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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jackson Wealth Management, LLC | 4,840 | $2.11M | 0.30% | −468−8.8% | Reduced |
| Malaga Cove Capital, LLC | 4,840 | $2.11M | 0.97% | +491+11.3% | Added |
| Tokio Marine Asset Management Co Ltd | 4,863 | $2.12M | 0.13% | +351+7.8% | Added |
| Essex Financial Services, Inc. | 4,878 | $2.12M | 0.25% | +160+3.4% | Added |
| Sequoia Financial Advisors, LLC | 4,887 | $2.13M | 0.04% | +266+5.8% | Added |
| Delta Capital Management LLC | 4,930 | $2.15M | 1.61% | −160−3.1% | Reduced |
| Channing Global Advisors, LLC | 4,982 | $2.17M | 2.11% | +731+17.2% | Added |
| Heritage Wealth Advisors | 4,999 | $2.18M | 0.12% | −148−2.9% | Reduced |
| Clough Capital Partners L P | 5,000 | $2.18M | 0.23% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 5,021 | $2.19M | 0.64% | −166−3.2% | Reduced |
| Accurate Wealth Management, LLC | 4,698 | $2.19M | 0.69% | +4,698 | New |
| Valeo Financial Advisors, LLC | 5,074 | $2.21M | 0.10% | −294−5.5% | Reduced |
| Stonebridge Capital Advisors LLC | 5,091 | $2.22M | 0.24% | −50−1.0% | Reduced |
| Greenfield Savings Bank | 5,128 | $2.23M | 1.40% | +5+0.1% | Added |
| Mirabella Financial Services LLP | 5,152 | $2.24M | 0.32% | +3,040+143.9% | Added |
| Legacy Trust | 5,189 | $2.26M | 0.66% | +6+0.1% | Added |
| Raymond James Trust N.A. | 5,190 | $2.26M | 0.07% | +312+6.4% | Added |
| Old National Bancorp | 5,232 | $2.28M | 0.07% | −311−5.6% | Reduced |
| Level Four Advisory Services, LLC | 5,233 | $2.28M | 0.15% | +2,697+106.3% | Added |
| Allen Investment Management LLC | 5,237 | $2.28M | 0.03% | +5,237 | New |
| Ritholtz Wealth Management | 5,263 | $2.29M | 0.10% | +1,833+53.4% | Added |
| Keudell/Morrison Wealth Management | 5,274 | $2.30M | 0.70% | +8+0.2% | Added |
| Jag Capital Management, LLC | 5,315 | $2.31M | 0.28% | −70−1.3% | Reduced |
| Bangor Savings Bank | 5,330 | $2.32M | 0.28% | −106−1.9% | Reduced |
| Semmax Financial Advisors Inc. | 5,045 | $2.33M | 0.93% | +5,045 | New |
| Advisory Services Network, LLC | 5,350 | $2.33M | 0.06% | −203−3.7% | Reduced |
| Oak Thistle LLC | 5,373 | $2.34M | 0.69% | +3,109+137.3% | Added |
| Occudo Quantitative Strategies LP | 5,389 | $2.35M | 0.30% | −323−5.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 5,422 | $2.36M | 0.08% | −230−4.1% | Reduced |
| Legato Capital Management LLC | 5,427 | $2.36M | 0.34% | 00.0% | Unchanged |
| Ossiam | 5,498 | $2.39M | 0.04% | −32,410−85.5% | Reduced |
| Great Valley Advisor Group, Inc. | 5,538 | $2.41M | 0.10% | +115+2.1% | Added |
| Lakeview Capital Partners, LLC | 5,546 | $2.41M | 0.47% | −704−11.3% | Reduced |
| Legacy Advisors, LLC | 5,569 | $2.42M | 0.39% | +4,728+562.2% | Added |
| Regions Financial Corp | 5,588 | $2.43M | 0.02% | −343−5.8% | Reduced |
| D.A. Davidson & Co. | 5,588 | $2.43M | 0.03% | −63−1.1% | Reduced |
| Liberty One Investment Management, LLC | 5,656 | $2.46M | 0.36% | +337+6.3% | Added |
| Kempen Capital Management N.V. | 5,659 | $2.46M | 0.05% | −384−6.4% | Reduced |
| Madison Wealth Management | 5,678 | $2.47M | 0.52% | +411+7.8% | Added |
| Aigen Investment Management, LP | 5,685 | $2.48M | 0.47% | +3,484+158.3% | Added |
| Chemistry Wealth Management LLC | 5,702 | $2.48M | 0.82% | +274+5.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 5,711 | $2.49M | 0.01% | −11,532−66.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,755 | $2.51M | 0.30% | +4,280+290.2% | Added |
| Veriti Management LLC | 5,846 | $2.55M | 0.29% | +254+4.5% | Added |
| Oppenheimer & Co Inc | 5,870 | $2.56M | 0.05% | +360+6.5% | Added |
| Magnetar Financial LLC | 5,891 | $2.57M | 0.07% | +1,851+45.8% | Added |
| CWM, LLC | 5,920 | $2.58M | 0.02% | −20.0% | Reduced |
| Ieq Capital, LLC | 5,948 | $2.59M | 0.05% | −140−2.3% | Reduced |
| IMA Wealth, Inc. | 5,949 | $2.59M | 0.67% | −174−2.8% | Reduced |
| Kestra Private Wealth Services, LLC | 6,001 | $2.61M | 0.08% | +1,071+21.7% | Added |
| Strategy Asset Managers LLC | 6,023 | $2.62M | 0.69% | −2,940−32.8% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,030 | $2.63M | 1.27% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 6,204 | $2.70M | 0.02% | −105−1.7% | Reduced |
| Voya Financial Advisors, Inc. | 6,049 | $2.71M | 0.34% | +1,096+22.1% | Added |
| TrinityPoint Wealth, LLC | 6,232 | $2.71M | 0.54% | +1,387+28.6% | Added |
| Princeton Global Asset Management LLC | 6,262 | $2.73M | 0.77% | +431+7.4% | Added |
| Capstone Investment Advisors, LLC | 6,313 | $2.75M | 0.07% | −350−5.3% | Reduced |
| James Investment Research Inc | 6,339 | $2.76M | 0.36% | −46−0.7% | Reduced |
| Toroso Investments, LLC | 6,353 | $2.77M | 0.08% | +2,234+54.2% | Added |
| Blair William & Co | 6,376 | $2.78M | 0.01% | −412−6.1% | Reduced |
| RDA Financial Network | 6,449 | $2.81M | 1.22% | +139+2.2% | Added |
| Pegasus Asset Management, Inc. | 6,468 | $2.82M | 1.31% | +77+1.2% | Added |
| Edmp, Inc. | 6,472 | $2.82M | 2.88% | +554+9.4% | Added |
| Pinkerton Retirement Specialists, LLC | 6,521 | $2.84M | 0.62% | −110−1.7% | Reduced |
| Bailard, Inc. | 6,567 | $2.86M | 0.09% | −10−0.2% | Reduced |
| Family Legacy, Inc. | 6,567 | $2.86M | 1.19% | +57+0.9% | Added |
| First Hawaiian Bank | 6,568 | $2.86M | 0.10% | −492−7.0% | Reduced |
| Trivant Custom Portfolio Group, LLC | 6,604 | $2.88M | 2.11% | +20+0.3% | Added |
| Pearl River Capital, LLC | 6,678 | $2.91M | 0.46% | −2,525−27.4% | Reduced |
| Bamco Inc | 6,700 | $2.92M | 0.01% | −2,700−28.7% | Reduced |
| Vontobel Holding Ltd. | 6,703 | $2.92M | 0.03% | −2,351−26.0% | Reduced |
| SG Americas Securities, LLC | 6,715 | $2.92M | 0.04% | −5,225−43.8% | Reduced |
| KCS Wealth Advisory | 6,727 | $2.93M | 1.25% | +248+3.8% | Added |
| Everence Capital Management Inc | 6,800 | $2.96M | 0.23% | +890+15.1% | Added |
| AustralianSuper Pty Ltd | 6,882 | $3.00M | 0.02% | 00.0% | Unchanged |
| Transform Wealth, LLC | 6,886 | $3.00M | 0.32% | +23+0.3% | Added |
| Strategic Wealth Partners, Ltd. | 6,904 | $3.01M | 0.40% | −87−1.2% | Reduced |
| Bull Street Advisors, LLC | 6,951 | $3.03M | 1.60% | +74+1.1% | Added |
| LMR Partners LLP | 6,976 | $3.04M | 0.07% | −911−11.6% | Reduced |
| Ally Financial Inc. | 7,000 | $3.05M | 0.45% | +4,000+133.3% | Added |
| RWC Asset Management LLP | 7,011 | $3.05M | 0.20% | −58,209−89.3% | Reduced |
| Moody National Bank Trust Division | 7,044 | $3.07M | 0.20% | +990+16.4% | Added |
| Gluskin Sheff & Assoc Inc | 7,120 | $3.10M | 0.24% | −108−1.5% | Reduced |
| Buffington Mohr McNeal | 7,148 | $3.11M | 0.71% | +520+7.8% | Added |
| Vinva Investment Management Ltd | 7,004 | $3.13M | 0.30% | −170−2.4% | Reduced |
| Mitchell Capital Management Co | 7,214 | $3.14M | 0.75% | +29+0.4% | Added |
| World Equity Group, Inc. | 7,222 | $3.14M | 0.66% | +3,816+112.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 7,249 | $3.16M | 0.11% | −1,046−12.6% | Reduced |
| Greenleaf Trust | 7,303 | $3.18M | 0.04% | −74−1.0% | Reduced |
| XTX Topco Ltd | 7,339 | $3.20M | 0.55% | +3,073+72.0% | Added |
| Scholtz & Company, LLC | 7,424 | $3.23M | 2.13% | −1,281−14.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,439 | $3.24M | 0.09% | −39−0.5% | Reduced |
| AIA Group Ltd | 7,468 | $3.25M | 0.16% | +468+6.7% | Added |
| Park Avenue Securities LLC | 7,536 | $3.28M | 0.05% | +7,536 | New |
| Stanley-Laman Group, Ltd. | 7,615 | $3.32M | 0.57% | −194−2.5% | Reduced |
| Meeder Asset Management Inc | 7,626 | $3.32M | 0.26% | −3,624−32.2% | Reduced |
| YHB Investment Advisors, Inc. | 7,628 | $3.32M | 0.31% | +823+12.1% | Added |
| Duncker Streett & Co Inc | 7,692 | $3.35M | 0.78% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 7,620 | $3.35M | 1.63% | −1,990−20.7% | Reduced |
| Radnor Capital Management, LLC | 7,710 | $3.36M | 0.67% | +7,710 | New |