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 |
|---|---|---|---|---|---|
| Ossiam | 5,498 | $2.39M | 0.04% | −32,410−85.5% | Reduced |
| Legato Capital Management LLC | 5,427 | $2.36M | 0.34% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 5,422 | $2.36M | 0.08% | −230−4.1% | Reduced |
| Occudo Quantitative Strategies LP | 5,389 | $2.35M | 0.30% | −323−5.7% | Reduced |
| Oak Thistle LLC | 5,373 | $2.34M | 0.69% | +3,109+137.3% | Added |
| Advisory Services Network, LLC | 5,350 | $2.33M | 0.06% | −203−3.7% | Reduced |
| Semmax Financial Advisors Inc. | 5,045 | $2.33M | 0.93% | +5,045 | New |
| Bangor Savings Bank | 5,330 | $2.32M | 0.28% | −106−1.9% | Reduced |
| Jag Capital Management, LLC | 5,315 | $2.31M | 0.28% | −70−1.3% | Reduced |
| Keudell/Morrison Wealth Management | 5,274 | $2.30M | 0.70% | +8+0.2% | Added |
| Ritholtz Wealth Management | 5,263 | $2.29M | 0.10% | +1,833+53.4% | Added |
| Allen Investment Management LLC | 5,237 | $2.28M | 0.03% | +5,237 | New |
| Level Four Advisory Services, LLC | 5,233 | $2.28M | 0.15% | +2,697+106.3% | Added |
| Old National Bancorp | 5,232 | $2.28M | 0.07% | −311−5.6% | Reduced |
| Raymond James Trust N.A. | 5,190 | $2.26M | 0.07% | +312+6.4% | Added |
| Legacy Trust | 5,189 | $2.26M | 0.66% | +6+0.1% | Added |
| Mirabella Financial Services LLP | 5,152 | $2.24M | 0.32% | +3,040+143.9% | Added |
| Greenfield Savings Bank | 5,128 | $2.23M | 1.40% | +5+0.1% | Added |
| Stonebridge Capital Advisors LLC | 5,091 | $2.22M | 0.24% | −50−1.0% | Reduced |
| Valeo Financial Advisors, LLC | 5,074 | $2.21M | 0.10% | −294−5.5% | Reduced |
| Accurate Wealth Management, LLC | 4,698 | $2.19M | 0.69% | +4,698 | New |
| Jackson Hole Capital Partners, LLC | 5,021 | $2.19M | 0.64% | −166−3.2% | Reduced |
| Clough Capital Partners L P | 5,000 | $2.18M | 0.23% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 4,999 | $2.18M | 0.12% | −148−2.9% | Reduced |
| Channing Global Advisors, LLC | 4,982 | $2.17M | 2.11% | +731+17.2% | Added |
| Delta Capital Management LLC | 4,930 | $2.15M | 1.61% | −160−3.1% | Reduced |
| Sequoia Financial Advisors, LLC | 4,887 | $2.13M | 0.04% | +266+5.8% | Added |
| Essex Financial Services, Inc. | 4,878 | $2.12M | 0.25% | +160+3.4% | Added |
| Tokio Marine Asset Management Co Ltd | 4,863 | $2.12M | 0.13% | +351+7.8% | Added |
| Malaga Cove Capital, LLC | 4,840 | $2.11M | 0.97% | +491+11.3% | Added |
| Jackson Wealth Management, LLC | 4,840 | $2.11M | 0.30% | −468−8.8% | Reduced |
| Jefferies Financial Group Inc. | 4,834 | $2.10M | 0.05% | +4,006+483.8% | Added |
| MAI Capital Management | 4,822 | $2.10M | 0.03% | −235−4.6% | Reduced |
| Avantax Advisory Services, Inc. | 4,820 | $2.10M | 0.02% | −707−12.8% | Reduced |
| Harfst & Associates, Inc. | 4,819 | $2.10M | 0.59% | +19+0.4% | Added |
| Atria Wealth Solutions, Inc. | 4,794 | $2.09M | 0.03% | +365+8.2% | Added |
| Alpha DNA Investment Management LLC | 4,738 | $2.06M | 1.33% | +28+0.6% | Added |
| Horizon Investment Services, LLC | 4,714 | $2.05M | 1.23% | +92+2.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,708 | $2.05M | 0.20% | −791−14.4% | Reduced |
| Savant Capital, LLC | 4,660 | $2.03M | 0.03% | +57+1.2% | Added |
| Mach-1 Financial Group, Inc. | 4,651 | $2.02M | 0.85% | −24−0.5% | Reduced |
| Bragg Financial Advisors, Inc | 4,596 | $2.00M | 0.11% | +66+1.5% | Added |
| Cetera Advisors LLC | 4,591 | $2.00M | 0.03% | +387+9.2% | Added |
| Pettyjohn, Wood & White, Inc | 4,549 | $1.98M | 0.47% | −15−0.3% | Reduced |
| Intrust Bank NA | 4,514 | $1.97M | 0.25% | −250−5.2% | Reduced |
| AMG National Trust Bank | 4,492 | $1.96M | 0.07% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 4,451 | $1.94M | 0.32% | 00.0% | Unchanged |
| Community Bank, N.A. | 4,438 | $1.93M | 0.27% | +288+6.9% | Added |
| CAPROCK Group, Inc. | 4,399 | $1.92M | 0.14% | +65+1.5% | Added |
| Strategic Financial Services, Inc, | 4,390 | $1.91M | 0.15% | −44−1.0% | Reduced |
| Advisors Asset Management, Inc. | 4,362 | $1.90M | 0.04% | −126−2.8% | Reduced |
| Lederer & Associates Investment Counsel | 4,359 | $1.90M | 1.51% | −12−0.3% | Reduced |
| Oak Associates, Ltd | 4,326 | $1.88M | 0.16% | +144+3.4% | Added |
| Cornercap Investment Counsel Inc | 4,316 | $1.88M | 0.34% | +139+3.3% | Added |
| Quantinno Capital Management LP | 4,301 | $1.87M | 0.09% | +586+15.8% | Added |
| First Business Financial Services, Inc. | 4,297 | $1.87M | 0.24% | +53+1.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,257 | $1.85M | 0.09% | +1,337+45.8% | Added |
| Barden Capital Management, Inc. | 4,244 | $1.85M | 1.80% | +355+9.1% | Added |
| Hofer & Associates. Inc | 4,239 | $1.85M | 1.89% | +69+1.7% | Added |
| Csenge Advisory Group | 4,197 | $1.83M | 0.12% | +238+6.0% | Added |
| Sawtooth Solutions, LLC | 4,196 | $1.83M | 0.06% | −1,402−25.0% | Reduced |
| Bleakley Financial Group, LLC | 4,196 | $1.83M | 0.06% | −174−4.0% | Reduced |
| Johnson Investment Counsel Inc | 4,184 | $1.82M | 0.02% | −16−0.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 4,161 | $1.81M | 0.08% | −10.0% | Reduced |
| Paralel Advisors LLC | 4,160 | $1.81M | 0.10% | +47+1.1% | Added |
| Benchmark Investment Advisors LLC | 4,133 | $1.80M | 1.82% | −66−1.6% | Reduced |
| Tufton Capital Management | 4,124 | $1.80M | 0.40% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 4,122 | $1.79M | 0.08% | +2,191+113.5% | Added |
| Signaturefd, LLC | 4,095 | $1.78M | 0.05% | +451+12.4% | Added |
| Beverly Hills Private Wealth, LLC | 4,077 | $1.78M | 0.53% | −3,049−42.8% | Reduced |
| Umb Bank N A | 4,057 | $1.77M | 0.03% | −3,874−48.8% | Reduced |
| Pensionfund Sabic | 4,050 | $1.76M | 0.62% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 4,040 | $1.76M | 1.56% | −68−1.7% | Reduced |
| Zurich Insurance Group Ltd | 4,000 | $1.74M | 0.02% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 4,000 | $1.74M | 0.24% | −1,000−20.0% | Reduced |
| Peoples Bank | 3,982 | $1.73M | 1.48% | +3,982 | New |
| Brighton Jones LLC | 3,951 | $1.72M | 0.09% | −235−5.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,949 | $1.72M | 1.12% | +69+1.8% | Added |
| Dark Forest Capital Management LP | 3,945 | $1.72M | 0.14% | +2,109+114.9% | Added |
| Smith, Moore & Co. | 3,902 | $1.70M | 0.22% | −8−0.2% | Reduced |
| Vista Investment Management | 3,898 | $1.70M | 0.89% | +5+0.1% | Added |
| Dorsey & Whitney Trust CO LLC | 3,891 | $1.69M | 0.15% | −84−2.1% | Reduced |
| Balyasny Asset Management LLC | 3,888 | $1.69M | 0.00% | −189−4.6% | Reduced |
| Desjardins Global Asset Management Inc. | 3,878 | $1.69M | 0.18% | +355+10.1% | Added |
| FRG Family Wealth Advisors LLC | 3,870 | $1.69M | 0.38% | 00.0% | Unchanged |
| Retireful, LLC | 3,850 | $1.68M | 0.80% | +3,850 | New |
| Evergreen Wealth Management, LLC | 3,833 | $1.67M | 1.32% | +435+12.8% | Added |
| DB Fitzpatrick & Co, Inc | 3,798 | $1.65M | 1.77% | +85+2.3% | Added |
| Violich Capital Management, Inc. | 3,770 | $1.64M | 0.28% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 3,768 | $1.64M | 0.59% | +2,500+197.2% | Added |
| Chesley Taft & Associates LLC | 3,766 | $1.64M | 0.11% | −5−0.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,737 | $1.63M | 0.03% | +626+20.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,716 | $1.62M | 0.48% | +21+0.6% | Added |
| Mount Yale Investment Advisors, LLC | 3,714 | $1.62M | 0.18% | +473+14.6% | Added |
| Alberta Investment Management Corp | 3,700 | $1.61M | 0.02% | −14,511−79.7% | Reduced |
| Granite Harbor Advisors, Inc. | 3,697 | $1.61M | 1.29% | +156+4.4% | Added |
| Machina Capital S.A.S. | 3,665 | $1.60M | 0.89% | −1,060−22.4% | Reduced |
| LRT Capital Management, LLC | 3,665 | $1.60M | 1.11% | +80+2.2% | Added |
| Profund Advisors LLC | 3,651 | $1.59M | 0.09% | −127−3.4% | Reduced |
| Uncommon Cents Investing LLC | 3,610 | $1.57M | 0.58% | −40−1.1% | Reduced |