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 |
|---|---|---|---|---|---|
| Legacy Financial Advisors, Inc. | 1,073 | $467.1K | 0.09% | +600+126.8% | Added |
| Seven Eight Capital, LP | 1,079 | $469.8K | 0.05% | +511+90.0% | Added |
| Cim Investment Mangement Inc | 1,089 | $474.2K | 0.17% | −26−2.3% | Reduced |
| Nations Financial Group Inc, | 1,090 | $474.6K | 0.05% | +1,090 | New |
| Benjamin F. Edwards & Company, Inc. | 1,095 | $477.0K | 0.02% | +660+151.7% | Added |
| Aspiriant, LLC | 1,099 | $478.5K | 0.02% | +240+27.9% | Added |
| JB Capital LLC | 1,099 | $478.7K | 0.04% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,100 | $479.0K | 0.02% | −401−26.7% | Reduced |
| Dodge & Cox | 1,100 | $479.0K | 0.00% | 00.0% | Unchanged |
| Farmers Trust Co | 1,100 | $479.0K | 0.11% | 00.0% | Unchanged |
| Baxter Bros Inc | 1,100 | $479.0K | 0.07% | +1,100 | New |
| Prime Capital Investment Advisors, LLC | 1,100 | $479.1K | 0.01% | −53−4.6% | Reduced |
| Ellevest, Inc. | 1,101 | $479.4K | 0.04% | +34+3.2% | Added |
| Signet Financial Management, LLC | 1,104 | $480.6K | 0.08% | −113−9.3% | Reduced |
| NVWM, LLC | 1,116 | $485.9K | 0.16% | −8−0.7% | Reduced |
| Keystone Financial Services | 1,116 | $486.0K | 0.26% | +1,116 | New |
| Asahi Life Asset Management Co., Ltd. | 1,120 | $487.7K | 0.17% | +1,120 | New |
| Capula Management Ltd | 1,120 | $487.7K | 0.03% | +1,120 | New |
| Sigma Planning Corp | 1,120 | $487.7K | 0.02% | −830−42.6% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 1,127 | $490.7K | 0.64% | −21−1.8% | Reduced |
| Cardiff Park Advisors, LLC | 1,128 | $491.2K | 0.06% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 1,130 | $492.0K | 0.03% | +33+3.0% | Added |
| Citizens Financial Group Inc | 1,136 | $494.5K | 0.02% | +47+4.3% | Added |
| Lingohr & Partner Asset Management GmbH | 1,139 | $496.0K | 1.29% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,141 | $496.6K | 0.06% | +45+4.1% | Added |
| Country Club Bank | 1,117 | $499.6K | 0.04% | −20−1.8% | Reduced |
| Prospera Financial Services Inc | 1,153 | $503.5K | 0.02% | +76+7.1% | Added |
| Dean Investment Associates, LLC | 1,160 | $505.1K | 0.08% | −16−1.4% | Reduced |
| Vestor Capital, LLC | 1,162 | $506.0K | 0.05% | −92−7.3% | Reduced |
| First Western Trust Bank | 1,165 | $507.3K | 0.03% | −31−2.6% | Reduced |
| Pathway Financial Advisers, LLC | 1,165 | $507.8K | 0.21% | +1,165 | New |
| Cloverfields Capital Group, LP | 1,168 | $508.6K | 0.23% | 00.0% | Unchanged |
| Holderness Investments Co | 1,171 | $509.7K | 0.20% | +21+1.8% | Added |
| Peachtree Investment Partners, LLC | 1,171 | $509.8K | 0.26% | −269−18.7% | Reduced |
| Moneta Group Investment Advisors LLC | 1,174 | $511.2K | 0.01% | −438−27.2% | Reduced |
| Ascent Wealth Partners, LLC | 1,178 | $512.9K | 0.09% | +172+17.1% | Added |
| Stiles Financial Services Inc | 1,179 | $513.5K | 0.27% | −8−0.7% | Reduced |
| Column Capital Advisors, LLC | 1,187 | $516.8K | 0.08% | −5−0.4% | Reduced |
| WMS Partners, LLC | 1,190 | $518.0K | 0.04% | −2−0.2% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 1,193 | $519.5K | 0.33% | −13−1.1% | Reduced |
| Wealthcare Advisory Partners LLC | 1,194 | $519.9K | 0.02% | +148+14.1% | Added |
| Fosun International Ltd | 1,200 | $522.5K | 0.08% | +500+71.4% | Added |
| Banco BTG Pactual S.A. | 1,200 | $522.5K | 0.21% | +1,200 | New |
| Compagnie Lombard Odier SCmA | 1,200 | $522.5K | 0.01% | +1,200 | New |
| Massmutual Trust Co FSB | 1,202 | $523.4K | 0.02% | +16+1.3% | Added |
| Harbour Investments, Inc. | 1,205 | $524.8K | 0.03% | −138−10.3% | Reduced |
| Accredited Investors Inc. | 1,212 | $527.7K | 0.04% | −20−1.6% | Reduced |
| Bedel Financial Consulting, Inc. | 1,227 | $534.3K | 0.11% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 1,227 | $534.3K | 0.40% | +27+2.3% | Added |
| Bedel Financial Consulting Inc | 1,227 | $534.3K | 0.11% | +1,227 | New |
| Salem Investment Counselors Inc | 1,228 | $534.7K | 0.02% | −50−3.9% | Reduced |
| Sherbrooke Park Advisers LLC | 1,245 | $542.1K | 0.17% | +1,245 | New |
| Warren Averett Asset Management, LLC | 1,253 | $545.4K | 0.02% | −31−2.4% | Reduced |
| Altfest L J & Co Inc | 1,256 | $547.0K | 0.09% | +499+65.9% | Added |
| Hurlow Wealth Management Group, Inc. | 1,261 | $549.1K | 0.24% | −218−14.7% | Reduced |
| Tilt Investment Management Holdings, PBC | 1,264 | $550.4K | 0.39% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 1,268 | $552.1K | 0.03% | +19+1.5% | Added |
| DGS Capital Management, LLC | 1,271 | $553.2K | 0.27% | −25−1.9% | Reduced |
| Axxcess Wealth Management, LLC | 1,278 | $556.5K | 0.02% | +1,278 | New |
| Wedmont Private Capital | 1,231 | $557.7K | 0.06% | −6−0.5% | Reduced |
| Burns Matteson Capital Management, LLC | 1,296 | $564.3K | 0.36% | +1,296 | New |
| Shufro Rose & Co LLC | 1,300 | $566.0K | 0.05% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 1,303 | $567.2K | 0.13% | −29−2.2% | Reduced |
| Schechter Investment Advisors, LLC | 1,307 | $569.1K | 0.06% | +240+22.5% | Added |
| Exchange Traded Concepts, LLC | 1,309 | $570.0K | 0.02% | −25−1.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 1,309 | $570.0K | 0.03% | +324+32.9% | Added |
| Quent Capital, LLC | 1,311 | $571.0K | 0.09% | −27−2.0% | Reduced |
| Fundamentun, LLC | 1,314 | $572.6K | 0.09% | +115+9.6% | Added |
| Fidelis Capital Partners, LLC | 1,312 | $572.6K | 0.20% | −66−4.8% | Reduced |
| WESPAC Advisors SoCal, LLC | 1,323 | $576.1K | 0.19% | −120−8.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,325 | $576.9K | 0.01% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 1,327 | $577.8K | 0.11% | −23−1.7% | Reduced |
| Northern Financial Advisors Inc | 1,334 | $580.9K | 0.53% | −124−8.5% | Reduced |
| Apella Capital, LLC | 1,338 | $582.6K | 0.04% | −18−1.3% | Reduced |
| Glenview Trust Co | 1,340 | $583.5K | 0.02% | +148+12.4% | Added |
| Wealth Alliance | 1,343 | $584.7K | 0.09% | −67−4.8% | Reduced |
| Humankind Investments LLC | 1,344 | $585.2K | 0.24% | −31−2.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,350 | $587.8K | 0.13% | +570+73.1% | Added |
| Aspire Private Capital, LLC | 1,350 | $587.8K | 0.19% | +70+5.5% | Added |
| Bessemer Securities LLC | 1,352 | $589.0K | 0.82% | +15+1.1% | Added |
| City Holding Co | 1,354 | $589.5K | 0.10% | −106−7.3% | Reduced |
| Joel Isaacson & Co., LLC | 1,355 | $590.0K | 0.04% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,359 | $591.8K | 0.35% | +15+1.1% | Added |
| Echo Street Capital Management LLC | 1,361 | $592.6K | 0.01% | +291+27.2% | Added |
| Sentry Investment Management LLC | 1,363 | $593.0K | 0.28% | −330−19.5% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,363 | $593.0K | 0.32% | −2−0.1% | Reduced |
| Personal Cfo Solutions, LLC | 1,366 | $595.2K | 0.12% | +56+4.3% | Added |
| Atlas Private Wealth Advisors | 1,390 | $605.6K | 0.11% | −96−6.5% | Reduced |
| HighVista Strategies LLC | 1,400 | $609.6K | 0.28% | +1,400 | New |
| Keystone Financial Group | 1,405 | $611.7K | 0.10% | +1+0.1% | Added |
| Great Diamond Partners, LLC | 1,406 | $612.2K | 0.17% | −56−3.8% | Reduced |
| Monarch Capital Management Inc | 1,408 | $613.1K | 0.20% | −68−4.6% | Reduced |
| United Community Bank | 1,410 | $613.9K | 0.30% | +15+1.1% | Added |
| Naviter Wealth, LLC | 1,418 | $617.4K | 0.15% | +100+7.6% | Added |
| Sciencast Management LP | 1,429 | $622.2K | 0.28% | +1,429 | New |
| Linden Thomas Advisory Services, LLC | 1,436 | $625.3K | 0.14% | −263−15.5% | Reduced |
| Arden Trust Co | 1,436 | $625.3K | 0.10% | −77−5.1% | Reduced |
| Two Sigma Securities, LLC | 1,445 | $629.2K | 0.03% | −1,311−47.6% | Reduced |
| Wesbanco Bank Inc | 1,464 | $637.5K | 0.03% | −25−1.7% | Reduced |
| Proequities, Inc. | 1,466 | $638.1K | 0.05% | −10−0.7% | Reduced |