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 |
|---|---|---|---|---|---|
| Ascent Wealth Partners, LLC | 1,006 | $447.0K | 0.08% | +160+18.9% | Added |
| Evergreen Capital Management LLC | 1,010 | $448.7K | 0.02% | +267+35.9% | Added |
| PBMares Wealth Management LLC | 1,015 | $450.8K | 0.16% | −86−7.8% | Reduced |
| Hengehold Capital Management LLC | 1,016 | $451.2K | 0.06% | +1+0.1% | Added |
| Park National Corp | 1,027 | $456.3K | 0.02% | +7+0.7% | Added |
| Burke & Herbert Bank & Trust Co | 1,040 | $462.1K | 0.31% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,044 | $463.8K | 0.02% | +1,044 | New |
| Wealthcare Advisory Partners LLC | 1,046 | $464.9K | 0.02% | +20+1.9% | Added |
| Virtue Capital Management, LLC | 1,051 | $465.6K | 0.08% | +407+63.2% | Added |
| Alpha Omega Wealth Management LLC | 1,049 | $466.1K | 0.08% | −88−7.7% | Reduced |
| Texas Yale Capital Corp. | 1,050 | $466.5K | 0.02% | −1,997−65.5% | Reduced |
| Campion Asset Management LLC | 1,050 | $466.5K | 0.42% | 00.0% | Unchanged |
| Geller Advisors LLC | 1,050 | $466.5K | 0.06% | +109+11.6% | Added |
| Capital Financial Planning, LLC | 1,051 | $466.8K | 0.17% | +8+0.8% | Added |
| Weinberger Asset Management, Inc | 1,055 | $468.6K | 0.26% | +8+0.8% | Added |
| Fukoku Mutual Life Insurance Co | 1,063 | $472.3K | 0.04% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1,067 | $474.1K | 0.04% | −412−27.9% | Reduced |
| Ellevest, Inc. | 1,067 | $474.1K | 0.04% | −1−0.1% | Reduced |
| Echo Street Capital Management LLC | 1,070 | $475.4K | 0.00% | −606−36.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,076 | $477.9K | 0.05% | +108+11.2% | Added |
| Samalin Investment Counsel, LLC | 1,077 | $478.5K | 0.26% | +359+50.0% | Added |
| Concord Wealth Partners | 1,080 | $479.6K | 0.10% | +201+22.9% | Added |
| Prospera Financial Services Inc | 1,077 | $480.3K | 0.02% | −193−15.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,086 | $482.5K | 0.08% | −301−21.7% | Reduced |
| Citizens Financial Group Inc | 1,089 | $484.0K | 0.02% | −245−18.4% | Reduced |
| Prestige Wealth Management Group LLC | 1,092 | $485.2K | 0.12% | −694−38.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,096 | $487.0K | 0.06% | −19−1.7% | Reduced |
| Gladstone Institutional Advisory LLC | 1,097 | $487.2K | 0.03% | +150+15.8% | Added |
| JB Capital LLC | 1,099 | $488.4K | 0.04% | 00.0% | Unchanged |
| Farmers Trust Co | 1,100 | $488.7K | 0.10% | −26−2.3% | Reduced |
| Dodge & Cox | 1,100 | $488.7K | 0.00% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 1,115 | $495.4K | 0.17% | +2+0.2% | Added |
| KFG Wealth Management, LLC | 1,124 | $499.4K | 0.29% | −90−7.4% | Reduced |
| NVWM, LLC | 1,124 | $499.4K | 0.16% | −1,530−57.6% | Reduced |
| Country Club Bank | 1,137 | $500.4K | 0.04% | −5−0.4% | Reduced |
| Cardiff Park Advisors, LLC | 1,128 | $501.2K | 0.06% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,129 | $501.6K | 0.02% | +1,047+1,276.8% | Added |
| Capital Investment Advisors, LLC | 1,138 | $505.5K | 0.02% | +273+31.6% | Added |
| Lingohr & Partner Asset Management GmbH | 1,139 | $506.0K | 1.29% | 00.0% | Unchanged |
| JT Stratford LLC | 1,141 | $506.9K | 0.14% | +248+27.8% | Added |
| Cozad Asset Management Inc | 1,147 | $509.7K | 0.06% | −1,069−48.2% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 1,148 | $510.0K | 0.59% | −169−12.8% | Reduced |
| Holderness Investments Co | 1,150 | $511.1K | 0.19% | +162+16.4% | Added |
| Prime Capital Investment Advisors, LLC | 1,153 | $512.1K | 0.01% | +119+11.5% | Added |
| Laidlaw Wealth Management LLC | 1,161 | $516.0K | 0.10% | +111+10.6% | Added |
| Cloverfields Capital Group, LP | 1,168 | $518.9K | 0.17% | +420+56.1% | Added |
| Dean Investment Associates, LLC | 1,176 | $522.5K | 0.09% | −60−4.9% | Reduced |
| Massmutual Trust Co FSB | 1,186 | $526.9K | 0.02% | −970−45.0% | Reduced |
| Stiles Financial Services Inc | 1,187 | $527.2K | 0.26% | −12−1.0% | Reduced |
| Glenview Trust Co | 1,192 | $529.6K | 0.01% | +30+2.6% | Added |
| WMS Partners, LLC | 1,192 | $529.7K | 0.04% | +728+156.9% | Added |
| Column Capital Advisors, LLC | 1,192 | $529.9K | 0.07% | −203−14.6% | Reduced |
| First Western Trust Bank | 1,196 | $531.4K | 0.03% | −4−0.3% | Reduced |
| Fundamentun, LLC | 1,199 | $532.9K | 0.08% | +186+18.4% | Added |
| First National Bank of Hutchinson | 1,200 | $533.1K | 0.39% | +1+0.1% | Added |
| Meridian Wealth Management, LLC | 1,203 | $534.5K | 0.05% | +361+42.9% | Added |
| JGP Global Gestao de Recursos Ltda. | 1,206 | $535.8K | 0.38% | −1,677−58.2% | Reduced |
| Signet Financial Management, LLC | 1,217 | $540.5K | 0.09% | −31−2.5% | Reduced |
| Wedmont Private Capital | 1,237 | $542.7K | 0.06% | +13+1.1% | Added |
| Bedel Financial Consulting, Inc. | 1,227 | $545.1K | 0.11% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,229 | $546.0K | 0.00% | −26−2.1% | Reduced |
| Accredited Investors Inc. | 1,232 | $547.4K | 0.04% | 00.0% | Unchanged |
| Mirova | 1,240 | $550.9K | 0.10% | −1,345−52.0% | Reduced |
| Fulton Bank, N.A. | 1,249 | $554.9K | 0.03% | −113−8.3% | Reduced |
| Vestor Capital, LLC | 1,254 | $557.0K | 0.06% | −22,972−94.8% | Reduced |
| DRW Securities, LLC | 1,256 | $558.0K | 0.04% | +190+17.8% | Added |
| Tilt Investment Management Holdings, PBC | 1,264 | $561.6K | 0.37% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 1,268 | $563.4K | 0.23% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,278 | $567.8K | 0.02% | −140−9.9% | Reduced |
| Aspire Private Capital, LLC | 1,280 | $568.6K | 0.18% | +52+4.2% | Added |
| Pettinga Financial Advisors, LLC | 1,281 | $569.3K | 0.17% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 1,284 | $570.5K | 0.03% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,296 | $576.0K | 0.29% | −279−17.7% | Reduced |
| Shufro Rose & Co LLC | 1,300 | $577.6K | 0.05% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,310 | $581.9K | 0.12% | +7+0.5% | Added |
| Brookstone Capital Management | 1,360 | $584.2K | 0.01% | −39−2.8% | Reduced |
| Naviter Wealth, LLC | 1,318 | $585.6K | 0.15% | +139+11.8% | Added |
| Douglass Winthrop Advisors, LLC | 1,325 | $588.7K | 0.01% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 1,332 | $592.0K | 0.13% | +47+3.7% | Added |
| Exchange Traded Concepts, LLC | 1,334 | $592.7K | 0.01% | −1,121−45.7% | Reduced |
| Bessemer Securities LLC | 1,337 | $594.0K | 0.39% | −125−8.5% | Reduced |
| Quent Capital, LLC | 1,338 | $594.4K | 0.09% | −31−2.3% | Reduced |
| Northeast Investment Management | 1,340 | $595.3K | 0.03% | −3−0.2% | Reduced |
| Harbour Investments, Inc. | 1,343 | $596.7K | 0.03% | +172+14.7% | Added |
| Wealth Management Associates, Inc. | 1,344 | $597.2K | 0.34% | −16−1.2% | Reduced |
| Northwest Bancshares, Inc. | 1,350 | $599.8K | 0.11% | −142−9.5% | Reduced |
| Joel Isaacson & Co., LLC | 1,355 | $602.0K | 0.04% | +715+111.7% | Added |
| Apella Capital, LLC | 1,356 | $602.5K | 0.04% | +1,356 | New |
| Versor Investments LP | 1,366 | $606.9K | 0.11% | −1,134−45.4% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,365 | $607.0K | 0.32% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 1,369 | $608.2K | 0.00% | +380+38.4% | Added |
| Humankind Investments LLC | 1,375 | $610.9K | 0.24% | +496+56.4% | Added |
| Fidelis Capital Partners, LLC | 1,378 | $612.2K | 0.22% | +111+8.8% | Added |
| United Community Bank | 1,395 | $619.8K | 0.54% | +280+25.1% | Added |
| Keystone Financial Group | 1,404 | $623.7K | 0.11% | +1,404 | New |
| Wealth Alliance | 1,410 | $626.5K | 0.09% | +13+0.9% | Added |
| Baker Tilly Wealth Management, LLC | 1,415 | $628.7K | 0.07% | −327−18.8% | Reduced |
| Nebula Research & Development LLC | 1,417 | $629.6K | 0.48% | +1,417 | New |
| Baader Bank INC | 1,427 | $630.3K | 0.05% | +37+2.7% | Added |
| Kapstone Financial Advisors LLC | 1,366 | $639.5K | 0.53% | +252+22.6% | Added |