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 |
|---|---|---|---|---|---|
| Livforsakringsbolaget Skandia, Omsesidigt | 16,378 | $7.44M | 0.92% | −4,750−22.5% | Reduced |
| Alpine Woods Capital Investors, LLC | 16,264 | $7.39M | 1.01% | −60.0% | Reduced |
| Shell Asset Management Co | 16,242 | $7.38M | 0.29% | −4,445−21.5% | Reduced |
| GAM Holding AG | 16,014 | $7.27M | 0.56% | −6,515−28.9% | Reduced |
| Assetmark, Inc | 15,737 | $7.15M | 0.03% | +2,322+17.3% | Added |
| Ethic Inc. | 15,596 | $7.08M | 0.48% | +1,489+10.6% | Added |
| Vontobel Holding Ltd. | 15,548 | $7.06M | 0.08% | +782+5.3% | Added |
| Louisiana State Employees Retirement System | 15,400 | $7.00M | 0.20% | +100+0.7% | Added |
| Cinctive Capital Management LP | 15,317 | $6.96M | 0.32% | +9,886+182.0% | Added |
| Cullen/Frost Bankers, Inc. | 14,965 | $6.80M | 0.16% | −6,441−30.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 14,840 | $6.74M | 0.17% | 00.0% | Unchanged |
| Tekla Capital Management LLC | 14,644 | $6.65M | 0.27% | 00.0% | Unchanged |
| Logan Capital Management Inc | 14,580 | $6.62M | 0.40% | +1,773+13.8% | Added |
| Spire Wealth Management | 14,528 | $6.60M | 0.40% | −4,722−24.5% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 13,645 | $6.58M | 0.46% | 00.0% | Unchanged |
| JustInvest LLC | 14,481 | $6.58M | 0.30% | +1,283+9.7% | Added |
| Metropolitan Life Insurance Co | 14,291 | $6.49M | 0.31% | −232−1.6% | Reduced |
| Vestcor Inc | 14,074 | $6.39M | 0.24% | +64+0.5% | Added |
| Hyman Charles D | 13,877 | $6.30M | 0.48% | 00.0% | Unchanged |
| Meritage Portfolio Management | 13,470 | $6.12M | 0.51% | −468−3.4% | Reduced |
| Summit Street Capital Management, LLC | 13,465 | $6.12M | 4.24% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 13,340 | $6.06M | 0.20% | +1,194+9.8% | Added |
| Richard Bernstein Advisors LLC | 13,278 | $6.03M | 0.15% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 13,178 | $5.99M | 0.07% | +497+3.9% | Added |
| Prudential PLC | 13,135 | $5.97M | 0.09% | +522+4.1% | Added |
| Contravisory Investment Management, Inc. | 13,042 | $5.92M | 1.98% | +132+1.0% | Added |
| Rafferty Asset Management, LLC | 12,848 | $5.84M | 0.06% | +6,999+119.7% | Added |
| Cary Street Partner Investment Advisory LLC | 12,636 | $5.74M | 0.47% | +1,589+14.4% | Added |
| AE Wealth Management LLC | 12,609 | $5.73M | 0.05% | −2,819−18.3% | Reduced |
| New Mexico Educational Retirement Board | 12,346 | $5.61M | 0.30% | −1,100−8.2% | Reduced |
| First Foundation Advisors | 12,154 | $5.52M | 0.27% | −4,483−26.9% | Reduced |
| Dowling & Yahnke LLC | 12,014 | $5.46M | 0.25% | +134+1.1% | Added |
| Susquehanna Fundamental Investments, LLC | 11,990 | $5.45M | 0.09% | +11,990 | New |
| Diversified Trust Co | 11,914 | $5.41M | 0.24% | +6,990+142.0% | Added |
| Chiron Investment Management, LLC | 11,893 | $5.40M | 1.09% | +11,893 | New |
| Oppenheimer & Co Inc | 11,827 | $5.37M | 0.13% | −5,246−30.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 11,769 | $5.35M | 1.90% | +134+1.2% | Added |
| Bailard, Inc. | 11,635 | $5.29M | 0.22% | +1,080+10.2% | Added |
| Bamco Inc | 11,600 | $5.27M | 0.02% | +11,600 | New |
| Institutional & Family Asset Management, LLC | 11,586 | $5.26M | 0.95% | +166+1.5% | Added |
| Baird Financial Group, Inc. | 11,546 | $5.25M | 0.02% | −3,693−24.2% | Reduced |
| Independent Advisor Alliance | 11,519 | $5.23M | 0.31% | +1,803+18.6% | Added |
| Pathstone Family Office, LLC | 11,324 | $5.15M | 0.10% | +1,442+14.6% | Added |
| Kestra Advisory Services, LLC | 11,269 | $5.12M | 0.05% | −2,206−16.4% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11,182 | $5.08M | 0.31% | +6,424+135.0% | Added |
| GHP Investment Advisors, Inc. | 11,168 | $5.07M | 0.39% | +660+6.3% | Added |
| Sivik Global Healthcare LLC | 11,000 | $5.00M | 2.78% | −4,000−26.7% | Reduced |
| Bowling Portfolio Management LLC | 10,986 | $4.99M | 1.37% | +307+2.9% | Added |
| Peapack Gladstone Financial Corp | 10,981 | $4.99M | 0.10% | +285+2.7% | Added |
| Coastline Trust Co | 10,895 | $4.95M | 0.79% | 00.0% | Unchanged |
| Winmill & Co. Inc | 10,790 | $4.90M | 1.94% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 10,782 | $4.90M | 0.20% | −266−2.4% | Reduced |
| Westbourne Investment Advisors, Inc. | 10,770 | $4.89M | 2.59% | +10,770 | New |
| Triasima Portfolio Management inc. | 10,702 | $4.86M | 0.39% | +420+4.1% | Added |
| Verdence Capital Advisors LLC | 10,665 | $4.84M | 0.67% | +4,043+61.1% | Added |
| Armstrong Shaw Associates Inc | 10,657 | $4.84M | 5.19% | 00.0% | Unchanged |
| West Family Investments, Inc. | 10,547 | $4.79M | 2.04% | −10,518−49.9% | Reduced |
| Mill Capital Management, LLC | 10,488 | $4.76M | 0.56% | +10+0.1% | Added |
| LGT Fund Management Co Ltd. | 10,450 | $4.75M | 2.23% | +2,700+34.8% | Added |
| E. Ohman J:or Asset Management AB | 10,400 | $4.72M | 0.22% | −500−4.6% | Reduced |
| Maryland Capital Management | 10,361 | $4.71M | 0.39% | +10,361 | New |
| Allstate Corp | 10,352 | $4.70M | 0.14% | −101−1.0% | Reduced |
| Guardian Capital Advisors LP | 9,984 | $4.64M | 0.58% | −105−1.0% | Reduced |
| Tandem Capital Management Corp | 9,073 | $4.64M | 3.91% | −20.0% | Reduced |
| Walleye Trading LLC | 10,182 | $4.63M | 0.15% | +2,842+38.7% | Added |
| Geneva Partners, LLC | 10,154 | $4.61M | 5.27% | −508−4.8% | Reduced |
| Mitchell Capital Management Co | 10,084 | $4.58M | 1.30% | +230+2.3% | Added |
| Banco Santander, S.A. | 9,845 | $4.47M | 0.06% | −697−6.6% | Reduced |
| Scholtz & Company, LLC | 9,063 | $4.45M | 3.18% | +491+5.7% | Added |
| Keybank National Association | 9,754 | $4.43M | 0.02% | −256−2.6% | Reduced |
| Private Advisor Group, LLC | 9,751 | $4.43M | 0.05% | −3,333−25.5% | Reduced |
| Advisor Partners II, LLC | 9,727 | $4.42M | 0.33% | +9,727 | New |
| Narwhal Capital Management | 9,722 | $4.42M | 0.64% | 00.0% | Unchanged |
| Asio Capital, LLC | 9,546 | $4.34M | 1.38% | +226+2.4% | Added |
| Beacon Pointe Advisors, LLC | 9,533 | $4.32M | 0.10% | −707−6.9% | Reduced |
| Icon Advisers Inc | 9,100 | $4.16M | 1.14% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 9,079 | $4.12M | 0.24% | −1,078−10.6% | Reduced |
| Power Corp of Canada | 9,009 | $4.09M | 0.61% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 8,992 | $4.08M | 0.06% | +1,759+24.3% | Added |
| HB Wealth Management, LLC | 8,961 | $4.07M | 0.09% | +933+11.6% | Added |
| Quantbot Technologies LP | 8,927 | $4.05M | 0.31% | +8,927 | New |
| Northwestern Mutual Investment Management Company, LLC | 8,914 | $4.05M | 0.10% | −1,761−16.5% | Reduced |
| Veritable, L.P. | 8,879 | $4.03M | 0.08% | −1,430−13.9% | Reduced |
| Tocqueville Asset Management L.P. | 8,854 | $4.02M | 0.08% | +54+0.6% | Added |
| Eagle Rock Investment Company, LLC | 8,797 | $4.00M | 1.04% | +3,509+66.4% | Added |
| Benedict Financial Advisors Inc | 8,769 | $3.98M | 1.27% | −57−0.6% | Reduced |
| Jump Financial, LLC | 8,655 | $3.93M | 0.15% | +8,655 | New |
| Loomis Sayles & Co L P | 8,620 | $3.92M | 0.01% | −21,799−71.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,601 | $3.91M | 0.36% | +364+4.4% | Added |
| Erste Asset Management GmbH | 8,502 | $3.88M | 0.09% | −10,239−54.6% | Reduced |
| Wright Investors Service Inc | 8,498 | $3.86M | 1.21% | +1,748+25.9% | Added |
| Timber Creek Capital Management LLC | 8,437 | $3.83M | 1.52% | −7,350−46.6% | Reduced |
| Pinkerton Retirement Specialists, LLC | 8,405 | $3.82M | 1.47% | +1,087+14.9% | Added |
| Pavadi Capital LLC | 8,346 | $3.79M | 3.63% | −803−8.8% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 8,321 | $3.78M | 0.16% | +617+8.0% | Added |
| Synovus Financial Corp | 8,316 | $3.78M | 0.05% | +52+0.6% | Added |
| Great Valley Advisor Group, Inc. | 8,270 | $3.76M | 0.21% | −1,460−15.0% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $3.63M | 1.23% | 00.0% | Unchanged |
| Unigestion Holding SA | 7,954 | $3.63M | 0.21% | +4,927+162.8% | Added |
| Ontario Teachers Pension Plan Board | 7,980 | $3.63M | 0.05% | +2,414+43.4% | Added |