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 |
|---|---|---|---|---|---|
| Arlington Partners LLC | 957 | $440.0K | 0.06% | +70+7.9% | Added |
| Patton Albertson Miller Group, LLC | 958 | $440.5K | 0.08% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 958 | $440.7K | 0.14% | +105+12.3% | Added |
| Sage Mountain Advisors LLC | 960 | $441.4K | 0.07% | +960 | New |
| EverSource Wealth Advisors, LLC | 968 | $445.4K | 0.06% | −69−6.7% | Reduced |
| First National Bank of South Miami | 975 | $448.3K | 0.36% | −67−6.4% | Reduced |
| Charter Trust Co | 975 | $448.3K | 0.04% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 976 | $448.8K | 0.44% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 987 | $453.8K | 0.02% | −1,349−57.7% | Reduced |
| Waldron Private Wealth LLC | 987 | $453.8K | 0.02% | −20−2.0% | Reduced |
| Holderness Investments Co | 988 | $454.3K | 0.18% | +35+3.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 989 | $454.8K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 992 | $456.1K | 0.05% | −70−6.6% | Reduced |
| Telemus Capital, LLC | 993 | $456.6K | 0.04% | −16−1.6% | Reduced |
| Moore Capital Management, LP | 1,000 | $459.8K | 0.01% | +1,000 | New |
| Connacht Asset Management LP | 1,006 | $462.6K | 1.33% | +1,006 | New |
| Cable Hill Partners, LLC | 1,009 | $463.9K | 0.08% | −245−19.5% | Reduced |
| First Affirmative Financial Network | 1,012 | $465.5K | 0.54% | −3−0.3% | Reduced |
| Fundamentun, LLC | 1,013 | $466.2K | 0.08% | +1,013 | New |
| Hengehold Capital Management LLC | 1,015 | $466.7K | 0.06% | +1+0.1% | Added |
| Park National Corp | 1,020 | $469.0K | 0.02% | −60−5.6% | Reduced |
| Credit Capital Investments LLC | 1,022 | $469.9K | 0.61% | +1,022 | New |
| Larson Financial Group LLC | 1,024 | $470.8K | 0.05% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,026 | $471.8K | 0.02% | +6+0.6% | Added |
| Indiana Trust & Investment Management CO | 1,027 | $472.2K | 0.26% | −1,096−51.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,034 | $475.5K | 0.02% | +229+28.4% | Added |
| Basepoint Wealth LLC | 1,038 | $477.3K | 0.40% | −11−1.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,040 | $478.2K | 0.35% | 00.0% | Unchanged |
| Capital Financial Planning, LLC | 1,043 | $479.6K | 0.19% | +3+0.3% | Added |
| NorthRock Partners, LLC | 1,044 | $480.2K | 0.05% | −290−21.7% | Reduced |
| Weinberger Asset Management, Inc | 1,047 | $481.6K | 0.28% | +3+0.3% | Added |
| Teza Capital Management LLC | 1,048 | $481.9K | 0.10% | −681−39.4% | Reduced |
| Laidlaw Wealth Management LLC | 1,050 | $482.7K | 0.10% | +513+95.5% | Added |
| Campion Asset Management LLC | 1,050 | $482.8K | 0.46% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 1,050 | $482.8K | 0.47% | +150+16.7% | Added |
| Aspiriant, LLC | 1,056 | $485.6K | 0.03% | +194+22.5% | Added |
| J.W. Cole Advisors, Inc. | 1,062 | $488.5K | 0.03% | +6+0.6% | Added |
| Fukoku Mutual Life Insurance Co | 1,063 | $488.8K | 0.04% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,066 | $490.0K | 0.07% | +1,066 | New |
| Ellevest, Inc. | 1,068 | $491.1K | 0.04% | −152−12.5% | Reduced |
| Compton Wealth Advisory Group, LLC | 1,070 | $492.0K | 0.17% | −86−7.4% | Reduced |
| Kingsview Wealth Management, LLC | 1,093 | $502.6K | 0.02% | −457−29.5% | Reduced |
| Bridgefront Capital, LLC | 1,096 | $504.0K | 0.31% | +1,096 | New |
| JB Capital LLC | 1,099 | $505.3K | 0.05% | 00.0% | Unchanged |
| Dodge & Cox | 1,100 | $505.8K | 0.00% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 1,101 | $506.1K | 0.19% | +75+7.3% | Added |
| Cim Investment Mangement Inc | 1,113 | $511.8K | 0.19% | +54+5.1% | Added |
| Sound View Wealth Advisors Group, LLC | 1,115 | $512.6K | 0.07% | −89−7.4% | Reduced |
| United Community Bank | 1,115 | $512.7K | 0.48% | 00.0% | Unchanged |
| Farmers Trust Co | 1,126 | $517.7K | 0.11% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 1,128 | $518.7K | 0.07% | 00.0% | Unchanged |
| Inceptionr LLC | 1,130 | $519.6K | 0.17% | +573+102.9% | Added |
| Alpha Omega Wealth Management LLC | 1,137 | $522.9K | 0.09% | −30−2.6% | Reduced |
| Petrus Trust Company, LTA | 1,138 | $523.3K | 0.06% | +531+87.5% | Added |
| Lingohr & Partner Asset Management GmbH | 1,139 | $524.0K | 1.34% | +200+21.3% | Added |
| Country Club Bank | 1,142 | $524.1K | 0.04% | +75+7.0% | Added |
| Owen LaRue, LLC | 1,084 | $526.2K | 0.57% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,146 | $527.3K | 0.21% | −38−3.2% | Reduced |
| We Are One Seven, LLC | 1,156 | $531.6K | 0.03% | +211+22.3% | Added |
| Glenview Trust Co | 1,162 | $534.3K | 0.02% | +283+32.2% | Added |
| Ascent Group, LLC | 1,166 | $536.1K | 0.06% | −312−21.1% | Reduced |
| Burns Matteson Capital Management, LLC | 1,168 | $537.1K | 0.34% | −5−0.4% | Reduced |
| Harbour Investments, Inc. | 1,171 | $538.4K | 0.03% | +312+36.3% | Added |
| Naviter Wealth, LLC | 1,179 | $542.3K | 0.19% | +1,179 | New |
| Stiles Financial Services Inc | 1,199 | $551.3K | 0.30% | +4+0.3% | Added |
| First National Bank of Hutchinson | 1,199 | $551.3K | 0.44% | −530−30.7% | Reduced |
| First Western Trust Bank | 1,200 | $551.8K | 0.03% | 00.0% | Unchanged |
| LRT Capital Management, LLC | 1,200 | $551.8K | 0.41% | +1,200 | New |
| Kapstone Financial Advisors LLC | 1,114 | $553.0K | 0.50% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,227 | $564.2K | 0.14% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,228 | $564.8K | 0.19% | +1,216+10,133.3% | Added |
| Accredited Investors Inc. | 1,232 | $566.5K | 0.04% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 1,236 | $568.3K | 0.09% | −137−10.0% | Reduced |
| Eqis Capital Management, Inc. | 1,237 | $568.9K | 0.06% | −174−12.3% | Reduced |
| Signet Financial Management, LLC | 1,248 | $574.0K | 0.10% | −21−1.7% | Reduced |
| City Holding Co | 1,250 | $574.7K | 0.10% | 00.0% | Unchanged |
| Shay Capital LLC | 1,250 | $574.8K | 0.24% | +1,250 | New |
| RSM US Wealth Management LLC | 1,251 | $575.2K | 0.02% | −81−6.1% | Reduced |
| Alps Advisors Inc | 1,255 | $577.1K | 0.01% | −68−5.1% | Reduced |
| Axxcess Wealth Management, LLC | 1,266 | $582.1K | 0.05% | −9−0.7% | Reduced |
| Solidarilty Wealth, LLC | 1,268 | $583.0K | 0.26% | +1,268 | New |
| Prospera Financial Services Inc | 1,270 | $585.2K | 0.02% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 1,264 | $586.5K | 0.43% | +161+14.6% | Added |
| Fidelis Capital Partners, LLC | 1,267 | $588.5K | 0.25% | +1,267 | New |
| Pettinga Financial Advisors, LLC | 1,281 | $588.9K | 0.18% | +1+0.1% | Added |
| Warren Averett Asset Management, LLC | 1,284 | $590.2K | 0.03% | +458+55.4% | Added |
| CFO4Life Group, LLC | 1,285 | $590.8K | 0.13% | −55−4.1% | Reduced |
| Wedmont Private Capital | 1,224 | $593.6K | 0.08% | −253−17.1% | Reduced |
| PDS Planning, Inc | 1,296 | $595.9K | 0.08% | +301+30.3% | Added |
| Moors & Cabot, Inc. | 1,298 | $596.8K | 0.04% | +227+21.2% | Added |
| Shufro Rose & Co LLC | 1,300 | $597.8K | 0.06% | −100−7.1% | Reduced |
| Personal Cfo Solutions, LLC | 1,303 | $599.0K | 0.12% | −56−4.1% | Reduced |
| Ninepoint Partners LP | 1,310 | $602.4K | 0.08% | +420+47.2% | Added |
| KFG Wealth Management, LLC | 1,214 | $602.4K | 0.42% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,314 | $603.0K | 0.01% | +55+4.4% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 1,317 | $604.5K | 0.58% | +1,317 | New |
| LS Investment Advisors, LLC | 1,315 | $604.6K | 0.11% | +375+39.9% | Added |
| Douglass Winthrop Advisors, LLC | 1,325 | $609.0K | 0.02% | −36−2.6% | Reduced |
| Continuum Advisory, LLC | 1,328 | $610.6K | 0.10% | +31+2.4% | Added |
| Citizens Financial Group Inc | 1,334 | $613.2K | 0.02% | −203−13.2% | Reduced |