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 |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 244 | $115.1K | 0.02% | +221+960.9% | Added |
| West Paces Advisors Inc. | 249 | $117.4K | 0.03% | −8−3.1% | Reduced |
| Monetary Management Group Inc | 250 | $117.9K | 0.04% | −50−16.7% | Reduced |
| LM Advisors LLC | 250 | $117.9K | 0.02% | +250 | New |
| West Oak Capital, LLC | 250 | $119.0K | 0.06% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 254 | $119.7K | 0.05% | +254 | New |
| Silvant Capital Management LLC | 257 | $121.2K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 262 | $123.5K | 0.11% | +262 | New |
| Johnson Financial Group, Inc. | 272 | $128.3K | 0.01% | +215+377.2% | Added |
| Investors Research Corp | 274 | $129.2K | 0.03% | +39+16.6% | Added |
| Planned Solutions, Inc. | 275 | $129.7K | 0.06% | +275 | New |
| Sugarloaf Wealth Management, LLC | 277 | $130.8K | 0.03% | +22+8.6% | Added |
| Colonial Trust Advisors | 281 | $132.5K | 0.01% | −150−34.8% | Reduced |
| JFS Wealth Advisors, LLC | 288 | $135.8K | 0.01% | +72+33.3% | Added |
| Centaurus Financial, Inc. | 291 | $137.0K | 0.01% | +291 | New |
| Livelsberger Financial Advisory | 294 | $138.8K | 0.12% | +294 | New |
| Zions Bancorporation, N.A. | 299 | $141.0K | 0.01% | −7−2.3% | Reduced |
| DB Wealth Management Group, LLC | 303 | $142.9K | 0.08% | −24−7.3% | Reduced |
| Mechanics Financial Corp | 306 | $144.3K | 0.08% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 307 | $144.8K | 0.01% | +8+2.7% | Added |
| EdgeRock Capital LLC | 293 | $145.1K | 0.11% | +293 | New |
| American National Bank | 317 | $149.5K | 0.02% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 317 | $149.5K | 0.04% | +85+36.6% | Added |
| Private Ocean, LLC | 326 | $153.8K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 349 | $164.5K | 0.06% | −30−7.9% | Reduced |
| Center for Financial Planning, Inc. | 349 | $164.6K | 0.03% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 360 | $172.0K | 0.11% | −11−3.0% | Reduced |
| Parkside Financial Bank & Trust | 368 | $173.5K | 0.03% | −26−6.6% | Reduced |
| MV Capital Management, Inc. | 369 | $174.0K | 0.02% | +12+3.4% | Added |
| Delta Asset Management LLC | 372 | $175.4K | 0.02% | +2+0.5% | Added |
| Hartford Financial Management Inc. | 380 | $179.2K | 0.04% | 00.0% | Unchanged |
| Smithfield Trust Co | 383 | $180.0K | 0.01% | −292−43.3% | Reduced |
| Cohen & Steers, Inc. | 399 | $188.0K | 0.00% | −385−49.1% | Reduced |
| Avalon Trust Co | 400 | $188.6K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 417 | $196.6K | 0.11% | −97−18.9% | Reduced |
| Park National Corp | 425 | $200.4K | 0.01% | −475−52.8% | Reduced |
| Fountainhead AM, LLC | 426 | $201.0K | 0.06% | +426 | New |
| Archer Investment Corp | 428 | $201.7K | 0.07% | +42+10.9% | Added |
| Greenwich Wealth Management LLC | 428 | $202.0K | 0.02% | +428 | New |
| Trust Co of Virginia | 429 | $202.3K | 0.02% | −185−30.1% | Reduced |
| Mirova | 429 | $202.3K | 0.04% | −25−5.5% | Reduced |
| E&G Advisors, LP | 430 | $202.8K | 0.07% | −70−14.0% | Reduced |
| Bigelow Investment Advisors, LLC | 431 | $203.2K | 0.11% | +431 | New |
| Covestor Ltd | 432 | $204.0K | 0.14% | −19−4.2% | Reduced |
| Forum Private Client Group LLC | 434 | $204.7K | 0.11% | +434 | New |
| Financial Council Asset Management Inc | 435 | $205.1K | 0.14% | +435 | New |
| Smith Anglin Financial, LLC | 440 | $207.5K | 0.02% | −98−18.2% | Reduced |
| Gillespie Robinson & Grimm Inc | 441 | $208.0K | 0.02% | +441 | New |
| Heritage Financial Services, LLC | 442 | $208.4K | 0.04% | −35−7.3% | Reduced |
| Gemmer Asset Management LLC | 442 | $208.4K | 0.03% | +442 | New |
| Fairhaven Wealth Management, LLC | 442 | $208.4K | 0.08% | +442 | New |
| Enterprise Bank & Trust Co | 442 | $208.4K | 0.07% | +442 | New |
| Mesirow Financial Investment Management, Inc. | 443 | $209.0K | 0.01% | +443 | New |
| Accretive Wealth Partners, LLC | 444 | $209.4K | 0.10% | +444 | New |
| Canopy Partners, LLC | 445 | $209.8K | 0.13% | +445 | New |
| Aurora Private Wealth, Inc. | 445 | $210.0K | 0.20% | +445 | New |
| Blueprint Investment Partners LLC | 447 | $210.8K | 0.06% | +447 | New |
| First Trust Investment Solutions L.P. | 447 | $210.8K | 0.04% | +447 | New |
| AIMZ Investment Advisors, LLC | 449 | $211.7K | 0.09% | +449 | New |
| Nwam LLC | 450 | $212.0K | 0.02% | −10−2.2% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 450 | $212.2K | 0.18% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 450 | $212.2K | 0.03% | +450 | New |
| Trust Investment Advisors | 452 | $213.1K | 0.17% | +452 | New |
| Sage Rhino Capital LLC | 453 | $213.6K | 0.05% | +453 | New |
| Essex Savings Bank | 454 | $214.1K | 0.06% | +454 | New |
| First Manhattan Co | 456 | $215.1K | 0.00% | −4−0.9% | Reduced |
| Lebenthal Global Advisors, LLC | 457 | $215.5K | 0.05% | +457 | New |
| Catalina Capital Group, LLC | 457 | $215.5K | 0.17% | +457 | New |
| Leo Wealth, LLC | 458 | $216.0K | 0.02% | +458 | New |
| State of Wyoming | 459 | $216.4K | 0.04% | −288−38.6% | Reduced |
| Invesco, LLC | 459 | $216.4K | 0.10% | +459 | New |
| Waterloo Capital, L.P. | 460 | $216.9K | 0.04% | +460 | New |
| Marks Group Wealth Management, Inc | 461 | $217.4K | 0.02% | +461 | New |
| Wetzel Investment Advisors, Inc. | 463 | $218.0K | 0.13% | +463 | New |
| Boston Financial Mangement LLC | 463 | $218.3K | 0.01% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 470 | $221.6K | 0.03% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 471 | $222.1K | 0.01% | +471 | New |
| Claro Advisors LLC | 472 | $222.7K | 0.05% | +472 | New |
| Shulman DeMeo Asset Management LLC | 472 | $222.7K | 0.06% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 473 | $223.0K | 0.02% | −10−2.1% | Reduced |
| Traveka Wealth, LLC | 473 | $223.0K | 0.11% | +473 | New |
| Relyea Zuckerberg Hanson LLC | 473 | $223.1K | 0.04% | −17−3.5% | Reduced |
| Kovack Advisors, Inc. | 474 | $223.5K | 0.03% | +474 | New |
| Phillips Financial Management, LLC | 476 | $224.5K | 0.02% | +476 | New |
| Personal Cfo Solutions, LLC | 477 | $225.1K | 0.04% | −889−65.1% | Reduced |
| XTX Topco Ltd | 478 | $225.4K | 0.05% | −6,861−93.5% | Reduced |
| 1858 Wealth Management, LLC | 479 | $225.9K | 0.21% | +479 | New |
| Flagship Harbor Advisors, LLC | 479 | $225.9K | 0.02% | −19−3.8% | Reduced |
| Aaron Wealth Advisors | 481 | $226.8K | 0.04% | −7,636−94.1% | Reduced |
| Hilltop Holdings Inc. | 485 | $228.7K | 0.03% | −3−0.6% | Reduced |
| Orgel Wealth Management, LLC | 485 | $228.7K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 486 | $229.3K | 0.02% | −53−9.8% | Reduced |
| Formidable Asset Management, LLC | 487 | $229.8K | 0.05% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 488 | $230.1K | 0.01% | −39−7.4% | Reduced |
| Meridian Investment Counsel Inc. | 488 | $230.1K | 0.08% | 00.0% | Unchanged |
| Spinnaker Trust | 490 | $231.1K | 0.02% | −90−15.5% | Reduced |
| Washington Trust Co | 491 | $231.5K | 0.01% | +2+0.4% | Added |
| Chicago Partners Investment Group LLC | 491 | $232.7K | 0.01% | +5+1.0% | Added |
| Sivia Capital Partners, LLC | 499 | $235.4K | 0.18% | +499 | New |
| Gabelli & Co Investment Advisers, Inc. | 500 | $235.8K | 0.04% | 00.0% | Unchanged |