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 |
|---|---|---|---|---|---|
| Ogorek Anthony Joseph | 68 | $29.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 67 | $29.2K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 68 | $29.6K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 69 | $30.2K | 0.01% | +69 | New |
| Bank of New Hampshire | 70 | $30.5K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 70 | $30.5K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 70 | $30.5K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 68 | $30.7K | 0.01% | +15+28.3% | Added |
| Baystate Wealth Management LLC | 74 | $32.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75 | $32.7K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 75 | $32.7K | 0.03% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 76 | $33.1K | 0.02% | −16−17.4% | Reduced |
| Piscataqua Savings Bank | 79 | $34.4K | 0.03% | −9−10.2% | Reduced |
| Pinnacle Bancorp, Inc. | 79 | $34.4K | 0.01% | +50+172.4% | Added |
| Plante Moran Financial Advisors, LLC | 84 | $36.6K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 86 | $37.3K | 0.00% | −20−18.9% | Reduced |
| Tyler-Stone Wealth Management | 88 | $38.0K | 0.02% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 90 | $39.0K | 0.01% | +1+1.1% | Added |
| Motco | 92 | $40.1K | 0.00% | −18−16.4% | Reduced |
| Financial Management Professionals, Inc. | 97 | $42.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 99 | $43.1K | 0.03% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 100 | $43.5K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 103 | $44.8K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 104 | $45.3K | 0.01% | −50−32.5% | Reduced |
| Northwest Investment Counselors, LLC | 105 | $45.7K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 105 | $45.7K | 0.03% | +105 | New |
| Abound Wealth Management | 108 | $47.0K | 0.02% | +5+4.9% | Added |
| Cambridge Trust Co | 109 | $47.5K | 0.00% | −75−40.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 109 | $47.5K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 110 | $47.9K | 0.00% | −19−14.7% | Reduced |
| GeoWealth Management, LLC | 113 | $50.0K | 0.01% | +52+85.2% | Added |
| Mascoma Wealth Management LLC | 115 | $50.1K | 0.02% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 116 | $50.5K | 0.00% | −59−33.7% | Reduced |
| Milestone Investment Advisors LLC | 118 | $51.4K | 0.01% | +118 | New |
| City State Bank | 122 | $53.0K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 122 | $53.1K | 0.05% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 127 | $55.3K | 0.05% | 00.0% | Unchanged |
| Steward Financial Group LLC | 130 | $56.0K | 0.02% | +9+7.4% | Added |
| Key Financial Inc | 130 | $56.6K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 137 | $59.7K | 0.01% | −9−6.2% | Reduced |
| Cedar Wealth Management, LLC | 140 | $61.0K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 141 | $61.4K | 0.05% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 141 | $61.4K | 0.00% | −2,242−94.1% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 139 | $62.0K | 0.03% | +5+3.7% | Added |
| Highlander Capital Management, LLC | 150 | $65.0K | 0.03% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 150 | $65.0K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 150 | $65.3K | 0.03% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 150 | $65.3K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 150 | $65.3K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 150 | $65.3K | 0.03% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 155 | $67.5K | 0.03% | +4+2.6% | Added |
| Stephens Consulting, LLC | 164 | $71.4K | 0.03% | 00.0% | Unchanged |
| Central Bank & Trust Co | 168 | $73.1K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 180 | $78.4K | 0.00% | +180 | New |
| Park Place Capital Corp | 181 | $78.8K | 0.02% | −1−0.5% | Reduced |
| Eagle Bay Advisors LLC | 181 | $78.9K | 0.04% | +9+5.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 191 | $83.2K | 0.04% | +191 | New |
| Thompson Siegel & Walmsley LLC | 196 | $85.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 199 | $86.6K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 202 | $88.0K | 0.04% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 202 | $88.0K | 0.02% | +202 | New |
| Tradition Wealth Management, LLC | 202 | $88.0K | 0.01% | +1+0.5% | Added |
| AlphaMark Advisors, LLC | 205 | $89.0K | 0.04% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 216 | $94.1K | 0.01% | +136+170.0% | Added |
| Jones Financial Companies LLLP | 218 | $94.9K | 0.00% | +2+0.9% | Added |
| Itau Unibanco Holding S.A. | 221 | $96.2K | 0.00% | −908−80.4% | Reduced |
| BluePath Capital Management, LLC | 225 | $98.0K | 0.09% | +225 | New |
| Capital Advisors, Ltd. LLC | 224 | $98.0K | 0.02% | +13+6.2% | Added |
| Spotlight Asset Group, Inc. | 228 | $99.3K | 0.09% | −133−36.8% | Reduced |
| Stuart Chaussee & Associates, Inc. | 232 | $101.0K | 0.03% | 00.0% | Unchanged |
| Investors Research Corp | 235 | $102.3K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 243 | $105.9K | 0.01% | +133+120.9% | Added |
| West Oak Capital, LLC | 250 | $109.0K | 0.05% | 00.0% | Unchanged |
| Operose Advisors LLC | 254 | $110.6K | 0.04% | +254 | New |
| Hanson & Doremus Investment Management | 255 | $111.0K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 255 | $111.1K | 0.03% | +63+32.8% | Added |
| West Paces Advisors Inc. | 257 | $111.9K | 0.04% | −34−11.7% | Reduced |
| Silvant Capital Management LLC | 257 | $111.9K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 260 | $113.2K | 0.07% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 299 | $130.2K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 300 | $130.6K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 306 | $133.2K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 306 | $133.2K | 0.07% | 00.0% | Unchanged |
| American National Bank | 317 | $138.0K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 326 | $142.1K | 0.02% | −1−0.3% | Reduced |
| DB Wealth Management Group, LLC | 327 | $142.4K | 0.09% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 345 | $150.2K | 0.02% | −7−2.0% | Reduced |
| Center for Financial Planning, Inc. | 349 | $152.0K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 351 | $152.8K | 0.06% | +80+29.5% | Added |
| MV Capital Management, Inc. | 357 | $155.4K | 0.02% | −3−0.8% | Reduced |
| Evolution Advisers, Inc. | 371 | $161.0K | 0.12% | −9−2.4% | Reduced |
| Delta Asset Management LLC | 370 | $161.1K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 379 | $165.0K | 0.06% | −6−1.6% | Reduced |
| Hartford Financial Management Inc. | 380 | $165.5K | 0.04% | 00.0% | Unchanged |
| Jackson Square Partners, LLC | 380 | $165.5K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 386 | $168.2K | 0.06% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 394 | $171.6K | 0.04% | −25−6.0% | Reduced |
| Avalon Trust Co | 400 | $174.2K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 426 | $185.0K | 0.03% | +426 | New |
| Colonial Trust Advisors | 431 | $187.7K | 0.02% | 00.0% | Unchanged |