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 |
|---|---|---|---|---|---|
| Cable Hill Partners, LLC | 1,059 | $491.0K | 0.10% | +55+5.5% | Added |
| BCJ Capital Management, LLC | 1,057 | $490.0K | 0.05% | −269−20.3% | 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 |
| Central Bank & Trust Co | 1,048 | $486.0K | 0.08% | −69−6.2% | Reduced |
| American Trust | 1,046 | $485.0K | 0.04% | +1,046 | New |
| 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 |
| 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 |
| Level Four Advisory Services, LLC | 1,035 | $480.0K | 0.04% | −99−8.7% | Reduced |
| Venture Visionary Partners LLC | 1,035 | $479.0K | 0.03% | 00.0% | Unchanged |
| Charter Trust Co | 1,032 | $478.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| 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 |
| First National Bank of South Miami | 1,007 | $467.0K | 0.28% | +63+6.7% | Added |
| Cross Staff Investments Inc | 1,006 | $466.0K | 0.42% | +1,006 | New |
| United Community Bank | 1,005 | $465.9K | 0.47% | +1,005 | New |
| 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 |
| Trustcore Financial Services, LLC | 997 | $462.0K | 0.05% | +7+0.7% | Added |
| Independent Financial Group, LLC | 995 | $461.2K | 0.04% | −278−21.8% | Reduced |
| Pure Financial Advisors, Inc. | 989 | $459.0K | 0.02% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 989 | $458.0K | 0.03% | −129−11.5% | Reduced |
| Congress Wealth Management LLC | 988 | $458.0K | 0.01% | +988 | New |
| First Financial Bank - Trust Division | 986 | $457.0K | 0.05% | +4+0.4% | Added |
| Hengehold Capital Management LLC | 981 | $455.0K | 0.06% | −9−0.9% | Reduced |
| 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 |
| Cassady Schiller Wealth Management, LLC | 975 | $452.0K | 0.27% | +975 | New |
| Wealthcare Advisory Partners LLC | 961 | $446.0K | 0.03% | −266−21.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 961 | $445.0K | 0.07% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 959 | $444.0K | 0.03% | +391+68.8% | Added |
| Pettinga Financial Advisors, LLC | 955 | $443.0K | 0.11% | +7+0.7% | Added |
| HM Payson & Co | 953 | $442.0K | 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 |
| Bartlett & Co. Wealth Management LLC | 951 | $440.8K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 949 | $440.0K | 0.02% | +949 | New |
| G2 Capital Management, LLC | 950 | $440.0K | 0.16% | +950 | New |
| Western Wealth Management, LLC | 949 | $438.0K | 0.04% | +949 | New |
| Spectrum Management Group, LLC | 942 | $437.0K | 0.06% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 932 | $432.0K | 0.18% | −142−13.2% | Reduced |
| 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 |
| Country Club Trust Company, n.a. | 908 | $424.0K | 0.03% | +908 | New |
| Krane Funds Advisors LLC | 912 | $423.0K | 0.01% | −168−15.6% | Reduced |
| Great Diamond Partners, LLC | 904 | $419.0K | 0.11% | +118+15.0% | Added |
| Horan Securities, Inc. | 901 | $418.0K | 0.25% | +901 | New |
| Prelude Capital Management, LLC | 898 | $416.0K | 0.02% | +898 | New |
| 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 |
| Convergence Investment Partners, LLC | 890 | $413.0K | 0.21% | −24−2.6% | Reduced |
| Axiom Financial Strategies, LLC | 888 | $412.0K | 0.19% | +205+30.0% | Added |
| Arlington Partners LLC | 887 | $411.0K | 0.11% | +58+7.0% | Added |
| Assetmark, Inc | 887 | $411.0K | 0.00% | +268+43.3% | Added |
| Strategic Blueprint, LLC | 880 | $408.0K | 0.05% | −45−4.9% | Reduced |
| Poplar Forest Capital LLC | 878 | $407.0K | 0.04% | −31−3.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 876 | $406.0K | 0.11% | −7−0.8% | Reduced |
| Harbor Group, Inc. | 872 | $404.0K | 0.24% | −69−7.3% | Reduced |
| Valley National Advisers Inc | 870 | $403.0K | 0.07% | +107+14.0% | Added |
| Ellevest, Inc. | 861 | $399.0K | 0.04% | +142+19.7% | Added |
| Wealthspire Advisors, LLC | 856 | $397.0K | 0.01% | −310−26.6% | Reduced |
| Vantage Consulting Group Inc | 854 | $396.0K | 0.11% | −114−11.8% | Reduced |
| Syntax Advisors, LLC | 854 | $396.0K | 0.29% | +854 | New |
| 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 |
| Whalerock Point Partners, LLC | 845 | $391.7K | 0.13% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 844 | $391.0K | 0.08% | +4+0.5% | Added |
| Trust Co of Virginia | 841 | $390.0K | 0.04% | +51+6.5% | Added |
| Eagle Bay Advisors LLC | 838 | $389.0K | 0.25% | +159+23.4% | Added |
| Halbert Hargrove Global Advisors, LLC | 836 | $387.0K | 0.02% | +126+17.7% | Added |
| Schechter Investment Advisors, LLC | 833 | $386.0K | 0.03% | +833 | New |
| Concord Wealth Partners | 831 | $385.0K | 0.09% | +105+14.5% | Added |
| Canal Capital Management, LLC | 829 | $384.0K | 0.09% | +22+2.7% | Added |
| Geller Advisors LLC | 829 | $384.0K | 0.07% | +36+4.5% | Added |
| Spinnaker Trust | 827 | $383.0K | 0.02% | 00.0% | Unchanged |
| PDS Planning, Inc | 826 | $383.0K | 0.07% | +51+6.6% | Added |
| E Fund Management Co., Ltd. | 823 | $381.0K | 0.01% | −68−7.6% | Reduced |
| Koss-Olinger Consulting, LLC | 818 | $379.0K | 0.06% | +18+2.3% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 813 | $377.0K | 0.07% | −821−50.2% | Reduced |
| Valmark Advisers, Inc. | 812 | $377.0K | 0.01% | +812 | New |
| First Affirmative Financial Network | 807 | $374.0K | 0.34% | +7+0.9% | Added |
| Barings LLC | 804 | $373.0K | 0.01% | −74−8.4% | Reduced |
| Keel Point, LLC | 804 | $373.0K | 0.05% | +51+6.8% | Added |
| OneAscent Financial Services LLC | 804 | $373.0K | 0.71% | +804 | New |
| Advisors Capital Management, LLC | 801 | $371.0K | 0.01% | −49−5.8% | Reduced |
| Meyer Handelman Co | 800 | $371.0K | 0.01% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 800 | $371.0K | 0.22% | 00.0% | Unchanged |
| Inverness Counsel LLC | 794 | $368.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 792 | $367.0K | 0.22% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 792 | $367.0K | 0.17% | 00.0% | Unchanged |
| CX Institutional | 789 | $366.0K | 0.03% | −3,729−82.5% | Reduced |
| Apollon Wealth Management, LLC | 788 | $365.0K | 0.03% | +788 | New |
| East Coast Asset Management, LLC. | 785 | $364.0K | 0.08% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 780 | $362.0K | 0.15% | −457−36.9% | Reduced |