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 | 1,702 | $107.2B |
| Q2 2024 | 1,712 | $112.7B |
| Q1 2024 | 1,672 | $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 | 1,550 | $108.8B |
| Q3 2022 | 1,448 | $97.0B |
| Q2 2022 | 1,443 | $103.2B |
| Q1 2022 | 1,423 | $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 |
|---|---|---|---|---|---|
| Pettinga Financial Advisors, LLC | 1,280 | $581.0K | 0.20% | +312+32.2% | Added |
| City Holding Co | 1,250 | $568.0K | 0.11% | −205−14.1% | Reduced |
| First Light Asset Management, LLC | 1,244 | $565.0K | 0.06% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,240 | $563.0K | 0.02% | −91−6.8% | Reduced |
| Accredited Investors Inc. | 1,235 | $561.0K | 0.07% | +3+0.2% | Added |
| Continuum Advisory, LLC | 1,230 | $559.0K | 0.10% | +27+2.2% | Added |
| Transcend Wealth Collective, LLC | 1,221 | $555.0K | 0.06% | −111−8.3% | 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 |
| Bradley Foster & Sargent Inc | 1,211 | $550.0K | 0.02% | −323−21.1% | Reduced |
| JB Capital LLC | 1,206 | $548.0K | 0.06% | 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 |
| Farmers Trust Co | 1,188 | $540.0K | 0.14% | 00.0% | Unchanged |
| Doyle Wealth Management | 1,182 | $537.0K | 0.05% | +61+5.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,175 | $534.0K | 0.17% | +5+0.4% | Added |
| Alpha Omega Wealth Management LLC | 1,167 | $530.0K | 0.10% | −8−0.7% | Reduced |
| Ellevest, Inc. | 1,163 | $528.0K | 0.05% | −52−4.3% | Reduced |
| Fort, L.P. | 1,161 | $527.0K | 0.66% | −857−42.5% | Reduced |
| Penserra Capital Management LLC | 1,159 | $526.0K | 0.01% | +30+2.7% | Added |
| Fukoku Mutual Life Insurance Co | 1,153 | $524.0K | 0.05% | −314−21.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,154 | $523.0K | 0.12% | +256+28.5% | Added |
| 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 |
| Basepoint Wealth LLC | 1,146 | $520.6K | 0.56% | −240−17.3% | Reduced |
| First Western Trust Bank | 1,139 | $517.0K | 0.03% | −24−2.1% | Reduced |
| Arkadios Wealth Advisors | 1,133 | $515.0K | 0.08% | +667+143.1% | Added |
| 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 |
| 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 |
| Cardiff Park Advisors, LLC | 1,128 | $512.0K | 0.08% | −32−2.8% | Reduced |
| Fulton Bank, N.A. | 1,124 | $510.0K | 0.03% | +109+10.7% | Added |
| Compton Wealth Advisory Group, LLC | 1,112 | $505.0K | 0.21% | −289−20.6% | Reduced |
| United Community Bank | 1,110 | $504.2K | 0.53% | +95+9.4% | Added |
| Sutton Wealth Advisors Inc. | 1,108 | $503.3K | 0.20% | −174−13.6% | 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 |
| 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 |
| Cim Investment Mangement Inc | 1,090 | $495.0K | 0.22% | 00.0% | Unchanged |
| 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 |
| LWM Advisory Services, LLC | 1,077 | $489.0K | 0.55% | +68+6.7% | Added |
| 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 |
| AXS Investments LLC | 1,070 | $486.0K | 0.19% | −224−17.3% | Reduced |
| Brown Brothers Harriman & Co | 1,068 | $485.0K | 0.00% | +158+17.4% | Added |
| Deseret Mutual Benefit Administrators | 1,063 | $483.0K | 0.14% | −322−23.2% | Reduced |
| J.W. Cole Advisors, Inc. | 1,058 | $481.0K | 0.04% | −4−0.4% | Reduced |
| Hollencrest Capital Management | 1,056 | $480.0K | 0.06% | −1,267−54.5% | Reduced |
| OneAscent Wealth Management LLC | 1,055 | $479.0K | 0.25% | +117+12.5% | Added |
| 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 |
| 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 |
| Larson Financial Group LLC | 1,044 | $474.0K | 0.07% | +651+165.6% | Added |
| Weinberger Asset Management, Inc | 1,041 | $473.0K | 0.33% | +3+0.3% | Added |
| Burke & Herbert Bank & Trust Co | 1,040 | $472.0K | 0.39% | 00.0% | Unchanged |
| Capital Financial Planning, LLC | 1,037 | $471.0K | 0.20% | +1+0.1% | Added |
| PDS Planning, Inc | 1,030 | $468.0K | 0.09% | +14+1.4% | Added |
| American Trust | 1,028 | $467.0K | 0.04% | −20−1.9% | Reduced |
| Hengehold Capital Management LLC | 1,014 | $461.0K | 0.07% | +1+0.1% | Added |
| Gladstone Institutional Advisory LLC | 1,013 | $460.0K | 0.04% | +47+4.9% | Added |
| Country Club Bank | 1,002 | $458.0K | 0.04% | +46+4.8% | Added |
| Waldron Private Wealth LLC | 1,007 | $457.0K | 0.03% | +25+2.5% | Added |
| Congress Wealth Management LLC | 1,004 | $456.0K | 0.01% | −1−0.1% | Reduced |
| Arete Wealth Advisors, LLC | 995 | $452.0K | 0.04% | +297+42.6% | Added |
| Teza Capital Management LLC | 992 | $451.0K | 0.09% | −473−32.3% | Reduced |
| 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 |
| 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 |
| Mission Wealth Management, LP | 977 | $444.0K | 0.02% | +11+1.1% | Added |
| TriaGen Wealth Management LLC | 977 | $444.0K | 0.25% | +977 | New |
| 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 |
| Monument Capital Management | 971 | $441.0K | 0.17% | +465+91.9% | Added |
| CX Institutional | 960 | $436.0K | 0.03% | −5,443−85.0% | Reduced |
| Bartlett & Co. LLC | 955 | $434.0K | 0.01% | −7−0.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 955 | $433.8K | 0.01% | −7−0.7% | Reduced |
| Holderness Investments Co | 953 | $433.0K | 0.20% | +50+5.5% | Added |
| Financial Advisory Group | 948 | $431.0K | 0.10% | +1+0.1% | Added |
| Stratos Wealth Advisors, LLC | 947 | $430.0K | 0.05% | −74−7.2% | Reduced |
| First Affirmative Financial Network | 944 | $429.0K | 0.55% | +215+29.5% | 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 |
| GSB Wealth Management, LLC | 939 | $427.0K | 0.15% | +1+0.1% | Added |
| Everett Harris & Co | 938 | $426.0K | 0.01% | −209−18.2% | Reduced |
| PBMares Wealth Management LLC | 924 | $420.0K | 0.18% | −2−0.2% | Reduced |
| Machina Capital S.A.S. | 917 | $417.0K | 0.88% | +383+71.7% | Added |
| Regent Peak Wealth Advisors LLC | 918 | $416.0K | 0.15% | +3+0.3% | Added |