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 |
|---|---|---|---|---|---|
| ISAM Funds (UK) Ltd | 2,276 | $1.01M | 0.90% | +2,276 | New |
| Oak Thistle LLC | 2,264 | $1.01M | 0.53% | +2,264 | New |
| Financial Counselors Inc | 2,262 | $1.00M | 0.02% | −17−0.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,234 | $992.4K | 0.13% | +193+9.5% | Added |
| Romano Brothers and Company | 2,221 | $986.8K | 0.15% | −10−0.4% | Reduced |
| Signature Estate & Investment Advisors LLC | 2,218 | $986.0K | 0.03% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 2,207 | $980.5K | 0.37% | +1,438+187.0% | Added |
| SRN Advisors, LLC | 2,206 | $980.1K | 0.87% | −44−2.0% | Reduced |
| Aigen Investment Management, LP | 2,201 | $977.9K | 0.14% | −2,612−54.3% | Reduced |
| HMS Capital Management, LLC | 2,192 | $974.0K | 0.59% | +95+4.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,201 | $968.7K | 0.04% | +2,201 | New |
| Balentine LLC | 2,176 | $966.9K | 0.03% | −436−16.7% | Reduced |
| Foster & Motley Inc | 2,168 | $963.0K | 0.07% | −155−6.7% | Reduced |
| Wolverine Trading, LLC | 2,187 | $962.5K | 0.01% | +663+43.5% | Added |
| Tobam | 2,155 | $957.0K | 0.07% | −55−2.5% | Reduced |
| Garrison Point Advisors, LLC | 2,150 | $955.2K | 0.69% | −150−6.5% | Reduced |
| Bard Financial Services, Inc. | 2,150 | $955.2K | 0.07% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 2,146 | $953.0K | 0.02% | +271+14.5% | Added |
| Perigon Wealth Management, LLC | 2,135 | $948.5K | 0.04% | +36+1.7% | Added |
| SeaCrest Wealth Management, LLC | 2,129 | $945.9K | 0.12% | −35−1.6% | Reduced |
| InTrack Investment Management Inc | 2,128 | $945.4K | 0.77% | −150−6.6% | Reduced |
| Mirabella Financial Services LLP | 2,112 | $938.3K | 0.11% | +2,112 | New |
| Herold Advisors, Inc. | 2,091 | $928.8K | 0.28% | +257+14.0% | Added |
| Delphi Management Inc | 2,089 | $928.0K | 0.98% | +2,089 | New |
| Vanguard Capital Wealth Advisors | 2,080 | $924.0K | 0.84% | +7+0.3% | Added |
| Outlook Wealth Advisors, LLC | 2,063 | $916.7K | 0.35% | +276+15.4% | Added |
| Roundview Capital LLC | 2,063 | $916.4K | 0.09% | +147+7.7% | Added |
| Chicago Capital, LLC | 2,042 | $907.2K | 0.04% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,036 | $904.6K | 0.01% | −31−1.5% | Reduced |
| Fiduciary Trust Co | 2,033 | $903.2K | 0.02% | −51−2.4% | Reduced |
| Quadrant Capital Group LLC | 2,026 | $900.1K | 0.09% | +99+5.1% | Added |
| Busey Wealth Management | 2,023 | $898.8K | 0.04% | −10.0% | Reduced |
| Harbor Investment Advisory, LLC | 2,020 | $897.5K | 0.13% | +122+6.4% | Added |
| Mission Wealth Management, LP | 2,012 | $893.9K | 0.03% | +37+1.9% | Added |
| NJ State Employees Deferred Compensation Plan | 2,000 | $888.6K | 0.13% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 2,006 | $882.8K | 0.01% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 1,854 | $882.3K | 0.11% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,969 | $874.8K | 0.02% | −137−6.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 1,965 | $872.9K | 0.01% | +74+3.9% | Added |
| Hohimer Wealth Management, LLC | 1,955 | $868.6K | 0.24% | −54−2.7% | Reduced |
| Sigma Planning Corp | 1,950 | $866.4K | 0.03% | −398−17.0% | Reduced |
| LGT Financial Advisors LLC | 1,943 | $863.4K | 0.92% | +1,076+124.1% | Added |
| Salomon & Ludwin, LLC | 1,942 | $862.9K | 0.09% | −28−1.4% | Reduced |
| 44 Wealth Management LLC | 1,939 | $861.3K | 0.29% | +11+0.6% | Added |
| Pacific Global Investment Management CO | 1,934 | $859.3K | 0.18% | +51+2.7% | Added |
| Summit X, LLC | 1,931 | $858.8K | 0.21% | +301+18.5% | Added |
| Bremer Bank National Association | 1,933 | $858.8K | 0.16% | −29−1.5% | Reduced |
| Strategic Advisors LLC | 1,932 | $858.4K | 0.16% | −100−4.9% | Reduced |
| Dynamic Advisor Solutions LLC | 1,931 | $857.7K | 0.04% | +233+13.7% | Added |
| First Pacific Advisors, LP | 1,915 | $850.8K | 0.01% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,900 | $844.5K | 0.19% | +1,900 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,889 | $839.3K | 0.02% | +1,889 | New |
| Twin Capital Management Inc | 1,881 | $835.7K | 0.11% | −54−2.8% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 1,894 | $834.0K | 0.06% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 1,857 | $824.9K | 0.65% | +21+1.1% | Added |
| Garde Capital, Inc. | 1,850 | $822.0K | 0.07% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,843 | $818.8K | 0.09% | +705+62.0% | Added |
| Dark Forest Capital Management LP | 1,836 | $815.7K | 0.08% | +1,440+363.6% | Added |
| Belpointe Asset Management LLC | 1,800 | $799.8K | 0.08% | −3,768−67.7% | Reduced |
| Global Trust Asset Management, LLC | 1,778 | $789.7K | 0.35% | +91+5.4% | Added |
| Mutual Advisors, LLC | 1,775 | $788.4K | 0.03% | −152−7.9% | Reduced |
| Constitution Capital LLC | 1,750 | $777.5K | 0.44% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 1,746 | $775.7K | 0.65% | +1+0.1% | Added |
| Rehmann Capital Advisory Group | 1,739 | $772.8K | 0.07% | −38−2.1% | Reduced |
| Smithbridge Asset Management Inc | 1,732 | $770.0K | 0.18% | −3−0.2% | Reduced |
| Conning Inc. | 1,730 | $768.6K | 0.03% | −500−22.4% | Reduced |
| Congress Wealth Management LLC | 1,706 | $758.2K | 0.02% | +18+1.1% | Added |
| Virtus ETF Advisers LLC | 1,702 | $756.2K | 0.45% | −155−8.3% | Reduced |
| Bridgefront Capital, LLC | 1,702 | $756.2K | 0.41% | +606+55.3% | Added |
| Linden Thomas Advisory Services, LLC | 1,699 | $754.8K | 0.17% | +34+2.0% | Added |
| Sentry Investment Management LLC | 1,693 | $752.0K | 0.28% | +115+7.3% | Added |
| McLean Asset Management Corp | 1,688 | $750.1K | 0.29% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,658 | $736.6K | 0.22% | 00.0% | Unchanged |
| Terry L. Blaker | 1,650 | $733.1K | 0.06% | −4−0.2% | Reduced |
| Western Financial Corp | 1,646 | $731.4K | 0.50% | −52−3.1% | Reduced |
| Genesee Capital Advisors, LLC | 1,636 | $727.0K | 0.50% | −1,285−44.0% | Reduced |
| Brogan Financial, Inc. | 1,635 | $726.4K | 0.62% | 00.0% | Unchanged |
| Michael B. Yongue | 1,629 | $723.7K | 0.67% | −1,655−50.4% | Reduced |
| Trustmark National Bank Trust Department | 1,629 | $723.7K | 0.07% | −1,048−39.1% | Reduced |
| Thomasville National Bank | 1,627 | $722.9K | 0.07% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,620 | $719.8K | 0.14% | +59+3.8% | Added |
| Okabena Investment Services Inc | 1,617 | $718.4K | 0.53% | +1,617 | New |
| Detalus Advisors, LLC | 1,613 | $716.7K | 0.32% | +45+2.9% | Added |
| Moneta Group Investment Advisors LLC | 1,612 | $716.2K | 0.02% | −132−7.6% | Reduced |
| Indie Asset Partners, LLC | 1,608 | $714.5K | 0.78% | 00.0% | Unchanged |
| Strategic Investment Advisors | 1,600 | $711.1K | 0.10% | −73−4.4% | Reduced |
| Systematic Alpha Investments, LLC | 1,597 | $709.5K | 0.03% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,583 | $708.5K | 0.07% | −4,745−75.0% | Reduced |
| We Are One Seven, LLC | 1,592 | $707.4K | 0.06% | +436+37.7% | Added |
| Hillsdale Investment Management Inc. | 1,584 | $703.8K | 0.06% | +80+5.3% | Added |
| Aaron Wealth Advisors | 1,582 | $702.9K | 0.09% | +63+4.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,580 | $702.0K | 0.09% | +14+0.9% | Added |
| Hollencrest Capital Management | 1,576 | $700.2K | 0.07% | −11−0.7% | Reduced |
| Horizon Investments, LLC | 1,575 | $699.8K | 0.02% | −135−7.9% | Reduced |
| Middleton & Co Inc | 1,575 | $699.8K | 0.09% | −125−7.4% | Reduced |
| Moors & Cabot, Inc. | 1,569 | $697.1K | 0.05% | +271+20.9% | Added |
| Beacon Financial Group | 1,582 | $696.0K | 0.09% | −161−9.2% | Reduced |
| Vise Technologies, Inc. | 1,565 | $695.3K | 0.17% | +174+12.5% | Added |
| Valmark Advisers, Inc. | 1,559 | $692.7K | 0.01% | +29+1.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,550 | $688.8K | 0.13% | −221−12.5% | Reduced |