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Livermore
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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, Q4 2023

Institutional positions in Elevance Health, Inc. as of Dec 31, 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
1,660
+154 vs. Q3 2023
Shares held
208.0M
+611.8K (+0.3%) vs. Q3 2023
Total value
$98.1B
+$7.39B (+8.1%) vs. Q3 2023
New holders
240
597 more added
Sold out
86
594 more reduced

25 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 1,660 institutions
Q1 2021: 1,215 institutionsQ2 2021: 1,239 institutionsQ3 2021: 1,221 institutionsQ4 2021: 1,375 institutionsQ1 2022: 1,424 institutionsQ2 2022: 1,444 institutionsQ3 2022: 1,449 institutionsQ4 2022: 1,551 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,673 institutionsQ2 2024: 1,713 institutionsQ3 2024: 1,703 institutionsQ4 2024: 1,609 institutionsQ1 2025: 1,667 institutionsQ2 2025: 1,596 institutionsQ3 2025: 1,512 institutionsQ4 2025: 1,557 institutionsQ1 2026: 1,473 institutionsQ2 2026: 1,615 institutions
Value heldQ4 2023: $98.1B
Q1 2021: $78.2BQ2 2021: $82.8BQ3 2021: $80.6BQ4 2021: $99.3BQ1 2022: $105.7BQ2 2022: $103.2BQ3 2022: $97.0BQ4 2022: $108.8BQ1 2023: $96.9BQ2 2023: $93.1BQ3 2023: $90.8BQ4 2023: $98.1BQ1 2024: $107.7BQ2 2024: $112.7BQ3 2024: $107.2BQ4 2024: $76.5BQ1 2025: $88.6BQ2 2025: $79.7BQ3 2025: $63.3BQ4 2025: $71.0BQ1 2026: $57.1BQ2 2026: $76.8B
Institutions holding ELV and their total value by quarter
QuarterHoldersValue
Q2 20261,615$76.8B
Q1 20261,473$57.1B
Q4 20251,557$71.0B
Q3 20251,512$63.3B
Q2 20251,596$79.7B
Q1 20251,667$88.6B
Q4 20241,609$76.5B
Q3 20241,703$107.2B
Q2 20241,713$112.7B
Q1 20241,673$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,551$108.8B
Q3 20221,449$97.0B
Q2 20221,444$103.2B
Q1 20221,424$105.7B
Q4 20211,375$99.3B
Q3 20211,221$80.6B
Q2 20211,239$82.8B
Q1 20211,215$78.2B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q3 2023.

Institutions holding ELV in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
ZRC Wealth Management, LLC0$100.00%0Unchanged
Dogwood Wealth Management LLC0$210.00%0New
Impact Partnership Wealth, LLC1$4720.00%−9−90.0%Reduced
Rakuten Securities, Inc.1$4720.00%+1New
Delos Wealth Advisors, LLC2$9440.00%00.0%Unchanged
Sofos Investments, Inc.2$1.31K0.00%+2Added
Financial Synergies Wealth Advisors, Inc.3$1.54K0.00%−1−25.0%Reduced
Highline Wealth Partners LLC4$1.89K0.00%−22−84.6%Reduced
Glen Eagle Advisors, LLC4$1.89K0.00%00.0%Unchanged
WestEnd Advisors, LLC4$1.89K0.00%+1+33.3%Added
POM Investment Strategies, LLC4$1.89K0.00%+4New
True Wealth Design, LLC4$1.89K0.00%00.0%Unchanged
TFC Financial Management4$1.89K0.00%+2+100.0%Added
Bay Harbor Wealth Management, LLC5$2.36K0.00%−150−96.8%Reduced
JNBA Financial Advisors5$2.36K0.00%00.0%Unchanged
Beacon Capital Management, LLC6$2.61K0.00%−14−70.0%Reduced
Albion Financial Group6$2.83K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC6$2.85K0.00%+6New
Rise Advisors, LLC7$3.15K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.7$3.30K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC7$3.30K0.00%00.0%Unchanged
Hoey Investments, Inc7$3.30K0.00%00.0%Unchanged
Global Wealth Strategies & Associates7$3.30K0.00%00.0%Unchanged
Chilton Capital Management LLC7$3.30K0.00%+7New
Criterion Capital Advisors, LLC7$3.30K0.00%+7New
Oliver Lagore Vanvalin Investment Group8$3.77K0.00%00.0%Unchanged
Sachetta, LLC8$3.77K0.00%+8New
Macroview Investment Management LLC8$3.85K0.00%−9−52.9%Reduced
Valued Wealth Advisors LLC9$3.95K0.00%+9New
Hazlett, Burt & Watson, Inc.8$4.00K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC9$4.24K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC9$4.25K0.00%+9New
New Millennium Group LLC9$4.33K0.00%00.0%Unchanged
Clear Investment Research, LLC10$4.72K0.01%+10New
Tennessee Valley Asset Management Partners10$4.86K0.00%+10New
Jamison Private Wealth Management, Inc.10$4.87K0.00%00.0%Unchanged
Ramirez Asset Management, Inc.11$5.19K0.00%00.0%Unchanged
Frank, Rimerman Advisors LLC11$5.19K0.00%+11New
Planning Capital Management Corp11$5.19K0.00%+11New
SOA Wealth Advisors, LLC.11$5.25K0.00%00.0%Unchanged
CoreFirst Bank & Trust12$5.66K0.00%00.0%Unchanged
FSA Wealth Management LLC13$6.00K0.00%+13New
Naples Money Management LLC13$6.13K0.01%+13New
Kelly Financial Services LLC13$6.13K0.00%+13New
Disciplined Equity Management, Inc.13$6.13K0.00%+13New
Abich Financial Wealth Management LLC13$6.32K0.01%+13New
Morton Brown Family Wealth, LLC14$6.60K0.00%00.0%Unchanged
WealthCollab, LLC14$6.60K0.01%+14New
Able Wealth Management LLC14$6.71K0.01%+14New
Cornerstone Planning Group LLC15$7.07K0.00%−1−6.3%Reduced
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna15$7.07K0.00%+15New
Glass Jacobson Investment Advisors llc16$7.54K0.00%−3−15.8%Reduced
Mark Sheptoff Financial Planning, LLC16$7.54K0.00%00.0%Unchanged
Stone House Investment Management, LLC16$7.54K0.00%00.0%Unchanged
Wolff Wiese Magana LLC16$7.54K0.01%00.0%Unchanged
Trifecta Capital Advisors, LLC16$7.54K0.00%00.0%Unchanged
Avion Wealth17$8.00K0.00%+3+21.4%Added
Financial Perspectives, Inc17$8.02K0.00%+1+6.3%Added
Lummis Asset Management, LP18$8.49K0.01%+18New
Richardson Financial Services Inc.18$8.49K0.01%+18New
BKM Wealth Management, LLC19$8.96K0.00%+19New
Cherry Tree Wealth Management, LLC19$8.96K0.00%00.0%Unchanged
Centennial Bank19$8.96K0.01%00.0%Unchanged
Dunhill Financial, LLC19$9.11K0.01%+19New
Wiser Advisor Group LLC20$9.52K0.02%+20New
CNB Bank22$10.4K0.01%00.0%Unchanged
Long Island Wealth Management, Inc.24$11.0K0.01%+24New
Park Place Capital Corp24$11.3K0.00%−157−86.7%Reduced
Norwood Financial Corp25$11.8K0.02%00.0%Unchanged
PFS Partners, LLC25$11.9K0.01%00.0%Unchanged
Fortis Group Advisors, LLC26$12.3K0.00%+13+100.0%Added
Northwest Capital Management Inc26$12.3K0.00%00.0%Unchanged
Distillate Capital Partners LLC27$12.7K2.77%00.0%Unchanged
Gradient Investments LLC28$13.2K0.00%00.0%Unchanged
Tortoise Investment Management, LLC28$13.2K0.00%00.0%Unchanged
Bogart Wealth, LLC29$13.7K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC30$14.1K0.00%00.0%Unchanged
Pineridge Advisors LLC30$14.1K0.00%+30New
Gleason Group, Inc.31$14.5K0.00%00.0%Unchanged
Aspect Partners, LLC31$14.6K0.01%+31New
Fortitude Family Office, LLC32$15.1K0.01%+32New
ClariVest Asset Management LLC34$16.0K0.00%+1+3.0%Added
Systematic Financial Management LP36$17.0K0.00%00.0%Unchanged
Syntax Research, Inc.36$17.1K0.01%00.0%Unchanged
Atwood & Palmer Inc37$17.4K0.00%00.0%Unchanged
Arrow Financial Corp39$18.4K0.00%−6−13.3%Reduced
Clean Yield Group39$18.4K0.01%00.0%Unchanged
Webster Bank, N. A.40$18.9K0.00%00.0%Unchanged
Transcendent Capital Group LLC40$18.9K0.01%+40New
MidAtlantic Capital Management, Inc.40$18.9K0.02%+40New
FinTrust Capital Advisors, LLC40$18.9K0.00%00.0%Unchanged
Davis Capital Management41$19.3K0.02%+41New
PSI Advisors, LLC42$19.8K0.01%00.0%Unchanged
Carmichael Hill & Associates, Inc.45$21.2K0.01%00.0%Unchanged
Global Financial Private Client, LLC46$21.7K0.01%00.0%Unchanged
Proffitt & Goodson Inc46$21.7K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC46$21.7K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC48$22.0K0.01%−21−30.4%Reduced
Nemes Rush Group LLC47$22.2K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC49$23.1K0.00%00.0%Unchanged