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 |
|---|---|---|---|---|---|
| Stonehage Fleming Financial Services Holdings Ltd | 2,051 | $917.2K | 0.08% | −150−6.8% | Reduced |
| Belpointe Asset Management LLC | 2,106 | $917.2K | 0.09% | +306+17.0% | Added |
| HMS Capital Management, LLC | 2,107 | $917.3K | 0.61% | −85−3.9% | Reduced |
| InTrack Investment Management Inc | 2,128 | $926.6K | 0.82% | 00.0% | Unchanged |
| JT Stratford LLC | 2,129 | $927.0K | 0.24% | +988+86.6% | Added |
| Garrison Point Advisors, LLC | 2,150 | $936.2K | 0.72% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 2,150 | $936.2K | 0.12% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,150 | $936.2K | 0.07% | +558+35.1% | Added |
| Harbor Investment Advisory, LLC | 2,152 | $937.0K | 0.12% | +132+6.5% | Added |
| Buckley Wealth Management, LLC | 2,162 | $941.4K | 0.35% | −626−22.5% | Reduced |
| Moloney Securities Asset Management, LLC | 2,162 | $941.5K | 0.17% | −1,641−43.2% | Reduced |
| TownSquare Capital, LLC | 2,190 | $953.6K | 0.02% | +1,577+257.3% | Added |
| Point72 Asset Management, L.P. | 2,204 | $959.7K | 0.00% | −6,543−74.8% | Reduced |
| SeaCrest Wealth Management, LLC | 2,215 | $964.5K | 0.13% | +86+4.0% | Added |
| Mutual Advisors, LLC | 2,215 | $964.7K | 0.04% | +440+24.8% | Added |
| Landscape Capital Management, L.L.C. | 2,218 | $965.8K | 0.13% | +2,218 | New |
| Signature Estate & Investment Advisors LLC | 2,219 | $966.0K | 0.03% | +10.0% | Added |
| Romano Brothers and Company | 2,221 | $967.1K | 0.15% | 00.0% | Unchanged |
| Tobam | 2,230 | $971.0K | 0.08% | +75+3.5% | Added |
| Clarius Group, LLC | 2,238 | $974.5K | 0.09% | −656−22.7% | Reduced |
| NEOS Investment Management LLC | 2,247 | $978.4K | 0.12% | +2,247 | New |
| Central Trust Co | 2,263 | $985.4K | 0.03% | −208−8.4% | Reduced |
| FDx Advisors, Inc. | 2,269 | $988.0K | 0.08% | −1,711−43.0% | Reduced |
| United Capital Financial Advisers, LLC | 2,277 | $991.6K | 0.01% | −449−16.5% | Reduced |
| SRN Advisors, LLC | 2,280 | $992.8K | 0.98% | +74+3.4% | Added |
| Snowden Capital Advisors LLC | 2,283 | $994.1K | 0.04% | −252−9.9% | Reduced |
| Financial Counselors Inc | 2,284 | $994.5K | 0.02% | +22+1.0% | Added |
| 1st Source Bank | 2,295 | $999.3K | 0.07% | −38−1.6% | Reduced |
| Thoroughbred Financial Services, LLC | 2,297 | $1.00M | 0.10% | +1,784+347.8% | Added |
| Axq Capital, LP | 2,300 | $1.00M | 0.35% | +2,300 | New |
| Graves-Light Private Wealth Management, Inc. | 2,232 | $1.00M | 0.14% | −2−0.1% | Reduced |
| TrimTabs Asset Management, LLC | 2,315 | $1.01M | 0.54% | −64−2.7% | Reduced |
| Cypress Capital Group | 2,322 | $1.01M | 0.15% | +1,619+230.3% | Added |
| Hillsdale Investment Management Inc. | 2,324 | $1.01M | 0.09% | +740+46.7% | Added |
| Balentine LLC | 2,334 | $1.02M | 0.03% | +158+7.3% | Added |
| Herold Advisors, Inc. | 2,349 | $1.02M | 0.31% | +258+12.3% | Added |
| HF Advisory Group, LLC | 2,297 | $1.02M | 0.76% | +440+23.7% | Added |
| Financial Security Advisor, Inc. | 2,357 | $1.03M | 0.47% | +2,357 | New |
| Souders Financial Advisors | 2,360 | $1.03M | 0.20% | −78−3.2% | Reduced |
| Stableford Capital II LLC | 2,293 | $1.03M | 0.48% | −10.0% | Reduced |
| Credit Agricole S A | 2,385 | $1.04M | 0.03% | +2,236+1,500.7% | Added |
| Continuum Advisory, LLC | 2,386 | $1.04M | 0.17% | +850+55.3% | Added |
| Daymark Wealth Partners, LLC | 2,389 | $1.04M | 0.07% | +70+3.0% | Added |
| EP Wealth Advisors, LLC | 2,393 | $1.04M | 0.02% | −5,955−71.3% | Reduced |
| 9258 Wealth Management, LLC | 2,400 | $1.05M | 0.20% | −42−1.7% | Reduced |
| Meridian Wealth Management, LLC | 2,406 | $1.05M | 0.06% | +1,203+100.0% | Added |
| Donaldson Capital Management, LLC | 2,445 | $1.06M | 0.05% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 2,450 | $1.07M | 0.11% | +10.0% | Added |
| Pure Financial Advisors, Inc. | 2,457 | $1.07M | 0.04% | +25+1.0% | Added |
| Syon Capital LLC | 2,458 | $1.07M | 0.13% | +2,458 | New |
| Petrus Trust Company, LTA | 2,480 | $1.08M | 0.12% | +637+34.6% | Added |
| Atom Investors LP | 2,496 | $1.09M | 0.25% | −268−9.7% | Reduced |
| Pitcairn Co | 2,498 | $1.09M | 0.09% | +156+6.7% | Added |
| Checchi Capital Advisers, LLC | 2,504 | $1.09M | 0.10% | −131−5.0% | Reduced |
| Fox Run Management, L.L.C. | 2,515 | $1.10M | 0.32% | +2,515 | New |
| Clearstead Advisors, LLC | 2,516 | $1.10M | 0.07% | +22+0.9% | Added |
| WSFS Capital Management, LLC | 2,524 | $1.10M | 0.07% | +8+0.3% | Added |
| Richwood Investment Advisors, LLC | 2,526 | $1.10M | 1.12% | −45−1.8% | Reduced |
| Cigna Investments Inc | 2,538 | $1.10M | 0.25% | −334−11.6% | Reduced |
| Penserra Capital Management LLC | 2,556 | $1.11M | 0.02% | −155−5.7% | Reduced |
| Benjamin Edwards Inc | 2,568 | $1.12M | 0.26% | +2,367+1,177.6% | Added |
| Copperleaf Capital, LLC | 2,596 | $1.13M | 1.22% | −35−1.3% | Reduced |
| MQS Management LLC | 2,639 | $1.15M | 0.70% | +1,712+184.7% | Added |
| SJS Investment Consulting Inc. | 2,640 | $1.15M | 0.29% | +5+0.2% | Added |
| Stevens Capital Management LP | 2,676 | $1.17M | 0.34% | −2,212−45.3% | Reduced |
| IFP Advisors, Inc | 2,683 | $1.17M | 0.05% | +1,386+106.9% | Added |
| Sumitomo Life Insurance Co | 2,717 | $1.18M | 0.03% | −37−1.3% | Reduced |
| Ameritas Investment Partners, Inc. | 2,720 | $1.18M | 0.05% | −92−3.3% | Reduced |
| Coastal Investment Advisors, Inc. | 2,677 | $1.19M | 0.27% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2,765 | $1.20M | 0.68% | +97+3.6% | Added |
| Empower Advisory Group, LLC | 2,767 | $1.20M | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,786 | $1.21M | 0.03% | −118−4.1% | Reduced |
| Insight Inv LLC | 2,620 | $1.21M | 1.34% | −55−2.1% | Reduced |
| Merit Financial Group, LLC | 2,790 | $1.21M | 0.04% | +99+3.7% | Added |
| Acropolis Investment Management, LLC | 2,799 | $1.22M | 0.09% | −149−5.1% | Reduced |
| Insight Wealth Strategies, LLC | 2,847 | $1.24M | 0.24% | +242+9.3% | Added |
| National Asset Management, Inc. | 2,855 | $1.24M | 0.03% | −6,893−70.7% | Reduced |
| Westpac Banking Corp | 2,864 | $1.25M | 0.09% | −3,974−58.1% | Reduced |
| Searle & Co. | 2,865 | $1.25M | 0.42% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 2,870 | $1.25M | 0.11% | +1,895+194.4% | Added |
| Trust Asset Management LLC | 2,871 | $1.25M | 0.13% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 2,878 | $1.25M | 0.04% | −162−5.3% | Reduced |
| Cunning Capital Partners, LP | 2,880 | $1.25M | 0.82% | +2,880 | Added |
| Cipher Capital LP | 2,892 | $1.26M | 0.89% | −2,356−44.9% | Reduced |
| TD Private Client Wealth LLC | 2,920 | $1.27M | 0.06% | +365+14.3% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,927 | $1.27M | 0.19% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 2,950 | $1.28M | 2.04% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 2,979 | $1.30M | 0.24% | −3−0.1% | Reduced |
| Tudor Investment Corp Et Al | 2,994 | $1.30M | 0.02% | −12,376−80.5% | Reduced |
| River & Mercantile Asset Management LLP | 3,000 | $1.31M | 0.31% | +3,000 | New |
| Suvretta Capital Management, LLC | 3,010 | $1.31M | 0.07% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 3,010 | $1.31M | 0.11% | +36+1.2% | Added |
| Meeder Advisory Services, Inc. | 3,012 | $1.31M | 0.16% | −685−18.5% | Reduced |
| Leavell Investment Management, Inc. | 3,044 | $1.32M | 0.09% | −9−0.3% | Reduced |
| Wealth Architects, LLC | 3,094 | $1.35M | 0.23% | +34+1.1% | Added |
| Pinnacle Associates Ltd | 3,139 | $1.37M | 0.03% | −40−1.3% | Reduced |
| First Foundation Advisors | 3,140 | $1.37M | 0.06% | +216+7.4% | Added |
| Miracle Mile Advisors, LLC | 3,141 | $1.37M | 0.04% | −30−0.9% | Reduced |
| Parallel Advisors, LLC | 3,149 | $1.37M | 0.05% | −225−6.7% | Reduced |
| Integrated Wealth Concepts LLC | 3,199 | $1.39M | 0.02% | −167−5.0% | Reduced |