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 |
|---|---|---|---|---|---|
| Analyst IMS Investment Management Services Ltd. | 3,930 | $1.84M | 0.17% | −120−3.0% | Reduced |
| Sawtooth Solutions, LLC | 3,960 | $1.84M | 0.21% | +2,072+109.7% | Added |
| Comerica Securities,inc. | 3,940 | $1.83M | 0.12% | −84−2.1% | Reduced |
| Colony Group LLC | 3,930 | $1.82M | 0.03% | −517−11.6% | Reduced |
| Smith, Moore & Co. | 3,925 | $1.82M | 0.25% | 00.0% | Unchanged |
| MAI Capital Management | 3,920 | $1.82M | 0.03% | −92−2.3% | Reduced |
| Atlas Capital Advisors LLC | 3,918 | $1.82M | 0.27% | −477−10.9% | Reduced |
| Stevens Capital Management LP | 3,898 | $1.81M | 0.42% | +2,454+169.9% | Added |
| FRG Family Wealth Advisors LLC | 3,892 | $1.80M | 0.34% | −20−0.5% | Reduced |
| First Business Financial Services, Inc. | 3,885 | $1.80M | 0.19% | +79+2.1% | Added |
| Michael B. Yongue | 3,875 | $1.80M | 1.20% | −65−1.6% | Reduced |
| Fort, L.P. | 3,857 | $1.79M | 0.58% | −420−9.8% | Reduced |
| Massmutual Trust Co FSB | 3,852 | $1.79M | 0.07% | −223−5.5% | Reduced |
| Meitav Dash Investments Ltd | 3,765 | $1.75M | 0.03% | +3,765 | New |
| Violich Capital Management, Inc. | 3,770 | $1.75M | 0.25% | 00.0% | Unchanged |
| OPSEU Pension Plan Trust Fund | 3,777 | $1.75M | 0.40% | +812+27.4% | Added |
| Dorsey & Whitney Trust CO LLC | 3,758 | $1.74M | 0.15% | +724+23.9% | Added |
| Haverford Trust Co | 3,746 | $1.74M | 0.02% | −625−14.3% | Reduced |
| PKO Investment Management Joint-Stock Co | 3,739 | $1.73M | 0.20% | +3,739 | New |
| AlphaCrest Capital Management LLC | 3,716 | $1.72M | 0.06% | +1,163+45.6% | Added |
| Steward Partners Investment Advisory, LLC | 3,717 | $1.72M | 0.03% | +1,800+93.9% | Added |
| Leonteq Securities AG | 3,654 | $1.69M | 0.08% | −184−4.8% | Reduced |
| Heartland Advisors Inc | 3,641 | $1.69M | 0.10% | +3,641 | New |
| Pensionfund DSM Netherlands | 3,625 | $1.68M | 0.19% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 3,609 | $1.67M | 0.43% | −254−6.6% | Reduced |
| Voya Financial Advisors, Inc. | 3,581 | $1.67M | 0.19% | +280+8.5% | Added |
| Cohen Klingenstein LLC | 3,600 | $1.67M | 0.07% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 3,586 | $1.66M | 0.42% | +156+4.5% | Added |
| Zeke Capital Advisors, LLC | 3,535 | $1.64M | 0.10% | −333−8.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,525 | $1.63M | 0.54% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,521 | $1.63M | 0.09% | 00.0% | Unchanged |
| WBI Investments | 3,756 | $1.63M | 0.26% | +3,756 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 3,499 | $1.62M | 0.53% | +3,499 | New |
| Aurora Investment Counsel | 3,461 | $1.60M | 0.95% | −936−21.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,458 | $1.60M | 0.17% | +5+0.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,420 | $1.59M | 0.03% | +1,100+47.4% | Added |
| Sumitomo Life Insurance Co | 3,430 | $1.59M | 0.04% | −106−3.0% | Reduced |
| Johnson Investment Counsel Inc | 3,410 | $1.58M | 0.02% | +123+3.7% | Added |
| 44 Wealth Management LLC | 3,409 | $1.58M | 0.55% | −49−1.4% | Reduced |
| Kornitzer Capital Management Inc | 3,375 | $1.56M | 0.02% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 3,336 | $1.55M | 0.93% | +3,336 | New |
| Highland Capital Management Fund Advisors, L.P. | 3,300 | $1.53M | 0.22% | +1,885+133.2% | Added |
| Searle & Co. | 3,290 | $1.52M | 0.55% | 00.0% | Unchanged |
| Matisse Capital | 3,272 | $1.52M | 1.05% | −1,000−23.4% | Reduced |
| Richwood Investment Advisors, LLC | 3,262 | $1.51M | 1.32% | +3,262 | New |
| Qube Research & Technologies Ltd | 3,246 | $1.50M | 0.01% | +3,246 | New |
| New England Research & Management, Inc. | 3,240 | $1.50M | 0.73% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,236 | $1.50M | 0.13% | −124−3.7% | Reduced |
| Tru Independence Asset Management 2, LLC | 3,214 | $1.49M | 0.79% | +1,391+76.3% | Added |
| American National Registered Investment Advisor, Inc. | 3,212 | $1.49M | 0.49% | −10.0% | Reduced |
| Coldstream Capital Management Inc | 3,211 | $1.49M | 0.05% | +1,984+161.7% | Added |
| SRB Corp | 3,203 | $1.49M | 0.08% | −1,305−28.9% | Reduced |
| Archford Capital Strategies, LLC | 3,201 | $1.48M | 0.34% | −47−1.4% | Reduced |
| Leavell Investment Management, Inc. | 3,200 | $1.48M | 0.10% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 3,194 | $1.48M | 0.09% | −3,333−51.1% | Reduced |
| Ameritas Investment Partners, Inc. | 3,182 | $1.48M | 0.05% | −101−3.1% | Reduced |
| Integrated Advisors Network LLC | 3,142 | $1.46M | 0.09% | +2,246+250.7% | Added |
| Brookstone Capital Management | 3,336 | $1.45M | 0.03% | −247−6.9% | Reduced |
| Institute for Wealth Management, LLC. | 3,096 | $1.44M | 0.23% | 00.0% | Unchanged |
| Wealth Architects, LLC | 3,083 | $1.43M | 0.25% | +74+2.5% | Added |
| CAPROCK Group, Inc. | 3,051 | $1.41M | 0.12% | +255+9.1% | Added |
| RMB Capital Management, LLC | 3,004 | $1.39M | 0.04% | −40−1.3% | Reduced |
| Balasa Dinverno & Foltz LLC | 2,998 | $1.39M | 0.09% | −106−3.4% | Reduced |
| Ieq Capital, LLC | 2,986 | $1.38M | 0.03% | +115+4.0% | Added |
| Anchor Investment Management, LLC | 2,978 | $1.38M | 0.17% | +156+5.5% | Added |
| Delphi Management Inc | 2,972 | $1.38M | 1.30% | +141+5.0% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,967 | $1.38M | 0.20% | −50−1.7% | Reduced |
| Kinneret Advisory, LLC | 2,938 | $1.36M | 0.14% | 00.0% | Unchanged |
| Cerity Partners LLC | 2,937 | $1.36M | 0.02% | +1,755+148.5% | Added |
| Wedbush Securities Inc | 2,927 | $1.36M | 0.06% | −606−17.2% | Reduced |
| Copperleaf Capital, LLC | 2,909 | $1.35M | 1.16% | −298−9.3% | Reduced |
| Central Trust Co | 2,898 | $1.34M | 0.04% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 2,856 | $1.33M | 0.04% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,876 | $1.33M | 0.04% | +333+13.1% | Added |
| Insight Inv LLC | 2,872 | $1.33M | 1.22% | +2,872 | New |
| Corient Capital Partners, LLC | 2,867 | $1.33M | 0.09% | +144+5.3% | Added |
| Signaturefd, LLC | 2,843 | $1.32M | 0.04% | +88+3.2% | Added |
| Forum Financial Management, LP | 2,827 | $1.31M | 0.07% | +2,827 | New |
| Cypress Capital Management LLC | 2,824 | $1.31M | 0.15% | −80−2.8% | Reduced |
| Edgestream Partners, L.P. | 2,783 | $1.29M | 0.08% | +698+33.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 2,784 | $1.29M | 0.08% | +2,784 | New |
| Pinnacle Financial Partners Inc | 2,768 | $1.28M | 0.04% | +1,010+57.5% | Added |
| Parallel Advisors, LLC | 2,748 | $1.27M | 0.05% | +247+9.9% | Added |
| Lincoln National Corp | 2,741 | $1.27M | 0.03% | +270+10.9% | Added |
| DB Fitzpatrick & Co, Inc | 2,740 | $1.27M | 1.19% | +2,740 | New |
| Foster & Motley Inc | 2,726 | $1.26M | 0.10% | −71−2.5% | Reduced |
| Cozad Asset Management Inc | 2,724 | $1.26M | 0.18% | +585+27.3% | Added |
| Csenge Advisory Group | 3,277 | $1.26M | 0.11% | −24−0.7% | Reduced |
| Garrison Point Advisors, LLC | 2,700 | $1.25M | 0.83% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 2,765 | $1.24M | 0.08% | +2,765 | New |
| Sequoia Financial Advisors, LLC | 2,652 | $1.23M | 0.03% | +2,652 | New |
| Connectus Wealth, LLC | 2,620 | $1.22M | 0.05% | +2,620 | New |
| Conning Inc. | 2,588 | $1.20M | 0.03% | −169−6.1% | Reduced |
| Clarius Group, LLC | 2,587 | $1.20M | 0.09% | +15+0.6% | Added |
| Brinker Capital Investments, LLC | 2,576 | $1.19M | 0.02% | +922+55.7% | Added |
| Semmax Financial Advisors Inc. | 2,564 | $1.19M | 0.44% | −713−21.8% | Reduced |
| Insight Wealth Strategies, LLC | 2,547 | $1.18M | 0.17% | +296+13.1% | Added |
| Principle Wealth Partners LLC | 2,530 | $1.17M | 0.12% | +10+0.4% | Added |
| Spire Wealth Management | 2,106 | $1.17M | 0.03% | −787−27.2% | Reduced |
| Regent Investment Management LLC | 2,515 | $1.17M | 0.25% | 00.0% | Unchanged |