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 | 1,702 | $107.2B |
| Q2 2024 | 1,712 | $112.7B |
| Q1 2024 | 1,672 | $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 | 1,550 | $108.8B |
| Q3 2022 | 1,448 | $97.0B |
| Q2 2022 | 1,443 | $103.2B |
| Q1 2022 | 1,423 | $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 |
|---|---|---|---|---|---|
| McLean Asset Management Corp | 1,680 | $806.3K | 0.30% | +1+0.1% | Added |
| McElhenny Sheffield Capital Management, LLC | 1,707 | $805.0K | 0.33% | +1,147+204.8% | Added |
| Genesee Capital Advisors, LLC | 1,696 | $799.5K | 0.49% | +135+8.6% | Added |
| Clearstead Advisors, LLC | 1,687 | $795.5K | 0.04% | −829−32.9% | Reduced |
| Busey Wealth Management | 1,676 | $790.3K | 0.03% | −163−8.9% | Reduced |
| Smithbridge Asset Management Inc | 1,675 | $790.0K | 0.18% | −34−2.0% | Reduced |
| Evermay Wealth Management LLC | 1,658 | $781.8K | 0.14% | −2−0.1% | Reduced |
| Detalus Advisors, LLC | 1,653 | $779.6K | 0.31% | +36+2.2% | Added |
| Eqis Capital Management, Inc. | 1,649 | $777.8K | 0.06% | −14−0.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,647 | $776.8K | 0.01% | +547+49.7% | Added |
| Twin Capital Management Inc | 1,644 | $775.2K | 0.10% | −61−3.6% | Reduced |
| Brogan Financial, Inc. | 1,640 | $773.5K | 0.57% | +5+0.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,635 | $771.0K | 0.09% | +98+6.4% | Added |
| GAMMA Investing LLC | 1,554 | $766.8K | 0.21% | +1,554 | New |
| J. W. Coons Advisors, LLC | 1,615 | $761.6K | 0.21% | 00.0% | Unchanged |
| Brookstone Capital Management | 1,608 | $758.3K | 0.01% | +102+6.8% | Added |
| Money Concepts Capital Corp | 1,595 | $756.7K | 0.07% | −17−1.1% | Reduced |
| Terry L. Blaker | 1,602 | $755.4K | 0.06% | −2−0.1% | Reduced |
| Systematic Alpha Investments, LLC | 1,597 | $753.1K | 0.03% | 00.0% | Unchanged |
| First Foundation Advisors | 1,580 | $745.1K | 0.03% | −1,560−49.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,580 | $745.1K | 0.13% | +230+17.0% | Added |
| BlueCrest Capital Management Ltd | 1,574 | $742.2K | 0.12% | +1,574 | New |
| Compass Wealth Management LLC | 1,568 | $739.4K | 0.21% | −25−1.6% | Reduced |
| Michael B. Yongue | 1,565 | $738.0K | 0.66% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 1,563 | $737.1K | 0.21% | +240+18.1% | Added |
| ROI Financial Advisors, LLC | 1,563 | $737.0K | 0.61% | +1,563 | New |
| Kapstone Financial Advisors LLC | 1,528 | $734.1K | 0.58% | +42+2.8% | Added |
| Thomasville National Bank | 1,555 | $733.3K | 0.07% | +5+0.3% | Added |
| Nilsine Partners, LLC | 1,551 | $731.4K | 0.11% | +48+3.2% | Added |
| Fidelis Capital Partners, LLC | 1,544 | $728.1K | 0.16% | +232+17.7% | Added |
| Plancorp, LLC | 1,544 | $728.1K | 0.03% | +77+5.2% | Added |
| Linden Thomas Advisory Services, LLC | 1,542 | $727.1K | 0.14% | +106+7.4% | Added |
| Tobam | 1,541 | $727.0K | 0.06% | −689−30.9% | Reduced |
| Hollencrest Capital Management | 1,537 | $724.8K | 0.07% | −42−2.7% | Reduced |
| Valmark Advisers, Inc. | 1,529 | $721.1K | 0.01% | −59−3.7% | Reduced |
| Petrus Trust Company, LTA | 1,529 | $721.0K | 0.07% | −951−38.3% | Reduced |
| Middleton & Co Inc | 1,525 | $719.1K | 0.09% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,519 | $716.3K | 0.08% | −23−1.5% | Reduced |
| Neo Ivy Capital Management | 1,516 | $715.0K | 1.60% | +1,516 | New |
| Indie Asset Partners, LLC | 1,513 | $713.6K | 0.64% | −95−5.9% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 1,511 | $712.5K | 1.44% | +1,511 | New |
| Belpointe Asset Management LLC | 1,501 | $708.3K | 0.06% | −605−28.7% | Reduced |
| 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 |
| Legacy Financial Advisors, Inc. | 1,496 | $705.4K | 0.14% | +423+39.4% | Added |
| SageView Advisory Group, LLC | 1,416 | $697.0K | 0.03% | +739+109.2% | Added |
| Advisors Capital Management, LLC | 1,475 | $696.0K | 0.01% | +1,475 | New |
| Silver Oak Securities, Inc | 1,474 | $694.9K | 0.09% | +1,272+629.7% | Added |
| Northern Financial Advisors Inc | 1,466 | $691.3K | 0.58% | +132+9.9% | Added |
| Wesbanco Bank Inc | 1,464 | $690.4K | 0.04% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 1,457 | $687.1K | 0.31% | −57−3.8% | Reduced |
| Miracle Mile Advisors, LLC | 1,446 | $681.7K | 0.02% | −1,695−54.0% | Reduced |
| Prudent Man Advisors, LLC | 1,442 | $680.0K | 0.25% | −93−6.1% | Reduced |
| Private Trust Co NA | 1,437 | $677.4K | 0.08% | −35−2.4% | Reduced |
| Okabena Investment Services Inc | 1,436 | $677.2K | 0.26% | −78−5.2% | Reduced |
| Premier Path Wealth Partners, LLC | 1,436 | $676.9K | 0.15% | +1,436 | New |
| Quent Capital, LLC | 1,428 | $673.2K | 0.09% | +117+8.9% | Added |
| Entropy Technologies, LP | 1,420 | $669.6K | 0.12% | +1,420 | New |
| Wealth Management Associates, Inc. | 1,415 | $667.3K | 0.35% | +56+4.1% | Added |
| Citizens Financial Group Inc | 1,409 | $664.3K | 0.02% | +273+24.0% | Added |
| Arden Trust Co | 1,402 | $661.1K | 0.10% | −34−2.4% | Reduced |
| Fielder Capital Group LLC | 1,401 | $660.7K | 0.40% | +1,401 | New |
| Carnegie Capital Asset Management, LLC | 1,401 | $660.5K | 0.02% | +1,401 | New |
| Stony Point Wealth Management Inc. | 1,400 | $660.0K | 0.31% | −25−1.8% | Reduced |
| Atlas Private Wealth Advisors | 1,396 | $657.9K | 0.12% | +6+0.4% | Added |
| Shelton Capital Management | 1,390 | $655.5K | 0.02% | −81−5.5% | Reduced |
| Beirne Wealth Consulting Services, LLC | 1,379 | $651.0K | 0.32% | +1,379 | New |
| Apella Capital, LLC | 1,341 | $650.3K | 0.04% | +3+0.2% | Added |
| Tranquilli Financial Advisor LLC | 1,370 | $646.0K | 0.46% | −108−7.3% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,364 | $643.0K | 0.31% | +1+0.1% | Added |
| Concord Asset Management, LLC | 1,362 | $642.3K | 0.19% | +1,362 | New |
| Banco BTG Pactual S.A. | 1,350 | $632.7K | 0.14% | +150+12.5% | Added |
| Wealth Alliance | 1,337 | $630.7K | 0.09% | −6−0.4% | Reduced |
| Keystone Financial Group | 1,336 | $630.0K | 0.11% | −69−4.9% | Reduced |
| Concurrent Investment Advisors, LLC | 1,335 | $629.2K | 0.03% | +1,335 | New |
| 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 |
| Altfest L J & Co Inc | 1,324 | $625.0K | 0.09% | +68+5.4% | Added |
| Douglass Winthrop Advisors, LLC | 1,325 | $624.8K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,322 | $623.4K | 0.02% | +120+10.0% | Added |
| Salem Investment Counselors Inc | 1,311 | $618.2K | 0.02% | +83+6.8% | Added |
| Exchange Traded Concepts, LLC | 1,310 | $617.7K | 0.02% | +1+0.1% | Added |
| Blueshift Asset Management, LLC | 1,302 | $614.0K | 0.33% | −530−28.9% | Reduced |
| Constitution Capital LLC | 1,300 | $613.0K | 0.37% | −300−18.8% | Reduced |
| Kapitalo Investimentos Ltda | 1,293 | $609.7K | 0.13% | +374+40.7% | 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 |
| Baxter Bros Inc | 1,284 | $605.5K | 0.08% | +184+16.7% | Added |
| PEAK6 Investments LLC | 1,282 | $604.3K | 0.03% | +763+147.0% | Added |
| Agf Management Ltd | 1,279 | $603.1K | 0.00% | −333−20.7% | Reduced |
| Spectrum Wealth Counsel, LLC | 973 | $600.3K | 0.08% | +973 | New |
| Donoghue Forlines LLC | 1,271 | $599.4K | 0.19% | −422−24.9% | Reduced |
| Solidarilty Wealth, LLC | 1,268 | $597.9K | 0.22% | −2,500−66.3% | 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 |
| Joel Isaacson & Co., LLC | 1,245 | $587.1K | 0.04% | −110−8.1% | Reduced |
| RSM US Wealth Management LLC | 1,242 | $585.8K | 0.02% | +1,242 | New |
| Pathway Financial Advisers, LLC | 1,239 | $584.4K | 0.22% | +74+6.4% | Added |
| Meridian Wealth Management, LLC | 1,235 | $582.4K | 0.04% | −1,171−48.7% | Reduced |
| Harbour Investments, Inc. | 1,235 | $582.2K | 0.02% | +30+2.5% | Added |