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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.

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: 1,423 institutionsQ2 2022: 1,443 institutionsQ3 2022: 1,448 institutionsQ4 2022: 1,550 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,672 institutionsQ2 2024: 1,712 institutionsQ3 2024: 1,702 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 20241,702$107.2B
Q2 20241,712$112.7B
Q1 20241,672$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,550$108.8B
Q3 20221,448$97.0B
Q2 20221,443$103.2B
Q1 20221,423$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
Evoke Wealth, LLC0$00.00%−462−100.0%Sold out
Forum Private Client Group LLC0$00.00%−462−100.0%Sold out
Scarborough Advisors, LLC0$00.00%−459−100.0%Sold out
Invesco, LLC0$00.00%−459−100.0%Sold out
Marcum Wealth, LLC0$00.00%−458−100.0%Sold out
AIMZ Investment Advisors, LLC0$00.00%−456−100.0%Sold out
Trust Investment Advisors0$00.00%−452−100.0%Sold out
Sage Rhino Capital LLC0$00.00%−452−100.0%Sold out
Byrne Asset Management LLC0$00.00%−365−100.0%Sold out
Clear Street Markets LLC0$00.00%−309−100.0%Sold out
PCA Investment Advisory Services Inc.0$00.00%−256−100.0%Sold out
Old Point Trust & Financial Services N A0$00.00%−218−100.0%Sold out
Tilia Fiduciary Partners, Inc.0$00.00%−180−100.0%Sold out
ICA Group Wealth Management, LLC0$00.00%−148−100.0%Sold out
West Tower Group, LLC0$00.00%−123−100.0%Sold out
M&R Capital Management Inc0$00.00%−115−100.0%Sold out
Industrial Alliance Investment Management Inc.0$00.00%−87−100.0%Sold out
O'Dell Group, LLC0$00.00%−68−100.0%Sold out
J.Safra Asset Management Corp0$00.00%−55−100.0%Sold out
WealthPLAN Partners, LLC0$00.00%−40−100.0%Sold out
Bollard Group LLC0$00.00%−25−100.0%Sold out
Worth Asset Management, LLC0$00.00%−22−100.0%Sold out
Creative Capital Management Investments LLC0$00.00%−19−100.0%Sold out
Disciplined Investments, LLC0$00.00%−16−100.0%Sold out
Safeguard Financial, LLC0$00.00%−10−100.0%Sold out
Crewe Advisors LLC0$00.00%−3−100.0%Sold out
25 LLC0$00.00%−2−100.0%Sold out
Pictet Asset Management SA––––Not filed
Tekla Capital Management LLC––––Not filed
Tiaa, FSB––––Not filed
Kames Capital plc––––Not filed
PFS Investments Inc.––––Not filed
EA Series Trust––––Not filed
44 Wealth Management LLC––––Not filed
First National Bank of South Miami––––Not filed
First Capital Advisors Group, LLC.––––Not filed
Coastal Capital Group, Inc.––––Not filed
Vigilant Capital Management, LLC––––Not filed
First Command Bank––––Not filed
First Command Financial Services, Inc.––––Not filed
BDO Wealth Advisors, LLC––––Not filed
BerganKDV Wealth Management, LLC––––Not filed
Kistler-Tiffany Companies, LLC––––Not filed
Thomas White International Ltd––––Not filed