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 | 1,703 | $107.2B |
| Q2 2024 | 1,713 | $112.7B |
| Q1 2024 | 1,673 | $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 | 1,551 | $108.8B |
| Q3 2022 | 1,449 | $97.0B |
| Q2 2022 | 1,444 | $103.2B |
| Q1 2022 | 1,424 | $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 |
|---|---|---|---|---|---|
| BKD Wealth Advisors, LLC | 9,129 | $3.97M | 0.12% | −188−2.0% | Reduced |
| Brinker Capital Investments, LLC | 9,081 | $3.95M | 0.05% | −4,009−30.6% | Reduced |
| Orion Portfolio Solutions, LLC | 9,081 | $3.95M | 0.05% | −4,009−30.6% | Reduced |
| Banque Cantonale Vaudoise | 8,973 | $3.91M | 0.20% | −1,028−10.3% | Reduced |
| Connectus Wealth, LLC | 8,886 | $3.89M | 0.09% | −363−3.9% | Reduced |
| Oppenheimer Asset Management Inc. | 8,910 | $3.88M | 0.06% | +862+10.7% | Added |
| Tocqueville Asset Management L.P. | 8,886 | $3.87M | 0.07% | +235+2.7% | Added |
| Independent Advisor Alliance | 8,878 | $3.87M | 0.17% | −227−2.5% | Reduced |
| Armstrong Shaw Associates Inc | 8,845 | $3.85M | 4.05% | 00.0% | Unchanged |
| McKinley Capital Management LLC /Delaware | 8,830 | $3.84M | 0.54% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 8,811 | $3.84M | 0.01% | −494−5.3% | Reduced |
| Beacon Pointe Advisors, LLC | 8,807 | $3.83M | 0.05% | +637+7.8% | Added |
| Virtu Financial LLC | 8,669 | $3.77M | 0.38% | +2,099+31.9% | Added |
| Argent Trust Co | 8,666 | $3.77M | 0.21% | +1,377+18.9% | Added |
| Coastline Trust Co | 8,637 | $3.76M | 0.55% | −1,220−12.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,539 | $3.72M | 0.29% | +29+0.3% | Added |
| Tandem Capital Management Corp | 8,514 | $3.71M | 2.55% | −538−5.9% | Reduced |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 8,500 | $3.70M | 0.01% | +8,500 | New |
| Benedict Financial Advisors Inc | 8,390 | $3.65M | 1.06% | −75−0.9% | Reduced |
| Asio Capital, LLC | 8,370 | $3.64M | 0.97% | +813+10.8% | Added |
| Empirical Finance, LLC | 8,308 | $3.62M | 0.27% | +736+9.7% | Added |
| Wright Investors Service Inc | 8,290 | $3.61M | 1.05% | −95−1.1% | Reduced |
| Walleye Capital LLC | 8,235 | $3.59M | 0.05% | +3,675+80.6% | Added |
| Synovus Financial Corp | 8,150 | $3.55M | 0.04% | −21−0.3% | Reduced |
| Aaron Wealth Advisors | 8,117 | $3.53M | 0.46% | +6,535+413.1% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $3.48M | 1.00% | 00.0% | Unchanged |
| HRT Financial LP | 7,956 | $3.46M | 0.03% | −49,770−86.2% | Reduced |
| Alps Advisors Inc | 7,929 | $3.45M | 0.03% | +6,700+545.2% | Added |
| Wetherby Asset Management Inc | 7,924 | $3.45M | 0.20% | −358−4.3% | Reduced |
| Timber Creek Capital Management LLC | 7,774 | $3.39M | 1.22% | −50−0.6% | Reduced |
| Garrison Bradford & Associates Inc | 7,721 | $3.36M | 3.97% | +463+6.4% | Added |
| Radnor Capital Management, LLC | 7,710 | $3.36M | 0.67% | +7,710 | New |
| LGT Fund Management Co Ltd. | 7,620 | $3.35M | 1.63% | −1,990−20.7% | Reduced |
| Duncker Streett & Co Inc | 7,692 | $3.35M | 0.78% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 7,628 | $3.32M | 0.31% | +823+12.1% | Added |
| Meeder Asset Management Inc | 7,626 | $3.32M | 0.26% | −3,624−32.2% | Reduced |
| Stanley-Laman Group, Ltd. | 7,615 | $3.32M | 0.57% | −194−2.5% | Reduced |
| Park Avenue Securities LLC | 7,536 | $3.28M | 0.05% | +7,536 | New |
| AIA Group Ltd | 7,468 | $3.25M | 0.16% | +468+6.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,439 | $3.24M | 0.09% | −39−0.5% | Reduced |
| Scholtz & Company, LLC | 7,424 | $3.23M | 2.13% | −1,281−14.7% | Reduced |
| XTX Topco Ltd | 7,339 | $3.20M | 0.55% | +3,073+72.0% | Added |
| Greenleaf Trust | 7,303 | $3.18M | 0.04% | −74−1.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 7,249 | $3.16M | 0.11% | −1,046−12.6% | Reduced |
| World Equity Group, Inc. | 7,222 | $3.14M | 0.66% | +3,816+112.0% | Added |
| Mitchell Capital Management Co | 7,214 | $3.14M | 0.75% | +29+0.4% | Added |
| Vinva Investment Management Ltd | 7,004 | $3.13M | 0.30% | −170−2.4% | Reduced |
| Buffington Mohr McNeal | 7,148 | $3.11M | 0.71% | +520+7.8% | Added |
| Gluskin Sheff & Assoc Inc | 7,120 | $3.10M | 0.24% | −108−1.5% | Reduced |
| Moody National Bank Trust Division | 7,044 | $3.07M | 0.20% | +990+16.4% | Added |
| RWC Asset Management LLP | 7,011 | $3.05M | 0.20% | −58,209−89.3% | Reduced |
| Ally Financial Inc. | 7,000 | $3.05M | 0.45% | +4,000+133.3% | Added |
| LMR Partners LLP | 6,976 | $3.04M | 0.07% | −911−11.6% | Reduced |
| Bull Street Advisors, LLC | 6,951 | $3.03M | 1.60% | +74+1.1% | Added |
| Strategic Wealth Partners, Ltd. | 6,904 | $3.01M | 0.40% | −87−1.2% | Reduced |
| Transform Wealth, LLC | 6,886 | $3.00M | 0.32% | +23+0.3% | Added |
| AustralianSuper Pty Ltd | 6,882 | $3.00M | 0.02% | 00.0% | Unchanged |
| Everence Capital Management Inc | 6,800 | $2.96M | 0.23% | +890+15.1% | Added |
| KCS Wealth Advisory | 6,727 | $2.93M | 1.25% | +248+3.8% | Added |
| SG Americas Securities, LLC | 6,715 | $2.92M | 0.04% | −5,225−43.8% | Reduced |
| Vontobel Holding Ltd. | 6,703 | $2.92M | 0.03% | −2,351−26.0% | Reduced |
| Bamco Inc | 6,700 | $2.92M | 0.01% | −2,700−28.7% | Reduced |
| Pearl River Capital, LLC | 6,678 | $2.91M | 0.46% | −2,525−27.4% | Reduced |
| Trivant Custom Portfolio Group, LLC | 6,604 | $2.88M | 2.11% | +20+0.3% | Added |
| First Hawaiian Bank | 6,568 | $2.86M | 0.10% | −492−7.0% | Reduced |
| Family Legacy, Inc. | 6,567 | $2.86M | 1.19% | +57+0.9% | Added |
| Bailard, Inc. | 6,567 | $2.86M | 0.09% | −10−0.2% | Reduced |
| Pinkerton Retirement Specialists, LLC | 6,521 | $2.84M | 0.62% | −110−1.7% | Reduced |
| Edmp, Inc. | 6,472 | $2.82M | 2.88% | +554+9.4% | Added |
| Pegasus Asset Management, Inc. | 6,468 | $2.82M | 1.31% | +77+1.2% | Added |
| RDA Financial Network | 6,449 | $2.81M | 1.22% | +139+2.2% | Added |
| Blair William & Co | 6,376 | $2.78M | 0.01% | −412−6.1% | Reduced |
| Toroso Investments, LLC | 6,353 | $2.77M | 0.08% | +2,234+54.2% | Added |
| James Investment Research Inc | 6,339 | $2.76M | 0.36% | −46−0.7% | Reduced |
| Capstone Investment Advisors, LLC | 6,313 | $2.75M | 0.07% | −350−5.3% | Reduced |
| Princeton Global Asset Management LLC | 6,262 | $2.73M | 0.77% | +431+7.4% | Added |
| TrinityPoint Wealth, LLC | 6,232 | $2.71M | 0.54% | +1,387+28.6% | Added |
| Voya Financial Advisors, Inc. | 6,049 | $2.71M | 0.34% | +1,096+22.1% | Added |
| Fort Washington Investment Advisors Inc | 6,204 | $2.70M | 0.02% | −105−1.7% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,030 | $2.63M | 1.27% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 6,023 | $2.62M | 0.69% | −2,940−32.8% | Reduced |
| Kestra Private Wealth Services, LLC | 6,001 | $2.61M | 0.08% | +1,071+21.7% | Added |
| IMA Wealth, Inc. | 5,949 | $2.59M | 0.67% | −174−2.8% | Reduced |
| Ieq Capital, LLC | 5,948 | $2.59M | 0.05% | −140−2.3% | Reduced |
| CWM, LLC | 5,920 | $2.58M | 0.02% | −20.0% | Reduced |
| Magnetar Financial LLC | 5,891 | $2.57M | 0.07% | +1,851+45.8% | Added |
| Oppenheimer & Co Inc | 5,870 | $2.56M | 0.05% | +360+6.5% | Added |
| Veriti Management LLC | 5,846 | $2.55M | 0.29% | +254+4.5% | Added |
| Campbell & CO Investment Adviser LLC | 5,755 | $2.51M | 0.30% | +4,280+290.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 5,711 | $2.49M | 0.01% | −11,532−66.9% | Reduced |
| Chemistry Wealth Management LLC | 5,702 | $2.48M | 0.82% | +274+5.0% | Added |
| Aigen Investment Management, LP | 5,685 | $2.48M | 0.47% | +3,484+158.3% | Added |
| Madison Wealth Management | 5,678 | $2.47M | 0.52% | +411+7.8% | Added |
| Kempen Capital Management N.V. | 5,659 | $2.46M | 0.05% | −384−6.4% | Reduced |
| Liberty One Investment Management, LLC | 5,656 | $2.46M | 0.36% | +337+6.3% | Added |
| D.A. Davidson & Co. | 5,588 | $2.43M | 0.03% | −63−1.1% | Reduced |
| Regions Financial Corp | 5,588 | $2.43M | 0.02% | −343−5.8% | Reduced |
| Legacy Advisors, LLC | 5,569 | $2.42M | 0.39% | +4,728+562.2% | Added |
| Lakeview Capital Partners, LLC | 5,546 | $2.41M | 0.47% | −704−11.3% | Reduced |
| Great Valley Advisor Group, Inc. | 5,538 | $2.41M | 0.10% | +115+2.1% | Added |