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 |
|---|---|---|---|---|---|
| Aigen Investment Management, LP | 4,813 | $2.21M | 0.30% | +4,813 | New |
| AMG National Trust Bank | 4,782 | $2.20M | 0.08% | +110+2.4% | Added |
| Intrust Bank NA | 4,739 | $2.18M | 0.28% | +115+2.5% | Added |
| Symmetry Partners, LLC | 4,655 | $2.14M | 0.12% | +464+11.1% | Added |
| Voya Financial Advisors, Inc. | 4,626 | $2.12M | 0.26% | −94−2.0% | Reduced |
| Horizon Investment Services, LLC | 4,601 | $2.12M | 1.36% | +4,601 | New |
| Spears Abacus Advisors LLC | 4,598 | $2.11M | 0.19% | +4,598 | New |
| U.S. Capital Wealth Advisors, LLC | 4,553 | $2.09M | 0.10% | +297+7.0% | Added |
| Bragg Financial Advisors, Inc | 4,530 | $2.08M | 0.12% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 4,507 | $2.07M | 0.05% | +146+3.3% | Added |
| XR Securities LLC | 4,497 | $2.07M | 2.93% | −2,991−39.9% | Reduced |
| Atlas Capital Advisors LLC | 4,497 | $2.07M | 0.33% | −650−12.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 4,496 | $2.07M | 0.51% | −62−1.4% | Reduced |
| Strategic Financial Services, Inc, | 4,490 | $2.06M | 0.16% | −237−5.0% | Reduced |
| Alpha DNA Investment Management LLC | 4,448 | $2.05M | 1.05% | +1,256+39.3% | Added |
| Johnson Investment Counsel Inc | 4,445 | $2.04M | 0.03% | −149−3.2% | Reduced |
| Tower Research Capital LLC (TRC) | 4,426 | $2.04M | 0.06% | +325+7.9% | Added |
| Lederer & Associates Investment Counsel | 4,410 | $2.03M | 1.56% | +306+7.5% | Added |
| Tokio Marine Asset Management Co Ltd | 4,405 | $2.03M | 0.14% | +552+14.3% | Added |
| Advisors Asset Management, Inc. | 4,377 | $2.01M | 0.04% | −266−5.7% | Reduced |
| Bleakley Financial Group, LLC | 4,375 | $2.01M | 0.07% | −316−6.7% | Reduced |
| CAPROCK Group, Inc. | 4,358 | $2.00M | 0.16% | +284+7.0% | Added |
| Hofer & Associates. Inc | 3,903 | $2.00M | 2.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,330 | $1.99M | 0.05% | −532−10.9% | Reduced |
| Channing Global Advisors, LLC | 4,312 | $1.98M | 2.18% | −845−16.4% | Reduced |
| Malaga Cove Capital, LLC | 4,300 | $1.98M | 0.98% | +220+5.4% | Added |
| Cornercap Investment Counsel Inc | 4,265 | $1.96M | 0.35% | +171+4.2% | Added |
| Benchmark Investment Advisors LLC | 4,244 | $1.95M | 2.00% | −210−4.7% | Reduced |
| First Business Financial Services, Inc. | 4,214 | $1.94M | 0.24% | +132+3.2% | Added |
| Savant Capital, LLC | 4,200 | $1.93M | 0.04% | −58−1.4% | Reduced |
| Barden Capital Management, Inc. | 4,188 | $1.93M | 1.84% | −74−1.7% | Reduced |
| Oak Associates, Ltd | 4,187 | $1.93M | 0.16% | −1,821−30.3% | Reduced |
| Brookfield Asset Management Inc. | 4,175 | $1.92M | 0.01% | +4,175 | New |
| Sterling Investment Management, Inc. | 4,164 | $1.91M | 1.52% | −56−1.3% | Reduced |
| Atria Wealth Solutions, Inc. | 4,163 | $1.91M | 0.03% | +110+2.7% | Added |
| Tufton Capital Management | 4,134 | $1.90M | 0.41% | −24−0.6% | Reduced |
| Csenge Advisory Group | 4,113 | $1.89M | 0.14% | +77+1.9% | Added |
| Comerica Securities,inc. | 4,108 | $1.89M | 0.14% | +90+2.2% | Added |
| Brighton Jones LLC | 4,088 | $1.88M | 0.11% | +25+0.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,080 | $1.88M | 1.25% | +225+5.8% | Added |
| Meeder Advisory Services, Inc. | 4,073 | $1.87M | 0.22% | −339−7.7% | Reduced |
| Cetera Advisors LLC | 4,060 | $1.87M | 0.03% | −307−7.0% | Reduced |
| Pensionfund Sabic | 4,050 | $1.86M | 0.65% | −300−6.9% | Reduced |
| Tudor Investment Corp Et Al | 4,002 | $1.84M | 0.03% | +4,002 | New |
| 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 |
| Pearl River Capital, LLC | 3,992 | $1.84M | 0.29% | +199+5.2% | Added |
| Foundations Investment Advisors, LLC | 3,989 | $1.83M | 0.07% | +1,116+38.8% | Added |
| Vista Investment Management | 3,938 | $1.81M | 0.96% | −8−0.2% | Reduced |
| Smith, Moore & Co. | 3,912 | $1.80M | 0.24% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 3,909 | $1.80M | 0.52% | −20−0.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,907 | $1.80M | 0.16% | −67−1.7% | Reduced |
| FRG Family Wealth Advisors LLC | 3,892 | $1.79M | 0.41% | 00.0% | Unchanged |
| Empowered Funds, LLC | 3,888 | $1.79M | 0.11% | +403+11.6% | Added |
| Chesley Taft & Associates LLC | 3,841 | $1.77M | 0.12% | −160−4.0% | Reduced |
| ProVise Management Group, LLC | 3,834 | $1.76M | 0.17% | −450−10.5% | Reduced |
| Buffington Mohr McNeal | 3,830 | $1.76M | 0.40% | +1,266+49.4% | Added |
| Granite Harbor Advisors, Inc. | 3,820 | $1.76M | 1.60% | +59+1.6% | Added |
| Capstone Investment Advisors, LLC | 3,804 | $1.75M | 0.05% | +3,804 | New |
| Anchor Investment Management, LLC | 3,783 | $1.74M | 0.24% | +280+8.0% | Added |
| Violich Capital Management, Inc. | 3,770 | $1.73M | 0.30% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 3,554 | $1.72M | 0.36% | −10.0% | Reduced |
| Coldstream Capital Management Inc | 3,731 | $1.72M | 0.06% | −116−3.0% | Reduced |
| Oppenheimer Asset Management Inc. | 3,721 | $1.71M | 0.03% | −932−20.0% | Reduced |
| Profund Advisors LLC | 3,717 | $1.71M | 0.11% | −31−0.8% | Reduced |
| Moloney Securities Asset Management, LLC | 3,702 | $1.70M | 0.32% | +177+5.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,695 | $1.70M | 0.53% | +105+2.9% | Added |
| Hancock Whitney Corp | 3,690 | $1.70M | 0.07% | −102−2.7% | Reduced |
| Uncommon Cents Investing LLC | 3,670 | $1.69M | 0.62% | −5−0.1% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 3,664 | $1.68M | 0.09% | +608+19.9% | Added |
| Paralel Advisors LLC | 3,652 | $1.68M | 0.09% | +96+2.7% | Added |
| Cohen Klingenstein LLC | 3,600 | $1.66M | 0.08% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 3,227 | $1.66M | 0.07% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 3,570 | $1.64M | 0.05% | +143+4.2% | Added |
| Weiss Multi-Strategy Advisers LLC | 3,553 | $1.63M | 0.04% | −6,214−63.6% | Reduced |
| Integrated Advisors Network LLC | 3,549 | $1.63M | 0.10% | −327−8.4% | Reduced |
| Triasima Portfolio Management inc. | 3,520 | $1.62M | 0.13% | −7,142−67.0% | Reduced |
| New England Research & Management, Inc. | 3,490 | $1.60M | 0.94% | −710−16.9% | Reduced |
| Matisse Capital | 3,487 | $1.60M | 1.03% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 3,477 | $1.60M | 0.41% | +25+0.7% | Added |
| Foresight Global Investors, Inc. | 3,458 | $1.59M | 1.14% | +3,458 | New |
| DB Fitzpatrick & Co, Inc | 3,450 | $1.59M | 1.72% | +922+36.5% | Added |
| 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 |
| Seven Eight Capital, LP | 3,426 | $1.58M | 0.33% | +3,426 | New |
| Beverly Hills Private Wealth, LLC | 3,423 | $1.57M | 0.49% | +524+18.1% | Added |
| Wedbush Securities Inc | 3,418 | $1.57M | 0.08% | −115−3.3% | Reduced |
| Global Retirement Partners, LLC | 3,415 | $1.56M | 0.08% | +328+10.6% | Added |
| Haverford Trust Co | 3,398 | $1.56M | 0.02% | +190+5.9% | Added |
| Resources Investment Advisors, LLC. | 3,384 | $1.56M | 0.04% | +1,291+61.7% | Added |
| Kornitzer Capital Management Inc | 3,375 | $1.55M | 0.03% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 3,336 | $1.53M | 1.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 3,305 | $1.52M | 0.09% | −10−0.3% | Reduced |
| Sentry LLC | 3,304 | $1.52M | 0.36% | +3,304 | New |
| Community Bank, N.A. | 3,288 | $1.51M | 0.20% | +1,675+103.8% | Added |
| Acropolis Investment Management, LLC | 3,285 | $1.51M | 0.12% | −19−0.6% | Reduced |
| Michael B. Yongue | 3,284 | $1.51M | 1.44% | −506−13.4% | Reduced |
| Desjardins Global Asset Management Inc. | 3,267 | $1.50M | 0.19% | +924+39.4% | Added |
| Integrated Wealth Concepts LLC | 3,264 | $1.50M | 0.03% | +1,609+97.2% | Added |