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 |
|---|---|---|---|---|---|
| Community Capital Management, Inc. | 2,950 | $1.36M | 1.78% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,952 | $1.36M | 0.22% | +25+0.9% | Added |
| Summit Global Investments | 2,956 | $1.36M | 0.11% | +2,956 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,000 | $1.38M | 0.07% | −1,248−29.4% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,013 | $1.39M | 0.07% | −5,296−63.7% | Reduced |
| Ritholtz Wealth Management | 3,026 | $1.39M | 0.07% | −1,593−34.5% | Reduced |
| Stoneridge Investment Partners LLC | 3,030 | $1.39M | 0.74% | +2,158+247.5% | Added |
| Empower Advisory Group, LLC | 2,927 | $1.39M | 0.01% | +2,927 | New |
| Texas Yale Capital Corp. | 3,047 | $1.40M | 0.07% | +950+45.3% | Added |
| Pinnacle Financial Partners Inc | 3,085 | $1.42M | 0.04% | +300+10.8% | Added |
| Wealth Architects, LLC | 3,104 | $1.43M | 0.25% | +23+0.7% | Added |
| Parallel Advisors, LLC | 3,109 | $1.43M | 0.05% | −983−24.0% | Reduced |
| United Capital Financial Advisers, LLC | 3,132 | $1.44M | 0.01% | −1,593−33.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,144 | $1.45M | 0.02% | −9−0.3% | Reduced |
| M Holdings Securities, Inc. | 3,166 | $1.46M | 0.15% | −785−19.9% | Reduced |
| Leavell Investment Management, Inc. | 3,187 | $1.47M | 0.10% | −10−0.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,190 | $1.47M | 0.16% | +94+3.0% | Added |
| First Foundation Advisors | 3,196 | $1.47M | 0.07% | −6,494−67.0% | Reduced |
| Signaturefd, LLC | 3,197 | $1.47M | 0.04% | −386−10.8% | Reduced |
| RMB Capital Management, LLC | 3,225 | $1.48M | 0.05% | −299−8.5% | Reduced |
| Copperleaf Capital, LLC | 3,237 | $1.49M | 1.48% | −19−0.6% | Reduced |
| Integrated Wealth Concepts LLC | 3,264 | $1.50M | 0.03% | +1,609+97.2% | Added |
| Desjardins Global Asset Management Inc. | 3,267 | $1.50M | 0.19% | +924+39.4% | Added |
| Michael B. Yongue | 3,284 | $1.51M | 1.44% | −506−13.4% | Reduced |
| Acropolis Investment Management, LLC | 3,285 | $1.51M | 0.12% | −19−0.6% | Reduced |
| Community Bank, N.A. | 3,288 | $1.51M | 0.20% | +1,675+103.8% | Added |
| Sentry LLC | 3,304 | $1.52M | 0.36% | +3,304 | New |
| Apollon Wealth Management, LLC | 3,305 | $1.52M | 0.09% | −10−0.3% | Reduced |
| Trail Ridge Investment Advisors, LLC | 3,336 | $1.53M | 1.00% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 3,375 | $1.55M | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 3,384 | $1.56M | 0.04% | +1,291+61.7% | Added |
| Haverford Trust Co | 3,398 | $1.56M | 0.02% | +190+5.9% | Added |
| Global Retirement Partners, LLC | 3,415 | $1.56M | 0.08% | +328+10.6% | Added |
| Wedbush Securities Inc | 3,418 | $1.57M | 0.08% | −115−3.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 3,423 | $1.57M | 0.49% | +524+18.1% | Added |
| Seven Eight Capital, LP | 3,426 | $1.58M | 0.33% | +3,426 | New |
| Sumitomo Life Insurance Co | 3,431 | $1.58M | 0.13% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,431 | $1.58M | 0.05% | +509+17.4% | Added |
| DB Fitzpatrick & Co, Inc | 3,450 | $1.59M | 1.72% | +922+36.5% | Added |
| Foresight Global Investors, Inc. | 3,458 | $1.59M | 1.14% | +3,458 | New |
| Ibex Wealth Advisors | 3,477 | $1.60M | 0.41% | +25+0.7% | Added |
| Matisse Capital | 3,487 | $1.60M | 1.03% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 3,490 | $1.60M | 0.94% | −710−16.9% | Reduced |
| Triasima Portfolio Management inc. | 3,520 | $1.62M | 0.13% | −7,142−67.0% | Reduced |
| Integrated Advisors Network LLC | 3,549 | $1.63M | 0.10% | −327−8.4% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 3,553 | $1.63M | 0.04% | −6,214−63.6% | Reduced |
| Miracle Mile Advisors, LLC | 3,570 | $1.64M | 0.05% | +143+4.2% | Added |
| FDx Advisors, Inc. | 3,227 | $1.66M | 0.07% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 3,600 | $1.66M | 0.08% | 00.0% | Unchanged |
| Paralel Advisors LLC | 3,652 | $1.68M | 0.09% | +96+2.7% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 3,664 | $1.68M | 0.09% | +608+19.9% | Added |
| Uncommon Cents Investing LLC | 3,670 | $1.69M | 0.62% | −5−0.1% | Reduced |
| Hancock Whitney Corp | 3,690 | $1.70M | 0.07% | −102−2.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,695 | $1.70M | 0.53% | +105+2.9% | Added |
| Moloney Securities Asset Management, LLC | 3,702 | $1.70M | 0.32% | +177+5.0% | Added |
| Profund Advisors LLC | 3,717 | $1.71M | 0.11% | −31−0.8% | Reduced |
| Oppenheimer Asset Management Inc. | 3,721 | $1.71M | 0.03% | −932−20.0% | Reduced |
| Coldstream Capital Management Inc | 3,731 | $1.72M | 0.06% | −116−3.0% | Reduced |
| Archford Capital Strategies, LLC | 3,554 | $1.72M | 0.36% | −10.0% | Reduced |
| Violich Capital Management, Inc. | 3,770 | $1.73M | 0.30% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,783 | $1.74M | 0.24% | +280+8.0% | Added |
| Capstone Investment Advisors, LLC | 3,804 | $1.75M | 0.05% | +3,804 | New |
| Granite Harbor Advisors, Inc. | 3,820 | $1.76M | 1.60% | +59+1.6% | Added |
| Buffington Mohr McNeal | 3,830 | $1.76M | 0.40% | +1,266+49.4% | Added |
| ProVise Management Group, LLC | 3,834 | $1.76M | 0.17% | −450−10.5% | Reduced |
| Chesley Taft & Associates LLC | 3,841 | $1.77M | 0.12% | −160−4.0% | Reduced |
| Empowered Funds, LLC | 3,888 | $1.79M | 0.11% | +403+11.6% | Added |
| FRG Family Wealth Advisors LLC | 3,892 | $1.79M | 0.41% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,907 | $1.80M | 0.16% | −67−1.7% | Reduced |
| Harfst & Associates, Inc. | 3,909 | $1.80M | 0.52% | −20−0.5% | Reduced |
| Smith, Moore & Co. | 3,912 | $1.80M | 0.24% | 00.0% | Unchanged |
| Vista Investment Management | 3,938 | $1.81M | 0.96% | −8−0.2% | Reduced |
| Foundations Investment Advisors, LLC | 3,989 | $1.83M | 0.07% | +1,116+38.8% | Added |
| Pearl River Capital, LLC | 3,992 | $1.84M | 0.29% | +199+5.2% | Added |
| Zurich Insurance Group Ltd | 4,000 | $1.84M | 0.02% | 00.0% | Unchanged |
| Harbert Fund Advisors, Inc. | 4,000 | $1.84M | 1.31% | +1,350+50.9% | Added |
| PKO Investment Management Joint-Stock Co | 4,000 | $1.84M | 0.24% | +1,700+73.9% | Added |
| Tudor Investment Corp Et Al | 4,002 | $1.84M | 0.03% | +4,002 | New |
| Pensionfund Sabic | 4,050 | $1.86M | 0.65% | −300−6.9% | Reduced |
| Cetera Advisors LLC | 4,060 | $1.87M | 0.03% | −307−7.0% | Reduced |
| Meeder Advisory Services, Inc. | 4,073 | $1.87M | 0.22% | −339−7.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,080 | $1.88M | 1.25% | +225+5.8% | Added |
| Brighton Jones LLC | 4,088 | $1.88M | 0.11% | +25+0.6% | Added |
| Comerica Securities,inc. | 4,108 | $1.89M | 0.14% | +90+2.2% | Added |
| Csenge Advisory Group | 4,113 | $1.89M | 0.14% | +77+1.9% | Added |
| Tufton Capital Management | 4,134 | $1.90M | 0.41% | −24−0.6% | Reduced |
| Atria Wealth Solutions, Inc. | 4,163 | $1.91M | 0.03% | +110+2.7% | Added |
| Sterling Investment Management, Inc. | 4,164 | $1.91M | 1.52% | −56−1.3% | Reduced |
| Brookfield Asset Management Inc. | 4,175 | $1.92M | 0.01% | +4,175 | New |
| Oak Associates, Ltd | 4,187 | $1.93M | 0.16% | −1,821−30.3% | Reduced |
| Barden Capital Management, Inc. | 4,188 | $1.93M | 1.84% | −74−1.7% | Reduced |
| Savant Capital, LLC | 4,200 | $1.93M | 0.04% | −58−1.4% | Reduced |
| First Business Financial Services, Inc. | 4,214 | $1.94M | 0.24% | +132+3.2% | Added |
| Benchmark Investment Advisors LLC | 4,244 | $1.95M | 2.00% | −210−4.7% | Reduced |
| Cornercap Investment Counsel Inc | 4,265 | $1.96M | 0.35% | +171+4.2% | Added |
| Malaga Cove Capital, LLC | 4,300 | $1.98M | 0.98% | +220+5.4% | Added |
| Channing Global Advisors, LLC | 4,312 | $1.98M | 2.18% | −845−16.4% | Reduced |
| Stratos Wealth Partners, LTD. | 4,330 | $1.99M | 0.05% | −532−10.9% | Reduced |
| Hofer & Associates. Inc | 3,903 | $2.00M | 2.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 4,358 | $2.00M | 0.16% | +284+7.0% | Added |