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 |
|---|---|---|---|---|---|
| Stanley-Laman Group, Ltd. | 7,809 | $3.47M | 0.57% | +648+9.0% | Added |
| Timber Creek Capital Management LLC | 7,824 | $3.48M | 1.20% | +738+10.4% | Added |
| Greystone Financial Group, LLC | 7,857 | $3.49M | 0.81% | +7,857 | New |
| LMR Partners LLP | 7,887 | $3.50M | 0.08% | +1,599+25.4% | Added |
| Umb Bank N A | 7,931 | $3.52M | 0.05% | −19,442−71.0% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $3.55M | 0.99% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 8,048 | $3.58M | 0.05% | +4,327+116.3% | Added |
| Beacon Pointe Advisors, LLC | 8,170 | $3.63M | 0.06% | −1,145−12.3% | Reduced |
| Synovus Financial Corp | 8,171 | $3.63M | 0.04% | +9+0.1% | Added |
| Guardian Capital Advisors LP | 8,829 | $3.66M | 0.42% | −75−0.8% | Reduced |
| Wetherby Asset Management Inc | 8,282 | $3.68M | 0.20% | +39+0.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 8,295 | $3.69M | 0.12% | −7−0.1% | Reduced |
| Wright Investors Service Inc | 8,385 | $3.73M | 1.05% | −27−0.3% | Reduced |
| Benedict Financial Advisors Inc | 8,465 | $3.76M | 1.03% | −41−0.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,510 | $3.78M | 0.28% | +12+0.1% | Added |
| Veritable, L.P. | 8,582 | $3.81M | 0.06% | −435−4.8% | Reduced |
| Tocqueville Asset Management L.P. | 8,651 | $3.84M | 0.07% | −85−1.0% | Reduced |
| Scholtz & Company, LLC | 8,705 | $3.87M | 2.42% | −84−1.0% | Reduced |
| Ergoteles LLC | 8,731 | $3.88M | 0.19% | +6,075+228.7% | Added |
| Point72 Asset Management, L.P. | 8,747 | $3.89M | 0.01% | −287,021−97.0% | Reduced |
| FORA Capital, LLC | 8,778 | $3.90M | 0.55% | +3,004+52.0% | Added |
| McKinley Capital Management LLC /Delaware | 8,830 | $3.92M | 0.52% | −9,980−53.1% | Reduced |
| Armstrong Shaw Associates Inc | 8,845 | $3.93M | 4.00% | −1,330−13.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 8,940 | $3.97M | 1.27% | +8,940 | New |
| Strategy Asset Managers LLC | 8,963 | $3.98M | 0.88% | +1,243+16.1% | Added |
| Tandem Capital Management Corp | 9,052 | $4.02M | 2.62% | +30.0% | Added |
| Vontobel Holding Ltd. | 9,054 | $4.02M | 0.04% | −6,800−42.9% | Reduced |
| Burney Co | 9,091 | $4.04M | 0.19% | −575−5.9% | Reduced |
| Independent Advisor Alliance | 9,105 | $4.05M | 0.18% | −219−2.3% | Reduced |
| Pearl River Capital, LLC | 9,203 | $4.09M | 0.66% | +5,211+130.5% | Added |
| Connectus Wealth, LLC | 9,249 | $4.13M | 0.10% | −211−2.2% | Reduced |
| Loomis Sayles & Co L P | 9,305 | $4.13M | 0.01% | +480+5.4% | Added |
| BKD Wealth Advisors, LLC | 9,317 | $4.14M | 0.12% | −266−2.8% | Reduced |
| Bamco Inc | 9,400 | $4.18M | 0.01% | −3,100−24.8% | Reduced |
| Narwhal Capital Management | 9,592 | $4.26M | 0.50% | −100−1.0% | Reduced |
| Duality Advisers, LP | 9,602 | $4.27M | 0.54% | +9,602 | New |
| LGT Fund Management Co Ltd. | 9,610 | $4.27M | 1.96% | −870−8.3% | Reduced |
| Icon Advisers Inc | 9,700 | $4.31M | 1.10% | −3,900−28.7% | Reduced |
| National Asset Management, Inc. | 9,748 | $4.33M | 0.10% | +7,619+357.9% | Added |
| Coastline Trust Co | 9,857 | $4.38M | 0.61% | −1,618−14.1% | Reduced |
| Metis Global Partners, LLC | 9,915 | $4.41M | 0.24% | +88+0.9% | Added |
| Kestra Advisory Services, LLC | 9,933 | $4.41M | 0.04% | −1,848−15.7% | Reduced |
| Varma Mutual Pension Insurance Co | 10,000 | $4.44M | 0.05% | −25,000−71.4% | Reduced |
| Banque Cantonale Vaudoise | 10,001 | $4.44M | 0.21% | +2,300+29.9% | Added |
| Keybank National Association | 10,095 | $4.49M | 0.02% | −34−0.3% | Reduced |
| Flputnam Investment Management Co | 10,157 | $4.51M | 0.12% | +9,564+1,612.8% | Added |
| Globeflex Capital L P | 10,222 | $4.54M | 0.51% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 10,331 | $4.59M | 0.22% | −352−3.3% | Reduced |
| Mill Capital Management, LLC | 10,468 | $4.65M | 0.44% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 10,590 | $4.71M | 0.20% | −6,645−38.6% | Reduced |
| Eagle Rock Investment Company, LLC | 10,763 | $4.71M | 1.01% | +403+3.9% | Added |
| Leuthold Group, LLC | 10,630 | $4.72M | 0.61% | −1,598−13.1% | Reduced |
| First Citizens Bank & Trust Co | 10,723 | $4.76M | 0.09% | +2,317+27.6% | Added |
| Winmill & Co. Inc | 10,790 | $4.79M | 1.71% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 10,800 | $4.80M | 0.26% | −6,600−37.9% | Reduced |
| Clearline Capital LP | 10,847 | $4.82M | 0.62% | −4,486−29.3% | Reduced |
| Van Eck Associates Corp | 10,872 | $4.83M | 0.01% | +5,629+107.4% | Added |
| Peapack Gladstone Financial Corp | 10,875 | $4.83M | 0.09% | −77−0.7% | Reduced |
| Westbourne Investment Advisors, Inc. | 10,886 | $4.84M | 2.17% | +110+1.0% | Added |
| E. Ohman J:or Asset Management AB | 10,900 | $4.84M | 0.17% | +100+0.9% | Added |
| Dynamic Technology Lab Private Ltd | 10,913 | $4.85M | 0.61% | +3,266+42.7% | Added |
| West Family Investments, Inc. | 10,938 | $4.86M | 1.89% | +438+4.2% | Added |
| HB Wealth Management, LLC | 10,944 | $4.86M | 0.08% | +792+7.8% | Added |
| Scotia Capital Inc. | 11,027 | $4.90M | 0.03% | +4,817+77.6% | Added |
| Meeder Asset Management Inc | 11,250 | $5.00M | 0.36% | +2,877+34.4% | Added |
| Private Advisor Group, LLC | 11,157 | $5.03M | 0.04% | +1,475+15.2% | Added |
| Cetera Investment Advisers | 11,487 | $5.10M | 0.04% | +527+4.8% | Added |
| New Mexico Educational Retirement Board | 11,646 | $5.17M | 0.23% | +600+5.4% | Added |
| CBOE Vest Financial, LLC | 11,784 | $5.24M | 0.49% | +8,869+304.3% | Added |
| SG Americas Securities, LLC | 11,940 | $5.30M | 0.05% | +6,349+113.6% | Added |
| Shell Asset Management Co | 11,952 | $5.31M | 0.21% | −2,161−15.3% | Reduced |
| Institutional & Family Asset Management, LLC | 11,956 | $5.31M | 0.87% | +105+0.9% | Added |
| PFS Investments Inc. | 12,021 | $5.34M | 0.09% | +2,888+31.6% | Added |
| SYSTM Wealth Solutions LLC | 12,228 | $5.43M | 0.74% | −585−4.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 12,234 | $5.43M | 1.63% | +717+6.2% | Added |
| Ostrum Asset Management | 12,252 | $5.44M | 0.46% | −216−1.7% | Reduced |
| Advisor Partners II, LLC | 12,261 | $5.45M | 0.26% | +659+5.7% | Added |
| Wealthfront Advisers LLC | 12,280 | $5.46M | 0.02% | −4,144−25.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 12,360 | $5.49M | 0.35% | −139−1.1% | Reduced |
| Ontario Teachers Pension Plan Board | 12,405 | $5.51M | 0.06% | +4,283+52.7% | Added |
| Meritage Portfolio Management | 12,573 | $5.59M | 0.40% | −753−5.7% | Reduced |
| Pathstone Family Office, LLC | 12,903 | $5.62M | 0.08% | −1,017−7.3% | Reduced |
| CX Institutional | 12,693 | $5.64M | 0.29% | +1,899+17.6% | Added |
| GWM Advisors LLC | 12,903 | $5.73M | 0.06% | +1,191+10.2% | Added |
| JS Capital Management LLC | 13,000 | $5.78M | 0.76% | +13,000 | New |
| Brinker Capital Investments, LLC | 13,090 | $5.82M | 0.06% | +4,842+58.7% | Added |
| Orion Portfolio Solutions, LLC | 13,090 | $5.82M | 0.06% | +4,842+58.7% | Added |
| Alpine Woods Capital Investors, LLC | 13,102 | $5.82M | 0.91% | −3,157−19.4% | Reduced |
| Power Corp of Canada | 13,124 | $5.83M | 0.61% | +645+5.2% | Added |
| Summit Street Capital Management, LLC | 13,465 | $5.98M | 2.82% | 00.0% | Unchanged |
| Quantbot Technologies LP | 13,687 | $6.08M | 0.40% | +6,181+82.3% | Added |
| Hyman Charles D | 13,877 | $6.17M | 0.39% | 00.0% | Unchanged |
| Diversified Trust Co | 14,011 | $6.22M | 0.23% | +1,330+10.5% | Added |
| United Services Automobile Association | 14,173 | $6.30M | 0.18% | −204−1.4% | Reduced |
| KCM Investment Advisors LLC | 14,185 | $6.30M | 0.25% | −2,499−15.0% | Reduced |
| GHP Investment Advisors, Inc. | 13,352 | $6.33M | 0.37% | +1,203+9.9% | Added |
| Verdence Capital Advisors LLC | 14,313 | $6.36M | 0.74% | +2,250+18.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,399 | $6.40M | 0.38% | −1,364−8.7% | Reduced |
| Logan Capital Management Inc | 14,529 | $6.46M | 0.31% | −235−1.6% | Reduced |
| Louisiana State Employees Retirement System | 14,700 | $6.53M | 0.14% | −800−5.2% | Reduced |