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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 80 | $36.0K | 0.48% | 00.0% | Unchanged |
| Abound Wealth Management | 80 | $36.4K | 0.02% | +80 | New |
| Trust Co of Vermont | 81 | $37.0K | 0.00% | +14+20.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 82 | $37.0K | 0.02% | +82 | New |
| Toth Financial Advisory Corp | 84 | $38.0K | 0.01% | 00.0% | Unchanged |
| Motco | 85 | $39.0K | 0.00% | +20+30.8% | Added |
| Tyler-Stone Wealth Management | 88 | $40.0K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 93 | $42.0K | 0.00% | −19−17.0% | Reduced |
| Crewe Advisors LLC | 95 | $43.0K | 0.01% | +20+26.7% | Added |
| Carolinas Wealth Consulting LLC | 94 | $43.0K | 0.01% | +23+32.4% | Added |
| Piscataqua Savings Bank | 98 | $45.0K | 0.04% | −11−10.1% | Reduced |
| Arcadia Investment Management Corp | 100 | $45.0K | 0.01% | 00.0% | Unchanged |
| Siena Capital LLC | 100 | $45.0K | 0.03% | 00.0% | Unchanged |
| Surevest, LLC | 99 | $45.0K | 0.01% | +5+5.3% | Added |
| Farmers & Merchants Investments Inc | 103 | $47.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 104 | $47.0K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 106 | $48.0K | 0.04% | −9−7.8% | Reduced |
| Northwest Investment Counselors, LLC | 105 | $48.0K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 105 | $48.0K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 106 | $48.0K | 0.03% | +7+7.1% | Added |
| BOK Financial Private Wealth, Inc. | 110 | $50.0K | 0.00% | −16−12.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 110 | $50.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 110 | $50.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 109 | $50.0K | 0.01% | +16+17.2% | Added |
| Orion Capital Management LLC | 112 | $51.0K | 0.04% | +112 | New |
| M&R Capital Management Inc | 115 | $52.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 117 | $53.0K | 0.02% | 00.0% | Unchanged |
| City State Bank | 122 | $55.0K | 0.04% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 126 | $57.0K | 0.00% | −11,444−98.9% | Reduced |
| Islay Capital Management, LLC | 127 | $58.0K | 0.07% | −180−58.6% | Reduced |
| Clear Street Markets LLC | 129 | $59.0K | 0.01% | −372−74.3% | Reduced |
| Solstein Capital, LLC | 130 | $59.0K | 0.05% | 00.0% | Unchanged |
| Cambridge Trust Co | 133 | $60.0K | 0.00% | +41+44.6% | Added |
| Cedar Wealth Management, LLC | 140 | $64.0K | 0.03% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 144 | $65.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 143 | $65.0K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 146 | $66.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 146 | $66.0K | 0.02% | +14+10.6% | Added |
| Jones Financial Companies LLLP | 150 | $68.0K | 0.00% | −20−11.8% | Reduced |
| Highlander Capital Management, LLC | 150 | $68.0K | 0.04% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 150 | $68.0K | 0.03% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 153 | $69.0K | 0.02% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 151 | $69.0K | 0.05% | +1+0.7% | Added |
| Riverview Trust Co | 154 | $70.0K | 0.07% | +32+26.2% | Added |
| Ancora Advisors, LLC | 156 | $71.0K | 0.00% | −5−3.1% | Reduced |
| Evolution Advisers, Inc. | 158 | $71.0K | 0.06% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 158 | $71.8K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 160 | $73.0K | 0.05% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 164 | $74.0K | 0.05% | −1,445−89.8% | Reduced |
| Stephens Consulting, LLC | 164 | $74.5K | 0.07% | 00.0% | Unchanged |
| Central Bank & Trust Co | 168 | $76.0K | 0.02% | −200−54.3% | Reduced |
| Rosenberg Matthew Hamilton | 169 | $77.0K | 0.03% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 175 | $79.0K | 0.04% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 174 | $79.0K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 175 | $79.0K | 0.05% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 177 | $80.0K | 0.01% | +177 | New |
| Optimum Investment Advisors | 180 | $82.0K | 0.04% | −11−5.8% | Reduced |
| Silver Oak Securities, Inc | 202 | $88.0K | 0.02% | +202 | New |
| Independence Bank of Kentucky | 198 | $90.0K | 0.04% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 202 | $92.0K | 0.07% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 206 | $93.0K | 0.00% | −4−1.9% | Reduced |
| First Command Bank | 208 | $94.0K | 0.01% | +28+15.6% | Added |
| First Command Financial Services, Inc. | 208 | $94.0K | 0.01% | +28+15.6% | Added |
| Focused Wealth Management, Inc | 207 | $94.0K | 0.02% | +150+263.2% | Added |
| American National Bank | 211 | $96.0K | 0.02% | +173+455.3% | Added |
| C M Bidwell & Associates Ltd | 222 | $101.0K | 0.08% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 216 | $102.0K | 0.10% | −9−4.0% | Reduced |
| Coastal Capital Group, Inc. | 225 | $103.0K | 0.03% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 232 | $105.0K | 0.24% | 00.0% | Unchanged |
| Investors Research Corp | 235 | $107.0K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 236 | $107.0K | 0.03% | +89+60.5% | Added |
| Mascoma Wealth Management LLC | 240 | $109.0K | 0.04% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 244 | $111.0K | 0.06% | +244 | New |
| West Paces Advisors Inc. | 250 | $113.6K | 0.04% | −135−35.1% | Reduced |
| Monetary Management Group Inc | 250 | $114.0K | 0.04% | 00.0% | Unchanged |
| West Oak Capital, LLC | 250 | $114.0K | 0.06% | 00.0% | Unchanged |
| Seldon Capital LP | 250 | $114.0K | 0.08% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 257 | $117.0K | 0.01% | 00.0% | Unchanged |
| Monolith Advisors | 257 | $117.0K | 0.13% | 00.0% | Unchanged |
| Colonial Trust Advisors | 264 | $120.0K | 0.02% | +264 | New |
| State of Wyoming | 271 | $123.0K | 0.06% | −492−64.5% | Reduced |
| MBM Wealth Consultants, LLC | 276 | $130.0K | 0.06% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 295 | $138.0K | 0.05% | +105+55.3% | Added |
| Lindbrook Capital, LLC | 307 | $139.0K | 0.02% | +4+1.3% | Added |
| Mechanics Financial Corp | 312 | $142.0K | 0.09% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 313 | $142.0K | 0.05% | +8+2.6% | Added |
| Archer Investment Corp | 314 | $142.5K | 0.06% | +1+0.3% | Added |
| Investors Asset Management of Georgia Inc | 317 | $144.0K | 0.07% | +117+58.5% | Added |
| PSI Advisors, LLC | 330 | $150.0K | 0.08% | 00.0% | Unchanged |
| Core Alternative Capital | 338 | $154.0K | 0.02% | +8+2.4% | Added |
| Center for Financial Planning, Inc. | 349 | $159.0K | 0.04% | 00.0% | Unchanged |
| First Manhattan Co | 356 | $161.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 355 | $161.0K | 0.03% | +31+9.6% | Added |
| Smithfield Trust Co | 359 | $165.0K | 0.01% | −118−24.7% | Reduced |
| Old North State Trust, LLC | 363 | $165.0K | 0.14% | +363 | New |
| DB Wealth Management Group, LLC | 365 | $166.0K | 0.12% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 365 | $166.0K | 0.19% | +251+220.2% | Added |
| Byrne Asset Management LLC | 370 | $168.0K | 0.13% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 374 | $170.0K | 0.14% | +3+0.8% | Added |
| Colonial Trust Co | 375 | $170.0K | 0.05% | +375 | New |