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, 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 | 1,615 | $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 | 1,703 | $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 |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 4,650 | $2.07M | 0.07% | +762+19.6% | Added |
| EA Series Trust | 4,650 | $2.07M | 0.07% | +4,650 | New |
| Mach-1 Financial Group, Inc. | 4,675 | $2.08M | 0.83% | +4,652+20,226.1% | Added |
| Alpha DNA Investment Management LLC | 4,710 | $2.09M | 1.19% | +262+5.9% | Added |
| Essex Financial Services, Inc. | 4,718 | $2.10M | 0.24% | −1,770−27.3% | Reduced |
| Machina Capital S.A.S. | 4,725 | $2.10M | 1.19% | +4,314+1,049.6% | Added |
| Intrust Bank NA | 4,764 | $2.12M | 0.26% | +25+0.5% | Added |
| Harfst & Associates, Inc. | 4,800 | $2.13M | 0.57% | +891+22.8% | Added |
| Capital International Sarl | 4,840 | $2.15M | 0.10% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 4,845 | $2.15M | 0.42% | −21−0.4% | Reduced |
| Raymond James Trust N.A. | 4,878 | $2.17M | 0.06% | −200−3.9% | Reduced |
| Stevens Capital Management LP | 4,888 | $2.17M | 0.45% | +2,018+70.3% | Added |
| Susquehanna Fundamental Investments, LLC | 4,900 | $2.18M | 0.08% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 4,953 | $2.18M | 0.25% | +327+7.1% | Added |
| Kestra Private Wealth Services, LLC | 4,930 | $2.19M | 0.07% | +64+1.3% | Added |
| Oliver Luxxe Assets LLC | 4,960 | $2.20M | 0.55% | −1,287−20.6% | Reduced |
| PKO Investment Management Joint-Stock Co | 5,000 | $2.22M | 0.27% | +1,000+25.0% | Added |
| Clough Capital Partners L P | 5,000 | $2.22M | 0.22% | 00.0% | Unchanged |
| MAI Capital Management | 5,057 | $2.25M | 0.03% | −30−0.6% | Reduced |
| Delta Capital Management LLC | 5,090 | $2.26M | 1.56% | −50−1.0% | Reduced |
| Greenfield Savings Bank | 5,123 | $2.28M | 1.54% | +77+1.5% | Added |
| Stonebridge Capital Advisors LLC | 5,141 | $2.28M | 0.24% | −335−6.1% | Reduced |
| Heritage Wealth Advisors | 5,147 | $2.29M | 0.12% | +5+0.1% | Added |
| Legacy Trust | 5,183 | $2.30M | 0.63% | +7+0.1% | Added |
| Jackson Hole Capital Partners, LLC | 5,187 | $2.30M | 0.63% | −489−8.6% | Reduced |
| Cipher Capital LP | 5,248 | $2.33M | 0.40% | +5,248 | New |
| Keudell/Morrison Wealth Management | 5,266 | $2.34M | 0.67% | +9+0.2% | Added |
| Madison Wealth Management | 5,267 | $2.34M | 0.47% | +200+3.9% | Added |
| Jackson Wealth Management, LLC | 5,308 | $2.36M | 0.35% | −83−1.5% | Reduced |
| Tower Research Capital LLC (TRC) | 5,308 | $2.36M | 0.08% | +882+19.9% | Added |
| Liberty One Investment Management, LLC | 5,319 | $2.36M | 0.31% | +237+4.7% | Added |
| Valeo Financial Advisors, LLC | 5,368 | $2.38M | 0.11% | +189+3.6% | Added |
| Jag Capital Management, LLC | 5,385 | $2.39M | 0.28% | −29−0.5% | Reduced |
| Great Valley Advisor Group, Inc. | 5,423 | $2.41M | 0.10% | −992−15.5% | Reduced |
| Legato Capital Management LLC | 5,427 | $2.41M | 0.33% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 5,428 | $2.41M | 0.78% | +128+2.4% | Added |
| Bangor Savings Bank | 5,436 | $2.42M | 0.27% | +33+0.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,499 | $2.44M | 0.26% | +5,499 | New |
| Oppenheimer & Co Inc | 5,510 | $2.45M | 0.05% | −1,262−18.6% | Reduced |
| Avantax Advisory Services, Inc. | 5,527 | $2.46M | 0.03% | +83+1.5% | Added |
| Old National Bancorp | 5,543 | $2.46M | 0.07% | −1,599−22.4% | Reduced |
| Advisory Services Network, LLC | 5,553 | $2.47M | 0.07% | −251−4.3% | Reduced |
| Veriti Management LLC | 5,592 | $2.48M | 0.28% | −395−6.6% | Reduced |
| Sawtooth Solutions, LLC | 5,598 | $2.49M | 0.07% | +581+11.6% | Added |
| Endurant Capital Management LP | 5,636 | $2.50M | 3.23% | −31,690−84.9% | Reduced |
| D.A. Davidson & Co. | 5,651 | $2.51M | 0.03% | −392−6.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 5,652 | $2.51M | 0.09% | −14,255−71.6% | Reduced |
| Occudo Quantitative Strategies LP | 5,712 | $2.54M | 0.26% | +5,712 | New |
| Princeton Global Asset Management LLC | 5,831 | $2.59M | 0.76% | −299−4.9% | Reduced |
| Edmp, Inc. | 5,918 | $2.63M | 2.50% | −33−0.6% | Reduced |
| CWM, LLC | 5,922 | $2.63M | 0.02% | +472+8.7% | Added |
| Regions Financial Corp | 5,931 | $2.64M | 0.02% | −749−11.2% | Reduced |
| Everence Capital Management Inc | 5,910 | $2.65M | 0.22% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 6,030 | $2.68M | 0.96% | +10.0% | Added |
| Kempen Capital Management N.V. | 6,043 | $2.68M | 0.05% | −1,613−21.1% | Reduced |
| Moody National Bank Trust Division | 6,054 | $2.69M | 0.18% | +115+1.9% | Added |
| Ieq Capital, LLC | 6,088 | $2.70M | 0.05% | −2,210−26.6% | Reduced |
| Alamar Capital Management, LLC | 6,101 | $2.71M | 1.99% | +445+7.9% | Added |
| IMA Wealth, Inc. | 6,123 | $2.72M | 0.70% | +890+17.0% | Added |
| Lakeview Capital Partners, LLC | 6,250 | $2.78M | 0.52% | +410+7.0% | Added |
| Fort Washington Investment Advisors Inc | 6,309 | $2.80M | 0.02% | −200−3.1% | Reduced |
| RDA Financial Network | 6,310 | $2.80M | 1.18% | −11−0.2% | Reduced |
| James Investment Research Inc | 6,385 | $2.84M | 0.36% | −245−3.7% | Reduced |
| Pegasus Asset Management, Inc. | 6,391 | $2.84M | 1.26% | +77+1.2% | Added |
| Neo Ivy Capital Management | 6,411 | $2.85M | 1.50% | +6,411 | New |
| La Banque Postale Asset Management SA | 6,471 | $2.88M | 0.07% | −7,237−52.8% | Reduced |
| KCS Wealth Advisory | 6,479 | $2.88M | 1.00% | +497+8.3% | Added |
| Family Legacy, Inc. | 6,510 | $2.89M | 1.16% | −16−0.2% | Reduced |
| Virtu Financial LLC | 6,570 | $2.92M | 0.22% | +6,570 | New |
| Bailard, Inc. | 6,577 | $2.92M | 0.10% | −4,956−43.0% | Reduced |
| Trivant Custom Portfolio Group, LLC | 6,584 | $2.93M | 2.06% | +82+1.3% | Added |
| Buffington Mohr McNeal | 6,628 | $2.94M | 0.64% | +2,798+73.1% | Added |
| Pinkerton Retirement Specialists, LLC | 6,631 | $2.95M | 0.58% | −2,791−29.6% | Reduced |
| Capstone Investment Advisors, LLC | 6,663 | $2.96M | 0.09% | +2,859+75.2% | Added |
| Blair William & Co | 6,788 | $3.02M | 0.01% | +1,251+22.6% | Added |
| YHB Investment Advisors, Inc. | 6,805 | $3.02M | 0.28% | 00.0% | Unchanged |
| Westpac Banking Corp | 6,838 | $3.04M | 0.21% | −61,437−90.0% | Reduced |
| Transform Wealth, LLC | 6,863 | $3.05M | 0.27% | −76−1.1% | Reduced |
| Bull Street Advisors, LLC | 6,877 | $3.06M | 1.57% | −30.0% | Reduced |
| AustralianSuper Pty Ltd | 6,882 | $3.06M | 0.02% | +6,882 | New |
| Strategic Wealth Partners, Ltd. | 6,991 | $3.11M | 0.40% | +6,367+1,020.4% | Added |
| AIA Group Ltd | 7,000 | $3.11M | 0.15% | +6,249+832.1% | Added |
| Foundations Investment Advisors, LLC | 7,038 | $3.13M | 0.10% | +3,049+76.4% | Added |
| First Hawaiian Bank | 7,060 | $3.14M | 0.10% | −367−4.9% | Reduced |
| Vinva Investment Management Ltd | 7,174 | $3.16M | 0.28% | −1,008−12.3% | Reduced |
| Mitchell Capital Management Co | 7,185 | $3.19M | 0.73% | +24+0.3% | Added |
| Gluskin Sheff & Assoc Inc | 7,228 | $3.21M | 0.19% | −33−0.5% | Reduced |
| Garrison Bradford & Associates Inc | 7,258 | $3.23M | 3.90% | +10.0% | Added |
| Argent Trust Co | 7,289 | $3.24M | 0.18% | +150+2.1% | Added |
| Jump Financial, LLC | 7,296 | $3.24M | 0.12% | −1,504−17.1% | Reduced |
| Greenleaf Trust | 7,377 | $3.28M | 0.03% | +314+4.4% | Added |
| Beverly Hills Private Wealth, LLC | 7,126 | $3.30M | 0.54% | +3,703+108.2% | Added |
| Vestmark Advisory Solutions, Inc. | 7,447 | $3.31M | 0.13% | +496+7.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,478 | $3.32M | 0.09% | −29−0.4% | Reduced |
| Gotham Asset Management, LLC | 7,548 | $3.35M | 0.07% | +1,039+16.0% | Added |
| Guggenheim Capital LLC | 7,554 | $3.36M | 0.03% | +17+0.2% | Added |
| Asio Capital, LLC | 7,557 | $3.36M | 0.82% | +720+10.5% | Added |
| Empirical Finance, LLC | 7,572 | $3.36M | 0.26% | +817+12.1% | Added |
| Duncker Streett & Co Inc | 7,692 | $3.42M | 0.76% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 7,725 | $3.43M | 0.07% | −1,135−12.8% | Reduced |