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 |
|---|---|---|---|---|---|
| Bluefin Capital Management, LLC | 6,900 | $3.20M | 0.25% | +6,900 | New |
| Squarepoint Ops LLC | 6,894 | $3.20M | 0.02% | −12,363−64.2% | Reduced |
| Red Cedar Capital, LLC | 6,880 | $3.19M | 1.82% | 00.0% | Unchanged |
| Oak Associates, Ltd | 6,877 | $3.19M | 0.17% | −153−2.2% | Reduced |
| Winton Group Ltd | 6,850 | $3.17M | 0.19% | +4,877+247.2% | Added |
| Wetherby Asset Management Inc | 6,811 | $3.16M | 0.18% | +29+0.4% | Added |
| Wright Investors Service Inc | 6,744 | $3.13M | 0.79% | +1,317+24.3% | Added |
| Mitchell Capital Management Co | 6,731 | $3.12M | 0.63% | +3,407+102.5% | Added |
| Advisors Asset Management, Inc. | 6,730 | $3.12M | 0.04% | −1,470−17.9% | Reduced |
| RDA Financial Network | 6,704 | $3.11M | 1.27% | −293−4.2% | Reduced |
| HB Wealth Management, LLC | 6,679 | $3.10M | 0.06% | +6,679 | New |
| Foundations Investment Advisors, LLC | 6,766 | $3.06M | 0.12% | +793+13.3% | Added |
| Banque Cantonale Vaudoise | 6,487 | $3.01M | 0.12% | −3,490−35.0% | Reduced |
| Ontario Teachers Pension Plan Board | 6,365 | $2.95M | 0.04% | +2,299+56.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,324 | $2.93M | 0.27% | −12−0.2% | Reduced |
| Ninety One North America, Inc. | 6,293 | $2.92M | 0.10% | −251−3.8% | Reduced |
| First Quadrant L P | 6,222 | $2.88M | 0.31% | 00.0% | Unchanged |
| First Hawaiian Bank | 6,201 | $2.87M | 0.08% | +1,283+26.1% | Added |
| D.A. Davidson & Co. | 6,177 | $2.86M | 0.03% | −370−5.7% | Reduced |
| Prudential PLC | 6,114 | $2.83M | 0.04% | +6,114 | New |
| Shelton Capital Management | 6,055 | $2.81M | 0.10% | −28−0.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,028 | $2.79M | 0.93% | 00.0% | Unchanged |
| Bangor Savings Bank | 6,026 | $2.79M | 0.27% | −7−0.1% | Reduced |
| Strategic Financial Services, Inc, | 5,961 | $2.76M | 0.21% | −148−2.4% | Reduced |
| Delta Capital Management LLC | 5,900 | $2.73M | 1.53% | −10−0.2% | Reduced |
| Redpoint Investment Management Pty Ltd | 5,875 | $2.72M | 0.22% | −49−0.8% | Reduced |
| People's United Financial, Inc. | 5,865 | $2.72M | 0.07% | −1,996−25.4% | Reduced |
| Family Legacy, Inc. | 5,928 | $2.69M | 1.10% | +144+2.5% | Added |
| Channing Global Advisors, LLC | 5,792 | $2.69M | 2.55% | +5,792 | New |
| Seeyond | 5,763 | $2.67M | 0.25% | −40−0.7% | Reduced |
| Veriti Management LLC | 5,712 | $2.65M | 0.34% | −232−3.9% | Reduced |
| Agf Investments Inc. | 5,696 | $2.64M | 0.02% | −4,562−44.5% | Reduced |
| Umb Bank N A | 5,673 | $2.63M | 0.03% | +5,673 | New |
| Voloridge Investment Management, LLC | 5,650 | $2.62M | 0.01% | −233,154−97.6% | Reduced |
| Sectoral Asset Management Inc | 5,625 | $2.61M | 0.39% | +5,625 | New |
| American National Insurance Co | 5,600 | $2.60M | 0.57% | −32,974−85.5% | Reduced |
| Jefferies Group LLC | 5,600 | $2.60M | 0.05% | −49,595−89.9% | Reduced |
| Lederer & Associates Investment Counsel | 5,589 | $2.59M | 1.50% | −161−2.8% | Reduced |
| Empirical Finance, LLC | 5,536 | $2.57M | 0.30% | −10−0.2% | Reduced |
| Cigna Investments Inc | 5,524 | $2.56M | 0.20% | −2,013−26.7% | Reduced |
| Old National Bancorp | 5,423 | $2.51M | 0.09% | +624+13.0% | Added |
| Stonebridge Capital Advisors LLC | 5,390 | $2.50M | 0.28% | +132+2.5% | Added |
| Stableford Capital II LLC | 5,513 | $2.48M | 1.04% | +390+7.6% | Added |
| Malaga Cove Capital, LLC | 5,297 | $2.46M | 0.97% | 00.0% | Unchanged |
| Argent Trust Co | 5,291 | $2.45M | 0.14% | −67−1.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 5,266 | $2.44M | 0.76% | −161−3.0% | Reduced |
| Banque Pictet & Cie SA | 5,219 | $2.42M | 0.02% | +5,219 | New |
| ARGI Investment Services, LLC | 5,145 | $2.38M | 0.07% | +1,042+25.4% | Added |
| Bragg Financial Advisors, Inc | 6,332 | $2.36M | 0.15% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 5,059 | $2.35M | 0.35% | +141+2.9% | Added |
| Cox Capital Mgt LLC | 5,033 | $2.33M | 1.38% | +155+3.2% | Added |
| Pettyjohn, Wood & White, Inc | 4,964 | $2.30M | 0.47% | −144−2.8% | Reduced |
| Vestcor Inc | 4,939 | $2.29M | 0.08% | −817−14.2% | Reduced |
| Benchmark Investment Advisors LLC | 4,935 | $2.29M | 1.89% | +4,935 | New |
| Profund Advisors LLC | 4,934 | $2.29M | 0.07% | +127+2.6% | Added |
| First Midwest Bank Trust Division | 4,900 | $2.27M | 0.29% | +44+0.9% | Added |
| Diversified Trust Co | 4,842 | $2.25M | 0.07% | +2,001+70.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,834 | $2.24M | 1.46% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 4,795 | $2.22M | 0.39% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,769 | $2.21M | 0.10% | +29+0.6% | Added |
| Oppenheimer Asset Management Inc. | 4,768 | $2.21M | 0.03% | −2,090−30.5% | Reduced |
| Jackson Wealth Management, LLC | 4,748 | $2.20M | 0.28% | +4,748 | New |
| Chesley Taft & Associates LLC | 4,719 | $2.19M | 0.11% | −15−0.3% | Reduced |
| Blair William & Co | 4,695 | $2.18M | 0.01% | +476+11.3% | Added |
| Truvestments Capital LLC | 4,671 | $2.17M | 1.09% | −40−0.8% | Reduced |
| Madison Wealth Management | 4,657 | $2.16M | 0.43% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 4,633 | $2.15M | 0.04% | −84−1.8% | Reduced |
| Barden Capital Management, Inc. | 4,646 | $2.15M | 2.05% | +4,646 | New |
| Hohimer Wealth Management, LLC | 4,627 | $2.15M | 0.45% | +60+1.3% | Added |
| Altshuler Shaham Ltd | 4,620 | $2.14M | 0.05% | −1,013,006−99.5% | Reduced |
| AMG National Trust Bank | 4,576 | $2.12M | 0.06% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,558 | $2.11M | 0.12% | −134−2.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,514 | $2.09M | 0.01% | −600−11.7% | Reduced |
| Avantax Advisory Services, Inc. | 4,508 | $2.09M | 0.03% | +319+7.6% | Added |
| Keudell/Morrison Wealth Management | 4,489 | $2.08M | 0.82% | −4−0.1% | Reduced |
| Atom Investors LP | 4,471 | $2.07M | 0.57% | +4,471 | New |
| Savant Capital, LLC | 4,443 | $2.06M | 0.07% | +273+6.5% | Added |
| Cubist Systematic Strategies, LLC | 4,430 | $2.05M | 0.02% | −17,503−79.8% | Reduced |
| KCS Wealth Advisory | 4,404 | $2.04M | 0.82% | +1,247+39.5% | Added |
| Jag Capital Management, LLC | 4,380 | $2.03M | 0.16% | +119+2.8% | Added |
| Qtron Investments LLC | 4,372 | $2.03M | 0.46% | +688+18.7% | Added |
| Park Avenue Securities LLC | 4,371 | $2.03M | 0.04% | +121+2.8% | Added |
| IndexIQ Advisors LLC | 4,349 | $2.02M | 0.07% | −153−3.4% | Reduced |
| Vista Investment Management | 4,343 | $2.01M | 1.09% | −56−1.3% | Reduced |
| Advisory Services Network, LLC | 4,329 | $2.01M | 0.06% | −156−3.5% | Reduced |
| AIA Group Ltd | 4,297 | $1.99M | 0.09% | +3,374+365.5% | Added |
| Tufton Capital Management | 4,190 | $1.94M | 0.30% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 4,169 | $1.93M | 0.06% | +69+1.7% | Added |
| TD Private Client Wealth LLC | 4,167 | $1.93M | 0.08% | −26−0.6% | Reduced |
| Beacon Pointe Advisors, LLC | 4,124 | $1.91M | 0.05% | −10,928−72.6% | Reduced |
| Community Capital Management, Inc. | 4,100 | $1.90M | 2.03% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 4,091 | $1.90M | 0.12% | 00.0% | Unchanged |
| Intrust Bank NA | 4,089 | $1.90M | 0.23% | +133+3.4% | Added |
| IBM Retirement Fund | 4,080 | $1.89M | 0.23% | −2,845−41.1% | Reduced |
| Raymond James Trust N.A. | 4,075 | $1.89M | 0.06% | +374+10.1% | Added |
| Hancock Whitney Corp | 4,037 | $1.87M | 0.06% | −69−1.7% | Reduced |
| Sterling Investment Management, Inc. | 4,035 | $1.87M | 1.16% | −53−1.3% | Reduced |
| Zurich Insurance Group Ltd | 4,000 | $1.85M | 0.02% | +4,000 | New |
| James Investment Research Inc | 3,997 | $1.85M | 0.17% | −92−2.2% | Reduced |
| Stratos Wealth Partners, LTD. | 3,987 | $1.85M | 0.04% | −57−1.4% | Reduced |