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 |
|---|---|---|---|---|---|
| Plancorp, LLC | 1,467 | $638.8K | 0.03% | +17+1.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,469 | $639.6K | 0.00% | +100+7.3% | Added |
| Shelton Capital Management | 1,471 | $640.5K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 1,472 | $640.7K | 0.08% | −24−1.6% | Reduced |
| Windsor Group LTD | 1,477 | $643.0K | 0.12% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 1,478 | $643.6K | 0.46% | +798+117.4% | Added |
| Stony Point Wealth Management Inc. | 1,425 | $645.7K | 0.34% | −30−2.1% | Reduced |
| Kapstone Financial Advisors LLC | 1,486 | $647.2K | 0.58% | +120+8.8% | Added |
| Matisse Capital | 1,487 | $647.5K | 0.46% | −2,000−57.4% | Reduced |
| Nilsine Partners, LLC | 1,503 | $654.4K | 0.10% | −23−1.5% | Reduced |
| Boothbay Fund Management, LLC | 1,506 | $655.7K | 0.02% | +780+107.4% | Added |
| Okabena Investment Services Inc | 1,514 | $659.2K | 0.51% | −103−6.4% | Reduced |
| Taylor Hoffman Wealth Management | 1,514 | $659.2K | 0.34% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,514 | $659.4K | 0.03% | +9+0.6% | Added |
| Erste Asset Management GmbH | 1,489 | $663.0K | 0.01% | 00.0% | Unchanged |
| Middleton & Co Inc | 1,525 | $664.0K | 0.09% | −50−3.2% | Reduced |
| Prudent Man Advisors, LLC | 1,535 | $668.4K | 0.27% | +5+0.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,537 | $669.2K | 0.09% | −43−2.7% | Reduced |
| PDS Planning, Inc | 1,542 | $671.4K | 0.09% | −1−0.1% | Reduced |
| Thomasville National Bank | 1,550 | $674.9K | 0.07% | −77−4.7% | Reduced |
| Northeast Investment Management | 1,554 | $676.6K | 0.04% | +214+16.0% | Added |
| Genesee Capital Advisors, LLC | 1,561 | $679.8K | 0.49% | −75−4.6% | Reduced |
| Michael B. Yongue | 1,565 | $681.4K | 0.66% | −64−3.9% | Reduced |
| Horizon Investments, LLC | 1,566 | $681.9K | 0.02% | −9−0.6% | Reduced |
| Hollencrest Capital Management | 1,579 | $687.5K | 0.08% | +3+0.2% | Added |
| Valmark Advisers, Inc. | 1,588 | $691.4K | 0.01% | +29+1.9% | Added |
| Compass Wealth Management LLC | 1,593 | $693.6K | 0.22% | −65−3.9% | Reduced |
| Systematic Alpha Investments, LLC | 1,597 | $695.4K | 0.03% | 00.0% | Unchanged |
| Constitution Capital LLC | 1,600 | $696.7K | 0.47% | −150−8.6% | Reduced |
| NBC Securities, Inc. | 1,601 | $697.0K | 0.08% | +1,601 | New |
| Brookstone Capital Management | 1,506 | $697.7K | 0.02% | +146+10.7% | Added |
| Terry L. Blaker | 1,604 | $698.4K | 0.06% | −46−2.8% | Reduced |
| Indie Asset Partners, LLC | 1,608 | $700.3K | 0.71% | 00.0% | Unchanged |
| Agf Management Ltd | 1,612 | $701.9K | 0.00% | +1,612 | New |
| J. W. Coons Advisors, LLC | 1,615 | $703.2K | 0.20% | +100+6.6% | Added |
| Detalus Advisors, LLC | 1,617 | $704.2K | 0.33% | +4+0.2% | Added |
| Strategic Investment Advisors | 1,619 | $704.8K | 0.12% | +19+1.2% | Added |
| Money Concepts Capital Corp | 1,612 | $707.1K | 0.07% | +29+1.8% | Added |
| Beacon Financial Group | 1,603 | $709.0K | 0.10% | +21+1.3% | Added |
| Brogan Financial, Inc. | 1,635 | $711.9K | 0.63% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,660 | $722.8K | 0.15% | +40+2.5% | Added |
| Eqis Capital Management, Inc. | 1,663 | $724.3K | 0.09% | +961+136.9% | Added |
| Graypoint LLC | 1,684 | $733.1K | 0.07% | +193+12.9% | Added |
| Donoghue Forlines LLC | 1,693 | $737.2K | 0.26% | +1,693 | New |
| Procyon Private Wealth Partners, LLC | 1,702 | $741.1K | 0.08% | +1,130+197.6% | Added |
| Twin Capital Management Inc | 1,705 | $742.4K | 0.11% | −176−9.4% | Reduced |
| Fortem Financial Group, LLC | 1,707 | $743.3K | 0.44% | +863+102.3% | Added |
| Smithbridge Asset Management Inc | 1,709 | $744.0K | 0.18% | −23−1.3% | Reduced |
| Congress Wealth Management LLC | 1,714 | $746.5K | 0.02% | +8+0.5% | Added |
| Global Trust Asset Management, LLC | 1,743 | $758.7K | 0.36% | −35−2.0% | Reduced |
| Brown Brothers Harriman & Co | 1,746 | $760.2K | 0.01% | +758+76.7% | Added |
| Vise Technologies, Inc. | 1,751 | $762.4K | 0.19% | +186+11.9% | Added |
| Defined Wealth Management, LLC | 1,753 | $763.3K | 0.65% | +7+0.4% | Added |
| McLean Asset Management Corp | 1,679 | $763.9K | 0.31% | −9−0.5% | Reduced |
| Conning Inc. | 1,755 | $764.2K | 0.03% | +25+1.4% | Added |
| Leonteq Securities AG | 1,760 | $766.3K | 0.08% | −637−26.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 1,809 | $787.5K | 0.01% | −156−7.9% | Reduced |
| Blueshift Asset Management, LLC | 1,832 | $797.7K | 0.47% | −375−17.0% | Reduced |
| Rehmann Capital Advisory Group | 1,837 | $800.2K | 0.07% | +98+5.6% | Added |
| Oxford Financial Group Ltd | 1,839 | $800.7K | 0.07% | +1,084+143.6% | Added |
| Busey Wealth Management | 1,839 | $800.7K | 0.03% | −184−9.1% | Reduced |
| CSS LLC | 1,850 | $805.5K | 0.07% | +1,200+184.6% | Added |
| Qtron Investments LLC | 1,855 | $807.7K | 0.15% | −1,189−39.1% | Reduced |
| Garde Capital, Inc. | 1,855 | $808.0K | 0.07% | +5+0.3% | Added |
| Perigon Wealth Management, LLC | 1,861 | $810.3K | 0.03% | −274−12.8% | Reduced |
| Fiduciary Trust Co | 1,869 | $813.8K | 0.01% | −164−8.1% | Reduced |
| Salomon & Ludwin, LLC | 1,881 | $819.0K | 0.09% | −61−3.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,890 | $823.0K | 0.17% | +340+21.9% | Added |
| Intact Investment Management Inc. | 1,900 | $827.3K | 0.04% | +1,900 | New |
| Retirement Guys Formula LLC | 1,903 | $828.6K | 0.58% | +1,903 | New |
| Sanders Morris Harris LLC | 1,900 | $831.2K | 0.17% | 00.0% | Unchanged |
| Bremer Bank National Association | 1,916 | $834.3K | 0.17% | −17−0.9% | Reduced |
| Apollon Wealth Management, LLC | 1,922 | $837.1K | 0.04% | −1,068−35.7% | Reduced |
| GTS Securities LLC | 1,927 | $839.1K | 0.02% | +1,927 | New |
| Ballentine Partners, LLC | 1,933 | $841.7K | 0.02% | −36−1.8% | Reduced |
| Verus Financial Partners, Inc. | 1,855 | $842.3K | 0.11% | +1+0.1% | Added |
| New England Research & Management, Inc. | 1,935 | $843.0K | 0.48% | −1,190−38.1% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 1,894 | $847.0K | 0.05% | 00.0% | Unchanged |
| Centiva Capital, LP | 1,950 | $849.1K | 0.04% | −2,485−56.0% | Reduced |
| Pacific Global Investment Management CO | 1,967 | $856.5K | 0.19% | +33+1.7% | Added |
| Mission Wealth Management, LP | 1,974 | $859.4K | 0.03% | −38−1.9% | Reduced |
| Sendero Wealth Management, LLC | 1,976 | $860.4K | 0.18% | +1,053+114.1% | Added |
| Frisch Financial Group, Inc. | 1,992 | $867.0K | 0.35% | +1,992 | New |
| Asset Dedication, LLC | 2,001 | $868.0K | 0.07% | −293−12.8% | Reduced |
| Hohimer Wealth Management, LLC | 1,994 | $868.2K | 0.25% | +39+2.0% | Added |
| Meiji Yasuda Life Insurance Co | 1,997 | $869.5K | 0.02% | −149−6.9% | Reduced |
| Strategic Advisors LLC | 1,998 | $870.2K | 0.17% | +66+3.4% | Added |
| NJ State Employees Deferred Compensation Plan | 2,000 | $870.8K | 0.13% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 2,000 | $871.0K | 0.19% | +2,000 | New |
| Edgestream Partners, L.P. | 2,007 | $873.9K | 0.07% | +2,007 | New |
| Ameritas Advisory Services, LLC | 1,956 | $875.5K | 0.04% | +1,387+243.8% | Added |
| Summit Trail Advisors, LLC | 2,022 | $880.4K | 0.03% | −460−18.5% | Reduced |
| Quadrant Capital Group LLC | 2,035 | $886.1K | 0.09% | +9+0.4% | Added |
| Moors & Cabot, Inc. | 2,037 | $887.0K | 0.06% | +468+29.8% | Added |
| Chicago Capital, LLC | 2,042 | $889.1K | 0.04% | 00.0% | Unchanged |
| Foster & Motley Inc | 2,080 | $906.0K | 0.07% | −88−4.1% | Reduced |
| Roundview Capital LLC | 2,081 | $906.0K | 0.09% | +18+0.9% | Added |
| Vanguard Capital Wealth Advisors | 2,087 | $908.5K | 0.84% | +7+0.3% | Added |
| Delphi Management Inc | 2,099 | $914.0K | 0.94% | +10+0.5% | Added |
| Outlook Wealth Advisors, LLC | 2,102 | $915.4K | 0.35% | +39+1.9% | Added |