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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.

Q3 2023 vs. Q2 2023

How the institutions holding Elevance Health, Inc. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of ELV: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders1,529171,531+19
Shares210.1M390.5K207.7M−1.97M (−0.9%)
Value$93.1B$173.5M$90.8B−$2.06B (−2.2%)

17 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (115)

Institutions that held Elevance Health, Inc. at the end of Q3 2023 but not at the end of Q2 2023.

Showing the largest 100 of 115 by value.

Institutions new to ELV in Q3 2023
InstitutionSharesValue% of portfolio
Pictet Asset Management Holding SA180,619$78.6M0.10%
MIG Capital, LLC112,934$49.2M9.10%
Parsifal Capital Management, LP99,500$43.3M3.68%
Dearborn Partners LLC81,731$35.6M1.40%
QRG Capital Management, Inc.56,130$24.4M0.42%
Vident Advisory, LLC43,097$18.8M0.58%
First Republic Investment Management, Inc.34,854$15.2M0.04%
GCM Grosvenor Holdings, LLC29,500$12.8M2.56%
Guardian Point Capital, LP25,000$10.9M6.61%
Brahman Capital Corp.23,782$10.4M3.77%
Envestnet Portfolio Solutions, Inc.19,686$8.57M0.04%
Callodine Capital Management, LP16,000$6.97M1.94%
Glenview Capital Management, LLC14,927$6.50M0.18%
Mizuho Markets Americas LLC14,715$6.41M0.24%
Pacific Capital Partners Ltd13,750$5.99M3.62%
Tiaa Trust, National Association10,748$4.68M0.02%
Van Den Berg Management I, Inc10,377$4.52M1.58%
Wealth Enhancement Advisory Services, LLC9,368$4.08M0.01%
Gates Foundation TrustSuperinvestorGates Foundation Trust8,500$3.70M0.01%
Radnor Capital Management, LLC7,710$3.36M0.67%
Park Avenue Securities LLC7,536$3.28M0.05%
Semmax Financial Advisors Inc.5,045$2.33M0.93%
Allen Investment Management LLC5,237$2.28M0.03%
Accurate Wealth Management, LLC4,698$2.19M0.69%
Peoples Bank3,982$1.73M1.48%
Retireful, LLC3,850$1.68M0.80%
Greenup Street Wealth Management LLC3,319$1.45M0.47%
River & Mercantile Asset Management LLP3,000$1.31M0.31%
Fox Run Management, L.L.C.2,515$1.10M0.32%
Syon Capital LLC2,458$1.07M0.13%
Financial Security Advisor, Inc.2,357$1.03M0.47%
Axq Capital, LP2,300$1.00M0.35%
NEOS Investment Management LLC2,247$978.4K0.12%
Landscape Capital Management, L.L.C.2,218$965.8K0.13%
Edgestream Partners, L.P.2,007$873.9K0.07%
Hunter Perkins Capital Management, LLC2,000$871.0K0.19%
Frisch Financial Group, Inc.1,992$867.0K0.35%
GTS Securities LLC1,927$839.1K0.02%
Retirement Guys Formula LLC1,903$828.6K0.58%
Intact Investment Management Inc.1,900$827.3K0.04%
Donoghue Forlines LLC1,693$737.2K0.26%
Agf Management Ltd1,612$701.9K0.00%
NBC Securities, Inc.1,601$697.0K0.08%
Sciencast Management LP1,429$622.2K0.28%
HighVista Strategies LLC1,400$609.6K0.28%
Burns Matteson Capital Management, LLC1,296$564.3K0.36%
Axxcess Wealth Management, LLC1,278$556.5K0.02%
Sherbrooke Park Advisers LLC1,245$542.1K0.17%
Bedel Financial Consulting Inc1,227$534.3K0.11%
Banco BTG Pactual S.A.1,200$522.5K0.21%
Compagnie Lombard Odier SCmA1,200$522.5K0.01%
Pathway Financial Advisers, LLC1,165$507.8K0.21%
Capula Management Ltd1,120$487.7K0.03%
Asahi Life Asset Management Co., Ltd.1,120$487.7K0.17%
Keystone Financial Services1,116$486.0K0.26%
Baxter Bros Inc1,100$479.0K0.07%
Nations Financial Group Inc,1,090$474.6K0.05%
VELA Investment Management, LLC1,018$443.3K0.19%
Wealth Advisory Solutions, LLC908$395.4K0.08%
Key Bridge Compliance, LLC908$395.4K0.12%
Truepoint, Inc.855$372.3K0.01%
OneAscent Financial Services LLC855$372.0K0.10%
BHK Investment Advisors, LLC803$349.7K0.16%
Leonard Rickey Investment Advisors P.L.L.C.765$333.2K0.11%
MBM Wealth Consultants, LLC724$328.8K0.14%
Platform Technology Partners748$325.7K0.15%
Choate Investment Advisors701$305.2K0.01%
Fluent Financial, LLC698$303.9K0.16%
Trust Co of Virginia614$267.3K0.03%
OneAscent Wealth Management LLC614$267.0K0.12%
Eschler Asset Management LLP608$264.7K0.31%
Childress Capital Advisors, LLC607$264.3K0.09%
Moody Aldrich Partners LLC592$259.9K0.05%
Pine Valley Investments Ltd Liability Co573$249.4K0.02%
Tri Locum Partners LP568$247.3K0.08%
Rothschild Investment Corp566$246.0K0.02%
Global Assets Advisory, LLC546$237.8K0.21%
Avestar Capital, LLC544$236.9K0.04%
Cypress Wealth Services, LLC539$234.6K0.07%
Summit Wealth Group, LLC517$225.0K0.20%
Navalign, LLC516$224.7K0.09%
Hikari Power Ltd510$222.0K0.02%
Vista Wealth Management Group, LLC507$220.8K0.02%
Chicago Partners Investment Group LLC486$219.6K0.01%
Gyroscope Capital Management Group, LLC500$217.7K0.05%
Gallacher Capital Management LLC490$213.6K0.13%
Rockland Trust Co485$211.2K0.01%
Milestone Asset Management, LLC473$208.2K0.07%
Harvest Fund Management Co., Ltd426$185.0K0.03%
Operose Advisors LLC254$110.6K0.04%
BluePath Capital Management, LLC225$98.0K0.09%
Silver Oak Securities, Inc202$88.0K0.02%
Annis Gardner Whiting Capital Advisors, LLC191$83.2K0.04%
First Command Advisory Services, Inc.180$78.4K0.00%
Milestone Investment Advisors LLC118$51.4K0.01%
Orion Capital Management LLC105$45.7K0.03%
Householder Group Estate & Retirement Specialist, LLC69$30.2K0.01%
Ofi Invest Asset Management60$24.7K0.00%
DHJJ Financial Advisors, Ltd.50$21.8K0.01%
Paloma Partners Management Co42$18.3K0.00%

Sold out (96)

Institutions that held Elevance Health, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of ELV in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Viking Global Investors LPSuperinvestorViking Global Investors1,412,701$627.6M
GQG Partners LLC331,039$147.1M
Holocene Advisors, LP207,231$92.1M
Junto Capital Management LP92,953$41.3M
Ardevora Asset Management LLP81,206$36.1M
Nomura Holdings Inc46,592$20.7M
Carmignac Gestion43,665$19.4M
Vident Investment Advisory, LLC31,711$14.1M
Kiwi Wealth Investments Limited Partnership27,857$12.4M
Churchill Management Corp25,690$11.4M
Andra AP-fonden23,900$10.6M
Synergy Financial Management, LLC17,995$8.00M
Sivik Global Healthcare LLC15,000$6.66M
JS Capital Management LLC13,000$5.78M
Ergoteles LLC8,731$3.88M
Veritable, L.P.8,582$3.81M
Richard Bernstein Advisors LLC7,725$3.43M
Vestmark Advisory Solutions, Inc.7,447$3.31M
Neo Ivy Capital Management6,411$2.85M
Alamar Capital Management, LLC6,101$2.71M
Oliver Luxxe Assets LLC4,960$2.20M
Susquehanna Fundamental Investments, LLC4,900$2.18M
Capital International Sarl4,840$2.15M
Maven Securities LTD4,051$1.80M
Employees Retirement System of Texas2,648$1.18M
Polianta Ltd2,500$1.11M
Simplex Trading, LLC2,483$1.10M
Teza Capital Management LLC2,366$1.05M
ISAM Funds (UK) Ltd2,276$1.01M
Wolverine Trading, LLC2,187$962.5K
Meitav Dash Investments Ltd2,006$882.8K
First Pacific Advisors, LP1,915$850.8K
Maverick Capital LtdSuperinvestorMaverick Capital1,889$839.3K
Virtus ETF Advisers LLC1,702$756.2K
Bridgefront Capital, LLC1,702$756.2K
Western Financial Corp1,646$731.4K
Trustmark National Bank Trust Department1,629$723.7K
Waterfront Wealth Inc.1,361$647.6K
Baader Bank INC1,427$630.3K
Nebula Research & Development LLC1,417$629.6K
Baker Tilly Wealth Management, LLC1,415$628.7K
Inceptionr LLC979$435.0K
Arlington Partners LLC978$434.5K
HBK Investments L P907$403.0K
Quantamental Technologies LLC836$371.4K
M Holdings Securities, Inc.825$367.0K
Kovack Advisors, Inc.799$355.1K
Jackson Creek Investment Advisors LLC778$346.0K
Advisors Capital Management, LLC775$344.0K
Hongkou Capital LP700$311.0K
GraniteShares Advisors LLC674$299.5K
First City Capital Management, Inc.672$298.6K
Claro Advisors LLC595$264.4K
Morris Retirement Advisors, LLC595$264.4K
Fairhaven Wealth Management, LLC586$260.4K
Courier Capital LLC580$257.7K
Alpha Family Trust565$251.0K
Osborne Partners Capital Management, LLC561$249.2K
Gilbert & Cook, Inc.559$248.4K
Fifth Third Wealth Advisors LLC526$233.7K
Old North State Trust, LLC513$228.0K
Baldwin Investment Management, LLC503$223.5K
Brookfield Asset Management Inc.501$222.6K
CTC Alternative Strategies, Ltd.500$222.1K
Montz Harcus Wealth Management LLC486$216.0K
Riverwater Partners LLC486$215.9K
BCJ Capital Management, LLC465$206.6K
Phillips Financial Management, LLC463$205.7K
Evoke Wealth, LLC462$205.4K
Forum Private Client Group LLC462$205.3K
Scarborough Advisors, LLC459$203.9K
Invesco, LLC459$203.9K
Marcum Wealth, LLC458$203.5K
AIMZ Investment Advisors, LLC456$202.6K
Trust Investment Advisors452$200.8K
Sage Rhino Capital LLC452$200.8K
Byrne Asset Management LLC365$162.0K
Clear Street Markets LLC309$137.0K
PCA Investment Advisory Services Inc.256$114.1K
Old Point Trust & Financial Services N A218$96.9K
Tilia Fiduciary Partners, Inc.180$80.0K
ICA Group Wealth Management, LLC148$65.8K
West Tower Group, LLC123$54.6K
M&R Capital Management Inc115$51.1K
Industrial Alliance Investment Management Inc.87$39.0K
O'Dell Group, LLC68$30.2K
J.Safra Asset Management Corp55$24.4K
WealthPLAN Partners, LLC40$17.8K
TD Ameritrade Investment Management, LLC38$17.0K
Bollard Group LLC25$11.0K
Worth Asset Management, LLC22$9.77K
Creative Capital Management Investments LLC19$8.44K
Disciplined Investments, LLC16$7.11K
Safeguard Financial, LLC10$4.00K
Crewe Advisors LLC3$1.33K
25 LLC2$836

Not filed for Q3 2023 yet (17)

Institutions that held Elevance Health, Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ELV in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA177,752$79.0M
Tekla Capital Management LLC114,070$50.7M
Tiaa, FSB40,939$18.2M
Kames Capital plc37,010$16.4M
PFS Investments Inc.12,021$5.34M
EA Series Trust4,650$2.07M
44 Wealth Management LLC1,939$861.3K
First National Bank of South Miami977$434.1K
First Capital Advisors Group, LLC.258$114.8K
Coastal Capital Group, Inc.227$101.0K
Vigilant Capital Management, LLC195$86.0K
First Command Bank180$80.0K
First Command Financial Services, Inc.180$80.0K
BDO Wealth Advisors, LLC55$24.6K
BerganKDV Wealth Management, LLC29$12.8K
Kistler-Tiffany Companies, LLC15$6.67K
Thomas White International Ltd11$4.89K