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 |
|---|---|---|---|---|---|
| Park National Corp | 1,020 | $469.0K | 0.02% | −60−5.6% | Reduced |
| Hengehold Capital Management LLC | 1,015 | $466.7K | 0.06% | +1+0.1% | Added |
| Fundamentun, LLC | 1,013 | $466.2K | 0.08% | +1,013 | New |
| First Affirmative Financial Network | 1,012 | $465.5K | 0.54% | −3−0.3% | Reduced |
| Cable Hill Partners, LLC | 1,009 | $463.9K | 0.08% | −245−19.5% | Reduced |
| Connacht Asset Management LP | 1,006 | $462.6K | 1.33% | +1,006 | New |
| Moore Capital Management, LP | 1,000 | $459.8K | 0.01% | +1,000 | New |
| Telemus Capital, LLC | 993 | $456.6K | 0.04% | −16−1.6% | Reduced |
| Capital Investment Advisory Services, LLC | 992 | $456.1K | 0.05% | −70−6.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 989 | $454.8K | 0.00% | 00.0% | Unchanged |
| Holderness Investments Co | 988 | $454.3K | 0.18% | +35+3.7% | Added |
| 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 |
| Cross Staff Investments Inc | 976 | $448.8K | 0.44% | 00.0% | Unchanged |
| 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 |
| EverSource Wealth Advisors, LLC | 968 | $445.4K | 0.06% | −69−6.7% | Reduced |
| Sage Mountain Advisors LLC | 960 | $441.4K | 0.07% | +960 | New |
| Waterfront Wealth Inc. | 958 | $440.7K | 0.14% | +105+12.3% | Added |
| Patton Albertson Miller Group, LLC | 958 | $440.5K | 0.08% | 00.0% | Unchanged |
| Arlington Partners LLC | 957 | $440.0K | 0.06% | +70+7.9% | Added |
| Bell Investment Advisors, Inc | 954 | $438.5K | 0.10% | −12−1.2% | Reduced |
| AXS Investments LLC | 952 | $437.7K | 0.14% | −119−11.1% | Reduced |
| Regent Peak Wealth Advisors LLC | 952 | $437.7K | 0.14% | +15+1.6% | Added |
| Bartlett & Co. Wealth Management LLC | 951 | $437.3K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 951 | $437.0K | 0.01% | 00.0% | Unchanged |
| American Trust | 947 | $435.4K | 0.03% | +30+3.3% | Added |
| Gladstone Institutional Advisory LLC | 947 | $435.4K | 0.03% | +48+5.3% | Added |
| Geller Advisors LLC | 941 | $432.7K | 0.06% | +159+20.3% | Added |
| First Financial Bank - Trust Division | 940 | $432.2K | 0.05% | −40−4.1% | Reduced |
| Everett Harris & Co | 938 | $431.3K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 937 | $430.8K | 0.00% | +108+13.0% | Added |
| Allstate Corp | 936 | $430.4K | 0.03% | −9,497−91.0% | Reduced |
| Gsa Capital Partners LLP | 936 | $430.0K | 0.04% | +936 | New |
| GSB Wealth Management, LLC | 932 | $428.5K | 0.14% | +1+0.1% | Added |
| Verity Asset Management, Inc. | 926 | $425.8K | 0.25% | +14+1.5% | Added |
| Mission Creek Capital Partners, Inc. | 924 | $424.9K | 0.14% | −507−35.4% | Reduced |
| Colonial Trust Co | 920 | $423.0K | 0.11% | +456+98.3% | Added |
| Cassady Schiller Wealth Management, LLC | 916 | $421.2K | 0.20% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 915 | $420.8K | 0.04% | −40−4.2% | Reduced |
| Wealth Advisory Solutions, LLC | 912 | $419.3K | 0.11% | 00.0% | Unchanged |
| First County Bank | 912 | $419.3K | 0.21% | +9+1.0% | Added |
| Gryphon Financial Partners LLC | 911 | $418.7K | 0.10% | −70−7.1% | Reduced |
| Horan Securities, Inc. | 901 | $414.3K | 0.21% | 00.0% | Unchanged |
| Financial Advisory Group | 899 | $413.3K | 0.08% | +124+16.0% | Added |
| Client 1st Advisory Group, LLC | 898 | $412.9K | 0.22% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 894 | $411.1K | 0.30% | +94+11.8% | Added |
| HFG Advisors, Inc. | 894 | $411.0K | 0.47% | +2+0.2% | Added |
| JT Stratford LLC | 893 | $410.6K | 0.12% | +153+20.7% | Added |
| First Light Asset Management, LLC | 886 | $407.4K | 0.04% | 00.0% | Unchanged |
| Hilltop Partners LLC | 884 | $406.5K | 0.18% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 884 | $406.5K | 0.19% | +20+2.3% | Added |
| Concord Wealth Partners | 879 | $404.4K | 0.11% | +160+22.3% | Added |
| Humankind Investments LLC | 879 | $404.2K | 0.17% | +4+0.5% | Added |
| HM Payson & Co | 879 | $404.2K | 0.01% | +25+2.9% | Added |
| LGT Financial Advisors LLC | 867 | $398.7K | 0.74% | +867 | New |
| Dakota Wealth Management | 867 | $398.6K | 0.03% | +150+20.9% | Added |
| Sendero Wealth Management, LLC | 866 | $398.2K | 0.12% | +110+14.6% | Added |
| Monument Capital Management | 866 | $398.2K | 0.13% | −117−11.9% | Reduced |
| Dover Advisors, LLC | 865 | $397.7K | 0.38% | +50+6.1% | Added |
| Capital Investment Advisors, LLC | 865 | $397.6K | 0.01% | −30−3.4% | Reduced |
| Arista Wealth Management, LLC | 858 | $394.5K | 0.22% | 00.0% | Unchanged |
| Harbor Group, Inc. | 852 | $391.8K | 0.23% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 851 | $391.4K | 0.02% | +76+9.8% | Added |
| Ascent Wealth Partners, LLC | 846 | $389.0K | 0.08% | +17+2.1% | Added |
| Royal Fund Management, LLC | 845 | $388.6K | 0.06% | +13+1.6% | Added |
| Whalerock Point Partners, LLC | 845 | $388.5K | 0.14% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 844 | $388.1K | 0.07% | −109−11.4% | Reduced |
| Meridian Wealth Management, LLC | 842 | $387.2K | 0.03% | +100+13.5% | Added |
| Advisors Capital Management, LLC | 841 | $387.0K | 0.01% | +20+2.4% | Added |
| Walleye Capital LLC | 838 | $385.3K | 0.01% | +838 | New |
| OneAscent Financial Services LLC | 838 | $385.0K | 0.16% | −119−12.4% | Reduced |
| Bradley Foster & Sargent Inc | 830 | $381.6K | 0.01% | −6−0.7% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 822 | $378.1K | 0.03% | +26+3.3% | Added |
| Arkadios Wealth Advisors | 819 | $376.7K | 0.04% | −439−34.9% | Reduced |
| Keel Point, LLC | 816 | $375.3K | 0.05% | −42−4.9% | Reduced |
| CWM Advisors, LLC | 814 | $374.3K | 0.05% | +147+22.0% | Added |
| Legacy Capital Group California, Inc. | 814 | $374.3K | 0.18% | +814 | New |
| SevenBridge Financial Group, LLC | 811 | $372.9K | 0.10% | +67+9.0% | Added |
| Atlas Wealth LLC | 810 | $372.4K | 0.07% | 00.0% | Unchanged |
| Valley National Advisers Inc | 803 | $372.0K | 0.07% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 834 | $371.9K | 0.07% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 807 | $371.1K | 0.07% | +6+0.7% | Added |
| Evercore Wealth Management, LLC | 805 | $370.1K | 0.01% | −12−1.5% | Reduced |
| Meyer Handelman Co | 800 | $367.8K | 0.02% | 00.0% | Unchanged |
| CSS LLC | 800 | $367.8K | 0.03% | +800 | New |
| Manchester Capital Management LLC | 793 | $364.6K | 0.05% | +336+73.5% | Added |
| Waddell & Associates, LLC | 793 | $364.6K | 0.06% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 792 | $364.2K | 0.12% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 787 | $362.0K | 0.38% | +21+2.7% | Added |
| Horizon Bancorp Inc | 786 | $361.0K | 0.23% | −68−8.0% | Reduced |
| East Coast Asset Management, LLC. | 785 | $361.0K | 0.16% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 785 | $361.0K | 0.08% | 00.0% | Unchanged |
| Allworth Financial LP | 784 | $360.7K | 0.00% | +211+36.8% | Added |
| ING Groep NV | 784 | $360.5K | 0.00% | −39,823−98.1% | Reduced |
| Cohen & Steers, Inc. | 784 | $360.0K | 0.00% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 784 | $360.0K | 0.02% | +19+2.5% | Added |
| Glassman Wealth Services | 782 | $359.6K | 0.06% | +6+0.8% | Added |
| Jackson Creek Investment Advisors LLC | 778 | $358.0K | 0.15% | −3−0.4% | Reduced |
| Good Life Advisors, LLC | 773 | $355.4K | 0.05% | −40−4.9% | Reduced |