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 |
|---|---|---|---|---|---|
| Bank of New Hampshire | 70 | $31.1K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 70 | $31.1K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 70 | $31.1K | 0.03% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 74 | $33.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75 | $33.3K | 0.00% | −28−27.2% | Reduced |
| General Partner, Inc. | 75 | $33.3K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 79 | $35.1K | 0.00% | +22+38.6% | Added |
| JFS Wealth Advisors, LLC | 80 | $35.5K | 0.00% | −7−8.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 84 | $37.3K | 0.00% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 87 | $39.0K | 0.02% | −45,763−99.8% | Reduced |
| Tyler-Stone Wealth Management | 88 | $39.0K | 0.02% | +88 | New |
| Piscataqua Savings Bank | 88 | $39.1K | 0.03% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 89 | $39.7K | 0.01% | +89 | New |
| Sutton Wealth Advisors Inc. | 92 | $40.9K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 97 | $43.0K | 0.01% | −35−26.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 99 | $43.8K | 0.02% | +52+110.6% | Added |
| First Financial Corp | 99 | $44.0K | 0.03% | −7−6.6% | Reduced |
| Arcadia Investment Management Corp | 100 | $44.4K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 103 | $45.8K | 0.02% | +5+5.1% | Added |
| Abound Wealth Management | 103 | $45.8K | 0.02% | +12+13.2% | Added |
| Northwest Investment Counselors, LLC | 105 | $46.6K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 106 | $47.0K | 0.01% | −20−15.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 109 | $48.4K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 110 | $48.9K | 0.00% | 00.0% | Unchanged |
| Motco | 110 | $48.9K | 0.00% | +25+29.4% | Added |
| M&R Capital Management Inc | 115 | $51.1K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 121 | $53.0K | 0.02% | −21−14.8% | Reduced |
| Mascoma Wealth Management LLC | 115 | $53.2K | 0.02% | 00.0% | Unchanged |
| City State Bank | 122 | $54.0K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 122 | $54.2K | 0.05% | −59−32.6% | Reduced |
| West Tower Group, LLC | 123 | $54.6K | 0.04% | +123 | New |
| Islay Capital Management, LLC | 127 | $56.4K | 0.05% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 129 | $57.3K | 0.00% | +19+17.3% | Added |
| Key Financial Inc | 130 | $57.8K | 0.02% | +24+22.6% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 134 | $59.0K | 0.03% | −1,340−90.9% | Reduced |
| Cedar Wealth Management, LLC | 140 | $62.2K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 141 | $63.0K | 0.05% | 00.0% | Unchanged |
| Core Alternative Capital | 146 | $64.9K | 0.01% | −169−53.7% | Reduced |
| ICA Group Wealth Management, LLC | 148 | $65.8K | 0.02% | +142+2,366.7% | Added |
| Coston, McIsaac & Partners | 150 | $66.0K | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 149 | $66.2K | 0.00% | +73+96.1% | Added |
| Rosenberg Matthew Hamilton | 150 | $66.6K | 0.02% | −19−11.2% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 150 | $66.6K | 0.04% | −1−0.7% | Reduced |
| Optimum Investment Advisors | 150 | $66.6K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 150 | $66.6K | 0.04% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 150 | $67.0K | 0.03% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 151 | $67.1K | 0.03% | −12−7.4% | Reduced |
| IAG Wealth Partners, LLC | 154 | $68.4K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 164 | $72.9K | 0.03% | 00.0% | Unchanged |
| Central Bank & Trust Co | 168 | $74.6K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 172 | $76.5K | 0.04% | −3−1.7% | Reduced |
| Baker Avenue Asset Management, LP | 175 | $77.8K | 0.00% | −80−31.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 180 | $80.0K | 0.07% | −26−12.6% | Reduced |
| First Command Bank | 180 | $80.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 180 | $80.0K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 182 | $80.9K | 0.02% | −1−0.5% | Reduced |
| Cambridge Trust Co | 184 | $81.7K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 192 | $85.4K | 0.02% | +35+22.3% | Added |
| Vigilant Capital Management, LLC | 195 | $86.0K | 0.01% | +100+105.3% | Added |
| Thompson Siegel & Walmsley LLC | 196 | $87.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 199 | $88.4K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 201 | $89.0K | 0.02% | −228−53.1% | Reduced |
| Tradition Wealth Management, LLC | 201 | $89.0K | 0.01% | +10+5.2% | Added |
| Ritter Daniher Financial Advisory LLC | 202 | $89.7K | 0.04% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 205 | $91.0K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 211 | $94.0K | 0.01% | +200+1,818.2% | Added |
| Jones Financial Companies LLLP | 216 | $96.0K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 218 | $96.9K | 0.04% | +218 | New |
| Coastal Capital Group, Inc. | 227 | $101.0K | 0.02% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 232 | $103.1K | 0.03% | 00.0% | Unchanged |
| Investors Research Corp | 235 | $104.4K | 0.03% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 244 | $108.4K | 0.02% | +244 | New |
| West Oak Capital, LLC | 250 | $111.1K | 0.05% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 255 | $113.0K | 0.02% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 256 | $114.1K | 0.07% | +256 | New |
| Silvant Capital Management LLC | 257 | $114.2K | 0.01% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 258 | $114.8K | 0.06% | +258 | New |
| AllSquare Wealth Management LLC | 260 | $114.8K | 0.07% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 271 | $120.4K | 0.05% | +73+36.9% | Added |
| Headlands Technologies LLC | 281 | $124.8K | 0.04% | +281 | New |
| West Paces Advisors Inc. | 291 | $129.3K | 0.04% | −45−13.4% | Reduced |
| Washington Trust Advisors, Inc. | 299 | $132.8K | 0.01% | +18+6.4% | Added |
| Monetary Management Group Inc | 300 | $133.3K | 0.04% | +50+20.0% | Added |
| Zions Bancorporation, N.A. | 306 | $136.0K | 0.01% | −280−47.8% | Reduced |
| Mechanics Financial Corp | 306 | $136.0K | 0.07% | 00.0% | Unchanged |
| Clear Street Markets LLC | 309 | $137.0K | 0.06% | −158−33.8% | Reduced |
| American National Bank | 317 | $140.8K | 0.02% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 327 | $145.3K | 0.09% | 00.0% | Unchanged |
| Private Ocean, LLC | 327 | $145.4K | 0.02% | +100+44.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 343 | $152.4K | 0.00% | +100+41.2% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 347 | $154.2K | 0.01% | −2,666−88.5% | Reduced |
| Center for Financial Planning, Inc. | 349 | $155.1K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 352 | $156.4K | 0.02% | +90+34.4% | Added |
| Allianz Asset Management GmbH | 352,433 | $156.6K | 0.00% | −197,330−35.9% | Reduced |
| MV Capital Management, Inc. | 360 | $159.9K | 0.02% | −4−1.1% | Reduced |
| Spotlight Asset Group, Inc. | 361 | $160.4K | 0.14% | +361 | New |
| Farther Finance Advisors, LLC | 361 | $160.4K | 0.04% | −10−2.7% | Reduced |
| JJJ Advisors Inc. | 363 | $161.3K | 0.04% | +86+31.0% | Added |
| Byrne Asset Management LLC | 365 | $162.0K | 0.11% | −5−1.4% | Reduced |
| Delta Asset Management LLC | 370 | $164.4K | 0.02% | 00.0% | Unchanged |