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 |
|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | 500 | $235.8K | 0.00% | 00.0% | Unchanged |
| FMA Wealth Management, LLC | 500 | $235.8K | 0.21% | +500 | New |
| Rockland Trust Co | 501 | $236.3K | 0.01% | +16+3.3% | Added |
| DFPG Investments, LLC | 492 | $236.3K | 0.02% | −83−14.4% | Reduced |
| Milestone Asset Management, LLC | 503 | $237.2K | 0.08% | +30+6.3% | Added |
| Wintrust Investments LLC | 504 | $238.0K | 0.02% | +4+0.8% | Added |
| Hikari Power Ltd | 510 | $240.0K | 0.02% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 500 | $240.2K | 0.07% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 508 | $240.6K | 0.08% | +1+0.2% | Added |
| North Star Investment Management Corp. | 511 | $241.0K | 0.02% | 00.0% | Unchanged |
| Renaissance Group LLC | 519 | $244.5K | 0.01% | −10−1.9% | Reduced |
| Marcum Wealth, LLC | 520 | $245.2K | 0.03% | +520 | New |
| Vantage Consulting Group Inc | 522 | $246.2K | 0.17% | −67−11.4% | Reduced |
| Summit Place Financial Advisors, LLC | 525 | $247.6K | 0.16% | 00.0% | Unchanged |
| Seven Mile Advisory | 528 | $249.0K | 0.22% | +528 | New |
| Wiley Bros.-Aintree Capital, LLC | 528 | $249.2K | 0.06% | −48−8.3% | Reduced |
| FSM Wealth Advisors, LLC | 531 | $250.4K | 0.11% | +4+0.8% | Added |
| Moody Aldrich Partners LLC | 532 | $250.9K | 0.05% | −60−10.1% | Reduced |
| AdvisorNet Financial, Inc | 532 | $250.9K | 0.02% | +16+3.1% | Added |
| Bridges Investment Management Inc | 533 | $251.3K | 0.01% | +533 | New |
| LVW Advisors, LLC | 533 | $251.3K | 0.05% | +533 | New |
| Aviso Wealth Management | 535 | $252.3K | 0.18% | +535 | New |
| JJJ Advisors Inc. | 536 | $252.8K | 0.06% | +94+21.3% | Added |
| Quotient Wealth Partners, LLC | 537 | $253.2K | 0.01% | +537 | New |
| Truvestments Capital LLC | 538 | $253.5K | 0.11% | −77−12.5% | Reduced |
| Koss-Olinger Consulting, LLC | 539 | $254.0K | 0.02% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 539 | $254.2K | 0.08% | −2−0.4% | Reduced |
| Bridgeworth, LLC | 540 | $254.9K | 0.03% | −11−2.0% | Reduced |
| Good Life Advisors, LLC | 541 | $255.6K | 0.03% | −60−10.0% | Reduced |
| Diligent Investors, LLC | 542 | $255.6K | 0.07% | −70−11.4% | Reduced |
| International Assets Investment Management, LLC | 542 | $255.7K | 0.03% | −14−2.5% | Reduced |
| Annex Advisory Services, LLC | 544 | $256.5K | 0.01% | +3+0.6% | Added |
| StoneX Group Inc. | 544 | $256.7K | 0.03% | +544 | New |
| Apollon Financial, LLC | 545 | $257.0K | 0.10% | +545 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 522 | $257.6K | 0.00% | −43−7.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 547 | $258.1K | 0.02% | −26−4.5% | Reduced |
| BHK Investment Advisors, LLC | 548 | $258.4K | 0.15% | −255−31.8% | Reduced |
| Avidian Wealth Solutions, LLC | 549 | $258.9K | 0.02% | +19+3.6% | Added |
| Strategic Wealth Designers | 549 | $258.9K | 0.04% | +8+1.5% | Added |
| Alpha Family Trust | 550 | $259.4K | 0.18% | +550 | New |
| Advisor OS, LLC | 551 | $259.7K | 0.03% | +551 | New |
| Atomi Financial Group, Inc. | 551 | $259.7K | 0.04% | +551 | New |
| KLCM Advisors, Inc. | 551 | $260.0K | 0.04% | +551 | New |
| Edge Capital Group, LLC | 554 | $261.2K | 0.01% | +11+2.0% | Added |
| Family Wealth Group, LLC | 556 | $262.1K | 0.33% | +556 | New |
| LJI Wealth Management, LLC | 557 | $262.7K | 0.07% | −5−0.9% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 562 | $265.4K | 0.02% | +1+0.2% | Added |
| FourThought Financial Partners, LLC | 565 | $266.4K | 0.03% | +3+0.5% | Added |
| Advisory Alpha, LLC | 568 | $268.1K | 0.01% | +568 | New |
| Caldwell Trust Co | 569 | $268.3K | 0.03% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 570 | $268.8K | 0.02% | −13−2.2% | Reduced |
| Cypress Wealth Services, LLC | 570 | $268.8K | 0.07% | +31+5.8% | Added |
| Ariston Services Group | 571 | $269.3K | 0.26% | +571 | New |
| Trilogy Capital Inc. | 574 | $270.9K | 0.02% | −130−18.5% | Reduced |
| Old Mission Investment Co LLC | 575 | $271.1K | 0.10% | 00.0% | Unchanged |
| Alerus Financial NA | 577 | $272.1K | 0.02% | −270−31.9% | Reduced |
| CVA Family Office, LLC | 577 | $272.1K | 0.05% | +20+3.6% | Added |
| Osborne Partners Capital Management, LLC | 577 | $272.1K | 0.02% | +577 | New |
| Rakuten Investment Management, Inc. | 582 | $272.8K | 0.00% | +582 | New |
| Quantum Financial Advisors, LLC | 579 | $272.9K | 0.07% | 00.0% | Unchanged |
| Weil Company, Inc. | 580 | $273.5K | 0.12% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 580 | $273.5K | 0.02% | +7+1.2% | Added |
| B.O.S.S. Retirement Advisors, LLC | 580 | $273.7K | 0.05% | −109−15.8% | Reduced |
| OneAscent Wealth Management LLC | 580 | $274.0K | 0.11% | −34−5.5% | Reduced |
| Camden Capital, LLC | 581 | $274.4K | 0.03% | +581 | New |
| Founders Financial Alliance, LLC | 583 | $274.8K | 0.11% | +54+10.2% | Added |
| Charter Trust Co | 585 | $275.9K | 0.02% | −34−5.5% | Reduced |
| Insigneo Advisory Services, LLC | 585 | $275.9K | 0.04% | +48+8.9% | Added |
| Watershed Asset Management, L.L.C. | 586 | $276.3K | 0.32% | +7+1.2% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 586 | $276.3K | 0.07% | +586 | New |
| Fiduciary Alliance LLC | 590 | $278.2K | 0.05% | −48−7.5% | Reduced |
| Creative Financial Designs Inc | 591 | $278.5K | 0.03% | 00.0% | Unchanged |
| First National Bank | 593 | $279.6K | 0.22% | 00.0% | Unchanged |
| Advisor Resource Council | 593 | $279.8K | 0.03% | +593 | New |
| Vista Wealth Management Group, LLC | 594 | $279.9K | 0.02% | +87+17.2% | Added |
| Lindbrook Capital, LLC | 595 | $280.6K | 0.03% | +250+72.5% | Added |
| Summit Wealth Group, LLC | 596 | $281.0K | 0.22% | +79+15.3% | Added |
| Enterprise Financial Services Corp | 599 | $282.7K | 0.17% | −1−0.2% | Reduced |
| Alta Advisers Ltd | 600 | $282.9K | 0.15% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 601 | $283.3K | 0.02% | −5−0.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 603 | $284.5K | 0.02% | −4−0.7% | Reduced |
| HM Payson & Co | 608 | $286.7K | 0.01% | −208−25.5% | Reduced |
| BSW Wealth Partners | 613 | $288.9K | 0.06% | +91+17.4% | Added |
| InterOcean Capital Group, LLC | 613 | $289.1K | 0.01% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 613 | $289.1K | 0.22% | 00.0% | Unchanged |
| Addison Advisors LLC | 616 | $290.5K | 0.11% | +22+3.7% | Added |
| Prestige Wealth Management Group LLC | 618 | $291.4K | 0.07% | +53+9.4% | Added |
| Indiana Trust & Investment Management CO | 619 | $291.9K | 0.13% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 620 | $292.4K | 0.02% | +55+9.7% | Added |
| Reston Wealth Management LLC | 620 | $292.4K | 0.13% | +1+0.2% | Added |
| Onefund, LLC | 621 | $292.8K | 0.38% | +621 | New |
| DRW Securities, LLC | 622 | $293.3K | 0.01% | +48+8.4% | Added |
| Woodstock Corp | 623 | $293.8K | 0.03% | −17−2.7% | Reduced |
| Insight Folios Inc | 623 | $293.8K | 0.13% | +50+8.7% | Added |
| Fluent Financial, LLC | 623 | $293.8K | 0.17% | −75−10.7% | Reduced |
| Dakota Wealth Management | 624 | $294.3K | 0.01% | −29−4.4% | Reduced |
| Washington Capital Management Inc | 625 | $294.7K | 0.25% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 625 | $294.7K | 0.03% | +625 | New |
| Independence Bank of Kentucky | 626 | $295.2K | 0.10% | +275+78.3% | Added |
| Goelzer Investment Management, Inc. | 627 | $295.7K | 0.02% | +627 | New |