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 |
|---|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 616 | $273.7K | 0.01% | −4,657−88.3% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 616 | $273.3K | 0.06% | +123+24.9% | Added |
| Montag A & Associates Inc | 615 | $273.0K | 0.02% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 613 | $272.4K | 0.25% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 613 | $272.4K | 0.00% | +125+25.6% | Added |
| Ignite Planners, LLC | 633 | $271.8K | 0.10% | +140+28.4% | Added |
| Enterprise Financial Services Corp | 611 | $271.6K | 0.17% | +63+11.5% | Added |
| Patron Partners Advisors, LLC | 605 | $268.8K | 0.19% | +86+16.6% | Added |
| Alta Advisers Ltd | 600 | $266.6K | 0.15% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 596 | $264.8K | 0.03% | −177−22.9% | Reduced |
| New England Capital Financial Advisors LLC | 595 | $264.4K | 0.17% | 00.0% | Unchanged |
| Claro Advisors LLC | 595 | $264.4K | 0.07% | +120+25.3% | Added |
| Morris Retirement Advisors, LLC | 595 | $264.4K | 0.18% | −13−2.1% | Reduced |
| E Fund Management Co., Ltd. | 595 | $264.0K | 0.02% | −63−9.6% | Reduced |
| First National Bank | 593 | $263.5K | 0.22% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 592 | $263.4K | 0.00% | +529+839.7% | Added |
| Creative Financial Designs Inc | 591 | $262.4K | 0.03% | +1+0.2% | Added |
| Catalyst Financial Partners LLC | 589 | $261.7K | 0.09% | +50+9.3% | Added |
| AdvisorNet Financial, Inc | 588 | $261.2K | 0.02% | −7−1.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 586 | $260.4K | 0.02% | −62−9.6% | Reduced |
| Fairhaven Wealth Management, LLC | 586 | $260.4K | 0.10% | +586 | New |
| Arete Wealth Advisors, LLC | 586 | $260.0K | 0.02% | −147−20.1% | Reduced |
| Atlantic Union Bankshares Corp | 583 | $259.0K | 0.03% | −50−7.9% | Reduced |
| FourThought Financial Partners, LLC | 580 | $257.7K | 0.03% | −53−8.4% | Reduced |
| Courier Capital LLC | 580 | $257.7K | 0.02% | 00.0% | Unchanged |
| Spinnaker Trust | 580 | $257.7K | 0.02% | 00.0% | Unchanged |
| Weil Company, Inc. | 580 | $257.7K | 0.11% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 579 | $257.2K | 0.08% | 00.0% | Unchanged |
| BSW Wealth Partners | 576 | $255.9K | 0.05% | −11−1.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 576 | $255.8K | 0.11% | +57+11.0% | Added |
| Old Mission Investment Co LLC | 575 | $255.5K | 0.09% | 00.0% | Unchanged |
| Provence Wealth Management Group | 574 | $255.0K | 0.15% | −49−7.9% | Reduced |
| Berkshire Asset Management LLC | 573 | $254.6K | 0.02% | −29−4.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 572 | $254.1K | 0.03% | −90−13.6% | Reduced |
| First Bank & Trust | 571 | $253.7K | 0.06% | −66−10.4% | Reduced |
| Caldwell Trust Co | 569 | $252.8K | 0.03% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 568 | $252.4K | 0.04% | −2,858−83.4% | Reduced |
| Deseret Mutual Benefit Administrators | 566 | $251.5K | 0.10% | 00.0% | Unchanged |
| Insight Folios Inc | 566 | $251.5K | 0.11% | +566 | New |
| Alpha Family Trust | 565 | $251.0K | 0.18% | +125+28.4% | Added |
| Osborne Partners Capital Management, LLC | 561 | $249.2K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 560 | $249.0K | 0.01% | +560 | New |
| McElhenny Sheffield Capital Management, LLC | 560 | $248.8K | 0.11% | 00.0% | Unchanged |
| Wealthquest Corp | 560 | $248.8K | 0.03% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 559 | $248.4K | 0.14% | −40−6.7% | Reduced |
| Syntax Advisors, LLC | 559 | $248.4K | 0.20% | −40−6.7% | Reduced |
| Gilbert & Cook, Inc. | 559 | $248.4K | 0.04% | +559 | New |
| Drive Wealth Management, LLC | 558 | $248.0K | 0.09% | −107−16.1% | Reduced |
| Watershed Asset Management, L.L.C. | 558 | $247.9K | 0.31% | −11−1.9% | Reduced |
| LJI Wealth Management, LLC | 557 | $247.5K | 0.07% | 00.0% | Unchanged |
| DFPG Investments, LLC | 529 | $245.0K | 0.02% | +16+3.1% | Added |
| E&G Advisors, LP | 550 | $244.4K | 0.09% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 569 | $244.4K | 0.03% | −1,128−66.5% | Reduced |
| Proficio Capital Partners LLC | 546 | $242.4K | 0.03% | +39+7.7% | Added |
| SageView Advisory Group, LLC | 541 | $241.8K | 0.01% | −109−16.8% | Reduced |
| Addison Advisors LLC | 543 | $241.3K | 0.12% | −22−3.9% | Reduced |
| Edge Capital Group, LLC | 543 | $241.2K | 0.01% | +467+614.5% | Added |
| Founders Financial Alliance, LLC | 543 | $241.1K | 0.09% | +543 | New |
| Bridgeworth, LLC | 542 | $241.0K | 0.03% | +2+0.4% | Added |
| Annex Advisory Services, LLC | 541 | $240.4K | 0.01% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 541 | $240.4K | 0.08% | +4+0.7% | Added |
| Strategic Wealth Designers | 541 | $240.2K | 0.04% | +541 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 540 | $239.9K | 0.02% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 539 | $239.4K | 0.03% | +58+12.1% | Added |
| StrategIQ Financial Group, LLC | 532 | $236.4K | 0.03% | 00.0% | Unchanged |
| Renaissance Group LLC | 529 | $235.0K | 0.01% | +51+10.7% | Added |
| Avidian Wealth Solutions, LLC | 528 | $234.8K | 0.02% | +82+18.4% | Added |
| Fifth Third Wealth Advisors LLC | 526 | $233.7K | 0.15% | +526 | New |
| Summit Place Financial Advisors, LLC | 525 | $233.3K | 0.15% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 525 | $233.3K | 0.00% | +25+5.0% | Added |
| FSM Wealth Advisors, LLC | 534 | $232.2K | 0.12% | −104−16.3% | Reduced |
| Addison Capital Co | 522 | $232.0K | 0.17% | +62+13.5% | Added |
| Smith Anglin Financial, LLC | 522 | $232.0K | 0.03% | +522 | New |
| Koss-Olinger Consulting, LLC | 521 | $231.0K | 0.03% | 00.0% | Unchanged |
| Grove Bank & Trust | 517 | $229.7K | 0.05% | +14+2.8% | Added |
| Nwam LLC | 516 | $229.7K | 0.02% | +24+4.9% | Added |
| Thoroughbred Financial Services, LLC | 513 | $228.0K | 0.03% | −30−5.5% | Reduced |
| Old North State Trust, LLC | 513 | $228.0K | 0.17% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 511 | $227.0K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 506 | $224.8K | 0.09% | +1+0.2% | Added |
| International Assets Investment Management, LLC | 504 | $224.0K | 0.03% | +35+7.5% | Added |
| Baldwin Investment Management, LLC | 503 | $223.5K | 0.04% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 501 | $222.6K | 0.00% | −3,674−88.0% | Reduced |
| Harbour Capital Advisors, LLC | 500 | $222.2K | 0.07% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 500 | $222.1K | 0.05% | −73−12.7% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 500 | $222.1K | 0.04% | +500 | New |
| CTC Alternative Strategies, Ltd. | 500 | $222.1K | 0.28% | +500 | New |
| Wintrust Investments LLC | 500 | $222.0K | 0.02% | −8−1.6% | Reduced |
| Heritage Financial Services, LLC | 498 | $221.3K | 0.04% | +56+12.7% | Added |
| Walleye Trading LLC | 494 | $219.5K | 0.01% | −2,342−82.6% | Reduced |
| Regatta Capital Group, LLC | 490 | $217.7K | 0.07% | +490 | New |
| Hilltop Holdings Inc. | 487 | $216.4K | 0.03% | +7+1.5% | Added |
| Montz Harcus Wealth Management LLC | 486 | $216.0K | 0.18% | +486 | New |
| Formidable Asset Management, LLC | 487 | $216.0K | 0.05% | +1+0.2% | Added |
| Meridian Investment Counsel Inc. | 486 | $215.9K | 0.08% | 00.0% | Unchanged |
| Riverwater Partners LLC | 486 | $215.9K | 0.19% | +8+1.7% | Added |
| Relyea Zuckerberg Hanson LLC | 485 | $215.5K | 0.05% | +485 | New |
| Carr Financial Group Corp | 485 | $215.5K | 0.09% | −110−18.5% | Reduced |
| Orgel Wealth Management, LLC | 485 | $215.5K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 483 | $214.6K | 0.00% | −9−1.8% | Reduced |