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 |
|---|---|---|---|---|---|
| Hartford Financial Management Inc. | 380 | $173.0K | 0.05% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 383 | $174.0K | 0.04% | +108+39.3% | Added |
| Covestor Ltd | 390 | $177.0K | 0.16% | +121+45.0% | Added |
| KB Financial Partners, LLC | 393 | $179.0K | 0.06% | +60+18.0% | Added |
| Icon Wealth Advisors, LLC | 397 | $180.0K | 0.02% | +397 | New |
| Washington Trust Co | 415 | $189.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 416 | $189.0K | 0.12% | +88+26.8% | Added |
| DT Investment Partners, LLC | 431 | $196.0K | 0.03% | −431−50.0% | Reduced |
| Intrua Financial, LLC | 441 | $200.0K | 0.05% | −44−9.1% | Reduced |
| Heritage Financial Services, LLC | 442 | $200.0K | 0.12% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 442 | $201.0K | 0.00% | −231−34.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 442 | $201.0K | 0.01% | −44−9.1% | Reduced |
| Phillips Financial Management, LLC | 442 | $201.0K | 0.02% | +442 | New |
| Carret Asset Management, LLC | 445 | $202.0K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 446 | $203.0K | 0.04% | 00.0% | Unchanged |
| Dakota Wealth Management | 446 | $203.0K | 0.02% | +446 | New |
| Pecaut & Co. | 450 | $204.0K | 0.11% | 00.0% | Unchanged |
| Trust Investment Advisors | 452 | $205.0K | 0.21% | 00.0% | Unchanged |
| Grove Bank & Trust | 451 | $205.0K | 0.05% | +8+1.8% | Added |
| Newport Capital Group, LLC | 437 | $205.0K | 0.11% | +437 | New |
| Cantor Fitzgerald, L. P. | 455 | $207.0K | 0.00% | −455−50.0% | Reduced |
| Monterey Private Wealth, Inc. | 454 | $207.0K | 0.12% | −103−18.5% | Reduced |
| CVA Family Office, LLC | 455 | $207.0K | 0.06% | +20+4.6% | Added |
| D'Orazio & Associates, Inc. | 455 | $207.0K | 0.06% | +455 | New |
| Sage Rhino Capital LLC | 458 | $208.0K | 0.08% | −1−0.2% | Reduced |
| Gillespie Robinson & Grimm Inc | 460 | $209.0K | 0.02% | +460 | New |
| Guyasuta Investment Advisors Inc | 462 | $210.0K | 0.02% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 465 | $211.0K | 0.09% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 463 | $211.0K | 0.03% | +463 | New |
| Wealthsource Partners, LLC | 465 | $211.0K | 0.02% | +465 | New |
| Royal Fund Management, LLC | 472 | $214.0K | 0.04% | 00.0% | Unchanged |
| Inverness Counsel LLC | 474 | $215.0K | 0.01% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 473 | $215.0K | 0.06% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 474 | $215.0K | 0.05% | +13+2.8% | Added |
| King Luther Capital Management Corp | 474 | $215.0K | 0.00% | +474 | New |
| Blackston Financial Advisory Group, LLC | 394 | $215.0K | 0.15% | +394 | New |
| Washington Trust Advisors, Inc. | 476 | $216.0K | 0.02% | −4−0.8% | Reduced |
| WMS Partners, LLC | 476 | $216.0K | 0.03% | +13+2.8% | Added |
| Forum Private Client Group LLC | 485 | $220.0K | 0.16% | −59−10.8% | Reduced |
| Orgel Wealth Management, LLC | 485 | $220.0K | 0.01% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 486 | $221.0K | 0.08% | −6−1.2% | Reduced |
| Meridian Investment Counsel Inc. | 486 | $221.0K | 0.10% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 491 | $223.0K | 0.01% | +16+3.4% | Added |
| Trilogy Capital Inc. | 494 | $224.0K | 0.02% | +494 | New |
| Allworth Financial LP | 498 | $226.0K | 0.00% | +188+60.6% | Added |
| Wintrust Investments LLC | 500 | $227.0K | 0.03% | −100−16.7% | Reduced |
| Moneta Group Investment Advisors LLC | 500 | $227.0K | 0.01% | −10−2.0% | Reduced |
| CSS LLC | 500 | $227.0K | 0.01% | +500 | New |
| Intelligence Driven Advisers, LLC | 477 | $228.0K | 0.05% | +477 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 508 | $230.0K | 0.02% | +500+6,250.0% | Added |
| AIMZ Investment Advisors, LLC | 509 | $231.0K | 0.12% | −13−2.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 513 | $232.8K | 0.03% | +6+1.2% | Added |
| Philadelphia Trust Co | 512 | $233.0K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 513 | $233.0K | 0.04% | +22+4.5% | Added |
| Strategic Equity Management | 515 | $234.0K | 0.10% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 500 | $234.0K | 0.08% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 518 | $235.0K | 0.20% | −25−4.6% | Reduced |
| Kozak & Associates, Inc. | 503 | $237.0K | 0.15% | +1+0.2% | Added |
| Summit Place Financial Advisors, LLC | 525 | $238.0K | 0.22% | 00.0% | Unchanged |
| Rockland Trust Co | 527 | $239.0K | 0.02% | +25+5.0% | Added |
| CCG Wealth Management, LLC | 528 | $240.0K | 0.15% | −15−2.8% | Reduced |
| Renaissance Group LLC | 530 | $241.0K | 0.01% | 00.0% | Unchanged |
| Old Port Advisors | 503 | $241.0K | 0.10% | −30−5.6% | Reduced |
| Bank of Hawaii | 532 | $242.0K | 0.02% | +18+3.5% | Added |
| Watershed Asset Management, L.L.C. | 538 | $244.0K | 0.32% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 536 | $244.0K | 0.06% | +3+0.6% | Added |
| FourThought Financial, LLC | 537 | $244.0K | 0.04% | +129+31.6% | Added |
| Brown Advisory Securities, LLC | 540 | $245.0K | 0.90% | −292−35.1% | Reduced |
| Legacy Financial Advisors, Inc. | 539 | $245.0K | 0.06% | +16+3.1% | Added |
| Thoroughbred Financial Services, LLC | 543 | $246.0K | 0.05% | −35−6.1% | Reduced |
| Annex Advisory Services, LLC | 541 | $246.0K | 0.02% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 544 | $247.0K | 0.01% | +544 | New |
| Moors & Cabot, Inc. | 544 | $247.0K | 0.02% | +544 | New |
| Bluestein R H & Co | 546 | $248.0K | 0.02% | 00.0% | Unchanged |
| Bridgeworth, LLC | 545 | $248.0K | 0.06% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 554 | $251.0K | 0.12% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 556 | $252.0K | 0.13% | −63−10.2% | Reduced |
| Aspen Investment Management Inc | 554 | $252.0K | 0.17% | +554 | New |
| Waddell & Associates, LLC | 554 | $252.0K | 0.05% | +554 | New |
| Nwam LLC | 557 | $253.0K | 0.02% | +45+8.8% | Added |
| Driehaus Capital Management LLC | 556 | $253.0K | 0.00% | +132+31.1% | Added |
| Alliance Wealth Advisors, LLC | 559 | $254.0K | 0.24% | −25−4.3% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 560 | $254.0K | 0.19% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 49 | $254.0K | 0.15% | +49 | New |
| Wexford Capital LP | 559 | $254.0K | 0.08% | +559 | New |
| Wealthquest Corp | 565 | $256.0K | 0.04% | +5+0.9% | Added |
| Formidable Asset Management, LLC | 485 | $256.0K | 0.06% | +1+0.2% | Added |
| Walter & Keenan Financial Consulting Co | 571 | $259.0K | 0.11% | +12+2.1% | Added |
| Highland Private Wealth Management | 569 | $259.0K | 0.04% | +9+1.6% | Added |
| Enterprise Financial Services Corp | 569 | $259.0K | 0.19% | +18+3.3% | Added |
| Roberts Glore & Co Inc | 573 | $260.0K | 0.09% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 574 | $260.8K | 0.14% | −35−5.7% | Reduced |
| Old Mission Investment Co LLC | 575 | $261.2K | 0.12% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 576 | $262.0K | 0.02% | −78−11.9% | Reduced |
| Family Firm, Inc. | 578 | $262.0K | 0.08% | −20−3.3% | Reduced |
| Quantum Financial Advisors, LLC | 578 | $262.0K | 0.12% | 00.0% | Unchanged |
| St Germain D J Co Inc | 544 | $263.0K | 0.02% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 581 | $264.0K | 0.05% | +38+7.0% | Added |
| Veracity Capital LLC | 582 | $264.0K | 0.14% | +84+16.9% | Added |
| Aspiriant, LLC | 586 | $265.0K | 0.01% | +104+21.6% | Added |