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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 2,084 | $958.2K | 0.02% | +84+4.2% | Added |
| Change Path, LLC | 2,084 | $958.0K | 0.05% | −134−6.0% | Reduced |
| Vanguard Capital Wealth Advisors | 2,073 | $953.1K | 0.95% | +7+0.3% | Added |
| Wealthspire Advisors, LLC | 2,067 | $950.4K | 0.02% | −399−16.2% | Reduced |
| Poplar Forest Capital LLC | 2,050 | $942.6K | 0.11% | +2,050 | New |
| Chicago Capital, LLC | 2,042 | $938.9K | 0.05% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 2,041 | $938.5K | 0.15% | 00.0% | Unchanged |
| Strategic Advisors LLC | 2,032 | $934.1K | 0.19% | +51+2.6% | Added |
| Busey Wealth Management | 2,024 | $930.7K | 0.04% | −36−1.7% | Reduced |
| Hohimer Wealth Management, LLC | 2,009 | $923.8K | 0.27% | −2−0.1% | Reduced |
| Meitav Dash Investments Ltd | 2,006 | $920.6K | 0.02% | −549−21.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 2,000 | $919.6K | 0.14% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 1,958 | $908.0K | 0.80% | +1,958 | New |
| Mission Wealth Management, LP | 1,975 | $907.9K | 0.04% | −11−0.6% | Reduced |
| Quarry LP | 1,974 | $907.7K | 0.50% | +1,937+5,235.1% | Added |
| Salomon & Ludwin, LLC | 1,970 | $905.8K | 0.11% | 00.0% | Unchanged |
| Bremer Bank National Association | 1,962 | $902.1K | 0.17% | −57−2.8% | Reduced |
| Arden Trust Co | 1,944 | $894.0K | 0.16% | −84−4.1% | Reduced |
| King Wealth | 1,943 | $893.0K | 0.20% | 00.0% | Unchanged |
| Twin Capital Management Inc | 1,935 | $889.7K | 0.12% | −110−5.4% | Reduced |
| 44 Wealth Management LLC | 1,928 | $886.4K | 0.30% | −46−2.3% | Reduced |
| Mutual Advisors, LLC | 1,927 | $886.2K | 0.04% | +239+14.2% | Added |
| Quadrant Capital Group LLC | 1,927 | $886.1K | 0.09% | −309−13.8% | Reduced |
| Roundview Capital LLC | 1,916 | $881.1K | 0.09% | +23+1.2% | Added |
| First Pacific Advisors, LP | 1,915 | $880.5K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,898 | $872.7K | 0.13% | +382+25.2% | Added |
| Toth Financial Advisory Corp | 1,896 | $871.9K | 0.14% | +497+35.5% | Added |
| Analyst IMS Investment Management Services Ltd. | 1,894 | $869.0K | 0.07% | −81−4.1% | Reduced |
| Pacific Global Investment Management CO | 1,883 | $865.8K | 0.19% | −11−0.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 1,875 | $862.0K | 0.02% | −7−0.4% | Reduced |
| Pure Financial Advisors, Inc. | 1,858 | $854.4K | 0.04% | +102+5.8% | Added |
| Virtus ETF Advisers LLC | 1,857 | $853.9K | 0.47% | +346+22.9% | Added |
| Garde Capital, Inc. | 1,850 | $851.0K | 0.09% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 1,854 | $846.6K | 0.12% | −199−9.7% | Reduced |
| Beacon Financial Group | 1,743 | $845.0K | 0.12% | −323−15.6% | Reduced |
| HF Advisory Group, LLC | 1,836 | $844.2K | 0.75% | +225+14.0% | Added |
| Herold Advisors, Inc. | 1,834 | $843.5K | 0.29% | +720+64.6% | Added |
| World Equity Group, Inc. | 16,978 | $833.1K | 0.14% | +13,626+406.5% | Added |
| Outlook Wealth Advisors, LLC | 1,787 | $821.8K | 0.37% | +1,322+284.3% | Added |
| Prestige Wealth Management Group LLC | 1,786 | $821.2K | 0.21% | +709+65.8% | Added |
| Rehmann Capital Advisory Group | 1,777 | $817.2K | 0.08% | +37+2.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,771 | $814.2K | 0.17% | +70+4.1% | Added |
| Constitution Capital LLC | 1,750 | $804.7K | 0.49% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 1,745 | $802.4K | 0.75% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,744 | $802.0K | 0.02% | +982+128.9% | Added |
| Baker Tilly Wealth Management, LLC | 1,742 | $801.0K | 0.09% | +695+66.4% | Added |
| Smithbridge Asset Management Inc | 1,735 | $798.0K | 0.20% | −12−0.7% | Reduced |
| Merit Financial Group, LLC | 1,713 | $787.9K | 0.03% | +403+30.8% | Added |
| Horizon Investments, LLC | 1,710 | $786.3K | 0.02% | −3,837−69.2% | Reduced |
| Ameritas Advisory Services, LLC | 1,697 | $784.0K | 0.04% | −426−20.1% | Reduced |
| Colonial River Wealth Management, LLC | 1,705 | $783.9K | 0.46% | +3+0.2% | Added |
| Middleton & Co Inc | 1,700 | $781.7K | 0.11% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,698 | $780.8K | 0.05% | −70−4.0% | Reduced |
| Western Financial Corp | 1,698 | $780.6K | 0.56% | +42+2.5% | Added |
| Congress Wealth Management LLC | 1,688 | $776.9K | 0.02% | −230−12.0% | Reduced |
| McLean Asset Management Corp | 1,688 | $776.2K | 0.32% | −29−1.7% | Reduced |
| Global Trust Asset Management, LLC | 1,687 | $775.5K | 0.37% | −6−0.4% | Reduced |
| Echo Street Capital Management LLC | 1,676 | $770.6K | 0.01% | +921+122.0% | Added |
| Strategic Investment Advisors | 1,673 | $769.5K | 0.14% | +1,673 | New |
| Linden Thomas Advisory Services, LLC | 1,665 | $765.6K | 0.19% | +60+3.7% | Added |
| Compass Wealth Management LLC | 1,658 | $762.4K | 0.24% | 00.0% | Unchanged |
| Terry L. Blaker | 1,654 | $760.5K | 0.07% | +3+0.2% | Added |
| Brogan Financial, Inc. | 1,635 | $751.8K | 0.65% | 00.0% | Unchanged |
| Summit X, LLC | 1,630 | $751.0K | 0.19% | +274+20.2% | Added |
| Thomasville National Bank | 1,627 | $748.1K | 0.08% | −13−0.8% | Reduced |
| Simplify Asset Management Inc. | 1,619 | $744.4K | 0.13% | −2,818−63.5% | Reduced |
| Graypoint LLC | 1,615 | $742.4K | 0.08% | +536+49.7% | Added |
| Nilsine Partners, LLC | 1,610 | $740.3K | 0.12% | +1,610 | New |
| Indie Asset Partners, LLC | 1,608 | $739.4K | 0.86% | −66−3.9% | Reduced |
| Systematic Alpha Investments, LLC | 1,597 | $734.3K | 0.04% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,587 | $729.7K | 0.08% | +3+0.2% | Added |
| EP Wealth Advisors, LLC | 14,986 | $727.3K | 0.01% | +13,283+780.0% | Added |
| JGP Global Gestao de Recursos Ltda. | 2,883 | $726.6K | 0.82% | +1,812+169.2% | Added |
| Sentry Investment Management LLC | 1,578 | $726.0K | 0.30% | −497−24.0% | Reduced |
| DGS Capital Management, LLC | 1,575 | $724.3K | 0.40% | −19−1.2% | Reduced |
| Detalus Advisors, LLC | 1,568 | $721.1K | 0.34% | +1,568 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,566 | $720.1K | 0.10% | +62+4.1% | Added |
| J. W. Coons Advisors, LLC | 1,565 | $719.6K | 0.21% | +97+6.6% | Added |
| Evermay Wealth Management LLC | 1,561 | $717.8K | 0.14% | +91+6.2% | Added |
| Windsor Group LTD | 1,477 | $716.0K | 0.14% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 1,552 | $714.0K | 0.28% | −38−2.4% | Reduced |
| Central Trust Co | 1,531 | $704.0K | 0.02% | −1,305−46.0% | Reduced |
| Valmark Advisers, Inc. | 1,530 | $703.4K | 0.02% | +708+86.1% | Added |
| Quantamental Technologies LLC | 1,522 | $699.8K | 0.38% | +1,522 | New |
| Wolverine Trading, LLC | 1,524 | $699.0K | 0.02% | −1,145−42.9% | Reduced |
| Aaron Wealth Advisors | 1,519 | $698.5K | 0.10% | +70+4.8% | Added |
| Taylor Hoffman Wealth Management | 1,514 | $696.2K | 0.38% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,504 | $691.6K | 0.06% | −10−0.7% | Reduced |
| Everhart Financial Group, Inc. | 1,503 | $691.3K | 0.31% | +3+0.2% | Added |
| RFG Advisory, LLC | 1,497 | $688.4K | 0.03% | −97−6.1% | Reduced |
| Wesbanco Bank Inc | 1,497 | $688.0K | 0.03% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 1,492 | $686.0K | 0.13% | −66−4.2% | Reduced |
| Great Diamond Partners, LLC | 1,484 | $682.4K | 0.20% | −16−1.1% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,479 | $680.1K | 0.31% | +219+17.4% | Added |
| Schechter Investment Advisors, LLC | 1,479 | $679.9K | 0.06% | −34−2.2% | Reduced |
| Monarch Capital Management Inc | 1,476 | $678.7K | 0.21% | −195−11.7% | Reduced |
| Shelton Capital Management | 1,476 | $678.7K | 0.03% | −46−3.0% | Reduced |
| Brookstone Capital Management | 1,399 | $677.6K | 0.01% | −122−8.0% | Reduced |
| Stony Point Wealth Management Inc. | 1,465 | $673.5K | 0.35% | −36−2.4% | Reduced |
| Bessemer Securities LLC | 1,462 | $672.0K | 0.31% | −232−13.7% | Reduced |