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 |
|---|---|---|---|---|---|
| Northeast Investment Management | 1,343 | $617.5K | 0.04% | −4−0.3% | Reduced |
| Summit Trail Advisors, LLC | 1,347 | $619.4K | 0.02% | +472+53.9% | Added |
| Wealth Management Associates, Inc. | 1,360 | $625.4K | 0.39% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 1,362 | $626.3K | 0.03% | +179+15.1% | Added |
| Palisades Hudson Asset Management, L.P. | 1,365 | $628.0K | 0.34% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,369 | $629.5K | 0.11% | −31−2.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,387 | $637.8K | 0.11% | +4+0.3% | Added |
| Baader Bank INC | 1,390 | $639.1K | 0.05% | −600−30.2% | Reduced |
| Vise Technologies, Inc. | 1,391 | $639.6K | 0.17% | +381+37.7% | Added |
| Private Trust Co NA | 1,395 | $641.2K | 0.09% | −67−4.6% | Reduced |
| Column Capital Advisors, LLC | 1,395 | $641.6K | 0.10% | +483+53.0% | Added |
| Winton Group Ltd | 1,396 | $641.9K | 0.04% | −6,138−81.5% | Reduced |
| Wealth Alliance | 1,397 | $642.7K | 0.10% | +74+5.6% | Added |
| Sowell Financial Services LLC | 1,398 | $643.0K | 0.05% | +1,398 | New |
| WESPAC Advisors SoCal, LLC | 1,408 | $647.5K | 0.22% | −102−6.8% | Reduced |
| Salem Investment Counselors Inc | 1,418 | $652.0K | 0.03% | −50−3.4% | Reduced |
| Proequities, Inc. | 1,422 | $654.0K | 0.05% | −191−11.8% | Reduced |
| Bridges Investment Management Inc | 1,425 | $655.2K | 0.02% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 1,438 | $661.2K | 0.62% | +103+7.7% | Added |
| Plancorp, LLC | 1,444 | $664.0K | 0.04% | −3−0.2% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 1,474 | $671.0K | 0.28% | −480−24.6% | Reduced |
| Bessemer Securities LLC | 1,462 | $672.0K | 0.31% | −232−13.7% | Reduced |
| Stony Point Wealth Management Inc. | 1,465 | $673.5K | 0.35% | −36−2.4% | Reduced |
| Brookstone Capital Management | 1,399 | $677.6K | 0.01% | −122−8.0% | Reduced |
| Monarch Capital Management Inc | 1,476 | $678.7K | 0.21% | −195−11.7% | Reduced |
| Shelton Capital Management | 1,476 | $678.7K | 0.03% | −46−3.0% | Reduced |
| Schechter Investment Advisors, LLC | 1,479 | $679.9K | 0.06% | −34−2.2% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,479 | $680.1K | 0.31% | +219+17.4% | Added |
| Great Diamond Partners, LLC | 1,484 | $682.4K | 0.20% | −16−1.1% | Reduced |
| Northwest Bancshares, Inc. | 1,492 | $686.0K | 0.13% | −66−4.2% | Reduced |
| Wesbanco Bank Inc | 1,497 | $688.0K | 0.03% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,497 | $688.4K | 0.03% | −97−6.1% | Reduced |
| Everhart Financial Group, Inc. | 1,503 | $691.3K | 0.31% | +3+0.2% | Added |
| Hillsdale Investment Management Inc. | 1,504 | $691.6K | 0.06% | −10−0.7% | Reduced |
| Taylor Hoffman Wealth Management | 1,514 | $696.2K | 0.38% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 1,519 | $698.5K | 0.10% | +70+4.8% | Added |
| Wolverine Trading, LLC | 1,524 | $699.0K | 0.02% | −1,145−42.9% | Reduced |
| Quantamental Technologies LLC | 1,522 | $699.8K | 0.38% | +1,522 | New |
| Valmark Advisers, Inc. | 1,530 | $703.4K | 0.02% | +708+86.1% | Added |
| Central Trust Co | 1,531 | $704.0K | 0.02% | −1,305−46.0% | Reduced |
| Prudent Man Advisors, LLC | 1,552 | $714.0K | 0.28% | −38−2.4% | Reduced |
| Windsor Group LTD | 1,477 | $716.0K | 0.14% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,561 | $717.8K | 0.14% | +91+6.2% | Added |
| J. W. Coons Advisors, LLC | 1,565 | $719.6K | 0.21% | +97+6.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,566 | $720.1K | 0.10% | +62+4.1% | Added |
| Detalus Advisors, LLC | 1,568 | $721.1K | 0.34% | +1,568 | New |
| DGS Capital Management, LLC | 1,575 | $724.3K | 0.40% | −19−1.2% | Reduced |
| Sentry Investment Management LLC | 1,578 | $726.0K | 0.30% | −497−24.0% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 2,883 | $726.6K | 0.82% | +1,812+169.2% | Added |
| EP Wealth Advisors, LLC | 14,986 | $727.3K | 0.01% | +13,283+780.0% | Added |
| Hollencrest Capital Management | 1,587 | $729.7K | 0.08% | +3+0.2% | Added |
| Systematic Alpha Investments, LLC | 1,597 | $734.3K | 0.04% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 1,608 | $739.4K | 0.86% | −66−3.9% | Reduced |
| Nilsine Partners, LLC | 1,610 | $740.3K | 0.12% | +1,610 | New |
| Graypoint LLC | 1,615 | $742.4K | 0.08% | +536+49.7% | Added |
| Simplify Asset Management Inc. | 1,619 | $744.4K | 0.13% | −2,818−63.5% | Reduced |
| Thomasville National Bank | 1,627 | $748.1K | 0.08% | −13−0.8% | Reduced |
| Summit X, LLC | 1,630 | $751.0K | 0.19% | +274+20.2% | Added |
| Brogan Financial, Inc. | 1,635 | $751.8K | 0.65% | 00.0% | Unchanged |
| Terry L. Blaker | 1,654 | $760.5K | 0.07% | +3+0.2% | Added |
| Compass Wealth Management LLC | 1,658 | $762.4K | 0.24% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 1,665 | $765.6K | 0.19% | +60+3.7% | Added |
| Strategic Investment Advisors | 1,673 | $769.5K | 0.14% | +1,673 | New |
| Echo Street Capital Management LLC | 1,676 | $770.6K | 0.01% | +921+122.0% | Added |
| Global Trust Asset Management, LLC | 1,687 | $775.5K | 0.37% | −6−0.4% | Reduced |
| McLean Asset Management Corp | 1,688 | $776.2K | 0.32% | −29−1.7% | Reduced |
| Congress Wealth Management LLC | 1,688 | $776.9K | 0.02% | −230−12.0% | Reduced |
| Western Financial Corp | 1,698 | $780.6K | 0.56% | +42+2.5% | Added |
| Dynamic Advisor Solutions LLC | 1,698 | $780.8K | 0.05% | −70−4.0% | Reduced |
| Middleton & Co Inc | 1,700 | $781.7K | 0.11% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 1,705 | $783.9K | 0.46% | +3+0.2% | Added |
| Ameritas Advisory Services, LLC | 1,697 | $784.0K | 0.04% | −426−20.1% | Reduced |
| Horizon Investments, LLC | 1,710 | $786.3K | 0.02% | −3,837−69.2% | Reduced |
| Merit Financial Group, LLC | 1,713 | $787.9K | 0.03% | +403+30.8% | Added |
| Smithbridge Asset Management Inc | 1,735 | $798.0K | 0.20% | −12−0.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,742 | $801.0K | 0.09% | +695+66.4% | Added |
| Moneta Group Investment Advisors LLC | 1,744 | $802.0K | 0.02% | +982+128.9% | Added |
| Defined Wealth Management, LLC | 1,745 | $802.4K | 0.75% | 00.0% | Unchanged |
| Constitution Capital LLC | 1,750 | $804.7K | 0.49% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,771 | $814.2K | 0.17% | +70+4.1% | Added |
| Rehmann Capital Advisory Group | 1,777 | $817.2K | 0.08% | +37+2.1% | Added |
| Prestige Wealth Management Group LLC | 1,786 | $821.2K | 0.21% | +709+65.8% | Added |
| Outlook Wealth Advisors, LLC | 1,787 | $821.8K | 0.37% | +1,322+284.3% | Added |
| World Equity Group, Inc. | 16,978 | $833.1K | 0.14% | +13,626+406.5% | Added |
| Herold Advisors, Inc. | 1,834 | $843.5K | 0.29% | +720+64.6% | Added |
| HF Advisory Group, LLC | 1,836 | $844.2K | 0.75% | +225+14.0% | Added |
| Beacon Financial Group | 1,743 | $845.0K | 0.12% | −323−15.6% | Reduced |
| Verus Financial Partners, Inc. | 1,854 | $846.6K | 0.12% | −199−9.7% | Reduced |
| Garde Capital, Inc. | 1,850 | $851.0K | 0.09% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 1,857 | $853.9K | 0.47% | +346+22.9% | Added |
| Pure Financial Advisors, Inc. | 1,858 | $854.4K | 0.04% | +102+5.8% | Added |
| Meiji Yasuda Life Insurance Co | 1,875 | $862.0K | 0.02% | −7−0.4% | Reduced |
| Pacific Global Investment Management CO | 1,883 | $865.8K | 0.19% | −11−0.6% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 1,894 | $869.0K | 0.07% | −81−4.1% | Reduced |
| Toth Financial Advisory Corp | 1,896 | $871.9K | 0.14% | +497+35.5% | Added |
| Harbor Investment Advisory, LLC | 1,898 | $872.7K | 0.13% | +382+25.2% | Added |
| First Pacific Advisors, LP | 1,915 | $880.5K | 0.01% | 00.0% | Unchanged |
| Roundview Capital LLC | 1,916 | $881.1K | 0.09% | +23+1.2% | Added |
| Quadrant Capital Group LLC | 1,927 | $886.1K | 0.09% | −309−13.8% | Reduced |
| Mutual Advisors, LLC | 1,927 | $886.2K | 0.04% | +239+14.2% | Added |