 6,630 | $3.05M | 0.40% | −339−4.9% | Reduced |
| Regions Financial Corp | 6,680 | $3.07M | 0.03% | −76−1.1% | Reduced |
| Empirical Finance, LLC | 6,755 | $3.11M | 0.29% | +305+4.7% | Added |
| Oppenheimer & Co Inc | 6,772 | $3.11M | 0.07% | −1,095−13.9% | Reduced |
| YHB Investment Advisors, Inc. | 6,805 | $3.13M | 0.31% | 00.0% | Unchanged |
| Asio Capital, LLC | 6,837 | $3.14M | 0.82% | −2,709−28.4% | Reduced |
| Bull Street Advisors, LLC | 6,880 | $3.16M | 1.64% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 6,880 | $3.16M | 0.71% | +6,880 | New |
| Transform Wealth, LLC | 6,939 | $3.19M | 0.30% | +9+0.1% | Added |
| Vestmark Advisory Solutions, Inc. | 6,951 | $3.20M | 0.14% | +1,078+18.4% | Added |
| Portolan Capital Management, LLC | 7,030 | $3.23M | 0.31% | +7,030 | New |
| Greenleaf Trust | 7,063 | $3.25M | 0.04% | −210−2.9% | Reduced |
| Timber Creek Capital Management LLC | 7,086 | $3.26M | 1.16% | −118−1.6% | Reduced |