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 |
|---|---|---|---|---|---|
| Fiduciary Alliance LLC | 638 | $277.8K | 0.06% | −31−4.6% | Reduced |
| DuPont Capital Management Corp | 636 | $276.9K | 0.02% | −24,261−97.4% | Reduced |
| Saranac Partners Ltd | 630 | $274.3K | 0.15% | 00.0% | Unchanged |
| Washington Capital Management Inc | 625 | $272.1K | 0.25% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 623 | $271.4K | 0.04% | +262+72.6% | Added |
| Family Firm, Inc. | 623 | $271.2K | 0.08% | +2+0.3% | Added |
| Client 1st Advisory Group, LLC | 620 | $270.0K | 0.14% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 619 | $269.5K | 0.14% | −26−4.0% | Reduced |
| Charter Trust Co | 619 | $269.5K | 0.02% | −1−0.2% | Reduced |
| Reston Wealth Management LLC | 619 | $269.5K | 0.14% | −65−9.5% | Reduced |
| Truvestments Capital LLC | 615 | $267.6K | 0.14% | −3−0.5% | Reduced |
| Montag A & Associates Inc | 615 | $267.6K | 0.02% | 00.0% | Unchanged |
| Trust Co of Virginia | 614 | $267.3K | 0.03% | +614 | New |
| OneAscent Wealth Management LLC | 614 | $267.0K | 0.12% | +614 | New |
| Kellett Schaffner Wealth Advisors LLC | 613 | $266.9K | 0.23% | 00.0% | Unchanged |
| Chicago Trust Co NA | 613 | $266.9K | 0.07% | −73−10.6% | Reduced |
| InterOcean Capital Group, LLC | 613 | $266.9K | 0.01% | −9−1.4% | Reduced |
| Diligent Investors, LLC | 612 | $266.6K | 0.08% | −28−4.4% | Reduced |
| Gsa Capital Partners LLP | 611 | $266.0K | 0.02% | −390−39.0% | Reduced |
| Guardian Wealth Advisors, LLC | 609 | $265.2K | 0.05% | −18−2.9% | Reduced |
| Addison Capital Co | 610 | $265.0K | 0.21% | +88+16.9% | Added |
| Eschler Asset Management LLP | 608 | $264.7K | 0.31% | +608 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 607 | $264.4K | 0.02% | +67+12.4% | Added |
| Childress Capital Advisors, LLC | 607 | $264.3K | 0.09% | +607 | New |
| Strategic Blueprint, LLC | 606 | $263.7K | 0.02% | −29−4.6% | Reduced |
| Good Life Advisors, LLC | 601 | $262.1K | 0.03% | +5+0.8% | Added |
| Enterprise Financial Services Corp | 600 | $261.4K | 0.18% | −11−1.8% | Reduced |
| Alta Advisers Ltd | 600 | $261.3K | 0.15% | 00.0% | Unchanged |
| DFPG Investments, LLC | 575 | $260.6K | 0.02% | +46+8.7% | Added |
| Moody Aldrich Partners LLC | 592 | $259.9K | 0.05% | +592 | New |
| Addison Advisors LLC | 594 | $258.6K | 0.12% | +51+9.4% | Added |
| First National Bank | 593 | $258.2K | 0.23% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 591 | $257.1K | 0.03% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 589 | $256.5K | 0.17% | +30+5.4% | Added |
| Syntax Advisors, LLC | 589 | $256.5K | 0.23% | +30+5.4% | Added |
| Proficio Capital Partners LLC | 589 | $256.3K | 0.03% | +43+7.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 565 | $255.1K | 0.00% | +222+64.7% | Added |
| Atlantic Union Bankshares Corp | 583 | $253.8K | 0.03% | 00.0% | Unchanged |
| Spinnaker Trust | 580 | $252.5K | 0.02% | 00.0% | Unchanged |
| Weil Company, Inc. | 580 | $252.5K | 0.13% | 00.0% | Unchanged |
| Watershed Asset Management, L.L.C. | 579 | $252.1K | 0.30% | +21+3.8% | Added |
| Quantum Financial Advisors, LLC | 579 | $252.0K | 0.07% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 576 | $250.8K | 0.12% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 575 | $250.4K | 0.10% | 00.0% | Unchanged |
| DRW Securities, LLC | 574 | $250.0K | 0.02% | −682−54.3% | Reduced |
| Berkshire Asset Management LLC | 573 | $249.5K | 0.02% | 00.0% | Unchanged |
| Insight Folios Inc | 573 | $249.5K | 0.12% | +7+1.2% | Added |
| Pine Valley Investments Ltd Liability Co | 573 | $249.4K | 0.02% | +573 | New |
| First Bank & Trust | 571 | $248.6K | 0.07% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 570 | $248.2K | 0.03% | +31+5.8% | Added |
| Caldwell Trust Co | 569 | $247.8K | 0.03% | 00.0% | Unchanged |
| Tri Locum Partners LP | 568 | $247.3K | 0.08% | +568 | New |
| International Assets Investment Management, LLC | 556 | $247.1K | 0.03% | +52+10.3% | Added |
| Bryn Mawr Trust Co | 566 | $246.4K | 0.01% | +6+1.1% | Added |
| Prestige Wealth Management Group LLC | 565 | $246.0K | 0.06% | −527−48.3% | Reduced |
| Wealthquest Corp | 565 | $246.0K | 0.03% | +5+0.9% | Added |
| E Fund Management Co., Ltd. | 565 | $246.0K | 0.02% | −30−5.0% | Reduced |
| Rothschild Investment Corp | 566 | $246.0K | 0.02% | +566 | New |
| FourThought Financial Partners, LLC | 562 | $244.7K | 0.03% | −18−3.1% | Reduced |
| LJI Wealth Management, LLC | 562 | $244.7K | 0.07% | +5+0.9% | Added |
| Gerber Kawasaki Wealth & Investment Management | 561 | $244.3K | 0.02% | −25−4.3% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 560 | $243.8K | 0.12% | 00.0% | Unchanged |
| CVA Family Office, LLC | 557 | $242.5K | 0.06% | +111+24.9% | Added |
| Bridgeworth, LLC | 551 | $240.1K | 0.03% | +9+1.7% | Added |
| Summit X, LLC | 546 | $238.3K | 0.08% | −1,385−71.7% | Reduced |
| Global Assets Advisory, LLC | 546 | $237.8K | 0.21% | +546 | New |
| Avestar Capital, LLC | 544 | $236.9K | 0.04% | +544 | New |
| Edge Capital Group, LLC | 543 | $236.4K | 0.02% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 543 | $236.4K | 0.03% | +11+2.1% | Added |
| Strategic Wealth Designers | 541 | $235.7K | 0.04% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 541 | $235.6K | 0.08% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 541 | $235.6K | 0.01% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 539 | $235.0K | 0.03% | +18+3.5% | Added |
| Larson Financial Group LLC | 539 | $234.7K | 0.02% | −259−32.5% | Reduced |
| Cypress Wealth Services, LLC | 539 | $234.6K | 0.07% | +539 | New |
| Smith Anglin Financial, LLC | 538 | $234.2K | 0.03% | +16+3.1% | Added |
| Insigneo Advisory Services, LLC | 537 | $233.8K | 0.05% | −323−37.6% | Reduced |
| Avidian Wealth Solutions, LLC | 530 | $230.9K | 0.02% | +2+0.4% | Added |
| Founders Financial Alliance, LLC | 529 | $230.4K | 0.10% | −14−2.6% | Reduced |
| Renaissance Group LLC | 529 | $230.3K | 0.01% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 527 | $229.5K | 0.01% | −157−23.0% | Reduced |
| FSM Wealth Advisors, LLC | 527 | $229.4K | 0.12% | −7−1.3% | Reduced |
| Summit Place Financial Advisors, LLC | 525 | $228.6K | 0.16% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 507 | $228.0K | 0.08% | +1+0.2% | Added |
| BSW Wealth Partners | 522 | $227.4K | 0.05% | −54−9.4% | Reduced |
| Monument Capital Management | 520 | $226.4K | 0.08% | −359−40.8% | Reduced |
| PEAK6 Investments LLC | 519 | $226.2K | 0.01% | −152−22.7% | Reduced |
| Summit Wealth Group, LLC | 517 | $225.0K | 0.20% | +517 | New |
| Colonial River Wealth Management, LLC | 516 | $224.7K | 0.15% | −1,011−66.2% | Reduced |
| AdvisorNet Financial, Inc | 516 | $224.7K | 0.02% | −72−12.2% | Reduced |
| Navalign, LLC | 516 | $224.7K | 0.09% | +516 | New |
| Deseret Mutual Benefit Administrators | 514 | $223.8K | 0.11% | −52−9.2% | Reduced |
| Zacks Investment Management | 512 | $222.8K | 0.00% | −18,525−97.3% | Reduced |
| North Star Investment Management Corp. | 511 | $222.5K | 0.02% | 00.0% | Unchanged |
| Hikari Power Ltd | 510 | $222.0K | 0.02% | +510 | New |
| Vista Wealth Management Group, LLC | 507 | $220.8K | 0.02% | +507 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 505 | $219.9K | 0.01% | −111−18.0% | Reduced |
| Chicago Partners Investment Group LLC | 486 | $219.6K | 0.01% | +486 | New |
| Carr Financial Group Corp | 485 | $218.2K | 0.09% | 00.0% | Unchanged |
| Change Path, LLC | 501 | $218.0K | 0.02% | −156−23.7% | Reduced |