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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.

Institutional holdersQ2 2023: 1,529 institutions
Q1 2021: 1,215 institutionsQ2 2021: 1,239 institutionsQ3 2021: 1,221 institutionsQ4 2021: 1,375 institutionsQ1 2022: 1,423 institutionsQ2 2022: 1,443 institutionsQ3 2022: 1,448 institutionsQ4 2022: 1,550 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,672 institutionsQ2 2024: 1,712 institutionsQ3 2024: 1,702 institutionsQ4 2024: 1,609 institutionsQ1 2025: 1,667 institutionsQ2 2025: 1,596 institutionsQ3 2025: 1,512 institutionsQ4 2025: 1,557 institutionsQ1 2026: 1,473 institutionsQ2 2026: 1,615 institutions
Value heldQ2 2023: $93.1B
Q1 2021: $78.2BQ2 2021: $82.8BQ3 2021: $80.6BQ4 2021: $99.3BQ1 2022: $105.7BQ2 2022: $103.2BQ3 2022: $97.0BQ4 2022: $108.8BQ1 2023: $96.9BQ2 2023: $93.1BQ3 2023: $90.8BQ4 2023: $98.1BQ1 2024: $107.7BQ2 2024: $112.7BQ3 2024: $107.2BQ4 2024: $76.5BQ1 2025: $88.6BQ2 2025: $79.7BQ3 2025: $63.3BQ4 2025: $71.0BQ1 2026: $57.1BQ2 2026: $76.8B
Institutions holding ELV and their total value by quarter
QuarterHoldersValue
Q2 20261,615$76.8B
Q1 20261,473$57.1B
Q4 20251,557$71.0B
Q3 20251,512$63.3B
Q2 20251,596$79.7B
Q1 20251,667$88.6B
Q4 20241,609$76.5B
Q3 20241,702$107.2B
Q2 20241,712$112.7B
Q1 20241,672$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,550$108.8B
Q3 20221,448$97.0B
Q2 20221,443$103.2B
Q1 20221,423$105.7B
Q4 20211,375$99.3B
Q3 20211,221$80.6B
Q2 20211,239$82.8B
Q1 20211,215$78.2B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q1 2023.

Institutions holding ELV in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Aurora Private Wealth, Inc.0$00.00%−445−100.0%Sold out
Gemmer Asset Management LLC0$00.00%−442−100.0%Sold out
Strategic Equity Management0$00.00%−442−100.0%Sold out
Gillespie Robinson & Grimm Inc0$00.00%−441−100.0%Sold out
Triad Financial Advisors, Inc.0$00.00%−439−100.0%Sold out
Carnegie Capital Asset Management, LLC0$00.00%−436−100.0%Sold out
SkyView Investment Advisors, LLC0$00.00%−378−100.0%Sold out
Pointe Capital Management LLC0$00.00%−375−100.0%Sold out
MBM Wealth Consultants, LLC0$00.00%−345−100.0%Sold out
Icon Wealth Partners, LLC0$00.00%−226−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−180−100.0%Sold out
Orion Capital Management LLC0$00.00%−112−100.0%Sold out
Ten Capital Wealth Advisors, LLC0$00.00%−111−100.0%Sold out
Fred Alger Management, LLC0$00.00%−85−100.0%Sold out
New Hampshire Trust0$00.00%−65−100.0%Sold out
HBC Financial Services, PLLC0$00.00%−60−100.0%Sold out
Fortis Capital Advisors, LLC0$00.00%−62−100.0%Sold out
Accel Wealth Management0$00.00%−38−100.0%Sold out
Castleview Partners, LLC0$00.00%−35−100.0%Sold out
Schubert & Co0$00.00%−24−100.0%Sold out
McIlrath & Eck, LLC0$00.00%−20−100.0%Sold out
RE Dickinson Investment Advisors, LLC0$00.00%−18−100.0%Sold out
Syverson Strege & Co0$00.00%−15−100.0%Sold out
Grey Fox Wealth Advisors, LLC0$00.00%−9−100.0%Sold out
Bellwether Advisors, LLC0$00.00%−4−100.0%Sold out
WestEnd Advisors, LLC0$00.00%–Sold out
Summit Wealth Group, LLC0$00.00%−131,506−100.0%Sold out
Parsec Financial Management, Inc.––––Not filed
Ibex Wealth Advisors––––Not filed
Kula Investments, LLC––––Not filed
Pathway Financial Advisers, LLC––––Not filed
Investment Management of Virginia LLC––––Not filed
Old Port Advisors––––Not filed
Householder Group Estate & Retirement Specialist, LLC––––Not filed
Ahrens Investment Partners LLC––––Not filed
Baldrige Asset Management LLC––––Not filed