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 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
- +180 vs. Q3 2021
- Shares held
- 214.4M
- −608.6K (−0.3%) vs. Q3 2021
- Total value
- $99.3B
- +$19.1B (+23.8%) vs. Q3 2021
- New holders
- 241
- 427 more added
- Sold out
- 61
- 449 more reduced
26 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.
| 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 2021
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Great Lakes Advisors, LLC | 8,141 | $3.77M | 0.06% | +488+6.4% | Added |
| Rafferty Asset Management, LLC | 8,159 | $3.78M | 0.02% | +385+5.0% | Added |
| Steadfast Capital Management (UK) Ltd. | 8,241 | $3.82M | 4.59% | +2,817+51.9% | Added |
| Synovus Financial Corp | 8,298 | $3.85M | 0.04% | +223+2.8% | Added |
| Veritable, L.P. | 8,373 | $3.88M | 0.06% | −273−3.2% | Reduced |
| Asio Capital, LLC | 8,427 | $3.91M | 1.22% | +480+6.0% | Added |
| Paloma Partners Management Co | 8,495 | $3.94M | 0.13% | +8,495 | New |
| Cresset Asset Management, LLC | 8,527 | $3.95M | 0.04% | +607+7.7% | Added |
| AE Wealth Management LLC | 8,587 | $3.98M | 0.03% | +1,176+15.9% | Added |
| Regions Financial Corp | 8,614 | $3.99M | 0.03% | +105+1.2% | Added |
| GWM Advisors LLC | 8,639 | $4.00M | 0.06% | +3,390+64.6% | Added |
| Tocqueville Asset Management L.P. | 8,692 | $4.03M | 0.06% | −35−0.4% | Reduced |
| United Capital Financial Advisers, LLC | 8,715 | $4.04M | 0.02% | +21+0.2% | Added |
| Pavadi Capital LLC | 8,876 | $4.11M | 3.12% | +8,876 | New |
| Benedict Financial Advisors Inc | 8,968 | $4.16M | 1.08% | −181−2.0% | Reduced |
| Transform Wealth, LLC | 8,970 | $4.16M | 0.43% | −108−1.2% | Reduced |
| Advisor Partners LLC | 8,983 | $4.16M | 0.25% | +286+3.3% | Added |
| Tandem Capital Management Corp | 9,075 | $4.21M | 2.43% | +35+0.4% | Added |
| Icon Advisers Inc | 9,100 | $4.22M | 0.68% | 00.0% | Unchanged |
| Keybank National Association | 9,177 | $4.25M | 0.02% | −480−5.0% | Reduced |
| GHP Investment Advisors, Inc. | 9,214 | $4.27M | 0.30% | +1,128+14.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 9,314 | $4.32M | 0.17% | −180−1.9% | Reduced |
| Moody National Bank Trust Division | 9,390 | $4.35M | 0.13% | −30,350−76.4% | Reduced |
| Sepio Capital, LP | 9,429 | $4.37M | 0.33% | −3,294−25.9% | Reduced |
| Ethic Inc. | 9,452 | $4.38M | 0.34% | +1,654+21.2% | Added |
| KCM Investment Advisors LLC | 9,520 | $4.41M | 0.15% | +204+2.2% | Added |
| Cornerstone Wealth Group, LLC | 9,582 | $4.44M | 0.76% | +283+3.0% | Added |
| YHB Investment Advisors, Inc. | 9,687 | $4.49M | 0.36% | 00.0% | Unchanged |
| Narwhal Capital Management | 9,722 | $4.51M | 0.51% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 9,870 | $4.58M | 3.29% | +581+6.3% | Added |
| BancorpSouth Bank | 9,949 | $4.61M | 0.58% | +128+1.3% | Added |
| Altrinsic Global Advisors LLC | 10,100 | $4.68M | 0.15% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 10,228 | $4.74M | 0.42% | +8,979+718.9% | Added |
| Kestra Advisory Services, LLC | 10,460 | $4.85M | 0.05% | −8,934−46.1% | Reduced |
| Mill Capital Management, LLC | 10,478 | $4.86M | 0.50% | +10,478 | New |
| West Family Investments, Inc. | 10,512 | $4.87M | 1.37% | −10,488−49.9% | Reduced |
| Armstrong Shaw Associates Inc | 10,657 | $4.94M | 4.02% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 10,747 | $4.98M | 0.06% | +580+5.7% | Added |
| Winmill & Co. Inc | 10,790 | $5.00M | 1.44% | 00.0% | Unchanged |
| Bank of the West | 10,815 | $5.01M | 0.47% | −826−7.1% | Reduced |
| Bailard, Inc. | 10,828 | $5.02M | 0.16% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 10,851 | $5.03M | 0.13% | +1,447+15.4% | Added |
| Peapack Gladstone Financial Corp | 10,874 | $5.04M | 0.10% | −109−1.0% | Reduced |
| Duality Advisers, LP | 10,981 | $5.09M | 0.55% | +10,981 | New |
| Institutional & Family Asset Management, LLC | 11,052 | $5.12M | 0.80% | −1,302−10.5% | Reduced |
| Toroso Investments, LLC | 11,061 | $5.13M | 0.16% | +7,268+191.6% | Added |
| Richard Bernstein Advisors LLC | 11,101 | $5.15M | 0.10% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 11,299 | $5.24M | 0.04% | −1,939−14.6% | Reduced |
| Coastline Trust Co | 11,430 | $5.30M | 0.60% | +500+4.6% | Added |
| Dowling & Yahnke LLC | 11,649 | $5.40M | 0.26% | +251+2.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 11,839 | $5.49M | 0.27% | +4,084+52.7% | Added |
| E. Ohman J:or Asset Management AB | 11,900 | $5.52M | 0.16% | +900+8.2% | Added |
| Dixon Hubard Feinour & Brown Inc | 11,908 | $5.52M | 0.53% | +10,737+916.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 12,026 | $5.58M | 0.11% | −198−1.6% | Reduced |
| Guardian Capital Advisors LP | 12,464 | $5.63M | 0.54% | −57−0.5% | Reduced |
| Cumberland Partners Ltd | 12,216 | $5.66M | 0.40% | −10.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 12,255 | $5.68M | 1.67% | −52−0.4% | Reduced |
| L & S Advisors Inc | 12,470 | $5.78M | 0.62% | +12,470 | New |
| Logan Capital Management Inc | 12,510 | $5.80M | 0.25% | −436−3.4% | Reduced |
| Bowling Portfolio Management LLC | 12,540 | $5.81M | 1.21% | −214−1.7% | Reduced |
| Pacer Advisors, Inc. | 12,624 | $5.85M | 0.06% | −2,008−13.7% | Reduced |
| Banco Santander, S.A. | 12,667 | $5.87M | 0.03% | +1,970+18.4% | Added |
| Jane Street Group, LLC | 12,737 | $5.90M | 0.01% | −630−4.7% | Reduced |
| National Bank of Canada | 12,851 | $5.95M | 0.02% | +12,851 | New |
| Verition Fund Management LLC | 13,043 | $6.05M | 0.08% | −4,332−24.9% | Reduced |
| Aptus Capital Advisors, LLC | 13,134 | $6.09M | 0.21% | +1,888+16.8% | Added |
| Meritage Portfolio Management | 13,183 | $6.11M | 0.35% | −249−1.9% | Reduced |
| First Citizens Bank & Trust Co | 13,438 | $6.23M | 0.24% | −81−0.6% | Reduced |
| Hyman Charles D | 13,527 | $6.27M | 0.40% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 13,928 | $6.46M | 0.03% | +46+0.3% | Added |
| Quantitative Investment Management, LLC | 14,012 | $6.50M | 0.91% | +4,536+47.9% | Added |
| Chartwell Investment Partners, LLC | 14,063 | $6.52M | 0.19% | −3,145−18.3% | Reduced |
| Westbourne Investment Advisors, Inc. | 14,208 | $6.59M | 2.59% | +40+0.3% | Added |
| United Services Automobile Association | 14,239 | $6.60M | 0.11% | 00.0% | Unchanged |
| Simplex Trading, LLC | 14,291 | $6.62M | 0.22% | +13,077+1,077.2% | Added |
| Clear Street Markets LLC | 14,325 | $6.64M | 0.60% | +14,325 | New |
| Kentucky Retirement Systems | 14,443 | $6.70M | 0.27% | +267+1.9% | Added |
| Tekla Capital Management LLC | 14,644 | $6.79M | 0.22% | 00.0% | Unchanged |
| Swarthmore Group Inc | 14,680 | $6.80M | 1.62% | −14,557−49.8% | Reduced |
| Baird Financial Group, Inc. | 14,813 | $6.87M | 0.02% | +30+0.2% | Added |
| New Mexico Educational Retirement Board | 14,846 | $6.88M | 0.23% | −1,200−7.5% | Reduced |
| Atria Investments LLC | 14,858 | $6.89M | 0.12% | +374+2.6% | Added |
| Varma Mutual Pension Insurance Co | 15,000 | $6.95M | 0.10% | +5,000+50.0% | Added |
| Pekin Hardy Strauss, Inc. | 15,145 | $7.02M | 0.96% | −210−1.4% | Reduced |
| Scotia Capital Inc. | 15,184 | $7.04M | 0.05% | −447−2.9% | Reduced |
| Louisiana State Employees Retirement System | 15,200 | $7.05M | 0.15% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 15,479 | $7.17M | 0.04% | +666+4.5% | Added |
| Kiwi Wealth Investments Limited Partnership | 15,491 | $7.18M | 0.34% | +13,726+777.7% | Added |
| Tower Research Capital LLC (TRC) | 15,590 | $7.23M | 0.13% | +10,675+217.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,750 | $7.30M | 0.15% | +535+3.5% | Added |
| Xponance, Inc. | 15,965 | $7.40M | 0.12% | +3,567+28.8% | Added |
| Capital Analysts, LLC | 16,092 | $7.46M | 0.45% | +362+2.3% | Added |
| Timber Creek Capital Management LLC | 16,163 | $7.49M | 2.23% | +92+0.6% | Added |
| Martingale Asset Management L P | 16,214 | $7.52M | 0.10% | −1,648−9.2% | Reduced |
| Summit Street Capital Management, LLC | 16,235 | $7.53M | 4.69% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 16,406 | $7.61M | 0.75% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 16,544 | $7.73M | 0.51% | −1,334−7.5% | Reduced |
| SG Americas Securities, LLC | 16,708 | $7.75M | 0.05% | +10,806+183.1% | Added |
| Robeco Schweiz AG | 17,477 | $8.10M | 0.11% | +17,477 | New |
| Sivik Global Healthcare LLC | 17,500 | $8.11M | 3.48% | +17,500 | New |