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 |
|---|---|---|---|---|---|
| Analyst IMS Investment Management Services Ltd. | 2,395 | $1.09M | 0.11% | −95−3.8% | Reduced |
| Foster & Motley Inc | 2,414 | $1.10M | 0.10% | −17−0.7% | Reduced |
| Virtu Financial LLC | 2,422 | $1.10M | 0.10% | +2,422 | New |
| 1st Source Bank | 2,427 | $1.10M | 0.08% | +54+2.3% | Added |
| Donaldson Capital Management, LLC | 2,445 | $1.11M | 0.06% | −5−0.2% | Reduced |
| Advisors Asset Management, Inc. | 2,447 | $1.11M | 0.02% | −32−1.3% | Reduced |
| OPSEU Pension Plan Trust Fund | 2,393 | $1.12M | 0.29% | +25+1.1% | Added |
| 44 Wealth Management LLC | 2,471 | $1.12M | 0.46% | −449−15.4% | Reduced |
| Financial Counselors Inc | 2,470 | $1.12M | 0.03% | −120−4.6% | Reduced |
| Leonteq Securities AG | 2,500 | $1.14M | 0.06% | −699−21.9% | Reduced |
| Principle Wealth Partners LLC | 2,500 | $1.14M | 0.15% | −10−0.4% | Reduced |
| Pinnacle Associates Ltd | 2,512 | $1.14M | 0.03% | +260+11.5% | Added |
| Regent Investment Management LLC | 2,515 | $1.14M | 0.33% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 2,528 | $1.15M | 0.09% | +1,065+72.8% | Added |
| Cypress Capital Management LLC | 2,529 | $1.15M | 0.21% | −85−3.3% | Reduced |
| Sawtooth Solutions, LLC | 2,558 | $1.16M | 0.17% | −561−18.0% | Reduced |
| 55I, LLC | 2,563 | $1.17M | 0.03% | +1,499+140.9% | Added |
| Alpha DNA Investment Management LLC | 2,602 | $1.18M | 1.02% | +2,602 | New |
| Lido Advisors, LLC | 2,617 | $1.19M | 0.02% | −215−7.6% | Reduced |
| Stableford Capital II LLC | 2,328 | $1.19M | 0.58% | −11−0.5% | Reduced |
| Baader Bank INC | 2,640 | $1.20M | 0.10% | +800+43.5% | Added |
| NVWM, LLC | 2,652 | $1.21M | 0.48% | +22+0.8% | Added |
| FORA Capital, LLC | 2,653 | $1.21M | 0.23% | +2,653 | New |
| Garrison Point Advisors, LLC | 2,700 | $1.23M | 1.09% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 2,701 | $1.23M | 0.16% | +20+0.7% | Added |
| Wipfli Financial Advisors LLC, | 2,713 | $1.23M | 0.09% | +2,713 | New |
| Trust Asset Management LLC | 2,718 | $1.24M | 0.17% | +179+7.1% | Added |
| Forum Financial Management, LP | 2,722 | $1.24M | 0.06% | 00.0% | Unchanged |
| CenterBook Partners LP | 2,732 | $1.24M | 0.24% | +1,348+97.4% | Added |
| Checchi Capital Advisers, LLC | 2,734 | $1.24M | 0.14% | +7+0.3% | Added |
| Brinker Capital Investments, LLC | 2,755 | $1.25M | 0.03% | +125+4.8% | Added |
| Insight Wealth Strategies, LLC | 2,624 | $1.27M | 0.24% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,806 | $1.27M | 0.13% | +60+2.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,816 | $1.28M | 0.07% | −413−12.8% | Reduced |
| Insight Inv LLC | 2,825 | $1.28M | 1.42% | 00.0% | Unchanged |
| Central Trust Co | 2,877 | $1.31M | 0.04% | −15−0.5% | Reduced |
| Partners Capital Investment Group, LLP | 2,898 | $1.32M | 0.08% | +2,898 | New |
| Pinnacle Financial Partners Inc | 2,900 | $1.32M | 0.05% | +90+3.2% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,927 | $1.33M | 0.26% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 2,945 | $1.34M | 0.01% | +1,340+83.5% | Added |
| Community Capital Management, Inc. | 2,950 | $1.34M | 1.75% | −500−14.5% | Reduced |
| Cigna Investments Inc | 2,965 | $1.35M | 0.30% | −156−5.0% | Reduced |
| Richwood Investment Advisors, LLC | 2,964 | $1.35M | 1.48% | −28−0.9% | Reduced |
| Ameritas Investment Partners, Inc. | 2,987 | $1.36M | 0.06% | −30−1.0% | Reduced |
| Cozad Asset Management Inc | 2,999 | $1.36M | 0.22% | −1,887−38.6% | Reduced |
| PKO Investment Management Joint-Stock Co | 3,000 | $1.36M | 0.23% | 00.0% | Unchanged |
| Empowered Funds, LLC | 3,005 | $1.36M | 0.13% | +157+5.5% | Added |
| Versor Investments LP | 3,011 | $1.37M | 0.08% | +1,508+100.3% | Added |
| Institute for Wealth Management, LLC. | 3,017 | $1.37M | 0.31% | −74−2.4% | Reduced |
| Engineers Gate Manager LP | 3,030 | $1.38M | 0.09% | +72+2.4% | Added |
| Peachtree Investment Partners, LLC | 3,037 | $1.38M | 0.93% | −1,022−25.2% | Reduced |
| Sequoia Financial Advisors, LLC | 3,050 | $1.39M | 0.04% | −652−17.6% | Reduced |
| Bank of the West | 3,051 | $1.39M | 0.18% | −208−6.4% | Reduced |
| Atria Wealth Solutions, Inc. | 3,055 | $1.39M | 0.02% | −1,820−37.3% | Reduced |
| Kinneret Advisory, LLC | 3,070 | $1.40M | 0.19% | 00.0% | Unchanged |
| Wealth Architects, LLC | 3,076 | $1.40M | 0.29% | +4+0.1% | Added |
| Mount Yale Investment Advisors, LLC | 3,082 | $1.40M | 0.19% | −14−0.5% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 3,100 | $1.41M | 1.54% | +3,100 | New |
| Genesee Capital Advisors, LLC | 3,125 | $1.42M | 1.08% | −32−1.0% | Reduced |
| FDx Advisors, Inc. | 3,133 | $1.42M | 0.06% | −1,144−26.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,142 | $1.43M | 0.14% | −2,246−41.7% | Reduced |
| Quantinno Capital Management LP | 3,153 | $1.43M | 0.18% | +1,641+108.5% | Added |
| Blueshift Asset Management, LLC | 3,153 | $1.43M | 0.31% | +3,153 | New |
| Miracle Mile Advisors, LLC | 3,170 | $1.44M | 0.07% | +83+2.7% | Added |
| Copperleaf Capital, LLC | 3,175 | $1.44M | 1.56% | +182+6.1% | Added |
| Signaturefd, LLC | 3,178 | $1.44M | 0.05% | +19+0.6% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 3,181 | $1.45M | 0.08% | +608+23.6% | Added |
| Leavell Investment Management, Inc. | 3,197 | $1.45M | 0.12% | −44−1.4% | Reduced |
| TD Private Client Wealth LLC | 3,214 | $1.46M | 0.07% | −400−11.1% | Reduced |
| Connectus Wealth, LLC | 3,247 | $1.48M | 0.03% | +236+7.8% | Added |
| Mirova | 3,286 | $1.49M | 0.25% | +3,286 | New |
| Searle & Co. | 3,290 | $1.49M | 0.57% | 00.0% | Unchanged |
| Pitcairn Co | 3,297 | $1.50M | 0.17% | −196−5.6% | Reduced |
| Massmutual Trust Co FSB | 3,311 | $1.50M | 0.07% | −220−6.2% | Reduced |
| Acropolis Investment Management, LLC | 3,316 | $1.51M | 0.15% | −75−2.2% | Reduced |
| World Equity Group, Inc. | 3,369 | $1.53M | 0.39% | −26−0.8% | Reduced |
| Kornitzer Capital Management Inc | 3,375 | $1.53M | 0.03% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 3,408 | $1.55M | 0.06% | +3,408 | New |
| Belpointe Asset Management LLC | 3,410 | $1.55M | 0.10% | +2,531+287.9% | Added |
| Sumitomo Life Insurance Co | 3,431 | $1.56M | 0.07% | −29−0.8% | Reduced |
| Anchor Investment Management, LLC | 3,435 | $1.56M | 0.24% | +172+5.3% | Added |
| Uncommon Cents Investing LLC | 3,440 | $1.56M | 0.66% | +1,840+115.0% | Added |
| Comerica Securities,inc. | 3,458 | $1.57M | 0.13% | +38+1.1% | Added |
| Qtron Investments LLC | 3,465 | $1.57M | 0.39% | −469−11.9% | Reduced |
| Archford Capital Strategies, LLC | 3,488 | $1.58M | 0.41% | +44+1.3% | Added |
| Tokio Marine Asset Management Co Ltd | 3,488 | $1.58M | 0.13% | +482+16.0% | Added |
| Global Retirement Partners, LLC | 2,934 | $1.60M | 0.12% | +98+3.5% | Added |
| Meitav Dash Investments Ltd | 3,520 | $1.61M | 0.03% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 3,572 | $1.62M | 0.98% | −82−2.2% | Reduced |
| Cohen Klingenstein LLC | 3,600 | $1.64M | 0.09% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 3,336 | $1.64M | 1.08% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 3,627 | $1.65M | 0.06% | +117+3.3% | Added |
| Gofen & Glossberg LLC | 3,632 | $1.65M | 0.05% | +1,106+43.8% | Added |
| Trustcore Financial Services, LLC | 3,635 | $1.65M | 0.16% | −24−0.7% | Reduced |
| Haverford Trust Co | 3,678 | $1.67M | 0.02% | −98−2.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,685 | $1.67M | 0.03% | +340+10.2% | Added |
| Profund Advisors LLC | 3,693 | $1.68M | 0.12% | −294−7.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,710 | $1.69M | 0.65% | +5+0.1% | Added |
| Balasa Dinverno & Foltz LLC | 3,711 | $1.69M | 0.11% | −35−0.9% | Reduced |
| Heartland Advisors Inc | 3,724 | $1.69M | 0.13% | −6−0.2% | Reduced |