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 |
|---|---|---|---|---|---|
| Dark Forest Capital Management LP | 396 | $182.1K | 0.04% | +329+491.0% | Added |
| Avalon Trust Co | 400 | $183.9K | 0.02% | +400 | New |
| Parkside Financial Bank & Trust | 406 | $186.7K | 0.05% | +76+23.0% | Added |
| Machina Capital S.A.S. | 411 | $189.0K | 0.17% | −148−26.5% | Reduced |
| Washington Trust Co | 414 | $190.4K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 415 | $190.8K | 0.07% | +1+0.2% | Added |
| Covestor Ltd | 427 | $196.0K | 0.17% | +90+26.7% | Added |
| Benjamin Edwards Inc | 429 | $197.0K | 0.05% | +75+21.2% | Added |
| Colonial Trust Advisors | 432 | $198.6K | 0.02% | −1−0.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 436 | $200.3K | 0.01% | −1−0.2% | Reduced |
| Triad Financial Advisors, Inc. | 439 | $201.9K | 0.09% | −3−0.7% | Reduced |
| Alpha Family Trust | 440 | $202.3K | 0.16% | +10+2.3% | Added |
| Gillespie Robinson & Grimm Inc | 441 | $202.8K | 0.02% | −81−15.5% | Reduced |
| Gemmer Asset Management LLC | 442 | $203.2K | 0.03% | 00.0% | Unchanged |
| Strategic Equity Management | 442 | $203.2K | 0.07% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 442 | $203.2K | 0.04% | −13−2.9% | Reduced |
| DT Investment Partners, LLC | 431 | $203.6K | 0.02% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 446 | $204.9K | 0.01% | +2+0.5% | Added |
| Aurora Private Wealth, Inc. | 445 | $205.0K | 0.22% | 00.0% | Unchanged |
| State of Wyoming | 447 | $205.5K | 0.07% | +447 | New |
| Pecaut & Co. | 450 | $206.9K | 0.09% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 450 | $206.9K | 0.00% | +8+1.8% | Added |
| Accretive Wealth Partners, LLC | 450 | $206.9K | 0.13% | +15+3.4% | Added |
| Trust Investment Advisors | 452 | $207.8K | 0.19% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 454 | $208.8K | 0.02% | +1+0.2% | Added |
| Bank of Hawaii | 455 | $209.2K | 0.01% | −64−12.3% | Reduced |
| Sage Rhino Capital LLC | 455 | $209.2K | 0.06% | −3−0.7% | Reduced |
| AIMZ Investment Advisors, LLC | 456 | $209.7K | 0.09% | −53−10.4% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 460 | $211.5K | 0.22% | +460 | New |
| Addison Capital Co | 460 | $212.0K | 0.16% | +460 | New |
| Forum Private Client Group LLC | 463 | $212.9K | 0.13% | −2−0.4% | Reduced |
| Global Assets Advisory, LLC | 441 | $213.0K | 0.22% | −480−52.1% | Reduced |
| WMS Partners, LLC | 464 | $213.3K | 0.02% | −13−2.7% | Reduced |
| Capula Management Ltd | 466 | $214.3K | 0.02% | −4,262−90.1% | Reduced |
| Clear Street Markets LLC | 467 | $215.0K | 0.06% | +226+93.8% | Added |
| International Assets Investment Management, LLC | 469 | $215.6K | 0.03% | −310−39.8% | Reduced |
| Carret Asset Management, LLC | 470 | $216.0K | 0.03% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 472 | $217.0K | 0.04% | +472 | New |
| Abacus Planning Group, Inc. | 473 | $217.5K | 0.06% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 473 | $217.5K | 0.03% | −35−6.9% | Reduced |
| Claro Advisors LLC | 475 | $218.5K | 0.06% | +475 | New |
| Renaissance Group LLC | 478 | $219.8K | 0.01% | −35−6.8% | Reduced |
| Riverwater Partners LLC | 478 | $219.8K | 0.20% | +478 | New |
| BCJ Capital Management, LLC | 479 | $220.2K | 0.02% | −27−5.3% | Reduced |
| Hilltop Holdings Inc. | 480 | $220.7K | 0.03% | +19+4.1% | Added |
| Koshinski Asset Management, Inc. | 481 | $221.3K | 0.02% | −3−0.6% | Reduced |
| Flagship Harbor Advisors, LLC | 483 | $222.3K | 0.02% | +36+8.1% | Added |
| Orgel Wealth Management, LLC | 485 | $223.0K | 0.01% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 486 | $223.5K | 0.08% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 487 | $223.9K | 0.07% | +1+0.2% | Added |
| TownSquare Capital, LLC | 488 | $224.4K | 0.00% | +488 | New |
| First Manhattan Co | 492 | $226.2K | 0.00% | +34+7.4% | Added |
| Guyasuta Investment Advisors Inc | 492 | $226.2K | 0.02% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 493 | $226.5K | 0.05% | +493 | New |
| Nwam LLC | 492 | $226.6K | 0.02% | −81−14.1% | Reduced |
| Old Port Advisors | 463 | $226.7K | 0.08% | −40−8.0% | Reduced |
| Essex Savings Bank | 494 | $227.1K | 0.08% | −190−27.8% | Reduced |
| Formidable Asset Management, LLC | 486 | $229.0K | 0.05% | +1+0.2% | Added |
| Williams Jones Wealth Management, LLC. | 500 | $229.9K | 0.00% | −100−16.7% | Reduced |
| Harbour Capital Advisors, LLC | 500 | $229.9K | 0.07% | 00.0% | Unchanged |
| Symmetry Investments LP | 500 | $229.9K | 0.11% | +500 | New |
| Baldwin Investment Management, LLC | 503 | $231.3K | 0.04% | −147−22.6% | Reduced |
| Grove Bank & Trust | 503 | $231.3K | 0.05% | +52+11.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 504 | $231.9K | 0.00% | +504 | New |
| Kozak & Associates, Inc. | 505 | $232.0K | 0.10% | +1+0.2% | Added |
| Atticus Wealth Management, LLC | 506 | $232.9K | 0.09% | −32−5.9% | Reduced |
| Proficio Capital Partners LLC | 507 | $233.3K | 0.04% | −85−14.4% | Reduced |
| Wintrust Investments LLC | 508 | $234.0K | 0.03% | −3−0.6% | Reduced |
| Insigneo Advisory Services, LLC | 509 | $234.0K | 0.07% | +56+12.4% | Added |
| North Star Investment Management Corp. | 511 | $235.0K | 0.02% | +500+4,545.5% | Added |
| Philadelphia Trust Co | 512 | $235.0K | 0.02% | 00.0% | Unchanged |
| DFPG Investments, LLC | 513 | $235.9K | 0.03% | +513 | New |
| Old North State Trust, LLC | 513 | $236.0K | 0.16% | 00.0% | Unchanged |
| Providence First Trust Co | 517 | $237.7K | 0.14% | 00.0% | Unchanged |
| NinePointTwo Capital | 518 | $238.0K | 0.09% | +518 | New |
| Wiley Bros.-Aintree Capital, LLC | 519 | $238.4K | 0.11% | +1+0.2% | Added |
| Patron Partners Advisors, LLC | 519 | $238.6K | 0.18% | +21+4.2% | Added |
| CVA Family Office, LLC | 519 | $238.6K | 0.05% | +54+11.6% | Added |
| Ignite Planners, LLC | 493 | $239.1K | 0.10% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 521 | $239.4K | 0.03% | +4+0.8% | Added |
| Intelligence Driven Advisers, LLC | 494 | $239.4K | 0.04% | +23+4.9% | Added |
| Alliance Wealth Advisors, LLC | 521 | $239.6K | 0.18% | −37−6.6% | Reduced |
| Koss-Olinger Consulting, LLC | 521 | $240.0K | 0.03% | +83+18.9% | Added |
| Summit Place Financial Advisors, LLC | 525 | $241.4K | 0.17% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 528 | $242.8K | 0.08% | −647−55.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 529 | $243.2K | 0.01% | −25−4.5% | Reduced |
| Sustainable Insight Capital Management, LLC | 531 | $244.2K | 0.25% | −76−12.5% | Reduced |
| StrategIQ Financial Group, LLC | 532 | $244.6K | 0.03% | 00.0% | Unchanged |
| Fort, L.P. | 534 | $245.5K | 0.63% | −313−37.0% | Reduced |
| Roberts Glore & Co Inc | 537 | $246.9K | 0.08% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 537 | $246.9K | 0.06% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 539 | $247.8K | 0.11% | −9−1.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 540 | $248.3K | 0.02% | +32+6.3% | Added |
| Bridgeworth, LLC | 540 | $248.5K | 0.03% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 541 | $248.8K | 0.01% | −7−1.3% | Reduced |
| Thoroughbred Financial Services, LLC | 543 | $250.0K | 0.04% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 548 | $252.0K | 0.16% | −59−9.7% | Reduced |
| E&G Advisors, LP | 550 | $252.9K | 0.09% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 551 | $253.4K | 0.01% | −16,042−96.7% | Reduced |
| Tranquilli Financial Advisor LLC | 555 | $255.2K | 0.19% | +41+8.0% | Added |