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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.

Q3 2022 vs. Q2 2022

How the institutions holding Elevance Health, Inc. changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of ELV: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders1,443171,448+22
Shares213.7M112.4K213.4M−188.7K (−0.1%)
Value$103.2B$54.3M$97.0B−$6.15B (−6.0%)

17 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (111)

Institutions that held Elevance Health, Inc. at the end of Q3 2022 but not at the end of Q2 2022.

Showing the largest 100 of 111 by value.

Institutions new to ELV in Q3 2022
InstitutionSharesValue% of portfolio
Vulcan Value Partners, LLC391,053$177.6M2.08%
Saturna Capital CORP139,133$63.2M1.54%
Teachers Retirement System of the State of Kentucky109,245$49.6M0.58%
Virginia Retirement Systems Et Al104,900$47.6M0.54%
Kingdon Capital Management, L.L.C.41,012$18.6M5.77%
Voloridge Investment Management, LLC38,753$17.6M0.09%
PGGM Investments32,471$14.8M0.26%
Czech National Bank27,892$12.7M0.36%
Janney Montgomery Scott LLC26,259$11.9M0.05%
Parallax Volatility Advisers, L.P.23,578$10.7M0.21%
Vancity Investment Management Ltd20,691$9.40M1.49%
Hardman Johnston Global Advisors LLC20,426$9.28M0.42%
Quadrature Capital Ltd17,683$8.05M0.26%
Endurant Capital Management LP16,402$7.45M2.43%
Susquehanna Fundamental Investments, LLC11,990$5.45M0.09%
Chiron Investment Management, LLC11,893$5.40M1.09%
Bamco Inc11,600$5.27M0.02%
Westbourne Investment Advisors, Inc.10,770$4.89M2.59%
Maryland Capital Management10,361$4.71M0.39%
Advisor Partners II, LLC9,727$4.42M0.33%
Quantbot Technologies LP8,927$4.05M0.31%
Jump Financial, LLC8,655$3.93M0.15%
Van Hulzen Asset Management, LLC7,650$3.48M0.43%
Pegasus Asset Management, Inc.6,245$2.84M1.60%
RPg Family Wealth Advisory, LLC5,428$2.63M1.39%
Maven Securities LTD5,566$2.53M0.12%
Sofos Investments, Inc.7,264$2.12M0.25%
AAFMAA Wealth Management & Trust LLC4,000$1.82M1.34%
Flputnam Investment Management Co3,408$1.55M0.06%
Mirova3,286$1.49M0.25%
Blueshift Asset Management, LLC3,153$1.43M0.31%
Morgens Waterfall Vintiadis & Co Inc3,100$1.41M1.54%
Partners Capital Investment Group, LLP2,898$1.32M0.08%
Wipfli Financial Advisors LLC,2,713$1.23M0.09%
FORA Capital, LLC2,653$1.21M0.23%
Alpha DNA Investment Management LLC2,602$1.18M1.02%
Virtu Financial LLC2,422$1.10M0.10%
QVR LLC2,313$1.05M0.96%
Two Sigma Securities, LLC2,268$1.03M0.15%
Romano Brothers and Company2,252$1.02M0.17%
Gsa Capital Partners LLP1,886$857.0K0.11%
Northwest Bancshares, Inc.1,748$794.0K0.19%
DCM Advisors, LLC1,662$754.9K0.38%
Campbell & CO Investment Adviser LLC1,527$694.0K0.16%
Fox Run Management, L.L.C.1,466$666.0K0.26%
Donoghue Forlines LLC1,414$642.0K0.23%
Alps Advisors Inc1,396$634.0K0.01%
Investment Partners, Ltd.1,342$610.0K0.18%
XR Securities LLC988$449.0K0.42%
TriaGen Wealth Management LLC977$444.0K0.25%
SRB Corp882$400.0K0.03%
Hartline Investment Corp791$359.0K0.30%
Verity Asset Management, Inc.741$336.6K0.35%
IHT Wealth Management, LLC732$333.0K0.03%
Harel Insurance Investments & Financial Services Ltd.726$332.0K0.01%
Thrive Wealth Management, LLC730$331.0K0.12%
SJS Investment Consulting Inc.685$312.0K0.11%
Centaurus Financial, Inc.661$300.0K0.03%
Kovack Advisors, Inc.656$298.0K0.04%
CWM Advisors, LLC643$292.0K0.04%
FSM Wealth Advisors, LLC627$285.0K0.24%
Alta Advisers Ltd600$273.0K0.17%
Financial Engines Advisors L.L.C.586$266.0K0.00%
Wiley Bros.-Aintree Capital, LLC49$254.0K0.15%
Wexford Capital LP559$254.0K0.08%
Aspen Investment Management Inc554$252.0K0.17%
Waddell & Associates, LLC554$252.0K0.05%
Maverick Capital LtdSuperinvestorMaverick Capital544$247.0K0.01%
Moors & Cabot, Inc.544$247.0K0.02%
Intelligence Driven Advisers, LLC477$228.0K0.05%
CSS LLC500$227.0K0.01%
Trilogy Capital Inc.494$224.0K0.02%
King Luther Capital Management Corp474$215.0K0.00%
Blackston Financial Advisory Group, LLC394$215.0K0.15%
Hilltop Holdings Inc.463$211.0K0.03%
Wealthsource Partners, LLC465$211.0K0.02%
Gillespie Robinson & Grimm Inc460$209.0K0.02%
D'Orazio & Associates, Inc.455$207.0K0.06%
Newport Capital Group, LLC437$205.0K0.11%
Dakota Wealth Management446$203.0K0.02%
Phillips Financial Management, LLC442$201.0K0.02%
Icon Wealth Advisors, LLC397$180.0K0.02%
Colonial Trust Co375$170.0K0.05%
Old North State Trust, LLC363$165.0K0.14%
Colonial Trust Advisors264$120.0K0.02%
EdgeRock Capital LLC244$111.0K0.06%
Silver Oak Securities, Inc202$88.0K0.02%
Tradition Wealth Management, LLC177$80.0K0.01%
Orion Capital Management LLC112$51.0K0.04%
Householder Group Estate & Retirement Specialist, LLC82$37.0K0.02%
Abound Wealth Management80$36.4K0.02%
Western Pacific Wealth Management, LP73$33.0K0.03%
Castleview Partners, LLC70$32.0K0.03%
Kenfarb & Co.62$28.0K0.03%
HBC Financial Services, PLLC60$27.0K0.02%
TD Capital Management LLC58$26.0K0.00%
Virtus Investment Advisers, Inc.55$25.0K0.01%
Almanack Investment Partners, LLC.55$25.0K0.00%
Gleason Group, Inc.44$20.0K0.01%
Moisand Fitzgerald Tamayo, LLC31$14.0K0.00%

Sold out (89)

Institutions that held Elevance Health, Inc. at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of ELV in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Lord, Abbett & Co. LLC197,668$95.4M
Tesco Pension Investment Ltd156,773$75.7M
Sound Shore Management Inc125,137$60.4M
CDAM (UK) Ltd113,629$54.8M
De Burlo Group Inc57,091$27.6M
Balyasny Asset Management LLC47,588$23.0M
Woodline Partners LP29,410$14.2M
Duality Advisers, LP9,758$4.71M
Teamwork Financial Advisors, LLC5,433$2.62M
Aquatic Capital Management LLC5,300$2.56M
Next Level Private LLC5,120$2.47M
PCJ Investment Counsel Ltd.5,000$2.41M
Avitas Wealth Management LLC4,904$2.37M
Segantii Capital Management Ltd4,515$2.18M
Jennison Associates LLC4,420$2.13M
Natixis Investment Managers International4,013$1.95M
Y-Intercept (Hong Kong) Ltd3,882$1.87M
Prelude Capital Management, LLC3,735$1.80M
Matisse Capital3,622$1.75M
Sabadell Asset Management, S.A S.G.I.I.C3,121$1.46M
Stonehage Fleming Financial Services Holdings Ltd2,711$1.32M
Diametric Capital, LP2,446$1.18M
CTC Capital Management, LLC2,400$1.16M
PDT Partners, LLC2,374$1.15M
Algert Global LLC2,241$1.08M
EP Wealth Advisors, LLC2,181$1.05M
Bayesian Capital Management, LP1,762$850.0K
Capula Management Ltd1,685$813.0K
Aurora Investment Counsel1,644$793.0K
Proequities, Inc.1,606$775.0K
Caas Capital Management LP1,600$772.0K
Burns Matteson Capital Management, LLC1,529$737.9K
River & Mercantile Investments Ltd1,469$709.0K
Synergy Financial Management, LLC1,327$641.0K
Sterling Manor Financial, LLC1,204$581.0K
Citizens Business Bank1,108$535.0K
HBK Sorce Advisory LLC1,071$517.0K
Oak Thistle LLC949$458.0K
Echo Street Capital Management LLC875$422.0K
Advisor Resource Council862$416.0K
Banque Pictet & Cie SA852$411.0K
Stevens Capital Management LP835$403.0K
BBR Partners, LLC778$375.0K
Barings LLC752$363.0K
Wealth Effects LLC685$331.0K
Godshalk Welsh Capital Management, Inc.675$326.0K
Brendel Financial Advisors LLC648$313.0K
Kathmere Capital Management, LLC626$302.0K
Drake & Associates, LLC576$278.0K
Focus Financial Network, Inc.573$276.3K
Krane Funds Advisors LLC567$274.0K
Fisher Asset Management, LLC548$265.0K
Accuvest Global Advisors533$257.0K
Koshinski Asset Management, Inc.523$252.0K
Sage Mountain Advisors LLC472$228.0K
Flagship Harbor Advisors, LLC461$222.0K
Farmers & Merchants Trust Co of Long Beach461$222.0K
Deuterium Capital Management, LLC460$222.0K
Hightower 6M Holding, LLC459$222.0K
Marcum Wealth, LLC455$220.0K
DSC Advisors, L.P.454$219.0K
V Wealth Advisors LLC448$216.0K
Successful Portfolios LLC448$216.0K
Cypress Wealth Services, LLC444$214.0K
Trust Co of Virginia441$212.0K
Lake Street Financial LLC438$211.0K
Diversified Portfolios, Inc.436$210.0K
Triad Financial Advisors, Inc.430$208.0K
Stonnington Group, LLC430$206.0K
Goelzer Investment Management, Inc.426$206.0K
Ballast, Inc.421$203.0K
StrategIQ Financial Group, LLC417$201.0K
Royal Capital Wealth Management, LLC416$201.0K
Alpha Paradigm Partners, LLC412$199.0K
AGF Investments LLC337$163.0K
Total Clarity Wealth Management, Inc.300$145.0K
Curi Capital170$82.0K
Vectors Research Management, LLC147$71.0K
TD Ameritrade Investment Management, LLC134$65.0K
Steward Financial Group LLC112$54.0K
CoreCap Advisors, LLC105$51.0K
Charter Oak Capital Management, LLC87$42.0K
Canton Hathaway, LLC74$36.0K
GW&K Investment Management, LLC24$12.0K
Tfo-TDC, LLC20$10.0K
HHM Wealth Advisors, LLC20$10.0K
Rockbridge Investment Management, LCC9$4.34K
Ahrens Investment Partners LLC5$2.00K
Marquette Asset Management, LLC1$0

Not filed for Q3 2022 yet (17)

Institutions that held Elevance Health, Inc. at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ELV in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
TPI Fund Managers Ltd55,425$26.7M
Taylor Wealth Management Partners17,082$8.24M
Dixon Hubard Feinour & Brown Inc11,681$5.64M
Advisor Partners LLC9,965$4.81M
Coldstream Capital Management Inc3,583$1.73M
Dorsey Wright & Associates3,571$1.72M
HighPoint Advisor Group LLC3,558$1.72M
Altium Wealth Management LLC1,938$935.0K
Intersect Capital LLC1,889$912.0K
Corbett Road Capital Management, LLC1,732$835.0K
Swarthmore Group Inc644$311.0K
B. Riley Wealth Management, Inc.513$248.0K
Murphy Capital Management Inc450$217.0K
Private Capital Group, LLC269$130.0K
Fieldpoint Private Securities, LLC62$30.0K
Brewin Dolphin Ltd30$14.0K
Enterprise Trust & Investment Co21$10.0K