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 |
|---|---|---|---|---|---|
| Legacy Capital Group California, Inc. | 832 | $362.3K | 0.16% | −7−0.8% | Reduced |
| SevenBridge Financial Group, LLC | 829 | $361.0K | 0.09% | −32−3.7% | Reduced |
| Astoria Portfolio Advisors LLC. | 797 | $358.4K | 0.17% | −45−5.3% | Reduced |
| First Affirmative Financial Network | 823 | $358.3K | 0.35% | −32−3.7% | Reduced |
| Harbor Group, Inc. | 820 | $357.0K | 0.20% | −32−3.8% | Reduced |
| HM Payson & Co | 816 | $355.3K | 0.01% | 00.0% | Unchanged |
| Dover Advisors, LLC | 815 | $354.9K | 0.36% | 00.0% | Unchanged |
| Financial Advisory Group | 813 | $353.9K | 0.07% | −86−9.6% | Reduced |
| Atlas Wealth LLC | 810 | $352.7K | 0.07% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 803 | $349.7K | 0.16% | +803 | New |
| Sonoma Private Wealth LLC | 802 | $349.3K | 0.64% | +84+11.7% | Added |
| Meyer Handelman Co | 800 | $348.3K | 0.01% | 00.0% | Unchanged |
| First County Bank | 793 | $345.3K | 0.18% | −65−7.6% | Reduced |
| Regent Peak Wealth Advisors LLC | 793 | $345.3K | 0.11% | +5+0.6% | Added |
| Five Oceans Advisors | 792 | $344.9K | 0.22% | +2+0.3% | Added |
| Manchester Capital Management LLC | 791 | $344.4K | 0.05% | +3+0.4% | Added |
| Waddell & Associates, LLC | 789 | $343.5K | 0.05% | 00.0% | Unchanged |
| Ignite Planners, LLC | 772 | $342.7K | 0.10% | +139+22.0% | Added |
| Horizon Bancorp Inc | 786 | $342.0K | 0.22% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 785 | $341.8K | 0.08% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 784 | $341.4K | 0.06% | +27+3.6% | Added |
| Cohen & Steers, Inc. | 784 | $341.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 779 | $339.0K | 0.06% | −14−1.8% | Reduced |
| Drive Wealth Management, LLC | 777 | $338.3K | 0.12% | +219+39.2% | Added |
| AXS Investments LLC | 775 | $337.5K | 0.09% | −140−15.3% | Reduced |
| Transcend Wealth Collective, LLC | 775 | $337.3K | 0.03% | +27+3.6% | Added |
| Thrive Wealth Management, LLC | 772 | $336.3K | 0.09% | +69+9.8% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 765 | $333.2K | 0.11% | +765 | New |
| First Horizon Advisors, Inc. | 765 | $333.2K | 0.01% | +88+13.0% | Added |
| American Trust | 765 | $333.1K | 0.03% | −142−15.7% | Reduced |
| Ridgecrest Wealth Partners, LLC | 765 | $333.1K | 0.23% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 763 | $332.2K | 0.11% | −29−3.7% | Reduced |
| Royal Fund Management, LLC | 760 | $331.0K | 0.05% | −70−8.4% | Reduced |
| Capital Management Corp | 760 | $330.9K | 0.07% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 758 | $330.2K | 0.04% | −43−5.4% | Reduced |
| HBK Sorce Advisory LLC | 757 | $329.6K | 0.01% | +4+0.5% | Added |
| Lountzis Asset Management, LLC | 755 | $329.0K | 0.18% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 724 | $328.8K | 0.14% | +724 | New |
| Hamilton Capital, LLC | 753 | $327.9K | 0.03% | +13+1.8% | Added |
| Platform Technology Partners | 748 | $325.7K | 0.15% | +748 | New |
| State of Wyoming | 747 | $325.3K | 0.07% | −29−3.7% | Reduced |
| Fisher Asset Management, LLC | 744 | $324.3K | 0.00% | +152+25.7% | Added |
| Evercore Wealth Management, LLC | 741 | $322.6K | 0.01% | −58−7.3% | Reduced |
| Regatta Capital Group, LLC | 739 | $321.8K | 0.10% | +249+50.8% | Added |
| Financial Enhancement Group LLC | 693 | $320.6K | 0.06% | −141−16.9% | Reduced |
| Geller Advisors LLC | 733 | $319.2K | 0.04% | −317−30.2% | Reduced |
| Cable Hill Partners, LLC | 732 | $318.7K | 0.04% | −70−8.7% | Reduced |
| East Coast Asset Management, LLC. | 730 | $317.9K | 0.14% | 00.0% | Unchanged |
| Headlands Technologies LLC | 729 | $317.4K | 0.16% | +448+159.4% | Added |
| Cozad Asset Management Inc | 727 | $316.7K | 0.04% | −420−36.6% | Reduced |
| First National Trust Co | 727 | $316.5K | 0.02% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 724 | $315.2K | 0.23% | +79+12.2% | Added |
| Carson Advisory Inc. | 723 | $314.8K | 0.28% | 00.0% | Unchanged |
| Glassman Wealth Services | 722 | $314.4K | 0.05% | −26−3.5% | Reduced |
| Avantax Planning Partners, Inc. | 719 | $313.1K | 0.01% | −4−0.6% | Reduced |
| Fulton Breakefield Broenniman LLC | 718 | $312.6K | 0.03% | +3+0.4% | Added |
| Convergence Investment Partners, LLC | 717 | $312.0K | 0.18% | +17+2.4% | Added |
| Canal Capital Management, LLC | 715 | $311.5K | 0.06% | +5+0.7% | Added |
| Concord Wealth Partners | 711 | $309.8K | 0.07% | −369−34.2% | Reduced |
| Marotta Asset Management | 707 | $307.8K | 0.07% | 00.0% | Unchanged |
| Sierra Capital LLC | 704 | $307.0K | 0.05% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 704 | $306.6K | 0.02% | −48−6.4% | Reduced |
| Trilogy Capital Inc. | 704 | $306.4K | 0.02% | −86−10.9% | Reduced |
| Tandem Investment Advisors, Inc. | 702 | $305.7K | 0.01% | −72−9.3% | Reduced |
| Choate Investment Advisors | 701 | $305.2K | 0.01% | +701 | New |
| Owen LaRue, LLC | 700 | $304.8K | 0.34% | 00.0% | Unchanged |
| Sandler Capital Management | 700 | $304.8K | 0.05% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 699 | $304.4K | 0.04% | 00.0% | Unchanged |
| Provence Wealth Management Group | 699 | $304.4K | 0.19% | +125+21.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 698 | $303.9K | 0.00% | 00.0% | Unchanged |
| Fluent Financial, LLC | 698 | $303.9K | 0.16% | +698 | New |
| Independent Financial Group, LLC | 697 | $303.5K | 0.02% | +23+3.4% | Added |
| Banque Pictet & Cie SA | 695 | $302.6K | 0.00% | −2,014−74.3% | Reduced |
| Adams Wealth Management | 695 | $302.6K | 0.10% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 689 | $299.9K | 0.06% | +73+11.9% | Added |
| Summit Financial Group Inc | 688 | $299.6K | 0.13% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 684 | $297.9K | 0.03% | −9−1.3% | Reduced |
| SageView Advisory Group, LLC | 677 | $296.7K | 0.02% | +136+25.1% | Added |
| Wealthspire Advisors, LLC | 681 | $296.5K | 0.00% | −1,355−66.6% | Reduced |
| Aldebaran Financial Inc. | 680 | $296.3K | 0.48% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 680 | $296.1K | 0.24% | +25+3.8% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 669 | $294.5K | 0.23% | −10−1.5% | Reduced |
| Octavia Wealth Advisors, LLC | 676 | $294.3K | 0.06% | +176+35.2% | Added |
| Raleigh Capital Management Inc. | 674 | $293.4K | 0.15% | +18+2.7% | Added |
| Smithfield Trust Co | 675 | $293.0K | 0.02% | −10−1.5% | Reduced |
| Trail Ridge Investment Advisors, LLC | 671 | $292.2K | 0.20% | −2,665−79.9% | Reduced |
| Court Place Advisors, LLC | 667 | $290.4K | 0.10% | 00.0% | Unchanged |
| Grove Bank & Trust | 663 | $288.7K | 0.06% | +146+28.2% | Added |
| Catalyst Financial Partners LLC | 662 | $288.2K | 0.09% | +73+12.4% | Added |
| Stratos Wealth Advisors, LLC | 659 | $287.1K | 0.02% | +21+3.3% | Added |
| Dakota Wealth Management | 653 | $284.3K | 0.01% | −208−24.2% | Reduced |
| Affinity Investment Advisors, LLC | 650 | $283.0K | 0.18% | −4−0.6% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 650 | $283.0K | 0.21% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 646 | $281.1K | 0.03% | +17+2.7% | Added |
| Patron Partners Advisors, LLC | 644 | $280.4K | 0.21% | +39+6.4% | Added |
| Bradley Foster & Sargent Inc | 631 | $280.3K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 640 | $278.8K | 0.13% | −12−1.8% | Reduced |
| Woodstock Corp | 640 | $278.7K | 0.03% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 639 | $278.3K | 0.19% | +44+7.4% | Added |
| Arkadios Wealth Advisors | 638 | $278.0K | 0.03% | +7+1.1% | Added |