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 |
|---|---|---|---|---|---|
| Sentry LLC | 3,209 | $1.40M | 0.29% | −66−2.0% | Reduced |
| Pinnacle Financial Partners Inc | 3,226 | $1.40M | 0.04% | +128+4.1% | Added |
| Lincoln National Corp | 3,233 | $1.41M | 0.03% | −20−0.6% | Reduced |
| Global Retirement Partners, LLC | 3,215 | $1.41M | 0.07% | −218−6.4% | Reduced |
| Intellectus Partners, LLC | 3,269 | $1.42M | 0.45% | +486+17.5% | Added |
| Toth Financial Advisory Corp | 3,282 | $1.43M | 0.22% | +272+9.0% | Added |
| King Wealth | 3,293 | $1.43M | 0.30% | +450+15.8% | Added |
| Greenup Street Wealth Management LLC | 3,319 | $1.45M | 0.47% | +3,319 | New |
| Foresight Global Investors, Inc. | 3,348 | $1.46M | 0.81% | −110−3.2% | Reduced |
| Haverford Trust Co | 3,359 | $1.46M | 0.02% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 3,361 | $1.46M | 0.00% | +2,646+370.1% | Added |
| Golden State Equity Partners | 3,365 | $1.47M | 0.41% | +146+4.5% | Added |
| Fund Management at Engine No. 1 LLC | 3,370 | $1.47M | 0.23% | +284+9.2% | Added |
| Wedbush Securities Inc | 3,394 | $1.48M | 0.07% | −175−4.9% | Reduced |
| Anchor Investment Management, LLC | 3,409 | $1.48M | 0.19% | −540−13.7% | Reduced |
| Genus Capital Management Inc. | 3,418 | $1.49M | 0.23% | +95+2.9% | Added |
| Kornitzer Capital Management Inc | 3,429 | $1.49M | 0.03% | +50+1.5% | Added |
| Lido Advisors, LLC | 3,434 | $1.50M | 0.02% | +317+10.2% | Added |
| Archford Capital Strategies, LLC | 3,435 | $1.50M | 0.30% | −75−2.1% | Reduced |
| Coldstream Capital Management Inc | 3,448 | $1.50M | 0.05% | −106−3.0% | Reduced |
| Bartlett & Co. LLC | 3,466 | $1.51M | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,466 | $1.51M | 0.03% | 00.0% | Unchanged |
| Hancock Whitney Corp | 3,500 | $1.52M | 0.06% | −245−6.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,529 | $1.54M | 0.10% | +28+0.8% | Added |
| Resources Investment Advisors, LLC. | 3,530 | $1.54M | 0.03% | +485+15.9% | Added |
| Symmetry Partners, LLC | 3,543 | $1.54M | 0.08% | −588−14.2% | Reduced |
| Sabal Trust CO | 3,544 | $1.54M | 0.10% | +99+2.9% | Added |
| UniSuper Management Pty Ltd | 3,546 | $1.54M | 0.02% | −425−10.7% | Reduced |
| Integrated Advisors Network LLC | 3,567 | $1.55M | 0.10% | −147−4.0% | Reduced |
| Comerica Securities,inc. | 3,587 | $1.56M | 0.13% | −506−12.4% | Reduced |
| Cohen Klingenstein LLC | 3,600 | $1.57M | 0.07% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 3,610 | $1.57M | 0.58% | −40−1.1% | Reduced |
| Profund Advisors LLC | 3,651 | $1.59M | 0.09% | −127−3.4% | Reduced |
| Machina Capital S.A.S. | 3,665 | $1.60M | 0.89% | −1,060−22.4% | Reduced |
| LRT Capital Management, LLC | 3,665 | $1.60M | 1.11% | +80+2.2% | Added |
| Granite Harbor Advisors, Inc. | 3,697 | $1.61M | 1.29% | +156+4.4% | Added |
| Alberta Investment Management Corp | 3,700 | $1.61M | 0.02% | −14,511−79.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,714 | $1.62M | 0.18% | +473+14.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,716 | $1.62M | 0.48% | +21+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 3,737 | $1.63M | 0.03% | +626+20.1% | Added |
| Chesley Taft & Associates LLC | 3,766 | $1.64M | 0.11% | −5−0.1% | Reduced |
| Solidarilty Wealth, LLC | 3,768 | $1.64M | 0.59% | +2,500+197.2% | Added |
| Violich Capital Management, Inc. | 3,770 | $1.64M | 0.28% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 3,798 | $1.65M | 1.77% | +85+2.3% | Added |
| Evergreen Wealth Management, LLC | 3,833 | $1.67M | 1.32% | +435+12.8% | Added |
| Retireful, LLC | 3,850 | $1.68M | 0.80% | +3,850 | New |
| FRG Family Wealth Advisors LLC | 3,870 | $1.69M | 0.38% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 3,878 | $1.69M | 0.18% | +355+10.1% | Added |
| Balyasny Asset Management LLC | 3,888 | $1.69M | 0.00% | −189−4.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,891 | $1.69M | 0.15% | −84−2.1% | Reduced |
| Vista Investment Management | 3,898 | $1.70M | 0.89% | +5+0.1% | Added |
| Smith, Moore & Co. | 3,902 | $1.70M | 0.22% | −8−0.2% | Reduced |
| Dark Forest Capital Management LP | 3,945 | $1.72M | 0.14% | +2,109+114.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,949 | $1.72M | 1.12% | +69+1.8% | Added |
| Brighton Jones LLC | 3,951 | $1.72M | 0.09% | −235−5.6% | Reduced |
| Peoples Bank | 3,982 | $1.73M | 1.48% | +3,982 | New |
| PKO Investment Management Joint-Stock Co | 4,000 | $1.74M | 0.24% | −1,000−20.0% | Reduced |
| Zurich Insurance Group Ltd | 4,000 | $1.74M | 0.02% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 4,040 | $1.76M | 1.56% | −68−1.7% | Reduced |
| Pensionfund Sabic | 4,050 | $1.76M | 0.62% | 00.0% | Unchanged |
| Umb Bank N A | 4,057 | $1.77M | 0.03% | −3,874−48.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,077 | $1.78M | 0.53% | −3,049−42.8% | Reduced |
| Signaturefd, LLC | 4,095 | $1.78M | 0.05% | +451+12.4% | Added |
| Dynamic Advisor Solutions LLC | 4,122 | $1.79M | 0.08% | +2,191+113.5% | Added |
| Tufton Capital Management | 4,124 | $1.80M | 0.40% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 4,133 | $1.80M | 1.82% | −66−1.6% | Reduced |
| Paralel Advisors LLC | 4,160 | $1.81M | 0.10% | +47+1.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 4,161 | $1.81M | 0.08% | −10.0% | Reduced |
| Johnson Investment Counsel Inc | 4,184 | $1.82M | 0.02% | −16−0.4% | Reduced |
| Sawtooth Solutions, LLC | 4,196 | $1.83M | 0.06% | −1,402−25.0% | Reduced |
| Bleakley Financial Group, LLC | 4,196 | $1.83M | 0.06% | −174−4.0% | Reduced |
| Csenge Advisory Group | 4,197 | $1.83M | 0.12% | +238+6.0% | Added |
| Hofer & Associates. Inc | 4,239 | $1.85M | 1.89% | +69+1.7% | Added |
| Barden Capital Management, Inc. | 4,244 | $1.85M | 1.80% | +355+9.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,257 | $1.85M | 0.09% | +1,337+45.8% | Added |
| First Business Financial Services, Inc. | 4,297 | $1.87M | 0.24% | +53+1.2% | Added |
| Quantinno Capital Management LP | 4,301 | $1.87M | 0.09% | +586+15.8% | Added |
| Cornercap Investment Counsel Inc | 4,316 | $1.88M | 0.34% | +139+3.3% | Added |
| Oak Associates, Ltd | 4,326 | $1.88M | 0.16% | +144+3.4% | Added |
| Lederer & Associates Investment Counsel | 4,359 | $1.90M | 1.51% | −12−0.3% | Reduced |
| Advisors Asset Management, Inc. | 4,362 | $1.90M | 0.04% | −126−2.8% | Reduced |
| Strategic Financial Services, Inc, | 4,390 | $1.91M | 0.15% | −44−1.0% | Reduced |
| CAPROCK Group, Inc. | 4,399 | $1.92M | 0.14% | +65+1.5% | Added |
| Community Bank, N.A. | 4,438 | $1.93M | 0.27% | +288+6.9% | Added |
| Atlas Capital Advisors LLC | 4,451 | $1.94M | 0.32% | 00.0% | Unchanged |
| AMG National Trust Bank | 4,492 | $1.96M | 0.07% | 00.0% | Unchanged |
| Intrust Bank NA | 4,514 | $1.97M | 0.25% | −250−5.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 4,549 | $1.98M | 0.47% | −15−0.3% | Reduced |
| Cetera Advisors LLC | 4,591 | $2.00M | 0.03% | +387+9.2% | Added |
| Bragg Financial Advisors, Inc | 4,596 | $2.00M | 0.11% | +66+1.5% | Added |
| Mach-1 Financial Group, Inc. | 4,651 | $2.02M | 0.85% | −24−0.5% | Reduced |
| Savant Capital, LLC | 4,660 | $2.03M | 0.03% | +57+1.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,708 | $2.05M | 0.20% | −791−14.4% | Reduced |
| Horizon Investment Services, LLC | 4,714 | $2.05M | 1.23% | +92+2.0% | Added |
| Alpha DNA Investment Management LLC | 4,738 | $2.06M | 1.33% | +28+0.6% | Added |
| Atria Wealth Solutions, Inc. | 4,794 | $2.09M | 0.03% | +365+8.2% | Added |
| Harfst & Associates, Inc. | 4,819 | $2.10M | 0.59% | +19+0.4% | Added |
| Avantax Advisory Services, Inc. | 4,820 | $2.10M | 0.02% | −707−12.8% | Reduced |
| MAI Capital Management | 4,822 | $2.10M | 0.03% | −235−4.6% | Reduced |
| Jefferies Financial Group Inc. | 4,834 | $2.10M | 0.05% | +4,006+483.8% | Added |