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 |
|---|---|---|---|---|---|
| City State Bank | 122 | $54.0K | 0.03% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 115 | $53.2K | 0.02% | 00.0% | Unchanged |
| Steward Financial Group LLC | 121 | $53.0K | 0.02% | −21−14.8% | Reduced |
| M&R Capital Management Inc | 115 | $51.1K | 0.01% | 00.0% | Unchanged |
| Motco | 110 | $48.9K | 0.00% | +25+29.4% | Added |
| MCF Advisors LLC | 110 | $48.9K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 109 | $48.4K | 0.02% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 106 | $47.0K | 0.01% | −20−15.9% | Reduced |
| Northwest Investment Counselors, LLC | 105 | $46.6K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 103 | $45.8K | 0.02% | +12+13.2% | Added |
| RFP Financial Group LLC | 103 | $45.8K | 0.02% | +5+5.1% | Added |
| Arcadia Investment Management Corp | 100 | $44.4K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 99 | $44.0K | 0.03% | −7−6.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 99 | $43.8K | 0.02% | +52+110.6% | Added |
| Financial Management Professionals, Inc. | 97 | $43.0K | 0.01% | −35−26.5% | Reduced |
| Sutton Wealth Advisors Inc. | 92 | $40.9K | 0.02% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 89 | $39.7K | 0.01% | +89 | New |
| Piscataqua Savings Bank | 88 | $39.1K | 0.03% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 87 | $39.0K | 0.02% | −45,763−99.8% | Reduced |
| Tyler-Stone Wealth Management | 88 | $39.0K | 0.02% | +88 | New |
| Plante Moran Financial Advisors, LLC | 84 | $37.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 80 | $35.5K | 0.00% | −7−8.0% | Reduced |
| Johnson Financial Group, Inc. | 79 | $35.1K | 0.00% | +22+38.6% | Added |
| Farmers & Merchants Investments Inc | 75 | $33.3K | 0.00% | −28−27.2% | Reduced |
| General Partner, Inc. | 75 | $33.3K | 0.03% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 74 | $33.2K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 70 | $31.1K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 70 | $31.1K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 70 | $31.1K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 70 | $31.0K | 0.00% | +70 | New |
| WR Wealth Planners, LLC | 68 | $30.2K | 0.01% | +33+94.3% | Added |
| O'Dell Group, LLC | 68 | $30.2K | 0.01% | +68 | New |
| Ogorek Anthony Joseph | 68 | $30.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 67 | $29.8K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 66 | $29.3K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 65 | $28.9K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 64 | $28.4K | 0.01% | +2+3.2% | Added |
| Kenfarb & Co. | 62 | $27.5K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 61 | $27.1K | 0.00% | −24−28.2% | Reduced |
| Register Financial Advisors LLC | 61 | $27.1K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 61 | $27.0K | 0.00% | +17+38.6% | Added |
| Tompkins Financial Corp | 59 | $26.2K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 59 | $26.1K | 0.00% | +1+1.7% | Added |
| Focused Wealth Management, Inc | 57 | $25.4K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 56 | $24.9K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 55 | $24.6K | 0.00% | +40+266.7% | Added |
| J.Safra Asset Management Corp | 55 | $24.4K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 53 | $23.6K | 0.00% | −28−34.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 49 | $21.8K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 46 | $20.4K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 46 | $20.4K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 46 | $20.4K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 45 | $20.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 45 | $20.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 35 | $18.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 40 | $17.8K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 40 | $17.8K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 40 | $17.8K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 39 | $17.3K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 38 | $17.0K | 0.00% | −8−17.4% | Reduced |
| Atwood & Palmer Inc | 37 | $16.4K | 0.00% | 00.0% | Unchanged |
| Systematic Financial Management LP | 36 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 36 | $16.0K | 0.00% | +3+9.1% | Added |
| PSI Advisors, LLC | 35 | $15.6K | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 34 | $15.0K | 0.00% | −2−5.6% | Reduced |
| KB Financial Partners, LLC | 31 | $14.0K | 0.00% | −345−91.8% | Reduced |
| Gradient Investments LLC | 31 | $13.8K | 0.00% | +18+138.5% | Added |
| Gleason Group, Inc. | 30 | $13.5K | 0.00% | −12−28.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 30 | $13.3K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 29 | $12.9K | 0.00% | +29 | New |
| Pinnacle Bancorp, Inc. | 29 | $12.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 29 | $12.9K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 29 | $12.8K | 0.00% | −18−38.3% | Reduced |
| Tortoise Investment Management, LLC | 28 | $12.4K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 26 | $11.6K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 26 | $11.6K | 0.00% | +26 | New |
| Coppell Advisory Solutions LLC | 26 | $11.4K | 0.00% | +26 | New |
| PFS Partners, LLC | 25 | $11.1K | 0.01% | +25 | New |
| Norwood Financial Corp | 25 | $11.1K | 0.02% | 00.0% | Unchanged |
| Bollard Group LLC | 25 | $11.0K | 0.00% | +25 | New |
| Cornerstone Planning Group LLC | 24 | $10.7K | 0.00% | +24 | New |
| Distillate Capital Partners LLC | 23 | $10.2K | 3.31% | +23 | New |
| Worth Asset Management, LLC | 22 | $9.77K | 0.01% | +22 | New |
| Lee Financial Co | 20 | $8.89K | 0.00% | −11−35.5% | Reduced |
| Beacon Capital Management, LLC | 20 | $8.89K | 0.00% | +14+233.3% | Added |
| Carmel Capital Partners, LLC | 19 | $8.44K | 0.00% | −183−90.6% | Reduced |
| Creative Capital Management Investments LLC | 19 | $8.44K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 19 | $8.44K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 19 | $8.44K | 0.00% | +19 | New |
| Glass Jacobson Investment Advisors llc | 18 | $8.00K | 0.00% | +18 | New |
| Disciplined Investments, LLC | 16 | $7.11K | 0.00% | −1−5.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 16 | $7.11K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 16 | $7.11K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 16 | $7.11K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 16 | $7.11K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 15 | $6.67K | 0.00% | −10−40.0% | Reduced |
| Morton Brown Family Wealth, LLC | 14 | $6.22K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 13 | $5.78K | 0.00% | +2+18.2% | Added |
| SOA Wealth Advisors, LLC. | 11 | $4.93K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 11 | $4.89K | 0.00% | 00.0% | Unchanged |