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 |
|---|---|---|---|---|---|
| Violich Capital Management, Inc. | 3,770 | $1.71M | 0.32% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,783 | $1.72M | 0.08% | +850+29.0% | Added |
| Michael B. Yongue | 3,790 | $1.72M | 1.69% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,810 | $1.73M | 0.18% | −89−2.3% | Reduced |
| Western Wealth Management, LLC | 3,511 | $1.74M | 0.10% | +486+16.1% | Added |
| Trustmark National Bank Trust Department | 3,835 | $1.74M | 0.17% | −220−5.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,840 | $1.74M | 1.35% | −2−0.1% | Reduced |
| CAPROCK Group, Inc. | 3,849 | $1.75M | 0.17% | +114+3.1% | Added |
| FRG Family Wealth Advisors LLC | 3,892 | $1.77M | 0.44% | 00.0% | Unchanged |
| Ossiam | 3,906 | $1.77M | 0.05% | +2,442+166.8% | Added |
| Smith, Moore & Co. | 3,910 | $1.78M | 0.27% | 00.0% | Unchanged |
| Hofer & Associates. Inc | 3,918 | $1.78M | 1.91% | 00.0% | Unchanged |
| Hancock Whitney Corp | 3,931 | $1.79M | 0.08% | +173+4.6% | Added |
| Harfst & Associates, Inc. | 3,932 | $1.79M | 0.54% | +320+8.9% | Added |
| Zeke Capital Advisors, LLC | 3,948 | $1.79M | 0.13% | 00.0% | Unchanged |
| Barden Capital Management, Inc. | 3,988 | $1.81M | 2.11% | +59+1.5% | Added |
| M Holdings Securities, Inc. | 3,991 | $1.81M | 0.20% | +42+1.1% | Added |
| Shay Capital LLC | 4,000 | $1.82M | 0.91% | −5,000−55.6% | Reduced |
| Zurich Insurance Group Ltd | 4,000 | $1.82M | 0.03% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 4,000 | $1.82M | 1.34% | +4,000 | New |
| Integrated Advisors Network LLC | 4,002 | $1.82M | 0.12% | +18+0.5% | Added |
| Wedbush Securities Inc | 4,031 | $1.83M | 0.10% | +1,469+57.3% | Added |
| Balentine LLC | 4,042 | $1.84M | 0.07% | −5,097−55.8% | Reduced |
| Vista Investment Management | 4,059 | $1.84M | 1.14% | −31−0.8% | Reduced |
| Chesley Taft & Associates LLC | 4,080 | $1.85M | 0.14% | −35−0.9% | Reduced |
| Simplify Asset Management Inc. | 4,080 | $1.85M | 0.26% | +1,275+45.5% | Added |
| First Business Financial Services, Inc. | 3,798 | $1.86M | 0.27% | −41−1.1% | Reduced |
| Truvestments Capital LLC | 4,100 | $1.86M | 1.17% | −31−0.8% | Reduced |
| Malaga Cove Capital, LLC | 4,103 | $1.86M | 1.06% | −1,176−22.3% | Reduced |
| Csenge Advisory Group | 4,171 | $1.90M | 0.16% | −231−5.2% | Reduced |
| Tufton Capital Management | 4,174 | $1.90M | 0.46% | −16−0.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 4,196 | $1.91M | 0.10% | −5,349−56.0% | Reduced |
| Lederer & Associates Investment Counsel | 4,202 | $1.91M | 1.61% | +41+1.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,225 | $1.92M | 0.10% | +1,089+34.7% | Added |
| Sectoral Asset Management Inc | 4,250 | $1.93M | 0.38% | −1,250−22.7% | Reduced |
| Metis Global Partners, LLC | 4,299 | $1.95M | 0.31% | +295+7.4% | Added |
| Savant Capital, LLC | 4,328 | $1.97M | 0.06% | −398−8.4% | Reduced |
| Pensionfund Sabic | 4,350 | $1.98M | 0.70% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 4,380 | $1.99M | 0.03% | +315+7.7% | Added |
| Benchmark Investment Advisors LLC | 4,391 | $2.00M | 2.15% | −322−6.8% | Reduced |
| Orion Portfolio Solutions, LLC | 4,444 | $2.02M | 0.08% | +196+4.6% | Added |
| Corient Capital Partners, LLC | 4,188 | $2.02M | 0.16% | +62+1.5% | Added |
| Sterling Investment Management, Inc. | 4,489 | $2.04M | 1.72% | +627+16.2% | Added |
| Stratos Wealth Partners, LTD. | 4,516 | $2.05M | 0.06% | +216+5.0% | Added |
| Bragg Financial Advisors, Inc | 4,530 | $2.06M | 0.14% | 00.0% | Unchanged |
| AMG National Trust Bank | 4,531 | $2.06M | 0.08% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,532 | $2.06M | 0.12% | −2,028−30.9% | Reduced |
| Park Avenue Securities LLC | 4,557 | $2.07M | 0.04% | +539+13.4% | Added |
| Pettyjohn, Wood & White, Inc | 4,570 | $2.08M | 0.55% | −129−2.7% | Reduced |
| Intrust Bank NA | 4,577 | $2.08M | 0.32% | +72+1.6% | Added |
| Symmetry Partners, LLC | 4,594 | $2.09M | 0.14% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,634 | $2.10M | 0.12% | −196−4.1% | Reduced |
| Sofos Investments, Inc. | 7,264 | $2.12M | 0.25% | +7,264 | New |
| Liberty One Investment Management, LLC | 4,694 | $2.13M | 0.35% | −240−4.9% | Reduced |
| Madison Wealth Management | 4,725 | $2.15M | 0.53% | −20.0% | Reduced |
| Atlas Capital Advisors LLC | 4,734 | $2.15M | 0.39% | +20.0% | Added |
| Jackson Wealth Management, LLC | 4,779 | $2.17M | 0.43% | +2,875+151.0% | Added |
| Globeflex Capital L P | 4,822 | $2.19M | 0.38% | +4,804+26,688.9% | Added |
| TrinityPoint Wealth, LLC | 4,866 | $2.21M | 0.51% | +96+2.0% | Added |
| Blair William & Co | 4,693 | $2.22M | 0.01% | +295+6.7% | Added |
| Advisory Services Network, LLC | 4,928 | $2.24M | 0.08% | +88+1.8% | Added |
| Heritage Wealth Advisors | 4,968 | $2.26M | 0.16% | +1,096+28.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 4,971 | $2.26M | 0.01% | −3,137−38.7% | Reduced |
| Jag Capital Management, LLC | 4,971 | $2.26M | 0.32% | +681+15.9% | Added |
| Greenfield Savings Bank | 4,979 | $2.26M | 1.63% | −143−2.8% | Reduced |
| Raymond James Trust N.A. | 4,996 | $2.27M | 0.08% | +576+13.0% | Added |
| Arabesque Asset Management Ltd | 5,005 | $2.27M | 1.11% | +673+15.5% | Added |
| Redpoint Investment Management Pty Ltd | 5,081 | $2.31M | 0.34% | −794−13.5% | Reduced |
| Strategic Financial Services, Inc, | 5,094 | $2.31M | 0.20% | −237−4.4% | Reduced |
| Foundations Investment Advisors, LLC | 5,169 | $2.35M | 0.10% | −1,580−23.4% | Reduced |
| Delta Capital Management LLC | 5,170 | $2.35M | 1.91% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 5,192 | $2.36M | 0.93% | +72+1.4% | Added |
| KCS Wealth Advisory | 5,193 | $2.36M | 1.09% | +513+11.0% | Added |
| United Capital Financial Advisers, LLC | 5,205 | $2.36M | 0.01% | +89+1.7% | Added |
| D.A. Davidson & Co. | 5,216 | $2.37M | 0.03% | +48+0.9% | Added |
| Avantax Advisory Services, Inc. | 5,259 | $2.39M | 0.04% | −99−1.8% | Reduced |
| Keudell/Morrison Wealth Management | 5,274 | $2.40M | 0.90% | +1,007+23.6% | Added |
| CWM, LLC | 5,276 | $2.40M | 0.02% | +573+12.2% | Added |
| Susquehanna International Group, LLP | 5,322 | $2.42M | 0.00% | −64,226−92.3% | Reduced |
| Channing Global Advisors, LLC | 5,324 | $2.42M | 3.08% | −549−9.3% | Reduced |
| Voya Financial Advisors, Inc. | 5,350 | $2.44M | 0.32% | +142+2.7% | Added |
| Stonebridge Capital Advisors LLC | 5,394 | $2.45M | 0.32% | +97+1.8% | Added |
| Strategy Asset Managers LLC | 5,395 | $2.45M | 0.67% | +105+2.0% | Added |
| MAI Capital Management | 5,400 | $2.45M | 0.05% | +1,467+37.3% | Added |
| Jackson Hole Capital Partners, LLC | 5,427 | $2.46M | 0.76% | +75+1.4% | Added |
| New England Research & Management, Inc. | 5,440 | $2.47M | 1.56% | +925+20.5% | Added |
| Horizon Investments, LLC | 5,540 | $2.52M | 0.08% | +1,349+32.2% | Added |
| Cresset Asset Management, LLC | 5,560 | $2.52M | 0.03% | +340+6.5% | Added |
| Maven Securities LTD | 5,566 | $2.53M | 0.12% | +5,566 | New |
| Valeo Financial Advisors, LLC | 5,594 | $2.54M | 0.16% | +1,110+24.8% | Added |
| Alamar Capital Management, LLC | 5,718 | $2.60M | 2.92% | −626−9.9% | Reduced |
| ARGI Investment Services, LLC | 5,728 | $2.60M | 0.09% | +377+7.0% | Added |
| RPg Family Wealth Advisory, LLC | 5,428 | $2.63M | 1.39% | +5,428 | New |
| Bangor Savings Bank | 5,830 | $2.65M | 0.31% | −48−0.8% | Reduced |
| Guggenheim Capital LLC | 5,873 | $2.67M | 0.02% | −5,703−49.3% | Reduced |
| Cornerstone Wealth Group, LLC | 5,883 | $2.67M | 0.59% | −644−9.9% | Reduced |
| Moody National Bank Trust Division | 5,959 | $2.71M | 0.28% | 00.0% | Unchanged |
| Empirical Finance, LLC | 5,959 | $2.71M | 0.32% | +963+19.3% | Added |
| Ritholtz Wealth Management | 5,962 | $2.71M | 0.14% | +1,787+42.8% | Added |
| ProVise Management Group, LLC | 5,976 | $2.71M | 0.30% | −640−9.7% | Reduced |