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 |
|---|---|---|---|---|---|
| Jamison Private Wealth Management, Inc. | 10 | $4.48K | 0.00% | +10 | New |
| Impact Partnership Wealth, LLC | 10 | $4.35K | 0.00% | −630−98.4% | Reduced |
| New Millennium Group LLC | 9 | $3.99K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 9 | $3.95K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 9 | $3.92K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 9 | $3.92K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 8 | $3.48K | 0.00% | −1,935−99.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 8 | $3.48K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 7 | $3.05K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 7 | $3.05K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 7 | $3.05K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 7 | $3.05K | 0.00% | +2+40.0% | Added |
| Armstrong Advisory Group, Inc | 7 | $3.05K | 0.00% | +7 | New |
| Hazlett, Burt & Watson, Inc. | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 7 | $2.90K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 6 | $2.61K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 6 | $2.61K | 0.00% | +6 | New |
| Team Financial Group, LLC | 6 | $2.61K | 0.00% | +6 | New |
| JNBA Financial Advisors | 5 | $2.18K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 5 | $2.18K | 0.00% | +5 | New |
| TSFG, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 5 | $2.00K | 0.00% | +5 | New |
| True Wealth Design, LLC | 4 | $1.74K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4 | $1.74K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4 | $1.74K | 0.00% | +1+33.3% | Added |
| WestEnd Advisors, LLC | 3 | $1.31K | 0.00% | +3 | New |
| Centerpoint Advisors, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $885 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $874 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $393 | 0.00% | −444−100.0% | Reduced |
| ZRC Wealth Management, LLC | 0 | $10 | 0.00% | 0 | Unchanged |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −1,412,701−100.0% | Sold out |
| GQG Partners LLC | 0 | $0 | 0.00% | −331,039−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −207,231−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −92,953−100.0% | Sold out |
| Ardevora Asset Management LLP | 0 | $0 | 0.00% | −81,206−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −46,592−100.0% | Sold out |
| Carmignac Gestion | 0 | $0 | 0.00% | −43,665−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −31,711−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −27,857−100.0% | Sold out |
| Churchill Management Corp | 0 | $0 | 0.00% | −25,690−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −23,900−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −17,995−100.0% | Sold out |
| Sivik Global Healthcare LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| JS Capital Management LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −8,731−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −8,582−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −7,725−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −7,447−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −6,411−100.0% | Sold out |
| Alamar Capital Management, LLC | 0 | $0 | 0.00% | −6,101−100.0% | Sold out |
| Oliver Luxxe Assets LLC | 0 | $0 | 0.00% | −4,960−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −4,840−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −4,051−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −2,648−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,483−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −2,366−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −2,276−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −2,187−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −2,006−100.0% | Sold out |
| First Pacific Advisors, LP | 0 | $0 | 0.00% | −1,915−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −1,889−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −1,702−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,702−100.0% | Sold out |
| Western Financial Corp | 0 | $0 | 0.00% | −1,646−100.0% | Sold out |
| Trustmark National Bank Trust Department | 0 | $0 | 0.00% | −1,629−100.0% | Sold out |
| Waterfront Wealth Inc. | 0 | $0 | 0.00% | −1,361−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −1,427−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −1,417−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −1,415−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −979−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −978−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −907−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −836−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −825−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −799−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −778−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −775−100.0% | Sold out |
| Hongkou Capital LP | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| GraniteShares Advisors LLC | 0 | $0 | 0.00% | −674−100.0% | Sold out |
| First City Capital Management, Inc. | 0 | $0 | 0.00% | −672−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −595−100.0% | Sold out |
| Morris Retirement Advisors, LLC | 0 | $0 | 0.00% | −595−100.0% | Sold out |
| Fairhaven Wealth Management, LLC | 0 | $0 | 0.00% | −586−100.0% | Sold out |
| Courier Capital LLC | 0 | $0 | 0.00% | −580−100.0% | Sold out |
| Alpha Family Trust | 0 | $0 | 0.00% | −565−100.0% | Sold out |
| Osborne Partners Capital Management, LLC | 0 | $0 | 0.00% | −561−100.0% | Sold out |
| Gilbert & Cook, Inc. | 0 | $0 | 0.00% | −559−100.0% | Sold out |
| Fifth Third Wealth Advisors LLC | 0 | $0 | 0.00% | −526−100.0% | Sold out |
| Old North State Trust, LLC | 0 | $0 | 0.00% | −513−100.0% | Sold out |
| Baldwin Investment Management, LLC | 0 | $0 | 0.00% | −503−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −501−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Montz Harcus Wealth Management LLC | 0 | $0 | 0.00% | −486−100.0% | Sold out |
| Riverwater Partners LLC | 0 | $0 | 0.00% | −486−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −465−100.0% | Sold out |
| Phillips Financial Management, LLC | 0 | $0 | 0.00% | −463−100.0% | Sold out |