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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Acropolis Investment Management, LLC | 2,804 | $1.32M | 0.09% | +5+0.2% | Added |
| Meiji Yasuda Life Insurance Co | 2,819 | $1.33M | 0.03% | +822+41.2% | Added |
| Cape Investment Advisory, Inc. | 2,821 | $1.33M | 0.65% | +56+2.0% | Added |
| Western Wealth Management, LLC | 2,861 | $1.35M | 0.10% | −149−5.0% | Reduced |
| Lake Street Advisors Group, LLC | 2,877 | $1.36M | 0.07% | +2,877 | New |
| Cunning Capital Partners, LP | 2,880 | $1.36M | 0.85% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 2,880 | $1.36M | 0.26% | −120−4.0% | Reduced |
| Quantbot Technologies LP | 2,884 | $1.36M | 0.08% | −15,714−84.5% | Reduced |
| Matisse Capital | 2,887 | $1.36M | 0.73% | +1,400+94.1% | Added |
| Maia Wealth LLC | 2,914 | $1.37M | 0.55% | +2,914 | New |
| Clearline Capital LP | 2,919 | $1.38M | 0.15% | −7,928−73.1% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,927 | $1.38M | 0.18% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 2,955 | $1.39M | 0.23% | +108+3.8% | Added |
| HF Advisory Group, LLC | 2,962 | $1.40M | 0.89% | +665+29.0% | Added |
| LMR Partners LLP | 2,965 | $1.40M | 0.04% | −4,011−57.5% | Reduced |
| RMB Capital Management, LLC | 2,980 | $1.41M | 0.04% | +102+3.5% | Added |
| PKO Investment Management Joint-Stock Co | 3,000 | $1.41M | 0.18% | −1,000−25.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,013 | $1.42M | 0.27% | +1,123+59.4% | Added |
| Meeder Advisory Services, Inc. | 3,028 | $1.43M | 0.16% | +16+0.5% | Added |
| Handelsinvest Investeringsforvaltning | 3,031 | $1.43M | 0.58% | +3,031 | New |
| Institute for Wealth Management, LLC. | 3,032 | $1.43M | 0.23% | +53+1.8% | Added |
| Parallel Advisors, LLC | 3,051 | $1.44M | 0.04% | −98−3.1% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 3,052 | $1.44M | 0.36% | +3,052 | New |
| TD Private Client Wealth LLC | 3,062 | $1.44M | 0.05% | +142+4.9% | Added |
| Pinnacle Financial Partners Inc | 3,085 | $1.45M | 0.03% | −141−4.4% | Reduced |
| Wealth Architects, LLC | 3,100 | $1.46M | 0.21% | +6+0.2% | Added |
| Apollon Wealth Management, LLC | 3,128 | $1.48M | 0.05% | +1,206+62.7% | Added |
| Symmetry Partners, LLC | 3,199 | $1.50M | 0.08% | −344−9.7% | Reduced |
| First Trust Bank, Ltd. | 3,198 | $1.51M | 2.08% | +3,198 | New |
| Sentry LLC | 3,209 | $1.51M | 0.32% | 00.0% | Unchanged |
| Syon Capital LLC | 3,219 | $1.52M | 0.16% | +761+31.0% | Added |
| Integrated Wealth Concepts LLC | 3,224 | $1.52M | 0.02% | +25+0.8% | Added |
| Pinnacle Associates Ltd | 3,228 | $1.52M | 0.03% | +89+2.8% | Added |
| NEOS Investment Management LLC | 3,260 | $1.54M | 0.15% | +1,013+45.1% | Added |
| Wedbush Securities Inc | 3,280 | $1.55M | 0.07% | −114−3.4% | Reduced |
| Archford Capital Strategies, LLC | 3,282 | $1.55M | 0.28% | −153−4.5% | Reduced |
| Leavell Investment Management, Inc. | 3,301 | $1.56M | 0.10% | +257+8.4% | Added |
| Global Retirement Partners, LLC | 3,313 | $1.57M | 0.07% | +98+3.0% | Added |
| Golden State Equity Partners | 3,344 | $1.58M | 0.38% | −21−0.6% | Reduced |
| Haverford Trust Co | 3,394 | $1.60M | 0.02% | +35+1.0% | Added |
| HighPoint Advisor Group LLC | 3,138 | $1.60M | 0.11% | +3,138 | New |
| Westpac Banking Corp | 3,396 | $1.60M | 0.13% | +532+18.6% | Added |
| Kornitzer Capital Management Inc | 3,429 | $1.62M | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 3,436 | $1.62M | 0.02% | −621−15.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,455 | $1.63M | 0.12% | −436−11.2% | Reduced |
| Hancock Whitney Corp | 3,460 | $1.63M | 0.06% | −40−1.1% | Reduced |
| Coldstream Capital Management Inc | 3,471 | $1.64M | 0.05% | +23+0.7% | Added |
| Lido Advisors, LLC | 3,484 | $1.64M | 0.02% | +50+1.5% | Added |
| Churchill Management Corp | 3,492 | $1.65M | 0.03% | +3,492 | New |
| Bartlett & Co. Wealth Management LLC | 3,565 | $1.67M | 0.03% | +99+2.9% | Added |
| Bartlett & Co. LLC | 3,565 | $1.67M | 0.03% | +99+2.9% | Added |
| Uncommon Cents Investing LLC | 3,550 | $1.67M | 0.55% | −60−1.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,585 | $1.69M | 0.16% | −129−3.5% | Reduced |
| Redwood Investment Management, LLC | 3,593 | $1.69M | 0.15% | +2,603+262.9% | Added |
| Cohen Klingenstein LLC | 3,600 | $1.70M | 0.07% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 3,606 | $1.70M | 0.99% | +3,606 | New |
| Granite Harbor Advisors, Inc. | 3,607 | $1.70M | 1.28% | −90−2.4% | Reduced |
| Integrated Advisors Network LLC | 3,608 | $1.70M | 0.10% | +41+1.1% | Added |
| DB Fitzpatrick & Co, Inc | 3,623 | $1.71M | 1.64% | −175−4.6% | Reduced |
| Quest Partners LLC | 3,628 | $1.71M | 0.36% | +3,628 | New |
| Alberta Investment Management Corp | 3,700 | $1.74M | 0.02% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 3,700 | $1.75M | 0.28% | −70−1.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,715 | $1.75M | 0.46% | −10.0% | Reduced |
| Aigen Investment Management, LP | 3,717 | $1.75M | 0.31% | −1,968−34.6% | Reduced |
| Lincoln National Corp | 3,725 | $1.76M | 0.03% | +492+15.2% | Added |
| Marex Group plc | 3,735 | $1.76M | 0.07% | +3,735 | New |
| Alpine Global Management, LLC | 3,763 | $1.77M | 0.48% | +3,763 | New |
| Chesley Taft & Associates LLC | 3,766 | $1.78M | 0.10% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 3,801 | $1.79M | 0.00% | −87−2.2% | Reduced |
| Strategic Financial Services, Inc, | 3,837 | $1.81M | 0.13% | −553−12.6% | Reduced |
| Capstone Investment Advisors, LLC | 3,839 | $1.81M | 0.03% | −2,474−39.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,846 | $1.81M | 0.93% | −103−2.6% | Reduced |
| Smith, Moore & Co. | 3,858 | $1.82M | 0.21% | −44−1.1% | Reduced |
| FRG Family Wealth Advisors LLC | 3,870 | $1.82M | 0.37% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 3,922 | $1.85M | 0.20% | +44+1.1% | Added |
| Channing Global Advisors, LLC | 3,925 | $1.85M | 1.44% | −1,057−21.2% | Reduced |
| Evergreen Wealth Management, LLC | 3,935 | $1.86M | 1.36% | +102+2.7% | Added |
| Brighton Jones LLC | 3,948 | $1.86M | 0.08% | −3−0.1% | Reduced |
| Sterling Investment Management, Inc. | 3,948 | $1.86M | 1.37% | −92−2.3% | Reduced |
| Peoples Bank | 3,950 | $1.86M | 1.49% | −32−0.8% | Reduced |
| Moody National Bank Trust Division | 3,987 | $1.88M | 0.15% | −3,057−43.4% | Reduced |
| Zurich Insurance Group Ltd | 4,000 | $1.89M | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 4,008 | $1.89M | 0.04% | −354−8.1% | Reduced |
| Profund Advisors LLC | 4,018 | $1.89M | 0.08% | +367+10.1% | Added |
| Vista Investment Management | 4,032 | $1.90M | 0.88% | +134+3.4% | Added |
| Signaturefd, LLC | 4,033 | $1.90M | 0.04% | −62−1.5% | Reduced |
| Csenge Advisory Group | 4,042 | $1.91M | 0.12% | −155−3.7% | Reduced |
| Pensionfund Sabic | 4,050 | $1.91M | 0.60% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 4,070 | $1.92M | 1.78% | −63−1.5% | Reduced |
| Tufton Capital Management | 4,124 | $1.94M | 0.41% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 4,136 | $1.95M | 0.09% | −121−2.8% | Reduced |
| Paralel Advisors LLC | 4,160 | $1.96M | 0.10% | 00.0% | Unchanged |
| Clough Capital Partners L P | 4,199 | $1.98M | 0.22% | −801−16.0% | Reduced |
| Cipher Capital LP | 4,216 | $1.99M | 0.64% | +1,324+45.8% | Added |
| Cornercap Investment Counsel Inc | 4,237 | $2.00M | 0.33% | −79−1.8% | Reduced |
| Horizon Investment Services, LLC | 4,248 | $2.00M | 1.08% | −466−9.9% | Reduced |
| Lederer & Associates Investment Counsel | 4,310 | $2.03M | 1.50% | −49−1.1% | Reduced |
| CAPROCK Group, Inc. | 4,360 | $2.06M | 0.13% | −39−0.9% | Reduced |
| AMG National Trust Bank | 4,370 | $2.06M | 0.06% | −122−2.7% | Reduced |
| Hofer & Associates. Inc | 4,385 | $2.07M | 1.92% | +146+3.4% | Added |