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 |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 2,036 | $904.6K | 0.01% | −31−1.5% | Reduced |
| Chicago Capital, LLC | 2,042 | $907.2K | 0.04% | 00.0% | Unchanged |
| Roundview Capital LLC | 2,063 | $916.4K | 0.09% | +147+7.7% | Added |
| Outlook Wealth Advisors, LLC | 2,063 | $916.7K | 0.35% | +276+15.4% | Added |
| Vanguard Capital Wealth Advisors | 2,080 | $924.0K | 0.84% | +7+0.3% | Added |
| Delphi Management Inc | 2,089 | $928.0K | 0.98% | +2,089 | New |
| Herold Advisors, Inc. | 2,091 | $928.8K | 0.28% | +257+14.0% | Added |
| Mirabella Financial Services LLP | 2,112 | $938.3K | 0.11% | +2,112 | New |
| InTrack Investment Management Inc | 2,128 | $945.4K | 0.77% | −150−6.6% | Reduced |
| SeaCrest Wealth Management, LLC | 2,129 | $945.9K | 0.12% | −35−1.6% | Reduced |
| Perigon Wealth Management, LLC | 2,135 | $948.5K | 0.04% | +36+1.7% | Added |
| Meiji Yasuda Life Insurance Co | 2,146 | $953.0K | 0.02% | +271+14.5% | Added |
| Garrison Point Advisors, LLC | 2,150 | $955.2K | 0.69% | −150−6.5% | Reduced |
| Bard Financial Services, Inc. | 2,150 | $955.2K | 0.07% | 00.0% | Unchanged |
| Tobam | 2,155 | $957.0K | 0.07% | −55−2.5% | Reduced |
| Wolverine Trading, LLC | 2,187 | $962.5K | 0.01% | +663+43.5% | Added |
| Foster & Motley Inc | 2,168 | $963.0K | 0.07% | −155−6.7% | Reduced |
| Balentine LLC | 2,176 | $966.9K | 0.03% | −436−16.7% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 2,201 | $968.7K | 0.04% | +2,201 | New |
| HMS Capital Management, LLC | 2,192 | $974.0K | 0.59% | +95+4.5% | Added |
| Aigen Investment Management, LP | 2,201 | $977.9K | 0.14% | −2,612−54.3% | Reduced |
| SRN Advisors, LLC | 2,206 | $980.1K | 0.87% | −44−2.0% | Reduced |
| Blueshift Asset Management, LLC | 2,207 | $980.5K | 0.37% | +1,438+187.0% | Added |
| Signature Estate & Investment Advisors LLC | 2,218 | $986.0K | 0.03% | 00.0% | Unchanged |
| Romano Brothers and Company | 2,221 | $986.8K | 0.15% | −10−0.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,234 | $992.4K | 0.13% | +193+9.5% | Added |
| Financial Counselors Inc | 2,262 | $1.00M | 0.02% | −17−0.7% | Reduced |
| Oak Thistle LLC | 2,264 | $1.01M | 0.53% | +2,264 | New |
| ISAM Funds (UK) Ltd | 2,276 | $1.01M | 0.90% | +2,276 | New |
| Asset Dedication, LLC | 2,294 | $1.02M | 0.09% | −64−2.7% | Reduced |
| Eversept Partners, LP | 2,315 | $1.03M | 0.11% | +2,315 | New |
| Daymark Wealth Partners, LLC | 2,319 | $1.03M | 0.08% | +39+1.7% | Added |
| 1st Source Bank | 2,333 | $1.04M | 0.07% | −16−0.7% | Reduced |
| Pitcairn Co | 2,342 | $1.04M | 0.09% | −92−3.8% | Reduced |
| Teza Capital Management LLC | 2,366 | $1.05M | 0.17% | +1,318+125.8% | Added |
| TrimTabs Asset Management, LLC | 2,379 | $1.06M | 0.53% | +100+4.4% | Added |
| Venturi Wealth Management, LLC | 2,383 | $1.06M | 0.09% | +136+6.1% | Added |
| Leonteq Securities AG | 2,397 | $1.06M | 0.11% | −457−16.0% | Reduced |
| Stableford Capital II LLC | 2,294 | $1.07M | 0.47% | +2,294 | New |
| EP Wealth Advisors, LLC | 8,348 | $1.07M | 0.02% | −6,638−44.3% | Reduced |
| Pure Financial Advisors, Inc. | 2,432 | $1.08M | 0.05% | +574+30.9% | Added |
| Souders Financial Advisors | 2,438 | $1.08M | 0.21% | +29+1.2% | Added |
| 9258 Wealth Management, LLC | 2,442 | $1.08M | 0.20% | +38+1.6% | Added |
| Donaldson Capital Management, LLC | 2,445 | $1.09M | 0.05% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 2,449 | $1.09M | 0.11% | −205−7.7% | Reduced |
| Central Trust Co | 2,471 | $1.10M | 0.03% | +940+61.4% | Added |
| Summit Trail Advisors, LLC | 2,482 | $1.10M | 0.04% | +1,135+84.3% | Added |
| Simplex Trading, LLC | 2,483 | $1.10M | 0.05% | +2,483 | New |
| Clearstead Advisors, LLC | 2,494 | $1.11M | 0.07% | +61+2.5% | Added |
| Polianta Ltd | 2,500 | $1.11M | 0.51% | +2,500 | New |
| WSFS Capital Management, LLC | 2,516 | $1.12M | 0.11% | +127+5.3% | Added |
| Snowden Capital Advisors LLC | 2,535 | $1.13M | 0.04% | +129+5.4% | Added |
| Level Four Advisory Services, LLC | 2,536 | $1.13M | 0.07% | +106+4.4% | Added |
| TD Private Client Wealth LLC | 2,555 | $1.14M | 0.05% | +59+2.4% | Added |
| Richwood Investment Advisors, LLC | 2,571 | $1.14M | 1.12% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 2,605 | $1.16M | 0.22% | +12+0.5% | Added |
| Copperleaf Capital, LLC | 2,631 | $1.17M | 1.10% | −606−18.7% | Reduced |
| Checchi Capital Advisers, LLC | 2,635 | $1.17M | 0.10% | −118−4.3% | Reduced |
| SJS Investment Consulting Inc. | 2,635 | $1.17M | 0.29% | +10.0% | Added |
| Employees Retirement System of Texas | 2,648 | $1.18M | 0.02% | −6,567−71.3% | Reduced |
| Cape Investment Advisory, Inc. | 2,668 | $1.19M | 0.66% | +356+15.4% | Added |
| Insight Inv LLC | 2,675 | $1.19M | 1.22% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 2,677 | $1.19M | 0.26% | +521+24.2% | Added |
| Merit Financial Group, LLC | 2,691 | $1.20M | 0.04% | +978+57.1% | Added |
| Penserra Capital Management LLC | 2,711 | $1.20M | 0.02% | +1,397+106.3% | Added |
| Banque Pictet & Cie SA | 2,709 | $1.20M | 0.01% | +2,709 | New |
| United Capital Financial Advisers, LLC | 2,726 | $1.21M | 0.01% | −406−13.0% | Reduced |
| Sumitomo Life Insurance Co | 2,754 | $1.22M | 0.05% | −677−19.7% | Reduced |
| Two Sigma Securities, LLC | 2,756 | $1.22M | 0.10% | −174−5.9% | Reduced |
| Atom Investors LP | 2,764 | $1.23M | 0.47% | +2,764 | New |
| Empower Advisory Group, LLC | 2,767 | $1.23M | 0.01% | −160−5.5% | Reduced |
| Intellectus Partners, LLC | 2,783 | $1.24M | 0.37% | −25−0.9% | Reduced |
| Buckley Wealth Management, LLC | 2,788 | $1.24M | 0.42% | +648+30.3% | Added |
| Ameritas Investment Partners, Inc. | 2,812 | $1.25M | 0.05% | −103−3.5% | Reduced |
| King Wealth | 2,843 | $1.26M | 0.26% | +900+46.3% | Added |
| Trust Asset Management LLC | 2,871 | $1.28M | 0.13% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,872 | $1.28M | 0.24% | −44−1.5% | Reduced |
| Cunning Capital Partners, LP | 0 | $1.28M | 0.81% | −2,880−100.0% | Reduced |
| Clarius Group, LLC | 2,894 | $1.29M | 0.10% | +62+2.2% | Added |
| Forum Financial Management, LP | 2,904 | $1.29M | 0.03% | +181+6.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,920 | $1.30M | 0.06% | −80−2.7% | Reduced |
| First Foundation Advisors | 2,924 | $1.30M | 0.06% | −272−8.5% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,927 | $1.30M | 0.19% | −25−0.8% | Reduced |
| Acropolis Investment Management, LLC | 2,948 | $1.31M | 0.10% | −337−10.3% | Reduced |
| Community Capital Management, Inc. | 2,950 | $1.31M | 1.82% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 2,968 | $1.32M | 0.04% | +53+1.8% | Added |
| Western Wealth Management, LLC | 2,974 | $1.32M | 0.11% | +97+3.4% | Added |
| Institute for Wealth Management, LLC. | 2,982 | $1.32M | 0.23% | +56+1.9% | Added |
| Apollon Wealth Management, LLC | 2,990 | $1.33M | 0.06% | −315−9.5% | Reduced |
| Ally Financial Inc. | 3,000 | $1.33M | 0.19% | +3,000 | New |
| Suvretta Capital Management, LLC | 3,010 | $1.34M | 0.07% | −152,311−98.1% | Reduced |
| Toth Financial Advisory Corp | 3,010 | $1.34M | 0.19% | +1,114+58.8% | Added |
| RMB Capital Management, LLC | 3,040 | $1.35M | 0.04% | −185−5.7% | Reduced |
| Searle & Co. | 2,865 | $1.35M | 0.42% | +75+2.7% | Added |
| Qtron Investments LLC | 3,044 | $1.35M | 0.26% | +120+4.1% | Added |
| Resources Investment Advisors, LLC. | 3,045 | $1.35M | 0.03% | −339−10.0% | Reduced |
| Leavell Investment Management, Inc. | 3,053 | $1.36M | 0.09% | −134−4.2% | Reduced |
| Wealth Architects, LLC | 3,060 | $1.36M | 0.22% | −44−1.4% | Reduced |
| Fund Management at Engine No. 1 LLC | 3,086 | $1.37M | 0.25% | +189+6.5% | Added |
| Pinnacle Financial Partners Inc | 3,098 | $1.38M | 0.03% | +13+0.4% | Added |