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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; 1,614 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 2021

Institutional positions in Elevance Health, Inc. as of Dec 31, 2021. 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
1,375
+181 vs. Q3 2021
Shares held
214.4M
−608.2K (−0.3%) vs. Q3 2021
Total value
$99.3B
+$19.1B (+23.8%) vs. Q3 2021
New holders
241
427 more added
Sold out
60
449 more reduced

27 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: 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.

Institutional holdersQ4 2021: 1,375 institutions
Q1 2021: 1,215 institutionsQ2 2021: 1,239 institutionsQ3 2021: 1,221 institutionsQ4 2021: 1,375 institutionsQ1 2022: 1,424 institutionsQ2 2022: 1,444 institutionsQ3 2022: 1,449 institutionsQ4 2022: 1,551 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,673 institutionsQ2 2024: 1,713 institutionsQ3 2024: 1,703 institutionsQ4 2024: 1,609 institutionsQ1 2025: 1,667 institutionsQ2 2025: 1,596 institutionsQ3 2025: 1,512 institutionsQ4 2025: 1,557 institutionsQ1 2026: 1,473 institutionsQ2 2026: 1,614 institutions
Value heldQ4 2021: $99.3B
Q1 2021: $78.2BQ2 2021: $82.8BQ3 2021: $80.6BQ4 2021: $99.3BQ1 2022: $105.7BQ2 2022: $103.2BQ3 2022: $97.0BQ4 2022: $108.8BQ1 2023: $96.9BQ2 2023: $93.1BQ3 2023: $90.8BQ4 2023: $98.1BQ1 2024: $107.7BQ2 2024: $112.7BQ3 2024: $107.2BQ4 2024: $76.5BQ1 2025: $88.6BQ2 2025: $79.7BQ3 2025: $63.3BQ4 2025: $71.0BQ1 2026: $57.1BQ2 2026: $76.8B
Institutions holding ELV and their total value by quarter
QuarterHoldersValue
Q2 20261,614$76.8B
Q1 20261,473$57.1B
Q4 20251,557$71.0B
Q3 20251,512$63.3B
Q2 20251,596$79.7B
Q1 20251,667$88.6B
Q4 20241,609$76.5B
Q3 20241,703$107.2B
Q2 20241,713$112.7B
Q1 20241,673$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,551$108.8B
Q3 20221,449$97.0B
Q2 20221,444$103.2B
Q1 20221,424$105.7B
Q4 20211,375$99.3B
Q3 20211,221$80.6B
Q2 20211,239$82.8B
Q1 20211,215$78.2B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q3 2021.

Institutions holding ELV in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
WestEnd Advisors, LLC2$9270.00%––
Bellwether Advisors, LLC4$1.00K0.00%−4−50.0%Reduced
Avion Wealth3$1.00K0.00%00.0%Unchanged
TFC Financial Management2$1.00K0.00%00.0%Unchanged
North Star Investment Management Corp.3$1.00K0.00%+3New
Capital Advisors, Ltd. LLC2$1.00K0.00%+2New
Laffer Tengler Investments3$1.41K0.00%00.0%Unchanged
McCarthy Asset Management, Inc.5$2.00K0.00%−5−50.0%Reduced
Gradient Investments LLC4$2.00K0.00%00.0%Unchanged
JNBA Financial Advisors5$2.00K0.00%00.0%Unchanged
Ellis Investment Partners, LLC5$2.00K0.00%+5New
TSFG, LLC4$2.00K0.00%+4New
Confluence Wealth Services, Inc.5$2.00K0.00%+5New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC8$3.00K0.00%00.0%Unchanged
TCTC Holdings, LLC6$3.00K0.00%+6New
Total Clarity Wealth Management, Inc.6$3.00K0.00%+6New
Curi Capital7$3.00K0.00%+7New
Widmann Financial Services, Inc.7$3.00K0.00%+7New
Rise Advisors, LLC7$3.02K0.00%+7New
Thomas White International Ltd8$4.00K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC9$4.00K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC9$4.00K0.00%00.0%Unchanged
Exane Derivatives10$4.63K0.00%−194−95.1%Reduced
CNB Bank11$5.00K0.00%+11New
Elequin Capital LP11$5.00K0.00%+11New
Karlinski Andrew C11$5.00K0.01%+11New
Optiver Holding B.V.17$6.00K0.00%00.0%Unchanged
Edge Wealth Management LLC12$6.00K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC13$6.00K0.00%+5+62.5%Added
Lenox Wealth Advisors, LLC14$6.00K0.00%+13+1,300.0%Added
Pittenger & Anderson Inc13$6.00K0.00%+13New
Albion Financial Group12$6.00K0.00%+12New
Schubert & Co13$6.00K0.01%+13New
Mark Sheptoff Financial Planning, LLC16$7.00K0.00%00.0%Unchanged
Financial Perspectives, Inc16$7.42K0.00%00.0%Unchanged
Globeflex Capital L P18$8.00K0.00%00.0%Unchanged
Lee Financial Co17$8.00K0.00%+2+13.3%Added
Core Wealth Advisors, Inc.18$8.00K0.00%+18New
Neo Ivy Capital Management19$9.00K0.01%−579−96.8%Reduced
Rock Creek Group, LP20$9.00K0.00%−23−53.5%Reduced
McIlrath & Eck, LLC20$9.00K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC20$9.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC20$9.00K0.00%+8+66.7%Added
Morton Brown Family Wealth, LLC22$10.0K0.01%+22New
Sugarloaf Wealth Management, LLC25$12.0K0.00%00.0%Unchanged
Outfitter Financial LLC25$12.0K0.01%+25New
Raffa Wealth Management, LLC27$12.5K0.00%00.0%Unchanged
Bogart Wealth, LLC29$13.0K0.00%00.0%Unchanged
Accel Wealth Management29$13.0K0.01%00.0%Unchanged
NewSquare Capital LLC28$13.0K0.00%00.0%Unchanged
Tortoise Investment Management, LLC28$13.0K0.00%00.0%Unchanged
Norway Savings Bank31$14.0K0.01%00.0%Unchanged
Brewin Dolphin Ltd30$14.0K0.00%00.0%Unchanged
Cornerstone Advisory, LLC30$14.0K0.00%+30New
Ahrens Investment Partners LLC30$14.0K0.01%+30New
Motco32$15.0K0.00%00.0%Unchanged
ClariVest Asset Management LLC33$16.0K0.00%+2+6.5%Added
McCarthy Grittinger Financial Group, LLC36$16.7K0.01%00.0%Unchanged
Dark Forest Capital Management LP36$17.0K0.01%−282−88.7%Reduced
Systematic Financial Management LP36$17.0K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC39$18.0K0.00%+39New
Howe & Rusling Inc40$19.0K0.00%00.0%Unchanged
Webster Bank, N. A.40$19.0K0.00%+40New
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.40$19.0K0.01%+40New
Global Financial Private Client, LLC41$19.0K0.01%00.0%Unchanged
Pinnacle Bancorp, Inc.44$20.0K0.01%−17−27.9%Reduced
Newbridge Financial Services Group, Inc.44$20.0K0.01%+8+22.2%Added
Carmichael Hill & Associates, Inc.45$21.0K0.01%00.0%Unchanged
Itau Unibanco Holding S.A.46$21.0K0.00%+16+53.3%Added
JFS Wealth Advisors, LLC47$22.0K0.00%+24+104.3%Added
Comprehensive Financial Consultants Institutional, Inc.50$22.0K0.01%+50New
Cribstone Capital Management, LLC50$23.0K0.01%00.0%Unchanged
NVWM, LLC49$23.0K0.01%+17+53.1%Added
Contravisory Investment Management, Inc.50$23.0K0.01%+50New
Zullo Investment Group, Inc.49$23.0K0.01%+49New
BerganKDV Wealth Management, LLC53$24.0K0.00%+1+1.9%Added
Carolinas Wealth Consulting LLC51$24.0K0.01%00.0%Unchanged
Proffitt & Goodson Inc53$25.0K0.00%−23−30.3%Reduced
Focused Wealth Management, Inc57$26.0K0.00%00.0%Unchanged
Alaethes Wealth LLC56$26.0K0.02%00.0%Unchanged
Tompkins Financial Corp59$27.0K0.00%00.0%Unchanged
TD Capital Management LLC58$27.0K0.00%00.0%Unchanged
Versant Capital Management, Inc62$29.0K0.01%00.0%Unchanged
Field & Main Bank65$30.0K0.02%00.0%Unchanged
Ogorek Anthony Joseph68$31.0K0.01%00.0%Unchanged
Acima Private Wealth, LLC66$31.0K0.01%00.0%Unchanged
Trust Co of Vermont67$31.0K0.00%+67New
Laurel Wealth Advisors LLC70$32.0K0.01%00.0%Unchanged
RWM Asset Management, LLC69$32.0K0.01%00.0%Unchanged
Emfo, LLC70$32.0K0.03%00.0%Unchanged
Prestige Wealth Management Group LLC73$34.0K0.01%−24−24.7%Reduced
Canton Hathaway, LLC74$34.0K0.01%00.0%Unchanged
Baystate Wealth Management LLC73$34.0K0.00%00.0%Unchanged
Toth Financial Advisory Corp75$35.0K0.00%−175−70.0%Reduced
Financial Management Professionals, Inc.78$36.0K0.01%−11−12.4%Reduced
Castleview Partners, LLC16,687$36.0K0.00%+16,687New
Hartford Financial Management Inc.80$37.0K0.01%00.0%Unchanged
MV Capital Management, Inc.84$39.0K0.01%+8+10.5%Added
Key Financial Inc87$40.0K0.02%00.0%Unchanged
Charter Oak Capital Management, LLC87$40.0K0.00%00.0%Unchanged