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 |
|---|---|---|---|---|---|
| Copperleaf Capital, LLC | 3,237 | $1.49M | 1.48% | −19−0.6% | Reduced |
| RMB Capital Management, LLC | 3,225 | $1.48M | 0.05% | −299−8.5% | Reduced |
| Signaturefd, LLC | 3,197 | $1.47M | 0.04% | −386−10.8% | Reduced |
| First Foundation Advisors | 3,196 | $1.47M | 0.07% | −6,494−67.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,190 | $1.47M | 0.16% | +94+3.0% | Added |
| Leavell Investment Management, Inc. | 3,187 | $1.47M | 0.10% | −10−0.3% | Reduced |
| M Holdings Securities, Inc. | 3,166 | $1.46M | 0.15% | −785−19.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,144 | $1.45M | 0.02% | −9−0.3% | Reduced |
| United Capital Financial Advisers, LLC | 3,132 | $1.44M | 0.01% | −1,593−33.7% | Reduced |
| Parallel Advisors, LLC | 3,109 | $1.43M | 0.05% | −983−24.0% | Reduced |
| Wealth Architects, LLC | 3,104 | $1.43M | 0.25% | +23+0.7% | Added |
| Pinnacle Financial Partners Inc | 3,085 | $1.42M | 0.04% | +300+10.8% | Added |
| Texas Yale Capital Corp. | 3,047 | $1.40M | 0.07% | +950+45.3% | Added |
| Empower Advisory Group, LLC | 2,927 | $1.39M | 0.01% | +2,927 | New |
| Stoneridge Investment Partners LLC | 3,030 | $1.39M | 0.74% | +2,158+247.5% | Added |
| Ritholtz Wealth Management | 3,026 | $1.39M | 0.07% | −1,593−34.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,013 | $1.39M | 0.07% | −5,296−63.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,000 | $1.38M | 0.07% | −1,248−29.4% | Reduced |
| Summit Global Investments | 2,956 | $1.36M | 0.11% | +2,956 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,952 | $1.36M | 0.22% | +25+0.9% | Added |
| Community Capital Management, Inc. | 2,950 | $1.36M | 1.78% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,930 | $1.35M | 0.11% | +1,165+66.0% | Added |
| Institute for Wealth Management, LLC. | 2,926 | $1.35M | 0.26% | −20−0.7% | Reduced |
| Jefferies Financial Group Inc. | 2,925 | $1.34M | 0.03% | +962+49.0% | Added |
| Qtron Investments LLC | 2,924 | $1.34M | 0.28% | −557−16.0% | Reduced |
| Genesee Capital Advisors, LLC | 2,921 | $1.34M | 0.95% | +4+0.1% | Added |
| Cigna Investments Inc | 2,916 | $1.34M | 0.27% | −69−2.3% | Reduced |
| Northwest & Ethical Investments L.P. | 2,915 | $1.34M | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,915 | $1.34M | 0.05% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 2,915 | $1.34M | 0.18% | +2,159+285.6% | Added |
| Fund Management at Engine No. 1 LLC | 2,897 | $1.33M | 0.27% | +268+10.2% | Added |
| Cunning Capital Partners, LP | 2,880 | $1.32M | 0.90% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 2,877 | $1.32M | 0.12% | +37+1.3% | Added |
| Trust Asset Management LLC | 2,871 | $1.32M | 0.15% | +153+5.6% | Added |
| Stevens Capital Management LP | 2,870 | $1.32M | 0.33% | +2,154+300.8% | Added |
| Leonteq Securities AG | 2,854 | $1.31M | 0.12% | +492+20.8% | Added |
| Searle & Co. | 2,790 | $1.31M | 0.43% | −500−15.2% | Reduced |
| Walleye Trading LLC | 2,836 | $1.30M | 0.05% | −14,054−83.2% | Reduced |
| Clarius Group, LLC | 2,832 | $1.30M | 0.11% | −47−1.6% | Reduced |
| Golden State Equity Partners | 2,823 | $1.30M | 0.70% | +2,823 | New |
| Intellectus Partners, LLC | 2,808 | $1.29M | 0.41% | +2+0.1% | Added |
| Checchi Capital Advisers, LLC | 2,753 | $1.27M | 0.12% | +97+3.7% | Added |
| Forum Financial Management, LP | 2,723 | $1.25M | 0.04% | +10.0% | Added |
| Trustmark National Bank Trust Department | 2,677 | $1.23M | 0.11% | −1,162−30.3% | Reduced |
| Insight Inv LLC | 2,675 | $1.23M | 1.33% | −100−3.6% | Reduced |
| Ergoteles LLC | 2,656 | $1.22M | 0.05% | +2,656 | New |
| NVWM, LLC | 2,654 | $1.22M | 0.41% | −8−0.3% | Reduced |
| Principle Wealth Partners LLC | 2,654 | $1.22M | 0.13% | +154+6.2% | Added |
| SJS Investment Consulting Inc. | 2,634 | $1.21M | 0.33% | −9−0.3% | Reduced |
| Balentine LLC | 2,612 | $1.20M | 0.04% | −1,176−31.0% | Reduced |
| Insight Wealth Strategies, LLC | 2,593 | $1.19M | 0.23% | −72−2.7% | Reduced |
| Mirova | 2,585 | $1.19M | 0.17% | −1,500−36.7% | Reduced |
| Richwood Investment Advisors, LLC | 2,571 | $1.18M | 1.18% | −345−11.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 2,565 | $1.18M | 0.10% | +298+13.1% | Added |
| Pinnacle Associates Ltd | 2,552 | $1.17M | 0.02% | +67+2.7% | Added |
| Versor Investments LP | 2,500 | $1.15M | 0.15% | +2,500 | New |
| Lincoln National Corp | 2,497 | $1.15M | 0.02% | −62−2.4% | Reduced |
| TD Private Client Wealth LLC | 2,496 | $1.15M | 0.05% | −40−1.6% | Reduced |
| Lido Advisors, LLC | 2,495 | $1.15M | 0.02% | −162−6.1% | Reduced |
| Exchange Traded Concepts, LLC | 2,455 | $1.13M | 0.03% | +1,519+162.3% | Added |
| Donaldson Capital Management, LLC | 2,445 | $1.12M | 0.05% | 00.0% | Unchanged |
| Pitcairn Co | 2,434 | $1.12M | 0.10% | −823−25.3% | Reduced |
| Clearstead Advisors, LLC | 2,433 | $1.12M | 0.08% | +60+2.5% | Added |
| Level Four Advisory Services, LLC | 2,430 | $1.12M | 0.07% | +824+51.3% | Added |
| Souders Financial Advisors | 2,409 | $1.11M | 0.24% | +18+0.8% | Added |
| Snowden Capital Advisors LLC | 2,406 | $1.11M | 0.04% | −14,738−86.0% | Reduced |
| 9258 Wealth Management, LLC | 2,404 | $1.11M | 0.22% | −3−0.1% | Reduced |
| WSFS Capital Management, LLC | 2,389 | $1.10M | 0.11% | −75−3.0% | Reduced |
| Compagnie Lombard Odier SCmA | 2,384 | $1.10M | 0.03% | +947+65.9% | Added |
| Ronald Blue Trust, Inc. | 2,114 | $1.08M | 0.02% | −54−2.5% | Reduced |
| InTrack Investment Management Inc | 2,278 | $1.08M | 0.99% | +1,613+242.6% | Added |
| Asset Dedication, LLC | 2,358 | $1.08M | 0.10% | +254+12.1% | Added |
| 1st Source Bank | 2,349 | $1.08M | 0.07% | −78−3.2% | Reduced |
| Sigma Planning Corp | 2,348 | $1.08M | 0.04% | +601+34.4% | Added |
| Foster & Motley Inc | 2,323 | $1.07M | 0.09% | −27−1.1% | Reduced |
| Peachtree Investment Partners, LLC | 2,317 | $1.07M | 0.67% | −750−24.5% | Reduced |
| Cape Investment Advisory, Inc. | 2,312 | $1.06M | 0.65% | +2,312 | New |
| Garrison Point Advisors, LLC | 2,300 | $1.06M | 0.79% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 2,280 | $1.05M | 0.14% | +55+2.5% | Added |
| Financial Counselors Inc | 2,279 | $1.05M | 0.02% | −33−1.4% | Reduced |
| TrimTabs Asset Management, LLC | 2,279 | $1.05M | 0.56% | +378+19.9% | Added |
| Venturi Wealth Management, LLC | 2,247 | $1.03M | 0.08% | −35−1.5% | Reduced |
| SRN Advisors, LLC | 2,250 | $1.03M | 0.95% | −7−0.3% | Reduced |
| Romano Brothers and Company | 2,231 | $1.03M | 0.16% | −5−0.2% | Reduced |
| Conning Inc. | 2,230 | $1.03M | 0.03% | −91−3.9% | Reduced |
| Kula Investments, LLC | 2,230 | $1.03M | 0.25% | +2,230 | New |
| Signature Estate & Investment Advisors LLC | 2,218 | $1.02M | 0.04% | +410+22.7% | Added |
| Cozad Asset Management Inc | 2,216 | $1.02M | 0.13% | −629−22.1% | Reduced |
| Tobam | 2,210 | $1.02M | 0.07% | +637+40.5% | Added |
| SeaCrest Wealth Management, LLC | 2,164 | $995.0K | 0.13% | −13−0.6% | Reduced |
| Massmutual Trust Co FSB | 2,156 | $991.4K | 0.04% | +79+3.8% | Added |
| Coastal Investment Advisors, Inc. | 2,156 | $991.4K | 0.24% | +251+13.2% | Added |
| Bard Financial Services, Inc. | 2,150 | $988.6K | 0.08% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 2,140 | $984.0K | 0.36% | +190+9.7% | Added |
| National Asset Management, Inc. | 2,129 | $979.1K | 0.03% | +197+10.2% | Added |
| Agf Management Ltd | 2,118 | $973.9K | 0.01% | +252+13.5% | Added |
| Buckingham Strategic Wealth, LLC | 1,891 | $969.8K | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,106 | $968.4K | 0.02% | +53+2.6% | Added |
| Perigon Wealth Management, LLC | 2,099 | $965.0K | 0.05% | −182−8.0% | Reduced |
| HMS Capital Management, LLC | 2,097 | $964.0K | 0.61% | +2,097 | New |