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 |
|---|---|---|---|---|---|
| Jackson Wealth Management, LLC | 5,308 | $2.36M | 0.35% | −83−1.5% | Reduced |
| Madison Wealth Management | 5,267 | $2.34M | 0.47% | +200+3.9% | Added |
| Keudell/Morrison Wealth Management | 5,266 | $2.34M | 0.67% | +9+0.2% | Added |
| Cipher Capital LP | 5,248 | $2.33M | 0.40% | +5,248 | New |
| Jackson Hole Capital Partners, LLC | 5,187 | $2.30M | 0.63% | −489−8.6% | Reduced |
| Legacy Trust | 5,183 | $2.30M | 0.63% | +7+0.1% | Added |
| Heritage Wealth Advisors | 5,147 | $2.29M | 0.12% | +5+0.1% | Added |
| Stonebridge Capital Advisors LLC | 5,141 | $2.28M | 0.24% | −335−6.1% | Reduced |
| Greenfield Savings Bank | 5,123 | $2.28M | 1.54% | +77+1.5% | Added |
| Delta Capital Management LLC | 5,090 | $2.26M | 1.56% | −50−1.0% | Reduced |
| MAI Capital Management | 5,057 | $2.25M | 0.03% | −30−0.6% | Reduced |
| Clough Capital Partners L P | 5,000 | $2.22M | 0.22% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 5,000 | $2.22M | 0.27% | +1,000+25.0% | Added |
| Oliver Luxxe Assets LLC | 4,960 | $2.20M | 0.55% | −1,287−20.6% | Reduced |
| Kestra Private Wealth Services, LLC | 4,930 | $2.19M | 0.07% | +64+1.3% | Added |
| Voya Financial Advisors, Inc. | 4,953 | $2.18M | 0.25% | +327+7.1% | Added |
| Susquehanna Fundamental Investments, LLC | 4,900 | $2.18M | 0.08% | 00.0% | Unchanged |
| Stevens Capital Management LP | 4,888 | $2.17M | 0.45% | +2,018+70.3% | Added |
| Raymond James Trust N.A. | 4,878 | $2.17M | 0.06% | −200−3.9% | Reduced |
| TrinityPoint Wealth, LLC | 4,845 | $2.15M | 0.42% | −21−0.4% | Reduced |
| Capital International Sarl | 4,840 | $2.15M | 0.10% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 4,800 | $2.13M | 0.57% | +891+22.8% | Added |
| Intrust Bank NA | 4,764 | $2.12M | 0.26% | +25+0.5% | Added |
| Machina Capital S.A.S. | 4,725 | $2.10M | 1.19% | +4,314+1,049.6% | Added |
| Essex Financial Services, Inc. | 4,718 | $2.10M | 0.24% | −1,770−27.3% | Reduced |
| Alpha DNA Investment Management LLC | 4,710 | $2.09M | 1.19% | +262+5.9% | Added |
| Mach-1 Financial Group, Inc. | 4,675 | $2.08M | 0.83% | +4,652+20,226.1% | Added |
| Empowered Funds, LLC | 4,650 | $2.07M | 0.07% | +762+19.6% | Added |
| EA Series Trust | 4,650 | $2.07M | 0.07% | +4,650 | New |
| Horizon Investment Services, LLC | 4,622 | $2.05M | 1.25% | +21+0.5% | Added |
| Sequoia Financial Advisors, LLC | 4,621 | $2.05M | 0.04% | +114+2.5% | Added |
| Savant Capital, LLC | 4,603 | $2.05M | 0.03% | +403+9.6% | Added |
| Strategic Financial Services, Inc, | 4,434 | $2.04M | 0.15% | −56−1.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 4,564 | $2.03M | 0.47% | +68+1.5% | Added |
| Walleye Capital LLC | 4,560 | $2.03M | 0.04% | +3,722+444.2% | Added |
| Bragg Financial Advisors, Inc | 4,530 | $2.01M | 0.11% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,519 | $2.01M | 0.05% | +189+4.4% | Added |
| Tokio Marine Asset Management Co Ltd | 4,512 | $2.00M | 0.13% | +107+2.4% | Added |
| AMG National Trust Bank | 4,492 | $2.00M | 0.07% | −290−6.1% | Reduced |
| Advisors Asset Management, Inc. | 4,488 | $1.99M | 0.04% | +111+2.5% | Added |
| Atlas Capital Advisors LLC | 4,451 | $1.98M | 0.30% | −46−1.0% | Reduced |
| Centiva Capital, LP | 4,435 | $1.97M | 0.10% | +4,435 | New |
| Atria Wealth Solutions, Inc. | 4,429 | $1.97M | 0.03% | +266+6.4% | Added |
| Lederer & Associates Investment Counsel | 4,371 | $1.94M | 1.47% | −39−0.9% | Reduced |
| Bleakley Financial Group, LLC | 4,370 | $1.94M | 0.06% | −5−0.1% | Reduced |
| Malaga Cove Capital, LLC | 4,349 | $1.93M | 0.89% | +49+1.1% | Added |
| CAPROCK Group, Inc. | 4,334 | $1.93M | 0.14% | −24−0.6% | Reduced |
| XTX Topco Ltd | 4,266 | $1.90M | 0.34% | +4,266 | New |
| Channing Global Advisors, LLC | 4,251 | $1.89M | 1.91% | −61−1.4% | Reduced |
| First Business Financial Services, Inc. | 4,244 | $1.89M | 0.23% | +30+0.7% | Added |
| Cetera Advisors LLC | 4,204 | $1.87M | 0.03% | +144+3.5% | Added |
| Johnson Investment Counsel Inc | 4,200 | $1.87M | 0.02% | −245−5.5% | Reduced |
| Benchmark Investment Advisors LLC | 4,199 | $1.87M | 1.72% | −45−1.1% | Reduced |
| Brighton Jones LLC | 4,186 | $1.86M | 0.09% | +98+2.4% | Added |
| Oak Associates, Ltd | 4,182 | $1.86M | 0.15% | −5−0.1% | Reduced |
| Cornercap Investment Counsel Inc | 4,177 | $1.86M | 0.32% | −88−2.1% | Reduced |
| Hofer & Associates. Inc | 4,170 | $1.85M | 1.78% | +267+6.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 4,162 | $1.85M | 0.09% | −391−8.6% | Reduced |
| Community Bank, N.A. | 4,150 | $1.84M | 0.24% | +862+26.2% | Added |
| Symmetry Partners, LLC | 4,131 | $1.83M | 0.10% | −524−11.3% | Reduced |
| Tufton Capital Management | 4,124 | $1.83M | 0.40% | −10−0.2% | Reduced |
| Toroso Investments, LLC | 4,119 | $1.83M | 0.05% | +688+20.1% | Added |
| Paralel Advisors LLC | 4,113 | $1.83M | 0.10% | +461+12.6% | Added |
| Sterling Investment Management, Inc. | 4,108 | $1.83M | 1.45% | −56−1.3% | Reduced |
| Comerica Securities,inc. | 4,093 | $1.82M | 0.13% | −15−0.4% | Reduced |
| Balyasny Asset Management LLC | 4,077 | $1.81M | 0.01% | +4,077 | New |
| Maven Securities LTD | 4,051 | $1.80M | 0.26% | +4,051 | New |
| Pensionfund Sabic | 4,050 | $1.80M | 0.60% | 00.0% | Unchanged |
| Magnetar Financial LLC | 4,040 | $1.79M | 0.04% | −3,126−43.6% | Reduced |
| Zurich Insurance Group Ltd | 4,000 | $1.78M | 0.02% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 3,980 | $1.77M | 0.10% | +753+23.3% | Added |
| Dorsey & Whitney Trust CO LLC | 3,975 | $1.77M | 0.15% | +68+1.7% | Added |
| UniSuper Management Pty Ltd | 3,971 | $1.76M | 0.02% | +3,971 | New |
| Csenge Advisory Group | 3,959 | $1.76M | 0.12% | −154−3.7% | Reduced |
| Anchor Investment Management, LLC | 3,949 | $1.75M | 0.22% | +166+4.4% | Added |
| Smith, Moore & Co. | 3,910 | $1.74M | 0.22% | −2−0.1% | Reduced |
| Vista Investment Management | 3,893 | $1.73M | 0.88% | −45−1.1% | Reduced |
| Barden Capital Management, Inc. | 3,889 | $1.73M | 1.90% | −299−7.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,880 | $1.72M | 1.12% | −200−4.9% | Reduced |
| FRG Family Wealth Advisors LLC | 3,870 | $1.72M | 0.38% | −22−0.6% | Reduced |
| ProVise Management Group, LLC | 3,856 | $1.71M | 0.16% | +22+0.6% | Added |
| Moloney Securities Asset Management, LLC | 3,803 | $1.69M | 0.30% | +101+2.7% | Added |
| Profund Advisors LLC | 3,778 | $1.68M | 0.09% | +61+1.6% | Added |
| Chesley Taft & Associates LLC | 3,771 | $1.68M | 0.10% | −70−1.8% | Reduced |
| Violich Capital Management, Inc. | 3,770 | $1.68M | 0.27% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 3,750 | $1.67M | 1.18% | +3,750 | New |
| Hancock Whitney Corp | 3,745 | $1.66M | 0.07% | +55+1.5% | Added |
| Archford Capital Strategies, LLC | 3,510 | $1.65M | 0.31% | −44−1.2% | Reduced |
| Redwood Investment Management, LLC | 3,719 | $1.65M | 0.17% | +3,719 | New |
| Quantinno Capital Management LP | 3,715 | $1.65M | 0.09% | −2,233−37.5% | Reduced |
| Integrated Advisors Network LLC | 3,714 | $1.65M | 0.10% | +165+4.6% | Added |
| DB Fitzpatrick & Co, Inc | 3,713 | $1.65M | 1.74% | +263+7.6% | Added |
| Meeder Advisory Services, Inc. | 3,697 | $1.64M | 0.18% | −376−9.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,695 | $1.64M | 0.47% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 3,667 | $1.63M | 0.06% | +2,574+235.5% | Added |
| Uncommon Cents Investing LLC | 3,650 | $1.62M | 0.57% | −20−0.5% | Reduced |
| Signaturefd, LLC | 3,644 | $1.62M | 0.04% | +447+14.0% | Added |
| Cohen Klingenstein LLC | 3,600 | $1.60M | 0.07% | 00.0% | Unchanged |
| Wedbush Securities Inc | 3,569 | $1.59M | 0.08% | +151+4.4% | Added |
| Coldstream Capital Management Inc | 3,554 | $1.58M | 0.05% | −177−4.7% | Reduced |