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
- +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.
| 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 | 1,703 | $107.2B |
| Q2 2024 | 1,713 | $112.7B |
| Q1 2024 | 1,673 | $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 | 1,551 | $108.8B |
| Q3 2022 | 1,449 | $97.0B |
| Q2 2022 | 1,444 | $103.2B |
| Q1 2022 | 1,424 | $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 |
|---|---|---|---|---|---|
| Tyler-Stone Wealth Management | 88 | $41.0K | 0.02% | +88 | New |
| Benjamin Edwards Inc | 91 | $42.0K | 0.01% | +54+145.9% | Added |
| Allworth Financial LP | 92 | $43.0K | 0.00% | +24+35.3% | Added |
| Vigilant Capital Management, LLC | 95 | $44.0K | 0.00% | −17−15.2% | Reduced |
| Surevest, LLC | 94 | $44.0K | 0.01% | +94 | New |
| Simon Quick Advisors, LLC | 98 | $46.0K | 0.01% | −1,121−92.0% | Reduced |
| First Financial Corp | 99 | $46.0K | 0.03% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 100 | $46.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 104 | $48.0K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 103 | $48.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 103 | $48.0K | 0.00% | +28+37.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 105 | $49.0K | 0.02% | 00.0% | Unchanged |
| Burleson & Company, LLC | 105 | $49.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 105 | $49.0K | 0.01% | +105 | New |
| Piscataqua Savings Bank | 109 | $51.0K | 0.04% | −5−4.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 110 | $51.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 110 | $51.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 111 | $51.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 111 | $51.0K | 0.01% | +10+9.9% | Added |
| Tacita Capital Inc | 115 | $53.0K | 0.03% | −35−23.3% | Reduced |
| M&R Capital Management Inc | 115 | $53.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 114 | $53.0K | 0.02% | +114 | New |
| Johnson Financial Group, Inc. | 122 | $57.0K | 0.00% | +54+79.4% | Added |
| Amplius Wealth Advisors, LLC | 124 | $57.0K | 0.01% | +124 | New |
| City State Bank | 122 | $57.0K | 0.04% | +122 | New |
| Bell Investment Advisors, Inc | 128 | $59.0K | 0.02% | +28+28.0% | Added |
| Solstein Capital, LLC | 130 | $60.0K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 131 | $61.0K | 0.04% | +4+3.1% | Added |
| West Paces Advisors Inc. | 136 | $63.0K | 0.02% | +14+11.5% | Added |
| Ninety One SA (PTY) Ltd | 140 | $65.0K | 0.02% | −6−4.1% | Reduced |
| Jones Financial Companies LLLP | 143 | $66.0K | 0.00% | +28+24.3% | Added |
| First Command Bank | 180 | $67.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 150 | $70.0K | 0.03% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 150 | $70.0K | 0.04% | 00.0% | Unchanged |
| Ossiam | 156 | $72.0K | 0.00% | +73+88.0% | Added |
| Evolution Advisers, Inc. | 158 | $73.0K | 0.05% | +158 | New |
| AllSquare Wealth Management LLC | 160 | $74.0K | 0.04% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 162 | $75.0K | 0.02% | +162 | New |
| Stephens Consulting, LLC | 164 | $76.0K | 0.06% | +164 | New |
| O'Dell Group, LLC | 166 | $77.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 173 | $80.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 173 | $80.0K | 0.02% | +78+82.1% | Added |
| AlphaMark Advisors, LLC | 175 | $81.0K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 175 | $81.0K | 0.05% | +175 | New |
| Optimum Investment Advisors | 180 | $83.0K | 0.03% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 180 | $83.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 178 | $83.0K | 0.12% | +178 | New |
| Tilia Fiduciary Partners, Inc. | 180 | $83.0K | 0.07% | +180 | New |
| Independence Bank of Kentucky | 198 | $92.0K | 0.04% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 198 | $92.0K | 0.04% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 200 | $93.0K | 0.01% | +200 | New |
| Mystic Asset Management, Inc. | 201 | $93.0K | 0.04% | +201 | New |
| Ritter Daniher Financial Advisory, LLC | 202 | $94.0K | 0.06% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 208 | $96.0K | 0.02% | −8−3.7% | Reduced |
| Barrett Asset Management, LLC | 212 | $98.0K | 0.00% | +212 | New |
| Evoke Wealth, LLC | 220 | $102.0K | 0.00% | +127+136.6% | Added |
| Coastal Capital Group, Inc. | 224 | $104.0K | 0.02% | +49+28.0% | Added |
| SOA Wealth Advisors, LLC. | 228 | $106.0K | 0.03% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 230 | $107.0K | 0.07% | −107−31.8% | Reduced |
| Stuart Chaussee & Associates, Inc. | 232 | $108.0K | 0.05% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 232 | $108.0K | 0.02% | +13+5.9% | Added |
| USA Financial Portformulas Corp | 234 | $108.0K | 0.09% | +196+515.8% | Added |
| Investors Research Corp | 235 | $109.0K | 0.03% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 240 | $111.0K | 0.04% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 242 | $112.0K | 0.01% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 243 | $113.0K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 250 | $116.0K | 0.03% | 00.0% | Unchanged |
| West Oak Capital, LLC | 250 | $116.0K | 0.04% | 00.0% | Unchanged |
| Seldon Capital LP | 250 | $116.0K | 0.07% | +250 | New |
| Silvant Capital Management LLC | 257 | $119.0K | 0.02% | 00.0% | Unchanged |
| Monolith Advisors | 262 | $121.0K | 0.10% | +262 | New |
| Cambridge Trust Co | 264 | $122.0K | 0.00% | +264 | New |
| TD Ameritrade Investment Management, LLC | 264 | $122.0K | 0.00% | +264 | New |
| Atticus Wealth Management, LLC | 266 | $123.0K | 0.05% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 274 | $127.0K | 0.00% | −668−70.9% | Reduced |
| Hanson & Doremus Investment Management | 275 | $127.0K | 0.03% | +110+66.7% | Added |
| Old North State Trust, LLC | 273 | $127.0K | 0.09% | +234+600.0% | Added |
| MBM Wealth Consultants, LLC | 276 | $128.0K | 0.05% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 300 | $137.0K | 0.01% | −190−38.8% | Reduced |
| Smithfield Trust Co | 303 | $141.0K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 307 | $142.0K | 0.11% | −100−24.6% | Reduced |
| Private Ocean, LLC | 308 | $143.0K | 0.02% | −15−4.6% | Reduced |
| CoreCap Advisors, LLC | 311 | $144.0K | 0.01% | +311 | New |
| Archer Investment Corp | 312 | $144.7K | 0.05% | +35+12.6% | Added |
| Mechanics Financial Corp | 316 | $146.0K | 0.07% | +316 | New |
| PSI Advisors, LLC | 330 | $153.0K | 0.06% | 00.0% | Unchanged |
| Private Capital Group, LLC | 349 | $162.0K | 0.03% | −29−7.7% | Reduced |
| Center for Financial Planning, Inc. | 349 | $162.0K | 0.03% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 355 | $165.0K | 0.02% | −126−26.2% | Reduced |
| CVA Family Office, LLC | 360 | $167.0K | 0.04% | +285+380.0% | Added |
| Byrne Asset Management LLC | 370 | $172.0K | 0.11% | +370 | New |
| Delta Asset Management LLC | 389 | $180.0K | 0.02% | +29+8.1% | Added |
| Larson Financial Group LLC | 393 | $182.0K | 0.03% | 00.0% | Unchanged |
| FourThought Financial, LLC | 408 | $189.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 415 | $192.0K | 0.01% | −201−32.6% | Reduced |
| Brown Brothers Harriman & Co | 417 | $193.0K | 0.00% | −141−25.3% | Reduced |
| Cohen & Steers, Inc. | 421 | $195.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 428 | $198.0K | 0.12% | −75−14.9% | Reduced |
| Berger Financial Group, Inc | 431 | $200.0K | 0.03% | +431 | New |
| Diversified Portfolios, Inc. | 435 | $201.0K | 0.05% | +435 | New |