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 | 1,702 | $107.2B |
| Q2 2024 | 1,712 | $112.7B |
| Q1 2024 | 1,672 | $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 | 1,550 | $108.8B |
| Q3 2022 | 1,448 | $97.0B |
| Q2 2022 | 1,443 | $103.2B |
| Q1 2022 | 1,423 | $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 |
|---|---|---|---|---|---|
| PDS Planning, Inc | 1,543 | $685.5K | 0.09% | +247+19.1% | Added |
| Continuum Advisory, LLC | 1,536 | $682.4K | 0.11% | +208+15.7% | Added |
| Prudent Man Advisors, LLC | 1,530 | $680.0K | 0.26% | −22−1.4% | Reduced |
| Colonial River Wealth Management, LLC | 1,527 | $678.2K | 0.45% | −178−10.4% | Reduced |
| Nilsine Partners, LLC | 1,526 | $678.0K | 0.10% | −84−5.2% | Reduced |
| J. W. Coons Advisors, LLC | 1,515 | $673.1K | 0.18% | −50−3.2% | Reduced |
| Taylor Hoffman Wealth Management | 1,514 | $672.7K | 0.34% | 00.0% | Unchanged |
| Arden Trust Co | 1,513 | $672.0K | 0.11% | −431−22.2% | Reduced |
| RFG Advisory, LLC | 1,505 | $668.6K | 0.03% | +8+0.5% | Added |
| Waldron Private Wealth LLC | 1,501 | $666.9K | 0.03% | +514+52.1% | Added |
| Private Trust Co NA | 1,496 | $664.5K | 0.08% | +101+7.2% | Added |
| Graypoint LLC | 1,491 | $662.3K | 0.07% | −124−7.7% | Reduced |
| Wesbanco Bank Inc | 1,489 | $661.0K | 0.03% | −8−0.5% | Reduced |
| Atlas Private Wealth Advisors | 1,486 | $660.2K | 0.13% | +720+94.0% | Added |
| Hurlow Wealth Management Group, Inc. | 1,479 | $657.1K | 0.28% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 1,489 | $656.4K | 0.01% | −7,141−82.7% | Reduced |
| Windsor Group LTD | 1,477 | $656.0K | 0.12% | 00.0% | Unchanged |
| Proequities, Inc. | 1,476 | $655.9K | 0.05% | +54+3.8% | Added |
| Monarch Capital Management Inc | 1,476 | $655.8K | 0.20% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 1,475 | $655.3K | 0.12% | +777+111.3% | Added |
| Shelton Capital Management | 1,471 | $653.6K | 0.02% | −5−0.3% | Reduced |
| Great Diamond Partners, LLC | 1,462 | $649.6K | 0.17% | −22−1.5% | Reduced |
| City Holding Co | 1,460 | $648.6K | 0.11% | +210+16.8% | Added |
| Northern Financial Advisors Inc | 1,458 | $647.8K | 0.57% | +20+1.4% | Added |
| Waterfront Wealth Inc. | 1,361 | $647.6K | 0.19% | +403+42.1% | Added |
| Stony Point Wealth Management Inc. | 1,455 | $646.5K | 0.32% | −10−0.7% | Reduced |
| Plancorp, LLC | 1,450 | $644.2K | 0.03% | +6+0.4% | Added |
| WESPAC Advisors SoCal, LLC | 1,443 | $641.2K | 0.22% | +35+2.5% | Added |
| Peachtree Investment Partners, LLC | 1,440 | $639.9K | 0.29% | −877−37.9% | Reduced |
| Kapstone Financial Advisors LLC | 1,366 | $639.5K | 0.53% | +252+22.6% | Added |
| Baader Bank INC | 1,427 | $630.3K | 0.05% | +37+2.7% | Added |
| Nebula Research & Development LLC | 1,417 | $629.6K | 0.48% | +1,417 | New |
| Baker Tilly Wealth Management, LLC | 1,415 | $628.7K | 0.07% | −327−18.8% | Reduced |
| Wealth Alliance | 1,410 | $626.5K | 0.09% | +13+0.9% | Added |
| Keystone Financial Group | 1,404 | $623.7K | 0.11% | +1,404 | New |
| United Community Bank | 1,395 | $619.8K | 0.54% | +280+25.1% | Added |
| Fidelis Capital Partners, LLC | 1,378 | $612.2K | 0.22% | +111+8.8% | Added |
| Humankind Investments LLC | 1,375 | $610.9K | 0.24% | +496+56.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,369 | $608.2K | 0.00% | +380+38.4% | Added |
| Palisades Hudson Asset Management, L.P. | 1,365 | $607.0K | 0.32% | 00.0% | Unchanged |
| Versor Investments LP | 1,366 | $606.9K | 0.11% | −1,134−45.4% | Reduced |
| Apella Capital, LLC | 1,356 | $602.5K | 0.04% | +1,356 | New |
| Joel Isaacson & Co., LLC | 1,355 | $602.0K | 0.04% | +715+111.7% | Added |
| Northwest Bancshares, Inc. | 1,350 | $599.8K | 0.11% | −142−9.5% | Reduced |
| Wealth Management Associates, Inc. | 1,344 | $597.2K | 0.34% | −16−1.2% | Reduced |
| Harbour Investments, Inc. | 1,343 | $596.7K | 0.03% | +172+14.7% | Added |
| Northeast Investment Management | 1,340 | $595.3K | 0.03% | −3−0.2% | Reduced |
| Quent Capital, LLC | 1,338 | $594.4K | 0.09% | −31−2.3% | Reduced |
| Bessemer Securities LLC | 1,337 | $594.0K | 0.39% | −125−8.5% | Reduced |
| Exchange Traded Concepts, LLC | 1,334 | $592.7K | 0.01% | −1,121−45.7% | Reduced |
| CFO4Life Group, LLC | 1,332 | $592.0K | 0.13% | +47+3.7% | Added |
| Douglass Winthrop Advisors, LLC | 1,325 | $588.7K | 0.01% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 1,318 | $585.6K | 0.15% | +139+11.8% | Added |
| Brookstone Capital Management | 1,360 | $584.2K | 0.01% | −39−2.8% | Reduced |
| Personal Cfo Solutions, LLC | 1,310 | $581.9K | 0.12% | +7+0.5% | Added |
| Shufro Rose & Co LLC | 1,300 | $577.6K | 0.05% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,296 | $576.0K | 0.29% | −279−17.7% | Reduced |
| Warren Averett Asset Management, LLC | 1,284 | $570.5K | 0.03% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 1,281 | $569.3K | 0.17% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,280 | $568.6K | 0.18% | +52+4.2% | Added |
| Salem Investment Counselors Inc | 1,278 | $567.8K | 0.02% | −140−9.9% | Reduced |
| Solidarilty Wealth, LLC | 1,268 | $563.4K | 0.23% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 1,264 | $561.6K | 0.37% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,256 | $558.0K | 0.04% | +190+17.8% | Added |
| Vestor Capital, LLC | 1,254 | $557.0K | 0.06% | −22,972−94.8% | Reduced |
| Fulton Bank, N.A. | 1,249 | $554.9K | 0.03% | −113−8.3% | Reduced |
| Mirova | 1,240 | $550.9K | 0.10% | −1,345−52.0% | Reduced |
| Accredited Investors Inc. | 1,232 | $547.4K | 0.04% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,229 | $546.0K | 0.00% | −26−2.1% | Reduced |
| Bedel Financial Consulting, Inc. | 1,227 | $545.1K | 0.11% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,237 | $542.7K | 0.06% | +13+1.1% | Added |
| Signet Financial Management, LLC | 1,217 | $540.5K | 0.09% | −31−2.5% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 1,206 | $535.8K | 0.38% | −1,677−58.2% | Reduced |
| Meridian Wealth Management, LLC | 1,203 | $534.5K | 0.05% | +361+42.9% | Added |
| First National Bank of Hutchinson | 1,200 | $533.1K | 0.39% | +1+0.1% | Added |
| Fundamentun, LLC | 1,199 | $532.9K | 0.08% | +186+18.4% | Added |
| First Western Trust Bank | 1,196 | $531.4K | 0.03% | −4−0.3% | Reduced |
| Column Capital Advisors, LLC | 1,192 | $529.9K | 0.07% | −203−14.6% | Reduced |
| WMS Partners, LLC | 1,192 | $529.7K | 0.04% | +728+156.9% | Added |
| Glenview Trust Co | 1,192 | $529.6K | 0.01% | +30+2.6% | Added |
| Stiles Financial Services Inc | 1,187 | $527.2K | 0.26% | −12−1.0% | Reduced |
| Massmutual Trust Co FSB | 1,186 | $526.9K | 0.02% | −970−45.0% | Reduced |
| Dean Investment Associates, LLC | 1,176 | $522.5K | 0.09% | −60−4.9% | Reduced |
| Cloverfields Capital Group, LP | 1,168 | $518.9K | 0.17% | +420+56.1% | Added |
| Laidlaw Wealth Management LLC | 1,161 | $516.0K | 0.10% | +111+10.6% | Added |
| Prime Capital Investment Advisors, LLC | 1,153 | $512.1K | 0.01% | +119+11.5% | Added |
| Holderness Investments Co | 1,150 | $511.1K | 0.19% | +162+16.4% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 1,148 | $510.0K | 0.59% | −169−12.8% | Reduced |
| Cozad Asset Management Inc | 1,147 | $509.7K | 0.06% | −1,069−48.2% | Reduced |
| JT Stratford LLC | 1,141 | $506.9K | 0.14% | +248+27.8% | Added |
| Lingohr & Partner Asset Management GmbH | 1,139 | $506.0K | 1.29% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 1,138 | $505.5K | 0.02% | +273+31.6% | Added |
| Itau Unibanco Holding S.A. | 1,129 | $501.6K | 0.02% | +1,047+1,276.8% | Added |
| Cardiff Park Advisors, LLC | 1,128 | $501.2K | 0.06% | 00.0% | Unchanged |
| Country Club Bank | 1,137 | $500.4K | 0.04% | −5−0.4% | Reduced |
| NVWM, LLC | 1,124 | $499.4K | 0.16% | −1,530−57.6% | Reduced |
| KFG Wealth Management, LLC | 1,124 | $499.4K | 0.29% | −90−7.4% | Reduced |
| Cim Investment Mangement Inc | 1,115 | $495.4K | 0.17% | +2+0.2% | Added |
| Farmers Trust Co | 1,100 | $488.7K | 0.10% | −26−2.3% | Reduced |
| Dodge & Cox | 1,100 | $488.7K | 0.00% | 00.0% | Unchanged |