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 |
|---|---|---|---|---|---|
| Citizens Financial Group Inc | 1,409 | $664.3K | 0.02% | +273+24.0% | Added |
| Wealth Management Associates, Inc. | 1,415 | $667.3K | 0.35% | +56+4.1% | Added |
| Entropy Technologies, LP | 1,420 | $669.6K | 0.12% | +1,420 | New |
| Quent Capital, LLC | 1,428 | $673.2K | 0.09% | +117+8.9% | Added |
| Premier Path Wealth Partners, LLC | 1,436 | $676.9K | 0.15% | +1,436 | New |
| Okabena Investment Services Inc | 1,436 | $677.2K | 0.26% | −78−5.2% | Reduced |
| Private Trust Co NA | 1,437 | $677.4K | 0.08% | −35−2.4% | Reduced |
| Prudent Man Advisors, LLC | 1,442 | $680.0K | 0.25% | −93−6.1% | Reduced |
| Miracle Mile Advisors, LLC | 1,446 | $681.7K | 0.02% | −1,695−54.0% | Reduced |
| Taylor Hoffman Wealth Management | 1,457 | $687.1K | 0.31% | −57−3.8% | Reduced |
| Wesbanco Bank Inc | 1,464 | $690.4K | 0.04% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 1,466 | $691.3K | 0.58% | +132+9.9% | Added |
| Silver Oak Securities, Inc | 1,474 | $694.9K | 0.09% | +1,272+629.7% | Added |
| Advisors Capital Management, LLC | 1,475 | $696.0K | 0.01% | +1,475 | New |
| SageView Advisory Group, LLC | 1,416 | $697.0K | 0.03% | +739+109.2% | Added |
| Legacy Financial Advisors, Inc. | 1,496 | $705.4K | 0.14% | +423+39.4% | Added |
| Axq Capital, LP | 1,500 | $707.3K | 0.19% | −800−34.8% | Reduced |
| Fore Capital, LLC | 1,500 | $707.3K | 1.51% | +1,500 | New |
| Belpointe Asset Management LLC | 1,501 | $708.3K | 0.06% | −605−28.7% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 1,511 | $712.5K | 1.44% | +1,511 | New |
| Indie Asset Partners, LLC | 1,513 | $713.6K | 0.64% | −95−5.9% | Reduced |
| Neo Ivy Capital Management | 1,516 | $715.0K | 1.60% | +1,516 | New |
| PDS Planning, Inc | 1,519 | $716.3K | 0.08% | −23−1.5% | Reduced |
| Middleton & Co Inc | 1,525 | $719.1K | 0.09% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,529 | $721.0K | 0.07% | −951−38.3% | Reduced |
| Valmark Advisers, Inc. | 1,529 | $721.1K | 0.01% | −59−3.7% | Reduced |
| Hollencrest Capital Management | 1,537 | $724.8K | 0.07% | −42−2.7% | Reduced |
| Tobam | 1,541 | $727.0K | 0.06% | −689−30.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,542 | $727.1K | 0.14% | +106+7.4% | Added |
| Plancorp, LLC | 1,544 | $728.1K | 0.03% | +77+5.2% | Added |
| Fidelis Capital Partners, LLC | 1,544 | $728.1K | 0.16% | +232+17.7% | Added |
| Nilsine Partners, LLC | 1,551 | $731.4K | 0.11% | +48+3.2% | Added |
| Thomasville National Bank | 1,555 | $733.3K | 0.07% | +5+0.3% | Added |
| Kapstone Financial Advisors LLC | 1,528 | $734.1K | 0.58% | +42+2.8% | Added |
| ROI Financial Advisors, LLC | 1,563 | $737.0K | 0.61% | +1,563 | New |
| WESPAC Advisors SoCal, LLC | 1,563 | $737.1K | 0.21% | +240+18.1% | Added |
| Michael B. Yongue | 1,565 | $738.0K | 0.66% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,568 | $739.4K | 0.21% | −25−1.6% | Reduced |
| BlueCrest Capital Management Ltd | 1,574 | $742.2K | 0.12% | +1,574 | New |
| Sompo Asset Management Co., Ltd. | 1,580 | $745.1K | 0.13% | +230+17.0% | Added |
| First Foundation Advisors | 1,580 | $745.1K | 0.03% | −1,560−49.7% | Reduced |
| Systematic Alpha Investments, LLC | 1,597 | $753.1K | 0.03% | 00.0% | Unchanged |
| Terry L. Blaker | 1,602 | $755.4K | 0.06% | −2−0.1% | Reduced |
| Money Concepts Capital Corp | 1,595 | $756.7K | 0.07% | −17−1.1% | Reduced |
| Brookstone Capital Management | 1,608 | $758.3K | 0.01% | +102+6.8% | Added |
| J. W. Coons Advisors, LLC | 1,615 | $761.6K | 0.21% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,554 | $766.8K | 0.21% | +1,554 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,635 | $771.0K | 0.09% | +98+6.4% | Added |
| Brogan Financial, Inc. | 1,640 | $773.5K | 0.57% | +5+0.3% | Added |
| Twin Capital Management Inc | 1,644 | $775.2K | 0.10% | −61−3.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,647 | $776.8K | 0.01% | +547+49.7% | Added |
| Eqis Capital Management, Inc. | 1,649 | $777.8K | 0.06% | −14−0.8% | Reduced |
| Detalus Advisors, LLC | 1,653 | $779.6K | 0.31% | +36+2.2% | Added |
| Evermay Wealth Management LLC | 1,658 | $781.8K | 0.14% | −2−0.1% | Reduced |
| Smithbridge Asset Management Inc | 1,675 | $790.0K | 0.18% | −34−2.0% | Reduced |
| Busey Wealth Management | 1,676 | $790.3K | 0.03% | −163−8.9% | Reduced |
| Clearstead Advisors, LLC | 1,687 | $795.5K | 0.04% | −829−32.9% | Reduced |
| Genesee Capital Advisors, LLC | 1,696 | $799.5K | 0.49% | +135+8.6% | Added |
| McElhenny Sheffield Capital Management, LLC | 1,707 | $805.0K | 0.33% | +1,147+204.8% | Added |
| McLean Asset Management Corp | 1,680 | $806.3K | 0.30% | +1+0.1% | Added |
| Jarislowsky, Fraser Ltd | 1,715 | $808.7K | 0.00% | +1,715 | New |
| Beacon Financial Group | 1,715 | $808.8K | 0.10% | +112+7.0% | Added |
| Global Trust Asset Management, LLC | 1,717 | $809.8K | 0.36% | −26−1.5% | Reduced |
| Salomon & Ludwin, LLC | 1,881 | $819.0K | 0.09% | 00.0% | Unchanged |
| Conning Inc. | 1,745 | $822.9K | 0.03% | −10−0.6% | Reduced |
| Defined Wealth Management, LLC | 1,756 | $828.1K | 0.63% | +3+0.2% | Added |
| NorthRock Partners, LLC | 1,757 | $828.5K | 0.03% | +751+74.7% | Added |
| Vise Technologies, Inc. | 1,758 | $829.0K | 0.18% | +7+0.4% | Added |
| Mach-1 Financial Group, Inc. | 1,764 | $831.7K | 0.32% | −2,887−62.1% | Reduced |
| Erste Asset Management GmbH | 1,778 | $833.3K | 0.01% | +289+19.4% | Added |
| Buckingham Strategic Wealth, LLC | 1,794 | $845.8K | 0.01% | −15−0.8% | Reduced |
| Concord Wealth Partners | 1,794 | $846.2K | 0.17% | +1,083+152.3% | Added |
| Wedmont Private Capital | 1,767 | $848.2K | 0.07% | +536+43.5% | Added |
| Outlook Wealth Advisors, LLC | 1,801 | $849.4K | 0.30% | −301−14.3% | Reduced |
| Naviter Wealth, LLC | 1,808 | $852.6K | 0.17% | +390+27.5% | Added |
| Seeds Investor LLC | 1,813 | $854.8K | 0.97% | +1,813 | New |
| Alpha DNA Investment Management LLC | 1,819 | $857.6K | 0.51% | −2,919−61.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,819 | $857.8K | 0.00% | +350+23.8% | Added |
| Oxford Financial Group Ltd | 1,844 | $869.6K | 0.06% | +5+0.3% | Added |
| Verus Financial Partners, Inc. | 1,807 | $874.4K | 0.11% | −48−2.6% | Reduced |
| Merit Financial Group, LLC | 1,864 | $878.8K | 0.03% | −926−33.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,870 | $882.0K | 0.07% | +168+9.9% | Added |
| Garde Capital, Inc. | 1,874 | $884.0K | 0.07% | +19+1.0% | Added |
| Analyst IMS Investment Management Services Ltd. | 1,894 | $893.0K | 0.05% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,895 | $893.6K | 0.11% | +135+7.7% | Added |
| Ballentine Partners, LLC | 1,896 | $894.1K | 0.02% | −37−1.9% | Reduced |
| New England Research & Management, Inc. | 1,900 | $896.0K | 0.47% | −35−1.8% | Reduced |
| Inceptionr LLC | 1,902 | $896.9K | 0.64% | +1,902 | New |
| HMS Capital Management, LLC | 1,906 | $898.9K | 0.55% | −201−9.5% | Reduced |
| Bremer Bank National Association | 1,916 | $903.5K | 0.17% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 1,917 | $904.0K | 0.03% | −134−6.5% | Reduced |
| Ameritas Advisory Services, LLC | 1,869 | $904.4K | 0.05% | −87−4.4% | Reduced |
| Sanders Morris Harris LLC | 1,900 | $909.4K | 0.45% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,939 | $914.4K | 0.01% | −1,607−45.3% | Reduced |
| Balentine LLC | 1,948 | $918.4K | 0.03% | −386−16.5% | Reduced |
| Rehmann Capital Advisory Group | 1,951 | $920.2K | 0.08% | +114+6.2% | Added |
| Summit Trail Advisors, LLC | 1,964 | $926.1K | 0.03% | −58−2.9% | Reduced |
| Austin Private Wealth, LLC | 1,965 | $926.6K | 0.12% | +1,965 | New |
| Frisch Financial Group, Inc. | 1,975 | $931.0K | 0.35% | −17−0.9% | Reduced |
| Cidel Asset Management Inc | 1,978 | $932.7K | 0.04% | +1,978 | New |