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 |
|---|---|---|---|---|---|
| Stableford Capital II LLC | 2,320 | $1.12M | 0.48% | +27+1.2% | Added |
| Souders Financial Advisors | 2,364 | $1.11M | 0.19% | +4+0.2% | Added |
| SeaCrest Wealth Management, LLC | 2,310 | $1.11M | 0.14% | +95+4.3% | Added |
| CSS LLC | 2,350 | $1.11M | 0.09% | +500+27.0% | Added |
| Hillsdale Investment Management Inc. | 2,324 | $1.10M | 0.09% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 2,316 | $1.09M | 0.43% | −41−1.7% | Reduced |
| Scissortail Wealth Management, LLC | 2,240 | $1.09M | 0.35% | +2,240 | New |
| Thoroughbred Financial Services, LLC | 2,288 | $1.08M | 0.09% | −9−0.4% | Reduced |
| Qtron Investments LLC | 2,284 | $1.08M | 0.18% | +429+23.1% | Added |
| Herold Advisors, Inc. | 2,282 | $1.08M | 0.30% | −67−2.9% | Reduced |
| Fortem Financial Group, LLC | 2,276 | $1.07M | 0.53% | +569+33.3% | Added |
| Central Trust Co | 2,263 | $1.07M | 0.03% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,262 | $1.07M | 0.03% | +696+44.4% | Added |
| Asset Dedication, LLC | 2,264 | $1.06M | 0.09% | +263+13.1% | Added |
| TownSquare Capital, LLC | 2,256 | $1.06M | 0.02% | +66+3.0% | Added |
| Quadrant Capital Group LLC | 2,250 | $1.06M | 0.09% | +215+10.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,233 | $1.05M | 0.13% | +10.0% | Added |
| 1st Source Bank | 2,222 | $1.05M | 0.06% | −73−3.2% | Reduced |
| Romano Brothers and Company | 2,221 | $1.05M | 0.16% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 2,221 | $1.05M | 0.04% | −236−9.6% | Reduced |
| Clarius Group, LLC | 2,217 | $1.05M | 0.09% | −21−0.9% | Reduced |
| Continuum Advisory, LLC | 2,218 | $1.05M | 0.15% | −168−7.0% | Reduced |
| Mutual Advisors, LLC | 2,209 | $1.04M | 0.04% | −6−0.3% | Reduced |
| Barlow Wealth Partners, Inc. | 2,177 | $1.03M | 0.15% | +2,177 | New |
| Machina Capital S.A.S. | 2,155 | $1.02M | 0.66% | −1,510−41.2% | Reduced |
| Bard Financial Services, Inc. | 2,150 | $1.01M | 0.11% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 2,145 | $1.01M | 0.35% | −17−0.8% | Reduced |
| Penserra Capital Management LLC | 2,130 | $1.00M | 0.02% | −426−16.7% | Reduced |
| Moors & Cabot, Inc. | 2,126 | $1.00M | 0.06% | +89+4.4% | Added |
| JT Stratford LLC | 2,124 | $1.00M | 0.23% | −5−0.2% | Reduced |
| Retirement Guys Formula LLC | 2,115 | $997.3K | 0.53% | +212+11.1% | Added |
| United Community Bank | 2,102 | $991.2K | 0.42% | +692+49.1% | Added |
| Cypress Capital Group | 2,096 | $988.4K | 0.13% | −226−9.7% | Reduced |
| Delphi Management Inc | 2,095 | $988.0K | 0.91% | −4−0.2% | Reduced |
| Vanguard Capital Wealth Advisors | 2,093 | $987.1K | 0.80% | +6+0.3% | Added |
| Roundview Capital LLC | 2,081 | $981.3K | 0.09% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 2,077 | $979.5K | 0.16% | −85−3.9% | Reduced |
| Congress Wealth Management LLC | 2,073 | $977.8K | 0.02% | +359+20.9% | Added |
| Taylor Financial Group, Inc. | 2,065 | $973.8K | 0.80% | +2,065 | New |
| Fiduciary Trust Co | 2,059 | $970.9K | 0.02% | +190+10.2% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,057 | $970.0K | 0.02% | +2,057 | New |
| Glenview Trust Co | 2,053 | $968.1K | 0.02% | +713+53.2% | Added |
| Financial Counselors Inc | 2,047 | $965.3K | 0.02% | −237−10.4% | Reduced |
| Snowden Capital Advisors LLC | 2,041 | $962.5K | 0.04% | −242−10.6% | Reduced |
| Willner & Heller, LLC | 2,039 | $961.7K | 1.07% | +2,039 | New |
| Gratus Wealth Advisors, LLC | 2,035 | $959.6K | 0.19% | +2,035 | New |
| RFG Advisory, LLC | 2,034 | $959.3K | 0.04% | +520+34.3% | Added |
| Donaldson Capital Management, LLC | 2,024 | $954.6K | 0.04% | −421−17.2% | Reduced |
| Oak Thistle LLC | 2,022 | $953.5K | 0.27% | −3,351−62.4% | Reduced |
| Perigon Wealth Management, LLC | 2,018 | $951.6K | 0.03% | +157+8.4% | Added |
| Hohimer Wealth Management, LLC | 2,013 | $949.3K | 0.24% | +19+1.0% | Added |
| Pacific Global Investment Management CO | 2,011 | $948.3K | 0.19% | +44+2.2% | Added |
| Harbor Investment Advisory, LLC | 2,006 | $945.9K | 0.11% | −146−6.8% | Reduced |
| Mission Wealth Management, LP | 2,003 | $944.4K | 0.03% | +29+1.5% | 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 |
| Strategic Advisors LLC | 1,999 | $942.6K | 0.18% | +1+0.1% | Added |
| Foster & Motley Inc | 1,996 | $941.0K | 0.07% | −84−4.0% | Reduced |
| Paloma Partners Management Co | 1,992 | $939.3K | 0.15% | +1,950+4,642.9% | Added |
| Graypoint LLC | 1,981 | $934.0K | 0.08% | +297+17.6% | Added |
| Cidel Asset Management Inc | 1,978 | $932.7K | 0.04% | +1,978 | New |
| Frisch Financial Group, Inc. | 1,975 | $931.0K | 0.35% | −17−0.9% | Reduced |
| Austin Private Wealth, LLC | 1,965 | $926.6K | 0.12% | +1,965 | New |
| Summit Trail Advisors, LLC | 1,964 | $926.1K | 0.03% | −58−2.9% | Reduced |
| Rehmann Capital Advisory Group | 1,951 | $920.2K | 0.08% | +114+6.2% | Added |
| Balentine LLC | 1,948 | $918.4K | 0.03% | −386−16.5% | Reduced |
| UniSuper Management Pty Ltd | 1,939 | $914.4K | 0.01% | −1,607−45.3% | Reduced |
| Sanders Morris Harris LLC | 1,900 | $909.4K | 0.45% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,869 | $904.4K | 0.05% | −87−4.4% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 1,917 | $904.0K | 0.03% | −134−6.5% | Reduced |
| Bremer Bank National Association | 1,916 | $903.5K | 0.17% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 1,906 | $898.9K | 0.55% | −201−9.5% | Reduced |
| Inceptionr LLC | 1,902 | $896.9K | 0.64% | +1,902 | New |
| New England Research & Management, Inc. | 1,900 | $896.0K | 0.47% | −35−1.8% | Reduced |
| Ballentine Partners, LLC | 1,896 | $894.1K | 0.02% | −37−1.9% | Reduced |
| Leonteq Securities AG | 1,895 | $893.6K | 0.11% | +135+7.7% | Added |
| Analyst IMS Investment Management Services Ltd. | 1,894 | $893.0K | 0.05% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1,874 | $884.0K | 0.07% | +19+1.0% | Added |
| Procyon Private Wealth Partners, LLC | 1,870 | $882.0K | 0.07% | +168+9.9% | Added |
| Merit Financial Group, LLC | 1,864 | $878.8K | 0.03% | −926−33.2% | Reduced |
| Verus Financial Partners, Inc. | 1,807 | $874.4K | 0.11% | −48−2.6% | Reduced |
| Oxford Financial Group Ltd | 1,844 | $869.6K | 0.06% | +5+0.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,819 | $857.8K | 0.00% | +350+23.8% | Added |
| Alpha DNA Investment Management LLC | 1,819 | $857.6K | 0.51% | −2,919−61.6% | Reduced |
| Seeds Investor LLC | 1,813 | $854.8K | 0.97% | +1,813 | New |
| Naviter Wealth, LLC | 1,808 | $852.6K | 0.17% | +390+27.5% | Added |
| Outlook Wealth Advisors, LLC | 1,801 | $849.4K | 0.30% | −301−14.3% | Reduced |
| Wedmont Private Capital | 1,767 | $848.2K | 0.07% | +536+43.5% | Added |
| Concord Wealth Partners | 1,794 | $846.2K | 0.17% | +1,083+152.3% | Added |
| Buckingham Strategic Wealth, LLC | 1,794 | $845.8K | 0.01% | −15−0.8% | Reduced |
| Erste Asset Management GmbH | 1,778 | $833.3K | 0.01% | +289+19.4% | Added |
| Mach-1 Financial Group, Inc. | 1,764 | $831.7K | 0.32% | −2,887−62.1% | Reduced |
| Vise Technologies, Inc. | 1,758 | $829.0K | 0.18% | +7+0.4% | Added |
| NorthRock Partners, LLC | 1,757 | $828.5K | 0.03% | +751+74.7% | Added |
| Defined Wealth Management, LLC | 1,756 | $828.1K | 0.63% | +3+0.2% | Added |
| Conning Inc. | 1,745 | $822.9K | 0.03% | −10−0.6% | Reduced |
| Salomon & Ludwin, LLC | 1,881 | $819.0K | 0.09% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,717 | $809.8K | 0.36% | −26−1.5% | Reduced |
| Beacon Financial Group | 1,715 | $808.8K | 0.10% | +112+7.0% | Added |
| Jarislowsky, Fraser Ltd | 1,715 | $808.7K | 0.00% | +1,715 | New |