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 |
|---|---|---|---|---|---|
| Wintrust Investments LLC | 500 | $218.0K | 0.02% | 00.0% | Unchanged |
| E&G Advisors, LP | 500 | $217.7K | 0.08% | −50−9.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 500 | $217.7K | 0.00% | −25−4.8% | Reduced |
| Harbour Capital Advisors, LLC | 500 | $217.7K | 0.07% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 500 | $217.7K | 0.04% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 500 | $217.7K | 0.05% | +500 | New |
| Flagship Harbor Advisors, LLC | 498 | $216.8K | 0.02% | +19+4.0% | Added |
| Van Hulzen Asset Management, LLC | 496 | $216.0K | 0.02% | −14,285−96.6% | Reduced |
| Gallacher Capital Management LLC | 490 | $213.6K | 0.13% | +490 | New |
| Relyea Zuckerberg Hanson LLC | 490 | $213.4K | 0.05% | +5+1.0% | Added |
| Washington Trust Co | 489 | $212.9K | 0.01% | +72+17.3% | Added |
| Hilltop Holdings Inc. | 488 | $212.5K | 0.03% | +1+0.2% | Added |
| Meridian Investment Counsel Inc. | 488 | $212.5K | 0.08% | +2+0.4% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 450 | $212.2K | 0.18% | −300−40.0% | Reduced |
| Formidable Asset Management, LLC | 487 | $212.2K | 0.05% | 00.0% | Unchanged |
| Versor Investments LP | 487 | $212.1K | 0.04% | −879−64.3% | Reduced |
| Orgel Wealth Management, LLC | 485 | $211.2K | 0.01% | 00.0% | Unchanged |
| Rockland Trust Co | 485 | $211.2K | 0.01% | +485 | New |
| TCI Wealth Advisors, Inc. | 483 | $210.3K | 0.03% | +10+2.1% | Added |
| Milestone Asset Management, LLC | 473 | $208.2K | 0.07% | +473 | New |
| Heritage Financial Services, LLC | 477 | $207.7K | 0.04% | −21−4.2% | Reduced |
| Shulman DeMeo Asset Management LLC | 472 | $205.4K | 0.07% | +1+0.2% | Added |
| Carret Asset Management, LLC | 470 | $204.6K | 0.03% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 466 | $202.9K | 0.01% | +119+34.3% | Added |
| Boston Financial Mangement LLC | 463 | $201.6K | 0.01% | 00.0% | Unchanged |
| Nwam LLC | 460 | $200.5K | 0.02% | −56−10.9% | Reduced |
| First Manhattan Co | 460 | $200.4K | 0.00% | −23−4.8% | Reduced |
| Mirova | 454 | $197.7K | 0.04% | −786−63.4% | Reduced |
| Covestor Ltd | 451 | $197.0K | 0.15% | +44+10.8% | Added |
| JJJ Advisors Inc. | 442 | $192.5K | 0.05% | +79+21.8% | Added |
| DT Investment Partners, LLC | 431 | $187.7K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 431 | $187.7K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 426 | $185.0K | 0.03% | +426 | New |
| Avalon Trust Co | 400 | $174.2K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 394 | $171.6K | 0.04% | −25−6.0% | Reduced |
| Archer Investment Corp | 386 | $168.2K | 0.06% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 380 | $165.5K | 0.04% | 00.0% | Unchanged |
| Jackson Square Partners, LLC | 380 | $165.5K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 379 | $165.0K | 0.06% | −6−1.6% | Reduced |
| Delta Asset Management LLC | 370 | $161.1K | 0.02% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 371 | $161.0K | 0.12% | −9−2.4% | Reduced |
| MV Capital Management, Inc. | 357 | $155.4K | 0.02% | −3−0.8% | Reduced |
| Independence Bank of Kentucky | 351 | $152.8K | 0.06% | +80+29.5% | Added |
| Center for Financial Planning, Inc. | 349 | $152.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 345 | $150.2K | 0.02% | −7−2.0% | Reduced |
| DB Wealth Management Group, LLC | 327 | $142.4K | 0.09% | 00.0% | Unchanged |
| Private Ocean, LLC | 326 | $142.1K | 0.02% | −1−0.3% | Reduced |
| American National Bank | 317 | $138.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 306 | $133.2K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 306 | $133.2K | 0.07% | 00.0% | Unchanged |
| Monetary Management Group Inc | 300 | $130.6K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 299 | $130.2K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 260 | $113.2K | 0.07% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 257 | $111.9K | 0.04% | −34−11.7% | Reduced |
| Silvant Capital Management LLC | 257 | $111.9K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 255 | $111.1K | 0.03% | +63+32.8% | Added |
| Hanson & Doremus Investment Management | 255 | $111.0K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 254 | $110.6K | 0.04% | +254 | New |
| West Oak Capital, LLC | 250 | $109.0K | 0.05% | 00.0% | Unchanged |
| MCF Advisors LLC | 243 | $105.9K | 0.01% | +133+120.9% | Added |
| Investors Research Corp | 235 | $102.3K | 0.03% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 232 | $101.0K | 0.03% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 228 | $99.3K | 0.09% | −133−36.8% | Reduced |
| Capital Advisors, Ltd. LLC | 224 | $98.0K | 0.02% | +13+6.2% | Added |
| BluePath Capital Management, LLC | 225 | $98.0K | 0.09% | +225 | New |
| Itau Unibanco Holding S.A. | 221 | $96.2K | 0.00% | −908−80.4% | Reduced |
| Jones Financial Companies LLLP | 218 | $94.9K | 0.00% | +2+0.9% | Added |
| JFS Wealth Advisors, LLC | 216 | $94.1K | 0.01% | +136+170.0% | Added |
| AlphaMark Advisors, LLC | 205 | $89.0K | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 202 | $88.0K | 0.01% | +1+0.5% | Added |
| Ritter Daniher Financial Advisory LLC | 202 | $88.0K | 0.04% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 202 | $88.0K | 0.02% | +202 | New |
| Ancora Advisors, LLC | 199 | $86.6K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 196 | $85.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 191 | $83.2K | 0.04% | +191 | New |
| Eagle Bay Advisors LLC | 181 | $78.9K | 0.04% | +9+5.2% | Added |
| Park Place Capital Corp | 181 | $78.8K | 0.02% | −1−0.5% | Reduced |
| First Command Advisory Services, Inc. | 180 | $78.4K | 0.00% | +180 | New |
| Central Bank & Trust Co | 168 | $73.1K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 164 | $71.4K | 0.03% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 155 | $67.5K | 0.03% | +4+2.6% | Added |
| Optimum Investment Advisors | 150 | $65.3K | 0.03% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 150 | $65.3K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 150 | $65.3K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 150 | $65.3K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 150 | $65.0K | 0.03% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 150 | $65.0K | 0.02% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 139 | $62.0K | 0.03% | +5+3.7% | Added |
| Venturi Wealth Management, LLC | 141 | $61.4K | 0.00% | −2,242−94.1% | Reduced |
| Tacita Capital Inc | 141 | $61.4K | 0.05% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 140 | $61.0K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 137 | $59.7K | 0.01% | −9−6.2% | Reduced |
| Key Financial Inc | 130 | $56.6K | 0.02% | 00.0% | Unchanged |
| Steward Financial Group LLC | 130 | $56.0K | 0.02% | +9+7.4% | Added |
| Islay Capital Management, LLC | 127 | $55.3K | 0.05% | 00.0% | Unchanged |
| Riverview Trust Co | 122 | $53.1K | 0.05% | 00.0% | Unchanged |
| City State Bank | 122 | $53.0K | 0.03% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 118 | $51.4K | 0.01% | +118 | New |
| Baker Avenue Asset Management, LP | 116 | $50.5K | 0.00% | −59−33.7% | Reduced |
| Mascoma Wealth Management LLC | 115 | $50.1K | 0.02% | 00.0% | Unchanged |