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 |
|---|---|---|---|---|---|
| Wealth Advisory Solutions, LLC | 912 | $414.0K | 0.11% | −490−35.0% | Reduced |
| Telemus Capital, LLC | 908 | $412.0K | 0.04% | −206−18.5% | Reduced |
| Client 1st Advisory Group, LLC | 903 | $410.0K | 0.25% | +112+14.2% | Added |
| Advisors Capital Management, LLC | 834 | $409.0K | 0.01% | −221−20.9% | Reduced |
| Horan Securities, Inc. | 901 | $409.0K | 0.26% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 899 | $408.0K | 0.17% | +198+28.2% | Added |
| HFG Advisors, Inc. | 890 | $404.0K | 0.56% | −283−24.1% | Reduced |
| Evercore Wealth Management, LLC | 890 | $404.0K | 0.01% | −72−7.5% | Reduced |
| Axiom Financial Strategies, LLC | 888 | $403.0K | 0.21% | 00.0% | Unchanged |
| Arlington Partners LLC | 887 | $403.0K | 0.16% | 00.0% | Unchanged |
| SRB Corp | 882 | $400.0K | 0.03% | +882 | New |
| Halbert Hargrove Global Advisors, LLC | 879 | $399.0K | 0.03% | −1−0.1% | Reduced |
| Valley National Advisers Inc | 834 | $399.0K | 0.08% | −25−2.9% | Reduced |
| Concord Wealth Partners | 873 | $396.0K | 0.13% | −43−4.7% | Reduced |
| Harbor Group, Inc. | 872 | $396.0K | 0.29% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 868 | $394.0K | 0.08% | −48−5.2% | Reduced |
| GraniteShares Advisors LLC | 867 | $393.0K | 0.32% | −77−8.2% | Reduced |
| Humankind Investments LLC | 857 | $389.0K | 0.19% | +126+17.2% | Added |
| Childress Capital Advisors, LLC | 847 | $385.0K | 0.15% | −24−2.8% | Reduced |
| Whalerock Point Partners, LLC | 845 | $384.0K | 0.17% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 840 | $381.0K | 0.15% | −208−19.8% | Reduced |
| Boston Common Asset Management, LLC | 839 | $381.0K | 0.02% | +344+69.5% | Added |
| Circle Wealth Management, LLC | 827 | $376.0K | 0.06% | −28−3.3% | Reduced |
| Convergence Investment Partners, LLC | 820 | $373.0K | 0.24% | −151−15.6% | Reduced |
| Eagle Bay Advisors LLC | 816 | $371.0K | 0.23% | −2−0.2% | Reduced |
| Glenview Trust Co | 815 | $370.0K | 0.01% | −13−1.6% | Reduced |
| Valmark Advisers, Inc. | 813 | $369.0K | 0.01% | −31−3.7% | Reduced |
| Keel Point, LLC | 813 | $369.0K | 0.06% | +1+0.1% | Added |
| Brandywine Oak Private Wealth LLC | 811 | $368.0K | 0.05% | −8−1.0% | Reduced |
| Good Life Advisors, LLC | 811 | $368.0K | 0.05% | −4−0.5% | Reduced |
| BSW Wealth Partners | 810 | $368.0K | 0.09% | +283+53.7% | Added |
| TKG Advisors, LLC | 807 | $367.0K | 0.29% | −6,020−88.2% | Reduced |
| Geller Advisors LLC | 809 | $367.0K | 0.08% | +18+2.3% | Added |
| Warren Averett Asset Management, LLC | 808 | $367.0K | 0.03% | +154+23.5% | Added |
| Meyer Handelman Co | 800 | $363.0K | 0.02% | 00.0% | Unchanged |
| Private Advisory Group LLC | 797 | $362.0K | 0.08% | −1,477−65.0% | Reduced |
| Strategic Blueprint, LLC | 794 | $361.0K | 0.05% | −74−8.5% | Reduced |
| Atlantic Trust, LLC | 792 | $360.0K | 0.13% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 778 | $360.0K | 0.41% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 790 | $359.0K | 0.02% | −13−1.6% | Reduced |
| Latitude Advisors, LLC | 791 | $359.0K | 0.30% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 744 | $359.0K | 0.02% | 00.0% | Unchanged |
| Five Oceans Advisors | 790 | $359.0K | 0.28% | +295+59.6% | Added |
| Hartline Investment Corp | 791 | $359.0K | 0.30% | +791 | New |
| Canal Capital Management, LLC | 787 | $358.0K | 0.10% | −42−5.1% | Reduced |
| Occudo Quantitative Strategies LP | 787 | $357.0K | 0.03% | −5,163−86.8% | Reduced |
| East Coast Asset Management, LLC. | 785 | $357.0K | 0.20% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 784 | $356.0K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 783 | $356.0K | 0.02% | +126+19.2% | Added |
| Atticus Wealth Management, LLC | 732 | $353.0K | 0.17% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 772 | $350.7K | 0.03% | −7−0.9% | Reduced |
| Affinity Investment Advisors, LLC | 771 | $350.0K | 0.18% | 00.0% | Unchanged |
| G&S Capital LLC | 769 | $349.0K | 0.19% | −4,154−84.4% | Reduced |
| Glassman Wealth Services | 769 | $349.0K | 0.07% | +30+4.1% | Added |
| Avantax Planning Partners, Inc. | 767 | $348.0K | 0.02% | −31−3.9% | Reduced |
| Ridgecrest Wealth Partners, LLC | 765 | $347.0K | 0.28% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 763 | $347.0K | 0.21% | +2+0.3% | Added |
| MQS Management LLC | 760 | $345.0K | 0.22% | −818−51.8% | Reduced |
| Capital Management Corp | 760 | $345.0K | 0.10% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 760 | $345.0K | 0.09% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 759 | $345.0K | 0.08% | +19+2.6% | Added |
| Jackson Square Capital, LLC | 756 | $343.0K | 0.17% | −25−3.2% | Reduced |
| Altfest L J & Co Inc | 755 | $343.0K | 0.06% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 750 | $341.0K | 0.13% | −611−44.9% | Reduced |
| Meridian Wealth Management, LLC | 742 | $337.0K | 0.04% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 741 | $337.0K | 0.03% | +58+8.5% | Added |
| Berger Financial Group, Inc | 742 | $337.0K | 0.05% | +108+17.0% | Added |
| Hamilton Capital, LLC | 742 | $337.0K | 0.02% | +158+27.1% | Added |
| Verity Asset Management, Inc. | 741 | $336.6K | 0.35% | +741 | New |
| Summit Financial Group Inc | 739 | $336.0K | 0.14% | −5−0.7% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 613 | $335.0K | 0.41% | 00.0% | Unchanged |
| Marotta Asset Management | 737 | $334.8K | 0.09% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 735 | $334.0K | 0.02% | +623+556.3% | Added |
| ASB Consultores, LLC | 732 | $333.0K | 0.16% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 732 | $333.0K | 0.03% | +732 | New |
| Evergreen Capital Management LLC | 730 | $332.0K | 0.02% | −221−23.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 726 | $332.0K | 0.01% | +726 | New |
| Thrive Wealth Management, LLC | 730 | $331.0K | 0.12% | +730 | New |
| Summit Trail Advisors, LLC | 722 | $328.0K | 0.02% | −24−3.2% | Reduced |
| Fulton Breakefield Broenniman LLC | 715 | $325.0K | 0.03% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 714 | $324.0K | 0.24% | −30−4.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 708 | $322.0K | 0.01% | +197+38.6% | Added |
| First National Trust Co | 707 | $321.0K | 0.02% | +59+9.1% | Added |
| Prime Capital Investment Advisors, LLC | 707 | $321.0K | 0.02% | +216+44.0% | Added |
| Sierra Capital LLC | 704 | $320.0K | 0.06% | −14−1.9% | Reduced |
| Kolinsky Wealth Management, LLC | 702 | $319.0K | 0.40% | +42+6.4% | Added |
| Atlantic Union Bankshares Corp | 700 | $318.0K | 0.04% | −1,453−67.5% | Reduced |
| First Horizon Advisors, Inc. | 702 | $318.0K | 0.01% | −34−4.6% | Reduced |
| Adams Wealth Management | 701 | $318.0K | 0.12% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 698 | $317.0K | 0.07% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 695 | $316.0K | 0.05% | +94+15.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 694 | $315.0K | 0.00% | +3+0.4% | Added |
| Fort Point Capital Partners LLC | 691 | $314.0K | 0.06% | 00.0% | Unchanged |
| HM Payson & Co | 689 | $313.0K | 0.01% | 00.0% | Unchanged |
| Henshaw Capital LLC | 687 | $312.1K | 0.02% | −82−10.7% | Reduced |
| SJS Investment Consulting Inc. | 685 | $312.0K | 0.11% | +685 | New |
| Benjamin F. Edwards & Company, Inc. | 682 | $310.0K | 0.02% | +5+0.7% | Added |
| YorkBridge Wealth Partners, LLC | 681 | $309.0K | 0.08% | −161−19.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 682 | $309.0K | 0.03% | +40+6.2% | Added |
| Maxele Advisors, LLC | 679 | $308.4K | 0.52% | −15−2.2% | Reduced |