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 |
|---|---|---|---|---|---|
| Graypoint LLC | 1,981 | $934.0K | 0.08% | +297+17.6% | Added |
| Paloma Partners Management Co | 1,992 | $939.3K | 0.15% | +1,950+4,642.9% | Added |
| Foster & Motley Inc | 1,996 | $941.0K | 0.07% | −84−4.0% | Reduced |
| Strategic Advisors LLC | 1,999 | $942.6K | 0.18% | +1+0.1% | Added |
| Garrison Point Advisors, LLC | 2,000 | $943.1K | 0.67% | −150−7.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 2,000 | $943.1K | 0.13% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 2,003 | $944.4K | 0.03% | +29+1.5% | Added |
| Harbor Investment Advisory, LLC | 2,006 | $945.9K | 0.11% | −146−6.8% | Reduced |
| Pacific Global Investment Management CO | 2,011 | $948.3K | 0.19% | +44+2.2% | Added |
| Hohimer Wealth Management, LLC | 2,013 | $949.3K | 0.24% | +19+1.0% | Added |
| Perigon Wealth Management, LLC | 2,018 | $951.6K | 0.03% | +157+8.4% | Added |
| Oak Thistle LLC | 2,022 | $953.5K | 0.27% | −3,351−62.4% | Reduced |
| Donaldson Capital Management, LLC | 2,024 | $954.6K | 0.04% | −421−17.2% | Reduced |
| RFG Advisory, LLC | 2,034 | $959.3K | 0.04% | +520+34.3% | Added |
| Gratus Wealth Advisors, LLC | 2,035 | $959.6K | 0.19% | +2,035 | New |
| Willner & Heller, LLC | 2,039 | $961.7K | 1.07% | +2,039 | New |
| Snowden Capital Advisors LLC | 2,041 | $962.5K | 0.04% | −242−10.6% | Reduced |
| Financial Counselors Inc | 2,047 | $965.3K | 0.02% | −237−10.4% | Reduced |
| Glenview Trust Co | 2,053 | $968.1K | 0.02% | +713+53.2% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,057 | $970.0K | 0.02% | +2,057 | New |
| Fiduciary Trust Co | 2,059 | $970.9K | 0.02% | +190+10.2% | Added |
| Taylor Financial Group, Inc. | 2,065 | $973.8K | 0.80% | +2,065 | New |
| Congress Wealth Management LLC | 2,073 | $977.8K | 0.02% | +359+20.9% | Added |
| Moloney Securities Asset Management, LLC | 2,077 | $979.5K | 0.16% | −85−3.9% | Reduced |
| Roundview Capital LLC | 2,081 | $981.3K | 0.09% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 2,093 | $987.1K | 0.80% | +6+0.3% | Added |
| Delphi Management Inc | 2,095 | $988.0K | 0.91% | −4−0.2% | Reduced |
| Cypress Capital Group | 2,096 | $988.4K | 0.13% | −226−9.7% | Reduced |
| United Community Bank | 2,102 | $991.2K | 0.42% | +692+49.1% | Added |
| Retirement Guys Formula LLC | 2,115 | $997.3K | 0.53% | +212+11.1% | Added |
| JT Stratford LLC | 2,124 | $1.00M | 0.23% | −5−0.2% | Reduced |
| Moors & Cabot, Inc. | 2,126 | $1.00M | 0.06% | +89+4.4% | Added |
| Penserra Capital Management LLC | 2,130 | $1.00M | 0.02% | −426−16.7% | Reduced |
| Buckley Wealth Management, LLC | 2,145 | $1.01M | 0.35% | −17−0.8% | Reduced |
| Bard Financial Services, Inc. | 2,150 | $1.01M | 0.11% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 2,155 | $1.02M | 0.66% | −1,510−41.2% | Reduced |
| Barlow Wealth Partners, Inc. | 2,177 | $1.03M | 0.15% | +2,177 | New |
| Mutual Advisors, LLC | 2,209 | $1.04M | 0.04% | −6−0.3% | Reduced |
| Continuum Advisory, LLC | 2,218 | $1.05M | 0.15% | −168−7.0% | Reduced |
| Clarius Group, LLC | 2,217 | $1.05M | 0.09% | −21−0.9% | Reduced |
| Pure Financial Advisors, Inc. | 2,221 | $1.05M | 0.04% | −236−9.6% | Reduced |
| Romano Brothers and Company | 2,221 | $1.05M | 0.16% | 00.0% | Unchanged |
| 1st Source Bank | 2,222 | $1.05M | 0.06% | −73−3.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,233 | $1.05M | 0.13% | +10.0% | Added |
| Quadrant Capital Group LLC | 2,250 | $1.06M | 0.09% | +215+10.6% | Added |
| TownSquare Capital, LLC | 2,256 | $1.06M | 0.02% | +66+3.0% | Added |
| Asset Dedication, LLC | 2,264 | $1.06M | 0.09% | +263+13.1% | Added |
| Horizon Investments, LLC | 2,262 | $1.07M | 0.03% | +696+44.4% | Added |
| Central Trust Co | 2,263 | $1.07M | 0.03% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 2,276 | $1.07M | 0.53% | +569+33.3% | Added |
| Herold Advisors, Inc. | 2,282 | $1.08M | 0.30% | −67−2.9% | Reduced |
| Qtron Investments LLC | 2,284 | $1.08M | 0.18% | +429+23.1% | Added |
| Thoroughbred Financial Services, LLC | 2,288 | $1.08M | 0.09% | −9−0.4% | Reduced |
| Scissortail Wealth Management, LLC | 2,240 | $1.09M | 0.35% | +2,240 | New |
| Financial Security Advisor, Inc. | 2,316 | $1.09M | 0.43% | −41−1.7% | Reduced |
| Hillsdale Investment Management Inc. | 2,324 | $1.10M | 0.09% | 00.0% | Unchanged |
| CSS LLC | 2,350 | $1.11M | 0.09% | +500+27.0% | Added |
| SeaCrest Wealth Management, LLC | 2,310 | $1.11M | 0.14% | +95+4.3% | Added |
| Souders Financial Advisors | 2,364 | $1.11M | 0.19% | +4+0.2% | Added |
| Stableford Capital II LLC | 2,320 | $1.12M | 0.48% | +27+1.2% | Added |
| ING Groep NV | 2,374 | $1.12M | 0.01% | +2,374 | New |
| Daymark Wealth Partners, LLC | 2,380 | $1.12M | 0.07% | −9−0.4% | Reduced |
| FDx Advisors, Inc. | 2,382 | $1.12M | 0.09% | +113+5.0% | Added |
| First Business Financial Services, Inc. | 2,390 | $1.13M | 0.13% | −1,907−44.4% | Reduced |
| Warren Averett Asset Management, LLC | 2,399 | $1.13M | 0.04% | +1,146+91.5% | Added |
| Intact Investment Management Inc. | 2,400 | $1.13M | 0.05% | +500+26.3% | Added |
| Trueblood Wealth Management, LLC | 2,402 | $1.13M | 0.71% | +2,402 | New |
| Pitcairn Co | 2,422 | $1.14M | 0.08% | −76−3.0% | Reduced |
| 9258 Wealth Management, LLC | 2,435 | $1.15M | 0.20% | +35+1.5% | Added |
| WSFS Capital Management, LLC | 2,439 | $1.15M | 0.07% | −85−3.4% | Reduced |
| Principle Wealth Partners LLC | 2,450 | $1.16M | 0.10% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 2,454 | $1.16M | 0.29% | −9,471−79.4% | Reduced |
| Sendero Wealth Management, LLC | 2,468 | $1.16M | 0.22% | +492+24.9% | Added |
| We Are One Seven, LLC | 2,493 | $1.18M | 0.07% | +343+16.0% | Added |
| Copperleaf Capital, LLC | 2,511 | $1.18M | 1.21% | −85−3.3% | Reduced |
| Cigna Investments Inc | 2,522 | $1.19M | 0.25% | −16−0.6% | Reduced |
| Richwood Investment Advisors, LLC | 2,546 | $1.20M | 1.13% | +20+0.8% | Added |
| Benjamin Edwards Inc | 2,582 | $1.22M | 0.27% | +14+0.5% | Added |
| Sumitomo Life Insurance Co | 2,582 | $1.22M | 0.04% | −135−5.0% | Reduced |
| Checchi Capital Advisers, LLC | 2,589 | $1.22M | 0.10% | +85+3.4% | Added |
| Ameritas Investment Partners, Inc. | 2,611 | $1.23M | 0.05% | −109−4.0% | Reduced |
| Endurant Capital Management LP | 2,627 | $1.24M | 7.10% | −10,874−80.5% | Reduced |
| InTrack Investment Management Inc | 2,628 | $1.24M | 0.93% | +500+23.5% | Added |
| Parallax Volatility Advisers, L.P. | 2,644 | $1.25M | 0.03% | −2,778−51.2% | Reduced |
| Foresight Global Investors, Inc. | 2,645 | $1.25M | 0.72% | −703−21.0% | Reduced |
| Insight Inv LLC | 2,645 | $1.25M | 1.22% | +25+1.0% | Added |
| Knollwood Investment Advisory, LLC | 2,650 | $1.25M | 0.26% | +2,650 | New |
| EP Wealth Advisors, LLC | 2,677 | $1.26M | 0.02% | +284+11.9% | Added |
| Coastal Investment Advisors, Inc. | 2,682 | $1.26M | 0.29% | +5+0.2% | Added |
| National Asset Management, Inc. | 2,683 | $1.27M | 0.03% | −172−6.0% | Reduced |
| Trust Asset Management LLC | 2,711 | $1.28M | 0.12% | −160−5.6% | Reduced |
| Harbert Fund Advisors, Inc. | 2,750 | $1.30M | 0.89% | +2,750 | New |
| Wolverine Trading, LLC | 2,754 | $1.30M | 0.01% | +2,754 | New |
| Y-Intercept (Hong Kong) Ltd | 2,761 | $1.30M | 0.12% | −1,947−41.4% | Reduced |
| Forum Financial Management, LP | 2,785 | $1.31M | 0.02% | −10.0% | Reduced |
| Searle & Co. | 2,790 | $1.32M | 0.36% | −75−2.6% | Reduced |
| King Wealth | 2,793 | $1.32M | 0.25% | −500−15.2% | Reduced |
| HighVista Strategies LLC | 2,795 | $1.32M | 0.48% | +1,395+99.6% | Added |
| Robertson Stephens Wealth Management, LLC | 2,796 | $1.32M | 0.08% | −733−20.8% | Reduced |
| Empower Advisory Group, LLC | 2,804 | $1.32M | 0.01% | +37+1.3% | Added |