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 |
|---|---|---|---|---|---|
| Lehman & Derafelo Financial Resources LLC | 590 | $273.0K | 0.08% | 00.0% | Unchanged |
| First National Bank | 593 | $275.0K | 0.24% | +593 | New |
| Peachtree Investment Partners, LLC | 593 | $275.0K | 0.12% | +593 | New |
| Family Firm, Inc. | 596 | $276.0K | 0.07% | +1+0.2% | Added |
| Hancock Whitney Investment Services Inc. | 603 | $277.0K | 0.05% | +603 | New |
| Wintrust Investments LLC | 600 | $278.0K | 0.03% | 00.0% | Unchanged |
| Watershed Asset Management, L.L.C. | 605 | $280.0K | 0.25% | +605 | New |
| Gerber Kawasaki Wealth & Investment Management | 608 | $281.0K | 0.02% | +13+2.2% | Added |
| Kellett Schaffner Wealth Advisors LLC | 613 | $284.0K | 0.22% | +613 | New |
| Reilly Financial Advisors, LLC | 619 | $287.0K | 0.02% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 619 | $287.0K | 0.01% | +17+2.8% | Added |
| XR Securities LLC | 620 | $287.0K | 0.03% | +620 | New |
| Financial Engines Advisors L.L.C. | 620 | $288.0K | 0.00% | +620 | New |
| Aurora Private Wealth, Inc. | 624 | $289.0K | 0.13% | +29+4.9% | Added |
| Washington Capital Management Inc | 625 | $289.7K | 0.23% | 00.0% | Unchanged |
| Caldwell Trust Co | 625 | $289.7K | 0.03% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 627 | $291.0K | 0.02% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 629 | $291.0K | 0.12% | +629 | New |
| First Horizon Advisors, Inc. | 634 | $293.0K | 0.01% | −46−6.8% | Reduced |
| Wealthsource Partners, LLC | 631 | $293.0K | 0.02% | −37−5.5% | Reduced |
| Accretive Wealth Partners, LLC | 633 | $293.0K | 0.19% | +2+0.3% | Added |
| Humankind Investments LLC | 632 | $293.0K | 0.12% | +6+1.0% | Added |
| King Luther Capital Management Corp | 632 | $293.0K | 0.00% | +17+2.8% | Added |
| LVW Advisors, LLC | 634 | $294.0K | 0.05% | +634 | New |
| Wedmont Private Capital | 658 | $294.0K | 0.09% | +658 | New |
| Retirement Guys Formula LLC | 637 | $295.0K | 0.23% | +637 | New |
| Meridian Wealth Management, LLC | 642 | $298.0K | 0.03% | −7−1.1% | Reduced |
| Warren Averett Asset Management, LLC | 667 | $299.0K | 0.03% | −149−18.3% | Reduced |
| Diligent Investors, LLC | 645 | $299.0K | 0.08% | 00.0% | Unchanged |
| Bluestein R H & Co | 646 | $299.0K | 0.01% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 672 | $300.0K | 0.17% | 00.0% | Unchanged |
| Midwest Wealth Management Inc. | 650 | $301.0K | 0.19% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 649 | $301.0K | 0.04% | +66+11.3% | Added |
| Montag A & Associates Inc | 657 | $305.0K | 0.02% | +200+43.8% | Added |
| Kolinsky Wealth Management, LLC | 657 | $305.0K | 0.28% | +657 | New |
| Court Place Advisors, LLC | 667 | $309.0K | 0.09% | 00.0% | Unchanged |
| Glenview Trust Co | 674 | $312.0K | 0.01% | +5+0.7% | Added |
| Proficio Capital Partners LLC | 676 | $313.0K | 0.04% | +34+5.3% | Added |
| SJS Investment Consulting Inc. | 676 | $313.0K | 0.09% | +676 | New |
| SevenBridge Financial Group, LLC | 677 | $314.0K | 0.09% | −35−4.9% | Reduced |
| Stanley-Laman Group, Ltd. | 682 | $316.0K | 0.04% | 00.0% | Unchanged |
| Intersect Capital LLC | 689 | $320.0K | 0.06% | +689 | New |
| Kayne Anderson Rudnick Investment Management LLC | 694 | $322.0K | 0.00% | +3+0.4% | Added |
| Fort Point Capital Partners LLC | 696 | $323.0K | 0.05% | −42−5.7% | Reduced |
| Reston Wealth Management LLC | 700 | $324.0K | 0.16% | 00.0% | Unchanged |
| JB Capital LLC | 700 | $324.8K | 0.03% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 702 | $325.0K | 0.02% | +5+0.7% | Added |
| Alliance Wealth Advisors, LLC | 702 | $325.0K | 0.26% | +9+1.3% | Added |
| Sierra Capital LLC | 704 | $326.0K | 0.05% | +9+1.3% | Added |
| Good Life Advisors, LLC | 704 | $326.0K | 0.04% | +31+4.6% | Added |
| Adams Wealth Management | 706 | $327.0K | 0.10% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 706 | $327.0K | 0.08% | +95+15.5% | Added |
| LWM Advisory Services, LLC | 707 | $328.0K | 0.41% | +707 | New |
| Fulton Breakefield Broenniman LLC | 711 | $330.0K | 0.02% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 715 | $331.0K | 0.19% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 716 | $332.0K | 0.02% | +716 | New |
| Woodstock Corp | 720 | $334.0K | 0.03% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 727 | $336.0K | 0.02% | +2+0.3% | Added |
| Glassman Wealth Services | 727 | $337.0K | 0.06% | +254+53.7% | Added |
| Childress Capital Advisors, LLC | 734 | $340.0K | 0.14% | +46+6.7% | Added |
| Bahl & Gaynor Inc | 737 | $342.0K | 0.00% | 00.0% | Unchanged |
| Summit Financial Group Inc | 744 | $345.0K | 0.11% | +51+7.4% | Added |
| Constitution Capital LLC | 750 | $348.0K | 0.19% | −100−11.8% | Reduced |
| Altfest L J & Co Inc | 755 | $350.0K | 0.07% | 00.0% | Unchanged |
| Tobam | 757 | $351.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 759 | $352.0K | 0.02% | −964−55.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 758 | $352.0K | 0.02% | +201+36.1% | Added |
| Capital Management Corp | 761 | $353.0K | 0.07% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 765 | $355.0K | 0.17% | 00.0% | Unchanged |
| First National Trust Co | 765 | $355.0K | 0.02% | +34+4.7% | Added |
| Maxele Advisors, LLC | 770 | $356.9K | 0.41% | +770 | New |
| Cypress Capital Group | 772 | $358.0K | 0.04% | −290−27.3% | Reduced |
| Avantax Planning Partners, Inc. | 776 | $360.0K | 0.01% | −84−9.8% | Reduced |
| Chesapeake Wealth Management | 776 | $360.0K | 0.12% | 00.0% | Unchanged |
| BBR Partners, LLC | 778 | $361.0K | 0.04% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 780 | $362.0K | 0.15% | −457−36.9% | Reduced |
| East Coast Asset Management, LLC. | 785 | $364.0K | 0.08% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 788 | $365.0K | 0.03% | +788 | New |
| CX Institutional | 789 | $366.0K | 0.03% | −3,729−82.5% | Reduced |
| Atlantic Trust, LLC | 792 | $367.0K | 0.22% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 792 | $367.0K | 0.17% | 00.0% | Unchanged |
| Inverness Counsel LLC | 794 | $368.0K | 0.01% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 801 | $371.0K | 0.01% | −49−5.8% | Reduced |
| Meyer Handelman Co | 800 | $371.0K | 0.01% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 800 | $371.0K | 0.22% | 00.0% | Unchanged |
| Barings LLC | 804 | $373.0K | 0.01% | −74−8.4% | Reduced |
| Keel Point, LLC | 804 | $373.0K | 0.05% | +51+6.8% | Added |
| OneAscent Financial Services LLC | 804 | $373.0K | 0.71% | +804 | New |
| First Affirmative Financial Network | 807 | $374.0K | 0.34% | +7+0.9% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 813 | $377.0K | 0.07% | −821−50.2% | Reduced |
| Valmark Advisers, Inc. | 812 | $377.0K | 0.01% | +812 | New |
| Koss-Olinger Consulting, LLC | 818 | $379.0K | 0.06% | +18+2.3% | Added |
| E Fund Management Co., Ltd. | 823 | $381.0K | 0.01% | −68−7.6% | Reduced |
| Spinnaker Trust | 827 | $383.0K | 0.02% | 00.0% | Unchanged |
| PDS Planning, Inc | 826 | $383.0K | 0.07% | +51+6.6% | Added |
| Canal Capital Management, LLC | 829 | $384.0K | 0.09% | +22+2.7% | Added |
| Geller Advisors LLC | 829 | $384.0K | 0.07% | +36+4.5% | Added |
| Concord Wealth Partners | 831 | $385.0K | 0.09% | +105+14.5% | Added |
| Schechter Investment Advisors, LLC | 833 | $386.0K | 0.03% | +833 | New |
| Halbert Hargrove Global Advisors, LLC | 836 | $387.0K | 0.02% | +126+17.7% | Added |