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 |
|---|---|---|---|---|---|
| Pathway Financial Advisers, LLC | 1,165 | $507.8K | 0.21% | +1,165 | New |
| First Western Trust Bank | 1,165 | $507.3K | 0.03% | −31−2.6% | Reduced |
| Vestor Capital, LLC | 1,162 | $506.0K | 0.05% | −92−7.3% | Reduced |
| Dean Investment Associates, LLC | 1,160 | $505.1K | 0.08% | −16−1.4% | Reduced |
| Prospera Financial Services Inc | 1,153 | $503.5K | 0.02% | +76+7.1% | Added |
| Country Club Bank | 1,117 | $499.6K | 0.04% | −20−1.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,141 | $496.6K | 0.06% | +45+4.1% | Added |
| Lingohr & Partner Asset Management GmbH | 1,139 | $496.0K | 1.29% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 1,136 | $494.5K | 0.02% | +47+4.3% | Added |
| Gladstone Institutional Advisory LLC | 1,130 | $492.0K | 0.03% | +33+3.0% | Added |
| Cardiff Park Advisors, LLC | 1,128 | $491.2K | 0.06% | 00.0% | Unchanged |
| Cognios Beta Neutral Large Cap Fund, LP | 1,127 | $490.7K | 0.64% | −21−1.8% | Reduced |
| Sigma Planning Corp | 1,120 | $487.7K | 0.02% | −830−42.6% | Reduced |
| Capula Management Ltd | 1,120 | $487.7K | 0.03% | +1,120 | New |
| Asahi Life Asset Management Co., Ltd. | 1,120 | $487.7K | 0.17% | +1,120 | New |
| Keystone Financial Services | 1,116 | $486.0K | 0.26% | +1,116 | New |
| NVWM, LLC | 1,116 | $485.9K | 0.16% | −8−0.7% | Reduced |
| Signet Financial Management, LLC | 1,104 | $480.6K | 0.08% | −113−9.3% | Reduced |
| Ellevest, Inc. | 1,101 | $479.4K | 0.04% | +34+3.2% | Added |
| Prime Capital Investment Advisors, LLC | 1,100 | $479.1K | 0.01% | −53−4.6% | Reduced |
| 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 |
| JB Capital LLC | 1,099 | $478.7K | 0.04% | 00.0% | Unchanged |
| Aspiriant, LLC | 1,099 | $478.5K | 0.02% | +240+27.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,095 | $477.0K | 0.02% | +660+151.7% | Added |
| Nations Financial Group Inc, | 1,090 | $474.6K | 0.05% | +1,090 | New |
| Cim Investment Mangement Inc | 1,089 | $474.2K | 0.17% | −26−2.3% | Reduced |
| Seven Eight Capital, LP | 1,079 | $469.8K | 0.05% | +511+90.0% | Added |
| Legacy Financial Advisors, Inc. | 1,073 | $467.1K | 0.09% | +600+126.8% | Added |
| Virtue Capital Management, LLC | 1,051 | $465.6K | 0.08% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 1,066 | $464.3K | 0.15% | −95−8.2% | Reduced |
| Samalin Investment Counsel, LLC | 1,065 | $463.7K | 0.27% | −12−1.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,063 | $462.9K | 0.04% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 1,058 | $460.8K | 0.26% | +3+0.3% | Added |
| EverSource Wealth Advisors, LLC | 1,056 | $459.9K | 0.05% | −20−1.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,054 | $458.9K | 0.08% | −32−2.9% | Reduced |
| Capital Financial Planning, LLC | 1,050 | $457.2K | 0.18% | −1−0.1% | Reduced |
| Texas Yale Capital Corp. | 1,050 | $457.2K | 0.02% | 00.0% | Unchanged |
| Campion Asset Management LLC | 1,050 | $457.2K | 0.42% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 1,049 | $456.8K | 0.08% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 1,042 | $453.7K | 0.01% | +334+47.2% | Added |
| Burke & Herbert Bank & Trust Co | 1,040 | $452.8K | 0.37% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 1,024 | $445.9K | 0.36% | +32+3.2% | Added |
| Evergreen Capital Management LLC | 1,022 | $445.0K | 0.02% | +12+1.2% | Added |
| VELA Investment Management, LLC | 1,018 | $443.3K | 0.19% | +1,018 | New |
| Hengehold Capital Management LLC | 1,016 | $442.5K | 0.06% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 1,015 | $441.8K | 0.16% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 1,012 | $440.6K | 0.04% | +20+2.0% | Added |
| Ronald Blue Trust, Inc. | 987 | $439.0K | 0.01% | +344+53.5% | Added |
| NorthRock Partners, LLC | 1,006 | $438.0K | 0.05% | +196+24.2% | Added |
| SRB Corp | 1,006 | $438.0K | 0.03% | +46+4.8% | Added |
| KFG Wealth Management, LLC | 1,002 | $436.3K | 0.24% | −122−10.9% | Reduced |
| Redwood Investment Management, LLC | 990 | $431.0K | 0.04% | −2,729−73.4% | Reduced |
| Cross Staff Investments Inc | 976 | $425.0K | 0.42% | 00.0% | Unchanged |
| Colonial Trust Co | 975 | $424.5K | 0.10% | +50+5.4% | Added |
| Ascent Group, LLC | 934 | $423.2K | 0.05% | −22−2.3% | Reduced |
| Bell Investment Advisors, Inc | 969 | $421.8K | 0.09% | +7+0.7% | Added |
| Pettinga Financial Advisors, LLC | 966 | $420.6K | 0.13% | −315−24.6% | Reduced |
| Compton Wealth Advisory Group, LLC | 954 | $415.4K | 0.14% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 951 | $414.3K | 0.02% | +51+5.7% | Added |
| Everett Harris & Co | 949 | $413.2K | 0.01% | +11+1.2% | Added |
| HFG Advisors, Inc. | 946 | $412.0K | 0.45% | +50+5.6% | Added |
| Sage Mountain Advisors LLC | 942 | $410.2K | 0.06% | −53−5.3% | Reduced |
| GSB Wealth Management, LLC | 942 | $410.1K | 0.14% | +9+1.0% | Added |
| Spire Wealth Management | 932 | $405.9K | 0.02% | −25−2.6% | Reduced |
| Keel Point, LLC | 932 | $405.9K | 0.06% | +86+10.2% | Added |
| Cornerstone Wealth Group, LLC | 926 | $403.2K | 0.07% | +1+0.1% | Added |
| First Financial Bank - Trust Division | 926 | $403.2K | 0.04% | −5−0.5% | Reduced |
| Lifeworks Advisors, LLC | 920 | $400.6K | 0.16% | +32+3.6% | Added |
| Allstate Corp | 919 | $400.2K | 0.02% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 919 | $400.2K | 0.05% | +675+276.6% | Added |
| Latitude Advisors, LLC | 917 | $399.2K | 0.29% | −5−0.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 916 | $398.8K | 0.22% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 914 | $398.0K | 0.17% | −27−2.9% | Reduced |
| Gryphon Financial Partners LLC | 909 | $396.0K | 0.09% | +129+16.5% | Added |
| Abacus Planning Group, Inc. | 909 | $395.8K | 0.10% | +146+19.1% | Added |
| Wealth Advisory Solutions, LLC | 908 | $395.4K | 0.08% | +908 | New |
| Key Bridge Compliance, LLC | 908 | $395.4K | 0.12% | +908 | New |
| Horan Securities, Inc. | 901 | $392.3K | 0.21% | 00.0% | Unchanged |
| Park National Corp | 900 | $391.9K | 0.02% | −127−12.4% | Reduced |
| Patton Albertson Miller Group, LLC | 894 | $389.3K | 0.08% | +11+1.2% | Added |
| Hilltop Partners LLC | 891 | $388.0K | 0.16% | 00.0% | Unchanged |
| First Light Asset Management, LLC | 886 | $385.8K | 0.04% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 885 | $385.4K | 0.03% | −108−10.9% | Reduced |
| St Germain D J Co Inc | 885 | $385.3K | 0.02% | −159−15.2% | Reduced |
| Whalerock Point Partners, LLC | 877 | $381.9K | 0.13% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 867 | $377.3K | 0.13% | −14−1.6% | Reduced |
| Capital Investment Advisors, LLC | 865 | $376.6K | 0.01% | −273−24.0% | Reduced |
| Kolinsky Wealth Management, LLC | 859 | $374.0K | 0.37% | +2+0.2% | Added |
| Arista Wealth Management, LLC | 858 | $373.6K | 0.15% | 00.0% | Unchanged |
| Truepoint, Inc. | 855 | $372.3K | 0.01% | +855 | New |
| OneAscent Financial Services LLC | 855 | $372.0K | 0.10% | +855 | New |
| Michael S. Ryan, Inc. | 824 | $370.9K | 0.35% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 851 | $370.5K | 0.27% | −1−0.1% | Reduced |
| Alerus Financial NA | 847 | $368.8K | 0.03% | −15,120−94.7% | Reduced |
| CWM Advisors, LLC | 837 | $364.4K | 0.05% | −53−6.0% | Reduced |
| Arete Wealth Advisors, LLC | 836 | $364.0K | 0.06% | +250+42.7% | Added |
| Allworth Financial LP | 834 | $363.3K | 0.00% | −40−4.6% | Reduced |