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 | 1,702 | $107.2B |
| Q2 2024 | 1,712 | $112.7B |
| Q1 2024 | 1,672 | $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 | 1,550 | $108.8B |
| Q3 2022 | 1,448 | $97.0B |
| Q2 2022 | 1,443 | $103.2B |
| Q1 2022 | 1,423 | $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 |
|---|---|---|---|---|---|
| Affinity Investment Advisors, LLC | 1,554 | $720.0K | 0.29% | +133+9.4% | Added |
| Perigon Wealth Management, LLC | 1,542 | $715.0K | 0.05% | +72+4.9% | Added |
| Aaron Wealth Advisors | 1,527 | $707.0K | 0.20% | +82+5.7% | Added |
| Mission Creek Capital Partners, Inc. | 1,510 | $700.0K | 0.14% | +1+0.1% | Added |
| Integrated Wealth Concepts LLC | 1,510 | $700.0K | 0.02% | +540+55.7% | Added |
| Salem Investment Counselors Inc | 1,506 | $698.0K | 0.02% | +492+48.5% | Added |
| Bridges Investment Management Inc | 1,500 | $696.0K | 0.02% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 1,501 | $696.0K | 0.00% | +1,501 | New |
| Shepherd Kaplan Krochuk, LLC | 1,500 | $695.0K | 0.25% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 1,500 | $695.0K | 0.12% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,497 | $694.0K | 0.13% | +1,497 | New |
| Snowden Capital Advisors LLC | 1,492 | $691.0K | 0.04% | −1,723−53.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,487 | $689.0K | 0.11% | +20+1.4% | Added |
| Fukoku Mutual Life Insurance Co | 1,480 | $686.0K | 0.05% | +50+3.5% | Added |
| Douglass Winthrop Advisors, LLC | 1,475 | $684.0K | 0.02% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | 1,476 | $684.0K | 0.03% | +1,476 | New |
| Palisades Hudson Asset Management, L.P. | 1,468 | $680.0K | 0.29% | 00.0% | Unchanged |
| Telemus Capital, LLC | 1,467 | $680.0K | 0.06% | +25+1.7% | Added |
| Windsor Group LTD | 1,480 | $678.0K | 0.12% | +14+1.0% | Added |
| Dynamic Advisor Solutions LLC | 1,457 | $675.0K | 0.05% | −29−2.0% | Reduced |
| LGT Fund Management Co Ltd. | 1,450 | $672.0K | 0.19% | +1,450 | New |
| Calamos Wealth Management LLC | 1,447 | $671.0K | 0.05% | −56−3.7% | Reduced |
| Oxbow Advisors, LLC | 1,443 | $669.0K | 0.06% | −220−13.2% | Reduced |
| Baldwin Investment Management, LLC | 1,443 | $669.0K | 0.18% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,440 | $668.0K | 0.06% | +1,440 | New |
| Evermay Wealth Management LLC | 1,435 | $665.0K | 0.12% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,430 | $663.0K | 0.06% | −46−3.1% | Reduced |
| Summit X, LLC | 1,424 | $658.0K | 0.15% | −14−1.0% | Reduced |
| City Holding Co | 1,455 | $657.0K | 0.11% | −35−2.3% | Reduced |
| Shufro Rose & Co LLC | 1,412 | $655.0K | 0.05% | 00.0% | Unchanged |
| AGF Investments LLC | 1,413 | $655.0K | 0.06% | +862+156.4% | Added |
| Citizens Financial Group Inc | 1,481 | $653.0K | 0.02% | −47−3.1% | Reduced |
| Keystone Financial Group | 1,408 | $653.0K | 0.11% | +1+0.1% | Added |
| Prudent Man Advisors, LLC | 1,406 | $652.0K | 0.25% | −432−23.5% | Reduced |
| Plancorp, LLC | 1,404 | $651.0K | 0.04% | −38−2.6% | Reduced |
| Middleton & Co Inc | 1,400 | $649.0K | 0.06% | 00.0% | Unchanged |
| Fiduciary Trust Co | 1,389 | $644.0K | 0.01% | −2−0.1% | Reduced |
| Balentine LLC | 1,385 | $642.0K | 0.02% | +327+30.9% | Added |
| Stony Point Wealth Management Inc. | 1,376 | $638.0K | 0.34% | −68−4.7% | Reduced |
| Capital Investment Advisory Services, LLC | 1,376 | $638.0K | 0.08% | −56−3.9% | Reduced |
| Signet Financial Management, LLC | 1,375 | $637.0K | 0.10% | +13+1.0% | Added |
| HFG Advisors, Inc. | 1,369 | $635.0K | 0.71% | +1,369 | New |
| Resources Investment Advisors, LLC. | 1,364 | $632.0K | 0.02% | −106−7.2% | Reduced |
| Bradley Foster & Sargent Inc | 1,360 | $630.0K | 0.01% | −16−1.2% | Reduced |
| Lingohr & Partner Asset Management GmbH | 1,339 | $626.0K | 1.57% | −30−2.2% | Reduced |
| Virtue Capital Management, LLC | 1,343 | $623.0K | 0.09% | +257+23.7% | Added |
| Proequities, Inc. | 1,336 | $619.0K | 0.04% | −189−12.4% | Reduced |
| DCM Advisors, LLC | 1,329 | $616.0K | 0.18% | +1,329 | New |
| Compton Capital Management Inc | 1,325 | $614.0K | 0.16% | −25−1.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,323 | $614.0K | 0.12% | +169+14.6% | Added |
| Buckingham Strategic Wealth, LLC | 1,309 | $607.0K | 0.01% | +202+18.2% | Added |
| FORA Capital, LLC | 1,301 | $603.0K | 0.23% | +1,301 | New |
| Stiles Financial Services Inc | 1,293 | $599.0K | 0.29% | +1,293 | New |
| Eqis Capital Management, Inc. | 1,289 | $598.0K | 0.04% | +523+68.3% | Added |
| Sentinel Trust Co Lba | 1,289 | $598.0K | 0.07% | +1,289 | New |
| Farmers Trust Co | 1,278 | $592.0K | 0.12% | −14−1.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 1,272 | $590.0K | 0.01% | −255−16.7% | Reduced |
| Sutton Wealth Advisors Inc. | 1,271 | $589.2K | 0.20% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 1,268 | $588.0K | 0.08% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,267 | $587.0K | 0.11% | +24+1.9% | Added |
| Altium Wealth Management LLC | 1,264 | $586.0K | 0.04% | +209+19.8% | Added |
| Park National Corp | 1,261 | $585.0K | 0.02% | −60−4.5% | Reduced |
| Alpha Omega Wealth Management LLC | 1,306 | $584.0K | 0.09% | +389+42.4% | Added |
| Accredited Investors Inc. | 1,256 | $582.0K | 0.05% | +3+0.2% | Added |
| American Portfolios Advisors | 1,250 | $579.5K | 0.02% | −21−1.7% | Reduced |
| First Light Asset Management, LLC | 1,244 | $577.0K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,244 | $577.0K | 0.07% | +52+4.4% | Added |
| Patton Albertson Miller Group, LLC | 1,238 | $574.0K | 0.09% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,225 | $568.0K | 0.05% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,223 | $567.0K | 0.04% | +131+12.0% | Added |
| Wealth Management Associates, Inc. | 1,221 | $566.1K | 0.30% | +168+16.0% | Added |
| Verity Asset Management, Inc. | 1,206 | $559.0K | 0.33% | +520+75.8% | Added |
| Compagnie Lombard Odier SCmA | 1,200 | $556.0K | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,170 | $542.0K | 0.04% | +61+5.5% | Added |
| Gladstone Institutional Advisory LLC | 1,165 | $540.0K | 0.04% | +43+3.8% | Added |
| IFG Advisory, LLC | 1,157 | $536.0K | 0.05% | −49−4.1% | Reduced |
| Penserra Capital Management LLC | 1,159 | $536.0K | 0.01% | +196+20.4% | Added |
| Belpointe Asset Management LLC | 1,145 | $531.0K | 0.03% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,144 | $530.0K | 0.33% | +1,144 | New |
| IFP Advisors, Inc | 1,143 | $525.0K | 0.01% | +355+45.1% | Added |
| Cardiff Park Advisors, LLC | 1,128 | $523.0K | 0.07% | +1,128 | New |
| Ritholtz Wealth Management | 1,122 | $520.0K | 0.03% | +346+44.6% | Added |
| Simplify Asset Management Inc. | 1,122 | $520.0K | 0.07% | +1,122 | New |
| Everett Harris & Co | 1,120 | $519.0K | 0.01% | 00.0% | Unchanged |
| Doyle Wealth Management | 1,120 | $519.0K | 0.04% | 00.0% | Unchanged |
| Investors Financial Group, LLC | 1,118 | $518.0K | 0.24% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,116 | $517.0K | 0.16% | +7+0.6% | Added |
| Citizens Business Bank | 1,108 | $514.0K | 0.06% | +8+0.7% | Added |
| Mission Wealth Management, LP | 1,107 | $513.0K | 0.02% | −25−2.2% | Reduced |
| Dodge & Cox | 1,100 | $510.0K | 0.00% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 1,100 | $510.0K | 0.29% | +559+103.3% | Added |
| Cim Investment Mangement Inc | 1,097 | $509.0K | 0.15% | −20−1.8% | Reduced |
| Campion Asset Management LLC | 1,095 | $508.0K | 0.42% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 1,095 | $508.0K | 0.02% | +50+4.8% | Added |
| J. W. Coons Advisors, LLC | 1,096 | $507.0K | 0.15% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 1,091 | $506.0K | 0.04% | +25+2.3% | Added |
| OneAscent Wealth Management LLC | 1,085 | $503.0K | 1.26% | +1,085 | New |
| GraniteShares Advisors LLC | 1,085 | $502.0K | 0.23% | +1,085 | New |
| HBK Sorce Advisory LLC | 1,070 | $496.0K | 0.03% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,065 | $494.0K | 0.03% | +4+0.4% | Added |