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 |
|---|---|---|---|---|---|
| Reston Wealth Management LLC | 679 | $308.0K | 0.18% | −21−3.0% | Reduced |
| Capital Investment Advisors, LLC | 674 | $306.0K | 0.01% | +34+5.3% | Added |
| First City Capital Management, Inc. | 672 | $305.0K | 0.20% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 669 | $304.0K | 0.05% | −393−37.0% | Reduced |
| Woodstock Corp | 669 | $304.0K | 0.05% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 670 | $304.0K | 0.08% | +220+48.9% | Added |
| Court Place Advisors, LLC | 667 | $303.0K | 0.12% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 661 | $300.0K | 0.03% | +661 | New |
| Montag A & Associates Inc | 658 | $299.0K | 0.02% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 656 | $298.0K | 0.04% | +656 | New |
| First Bank & Trust | 653 | $297.0K | 0.11% | +44+7.2% | Added |
| InterOcean Capital Group, LLC | 651 | $296.0K | 0.01% | 00.0% | Unchanged |
| E&G Advisors, LP | 650 | $295.0K | 0.11% | +100+18.2% | Added |
| Poplar Forest Capital LLC | 645 | $293.0K | 0.04% | −215−25.0% | Reduced |
| Diligent Investors, LLC | 645 | $293.0K | 0.10% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 642 | $292.0K | 0.03% | −67−9.4% | Reduced |
| CWM Advisors, LLC | 643 | $292.0K | 0.04% | +643 | New |
| Joel Isaacson & Co., LLC | 640 | $291.0K | 0.03% | −6−0.9% | Reduced |
| SevenBridge Financial Group, LLC | 635 | $288.0K | 0.10% | +62+10.8% | Added |
| Paloma Partners Management Co | 629 | $286.0K | 0.06% | −9,171−93.6% | Reduced |
| LVW Advisors, LLC | 627 | $285.0K | 0.06% | −5−0.8% | Reduced |
| Zhang Financial LLC | 628 | $285.0K | 0.04% | +110+21.2% | Added |
| FSM Wealth Advisors, LLC | 627 | $285.0K | 0.24% | +627 | New |
| Boothbay Fund Management, LLC | 626 | $284.0K | 0.01% | −441−41.3% | Reduced |
| Washington Capital Management Inc | 625 | $283.9K | 0.29% | 00.0% | Unchanged |
| Chicago Trust Co NA | 622 | $282.0K | 0.07% | −7−1.1% | Reduced |
| Caldwell Trust Co | 610 | $277.1K | 0.04% | −15−2.4% | Reduced |
| Spinnaker Trust | 610 | $277.0K | 0.02% | −217−26.2% | Reduced |
| Strategic Wealth Designers | 609 | $277.0K | 0.08% | +93+18.0% | Added |
| CPWM, LLC | 608 | $276.0K | 0.03% | −53−8.0% | Reduced |
| SRS Capital Advisors, Inc. | 606 | $275.0K | 0.04% | +120+24.7% | Added |
| Zions Bancorporation, N.A. | 602 | $273.0K | 0.03% | −19−3.1% | Reduced |
| AdvisorNet Financial, Inc | 601 | $273.0K | 0.03% | +21+3.6% | Added |
| Alta Advisers Ltd | 600 | $273.0K | 0.17% | +600 | New |
| Investment Management of Virginia LLC | 594 | $270.0K | 0.06% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 595 | $270.0K | 0.12% | 00.0% | Unchanged |
| First National Bank | 593 | $270.0K | 0.24% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 595 | $270.0K | 0.12% | +50+9.2% | Added |
| Vantage Consulting Group Inc | 592 | $269.0K | 0.16% | +28+5.0% | Added |
| Syntax Advisors, LLC | 592 | $269.0K | 0.23% | +28+5.0% | Added |
| Harvest Fund Management Co., Ltd | 592 | $269.0K | 0.08% | +419+242.2% | Added |
| Lehman & Derafelo Financial Resources LLC | 590 | $268.0K | 0.09% | 00.0% | Unchanged |
| Essex Savings Bank | 589 | $268.0K | 0.11% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 590 | $268.0K | 0.04% | +104+21.4% | Added |
| Accretive Wealth Partners, LLC | 588 | $267.0K | 0.20% | −31−5.0% | Reduced |
| Jacobi Capital Management LLC | 586 | $266.0K | 0.04% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 586 | $266.0K | 0.07% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 586 | $266.0K | 0.00% | +586 | New |
| Aspiriant, LLC | 586 | $265.0K | 0.01% | +104+21.6% | Added |
| Proficio Capital Partners LLC | 581 | $264.0K | 0.05% | +38+7.0% | Added |
| Veracity Capital LLC | 582 | $264.0K | 0.14% | +84+16.9% | Added |
| St Germain D J Co Inc | 544 | $263.0K | 0.02% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 576 | $262.0K | 0.02% | −78−11.9% | Reduced |
| Family Firm, Inc. | 578 | $262.0K | 0.08% | −20−3.3% | Reduced |
| Quantum Financial Advisors, LLC | 578 | $262.0K | 0.12% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 575 | $261.2K | 0.12% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 573 | $260.0K | 0.09% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 571 | $259.0K | 0.11% | +12+2.1% | Added |
| Highland Private Wealth Management | 569 | $259.0K | 0.04% | +9+1.6% | Added |
| Enterprise Financial Services Corp | 569 | $259.0K | 0.19% | +18+3.3% | Added |
| Wealthquest Corp | 565 | $256.0K | 0.04% | +5+0.9% | Added |
| Formidable Asset Management, LLC | 485 | $256.0K | 0.06% | +1+0.2% | Added |
| Alliance Wealth Advisors, LLC | 559 | $254.0K | 0.24% | −25−4.3% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 560 | $254.0K | 0.19% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 49 | $254.0K | 0.15% | +49 | New |
| Wexford Capital LP | 559 | $254.0K | 0.08% | +559 | New |
| Nwam LLC | 557 | $253.0K | 0.02% | +45+8.8% | Added |
| Driehaus Capital Management LLC | 556 | $253.0K | 0.00% | +132+31.1% | Added |
| Founders Financial Alliance, LLC | 556 | $252.0K | 0.13% | −63−10.2% | Reduced |
| Aspen Investment Management Inc | 554 | $252.0K | 0.17% | +554 | New |
| Waddell & Associates, LLC | 554 | $252.0K | 0.05% | +554 | New |
| Allegheny Financial Group LTD | 554 | $251.0K | 0.12% | 00.0% | Unchanged |
| Bluestein R H & Co | 546 | $248.0K | 0.02% | 00.0% | Unchanged |
| Bridgeworth, LLC | 545 | $248.0K | 0.06% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 544 | $247.0K | 0.01% | +544 | New |
| Moors & Cabot, Inc. | 544 | $247.0K | 0.02% | +544 | New |
| Thoroughbred Financial Services, LLC | 543 | $246.0K | 0.05% | −35−6.1% | Reduced |
| Annex Advisory Services, LLC | 541 | $246.0K | 0.02% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 540 | $245.0K | 0.90% | −292−35.1% | Reduced |
| Legacy Financial Advisors, Inc. | 539 | $245.0K | 0.06% | +16+3.1% | Added |
| Watershed Asset Management, L.L.C. | 538 | $244.0K | 0.32% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 536 | $244.0K | 0.06% | +3+0.6% | Added |
| FourThought Financial, LLC | 537 | $244.0K | 0.04% | +129+31.6% | Added |
| Bank of Hawaii | 532 | $242.0K | 0.02% | +18+3.5% | Added |
| Renaissance Group LLC | 530 | $241.0K | 0.01% | 00.0% | Unchanged |
| Old Port Advisors | 503 | $241.0K | 0.10% | −30−5.6% | Reduced |
| CCG Wealth Management, LLC | 528 | $240.0K | 0.15% | −15−2.8% | Reduced |
| Rockland Trust Co | 527 | $239.0K | 0.02% | +25+5.0% | Added |
| Summit Place Financial Advisors, LLC | 525 | $238.0K | 0.22% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 503 | $237.0K | 0.15% | +1+0.2% | Added |
| Patron Partners Advisors, LLC | 518 | $235.0K | 0.20% | −25−4.6% | Reduced |
| Strategic Equity Management | 515 | $234.0K | 0.10% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 500 | $234.0K | 0.08% | 00.0% | Unchanged |
| Philadelphia Trust Co | 512 | $233.0K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 513 | $233.0K | 0.04% | +22+4.5% | Added |
| Ashton Thomas Private Wealth, LLC | 513 | $232.8K | 0.03% | +6+1.2% | Added |
| AIMZ Investment Advisors, LLC | 509 | $231.0K | 0.12% | −13−2.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 508 | $230.0K | 0.02% | +500+6,250.0% | Added |
| Intelligence Driven Advisers, LLC | 477 | $228.0K | 0.05% | +477 | New |
| Wintrust Investments LLC | 500 | $227.0K | 0.03% | −100−16.7% | Reduced |