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 |
|---|---|---|---|---|---|
| Cetera Trust Company, N.A | 5,592 | $2.64M | 1.64% | +5,592 | New |
| Quantinno Capital Management LP | 5,564 | $2.62M | 0.09% | +1,263+29.4% | Added |
| Avantax Advisory Services, Inc. | 5,562 | $2.62M | 0.03% | +742+15.4% | Added |
| Wright Investors Service Inc | 5,551 | $2.62M | 0.74% | −2,739−33.0% | Reduced |
| Blair William & Co | 5,524 | $2.61M | 0.01% | −852−13.4% | Reduced |
| Gluskin Sheff & Assoc Inc | 5,503 | $2.59M | 0.26% | −1,617−22.7% | Reduced |
| AIA Group Ltd | 5,445 | $2.57M | 0.11% | −2,023−27.1% | Reduced |
| Connectus Wealth, LLC | 5,396 | $2.56M | 0.05% | −3,490−39.3% | Reduced |
| Legato Capital Management LLC | 5,427 | $2.56M | 0.33% | 00.0% | Unchanged |
| Bangor Savings Bank | 5,376 | $2.54M | 0.28% | +46+0.9% | Added |
| Old National Bancorp | 5,342 | $2.52M | 0.07% | +110+2.1% | Added |
| Public Sector Pension Investment Board | 5,321 | $2.51M | 0.02% | −19,921−78.9% | Reduced |
| Essex Financial Services, Inc. | 5,281 | $2.49M | 0.26% | +403+8.3% | Added |
| Keudell/Morrison Wealth Management | 5,280 | $2.49M | 0.82% | +6+0.1% | Added |
| Regions Financial Corp | 5,277 | $2.49M | 0.02% | −311−5.6% | Reduced |
| Raymond James Trust N.A. | 5,245 | $2.47M | 0.07% | +55+1.1% | Added |
| Te Ahumairangi Investment Management Ltd | 5,228 | $2.46M | 0.47% | +5,228 | New |
| Stonebridge Capital Advisors LLC | 5,221 | $2.46M | 0.25% | +130+2.6% | Added |
| Allen Investment Management LLC | 5,221 | $2.46M | 0.03% | −16−0.3% | Reduced |
| Toth Financial Advisory Corp | 5,193 | $2.45M | 0.33% | +1,911+58.2% | Added |
| Legacy Trust | 5,189 | $2.45M | 0.64% | 00.0% | Unchanged |
| Greenfield Savings Bank | 5,153 | $2.43M | 1.41% | +25+0.5% | Added |
| Unique Wealth Strategies, LLC | 5,129 | $2.42M | 1.61% | +5,129 | New |
| Valeo Financial Advisors, LLC | 5,075 | $2.39M | 0.10% | +10.0% | Added |
| Sapient Capital LLC | 5,068 | $2.39M | 0.06% | +5,068 | New |
| Great Valley Advisor Group, Inc. | 5,040 | $2.38M | 0.08% | −498−9.0% | Reduced |
| Community Bank, N.A. | 5,004 | $2.36M | 0.31% | +566+12.8% | Added |
| Lakeview Capital Partners, LLC | 4,996 | $2.36M | 0.42% | −550−9.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,996 | $2.36M | 0.13% | +133+2.7% | Added |
| Atria Wealth Solutions, Inc. | 4,928 | $2.32M | 0.03% | +134+2.8% | Added |
| Delta Capital Management LLC | 4,920 | $2.32M | 1.62% | −10−0.2% | Reduced |
| Intrust Bank NA | 4,896 | $2.31M | 0.27% | +382+8.5% | Added |
| Level Four Advisory Services, LLC | 4,834 | $2.28M | 0.13% | −399−7.6% | Reduced |
| Oak Associates, Ltd | 4,833 | $2.28M | 0.17% | +507+11.7% | Added |
| Malaga Cove Capital, LLC | 4,822 | $2.27M | 0.96% | −18−0.4% | Reduced |
| Johnson Investment Counsel Inc | 4,791 | $2.26M | 0.03% | +607+14.5% | Added |
| Nomura Holdings Inc | 4,782 | $2.25M | 0.02% | +4,782 | New |
| M&G Investments (USA) Inc. | 4,765 | $2.25M | 2.22% | +4,765 | New |
| Jackson Wealth Management, LLC | 4,743 | $2.24M | 0.29% | −97−2.0% | Reduced |
| Lecap Asset Management Ltd | 4,740 | $2.24M | 0.81% | +4,740 | New |
| Harfst & Associates, Inc. | 4,711 | $2.22M | 0.59% | −108−2.2% | Reduced |
| Savant Capital, LLC | 4,690 | $2.21M | 0.03% | +30+0.6% | Added |
| Clear Rock Advisors, LLC | 4,350 | $2.20M | 1.00% | +4,350 | New |
| Accurate Wealth Management, LLC | 4,545 | $2.19M | 0.68% | −153−3.3% | Reduced |
| Atlas Capital Advisors LLC | 4,621 | $2.18M | 0.32% | +170+3.8% | Added |
| Sabal Trust CO | 4,597 | $2.17M | 0.13% | +1,053+29.7% | Added |
| Bragg Financial Advisors, Inc | 4,596 | $2.17M | 0.10% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 4,587 | $2.16M | 0.56% | +510+12.5% | Added |
| Steward Partners Investment Advisory, LLC | 4,577 | $2.16M | 0.03% | +840+22.5% | Added |
| Advisory Services Network, LLC | 4,576 | $2.16M | 0.05% | −774−14.5% | Reduced |
| Anchor Investment Management, LLC | 4,551 | $2.15M | 0.25% | +1,142+33.5% | Added |
| Pettyjohn, Wood & White, Inc | 4,549 | $2.15M | 0.46% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 4,531 | $2.14M | 0.36% | +4,531 | New |
| Dynamic Advisor Solutions LLC | 4,450 | $2.14M | 0.08% | +328+8.0% | Added |
| Heritage Wealth Advisors | 4,472 | $2.11M | 0.10% | −527−10.5% | Reduced |
| Bleakley Financial Group, LLC | 4,458 | $2.10M | 0.07% | +262+6.2% | Added |
| Sawtooth Solutions, LLC | 4,454 | $2.10M | 0.06% | +258+6.1% | Added |
| Intellectus Partners, LLC | 4,440 | $2.09M | 0.60% | +1,171+35.8% | Added |
| Ritholtz Wealth Management | 4,439 | $2.09M | 0.08% | −824−15.7% | Reduced |
| GTS Securities LLC | 4,417 | $2.08M | 0.05% | +2,490+129.2% | Added |
| Hofer & Associates. Inc | 4,385 | $2.07M | 1.92% | +146+3.4% | Added |
| AMG National Trust Bank | 4,370 | $2.06M | 0.06% | −122−2.7% | Reduced |
| CAPROCK Group, Inc. | 4,360 | $2.06M | 0.13% | −39−0.9% | Reduced |
| Lederer & Associates Investment Counsel | 4,310 | $2.03M | 1.50% | −49−1.1% | Reduced |
| Horizon Investment Services, LLC | 4,248 | $2.00M | 1.08% | −466−9.9% | Reduced |
| Cornercap Investment Counsel Inc | 4,237 | $2.00M | 0.33% | −79−1.8% | Reduced |
| Cipher Capital LP | 4,216 | $1.99M | 0.64% | +1,324+45.8% | Added |
| Clough Capital Partners L P | 4,199 | $1.98M | 0.22% | −801−16.0% | Reduced |
| Paralel Advisors LLC | 4,160 | $1.96M | 0.10% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 4,136 | $1.95M | 0.09% | −121−2.8% | Reduced |
| Tufton Capital Management | 4,124 | $1.94M | 0.41% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 4,070 | $1.92M | 1.78% | −63−1.5% | Reduced |
| Pensionfund Sabic | 4,050 | $1.91M | 0.60% | 00.0% | Unchanged |
| Csenge Advisory Group | 4,042 | $1.91M | 0.12% | −155−3.7% | Reduced |
| Signaturefd, LLC | 4,033 | $1.90M | 0.04% | −62−1.5% | Reduced |
| Vista Investment Management | 4,032 | $1.90M | 0.88% | +134+3.4% | Added |
| Profund Advisors LLC | 4,018 | $1.89M | 0.08% | +367+10.1% | Added |
| Advisors Asset Management, Inc. | 4,008 | $1.89M | 0.04% | −354−8.1% | Reduced |
| Zurich Insurance Group Ltd | 4,000 | $1.89M | 0.02% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 3,987 | $1.88M | 0.15% | −3,057−43.4% | Reduced |
| Peoples Bank | 3,950 | $1.86M | 1.49% | −32−0.8% | Reduced |
| Sterling Investment Management, Inc. | 3,948 | $1.86M | 1.37% | −92−2.3% | Reduced |
| Brighton Jones LLC | 3,948 | $1.86M | 0.08% | −3−0.1% | Reduced |
| Evergreen Wealth Management, LLC | 3,935 | $1.86M | 1.36% | +102+2.7% | Added |
| Channing Global Advisors, LLC | 3,925 | $1.85M | 1.44% | −1,057−21.2% | Reduced |
| Desjardins Global Asset Management Inc. | 3,922 | $1.85M | 0.20% | +44+1.1% | Added |
| FRG Family Wealth Advisors LLC | 3,870 | $1.82M | 0.37% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,858 | $1.82M | 0.21% | −44−1.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,846 | $1.81M | 0.93% | −103−2.6% | Reduced |
| Capstone Investment Advisors, LLC | 3,839 | $1.81M | 0.03% | −2,474−39.2% | Reduced |
| Strategic Financial Services, Inc, | 3,837 | $1.81M | 0.13% | −553−12.6% | Reduced |
| Balyasny Asset Management LLC | 3,801 | $1.79M | 0.00% | −87−2.2% | Reduced |
| Chesley Taft & Associates LLC | 3,766 | $1.78M | 0.10% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 3,763 | $1.77M | 0.48% | +3,763 | New |
| Marex Group plc | 3,735 | $1.76M | 0.07% | +3,735 | New |
| Lincoln National Corp | 3,725 | $1.76M | 0.03% | +492+15.2% | Added |
| Aigen Investment Management, LP | 3,717 | $1.75M | 0.31% | −1,968−34.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,715 | $1.75M | 0.46% | −10.0% | Reduced |
| Violich Capital Management, Inc. | 3,700 | $1.75M | 0.28% | −70−1.9% | Reduced |
| Alberta Investment Management Corp | 3,700 | $1.74M | 0.02% | 00.0% | Unchanged |