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Livermore
ZHEN

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, Q3 2023

Institutional positions in Elevance Health, Inc. as of Sep 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
1,531
+19 vs. Q2 2023
Shares held
207.7M
−1.97M (−0.9%) vs. Q2 2023
Total value
$90.8B
−$2.06B (−2.2%) vs. Q2 2023
New holders
115
579 more added
Sold out
96
573 more reduced

17 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 1,531 institutions
Q1 2021: 1,215 institutionsQ2 2021: 1,239 institutionsQ3 2021: 1,221 institutionsQ4 2021: 1,375 institutionsQ1 2022: 1,424 institutionsQ2 2022: 1,444 institutionsQ3 2022: 1,449 institutionsQ4 2022: 1,551 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,673 institutionsQ2 2024: 1,713 institutionsQ3 2024: 1,703 institutionsQ4 2024: 1,609 institutionsQ1 2025: 1,667 institutionsQ2 2025: 1,596 institutionsQ3 2025: 1,512 institutionsQ4 2025: 1,557 institutionsQ1 2026: 1,473 institutionsQ2 2026: 1,615 institutions
Value heldQ3 2023: $90.8B
Q1 2021: $78.2BQ2 2021: $82.8BQ3 2021: $80.6BQ4 2021: $99.3BQ1 2022: $105.7BQ2 2022: $103.2BQ3 2022: $97.0BQ4 2022: $108.8BQ1 2023: $96.9BQ2 2023: $93.1BQ3 2023: $90.8BQ4 2023: $98.1BQ1 2024: $107.7BQ2 2024: $112.7BQ3 2024: $107.2BQ4 2024: $76.5BQ1 2025: $88.6BQ2 2025: $79.7BQ3 2025: $63.3BQ4 2025: $71.0BQ1 2026: $57.1BQ2 2026: $76.8B
Institutions holding ELV and their total value by quarter
QuarterHoldersValue
Q2 20261,615$76.8B
Q1 20261,473$57.1B
Q4 20251,557$71.0B
Q3 20251,512$63.3B
Q2 20251,596$79.7B
Q1 20251,667$88.6B
Q4 20241,609$76.5B
Q3 20241,703$107.2B
Q2 20241,713$112.7B
Q1 20241,673$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,551$108.8B
Q3 20221,449$97.0B
Q2 20221,444$103.2B
Q1 20221,424$105.7B
Q4 20211,375$99.3B
Q3 20211,221$80.6B
Q2 20211,239$82.8B
Q1 20211,215$78.2B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q2 2023.

Institutions holding ELV in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
ZRC Wealth Management, LLC0$100.00%0Unchanged
Sofos Investments, Inc.0$3930.00%−444−100.0%Reduced
TFC Financial Management2$8740.00%00.0%Unchanged
Delos Wealth Advisors, LLC2$8850.00%00.0%Unchanged
Centerpoint Advisors, LLC3$1.00K0.00%00.0%Unchanged
WestEnd Advisors, LLC3$1.31K0.00%+3New
True Wealth Design, LLC4$1.74K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC4$1.74K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.4$1.74K0.00%+1+33.3%Added
TSFG, LLC5$2.00K0.00%00.0%Unchanged
VitalStone Financial, LLC5$2.00K0.00%+5New
GoalVest Advisory LLC5$2.18K0.00%+5New
JNBA Financial Advisors5$2.18K0.00%00.0%Unchanged
Albion Financial Group6$2.61K0.00%00.0%Unchanged
Flaharty Asset Management, LLC6$2.61K0.00%+6New
Team Financial Group, LLC6$2.61K0.00%+6New
Rise Advisors, LLC7$2.90K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.8$3.00K0.00%00.0%Unchanged
Hoey Investments, Inc7$3.05K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.7$3.05K0.00%00.0%Unchanged
Global Wealth Strategies & Associates7$3.05K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC7$3.05K0.00%+2+40.0%Added
Armstrong Advisory Group, Inc7$3.05K0.00%+7New
LGT Financial Advisors LLC8$3.48K0.00%−1,935−99.6%Reduced
Oliver Lagore Vanvalin Investment Group8$3.48K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC9$3.92K0.00%00.0%Unchanged
USA Financial Portformulas Corp9$3.92K0.01%00.0%Unchanged
Sunbelt Securities, Inc.9$3.95K0.00%00.0%Unchanged
New Millennium Group LLC9$3.99K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC10$4.35K0.00%−630−98.4%Reduced
Jamison Private Wealth Management, Inc.10$4.48K0.00%+10New
Ramirez Asset Management, Inc.11$4.79K0.00%+11New
SOA Wealth Advisors, LLC.11$4.84K0.00%00.0%Unchanged
Avion Wealth14$5.00K0.00%+2+16.7%Added
CoreFirst Bank & Trust12$5.22K0.00%+12New
Newbridge Financial Services Group, Inc.12$5.38K0.00%−87−87.9%Reduced
Fortis Group Advisors, LLC13$5.66K0.00%+13New
Morton Brown Family Wealth, LLC14$6.10K0.00%00.0%Unchanged
Perkins Coie Trust Co15$6.53K0.00%+15New
Cornerstone Planning Group LLC16$6.97K0.00%−8−33.3%Reduced
Mark Sheptoff Financial Planning, LLC16$6.97K0.00%00.0%Unchanged
Stone House Investment Management, LLC16$6.97K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC16$6.97K0.00%00.0%Unchanged
Financial Perspectives, Inc16$6.97K0.00%00.0%Unchanged
Wolff Wiese Magana LLC16$6.97K0.01%+3+23.1%Added
Macroview Investment Management LLC17$7.46K0.01%+17New
Cherry Tree Wealth Management, LLC19$8.27K0.00%00.0%Unchanged
Centennial Bank19$8.27K0.01%00.0%Unchanged
Glass Jacobson Investment Advisors llc19$8.27K0.00%+1+5.6%Added
Pension & Wealth Management Advisors, Inc.19$8.27K0.01%+19New
Carmel Capital Partners, LLC20$8.71K0.00%+1+5.3%Added
Lee Financial Co20$8.71K0.00%00.0%Unchanged
Beacon Capital Management, LLC20$8.89K0.00%00.0%Unchanged
CNB Bank22$9.58K0.01%+11+100.0%Added
Hibernia Wealth Partners, LLC24$10.5K0.01%+24New
Norwood Financial Corp25$10.9K0.02%00.0%Unchanged
PFS Partners, LLC25$10.9K0.01%00.0%Unchanged
Northwest Capital Management Inc26$11.3K0.00%00.0%Unchanged
Highline Wealth Partners LLC26$11.3K0.01%+22+550.0%Added
Distillate Capital Partners LLC27$11.8K2.97%+4+17.4%Added
Coppell Advisory Solutions LLC23$11.8K0.00%−3−11.5%Reduced
Rock Creek Group, LP28$12.2K0.00%−12−30.0%Reduced
Gradient Investments LLC28$12.2K0.00%−3−9.7%Reduced
Tortoise Investment Management, LLC28$12.2K0.00%00.0%Unchanged
Bogart Wealth, LLC29$12.6K0.00%00.0%Unchanged
KB Financial Partners, LLC31$13.0K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC30$13.1K0.00%00.0%Unchanged
Gleason Group, Inc.31$13.3K0.00%+1+3.3%Added
ClariVest Asset Management LLC33$14.0K0.00%−1−2.9%Reduced
Systematic Financial Management LP36$15.7K0.00%00.0%Unchanged
Syntax Research, Inc.36$15.7K0.01%+36New
Atwood & Palmer Inc37$16.1K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC40$17.4K0.00%+5+14.3%Added
Webster Bank, N. A.40$17.4K0.00%00.0%Unchanged
Clean Yield Group39$17.7K0.01%00.0%Unchanged
PSI Advisors, LLC42$18.3K0.01%+7+20.0%Added
Paloma Partners Management Co42$18.3K0.00%+42New
Carmichael Hill & Associates, Inc.45$19.6K0.01%00.0%Unchanged
Arrow Financial Corp45$19.6K0.00%00.0%Unchanged
Hexagon Capital Partners LLC46$20.0K0.01%+10+27.8%Added
Proffitt & Goodson Inc46$20.0K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC46$20.0K0.00%00.0%Unchanged
Global Financial Private Client, LLC46$20.2K0.01%00.0%Unchanged
Nemes Rush Group LLC47$20.5K0.00%+18+62.1%Added
Moisand Fitzgerald Tamayo, LLC49$21.3K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.50$21.8K0.01%+50New
Raffa Wealth Management, LLC52$22.6K0.01%+26+100.0%Added
Boyd Watterson Asset Management LLC56$24.4K0.01%00.0%Unchanged
Ofi Invest Asset Management60$24.7K0.00%+60New
Johnson Financial Group, Inc.57$24.8K0.00%−22−27.8%Reduced
Focused Wealth Management, Inc57$25.0K0.00%00.0%Unchanged
TD Capital Management LLC59$25.6K0.00%00.0%Unchanged
Tompkins Financial Corp59$25.7K0.00%00.0%Unchanged
Field & Main Bank60$26.1K0.01%−5−7.7%Reduced
BOK Financial Private Wealth, Inc.61$26.6K0.00%00.0%Unchanged
Register Financial Advisors LLC61$26.6K0.02%00.0%Unchanged
Kenfarb & Co.62$27.0K0.02%00.0%Unchanged
Acima Private Wealth, LLC66$28.7K0.01%00.0%Unchanged
Versant Capital Management, Inc66$28.7K0.01%+2+3.1%Added
GW&K Investment Management, LLC66$29.0K0.00%−4−5.7%Reduced