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 |
|---|---|---|---|---|---|
| BBR Partners, LLC | 778 | $361.0K | 0.04% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 776 | $360.0K | 0.01% | −84−9.8% | Reduced |
| Chesapeake Wealth Management | 776 | $360.0K | 0.12% | 00.0% | Unchanged |
| Cypress Capital Group | 772 | $358.0K | 0.04% | −290−27.3% | Reduced |
| Maxele Advisors, LLC | 770 | $356.9K | 0.41% | +770 | New |
| Ridgecrest Wealth Partners, LLC | 765 | $355.0K | 0.17% | 00.0% | Unchanged |
| First National Trust Co | 765 | $355.0K | 0.02% | +34+4.7% | Added |
| Capital Management Corp | 761 | $353.0K | 0.07% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 759 | $352.0K | 0.02% | −964−55.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 758 | $352.0K | 0.02% | +201+36.1% | Added |
| Tobam | 757 | $351.0K | 0.02% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 755 | $350.0K | 0.07% | 00.0% | Unchanged |
| Constitution Capital LLC | 750 | $348.0K | 0.19% | −100−11.8% | Reduced |
| Summit Financial Group Inc | 744 | $345.0K | 0.11% | +51+7.4% | Added |
| Bahl & Gaynor Inc | 737 | $342.0K | 0.00% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 734 | $340.0K | 0.14% | +46+6.7% | Added |
| Glassman Wealth Services | 727 | $337.0K | 0.06% | +254+53.7% | Added |
| Waldron Private Wealth LLC | 727 | $336.0K | 0.02% | +2+0.3% | Added |
| Woodstock Corp | 720 | $334.0K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 716 | $332.0K | 0.02% | +716 | New |
| Godshalk Welsh Capital Management, Inc. | 715 | $331.0K | 0.19% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 711 | $330.0K | 0.02% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 707 | $328.0K | 0.41% | +707 | New |
| Adams Wealth Management | 706 | $327.0K | 0.10% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 706 | $327.0K | 0.08% | +95+15.5% | Added |
| Sierra Capital LLC | 704 | $326.0K | 0.05% | +9+1.3% | Added |
| Good Life Advisors, LLC | 704 | $326.0K | 0.04% | +31+4.6% | Added |
| Exencial Wealth Advisors, LLC | 702 | $325.0K | 0.02% | +5+0.7% | Added |
| Alliance Wealth Advisors, LLC | 702 | $325.0K | 0.26% | +9+1.3% | Added |
| JB Capital LLC | 700 | $324.8K | 0.03% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 700 | $324.0K | 0.16% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 696 | $323.0K | 0.05% | −42−5.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 694 | $322.0K | 0.00% | +3+0.4% | Added |
| Intersect Capital LLC | 689 | $320.0K | 0.06% | +689 | New |
| Stanley-Laman Group, Ltd. | 682 | $316.0K | 0.04% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 677 | $314.0K | 0.09% | −35−4.9% | Reduced |
| Proficio Capital Partners LLC | 676 | $313.0K | 0.04% | +34+5.3% | Added |
| SJS Investment Consulting Inc. | 676 | $313.0K | 0.09% | +676 | New |
| Glenview Trust Co | 674 | $312.0K | 0.01% | +5+0.7% | Added |
| Court Place Advisors, LLC | 667 | $309.0K | 0.09% | 00.0% | Unchanged |
| Montag A & Associates Inc | 657 | $305.0K | 0.02% | +200+43.8% | Added |
| Kolinsky Wealth Management, LLC | 657 | $305.0K | 0.28% | +657 | New |
| Midwest Wealth Management Inc. | 650 | $301.0K | 0.19% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 649 | $301.0K | 0.04% | +66+11.3% | Added |
| First City Capital Management, Inc. | 672 | $300.0K | 0.17% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 667 | $299.0K | 0.03% | −149−18.3% | Reduced |
| Diligent Investors, LLC | 645 | $299.0K | 0.08% | 00.0% | Unchanged |
| Bluestein R H & Co | 646 | $299.0K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 642 | $298.0K | 0.03% | −7−1.1% | Reduced |
| Retirement Guys Formula LLC | 637 | $295.0K | 0.23% | +637 | New |
| LVW Advisors, LLC | 634 | $294.0K | 0.05% | +634 | New |
| Wedmont Private Capital | 658 | $294.0K | 0.09% | +658 | New |
| First Horizon Advisors, Inc. | 634 | $293.0K | 0.01% | −46−6.8% | Reduced |
| Wealthsource Partners, LLC | 631 | $293.0K | 0.02% | −37−5.5% | Reduced |
| Accretive Wealth Partners, LLC | 633 | $293.0K | 0.19% | +2+0.3% | Added |
| Humankind Investments LLC | 632 | $293.0K | 0.12% | +6+1.0% | Added |
| King Luther Capital Management Corp | 632 | $293.0K | 0.00% | +17+2.8% | Added |
| Joel Isaacson & Co., LLC | 627 | $291.0K | 0.02% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 629 | $291.0K | 0.12% | +629 | New |
| Washington Capital Management Inc | 625 | $289.7K | 0.23% | 00.0% | Unchanged |
| Caldwell Trust Co | 625 | $289.7K | 0.03% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 624 | $289.0K | 0.13% | +29+4.9% | Added |
| Financial Engines Advisors L.L.C. | 620 | $288.0K | 0.00% | +620 | New |
| Reilly Financial Advisors, LLC | 619 | $287.0K | 0.02% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 619 | $287.0K | 0.01% | +17+2.8% | Added |
| XR Securities LLC | 620 | $287.0K | 0.03% | +620 | New |
| Kellett Schaffner Wealth Advisors LLC | 613 | $284.0K | 0.22% | +613 | New |
| Gerber Kawasaki Wealth & Investment Management | 608 | $281.0K | 0.02% | +13+2.2% | Added |
| Watershed Asset Management, L.L.C. | 605 | $280.0K | 0.25% | +605 | New |
| Wintrust Investments LLC | 600 | $278.0K | 0.03% | 00.0% | Unchanged |
| Hancock Whitney Investment Services Inc. | 603 | $277.0K | 0.05% | +603 | New |
| Family Firm, Inc. | 596 | $276.0K | 0.07% | +1+0.2% | Added |
| First National Bank | 593 | $275.0K | 0.24% | +593 | New |
| Peachtree Investment Partners, LLC | 593 | $275.0K | 0.12% | +593 | New |
| AIMZ Investment Advisors, LLC | 590 | $273.0K | 0.11% | 00.0% | Unchanged |
| Lehman & Derafelo Financial Resources LLC | 590 | $273.0K | 0.08% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 587 | $272.0K | 0.02% | −58−9.0% | Reduced |
| Fox Run Management, L.L.C. | 580 | $269.0K | 0.16% | +580 | New |
| Autumn Glory Partners, LLC | 577 | $268.0K | 0.11% | +577 | New |
| Roberts Glore & Co Inc | 575 | $267.0K | 0.07% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 575 | $266.5K | 0.10% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 562 | $261.0K | 0.02% | −63−10.1% | Reduced |
| Annex Advisory Services, LLC | 562 | $261.0K | 0.02% | 00.0% | Unchanged |
| DRW Securities, LLC | 562 | $261.0K | 0.02% | +562 | New |
| McElhenny Sheffield Capital Management, LLC | 560 | $260.0K | 0.10% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 586 | $259.0K | 0.03% | +68+13.1% | Added |
| Octavia Wealth Advisors, LLC | 558 | $259.0K | 0.06% | −2−0.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 559 | $259.0K | 0.08% | 00.0% | Unchanged |
| Wealthquest Corp | 560 | $259.0K | 0.04% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 554 | $257.0K | 0.04% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 554 | $257.0K | 0.10% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 554 | $257.0K | 0.02% | +81+17.1% | Added |
| Samalin Investment Counsel, LLC | 553 | $257.0K | 0.15% | +553 | New |
| EverSource Wealth Advisors, LLC | 551 | $255.0K | 0.07% | +551 | New |
| Renaissance Group LLC | 547 | $254.0K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 547 | $254.0K | 0.03% | +25+4.8% | Added |
| American Money Management, LLC | 548 | $254.0K | 0.07% | +548 | New |
| Prospera Financial Services Inc | 545 | $253.0K | 0.01% | −582−51.6% | Reduced |
| Bridgeworth, LLC | 545 | $253.0K | 0.06% | −5−0.9% | Reduced |
| Northeast Investment Management | 546 | $253.0K | 0.01% | 00.0% | Unchanged |