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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; 1,615 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.

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: 1,615 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 20261,615$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
Kings Point Capital Management435$202.0K0.02%00.0%Unchanged
Capital One Financial Corp436$202.0K0.02%+436New
Gyon Technologies Capital Management, LP436$202.0K0.04%+436New
Gsa Capital Partners LLP438$203.0K0.03%+438New
Graypoint LLC438$203.0K0.02%+438New
CenterBook Partners LP438$203.0K0.12%+438New
Woodley Farra Manion Portfolio Management Inc441$204.0K0.01%+441New
Hilltop Holdings Inc.444$206.0K0.02%+444New
Advisor Resource Council446$207.0K0.02%+446New
Arkadios Wealth Advisors448$208.0K0.03%+9+2.1%Added
Murphy Capital Management Inc450$208.0K0.02%+450New
Pecaut & Co.450$209.0K0.11%+450New
Trust Investment Advisors452$210.0K0.17%+452New
Teamwork Financial Advisors, LLC454$210.0K0.04%+454New
Marcum Wealth, LLC453$210.0K0.03%+453New
First Manhattan Co456$211.0K0.00%00.0%Unchanged
Sage Rhino Capital LLC458$212.0K0.06%+458New
Heritage Financial Services, LLC461$213.0K0.17%+461New
Salomon & Ludwin, LLC460$213.0K0.03%+460New
Sustainable Insight Capital Management, LLC462$214.0K0.11%−102−18.1%Reduced
Essex Savings Bank464$215.0K0.07%+464New
Outlook Wealth Advisors, LLC463$215.0K0.06%+463New
Kathmere Capital Management, LLC464$215.0K0.04%+464New
Royal Fund Management, LLC472$218.0K0.03%+472New
Formidable Asset Management, LLC476$219.0K0.04%+476New
Abacus Planning Group, Inc.473$219.0K0.06%+473New
TCI Wealth Advisors, Inc.477$221.0K0.03%+33+7.4%Added
Grimes & Company, Inc.480$222.0K0.01%+480New
Capital Investment Advisors, LLC478$222.0K0.01%+478New
Financial Enhancement Group LLC482$223.0K0.04%00.0%Unchanged
CPWM, LLC603$225.0K0.02%00.0%Unchanged
Appleton Partners Inc486$225.0K0.02%−59−10.8%Reduced
Manchester Capital Management LLC486$225.0K0.03%00.0%Unchanged
Meridian Investment Counsel Inc.486$225.0K0.07%+486New
Merit Financial Group, LLC485$225.0K0.02%+485New
Orgel Wealth Management, LLC485$225.0K0.02%+485New
Fisher Asset Management, LLC488$226.0K0.00%+488New
Creative Financial Designs Inc489$227.0K0.03%−15−3.0%Reduced
Quantinno Capital Management LP489$227.0K0.04%+489New
Shulman DeMeo Asset Management LLC491$227.0K0.06%+491New
BSW Wealth Partners492$228.0K0.06%+492New
SkyView Investment Advisors, LLC32,448$228.0K0.05%+32,448New
Client 1st Advisory Group, LLC494$229.0K0.11%+494New
Patron Partners Advisors, LLC493$229.0K0.15%+493New
KB Financial Partners, LLC493$229.0K0.07%+493New
Hurlow Wealth Management Group, Inc.776$230.0K0.18%00.0%Unchanged
Enterprise Financial Services Corp498$231.0K0.04%+498New
Farmers & Merchants Trust Co of Long Beach497$231.0K0.06%+497New
Laidlaw Wealth Management LLC499$231.0K0.04%+499New
ASB Consultores, LLC498$231.0K0.11%+498New
Highland Private Wealth Management499$232.0K0.03%+499New
Harbour Capital Advisors, LLC500$232.0K0.06%+500New
Williams Jones Wealth Management, LLC.500$232.0K0.00%+500New
Windsor Capital Management, LLC502$233.0K0.07%−133−20.9%Reduced
AdvisorNet Financial, Inc502$233.0K0.01%−32−6.0%Reduced
Cedar Wealth Management, LLC504$234.0K0.09%−282−35.9%Reduced
Cantor Fitzgerald Investment Adviser L.P.505$234.0K0.01%+505New
Maverick Capital LtdSuperinvestorMaverick Capital512$237.0K0.00%−89−14.8%Reduced
Kozak & Associates, Inc.500$237.0K0.15%+60+13.6%Added
Old Port Advisors543$239.0K0.08%00.0%Unchanged
Paragon Capital Management Ltd515$239.0K0.04%+515New
Strategic Equity Management515$239.0K0.07%+515New
Clark Capital Management Group, Inc.522$242.0K0.00%+522New
Greenspring Advisors, LLC523$242.0K0.06%+523New
Marotta Asset Management523$242.3K0.05%+523New
Summit Place Financial Advisors, LLC525$243.0K0.17%−45−7.9%Reduced
First Bank & Trust527$244.0K0.10%+13+2.5%Added
Parkside Financial Bank & Trust528$245.0K0.06%−24−4.3%Reduced
Successful Portfolios LLC532$247.0K0.13%+532New
Strategic Wealth Designers534$247.0K0.06%+534New
DT Investment Partners, LLC534$248.0K0.03%−122−18.6%Reduced
CCG Wealth Management, LLC538$249.0K0.13%00.0%Unchanged
Freestone Capital Holdings, LLC537$249.0K0.01%+537New
Legacy Financial Advisors, Inc.537$249.0K0.06%+537New
St Germain D J Co Inc544$252.0K0.01%00.0%Unchanged
Prospera Financial Services Inc545$253.0K0.01%−582−51.6%Reduced
Bridgeworth, LLC545$253.0K0.06%−5−0.9%Reduced
Northeast Investment Management546$253.0K0.01%00.0%Unchanged
Renaissance Group LLC547$254.0K0.01%00.0%Unchanged
Jacobi Capital Management LLC547$254.0K0.03%+25+4.8%Added
American Money Management, LLC548$254.0K0.07%+548New
EverSource Wealth Advisors, LLC551$255.0K0.07%+551New
Waddell & Associates, LLC554$257.0K0.04%00.0%Unchanged
Allegheny Financial Group LTD554$257.0K0.10%00.0%Unchanged
NEXT Financial Group, Inc554$257.0K0.02%+81+17.1%Added
Samalin Investment Counsel, LLC553$257.0K0.15%+553New
Pallas Capital Advisors LLC586$259.0K0.03%+68+13.1%Added
Octavia Wealth Advisors, LLC558$259.0K0.06%−2−0.4%Reduced
Walter & Keenan Financial Consulting Co559$259.0K0.08%00.0%Unchanged
Wealthquest Corp560$259.0K0.04%00.0%Unchanged
McElhenny Sheffield Capital Management, LLC560$260.0K0.10%00.0%Unchanged
Flagship Harbor Advisors, LLC562$261.0K0.02%−63−10.1%Reduced
Annex Advisory Services, LLC562$261.0K0.02%00.0%Unchanged
DRW Securities, LLC562$261.0K0.02%+562New
Old Mission Investment Co LLC575$266.5K0.10%00.0%Unchanged
Roberts Glore & Co Inc575$267.0K0.07%00.0%Unchanged
Autumn Glory Partners, LLC577$268.0K0.11%+577New
Fox Run Management, L.L.C.580$269.0K0.16%+580New
Zions Bancorporation, N.A.587$272.0K0.02%−58−9.0%Reduced
AIMZ Investment Advisors, LLC590$273.0K0.11%00.0%Unchanged