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
- +180 vs. Q3 2021
- Shares held
- 214.4M
- −608.6K (−0.3%) vs. Q3 2021
- Total value
- $99.3B
- +$19.1B (+23.8%) vs. Q3 2021
- New holders
- 241
- 427 more added
- Sold out
- 61
- 449 more reduced
26 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 | 1,702 | $107.2B |
| Q2 2024 | 1,712 | $112.7B |
| Q1 2024 | 1,672 | $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 | 1,550 | $108.8B |
| Q3 2022 | 1,448 | $97.0B |
| Q2 2022 | 1,443 | $103.2B |
| Q1 2022 | 1,423 | $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 |
|---|---|---|---|---|---|
| Defined Wealth Management, LLC | 1,745 | $809.0K | 0.66% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 1,755 | $814.0K | 0.07% | +883+101.3% | Added |
| Indiana Trust & Investment Management CO | 1,763 | $817.0K | 0.38% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 1,771 | $821.0K | 0.21% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 1,792 | $831.0K | 0.06% | −2−0.1% | Reduced |
| Global Trust Asset Management, LLC | 1,798 | $833.0K | 0.33% | −19−1.0% | Reduced |
| Echo Street Capital Management LLC | 1,796 | $833.0K | 0.01% | +1,796 | New |
| Buckley Wealth Management, LLC | 1,800 | $834.0K | 0.24% | −827−31.5% | Reduced |
| Roundview Capital LLC | 1,806 | $837.0K | 0.08% | −131−6.8% | Reduced |
| Morris Capital Advisors, LLC | 1,808 | $838.0K | 0.62% | −147−7.5% | Reduced |
| Colonial River Wealth Management, LLC | 1,810 | $839.0K | 0.45% | +1,810 | New |
| Terry L. Blaker | 1,821 | $844.0K | 0.07% | −164−8.3% | Reduced |
| Mutual Advisors, LLC | 1,833 | $850.0K | 0.05% | −129−6.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,836 | $851.0K | 0.05% | +58+3.3% | Added |
| Garde Capital, Inc. | 1,850 | $858.0K | 0.08% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,853 | $859.0K | 0.10% | +76+4.3% | Added |
| Quadrant Capital Group LLC | 1,859 | $862.0K | 0.10% | −366−16.4% | Reduced |
| Lifeworks Advisors, LLC | 1,864 | $864.0K | 0.69% | +1,864 | New |
| Indie Asset Partners, LLC | 1,872 | $868.0K | 0.63% | −109−5.5% | Reduced |
| Financial Counselors Inc | 1,880 | $871.0K | 0.02% | +24+1.3% | Added |
| Sanders Morris Harris LLC | 1,900 | $878.0K | 0.15% | 00.0% | Unchanged |
| Payden & Rygel | 1,900 | $881.0K | 0.04% | −63,200−97.1% | Reduced |
| First Pacific Advisors, LP | 1,915 | $888.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 1,942 | $900.0K | 0.03% | −25−1.3% | Reduced |
| King Wealth | 1,943 | $901.0K | 0.17% | −45−2.3% | Reduced |
| Northwest Bancshares, Inc. | 1,952 | $905.0K | 0.18% | −91−4.5% | Reduced |
| Pacific Global Investment Management CO | 1,955 | $906.0K | 0.17% | +2+0.1% | Added |
| Strategic Advisors LLC | 1,956 | $907.0K | 0.13% | +1+0.1% | Added |
| SeaCrest Wealth Management, LLC | 1,962 | $909.0K | 0.10% | −21−1.1% | Reduced |
| Greenup Street Wealth Management LLC | 1,971 | $914.0K | 0.55% | +1,971 | New |
| Basepoint Wealth LLC | 1,972 | $914.2K | 0.90% | +1,972 | New |
| Taylor Hoffman Wealth Management | 1,997 | $926.0K | 0.35% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 2,000 | $927.0K | 0.12% | 00.0% | Unchanged |
| Cetera Advisors LLC | 2,031 | $941.0K | 0.02% | −313−13.4% | Reduced |
| Lido Advisors, LLC | 2,036 | $943.0K | 0.02% | −189−8.5% | Reduced |
| Bessemer Securities LLC | 2,035 | $943.0K | 0.26% | +227+12.6% | Added |
| Chicago Capital, LLC | 2,036 | $944.0K | 0.04% | 00.0% | Unchanged |
| AXS Investments LLC | 2,039 | $945.0K | 0.22% | +2,039 | New |
| Vanguard Capital Wealth Advisors | 2,044 | $947.0K | 0.68% | +5+0.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,069 | $959.0K | 0.14% | +45+2.2% | Added |
| Twin Capital Management Inc | 2,092 | $970.0K | 0.10% | −130−5.9% | Reduced |
| Pinnacle Associates Ltd | 2,093 | $970.0K | 0.02% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 2,097 | $972.0K | 0.05% | 00.0% | Unchanged |
| Hofer & Associates. Inc | 2,114 | $980.0K | 0.89% | +2,114 | New |
| Metis Global Partners, LLC | 2,125 | $985.0K | 0.27% | +2,125 | New |
| Bard Financial Services, Inc. | 2,150 | $997.0K | 0.08% | 00.0% | Unchanged |
| Beacon Financial Group | 2,154 | $1.00M | 0.13% | +149+7.4% | Added |
| 9258 Wealth Management, LLC | 2,172 | $1.01M | 0.23% | +135+6.6% | Added |
| Quent Capital, LLC | 2,178 | $1.01M | 0.21% | +2,178 | New |
| Verus Financial Partners, Inc. | 2,207 | $1.02M | 0.14% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 2,217 | $1.03M | 0.26% | −399−15.3% | Reduced |
| Clearstead Advisors, LLC | 2,227 | $1.03M | 0.07% | +56+2.6% | Added |
| Souders Financial Advisors | 2,227 | $1.03M | 0.30% | +10.0% | Added |
| Tokio Marine Asset Management Co Ltd | 2,264 | $1.05M | 0.08% | +182+8.7% | Added |
| Atlantic Union Bankshares Corp | 2,266 | $1.05M | 0.09% | −147−6.1% | Reduced |
| Fulcrum Asset Management LLP | – | $1.06M | 0.52% | – | – |
| Frisch Financial Group, Inc. | 2,285 | $1.06M | 0.33% | −109−4.6% | Reduced |
| Sentry Investment Management LLC | 2,287 | $1.06M | 0.28% | 00.0% | Unchanged |
| Sigma Planning Corp | 2,300 | $1.07M | 0.03% | −15−0.6% | Reduced |
| Busey Wealth Management | 2,303 | $1.07M | 0.04% | −8−0.3% | Reduced |
| National Asset Management, Inc. | 2,318 | $1.07M | 0.03% | +54+2.4% | Added |
| Hollencrest Capital Management | 2,336 | $1.08M | 0.09% | +2+0.1% | Added |
| Gofen & Glossberg LLC | 2,350 | $1.09M | 0.02% | 00.0% | Unchanged |
| 1st Source Bank | 2,377 | $1.10M | 0.06% | +10+0.4% | Added |
| Trust Asset Management LLC | 2,393 | $1.11M | 0.14% | 00.0% | Unchanged |
| Arden Trust Co | 2,416 | $1.12M | 0.19% | +43+1.8% | Added |
| Wesbanco Bank Inc | 2,422 | $1.12M | 0.04% | +10+0.4% | Added |
| Pitcairn Co | 2,447 | $1.13M | 0.07% | +177+7.8% | Added |
| Donaldson Capital Management, LLC | 2,452 | $1.14M | 0.05% | +17+0.7% | Added |
| Checchi Capital Advisers, LLC | 2,455 | $1.14M | 0.13% | +33+1.4% | Added |
| Bremer Bank National Association | 2,461 | $1.14M | 0.19% | −87−3.4% | Reduced |
| Desjardins Global Asset Management Inc. | 2,464 | $1.14M | 0.10% | +2,464 | New |
| Independent Advisor Alliance | 2,473 | $1.15M | 0.06% | −181−6.8% | Reduced |
| CWM, LLC | 2,473 | $1.15M | 0.01% | +2,473 | New |
| Unigestion Holding SA | 2,483 | $1.15M | 0.05% | −690−21.7% | Reduced |
| Regent Investment Management LLC | 2,515 | $1.17M | 0.25% | 00.0% | Unchanged |
| Spire Wealth Management | 2,106 | $1.17M | 0.03% | −787−27.2% | Reduced |
| Principle Wealth Partners LLC | 2,530 | $1.17M | 0.12% | +10+0.4% | Added |
| Insight Wealth Strategies, LLC | 2,547 | $1.18M | 0.17% | +296+13.1% | Added |
| Semmax Financial Advisors Inc. | 2,564 | $1.19M | 0.44% | −713−21.8% | Reduced |
| Brinker Capital Investments, LLC | 2,576 | $1.19M | 0.02% | +922+55.7% | Added |
| Clarius Group, LLC | 2,587 | $1.20M | 0.09% | +15+0.6% | Added |
| Conning Inc. | 2,588 | $1.20M | 0.03% | −169−6.1% | Reduced |
| Connectus Wealth, LLC | 2,620 | $1.22M | 0.05% | +2,620 | New |
| Sequoia Financial Advisors, LLC | 2,652 | $1.23M | 0.03% | +2,652 | New |
| Aigen Investment Management, LP | 2,765 | $1.24M | 0.08% | +2,765 | New |
| Garrison Point Advisors, LLC | 2,700 | $1.25M | 0.83% | 00.0% | Unchanged |
| Csenge Advisory Group | 3,277 | $1.26M | 0.11% | −24−0.7% | Reduced |
| Cozad Asset Management Inc | 2,724 | $1.26M | 0.18% | +585+27.3% | Added |
| Foster & Motley Inc | 2,726 | $1.26M | 0.10% | −71−2.5% | Reduced |
| DB Fitzpatrick & Co, Inc | 2,740 | $1.27M | 1.19% | +2,740 | New |
| Lincoln National Corp | 2,741 | $1.27M | 0.03% | +270+10.9% | Added |
| Parallel Advisors, LLC | 2,748 | $1.27M | 0.05% | +247+9.9% | Added |
| Pinnacle Financial Partners Inc | 2,768 | $1.28M | 0.04% | +1,010+57.5% | Added |
| Edgestream Partners, L.P. | 2,783 | $1.29M | 0.08% | +698+33.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 2,784 | $1.29M | 0.08% | +2,784 | New |
| Cypress Capital Management LLC | 2,824 | $1.31M | 0.15% | −80−2.8% | Reduced |
| Forum Financial Management, LP | 2,827 | $1.31M | 0.07% | +2,827 | New |
| Signaturefd, LLC | 2,843 | $1.32M | 0.04% | +88+3.2% | Added |
| Corient Capital Partners, LLC | 2,867 | $1.33M | 0.09% | +144+5.3% | Added |