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 |
|---|---|---|---|---|---|
| Old North State Trust, LLC | 273 | $127.0K | 0.09% | +234+600.0% | Added |
| Atticus Wealth Management, LLC | 266 | $123.0K | 0.05% | 00.0% | Unchanged |
| Cambridge Trust Co | 264 | $122.0K | 0.00% | +264 | New |
| TD Ameritrade Investment Management, LLC | 264 | $122.0K | 0.00% | +264 | New |
| Monolith Advisors | 262 | $121.0K | 0.10% | +262 | New |
| Silvant Capital Management LLC | 257 | $119.0K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 250 | $116.0K | 0.03% | 00.0% | Unchanged |
| West Oak Capital, LLC | 250 | $116.0K | 0.04% | 00.0% | Unchanged |
| Seldon Capital LP | 250 | $116.0K | 0.07% | +250 | New |
| Vectors Research Management, LLC | 243 | $113.0K | 0.02% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 242 | $112.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 240 | $111.0K | 0.04% | 00.0% | Unchanged |
| Investors Research Corp | 235 | $109.0K | 0.03% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 232 | $108.0K | 0.05% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 232 | $108.0K | 0.02% | +13+5.9% | Added |
| USA Financial Portformulas Corp | 234 | $108.0K | 0.09% | +196+515.8% | Added |
| Wolff Wiese Magana LLC | 230 | $107.0K | 0.07% | −107−31.8% | Reduced |
| SOA Wealth Advisors, LLC. | 228 | $106.0K | 0.03% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 224 | $104.0K | 0.02% | +49+28.0% | Added |
| Evoke Wealth, LLC | 220 | $102.0K | 0.00% | +127+136.6% | Added |
| Barrett Asset Management, LLC | 212 | $98.0K | 0.00% | +212 | New |
| Plante Moran Financial Advisors, LLC | 208 | $96.0K | 0.02% | −8−3.7% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 202 | $94.0K | 0.06% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 200 | $93.0K | 0.01% | +200 | New |
| Mystic Asset Management, Inc. | 201 | $93.0K | 0.04% | +201 | New |
| Independence Bank of Kentucky | 198 | $92.0K | 0.04% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 198 | $92.0K | 0.04% | 00.0% | Unchanged |
| Optimum Investment Advisors | 180 | $83.0K | 0.03% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 180 | $83.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 178 | $83.0K | 0.12% | +178 | New |
| Tilia Fiduciary Partners, Inc. | 180 | $83.0K | 0.07% | +180 | New |
| AlphaMark Advisors, LLC | 175 | $81.0K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 175 | $81.0K | 0.05% | +175 | New |
| Harvest Fund Management Co., Ltd | 173 | $80.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 173 | $80.0K | 0.02% | +78+82.1% | Added |
| O'Dell Group, LLC | 166 | $77.0K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 164 | $76.0K | 0.06% | +164 | New |
| Godsey & Gibb Associates | 162 | $75.0K | 0.02% | +162 | New |
| AllSquare Wealth Management LLC | 160 | $74.0K | 0.04% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 158 | $73.0K | 0.05% | +158 | New |
| Ossiam | 156 | $72.0K | 0.00% | +73+88.0% | Added |
| Highlander Capital Management, LLC | 150 | $70.0K | 0.03% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 150 | $70.0K | 0.04% | 00.0% | Unchanged |
| First Command Bank | 180 | $67.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 143 | $66.0K | 0.00% | +28+24.3% | Added |
| Ninety One SA (PTY) Ltd | 140 | $65.0K | 0.02% | −6−4.1% | Reduced |
| West Paces Advisors Inc. | 136 | $63.0K | 0.02% | +14+11.5% | Added |
| Addison Advisors LLC | 131 | $61.0K | 0.04% | +4+3.1% | Added |
| Solstein Capital, LLC | 130 | $60.0K | 0.04% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 128 | $59.0K | 0.02% | +28+28.0% | Added |
| Johnson Financial Group, Inc. | 122 | $57.0K | 0.00% | +54+79.4% | Added |
| Amplius Wealth Advisors, LLC | 124 | $57.0K | 0.01% | +124 | New |
| City State Bank | 122 | $57.0K | 0.04% | +122 | New |
| Tacita Capital Inc | 115 | $53.0K | 0.03% | −35−23.3% | Reduced |
| M&R Capital Management Inc | 115 | $53.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 114 | $53.0K | 0.02% | +114 | New |
| Piscataqua Savings Bank | 109 | $51.0K | 0.04% | −5−4.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 110 | $51.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 110 | $51.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 111 | $51.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 111 | $51.0K | 0.01% | +10+9.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 105 | $49.0K | 0.02% | 00.0% | Unchanged |
| Burleson & Company, LLC | 105 | $49.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 105 | $49.0K | 0.01% | +105 | New |
| IAG Wealth Partners, LLC | 104 | $48.0K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 103 | $48.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 103 | $48.0K | 0.00% | +28+37.3% | Added |
| Simon Quick Advisors, LLC | 98 | $46.0K | 0.01% | −1,121−92.0% | Reduced |
| First Financial Corp | 99 | $46.0K | 0.03% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 100 | $46.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 95 | $44.0K | 0.00% | −17−15.2% | Reduced |
| Surevest, LLC | 94 | $44.0K | 0.01% | +94 | New |
| Allworth Financial LP | 92 | $43.0K | 0.00% | +24+35.3% | Added |
| Benjamin Edwards Inc | 91 | $42.0K | 0.01% | +54+145.9% | Added |
| Tyler-Stone Wealth Management | 88 | $41.0K | 0.02% | +88 | New |
| Key Financial Inc | 87 | $40.0K | 0.02% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 87 | $40.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 84 | $39.0K | 0.01% | +8+10.5% | Added |
| Hartford Financial Management Inc. | 80 | $37.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 78 | $36.0K | 0.01% | −11−12.4% | Reduced |
| Castleview Partners, LLC | 16,687 | $36.0K | 0.00% | +16,687 | New |
| Toth Financial Advisory Corp | 75 | $35.0K | 0.00% | −175−70.0% | Reduced |
| Prestige Wealth Management Group LLC | 73 | $34.0K | 0.01% | −24−24.7% | Reduced |
| Canton Hathaway, LLC | 74 | $34.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 73 | $34.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 70 | $32.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 69 | $32.0K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 70 | $32.0K | 0.03% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 68 | $31.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 66 | $31.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 67 | $31.0K | 0.00% | +67 | New |
| Field & Main Bank | 65 | $30.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 62 | $29.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 59 | $27.0K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 58 | $27.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 57 | $26.0K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 56 | $26.0K | 0.02% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 53 | $25.0K | 0.00% | −23−30.3% | Reduced |
| BerganKDV Wealth Management, LLC | 53 | $24.0K | 0.00% | +1+1.9% | Added |
| Carolinas Wealth Consulting LLC | 51 | $24.0K | 0.01% | 00.0% | Unchanged |