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
- 1,448
- +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
- 502 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 |
|---|---|---|---|---|---|
| Prudent Man Advisors, LLC | 1,584 | $720.0K | 0.34% | −242−13.3% | Reduced |
| Hillsdale Investment Management Inc. | 1,594 | $724.0K | 0.07% | +6+0.4% | Added |
| Systematic Alpha Investments, LLC | 1,597 | $725.0K | 0.04% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,595 | $725.0K | 0.18% | +94+6.3% | Added |
| Thomasville National Bank | 1,600 | $727.0K | 0.09% | −60−3.6% | Reduced |
| Personal Cfo Solutions, LLC | 1,605 | $729.0K | 0.18% | −29−1.8% | Reduced |
| Dynamic Advisor Solutions LLC | 1,610 | $731.0K | 0.06% | +179+12.5% | Added |
| Western Financial Corporation | 1,612 | $732.0K | 0.51% | +183+12.8% | Added |
| Summit X, LLC | 1,590 | $732.0K | 0.22% | +231+17.0% | Added |
| Salem Investment Counselors Inc | 1,625 | $738.0K | 0.03% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 1,626 | $739.0K | 0.55% | −24−1.5% | Reduced |
| Prestige Wealth Management Group LLC | 1,635 | $743.0K | 0.21% | +160+10.8% | Added |
| Sentry Investment Management LLC | 1,639 | $744.0K | 0.35% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,638 | $744.0K | 0.11% | +18+1.1% | Added |
| DCM Advisors, LLC | 1,662 | $754.9K | 0.38% | +1,662 | New |
| Rehmann Capital Advisory Group | 1,664 | $756.0K | 0.08% | +111+7.1% | Added |
| J. W. Coons Advisors, LLC | 1,667 | $757.0K | 0.29% | −110−6.2% | Reduced |
| Mutual Advisors, LLC | 1,671 | $759.0K | 0.04% | +61+3.8% | Added |
| Harbor Investment Advisory, LLC | 1,674 | $760.0K | 0.13% | +52+3.2% | Added |
| Pacer Advisors, Inc. | 1,687 | $766.0K | 0.01% | +89+5.6% | Added |
| Global Trust Asset Management, LLC | 1,695 | $769.0K | 0.40% | −1,319−43.8% | Reduced |
| Brookstone Capital Management | 1,661 | $773.0K | 0.02% | −598−26.5% | Reduced |
| Colonial River Wealth Management, LLC | 1,703 | $774.0K | 0.54% | −13−0.8% | Reduced |
| First National Bank of Hutchinson | 1,729 | $785.0K | 0.63% | +140+8.8% | Added |
| Indie Asset Partners, LLC | 1,731 | $786.0K | 0.81% | −10−0.6% | Reduced |
| Defined Wealth Management, LLC | 1,745 | $793.0K | 0.86% | 00.0% | Unchanged |
| Morris Capital Advisors, LLC | 1,747 | $794.0K | 0.75% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 1,748 | $794.0K | 0.19% | +1,748 | New |
| McLean Asset Management Corp | 1,703 | $795.0K | 0.31% | +1+0.1% | Added |
| Constitution Capital LLC | 1,750 | $795.0K | 0.53% | +1,100+169.2% | Added |
| Pure Financial Advisors, Inc. | 1,753 | $796.0K | 0.05% | +754+75.5% | Added |
| Intellectus Partners, LLC | 1,755 | $797.0K | 0.28% | +37+2.2% | Added |
| Ameritas Advisory Services, LLC | 1,757 | $798.0K | 0.05% | +70+4.1% | Added |
| National Asset Management, Inc. | 1,763 | $801.0K | 0.02% | +287+19.4% | Added |
| Monarch Capital Management Inc | 1,771 | $804.0K | 0.26% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,789 | $813.0K | 0.49% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 1,795 | $815.4K | 0.03% | −49−2.7% | Reduced |
| Wolverine Trading, LLC | 1,790 | $818.0K | 0.03% | +817+84.0% | Added |
| Terry L. Blaker | 1,809 | $822.0K | 0.08% | +9+0.5% | Added |
| Ascent Group, LLC | 1,503 | $822.0K | 0.10% | +734+95.4% | Added |
| Signature Estate & Investment Advisors LLC | 1,812 | $824.0K | 0.04% | +10+0.6% | Added |
| WESPAC Advisors SoCal, LLC | 1,510 | $826.0K | 0.35% | −101−6.3% | Reduced |
| Waterfront Wealth Inc. | 1,555 | $831.0K | 0.32% | −31−2.0% | Reduced |
| Perigon Wealth Management, LLC | 1,837 | $834.0K | 0.07% | +131+7.7% | Added |
| Garde Capital, Inc. | 1,850 | $840.0K | 0.11% | 00.0% | Unchanged |
| Fiduciary Trust Co | 1,849 | $840.0K | 0.02% | +17+0.9% | Added |
| Ballentine Partners, LLC | 1,870 | $849.0K | 0.03% | +264+16.4% | Added |
| Taylor Hoffman Wealth Management | 1,876 | $852.0K | 0.45% | −121−6.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 1,882 | $855.0K | 0.02% | −289−13.3% | Reduced |
| Gsa Capital Partners LLP | 1,886 | $857.0K | 0.11% | +1,886 | New |
| Salomon & Ludwin, LLC | 1,892 | $859.0K | 0.13% | +1,078+132.4% | Added |
| Coastal Investment Advisors, Inc. | 1,890 | $859.0K | 0.23% | +1,296+218.2% | Added |
| Roundview Capital LLC | 1,893 | $860.0K | 0.11% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,901 | $863.3K | 0.04% | +468+32.7% | Added |
| First Pacific Advisors, LP | 1,915 | $870.0K | 0.01% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 1,944 | $883.0K | 0.21% | −11−0.6% | Reduced |
| King Wealth | 1,943 | $883.0K | 0.22% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,900 | $893.0K | 0.22% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 1,968 | $894.0K | 0.33% | −375−16.0% | Reduced |
| Strategic Advisors LLC | 1,982 | $900.0K | 0.20% | +10+0.5% | Added |
| NJ State Employees Deferred Compensation Plan | 2,000 | $908.0K | 0.16% | 00.0% | Unchanged |
| Bessemer Securities LLC | 2,035 | $924.0K | 0.33% | 00.0% | Unchanged |
| Beacon Financial Group | 2,023 | $924.0K | 0.14% | +2+0.1% | Added |
| Chicago Capital, LLC | 2,042 | $928.0K | 0.05% | +6+0.3% | Added |
| Moloney Securities Asset Management, LLC | 2,047 | $930.0K | 0.23% | +31+1.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,052 | $932.0K | 0.16% | −10−0.5% | Reduced |
| Covington Capital Management | 2,052 | $932.0K | 0.04% | +104+5.3% | Added |
| Twin Capital Management Inc | 2,054 | $933.0K | 0.13% | −23−1.1% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 2,054 | $933.0K | 0.26% | +320+18.5% | Added |
| Vanguard Capital Wealth Advisors | 2,061 | $936.0K | 1.14% | +6+0.3% | Added |
| Quadrant Capital Group LLC | 2,062 | $937.0K | 0.12% | −6−0.3% | Reduced |
| Bremer Bank National Association | 2,069 | $939.0K | 0.21% | −358−14.8% | Reduced |
| Busey Wealth Management | 2,069 | $940.0K | 0.05% | −41−1.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 2,093 | $951.0K | 0.08% | −178−7.8% | Reduced |
| Texas Yale Capital Corp. | 2,097 | $953.0K | 0.06% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 2,111 | $959.0K | 0.41% | +6+0.3% | Added |
| Sigma Planning Corp | 2,114 | $960.0K | 0.04% | −69−3.2% | Reduced |
| Resources Investment Advisors, LLC. | 2,133 | $969.0K | 0.04% | +887+71.2% | Added |
| Willner & Heller, LLC | 2,140 | $972.0K | 1.57% | +17+0.8% | Added |
| DB Fitzpatrick & Co, Inc | 2,143 | $973.0K | 1.18% | −672−23.9% | Reduced |
| Hohimer Wealth Management, LLC | 2,143 | $973.0K | 0.31% | −2−0.1% | Reduced |
| Bard Financial Services, Inc. | 2,150 | $977.0K | 0.09% | 00.0% | Unchanged |
| Arden Trust Co | 2,186 | $993.0K | 0.25% | −55−2.5% | Reduced |
| Asset Dedication, LLC | 2,197 | $994.0K | 0.11% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,881 | $998.0K | 0.06% | +508+37.0% | Added |
| Change Path, LLC | 2,214 | $1.01M | 0.06% | +1,621+273.4% | Added |
| SeaCrest Wealth Management, LLC | 2,230 | $1.01M | 0.15% | +42+1.9% | Added |
| Romano Brothers and Company | 2,252 | $1.02M | 0.17% | +2,252 | New |
| Two Sigma Securities, LLC | 2,268 | $1.03M | 0.15% | +2,268 | New |
| Verus Financial Partners, Inc. | 2,163 | $1.03M | 0.16% | +10.0% | Added |
| Fund Management at Engine No. 1 LLC | 2,308 | $1.05M | 0.31% | −127−5.2% | Reduced |
| QVR LLC | 2,313 | $1.05M | 0.96% | +2,313 | New |
| Semmax Financial Advisors Inc. | 1,995 | $1.05M | 0.45% | −123−5.8% | Reduced |
| 9258 Wealth Management, LLC | 2,322 | $1.05M | 0.27% | −133−5.4% | Reduced |
| Conning Inc. | 2,330 | $1.06M | 0.04% | −256−9.9% | Reduced |
| Clearstead Advisors, LLC | 2,371 | $1.08M | 0.10% | +52+2.2% | Added |
| Souders Financial Advisors | 2,376 | $1.08M | 0.29% | +122+5.4% | Added |
| Lincoln National Corp | 2,403 | $1.09M | 0.03% | −196−7.5% | Reduced |
| Intact Investment Management Inc. | 2,400 | $1.09M | 0.04% | +800+50.0% | Added |
| Centiva Capital, LP | 2,407 | $1.09M | 0.08% | −138−5.4% | Reduced |