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 |
|---|---|---|---|---|---|
| Addison Advisors LLC | 594 | $258.6K | 0.12% | +51+9.4% | Added |
| Moody Aldrich Partners LLC | 592 | $259.9K | 0.05% | +592 | New |
| DFPG Investments, LLC | 575 | $260.6K | 0.02% | +46+8.7% | Added |
| Alta Advisers Ltd | 600 | $261.3K | 0.15% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 600 | $261.4K | 0.18% | −11−1.8% | Reduced |
| Good Life Advisors, LLC | 601 | $262.1K | 0.03% | +5+0.8% | Added |
| Strategic Blueprint, LLC | 606 | $263.7K | 0.02% | −29−4.6% | Reduced |
| Childress Capital Advisors, LLC | 607 | $264.3K | 0.09% | +607 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 607 | $264.4K | 0.02% | +67+12.4% | Added |
| Eschler Asset Management LLP | 608 | $264.7K | 0.31% | +608 | New |
| Addison Capital Co | 610 | $265.0K | 0.21% | +88+16.9% | Added |
| Guardian Wealth Advisors, LLC | 609 | $265.2K | 0.05% | −18−2.9% | Reduced |
| Gsa Capital Partners LLP | 611 | $266.0K | 0.02% | −390−39.0% | Reduced |
| Diligent Investors, LLC | 612 | $266.6K | 0.08% | −28−4.4% | Reduced |
| InterOcean Capital Group, LLC | 613 | $266.9K | 0.01% | −9−1.4% | Reduced |
| Chicago Trust Co NA | 613 | $266.9K | 0.07% | −73−10.6% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 613 | $266.9K | 0.23% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 614 | $267.0K | 0.12% | +614 | New |
| Trust Co of Virginia | 614 | $267.3K | 0.03% | +614 | New |
| Montag A & Associates Inc | 615 | $267.6K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 615 | $267.6K | 0.14% | −3−0.5% | Reduced |
| Reston Wealth Management LLC | 619 | $269.5K | 0.14% | −65−9.5% | Reduced |
| Indiana Trust & Investment Management CO | 619 | $269.5K | 0.14% | −26−4.0% | Reduced |
| Charter Trust Co | 619 | $269.5K | 0.02% | −1−0.2% | Reduced |
| Client 1st Advisory Group, LLC | 620 | $270.0K | 0.14% | 00.0% | Unchanged |
| Family Firm, Inc. | 623 | $271.2K | 0.08% | +2+0.3% | Added |
| Farther Finance Advisors, LLC | 623 | $271.4K | 0.04% | +262+72.6% | Added |
| Washington Capital Management Inc | 625 | $272.1K | 0.25% | 00.0% | Unchanged |
| Saranac Partners Ltd | 630 | $274.3K | 0.15% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 636 | $276.9K | 0.02% | −24,261−97.4% | Reduced |
| Fiduciary Alliance LLC | 638 | $277.8K | 0.06% | −31−4.6% | Reduced |
| Arkadios Wealth Advisors | 638 | $278.0K | 0.03% | +7+1.1% | Added |
| New England Capital Financial Advisors LLC | 639 | $278.3K | 0.19% | +44+7.4% | Added |
| Woodstock Corp | 640 | $278.7K | 0.03% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 640 | $278.8K | 0.13% | −12−1.8% | Reduced |
| Bradley Foster & Sargent Inc | 631 | $280.3K | 0.01% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 644 | $280.4K | 0.21% | +39+6.4% | Added |
| Jacobi Capital Management LLC | 646 | $281.1K | 0.03% | +17+2.7% | Added |
| Affinity Investment Advisors, LLC | 650 | $283.0K | 0.18% | −4−0.6% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 650 | $283.0K | 0.21% | 00.0% | Unchanged |
| Dakota Wealth Management | 653 | $284.3K | 0.01% | −208−24.2% | Reduced |
| Stratos Wealth Advisors, LLC | 659 | $287.1K | 0.02% | +21+3.3% | Added |
| Catalyst Financial Partners LLC | 662 | $288.2K | 0.09% | +73+12.4% | Added |
| Grove Bank & Trust | 663 | $288.7K | 0.06% | +146+28.2% | Added |
| Court Place Advisors, LLC | 667 | $290.4K | 0.10% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 671 | $292.2K | 0.20% | −2,665−79.9% | Reduced |
| Smithfield Trust Co | 675 | $293.0K | 0.02% | −10−1.5% | Reduced |
| Raleigh Capital Management Inc. | 674 | $293.4K | 0.15% | +18+2.7% | Added |
| Octavia Wealth Advisors, LLC | 676 | $294.3K | 0.06% | +176+35.2% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 669 | $294.5K | 0.23% | −10−1.5% | Reduced |
| Prosperity Financial Group, Inc. | 680 | $296.1K | 0.24% | +25+3.8% | Added |
| Aldebaran Financial Inc. | 680 | $296.3K | 0.48% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 681 | $296.5K | 0.00% | −1,355−66.6% | Reduced |
| SageView Advisory Group, LLC | 677 | $296.7K | 0.02% | +136+25.1% | Added |
| Berger Financial Group, Inc | 684 | $297.9K | 0.03% | −9−1.3% | Reduced |
| Summit Financial Group Inc | 688 | $299.6K | 0.13% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 689 | $299.9K | 0.06% | +73+11.9% | Added |
| Banque Pictet & Cie SA | 695 | $302.6K | 0.00% | −2,014−74.3% | Reduced |
| Adams Wealth Management | 695 | $302.6K | 0.10% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 697 | $303.5K | 0.02% | +23+3.4% | Added |
| Fluent Financial, LLC | 698 | $303.9K | 0.16% | +698 | New |
| Kayne Anderson Rudnick Investment Management LLC | 698 | $303.9K | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 699 | $304.4K | 0.19% | +125+21.8% | Added |
| Brandywine Oak Private Wealth LLC | 699 | $304.4K | 0.04% | 00.0% | Unchanged |
| Owen LaRue, LLC | 700 | $304.8K | 0.34% | 00.0% | Unchanged |
| Sandler Capital Management | 700 | $304.8K | 0.05% | 00.0% | Unchanged |
| Choate Investment Advisors | 701 | $305.2K | 0.01% | +701 | New |
| Tandem Investment Advisors, Inc. | 702 | $305.7K | 0.01% | −72−9.3% | Reduced |
| Trilogy Capital Inc. | 704 | $306.4K | 0.02% | −86−10.9% | Reduced |
| Venture Visionary Partners LLC | 704 | $306.6K | 0.02% | −48−6.4% | Reduced |
| Sierra Capital LLC | 704 | $307.0K | 0.05% | 00.0% | Unchanged |
| Marotta Asset Management | 707 | $307.8K | 0.07% | 00.0% | Unchanged |
| Concord Wealth Partners | 711 | $309.8K | 0.07% | −369−34.2% | Reduced |
| Canal Capital Management, LLC | 715 | $311.5K | 0.06% | +5+0.7% | Added |
| Convergence Investment Partners, LLC | 717 | $312.0K | 0.18% | +17+2.4% | Added |
| Fulton Breakefield Broenniman LLC | 718 | $312.6K | 0.03% | +3+0.4% | Added |
| Avantax Planning Partners, Inc. | 719 | $313.1K | 0.01% | −4−0.6% | Reduced |
| Glassman Wealth Services | 722 | $314.4K | 0.05% | −26−3.5% | Reduced |
| Carson Advisory Inc. | 723 | $314.8K | 0.28% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 724 | $315.2K | 0.23% | +79+12.2% | Added |
| First National Trust Co | 727 | $316.5K | 0.02% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 727 | $316.7K | 0.04% | −420−36.6% | Reduced |
| Headlands Technologies LLC | 729 | $317.4K | 0.16% | +448+159.4% | Added |
| East Coast Asset Management, LLC. | 730 | $317.9K | 0.14% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 732 | $318.7K | 0.04% | −70−8.7% | Reduced |
| Geller Advisors LLC | 733 | $319.2K | 0.04% | −317−30.2% | Reduced |
| Financial Enhancement Group LLC | 693 | $320.6K | 0.06% | −141−16.9% | Reduced |
| Regatta Capital Group, LLC | 739 | $321.8K | 0.10% | +249+50.8% | Added |
| Evercore Wealth Management, LLC | 741 | $322.6K | 0.01% | −58−7.3% | Reduced |
| Fisher Asset Management, LLC | 744 | $324.3K | 0.00% | +152+25.7% | Added |
| State of Wyoming | 747 | $325.3K | 0.07% | −29−3.7% | Reduced |
| Platform Technology Partners | 748 | $325.7K | 0.15% | +748 | New |
| Hamilton Capital, LLC | 753 | $327.9K | 0.03% | +13+1.8% | Added |
| MBM Wealth Consultants, LLC | 724 | $328.8K | 0.14% | +724 | New |
| Lountzis Asset Management, LLC | 755 | $329.0K | 0.18% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 757 | $329.6K | 0.01% | +4+0.5% | Added |
| SRS Capital Advisors, Inc. | 758 | $330.2K | 0.04% | −43−5.4% | Reduced |
| Capital Management Corp | 760 | $330.9K | 0.07% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 760 | $331.0K | 0.05% | −70−8.4% | Reduced |
| Atlantic Trust, LLC | 763 | $332.2K | 0.11% | −29−3.7% | Reduced |