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 |
|---|---|---|---|---|---|
| Sivik Global Healthcare LLC | 11,000 | $5.00M | 2.78% | −4,000−26.7% | Reduced |
| GHP Investment Advisors, Inc. | 11,168 | $5.07M | 0.39% | +660+6.3% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11,182 | $5.08M | 0.31% | +6,424+135.0% | Added |
| Kestra Advisory Services, LLC | 11,269 | $5.12M | 0.05% | −2,206−16.4% | Reduced |
| Pathstone Family Office, LLC | 11,324 | $5.15M | 0.10% | +1,442+14.6% | Added |
| Independent Advisor Alliance | 11,519 | $5.23M | 0.31% | +1,803+18.6% | Added |
| Baird Financial Group, Inc. | 11,546 | $5.25M | 0.02% | −3,693−24.2% | Reduced |
| Institutional & Family Asset Management, LLC | 11,586 | $5.26M | 0.95% | +166+1.5% | Added |
| Bamco Inc | 11,600 | $5.27M | 0.02% | +11,600 | New |
| Bailard, Inc. | 11,635 | $5.29M | 0.22% | +1,080+10.2% | Added |
| Community Bank & Trust, Waco, Texas | 11,769 | $5.35M | 1.90% | +134+1.2% | Added |
| Oppenheimer & Co Inc | 11,827 | $5.37M | 0.13% | −5,246−30.7% | Reduced |
| Chiron Investment Management, LLC | 11,893 | $5.40M | 1.09% | +11,893 | New |
| Diversified Trust Co | 11,914 | $5.41M | 0.24% | +6,990+142.0% | Added |
| Susquehanna Fundamental Investments, LLC | 11,990 | $5.45M | 0.09% | +11,990 | New |
| Dowling & Yahnke LLC | 12,014 | $5.46M | 0.25% | +134+1.1% | Added |
| First Foundation Advisors | 12,154 | $5.52M | 0.27% | −4,483−26.9% | Reduced |
| New Mexico Educational Retirement Board | 12,346 | $5.61M | 0.30% | −1,100−8.2% | Reduced |
| AE Wealth Management LLC | 12,609 | $5.73M | 0.05% | −2,819−18.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 12,636 | $5.74M | 0.47% | +1,589+14.4% | Added |
| Rafferty Asset Management, LLC | 12,848 | $5.84M | 0.06% | +6,999+119.7% | Added |
| Contravisory Investment Management, Inc. | 13,042 | $5.92M | 1.98% | +132+1.0% | Added |
| Prudential PLC | 13,135 | $5.97M | 0.09% | +522+4.1% | Added |
| Cetera Advisor Networks LLC | 13,178 | $5.99M | 0.07% | +497+3.9% | Added |
| Richard Bernstein Advisors LLC | 13,278 | $6.03M | 0.15% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 13,340 | $6.06M | 0.20% | +1,194+9.8% | Added |
| Summit Street Capital Management, LLC | 13,465 | $6.12M | 4.24% | 00.0% | Unchanged |
| Meritage Portfolio Management | 13,470 | $6.12M | 0.51% | −468−3.4% | Reduced |
| Hyman Charles D | 13,877 | $6.30M | 0.48% | 00.0% | Unchanged |
| Vestcor Inc | 14,074 | $6.39M | 0.24% | +64+0.5% | Added |
| Metropolitan Life Insurance Co | 14,291 | $6.49M | 0.31% | −232−1.6% | Reduced |
| JustInvest LLC | 14,481 | $6.58M | 0.30% | +1,283+9.7% | Added |
| Kiwi Wealth Investments Limited Partnership | 13,645 | $6.58M | 0.46% | 00.0% | Unchanged |
| Spire Wealth Management | 14,528 | $6.60M | 0.40% | −4,722−24.5% | Reduced |
| Logan Capital Management Inc | 14,580 | $6.62M | 0.40% | +1,773+13.8% | Added |
| Tekla Capital Management LLC | 14,644 | $6.65M | 0.27% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 14,840 | $6.74M | 0.17% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 14,965 | $6.80M | 0.16% | −6,441−30.1% | Reduced |
| Cinctive Capital Management LP | 15,317 | $6.96M | 0.32% | +9,886+182.0% | Added |
| Louisiana State Employees Retirement System | 15,400 | $7.00M | 0.20% | +100+0.7% | Added |
| Vontobel Holding Ltd. | 15,548 | $7.06M | 0.08% | +782+5.3% | Added |
| Ethic Inc. | 15,596 | $7.08M | 0.48% | +1,489+10.6% | Added |
| Assetmark, Inc | 15,737 | $7.15M | 0.03% | +2,322+17.3% | Added |
| GAM Holding AG | 16,014 | $7.27M | 0.56% | −6,515−28.9% | Reduced |
| Shell Asset Management Co | 16,242 | $7.38M | 0.29% | −4,445−21.5% | Reduced |
| Alpine Woods Capital Investors, LLC | 16,264 | $7.39M | 1.01% | −60.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 16,378 | $7.44M | 0.92% | −4,750−22.5% | Reduced |
| Endurant Capital Management LP | 16,402 | $7.45M | 2.43% | +16,402 | New |
| Siemens Fonds Invest GmbH | 16,610 | $7.54M | 0.87% | +11+0.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 16,810 | $7.64M | 0.50% | +1,890+12.7% | Added |
| Federated Hermes, Inc. | 16,928 | $7.69M | 0.02% | +1,927+12.8% | Added |
| Two Sigma Advisers, LP | 17,100 | $7.77M | 0.02% | −25,095−59.5% | Reduced |
| Parkman Healthcare Partners LLC | 17,196 | $7.81M | 2.22% | −554−3.1% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 17,200 | $7.81M | 1.04% | −993−5.5% | Reduced |
| Ninety One SA (PTY) Ltd | 16,719 | $7.82M | 3.10% | +13,561+429.4% | Added |
| KCM Investment Advisors LLC | 17,225 | $7.82M | 0.36% | +7,847+83.7% | Added |
| Aigen Investment Management, LP | 17,444 | $7.92M | 1.14% | +6,273+56.2% | Added |
| River Wealth Advisors LLC | 17,645 | $8.02M | 1.73% | −1,372−7.2% | Reduced |
| Daiwa Securities Group Inc. | 17,668 | $8.03M | 0.07% | +537+3.1% | Added |
| Atria Investments LLC | 17,713 | $8.05M | 0.18% | +955+5.7% | Added |
| Quadrature Capital Ltd | 17,683 | $8.05M | 0.26% | +17,683 | New |
| Greatmark Investment Partners, Inc. | 17,765 | $8.07M | 1.56% | −50.0% | Reduced |
| Snowden Capital Advisors LLC | 17,832 | $8.10M | 0.37% | −599−3.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,987 | $8.17M | 0.19% | +1,360+8.2% | Added |
| Elo Mutual Pension Insurance Co | 18,106 | $8.22M | 0.31% | −914−4.8% | Reduced |
| Capital Analysts, LLC | 18,202 | $8.27M | 0.57% | +1,385+8.2% | Added |
| Unison Asset Management LLC | 18,277 | $8.30M | 7.47% | +488+2.7% | Added |
| Tamar Securities, LLC | 18,399 | $8.36M | 2.67% | +967+5.5% | Added |
| Chartwell Investment Partners, LLC | 18,472 | $8.39M | 0.36% | +2,217+13.6% | Added |
| Sandy Spring Bank | 18,484 | $8.40M | 0.53% | +83+0.5% | Added |
| Maryland State Retirement & Pension System | 18,711 | $8.50M | 0.71% | +137+0.7% | Added |
| Kentucky Retirement Systems | 18,787 | $8.53M | 0.36% | +894+5.0% | Added |
| McKinley Capital Management LLC /Delaware | 18,810 | $8.54M | 1.16% | 00.0% | Unchanged |
| Parus Finance (UK) Ltd | 18,835 | $8.56M | 7.43% | +665+3.7% | Added |
| Coronation Fund Managers Ltd. | 18,862 | $8.57M | 0.46% | −393−2.0% | Reduced |
| Distillate Capital Partners LLC | 19,077 | $8.64M | 1.16% | −2,535−11.7% | Reduced |
| Norinchukin Bank, The | 19,096 | $8.67M | 0.18% | +2,205+13.1% | Added |
| GWM Advisors LLC | 19,212 | $8.73M | 0.14% | +2,972+18.3% | Added |
| Great Lakes Advisors, LLC | 19,296 | $8.77M | 0.19% | −210−1.1% | Reduced |
| Colony Group LLC | 19,433 | $8.83M | 0.16% | +548+2.9% | Added |
| Kovitz Investment Group Partners, LLC | 19,554 | $8.88M | 0.21% | −161−0.8% | Reduced |
| Axiom Investors LLC | 19,614 | $8.91M | 0.19% | −1,298−6.2% | Reduced |
| Securian Asset Management, Inc | 19,627 | $8.91M | 0.27% | 00.0% | Unchanged |
| Robeco Schweiz AG | 19,677 | $8.94M | 0.17% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 19,860 | $9.02M | 0.05% | +824+4.3% | Added |
| Hardman Johnston Global Advisors LLC | 20,426 | $9.28M | 0.42% | +20,426 | New |
| Cumberland Partners Ltd | 20,452 | $9.29M | 0.99% | +370+1.8% | Added |
| Highland Capital Management, LLC | 20,556 | $9.34M | 0.72% | −30−0.1% | Reduced |
| Parsec Financial Management, Inc. | 20,631 | $9.37M | 0.47% | −501−2.4% | Reduced |
| Gotham Asset Management, LLC | 20,635 | $9.37M | 0.28% | −2,002−8.8% | Reduced |
| First American Trust, FSB | 20,634 | $9.37M | 1.57% | +207+1.0% | Added |
| Vancity Investment Management Ltd | 20,691 | $9.40M | 1.49% | +20,691 | New |
| Leuthold Group, LLC | 20,752 | $9.43M | 1.42% | −163−0.8% | Reduced |
| Liontrust Investment Partners LLP | 20,761 | $9.43M | 0.15% | −18,709−47.4% | Reduced |
| CIBC World Markets Inc. | 21,021 | $9.55M | 0.04% | +1,033+5.2% | Added |
| Wealthfront Advisers LLC | 21,174 | $9.62M | 0.05% | −736−3.4% | Reduced |
| Creative Planning | 21,261 | $9.66M | 0.02% | +444+2.1% | Added |
| Tower Research Capital LLC (TRC) | 21,295 | $9.67M | 0.16% | +11,816+124.7% | Added |
| Stephens Inc | 21,446 | $9.74M | 0.21% | +3,870+22.0% | Added |
| Hyperion Capital Advisors LP | 22,088 | $10.0M | 4.95% | +4,524+25.8% | Added |