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 |
|---|---|---|---|---|---|
| Graves-Light Private Wealth Management, Inc. | 2,232 | $1.00M | 0.14% | −2−0.1% | Reduced |
| Axq Capital, LP | 2,300 | $1.00M | 0.35% | +2,300 | New |
| Thoroughbred Financial Services, LLC | 2,297 | $1.00M | 0.10% | +1,784+347.8% | Added |
| 1st Source Bank | 2,295 | $999.3K | 0.07% | −38−1.6% | Reduced |
| Financial Counselors Inc | 2,284 | $994.5K | 0.02% | +22+1.0% | Added |
| Snowden Capital Advisors LLC | 2,283 | $994.1K | 0.04% | −252−9.9% | Reduced |
| SRN Advisors, LLC | 2,280 | $992.8K | 0.98% | +74+3.4% | Added |
| United Capital Financial Advisers, LLC | 2,277 | $991.6K | 0.01% | −449−16.5% | Reduced |
| FDx Advisors, Inc. | 2,269 | $988.0K | 0.08% | −1,711−43.0% | Reduced |
| Central Trust Co | 2,263 | $985.4K | 0.03% | −208−8.4% | Reduced |
| NEOS Investment Management LLC | 2,247 | $978.4K | 0.12% | +2,247 | New |
| Clarius Group, LLC | 2,238 | $974.5K | 0.09% | −656−22.7% | Reduced |
| Tobam | 2,230 | $971.0K | 0.08% | +75+3.5% | Added |
| Romano Brothers and Company | 2,221 | $967.1K | 0.15% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 2,219 | $966.0K | 0.03% | +10.0% | Added |
| Landscape Capital Management, L.L.C. | 2,218 | $965.8K | 0.13% | +2,218 | New |
| Mutual Advisors, LLC | 2,215 | $964.7K | 0.04% | +440+24.8% | Added |
| SeaCrest Wealth Management, LLC | 2,215 | $964.5K | 0.13% | +86+4.0% | Added |
| Point72 Asset Management, L.P. | 2,204 | $959.7K | 0.00% | −6,543−74.8% | Reduced |
| TownSquare Capital, LLC | 2,190 | $953.6K | 0.02% | +1,577+257.3% | Added |
| Moloney Securities Asset Management, LLC | 2,162 | $941.5K | 0.17% | −1,641−43.2% | Reduced |
| Buckley Wealth Management, LLC | 2,162 | $941.4K | 0.35% | −626−22.5% | Reduced |
| Harbor Investment Advisory, LLC | 2,152 | $937.0K | 0.12% | +132+6.5% | Added |
| We Are One Seven, LLC | 2,150 | $936.2K | 0.07% | +558+35.1% | Added |
| Garrison Point Advisors, LLC | 2,150 | $936.2K | 0.72% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 2,150 | $936.2K | 0.12% | 00.0% | Unchanged |
| JT Stratford LLC | 2,129 | $927.0K | 0.24% | +988+86.6% | Added |
| InTrack Investment Management Inc | 2,128 | $926.6K | 0.82% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 2,107 | $917.3K | 0.61% | −85−3.9% | Reduced |
| Belpointe Asset Management LLC | 2,106 | $917.2K | 0.09% | +306+17.0% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,051 | $917.2K | 0.08% | −150−6.8% | Reduced |
| Outlook Wealth Advisors, LLC | 2,102 | $915.4K | 0.35% | +39+1.9% | Added |
| Delphi Management Inc | 2,099 | $914.0K | 0.94% | +10+0.5% | Added |
| Vanguard Capital Wealth Advisors | 2,087 | $908.5K | 0.84% | +7+0.3% | Added |
| Roundview Capital LLC | 2,081 | $906.0K | 0.09% | +18+0.9% | Added |
| Foster & Motley Inc | 2,080 | $906.0K | 0.07% | −88−4.1% | Reduced |
| Chicago Capital, LLC | 2,042 | $889.1K | 0.04% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,037 | $887.0K | 0.06% | +468+29.8% | Added |
| Quadrant Capital Group LLC | 2,035 | $886.1K | 0.09% | +9+0.4% | Added |
| Summit Trail Advisors, LLC | 2,022 | $880.4K | 0.03% | −460−18.5% | Reduced |
| Ameritas Advisory Services, LLC | 1,956 | $875.5K | 0.04% | +1,387+243.8% | Added |
| Edgestream Partners, L.P. | 2,007 | $873.9K | 0.07% | +2,007 | New |
| Hunter Perkins Capital Management, LLC | 2,000 | $871.0K | 0.19% | +2,000 | New |
| NJ State Employees Deferred Compensation Plan | 2,000 | $870.8K | 0.13% | 00.0% | Unchanged |
| Strategic Advisors LLC | 1,998 | $870.2K | 0.17% | +66+3.4% | Added |
| Meiji Yasuda Life Insurance Co | 1,997 | $869.5K | 0.02% | −149−6.9% | Reduced |
| Hohimer Wealth Management, LLC | 1,994 | $868.2K | 0.25% | +39+2.0% | Added |
| Asset Dedication, LLC | 2,001 | $868.0K | 0.07% | −293−12.8% | Reduced |
| Frisch Financial Group, Inc. | 1,992 | $867.0K | 0.35% | +1,992 | New |
| Sendero Wealth Management, LLC | 1,976 | $860.4K | 0.18% | +1,053+114.1% | Added |
| Mission Wealth Management, LP | 1,974 | $859.4K | 0.03% | −38−1.9% | Reduced |
| Pacific Global Investment Management CO | 1,967 | $856.5K | 0.19% | +33+1.7% | Added |
| Centiva Capital, LP | 1,950 | $849.1K | 0.04% | −2,485−56.0% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 1,894 | $847.0K | 0.05% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 1,935 | $843.0K | 0.48% | −1,190−38.1% | Reduced |
| Verus Financial Partners, Inc. | 1,855 | $842.3K | 0.11% | +1+0.1% | Added |
| Ballentine Partners, LLC | 1,933 | $841.7K | 0.02% | −36−1.8% | Reduced |
| GTS Securities LLC | 1,927 | $839.1K | 0.02% | +1,927 | New |
| Apollon Wealth Management, LLC | 1,922 | $837.1K | 0.04% | −1,068−35.7% | Reduced |
| Bremer Bank National Association | 1,916 | $834.3K | 0.17% | −17−0.9% | Reduced |
| Sanders Morris Harris LLC | 1,900 | $831.2K | 0.17% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 1,903 | $828.6K | 0.58% | +1,903 | New |
| Intact Investment Management Inc. | 1,900 | $827.3K | 0.04% | +1,900 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,890 | $823.0K | 0.17% | +340+21.9% | Added |
| Salomon & Ludwin, LLC | 1,881 | $819.0K | 0.09% | −61−3.1% | Reduced |
| Fiduciary Trust Co | 1,869 | $813.8K | 0.01% | −164−8.1% | Reduced |
| Perigon Wealth Management, LLC | 1,861 | $810.3K | 0.03% | −274−12.8% | Reduced |
| Garde Capital, Inc. | 1,855 | $808.0K | 0.07% | +5+0.3% | Added |
| Qtron Investments LLC | 1,855 | $807.7K | 0.15% | −1,189−39.1% | Reduced |
| CSS LLC | 1,850 | $805.5K | 0.07% | +1,200+184.6% | Added |
| Busey Wealth Management | 1,839 | $800.7K | 0.03% | −184−9.1% | Reduced |
| Oxford Financial Group Ltd | 1,839 | $800.7K | 0.07% | +1,084+143.6% | Added |
| Rehmann Capital Advisory Group | 1,837 | $800.2K | 0.07% | +98+5.6% | Added |
| Blueshift Asset Management, LLC | 1,832 | $797.7K | 0.47% | −375−17.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 1,809 | $787.5K | 0.01% | −156−7.9% | Reduced |
| Leonteq Securities AG | 1,760 | $766.3K | 0.08% | −637−26.6% | Reduced |
| Conning Inc. | 1,755 | $764.2K | 0.03% | +25+1.4% | Added |
| McLean Asset Management Corp | 1,679 | $763.9K | 0.31% | −9−0.5% | Reduced |
| Defined Wealth Management, LLC | 1,753 | $763.3K | 0.65% | +7+0.4% | Added |
| Vise Technologies, Inc. | 1,751 | $762.4K | 0.19% | +186+11.9% | Added |
| Brown Brothers Harriman & Co | 1,746 | $760.2K | 0.01% | +758+76.7% | Added |
| Global Trust Asset Management, LLC | 1,743 | $758.7K | 0.36% | −35−2.0% | Reduced |
| Congress Wealth Management LLC | 1,714 | $746.5K | 0.02% | +8+0.5% | Added |
| Smithbridge Asset Management Inc | 1,709 | $744.0K | 0.18% | −23−1.3% | Reduced |
| Fortem Financial Group, LLC | 1,707 | $743.3K | 0.44% | +863+102.3% | Added |
| Twin Capital Management Inc | 1,705 | $742.4K | 0.11% | −176−9.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,702 | $741.1K | 0.08% | +1,130+197.6% | Added |
| Donoghue Forlines LLC | 1,693 | $737.2K | 0.26% | +1,693 | New |
| Graypoint LLC | 1,684 | $733.1K | 0.07% | +193+12.9% | Added |
| Eqis Capital Management, Inc. | 1,663 | $724.3K | 0.09% | +961+136.9% | Added |
| Evermay Wealth Management LLC | 1,660 | $722.8K | 0.15% | +40+2.5% | Added |
| Brogan Financial, Inc. | 1,635 | $711.9K | 0.63% | 00.0% | Unchanged |
| Beacon Financial Group | 1,603 | $709.0K | 0.10% | +21+1.3% | Added |
| Money Concepts Capital Corp | 1,612 | $707.1K | 0.07% | +29+1.8% | Added |
| Strategic Investment Advisors | 1,619 | $704.8K | 0.12% | +19+1.2% | Added |
| Detalus Advisors, LLC | 1,617 | $704.2K | 0.33% | +4+0.2% | Added |
| J. W. Coons Advisors, LLC | 1,615 | $703.2K | 0.20% | +100+6.6% | Added |
| Agf Management Ltd | 1,612 | $701.9K | 0.00% | +1,612 | New |
| Indie Asset Partners, LLC | 1,608 | $700.3K | 0.71% | 00.0% | Unchanged |
| Terry L. Blaker | 1,604 | $698.4K | 0.06% | −46−2.8% | Reduced |