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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 753 | $334.6K | 0.01% | −7−0.9% | Reduced |
| Oxford Financial Group Ltd | 755 | $335.4K | 0.03% | +755 | New |
| Altfest L J & Co Inc | 757 | $336.0K | 0.05% | +1+0.1% | Added |
| Fort Point Capital Partners LLC | 757 | $336.3K | 0.05% | +18+2.4% | Added |
| Capital Management Corp | 760 | $337.7K | 0.07% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 763 | $339.0K | 0.08% | +290+61.3% | Added |
| Ridgecrest Wealth Partners, LLC | 765 | $339.9K | 0.22% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 775 | $344.0K | 0.01% | −66−7.8% | Reduced |
| Tandem Investment Advisors, Inc. | 774 | $344.0K | 0.02% | −10−1.3% | Reduced |
| Oxbow Advisors, LLC | 775 | $344.3K | 0.05% | −69−8.2% | Reduced |
| State of Wyoming | 776 | $344.8K | 0.10% | +329+73.6% | Added |
| Jackson Creek Investment Advisors LLC | 778 | $346.0K | 0.14% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 780 | $346.5K | 0.06% | +50+6.8% | Added |
| Gryphon Financial Partners LLC | 780 | $346.6K | 0.08% | −131−14.4% | Reduced |
| Cohen & Steers, Inc. | 784 | $348.0K | 0.00% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 785 | $348.8K | 0.07% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 786 | $349.0K | 0.22% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 788 | $350.1K | 0.10% | −164−17.2% | Reduced |
| Manchester Capital Management LLC | 788 | $350.1K | 0.05% | −5−0.6% | Reduced |
| Waddell & Associates, LLC | 789 | $350.5K | 0.05% | −4−0.5% | Reduced |
| Five Oceans Advisors | 790 | $351.0K | 0.23% | +96+13.8% | Added |
| Astoria Portfolio Advisors LLC. | 842 | $351.8K | 0.14% | +114+15.7% | Added |
| Valley National Advisers Inc | 793 | $354.0K | 0.06% | −10−1.2% | Reduced |
| Larson Financial Group LLC | 798 | $354.5K | 0.04% | −226−22.1% | Reduced |
| Evercore Wealth Management, LLC | 799 | $355.0K | 0.01% | −6−0.7% | Reduced |
| Kovack Advisors, Inc. | 799 | $355.1K | 0.05% | +278+53.4% | Added |
| Meyer Handelman Co | 800 | $355.4K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 801 | $355.7K | 0.05% | +98+13.9% | Added |
| Lountzis Asset Management, LLC | 755 | $356.0K | 0.20% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 802 | $356.3K | 0.05% | −207−20.5% | Reduced |
| Atlas Wealth LLC | 810 | $359.4K | 0.07% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 810 | $360.0K | 0.04% | −234−22.4% | Reduced |
| Dover Advisors, LLC | 815 | $362.1K | 0.32% | −50−5.8% | Reduced |
| HM Payson & Co | 816 | $362.5K | 0.01% | −63−7.2% | Reduced |
| Atlantic Trust, LLC | 792 | $364.2K | 0.12% | 00.0% | Unchanged |
| Michael S. Ryan, Inc. | 824 | $366.3K | 0.34% | +824 | New |
| M Holdings Securities, Inc. | 825 | $367.0K | 0.08% | −2,341−73.9% | Reduced |
| Jefferies Financial Group Inc. | 828 | $367.9K | 0.01% | −2,097−71.7% | Reduced |
| Royal Fund Management, LLC | 830 | $368.9K | 0.05% | −15−1.8% | Reduced |
| Quantamental Technologies LLC | 836 | $371.4K | 0.15% | −686−45.1% | Reduced |
| Legacy Capital Group California, Inc. | 839 | $372.8K | 0.15% | +25+3.1% | Added |
| Legacy Advisors, LLC | 841 | $373.6K | 0.06% | +34+4.2% | Added |
| Fortem Financial Group, LLC | 844 | $375.0K | 0.22% | +844 | New |
| Keel Point, LLC | 846 | $375.9K | 0.05% | +30+3.7% | Added |
| Trilogy Capital Inc. | 790 | $376.0K | 0.02% | +37+4.9% | Added |
| Kolinsky Wealth Management, LLC | 857 | $377.2K | 0.36% | +70+8.9% | Added |
| Verity Asset Management, Inc. | 852 | $378.5K | 0.28% | −74−8.0% | Reduced |
| Harbor Group, Inc. | 852 | $378.5K | 0.21% | 00.0% | Unchanged |
| First Affirmative Financial Network | 855 | $380.0K | 0.38% | −157−15.5% | Reduced |
| First County Bank | 858 | $381.2K | 0.19% | −54−5.9% | Reduced |
| Arista Wealth Management, LLC | 858 | $381.2K | 0.16% | 00.0% | Unchanged |
| Aspiriant, LLC | 859 | $381.6K | 0.02% | −197−18.7% | Reduced |
| Insigneo Advisory Services, LLC | 860 | $382.1K | 0.07% | +351+69.0% | Added |
| Dakota Wealth Management | 861 | $382.5K | 0.02% | −6−0.7% | Reduced |
| SevenBridge Financial Group, LLC | 861 | $382.6K | 0.10% | +50+6.2% | Added |
| Allworth Financial LP | 874 | $388.2K | 0.00% | +90+11.5% | Added |
| Whalerock Point Partners, LLC | 877 | $389.6K | 0.13% | +32+3.8% | Added |
| Monument Capital Management | 879 | $390.5K | 0.12% | +13+1.5% | Added |
| Mission Creek Capital Partners, Inc. | 881 | $391.5K | 0.13% | −43−4.7% | Reduced |
| Patton Albertson Miller Group, LLC | 883 | $392.3K | 0.08% | −75−7.8% | Reduced |
| Financial Enhancement Group LLC | 834 | $393.4K | 0.07% | 00.0% | Unchanged |
| First Light Asset Management, LLC | 886 | $393.6K | 0.03% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 888 | $394.5K | 0.17% | +4+0.5% | Added |
| CWM Advisors, LLC | 890 | $395.4K | 0.05% | +76+9.3% | Added |
| Hilltop Partners LLC | 891 | $395.9K | 0.16% | +7+0.8% | Added |
| HFG Advisors, Inc. | 896 | $398.1K | 0.42% | +2+0.2% | Added |
| Financial Advisory Group | 899 | $399.4K | 0.08% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 900 | $399.9K | 0.02% | +49+5.8% | Added |
| Horan Securities, Inc. | 901 | $400.3K | 0.17% | 00.0% | Unchanged |
| American Trust | 907 | $403.0K | 0.03% | −40−4.2% | Reduced |
| HBK Investments L P | 907 | $403.0K | 0.01% | +316+53.5% | Added |
| AXS Investments LLC | 915 | $406.5K | 0.11% | −37−3.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 916 | $407.0K | 0.22% | 00.0% | Unchanged |
| Allstate Corp | 919 | $408.3K | 0.03% | −17−1.8% | Reduced |
| Latitude Advisors, LLC | 922 | $409.8K | 0.28% | +28+3.1% | Added |
| Sendero Wealth Management, LLC | 923 | $410.1K | 0.09% | +57+6.6% | Added |
| Colonial Trust Co | 925 | $411.0K | 0.10% | +5+0.5% | Added |
| Cornerstone Wealth Group, LLC | 925 | $411.0K | 0.07% | −5,004−84.4% | Reduced |
| MQS Management LLC | 927 | $411.9K | 0.28% | +217+30.6% | Added |
| First Financial Bank - Trust Division | 931 | $413.6K | 0.04% | −9−1.0% | Reduced |
| GSB Wealth Management, LLC | 933 | $414.7K | 0.13% | +1+0.1% | Added |
| Everett Harris & Co | 938 | $416.7K | 0.01% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 941 | $418.1K | 0.18% | −562−37.4% | Reduced |
| Compton Wealth Advisory Group, LLC | 954 | $423.9K | 0.14% | −116−10.8% | Reduced |
| Spire Wealth Management | 957 | $425.4K | 0.02% | −15,376−94.1% | Reduced |
| SRB Corp | 960 | $426.5K | 0.03% | +214+28.7% | Added |
| Bell Investment Advisors, Inc | 962 | $427.3K | 0.09% | +8+0.8% | Added |
| Prelude Capital Management, LLC | 975 | $433.2K | 0.04% | +282+40.7% | Added |
| Cross Staff Investments Inc | 976 | $433.6K | 0.40% | 00.0% | Unchanged |
| First National Bank of South Miami | 977 | $434.1K | 0.35% | +2+0.2% | Added |
| Arlington Partners LLC | 978 | $434.5K | 0.07% | +21+2.2% | Added |
| Inceptionr LLC | 979 | $435.0K | 0.23% | −151−13.4% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 985 | $437.6K | 0.02% | −2−0.2% | Reduced |
| Brown Brothers Harriman & Co | 988 | $439.0K | 0.00% | +51+5.4% | Added |
| Basepoint Wealth LLC | 992 | $440.6K | 0.36% | −46−4.4% | Reduced |
| Capital Investment Advisory Services, LLC | 992 | $440.7K | 0.04% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 993 | $441.2K | 0.03% | −69−6.5% | Reduced |
| Sage Mountain Advisors LLC | 995 | $442.1K | 0.06% | +35+3.6% | Added |
| Ascent Group, LLC | 956 | $442.3K | 0.05% | −210−18.0% | Reduced |
| Gsa Capital Partners LLP | 1,001 | $445.0K | 0.04% | +65+6.9% | Added |