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 |
|---|---|---|---|---|---|
| Gladstone Institutional Advisory LLC | 1,165 | $540.0K | 0.04% | +43+3.8% | Added |
| RFG Advisory, LLC | 1,170 | $542.0K | 0.04% | +61+5.5% | Added |
| Compagnie Lombard Odier SCmA | 1,200 | $556.0K | 0.01% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 1,206 | $559.0K | 0.33% | +520+75.8% | Added |
| Wealth Management Associates, Inc. | 1,221 | $566.1K | 0.30% | +168+16.0% | Added |
| BOK Financial Private Wealth, Inc. | 1,223 | $567.0K | 0.04% | +131+12.0% | Added |
| Vestor Capital, LLC | 1,225 | $568.0K | 0.05% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 1,238 | $574.0K | 0.09% | 00.0% | Unchanged |
| First Light Asset Management, LLC | 1,244 | $577.0K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,244 | $577.0K | 0.07% | +52+4.4% | Added |
| American Portfolios Advisors | 1,250 | $579.5K | 0.02% | −21−1.7% | Reduced |
| Accredited Investors Inc. | 1,256 | $582.0K | 0.05% | +3+0.2% | Added |
| Alpha Omega Wealth Management LLC | 1,306 | $584.0K | 0.09% | +389+42.4% | Added |
| Park National Corp | 1,261 | $585.0K | 0.02% | −60−4.5% | Reduced |
| Altium Wealth Management LLC | 1,264 | $586.0K | 0.04% | +209+19.8% | Added |
| Sound View Wealth Advisors Group, LLC | 1,267 | $587.0K | 0.11% | +24+1.9% | Added |
| Circle Wealth Management, LLC | 1,268 | $588.0K | 0.08% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,271 | $589.2K | 0.20% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 1,272 | $590.0K | 0.01% | −255−16.7% | Reduced |
| Farmers Trust Co | 1,278 | $592.0K | 0.12% | −14−1.1% | Reduced |
| Eqis Capital Management, Inc. | 1,289 | $598.0K | 0.04% | +523+68.3% | Added |
| Sentinel Trust Co Lba | 1,289 | $598.0K | 0.07% | +1,289 | New |
| Stiles Financial Services Inc | 1,293 | $599.0K | 0.29% | +1,293 | New |
| FORA Capital, LLC | 1,301 | $603.0K | 0.23% | +1,301 | New |
| Buckingham Strategic Wealth, LLC | 1,309 | $607.0K | 0.01% | +202+18.2% | Added |
| Compton Capital Management Inc | 1,325 | $614.0K | 0.16% | −25−1.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,323 | $614.0K | 0.12% | +169+14.6% | Added |
| DCM Advisors, LLC | 1,329 | $616.0K | 0.18% | +1,329 | New |
| Proequities, Inc. | 1,336 | $619.0K | 0.04% | −189−12.4% | Reduced |
| Virtue Capital Management, LLC | 1,343 | $623.0K | 0.09% | +257+23.7% | Added |
| Lingohr & Partner Asset Management GmbH | 1,339 | $626.0K | 1.57% | −30−2.2% | Reduced |
| Bradley Foster & Sargent Inc | 1,360 | $630.0K | 0.01% | −16−1.2% | Reduced |
| Resources Investment Advisors, LLC. | 1,364 | $632.0K | 0.02% | −106−7.2% | Reduced |
| HFG Advisors, Inc. | 1,369 | $635.0K | 0.71% | +1,369 | New |
| Signet Financial Management, LLC | 1,375 | $637.0K | 0.10% | +13+1.0% | Added |
| Stony Point Wealth Management Inc. | 1,376 | $638.0K | 0.34% | −68−4.7% | Reduced |
| Capital Investment Advisory Services, LLC | 1,376 | $638.0K | 0.08% | −56−3.9% | Reduced |
| Balentine LLC | 1,385 | $642.0K | 0.02% | +327+30.9% | Added |
| Fiduciary Trust Co | 1,389 | $644.0K | 0.01% | −2−0.1% | Reduced |
| Middleton & Co Inc | 1,400 | $649.0K | 0.06% | 00.0% | Unchanged |
| Plancorp, LLC | 1,404 | $651.0K | 0.04% | −38−2.6% | Reduced |
| Prudent Man Advisors, LLC | 1,406 | $652.0K | 0.25% | −432−23.5% | Reduced |
| Citizens Financial Group Inc | 1,481 | $653.0K | 0.02% | −47−3.1% | Reduced |
| Keystone Financial Group | 1,408 | $653.0K | 0.11% | +1+0.1% | Added |
| Shufro Rose & Co LLC | 1,412 | $655.0K | 0.05% | 00.0% | Unchanged |
| AGF Investments LLC | 1,413 | $655.0K | 0.06% | +862+156.4% | Added |
| City Holding Co | 1,455 | $657.0K | 0.11% | −35−2.3% | Reduced |
| Summit X, LLC | 1,424 | $658.0K | 0.15% | −14−1.0% | Reduced |
| Transcend Wealth Collective, LLC | 1,430 | $663.0K | 0.06% | −46−3.1% | Reduced |
| Evermay Wealth Management LLC | 1,435 | $665.0K | 0.12% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,440 | $668.0K | 0.06% | +1,440 | New |
| Oxbow Advisors, LLC | 1,443 | $669.0K | 0.06% | −220−13.2% | Reduced |
| Baldwin Investment Management, LLC | 1,443 | $669.0K | 0.18% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 1,447 | $671.0K | 0.05% | −56−3.7% | Reduced |
| LGT Fund Management Co Ltd. | 1,450 | $672.0K | 0.19% | +1,450 | New |
| Dynamic Advisor Solutions LLC | 1,457 | $675.0K | 0.05% | −29−2.0% | Reduced |
| Windsor Group LTD | 1,480 | $678.0K | 0.12% | +14+1.0% | Added |
| Palisades Hudson Asset Management, L.P. | 1,468 | $680.0K | 0.29% | 00.0% | Unchanged |
| Telemus Capital, LLC | 1,467 | $680.0K | 0.06% | +25+1.7% | Added |
| Douglass Winthrop Advisors, LLC | 1,475 | $684.0K | 0.02% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | 1,476 | $684.0K | 0.03% | +1,476 | New |
| Fukoku Mutual Life Insurance Co | 1,480 | $686.0K | 0.05% | +50+3.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,487 | $689.0K | 0.11% | +20+1.4% | Added |
| Snowden Capital Advisors LLC | 1,492 | $691.0K | 0.04% | −1,723−53.6% | Reduced |
| Personal Cfo Solutions, LLC | 1,497 | $694.0K | 0.13% | +1,497 | New |
| Shepherd Kaplan Krochuk, LLC | 1,500 | $695.0K | 0.25% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 1,500 | $695.0K | 0.12% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 1,500 | $696.0K | 0.02% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 1,501 | $696.0K | 0.00% | +1,501 | New |
| Salem Investment Counselors Inc | 1,506 | $698.0K | 0.02% | +492+48.5% | Added |
| Mission Creek Capital Partners, Inc. | 1,510 | $700.0K | 0.14% | +1+0.1% | Added |
| Integrated Wealth Concepts LLC | 1,510 | $700.0K | 0.02% | +540+55.7% | Added |
| Aaron Wealth Advisors | 1,527 | $707.0K | 0.20% | +82+5.7% | Added |
| Perigon Wealth Management, LLC | 1,542 | $715.0K | 0.05% | +72+4.9% | Added |
| Affinity Investment Advisors, LLC | 1,554 | $720.0K | 0.29% | +133+9.4% | Added |
| Hillsdale Investment Management Inc. | 1,560 | $723.0K | 0.05% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,573 | $729.0K | 0.14% | −202−11.4% | Reduced |
| Ballentine Partners, LLC | 1,573 | $729.0K | 0.02% | −36−2.2% | Reduced |
| CSS LLC | 1,577 | $731.0K | 0.03% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 1,582 | $733.0K | 0.12% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,583 | $734.0K | 0.03% | +1,583 | New |
| Duncker Streett & Co Inc | 1,597 | $740.0K | 0.13% | −6,070−79.2% | Reduced |
| Systematic Alpha Investments, LLC | 1,597 | $740.0K | 0.03% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 1,605 | $744.0K | 0.51% | +1,605 | New |
| Dean Investment Associates, LLC | 1,613 | $748.0K | 0.13% | −40−2.4% | Reduced |
| Latitude Advisors, LLC | 1,626 | $754.0K | 0.21% | 00.0% | Unchanged |
| McLean Asset Management Corp | 1,683 | $760.0K | 0.29% | −14−0.8% | Reduced |
| Harbor Investment Advisory, LLC | 1,645 | $763.0K | 0.10% | +124+8.2% | Added |
| Wealth Alliance | 1,652 | $765.0K | 0.15% | +30+1.8% | Added |
| Engine No. 1 LLC | 1,663 | $771.0K | 0.16% | +339+25.6% | Added |
| Willner & Heller, LLC | 2,071 | $772.0K | 1.03% | +2,071 | New |
| Empowered Funds, LLC | 1,679 | $778.0K | 0.09% | +1,679 | New |
| Thomasville National Bank | 1,680 | $779.0K | 0.07% | −152−8.3% | Reduced |
| Brown Advisory Securities, LLC | 1,688 | $782.0K | 0.33% | −243−12.6% | Reduced |
| Personal Capital Advisors Corp | 1,722 | $794.0K | 0.00% | +231+15.5% | Added |
| Rehmann Capital Advisory Group | 1,717 | $795.9K | 0.07% | +136+8.6% | Added |
| Signature Estate & Investment Advisors LLC | 1,716 | $796.0K | 0.04% | +5+0.3% | Added |
| Community Bank, N.A. | 1,725 | $800.0K | 0.09% | −205−10.6% | Reduced |
| WESPAC Advisors SoCal, LLC | 1,830 | $803.0K | 0.25% | −160−8.0% | Reduced |
| Deseret Mutual Benefit Administrators | 1,743 | $808.0K | 0.14% | −31−1.7% | Reduced |