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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 3,111 | $1.38M | 0.02% | −33−1.0% | Reduced |
| Lido Advisors, LLC | 3,117 | $1.38M | 0.02% | +622+24.9% | Added |
| New England Research & Management, Inc. | 3,125 | $1.39M | 0.81% | −365−10.5% | Reduced |
| Miracle Mile Advisors, LLC | 3,171 | $1.41M | 0.04% | −399−11.2% | Reduced |
| Pinnacle Associates Ltd | 3,179 | $1.41M | 0.02% | +627+24.6% | Added |
| Golden State Equity Partners | 3,219 | $1.43M | 0.40% | +396+14.0% | Added |
| Mount Yale Investment Advisors, LLC | 3,241 | $1.44M | 0.15% | +51+1.6% | Added |
| Lincoln National Corp | 3,253 | $1.45M | 0.03% | +756+30.3% | Added |
| Sentry LLC | 3,275 | $1.45M | 0.32% | −29−0.9% | Reduced |
| Genus Capital Management Inc. | 3,323 | $1.48M | 0.22% | +3,323 | New |
| Trail Ridge Investment Advisors, LLC | 3,336 | $1.48M | 0.91% | 00.0% | Unchanged |
| Haverford Trust Co | 3,359 | $1.49M | 0.02% | −39−1.1% | Reduced |
| Integrated Wealth Concepts LLC | 3,366 | $1.50M | 0.03% | +102+3.1% | Added |
| Parallel Advisors, LLC | 3,374 | $1.50M | 0.05% | +265+8.5% | Added |
| Kornitzer Capital Management Inc | 3,379 | $1.50M | 0.03% | +4+0.1% | Added |
| Evergreen Wealth Management, LLC | 3,398 | $1.51M | 1.18% | +3,398 | New |
| World Equity Group, Inc. | 3,406 | $1.51M | 0.45% | −13,572−79.9% | Reduced |
| Ritholtz Wealth Management | 3,430 | $1.52M | 0.07% | +404+13.4% | Added |
| Global Retirement Partners, LLC | 3,433 | $1.53M | 0.07% | +18+0.5% | Added |
| Sabal Trust CO | 3,445 | $1.53M | 0.10% | +3,445 | New |
| Foresight Global Investors, Inc. | 3,458 | $1.54M | 0.83% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,466 | $1.54M | 0.03% | +2,515+264.5% | Added |
| Bartlett & Co. LLC | 3,466 | $1.54M | 0.03% | +2,515+264.5% | Added |
| Matisse Capital | 3,487 | $1.55M | 0.96% | 00.0% | Unchanged |
| Taika Capital, LP | 3,500 | $1.56M | 0.85% | +3,500 | New |
| Robertson Stephens Wealth Management, LLC | 3,501 | $1.56M | 0.11% | +3,501 | New |
| Desjardins Global Asset Management Inc. | 3,523 | $1.57M | 0.18% | +256+7.8% | Added |
| Granite Harbor Advisors, Inc. | 3,541 | $1.57M | 1.22% | −279−7.3% | Reduced |
| LRT Capital Management, LLC | 3,585 | $1.58M | 1.16% | +2,385+198.8% | Added |
| Coldstream Capital Management Inc | 3,554 | $1.58M | 0.05% | −177−4.7% | Reduced |
| Wedbush Securities Inc | 3,569 | $1.59M | 0.08% | +151+4.4% | Added |
| Cohen Klingenstein LLC | 3,600 | $1.60M | 0.07% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,644 | $1.62M | 0.04% | +447+14.0% | Added |
| Uncommon Cents Investing LLC | 3,650 | $1.62M | 0.57% | −20−0.5% | Reduced |
| Kingsview Wealth Management, LLC | 3,667 | $1.63M | 0.06% | +2,574+235.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,695 | $1.64M | 0.47% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 3,697 | $1.64M | 0.18% | −376−9.2% | Reduced |
| DB Fitzpatrick & Co, Inc | 3,713 | $1.65M | 1.74% | +263+7.6% | Added |
| Integrated Advisors Network LLC | 3,714 | $1.65M | 0.10% | +165+4.6% | Added |
| Quantinno Capital Management LP | 3,715 | $1.65M | 0.09% | −2,233−37.5% | Reduced |
| Redwood Investment Management, LLC | 3,719 | $1.65M | 0.17% | +3,719 | New |
| Archford Capital Strategies, LLC | 3,510 | $1.65M | 0.31% | −44−1.2% | Reduced |
| Hancock Whitney Corp | 3,745 | $1.66M | 0.07% | +55+1.5% | Added |
| Qsemble Capital Management, LP | 3,750 | $1.67M | 1.18% | +3,750 | New |
| Violich Capital Management, Inc. | 3,770 | $1.68M | 0.27% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 3,771 | $1.68M | 0.10% | −70−1.8% | Reduced |
| Profund Advisors LLC | 3,778 | $1.68M | 0.09% | +61+1.6% | Added |
| Moloney Securities Asset Management, LLC | 3,803 | $1.69M | 0.30% | +101+2.7% | Added |
| ProVise Management Group, LLC | 3,856 | $1.71M | 0.16% | +22+0.6% | Added |
| FRG Family Wealth Advisors LLC | 3,870 | $1.72M | 0.38% | −22−0.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,880 | $1.72M | 1.12% | −200−4.9% | Reduced |
| Barden Capital Management, Inc. | 3,889 | $1.73M | 1.90% | −299−7.1% | Reduced |
| Vista Investment Management | 3,893 | $1.73M | 0.88% | −45−1.1% | Reduced |
| Smith, Moore & Co. | 3,910 | $1.74M | 0.22% | −2−0.1% | Reduced |
| Anchor Investment Management, LLC | 3,949 | $1.75M | 0.22% | +166+4.4% | Added |
| Csenge Advisory Group | 3,959 | $1.76M | 0.12% | −154−3.7% | Reduced |
| UniSuper Management Pty Ltd | 3,971 | $1.76M | 0.02% | +3,971 | New |
| Dorsey & Whitney Trust CO LLC | 3,975 | $1.77M | 0.15% | +68+1.7% | Added |
| FDx Advisors, Inc. | 3,980 | $1.77M | 0.10% | +753+23.3% | Added |
| Zurich Insurance Group Ltd | 4,000 | $1.78M | 0.02% | 00.0% | Unchanged |
| Magnetar Financial LLC | 4,040 | $1.79M | 0.04% | −3,126−43.6% | Reduced |
| Pensionfund Sabic | 4,050 | $1.80M | 0.60% | 00.0% | Unchanged |
| Maven Securities LTD | 4,051 | $1.80M | 0.26% | +4,051 | New |
| Balyasny Asset Management LLC | 4,077 | $1.81M | 0.01% | +4,077 | New |
| Comerica Securities,inc. | 4,093 | $1.82M | 0.13% | −15−0.4% | Reduced |
| Sterling Investment Management, Inc. | 4,108 | $1.83M | 1.45% | −56−1.3% | Reduced |
| Paralel Advisors LLC | 4,113 | $1.83M | 0.10% | +461+12.6% | Added |
| Toroso Investments, LLC | 4,119 | $1.83M | 0.05% | +688+20.1% | Added |
| Tufton Capital Management | 4,124 | $1.83M | 0.40% | −10−0.2% | Reduced |
| Symmetry Partners, LLC | 4,131 | $1.83M | 0.10% | −524−11.3% | Reduced |
| Community Bank, N.A. | 4,150 | $1.84M | 0.24% | +862+26.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 4,162 | $1.85M | 0.09% | −391−8.6% | Reduced |
| Hofer & Associates. Inc | 4,170 | $1.85M | 1.78% | +267+6.8% | Added |
| Cornercap Investment Counsel Inc | 4,177 | $1.86M | 0.32% | −88−2.1% | Reduced |
| Oak Associates, Ltd | 4,182 | $1.86M | 0.15% | −5−0.1% | Reduced |
| Brighton Jones LLC | 4,186 | $1.86M | 0.09% | +98+2.4% | Added |
| Benchmark Investment Advisors LLC | 4,199 | $1.87M | 1.72% | −45−1.1% | Reduced |
| Johnson Investment Counsel Inc | 4,200 | $1.87M | 0.02% | −245−5.5% | Reduced |
| Cetera Advisors LLC | 4,204 | $1.87M | 0.03% | +144+3.5% | Added |
| First Business Financial Services, Inc. | 4,244 | $1.89M | 0.23% | +30+0.7% | Added |
| Channing Global Advisors, LLC | 4,251 | $1.89M | 1.91% | −61−1.4% | Reduced |
| XTX Topco Ltd | 4,266 | $1.90M | 0.34% | +4,266 | New |
| CAPROCK Group, Inc. | 4,334 | $1.93M | 0.14% | −24−0.6% | Reduced |
| Malaga Cove Capital, LLC | 4,349 | $1.93M | 0.89% | +49+1.1% | Added |
| Bleakley Financial Group, LLC | 4,370 | $1.94M | 0.06% | −5−0.1% | Reduced |
| Lederer & Associates Investment Counsel | 4,371 | $1.94M | 1.47% | −39−0.9% | Reduced |
| Atria Wealth Solutions, Inc. | 4,429 | $1.97M | 0.03% | +266+6.4% | Added |
| Centiva Capital, LP | 4,435 | $1.97M | 0.10% | +4,435 | New |
| Atlas Capital Advisors LLC | 4,451 | $1.98M | 0.30% | −46−1.0% | Reduced |
| Advisors Asset Management, Inc. | 4,488 | $1.99M | 0.04% | +111+2.5% | Added |
| AMG National Trust Bank | 4,492 | $2.00M | 0.07% | −290−6.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,512 | $2.00M | 0.13% | +107+2.4% | Added |
| Stratos Wealth Partners, LTD. | 4,519 | $2.01M | 0.05% | +189+4.4% | Added |
| Bragg Financial Advisors, Inc | 4,530 | $2.01M | 0.11% | 00.0% | Unchanged |
| Walleye Capital LLC | 4,560 | $2.03M | 0.04% | +3,722+444.2% | Added |
| Pettyjohn, Wood & White, Inc | 4,564 | $2.03M | 0.47% | +68+1.5% | Added |
| Strategic Financial Services, Inc, | 4,434 | $2.04M | 0.15% | −56−1.2% | Reduced |
| Savant Capital, LLC | 4,603 | $2.05M | 0.03% | +403+9.6% | Added |
| Sequoia Financial Advisors, LLC | 4,621 | $2.05M | 0.04% | +114+2.5% | Added |
| Horizon Investment Services, LLC | 4,622 | $2.05M | 1.25% | +21+0.5% | Added |