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 |
|---|---|---|---|---|---|
| LJI Wealth Management, LLC | 557 | $256.1K | 0.08% | 00.0% | Unchanged |
| Wealthquest Corp | 560 | $257.5K | 0.03% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 560 | $257.5K | 0.14% | −5−0.9% | Reduced |
| Osborne Partners Capital Management, LLC | 561 | $258.0K | 0.02% | +561 | New |
| Ashton Thomas Private Wealth, LLC | 563 | $258.7K | 0.02% | −23−3.9% | Reduced |
| Addison Advisors LLC | 565 | $259.8K | 0.15% | +118+26.4% | Added |
| Deseret Mutual Benefit Administrators | 566 | $260.3K | 0.10% | −2−0.4% | Reduced |
| Caldwell Trust Co | 569 | $261.6K | 0.04% | −6−1.0% | Reduced |
| Watershed Asset Management, L.L.C. | 569 | $261.6K | 0.32% | +52+10.1% | Added |
| Octavia Wealth Advisors, LLC | 573 | $263.5K | 0.06% | −1−0.2% | Reduced |
| Old Mission Investment Co LLC | 575 | $264.4K | 0.10% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 576 | $264.9K | 0.02% | −66−10.3% | Reduced |
| Quantum Financial Advisors, LLC | 579 | $266.1K | 0.08% | 00.0% | Unchanged |
| Spinnaker Trust | 580 | $266.7K | 0.02% | 00.0% | Unchanged |
| Courier Capital LLC | 580 | $266.7K | 0.03% | +20+3.6% | Added |
| Weil Company, Inc. | 580 | $266.7K | 0.12% | +580 | New |
| Zions Bancorporation, N.A. | 586 | $269.4K | 0.02% | −177−23.2% | Reduced |
| BSW Wealth Partners | 587 | $269.7K | 0.06% | −212−26.5% | Reduced |
| Creative Financial Designs Inc | 590 | $271.5K | 0.04% | 00.0% | Unchanged |
| HBK Investments L P | 591 | $271.7K | 0.01% | +591 | New |
| Raleigh Capital Management Inc. | 592 | $272.2K | 0.13% | +449+314.0% | Added |
| First National Bank | 593 | $272.7K | 0.23% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 593 | $272.7K | 0.01% | −2,840−82.7% | Reduced |
| Investment Management of Virginia LLC | 594 | $273.1K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 595 | $273.6K | 0.03% | −29−4.6% | Reduced |
| Carr Financial Group Corp | 595 | $273.6K | 0.12% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 595 | $273.7K | 0.19% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 599 | $275.4K | 0.16% | +74+14.1% | Added |
| Syntax Advisors, LLC | 599 | $275.4K | 0.21% | +74+14.1% | Added |
| Alta Advisers Ltd | 600 | $275.9K | 0.16% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 600 | $275.9K | 0.07% | +600 | New |
| Berkshire Asset Management LLC | 602 | $276.9K | 0.02% | +602 | New |
| Prosperity Financial Group, Inc. | 606 | $278.6K | 0.28% | +606 | New |
| Morris Retirement Advisors, LLC | 608 | $279.6K | 0.20% | +608 | New |
| Cassia Capital Partners, LLC | 613 | $281.9K | 0.23% | −38−5.8% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 613 | $281.9K | 0.27% | 00.0% | Unchanged |
| Montag A & Associates Inc | 615 | $282.6K | 0.02% | 00.0% | Unchanged |
| Family Firm, Inc. | 620 | $285.1K | 0.08% | +5+0.8% | Added |
| Provence Wealth Management Group | 623 | $286.5K | 0.19% | +173+38.4% | Added |
| Strategic Wealth Partners, Ltd. | 624 | $286.7K | 0.04% | +624 | New |
| Washington Capital Management Inc | 625 | $287.4K | 0.26% | 00.0% | Unchanged |
| LVW Advisors, LLC | 626 | $287.8K | 0.06% | −1−0.2% | Reduced |
| Jacobi Capital Management LLC | 629 | $289.0K | 0.03% | −9−1.4% | Reduced |
| Saranac Partners Ltd | 630 | $289.7K | 0.17% | +630 | New |
| Atlantic Union Bankshares Corp | 633 | $291.1K | 0.03% | −50−7.3% | Reduced |
| FourThought Financial Partners, LLC | 633 | $291.1K | 0.04% | +37+6.2% | Added |
| Virtue Capital Management, LLC | 644 | $291.3K | 0.05% | −253−28.2% | Reduced |
| First Bank & Trust | 637 | $292.9K | 0.08% | −36−5.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 637 | $293.0K | 0.01% | +5+0.8% | Added |
| FSM Wealth Advisors, LLC | 638 | $293.4K | 0.17% | +8+1.3% | Added |
| Joel Isaacson & Co., LLC | 640 | $294.3K | 0.02% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 640 | $294.3K | 0.01% | +640 | New |
| Diligent Investors, LLC | 640 | $294.4K | 0.09% | +54+9.2% | Added |
| InterOcean Capital Group, LLC | 643 | $295.7K | 0.01% | −24−3.6% | Reduced |
| Woodstock Corp | 646 | $297.0K | 0.04% | −15−2.3% | Reduced |
| Truvestments Capital LLC | 648 | $297.9K | 0.16% | −560−46.4% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 648 | $298.0K | 0.02% | −15−2.3% | Reduced |
| Richard W. Paul & Associates, LLC | 649 | $298.4K | 0.14% | +649 | New |
| Chicago Trust Co NA | 650 | $298.9K | 0.08% | +33+5.3% | Added |
| Godshalk Welsh Capital Management, Inc. | 650 | $298.9K | 0.21% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 650 | $299.1K | 0.02% | −2,212−77.3% | Reduced |
| Affinity Investment Advisors, LLC | 652 | $299.8K | 0.16% | +1+0.2% | Added |
| SageView Advisory Group, LLC | 650 | $299.9K | 0.02% | +56+9.4% | Added |
| E Fund Management Co., Ltd. | 658 | $303.0K | 0.02% | −8−1.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 662 | $304.4K | 0.05% | −50−7.0% | Reduced |
| Drive Wealth Management, LLC | 665 | $305.9K | 0.13% | +90+15.7% | Added |
| Court Place Advisors, LLC | 667 | $306.7K | 0.11% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 672 | $309.0K | 0.02% | +4+0.6% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 675 | $310.4K | 0.27% | +258+61.9% | Added |
| Aldebaran Financial Inc. | 679 | $312.3K | 0.42% | −100−12.8% | Reduced |
| Reston Wealth Management LLC | 681 | $313.3K | 0.16% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 672 | $314.9K | 0.18% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,421 | $315.1K | 0.02% | −1,476−50.9% | Reduced |
| Berger Financial Group, Inc | 686 | $315.3K | 0.04% | −7−1.0% | Reduced |
| First Horizon Advisors, Inc. | 688 | $316.3K | 0.01% | −6−0.9% | Reduced |
| Summit Financial Group Inc | 688 | $316.3K | 0.13% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 693 | $318.6K | 0.02% | −510−42.4% | Reduced |
| Cypress Capital Group | 693 | $318.6K | 0.05% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 693 | $318.6K | 0.01% | +7+1.0% | Added |
| Five Oceans Advisors | 694 | $319.1K | 0.21% | −64−8.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 694 | $319.1K | 0.00% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 694 | $319.1K | 0.14% | 00.0% | Unchanged |
| Adams Wealth Management | 695 | $319.6K | 0.10% | 00.0% | Unchanged |
| Zhang Financial LLC | 696 | $320.3K | 0.04% | −19−2.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 698 | $320.9K | 0.06% | +698 | New |
| Fosun International Ltd | 700 | $321.9K | 0.03% | +150+27.3% | Added |
| Brandywine Oak Private Wealth LLC | 701 | $322.3K | 0.04% | −34−4.6% | Reduced |
| SRS Capital Advisors, Inc. | 703 | $323.2K | 0.04% | +47+7.2% | Added |
| Sierra Capital LLC | 704 | $324.0K | 0.05% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 706 | $324.6K | 0.29% | −57−7.5% | Reduced |
| MQS Management LLC | 710 | $326.5K | 0.21% | +710 | New |
| Canal Capital Management, LLC | 710 | $326.6K | 0.07% | −53−6.9% | Reduced |
| Strategic Blueprint, LLC | 710 | $326.7K | 0.03% | −90−11.3% | Reduced |
| Circle Wealth Management, LLC | 711 | $326.9K | 0.05% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 718 | $330.0K | 0.20% | +4+0.6% | Added |
| Smithfield Trust Co | 711 | $330.0K | 0.02% | +380+114.8% | Added |
| Fulton Breakefield Broenniman LLC | 718 | $330.1K | 0.03% | +3+0.4% | Added |
| Legacy Financial Advisors, Inc. | 723 | $332.8K | 0.07% | +71+10.9% | Added |
| Sompo Asset Management Co., Ltd. | 730 | $335.7K | 0.07% | +190+35.2% | Added |
| Venture Visionary Partners LLC | 733 | $336.8K | 0.02% | −197−21.2% | Reduced |