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 |
|---|---|---|---|---|---|
| Arete Wealth Advisors, LLC | 733 | $337.0K | 0.03% | +1+0.1% | Added |
| Jackson Square Partners, LLC | 734 | $337.5K | 0.01% | +71+10.7% | Added |
| OneAscent Wealth Management LLC | 735 | $338.0K | 0.13% | −117−13.7% | Reduced |
| Fort Point Capital Partners LLC | 739 | $339.8K | 0.06% | +43+6.2% | Added |
| Convergence Investment Partners, LLC | 741 | $341.0K | 0.20% | −4−0.5% | Reduced |
| First National Trust Co | 742 | $341.2K | 0.02% | +15+2.1% | Added |
| Evergreen Capital Management LLC | 743 | $341.6K | 0.02% | −208−21.9% | Reduced |
| SRB Corp | 746 | $343.0K | 0.02% | −194−20.6% | Reduced |
| Cloverfields Capital Group, LP | 748 | $343.9K | 0.10% | +748 | New |
| AIA Group Ltd | 751 | $345.3K | 0.02% | −2,260−75.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 728 | $346.1K | 0.15% | +728 | New |
| Trilogy Capital Inc. | 753 | $346.1K | 0.02% | +142+23.2% | Added |
| Altfest L J & Co Inc | 756 | $347.0K | 0.05% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 755 | $347.0K | 0.21% | +755 | New |
| Centaurus Financial, Inc. | 760 | $349.0K | 0.03% | +760 | New |
| Capital Management Corp | 760 | $349.5K | 0.08% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 760 | $349.5K | 0.02% | +760 | New |
| Thrive Wealth Management, LLC | 761 | $350.0K | 0.09% | +24+3.3% | Added |
| Ridgecrest Wealth Partners, LLC | 765 | $351.8K | 0.25% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 766 | $352.0K | 0.16% | +3+0.4% | Added |
| Blueshift Asset Management, LLC | 769 | $353.6K | 0.15% | +769 | New |
| Good Life Advisors, LLC | 773 | $355.4K | 0.05% | −40−4.9% | Reduced |
| Jackson Creek Investment Advisors LLC | 778 | $358.0K | 0.15% | −3−0.4% | Reduced |
| Glassman Wealth Services | 782 | $359.6K | 0.06% | +6+0.8% | Added |
| Cohen & Steers, Inc. | 784 | $360.0K | 0.00% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 784 | $360.0K | 0.02% | +19+2.5% | Added |
| ING Groep NV | 784 | $360.5K | 0.00% | −39,823−98.1% | Reduced |
| Allworth Financial LP | 784 | $360.7K | 0.00% | +211+36.8% | Added |
| East Coast Asset Management, LLC. | 785 | $361.0K | 0.16% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 785 | $361.0K | 0.08% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 786 | $361.0K | 0.23% | −68−8.0% | Reduced |
| Kolinsky Wealth Management, LLC | 787 | $362.0K | 0.38% | +21+2.7% | Added |
| Atlantic Trust, LLC | 792 | $364.2K | 0.12% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 793 | $364.6K | 0.06% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 793 | $364.6K | 0.05% | +336+73.5% | Added |
| Meyer Handelman Co | 800 | $367.8K | 0.02% | 00.0% | Unchanged |
| CSS LLC | 800 | $367.8K | 0.03% | +800 | New |
| Evercore Wealth Management, LLC | 805 | $370.1K | 0.01% | −12−1.5% | Reduced |
| Legacy Advisors, LLC | 807 | $371.1K | 0.07% | +6+0.7% | Added |
| Financial Enhancement Group LLC | 834 | $371.9K | 0.07% | 00.0% | Unchanged |
| Valley National Advisers Inc | 803 | $372.0K | 0.07% | 00.0% | Unchanged |
| Atlas Wealth LLC | 810 | $372.4K | 0.07% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 811 | $372.9K | 0.10% | +67+9.0% | Added |
| CWM Advisors, LLC | 814 | $374.3K | 0.05% | +147+22.0% | Added |
| Legacy Capital Group California, Inc. | 814 | $374.3K | 0.18% | +814 | New |
| Keel Point, LLC | 816 | $375.3K | 0.05% | −42−4.9% | Reduced |
| Arkadios Wealth Advisors | 819 | $376.7K | 0.04% | −439−34.9% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 822 | $378.1K | 0.03% | +26+3.3% | Added |
| Bradley Foster & Sargent Inc | 830 | $381.6K | 0.01% | −6−0.7% | Reduced |
| OneAscent Financial Services LLC | 838 | $385.0K | 0.16% | −119−12.4% | Reduced |
| Walleye Capital LLC | 838 | $385.3K | 0.01% | +838 | New |
| Advisors Capital Management, LLC | 841 | $387.0K | 0.01% | +20+2.4% | Added |
| Meridian Wealth Management, LLC | 842 | $387.2K | 0.03% | +100+13.5% | Added |
| Oxbow Advisors, LLC | 844 | $388.1K | 0.07% | −109−11.4% | Reduced |
| Whalerock Point Partners, LLC | 845 | $388.5K | 0.14% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 845 | $388.6K | 0.06% | +13+1.6% | Added |
| Ascent Wealth Partners, LLC | 846 | $389.0K | 0.08% | +17+2.1% | Added |
| IHT Wealth Management, LLC | 851 | $391.4K | 0.02% | +76+9.8% | Added |
| Harbor Group, Inc. | 852 | $391.8K | 0.23% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 858 | $394.5K | 0.22% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 865 | $397.6K | 0.01% | −30−3.4% | Reduced |
| Dover Advisors, LLC | 865 | $397.7K | 0.38% | +50+6.1% | Added |
| Monument Capital Management | 866 | $398.2K | 0.13% | −117−11.9% | Reduced |
| Sendero Wealth Management, LLC | 866 | $398.2K | 0.12% | +110+14.6% | Added |
| Dakota Wealth Management | 867 | $398.6K | 0.03% | +150+20.9% | Added |
| LGT Financial Advisors LLC | 867 | $398.7K | 0.74% | +867 | New |
| Humankind Investments LLC | 879 | $404.2K | 0.17% | +4+0.5% | Added |
| HM Payson & Co | 879 | $404.2K | 0.01% | +25+2.9% | Added |
| Concord Wealth Partners | 879 | $404.4K | 0.11% | +160+22.3% | Added |
| Hilltop Partners LLC | 884 | $406.5K | 0.18% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 884 | $406.5K | 0.19% | +20+2.3% | Added |
| First Light Asset Management, LLC | 886 | $407.4K | 0.04% | 00.0% | Unchanged |
| JT Stratford LLC | 893 | $410.6K | 0.12% | +153+20.7% | Added |
| HFG Advisors, Inc. | 894 | $411.0K | 0.47% | +2+0.2% | Added |
| Latitude Advisors, LLC | 894 | $411.1K | 0.30% | +94+11.8% | Added |
| Client 1st Advisory Group, LLC | 898 | $412.9K | 0.22% | 00.0% | Unchanged |
| Financial Advisory Group | 899 | $413.3K | 0.08% | +124+16.0% | Added |
| Horan Securities, Inc. | 901 | $414.3K | 0.21% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 911 | $418.7K | 0.10% | −70−7.1% | Reduced |
| Wealth Advisory Solutions, LLC | 912 | $419.3K | 0.11% | 00.0% | Unchanged |
| First County Bank | 912 | $419.3K | 0.21% | +9+1.0% | Added |
| Transcend Wealth Collective, LLC | 915 | $420.8K | 0.04% | −40−4.2% | Reduced |
| Cassady Schiller Wealth Management, LLC | 916 | $421.2K | 0.20% | 00.0% | Unchanged |
| Colonial Trust Co | 920 | $423.0K | 0.11% | +456+98.3% | Added |
| Mission Creek Capital Partners, Inc. | 924 | $424.9K | 0.14% | −507−35.4% | Reduced |
| Verity Asset Management, Inc. | 926 | $425.8K | 0.25% | +14+1.5% | Added |
| GSB Wealth Management, LLC | 932 | $428.5K | 0.14% | +1+0.1% | Added |
| Gsa Capital Partners LLP | 936 | $430.0K | 0.04% | +936 | New |
| Allstate Corp | 936 | $430.4K | 0.03% | −9,497−91.0% | Reduced |
| Brown Brothers Harriman & Co | 937 | $430.8K | 0.00% | +108+13.0% | Added |
| Everett Harris & Co | 938 | $431.3K | 0.01% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 940 | $432.2K | 0.05% | −40−4.1% | Reduced |
| Geller Advisors LLC | 941 | $432.7K | 0.06% | +159+20.3% | Added |
| Gladstone Institutional Advisory LLC | 947 | $435.4K | 0.03% | +48+5.3% | Added |
| American Trust | 947 | $435.4K | 0.03% | +30+3.3% | Added |
| Bartlett & Co. LLC | 951 | $437.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 951 | $437.3K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 952 | $437.7K | 0.14% | −119−11.1% | Reduced |
| Regent Peak Wealth Advisors LLC | 952 | $437.7K | 0.14% | +15+1.6% | Added |
| Bell Investment Advisors, Inc | 954 | $438.5K | 0.10% | −12−1.2% | Reduced |