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 |
|---|---|---|---|---|---|
| Unigestion Holding SA | 2,483 | $1.15M | 0.05% | −690−21.7% | Reduced |
| Independent Advisor Alliance | 2,473 | $1.15M | 0.06% | −181−6.8% | Reduced |
| CWM, LLC | 2,473 | $1.15M | 0.01% | +2,473 | New |
| Bremer Bank National Association | 2,461 | $1.14M | 0.19% | −87−3.4% | Reduced |
| Desjardins Global Asset Management Inc. | 2,464 | $1.14M | 0.10% | +2,464 | New |
| Checchi Capital Advisers, LLC | 2,455 | $1.14M | 0.13% | +33+1.4% | Added |
| Donaldson Capital Management, LLC | 2,452 | $1.14M | 0.05% | +17+0.7% | Added |
| Pitcairn Co | 2,447 | $1.13M | 0.07% | +177+7.8% | Added |
| Wesbanco Bank Inc | 2,422 | $1.12M | 0.04% | +10+0.4% | Added |
| Arden Trust Co | 2,416 | $1.12M | 0.19% | +43+1.8% | Added |
| Trust Asset Management LLC | 2,393 | $1.11M | 0.14% | 00.0% | Unchanged |
| 1st Source Bank | 2,377 | $1.10M | 0.06% | +10+0.4% | Added |
| Gofen & Glossberg LLC | 2,350 | $1.09M | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,336 | $1.08M | 0.09% | +2+0.1% | Added |
| National Asset Management, Inc. | 2,318 | $1.07M | 0.03% | +54+2.4% | Added |
| Busey Wealth Management | 2,303 | $1.07M | 0.04% | −8−0.3% | Reduced |
| Sigma Planning Corp | 2,300 | $1.07M | 0.03% | −15−0.6% | Reduced |
| Sentry Investment Management LLC | 2,287 | $1.06M | 0.28% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 2,285 | $1.06M | 0.33% | −109−4.6% | Reduced |
| Fulcrum Asset Management LLP | – | $1.06M | 0.52% | – | – |
| Atlantic Union Bankshares Corp | 2,266 | $1.05M | 0.09% | −147−6.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,264 | $1.05M | 0.08% | +182+8.7% | Added |
| Souders Financial Advisors | 2,227 | $1.03M | 0.30% | +10.0% | Added |
| Clearstead Advisors, LLC | 2,227 | $1.03M | 0.07% | +56+2.6% | Added |
| Intellectus Partners, LLC | 2,217 | $1.03M | 0.26% | −399−15.3% | Reduced |
| Verus Financial Partners, Inc. | 2,207 | $1.02M | 0.14% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,178 | $1.01M | 0.21% | +2,178 | New |
| 9258 Wealth Management, LLC | 2,172 | $1.01M | 0.23% | +135+6.6% | Added |
| Beacon Financial Group | 2,154 | $1.00M | 0.13% | +149+7.4% | Added |
| Bard Financial Services, Inc. | 2,150 | $997.0K | 0.08% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 2,125 | $985.0K | 0.27% | +2,125 | New |
| Hofer & Associates. Inc | 2,114 | $980.0K | 0.89% | +2,114 | New |
| Texas Yale Capital Corp. | 2,097 | $972.0K | 0.05% | 00.0% | Unchanged |
| Twin Capital Management Inc | 2,092 | $970.0K | 0.10% | −130−5.9% | Reduced |
| Pinnacle Associates Ltd | 2,093 | $970.0K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 2,069 | $959.0K | 0.14% | +45+2.2% | Added |
| Vanguard Capital Wealth Advisors | 2,044 | $947.0K | 0.68% | +5+0.2% | Added |
| AXS Investments LLC | 2,039 | $945.0K | 0.22% | +2,039 | New |
| Chicago Capital, LLC | 2,036 | $944.0K | 0.04% | 00.0% | Unchanged |
| Lido Advisors, LLC | 2,036 | $943.0K | 0.02% | −189−8.5% | Reduced |
| Bessemer Securities LLC | 2,035 | $943.0K | 0.26% | +227+12.6% | Added |
| Cetera Advisors LLC | 2,031 | $941.0K | 0.02% | −313−13.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 2,000 | $927.0K | 0.12% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 1,997 | $926.0K | 0.35% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 1,972 | $914.2K | 0.90% | +1,972 | New |
| Greenup Street Wealth Management LLC | 1,971 | $914.0K | 0.55% | +1,971 | New |
| SeaCrest Wealth Management, LLC | 1,962 | $909.0K | 0.10% | −21−1.1% | Reduced |
| Strategic Advisors LLC | 1,956 | $907.0K | 0.13% | +1+0.1% | Added |
| Pacific Global Investment Management CO | 1,955 | $906.0K | 0.17% | +2+0.1% | Added |
| Northwest Bancshares, Inc. | 1,952 | $905.0K | 0.18% | −91−4.5% | Reduced |
| King Wealth | 1,943 | $901.0K | 0.17% | −45−2.3% | Reduced |
| Covington Capital Management | 1,942 | $900.0K | 0.03% | −25−1.3% | Reduced |
| First Pacific Advisors, LP | 1,915 | $888.0K | 0.01% | 00.0% | Unchanged |
| Payden & Rygel | 1,900 | $881.0K | 0.04% | −63,200−97.1% | Reduced |
| Sanders Morris Harris LLC | 1,900 | $878.0K | 0.15% | 00.0% | Unchanged |
| Financial Counselors Inc | 1,880 | $871.0K | 0.02% | +24+1.3% | Added |
| Indie Asset Partners, LLC | 1,872 | $868.0K | 0.63% | −109−5.5% | Reduced |
| Lifeworks Advisors, LLC | 1,864 | $864.0K | 0.69% | +1,864 | New |
| Quadrant Capital Group LLC | 1,859 | $862.0K | 0.10% | −366−16.4% | Reduced |
| Asset Dedication, LLC | 1,853 | $859.0K | 0.10% | +76+4.3% | Added |
| Garde Capital, Inc. | 1,850 | $858.0K | 0.08% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,836 | $851.0K | 0.05% | +58+3.3% | Added |
| Mutual Advisors, LLC | 1,833 | $850.0K | 0.05% | −129−6.6% | Reduced |
| Terry L. Blaker | 1,821 | $844.0K | 0.07% | −164−8.3% | Reduced |
| Colonial River Wealth Management, LLC | 1,810 | $839.0K | 0.45% | +1,810 | New |
| Morris Capital Advisors, LLC | 1,808 | $838.0K | 0.62% | −147−7.5% | Reduced |
| Roundview Capital LLC | 1,806 | $837.0K | 0.08% | −131−6.8% | Reduced |
| Buckley Wealth Management, LLC | 1,800 | $834.0K | 0.24% | −827−31.5% | Reduced |
| Global Trust Asset Management, LLC | 1,798 | $833.0K | 0.33% | −19−1.0% | Reduced |
| Echo Street Capital Management LLC | 1,796 | $833.0K | 0.01% | +1,796 | New |
| Laurel Wealth Advisors, Inc. | 1,792 | $831.0K | 0.06% | −2−0.1% | Reduced |
| Monarch Capital Management Inc | 1,771 | $821.0K | 0.21% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,763 | $817.0K | 0.38% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 1,755 | $814.0K | 0.07% | +883+101.3% | Added |
| Defined Wealth Management, LLC | 1,745 | $809.0K | 0.66% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,743 | $808.0K | 0.14% | −31−1.7% | Reduced |
| WESPAC Advisors SoCal, LLC | 1,830 | $803.0K | 0.25% | −160−8.0% | Reduced |
| Community Bank, N.A. | 1,725 | $800.0K | 0.09% | −205−10.6% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,716 | $796.0K | 0.04% | +5+0.3% | Added |
| Rehmann Capital Advisory Group | 1,717 | $795.9K | 0.07% | +136+8.6% | Added |
| Personal Capital Advisors Corp | 1,722 | $794.0K | 0.00% | +231+15.5% | Added |
| Brown Advisory Securities, LLC | 1,688 | $782.0K | 0.33% | −243−12.6% | Reduced |
| Thomasville National Bank | 1,680 | $779.0K | 0.07% | −152−8.3% | Reduced |
| Empowered Funds, LLC | 1,679 | $778.0K | 0.09% | +1,679 | New |
| Willner & Heller, LLC | 2,071 | $772.0K | 1.03% | +2,071 | New |
| Engine No. 1 LLC | 1,663 | $771.0K | 0.16% | +339+25.6% | Added |
| Wealth Alliance | 1,652 | $765.0K | 0.15% | +30+1.8% | Added |
| Harbor Investment Advisory, LLC | 1,645 | $763.0K | 0.10% | +124+8.2% | Added |
| McLean Asset Management Corp | 1,683 | $760.0K | 0.29% | −14−0.8% | Reduced |
| Latitude Advisors, LLC | 1,626 | $754.0K | 0.21% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 1,613 | $748.0K | 0.13% | −40−2.4% | Reduced |
| Burns Matteson Capital Management, LLC | 1,605 | $744.0K | 0.51% | +1,605 | New |
| Duncker Streett & Co Inc | 1,597 | $740.0K | 0.13% | −6,070−79.2% | Reduced |
| Systematic Alpha Investments, LLC | 1,597 | $740.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,583 | $734.0K | 0.03% | +1,583 | New |
| Moloney Securities Asset Management, LLC | 1,582 | $733.0K | 0.12% | 00.0% | Unchanged |
| CSS LLC | 1,577 | $731.0K | 0.03% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,573 | $729.0K | 0.14% | −202−11.4% | Reduced |
| Ballentine Partners, LLC | 1,573 | $729.0K | 0.02% | −36−2.2% | Reduced |
| Hillsdale Investment Management Inc. | 1,560 | $723.0K | 0.05% | 00.0% | Unchanged |