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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.

Institutional holdersQ4 2021: 1,375 institutions
Q1 2021: 1,215 institutionsQ2 2021: 1,239 institutionsQ3 2021: 1,221 institutionsQ4 2021: 1,375 institutionsQ1 2022: 1,423 institutionsQ2 2022: 1,443 institutionsQ3 2022: 1,448 institutionsQ4 2022: 1,550 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,672 institutionsQ2 2024: 1,712 institutionsQ3 2024: 1,702 institutionsQ4 2024: 1,609 institutionsQ1 2025: 1,667 institutionsQ2 2025: 1,596 institutionsQ3 2025: 1,512 institutionsQ4 2025: 1,557 institutionsQ1 2026: 1,473 institutionsQ2 2026: 1,615 institutions
Value heldQ4 2021: $99.3B
Q1 2021: $78.2BQ2 2021: $82.8BQ3 2021: $80.6BQ4 2021: $99.3BQ1 2022: $105.7BQ2 2022: $103.2BQ3 2022: $97.0BQ4 2022: $108.8BQ1 2023: $96.9BQ2 2023: $93.1BQ3 2023: $90.8BQ4 2023: $98.1BQ1 2024: $107.7BQ2 2024: $112.7BQ3 2024: $107.2BQ4 2024: $76.5BQ1 2025: $88.6BQ2 2025: $79.7BQ3 2025: $63.3BQ4 2025: $71.0BQ1 2026: $57.1BQ2 2026: $76.8B
Institutions holding ELV and their total value by quarter
QuarterHoldersValue
Q2 20261,615$76.8B
Q1 20261,473$57.1B
Q4 20251,557$71.0B
Q3 20251,512$63.3B
Q2 20251,596$79.7B
Q1 20251,667$88.6B
Q4 20241,609$76.5B
Q3 20241,702$107.2B
Q2 20241,712$112.7B
Q1 20241,672$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,550$108.8B
Q3 20221,448$97.0B
Q2 20221,443$103.2B
Q1 20221,423$105.7B
Q4 20211,375$99.3B
Q3 20211,221$80.6B
Q2 20211,239$82.8B
Q1 20211,215$78.2B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q3 2021.

Institutions holding ELV in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Cribstone Capital Management, LLC50$23.0K0.01%00.0%Unchanged
NVWM, LLC49$23.0K0.01%+17+53.1%Added
Contravisory Investment Management, Inc.50$23.0K0.01%+50New
Zullo Investment Group, Inc.49$23.0K0.01%+49New
JFS Wealth Advisors, LLC47$22.0K0.00%+24+104.3%Added
Comprehensive Financial Consultants Institutional, Inc.50$22.0K0.01%+50New
Carmichael Hill & Associates, Inc.45$21.0K0.01%00.0%Unchanged
Itau Unibanco Holding S.A.46$21.0K0.00%+16+53.3%Added
Pinnacle Bancorp, Inc.44$20.0K0.01%−17−27.9%Reduced
Newbridge Financial Services Group, Inc.44$20.0K0.01%+8+22.2%Added
Global Financial Private Client, LLC41$19.0K0.01%00.0%Unchanged
Howe & Rusling Inc40$19.0K0.00%00.0%Unchanged
Webster Bank, N. A.40$19.0K0.00%+40New
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.40$19.0K0.01%+40New
FinTrust Capital Advisors, LLC39$18.0K0.00%+39New
Dark Forest Capital Management LP36$17.0K0.01%−282−88.7%Reduced
Systematic Financial Management LP36$17.0K0.00%00.0%Unchanged
McCarthy Grittinger Financial Group, LLC36$16.7K0.01%00.0%Unchanged
ClariVest Asset Management LLC33$16.0K0.00%+2+6.5%Added
Motco32$15.0K0.00%00.0%Unchanged
Norway Savings Bank31$14.0K0.01%00.0%Unchanged
Brewin Dolphin Ltd30$14.0K0.00%00.0%Unchanged
Cornerstone Advisory, LLC30$14.0K0.00%+30New
Ahrens Investment Partners LLC30$14.0K0.01%+30New
Bogart Wealth, LLC29$13.0K0.00%00.0%Unchanged
Accel Wealth Management29$13.0K0.01%00.0%Unchanged
NewSquare Capital LLC28$13.0K0.00%00.0%Unchanged
Tortoise Investment Management, LLC28$13.0K0.00%00.0%Unchanged
Raffa Wealth Management, LLC27$12.5K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC25$12.0K0.00%00.0%Unchanged
Outfitter Financial LLC25$12.0K0.01%+25New
Morton Brown Family Wealth, LLC22$10.0K0.01%+22New
Neo Ivy Capital Management19$9.00K0.01%−579−96.8%Reduced
Rock Creek Group, LP20$9.00K0.00%−23−53.5%Reduced
McIlrath & Eck, LLC20$9.00K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC20$9.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC20$9.00K0.00%+8+66.7%Added
Globeflex Capital L P18$8.00K0.00%00.0%Unchanged
Lee Financial Co17$8.00K0.00%+2+13.3%Added
Core Wealth Advisors, Inc.18$8.00K0.00%+18New
Financial Perspectives, Inc16$7.42K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC16$7.00K0.00%00.0%Unchanged
Optiver Holding B.V.17$6.00K0.00%00.0%Unchanged
Edge Wealth Management LLC12$6.00K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC13$6.00K0.00%+5+62.5%Added
Lenox Wealth Advisors, LLC14$6.00K0.00%+13+1,300.0%Added
Pittenger & Anderson Inc13$6.00K0.00%+13New
Albion Financial Group12$6.00K0.00%+12New
Schubert & Co13$6.00K0.01%+13New
CNB Bank11$5.00K0.00%+11New
Elequin Capital LP11$5.00K0.00%+11New
Karlinski Andrew C11$5.00K0.01%+11New
Exane Derivatives10$4.63K0.00%−194−95.1%Reduced
Thomas White International Ltd8$4.00K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC9$4.00K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC9$4.00K0.00%00.0%Unchanged
Rise Advisors, LLC7$3.02K0.00%+7New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC8$3.00K0.00%00.0%Unchanged
TCTC Holdings, LLC6$3.00K0.00%+6New
Total Clarity Wealth Management, Inc.6$3.00K0.00%+6New
Curi Capital7$3.00K0.00%+7New
Widmann Financial Services, Inc.7$3.00K0.00%+7New
McCarthy Asset Management, Inc.5$2.00K0.00%−5−50.0%Reduced
Gradient Investments LLC4$2.00K0.00%00.0%Unchanged
JNBA Financial Advisors5$2.00K0.00%00.0%Unchanged
Ellis Investment Partners, LLC5$2.00K0.00%+5New
TSFG, LLC4$2.00K0.00%+4New
Confluence Wealth Services, Inc.5$2.00K0.00%+5New
Laffer Tengler Investments3$1.41K0.00%00.0%Unchanged
Bellwether Advisors, LLC4$1.00K0.00%−4−50.0%Reduced
Avion Wealth3$1.00K0.00%00.0%Unchanged
TFC Financial Management2$1.00K0.00%00.0%Unchanged
North Star Investment Management Corp.3$1.00K0.00%+3New
Capital Advisors, Ltd. LLC2$1.00K0.00%+2New
WestEnd Advisors, LLC2$9270.00%––
Vulcan Value Partners, LLC0$00.00%−1,168,878−100.0%Sold out
FPR Partners LLC0$00.00%−308,223−100.0%Sold out
OrbiMed Advisors LLC0$00.00%−207,100−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−113,627−100.0%Sold out
Glenview Capital Management, LLC0$00.00%−88,011−100.0%Sold out
AMP Capital Investors Ltd0$00.00%−84,269−100.0%Sold out
Fir Tree Capital Management LP0$00.00%−60,932−100.0%Sold out
MUFG Securities EMEA plc0$00.00%−50,000−100.0%Sold out
PointState Capital LP0$00.00%−37,500−100.0%Sold out
Lockheed Martin Investment Management Co0$00.00%−21,400−100.0%Sold out
TT International Asset Management LTD0$00.00%−17,005−100.0%Sold out
Group One Trading, L.P.0$00.00%−10,524−100.0%Sold out
AMJ Financial Wealth Management0$00.00%−8,198−100.0%Sold out
Horizon Investments, LLC0$00.00%−6,991−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−6,844−100.0%Sold out
Capula Management Ltd0$00.00%−4,826−100.0%Sold out
Mirova0$00.00%−4,553−100.0%Sold out
Meeder Asset Management Inc0$00.00%−3,317−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−3,268−100.0%Sold out
Quantedge Capital Pte Ltd0$00.00%−2,300−100.0%Sold out
XTX Topco Ltd0$00.00%−2,198−100.0%Sold out
SG3 Management, LLC0$00.00%−2,000−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−1,833−100.0%Sold out
Alethea Capital Management, LLC0$00.00%−1,813−100.0%Sold out
Caxton Associates LP0$00.00%−1,693−100.0%Sold out