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 |
|---|---|---|---|---|---|
| Colony Group LLC | 17,026 | $7.83M | 0.12% | −2,101−11.0% | Reduced |
| JustInvest LLC | 16,891 | $7.77M | 0.27% | +1,900+12.7% | Added |
| Andra AP-fonden | 16,800 | $7.72M | 0.20% | −2,800−14.3% | Reduced |
| AE Wealth Management LLC | 16,757 | $7.71M | 0.05% | +3,362+25.1% | Added |
| CIBC World Markets Inc. | 16,740 | $7.70M | 0.03% | −8,966−34.9% | Reduced |
| KCM Investment Advisors LLC | 16,684 | $7.67M | 0.31% | −670−3.9% | Reduced |
| Wealthfront Advisers LLC | 16,424 | $7.55M | 0.03% | −6,490−28.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 16,378 | $7.53M | 0.79% | 00.0% | Unchanged |
| Spire Wealth Management | 16,333 | $7.51M | 0.29% | +2,513+18.2% | Added |
| Alpine Woods Capital Investors, LLC | 16,259 | $7.48M | 1.13% | −50.0% | Reduced |
| Siemens Fonds Invest GmbH | 16,209 | $7.45M | 0.78% | −27−0.2% | Reduced |
| River Wealth Advisors LLC | 16,060 | $7.38M | 1.34% | −712−4.2% | Reduced |
| Geneos Wealth Management Inc. | 15,955 | $7.34M | 0.45% | −3,768−19.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 15,942 | $7.33M | 0.04% | −2,169−12.0% | Reduced |
| Vontobel Holding Ltd. | 15,854 | $7.29M | 0.07% | −1,062−6.3% | Reduced |
| Alerus Financial NA | 15,840 | $7.28M | 0.65% | −12,428−44.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 15,763 | $7.25M | 0.44% | +472+3.1% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 15,712 | $7.22M | 0.88% | −398−2.5% | Reduced |
| Norinchukin Bank, The | 15,663 | $7.20M | 0.14% | +464+3.1% | Added |
| GAM Holding AG | 15,542 | $7.15M | 0.50% | −325−2.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 15,500 | $7.13M | 0.07% | −27,381−63.9% | Reduced |
| Louisiana State Employees Retirement System | 15,500 | $7.13M | 0.18% | +100+0.6% | Added |
| Clearline Capital LP | 15,333 | $7.05M | 1.06% | +15,333 | New |
| First American Trust, FSB | 15,296 | $7.03M | 1.04% | −5,694−27.1% | Reduced |
| Logan Capital Management Inc | 14,764 | $6.79M | 0.33% | −104−0.7% | Reduced |
| Pacer Advisors, Inc. | 14,627 | $6.73M | 0.03% | +13,788+1,643.4% | Added |
| United Services Automobile Association | 14,377 | $6.61M | 0.21% | −9,101−38.8% | Reduced |
| Shell Asset Management Co | 14,113 | $6.49M | 0.27% | −9−0.1% | Reduced |
| Van Hulzen Asset Management, LLC | 14,010 | $6.44M | 0.61% | +5,860+71.9% | Added |
| Pathstone Family Office, LLC | 13,920 | $6.40M | 0.10% | −3,364−19.5% | Reduced |
| Hyman Charles D | 13,877 | $6.38M | 0.43% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 13,708 | $6.30M | 0.16% | −896−6.1% | Reduced |
| Icon Advisers Inc | 13,600 | $6.25M | 1.59% | 00.0% | Unchanged |
| Summit Street Capital Management, LLC | 13,465 | $6.19M | 3.29% | 00.0% | Unchanged |
| Meritage Portfolio Management | 13,326 | $6.13M | 0.46% | +30+0.2% | Added |
| SYSTM Wealth Solutions LLC | 12,813 | $5.89M | 0.91% | −630−4.7% | Reduced |
| Baird Financial Group, Inc. | 12,777 | $5.88M | 0.01% | −165−1.3% | Reduced |
| Diversified Trust Co | 12,681 | $5.83M | 0.23% | +973+8.3% | Added |
| Bamco Inc | 12,500 | $5.75M | 0.02% | +900+7.8% | Added |
| Cary Street Partner Investment Advisory LLC | 12,499 | $5.75M | 0.41% | −139−1.1% | Reduced |
| Ostrum Asset Management | 12,468 | $5.73M | 0.50% | +12,468 | New |
| Power Corp of Canada | 12,479 | $5.70M | 0.60% | +3,470+38.5% | Added |
| Leuthold Group, LLC | 12,228 | $5.62M | 0.74% | −8,057−39.7% | Reduced |
| GHP Investment Advisors, Inc. | 12,149 | $5.59M | 0.35% | +315+2.7% | Added |
| Verdence Capital Advisors LLC | 12,063 | $5.55M | 0.67% | +1,801+17.6% | Added |
| Glenview Capital Management, LLC | 11,867 | $5.46M | 0.13% | +11,867 | New |
| Institutional & Family Asset Management, LLC | 11,851 | $5.45M | 0.90% | +188+1.6% | Added |
| Kestra Advisory Services, LLC | 11,781 | $5.42M | 0.06% | −1,419−10.8% | Reduced |
| GWM Advisors LLC | 11,712 | $5.38M | 0.07% | −3,805−24.5% | Reduced |
| Advisor Partners II, LLC | 11,602 | $5.33M | 0.29% | +481+4.3% | Added |
| Bailard, Inc. | 11,533 | $5.30M | 0.19% | +20+0.2% | Added |
| Community Bank & Trust, Waco, Texas | 11,517 | $5.30M | 1.68% | −236−2.0% | Reduced |
| Coastline Trust Co | 11,475 | $5.28M | 0.78% | −60−0.5% | Reduced |
| CX Institutional | 10,794 | $5.10M | 0.27% | +9,592+798.0% | Added |
| New Mexico Educational Retirement Board | 11,046 | $5.08M | 0.26% | −400−3.5% | Reduced |
| Peapack Gladstone Financial Corp | 10,952 | $5.07M | 0.10% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,960 | $5.04M | 0.04% | +1,800+19.7% | Added |
| E. Ohman J:or Asset Management AB | 10,800 | $4.97M | 0.19% | +400+3.8% | Added |
| Winmill & Co. Inc | 10,790 | $4.96M | 1.85% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 10,776 | $4.96M | 2.39% | −324−2.9% | Reduced |
| Metropolitan Life Insurance Co | 10,683 | $4.91M | 0.25% | −2,571−19.4% | Reduced |
| Sivik Global Healthcare LLC | 10,543 | $4.85M | 2.08% | +2,543+31.8% | Added |
| West Family Investments, Inc. | 10,500 | $4.83M | 1.91% | −179−1.7% | Reduced |
| LGT Fund Management Co Ltd. | 10,480 | $4.82M | 2.05% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 10,468 | $4.81M | 0.49% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 10,360 | $4.76M | 1.09% | +1,266+13.9% | Added |
| Globeflex Capital L P | 10,222 | $4.70M | 0.57% | 00.0% | Unchanged |
| Armstrong Shaw Associates Inc | 10,175 | $4.68M | 4.59% | −355−3.4% | Reduced |
| HB Wealth Management, LLC | 10,152 | $4.67M | 0.08% | +65+0.6% | Added |
| Keybank National Association | 10,129 | $4.66M | 0.02% | +149+1.5% | Added |
| Metis Global Partners, LLC | 9,827 | $4.52M | 0.29% | +2,116+27.4% | Added |
| Narwhal Capital Management | 9,692 | $4.46M | 0.56% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 9,682 | $4.45M | 0.04% | −1,077−10.0% | Reduced |
| Burney Co | 9,666 | $4.44M | 0.22% | +2,268+30.7% | Added |
| PFS Investments Inc. | 9,133 | $4.42M | 0.08% | +7,964+681.3% | Added |
| BKD Wealth Advisors, LLC | 9,583 | $4.41M | 0.14% | −148−1.5% | Reduced |
| Guardian Capital Advisors LP | 8,904 | $4.39M | 0.51% | −185−2.0% | Reduced |
| Connectus Wealth, LLC | 9,460 | $4.36M | 0.11% | +6,505+220.1% | Added |
| Pinkerton Retirement Specialists, LLC | 9,422 | $4.33M | 0.81% | +1,203+14.6% | Added |
| Independent Advisor Alliance | 9,324 | $4.29M | 0.21% | −2,235−19.3% | Reduced |
| Beacon Pointe Advisors, LLC | 9,315 | $4.28M | 0.07% | +389+4.4% | Added |
| Employees Retirement System of Texas | 9,215 | $4.24M | 0.06% | −60,261−86.7% | Reduced |
| Tandem Capital Management Corp | 9,049 | $4.16M | 2.93% | +55+0.6% | Added |
| Veritable, L.P. | 9,017 | $4.15M | 0.07% | +62+0.7% | Added |
| Richard Bernstein Advisors LLC | 8,860 | $4.07M | 0.09% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 8,825 | $4.06M | 0.01% | +312+3.7% | Added |
| Jump Financial, LLC | 8,800 | $4.05M | 0.16% | +7,374+517.1% | Added |
| Scholtz & Company, LLC | 8,789 | $4.04M | 2.89% | −198−2.2% | Reduced |
| Tocqueville Asset Management L.P. | 8,736 | $4.02M | 0.08% | −160−1.8% | Reduced |
| Erste Asset Management GmbH | 8,630 | $3.96M | 0.08% | −288−3.2% | Reduced |
| Benedict Financial Advisors Inc | 8,506 | $3.91M | 1.10% | −119−1.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,498 | $3.91M | 0.32% | −103−1.2% | Reduced |
| Wright Investors Service Inc | 8,412 | $3.87M | 1.10% | +235+2.9% | Added |
| First Citizens Bank & Trust Co | 8,406 | $3.87M | 0.08% | −2,191−20.7% | Reduced |
| Meeder Asset Management Inc | 8,373 | $3.85M | 0.31% | +2,077+33.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 8,302 | $3.82M | 0.13% | −19−0.2% | Reduced |
| Ieq Capital, LLC | 8,298 | $3.82M | 0.09% | +28+0.3% | Added |
| Orion Portfolio Solutions, LLC | 8,248 | $3.79M | 0.05% | +3,384+69.6% | Added |
| Brinker Capital Investments, LLC | 8,248 | $3.79M | 0.05% | +5,317+181.4% | Added |
| Wetherby Asset Management Inc | 8,243 | $3.79M | 0.22% | +269+3.4% | Added |