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 |
|---|---|---|---|---|---|
| Addison Capital Co | 628 | $295.9K | 0.18% | +18+3.0% | Added |
| Proficio Capital Partners LLC | 630 | $296.9K | 0.04% | +41+7.0% | Added |
| CWA Asset Management Group, LLC | 631 | $297.6K | 0.02% | +631 | New |
| Bradley Foster & Sargent Inc | 632 | $298.0K | 0.01% | +1+0.2% | Added |
| Childress Capital Advisors, LLC | 634 | $299.0K | 0.09% | +27+4.4% | Added |
| Trail Ridge Investment Advisors, LLC | 636 | $299.9K | 0.18% | −35−5.2% | Reduced |
| Rothschild Investment LLC | 636 | $299.9K | 0.03% | +636 | New |
| FSB Premier Wealth Management, Inc. | 637 | $300.4K | 0.15% | +637 | New |
| New England Capital Financial Advisors LLC | 639 | $301.4K | 0.18% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 640 | $301.8K | 0.05% | +31+5.1% | Added |
| Family Firm, Inc. | 640 | $301.9K | 0.08% | +17+2.7% | Added |
| DT Investment Partners, LLC | 614 | $302.3K | 0.03% | +183+42.5% | Added |
| Monument Capital Management | 642 | $302.7K | 0.10% | +122+23.5% | Added |
| Summit Financial Group Inc | 649 | $306.0K | 0.12% | −39−5.7% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 650 | $306.5K | 0.22% | 00.0% | Unchanged |
| First Bank & Trust | 650 | $306.5K | 0.07% | +79+13.8% | Added |
| Berger Financial Group, Inc | 650 | $306.7K | 0.03% | −34−5.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 651 | $307.0K | 0.15% | −265−28.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 654 | $308.4K | 0.01% | −655−50.0% | Reduced |
| Marotta Asset Management | 656 | $309.3K | 0.07% | −51−7.2% | Reduced |
| Maven Securities LTD | 656 | $309.3K | 0.04% | +656 | New |
| Sigma Planning Corp | 659 | $310.8K | 0.02% | −461−41.2% | Reduced |
| Saranac Partners Ltd | 662 | $312.2K | 0.21% | +32+5.1% | Added |
| Stratos Wealth Advisors, LLC | 665 | $313.8K | 0.02% | +6+0.9% | Added |
| Court Place Advisors, LLC | 667 | $314.5K | 0.10% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 671 | $316.4K | 0.00% | +671 | New |
| Summit X, LLC | 672 | $316.5K | 0.09% | +126+23.1% | Added |
| Arkadios Wealth Advisors | 677 | $319.1K | 0.03% | +39+6.1% | Added |
| Brandywine Oak Private Wealth LLC | 679 | $320.2K | 0.04% | −20−2.9% | Reduced |
| Virtue Capital Management, LLC | 668 | $320.5K | 0.07% | −383−36.4% | Reduced |
| WMS Partners, LLC | 680 | $320.7K | 0.02% | −510−42.9% | Reduced |
| Aldebaran Financial Inc. | 681 | $321.1K | 0.50% | +1+0.1% | Added |
| Jacobi Capital Management LLC | 685 | $323.2K | 0.03% | +39+6.0% | Added |
| Grove Bank & Trust | 687 | $324.0K | 0.06% | +24+3.6% | Added |
| Patron Partners Advisors, LLC | 691 | $325.8K | 0.22% | +47+7.3% | Added |
| SJS Investment Consulting Inc. | 692 | $326.3K | 0.07% | −1,948−73.8% | Reduced |
| Avantax Planning Partners, Inc. | 693 | $326.8K | 0.01% | −26−3.6% | Reduced |
| Kolinsky Wealth Management, LLC | 694 | $327.3K | 0.29% | −165−19.2% | Reduced |
| BCJ Capital Management, LLC | 694 | $327.3K | 0.03% | +694 | New |
| Adams Wealth Management | 695 | $327.7K | 0.10% | 00.0% | Unchanged |
| Sierra Capital LLC | 695 | $328.0K | 0.05% | −9−1.3% | Reduced |
| Van Hulzen Asset Management, LLC | 696 | $328.0K | 0.02% | +200+40.3% | Added |
| Financial Enhancement Group LLC | 693 | $330.0K | 0.06% | 00.0% | Unchanged |
| Sandler Capital Management | 700 | $330.1K | 0.04% | 00.0% | Unchanged |
| Owen LaRue, LLC | 700 | $330.1K | 0.31% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 702 | $331.0K | 0.00% | +4+0.6% | Added |
| Prosperity Financial Group, Inc. | 705 | $332.5K | 0.23% | +25+3.7% | Added |
| Jump Financial, LLC | 706 | $332.9K | 0.01% | −18,474−96.3% | Reduced |
| Thrive Wealth Management, LLC | 707 | $333.3K | 0.07% | −65−8.4% | Reduced |
| Smartleaf Asset Management LLC | 734 | $333.8K | 0.09% | +734 | New |
| Choate Investment Advisors | 709 | $334.3K | 0.01% | +8+1.1% | Added |
| Convergence Investment Partners, LLC | 711 | $335.0K | 0.18% | −6−0.8% | Reduced |
| Lakeridge Wealth Management LLC | 715 | $337.1K | 0.24% | +715 | New |
| Glassman Wealth Services | 716 | $337.6K | 0.05% | −6−0.8% | Reduced |
| Tandem Investment Advisors, Inc. | 718 | $339.0K | 0.01% | +16+2.3% | Added |
| Grayhawk Investment Strategies Inc. | 720 | $339.5K | 0.17% | +720 | New |
| Carson Advisory Inc. | 723 | $340.9K | 0.27% | 00.0% | Unchanged |
| AXS Investments LLC | 724 | $341.4K | 0.08% | −51−6.6% | Reduced |
| Eschler Asset Management LLP | 724 | $341.4K | 0.27% | +116+19.1% | Added |
| Venture Visionary Partners LLC | 725 | $341.9K | 0.02% | +21+3.0% | Added |
| First National Trust Co | 727 | $342.8K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 729 | $343.8K | 0.06% | −625−46.2% | Reduced |
| Wealthspire Advisors, LLC | 729 | $343.8K | 0.00% | +48+7.0% | Added |
| East Coast Asset Management, LLC. | 730 | $344.2K | 0.14% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 730 | $344.2K | 0.10% | +68+10.3% | Added |
| Regatta Capital Group, LLC | 736 | $347.1K | 0.09% | −3−0.4% | Reduced |
| Alliance Wealth Advisors, LLC | 745 | $351.3K | 0.23% | +21+2.9% | Added |
| MBM Wealth Consultants, LLC | 724 | $352.2K | 0.13% | 00.0% | Unchanged |
| Atlas Wealth LLC | 810 | $352.7K | 0.19% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 749 | $353.2K | 0.03% | +749 | New |
| Wealth Advisory Solutions, LLC | 750 | $353.7K | 0.12% | −158−17.4% | Reduced |
| Evercore Wealth Management, LLC | 753 | $355.1K | 0.01% | +12+1.6% | Added |
| Cozad Asset Management Inc | 753 | $355.3K | 0.04% | +26+3.6% | Added |
| Hamilton Capital, LLC | 754 | $355.6K | 0.03% | +1+0.1% | Added |
| American Trust | 755 | $356.0K | 0.03% | −10−1.3% | Reduced |
| Lountzis Asset Management, LLC | 755 | $356.0K | 0.19% | 00.0% | Unchanged |
| Geller Advisors LLC | 756 | $356.5K | 0.03% | +23+3.1% | Added |
| Client 1st Advisory Group, LLC | 756 | $356.5K | 0.17% | +136+21.9% | Added |
| Atlantic Trust, LLC | 758 | $357.4K | 0.10% | −5−0.7% | Reduced |
| Capital Management Corp | 760 | $358.4K | 0.07% | 00.0% | Unchanged |
| IFP Advisors, Inc | 761 | $358.7K | 0.02% | −1,922−71.6% | Reduced |
| Montag A & Associates Inc | 765 | $360.5K | 0.02% | +150+24.4% | Added |
| Schnieders Capital Management LLC | 765 | $360.7K | 0.08% | −20−2.5% | Reduced |
| Ridgecrest Wealth Partners, LLC | 765 | $360.7K | 0.24% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 767 | $361.7K | 0.02% | +70+10.0% | Added |
| Harbour Trust & Investment Management Co | 769 | $362.6K | 0.05% | +769 | New |
| StrategIQ Financial Group, LLC | 770 | $363.1K | 0.04% | +227+41.8% | Added |
| Chicago Trust Co NA | 770 | $363.1K | 0.08% | +157+25.6% | Added |
| Brevan Howard Capital Management LP | 770 | $363.1K | 0.04% | +770 | New |
| HBK Sorce Advisory LLC | 771 | $363.6K | 0.01% | +14+1.8% | Added |
| Pettinga Financial Advisors, LLC | 771 | $363.6K | 0.10% | −195−20.2% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 772 | $364.1K | 0.11% | +7+0.9% | Added |
| Canal Capital Management, LLC | 776 | $365.7K | 0.07% | +61+8.5% | Added |
| Avestar Capital, LLC | 777 | $366.4K | 0.05% | +233+42.8% | Added |
| Mosley Wealth Management | 778 | $366.9K | 0.36% | +778 | New |
| Arlington Trust Co LLC | 779 | $367.3K | 0.10% | +779 | New |
| Modern Wealth Management, LLC | 779 | $367.3K | 0.05% | +779 | New |
| Abacus Planning Group, Inc. | 780 | $367.8K | 0.08% | −129−14.2% | Reduced |
| Fort Point Capital Partners LLC | 783 | $369.2K | 0.06% | −1−0.1% | Reduced |
| Ignite Planners, LLC | 772 | $369.7K | 0.11% | 00.0% | Unchanged |