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 |
|---|---|---|---|---|---|
| Insight Inv LLC | 2,872 | $1.33M | 1.22% | +2,872 | New |
| FDx Advisors, Inc. | 2,876 | $1.33M | 0.04% | +333+13.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,856 | $1.33M | 0.04% | 00.0% | Unchanged |
| Central Trust Co | 2,898 | $1.34M | 0.04% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 2,909 | $1.35M | 1.16% | −298−9.3% | Reduced |
| Wedbush Securities Inc | 2,927 | $1.36M | 0.06% | −606−17.2% | Reduced |
| Cerity Partners LLC | 2,937 | $1.36M | 0.02% | +1,755+148.5% | Added |
| Kinneret Advisory, LLC | 2,938 | $1.36M | 0.14% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,967 | $1.38M | 0.20% | −50−1.7% | Reduced |
| Delphi Management Inc | 2,972 | $1.38M | 1.30% | +141+5.0% | Added |
| Anchor Investment Management, LLC | 2,978 | $1.38M | 0.17% | +156+5.5% | Added |
| Ieq Capital, LLC | 2,986 | $1.38M | 0.03% | +115+4.0% | Added |
| Balasa Dinverno & Foltz LLC | 2,998 | $1.39M | 0.09% | −106−3.4% | Reduced |
| RMB Capital Management, LLC | 3,004 | $1.39M | 0.04% | −40−1.3% | Reduced |
| CAPROCK Group, Inc. | 3,051 | $1.41M | 0.12% | +255+9.1% | Added |
| Wealth Architects, LLC | 3,083 | $1.43M | 0.25% | +74+2.5% | Added |
| Institute for Wealth Management, LLC. | 3,096 | $1.44M | 0.23% | 00.0% | Unchanged |
| Brookstone Capital Management | 3,336 | $1.45M | 0.03% | −247−6.9% | Reduced |
| Integrated Advisors Network LLC | 3,142 | $1.46M | 0.09% | +2,246+250.7% | Added |
| Ameritas Investment Partners, Inc. | 3,182 | $1.48M | 0.05% | −101−3.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,194 | $1.48M | 0.09% | −3,333−51.1% | Reduced |
| Leavell Investment Management, Inc. | 3,200 | $1.48M | 0.10% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 3,201 | $1.48M | 0.34% | −47−1.4% | Reduced |
| SRB Corp | 3,203 | $1.49M | 0.08% | −1,305−28.9% | Reduced |
| American National Registered Investment Advisor, Inc. | 3,212 | $1.49M | 0.49% | −10.0% | Reduced |
| Coldstream Capital Management Inc | 3,211 | $1.49M | 0.05% | +1,984+161.7% | Added |
| Tru Independence Asset Management 2, LLC | 3,214 | $1.49M | 0.79% | +1,391+76.3% | Added |
| Acropolis Investment Management, LLC | 3,236 | $1.50M | 0.13% | −124−3.7% | Reduced |
| New England Research & Management, Inc. | 3,240 | $1.50M | 0.73% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 3,246 | $1.50M | 0.01% | +3,246 | New |
| Richwood Investment Advisors, LLC | 3,262 | $1.51M | 1.32% | +3,262 | New |
| Matisse Capital | 3,272 | $1.52M | 1.05% | −1,000−23.4% | Reduced |
| Searle & Co. | 3,290 | $1.52M | 0.55% | 00.0% | Unchanged |
| Highland Capital Management Fund Advisors, L.P. | 3,300 | $1.53M | 0.22% | +1,885+133.2% | Added |
| Trail Ridge Investment Advisors, LLC | 3,336 | $1.55M | 0.93% | +3,336 | New |
| Kornitzer Capital Management Inc | 3,375 | $1.56M | 0.02% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 3,409 | $1.58M | 0.55% | −49−1.4% | Reduced |
| Johnson Investment Counsel Inc | 3,410 | $1.58M | 0.02% | +123+3.7% | Added |
| Sumitomo Life Insurance Co | 3,430 | $1.59M | 0.04% | −106−3.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,420 | $1.59M | 0.03% | +1,100+47.4% | Added |
| Mount Yale Investment Advisors, LLC | 3,458 | $1.60M | 0.17% | +5+0.1% | Added |
| Aurora Investment Counsel | 3,461 | $1.60M | 0.95% | −936−21.3% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 3,499 | $1.62M | 0.53% | +3,499 | New |
| WBI Investments | 3,756 | $1.63M | 0.26% | +3,756 | New |
| Heritage Wealth Advisors | 3,521 | $1.63M | 0.09% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,525 | $1.63M | 0.54% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 3,535 | $1.64M | 0.10% | −333−8.6% | Reduced |
| Harfst & Associates, Inc. | 3,586 | $1.66M | 0.42% | +156+4.5% | Added |
| Cohen Klingenstein LLC | 3,600 | $1.67M | 0.07% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 3,609 | $1.67M | 0.43% | −254−6.6% | Reduced |
| Voya Financial Advisors, Inc. | 3,581 | $1.67M | 0.19% | +280+8.5% | Added |
| Pensionfund DSM Netherlands | 3,625 | $1.68M | 0.19% | 00.0% | Unchanged |
| Heartland Advisors Inc | 3,641 | $1.69M | 0.10% | +3,641 | New |
| Leonteq Securities AG | 3,654 | $1.69M | 0.08% | −184−4.8% | Reduced |
| AlphaCrest Capital Management LLC | 3,716 | $1.72M | 0.06% | +1,163+45.6% | Added |
| Steward Partners Investment Advisory, LLC | 3,717 | $1.72M | 0.03% | +1,800+93.9% | Added |
| PKO Investment Management Joint-Stock Co | 3,739 | $1.73M | 0.20% | +3,739 | New |
| Haverford Trust Co | 3,746 | $1.74M | 0.02% | −625−14.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,758 | $1.74M | 0.15% | +724+23.9% | Added |
| OPSEU Pension Plan Trust Fund | 3,777 | $1.75M | 0.40% | +812+27.4% | Added |
| Violich Capital Management, Inc. | 3,770 | $1.75M | 0.25% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 3,765 | $1.75M | 0.03% | +3,765 | New |
| Massmutual Trust Co FSB | 3,852 | $1.79M | 0.07% | −223−5.5% | Reduced |
| Fort, L.P. | 3,857 | $1.79M | 0.58% | −420−9.8% | Reduced |
| Michael B. Yongue | 3,875 | $1.80M | 1.20% | −65−1.6% | Reduced |
| First Business Financial Services, Inc. | 3,885 | $1.80M | 0.19% | +79+2.1% | Added |
| FRG Family Wealth Advisors LLC | 3,892 | $1.80M | 0.34% | −20−0.5% | Reduced |
| Stevens Capital Management LP | 3,898 | $1.81M | 0.42% | +2,454+169.9% | Added |
| Atlas Capital Advisors LLC | 3,918 | $1.82M | 0.27% | −477−10.9% | Reduced |
| MAI Capital Management | 3,920 | $1.82M | 0.03% | −92−2.3% | Reduced |
| Smith, Moore & Co. | 3,925 | $1.82M | 0.25% | 00.0% | Unchanged |
| Colony Group LLC | 3,930 | $1.82M | 0.03% | −517−11.6% | Reduced |
| Comerica Securities,inc. | 3,940 | $1.83M | 0.12% | −84−2.1% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 3,930 | $1.84M | 0.17% | −120−3.0% | Reduced |
| Sawtooth Solutions, LLC | 3,960 | $1.84M | 0.21% | +2,072+109.7% | Added |
| Stratos Wealth Partners, LTD. | 3,987 | $1.85M | 0.04% | −57−1.4% | Reduced |
| James Investment Research Inc | 3,997 | $1.85M | 0.17% | −92−2.2% | Reduced |
| Zurich Insurance Group Ltd | 4,000 | $1.85M | 0.02% | +4,000 | New |
| Sterling Investment Management, Inc. | 4,035 | $1.87M | 1.16% | −53−1.3% | Reduced |
| Hancock Whitney Corp | 4,037 | $1.87M | 0.06% | −69−1.7% | Reduced |
| Raymond James Trust N.A. | 4,075 | $1.89M | 0.06% | +374+10.1% | Added |
| IBM Retirement Fund | 4,080 | $1.89M | 0.23% | −2,845−41.1% | Reduced |
| Intrust Bank NA | 4,089 | $1.90M | 0.23% | +133+3.4% | Added |
| Symmetry Partners, LLC | 4,091 | $1.90M | 0.12% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 4,100 | $1.90M | 2.03% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 4,124 | $1.91M | 0.05% | −10,928−72.6% | Reduced |
| TD Private Client Wealth LLC | 4,167 | $1.93M | 0.08% | −26−0.6% | Reduced |
| Orion Portfolio Solutions, LLC | 4,169 | $1.93M | 0.06% | +69+1.7% | Added |
| Tufton Capital Management | 4,190 | $1.94M | 0.30% | 00.0% | Unchanged |
| AIA Group Ltd | 4,297 | $1.99M | 0.09% | +3,374+365.5% | Added |
| Advisory Services Network, LLC | 4,329 | $2.01M | 0.06% | −156−3.5% | Reduced |
| Vista Investment Management | 4,343 | $2.01M | 1.09% | −56−1.3% | Reduced |
| IndexIQ Advisors LLC | 4,349 | $2.02M | 0.07% | −153−3.4% | Reduced |
| Park Avenue Securities LLC | 4,371 | $2.03M | 0.04% | +121+2.8% | Added |
| Qtron Investments LLC | 4,372 | $2.03M | 0.46% | +688+18.7% | Added |
| Jag Capital Management, LLC | 4,380 | $2.03M | 0.16% | +119+2.8% | Added |
| KCS Wealth Advisory | 4,404 | $2.04M | 0.82% | +1,247+39.5% | Added |
| Cubist Systematic Strategies, LLC | 4,430 | $2.05M | 0.02% | −17,503−79.8% | Reduced |
| Savant Capital, LLC | 4,443 | $2.06M | 0.07% | +273+6.5% | Added |
| Atom Investors LP | 4,471 | $2.07M | 0.57% | +4,471 | New |