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, Q3 2022
Institutional positions in Elevance Health, Inc. as of Sep 30, 2022. 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
- 1,449
- +22 vs. Q2 2022
- Shares held
- 213.4M
- −188.7K (−0.1%) vs. Q2 2022
- Total value
- $97.0B
- −$6.15B (−6.0%) vs. Q2 2022
- New holders
- 111
- 563 more added
- Sold out
- 89
- 503 more reduced
17 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IMA Wealth, Inc. | 1 | $0 | 0.00% | +1 | New |
| Burleson & Company, LLC | 1 | $1.00K | 0.00% | −4−80.0% | Reduced |
| New Millennium Group LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2 | $1.00K | 0.00% | +2 | New |
| Delos Wealth Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Highline Wealth Partners LLC | 4 | $1.82K | 0.00% | +4 | New |
| PEAK6 Investments LLC | 3 | $2.00K | 0.00% | −671−99.6% | Reduced |
| JNBA Financial Advisors | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 5 | $2.00K | 0.00% | +1+25.0% | Added |
| PFG Private Wealth Management, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Heritage Wealth Management, LLC | 4 | $2.00K | 0.00% | +4 | New |
| Laffer Tengler Investments | 5 | $2.31K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 6,104 | $3.00K | 0.00% | +3,237+112.9% | Added |
| Albion Financial Group | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 9,382 | $4.00K | 0.00% | +2,316+32.8% | Added |
| Altshuler Shaham Ltd | 9 | $4.00K | 0.00% | −3,081−99.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Thomas White International Ltd | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $4.00K | 0.00% | +2+28.6% | Added |
| SOA Wealth Advisors, LLC. | 13 | $5.00K | 0.00% | −4−23.5% | Reduced |
| Aspire Private Capital, LLC | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 10 | $5.00K | 0.01% | −1−9.1% | Reduced |
| Mach-1 Financial Group, Inc. | 12 | $5.00K | 0.01% | +12 | New |
| Capstone Investment Advisors, LLC | 13 | $6.00K | 0.00% | −835−98.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 12 | $6.00K | 0.00% | −21−63.6% | Reduced |
| Pittenger & Anderson Inc | 13 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 13 | $6.00K | 0.00% | +13 | New |
| Mark Sheptoff Financial Planning, LLC | 16 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 16 | $7.27K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 17 | $8.00K | 0.01% | +3+21.4% | Added |
| Guardian Wealth Management, Inc. | 17 | $8.00K | 0.01% | +17 | New |
| McIlrath & Eck, LLC | 20 | $9.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 20 | $9.00K | 0.00% | +1+5.3% | Added |
| USA Financial Portformulas Corp | 21 | $10.0K | 0.02% | −2,099−99.0% | Reduced |
| GoalVest Advisory LLC | 23 | $10.0K | 0.01% | −633−96.5% | Reduced |
| Zullo Investment Group, Inc. | 24 | $11.0K | 0.01% | −25−51.0% | Reduced |
| Norwood Financial Corp | 25 | $11.0K | 0.02% | +25 | New |
| Sugarloaf Wealth Management, LLC | 25 | $12.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 29 | $13.0K | 0.01% | −2−6.5% | Reduced |
| Tortoise Investment Management, LLC | 28 | $13.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 29 | $13.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 29 | $13.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 28 | $13.0K | 0.00% | +5+21.7% | Added |
| Raffa Wealth Management, LLC | 29 | $13.2K | 0.01% | −2−6.5% | Reduced |
| Norway Savings Bank | 31 | $14.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 31 | $14.0K | 0.00% | +31 | New |
| Cary Street Partners Asset Management LLC | 30 | $14.0K | 0.00% | +30 | New |
| MCF Advisors LLC | 35 | $16.0K | 0.00% | −48−57.8% | Reduced |
| Systematic Financial Management LP | 36 | $16.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 36 | $16.0K | 0.00% | +1+2.9% | Added |
| Castle Wealth Management LLC | 35 | $16.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 37 | $17.0K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 37 | $17.0K | 0.00% | +4+12.1% | Added |
| FinTrust Capital Advisors, LLC | 35 | $17.0K | 0.00% | +8+29.6% | Added |
| Rock Creek Group, LP | 40 | $18.0K | 0.00% | −2−4.8% | Reduced |
| Webster Bank, N. A. | 40 | $18.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 38 | $18.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 41 | $19.3K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 44 | $20.0K | 0.01% | −26−37.1% | Reduced |
| Arrow Financial Corp | 45 | $20.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 46 | $20.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 45 | $20.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 44 | $20.0K | 0.01% | +44 | New |
| Edge Capital Group, LLC | 46 | $21.0K | 0.00% | −5,719−99.2% | Reduced |
| BerganKDV Wealth Management, LLC | 47 | $21.0K | 0.00% | −6−11.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 46 | $21.0K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 46 | $21.0K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 48 | $22.0K | 0.01% | −118−71.1% | Reduced |
| Advocacy Wealth Management Services, LLC | 46 | $22.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 53 | $24.0K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 55 | $25.0K | 0.01% | +55 | New |
| Almanack Investment Partners, LLC. | 55 | $25.0K | 0.00% | +55 | New |
| TD Capital Management LLC | 58 | $26.0K | 0.00% | +58 | New |
| Versant Capital Management, Inc | 60 | $27.0K | 0.01% | −1−1.6% | Reduced |
| Tompkins Financial Corp | 59 | $27.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 59 | $27.0K | 0.00% | +42+247.1% | Added |
| HBC Financial Services, PLLC | 60 | $27.0K | 0.02% | +60 | New |
| Johnson Financial Group, Inc. | 62 | $28.0K | 0.00% | −38−38.0% | Reduced |
| Kenfarb & Co. | 62 | $28.0K | 0.03% | +62 | New |
| BDO Wealth Advisors, LLC | 64 | $29.0K | 0.00% | +51+392.3% | Added |
| Acima Private Wealth, LLC | 66 | $30.0K | 0.02% | 00.0% | Unchanged |
| Field & Main Bank | 65 | $30.0K | 0.02% | −21−24.4% | Reduced |
| Ogorek Anthony Joseph | 68 | $30.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 69 | $31.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 70 | $32.0K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 70 | $32.0K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 70 | $32.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 70 | $32.0K | 0.03% | +70 | New |
| Hexagon Capital Partners LLC | 72 | $33.0K | 0.01% | +67+1,340.0% | Added |
| Western Pacific Wealth Management, LP | 73 | $33.0K | 0.03% | +73 | New |
| Baystate Wealth Management LLC | 74 | $34.0K | 0.00% | +1+1.4% | Added |