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 |
|---|---|---|---|---|---|
| Peachtree Investment Partners, LLC | 1,440 | $639.9K | 0.29% | −877−37.9% | Reduced |
| WESPAC Advisors SoCal, LLC | 1,443 | $641.2K | 0.22% | +35+2.5% | Added |
| Plancorp, LLC | 1,450 | $644.2K | 0.03% | +6+0.4% | Added |
| Stony Point Wealth Management Inc. | 1,455 | $646.5K | 0.32% | −10−0.7% | Reduced |
| Waterfront Wealth Inc. | 1,361 | $647.6K | 0.19% | +403+42.1% | Added |
| Northern Financial Advisors Inc | 1,458 | $647.8K | 0.57% | +20+1.4% | Added |
| City Holding Co | 1,460 | $648.6K | 0.11% | +210+16.8% | Added |
| Great Diamond Partners, LLC | 1,462 | $649.6K | 0.17% | −22−1.5% | Reduced |
| Shelton Capital Management | 1,471 | $653.6K | 0.02% | −5−0.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,475 | $655.3K | 0.12% | +777+111.3% | Added |
| Monarch Capital Management Inc | 1,476 | $655.8K | 0.20% | 00.0% | Unchanged |
| Proequities, Inc. | 1,476 | $655.9K | 0.05% | +54+3.8% | Added |
| Windsor Group LTD | 1,477 | $656.0K | 0.12% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 1,489 | $656.4K | 0.01% | −7,141−82.7% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,479 | $657.1K | 0.28% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 1,486 | $660.2K | 0.13% | +720+94.0% | Added |
| Wesbanco Bank Inc | 1,489 | $661.0K | 0.03% | −8−0.5% | Reduced |
| Graypoint LLC | 1,491 | $662.3K | 0.07% | −124−7.7% | Reduced |
| Private Trust Co NA | 1,496 | $664.5K | 0.08% | +101+7.2% | Added |
| Waldron Private Wealth LLC | 1,501 | $666.9K | 0.03% | +514+52.1% | Added |
| RFG Advisory, LLC | 1,505 | $668.6K | 0.03% | +8+0.5% | Added |
| Arden Trust Co | 1,513 | $672.0K | 0.11% | −431−22.2% | Reduced |
| Taylor Hoffman Wealth Management | 1,514 | $672.7K | 0.34% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 1,515 | $673.1K | 0.18% | −50−3.2% | Reduced |
| Nilsine Partners, LLC | 1,526 | $678.0K | 0.10% | −84−5.2% | Reduced |
| Colonial River Wealth Management, LLC | 1,527 | $678.2K | 0.45% | −178−10.4% | Reduced |
| Prudent Man Advisors, LLC | 1,530 | $680.0K | 0.26% | −22−1.4% | Reduced |
| Continuum Advisory, LLC | 1,536 | $682.4K | 0.11% | +208+15.7% | Added |
| PDS Planning, Inc | 1,543 | $685.5K | 0.09% | +247+19.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,550 | $688.8K | 0.13% | −221−12.5% | Reduced |
| Valmark Advisers, Inc. | 1,559 | $692.7K | 0.01% | +29+1.9% | Added |
| Vise Technologies, Inc. | 1,565 | $695.3K | 0.17% | +174+12.5% | Added |
| Beacon Financial Group | 1,582 | $696.0K | 0.09% | −161−9.2% | Reduced |
| Moors & Cabot, Inc. | 1,569 | $697.1K | 0.05% | +271+20.9% | Added |
| Horizon Investments, LLC | 1,575 | $699.8K | 0.02% | −135−7.9% | Reduced |
| Middleton & Co Inc | 1,575 | $699.8K | 0.09% | −125−7.4% | Reduced |
| Hollencrest Capital Management | 1,576 | $700.2K | 0.07% | −11−0.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,580 | $702.0K | 0.09% | +14+0.9% | Added |
| Aaron Wealth Advisors | 1,582 | $702.9K | 0.09% | +63+4.1% | Added |
| Hillsdale Investment Management Inc. | 1,584 | $703.8K | 0.06% | +80+5.3% | Added |
| We Are One Seven, LLC | 1,592 | $707.4K | 0.06% | +436+37.7% | Added |
| Money Concepts Capital Corp | 1,583 | $708.5K | 0.07% | −4,745−75.0% | Reduced |
| Systematic Alpha Investments, LLC | 1,597 | $709.5K | 0.03% | 00.0% | Unchanged |
| Strategic Investment Advisors | 1,600 | $711.1K | 0.10% | −73−4.4% | Reduced |
| Indie Asset Partners, LLC | 1,608 | $714.5K | 0.78% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,612 | $716.2K | 0.02% | −132−7.6% | Reduced |
| Detalus Advisors, LLC | 1,613 | $716.7K | 0.32% | +45+2.9% | Added |
| Okabena Investment Services Inc | 1,617 | $718.4K | 0.53% | +1,617 | New |
| Evermay Wealth Management LLC | 1,620 | $719.8K | 0.14% | +59+3.8% | Added |
| Thomasville National Bank | 1,627 | $722.9K | 0.07% | 00.0% | Unchanged |
| Michael B. Yongue | 1,629 | $723.7K | 0.67% | −1,655−50.4% | Reduced |
| Trustmark National Bank Trust Department | 1,629 | $723.7K | 0.07% | −1,048−39.1% | Reduced |
| Brogan Financial, Inc. | 1,635 | $726.4K | 0.62% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 1,636 | $727.0K | 0.50% | −1,285−44.0% | Reduced |
| Western Financial Corp | 1,646 | $731.4K | 0.50% | −52−3.1% | Reduced |
| Terry L. Blaker | 1,650 | $733.1K | 0.06% | −4−0.2% | Reduced |
| Compass Wealth Management LLC | 1,658 | $736.6K | 0.22% | 00.0% | Unchanged |
| McLean Asset Management Corp | 1,688 | $750.1K | 0.29% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,693 | $752.0K | 0.28% | +115+7.3% | Added |
| Linden Thomas Advisory Services, LLC | 1,699 | $754.8K | 0.17% | +34+2.0% | Added |
| Virtus ETF Advisers LLC | 1,702 | $756.2K | 0.45% | −155−8.3% | Reduced |
| Bridgefront Capital, LLC | 1,702 | $756.2K | 0.41% | +606+55.3% | Added |
| Congress Wealth Management LLC | 1,706 | $758.2K | 0.02% | +18+1.1% | Added |
| Conning Inc. | 1,730 | $768.6K | 0.03% | −500−22.4% | Reduced |
| Smithbridge Asset Management Inc | 1,732 | $770.0K | 0.18% | −3−0.2% | Reduced |
| Rehmann Capital Advisory Group | 1,739 | $772.8K | 0.07% | −38−2.1% | Reduced |
| Defined Wealth Management, LLC | 1,746 | $775.7K | 0.65% | +1+0.1% | Added |
| Constitution Capital LLC | 1,750 | $777.5K | 0.44% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,775 | $788.4K | 0.03% | −152−7.9% | Reduced |
| Global Trust Asset Management, LLC | 1,778 | $789.7K | 0.35% | +91+5.4% | Added |
| Belpointe Asset Management LLC | 1,800 | $799.8K | 0.08% | −3,768−67.7% | Reduced |
| Dark Forest Capital Management LP | 1,836 | $815.7K | 0.08% | +1,440+363.6% | Added |
| Petrus Trust Company, LTA | 1,843 | $818.8K | 0.09% | +705+62.0% | Added |
| Garde Capital, Inc. | 1,850 | $822.0K | 0.07% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 1,857 | $824.9K | 0.65% | +21+1.1% | Added |
| Analyst IMS Investment Management Services Ltd. | 1,894 | $834.0K | 0.06% | 00.0% | Unchanged |
| Twin Capital Management Inc | 1,881 | $835.7K | 0.11% | −54−2.8% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,889 | $839.3K | 0.02% | +1,889 | New |
| Sanders Morris Harris LLC | 1,900 | $844.5K | 0.19% | +1,900 | New |
| First Pacific Advisors, LP | 1,915 | $850.8K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,931 | $857.7K | 0.04% | +233+13.7% | Added |
| Strategic Advisors LLC | 1,932 | $858.4K | 0.16% | −100−4.9% | Reduced |
| Bremer Bank National Association | 1,933 | $858.8K | 0.16% | −29−1.5% | Reduced |
| Summit X, LLC | 1,931 | $858.8K | 0.21% | +301+18.5% | Added |
| Pacific Global Investment Management CO | 1,934 | $859.3K | 0.18% | +51+2.7% | Added |
| 44 Wealth Management LLC | 1,939 | $861.3K | 0.29% | +11+0.6% | Added |
| Salomon & Ludwin, LLC | 1,942 | $862.9K | 0.09% | −28−1.4% | Reduced |
| LGT Financial Advisors LLC | 1,943 | $863.4K | 0.92% | +1,076+124.1% | Added |
| Sigma Planning Corp | 1,950 | $866.4K | 0.03% | −398−17.0% | Reduced |
| Hohimer Wealth Management, LLC | 1,955 | $868.6K | 0.24% | −54−2.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 1,965 | $872.9K | 0.01% | +74+3.9% | Added |
| Ballentine Partners, LLC | 1,969 | $874.8K | 0.02% | −137−6.5% | Reduced |
| Verus Financial Partners, Inc. | 1,854 | $882.3K | 0.11% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 2,006 | $882.8K | 0.01% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 2,000 | $888.6K | 0.13% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 2,012 | $893.9K | 0.03% | +37+1.9% | Added |
| Harbor Investment Advisory, LLC | 2,020 | $897.5K | 0.13% | +122+6.4% | Added |
| Busey Wealth Management | 2,023 | $898.8K | 0.04% | −10.0% | Reduced |
| Quadrant Capital Group LLC | 2,026 | $900.1K | 0.09% | +99+5.1% | Added |
| Fiduciary Trust Co | 2,033 | $903.2K | 0.02% | −51−2.4% | Reduced |