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 | 1,703 | $107.2B |
| Q2 2024 | 1,713 | $112.7B |
| Q1 2024 | 1,673 | $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 | 1,551 | $108.8B |
| Q3 2022 | 1,449 | $97.0B |
| Q2 2022 | 1,444 | $103.2B |
| Q1 2022 | 1,424 | $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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 14,291 | $6.62M | 0.22% | +13,077+1,077.2% | Added |
| United Services Automobile Association | 14,239 | $6.60M | 0.11% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 14,208 | $6.59M | 2.59% | +40+0.3% | Added |
| Chartwell Investment Partners, LLC | 14,063 | $6.52M | 0.19% | −3,145−18.3% | Reduced |
| Quantitative Investment Management, LLC | 14,012 | $6.50M | 0.91% | +4,536+47.9% | Added |
| Wealthfront Advisers LLC | 13,928 | $6.46M | 0.03% | +46+0.3% | Added |
| Hyman Charles D | 13,527 | $6.27M | 0.40% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 13,438 | $6.23M | 0.24% | −81−0.6% | Reduced |
| Meritage Portfolio Management | 13,183 | $6.11M | 0.35% | −249−1.9% | Reduced |
| Aptus Capital Advisors, LLC | 13,134 | $6.09M | 0.21% | +1,888+16.8% | Added |
| Verition Fund Management LLC | 13,043 | $6.05M | 0.08% | −4,332−24.9% | Reduced |
| National Bank of Canada | 12,851 | $5.95M | 0.02% | +12,851 | New |
| Jane Street Group, LLC | 12,737 | $5.90M | 0.01% | −630−4.7% | Reduced |
| Banco Santander, S.A. | 12,667 | $5.87M | 0.03% | +1,970+18.4% | Added |
| Pacer Advisors, Inc. | 12,624 | $5.85M | 0.06% | −2,008−13.7% | Reduced |
| Bowling Portfolio Management LLC | 12,540 | $5.81M | 1.21% | −214−1.7% | Reduced |
| Logan Capital Management Inc | 12,510 | $5.80M | 0.25% | −436−3.4% | Reduced |
| L & S Advisors Inc | 12,470 | $5.78M | 0.62% | +12,470 | New |
| Community Bank & Trust, Waco, Texas | 12,255 | $5.68M | 1.67% | −52−0.4% | Reduced |
| Cumberland Partners Ltd | 12,216 | $5.66M | 0.40% | −10.0% | Reduced |
| Guardian Capital Advisors LP | 12,464 | $5.63M | 0.54% | −57−0.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,026 | $5.58M | 0.11% | −198−1.6% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 11,908 | $5.52M | 0.53% | +10,737+916.9% | Added |
| E. Ohman J:or Asset Management AB | 11,900 | $5.52M | 0.16% | +900+8.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 11,839 | $5.49M | 0.27% | +4,084+52.7% | Added |
| Dowling & Yahnke LLC | 11,649 | $5.40M | 0.26% | +251+2.2% | Added |
| Coastline Trust Co | 11,430 | $5.30M | 0.60% | +500+4.6% | Added |
| Private Advisor Group, LLC | 11,299 | $5.24M | 0.04% | −1,939−14.6% | Reduced |
| Richard Bernstein Advisors LLC | 11,101 | $5.15M | 0.10% | 00.0% | Unchanged |
| Toroso Investments, LLC | 11,061 | $5.13M | 0.16% | +7,268+191.6% | Added |
| Institutional & Family Asset Management, LLC | 11,052 | $5.12M | 0.80% | −1,302−10.5% | Reduced |
| Duality Advisers, LP | 10,981 | $5.09M | 0.55% | +10,981 | New |
| Peapack Gladstone Financial Corp | 10,874 | $5.04M | 0.10% | −109−1.0% | Reduced |
| Pathstone Family Office, LLC | 10,851 | $5.03M | 0.13% | +1,447+15.4% | Added |
| Bailard, Inc. | 10,828 | $5.02M | 0.16% | 00.0% | Unchanged |
| Bank of the West | 10,815 | $5.01M | 0.47% | −826−7.1% | Reduced |
| Winmill & Co. Inc | 10,790 | $5.00M | 1.44% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 10,747 | $4.98M | 0.06% | +580+5.7% | Added |
| Armstrong Shaw Associates Inc | 10,657 | $4.94M | 4.02% | 00.0% | Unchanged |
| West Family Investments, Inc. | 10,512 | $4.87M | 1.37% | −10,488−49.9% | Reduced |
| Mill Capital Management, LLC | 10,478 | $4.86M | 0.50% | +10,478 | New |
| Kestra Advisory Services, LLC | 10,460 | $4.85M | 0.05% | −8,934−46.1% | Reduced |
| Blueshift Asset Management, LLC | 10,228 | $4.74M | 0.42% | +8,979+718.9% | Added |
| Altrinsic Global Advisors LLC | 10,100 | $4.68M | 0.15% | 00.0% | Unchanged |
| BancorpSouth Bank | 9,949 | $4.61M | 0.58% | +128+1.3% | Added |
| Alamar Capital Management, LLC | 9,870 | $4.58M | 3.29% | +581+6.3% | Added |
| Narwhal Capital Management | 9,722 | $4.51M | 0.51% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 9,687 | $4.49M | 0.36% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 9,582 | $4.44M | 0.76% | +283+3.0% | Added |
| KCM Investment Advisors LLC | 9,520 | $4.41M | 0.15% | +204+2.2% | Added |
| Ethic Inc. | 9,452 | $4.38M | 0.34% | +1,654+21.2% | Added |
| Sepio Capital, LP | 9,429 | $4.37M | 0.33% | −3,294−25.9% | Reduced |
| Moody National Bank Trust Division | 9,390 | $4.35M | 0.13% | −30,350−76.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 9,314 | $4.32M | 0.17% | −180−1.9% | Reduced |
| GHP Investment Advisors, Inc. | 9,214 | $4.27M | 0.30% | +1,128+14.0% | Added |
| Keybank National Association | 9,177 | $4.25M | 0.02% | −480−5.0% | Reduced |
| Icon Advisers Inc | 9,100 | $4.22M | 0.68% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 9,075 | $4.21M | 2.43% | +35+0.4% | Added |
| Advisor Partners LLC | 8,983 | $4.16M | 0.25% | +286+3.3% | Added |
| Transform Wealth, LLC | 8,970 | $4.16M | 0.43% | −108−1.2% | Reduced |
| Benedict Financial Advisors Inc | 8,968 | $4.16M | 1.08% | −181−2.0% | Reduced |
| Pavadi Capital LLC | 8,876 | $4.11M | 3.12% | +8,876 | New |
| United Capital Financial Advisers, LLC | 8,715 | $4.04M | 0.02% | +21+0.2% | Added |
| Tocqueville Asset Management L.P. | 8,692 | $4.03M | 0.06% | −35−0.4% | Reduced |
| GWM Advisors LLC | 8,639 | $4.00M | 0.06% | +3,390+64.6% | Added |
| Regions Financial Corp | 8,614 | $3.99M | 0.03% | +105+1.2% | Added |
| AE Wealth Management LLC | 8,587 | $3.98M | 0.03% | +1,176+15.9% | Added |
| Cresset Asset Management, LLC | 8,527 | $3.95M | 0.04% | +607+7.7% | Added |
| Paloma Partners Management Co | 8,495 | $3.94M | 0.13% | +8,495 | New |
| Asio Capital, LLC | 8,427 | $3.91M | 1.22% | +480+6.0% | Added |
| Veritable, L.P. | 8,373 | $3.88M | 0.06% | −273−3.2% | Reduced |
| Synovus Financial Corp | 8,298 | $3.85M | 0.04% | +223+2.8% | Added |
| Steadfast Capital Management (UK) Ltd. | 8,241 | $3.82M | 4.59% | +2,817+51.9% | Added |
| Rafferty Asset Management, LLC | 8,159 | $3.78M | 0.02% | +385+5.0% | Added |
| Great Lakes Advisors, LLC | 8,141 | $3.77M | 0.06% | +488+6.4% | Added |
| JustInvest LLC | 8,077 | $3.74M | 0.22% | +2,813+53.4% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $3.71M | 0.95% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 7,861 | $3.64M | 0.33% | −55−0.7% | Reduced |
| Core Alternative Capital | 7,831 | $3.63M | 0.73% | −1,422−15.4% | Reduced |
| Greenleaf Trust | 7,790 | $3.61M | 0.04% | +2,603+50.2% | Added |
| Garrison Bradford & Associates Inc | 7,769 | $3.60M | 3.23% | −150−1.9% | Reduced |
| Pensionfund Sabic | 7,750 | $3.59M | 0.67% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 7,663 | $3.58M | 0.06% | +36+0.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 7,690 | $3.56M | 0.12% | −5−0.1% | Reduced |
| BKD Wealth Advisors, LLC | 7,670 | $3.56M | 0.15% | −121−1.6% | Reduced |
| Capital International Sarl | 7,621 | $3.53M | 0.17% | +838+12.4% | Added |
| Burney Co | 7,589 | $3.52M | 0.15% | +126+1.7% | Added |
| Capstone Investment Advisors, LLC | 7,514 | $3.48M | 0.06% | −1,975−20.8% | Reduced |
| Van Eck Associates Corp | 7,395 | $3.43M | 0.01% | −41−0.6% | Reduced |
| Pinkerton Retirement Specialists, LLC | 7,385 | $3.42M | 0.60% | +217+3.0% | Added |
| Everence Capital Management Inc | 7,320 | $3.39M | 0.25% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 10,479 | $3.37M | 0.08% | −14,268−57.7% | Reduced |
| Assenagon Asset Management S.A. | 7,143 | $3.31M | 0.01% | +2,403+50.7% | Added |
| Cetera Investment Advisers | 7,141 | $3.31M | 0.05% | +879+14.0% | Added |
| Kestra Private Wealth Services, LLC | 7,126 | $3.30M | 0.16% | +355+5.2% | Added |
| Essex Financial Services, Inc. | 7,108 | $3.29M | 0.33% | +1,885+36.1% | Added |
| Sofos Investments, Inc. | 10,208 | $3.28M | 0.26% | +10,208 | New |
| Bull Street Advisors, LLC | 7,036 | $3.26M | 1.55% | −200−2.8% | Reduced |
| Edmp, Inc. | 6,997 | $3.24M | 3.22% | −441−5.9% | Reduced |
| Fort Washington Investment Advisors Inc | 6,956 | $3.23M | 0.02% | +177+2.6% | Added |