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 |
|---|---|---|---|---|---|
| BSW Wealth Partners | 576 | $255.9K | 0.05% | −11−1.9% | Reduced |
| Quantum Financial Advisors, LLC | 579 | $257.2K | 0.08% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 580 | $257.7K | 0.03% | −53−8.4% | Reduced |
| Courier Capital LLC | 580 | $257.7K | 0.02% | 00.0% | Unchanged |
| Spinnaker Trust | 580 | $257.7K | 0.02% | 00.0% | Unchanged |
| Weil Company, Inc. | 580 | $257.7K | 0.11% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 583 | $259.0K | 0.03% | −50−7.9% | Reduced |
| Arete Wealth Advisors, LLC | 586 | $260.0K | 0.02% | −147−20.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 586 | $260.4K | 0.02% | −62−9.6% | Reduced |
| Fairhaven Wealth Management, LLC | 586 | $260.4K | 0.10% | +586 | New |
| AdvisorNet Financial, Inc | 588 | $261.2K | 0.02% | −7−1.2% | Reduced |
| Catalyst Financial Partners LLC | 589 | $261.7K | 0.09% | +50+9.3% | Added |
| Creative Financial Designs Inc | 591 | $262.4K | 0.03% | +1+0.2% | Added |
| Fisher Asset Management, LLC | 592 | $263.4K | 0.00% | +529+839.7% | Added |
| First National Bank | 593 | $263.5K | 0.22% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 595 | $264.0K | 0.02% | −63−9.6% | Reduced |
| Morris Retirement Advisors, LLC | 595 | $264.4K | 0.18% | −13−2.1% | Reduced |
| Claro Advisors LLC | 595 | $264.4K | 0.07% | +120+25.3% | Added |
| New England Capital Financial Advisors LLC | 595 | $264.4K | 0.17% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 596 | $264.8K | 0.03% | −177−22.9% | Reduced |
| Alta Advisers Ltd | 600 | $266.6K | 0.15% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 605 | $268.8K | 0.19% | +86+16.6% | Added |
| Enterprise Financial Services Corp | 611 | $271.6K | 0.17% | +63+11.5% | Added |
| Ignite Planners, LLC | 633 | $271.8K | 0.10% | +140+28.4% | Added |
| Kellett Schaffner Wealth Advisors LLC | 613 | $272.4K | 0.25% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 613 | $272.4K | 0.00% | +125+25.6% | Added |
| Montag A & Associates Inc | 615 | $273.0K | 0.02% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 616 | $273.3K | 0.06% | +123+24.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 616 | $273.7K | 0.01% | −4,657−88.3% | Reduced |
| Truvestments Capital LLC | 618 | $274.7K | 0.14% | −30−4.6% | Reduced |
| Charter Trust Co | 620 | $275.5K | 0.02% | −355−36.4% | Reduced |
| Client 1st Advisory Group, LLC | 620 | $275.5K | 0.15% | −278−31.0% | Reduced |
| Family Firm, Inc. | 621 | $276.1K | 0.07% | +1+0.2% | Added |
| InterOcean Capital Group, LLC | 622 | $276.3K | 0.01% | −21−3.3% | Reduced |
| Washington Capital Management Inc | 625 | $277.7K | 0.24% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 627 | $278.6K | 0.05% | +155+32.8% | Added |
| Jacobi Capital Management LLC | 629 | $279.5K | 0.03% | 00.0% | Unchanged |
| Saranac Partners Ltd | 630 | $279.9K | 0.15% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 631 | $280.3K | 0.01% | −199−24.0% | Reduced |
| Arkadios Wealth Advisors | 631 | $280.5K | 0.03% | −188−23.0% | Reduced |
| Strategic Blueprint, LLC | 635 | $281.9K | 0.03% | −75−10.6% | Reduced |
| Stratos Wealth Advisors, LLC | 638 | $283.6K | 0.02% | −12−1.8% | Reduced |
| Woodstock Corp | 640 | $284.3K | 0.03% | −6−0.9% | Reduced |
| Impact Partnership Wealth, LLC | 640 | $284.4K | 0.10% | +640 | New |
| Diligent Investors, LLC | 640 | $284.5K | 0.08% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 645 | $286.6K | 0.15% | −382−37.2% | Reduced |
| Alliance Wealth Advisors, LLC | 645 | $286.6K | 0.20% | +124+23.8% | Added |
| IFP Advisors, Inc | 1,297 | $287.5K | 0.01% | −124−8.7% | Reduced |
| CSS LLC | 650 | $288.8K | 0.02% | −150−18.8% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 650 | $288.8K | 0.20% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 652 | $289.7K | 0.13% | +3+0.5% | Added |
| Affinity Investment Advisors, LLC | 654 | $290.6K | 0.17% | +2+0.3% | Added |
| Prosperity Financial Group, Inc. | 655 | $291.0K | 0.26% | +49+8.1% | Added |
| Raleigh Capital Management Inc. | 656 | $291.3K | 0.15% | +64+10.8% | Added |
| Change Path, LLC | 657 | $292.0K | 0.01% | −1,427−68.5% | Reduced |
| Ronald Blue Trust, Inc. | 643 | $295.0K | 0.00% | −1,471−69.6% | Reduced |
| Court Place Advisors, LLC | 667 | $296.3K | 0.10% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 669 | $297.2K | 0.06% | +132+24.6% | Added |
| PEAK6 Investments LLC | 671 | $298.0K | 0.03% | +669+33,450.0% | Added |
| First City Capital Management, Inc. | 672 | $298.6K | 0.18% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 674 | $299.5K | 0.27% | −32−4.5% | Reduced |
| Independent Financial Group, LLC | 674 | $299.5K | 0.02% | +2+0.3% | Added |
| First Horizon Advisors, Inc. | 677 | $300.8K | 0.01% | −11−1.6% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 679 | $301.7K | 0.24% | +4+0.6% | Added |
| Aldebaran Financial Inc. | 680 | $302.1K | 0.43% | +1+0.1% | Added |
| Tranquilli Financial Advisor LLC | 680 | $302.1K | 0.21% | +125+22.5% | Added |
| Smithfield Trust Co | 685 | $303.0K | 0.02% | −26−3.7% | Reduced |
| Reston Wealth Management LLC | 684 | $303.7K | 0.14% | +3+0.4% | Added |
| Mill Creek Capital Advisors, LLC | 684 | $303.9K | 0.01% | +155+29.3% | Added |
| Chicago Trust Co NA | 686 | $304.8K | 0.07% | +36+5.5% | Added |
| Summit Financial Group Inc | 688 | $305.7K | 0.12% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 693 | $308.0K | 0.03% | +7+1.0% | Added |
| Adams Wealth Management | 695 | $308.8K | 0.10% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 698 | $310.1K | 0.00% | +4+0.6% | Added |
| Brandywine Oak Private Wealth LLC | 699 | $310.6K | 0.03% | −2−0.3% | Reduced |
| Convergence Investment Partners, LLC | 700 | $311.0K | 0.18% | −41−5.5% | Reduced |
| Fosun International Ltd | 700 | $311.0K | 0.04% | 00.0% | Unchanged |
| Sandler Capital Management | 700 | $311.0K | 0.04% | +700 | New |
| Hongkou Capital LP | 700 | $311.0K | 0.98% | +700 | New |
| Owen LaRue, LLC | 700 | $311.1K | 0.33% | −384−35.4% | Reduced |
| Eqis Capital Management, Inc. | 702 | $312.1K | 0.04% | −535−43.2% | Reduced |
| Thrive Wealth Management, LLC | 703 | $312.2K | 0.08% | −58−7.6% | Reduced |
| Cypress Capital Group | 703 | $312.3K | 0.05% | +10+1.4% | Added |
| Sierra Capital LLC | 704 | $313.0K | 0.05% | 00.0% | Unchanged |
| Marotta Asset Management | 707 | $314.1K | 0.07% | +707 | New |
| Circle Wealth Management, LLC | 708 | $314.6K | 0.04% | −3−0.4% | Reduced |
| Canal Capital Management, LLC | 710 | $315.6K | 0.06% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 715 | $317.7K | 0.03% | −3−0.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 715 | $318.0K | 0.00% | +715 | New |
| Sonoma Private Wealth LLC | 718 | $319.0K | 0.56% | +718 | New |
| Avantax Planning Partners, Inc. | 723 | $321.2K | 0.01% | +30+4.3% | Added |
| Carson Advisory Inc. | 723 | $321.2K | 0.27% | +723 | New |
| Boothbay Fund Management, LLC | 726 | $322.6K | 0.01% | +726 | New |
| First National Trust Co | 727 | $323.0K | 0.01% | −15−2.0% | Reduced |
| East Coast Asset Management, LLC. | 730 | $324.3K | 0.15% | −55−7.0% | Reduced |
| Hamilton Capital, LLC | 740 | $328.8K | 0.02% | +164+28.5% | Added |
| Glassman Wealth Services | 748 | $332.3K | 0.05% | −34−4.3% | Reduced |
| Transcend Wealth Collective, LLC | 748 | $332.5K | 0.03% | −167−18.3% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 750 | $333.2K | 0.29% | +290+63.0% | Added |
| Venture Visionary Partners LLC | 752 | $334.5K | 0.02% | +19+2.6% | Added |