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 |
|---|---|---|---|---|---|
| JB Capital LLC | 1,099 | $488.4K | 0.04% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 1,097 | $487.2K | 0.03% | +150+15.8% | Added |
| Sound View Wealth Advisors Group, LLC | 1,096 | $487.0K | 0.06% | −19−1.7% | Reduced |
| Prestige Wealth Management Group LLC | 1,092 | $485.2K | 0.12% | −694−38.9% | Reduced |
| Citizens Financial Group Inc | 1,089 | $484.0K | 0.02% | −245−18.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,086 | $482.5K | 0.08% | −301−21.7% | Reduced |
| Prospera Financial Services Inc | 1,077 | $480.3K | 0.02% | −193−15.2% | Reduced |
| Concord Wealth Partners | 1,080 | $479.6K | 0.10% | +201+22.9% | Added |
| Samalin Investment Counsel, LLC | 1,077 | $478.5K | 0.26% | +359+50.0% | Added |
| EverSource Wealth Advisors, LLC | 1,076 | $477.9K | 0.05% | +108+11.2% | Added |
| Echo Street Capital Management LLC | 1,070 | $475.4K | 0.00% | −606−36.2% | Reduced |
| 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 |
| Fukoku Mutual Life Insurance Co | 1,063 | $472.3K | 0.04% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 1,055 | $468.6K | 0.26% | +8+0.8% | Added |
| Capital Financial Planning, LLC | 1,051 | $466.8K | 0.17% | +8+0.8% | Added |
| 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 |
| Alpha Omega Wealth Management LLC | 1,049 | $466.1K | 0.08% | −88−7.7% | Reduced |
| Virtue Capital Management, LLC | 1,051 | $465.6K | 0.08% | +407+63.2% | Added |
| Wealthcare Advisory Partners LLC | 1,046 | $464.9K | 0.02% | +20+1.9% | Added |
| St Germain D J Co Inc | 1,044 | $463.8K | 0.02% | +1,044 | New |
| Burke & Herbert Bank & Trust Co | 1,040 | $462.1K | 0.31% | 00.0% | Unchanged |
| Park National Corp | 1,027 | $456.3K | 0.02% | +7+0.7% | Added |
| Hengehold Capital Management LLC | 1,016 | $451.2K | 0.06% | +1+0.1% | Added |
| PBMares Wealth Management LLC | 1,015 | $450.8K | 0.16% | −86−7.8% | Reduced |
| Evergreen Capital Management LLC | 1,010 | $448.7K | 0.02% | +267+35.9% | Added |
| Ascent Wealth Partners, LLC | 1,006 | $447.0K | 0.08% | +160+18.9% | Added |
| Gsa Capital Partners LLP | 1,001 | $445.0K | 0.04% | +65+6.9% | Added |
| Ascent Group, LLC | 956 | $442.3K | 0.05% | −210−18.0% | Reduced |
| Sage Mountain Advisors LLC | 995 | $442.1K | 0.06% | +35+3.6% | Added |
| J.W. Cole Advisors, Inc. | 993 | $441.2K | 0.03% | −69−6.5% | Reduced |
| Capital Investment Advisory Services, LLC | 992 | $440.7K | 0.04% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 992 | $440.6K | 0.36% | −46−4.4% | Reduced |
| Brown Brothers Harriman & Co | 988 | $439.0K | 0.00% | +51+5.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 985 | $437.6K | 0.02% | −2−0.2% | Reduced |
| Inceptionr LLC | 979 | $435.0K | 0.23% | −151−13.4% | Reduced |
| Arlington Partners LLC | 978 | $434.5K | 0.07% | +21+2.2% | Added |
| First National Bank of South Miami | 977 | $434.1K | 0.35% | +2+0.2% | Added |
| Cross Staff Investments Inc | 976 | $433.6K | 0.40% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 975 | $433.2K | 0.04% | +282+40.7% | Added |
| Bell Investment Advisors, Inc | 962 | $427.3K | 0.09% | +8+0.8% | Added |
| SRB Corp | 960 | $426.5K | 0.03% | +214+28.7% | Added |
| Spire Wealth Management | 957 | $425.4K | 0.02% | −15,376−94.1% | Reduced |
| Compton Wealth Advisory Group, LLC | 954 | $423.9K | 0.14% | −116−10.8% | Reduced |
| Everhart Financial Group, Inc. | 941 | $418.1K | 0.18% | −562−37.4% | Reduced |
| Everett Harris & Co | 938 | $416.7K | 0.01% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 933 | $414.7K | 0.13% | +1+0.1% | Added |
| First Financial Bank - Trust Division | 931 | $413.6K | 0.04% | −9−1.0% | Reduced |
| MQS Management LLC | 927 | $411.9K | 0.28% | +217+30.6% | Added |
| Cornerstone Wealth Group, LLC | 925 | $411.0K | 0.07% | −5,004−84.4% | Reduced |
| Colonial Trust Co | 925 | $411.0K | 0.10% | +5+0.5% | Added |
| Sendero Wealth Management, LLC | 923 | $410.1K | 0.09% | +57+6.6% | Added |
| Latitude Advisors, LLC | 922 | $409.8K | 0.28% | +28+3.1% | Added |
| Allstate Corp | 919 | $408.3K | 0.03% | −17−1.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 916 | $407.0K | 0.22% | 00.0% | Unchanged |
| AXS Investments LLC | 915 | $406.5K | 0.11% | −37−3.9% | Reduced |
| American Trust | 907 | $403.0K | 0.03% | −40−4.2% | Reduced |
| HBK Investments L P | 907 | $403.0K | 0.01% | +316+53.5% | Added |
| Horan Securities, Inc. | 901 | $400.3K | 0.17% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 900 | $399.9K | 0.02% | +49+5.8% | Added |
| Financial Advisory Group | 899 | $399.4K | 0.08% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 896 | $398.1K | 0.42% | +2+0.2% | Added |
| Hilltop Partners LLC | 891 | $395.9K | 0.16% | +7+0.8% | Added |
| CWM Advisors, LLC | 890 | $395.4K | 0.05% | +76+9.3% | Added |
| Lifeworks Advisors, LLC | 888 | $394.5K | 0.17% | +4+0.5% | Added |
| First Light Asset Management, LLC | 886 | $393.6K | 0.03% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 834 | $393.4K | 0.07% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 883 | $392.3K | 0.08% | −75−7.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 881 | $391.5K | 0.13% | −43−4.7% | Reduced |
| Monument Capital Management | 879 | $390.5K | 0.12% | +13+1.5% | Added |
| Whalerock Point Partners, LLC | 877 | $389.6K | 0.13% | +32+3.8% | Added |
| Allworth Financial LP | 874 | $388.2K | 0.00% | +90+11.5% | Added |
| SevenBridge Financial Group, LLC | 861 | $382.6K | 0.10% | +50+6.2% | Added |
| Dakota Wealth Management | 861 | $382.5K | 0.02% | −6−0.7% | Reduced |
| Insigneo Advisory Services, LLC | 860 | $382.1K | 0.07% | +351+69.0% | Added |
| Aspiriant, LLC | 859 | $381.6K | 0.02% | −197−18.7% | Reduced |
| First County Bank | 858 | $381.2K | 0.19% | −54−5.9% | Reduced |
| Arista Wealth Management, LLC | 858 | $381.2K | 0.16% | 00.0% | Unchanged |
| First Affirmative Financial Network | 855 | $380.0K | 0.38% | −157−15.5% | Reduced |
| Verity Asset Management, Inc. | 852 | $378.5K | 0.28% | −74−8.0% | Reduced |
| Harbor Group, Inc. | 852 | $378.5K | 0.21% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 857 | $377.2K | 0.36% | +70+8.9% | Added |
| Trilogy Capital Inc. | 790 | $376.0K | 0.02% | +37+4.9% | Added |
| Keel Point, LLC | 846 | $375.9K | 0.05% | +30+3.7% | Added |
| Fortem Financial Group, LLC | 844 | $375.0K | 0.22% | +844 | New |
| Legacy Advisors, LLC | 841 | $373.6K | 0.06% | +34+4.2% | Added |
| Legacy Capital Group California, Inc. | 839 | $372.8K | 0.15% | +25+3.1% | Added |
| Quantamental Technologies LLC | 836 | $371.4K | 0.15% | −686−45.1% | Reduced |
| Royal Fund Management, LLC | 830 | $368.9K | 0.05% | −15−1.8% | Reduced |
| Jefferies Financial Group Inc. | 828 | $367.9K | 0.01% | −2,097−71.7% | Reduced |
| M Holdings Securities, Inc. | 825 | $367.0K | 0.08% | −2,341−73.9% | Reduced |
| Michael S. Ryan, Inc. | 824 | $366.3K | 0.34% | +824 | New |
| Atlantic Trust, LLC | 792 | $364.2K | 0.12% | 00.0% | Unchanged |
| HM Payson & Co | 816 | $362.5K | 0.01% | −63−7.2% | Reduced |
| Dover Advisors, LLC | 815 | $362.1K | 0.32% | −50−5.8% | Reduced |
| NorthRock Partners, LLC | 810 | $360.0K | 0.04% | −234−22.4% | Reduced |
| Atlas Wealth LLC | 810 | $359.4K | 0.07% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 802 | $356.3K | 0.05% | −207−20.5% | Reduced |