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 |
|---|---|---|---|---|---|
| GTS Securities LLC | 4,417 | $2.08M | 0.05% | +2,490+129.2% | Added |
| Ritholtz Wealth Management | 4,439 | $2.09M | 0.08% | −824−15.7% | Reduced |
| Intellectus Partners, LLC | 4,440 | $2.09M | 0.60% | +1,171+35.8% | Added |
| Sawtooth Solutions, LLC | 4,454 | $2.10M | 0.06% | +258+6.1% | Added |
| Bleakley Financial Group, LLC | 4,458 | $2.10M | 0.07% | +262+6.2% | Added |
| Heritage Wealth Advisors | 4,472 | $2.11M | 0.10% | −527−10.5% | Reduced |
| Dynamic Advisor Solutions LLC | 4,450 | $2.14M | 0.08% | +328+8.0% | Added |
| Avitas Wealth Management LLC | 4,531 | $2.14M | 0.36% | +4,531 | New |
| Pettyjohn, Wood & White, Inc | 4,549 | $2.15M | 0.46% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,551 | $2.15M | 0.25% | +1,142+33.5% | Added |
| Advisory Services Network, LLC | 4,576 | $2.16M | 0.05% | −774−14.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,577 | $2.16M | 0.03% | +840+22.5% | Added |
| Beverly Hills Private Wealth, LLC | 4,587 | $2.16M | 0.56% | +510+12.5% | Added |
| Bragg Financial Advisors, Inc | 4,596 | $2.17M | 0.10% | 00.0% | Unchanged |
| Sabal Trust CO | 4,597 | $2.17M | 0.13% | +1,053+29.7% | Added |
| Atlas Capital Advisors LLC | 4,621 | $2.18M | 0.32% | +170+3.8% | Added |
| Accurate Wealth Management, LLC | 4,545 | $2.19M | 0.68% | −153−3.3% | Reduced |
| Clear Rock Advisors, LLC | 4,350 | $2.20M | 1.00% | +4,350 | New |
| Savant Capital, LLC | 4,690 | $2.21M | 0.03% | +30+0.6% | Added |
| Harfst & Associates, Inc. | 4,711 | $2.22M | 0.59% | −108−2.2% | Reduced |
| Lecap Asset Management Ltd | 4,740 | $2.24M | 0.81% | +4,740 | New |
| Jackson Wealth Management, LLC | 4,743 | $2.24M | 0.29% | −97−2.0% | Reduced |
| M&G Investments (USA) Inc. | 4,765 | $2.25M | 2.22% | +4,765 | New |
| Nomura Holdings Inc | 4,782 | $2.25M | 0.02% | +4,782 | New |
| Johnson Investment Counsel Inc | 4,791 | $2.26M | 0.03% | +607+14.5% | Added |
| Malaga Cove Capital, LLC | 4,822 | $2.27M | 0.96% | −18−0.4% | Reduced |
| Oak Associates, Ltd | 4,833 | $2.28M | 0.17% | +507+11.7% | Added |
| Level Four Advisory Services, LLC | 4,834 | $2.28M | 0.13% | −399−7.6% | Reduced |
| Intrust Bank NA | 4,896 | $2.31M | 0.27% | +382+8.5% | Added |
| Delta Capital Management LLC | 4,920 | $2.32M | 1.62% | −10−0.2% | Reduced |
| Atria Wealth Solutions, Inc. | 4,928 | $2.32M | 0.03% | +134+2.8% | Added |
| Tokio Marine Asset Management Co Ltd | 4,996 | $2.36M | 0.13% | +133+2.7% | Added |
| Lakeview Capital Partners, LLC | 4,996 | $2.36M | 0.42% | −550−9.9% | Reduced |
| Community Bank, N.A. | 5,004 | $2.36M | 0.31% | +566+12.8% | Added |
| Great Valley Advisor Group, Inc. | 5,040 | $2.38M | 0.08% | −498−9.0% | Reduced |
| Sapient Capital LLC | 5,068 | $2.39M | 0.06% | +5,068 | New |
| Valeo Financial Advisors, LLC | 5,075 | $2.39M | 0.10% | +10.0% | Added |
| Unique Wealth Strategies, LLC | 5,129 | $2.42M | 1.61% | +5,129 | New |
| Greenfield Savings Bank | 5,153 | $2.43M | 1.41% | +25+0.5% | Added |
| Legacy Trust | 5,189 | $2.45M | 0.64% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5,193 | $2.45M | 0.33% | +1,911+58.2% | Added |
| Allen Investment Management LLC | 5,221 | $2.46M | 0.03% | −16−0.3% | Reduced |
| Stonebridge Capital Advisors LLC | 5,221 | $2.46M | 0.25% | +130+2.6% | Added |
| Te Ahumairangi Investment Management Ltd | 5,228 | $2.46M | 0.47% | +5,228 | New |
| Raymond James Trust N.A. | 5,245 | $2.47M | 0.07% | +55+1.1% | Added |
| Regions Financial Corp | 5,277 | $2.49M | 0.02% | −311−5.6% | Reduced |
| Keudell/Morrison Wealth Management | 5,280 | $2.49M | 0.82% | +6+0.1% | Added |
| Essex Financial Services, Inc. | 5,281 | $2.49M | 0.26% | +403+8.3% | Added |
| Public Sector Pension Investment Board | 5,321 | $2.51M | 0.02% | −19,921−78.9% | Reduced |
| Old National Bancorp | 5,342 | $2.52M | 0.07% | +110+2.1% | Added |
| Bangor Savings Bank | 5,376 | $2.54M | 0.28% | +46+0.9% | Added |
| Legato Capital Management LLC | 5,427 | $2.56M | 0.33% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 5,396 | $2.56M | 0.05% | −3,490−39.3% | Reduced |
| AIA Group Ltd | 5,445 | $2.57M | 0.11% | −2,023−27.1% | Reduced |
| Gluskin Sheff & Assoc Inc | 5,503 | $2.59M | 0.26% | −1,617−22.7% | Reduced |
| Blair William & Co | 5,524 | $2.61M | 0.01% | −852−13.4% | Reduced |
| Wright Investors Service Inc | 5,551 | $2.62M | 0.74% | −2,739−33.0% | Reduced |
| Avantax Advisory Services, Inc. | 5,562 | $2.62M | 0.03% | +742+15.4% | Added |
| Quantinno Capital Management LP | 5,564 | $2.62M | 0.09% | +1,263+29.4% | Added |
| Cetera Trust Company, N.A | 5,592 | $2.64M | 1.64% | +5,592 | New |
| Voya Financial Advisors, Inc. | 5,627 | $2.64M | 0.32% | −422−7.0% | Reduced |
| D.A. Davidson & Co. | 5,657 | $2.67M | 0.03% | +69+1.2% | Added |
| Jackson Hole Capital Partners, LLC | 5,671 | $2.67M | 0.68% | +650+12.9% | Added |
| Pinkerton Retirement Specialists, LLC | 5,699 | $2.69M | 0.52% | −822−12.6% | Reduced |
| Oppenheimer & Co Inc | 5,716 | $2.70M | 0.05% | −154−2.6% | Reduced |
| James Investment Research Inc | 5,778 | $2.72M | 0.34% | −561−8.8% | Reduced |
| Chemistry Wealth Management LLC | 5,877 | $2.77M | 0.84% | +175+3.1% | Added |
| World Equity Group, Inc. | 5,912 | $2.79M | 0.56% | −1,310−18.1% | Reduced |
| Toroso Investments, LLC | 5,919 | $2.79M | 0.07% | −434−6.8% | Reduced |
| Semmax Financial Advisors Inc. | 5,538 | $2.80M | 1.02% | +493+9.8% | Added |
| Family Management Corp | 5,948 | $2.80M | 0.58% | +5,948 | New |
| Cetera Advisors LLC | 5,963 | $2.81M | 0.04% | +1,372+29.9% | Added |
| Second Half Financial Partners, LLC | 5,965 | $2.81M | 1.39% | +5,965 | New |
| Liberty One Investment Management, LLC | 6,011 | $2.83M | 0.35% | +355+6.3% | Added |
| Lester Murray Antman dba SimplyRich | 6,042 | $2.85M | 0.98% | +12+0.2% | Added |
| CWM, LLC | 6,060 | $2.86M | 0.02% | +140+2.4% | Added |
| Fort Washington Investment Advisors Inc | 6,211 | $2.93M | 0.02% | +7+0.1% | Added |
| TrinityPoint Wealth, LLC | 6,242 | $2.94M | 0.53% | +10+0.2% | Added |
| Strategy Asset Managers LLC | 6,354 | $3.00M | 0.71% | +331+5.5% | Added |
| Princeton Global Asset Management LLC | 6,399 | $3.02M | 0.76% | +137+2.2% | Added |
| Edmp, Inc. | 6,424 | $3.03M | 2.76% | −48−0.7% | Reduced |
| RDA Financial Network | 6,456 | $3.04M | 1.15% | +7+0.1% | Added |
| Trivant Custom Portfolio Group, LLC | 6,506 | $3.07M | 2.05% | −98−1.5% | Reduced |
| Family Legacy, Inc. | 6,568 | $3.10M | 1.18% | +10.0% | Added |
| Cinctive Capital Management LP | 6,575 | $3.10M | 0.22% | +6,575 | New |
| YHB Investment Advisors, Inc. | 6,584 | $3.10M | 0.30% | −1,044−13.7% | Reduced |
| Transform Wealth, LLC | 6,596 | $3.11M | 0.30% | −290−4.2% | Reduced |
| Scholtz & Company, LLC | 6,631 | $3.13M | 1.55% | −793−10.7% | Reduced |
| Pegasus Asset Management, Inc. | 6,656 | $3.14M | 1.35% | +188+2.9% | Added |
| Strategic Wealth Partners, Ltd. | 6,668 | $3.14M | 0.39% | −236−3.4% | Reduced |
| Resources Investment Advisors, LLC. | 6,670 | $3.15M | 0.06% | +3,140+89.0% | Added |
| Bamco Inc | 6,700 | $3.16M | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 6,730 | $3.17M | 0.07% | +4,345+182.2% | Added |
| Bailard, Inc. | 6,740 | $3.18M | 0.09% | +173+2.6% | Added |
| Elevatus Welath Management | 6,769 | $3.19M | 1.45% | +6,769 | New |
| Kestra Private Wealth Services, LLC | 6,774 | $3.19M | 0.08% | +773+12.9% | Added |
| First Hawaiian Bank | 6,788 | $3.20M | 0.10% | +220+3.3% | Added |
| Ieq Capital, LLC | 6,795 | $3.20M | 0.05% | +847+14.2% | Added |
| AustralianSuper Pty Ltd | 6,882 | $3.25M | 0.02% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 6,951 | $3.28M | 1.66% | 00.0% | Unchanged |