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 |
|---|---|---|---|---|---|
| Affinity Investment Advisors, LLC | 1,054 | $497.0K | 0.34% | +404+62.2% | Added |
| Sage Mountain Advisors LLC | 1,055 | $497.5K | 0.06% | +113+12.0% | Added |
| Brown Brothers Harriman & Co | 1,059 | $499.4K | 0.00% | −687−39.3% | Reduced |
| Signet Financial Management, LLC | 1,061 | $500.3K | 0.07% | −43−3.9% | Reduced |
| Whalen Wealth Management Inc. | 1,064 | $501.7K | 0.45% | +1,064 | New |
| LS Investment Advisors, LLC | 1,070 | $504.6K | 0.09% | +1,070 | New |
| Dohj, LLC | 1,073 | $506.2K | 0.15% | +1,073 | New |
| SRS Capital Advisors, Inc. | 1,080 | $509.3K | 0.06% | +322+42.5% | Added |
| Trust Point Inc. | 1,080 | $509.3K | 0.04% | +1,080 | New |
| SRB Corp | 1,082 | $510.2K | 0.03% | +76+7.6% | Added |
| Samalin Investment Counsel, LLC | 1,085 | $511.9K | 0.26% | +20+1.9% | Added |
| Proequities, Inc. | 1,086 | $512.3K | 0.04% | −380−25.9% | Reduced |
| Plato Investment Management Ltd | 1,088 | $513.1K | 0.63% | +1,088 | New |
| Cim Investment Mangement Inc | 1,089 | $513.5K | 0.17% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 1,092 | $514.9K | 0.07% | −4,477−80.4% | Reduced |
| Nations Financial Group Inc, | 1,096 | $516.9K | 0.05% | +6+0.6% | Added |
| Dodge & Cox | 1,100 | $518.7K | 0.00% | 00.0% | Unchanged |
| Sonoma Private Wealth LLC | 1,110 | $523.2K | 0.87% | +308+38.4% | Added |
| Evergreen Capital Management LLC | 1,110 | $523.4K | 0.02% | +88+8.6% | Added |
| Moneta Group Investment Advisors LLC | 1,113 | $524.8K | 0.01% | −61−5.2% | Reduced |
| NVWM, LLC | 1,113 | $524.9K | 0.16% | −3−0.3% | Reduced |
| Dean Investment Associates, LLC | 1,120 | $528.1K | 0.08% | −40−3.4% | Reduced |
| First Western Trust Bank | 1,123 | $529.6K | 0.03% | −42−3.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,124 | $530.3K | 0.05% | +68+6.4% | Added |
| Two Sigma Securities, LLC | 1,128 | $531.9K | 0.02% | −317−21.9% | Reduced |
| Cardiff Park Advisors, LLC | 1,128 | $531.9K | 0.06% | 00.0% | Unchanged |
| Keystone Financial Services | 1,134 | $534.8K | 0.25% | +18+1.6% | Added |
| Weinberger Asset Management, Inc | 1,137 | $536.0K | 0.28% | +79+7.5% | Added |
| Farmers Trust Co | 1,137 | $536.2K | 0.11% | +37+3.4% | Added |
| Prospera Financial Services Inc | 1,138 | $536.6K | 0.02% | −15−1.3% | Reduced |
| Lingohr & Partner Asset Management GmbH | 1,139 | $537.0K | 1.22% | 00.0% | Unchanged |
| Country Club Bank | 1,147 | $537.6K | 0.04% | +30+2.7% | Added |
| Colonial Trust Co | 1,147 | $540.8K | 0.11% | +172+17.6% | Added |
| Fulton Bank, N.A. | 1,149 | $541.8K | 0.02% | −119−9.4% | Reduced |
| DGS Capital Management, LLC | 1,152 | $543.1K | 0.21% | −119−9.4% | Reduced |
| Vestor Capital, LLC | 1,162 | $548.0K | 0.05% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 1,172 | $552.7K | 0.09% | −6−0.5% | Reduced |
| Gladstone Institutional Advisory LLC | 1,172 | $552.8K | 0.03% | +42+3.7% | Added |
| Ellevest, Inc. | 1,173 | $553.1K | 0.04% | +72+6.5% | Added |
| Circle Wealth Management, LLC | 1,175 | $554.1K | 0.01% | +133+12.8% | Added |
| Holderness Investments Co | 1,181 | $556.9K | 0.15% | +10+0.9% | Added |
| Stiles Financial Services Inc | 1,180 | $557.4K | 0.25% | +1+0.1% | Added |
| JGP Global Gestao de Recursos Ltda. | 1,189 | $560.7K | 0.55% | −4−0.3% | Reduced |
| Peachtree Investment Partners, LLC | 1,192 | $562.0K | 0.23% | +21+1.8% | Added |
| JB Capital LLC | 1,195 | $563.8K | 0.04% | +96+8.7% | Added |
| Compagnie Lombard Odier SCmA | 1,200 | $565.9K | 0.01% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 1,300 | $566.0K | 0.05% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,204 | $567.7K | 0.06% | +63+5.5% | Added |
| Wealthcare Advisory Partners LLC | 1,205 | $568.3K | 0.02% | +11+0.9% | Added |
| Hurlow Wealth Management Group, Inc. | 1,206 | $568.7K | 0.22% | −55−4.4% | Reduced |
| Monarch Capital Management Inc | 1,208 | $569.6K | 0.17% | −200−14.2% | Reduced |
| Northwest Bancshares, Inc. | 1,212 | $571.5K | 0.10% | −115−8.7% | Reduced |
| Accredited Investors Inc. | 1,212 | $571.5K | 0.04% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 1,218 | $574.2K | 0.53% | +1,218 | New |
| CFO4Life Group, LLC | 1,222 | $576.2K | 0.11% | −81−6.2% | Reduced |
| Schechter Investment Advisors, LLC | 1,225 | $577.7K | 0.05% | −82−6.3% | Reduced |
| Bedel Financial Consulting, Inc. | 1,227 | $578.6K | 0.11% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,231 | $580.0K | 0.25% | −132−9.7% | Reduced |
| Fundamentun, LLC | 1,230 | $580.2K | 0.07% | −84−6.4% | Reduced |
| First National Bank of Hutchinson | 1,234 | $581.9K | 0.42% | +7+0.6% | Added |
| Harbour Investments, Inc. | 1,235 | $582.2K | 0.02% | +30+2.5% | Added |
| Meridian Wealth Management, LLC | 1,235 | $582.4K | 0.04% | −1,171−48.7% | Reduced |
| Pathway Financial Advisers, LLC | 1,239 | $584.4K | 0.22% | +74+6.4% | Added |
| RSM US Wealth Management LLC | 1,242 | $585.8K | 0.02% | +1,242 | New |
| Joel Isaacson & Co., LLC | 1,245 | $587.1K | 0.04% | −110−8.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 1,253 | $590.9K | 0.02% | +1,253 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,253 | $590.9K | 0.27% | +1,253 | New |
| Solidarilty Wealth, LLC | 1,268 | $597.9K | 0.22% | −2,500−66.3% | Reduced |
| Donoghue Forlines LLC | 1,271 | $599.4K | 0.19% | −422−24.9% | Reduced |
| Spectrum Wealth Counsel, LLC | 973 | $600.3K | 0.08% | +973 | New |
| Agf Management Ltd | 1,279 | $603.1K | 0.00% | −333−20.7% | Reduced |
| PEAK6 Investments LLC | 1,282 | $604.3K | 0.03% | +763+147.0% | Added |
| Baxter Bros Inc | 1,284 | $605.5K | 0.08% | +184+16.7% | Added |
| Axxcess Wealth Management, LLC | 1,287 | $606.9K | 0.02% | +9+0.7% | Added |
| Skopos Labs, Inc. | 1,287 | $606.9K | 0.29% | +1,287 | New |
| Kapitalo Investimentos Ltda | 1,293 | $609.7K | 0.13% | +374+40.7% | Added |
| Constitution Capital LLC | 1,300 | $613.0K | 0.37% | −300−18.8% | Reduced |
| Blueshift Asset Management, LLC | 1,302 | $614.0K | 0.33% | −530−28.9% | Reduced |
| Exchange Traded Concepts, LLC | 1,310 | $617.7K | 0.02% | +1+0.1% | Added |
| Salem Investment Counselors Inc | 1,311 | $618.2K | 0.02% | +83+6.8% | Added |
| Massmutual Trust Co FSB | 1,322 | $623.4K | 0.02% | +120+10.0% | Added |
| Douglass Winthrop Advisors, LLC | 1,325 | $624.8K | 0.01% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 1,324 | $625.0K | 0.09% | +68+5.4% | Added |
| Great Diamond Partners, LLC | 1,334 | $629.1K | 0.16% | −72−5.1% | Reduced |
| Humankind Investments LLC | 1,334 | $629.1K | 0.19% | −10−0.7% | Reduced |
| Concurrent Investment Advisors, LLC | 1,335 | $629.2K | 0.03% | +1,335 | New |
| Keystone Financial Group | 1,336 | $630.0K | 0.11% | −69−4.9% | Reduced |
| Wealth Alliance | 1,337 | $630.7K | 0.09% | −6−0.4% | Reduced |
| Banco BTG Pactual S.A. | 1,350 | $632.7K | 0.14% | +150+12.5% | Added |
| Concord Asset Management, LLC | 1,362 | $642.3K | 0.19% | +1,362 | New |
| Palisades Hudson Asset Management, L.P. | 1,364 | $643.0K | 0.31% | +1+0.1% | Added |
| Tranquilli Financial Advisor LLC | 1,370 | $646.0K | 0.46% | −108−7.3% | Reduced |
| Apella Capital, LLC | 1,341 | $650.3K | 0.04% | +3+0.2% | Added |
| Beirne Wealth Consulting Services, LLC | 1,379 | $651.0K | 0.32% | +1,379 | New |
| Shelton Capital Management | 1,390 | $655.5K | 0.02% | −81−5.5% | Reduced |
| Atlas Private Wealth Advisors | 1,396 | $657.9K | 0.12% | +6+0.4% | Added |
| Stony Point Wealth Management Inc. | 1,400 | $660.0K | 0.31% | −25−1.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,401 | $660.5K | 0.02% | +1,401 | New |
| Fielder Capital Group LLC | 1,401 | $660.7K | 0.40% | +1,401 | New |
| Arden Trust Co | 1,402 | $661.1K | 0.10% | −34−2.4% | Reduced |