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 |
|---|---|---|---|---|---|
| Jacobi Capital Management LLC | 586 | $266.0K | 0.04% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 586 | $266.0K | 0.07% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 586 | $266.0K | 0.00% | +586 | New |
| Accretive Wealth Partners, LLC | 588 | $267.0K | 0.20% | −31−5.0% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 590 | $268.0K | 0.09% | 00.0% | Unchanged |
| Essex Savings Bank | 589 | $268.0K | 0.11% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 590 | $268.0K | 0.04% | +104+21.4% | Added |
| Vantage Consulting Group Inc | 592 | $269.0K | 0.16% | +28+5.0% | Added |
| Syntax Advisors, LLC | 592 | $269.0K | 0.23% | +28+5.0% | Added |
| Harvest Fund Management Co., Ltd | 592 | $269.0K | 0.08% | +419+242.2% | Added |
| Investment Management of Virginia LLC | 594 | $270.0K | 0.06% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 595 | $270.0K | 0.12% | 00.0% | Unchanged |
| First National Bank | 593 | $270.0K | 0.24% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 595 | $270.0K | 0.12% | +50+9.2% | Added |
| Zions Bancorporation, N.A. | 602 | $273.0K | 0.03% | −19−3.1% | Reduced |
| AdvisorNet Financial, Inc | 601 | $273.0K | 0.03% | +21+3.6% | Added |
| Alta Advisers Ltd | 600 | $273.0K | 0.17% | +600 | New |
| SRS Capital Advisors, Inc. | 606 | $275.0K | 0.04% | +120+24.7% | Added |
| CPWM, LLC | 608 | $276.0K | 0.03% | −53−8.0% | Reduced |
| Spinnaker Trust | 610 | $277.0K | 0.02% | −217−26.2% | Reduced |
| Strategic Wealth Designers | 609 | $277.0K | 0.08% | +93+18.0% | Added |
| Caldwell Trust Co | 610 | $277.1K | 0.04% | −15−2.4% | Reduced |
| Chicago Trust Co NA | 622 | $282.0K | 0.07% | −7−1.1% | Reduced |
| Washington Capital Management Inc | 625 | $283.9K | 0.29% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 626 | $284.0K | 0.01% | −441−41.3% | Reduced |
| LVW Advisors, LLC | 627 | $285.0K | 0.06% | −5−0.8% | Reduced |
| Zhang Financial LLC | 628 | $285.0K | 0.04% | +110+21.2% | Added |
| FSM Wealth Advisors, LLC | 627 | $285.0K | 0.24% | +627 | New |
| Paloma Partners Management Co | 629 | $286.0K | 0.06% | −9,171−93.6% | Reduced |
| SevenBridge Financial Group, LLC | 635 | $288.0K | 0.10% | +62+10.8% | Added |
| Joel Isaacson & Co., LLC | 640 | $291.0K | 0.03% | −6−0.9% | Reduced |
| BCJ Capital Management, LLC | 642 | $292.0K | 0.03% | −67−9.4% | Reduced |
| CWM Advisors, LLC | 643 | $292.0K | 0.04% | +643 | New |
| Poplar Forest Capital LLC | 645 | $293.0K | 0.04% | −215−25.0% | Reduced |
| Diligent Investors, LLC | 645 | $293.0K | 0.10% | 00.0% | Unchanged |
| E&G Advisors, LP | 650 | $295.0K | 0.11% | +100+18.2% | Added |
| InterOcean Capital Group, LLC | 651 | $296.0K | 0.01% | 00.0% | Unchanged |
| First Bank & Trust | 653 | $297.0K | 0.11% | +44+7.2% | Added |
| Kovack Advisors, Inc. | 656 | $298.0K | 0.04% | +656 | New |
| Montag A & Associates Inc | 658 | $299.0K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 661 | $300.0K | 0.03% | +661 | New |
| Court Place Advisors, LLC | 667 | $303.0K | 0.12% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 669 | $304.0K | 0.05% | −393−37.0% | Reduced |
| Woodstock Corp | 669 | $304.0K | 0.05% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 670 | $304.0K | 0.08% | +220+48.9% | Added |
| First City Capital Management, Inc. | 672 | $305.0K | 0.20% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 674 | $306.0K | 0.01% | +34+5.3% | Added |
| Reston Wealth Management LLC | 679 | $308.0K | 0.18% | −21−3.0% | Reduced |
| Maxele Advisors, LLC | 679 | $308.4K | 0.52% | −15−2.2% | Reduced |
| YorkBridge Wealth Partners, LLC | 681 | $309.0K | 0.08% | −161−19.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 682 | $309.0K | 0.03% | +40+6.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 682 | $310.0K | 0.02% | +5+0.7% | Added |
| SJS Investment Consulting Inc. | 685 | $312.0K | 0.11% | +685 | New |
| Henshaw Capital LLC | 687 | $312.1K | 0.02% | −82−10.7% | Reduced |
| HM Payson & Co | 689 | $313.0K | 0.01% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 691 | $314.0K | 0.06% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 694 | $315.0K | 0.00% | +3+0.4% | Added |
| Koss-Olinger Consulting, LLC | 695 | $316.0K | 0.05% | +94+15.6% | Added |
| Financial Enhancement Group LLC | 698 | $317.0K | 0.07% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 700 | $318.0K | 0.04% | −1,453−67.5% | Reduced |
| First Horizon Advisors, Inc. | 702 | $318.0K | 0.01% | −34−4.6% | Reduced |
| Adams Wealth Management | 701 | $318.0K | 0.12% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 702 | $319.0K | 0.40% | +42+6.4% | Added |
| Sierra Capital LLC | 704 | $320.0K | 0.06% | −14−1.9% | Reduced |
| First National Trust Co | 707 | $321.0K | 0.02% | +59+9.1% | Added |
| Prime Capital Investment Advisors, LLC | 707 | $321.0K | 0.02% | +216+44.0% | Added |
| Williams Jones Wealth Management, LLC. | 708 | $322.0K | 0.01% | +197+38.6% | Added |
| Samalin Investment Counsel, LLC | 714 | $324.0K | 0.24% | −30−4.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 715 | $325.0K | 0.03% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 722 | $328.0K | 0.02% | −24−3.2% | Reduced |
| Thrive Wealth Management, LLC | 730 | $331.0K | 0.12% | +730 | New |
| Evergreen Capital Management LLC | 730 | $332.0K | 0.02% | −221−23.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 726 | $332.0K | 0.01% | +726 | New |
| ASB Consultores, LLC | 732 | $333.0K | 0.16% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 732 | $333.0K | 0.03% | +732 | New |
| Point72 Hong Kong Ltd | 735 | $334.0K | 0.02% | +623+556.3% | Added |
| Marotta Asset Management | 737 | $334.8K | 0.09% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 613 | $335.0K | 0.41% | 00.0% | Unchanged |
| Summit Financial Group Inc | 739 | $336.0K | 0.14% | −5−0.7% | Reduced |
| Verity Asset Management, Inc. | 741 | $336.6K | 0.35% | +741 | New |
| Meridian Wealth Management, LLC | 742 | $337.0K | 0.04% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 741 | $337.0K | 0.03% | +58+8.5% | Added |
| Berger Financial Group, Inc | 742 | $337.0K | 0.05% | +108+17.0% | Added |
| Hamilton Capital, LLC | 742 | $337.0K | 0.02% | +158+27.1% | Added |
| Baldwin Investment Management, LLC | 750 | $341.0K | 0.13% | −611−44.9% | Reduced |
| Jackson Square Capital, LLC | 756 | $343.0K | 0.17% | −25−3.2% | Reduced |
| Altfest L J & Co Inc | 755 | $343.0K | 0.06% | 00.0% | Unchanged |
| MQS Management LLC | 760 | $345.0K | 0.22% | −818−51.8% | Reduced |
| Capital Management Corp | 760 | $345.0K | 0.10% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 760 | $345.0K | 0.09% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 759 | $345.0K | 0.08% | +19+2.6% | Added |
| Ridgecrest Wealth Partners, LLC | 765 | $347.0K | 0.28% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 763 | $347.0K | 0.21% | +2+0.3% | Added |
| Avantax Planning Partners, Inc. | 767 | $348.0K | 0.02% | −31−3.9% | Reduced |
| G&S Capital LLC | 769 | $349.0K | 0.19% | −4,154−84.4% | Reduced |
| Glassman Wealth Services | 769 | $349.0K | 0.07% | +30+4.1% | Added |
| Affinity Investment Advisors, LLC | 771 | $350.0K | 0.18% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 772 | $350.7K | 0.03% | −7−0.9% | Reduced |
| Atticus Wealth Management, LLC | 732 | $353.0K | 0.17% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 784 | $356.0K | 0.00% | 00.0% | Unchanged |