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 |
|---|---|---|---|---|---|
| Evolution Advisers, Inc. | 380 | $168.0K | 0.12% | +227+148.4% | Added |
| Jackson Square Partners, LLC | 380 | $168.8K | 0.00% | −354−48.2% | Reduced |
| Hartford Financial Management Inc. | 380 | $168.8K | 0.04% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 385 | $170.9K | 0.06% | −121−23.9% | Reduced |
| Archer Investment Corp | 386 | $171.4K | 0.06% | −29−7.0% | Reduced |
| Avalon Trust Co | 400 | $177.7K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 407 | $181.0K | 0.14% | −20−4.7% | Reduced |
| Washington Trust Co | 417 | $185.3K | 0.01% | +3+0.7% | Added |
| Parkside Financial Bank & Trust | 419 | $186.2K | 0.04% | +13+3.2% | Added |
| Colonial Trust Advisors | 431 | $191.5K | 0.02% | −1−0.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 435 | $193.0K | 0.01% | −202−31.7% | Reduced |
| CVA Family Office, LLC | 446 | $198.2K | 0.04% | −73−14.1% | Reduced |
| Sage Rhino Capital LLC | 452 | $200.8K | 0.06% | −3−0.7% | Reduced |
| Trust Investment Advisors | 452 | $200.8K | 0.16% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 431 | $201.7K | 0.02% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 456 | $202.6K | 0.09% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 458 | $203.5K | 0.02% | +458 | New |
| Scarborough Advisors, LLC | 459 | $203.9K | 0.05% | +459 | New |
| Invesco, LLC | 459 | $203.9K | 0.10% | +459 | New |
| Forum Private Client Group LLC | 462 | $205.3K | 0.12% | −1−0.2% | Reduced |
| Evoke Wealth, LLC | 462 | $205.4K | 0.01% | +462 | New |
| Phillips Financial Management, LLC | 463 | $205.7K | 0.02% | +9+2.0% | Added |
| Boston Financial Mangement LLC | 463 | $205.7K | 0.01% | +463 | New |
| BCJ Capital Management, LLC | 465 | $206.6K | 0.02% | −14−2.9% | Reduced |
| Carret Asset Management, LLC | 470 | $208.8K | 0.03% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 471 | $209.4K | 0.06% | −16−3.3% | Reduced |
| Legacy Financial Advisors, Inc. | 473 | $210.1K | 0.04% | −250−34.6% | Reduced |
| TCI Wealth Advisors, Inc. | 473 | $210.2K | 0.03% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 479 | $212.7K | 0.02% | −4−0.8% | Reduced |
| First Manhattan Co | 483 | $214.6K | 0.00% | −9−1.8% | Reduced |
| Carr Financial Group Corp | 485 | $215.5K | 0.09% | −110−18.5% | Reduced |
| Orgel Wealth Management, LLC | 485 | $215.5K | 0.01% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 485 | $215.5K | 0.05% | +485 | New |
| Meridian Investment Counsel Inc. | 486 | $215.9K | 0.08% | 00.0% | Unchanged |
| Riverwater Partners LLC | 486 | $215.9K | 0.19% | +8+1.7% | Added |
| Formidable Asset Management, LLC | 487 | $216.0K | 0.05% | +1+0.2% | Added |
| Montz Harcus Wealth Management LLC | 486 | $216.0K | 0.18% | +486 | New |
| Hilltop Holdings Inc. | 487 | $216.4K | 0.03% | +7+1.5% | Added |
| Regatta Capital Group, LLC | 490 | $217.7K | 0.07% | +490 | New |
| Walleye Trading LLC | 494 | $219.5K | 0.01% | −2,342−82.6% | Reduced |
| Heritage Financial Services, LLC | 498 | $221.3K | 0.04% | +56+12.7% | Added |
| Wintrust Investments LLC | 500 | $222.0K | 0.02% | −8−1.6% | Reduced |
| Octavia Wealth Advisors, LLC | 500 | $222.1K | 0.05% | −73−12.7% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 500 | $222.1K | 0.04% | +500 | New |
| CTC Alternative Strategies, Ltd. | 500 | $222.1K | 0.28% | +500 | New |
| Harbour Capital Advisors, LLC | 500 | $222.2K | 0.07% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 501 | $222.6K | 0.00% | −3,674−88.0% | Reduced |
| Baldwin Investment Management, LLC | 503 | $223.5K | 0.04% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 504 | $224.0K | 0.03% | +35+7.5% | Added |
| Kozak & Associates, Inc. | 506 | $224.8K | 0.09% | +1+0.2% | Added |
| North Star Investment Management Corp. | 511 | $227.0K | 0.02% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 513 | $228.0K | 0.03% | −30−5.5% | Reduced |
| Old North State Trust, LLC | 513 | $228.0K | 0.17% | 00.0% | Unchanged |
| Nwam LLC | 516 | $229.7K | 0.02% | +24+4.9% | Added |
| Grove Bank & Trust | 517 | $229.7K | 0.05% | +14+2.8% | Added |
| Koss-Olinger Consulting, LLC | 521 | $231.0K | 0.03% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 522 | $232.0K | 0.03% | +522 | New |
| Addison Capital Co | 522 | $232.0K | 0.17% | +62+13.5% | Added |
| FSM Wealth Advisors, LLC | 534 | $232.2K | 0.12% | −104−16.3% | Reduced |
| Summit Place Financial Advisors, LLC | 525 | $233.3K | 0.15% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 525 | $233.3K | 0.00% | +25+5.0% | Added |
| Fifth Third Wealth Advisors LLC | 526 | $233.7K | 0.15% | +526 | New |
| Avidian Wealth Solutions, LLC | 528 | $234.8K | 0.02% | +82+18.4% | Added |
| Renaissance Group LLC | 529 | $235.0K | 0.01% | +51+10.7% | Added |
| StrategIQ Financial Group, LLC | 532 | $236.4K | 0.03% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 539 | $239.4K | 0.03% | +58+12.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 540 | $239.9K | 0.02% | 00.0% | Unchanged |
| Strategic Wealth Designers | 541 | $240.2K | 0.04% | +541 | New |
| Annex Advisory Services, LLC | 541 | $240.4K | 0.01% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 541 | $240.4K | 0.08% | +4+0.7% | Added |
| Bridgeworth, LLC | 542 | $241.0K | 0.03% | +2+0.4% | Added |
| Founders Financial Alliance, LLC | 543 | $241.1K | 0.09% | +543 | New |
| Edge Capital Group, LLC | 543 | $241.2K | 0.01% | +467+614.5% | Added |
| Addison Advisors LLC | 543 | $241.3K | 0.12% | −22−3.9% | Reduced |
| SageView Advisory Group, LLC | 541 | $241.8K | 0.01% | −109−16.8% | Reduced |
| Proficio Capital Partners LLC | 546 | $242.4K | 0.03% | +39+7.7% | Added |
| Ameritas Advisory Services, LLC | 569 | $244.4K | 0.03% | −1,128−66.5% | Reduced |
| E&G Advisors, LP | 550 | $244.4K | 0.09% | 00.0% | Unchanged |
| DFPG Investments, LLC | 529 | $245.0K | 0.02% | +16+3.1% | Added |
| LJI Wealth Management, LLC | 557 | $247.5K | 0.07% | 00.0% | Unchanged |
| Watershed Asset Management, L.L.C. | 558 | $247.9K | 0.31% | −11−1.9% | Reduced |
| Drive Wealth Management, LLC | 558 | $248.0K | 0.09% | −107−16.1% | Reduced |
| Vantage Consulting Group Inc | 559 | $248.4K | 0.14% | −40−6.7% | Reduced |
| Syntax Advisors, LLC | 559 | $248.4K | 0.20% | −40−6.7% | Reduced |
| Gilbert & Cook, Inc. | 559 | $248.4K | 0.04% | +559 | New |
| McElhenny Sheffield Capital Management, LLC | 560 | $248.8K | 0.11% | 00.0% | Unchanged |
| Wealthquest Corp | 560 | $248.8K | 0.03% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 560 | $249.0K | 0.01% | +560 | New |
| Osborne Partners Capital Management, LLC | 561 | $249.2K | 0.02% | 00.0% | Unchanged |
| Alpha Family Trust | 565 | $251.0K | 0.18% | +125+28.4% | Added |
| Deseret Mutual Benefit Administrators | 566 | $251.5K | 0.10% | 00.0% | Unchanged |
| Insight Folios Inc | 566 | $251.5K | 0.11% | +566 | New |
| Seven Eight Capital, LP | 568 | $252.4K | 0.04% | −2,858−83.4% | Reduced |
| Caldwell Trust Co | 569 | $252.8K | 0.03% | 00.0% | Unchanged |
| First Bank & Trust | 571 | $253.7K | 0.06% | −66−10.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 572 | $254.1K | 0.03% | −90−13.6% | Reduced |
| Berkshire Asset Management LLC | 573 | $254.6K | 0.02% | −29−4.8% | Reduced |
| Provence Wealth Management Group | 574 | $255.0K | 0.15% | −49−7.9% | Reduced |
| Old Mission Investment Co LLC | 575 | $255.5K | 0.09% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 576 | $255.8K | 0.11% | +57+11.0% | Added |