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 |
|---|---|---|---|---|---|
| Lountzis Asset Management, LLC | 755 | $356.0K | 0.20% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 801 | $355.7K | 0.05% | +98+13.9% | Added |
| Meyer Handelman Co | 800 | $355.4K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 799 | $355.1K | 0.05% | +278+53.4% | Added |
| Evercore Wealth Management, LLC | 799 | $355.0K | 0.01% | −6−0.7% | Reduced |
| Larson Financial Group LLC | 798 | $354.5K | 0.04% | −226−22.1% | Reduced |
| Valley National Advisers Inc | 793 | $354.0K | 0.06% | −10−1.2% | Reduced |
| Astoria Portfolio Advisors LLC. | 842 | $351.8K | 0.14% | +114+15.7% | Added |
| Five Oceans Advisors | 790 | $351.0K | 0.23% | +96+13.8% | Added |
| Waddell & Associates, LLC | 789 | $350.5K | 0.05% | −4−0.5% | Reduced |
| Regent Peak Wealth Advisors LLC | 788 | $350.1K | 0.10% | −164−17.2% | Reduced |
| Manchester Capital Management LLC | 788 | $350.1K | 0.05% | −5−0.6% | Reduced |
| Horizon Bancorp Inc | 786 | $349.0K | 0.22% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 785 | $348.8K | 0.07% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 784 | $348.0K | 0.00% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 780 | $346.6K | 0.08% | −131−14.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 780 | $346.5K | 0.06% | +50+6.8% | Added |
| Jackson Creek Investment Advisors LLC | 778 | $346.0K | 0.14% | 00.0% | Unchanged |
| State of Wyoming | 776 | $344.8K | 0.10% | +329+73.6% | Added |
| Oxbow Advisors, LLC | 775 | $344.3K | 0.05% | −69−8.2% | Reduced |
| Advisors Capital Management, LLC | 775 | $344.0K | 0.01% | −66−7.8% | Reduced |
| Tandem Investment Advisors, Inc. | 774 | $344.0K | 0.02% | −10−1.3% | Reduced |
| Ridgecrest Wealth Partners, LLC | 765 | $339.9K | 0.22% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 763 | $339.0K | 0.08% | +290+61.3% | Added |
| Capital Management Corp | 760 | $337.7K | 0.07% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 757 | $336.3K | 0.05% | +18+2.4% | Added |
| Altfest L J & Co Inc | 757 | $336.0K | 0.05% | +1+0.1% | Added |
| Oxford Financial Group Ltd | 755 | $335.4K | 0.03% | +755 | New |
| HBK Sorce Advisory LLC | 753 | $334.6K | 0.01% | −7−0.9% | Reduced |
| Venture Visionary Partners LLC | 752 | $334.5K | 0.02% | +19+2.6% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 750 | $333.2K | 0.29% | +290+63.0% | Added |
| Transcend Wealth Collective, LLC | 748 | $332.5K | 0.03% | −167−18.3% | Reduced |
| Glassman Wealth Services | 748 | $332.3K | 0.05% | −34−4.3% | Reduced |
| Hamilton Capital, LLC | 740 | $328.8K | 0.02% | +164+28.5% | Added |
| East Coast Asset Management, LLC. | 730 | $324.3K | 0.15% | −55−7.0% | Reduced |
| First National Trust Co | 727 | $323.0K | 0.01% | −15−2.0% | Reduced |
| Boothbay Fund Management, LLC | 726 | $322.6K | 0.01% | +726 | New |
| Avantax Planning Partners, Inc. | 723 | $321.2K | 0.01% | +30+4.3% | Added |
| Carson Advisory Inc. | 723 | $321.2K | 0.27% | +723 | New |
| Sonoma Private Wealth LLC | 718 | $319.0K | 0.56% | +718 | New |
| T. Rowe Price Investment Management, Inc. | 715 | $318.0K | 0.00% | +715 | New |
| Fulton Breakefield Broenniman LLC | 715 | $317.7K | 0.03% | −3−0.4% | Reduced |
| Canal Capital Management, LLC | 710 | $315.6K | 0.06% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 708 | $314.6K | 0.04% | −3−0.4% | Reduced |
| Marotta Asset Management | 707 | $314.1K | 0.07% | +707 | New |
| Sierra Capital LLC | 704 | $313.0K | 0.05% | 00.0% | Unchanged |
| Cypress Capital Group | 703 | $312.3K | 0.05% | +10+1.4% | Added |
| Thrive Wealth Management, LLC | 703 | $312.2K | 0.08% | −58−7.6% | Reduced |
| Eqis Capital Management, Inc. | 702 | $312.1K | 0.04% | −535−43.2% | Reduced |
| Owen LaRue, LLC | 700 | $311.1K | 0.33% | −384−35.4% | Reduced |
| Fosun International Ltd | 700 | $311.0K | 0.04% | 00.0% | Unchanged |
| Sandler Capital Management | 700 | $311.0K | 0.04% | +700 | New |
| Hongkou Capital LP | 700 | $311.0K | 0.98% | +700 | New |
| Convergence Investment Partners, LLC | 700 | $311.0K | 0.18% | −41−5.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 699 | $310.6K | 0.03% | −2−0.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 698 | $310.1K | 0.00% | +4+0.6% | Added |
| Adams Wealth Management | 695 | $308.8K | 0.10% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 693 | $308.0K | 0.03% | +7+1.0% | Added |
| Summit Financial Group Inc | 688 | $305.7K | 0.12% | 00.0% | Unchanged |
| Chicago Trust Co NA | 686 | $304.8K | 0.07% | +36+5.5% | Added |
| Mill Creek Capital Advisors, LLC | 684 | $303.9K | 0.01% | +155+29.3% | Added |
| Reston Wealth Management LLC | 684 | $303.7K | 0.14% | +3+0.4% | Added |
| Smithfield Trust Co | 685 | $303.0K | 0.02% | −26−3.7% | Reduced |
| Tranquilli Financial Advisor LLC | 680 | $302.1K | 0.21% | +125+22.5% | Added |
| Aldebaran Financial Inc. | 680 | $302.1K | 0.43% | +1+0.1% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 679 | $301.7K | 0.24% | +4+0.6% | Added |
| First Horizon Advisors, Inc. | 677 | $300.8K | 0.01% | −11−1.6% | Reduced |
| GraniteShares Advisors LLC | 674 | $299.5K | 0.27% | −32−4.5% | Reduced |
| Independent Financial Group, LLC | 674 | $299.5K | 0.02% | +2+0.3% | Added |
| First City Capital Management, Inc. | 672 | $298.6K | 0.18% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 671 | $298.0K | 0.03% | +669+33,450.0% | Added |
| Fiduciary Alliance LLC | 669 | $297.2K | 0.06% | +132+24.6% | Added |
| Court Place Advisors, LLC | 667 | $296.3K | 0.10% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 643 | $295.0K | 0.00% | −1,471−69.6% | Reduced |
| Change Path, LLC | 657 | $292.0K | 0.01% | −1,427−68.5% | Reduced |
| Raleigh Capital Management Inc. | 656 | $291.3K | 0.15% | +64+10.8% | Added |
| Prosperity Financial Group, Inc. | 655 | $291.0K | 0.26% | +49+8.1% | Added |
| Affinity Investment Advisors, LLC | 654 | $290.6K | 0.17% | +2+0.3% | Added |
| Richard W. Paul & Associates, LLC | 652 | $289.7K | 0.13% | +3+0.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 650 | $288.8K | 0.20% | 00.0% | Unchanged |
| CSS LLC | 650 | $288.8K | 0.02% | −150−18.8% | Reduced |
| IFP Advisors, Inc | 1,297 | $287.5K | 0.01% | −124−8.7% | Reduced |
| Indiana Trust & Investment Management CO | 645 | $286.6K | 0.15% | −382−37.2% | Reduced |
| Alliance Wealth Advisors, LLC | 645 | $286.6K | 0.20% | +124+23.8% | Added |
| Diligent Investors, LLC | 640 | $284.5K | 0.08% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 640 | $284.4K | 0.10% | +640 | New |
| Woodstock Corp | 640 | $284.3K | 0.03% | −6−0.9% | Reduced |
| Stratos Wealth Advisors, LLC | 638 | $283.6K | 0.02% | −12−1.8% | Reduced |
| Strategic Blueprint, LLC | 635 | $281.9K | 0.03% | −75−10.6% | Reduced |
| Arkadios Wealth Advisors | 631 | $280.5K | 0.03% | −188−23.0% | Reduced |
| Bradley Foster & Sargent Inc | 631 | $280.3K | 0.01% | −199−24.0% | Reduced |
| Saranac Partners Ltd | 630 | $279.9K | 0.15% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 629 | $279.5K | 0.03% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 627 | $278.6K | 0.05% | +155+32.8% | Added |
| Washington Capital Management Inc | 625 | $277.7K | 0.24% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 622 | $276.3K | 0.01% | −21−3.3% | Reduced |
| Family Firm, Inc. | 621 | $276.1K | 0.07% | +1+0.2% | Added |
| Charter Trust Co | 620 | $275.5K | 0.02% | −355−36.4% | Reduced |
| Client 1st Advisory Group, LLC | 620 | $275.5K | 0.15% | −278−31.0% | Reduced |
| Truvestments Capital LLC | 618 | $274.7K | 0.14% | −30−4.6% | Reduced |