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 |
|---|---|---|---|---|---|
| Acima Private Wealth, LLC | 66 | $30.3K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 67 | $30.8K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 68 | $31.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 70 | $32.2K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 70 | $32.2K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 70 | $32.2K | 0.03% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 74 | $34.2K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 76 | $34.9K | 0.00% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 76 | $34.9K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 75 | $36.3K | 0.03% | −106−58.6% | Reduced |
| Carolinas Wealth Consulting LLC | 81 | $37.3K | 0.01% | −33−28.9% | Reduced |
| Itau Unibanco Holding S.A. | 82 | $37.7K | 0.00% | −341−80.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 84 | $38.6K | 0.01% | −9−9.7% | Reduced |
| Fred Alger Management, LLC | 85 | $39.1K | 0.00% | −128−60.1% | Reduced |
| Motco | 85 | $39.1K | 0.00% | −18−17.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 85 | $39.1K | 0.00% | +5+6.3% | Added |
| JFS Wealth Advisors, LLC | 87 | $40.0K | 0.00% | −7−7.4% | Reduced |
| Piscataqua Savings Bank | 88 | $40.5K | 0.03% | −10−10.2% | Reduced |
| Abound Wealth Management | 91 | $41.8K | 0.02% | +22+31.9% | Added |
| Sutton Wealth Advisors Inc. | 92 | $42.3K | 0.02% | −1,030−91.8% | Reduced |
| Vigilant Capital Management, LLC | 95 | $44.0K | 0.00% | −23−19.5% | Reduced |
| RFP Financial Group LLC | 98 | $45.1K | 0.05% | +4+4.3% | Added |
| Arcadia Investment Management Corp | 100 | $46.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 103 | $47.4K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 105 | $48.3K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 106 | $48.7K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 106 | $48.7K | 0.02% | −11−9.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 109 | $50.1K | 0.02% | +4+3.8% | Added |
| MCF Advisors LLC | 110 | $50.5K | 0.00% | +75+214.3% | Added |
| Oakworth Capital, Inc. | 110 | $50.6K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 111 | $51.0K | 0.02% | +111 | New |
| Orion Capital Management LLC | 112 | $51.5K | 0.03% | 00.0% | Unchanged |
| M&R Capital Management Inc | 115 | $52.9K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 115 | $53.9K | 0.02% | 00.0% | Unchanged |
| City State Bank | 122 | $56.0K | 0.03% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 126 | $57.8K | 0.01% | +126 | New |
| Islay Capital Management, LLC | 127 | $58.4K | 0.06% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 132 | $61.0K | 0.01% | +23+21.1% | Added |
| Cedar Wealth Management, LLC | 140 | $64.4K | 0.03% | 00.0% | Unchanged |
| Steward Financial Group LLC | 142 | $65.0K | 0.02% | +30+26.8% | Added |
| Tacita Capital Inc | 141 | $65.0K | 0.05% | +35+33.0% | Added |
| Coston, McIsaac & Partners | 150 | $68.0K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 150 | $69.0K | 0.04% | −30−16.7% | Reduced |
| Missouri Trust & Investment Co | 150 | $69.0K | 0.04% | −25−14.3% | Reduced |
| Highlander Capital Management, LLC | 150 | $69.0K | 0.03% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 151 | $69.4K | 0.04% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 153 | $70.0K | 0.05% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 154 | $70.8K | 0.02% | +50+48.1% | Added |
| Sugarloaf Wealth Management, LLC | 157 | $72.2K | 0.02% | +106+207.8% | Added |
| Bay Harbor Wealth Management, LLC | 163 | $74.9K | 0.03% | +163 | New |
| Stephens Consulting, LLC | 164 | $75.4K | 0.05% | 00.0% | Unchanged |
| Central Bank & Trust Co | 168 | $77.2K | 0.01% | −13−7.2% | Reduced |
| Rosenberg Matthew Hamilton | 169 | $77.7K | 0.03% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 175 | $80.5K | 0.04% | −22−11.2% | Reduced |
| First Command Bank | 180 | $82.8K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 180 | $82.8K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 181 | $83.2K | 0.08% | 00.0% | Unchanged |
| Park Place Capital Corp | 183 | $84.1K | 0.02% | +12+7.0% | Added |
| Cambridge Trust Co | 184 | $84.6K | 0.00% | +61+49.6% | Added |
| Tradition Wealth Management, LLC | 191 | $88.0K | 0.01% | +9+4.9% | Added |
| Mendota Financial Group, LLC | 180 | $88.4K | 0.09% | +180 | New |
| Thompson Siegel & Walmsley LLC | 196 | $90.0K | 0.00% | −4−2.0% | Reduced |
| Independence Bank of Kentucky | 198 | $91.0K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 199 | $91.5K | 0.00% | −3−1.5% | Reduced |
| Ritter Daniher Financial Advisory LLC | 202 | $92.9K | 0.04% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 202 | $92.9K | 0.05% | +202 | New |
| AlphaMark Advisors, LLC | 205 | $94.0K | 0.04% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 206 | $94.7K | 0.09% | −5−2.4% | Reduced |
| Jones Financial Companies LLLP | 216 | $99.3K | 0.00% | −75−25.8% | Reduced |
| Icon Wealth Partners, LLC | 226 | $103.9K | 0.01% | +226 | New |
| Coastal Capital Group, Inc. | 227 | $104.3K | 0.02% | +1+0.4% | Added |
| Private Ocean, LLC | 227 | $104.5K | 0.01% | −24−9.6% | Reduced |
| Stuart Chaussee & Associates, Inc. | 232 | $106.7K | 0.04% | 00.0% | Unchanged |
| Investors Research Corp | 235 | $108.1K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 243 | $111.7K | 0.00% | +200+465.1% | Added |
| Monetary Management Group Inc | 250 | $115.0K | 0.03% | 00.0% | Unchanged |
| West Oak Capital, LLC | 250 | $115.0K | 0.06% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 255 | $117.0K | 0.03% | −128−33.4% | Reduced |
| Baker Avenue Asset Management, LP | 255 | $117.3K | 0.01% | −17−6.3% | Reduced |
| Silvant Capital Management LLC | 257 | $118.2K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 260 | $119.6K | 0.08% | +100+62.5% | Added |
| Lindbrook Capital, LLC | 262 | $120.5K | 0.01% | −107−29.0% | Reduced |
| MBM Wealth Consultants, LLC | 345 | $127.0K | 0.05% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 281 | $129.2K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 277 | $134.2K | 0.04% | −69−19.9% | Reduced |
| Mechanics Financial Corp | 306 | $140.7K | 0.08% | −6−1.9% | Reduced |
| Core Alternative Capital | 315 | $144.9K | 0.02% | +27+9.4% | Added |
| American National Bank | 317 | $145.8K | 0.03% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 327 | $150.4K | 0.09% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 336 | $154.5K | 0.05% | +52+18.3% | Added |
| Center for Financial Planning, Inc. | 349 | $160.5K | 0.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 364 | $167.4K | 0.02% | +2+0.6% | Added |
| Byrne Asset Management LLC | 370 | $170.0K | 0.12% | 00.0% | Unchanged |
| Delta Asset Management LLC | 370 | $170.1K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 371 | $170.6K | 0.05% | +29+8.5% | Added |
| Pointe Capital Management LLC | 375 | $172.4K | 0.13% | +375 | New |
| KB Financial Partners, LLC | 376 | $173.0K | 0.05% | +52+16.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 377 | $173.3K | 0.00% | +240+175.2% | Added |
| SkyView Investment Advisors, LLC | 378 | $174.0K | 0.04% | +61+19.2% | Added |
| Hartford Financial Management Inc. | 380 | $174.7K | 0.05% | 00.0% | Unchanged |