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 | 1,702 | $107.2B |
| Q2 2024 | 1,712 | $112.7B |
| Q1 2024 | 1,672 | $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 | 1,550 | $108.8B |
| Q3 2022 | 1,448 | $97.0B |
| Q2 2022 | 1,443 | $103.2B |
| Q1 2022 | 1,423 | $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 |
|---|---|---|---|---|---|
| Brookstone Capital Management | 1,506 | $697.7K | 0.02% | +146+10.7% | Added |
| NBC Securities, Inc. | 1,601 | $697.0K | 0.08% | +1,601 | New |
| Constitution Capital LLC | 1,600 | $696.7K | 0.47% | −150−8.6% | Reduced |
| Systematic Alpha Investments, LLC | 1,597 | $695.4K | 0.03% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,593 | $693.6K | 0.22% | −65−3.9% | Reduced |
| Valmark Advisers, Inc. | 1,588 | $691.4K | 0.01% | +29+1.9% | Added |
| Hollencrest Capital Management | 1,579 | $687.5K | 0.08% | +3+0.2% | Added |
| Horizon Investments, LLC | 1,566 | $681.9K | 0.02% | −9−0.6% | Reduced |
| Michael B. Yongue | 1,565 | $681.4K | 0.66% | −64−3.9% | Reduced |
| Genesee Capital Advisors, LLC | 1,561 | $679.8K | 0.49% | −75−4.6% | Reduced |
| Northeast Investment Management | 1,554 | $676.6K | 0.04% | +214+16.0% | Added |
| Thomasville National Bank | 1,550 | $674.9K | 0.07% | −77−4.7% | Reduced |
| PDS Planning, Inc | 1,542 | $671.4K | 0.09% | −1−0.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,537 | $669.2K | 0.09% | −43−2.7% | Reduced |
| Prudent Man Advisors, LLC | 1,535 | $668.4K | 0.27% | +5+0.3% | Added |
| Middleton & Co Inc | 1,525 | $664.0K | 0.09% | −50−3.2% | Reduced |
| Erste Asset Management GmbH | 1,489 | $663.0K | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,514 | $659.4K | 0.03% | +9+0.6% | 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 |
| Boothbay Fund Management, LLC | 1,506 | $655.7K | 0.02% | +780+107.4% | Added |
| Nilsine Partners, LLC | 1,503 | $654.4K | 0.10% | −23−1.5% | Reduced |
| Matisse Capital | 1,487 | $647.5K | 0.46% | −2,000−57.4% | Reduced |
| Kapstone Financial Advisors LLC | 1,486 | $647.2K | 0.58% | +120+8.8% | Added |
| Stony Point Wealth Management Inc. | 1,425 | $645.7K | 0.34% | −30−2.1% | Reduced |
| Tranquilli Financial Advisor LLC | 1,478 | $643.6K | 0.46% | +798+117.4% | Added |
| Windsor Group LTD | 1,477 | $643.0K | 0.12% | 00.0% | Unchanged |
| Private Trust Co NA | 1,472 | $640.7K | 0.08% | −24−1.6% | Reduced |
| Shelton Capital Management | 1,471 | $640.5K | 0.02% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 1,469 | $639.6K | 0.00% | +100+7.3% | Added |
| Plancorp, LLC | 1,467 | $638.8K | 0.03% | +17+1.2% | Added |
| Proequities, Inc. | 1,466 | $638.1K | 0.05% | −10−0.7% | Reduced |
| Wesbanco Bank Inc | 1,464 | $637.5K | 0.03% | −25−1.7% | Reduced |
| Two Sigma Securities, LLC | 1,445 | $629.2K | 0.03% | −1,311−47.6% | Reduced |
| Arden Trust Co | 1,436 | $625.3K | 0.10% | −77−5.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,436 | $625.3K | 0.14% | −263−15.5% | Reduced |
| Sciencast Management LP | 1,429 | $622.2K | 0.28% | +1,429 | New |
| Naviter Wealth, LLC | 1,418 | $617.4K | 0.15% | +100+7.6% | Added |
| United Community Bank | 1,410 | $613.9K | 0.30% | +15+1.1% | Added |
| Monarch Capital Management Inc | 1,408 | $613.1K | 0.20% | −68−4.6% | Reduced |
| Great Diamond Partners, LLC | 1,406 | $612.2K | 0.17% | −56−3.8% | Reduced |
| Keystone Financial Group | 1,405 | $611.7K | 0.10% | +1+0.1% | Added |
| HighVista Strategies LLC | 1,400 | $609.6K | 0.28% | +1,400 | New |
| Atlas Private Wealth Advisors | 1,390 | $605.6K | 0.11% | −96−6.5% | Reduced |
| Personal Cfo Solutions, LLC | 1,366 | $595.2K | 0.12% | +56+4.3% | 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 |
| Echo Street Capital Management LLC | 1,361 | $592.6K | 0.01% | +291+27.2% | Added |
| Wealth Management Associates, Inc. | 1,359 | $591.8K | 0.35% | +15+1.1% | Added |
| Joel Isaacson & Co., LLC | 1,355 | $590.0K | 0.04% | 00.0% | Unchanged |
| City Holding Co | 1,354 | $589.5K | 0.10% | −106−7.3% | Reduced |
| Bessemer Securities LLC | 1,352 | $589.0K | 0.82% | +15+1.1% | Added |
| Aspire Private Capital, LLC | 1,350 | $587.8K | 0.19% | +70+5.5% | Added |
| Sompo Asset Management Co., Ltd. | 1,350 | $587.8K | 0.13% | +570+73.1% | Added |
| Humankind Investments LLC | 1,344 | $585.2K | 0.24% | −31−2.3% | Reduced |
| Wealth Alliance | 1,343 | $584.7K | 0.09% | −67−4.8% | Reduced |
| Glenview Trust Co | 1,340 | $583.5K | 0.02% | +148+12.4% | Added |
| Apella Capital, LLC | 1,338 | $582.6K | 0.04% | −18−1.3% | Reduced |
| Northern Financial Advisors Inc | 1,334 | $580.9K | 0.53% | −124−8.5% | Reduced |
| Northwest Bancshares, Inc. | 1,327 | $577.8K | 0.11% | −23−1.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,325 | $576.9K | 0.01% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 1,323 | $576.1K | 0.19% | −120−8.3% | Reduced |
| Fidelis Capital Partners, LLC | 1,312 | $572.6K | 0.20% | −66−4.8% | Reduced |
| Fundamentun, LLC | 1,314 | $572.6K | 0.09% | +115+9.6% | Added |
| Quent Capital, LLC | 1,311 | $571.0K | 0.09% | −27−2.0% | Reduced |
| 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 |
| Schechter Investment Advisors, LLC | 1,307 | $569.1K | 0.06% | +240+22.5% | Added |
| CFO4Life Group, LLC | 1,303 | $567.2K | 0.13% | −29−2.2% | Reduced |
| Shufro Rose & Co LLC | 1,300 | $566.0K | 0.05% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 1,296 | $564.3K | 0.36% | +1,296 | New |
| Wedmont Private Capital | 1,231 | $557.7K | 0.06% | −6−0.5% | Reduced |
| Axxcess Wealth Management, LLC | 1,278 | $556.5K | 0.02% | +1,278 | New |
| DGS Capital Management, LLC | 1,271 | $553.2K | 0.27% | −25−1.9% | Reduced |
| Fulton Bank, N.A. | 1,268 | $552.1K | 0.03% | +19+1.5% | Added |
| Tilt Investment Management Holdings, PBC | 1,264 | $550.4K | 0.39% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 1,261 | $549.1K | 0.24% | −218−14.7% | Reduced |
| Altfest L J & Co Inc | 1,256 | $547.0K | 0.09% | +499+65.9% | Added |
| Warren Averett Asset Management, LLC | 1,253 | $545.4K | 0.02% | −31−2.4% | Reduced |
| Sherbrooke Park Advisers LLC | 1,245 | $542.1K | 0.17% | +1,245 | New |
| Salem Investment Counselors Inc | 1,228 | $534.7K | 0.02% | −50−3.9% | 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 |
| Accredited Investors Inc. | 1,212 | $527.7K | 0.04% | −20−1.6% | Reduced |
| Harbour Investments, Inc. | 1,205 | $524.8K | 0.03% | −138−10.3% | Reduced |
| Massmutual Trust Co FSB | 1,202 | $523.4K | 0.02% | +16+1.3% | 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 |
| Wealthcare Advisory Partners LLC | 1,194 | $519.9K | 0.02% | +148+14.1% | Added |
| JGP Global Gestao de Recursos Ltda. | 1,193 | $519.5K | 0.33% | −13−1.1% | Reduced |
| WMS Partners, LLC | 1,190 | $518.0K | 0.04% | −2−0.2% | Reduced |
| Column Capital Advisors, LLC | 1,187 | $516.8K | 0.08% | −5−0.4% | Reduced |
| Stiles Financial Services Inc | 1,179 | $513.5K | 0.27% | −8−0.7% | Reduced |
| Ascent Wealth Partners, LLC | 1,178 | $512.9K | 0.09% | +172+17.1% | Added |
| Moneta Group Investment Advisors LLC | 1,174 | $511.2K | 0.01% | −438−27.2% | Reduced |
| Peachtree Investment Partners, LLC | 1,171 | $509.8K | 0.26% | −269−18.7% | Reduced |
| Holderness Investments Co | 1,171 | $509.7K | 0.20% | +21+1.8% | Added |
| Cloverfields Capital Group, LP | 1,168 | $508.6K | 0.23% | 00.0% | Unchanged |