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; 1,614 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, Q2 2023
Institutional positions in Elevance Health, Inc. as of Jun 30, 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
- 1,529
- +17 vs. Q1 2023
- Shares held
- 210.1M
- −3.06M (−1.4%) vs. Q1 2023
- Total value
- $93.1B
- −$3.82B (−3.9%) vs. Q1 2023
- New holders
- 115
- 581 more added
- Sold out
- 98
- 585 more reduced
9 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | 1,614 | $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 | 1,703 | $107.2B |
| Q2 2024 | 1,713 | $112.7B |
| Q1 2024 | 1,673 | $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 | 1,551 | $108.8B |
| Q3 2022 | 1,449 | $97.0B |
| Q2 2022 | 1,444 | $103.2B |
| Q1 2022 | 1,424 | $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, Q2 2023
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ZRC Wealth Management, LLC | 0 | $10 | 0.00% | 0 | Unchanged |
| Comerica Bank | 256,863 | $39 | 0.00% | +256,863 | New |
| 25 LLC | 2 | $836 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $889 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $891 | 0.00% | −20−90.9% | Reduced |
| Centerpoint Advisors, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 3 | $1.33K | 0.00% | −28−90.3% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 3 | $1.33K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $1.78K | 0.00% | −1−20.0% | Reduced |
| True Wealth Design, LLC | 4 | $1.78K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4 | $1.78K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 444 | $1.91K | 0.01% | −16−3.5% | Reduced |
| TSFG, LLC | 5 | $2.00K | 0.00% | +1+25.0% | Added |
| Longfellow Investment Management Co LLC | 5 | $2.22K | 0.00% | +5 | New |
| JNBA Financial Advisors | 5 | $2.22K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 6 | $2.67K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 7 | $2.95K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 7 | $3.11K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 7 | $3.11K | 0.00% | +7 | New |
| Hoey Investments, Inc | 7 | $3.11K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 8 | $3.55K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 9 | $4.00K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $4.00K | 0.00% | +7+140.0% | Added |
| Safeguard Financial, LLC | 10 | $4.00K | 0.00% | +10 | New |
| Sunbelt Securities, Inc. | 9 | $4.02K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 9 | $4.07K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 11 | $4.89K | 0.00% | 00.0% | Unchanged |
| Thomas White International Ltd | 11 | $4.89K | 0.00% | +3+37.5% | Added |
| SOA Wealth Advisors, LLC. | 11 | $4.93K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 13 | $5.78K | 0.00% | +2+18.2% | Added |
| Morton Brown Family Wealth, LLC | 14 | $6.22K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 15 | $6.67K | 0.00% | −10−40.0% | Reduced |
| Disciplined Investments, LLC | 16 | $7.11K | 0.00% | −1−5.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 16 | $7.11K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 16 | $7.11K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 16 | $7.11K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 16 | $7.11K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 18 | $8.00K | 0.00% | +18 | New |
| Carmel Capital Partners, LLC | 19 | $8.44K | 0.00% | −183−90.6% | Reduced |
| Creative Capital Management Investments LLC | 19 | $8.44K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 19 | $8.44K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 19 | $8.44K | 0.00% | +19 | New |
| Lee Financial Co | 20 | $8.89K | 0.00% | −11−35.5% | Reduced |
| Beacon Capital Management, LLC | 20 | $8.89K | 0.00% | +14+233.3% | Added |
| Worth Asset Management, LLC | 22 | $9.77K | 0.01% | +22 | New |
| Distillate Capital Partners LLC | 23 | $10.2K | 3.31% | +23 | New |
| Cornerstone Planning Group LLC | 24 | $10.7K | 0.00% | +24 | New |
| Bollard Group LLC | 25 | $11.0K | 0.00% | +25 | New |
| Norwood Financial Corp | 25 | $11.1K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 25 | $11.1K | 0.01% | +25 | New |
| Coppell Advisory Solutions LLC | 26 | $11.4K | 0.00% | +26 | New |
| Raffa Wealth Management, LLC | 26 | $11.6K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 26 | $11.6K | 0.00% | +26 | New |
| Tortoise Investment Management, LLC | 28 | $12.4K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 29 | $12.8K | 0.00% | −18−38.3% | Reduced |
| Pinnacle Bancorp, Inc. | 29 | $12.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 29 | $12.9K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 29 | $12.9K | 0.00% | +29 | New |
| GPS Wealth Strategies Group, LLC | 30 | $13.3K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 30 | $13.5K | 0.00% | −12−28.6% | Reduced |
| Gradient Investments LLC | 31 | $13.8K | 0.00% | +18+138.5% | Added |
| KB Financial Partners, LLC | 31 | $14.0K | 0.00% | −345−91.8% | Reduced |
| ClariVest Asset Management LLC | 34 | $15.0K | 0.00% | −2−5.6% | Reduced |
| PSI Advisors, LLC | 35 | $15.6K | 0.01% | 00.0% | Unchanged |
| Systematic Financial Management LP | 36 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 36 | $16.0K | 0.00% | +3+9.1% | Added |
| Atwood & Palmer Inc | 37 | $16.4K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 38 | $17.0K | 0.00% | −8−17.4% | Reduced |
| Clean Yield Group | 39 | $17.3K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 40 | $17.8K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 40 | $17.8K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 40 | $17.8K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 35 | $18.0K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 45 | $20.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 45 | $20.0K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 46 | $20.4K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 46 | $20.4K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 46 | $20.4K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 49 | $21.8K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 53 | $23.6K | 0.00% | −28−34.6% | Reduced |
| J.Safra Asset Management Corp | 55 | $24.4K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 55 | $24.6K | 0.00% | +40+266.7% | Added |
| Boyd Watterson Asset Management LLC | 56 | $24.9K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 57 | $25.4K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 59 | $26.1K | 0.00% | +1+1.7% | Added |
| Tompkins Financial Corp | 59 | $26.2K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 61 | $27.0K | 0.00% | +17+38.6% | Added |
| BOK Financial Private Wealth, Inc. | 61 | $27.1K | 0.00% | −24−28.2% | Reduced |
| Register Financial Advisors LLC | 61 | $27.1K | 0.02% | 00.0% | Unchanged |
| Kenfarb & Co. | 62 | $27.5K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 64 | $28.4K | 0.01% | +2+3.2% | Added |
| Field & Main Bank | 65 | $28.9K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 66 | $29.3K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 67 | $29.8K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 68 | $30.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 68 | $30.2K | 0.01% | +33+94.3% | Added |
| O'Dell Group, LLC | 68 | $30.2K | 0.01% | +68 | New |
| GW&K Investment Management, LLC | 70 | $31.0K | 0.00% | +70 | New |