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
- 1,448
- +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
- 502 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 | 1,702 | $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, 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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 5,976 | $2.71M | 0.15% | +1,215+25.5% | Added |
| Oliver Luxxe Assets LLC | 5,980 | $2.72M | 0.85% | +122+2.1% | Added |
| AlphaCrest Capital Management LLC | 5,984 | $2.72M | 0.17% | +1,357+29.3% | Added |
| Family Legacy, Inc. | 6,021 | $2.73M | 1.37% | +118+2.0% | Added |
| Lester Murray Antman dba SimplyRich | 6,028 | $2.74M | 1.23% | 00.0% | Unchanged |
| Seeyond | 6,091 | $2.77M | 0.33% | −272−4.3% | Reduced |
| Warther Private Wealth, LLC | 6,135 | $2.79M | 2.21% | +750+13.9% | Added |
| Harbert Fund Advisors, Inc. | 6,200 | $2.82M | 2.25% | +950+18.1% | Added |
| Pegasus Asset Management, Inc. | 6,245 | $2.84M | 1.60% | +6,245 | New |
| WCG Wealth Advisors LLC | 5,875 | $2.84M | 0.38% | +169+3.0% | Added |
| Veriti Management LLC | 6,353 | $2.89M | 0.42% | −7−0.1% | Reduced |
| Van Eck Associates Corp | 6,360 | $2.89M | 0.01% | +25+0.4% | Added |
| Money Concepts Capital Corp | 6,403 | $2.91M | 0.17% | +4,994+354.4% | Added |
| Lakeview Capital Partners, LLC | 6,484 | $2.94M | 1.16% | +5,786+828.9% | Added |
| Banque Cantonale Vaudoise | 6,507 | $2.96M | 0.17% | −1,880−22.4% | Reduced |
| Kempen Capital Management N.V. | 6,531 | $2.97M | 0.12% | +384+6.2% | Added |
| Scotia Capital Inc. | 6,552 | $2.98M | 0.02% | −516−7.3% | Reduced |
| Edmp, Inc. | 6,679 | $3.03M | 3.23% | −297−4.3% | Reduced |
| Toroso Investments, LLC | 6,711 | $3.05M | 0.13% | −99−1.5% | Reduced |
| First Hawaiian Bank | 6,778 | $3.08M | 0.12% | +353+5.5% | Added |
| Meeder Asset Management Inc | 6,790 | $3.08M | 0.18% | +1,114+19.6% | Added |
| RDA Financial Network | 6,845 | $3.11M | 1.70% | +77+1.1% | Added |
| Oak Associates, Ltd | 6,877 | $3.12M | 0.27% | 00.0% | Unchanged |
| Greenleaf Trust | 6,880 | $3.13M | 0.05% | −114−1.6% | Reduced |
| Red Cedar Capital, LLC | 6,880 | $3.13M | 2.20% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 6,880 | $3.13M | 1.76% | 00.0% | Unchanged |
| Alcosta Capital Management, Inc. | 6,976 | $3.17M | 3.11% | −194−2.7% | Reduced |
| James Investment Research Inc | 6,977 | $3.17M | 0.45% | −149−2.1% | Reduced |
| Regions Financial Corp | 7,071 | $3.21M | 0.03% | −1,014−12.5% | Reduced |
| Argent Trust Co | 7,092 | $3.22M | 0.23% | +606+9.3% | Added |
| Winton Group Ltd | 7,146 | $3.25M | 0.21% | +280+4.1% | Added |
| Van Leeuwen & Company, LLC | 7,183 | $3.26M | 2.60% | +1,914+36.3% | Added |
| Fort Washington Investment Advisors Inc | 7,199 | $3.27M | 0.03% | +170+2.4% | Added |
| Transform Wealth, LLC | 7,281 | $3.31M | 0.43% | +505+7.5% | Added |
| Burney Co | 7,314 | $3.32M | 0.18% | −180−2.4% | Reduced |
| Everence Capital Management Inc | 7,320 | $3.33M | 0.31% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 7,351 | $3.34M | 0.06% | −23−0.3% | Reduced |
| Wetherby Asset Management Inc | 7,362 | $3.34M | 0.24% | +80+1.1% | Added |
| Ieq Capital, LLC | 7,364 | $3.35M | 0.09% | +2,549+52.9% | Added |
| Old National Bancorp | 7,543 | $3.43M | 0.12% | −188−2.4% | Reduced |
| Van Hulzen Asset Management, LLC | 7,650 | $3.48M | 0.43% | +7,650 | New |
| Duncker Streett & Co Inc | 7,692 | $3.49M | 0.91% | +300+4.1% | Added |
| Alerus Financial NA | 7,724 | $3.51M | 0.35% | +499+6.9% | Added |
| Essex Financial Services, Inc. | 7,763 | $3.53M | 0.42% | +975+14.4% | Added |
| Garrison Bradford & Associates Inc | 7,805 | $3.54M | 4.31% | +92+1.2% | Added |
| YHB Investment Advisors, Inc. | 7,847 | $3.56M | 0.40% | −5−0.1% | Reduced |
| LMR Partners LLP | 7,887 | $3.58M | 0.09% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 7,980 | $3.63M | 0.05% | +2,414+43.4% | Added |
| Unigestion Holding SA | 7,954 | $3.63M | 0.21% | +4,927+162.8% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $3.63M | 1.23% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 8,270 | $3.76M | 0.21% | −1,460−15.0% | Reduced |
| Synovus Financial Corp | 8,316 | $3.78M | 0.05% | +52+0.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 8,321 | $3.78M | 0.16% | +617+8.0% | Added |
| Pavadi Capital LLC | 8,346 | $3.79M | 3.63% | −803−8.8% | Reduced |
| Pinkerton Retirement Specialists, LLC | 8,405 | $3.82M | 1.47% | +1,087+14.9% | Added |
| Timber Creek Capital Management LLC | 8,437 | $3.83M | 1.52% | −7,350−46.6% | Reduced |
| Wright Investors Service Inc | 8,498 | $3.86M | 1.21% | +1,748+25.9% | Added |
| Erste Asset Management GmbH | 8,502 | $3.88M | 0.09% | −10,239−54.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,601 | $3.91M | 0.36% | +364+4.4% | Added |
| Loomis Sayles & Co L P | 8,620 | $3.92M | 0.01% | −21,799−71.7% | Reduced |
| Jump Financial, LLC | 8,655 | $3.93M | 0.15% | +8,655 | New |
| Benedict Financial Advisors Inc | 8,769 | $3.98M | 1.27% | −57−0.6% | Reduced |
| Eagle Rock Investment Company, LLC | 8,797 | $4.00M | 1.04% | +3,509+66.4% | Added |
| Tocqueville Asset Management L.P. | 8,854 | $4.02M | 0.08% | +54+0.6% | Added |
| Veritable, L.P. | 8,879 | $4.03M | 0.08% | −1,430−13.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 8,914 | $4.05M | 0.10% | −1,761−16.5% | Reduced |
| Quantbot Technologies LP | 8,927 | $4.05M | 0.31% | +8,927 | New |
| HB Wealth Management, LLC | 8,961 | $4.07M | 0.09% | +933+11.6% | Added |
| ExodusPoint Capital Management, LP | 8,992 | $4.08M | 0.06% | +1,759+24.3% | Added |
| Power Corp of Canada | 9,009 | $4.09M | 0.61% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 9,079 | $4.12M | 0.24% | −1,078−10.6% | Reduced |
| Icon Advisers Inc | 9,100 | $4.16M | 1.14% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 9,533 | $4.32M | 0.10% | −707−6.9% | Reduced |
| Asio Capital, LLC | 9,546 | $4.34M | 1.38% | +226+2.4% | Added |
| Narwhal Capital Management | 9,722 | $4.42M | 0.64% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 9,727 | $4.42M | 0.33% | +9,727 | New |
| Private Advisor Group, LLC | 9,751 | $4.43M | 0.05% | −3,333−25.5% | Reduced |
| Keybank National Association | 9,754 | $4.43M | 0.02% | −256−2.6% | Reduced |
| Scholtz & Company, LLC | 9,063 | $4.45M | 3.18% | +491+5.7% | Added |
| Banco Santander, S.A. | 9,845 | $4.47M | 0.06% | −697−6.6% | Reduced |
| Mitchell Capital Management Co | 10,084 | $4.58M | 1.30% | +230+2.3% | Added |
| Geneva Partners, LLC | 10,154 | $4.61M | 5.27% | −508−4.8% | Reduced |
| Walleye Trading LLC | 10,182 | $4.63M | 0.15% | +2,842+38.7% | Added |
| Tandem Capital Management Corp | 9,073 | $4.64M | 3.91% | −20.0% | Reduced |
| Guardian Capital Advisors LP | 9,984 | $4.64M | 0.58% | −105−1.0% | Reduced |
| Allstate Corp | 10,352 | $4.70M | 0.14% | −101−1.0% | Reduced |
| Maryland Capital Management | 10,361 | $4.71M | 0.39% | +10,361 | New |
| E. Ohman J:or Asset Management AB | 10,400 | $4.72M | 0.22% | −500−4.6% | Reduced |
| LGT Fund Management Co Ltd. | 10,450 | $4.75M | 2.23% | +2,700+34.8% | Added |
| Mill Capital Management, LLC | 10,488 | $4.76M | 0.56% | +10+0.1% | Added |
| West Family Investments, Inc. | 10,547 | $4.79M | 2.04% | −10,518−49.9% | Reduced |
| Armstrong Shaw Associates Inc | 10,657 | $4.84M | 5.19% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 10,665 | $4.84M | 0.67% | +4,043+61.1% | Added |
| Triasima Portfolio Management inc. | 10,702 | $4.86M | 0.39% | +420+4.1% | Added |
| Westbourne Investment Advisors, Inc. | 10,770 | $4.89M | 2.59% | +10,770 | New |
| BKD Wealth Advisors, LLC | 10,782 | $4.90M | 0.20% | −266−2.4% | Reduced |
| Winmill & Co. Inc | 10,790 | $4.90M | 1.94% | 00.0% | Unchanged |
| Coastline Trust Co | 10,895 | $4.95M | 0.79% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 10,981 | $4.99M | 0.10% | +285+2.7% | Added |
| Bowling Portfolio Management LLC | 10,986 | $4.99M | 1.37% | +307+2.9% | Added |