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 |
|---|---|---|---|---|---|
| Garrison Bradford & Associates Inc | 7,721 | $3.36M | 3.97% | +463+6.4% | Added |
| Timber Creek Capital Management LLC | 7,774 | $3.39M | 1.22% | −50−0.6% | Reduced |
| Wetherby Asset Management Inc | 7,924 | $3.45M | 0.20% | −358−4.3% | Reduced |
| Alps Advisors Inc | 7,929 | $3.45M | 0.03% | +6,700+545.2% | Added |
| HRT Financial LP | 7,956 | $3.46M | 0.03% | −49,770−86.2% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $3.48M | 1.00% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 8,117 | $3.53M | 0.46% | +6,535+413.1% | Added |
| Synovus Financial Corp | 8,150 | $3.55M | 0.04% | −21−0.3% | Reduced |
| Walleye Capital LLC | 8,235 | $3.59M | 0.05% | +3,675+80.6% | Added |
| Wright Investors Service Inc | 8,290 | $3.61M | 1.05% | −95−1.1% | Reduced |
| Empirical Finance, LLC | 8,308 | $3.62M | 0.27% | +736+9.7% | Added |
| Asio Capital, LLC | 8,370 | $3.64M | 0.97% | +813+10.8% | Added |
| Benedict Financial Advisors Inc | 8,390 | $3.65M | 1.06% | −75−0.9% | Reduced |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 8,500 | $3.70M | 0.01% | +8,500 | New |
| Tandem Capital Management Corp | 8,514 | $3.71M | 2.55% | −538−5.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,539 | $3.72M | 0.29% | +29+0.3% | Added |
| Coastline Trust Co | 8,637 | $3.76M | 0.55% | −1,220−12.4% | Reduced |
| Argent Trust Co | 8,666 | $3.77M | 0.21% | +1,377+18.9% | Added |
| Virtu Financial LLC | 8,669 | $3.77M | 0.38% | +2,099+31.9% | Added |
| Beacon Pointe Advisors, LLC | 8,807 | $3.83M | 0.05% | +637+7.8% | Added |
| Loomis Sayles & Co L P | 8,811 | $3.84M | 0.01% | −494−5.3% | Reduced |
| McKinley Capital Management LLC /Delaware | 8,830 | $3.84M | 0.54% | 00.0% | Unchanged |
| Armstrong Shaw Associates Inc | 8,845 | $3.85M | 4.05% | 00.0% | Unchanged |
| Independent Advisor Alliance | 8,878 | $3.87M | 0.17% | −227−2.5% | Reduced |
| Tocqueville Asset Management L.P. | 8,886 | $3.87M | 0.07% | +235+2.7% | Added |
| Oppenheimer Asset Management Inc. | 8,910 | $3.88M | 0.06% | +862+10.7% | Added |
| Connectus Wealth, LLC | 8,886 | $3.89M | 0.09% | −363−3.9% | Reduced |
| Banque Cantonale Vaudoise | 8,973 | $3.91M | 0.20% | −1,028−10.3% | Reduced |
| Brinker Capital Investments, LLC | 9,081 | $3.95M | 0.05% | −4,009−30.6% | Reduced |
| Orion Portfolio Solutions, LLC | 9,081 | $3.95M | 0.05% | −4,009−30.6% | Reduced |
| BKD Wealth Advisors, LLC | 9,129 | $3.97M | 0.12% | −188−2.0% | Reduced |
| Taika Capital, LP | 9,130 | $3.98M | 1.96% | +5,630+160.9% | Added |
| Burney Co | 9,147 | $3.98M | 0.19% | +56+0.6% | Added |
| Guardian Capital Advisors LP | 8,829 | $4.00M | 0.45% | 00.0% | Unchanged |
| PGGM Investments | 9,258 | $4.03M | 0.07% | −8,447−47.7% | Reduced |
| Norinchukin Bank, The | 9,349 | $4.07M | 0.10% | −12,054−56.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 9,368 | $4.08M | 0.01% | +9,368 | New |
| Narwhal Capital Management | 9,588 | $4.17M | 0.51% | −40.0% | Reduced |
| Icon Advisers Inc | 9,700 | $4.22M | 1.05% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 9,749 | $4.25M | 0.42% | −1,164−10.7% | Reduced |
| Metropolitan Life Insurance Co | 9,750 | $4.25M | 0.22% | −581−5.6% | Reduced |
| Greystone Financial Group, LLC | 9,945 | $4.33M | 1.08% | +2,088+26.6% | Added |
| Varma Mutual Pension Insurance Co | 10,000 | $4.35M | 0.05% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 10,099 | $4.40M | 0.09% | +2,551+33.8% | Added |
| Globeflex Capital L P | 10,222 | $4.45M | 0.52% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 10,289 | $4.48M | 0.09% | −434−4.0% | Reduced |
| Van Den Berg Management I, Inc | 10,377 | $4.52M | 1.58% | +10,377 | New |
| Keybank National Association | 10,442 | $4.55M | 0.02% | +347+3.4% | Added |
| Mill Capital Management, LLC | 10,458 | $4.55M | 0.45% | −10−0.1% | Reduced |
| HB Wealth Management, LLC | 10,500 | $4.57M | 0.07% | −444−4.1% | Reduced |
| Oxbow Advisors, LLC | 10,612 | $4.62M | 0.73% | +9,837+1,269.3% | Added |
| Duality Advisers, LP | 10,684 | $4.65M | 0.56% | +1,082+11.3% | Added |
| West Family Investments, Inc. | 10,722 | $4.67M | 1.63% | −216−2.0% | Reduced |
| Flputnam Investment Management Co | 10,738 | $4.68M | 0.13% | +581+5.7% | Added |
| Tiaa Trust, National Association | 10,748 | $4.68M | 0.02% | +10,748 | New |
| Winmill & Co. Inc | 10,790 | $4.70M | 1.72% | 00.0% | Unchanged |
| Clearline Capital LP | 10,847 | $4.72M | 0.47% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 10,858 | $4.73M | 0.09% | −17−0.2% | Reduced |
| Stratos Wealth Partners, LTD. | 10,897 | $4.74M | 0.10% | +6,378+141.1% | Added |
| E. Ohman J:or Asset Management AB | 10,900 | $4.75M | 0.18% | 00.0% | Unchanged |
| Van Eck Associates Corp | 11,044 | $4.81M | 0.01% | +172+1.6% | Added |
| Wealthfront Advisers LLC | 11,056 | $4.81M | 0.02% | −1,224−10.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 8,566 | $4.84M | 0.83% | −374−4.2% | Reduced |
| Foundations Investment Advisors, LLC | 11,110 | $4.84M | 0.15% | +4,072+57.9% | Added |
| Eagle Rock Investment Company, LLC | 11,165 | $4.86M | 1.10% | +402+3.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 11,457 | $4.99M | 0.32% | −2,942−20.4% | Reduced |
| Metis Global Partners, LLC | 11,541 | $5.03M | 0.24% | +1,626+16.4% | Added |
| Empowered Funds, LLC | 11,821 | $5.15M | 0.15% | +7,171+154.2% | Added |
| Shell Asset Management Co | 11,845 | $5.16M | 0.21% | −107−0.9% | Reduced |
| Qsemble Capital Management, LP | 11,925 | $5.19M | 0.97% | +8,175+218.0% | Added |
| Kestra Advisory Services, LLC | 11,965 | $5.21M | 0.05% | +2,032+20.5% | Added |
| Westbourne Investment Advisors, Inc. | 11,989 | $5.22M | 2.40% | +1,103+10.1% | Added |
| Institutional & Family Asset Management, LLC | 11,996 | $5.22M | 0.86% | +40+0.3% | Added |
| Cary Street Partner Investment Advisory LLC | 12,072 | $5.26M | 0.28% | −288−2.3% | Reduced |
| Meritage Portfolio Management | 12,200 | $5.31M | 0.39% | −373−3.0% | Reduced |
| Ostrum Asset Management | 12,223 | $5.32M | 0.49% | −29−0.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 11,769 | $5.35M | 1.90% | −465−3.8% | Reduced |
| New Mexico Educational Retirement Board | 12,346 | $5.38M | 0.23% | +700+6.0% | Added |
| Kingsview Wealth Management, LLC | 12,547 | $5.46M | 0.20% | +8,880+242.2% | Added |
| Cetera Investment Advisers | 12,560 | $5.47M | 0.05% | +1,073+9.3% | Added |
| Jupiter Asset Management Ltd | 12,687 | $5.52M | 0.06% | −125,405−90.8% | Reduced |
| Advisor Partners II, LLC | 12,716 | $5.54M | 0.22% | +455+3.7% | Added |
| Private Advisor Group, LLC | 12,749 | $5.55M | 0.05% | +1,592+14.3% | Added |
| Ontario Teachers Pension Plan Board | 12,891 | $5.61M | 0.06% | +486+3.9% | Added |
| Stock Yards Bank & Trust Co | 12,956 | $5.64M | 0.22% | −23,182−64.1% | Reduced |
| Alpine Woods Capital Investors, LLC | 13,002 | $5.66M | 0.91% | −100−0.8% | Reduced |
| Power Corp of Canada | 13,124 | $5.71M | 0.36% | 00.0% | Unchanged |
| CX Institutional | 13,159 | $5.73M | 0.32% | +466+3.7% | Added |
| Summit Street Capital Management, LLC | 13,465 | $5.86M | 2.62% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 13,489 | $5.87M | 0.90% | +1,261+10.3% | Added |
| Logan Capital Management Inc | 13,492 | $5.87M | 0.30% | −1,037−7.1% | Reduced |
| Endurant Capital Management LP | 13,501 | $5.88M | 5.28% | +7,865+139.5% | Added |
| Pacific Capital Partners Ltd | 13,750 | $5.99M | 3.62% | +13,750 | New |
| Hyman Charles D | 13,877 | $6.04M | 0.39% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 13,922 | $6.06M | 0.26% | −263−1.9% | Reduced |
| GWM Advisors LLC | 13,948 | $6.07M | 0.07% | +1,045+8.1% | Added |
| Ci Investments Inc. | 14,133 | $6.15M | 0.03% | −1,532−9.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 14,228 | $6.20M | 0.68% | −650−4.4% | Reduced |
| GHP Investment Advisors, Inc. | 13,744 | $6.24M | 0.38% | +392+2.9% | Added |
| Tower Research Capital LLC (TRC) | 14,574 | $6.35M | 0.20% | +9,266+174.6% | Added |