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 |
|---|---|---|---|---|---|
| Cohen Klingenstein LLC | 3,600 | $1.57M | 0.07% | 00.0% | Unchanged |
| Comerica Securities,inc. | 3,587 | $1.56M | 0.13% | −506−12.4% | Reduced |
| Integrated Advisors Network LLC | 3,567 | $1.55M | 0.10% | −147−4.0% | Reduced |
| UniSuper Management Pty Ltd | 3,546 | $1.54M | 0.02% | −425−10.7% | Reduced |
| Sabal Trust CO | 3,544 | $1.54M | 0.10% | +99+2.9% | Added |
| Symmetry Partners, LLC | 3,543 | $1.54M | 0.08% | −588−14.2% | Reduced |
| Resources Investment Advisors, LLC. | 3,530 | $1.54M | 0.03% | +485+15.9% | Added |
| Robertson Stephens Wealth Management, LLC | 3,529 | $1.54M | 0.10% | +28+0.8% | Added |
| Hancock Whitney Corp | 3,500 | $1.52M | 0.06% | −245−6.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,466 | $1.51M | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 3,466 | $1.51M | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,448 | $1.50M | 0.05% | −106−3.0% | Reduced |
| Archford Capital Strategies, LLC | 3,435 | $1.50M | 0.30% | −75−2.1% | Reduced |
| Lido Advisors, LLC | 3,434 | $1.50M | 0.02% | +317+10.2% | Added |
| Kornitzer Capital Management Inc | 3,429 | $1.49M | 0.03% | +50+1.5% | Added |
| Genus Capital Management Inc. | 3,418 | $1.49M | 0.23% | +95+2.9% | Added |
| Anchor Investment Management, LLC | 3,409 | $1.48M | 0.19% | −540−13.7% | Reduced |
| Wedbush Securities Inc | 3,394 | $1.48M | 0.07% | −175−4.9% | Reduced |
| Fund Management at Engine No. 1 LLC | 3,370 | $1.47M | 0.23% | +284+9.2% | Added |
| Golden State Equity Partners | 3,365 | $1.47M | 0.41% | +146+4.5% | Added |
| T. Rowe Price Investment Management, Inc. | 3,361 | $1.46M | 0.00% | +2,646+370.1% | Added |
| Haverford Trust Co | 3,359 | $1.46M | 0.02% | 00.0% | Unchanged |
| Foresight Global Investors, Inc. | 3,348 | $1.46M | 0.81% | −110−3.2% | Reduced |
| Greenup Street Wealth Management LLC | 3,319 | $1.45M | 0.47% | +3,319 | New |
| King Wealth | 3,293 | $1.43M | 0.30% | +450+15.8% | Added |
| Toth Financial Advisory Corp | 3,282 | $1.43M | 0.22% | +272+9.0% | Added |
| Intellectus Partners, LLC | 3,269 | $1.42M | 0.45% | +486+17.5% | Added |
| Global Retirement Partners, LLC | 3,215 | $1.41M | 0.07% | −218−6.4% | Reduced |
| Lincoln National Corp | 3,233 | $1.41M | 0.03% | −20−0.6% | Reduced |
| Pinnacle Financial Partners Inc | 3,226 | $1.40M | 0.04% | +128+4.1% | Added |
| Sentry LLC | 3,209 | $1.40M | 0.29% | −66−2.0% | Reduced |
| Integrated Wealth Concepts LLC | 3,199 | $1.39M | 0.02% | −167−5.0% | Reduced |
| Parallel Advisors, LLC | 3,149 | $1.37M | 0.05% | −225−6.7% | Reduced |
| Miracle Mile Advisors, LLC | 3,141 | $1.37M | 0.04% | −30−0.9% | Reduced |
| First Foundation Advisors | 3,140 | $1.37M | 0.06% | +216+7.4% | Added |
| Pinnacle Associates Ltd | 3,139 | $1.37M | 0.03% | −40−1.3% | Reduced |
| Wealth Architects, LLC | 3,094 | $1.35M | 0.23% | +34+1.1% | Added |
| Leavell Investment Management, Inc. | 3,044 | $1.32M | 0.09% | −9−0.3% | Reduced |
| Meeder Advisory Services, Inc. | 3,012 | $1.31M | 0.16% | −685−18.5% | Reduced |
| Western Wealth Management, LLC | 3,010 | $1.31M | 0.11% | +36+1.2% | Added |
| Suvretta Capital Management, LLC | 3,010 | $1.31M | 0.07% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 3,000 | $1.31M | 0.31% | +3,000 | New |
| Tudor Investment Corp Et Al | 2,994 | $1.30M | 0.02% | −12,376−80.5% | Reduced |
| Institute for Wealth Management, LLC. | 2,979 | $1.30M | 0.24% | −3−0.1% | Reduced |
| Community Capital Management, Inc. | 2,950 | $1.28M | 2.04% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,927 | $1.27M | 0.19% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,920 | $1.27M | 0.06% | +365+14.3% | Added |
| Cipher Capital LP | 2,892 | $1.26M | 0.89% | −2,356−44.9% | Reduced |
| Cunning Capital Partners, LP | 2,880 | $1.25M | 0.82% | +2,880 | Added |
| RMB Capital Management, LLC | 2,878 | $1.25M | 0.04% | −162−5.3% | Reduced |
| Trust Asset Management LLC | 2,871 | $1.25M | 0.13% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 2,870 | $1.25M | 0.11% | +1,895+194.4% | Added |
| Searle & Co. | 2,865 | $1.25M | 0.42% | 00.0% | Unchanged |
| Westpac Banking Corp | 2,864 | $1.25M | 0.09% | −3,974−58.1% | Reduced |
| National Asset Management, Inc. | 2,855 | $1.24M | 0.03% | −6,893−70.7% | Reduced |
| Insight Wealth Strategies, LLC | 2,847 | $1.24M | 0.24% | +242+9.3% | Added |
| Acropolis Investment Management, LLC | 2,799 | $1.22M | 0.09% | −149−5.1% | Reduced |
| Merit Financial Group, LLC | 2,790 | $1.21M | 0.04% | +99+3.7% | Added |
| Insight Inv LLC | 2,620 | $1.21M | 1.34% | −55−2.1% | Reduced |
| Forum Financial Management, LP | 2,786 | $1.21M | 0.03% | −118−4.1% | Reduced |
| Empower Advisory Group, LLC | 2,767 | $1.20M | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2,765 | $1.20M | 0.68% | +97+3.6% | Added |
| Coastal Investment Advisors, Inc. | 2,677 | $1.19M | 0.27% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,720 | $1.18M | 0.05% | −92−3.3% | Reduced |
| Sumitomo Life Insurance Co | 2,717 | $1.18M | 0.03% | −37−1.3% | Reduced |
| IFP Advisors, Inc | 2,683 | $1.17M | 0.05% | +1,386+106.9% | Added |
| Stevens Capital Management LP | 2,676 | $1.17M | 0.34% | −2,212−45.3% | Reduced |
| SJS Investment Consulting Inc. | 2,640 | $1.15M | 0.29% | +5+0.2% | Added |
| MQS Management LLC | 2,639 | $1.15M | 0.70% | +1,712+184.7% | Added |
| Copperleaf Capital, LLC | 2,596 | $1.13M | 1.22% | −35−1.3% | Reduced |
| Benjamin Edwards Inc | 2,568 | $1.12M | 0.26% | +2,367+1,177.6% | Added |
| Penserra Capital Management LLC | 2,556 | $1.11M | 0.02% | −155−5.7% | Reduced |
| Cigna Investments Inc | 2,538 | $1.10M | 0.25% | −334−11.6% | Reduced |
| Richwood Investment Advisors, LLC | 2,526 | $1.10M | 1.12% | −45−1.8% | Reduced |
| WSFS Capital Management, LLC | 2,524 | $1.10M | 0.07% | +8+0.3% | Added |
| Clearstead Advisors, LLC | 2,516 | $1.10M | 0.07% | +22+0.9% | Added |
| Fox Run Management, L.L.C. | 2,515 | $1.10M | 0.32% | +2,515 | New |
| Checchi Capital Advisers, LLC | 2,504 | $1.09M | 0.10% | −131−5.0% | Reduced |
| Pitcairn Co | 2,498 | $1.09M | 0.09% | +156+6.7% | Added |
| Atom Investors LP | 2,496 | $1.09M | 0.25% | −268−9.7% | Reduced |
| Petrus Trust Company, LTA | 2,480 | $1.08M | 0.12% | +637+34.6% | Added |
| Syon Capital LLC | 2,458 | $1.07M | 0.13% | +2,458 | New |
| Pure Financial Advisors, Inc. | 2,457 | $1.07M | 0.04% | +25+1.0% | Added |
| Principle Wealth Partners LLC | 2,450 | $1.07M | 0.11% | +10.0% | Added |
| Donaldson Capital Management, LLC | 2,445 | $1.06M | 0.05% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 2,406 | $1.05M | 0.06% | +1,203+100.0% | Added |
| 9258 Wealth Management, LLC | 2,400 | $1.05M | 0.20% | −42−1.7% | Reduced |
| EP Wealth Advisors, LLC | 2,393 | $1.04M | 0.02% | −5,955−71.3% | Reduced |
| Daymark Wealth Partners, LLC | 2,389 | $1.04M | 0.07% | +70+3.0% | Added |
| Continuum Advisory, LLC | 2,386 | $1.04M | 0.17% | +850+55.3% | Added |
| Credit Agricole S A | 2,385 | $1.04M | 0.03% | +2,236+1,500.7% | Added |
| Stableford Capital II LLC | 2,293 | $1.03M | 0.48% | −10.0% | Reduced |
| Souders Financial Advisors | 2,360 | $1.03M | 0.20% | −78−3.2% | Reduced |
| Financial Security Advisor, Inc. | 2,357 | $1.03M | 0.47% | +2,357 | New |
| HF Advisory Group, LLC | 2,297 | $1.02M | 0.76% | +440+23.7% | Added |
| Herold Advisors, Inc. | 2,349 | $1.02M | 0.31% | +258+12.3% | Added |
| Balentine LLC | 2,334 | $1.02M | 0.03% | +158+7.3% | Added |
| Hillsdale Investment Management Inc. | 2,324 | $1.01M | 0.09% | +740+46.7% | Added |
| Cypress Capital Group | 2,322 | $1.01M | 0.15% | +1,619+230.3% | Added |
| TrimTabs Asset Management, LLC | 2,315 | $1.01M | 0.54% | −64−2.7% | Reduced |