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 |
|---|---|---|---|---|---|
| LRT Capital Management, LLC | 3,585 | $1.58M | 1.16% | +2,385+198.8% | Added |
| Granite Harbor Advisors, Inc. | 3,541 | $1.57M | 1.22% | −279−7.3% | Reduced |
| Desjardins Global Asset Management Inc. | 3,523 | $1.57M | 0.18% | +256+7.8% | Added |
| Robertson Stephens Wealth Management, LLC | 3,501 | $1.56M | 0.11% | +3,501 | New |
| Taika Capital, LP | 3,500 | $1.56M | 0.85% | +3,500 | New |
| Matisse Capital | 3,487 | $1.55M | 0.96% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 3,466 | $1.54M | 0.03% | +2,515+264.5% | Added |
| Bartlett & Co. Wealth Management LLC | 3,466 | $1.54M | 0.03% | +2,515+264.5% | Added |
| Foresight Global Investors, Inc. | 3,458 | $1.54M | 0.83% | 00.0% | Unchanged |
| Sabal Trust CO | 3,445 | $1.53M | 0.10% | +3,445 | New |
| Global Retirement Partners, LLC | 3,433 | $1.53M | 0.07% | +18+0.5% | Added |
| Ritholtz Wealth Management | 3,430 | $1.52M | 0.07% | +404+13.4% | Added |
| World Equity Group, Inc. | 3,406 | $1.51M | 0.45% | −13,572−79.9% | Reduced |
| Evergreen Wealth Management, LLC | 3,398 | $1.51M | 1.18% | +3,398 | New |
| Kornitzer Capital Management Inc | 3,379 | $1.50M | 0.03% | +4+0.1% | Added |
| Parallel Advisors, LLC | 3,374 | $1.50M | 0.05% | +265+8.5% | Added |
| Integrated Wealth Concepts LLC | 3,366 | $1.50M | 0.03% | +102+3.1% | Added |
| Haverford Trust Co | 3,359 | $1.49M | 0.02% | −39−1.1% | Reduced |
| Trail Ridge Investment Advisors, LLC | 3,336 | $1.48M | 0.91% | 00.0% | Unchanged |
| Genus Capital Management Inc. | 3,323 | $1.48M | 0.22% | +3,323 | New |
| Sentry LLC | 3,275 | $1.45M | 0.32% | −29−0.9% | Reduced |
| Lincoln National Corp | 3,253 | $1.45M | 0.03% | +756+30.3% | Added |
| Mount Yale Investment Advisors, LLC | 3,241 | $1.44M | 0.15% | +51+1.6% | Added |
| Golden State Equity Partners | 3,219 | $1.43M | 0.40% | +396+14.0% | Added |
| Pinnacle Associates Ltd | 3,179 | $1.41M | 0.02% | +627+24.6% | Added |
| Miracle Mile Advisors, LLC | 3,171 | $1.41M | 0.04% | −399−11.2% | Reduced |
| New England Research & Management, Inc. | 3,125 | $1.39M | 0.81% | −365−10.5% | Reduced |
| Lido Advisors, LLC | 3,117 | $1.38M | 0.02% | +622+24.9% | Added |
| Steward Partners Investment Advisory, LLC | 3,111 | $1.38M | 0.02% | −33−1.0% | Reduced |
| Pinnacle Financial Partners Inc | 3,098 | $1.38M | 0.03% | +13+0.4% | Added |
| Fund Management at Engine No. 1 LLC | 3,086 | $1.37M | 0.25% | +189+6.5% | Added |
| Wealth Architects, LLC | 3,060 | $1.36M | 0.22% | −44−1.4% | Reduced |
| Leavell Investment Management, Inc. | 3,053 | $1.36M | 0.09% | −134−4.2% | Reduced |
| Resources Investment Advisors, LLC. | 3,045 | $1.35M | 0.03% | −339−10.0% | Reduced |
| Qtron Investments LLC | 3,044 | $1.35M | 0.26% | +120+4.1% | Added |
| Searle & Co. | 2,865 | $1.35M | 0.42% | +75+2.7% | Added |
| RMB Capital Management, LLC | 3,040 | $1.35M | 0.04% | −185−5.7% | Reduced |
| Toth Financial Advisory Corp | 3,010 | $1.34M | 0.19% | +1,114+58.8% | Added |
| Suvretta Capital Management, LLC | 3,010 | $1.34M | 0.07% | −152,311−98.1% | Reduced |
| Ally Financial Inc. | 3,000 | $1.33M | 0.19% | +3,000 | New |
| Apollon Wealth Management, LLC | 2,990 | $1.33M | 0.06% | −315−9.5% | Reduced |
| Institute for Wealth Management, LLC. | 2,982 | $1.32M | 0.23% | +56+1.9% | Added |
| Western Wealth Management, LLC | 2,974 | $1.32M | 0.11% | +97+3.4% | Added |
| Northwest & Ethical Investments L.P. | 2,968 | $1.32M | 0.04% | +53+1.8% | Added |
| Community Capital Management, Inc. | 2,950 | $1.31M | 1.82% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,948 | $1.31M | 0.10% | −337−10.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,927 | $1.30M | 0.19% | −25−0.8% | Reduced |
| First Foundation Advisors | 2,924 | $1.30M | 0.06% | −272−8.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,920 | $1.30M | 0.06% | −80−2.7% | Reduced |
| Forum Financial Management, LP | 2,904 | $1.29M | 0.03% | +181+6.6% | Added |
| Clarius Group, LLC | 2,894 | $1.29M | 0.10% | +62+2.2% | Added |
| Cunning Capital Partners, LP | 0 | $1.28M | 0.81% | −2,880−100.0% | Reduced |
| Cigna Investments Inc | 2,872 | $1.28M | 0.24% | −44−1.5% | Reduced |
| Trust Asset Management LLC | 2,871 | $1.28M | 0.13% | 00.0% | Unchanged |
| King Wealth | 2,843 | $1.26M | 0.26% | +900+46.3% | Added |
| Ameritas Investment Partners, Inc. | 2,812 | $1.25M | 0.05% | −103−3.5% | Reduced |
| Buckley Wealth Management, LLC | 2,788 | $1.24M | 0.42% | +648+30.3% | Added |
| Intellectus Partners, LLC | 2,783 | $1.24M | 0.37% | −25−0.9% | Reduced |
| Empower Advisory Group, LLC | 2,767 | $1.23M | 0.01% | −160−5.5% | Reduced |
| Atom Investors LP | 2,764 | $1.23M | 0.47% | +2,764 | New |
| Two Sigma Securities, LLC | 2,756 | $1.22M | 0.10% | −174−5.9% | Reduced |
| Sumitomo Life Insurance Co | 2,754 | $1.22M | 0.05% | −677−19.7% | Reduced |
| United Capital Financial Advisers, LLC | 2,726 | $1.21M | 0.01% | −406−13.0% | Reduced |
| Banque Pictet & Cie SA | 2,709 | $1.20M | 0.01% | +2,709 | New |
| Penserra Capital Management LLC | 2,711 | $1.20M | 0.02% | +1,397+106.3% | Added |
| Merit Financial Group, LLC | 2,691 | $1.20M | 0.04% | +978+57.1% | Added |
| Coastal Investment Advisors, Inc. | 2,677 | $1.19M | 0.26% | +521+24.2% | Added |
| Insight Inv LLC | 2,675 | $1.19M | 1.22% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2,668 | $1.19M | 0.66% | +356+15.4% | Added |
| Employees Retirement System of Texas | 2,648 | $1.18M | 0.02% | −6,567−71.3% | Reduced |
| SJS Investment Consulting Inc. | 2,635 | $1.17M | 0.29% | +10.0% | Added |
| Checchi Capital Advisers, LLC | 2,635 | $1.17M | 0.10% | −118−4.3% | Reduced |
| Copperleaf Capital, LLC | 2,631 | $1.17M | 1.10% | −606−18.7% | Reduced |
| Insight Wealth Strategies, LLC | 2,605 | $1.16M | 0.22% | +12+0.5% | Added |
| Richwood Investment Advisors, LLC | 2,571 | $1.14M | 1.12% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,555 | $1.14M | 0.05% | +59+2.4% | Added |
| Level Four Advisory Services, LLC | 2,536 | $1.13M | 0.07% | +106+4.4% | Added |
| Snowden Capital Advisors LLC | 2,535 | $1.13M | 0.04% | +129+5.4% | Added |
| WSFS Capital Management, LLC | 2,516 | $1.12M | 0.11% | +127+5.3% | Added |
| Polianta Ltd | 2,500 | $1.11M | 0.51% | +2,500 | New |
| Clearstead Advisors, LLC | 2,494 | $1.11M | 0.07% | +61+2.5% | Added |
| Simplex Trading, LLC | 2,483 | $1.10M | 0.05% | +2,483 | New |
| Summit Trail Advisors, LLC | 2,482 | $1.10M | 0.04% | +1,135+84.3% | Added |
| Central Trust Co | 2,471 | $1.10M | 0.03% | +940+61.4% | Added |
| Principle Wealth Partners LLC | 2,449 | $1.09M | 0.11% | −205−7.7% | Reduced |
| Donaldson Capital Management, LLC | 2,445 | $1.09M | 0.05% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,442 | $1.08M | 0.20% | +38+1.6% | Added |
| Souders Financial Advisors | 2,438 | $1.08M | 0.21% | +29+1.2% | Added |
| Pure Financial Advisors, Inc. | 2,432 | $1.08M | 0.05% | +574+30.9% | Added |
| EP Wealth Advisors, LLC | 8,348 | $1.07M | 0.02% | −6,638−44.3% | Reduced |
| Stableford Capital II LLC | 2,294 | $1.07M | 0.47% | +2,294 | New |
| Leonteq Securities AG | 2,397 | $1.06M | 0.11% | −457−16.0% | Reduced |
| Venturi Wealth Management, LLC | 2,383 | $1.06M | 0.09% | +136+6.1% | Added |
| TrimTabs Asset Management, LLC | 2,379 | $1.06M | 0.53% | +100+4.4% | Added |
| Teza Capital Management LLC | 2,366 | $1.05M | 0.17% | +1,318+125.8% | Added |
| Pitcairn Co | 2,342 | $1.04M | 0.09% | −92−3.8% | Reduced |
| 1st Source Bank | 2,333 | $1.04M | 0.07% | −16−0.7% | Reduced |
| Daymark Wealth Partners, LLC | 2,319 | $1.03M | 0.08% | +39+1.7% | Added |
| Eversept Partners, LP | 2,315 | $1.03M | 0.11% | +2,315 | New |
| Asset Dedication, LLC | 2,294 | $1.02M | 0.09% | −64−2.7% | Reduced |