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 |
|---|---|---|---|---|---|
| American Trust | 765 | $333.1K | 0.03% | −142−15.7% | Reduced |
| Ridgecrest Wealth Partners, LLC | 765 | $333.1K | 0.23% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 765 | $333.2K | 0.01% | +88+13.0% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 765 | $333.2K | 0.11% | +765 | New |
| Thrive Wealth Management, LLC | 772 | $336.3K | 0.09% | +69+9.8% | Added |
| Transcend Wealth Collective, LLC | 775 | $337.3K | 0.03% | +27+3.6% | Added |
| AXS Investments LLC | 775 | $337.5K | 0.09% | −140−15.3% | Reduced |
| Drive Wealth Management, LLC | 777 | $338.3K | 0.12% | +219+39.2% | Added |
| Valley National Advisers Inc | 779 | $339.0K | 0.06% | −14−1.8% | Reduced |
| Cohen & Steers, Inc. | 784 | $341.0K | 0.00% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 784 | $341.4K | 0.06% | +27+3.6% | Added |
| Schnieders Capital Management LLC | 785 | $341.8K | 0.08% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 786 | $342.0K | 0.22% | 00.0% | Unchanged |
| Ignite Planners, LLC | 772 | $342.7K | 0.10% | +139+22.0% | Added |
| Waddell & Associates, LLC | 789 | $343.5K | 0.05% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 791 | $344.4K | 0.05% | +3+0.4% | Added |
| Five Oceans Advisors | 792 | $344.9K | 0.22% | +2+0.3% | Added |
| First County Bank | 793 | $345.3K | 0.18% | −65−7.6% | Reduced |
| Regent Peak Wealth Advisors LLC | 793 | $345.3K | 0.11% | +5+0.6% | Added |
| Meyer Handelman Co | 800 | $348.3K | 0.01% | 00.0% | Unchanged |
| Sonoma Private Wealth LLC | 802 | $349.3K | 0.64% | +84+11.7% | Added |
| BHK Investment Advisors, LLC | 803 | $349.7K | 0.16% | +803 | New |
| Atlas Wealth LLC | 810 | $352.7K | 0.07% | 00.0% | Unchanged |
| Financial Advisory Group | 813 | $353.9K | 0.07% | −86−9.6% | Reduced |
| Dover Advisors, LLC | 815 | $354.9K | 0.36% | 00.0% | Unchanged |
| HM Payson & Co | 816 | $355.3K | 0.01% | 00.0% | Unchanged |
| Harbor Group, Inc. | 820 | $357.0K | 0.20% | −32−3.8% | Reduced |
| First Affirmative Financial Network | 823 | $358.3K | 0.35% | −32−3.7% | Reduced |
| Astoria Portfolio Advisors LLC. | 797 | $358.4K | 0.17% | −45−5.3% | Reduced |
| SevenBridge Financial Group, LLC | 829 | $361.0K | 0.09% | −32−3.7% | Reduced |
| Legacy Capital Group California, Inc. | 832 | $362.3K | 0.16% | −7−0.8% | Reduced |
| Allworth Financial LP | 834 | $363.3K | 0.00% | −40−4.6% | Reduced |
| Arete Wealth Advisors, LLC | 836 | $364.0K | 0.06% | +250+42.7% | Added |
| CWM Advisors, LLC | 837 | $364.4K | 0.05% | −53−6.0% | Reduced |
| Alerus Financial NA | 847 | $368.8K | 0.03% | −15,120−94.7% | Reduced |
| Verity Asset Management, Inc. | 851 | $370.5K | 0.27% | −1−0.1% | Reduced |
| Michael S. Ryan, Inc. | 824 | $370.9K | 0.35% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 855 | $372.0K | 0.10% | +855 | New |
| Truepoint, Inc. | 855 | $372.3K | 0.01% | +855 | New |
| Arista Wealth Management, LLC | 858 | $373.6K | 0.15% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 859 | $374.0K | 0.37% | +2+0.2% | Added |
| Capital Investment Advisors, LLC | 865 | $376.6K | 0.01% | −273−24.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 867 | $377.3K | 0.13% | −14−1.6% | Reduced |
| Whalerock Point Partners, LLC | 877 | $381.9K | 0.13% | 00.0% | Unchanged |
| St Germain D J Co Inc | 885 | $385.3K | 0.02% | −159−15.2% | Reduced |
| J.W. Cole Advisors, Inc. | 885 | $385.4K | 0.03% | −108−10.9% | Reduced |
| First Light Asset Management, LLC | 886 | $385.8K | 0.04% | 00.0% | Unchanged |
| Hilltop Partners LLC | 891 | $388.0K | 0.16% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 894 | $389.3K | 0.08% | +11+1.2% | Added |
| Park National Corp | 900 | $391.9K | 0.02% | −127−12.4% | Reduced |
| Horan Securities, Inc. | 901 | $392.3K | 0.21% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 908 | $395.4K | 0.08% | +908 | New |
| Key Bridge Compliance, LLC | 908 | $395.4K | 0.12% | +908 | New |
| Abacus Planning Group, Inc. | 909 | $395.8K | 0.10% | +146+19.1% | Added |
| Gryphon Financial Partners LLC | 909 | $396.0K | 0.09% | +129+16.5% | Added |
| Everhart Financial Group, Inc. | 914 | $398.0K | 0.17% | −27−2.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 916 | $398.8K | 0.22% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 917 | $399.2K | 0.29% | −5−0.5% | Reduced |
| Allstate Corp | 919 | $400.2K | 0.02% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 919 | $400.2K | 0.05% | +675+276.6% | Added |
| Lifeworks Advisors, LLC | 920 | $400.6K | 0.16% | +32+3.6% | Added |
| First Financial Bank - Trust Division | 926 | $403.2K | 0.04% | −5−0.5% | Reduced |
| Cornerstone Wealth Group, LLC | 926 | $403.2K | 0.07% | +1+0.1% | Added |
| Keel Point, LLC | 932 | $405.9K | 0.06% | +86+10.2% | Added |
| Spire Wealth Management | 932 | $405.9K | 0.02% | −25−2.6% | Reduced |
| GSB Wealth Management, LLC | 942 | $410.1K | 0.14% | +9+1.0% | Added |
| Sage Mountain Advisors LLC | 942 | $410.2K | 0.06% | −53−5.3% | Reduced |
| HFG Advisors, Inc. | 946 | $412.0K | 0.45% | +50+5.6% | Added |
| Everett Harris & Co | 949 | $413.2K | 0.01% | +11+1.2% | Added |
| IHT Wealth Management, LLC | 951 | $414.3K | 0.02% | +51+5.7% | Added |
| Compton Wealth Advisory Group, LLC | 954 | $415.4K | 0.14% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 966 | $420.6K | 0.13% | −315−24.6% | Reduced |
| Bell Investment Advisors, Inc | 969 | $421.8K | 0.09% | +7+0.7% | Added |
| Ascent Group, LLC | 934 | $423.2K | 0.05% | −22−2.3% | Reduced |
| Colonial Trust Co | 975 | $424.5K | 0.10% | +50+5.4% | Added |
| Cross Staff Investments Inc | 976 | $425.0K | 0.42% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 990 | $431.0K | 0.04% | −2,729−73.4% | Reduced |
| KFG Wealth Management, LLC | 1,002 | $436.3K | 0.24% | −122−10.9% | Reduced |
| SRB Corp | 1,006 | $438.0K | 0.03% | +46+4.8% | Added |
| NorthRock Partners, LLC | 1,006 | $438.0K | 0.05% | +196+24.2% | Added |
| Ronald Blue Trust, Inc. | 987 | $439.0K | 0.01% | +344+53.5% | Added |
| Capital Investment Advisory Services, LLC | 1,012 | $440.6K | 0.04% | +20+2.0% | Added |
| PBMares Wealth Management LLC | 1,015 | $441.8K | 0.16% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 1,016 | $442.5K | 0.06% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 1,018 | $443.3K | 0.19% | +1,018 | New |
| Evergreen Capital Management LLC | 1,022 | $445.0K | 0.02% | +12+1.2% | Added |
| Basepoint Wealth LLC | 1,024 | $445.9K | 0.36% | +32+3.2% | Added |
| Burke & Herbert Bank & Trust Co | 1,040 | $452.8K | 0.37% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 1,042 | $453.7K | 0.01% | +334+47.2% | Added |
| Alpha Omega Wealth Management LLC | 1,049 | $456.8K | 0.08% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 1,050 | $457.2K | 0.02% | 00.0% | Unchanged |
| Campion Asset Management LLC | 1,050 | $457.2K | 0.42% | 00.0% | Unchanged |
| Capital Financial Planning, LLC | 1,050 | $457.2K | 0.18% | −1−0.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,054 | $458.9K | 0.08% | −32−2.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,056 | $459.9K | 0.05% | −20−1.9% | Reduced |
| Weinberger Asset Management, Inc | 1,058 | $460.8K | 0.26% | +3+0.3% | Added |
| Fukoku Mutual Life Insurance Co | 1,063 | $462.9K | 0.04% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 1,065 | $463.7K | 0.27% | −12−1.1% | Reduced |
| Laidlaw Wealth Management LLC | 1,066 | $464.3K | 0.15% | −95−8.2% | Reduced |
| Virtue Capital Management, LLC | 1,051 | $465.6K | 0.08% | 00.0% | Unchanged |