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 |
|---|---|---|---|---|---|
| Keudell/Morrison Wealth Management | 4,489 | $2.08M | 0.82% | −4−0.1% | Reduced |
| Avantax Advisory Services, Inc. | 4,508 | $2.09M | 0.03% | +319+7.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 4,514 | $2.09M | 0.01% | −600−11.7% | Reduced |
| Valeo Financial Advisors, LLC | 4,558 | $2.11M | 0.12% | −134−2.9% | Reduced |
| AMG National Trust Bank | 4,576 | $2.12M | 0.06% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 4,620 | $2.14M | 0.05% | −1,013,006−99.5% | Reduced |
| Hohimer Wealth Management, LLC | 4,627 | $2.15M | 0.45% | +60+1.3% | Added |
| Barden Capital Management, Inc. | 4,646 | $2.15M | 2.05% | +4,646 | New |
| Phoenix Holdings Ltd. | 4,633 | $2.15M | 0.04% | −84−1.8% | Reduced |
| Madison Wealth Management | 4,657 | $2.16M | 0.43% | 00.0% | Unchanged |
| Truvestments Capital LLC | 4,671 | $2.17M | 1.09% | −40−0.8% | Reduced |
| Blair William & Co | 4,695 | $2.18M | 0.01% | +476+11.3% | Added |
| Chesley Taft & Associates LLC | 4,719 | $2.19M | 0.11% | −15−0.3% | Reduced |
| Jackson Wealth Management, LLC | 4,748 | $2.20M | 0.28% | +4,748 | New |
| Oppenheimer Asset Management Inc. | 4,768 | $2.21M | 0.03% | −2,090−30.5% | Reduced |
| Brighton Jones LLC | 4,769 | $2.21M | 0.10% | +29+0.6% | Added |
| TrinityPoint Wealth, LLC | 4,795 | $2.22M | 0.39% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,834 | $2.24M | 1.46% | 00.0% | Unchanged |
| Diversified Trust Co | 4,842 | $2.25M | 0.07% | +2,001+70.4% | Added |
| First Midwest Bank Trust Division | 4,900 | $2.27M | 0.29% | +44+0.9% | Added |
| Profund Advisors LLC | 4,934 | $2.29M | 0.07% | +127+2.6% | Added |
| Benchmark Investment Advisors LLC | 4,935 | $2.29M | 1.89% | +4,935 | New |
| Vestcor Inc | 4,939 | $2.29M | 0.08% | −817−14.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 4,964 | $2.30M | 0.47% | −144−2.8% | Reduced |
| Cox Capital Mgt LLC | 5,033 | $2.33M | 1.38% | +155+3.2% | Added |
| Liberty One Investment Management, LLC | 5,059 | $2.35M | 0.35% | +141+2.9% | Added |
| Bragg Financial Advisors, Inc | 6,332 | $2.36M | 0.15% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 5,145 | $2.38M | 0.07% | +1,042+25.4% | Added |
| Banque Pictet & Cie SA | 5,219 | $2.42M | 0.02% | +5,219 | New |
| Jackson Hole Capital Partners, LLC | 5,266 | $2.44M | 0.76% | −161−3.0% | Reduced |
| Argent Trust Co | 5,291 | $2.45M | 0.14% | −67−1.3% | Reduced |
| Malaga Cove Capital, LLC | 5,297 | $2.46M | 0.97% | 00.0% | Unchanged |
| Stableford Capital II LLC | 5,513 | $2.48M | 1.04% | +390+7.6% | Added |
| Stonebridge Capital Advisors LLC | 5,390 | $2.50M | 0.28% | +132+2.5% | Added |
| Old National Bancorp | 5,423 | $2.51M | 0.09% | +624+13.0% | Added |
| Cigna Investments Inc | 5,524 | $2.56M | 0.20% | −2,013−26.7% | Reduced |
| Empirical Finance, LLC | 5,536 | $2.57M | 0.30% | −10−0.2% | Reduced |
| Lederer & Associates Investment Counsel | 5,589 | $2.59M | 1.50% | −161−2.8% | Reduced |
| Jefferies Group LLC | 5,600 | $2.60M | 0.05% | −49,595−89.9% | Reduced |
| American National Insurance Co | 5,600 | $2.60M | 0.57% | −32,974−85.5% | Reduced |
| Sectoral Asset Management Inc | 5,625 | $2.61M | 0.39% | +5,625 | New |
| Voloridge Investment Management, LLC | 5,650 | $2.62M | 0.01% | −233,154−97.6% | Reduced |
| Umb Bank N A | 5,673 | $2.63M | 0.03% | +5,673 | New |
| Agf Investments Inc. | 5,696 | $2.64M | 0.02% | −4,562−44.5% | Reduced |
| Veriti Management LLC | 5,712 | $2.65M | 0.34% | −232−3.9% | Reduced |
| Seeyond | 5,763 | $2.67M | 0.25% | −40−0.7% | Reduced |
| Channing Global Advisors, LLC | 5,792 | $2.69M | 2.55% | +5,792 | New |
| Family Legacy, Inc. | 5,928 | $2.69M | 1.10% | +144+2.5% | Added |
| People's United Financial, Inc. | 5,865 | $2.72M | 0.07% | −1,996−25.4% | Reduced |
| Redpoint Investment Management Pty Ltd | 5,875 | $2.72M | 0.22% | −49−0.8% | Reduced |
| Delta Capital Management LLC | 5,900 | $2.73M | 1.53% | −10−0.2% | Reduced |
| Strategic Financial Services, Inc, | 5,961 | $2.76M | 0.21% | −148−2.4% | Reduced |
| Bangor Savings Bank | 6,026 | $2.79M | 0.27% | −7−0.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,028 | $2.79M | 0.93% | 00.0% | Unchanged |
| Shelton Capital Management | 6,055 | $2.81M | 0.10% | −28−0.5% | Reduced |
| Prudential PLC | 6,114 | $2.83M | 0.04% | +6,114 | New |
| D.A. Davidson & Co. | 6,177 | $2.86M | 0.03% | −370−5.7% | Reduced |
| First Hawaiian Bank | 6,201 | $2.87M | 0.08% | +1,283+26.1% | Added |
| First Quadrant L P | 6,222 | $2.88M | 0.31% | 00.0% | Unchanged |
| Ninety One North America, Inc. | 6,293 | $2.92M | 0.10% | −251−3.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,324 | $2.93M | 0.27% | −12−0.2% | Reduced |
| Ontario Teachers Pension Plan Board | 6,365 | $2.95M | 0.04% | +2,299+56.5% | Added |
| Banque Cantonale Vaudoise | 6,487 | $3.01M | 0.12% | −3,490−35.0% | Reduced |
| Foundations Investment Advisors, LLC | 6,766 | $3.06M | 0.12% | +793+13.3% | Added |
| HB Wealth Management, LLC | 6,679 | $3.10M | 0.06% | +6,679 | New |
| RDA Financial Network | 6,704 | $3.11M | 1.27% | −293−4.2% | Reduced |
| Advisors Asset Management, Inc. | 6,730 | $3.12M | 0.04% | −1,470−17.9% | Reduced |
| Mitchell Capital Management Co | 6,731 | $3.12M | 0.63% | +3,407+102.5% | Added |
| Wright Investors Service Inc | 6,744 | $3.13M | 0.79% | +1,317+24.3% | Added |
| Wetherby Asset Management Inc | 6,811 | $3.16M | 0.18% | +29+0.4% | Added |
| Winton Group Ltd | 6,850 | $3.17M | 0.19% | +4,877+247.2% | Added |
| Oak Associates, Ltd | 6,877 | $3.19M | 0.17% | −153−2.2% | Reduced |
| Red Cedar Capital, LLC | 6,880 | $3.19M | 1.82% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 6,894 | $3.20M | 0.02% | −12,363−64.2% | Reduced |
| Bluefin Capital Management, LLC | 6,900 | $3.20M | 0.25% | +6,900 | New |
| Fort Washington Investment Advisors Inc | 6,956 | $3.23M | 0.02% | +177+2.6% | Added |
| Edmp, Inc. | 6,997 | $3.24M | 3.22% | −441−5.9% | Reduced |
| Bull Street Advisors, LLC | 7,036 | $3.26M | 1.55% | −200−2.8% | Reduced |
| Sofos Investments, Inc. | 10,208 | $3.28M | 0.26% | +10,208 | New |
| Essex Financial Services, Inc. | 7,108 | $3.29M | 0.33% | +1,885+36.1% | Added |
| Kestra Private Wealth Services, LLC | 7,126 | $3.30M | 0.16% | +355+5.2% | Added |
| Cetera Investment Advisers | 7,141 | $3.31M | 0.05% | +879+14.0% | Added |
| Assenagon Asset Management S.A. | 7,143 | $3.31M | 0.01% | +2,403+50.7% | Added |
| Kovitz Investment Group Partners, LLC | 10,479 | $3.37M | 0.08% | −14,268−57.7% | Reduced |
| Everence Capital Management Inc | 7,320 | $3.39M | 0.25% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 7,385 | $3.42M | 0.60% | +217+3.0% | Added |
| Van Eck Associates Corp | 7,395 | $3.43M | 0.01% | −41−0.6% | Reduced |
| Capstone Investment Advisors, LLC | 7,514 | $3.48M | 0.06% | −1,975−20.8% | Reduced |
| Burney Co | 7,589 | $3.52M | 0.15% | +126+1.7% | Added |
| Capital International Sarl | 7,621 | $3.53M | 0.17% | +838+12.4% | Added |
| BKD Wealth Advisors, LLC | 7,670 | $3.56M | 0.15% | −121−1.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 7,690 | $3.56M | 0.12% | −5−0.1% | Reduced |
| Erste Asset Management GmbH | 7,663 | $3.58M | 0.06% | +36+0.5% | Added |
| Pensionfund Sabic | 7,750 | $3.59M | 0.67% | 00.0% | Unchanged |
| Garrison Bradford & Associates Inc | 7,769 | $3.60M | 3.23% | −150−1.9% | Reduced |
| Greenleaf Trust | 7,790 | $3.61M | 0.04% | +2,603+50.2% | Added |
| Core Alternative Capital | 7,831 | $3.63M | 0.73% | −1,422−15.4% | Reduced |
| ProVise Management Group, LLC | 7,861 | $3.64M | 0.33% | −55−0.7% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $3.71M | 0.95% | 00.0% | Unchanged |
| JustInvest LLC | 8,077 | $3.74M | 0.22% | +2,813+53.4% | Added |