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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
+4 vs. Q4 2022
Shares held
213.2M
+794.4K (+0.4%) vs. Q4 2022
Total value
$96.9B
−$11.6B (−10.7%) vs. Q4 2022
New holders
134
559 more added
Sold out
130
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: 1,423 institutionsQ2 2022: 1,443 institutionsQ3 2022: 1,448 institutionsQ4 2022: 1,550 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,672 institutionsQ2 2024: 1,712 institutionsQ3 2024: 1,702 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 20241,702$107.2B
Q2 20241,712$112.7B
Q1 20241,672$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,550$108.8B
Q3 20221,448$97.0B
Q2 20221,443$103.2B
Q1 20221,423$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
Heritage Wealth Partners, LLC0$00.00%−402−100.0%Sold out
Gould Asset Management LLC0$00.00%−407−100.0%Sold out
Boston Financial Mangement LLC0$00.00%−404−100.0%Sold out
Buckingham Capital Management, Inc.0$00.00%−404−100.0%Sold out
Compass Financial Advisors LLC0$00.00%−404−100.0%Sold out
Appleton Partners Inc0$00.00%−401−100.0%Sold out
Patton Fund Management, Inc.0$00.00%−402−100.0%Sold out
Atlas Brown,Inc.0$00.00%−401−100.0%Sold out
Carlson Capital Management0$00.00%−400−100.0%Sold out
Equitable Trust Co0$00.00%−400−100.0%Sold out
Wedgewood Investors Inc0$00.00%−400−100.0%Sold out
Wallington Asset Management, LLC0$00.00%−400−100.0%Sold out
Aspen Grove Capital, LLC0$00.00%−398−100.0%Sold out
Monterey Private Wealth, Inc.0$00.00%−397−100.0%Sold out
Clark Financial Services Group Inc0$00.00%−393−100.0%Sold out
Blackston Financial Advisory Group, LLC0$00.00%−394−100.0%Sold out
McKinley Carter Wealth Services, Inc.0$00.00%−393−100.0%Sold out
IFG Advisory, LLC0$00.00%−392−100.0%Sold out
Farmers & Merchants Trust Co of Long Beach0$00.00%−390−100.0%Sold out
Seldon Capital LP0$00.00%−250−100.0%Sold out
C M Bidwell & Associates Ltd0$00.00%−222−100.0%Sold out
Madden Securities Corp0$00.00%−150−100.0%Sold out
QVR LLC0$00.00%−119−100.0%Sold out
My Personal CFO, LLC0$00.00%−114−100.0%Sold out
Western Pacific Wealth Management, LP0$00.00%−114−100.0%Sold out
Westwood Holdings Group Inc.0$00.00%−111−100.0%Sold out
Resurgent Financial Advisors LLC0$00.00%−99−100.0%Sold out
Rebalance, LLC0$00.00%−77−100.0%Sold out
3Chopt Investment Partners, LLC0$00.00%−75−100.0%Sold out
One Wealth Advisors, LLC0$00.00%−70−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−72−100.0%Sold out
Virtus Investment Advisers, Inc.0$00.00%−55−100.0%Sold out
Arcus Capital Partners, LLC0$00.00%−55−100.0%Sold out
RWM Asset Management, LLC0$00.00%−51−100.0%Sold out
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.0$00.00%−40−100.0%Sold out
Beaird Harris Wealth Management, LLC0$00.00%−40−100.0%Sold out
EWG Elevate Inc.0$00.00%−39−100.0%Sold out
Glassy Mountain Advisors, Inc.0$00.00%−38−100.0%Sold out
Norway Savings Bank0$00.00%−31−100.0%Sold out
Zullo Investment Group, Inc.0$00.00%−24−100.0%Sold out
GoalVest Advisory LLC0$00.00%−23−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−23−100.0%Sold out
Coppell Advisory Solutions Corp.0$00.00%−23−100.0%Sold out
Corrado Advisors, LLC0$00.00%−10−100.0%Sold out
Davidson Capital Management Inc.0$00.00%−5−100.0%Sold out
Lansing Street Advisors0$00.00%−4−100.0%Sold out
Retirement Financial Solutions, LLC0$00.00%−4−100.0%Sold out
Sageworth Trust Co0$00.00%−3−100.0%Sold out
Freedom Wealth Alliance, LLC0$00.00%−2−100.0%Sold out
Halpern Financial, Inc.0$00.00%−1−100.0%Sold out
Tfo-TDC, LLC0$00.00%−12−100.0%Sold out
Pendal Group Limited––––Not filed
Comerica Bank––––Not filed
Perpetual Investment Management Ltd––––Not filed
Seeyond––––Not filed
Allstate Investment Management Co––––Not filed
Red Cedar Capital, LLC––––Not filed
ARGI Investment Services, LLC––––Not filed
Trustcore Financial Services, LLC––––Not filed
Gofen & Glossberg LLC––––Not filed
Personal Capital Advisors Corp––––Not filed
Bank of the West––––Not filed
Zeke Capital Advisors, LLC––––Not filed
Regent Investment Management LLC––––Not filed
Delphi Management Inc––––Not filed
Willner & Heller, LLC––––Not filed
Semmax Financial Advisors Inc.––––Not filed
Keystone Financial Group––––Not filed
CFO4Life, L.P.––––Not filed
Laurel Wealth Advisors, Inc.––––Not filed
Marotta Asset Management––––Not filed
Fairhaven Wealth Management, LLC––––Not filed
Lehman & Derafelo Financial Resources LLC––––Not filed
Spartan Planning & Wealth Management––––Not filed
St Germain D J Co Inc––––Not filed
CoreCap Advisors, LLC––––Not filed
Tyler-Stone Wealth Management––––Not filed
Cribstone Capital Management, LLC––––Not filed
Sargent Bickham Lagudis LLC––––Not filed
Heritage Wealth Management, LLC––––Not filed
Cornerstone Planning Group LLC––––Not filed
Glass Jacobson Investment Advisors llc––––Not filed
Boulder Wealth Advisors, LLC––––Not filed
Burleson & Company, LLC––––Not filed