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
- +4 vs. Q4 2022
- Shares held
- 213.2M
- +794.4K (+0.4%) vs. Q4 2022
- Total value
- $96.9B
- −$11.6B (−10.7%) vs. Q4 2022
- New holders
- 134
- 559 more added
- Sold out
- 130
- 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 | 1,702 | $107.2B |
| Q2 2024 | 1,712 | $112.7B |
| Q1 2024 | 1,672 | $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 | 1,550 | $108.8B |
| Q3 2022 | 1,448 | $97.0B |
| Q2 2022 | 1,443 | $103.2B |
| Q1 2022 | 1,423 | $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 |
|---|---|---|---|---|---|
| Psagot Value Holdings Ltd. / (Israel) | 1,474 | $671.0K | 0.28% | −480−24.6% | Reduced |
| Plancorp, LLC | 1,444 | $664.0K | 0.04% | −3−0.2% | Reduced |
| Northern Financial Advisors Inc | 1,438 | $661.2K | 0.62% | +103+7.7% | Added |
| Bridges Investment Management Inc | 1,425 | $655.2K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 1,422 | $654.0K | 0.05% | −191−11.8% | Reduced |
| Salem Investment Counselors Inc | 1,418 | $652.0K | 0.03% | −50−3.4% | Reduced |
| WESPAC Advisors SoCal, LLC | 1,408 | $647.5K | 0.22% | −102−6.8% | Reduced |
| Sowell Financial Services LLC | 1,398 | $643.0K | 0.05% | +1,398 | New |
| Wealth Alliance | 1,397 | $642.7K | 0.10% | +74+5.6% | Added |
| Winton Group Ltd | 1,396 | $641.9K | 0.04% | −6,138−81.5% | Reduced |
| Column Capital Advisors, LLC | 1,395 | $641.6K | 0.10% | +483+53.0% | Added |
| Private Trust Co NA | 1,395 | $641.2K | 0.09% | −67−4.6% | Reduced |
| Vise Technologies, Inc. | 1,391 | $639.6K | 0.17% | +381+37.7% | Added |
| Baader Bank INC | 1,390 | $639.1K | 0.05% | −600−30.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,387 | $637.8K | 0.11% | +4+0.3% | Added |
| Quent Capital, LLC | 1,369 | $629.5K | 0.11% | −31−2.2% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,365 | $628.0K | 0.34% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 1,362 | $626.3K | 0.03% | +179+15.1% | Added |
| Wealth Management Associates, Inc. | 1,360 | $625.4K | 0.39% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,347 | $619.4K | 0.02% | +472+53.9% | Added |
| Northeast Investment Management | 1,343 | $617.5K | 0.04% | −4−0.3% | Reduced |
| Citizens Financial Group Inc | 1,334 | $613.2K | 0.02% | −203−13.2% | Reduced |
| Continuum Advisory, LLC | 1,328 | $610.6K | 0.10% | +31+2.4% | Added |
| Douglass Winthrop Advisors, LLC | 1,325 | $609.0K | 0.02% | −36−2.6% | Reduced |
| LS Investment Advisors, LLC | 1,315 | $604.6K | 0.11% | +375+39.9% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 1,317 | $604.5K | 0.58% | +1,317 | New |
| Penserra Capital Management LLC | 1,314 | $603.0K | 0.01% | +55+4.4% | Added |
| KFG Wealth Management, LLC | 1,214 | $602.4K | 0.42% | 00.0% | Unchanged |
| Ninepoint Partners LP | 1,310 | $602.4K | 0.08% | +420+47.2% | Added |
| Personal Cfo Solutions, LLC | 1,303 | $599.0K | 0.12% | −56−4.1% | Reduced |
| Shufro Rose & Co LLC | 1,300 | $597.8K | 0.06% | −100−7.1% | Reduced |
| Moors & Cabot, Inc. | 1,298 | $596.8K | 0.04% | +227+21.2% | Added |
| PDS Planning, Inc | 1,296 | $595.9K | 0.08% | +301+30.3% | Added |
| Wedmont Private Capital | 1,224 | $593.6K | 0.08% | −253−17.1% | Reduced |
| CFO4Life Group, LLC | 1,285 | $590.8K | 0.13% | −55−4.1% | Reduced |
| Warren Averett Asset Management, LLC | 1,284 | $590.2K | 0.03% | +458+55.4% | Added |
| Pettinga Financial Advisors, LLC | 1,281 | $588.9K | 0.18% | +1+0.1% | Added |
| Fidelis Capital Partners, LLC | 1,267 | $588.5K | 0.25% | +1,267 | New |
| Tilt Investment Management Holdings, PBC | 1,264 | $586.5K | 0.43% | +161+14.6% | Added |
| Prospera Financial Services Inc | 1,270 | $585.2K | 0.02% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 1,268 | $583.0K | 0.26% | +1,268 | New |
| Axxcess Wealth Management, LLC | 1,266 | $582.1K | 0.05% | −9−0.7% | Reduced |
| Alps Advisors Inc | 1,255 | $577.1K | 0.01% | −68−5.1% | Reduced |
| RSM US Wealth Management LLC | 1,251 | $575.2K | 0.02% | −81−6.1% | Reduced |
| Shay Capital LLC | 1,250 | $574.8K | 0.24% | +1,250 | New |
| City Holding Co | 1,250 | $574.7K | 0.10% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 1,248 | $574.0K | 0.10% | −21−1.7% | Reduced |
| Eqis Capital Management, Inc. | 1,237 | $568.9K | 0.06% | −174−12.3% | Reduced |
| Dean Investment Associates, LLC | 1,236 | $568.3K | 0.09% | −137−10.0% | Reduced |
| Accredited Investors Inc. | 1,232 | $566.5K | 0.04% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,228 | $564.8K | 0.19% | +1,216+10,133.3% | Added |
| Bedel Financial Consulting, Inc. | 1,227 | $564.2K | 0.14% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 1,114 | $553.0K | 0.50% | 00.0% | Unchanged |
| 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 |
| First National Bank of Hutchinson | 1,199 | $551.3K | 0.44% | −530−30.7% | Reduced |
| Stiles Financial Services Inc | 1,199 | $551.3K | 0.30% | +4+0.3% | Added |
| Naviter Wealth, LLC | 1,179 | $542.3K | 0.19% | +1,179 | New |
| Harbour Investments, Inc. | 1,171 | $538.4K | 0.03% | +312+36.3% | Added |
| Burns Matteson Capital Management, LLC | 1,168 | $537.1K | 0.34% | −5−0.4% | Reduced |
| Ascent Group, LLC | 1,166 | $536.1K | 0.06% | −312−21.1% | Reduced |
| Glenview Trust Co | 1,162 | $534.3K | 0.02% | +283+32.2% | Added |
| We Are One Seven, LLC | 1,156 | $531.6K | 0.03% | +211+22.3% | Added |
| Pathway Financial Advisers, LLC | 1,146 | $527.3K | 0.21% | −38−3.2% | Reduced |
| Owen LaRue, LLC | 1,084 | $526.2K | 0.57% | 00.0% | Unchanged |
| Country Club Bank | 1,142 | $524.1K | 0.04% | +75+7.0% | Added |
| Lingohr & Partner Asset Management GmbH | 1,139 | $524.0K | 1.34% | +200+21.3% | Added |
| Petrus Trust Company, LTA | 1,138 | $523.3K | 0.06% | +531+87.5% | Added |
| Alpha Omega Wealth Management LLC | 1,137 | $522.9K | 0.09% | −30−2.6% | Reduced |
| Inceptionr LLC | 1,130 | $519.6K | 0.17% | +573+102.9% | Added |
| Cardiff Park Advisors, LLC | 1,128 | $518.7K | 0.07% | 00.0% | Unchanged |
| Farmers Trust Co | 1,126 | $517.7K | 0.11% | 00.0% | Unchanged |
| United Community Bank | 1,115 | $512.7K | 0.48% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,115 | $512.6K | 0.07% | −89−7.4% | Reduced |
| Cim Investment Mangement Inc | 1,113 | $511.8K | 0.19% | +54+5.1% | Added |
| PBMares Wealth Management LLC | 1,101 | $506.1K | 0.19% | +75+7.3% | Added |
| Dodge & Cox | 1,100 | $505.8K | 0.00% | 00.0% | Unchanged |
| JB Capital LLC | 1,099 | $505.3K | 0.05% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,096 | $504.0K | 0.31% | +1,096 | New |
| Kingsview Wealth Management, LLC | 1,093 | $502.6K | 0.02% | −457−29.5% | Reduced |
| Compton Wealth Advisory Group, LLC | 1,070 | $492.0K | 0.17% | −86−7.4% | Reduced |
| Ellevest, Inc. | 1,068 | $491.1K | 0.04% | −152−12.5% | Reduced |
| DRW Securities, LLC | 1,066 | $490.0K | 0.07% | +1,066 | New |
| Fukoku Mutual Life Insurance Co | 1,063 | $488.8K | 0.04% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,062 | $488.5K | 0.03% | +6+0.6% | Added |
| Aspiriant, LLC | 1,056 | $485.6K | 0.03% | +194+22.5% | 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 |
| Laidlaw Wealth Management LLC | 1,050 | $482.7K | 0.10% | +513+95.5% | Added |
| Teza Capital Management LLC | 1,048 | $481.9K | 0.10% | −681−39.4% | Reduced |
| Weinberger Asset Management, Inc | 1,047 | $481.6K | 0.28% | +3+0.3% | Added |
| NorthRock Partners, LLC | 1,044 | $480.2K | 0.05% | −290−21.7% | Reduced |
| Capital Financial Planning, LLC | 1,043 | $479.6K | 0.19% | +3+0.3% | Added |
| Burke & Herbert Bank & Trust Co | 1,040 | $478.2K | 0.35% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 1,038 | $477.3K | 0.40% | −11−1.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,034 | $475.5K | 0.02% | +229+28.4% | Added |
| Indiana Trust & Investment Management CO | 1,027 | $472.2K | 0.26% | −1,096−51.6% | Reduced |
| Wealthcare Advisory Partners LLC | 1,026 | $471.8K | 0.02% | +6+0.6% | Added |
| Larson Financial Group LLC | 1,024 | $470.8K | 0.05% | 00.0% | Unchanged |
| Credit Capital Investments LLC | 1,022 | $469.9K | 0.61% | +1,022 | New |