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 |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 838 | $389.0K | 0.25% | +159+23.4% | Added |
| Trust Co of Virginia | 841 | $390.0K | 0.04% | +51+6.5% | Added |
| Column Capital Advisors, LLC | 844 | $391.0K | 0.08% | +4+0.5% | Added |
| Whalerock Point Partners, LLC | 845 | $391.7K | 0.13% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 853 | $395.0K | 0.02% | +42+5.2% | Added |
| Sendero Wealth Management, LLC | 853 | $395.0K | 0.18% | +853 | New |
| Washington Trust Advisors, Inc. | 852 | $395.0K | 0.03% | +852 | New |
| Vantage Consulting Group Inc | 854 | $396.0K | 0.11% | −114−11.8% | Reduced |
| Syntax Advisors, LLC | 854 | $396.0K | 0.29% | +854 | New |
| Wealthspire Advisors, LLC | 856 | $397.0K | 0.01% | −310−26.6% | Reduced |
| Ellevest, Inc. | 861 | $399.0K | 0.04% | +142+19.7% | Added |
| Valley National Advisers Inc | 870 | $403.0K | 0.07% | +107+14.0% | Added |
| Harbor Group, Inc. | 872 | $404.0K | 0.24% | −69−7.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 876 | $406.0K | 0.11% | −7−0.8% | Reduced |
| Poplar Forest Capital LLC | 878 | $407.0K | 0.04% | −31−3.4% | Reduced |
| Strategic Blueprint, LLC | 880 | $408.0K | 0.05% | −45−4.9% | Reduced |
| Arlington Partners LLC | 887 | $411.0K | 0.11% | +58+7.0% | Added |
| Assetmark, Inc | 887 | $411.0K | 0.00% | +268+43.3% | Added |
| Axiom Financial Strategies, LLC | 888 | $412.0K | 0.19% | +205+30.0% | Added |
| Convergence Investment Partners, LLC | 890 | $413.0K | 0.21% | −24−2.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 897 | $415.0K | 0.05% | −25−2.7% | Reduced |
| Everhart Financial Group, Inc. | 895 | $415.0K | 0.25% | +895 | New |
| Prelude Capital Management, LLC | 898 | $416.0K | 0.02% | +898 | New |
| Horan Securities, Inc. | 901 | $418.0K | 0.25% | +901 | New |
| Great Diamond Partners, LLC | 904 | $419.0K | 0.11% | +118+15.0% | Added |
| Krane Funds Advisors LLC | 912 | $423.0K | 0.01% | −168−15.6% | Reduced |
| Country Club Trust Company, n.a. | 908 | $424.0K | 0.03% | +908 | New |
| Holderness Investments Co | 930 | $431.0K | 0.13% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 929 | $431.0K | 0.05% | +342+58.3% | Added |
| PBMares Wealth Management LLC | 932 | $432.0K | 0.18% | −142−13.2% | Reduced |
| Spectrum Management Group, LLC | 942 | $437.0K | 0.06% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 949 | $438.0K | 0.04% | +949 | New |
| Modera Wealth Management, LLC | 949 | $440.0K | 0.02% | +949 | New |
| G2 Capital Management, LLC | 950 | $440.0K | 0.16% | +950 | New |
| Bartlett & Co. Wealth Management LLC | 951 | $440.8K | 0.01% | 00.0% | Unchanged |
| Financial Advisory Group | 951 | $441.0K | 0.09% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 951 | $441.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 953 | $442.0K | 0.01% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 955 | $443.0K | 0.11% | +7+0.7% | Added |
| NorthRock Partners, LLC | 959 | $444.0K | 0.03% | +391+68.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 961 | $445.0K | 0.07% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 961 | $446.0K | 0.03% | −266−21.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 975 | $452.0K | 0.27% | +975 | New |
| Founders Financial Alliance, LLC | 980 | $454.0K | 0.18% | −9−0.9% | Reduced |
| Tandem Investment Advisors, Inc. | 980 | $454.0K | 0.03% | +1+0.1% | Added |
| Hengehold Capital Management LLC | 981 | $455.0K | 0.06% | −9−0.9% | Reduced |
| First Financial Bank - Trust Division | 986 | $457.0K | 0.05% | +4+0.4% | Added |
| Berkshire Asset Management LLC | 989 | $458.0K | 0.03% | −129−11.5% | Reduced |
| Congress Wealth Management LLC | 988 | $458.0K | 0.01% | +988 | New |
| Pure Financial Advisors, Inc. | 989 | $459.0K | 0.02% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 995 | $461.2K | 0.04% | −278−21.8% | Reduced |
| Trustcore Financial Services, LLC | 997 | $462.0K | 0.05% | +7+0.7% | Added |
| JGP Global Gestao de Recursos Ltda. | 1,001 | $464.0K | 0.22% | −2−0.2% | Reduced |
| Shay Capital LLC | 1,000 | $464.0K | 0.17% | +1,000 | New |
| United Community Bank | 1,005 | $465.9K | 0.47% | +1,005 | New |
| Cross Staff Investments Inc | 1,006 | $466.0K | 0.42% | +1,006 | New |
| First National Bank of South Miami | 1,007 | $467.0K | 0.28% | +63+6.7% | Added |
| State of Wyoming | 1,010 | $468.0K | 0.22% | −40−3.8% | Reduced |
| MBB Public Markets I LLC | 1,010 | $468.0K | 0.01% | +1,010 | New |
| Capital Financial Planning, LLC | 1,029 | $477.0K | 0.16% | +3+0.3% | Added |
| Kovack Advisors, Inc. | 1,029 | $477.0K | 0.05% | +46+4.7% | Added |
| Charter Trust Co | 1,032 | $478.0K | 0.04% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 1,035 | $479.0K | 0.03% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 1,035 | $480.0K | 0.04% | −99−8.7% | Reduced |
| Trustmark National Bank Trust Department | 1,040 | $482.0K | 0.04% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 1,040 | $482.0K | 0.28% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 1,044 | $484.0K | 0.09% | −1−0.1% | Reduced |
| Fulton Bank, N.A. | 1,043 | $484.0K | 0.02% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 1,044 | $484.0K | 0.14% | +1,044 | New |
| American Trust | 1,046 | $485.0K | 0.04% | +1,046 | New |
| Central Bank & Trust Co | 1,048 | $486.0K | 0.08% | −69−6.2% | Reduced |
| Evercore Wealth Management, LLC | 1,050 | $487.0K | 0.01% | −30−2.8% | Reduced |
| Beirne Wealth Consulting Services, LLC | 1,050 | $487.0K | 0.27% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 1,057 | $490.0K | 0.05% | −269−20.3% | Reduced |
| Cable Hill Partners, LLC | 1,059 | $491.0K | 0.10% | +55+5.5% | Added |
| J.W. Cole Advisors, Inc. | 1,065 | $494.0K | 0.03% | +4+0.4% | Added |
| HBK Sorce Advisory LLC | 1,070 | $496.0K | 0.03% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 1,085 | $502.0K | 0.23% | +1,085 | New |
| OneAscent Wealth Management LLC | 1,085 | $503.0K | 1.26% | +1,085 | New |
| Beaumont Financial Partners, LLC | 1,091 | $506.0K | 0.04% | +25+2.3% | Added |
| J. W. Coons Advisors, LLC | 1,096 | $507.0K | 0.15% | 00.0% | Unchanged |
| Campion Asset Management LLC | 1,095 | $508.0K | 0.42% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 1,095 | $508.0K | 0.02% | +50+4.8% | Added |
| Cim Investment Mangement Inc | 1,097 | $509.0K | 0.15% | −20−1.8% | Reduced |
| Dodge & Cox | 1,100 | $510.0K | 0.00% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 1,100 | $510.0K | 0.29% | +559+103.3% | Added |
| Mission Wealth Management, LP | 1,107 | $513.0K | 0.02% | −25−2.2% | Reduced |
| Citizens Business Bank | 1,108 | $514.0K | 0.06% | +8+0.7% | Added |
| Bedel Financial Consulting, Inc. | 1,116 | $517.0K | 0.16% | +7+0.6% | Added |
| Investors Financial Group, LLC | 1,118 | $518.0K | 0.24% | 00.0% | Unchanged |
| Everett Harris & Co | 1,120 | $519.0K | 0.01% | 00.0% | Unchanged |
| Doyle Wealth Management | 1,120 | $519.0K | 0.04% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,122 | $520.0K | 0.03% | +346+44.6% | Added |
| Simplify Asset Management Inc. | 1,122 | $520.0K | 0.07% | +1,122 | New |
| Cardiff Park Advisors, LLC | 1,128 | $523.0K | 0.07% | +1,128 | New |
| IFP Advisors, Inc | 1,143 | $525.0K | 0.01% | +355+45.1% | Added |
| DGS Capital Management, LLC | 1,144 | $530.0K | 0.33% | +1,144 | New |
| Belpointe Asset Management LLC | 1,145 | $531.0K | 0.03% | 00.0% | Unchanged |
| IFG Advisory, LLC | 1,157 | $536.0K | 0.05% | −49−4.1% | Reduced |
| Penserra Capital Management LLC | 1,159 | $536.0K | 0.01% | +196+20.4% | Added |