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 |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLC | 479 | $212.7K | 0.02% | −4−0.8% | Reduced |
| TCI Wealth Advisors, Inc. | 473 | $210.2K | 0.03% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 473 | $210.1K | 0.04% | −250−34.6% | Reduced |
| Shulman DeMeo Asset Management LLC | 471 | $209.4K | 0.06% | −16−3.3% | Reduced |
| Carret Asset Management, LLC | 470 | $208.8K | 0.03% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 465 | $206.6K | 0.02% | −14−2.9% | Reduced |
| Boston Financial Mangement LLC | 463 | $205.7K | 0.01% | +463 | New |
| Phillips Financial Management, LLC | 463 | $205.7K | 0.02% | +9+2.0% | Added |
| Evoke Wealth, LLC | 462 | $205.4K | 0.01% | +462 | New |
| Forum Private Client Group LLC | 462 | $205.3K | 0.12% | −1−0.2% | Reduced |
| Scarborough Advisors, LLC | 459 | $203.9K | 0.05% | +459 | New |
| Invesco, LLC | 459 | $203.9K | 0.10% | +459 | New |
| Marcum Wealth, LLC | 458 | $203.5K | 0.02% | +458 | New |
| AIMZ Investment Advisors, LLC | 456 | $202.6K | 0.09% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 431 | $201.7K | 0.02% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 452 | $200.8K | 0.06% | −3−0.7% | Reduced |
| Trust Investment Advisors | 452 | $200.8K | 0.16% | 00.0% | Unchanged |
| CVA Family Office, LLC | 446 | $198.2K | 0.04% | −73−14.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 435 | $193.0K | 0.01% | −202−31.7% | Reduced |
| Colonial Trust Advisors | 431 | $191.5K | 0.02% | −1−0.2% | Reduced |
| Parkside Financial Bank & Trust | 419 | $186.2K | 0.04% | +13+3.2% | Added |
| Washington Trust Co | 417 | $185.3K | 0.01% | +3+0.7% | Added |
| Covestor Ltd | 407 | $181.0K | 0.14% | −20−4.7% | Reduced |
| Avalon Trust Co | 400 | $177.7K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 386 | $171.4K | 0.06% | −29−7.0% | Reduced |
| Atticus Wealth Management, LLC | 385 | $170.9K | 0.06% | −121−23.9% | Reduced |
| Hartford Financial Management Inc. | 380 | $168.8K | 0.04% | 00.0% | Unchanged |
| Jackson Square Partners, LLC | 380 | $168.8K | 0.00% | −354−48.2% | Reduced |
| Evolution Advisers, Inc. | 380 | $168.0K | 0.12% | +227+148.4% | Added |
| Delta Asset Management LLC | 370 | $164.4K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 365 | $162.0K | 0.11% | −5−1.4% | Reduced |
| JJJ Advisors Inc. | 363 | $161.3K | 0.04% | +86+31.0% | Added |
| Farther Finance Advisors, LLC | 361 | $160.4K | 0.04% | −10−2.7% | Reduced |
| Spotlight Asset Group, Inc. | 361 | $160.4K | 0.14% | +361 | New |
| MV Capital Management, Inc. | 360 | $159.9K | 0.02% | −4−1.1% | Reduced |
| Allianz Asset Management GmbH | 352,433 | $156.6K | 0.00% | −197,330−35.9% | Reduced |
| Lindbrook Capital, LLC | 352 | $156.4K | 0.02% | +90+34.4% | Added |
| Center for Financial Planning, Inc. | 349 | $155.1K | 0.03% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 347 | $154.2K | 0.01% | −2,666−88.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 343 | $152.4K | 0.00% | +100+41.2% | Added |
| Private Ocean, LLC | 327 | $145.4K | 0.02% | +100+44.1% | Added |
| DB Wealth Management Group, LLC | 327 | $145.3K | 0.09% | 00.0% | Unchanged |
| American National Bank | 317 | $140.8K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 309 | $137.0K | 0.06% | −158−33.8% | Reduced |
| Zions Bancorporation, N.A. | 306 | $136.0K | 0.01% | −280−47.8% | Reduced |
| Mechanics Financial Corp | 306 | $136.0K | 0.07% | 00.0% | Unchanged |
| Monetary Management Group Inc | 300 | $133.3K | 0.04% | +50+20.0% | Added |
| Washington Trust Advisors, Inc. | 299 | $132.8K | 0.01% | +18+6.4% | Added |
| West Paces Advisors Inc. | 291 | $129.3K | 0.04% | −45−13.4% | Reduced |
| Headlands Technologies LLC | 281 | $124.8K | 0.04% | +281 | New |
| Independence Bank of Kentucky | 271 | $120.4K | 0.05% | +73+36.9% | Added |
| AllSquare Wealth Management LLC | 260 | $114.8K | 0.07% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 258 | $114.8K | 0.06% | +258 | New |
| Silvant Capital Management LLC | 257 | $114.2K | 0.01% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 256 | $114.1K | 0.07% | +256 | New |
| Hanson & Doremus Investment Management | 255 | $113.0K | 0.02% | 00.0% | Unchanged |
| West Oak Capital, LLC | 250 | $111.1K | 0.05% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 244 | $108.4K | 0.02% | +244 | New |
| Investors Research Corp | 235 | $104.4K | 0.03% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 232 | $103.1K | 0.03% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 227 | $101.0K | 0.02% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 218 | $96.9K | 0.04% | +218 | New |
| Jones Financial Companies LLLP | 216 | $96.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 211 | $94.0K | 0.01% | +200+1,818.2% | Added |
| AlphaMark Advisors, LLC | 205 | $91.0K | 0.04% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 202 | $89.7K | 0.04% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 201 | $89.0K | 0.02% | −228−53.1% | Reduced |
| Tradition Wealth Management, LLC | 201 | $89.0K | 0.01% | +10+5.2% | Added |
| Ancora Advisors, LLC | 199 | $88.4K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 196 | $87.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 195 | $86.0K | 0.01% | +100+105.3% | Added |
| Sugarloaf Wealth Management, LLC | 192 | $85.4K | 0.02% | +35+22.3% | Added |
| Cambridge Trust Co | 184 | $81.7K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 182 | $80.9K | 0.02% | −1−0.5% | Reduced |
| Tilia Fiduciary Partners, Inc. | 180 | $80.0K | 0.07% | −26−12.6% | Reduced |
| First Command Bank | 180 | $80.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 180 | $80.0K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 175 | $77.8K | 0.00% | −80−31.4% | Reduced |
| Eagle Bay Advisors LLC | 172 | $76.5K | 0.04% | −3−1.7% | Reduced |
| Central Bank & Trust Co | 168 | $74.6K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 164 | $72.9K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 154 | $68.4K | 0.02% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 151 | $67.1K | 0.03% | −12−7.4% | Reduced |
| Highlander Capital Management, LLC | 150 | $67.0K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 150 | $66.6K | 0.02% | −19−11.2% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 150 | $66.6K | 0.04% | −1−0.7% | Reduced |
| Optimum Investment Advisors | 150 | $66.6K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 150 | $66.6K | 0.04% | 00.0% | Unchanged |
| Credit Agricole S A | 149 | $66.2K | 0.00% | +73+96.1% | Added |
| Coston, McIsaac & Partners | 150 | $66.0K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 148 | $65.8K | 0.02% | +142+2,366.7% | Added |
| Core Alternative Capital | 146 | $64.9K | 0.01% | −169−53.7% | Reduced |
| Tacita Capital Inc | 141 | $63.0K | 0.05% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 140 | $62.2K | 0.02% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 134 | $59.0K | 0.03% | −1,340−90.9% | Reduced |
| Key Financial Inc | 130 | $57.8K | 0.02% | +24+22.6% | Added |
| Oakworth Capital, Inc. | 129 | $57.3K | 0.00% | +19+17.3% | Added |
| Islay Capital Management, LLC | 127 | $56.4K | 0.05% | 00.0% | Unchanged |
| West Tower Group, LLC | 123 | $54.6K | 0.04% | +123 | New |
| Riverview Trust Co | 122 | $54.2K | 0.05% | −59−32.6% | Reduced |