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 |
|---|---|---|---|---|---|
| 44 Wealth Management LLC | 1,928 | $886.4K | 0.30% | −46−2.3% | Reduced |
| Twin Capital Management Inc | 1,935 | $889.7K | 0.12% | −110−5.4% | Reduced |
| King Wealth | 1,943 | $893.0K | 0.20% | 00.0% | Unchanged |
| Arden Trust Co | 1,944 | $894.0K | 0.16% | −84−4.1% | Reduced |
| Bremer Bank National Association | 1,962 | $902.1K | 0.17% | −57−2.8% | Reduced |
| Salomon & Ludwin, LLC | 1,970 | $905.8K | 0.11% | 00.0% | Unchanged |
| Quarry LP | 1,974 | $907.7K | 0.50% | +1,937+5,235.1% | Added |
| Mission Wealth Management, LP | 1,975 | $907.9K | 0.04% | −11−0.6% | Reduced |
| VitalStone Financial, LLC | 1,958 | $908.0K | 0.80% | +1,958 | New |
| NJ State Employees Deferred Compensation Plan | 2,000 | $919.6K | 0.14% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 2,006 | $920.6K | 0.02% | −549−21.5% | Reduced |
| Hohimer Wealth Management, LLC | 2,009 | $923.8K | 0.27% | −2−0.1% | Reduced |
| Busey Wealth Management | 2,024 | $930.7K | 0.04% | −36−1.7% | Reduced |
| Strategic Advisors LLC | 2,032 | $934.1K | 0.19% | +51+2.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,041 | $938.5K | 0.15% | 00.0% | Unchanged |
| Chicago Capital, LLC | 2,042 | $938.9K | 0.05% | 00.0% | Unchanged |
| Poplar Forest Capital LLC | 2,050 | $942.6K | 0.11% | +2,050 | New |
| Wealthspire Advisors, LLC | 2,067 | $950.4K | 0.02% | −399−16.2% | Reduced |
| Vanguard Capital Wealth Advisors | 2,073 | $953.1K | 0.95% | +7+0.3% | Added |
| Change Path, LLC | 2,084 | $958.0K | 0.05% | −134−6.0% | Reduced |
| Fiduciary Trust Co | 2,084 | $958.2K | 0.02% | +84+4.2% | Added |
| HMS Capital Management, LLC | 2,097 | $964.0K | 0.61% | +2,097 | New |
| Perigon Wealth Management, LLC | 2,099 | $965.0K | 0.05% | −182−8.0% | Reduced |
| Ballentine Partners, LLC | 2,106 | $968.4K | 0.02% | +53+2.6% | Added |
| Buckingham Strategic Wealth, LLC | 1,891 | $969.8K | 0.02% | 00.0% | Unchanged |
| Agf Management Ltd | 2,118 | $973.9K | 0.01% | +252+13.5% | Added |
| National Asset Management, Inc. | 2,129 | $979.1K | 0.03% | +197+10.2% | Added |
| Buckley Wealth Management, LLC | 2,140 | $984.0K | 0.36% | +190+9.7% | Added |
| Bard Financial Services, Inc. | 2,150 | $988.6K | 0.08% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,156 | $991.4K | 0.04% | +79+3.8% | Added |
| Coastal Investment Advisors, Inc. | 2,156 | $991.4K | 0.24% | +251+13.2% | Added |
| SeaCrest Wealth Management, LLC | 2,164 | $995.0K | 0.13% | −13−0.6% | Reduced |
| Tobam | 2,210 | $1.02M | 0.07% | +637+40.5% | Added |
| Cozad Asset Management Inc | 2,216 | $1.02M | 0.13% | −629−22.1% | Reduced |
| Signature Estate & Investment Advisors LLC | 2,218 | $1.02M | 0.04% | +410+22.7% | Added |
| Conning Inc. | 2,230 | $1.03M | 0.03% | −91−3.9% | Reduced |
| Kula Investments, LLC | 2,230 | $1.03M | 0.25% | +2,230 | New |
| Romano Brothers and Company | 2,231 | $1.03M | 0.16% | −5−0.2% | Reduced |
| SRN Advisors, LLC | 2,250 | $1.03M | 0.95% | −7−0.3% | Reduced |
| Venturi Wealth Management, LLC | 2,247 | $1.03M | 0.08% | −35−1.5% | Reduced |
| TrimTabs Asset Management, LLC | 2,279 | $1.05M | 0.56% | +378+19.9% | Added |
| Financial Counselors Inc | 2,279 | $1.05M | 0.02% | −33−1.4% | Reduced |
| Daymark Wealth Partners, LLC | 2,280 | $1.05M | 0.14% | +55+2.5% | Added |
| Garrison Point Advisors, LLC | 2,300 | $1.06M | 0.79% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2,312 | $1.06M | 0.65% | +2,312 | New |
| Peachtree Investment Partners, LLC | 2,317 | $1.07M | 0.67% | −750−24.5% | Reduced |
| Foster & Motley Inc | 2,323 | $1.07M | 0.09% | −27−1.1% | Reduced |
| Sigma Planning Corp | 2,348 | $1.08M | 0.04% | +601+34.4% | Added |
| 1st Source Bank | 2,349 | $1.08M | 0.07% | −78−3.2% | Reduced |
| Asset Dedication, LLC | 2,358 | $1.08M | 0.10% | +254+12.1% | Added |
| InTrack Investment Management Inc | 2,278 | $1.08M | 0.99% | +1,613+242.6% | Added |
| Ronald Blue Trust, Inc. | 2,114 | $1.08M | 0.02% | −54−2.5% | Reduced |
| Compagnie Lombard Odier SCmA | 2,384 | $1.10M | 0.03% | +947+65.9% | Added |
| WSFS Capital Management, LLC | 2,389 | $1.10M | 0.11% | −75−3.0% | Reduced |
| 9258 Wealth Management, LLC | 2,404 | $1.11M | 0.22% | −3−0.1% | Reduced |
| Snowden Capital Advisors LLC | 2,406 | $1.11M | 0.04% | −14,738−86.0% | Reduced |
| Souders Financial Advisors | 2,409 | $1.11M | 0.24% | +18+0.8% | Added |
| Level Four Advisory Services, LLC | 2,430 | $1.12M | 0.07% | +824+51.3% | Added |
| Clearstead Advisors, LLC | 2,433 | $1.12M | 0.08% | +60+2.5% | Added |
| Pitcairn Co | 2,434 | $1.12M | 0.10% | −823−25.3% | Reduced |
| Donaldson Capital Management, LLC | 2,445 | $1.12M | 0.05% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,455 | $1.13M | 0.03% | +1,519+162.3% | Added |
| Lido Advisors, LLC | 2,495 | $1.15M | 0.02% | −162−6.1% | Reduced |
| TD Private Client Wealth LLC | 2,496 | $1.15M | 0.05% | −40−1.6% | Reduced |
| Lincoln National Corp | 2,497 | $1.15M | 0.02% | −62−2.4% | Reduced |
| Versor Investments LP | 2,500 | $1.15M | 0.15% | +2,500 | New |
| Pinnacle Associates Ltd | 2,552 | $1.17M | 0.02% | +67+2.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 2,565 | $1.18M | 0.10% | +298+13.1% | Added |
| Richwood Investment Advisors, LLC | 2,571 | $1.18M | 1.18% | −345−11.8% | Reduced |
| Mirova | 2,585 | $1.19M | 0.17% | −1,500−36.7% | Reduced |
| Insight Wealth Strategies, LLC | 2,593 | $1.19M | 0.23% | −72−2.7% | Reduced |
| Balentine LLC | 2,612 | $1.20M | 0.04% | −1,176−31.0% | Reduced |
| SJS Investment Consulting Inc. | 2,634 | $1.21M | 0.33% | −9−0.3% | Reduced |
| Principle Wealth Partners LLC | 2,654 | $1.22M | 0.13% | +154+6.2% | Added |
| NVWM, LLC | 2,654 | $1.22M | 0.41% | −8−0.3% | Reduced |
| Ergoteles LLC | 2,656 | $1.22M | 0.05% | +2,656 | New |
| Insight Inv LLC | 2,675 | $1.23M | 1.33% | −100−3.6% | Reduced |
| Trustmark National Bank Trust Department | 2,677 | $1.23M | 0.11% | −1,162−30.3% | Reduced |
| Forum Financial Management, LP | 2,723 | $1.25M | 0.04% | +10.0% | Added |
| Checchi Capital Advisers, LLC | 2,753 | $1.27M | 0.12% | +97+3.7% | Added |
| Intellectus Partners, LLC | 2,808 | $1.29M | 0.41% | +2+0.1% | Added |
| Golden State Equity Partners | 2,823 | $1.30M | 0.70% | +2,823 | New |
| Clarius Group, LLC | 2,832 | $1.30M | 0.11% | −47−1.6% | Reduced |
| Walleye Trading LLC | 2,836 | $1.30M | 0.05% | −14,054−83.2% | Reduced |
| Searle & Co. | 2,790 | $1.31M | 0.43% | −500−15.2% | Reduced |
| Leonteq Securities AG | 2,854 | $1.31M | 0.12% | +492+20.8% | Added |
| Stevens Capital Management LP | 2,870 | $1.32M | 0.33% | +2,154+300.8% | Added |
| Trust Asset Management LLC | 2,871 | $1.32M | 0.15% | +153+5.6% | Added |
| Western Wealth Management, LLC | 2,877 | $1.32M | 0.12% | +37+1.3% | Added |
| Cunning Capital Partners, LP | 2,880 | $1.32M | 0.90% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 2,897 | $1.33M | 0.27% | +268+10.2% | Added |
| Ameritas Investment Partners, Inc. | 2,915 | $1.34M | 0.05% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 2,915 | $1.34M | 0.18% | +2,159+285.6% | Added |
| Northwest & Ethical Investments L.P. | 2,915 | $1.34M | 0.04% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,916 | $1.34M | 0.27% | −69−2.3% | Reduced |
| Genesee Capital Advisors, LLC | 2,921 | $1.34M | 0.95% | +4+0.1% | Added |
| Qtron Investments LLC | 2,924 | $1.34M | 0.28% | −557−16.0% | Reduced |
| Jefferies Financial Group Inc. | 2,925 | $1.34M | 0.03% | +962+49.0% | Added |
| Institute for Wealth Management, LLC. | 2,926 | $1.35M | 0.26% | −20−0.7% | Reduced |
| Two Sigma Securities, LLC | 2,930 | $1.35M | 0.11% | +1,165+66.0% | Added |