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 | 1,703 | $107.2B |
| Q2 2024 | 1,713 | $112.7B |
| Q1 2024 | 1,673 | $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 | 1,551 | $108.8B |
| Q3 2022 | 1,449 | $97.0B |
| Q2 2022 | 1,444 | $103.2B |
| Q1 2022 | 1,424 | $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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 9,105 | $4.05M | 0.18% | −219−2.3% | Reduced |
| Burney Co | 9,091 | $4.04M | 0.19% | −575−5.9% | Reduced |
| Vontobel Holding Ltd. | 9,054 | $4.02M | 0.04% | −6,800−42.9% | Reduced |
| Tandem Capital Management Corp | 9,052 | $4.02M | 2.62% | +30.0% | Added |
| Strategy Asset Managers LLC | 8,963 | $3.98M | 0.88% | +1,243+16.1% | Added |
| Kingswood Wealth Advisors, LLC | 8,940 | $3.97M | 1.27% | +8,940 | New |
| Armstrong Shaw Associates Inc | 8,845 | $3.93M | 4.00% | −1,330−13.1% | Reduced |
| McKinley Capital Management LLC /Delaware | 8,830 | $3.92M | 0.52% | −9,980−53.1% | Reduced |
| FORA Capital, LLC | 8,778 | $3.90M | 0.55% | +3,004+52.0% | Added |
| Point72 Asset Management, L.P. | 8,747 | $3.89M | 0.01% | −287,021−97.0% | Reduced |
| Ergoteles LLC | 8,731 | $3.88M | 0.19% | +6,075+228.7% | Added |
| Scholtz & Company, LLC | 8,705 | $3.87M | 2.42% | −84−1.0% | Reduced |
| Tocqueville Asset Management L.P. | 8,651 | $3.84M | 0.07% | −85−1.0% | Reduced |
| Veritable, L.P. | 8,582 | $3.81M | 0.06% | −435−4.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,510 | $3.78M | 0.28% | +12+0.1% | Added |
| Benedict Financial Advisors Inc | 8,465 | $3.76M | 1.03% | −41−0.5% | Reduced |
| Wright Investors Service Inc | 8,385 | $3.73M | 1.05% | −27−0.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 8,295 | $3.69M | 0.12% | −7−0.1% | Reduced |
| Wetherby Asset Management Inc | 8,282 | $3.68M | 0.20% | +39+0.5% | Added |
| Guardian Capital Advisors LP | 8,829 | $3.66M | 0.42% | −75−0.8% | Reduced |
| Synovus Financial Corp | 8,171 | $3.63M | 0.04% | +9+0.1% | Added |
| Beacon Pointe Advisors, LLC | 8,170 | $3.63M | 0.06% | −1,145−12.3% | Reduced |
| Oppenheimer Asset Management Inc. | 8,048 | $3.58M | 0.05% | +4,327+116.3% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $3.55M | 0.99% | 00.0% | Unchanged |
| Umb Bank N A | 7,931 | $3.52M | 0.05% | −19,442−71.0% | Reduced |
| LMR Partners LLP | 7,887 | $3.50M | 0.08% | +1,599+25.4% | Added |
| Greystone Financial Group, LLC | 7,857 | $3.49M | 0.81% | +7,857 | New |
| Timber Creek Capital Management LLC | 7,824 | $3.48M | 1.20% | +738+10.4% | Added |
| Stanley-Laman Group, Ltd. | 7,809 | $3.47M | 0.57% | +648+9.0% | Added |
| Richard Bernstein Advisors LLC | 7,725 | $3.43M | 0.07% | −1,135−12.8% | Reduced |
| Duncker Streett & Co Inc | 7,692 | $3.42M | 0.76% | 00.0% | Unchanged |
| Empirical Finance, LLC | 7,572 | $3.36M | 0.26% | +817+12.1% | Added |
| Asio Capital, LLC | 7,557 | $3.36M | 0.82% | +720+10.5% | Added |
| Guggenheim Capital LLC | 7,554 | $3.36M | 0.03% | +17+0.2% | Added |
| Gotham Asset Management, LLC | 7,548 | $3.35M | 0.07% | +1,039+16.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,478 | $3.32M | 0.09% | −29−0.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 7,447 | $3.31M | 0.13% | +496+7.1% | Added |
| Beverly Hills Private Wealth, LLC | 7,126 | $3.30M | 0.54% | +3,703+108.2% | Added |
| Greenleaf Trust | 7,377 | $3.28M | 0.03% | +314+4.4% | Added |
| Jump Financial, LLC | 7,296 | $3.24M | 0.12% | −1,504−17.1% | Reduced |
| Argent Trust Co | 7,289 | $3.24M | 0.18% | +150+2.1% | Added |
| Garrison Bradford & Associates Inc | 7,258 | $3.23M | 3.90% | +10.0% | Added |
| Gluskin Sheff & Assoc Inc | 7,228 | $3.21M | 0.19% | −33−0.5% | Reduced |
| Mitchell Capital Management Co | 7,185 | $3.19M | 0.73% | +24+0.3% | Added |
| Vinva Investment Management Ltd | 7,174 | $3.16M | 0.28% | −1,008−12.3% | Reduced |
| First Hawaiian Bank | 7,060 | $3.14M | 0.10% | −367−4.9% | Reduced |
| Foundations Investment Advisors, LLC | 7,038 | $3.13M | 0.10% | +3,049+76.4% | Added |
| AIA Group Ltd | 7,000 | $3.11M | 0.15% | +6,249+832.1% | Added |
| Strategic Wealth Partners, Ltd. | 6,991 | $3.11M | 0.40% | +6,367+1,020.4% | Added |
| AustralianSuper Pty Ltd | 6,882 | $3.06M | 0.02% | +6,882 | New |
| Bull Street Advisors, LLC | 6,877 | $3.06M | 1.57% | −30.0% | Reduced |
| Transform Wealth, LLC | 6,863 | $3.05M | 0.27% | −76−1.1% | Reduced |
| Westpac Banking Corp | 6,838 | $3.04M | 0.21% | −61,437−90.0% | Reduced |
| YHB Investment Advisors, Inc. | 6,805 | $3.02M | 0.28% | 00.0% | Unchanged |
| Blair William & Co | 6,788 | $3.02M | 0.01% | +1,251+22.6% | Added |
| Capstone Investment Advisors, LLC | 6,663 | $2.96M | 0.09% | +2,859+75.2% | Added |
| Pinkerton Retirement Specialists, LLC | 6,631 | $2.95M | 0.58% | −2,791−29.6% | Reduced |
| Buffington Mohr McNeal | 6,628 | $2.94M | 0.64% | +2,798+73.1% | Added |
| Trivant Custom Portfolio Group, LLC | 6,584 | $2.93M | 2.06% | +82+1.3% | Added |
| Bailard, Inc. | 6,577 | $2.92M | 0.10% | −4,956−43.0% | Reduced |
| Virtu Financial LLC | 6,570 | $2.92M | 0.22% | +6,570 | New |
| Family Legacy, Inc. | 6,510 | $2.89M | 1.16% | −16−0.2% | Reduced |
| KCS Wealth Advisory | 6,479 | $2.88M | 1.00% | +497+8.3% | Added |
| La Banque Postale Asset Management SA | 6,471 | $2.88M | 0.07% | −7,237−52.8% | Reduced |
| Neo Ivy Capital Management | 6,411 | $2.85M | 1.50% | +6,411 | New |
| Pegasus Asset Management, Inc. | 6,391 | $2.84M | 1.26% | +77+1.2% | Added |
| James Investment Research Inc | 6,385 | $2.84M | 0.36% | −245−3.7% | Reduced |
| RDA Financial Network | 6,310 | $2.80M | 1.18% | −11−0.2% | Reduced |
| Fort Washington Investment Advisors Inc | 6,309 | $2.80M | 0.02% | −200−3.1% | Reduced |
| Lakeview Capital Partners, LLC | 6,250 | $2.78M | 0.52% | +410+7.0% | Added |
| IMA Wealth, Inc. | 6,123 | $2.72M | 0.70% | +890+17.0% | Added |
| Alamar Capital Management, LLC | 6,101 | $2.71M | 1.99% | +445+7.9% | Added |
| Ieq Capital, LLC | 6,088 | $2.70M | 0.05% | −2,210−26.6% | Reduced |
| Moody National Bank Trust Division | 6,054 | $2.69M | 0.18% | +115+1.9% | Added |
| Kempen Capital Management N.V. | 6,043 | $2.68M | 0.05% | −1,613−21.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,030 | $2.68M | 0.96% | +10.0% | Added |
| Everence Capital Management Inc | 5,910 | $2.65M | 0.22% | 00.0% | Unchanged |
| Regions Financial Corp | 5,931 | $2.64M | 0.02% | −749−11.2% | Reduced |
| CWM, LLC | 5,922 | $2.63M | 0.02% | +472+8.7% | Added |
| Edmp, Inc. | 5,918 | $2.63M | 2.50% | −33−0.6% | Reduced |
| Princeton Global Asset Management LLC | 5,831 | $2.59M | 0.76% | −299−4.9% | Reduced |
| Occudo Quantitative Strategies LP | 5,712 | $2.54M | 0.26% | +5,712 | New |
| Parallax Volatility Advisers, L.P. | 5,652 | $2.51M | 0.09% | −14,255−71.6% | Reduced |
| D.A. Davidson & Co. | 5,651 | $2.51M | 0.03% | −392−6.5% | Reduced |
| Endurant Capital Management LP | 5,636 | $2.50M | 3.23% | −31,690−84.9% | Reduced |
| Sawtooth Solutions, LLC | 5,598 | $2.49M | 0.07% | +581+11.6% | Added |
| Veriti Management LLC | 5,592 | $2.48M | 0.28% | −395−6.6% | Reduced |
| Advisory Services Network, LLC | 5,553 | $2.47M | 0.07% | −251−4.3% | Reduced |
| Old National Bancorp | 5,543 | $2.46M | 0.07% | −1,599−22.4% | Reduced |
| Avantax Advisory Services, Inc. | 5,527 | $2.46M | 0.03% | +83+1.5% | Added |
| Oppenheimer & Co Inc | 5,510 | $2.45M | 0.05% | −1,262−18.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,499 | $2.44M | 0.26% | +5,499 | New |
| Bangor Savings Bank | 5,436 | $2.42M | 0.27% | +33+0.6% | Added |
| Chemistry Wealth Management LLC | 5,428 | $2.41M | 0.78% | +128+2.4% | Added |
| Legato Capital Management LLC | 5,427 | $2.41M | 0.33% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 5,423 | $2.41M | 0.10% | −992−15.5% | Reduced |
| Jag Capital Management, LLC | 5,385 | $2.39M | 0.28% | −29−0.5% | Reduced |
| Valeo Financial Advisors, LLC | 5,368 | $2.38M | 0.11% | +189+3.6% | Added |
| Liberty One Investment Management, LLC | 5,319 | $2.36M | 0.31% | +237+4.7% | Added |
| Tower Research Capital LLC (TRC) | 5,308 | $2.36M | 0.08% | +882+19.9% | Added |