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 |
|---|---|---|---|---|---|
| AXS Investments LLC | 1,070 | $486.0K | 0.19% | −224−17.3% | Reduced |
| First National Bank of South Miami | 1,072 | $487.0K | 0.38% | −120−10.1% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 1,073 | $487.0K | 0.42% | +33+3.2% | Added |
| LWM Advisory Services, LLC | 1,077 | $489.0K | 0.55% | +68+6.7% | Added |
| Campion Asset Management LLC | 1,085 | $493.0K | 0.52% | 00.0% | Unchanged |
| Graypoint LLC | 1,085 | $493.0K | 0.06% | +358+49.2% | Added |
| Cim Investment Mangement Inc | 1,090 | $495.0K | 0.22% | 00.0% | Unchanged |
| Moreno Evelyn V | 1,099 | $499.0K | 0.23% | −150−12.0% | Reduced |
| Park National Corp | 1,099 | $499.0K | 0.03% | −51−4.4% | Reduced |
| Dodge & Cox | 1,100 | $500.0K | 0.00% | 00.0% | Unchanged |
| PFS Investments Inc. | 1,101 | $500.0K | 0.01% | +263+31.4% | Added |
| Sutton Wealth Advisors Inc. | 1,108 | $503.3K | 0.20% | −174−13.6% | Reduced |
| United Community Bank | 1,110 | $504.2K | 0.53% | +95+9.4% | Added |
| Compton Wealth Advisory Group, LLC | 1,112 | $505.0K | 0.21% | −289−20.6% | Reduced |
| Fulton Bank, N.A. | 1,124 | $510.0K | 0.03% | +109+10.7% | Added |
| Cardiff Park Advisors, LLC | 1,128 | $512.0K | 0.08% | −32−2.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,129 | $513.0K | 0.12% | −36−3.1% | Reduced |
| NorthRock Partners, LLC | 1,130 | $513.0K | 0.06% | +137+13.8% | Added |
| Lingohr & Partner Asset Management GmbH | 939 | $513.0K | 1.41% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,132 | $514.0K | 0.02% | −1,260−52.7% | Reduced |
| Stanley-Laman Group, Ltd. | 1,132 | $514.0K | 0.10% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,133 | $515.0K | 0.08% | +667+143.1% | Added |
| First Western Trust Bank | 1,139 | $517.0K | 0.03% | −24−2.1% | Reduced |
| Basepoint Wealth LLC | 1,146 | $520.6K | 0.56% | −240−17.3% | Reduced |
| Gryphon Financial Partners LLC | 1,146 | $521.0K | 0.13% | −59−4.9% | Reduced |
| Level Four Advisory Services, LLC | 1,147 | $521.0K | 0.05% | −2−0.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,154 | $523.0K | 0.12% | +256+28.5% | Added |
| Fukoku Mutual Life Insurance Co | 1,153 | $524.0K | 0.05% | −314−21.4% | Reduced |
| Penserra Capital Management LLC | 1,159 | $526.0K | 0.01% | +30+2.7% | Added |
| Fort, L.P. | 1,161 | $527.0K | 0.66% | −857−42.5% | Reduced |
| Ellevest, Inc. | 1,163 | $528.0K | 0.05% | −52−4.3% | Reduced |
| Alpha Omega Wealth Management LLC | 1,167 | $530.0K | 0.10% | −8−0.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,175 | $534.0K | 0.17% | +5+0.4% | Added |
| Doyle Wealth Management | 1,182 | $537.0K | 0.05% | +61+5.4% | Added |
| Farmers Trust Co | 1,188 | $540.0K | 0.14% | 00.0% | Unchanged |
| Middleton & Co Inc | 1,200 | $545.0K | 0.08% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,200 | $545.0K | 0.02% | 00.0% | Unchanged |
| JB Capital LLC | 1,206 | $548.0K | 0.06% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 1,211 | $550.0K | 0.02% | −323−21.1% | Reduced |
| Mirabella Financial Services LLP | 1,206 | $551.0K | 0.06% | −884−42.3% | Reduced |
| Stiles Financial Services Inc | 1,212 | $551.0K | 0.33% | −7−0.6% | Reduced |
| Transcend Wealth Collective, LLC | 1,221 | $555.0K | 0.06% | −111−8.3% | Reduced |
| Continuum Advisory, LLC | 1,230 | $559.0K | 0.10% | +27+2.2% | Added |
| Accredited Investors Inc. | 1,235 | $561.0K | 0.07% | +3+0.2% | Added |
| Merit Financial Group, LLC | 1,240 | $563.0K | 0.02% | −91−6.8% | Reduced |
| First Light Asset Management, LLC | 1,244 | $565.0K | 0.06% | 00.0% | Unchanged |
| City Holding Co | 1,250 | $568.0K | 0.11% | −205−14.1% | Reduced |
| Pettinga Financial Advisors, LLC | 1,280 | $581.0K | 0.20% | +312+32.2% | Added |
| Signet Financial Management, LLC | 1,286 | $584.0K | 0.11% | −18−1.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,287 | $584.0K | 0.11% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,305 | $592.9K | 0.42% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,322 | $601.0K | 0.12% | +232+21.3% | Added |
| Everhart Financial Group, Inc. | 1,339 | $608.0K | 0.34% | +148+12.4% | Added |
| CFO4Life Group, LLC | 1,343 | $610.0K | 0.16% | +103+8.3% | Added |
| Investment Partners, Ltd. | 1,342 | $610.0K | 0.18% | +1,342 | New |
| Laurel Wealth Advisors, Inc. | 1,348 | $612.0K | 0.07% | −11−0.8% | Reduced |
| Cable Hill Partners, LLC | 1,351 | $614.0K | 0.12% | +48+3.7% | Added |
| Hurlow Wealth Management Group, Inc. | 1,358 | $617.0K | 0.36% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,361 | $618.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,360 | $618.0K | 0.13% | +133+10.8% | Added |
| Palisades Hudson Asset Management, L.P. | 1,365 | $620.0K | 0.38% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 1,390 | $631.0K | 0.13% | −38−2.7% | Reduced |
| Capital Investment Advisory Services, LLC | 1,390 | $631.0K | 0.08% | +14+1.0% | Added |
| Alps Advisors Inc | 1,396 | $634.0K | 0.01% | +1,396 | New |
| Eqis Capital Management, Inc. | 1,398 | $634.9K | 0.07% | +217+18.4% | Added |
| Keystone Financial Group | 1,401 | $636.0K | 0.13% | +1+0.1% | Added |
| Shufro Rose & Co LLC | 1,412 | $641.0K | 0.06% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,331 | $642.0K | 0.01% | +280+26.6% | Added |
| Donoghue Forlines LLC | 1,414 | $642.0K | 0.23% | +1,414 | New |
| Bridges Investment Management Inc | 1,425 | $647.0K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,227 | $648.0K | 0.17% | 00.0% | Unchanged |
| Wealth Alliance | 1,430 | $650.0K | 0.13% | −85−5.6% | Reduced |
| Tobam | 1,437 | $653.0K | 0.05% | 00.0% | Unchanged |
| Plancorp, LLC | 1,444 | $656.0K | 0.04% | +8+0.6% | Added |
| Itau Unibanco Holding S.A. | 1,445 | $656.0K | 0.03% | +1,073+288.4% | Added |
| Evermay Wealth Management LLC | 1,456 | $661.0K | 0.13% | +31+2.2% | Added |
| Fox Run Management, L.L.C. | 1,466 | $666.0K | 0.26% | +1,466 | New |
| Virtus ETF Advisers LLC | 1,471 | $668.0K | 0.27% | +29+2.0% | Added |
| DGS Capital Management, LLC | 1,471 | $668.2K | 0.45% | +84+6.1% | Added |
| Solidarilty Wealth, LLC | 1,271 | $672.0K | 0.39% | +200+18.7% | Added |
| Great Diamond Partners, LLC | 1,482 | $673.0K | 0.23% | +54+3.8% | Added |
| Oxbow Advisors, LLC | 1,486 | $675.0K | 0.11% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 1,490 | $677.0K | 0.12% | +15+1.0% | Added |
| Mission Creek Capital Partners, Inc. | 1,496 | $679.0K | 0.26% | +1+0.1% | Added |
| Schechter Investment Advisors, LLC | 1,495 | $679.0K | 0.07% | +319+27.1% | Added |
| Wesbanco Bank Inc | 1,497 | $680.0K | 0.05% | −194−11.5% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 1,500 | $681.0K | 0.34% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 1,503 | $683.0K | 0.03% | −26−1.7% | Reduced |
| Private Trust Co NA | 1,505 | $683.0K | 0.11% | +99+7.0% | Added |
| Lifeworks Advisors, LLC | 1,255 | $686.0K | 0.39% | −178−12.4% | Reduced |
| Kingsview Wealth Management, LLC | 1,517 | $689.0K | 0.03% | −1,501−49.7% | Reduced |
| Windsor Group LTD | 1,477 | $690.0K | 0.17% | −79−5.1% | Reduced |
| Shelton Capital Management | 1,522 | $691.0K | 0.03% | −25−1.6% | Reduced |
| IFP Advisors, Inc | 2,949 | $691.0K | 0.02% | +225+8.3% | Added |
| Integrated Wealth Concepts LLC | 1,523 | $692.0K | 0.02% | +69+4.7% | Added |
| Campbell & CO Investment Adviser LLC | 1,527 | $694.0K | 0.16% | +1,527 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,540 | $700.0K | 0.12% | +260+20.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,564 | $710.0K | 0.01% | −550−26.0% | Reduced |
| Global Assets Advisory, LLC | 1,300 | $711.0K | 0.72% | +481+58.7% | Added |
| Buckingham Strategic Wealth, LLC | 1,571 | $713.0K | 0.01% | +68+4.5% | Added |