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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 4,532 | $2.06M | 0.12% | −2,028−30.9% | Reduced |
| Bragg Financial Advisors, Inc | 4,530 | $2.06M | 0.14% | 00.0% | Unchanged |
| AMG National Trust Bank | 4,531 | $2.06M | 0.08% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,516 | $2.05M | 0.06% | +216+5.0% | Added |
| Sterling Investment Management, Inc. | 4,489 | $2.04M | 1.72% | +627+16.2% | Added |
| Corient Capital Partners, LLC | 4,188 | $2.02M | 0.16% | +62+1.5% | Added |
| Orion Portfolio Solutions, LLC | 4,444 | $2.02M | 0.08% | +196+4.6% | Added |
| Benchmark Investment Advisors LLC | 4,391 | $2.00M | 2.15% | −322−6.8% | Reduced |
| Johnson Investment Counsel Inc | 4,380 | $1.99M | 0.03% | +315+7.7% | Added |
| Pensionfund Sabic | 4,350 | $1.98M | 0.70% | 00.0% | Unchanged |
| Savant Capital, LLC | 4,328 | $1.97M | 0.06% | −398−8.4% | Reduced |
| Metis Global Partners, LLC | 4,299 | $1.95M | 0.31% | +295+7.4% | Added |
| Sectoral Asset Management Inc | 4,250 | $1.93M | 0.38% | −1,250−22.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,225 | $1.92M | 0.10% | +1,089+34.7% | Added |
| Lederer & Associates Investment Counsel | 4,202 | $1.91M | 1.61% | +41+1.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 4,196 | $1.91M | 0.10% | −5,349−56.0% | Reduced |
| Csenge Advisory Group | 4,171 | $1.90M | 0.16% | −231−5.2% | Reduced |
| Tufton Capital Management | 4,174 | $1.90M | 0.46% | −16−0.4% | Reduced |
| Malaga Cove Capital, LLC | 4,103 | $1.86M | 1.06% | −1,176−22.3% | Reduced |
| Truvestments Capital LLC | 4,100 | $1.86M | 1.17% | −31−0.8% | Reduced |
| First Business Financial Services, Inc. | 3,798 | $1.86M | 0.27% | −41−1.1% | Reduced |
| Chesley Taft & Associates LLC | 4,080 | $1.85M | 0.14% | −35−0.9% | Reduced |
| Simplify Asset Management Inc. | 4,080 | $1.85M | 0.26% | +1,275+45.5% | Added |
| Vista Investment Management | 4,059 | $1.84M | 1.14% | −31−0.8% | Reduced |
| Balentine LLC | 4,042 | $1.84M | 0.07% | −5,097−55.8% | Reduced |
| Wedbush Securities Inc | 4,031 | $1.83M | 0.10% | +1,469+57.3% | Added |
| Integrated Advisors Network LLC | 4,002 | $1.82M | 0.12% | +18+0.5% | Added |
| Shay Capital LLC | 4,000 | $1.82M | 0.91% | −5,000−55.6% | Reduced |
| Zurich Insurance Group Ltd | 4,000 | $1.82M | 0.03% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 4,000 | $1.82M | 1.34% | +4,000 | New |
| M Holdings Securities, Inc. | 3,991 | $1.81M | 0.20% | +42+1.1% | Added |
| Barden Capital Management, Inc. | 3,988 | $1.81M | 2.11% | +59+1.5% | Added |
| Zeke Capital Advisors, LLC | 3,948 | $1.79M | 0.13% | 00.0% | Unchanged |
| Hancock Whitney Corp | 3,931 | $1.79M | 0.08% | +173+4.6% | Added |
| Harfst & Associates, Inc. | 3,932 | $1.79M | 0.54% | +320+8.9% | Added |
| Hofer & Associates. Inc | 3,918 | $1.78M | 1.91% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,910 | $1.78M | 0.27% | 00.0% | Unchanged |
| Ossiam | 3,906 | $1.77M | 0.05% | +2,442+166.8% | Added |
| FRG Family Wealth Advisors LLC | 3,892 | $1.77M | 0.44% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,849 | $1.75M | 0.17% | +114+3.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,840 | $1.74M | 1.35% | −2−0.1% | Reduced |
| Trustmark National Bank Trust Department | 3,835 | $1.74M | 0.17% | −220−5.4% | Reduced |
| Western Wealth Management, LLC | 3,511 | $1.74M | 0.10% | +486+16.1% | Added |
| Dorsey & Whitney Trust CO LLC | 3,810 | $1.73M | 0.18% | −89−2.3% | Reduced |
| Michael B. Yongue | 3,790 | $1.72M | 1.69% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,783 | $1.72M | 0.08% | +850+29.0% | Added |
| Violich Capital Management, Inc. | 3,770 | $1.71M | 0.32% | 00.0% | Unchanged |
| Heartland Advisors Inc | 3,724 | $1.69M | 0.13% | −6−0.2% | Reduced |
| Balasa Dinverno & Foltz LLC | 3,711 | $1.69M | 0.11% | −35−0.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,710 | $1.69M | 0.65% | +5+0.1% | Added |
| Profund Advisors LLC | 3,693 | $1.68M | 0.12% | −294−7.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,685 | $1.67M | 0.03% | +340+10.2% | Added |
| Haverford Trust Co | 3,678 | $1.67M | 0.02% | −98−2.6% | Reduced |
| Trustcore Financial Services, LLC | 3,635 | $1.65M | 0.16% | −24−0.7% | Reduced |
| Gofen & Glossberg LLC | 3,632 | $1.65M | 0.05% | +1,106+43.8% | Added |
| RMB Capital Management, LLC | 3,627 | $1.65M | 0.06% | +117+3.3% | Added |
| Trail Ridge Investment Advisors, LLC | 3,336 | $1.64M | 1.08% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 3,600 | $1.64M | 0.09% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 3,572 | $1.62M | 0.98% | −82−2.2% | Reduced |
| Meitav Dash Investments Ltd | 3,520 | $1.61M | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,934 | $1.60M | 0.12% | +98+3.5% | Added |
| Archford Capital Strategies, LLC | 3,488 | $1.58M | 0.41% | +44+1.3% | Added |
| Tokio Marine Asset Management Co Ltd | 3,488 | $1.58M | 0.13% | +482+16.0% | Added |
| Qtron Investments LLC | 3,465 | $1.57M | 0.39% | −469−11.9% | Reduced |
| Comerica Securities,inc. | 3,458 | $1.57M | 0.13% | +38+1.1% | Added |
| Uncommon Cents Investing LLC | 3,440 | $1.56M | 0.66% | +1,840+115.0% | Added |
| Anchor Investment Management, LLC | 3,435 | $1.56M | 0.24% | +172+5.3% | Added |
| Sumitomo Life Insurance Co | 3,431 | $1.56M | 0.07% | −29−0.8% | Reduced |
| Belpointe Asset Management LLC | 3,410 | $1.55M | 0.10% | +2,531+287.9% | Added |
| Flputnam Investment Management Co | 3,408 | $1.55M | 0.06% | +3,408 | New |
| Kornitzer Capital Management Inc | 3,375 | $1.53M | 0.03% | 00.0% | Unchanged |
| World Equity Group, Inc. | 3,369 | $1.53M | 0.39% | −26−0.8% | Reduced |
| Acropolis Investment Management, LLC | 3,316 | $1.51M | 0.15% | −75−2.2% | Reduced |
| Massmutual Trust Co FSB | 3,311 | $1.50M | 0.07% | −220−6.2% | Reduced |
| Pitcairn Co | 3,297 | $1.50M | 0.17% | −196−5.6% | Reduced |
| Searle & Co. | 3,290 | $1.49M | 0.57% | 00.0% | Unchanged |
| Mirova | 3,286 | $1.49M | 0.25% | +3,286 | New |
| Connectus Wealth, LLC | 3,247 | $1.48M | 0.03% | +236+7.8% | Added |
| TD Private Client Wealth LLC | 3,214 | $1.46M | 0.07% | −400−11.1% | Reduced |
| Leavell Investment Management, Inc. | 3,197 | $1.45M | 0.12% | −44−1.4% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 3,181 | $1.45M | 0.08% | +608+23.6% | Added |
| Signaturefd, LLC | 3,178 | $1.44M | 0.05% | +19+0.6% | Added |
| Copperleaf Capital, LLC | 3,175 | $1.44M | 1.56% | +182+6.1% | Added |
| Miracle Mile Advisors, LLC | 3,170 | $1.44M | 0.07% | +83+2.7% | Added |
| Quantinno Capital Management LP | 3,153 | $1.43M | 0.18% | +1,641+108.5% | Added |
| Blueshift Asset Management, LLC | 3,153 | $1.43M | 0.31% | +3,153 | New |
| Dynamic Technology Lab Private Ltd | 3,142 | $1.43M | 0.14% | −2,246−41.7% | Reduced |
| FDx Advisors, Inc. | 3,133 | $1.42M | 0.06% | −1,144−26.7% | Reduced |
| Genesee Capital Advisors, LLC | 3,125 | $1.42M | 1.08% | −32−1.0% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 3,100 | $1.41M | 1.54% | +3,100 | New |
| Mount Yale Investment Advisors, LLC | 3,082 | $1.40M | 0.19% | −14−0.5% | Reduced |
| Wealth Architects, LLC | 3,076 | $1.40M | 0.29% | +4+0.1% | Added |
| Kinneret Advisory, LLC | 3,070 | $1.40M | 0.19% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 3,055 | $1.39M | 0.02% | −1,820−37.3% | Reduced |
| Bank of the West | 3,051 | $1.39M | 0.18% | −208−6.4% | Reduced |
| Sequoia Financial Advisors, LLC | 3,050 | $1.39M | 0.04% | −652−17.6% | Reduced |
| Peachtree Investment Partners, LLC | 3,037 | $1.38M | 0.93% | −1,022−25.2% | Reduced |
| Engineers Gate Manager LP | 3,030 | $1.38M | 0.09% | +72+2.4% | Added |
| Institute for Wealth Management, LLC. | 3,017 | $1.37M | 0.31% | −74−2.4% | Reduced |
| Versor Investments LP | 3,011 | $1.37M | 0.08% | +1,508+100.3% | Added |