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 |
|---|---|---|---|---|---|
| LMR Partners LLP | 7,887 | $3.58M | 0.09% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 7,847 | $3.56M | 0.40% | −5−0.1% | Reduced |
| Garrison Bradford & Associates Inc | 7,805 | $3.54M | 4.31% | +92+1.2% | Added |
| Essex Financial Services, Inc. | 7,763 | $3.53M | 0.42% | +975+14.4% | Added |
| Alerus Financial NA | 7,724 | $3.51M | 0.35% | +499+6.9% | Added |
| Duncker Streett & Co Inc | 7,692 | $3.49M | 0.91% | +300+4.1% | Added |
| Van Hulzen Asset Management, LLC | 7,650 | $3.48M | 0.43% | +7,650 | New |
| Old National Bancorp | 7,543 | $3.43M | 0.12% | −188−2.4% | Reduced |
| Ieq Capital, LLC | 7,364 | $3.35M | 0.09% | +2,549+52.9% | Added |
| Wetherby Asset Management Inc | 7,362 | $3.34M | 0.24% | +80+1.1% | Added |
| Oppenheimer Asset Management Inc. | 7,351 | $3.34M | 0.06% | −23−0.3% | Reduced |
| Everence Capital Management Inc | 7,320 | $3.33M | 0.31% | 00.0% | Unchanged |
| Burney Co | 7,314 | $3.32M | 0.18% | −180−2.4% | Reduced |
| Transform Wealth, LLC | 7,281 | $3.31M | 0.43% | +505+7.5% | Added |
| Fort Washington Investment Advisors Inc | 7,199 | $3.27M | 0.03% | +170+2.4% | Added |
| Van Leeuwen & Company, LLC | 7,183 | $3.26M | 2.60% | +1,914+36.3% | Added |
| Winton Group Ltd | 7,146 | $3.25M | 0.21% | +280+4.1% | Added |
| Argent Trust Co | 7,092 | $3.22M | 0.23% | +606+9.3% | Added |
| Regions Financial Corp | 7,071 | $3.21M | 0.03% | −1,014−12.5% | Reduced |
| Alcosta Capital Management, Inc. | 6,976 | $3.17M | 3.11% | −194−2.7% | Reduced |
| James Investment Research Inc | 6,977 | $3.17M | 0.45% | −149−2.1% | Reduced |
| Greenleaf Trust | 6,880 | $3.13M | 0.05% | −114−1.6% | Reduced |
| Red Cedar Capital, LLC | 6,880 | $3.13M | 2.20% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 6,880 | $3.13M | 1.76% | 00.0% | Unchanged |
| Oak Associates, Ltd | 6,877 | $3.12M | 0.27% | 00.0% | Unchanged |
| RDA Financial Network | 6,845 | $3.11M | 1.70% | +77+1.1% | Added |
| Meeder Asset Management Inc | 6,790 | $3.08M | 0.18% | +1,114+19.6% | Added |
| First Hawaiian Bank | 6,778 | $3.08M | 0.12% | +353+5.5% | Added |
| Toroso Investments, LLC | 6,711 | $3.05M | 0.13% | −99−1.5% | Reduced |
| Edmp, Inc. | 6,679 | $3.03M | 3.23% | −297−4.3% | Reduced |
| Scotia Capital Inc. | 6,552 | $2.98M | 0.02% | −516−7.3% | Reduced |
| Kempen Capital Management N.V. | 6,531 | $2.97M | 0.12% | +384+6.2% | Added |
| Banque Cantonale Vaudoise | 6,507 | $2.96M | 0.17% | −1,880−22.4% | Reduced |
| Lakeview Capital Partners, LLC | 6,484 | $2.94M | 1.16% | +5,786+828.9% | Added |
| Money Concepts Capital Corp | 6,403 | $2.91M | 0.17% | +4,994+354.4% | Added |
| Van Eck Associates Corp | 6,360 | $2.89M | 0.01% | +25+0.4% | Added |
| Veriti Management LLC | 6,353 | $2.89M | 0.42% | −7−0.1% | Reduced |
| WCG Wealth Advisors LLC | 5,875 | $2.84M | 0.38% | +169+3.0% | Added |
| Pegasus Asset Management, Inc. | 6,245 | $2.84M | 1.60% | +6,245 | New |
| Harbert Fund Advisors, Inc. | 6,200 | $2.82M | 2.25% | +950+18.1% | Added |
| Warther Private Wealth, LLC | 6,135 | $2.79M | 2.21% | +750+13.9% | Added |
| Seeyond | 6,091 | $2.77M | 0.33% | −272−4.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,028 | $2.74M | 1.23% | 00.0% | Unchanged |
| Family Legacy, Inc. | 6,021 | $2.73M | 1.37% | +118+2.0% | Added |
| AlphaCrest Capital Management LLC | 5,984 | $2.72M | 0.17% | +1,357+29.3% | Added |
| Oliver Luxxe Assets LLC | 5,980 | $2.72M | 0.85% | +122+2.1% | Added |
| ProVise Management Group, LLC | 5,976 | $2.71M | 0.30% | −640−9.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,976 | $2.71M | 0.15% | +1,215+25.5% | Added |
| Ritholtz Wealth Management | 5,962 | $2.71M | 0.14% | +1,787+42.8% | Added |
| Empirical Finance, LLC | 5,959 | $2.71M | 0.32% | +963+19.3% | Added |
| Moody National Bank Trust Division | 5,959 | $2.71M | 0.28% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 5,883 | $2.67M | 0.59% | −644−9.9% | Reduced |
| Guggenheim Capital LLC | 5,873 | $2.67M | 0.02% | −5,703−49.3% | Reduced |
| Bangor Savings Bank | 5,830 | $2.65M | 0.31% | −48−0.8% | Reduced |
| RPg Family Wealth Advisory, LLC | 5,428 | $2.63M | 1.39% | +5,428 | New |
| ARGI Investment Services, LLC | 5,728 | $2.60M | 0.09% | +377+7.0% | Added |
| Alamar Capital Management, LLC | 5,718 | $2.60M | 2.92% | −626−9.9% | Reduced |
| Valeo Financial Advisors, LLC | 5,594 | $2.54M | 0.16% | +1,110+24.8% | Added |
| Maven Securities LTD | 5,566 | $2.53M | 0.12% | +5,566 | New |
| Cresset Asset Management, LLC | 5,560 | $2.52M | 0.03% | +340+6.5% | Added |
| Horizon Investments, LLC | 5,540 | $2.52M | 0.08% | +1,349+32.2% | Added |
| New England Research & Management, Inc. | 5,440 | $2.47M | 1.56% | +925+20.5% | Added |
| Jackson Hole Capital Partners, LLC | 5,427 | $2.46M | 0.76% | +75+1.4% | Added |
| MAI Capital Management | 5,400 | $2.45M | 0.05% | +1,467+37.3% | Added |
| Strategy Asset Managers LLC | 5,395 | $2.45M | 0.67% | +105+2.0% | Added |
| Stonebridge Capital Advisors LLC | 5,394 | $2.45M | 0.32% | +97+1.8% | Added |
| Voya Financial Advisors, Inc. | 5,350 | $2.44M | 0.32% | +142+2.7% | Added |
| Channing Global Advisors, LLC | 5,324 | $2.42M | 3.08% | −549−9.3% | Reduced |
| Susquehanna International Group, LLP | 5,322 | $2.42M | 0.00% | −64,226−92.3% | Reduced |
| CWM, LLC | 5,276 | $2.40M | 0.02% | +573+12.2% | Added |
| Keudell/Morrison Wealth Management | 5,274 | $2.40M | 0.90% | +1,007+23.6% | Added |
| Avantax Advisory Services, Inc. | 5,259 | $2.39M | 0.04% | −99−1.8% | Reduced |
| D.A. Davidson & Co. | 5,216 | $2.37M | 0.03% | +48+0.9% | Added |
| United Capital Financial Advisers, LLC | 5,205 | $2.36M | 0.01% | +89+1.7% | Added |
| 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 |
| 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 |
| Strategic Financial Services, Inc, | 5,094 | $2.31M | 0.20% | −237−4.4% | Reduced |
| Redpoint Investment Management Pty Ltd | 5,081 | $2.31M | 0.34% | −794−13.5% | Reduced |
| Arabesque Asset Management Ltd | 5,005 | $2.27M | 1.11% | +673+15.5% | Added |
| Raymond James Trust N.A. | 4,996 | $2.27M | 0.08% | +576+13.0% | Added |
| Greenfield Savings Bank | 4,979 | $2.26M | 1.63% | −143−2.8% | Reduced |
| 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 |
| Heritage Wealth Advisors | 4,968 | $2.26M | 0.16% | +1,096+28.3% | Added |
| Advisory Services Network, LLC | 4,928 | $2.24M | 0.08% | +88+1.8% | Added |
| Blair William & Co | 4,693 | $2.22M | 0.01% | +295+6.7% | Added |
| TrinityPoint Wealth, LLC | 4,866 | $2.21M | 0.51% | +96+2.0% | Added |
| Globeflex Capital L P | 4,822 | $2.19M | 0.38% | +4,804+26,688.9% | Added |
| Jackson Wealth Management, LLC | 4,779 | $2.17M | 0.43% | +2,875+151.0% | Added |
| Atlas Capital Advisors LLC | 4,734 | $2.15M | 0.39% | +20.0% | Added |
| Madison Wealth Management | 4,725 | $2.15M | 0.53% | −20.0% | Reduced |
| Liberty One Investment Management, LLC | 4,694 | $2.13M | 0.35% | −240−4.9% | Reduced |
| Sofos Investments, Inc. | 7,264 | $2.12M | 0.25% | +7,264 | New |
| Brighton Jones LLC | 4,634 | $2.10M | 0.12% | −196−4.1% | Reduced |
| Symmetry Partners, LLC | 4,594 | $2.09M | 0.14% | 00.0% | Unchanged |
| Intrust Bank NA | 4,577 | $2.08M | 0.32% | +72+1.6% | Added |
| Pettyjohn, Wood & White, Inc | 4,570 | $2.08M | 0.55% | −129−2.7% | Reduced |
| Park Avenue Securities LLC | 4,557 | $2.07M | 0.04% | +539+13.4% | Added |