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 |
|---|---|---|---|---|---|
| DHJJ Financial Advisors, Ltd. | 50 | $23.6K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 50 | $23.6K | 0.00% | +50 | New |
| Raffa Wealth Management, LLC | 52 | $24.5K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 60 | $25.6K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 56 | $26.4K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 58 | $27.4K | 0.01% | +58 | New |
| Aspire Private Capital, LLC | 58 | $27.6K | 0.01% | −1,292−95.7% | Reduced |
| Tompkins Financial Corp | 59 | $27.8K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 59 | $27.8K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 59 | $27.9K | 0.00% | +50+555.6% | Added |
| Pin Oak Investment Advisors Inc | 59 | $28.0K | 0.03% | +59 | New |
| Field & Main Bank | 60 | $28.3K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 61 | $28.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 64 | $30.2K | 0.02% | +64 | New |
| Alaska Permanent Fund Corp | 65 | $30.7K | 0.00% | +65 | New |
| Acima Private Wealth, LLC | 66 | $31.1K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 68 | $32.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 68 | $32.1K | 0.00% | +1+1.5% | Added |
| O'Dell Group, LLC | 68 | $32.1K | 0.01% | +68 | New |
| Beaird Harris Wealth Management, LLC | 68 | $32.1K | 0.00% | +68 | New |
| Carolinas Wealth Consulting LLC | 68 | $32.2K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 70 | $33.0K | 0.00% | +4+6.1% | Added |
| Bank of New Hampshire | 70 | $33.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 70 | $33.0K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 70 | $33.0K | 0.03% | 00.0% | Unchanged |
| Headlands Technologies LLC | 72 | $34.0K | 0.01% | −657−90.1% | Reduced |
| Versant Capital Management, Inc | 73 | $34.4K | 0.01% | +7+10.6% | Added |
| West Tower Group, LLC | 74 | $34.9K | 0.07% | +74 | New |
| Itau Unibanco Holding S.A. | 75 | $35.4K | 0.00% | −146−66.1% | Reduced |
| Farmers & Merchants Investments Inc | 75 | $35.4K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 75 | $35.4K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 75 | $35.4K | 0.01% | +29+63.0% | Added |
| Baystate Wealth Management LLC | 75 | $35.5K | 0.00% | +1+1.4% | Added |
| Piscataqua Savings Bank | 79 | $37.3K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 79 | $37.3K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 80 | $37.9K | 0.01% | +23+40.4% | Added |
| Cambridge Trust Co | 84 | $39.6K | 0.00% | −25−22.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 84 | $39.6K | 0.00% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 84 | $39.6K | 0.00% | +84 | New |
| ORG Partners LLC | 85 | $40.1K | 0.01% | +85 | New |
| Motco | 85 | $40.1K | 0.00% | −7−7.6% | Reduced |
| Abound Wealth Management | 85 | $40.3K | 0.02% | −23−21.3% | Reduced |
| Godsey & Gibb Associates | 86 | $40.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 86 | $40.6K | 0.02% | +86 | New |
| Tyler-Stone Wealth Management | 88 | $41.5K | 0.02% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 90 | $42.4K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 92 | $43.0K | 0.00% | −21−18.6% | Reduced |
| RFP Financial Group LLC | 96 | $45.3K | 0.02% | −7−6.8% | Reduced |
| Financial Management Professionals, Inc. | 99 | $47.0K | 0.01% | +2+2.1% | Added |
| Arcadia Investment Management Corp | 100 | $47.2K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 105 | $49.5K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 106 | $50.0K | 0.04% | −35−24.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 109 | $51.4K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 110 | $51.9K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 115 | $54.2K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 118 | $55.6K | 0.02% | −136−53.5% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 119 | $56.1K | 0.02% | +119 | New |
| First Financial Corp | 120 | $56.6K | 0.03% | +21+21.2% | Added |
| City State Bank | 122 | $58.0K | 0.03% | 00.0% | Unchanged |
| First United Bank Trust | 125 | $58.9K | 0.02% | +125 | New |
| Islay Capital Management, LLC | 127 | $59.9K | 0.05% | 00.0% | Unchanged |
| Key Financial Inc | 130 | $61.3K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 130 | $61.3K | 0.01% | +26+25.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 138 | $65.0K | 0.03% | −1−0.7% | Reduced |
| Rosenberg Matthew Hamilton | 139 | $65.5K | 0.02% | −11−7.3% | Reduced |
| Cedar Wealth Management, LLC | 140 | $66.0K | 0.02% | 00.0% | Unchanged |
| Caitlin John, LLC | 140 | $66.0K | 0.05% | +140 | New |
| Core Alternative Capital | 146 | $69.0K | 0.01% | +9+6.6% | Added |
| Venturi Wealth Management, LLC | 147 | $69.3K | 0.00% | +6+4.3% | Added |
| Coston, McIsaac & Partners | 150 | $70.0K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 150 | $70.7K | 0.04% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 150 | $70.7K | 0.04% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 150 | $70.7K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 150 | $70.7K | 0.03% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 151 | $71.2K | 0.01% | +151 | New |
| ICA Group Wealth Management, LLC | 159 | $75.0K | 0.02% | +159 | New |
| AllSquare Wealth Management LLC | 160 | $75.5K | 0.05% | −100−38.5% | Reduced |
| Stephens Consulting, LLC | 164 | $77.3K | 0.03% | 00.0% | Unchanged |
| Central Bank & Trust Co | 168 | $79.2K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 177 | $83.5K | 0.05% | −4−2.2% | Reduced |
| First Command Advisory Services, Inc. | 180 | $84.9K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 187 | $88.4K | 0.04% | −487−72.3% | Reduced |
| Spartan Planning & Wealth Management | 195 | $92.0K | 0.10% | +195 | New |
| Hanson & Doremus Investment Management | 195 | $92.0K | 0.02% | −60−23.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 196 | $92.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 199 | $93.8K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 200 | $94.3K | 0.03% | +200 | New |
| Accent Capital Management, LLC | 200 | $94.3K | 0.07% | +200 | New |
| Tradition Wealth Management, LLC | 203 | $96.0K | 0.01% | +1+0.5% | Added |
| USA Financial Portformulas Corp | 204 | $96.2K | 0.02% | +195+2,166.7% | Added |
| AlphaMark Advisors, LLC | 205 | $97.0K | 0.04% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 207 | $97.6K | 0.04% | +16+8.4% | Added |
| Harvest Fund Management Co., Ltd | 209 | $99.0K | 0.02% | −217−50.9% | Reduced |
| Spotlight Asset Group, Inc. | 228 | $99.3K | 0.09% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 220 | $103.7K | 0.00% | +2+0.9% | Added |
| Capital Advisors, Ltd. LLC | 228 | $108.0K | 0.02% | +4+1.8% | Added |
| AJOVista, LLC | 231 | $108.9K | 0.14% | +231 | New |
| Scarborough Advisors, LLC | 235 | $110.8K | 0.02% | +235 | New |
| Northwest Financial Advisors | 243 | $114.6K | 0.10% | +243 | New |
| MCF Advisors LLC | 243 | $114.7K | 0.01% | 00.0% | Unchanged |