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 |
|---|---|---|---|---|---|
| Colonial River Wealth Management, LLC | 786 | $370.6K | 0.22% | +270+52.3% | Added |
| Horizon Bancorp Inc | 786 | $371.0K | 0.18% | 00.0% | Unchanged |
| Change Path, LLC | 786 | $371.0K | 0.02% | +285+56.9% | Added |
| First County Bank | 787 | $371.1K | 0.18% | −6−0.8% | Reduced |
| Waddell & Associates, LLC | 789 | $372.1K | 0.05% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 789 | $372.1K | 0.04% | +789 | New |
| Truepoint, Inc. | 792 | $373.5K | 0.01% | −63−7.4% | Reduced |
| Valley National Advisers Inc | 798 | $375.0K | 0.06% | +19+2.4% | Added |
| Five Oceans Advisors | 796 | $375.4K | 0.21% | +4+0.5% | Added |
| Fulton Breakefield Broenniman LLC | 796 | $375.4K | 0.03% | +78+10.9% | Added |
| Meyer Handelman Co | 800 | $377.2K | 0.01% | 00.0% | Unchanged |
| Platform Technology Partners | 748 | $377.9K | 0.15% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 809 | $381.5K | 0.03% | +34+4.4% | Added |
| Financial Advisory Group | 813 | $383.3K | 0.07% | 00.0% | Unchanged |
| Dover Advisors, LLC | 815 | $384.3K | 0.51% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 816 | $384.8K | 0.04% | +816 | New |
| Fosun International Ltd | 820 | $386.7K | 0.08% | −380−31.7% | Reduced |
| Harbor Group, Inc. | 820 | $386.7K | 0.11% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 822 | $387.6K | 0.11% | +29+3.7% | Added |
| Michael S. Ryan, Inc. | 824 | $388.6K | 0.32% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 829 | $391.0K | 0.09% | 00.0% | Unchanged |
| Provence Wealth Management Group | 830 | $391.4K | 0.21% | +131+18.7% | Added |
| Allworth Financial LP | 831 | $391.8K | 0.00% | −3−0.4% | Reduced |
| Manchester Capital Management LLC | 831 | $391.9K | 0.05% | +40+5.1% | Added |
| Legacy Capital Group California, Inc. | 832 | $392.3K | 0.15% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 835 | $393.8K | 0.01% | +70+9.2% | Added |
| LongView Wealth Management | 821 | $396.8K | 0.18% | +821 | New |
| Mission Creek Capital Partners, Inc. | 842 | $397.0K | 0.10% | −25−2.9% | Reduced |
| Drive Wealth Management, LLC | 847 | $399.2K | 0.13% | +70+9.0% | Added |
| Verity Asset Management, Inc. | 851 | $401.3K | 0.26% | 00.0% | Unchanged |
| Centiva Capital, LP | 852 | $401.8K | 0.03% | −1,098−56.3% | Reduced |
| Arista Wealth Management, LLC | 858 | $404.6K | 0.15% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 824 | $407.0K | 0.17% | +27+3.4% | Added |
| Keener Financial Planning LLC | 866 | $408.0K | 0.32% | +866 | New |
| Commerzbank Aktiengesellschaft | 867 | $409.0K | 0.02% | +867 | New |
| Boothbay Fund Management, LLC | 869 | $409.8K | 0.02% | −637−42.3% | Reduced |
| Allstate Corp | 873 | $411.7K | 0.03% | −46−5.0% | Reduced |
| Ronald Blue Trust, Inc. | 950 | $413.0K | 0.01% | −37−3.7% | Reduced |
| Whalerock Point Partners, LLC | 877 | $413.6K | 0.13% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 885 | $417.3K | 0.07% | −9−1.0% | Reduced |
| First Light Asset Management, LLC | 886 | $417.8K | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 887 | $418.0K | 0.01% | +22+2.5% | Added |
| Power Wealth Management LLC | 891 | $420.2K | 0.31% | +891 | New |
| First Affirmative Financial Network | 899 | $423.9K | 0.34% | +76+9.2% | Added |
| St Germain D J Co Inc | 899 | $423.9K | 0.02% | +14+1.6% | Added |
| Fisher Asset Management, LLC | 899 | $424.0K | 0.00% | +155+20.8% | Added |
| Hilltop Partners LLC | 900 | $424.4K | 0.17% | +9+1.0% | Added |
| CTC Alternative Strategies, Ltd. | 900 | $424.4K | 0.88% | +900 | New |
| Capula Management Ltd | 901 | $424.9K | 0.03% | −219−19.6% | Reduced |
| Horan Securities, Inc. | 901 | $424.9K | 0.21% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 911 | $429.6K | 0.02% | −40−4.2% | Reduced |
| First Financial Bank - Trust Division | 917 | $432.4K | 0.04% | −9−1.0% | Reduced |
| Old Point Trust & Financial Services N A | 922 | $434.8K | 0.18% | +922 | New |
| Latitude Advisors, LLC | 925 | $436.3K | 0.31% | +8+0.9% | Added |
| OneAscent Financial Services LLC | 931 | $439.0K | 0.05% | +76+8.9% | Added |
| Lifeworks Advisors, LLC | 933 | $440.0K | 0.15% | +13+1.4% | Added |
| Aspen Investment Management Inc | 935 | $441.0K | 0.25% | +935 | New |
| Cornerstone Wealth Group, LLC | 940 | $443.3K | 0.06% | +14+1.5% | Added |
| Everett Harris & Co | 941 | $443.7K | 0.01% | −8−0.8% | Reduced |
| Ritter Daniher Financial Advisory LLC | 942 | $444.2K | 0.16% | +740+366.3% | Added |
| Zacks Investment Management | 942 | $444.2K | 0.01% | +430+84.0% | Added |
| GSB Wealth Management, LLC | 943 | $444.8K | 0.14% | +1+0.1% | Added |
| Farther Finance Advisors, LLC | 944 | $445.0K | 0.03% | +321+51.5% | Added |
| CWM Advisors, LLC | 944 | $445.2K | 0.05% | +107+12.8% | Added |
| NBC Securities, Inc. | 947 | $446.0K | 0.04% | −654−40.8% | Reduced |
| Everhart Financial Group, Inc. | 948 | $447.0K | 0.16% | +34+3.7% | Added |
| HFG Advisors, Inc. | 948 | $447.2K | 0.43% | +2+0.2% | Added |
| Bayesian Capital Management, LP | 949 | $447.5K | 0.05% | +949 | New |
| CenterStar Asset Management, LLC | 949 | $447.7K | 0.46% | +949 | New |
| Compton Wealth Advisory Group, LLC | 954 | $449.9K | 0.14% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 963 | $454.1K | 0.49% | −301−23.8% | Reduced |
| Keel Point, LLC | 966 | $455.6K | 0.05% | +34+3.6% | Added |
| Arete Wealth Advisors, LLC | 968 | $456.5K | 0.03% | +132+15.8% | Added |
| Cross Staff Investments Inc | 976 | $460.2K | 0.41% | 00.0% | Unchanged |
| Ascent Group, LLC | 916 | $462.8K | 0.04% | −18−1.9% | Reduced |
| Carr Financial Group Corp | 985 | $464.5K | 0.17% | +500+103.1% | Added |
| Bell Investment Advisors, Inc | 989 | $466.2K | 0.10% | +20+2.1% | Added |
| J.W. Cole Advisors, Inc. | 994 | $468.9K | 0.03% | +109+12.3% | Added |
| Fukoku Mutual Life Insurance Co | 998 | $470.6K | 0.04% | −65−6.1% | Reduced |
| Lantern Wealth Advisors, LLC | 1,000 | $471.6K | 0.37% | +1,000 | New |
| KFG Wealth Management, LLC | 1,002 | $472.5K | 0.22% | 00.0% | Unchanged |
| Lee Financial Co | 1,003 | $473.0K | 0.08% | +983+4,915.0% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 1,005 | $473.9K | 0.62% | −122−10.8% | Reduced |
| Kuhn & Co Investment Counsel | 1,006 | $474.4K | 0.49% | +1,006 | New |
| KG&L Capital Management,LLC | 1,011 | $476.7K | 0.20% | +1,011 | New |
| Hengehold Capital Management LLC | 1,017 | $479.5K | 0.06% | +1+0.1% | Added |
| VELA Investment Management, LLC | 1,018 | $480.0K | 0.19% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 1,022 | $481.8K | 0.14% | +7+0.7% | Added |
| Basepoint Wealth LLC | 1,024 | $483.1K | 0.39% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 1,036 | $488.5K | 0.05% | +24+2.4% | Added |
| Aspiriant, LLC | 1,039 | $490.0K | 0.02% | −60−5.5% | Reduced |
| Waldron Private Wealth LLC | 1,040 | $490.4K | 0.02% | −60−5.5% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,040 | $490.4K | 0.35% | 00.0% | Unchanged |
| Spire Wealth Management | 1,056 | $490.6K | 0.02% | +124+13.3% | Added |
| RWC Asset Management LLP | 1,045 | $492.8K | 0.03% | −5,966−85.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,048 | $494.2K | 0.08% | −6−0.6% | Reduced |
| Alpha Omega Wealth Management LLC | 1,049 | $494.7K | 0.08% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 1,050 | $495.1K | 0.02% | 00.0% | Unchanged |
| Campion Asset Management LLC | 1,050 | $495.1K | 0.42% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 1,053 | $496.6K | 0.18% | −13−1.2% | Reduced |