Elevance Health, Inc.

ELV

Exchange: NYSE
Industry: Hospital & Medical Service Plans
SEC CIK: 0001156039

SEC filings (opens in a new tab)

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.

Institutional holdersQ3 2023: 1,531 institutions

Value heldQ3 2023: $90.8B

Institutions holding ELV and their total value by quarter
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.

Institutions holding ELV in Q3 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
GeoWealth Management, LLC	113	$50.0K	0.01%	+52+85.2%	Added
Oakworth Capital, Inc.	110	$47.9K	0.00%	−19−14.7%	Reduced
Cambridge Trust Co	109	$47.5K	0.00%	−75−40.8%	Reduced
Jackson, Grant Investment Advisers, Inc.	109	$47.5K	0.02%	00.0%	Unchanged
Abound Wealth Management	108	$47.0K	0.02%	+5+4.9%	Added
Northwest Investment Counselors, LLC	105	$45.7K	0.01%	00.0%	Unchanged
Orion Capital Management LLC	105	$45.7K	0.03%	+105	New
IAG Wealth Partners, LLC	104	$45.3K	0.01%	−50−32.5%	Reduced
RFP Financial Group LLC	103	$44.8K	0.02%	00.0%	Unchanged
Arcadia Investment Management Corp	100	$43.5K	0.01%	00.0%	Unchanged
First Financial Corp	99	$43.1K	0.03%	00.0%	Unchanged
Financial Management Professionals, Inc.	97	$42.0K	0.01%	00.0%	Unchanged
Motco	92	$40.1K	0.00%	−18−16.4%	Reduced
Silicon Valley Capital Partners	90	$39.0K	0.01%	+1+1.1%	Added
Tyler-Stone Wealth Management	88	$38.0K	0.02%	00.0%	Unchanged
Godsey & Gibb Associates	86	$37.3K	0.00%	−20−18.9%	Reduced
Plante Moran Financial Advisors, LLC	84	$36.6K	0.00%	00.0%	Unchanged
Pinnacle Bancorp, Inc.	79	$34.4K	0.01%	+50+172.4%	Added
Piscataqua Savings Bank	79	$34.4K	0.03%	−9−10.2%	Reduced
Sutton Wealth Advisors Inc.	76	$33.1K	0.02%	−16−17.4%	Reduced
Farmers & Merchants Investments Inc	75	$32.7K	0.00%	00.0%	Unchanged
General Partner, Inc.	75	$32.7K	0.03%	00.0%	Unchanged
Baystate Wealth Management LLC	74	$32.6K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	68	$30.7K	0.01%	+15+28.3%	Added
Laurel Wealth Advisors LLC	70	$30.5K	0.01%	00.0%	Unchanged
Emfo, LLC	70	$30.5K	0.03%	00.0%	Unchanged
Bank of New Hampshire	70	$30.5K	0.01%	00.0%	Unchanged
Householder Group Estate & Retirement Specialist, LLC	69	$30.2K	0.01%	+69	New
WR Wealth Planners, LLC	68	$29.6K	0.01%	00.0%	Unchanged
Trust Co of Vermont	67	$29.2K	0.00%	00.0%	Unchanged
GW&K Investment Management, LLC	66	$29.0K	0.00%	−4−5.7%	Reduced
Ogorek Anthony Joseph	68	$29.0K	0.01%	00.0%	Unchanged
Acima Private Wealth, LLC	66	$28.7K	0.01%	00.0%	Unchanged
Versant Capital Management, Inc	66	$28.7K	0.01%	+2+3.1%	Added
Kenfarb & Co.	62	$27.0K	0.02%	00.0%	Unchanged
BOK Financial Private Wealth, Inc.	61	$26.6K	0.00%	00.0%	Unchanged
Register Financial Advisors LLC	61	$26.6K	0.02%	00.0%	Unchanged
Field & Main Bank	60	$26.1K	0.01%	−5−7.7%	Reduced
Tompkins Financial Corp	59	$25.7K	0.00%	00.0%	Unchanged
TD Capital Management LLC	59	$25.6K	0.00%	00.0%	Unchanged
Focused Wealth Management, Inc	57	$25.0K	0.00%	00.0%	Unchanged
Johnson Financial Group, Inc.	57	$24.8K	0.00%	−22−27.8%	Reduced
Ofi Invest Asset Management	60	$24.7K	0.00%	+60	New
Boyd Watterson Asset Management LLC	56	$24.4K	0.01%	00.0%	Unchanged
Raffa Wealth Management, LLC	52	$22.6K	0.01%	+26+100.0%	Added
DHJJ Financial Advisors, Ltd.	50	$21.8K	0.01%	+50	New
Moisand Fitzgerald Tamayo, LLC	49	$21.3K	0.00%	00.0%	Unchanged
Nemes Rush Group LLC	47	$20.5K	0.00%	+18+62.1%	Added
Global Financial Private Client, LLC	46	$20.2K	0.01%	00.0%	Unchanged
Proffitt & Goodson Inc	46	$20.0K	0.00%	00.0%	Unchanged
HHM Wealth Advisors, LLC	46	$20.0K	0.00%	00.0%	Unchanged
Hexagon Capital Partners LLC	46	$20.0K	0.01%	+10+27.8%	Added
Carmichael Hill & Associates, Inc.	45	$19.6K	0.01%	00.0%	Unchanged
Arrow Financial Corp	45	$19.6K	0.00%	00.0%	Unchanged
PSI Advisors, LLC	42	$18.3K	0.01%	+7+20.0%	Added
Paloma Partners Management Co	42	$18.3K	0.00%	+42	New
Clean Yield Group	39	$17.7K	0.01%	00.0%	Unchanged
FinTrust Capital Advisors, LLC	40	$17.4K	0.00%	+5+14.3%	Added
Webster Bank, N. A.	40	$17.4K	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	37	$16.1K	0.00%	00.0%	Unchanged
Syntax Research, Inc.	36	$15.7K	0.01%	+36	New
Systematic Financial Management LP	36	$15.7K	0.00%	00.0%	Unchanged
ClariVest Asset Management LLC	33	$14.0K	0.00%	−1−2.9%	Reduced
Gleason Group, Inc.	31	$13.3K	0.00%	+1+3.3%	Added
GPS Wealth Strategies Group, LLC	30	$13.1K	0.00%	00.0%	Unchanged
KB Financial Partners, LLC	31	$13.0K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	29	$12.6K	0.00%	00.0%	Unchanged
Rock Creek Group, LP	28	$12.2K	0.00%	−12−30.0%	Reduced
Gradient Investments LLC	28	$12.2K	0.00%	−3−9.7%	Reduced
Tortoise Investment Management, LLC	28	$12.2K	0.00%	00.0%	Unchanged
Coppell Advisory Solutions LLC	23	$11.8K	0.00%	−3−11.5%	Reduced
Distillate Capital Partners LLC	27	$11.8K	2.97%	+4+17.4%	Added
Northwest Capital Management Inc	26	$11.3K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	26	$11.3K	0.01%	+22+550.0%	Added
PFS Partners, LLC	25	$10.9K	0.01%	00.0%	Unchanged
Norwood Financial Corp	25	$10.9K	0.02%	00.0%	Unchanged
Hibernia Wealth Partners, LLC	24	$10.5K	0.01%	+24	New
CNB Bank	22	$9.58K	0.01%	+11+100.0%	Added
Beacon Capital Management, LLC	20	$8.89K	0.00%	00.0%	Unchanged
Lee Financial Co	20	$8.71K	0.00%	00.0%	Unchanged
Carmel Capital Partners, LLC	20	$8.71K	0.00%	+1+5.3%	Added
Cherry Tree Wealth Management, LLC	19	$8.27K	0.00%	00.0%	Unchanged
Centennial Bank	19	$8.27K	0.01%	00.0%	Unchanged
Glass Jacobson Investment Advisors llc	19	$8.27K	0.00%	+1+5.6%	Added
Pension & Wealth Management Advisors, Inc.	19	$8.27K	0.01%	+19	New
Macroview Investment Management LLC	17	$7.46K	0.01%	+17	New
Cornerstone Planning Group LLC	16	$6.97K	0.00%	−8−33.3%	Reduced
Mark Sheptoff Financial Planning, LLC	16	$6.97K	0.00%	00.0%	Unchanged
Stone House Investment Management, LLC	16	$6.97K	0.00%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	16	$6.97K	0.00%	00.0%	Unchanged
Financial Perspectives, Inc	16	$6.97K	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	16	$6.97K	0.01%	+3+23.1%	Added
Perkins Coie Trust Co	15	$6.53K	0.00%	+15	New
Morton Brown Family Wealth, LLC	14	$6.10K	0.00%	00.0%	Unchanged
Fortis Group Advisors, LLC	13	$5.66K	0.00%	+13	New
Newbridge Financial Services Group, Inc.	12	$5.38K	0.00%	−87−87.9%	Reduced
CoreFirst Bank & Trust	12	$5.22K	0.00%	+12	New
Avion Wealth	14	$5.00K	0.00%	+2+16.7%	Added
SOA Wealth Advisors, LLC.	11	$4.84K	0.00%	00.0%	Unchanged
Ramirez Asset Management, Inc.	11	$4.79K	0.00%	+11	New