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 |
|---|---|---|---|---|---|
| Buckingham Strategic Partners | 783 | $356.0K | 0.02% | +126+19.2% | Added |
| Occudo Quantitative Strategies LP | 787 | $357.0K | 0.03% | −5,163−86.8% | Reduced |
| East Coast Asset Management, LLC. | 785 | $357.0K | 0.20% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 787 | $358.0K | 0.10% | −42−5.1% | Reduced |
| Tandem Investment Advisors, Inc. | 790 | $359.0K | 0.02% | −13−1.6% | Reduced |
| Latitude Advisors, LLC | 791 | $359.0K | 0.30% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 744 | $359.0K | 0.02% | 00.0% | Unchanged |
| Five Oceans Advisors | 790 | $359.0K | 0.28% | +295+59.6% | Added |
| Hartline Investment Corp | 791 | $359.0K | 0.30% | +791 | New |
| Atlantic Trust, LLC | 792 | $360.0K | 0.13% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 778 | $360.0K | 0.41% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 794 | $361.0K | 0.05% | −74−8.5% | Reduced |
| Private Advisory Group LLC | 797 | $362.0K | 0.08% | −1,477−65.0% | Reduced |
| Meyer Handelman Co | 800 | $363.0K | 0.02% | 00.0% | Unchanged |
| TKG Advisors, LLC | 807 | $367.0K | 0.29% | −6,020−88.2% | Reduced |
| Geller Advisors LLC | 809 | $367.0K | 0.08% | +18+2.3% | Added |
| Warren Averett Asset Management, LLC | 808 | $367.0K | 0.03% | +154+23.5% | Added |
| Brandywine Oak Private Wealth LLC | 811 | $368.0K | 0.05% | −8−1.0% | Reduced |
| Good Life Advisors, LLC | 811 | $368.0K | 0.05% | −4−0.5% | Reduced |
| BSW Wealth Partners | 810 | $368.0K | 0.09% | +283+53.7% | Added |
| Valmark Advisers, Inc. | 813 | $369.0K | 0.01% | −31−3.7% | Reduced |
| Keel Point, LLC | 813 | $369.0K | 0.06% | +1+0.1% | Added |
| Glenview Trust Co | 815 | $370.0K | 0.01% | −13−1.6% | Reduced |
| Eagle Bay Advisors LLC | 816 | $371.0K | 0.23% | −2−0.2% | Reduced |
| Convergence Investment Partners, LLC | 820 | $373.0K | 0.24% | −151−15.6% | Reduced |
| Circle Wealth Management, LLC | 827 | $376.0K | 0.06% | −28−3.3% | Reduced |
| OneAscent Financial Services LLC | 840 | $381.0K | 0.15% | −208−19.8% | Reduced |
| Boston Common Asset Management, LLC | 839 | $381.0K | 0.02% | +344+69.5% | Added |
| Whalerock Point Partners, LLC | 845 | $384.0K | 0.17% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 847 | $385.0K | 0.15% | −24−2.8% | Reduced |
| Humankind Investments LLC | 857 | $389.0K | 0.19% | +126+17.2% | Added |
| GraniteShares Advisors LLC | 867 | $393.0K | 0.32% | −77−8.2% | Reduced |
| Column Capital Advisors, LLC | 868 | $394.0K | 0.08% | −48−5.2% | Reduced |
| Concord Wealth Partners | 873 | $396.0K | 0.13% | −43−4.7% | Reduced |
| Harbor Group, Inc. | 872 | $396.0K | 0.29% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 879 | $399.0K | 0.03% | −1−0.1% | Reduced |
| Valley National Advisers Inc | 834 | $399.0K | 0.08% | −25−2.9% | Reduced |
| SRB Corp | 882 | $400.0K | 0.03% | +882 | New |
| Axiom Financial Strategies, LLC | 888 | $403.0K | 0.21% | 00.0% | Unchanged |
| Arlington Partners LLC | 887 | $403.0K | 0.16% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 890 | $404.0K | 0.56% | −283−24.1% | Reduced |
| Evercore Wealth Management, LLC | 890 | $404.0K | 0.01% | −72−7.5% | Reduced |
| Sendero Wealth Management, LLC | 899 | $408.0K | 0.17% | +198+28.2% | Added |
| Advisors Capital Management, LLC | 834 | $409.0K | 0.01% | −221−20.9% | Reduced |
| Horan Securities, Inc. | 901 | $409.0K | 0.26% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 903 | $410.0K | 0.25% | +112+14.2% | Added |
| Telemus Capital, LLC | 908 | $412.0K | 0.04% | −206−18.5% | Reduced |
| Wealth Advisory Solutions, LLC | 912 | $414.0K | 0.11% | −490−35.0% | Reduced |
| Regent Peak Wealth Advisors LLC | 918 | $416.0K | 0.15% | +3+0.3% | Added |
| Machina Capital S.A.S. | 917 | $417.0K | 0.88% | +383+71.7% | Added |
| PBMares Wealth Management LLC | 924 | $420.0K | 0.18% | −2−0.2% | Reduced |
| Everett Harris & Co | 938 | $426.0K | 0.01% | −209−18.2% | Reduced |
| GSB Wealth Management, LLC | 939 | $427.0K | 0.15% | +1+0.1% | Added |
| Spectrum Management Group, LLC | 942 | $428.0K | 0.09% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 943 | $428.0K | 0.02% | +74+8.5% | Added |
| First Affirmative Financial Network | 944 | $429.0K | 0.55% | +215+29.5% | Added |
| Stratos Wealth Advisors, LLC | 947 | $430.0K | 0.05% | −74−7.2% | Reduced |
| Financial Advisory Group | 948 | $431.0K | 0.10% | +1+0.1% | Added |
| Holderness Investments Co | 953 | $433.0K | 0.20% | +50+5.5% | Added |
| Bartlett & Co. Wealth Management LLC | 955 | $433.8K | 0.01% | −7−0.7% | Reduced |
| Bartlett & Co. LLC | 955 | $434.0K | 0.01% | −7−0.7% | Reduced |
| CX Institutional | 960 | $436.0K | 0.03% | −5,443−85.0% | Reduced |
| Monument Capital Management | 971 | $441.0K | 0.17% | +465+91.9% | Added |
| Charter Trust Co | 975 | $443.0K | 0.04% | −1−0.1% | Reduced |
| First Financial Bank - Trust Division | 976 | $443.0K | 0.05% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 976 | $443.0K | 0.50% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 977 | $444.0K | 0.02% | +11+1.1% | Added |
| TriaGen Wealth Management LLC | 977 | $444.0K | 0.25% | +977 | New |
| Herold Advisors, Inc. | 984 | $447.0K | 0.22% | +244+33.0% | Added |
| Northeast Investment Management | 984 | $447.0K | 0.03% | +293+42.4% | Added |
| Vise Technologies, Inc. | 985 | $447.0K | 0.17% | +354+56.1% | Added |
| AIA Group Ltd | 988 | $449.0K | 0.03% | −574−36.7% | Reduced |
| Ascent Wealth Partners, LLC | 989 | $449.0K | 0.11% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 988 | $449.0K | 0.26% | 00.0% | Unchanged |
| XR Securities LLC | 988 | $449.0K | 0.42% | +988 | New |
| Teza Capital Management LLC | 992 | $451.0K | 0.09% | −473−32.3% | Reduced |
| Arete Wealth Advisors, LLC | 995 | $452.0K | 0.04% | +297+42.6% | Added |
| Congress Wealth Management LLC | 1,004 | $456.0K | 0.01% | −1−0.1% | Reduced |
| Waldron Private Wealth LLC | 1,007 | $457.0K | 0.03% | +25+2.5% | Added |
| Country Club Bank | 1,002 | $458.0K | 0.04% | +46+4.8% | Added |
| Gladstone Institutional Advisory LLC | 1,013 | $460.0K | 0.04% | +47+4.9% | Added |
| Hengehold Capital Management LLC | 1,014 | $461.0K | 0.07% | +1+0.1% | Added |
| American Trust | 1,028 | $467.0K | 0.04% | −20−1.9% | Reduced |
| PDS Planning, Inc | 1,030 | $468.0K | 0.09% | +14+1.4% | Added |
| Capital Financial Planning, LLC | 1,037 | $471.0K | 0.20% | +1+0.1% | Added |
| Burke & Herbert Bank & Trust Co | 1,040 | $472.0K | 0.39% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 1,041 | $473.0K | 0.33% | +3+0.3% | Added |
| Larson Financial Group LLC | 1,044 | $474.0K | 0.07% | +651+165.6% | Added |
| Venture Visionary Partners LLC | 1,049 | $476.0K | 0.04% | +1+0.1% | Added |
| Patton Albertson Miller Group, LLC | 1,048 | $476.0K | 0.10% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 1,049 | $477.0K | 0.05% | −52−4.7% | Reduced |
| Beirne Wealth Consulting Services, LLC | 1,050 | $477.0K | 0.18% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 1,050 | $477.0K | 0.07% | +425+68.0% | Added |
| Financial Advocates Investment Management | 3,948 | $477.0K | 0.04% | +3,345+554.7% | Added |
| Prospera Financial Services Inc | 1,047 | $477.0K | 0.02% | +468+80.8% | Added |
| OneAscent Wealth Management LLC | 1,055 | $479.0K | 0.25% | +117+12.5% | Added |
| Hollencrest Capital Management | 1,056 | $480.0K | 0.06% | −1,267−54.5% | Reduced |
| J.W. Cole Advisors, Inc. | 1,058 | $481.0K | 0.04% | −4−0.4% | Reduced |
| Deseret Mutual Benefit Administrators | 1,063 | $483.0K | 0.14% | −322−23.2% | Reduced |
| Brown Brothers Harriman & Co | 1,068 | $485.0K | 0.00% | +158+17.4% | Added |