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 |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 3,005 | $1.36M | 0.13% | +157+5.5% | Added |
| PKO Investment Management Joint-Stock Co | 3,000 | $1.36M | 0.23% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,999 | $1.36M | 0.22% | −1,887−38.6% | Reduced |
| Ameritas Investment Partners, Inc. | 2,987 | $1.36M | 0.06% | −30−1.0% | Reduced |
| Cigna Investments Inc | 2,965 | $1.35M | 0.30% | −156−5.0% | Reduced |
| Richwood Investment Advisors, LLC | 2,964 | $1.35M | 1.48% | −28−0.9% | Reduced |
| Community Capital Management, Inc. | 2,950 | $1.34M | 1.75% | −500−14.5% | Reduced |
| Personal Capital Advisors Corp | 2,945 | $1.34M | 0.01% | +1,340+83.5% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,927 | $1.33M | 0.26% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 2,900 | $1.32M | 0.05% | +90+3.2% | Added |
| Partners Capital Investment Group, LLP | 2,898 | $1.32M | 0.08% | +2,898 | New |
| Central Trust Co | 2,877 | $1.31M | 0.04% | −15−0.5% | Reduced |
| Insight Inv LLC | 2,825 | $1.28M | 1.42% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 2,816 | $1.28M | 0.07% | −413−12.8% | Reduced |
| Clarius Group, LLC | 2,806 | $1.27M | 0.13% | +60+2.2% | Added |
| Insight Wealth Strategies, LLC | 2,624 | $1.27M | 0.24% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 2,755 | $1.25M | 0.03% | +125+4.8% | Added |
| Checchi Capital Advisers, LLC | 2,734 | $1.24M | 0.14% | +7+0.3% | Added |
| CenterBook Partners LP | 2,732 | $1.24M | 0.24% | +1,348+97.4% | Added |
| Forum Financial Management, LP | 2,722 | $1.24M | 0.06% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,718 | $1.24M | 0.17% | +179+7.1% | Added |
| Wipfli Financial Advisors LLC, | 2,713 | $1.23M | 0.09% | +2,713 | New |
| Desjardins Global Asset Management Inc. | 2,701 | $1.23M | 0.16% | +20+0.7% | Added |
| Garrison Point Advisors, LLC | 2,700 | $1.23M | 1.09% | 00.0% | Unchanged |
| NVWM, LLC | 2,652 | $1.21M | 0.48% | +22+0.8% | Added |
| FORA Capital, LLC | 2,653 | $1.21M | 0.23% | +2,653 | New |
| Baader Bank INC | 2,640 | $1.20M | 0.10% | +800+43.5% | Added |
| Stableford Capital II LLC | 2,328 | $1.19M | 0.58% | −11−0.5% | Reduced |
| Lido Advisors, LLC | 2,617 | $1.19M | 0.02% | −215−7.6% | Reduced |
| Alpha DNA Investment Management LLC | 2,602 | $1.18M | 1.02% | +2,602 | New |
| 55I, LLC | 2,563 | $1.17M | 0.03% | +1,499+140.9% | Added |
| Sawtooth Solutions, LLC | 2,558 | $1.16M | 0.17% | −561−18.0% | Reduced |
| Cypress Capital Management LLC | 2,529 | $1.15M | 0.21% | −85−3.3% | Reduced |
| Apollon Wealth Management, LLC | 2,528 | $1.15M | 0.09% | +1,065+72.8% | Added |
| Regent Investment Management LLC | 2,515 | $1.14M | 0.33% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 2,512 | $1.14M | 0.03% | +260+11.5% | Added |
| Principle Wealth Partners LLC | 2,500 | $1.14M | 0.15% | −10−0.4% | Reduced |
| Leonteq Securities AG | 2,500 | $1.14M | 0.06% | −699−21.9% | Reduced |
| 44 Wealth Management LLC | 2,471 | $1.12M | 0.46% | −449−15.4% | Reduced |
| Financial Counselors Inc | 2,470 | $1.12M | 0.03% | −120−4.6% | Reduced |
| OPSEU Pension Plan Trust Fund | 2,393 | $1.12M | 0.29% | +25+1.1% | Added |
| Advisors Asset Management, Inc. | 2,447 | $1.11M | 0.02% | −32−1.3% | Reduced |
| Donaldson Capital Management, LLC | 2,445 | $1.11M | 0.06% | −5−0.2% | Reduced |
| 1st Source Bank | 2,427 | $1.10M | 0.08% | +54+2.3% | Added |
| Virtu Financial LLC | 2,422 | $1.10M | 0.10% | +2,422 | New |
| Foster & Motley Inc | 2,414 | $1.10M | 0.10% | −17−0.7% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 2,395 | $1.09M | 0.11% | −95−3.8% | Reduced |
| Centiva Capital, LP | 2,407 | $1.09M | 0.08% | −138−5.4% | Reduced |
| Lincoln National Corp | 2,403 | $1.09M | 0.03% | −196−7.5% | Reduced |
| Intact Investment Management Inc. | 2,400 | $1.09M | 0.04% | +800+50.0% | Added |
| Souders Financial Advisors | 2,376 | $1.08M | 0.29% | +122+5.4% | Added |
| Clearstead Advisors, LLC | 2,371 | $1.08M | 0.10% | +52+2.2% | Added |
| Conning Inc. | 2,330 | $1.06M | 0.04% | −256−9.9% | Reduced |
| 9258 Wealth Management, LLC | 2,322 | $1.05M | 0.27% | −133−5.4% | Reduced |
| Semmax Financial Advisors Inc. | 1,995 | $1.05M | 0.45% | −123−5.8% | Reduced |
| QVR LLC | 2,313 | $1.05M | 0.96% | +2,313 | New |
| Fund Management at Engine No. 1 LLC | 2,308 | $1.05M | 0.31% | −127−5.2% | Reduced |
| Verus Financial Partners, Inc. | 2,163 | $1.03M | 0.16% | +10.0% | Added |
| Two Sigma Securities, LLC | 2,268 | $1.03M | 0.15% | +2,268 | New |
| Romano Brothers and Company | 2,252 | $1.02M | 0.17% | +2,252 | New |
| SeaCrest Wealth Management, LLC | 2,230 | $1.01M | 0.15% | +42+1.9% | Added |
| Change Path, LLC | 2,214 | $1.01M | 0.06% | +1,621+273.4% | Added |
| RFG Advisory, LLC | 1,881 | $998.0K | 0.06% | +508+37.0% | Added |
| Asset Dedication, LLC | 2,197 | $994.0K | 0.11% | 00.0% | Unchanged |
| Arden Trust Co | 2,186 | $993.0K | 0.25% | −55−2.5% | Reduced |
| Bard Financial Services, Inc. | 2,150 | $977.0K | 0.09% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 2,143 | $973.0K | 1.18% | −672−23.9% | Reduced |
| Hohimer Wealth Management, LLC | 2,143 | $973.0K | 0.31% | −2−0.1% | Reduced |
| Willner & Heller, LLC | 2,140 | $972.0K | 1.57% | +17+0.8% | Added |
| Resources Investment Advisors, LLC. | 2,133 | $969.0K | 0.04% | +887+71.2% | Added |
| Sigma Planning Corp | 2,114 | $960.0K | 0.04% | −69−3.2% | Reduced |
| Frisch Financial Group, Inc. | 2,111 | $959.0K | 0.41% | +6+0.3% | Added |
| Texas Yale Capital Corp. | 2,097 | $953.0K | 0.06% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 2,093 | $951.0K | 0.08% | −178−7.8% | Reduced |
| Busey Wealth Management | 2,069 | $940.0K | 0.05% | −41−1.9% | Reduced |
| Bremer Bank National Association | 2,069 | $939.0K | 0.21% | −358−14.8% | Reduced |
| Quadrant Capital Group LLC | 2,062 | $937.0K | 0.12% | −6−0.3% | Reduced |
| Vanguard Capital Wealth Advisors | 2,061 | $936.0K | 1.14% | +6+0.3% | Added |
| Twin Capital Management Inc | 2,054 | $933.0K | 0.13% | −23−1.1% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 2,054 | $933.0K | 0.26% | +320+18.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,052 | $932.0K | 0.16% | −10−0.5% | Reduced |
| Covington Capital Management | 2,052 | $932.0K | 0.04% | +104+5.3% | Added |
| Moloney Securities Asset Management, LLC | 2,047 | $930.0K | 0.23% | +31+1.5% | Added |
| Chicago Capital, LLC | 2,042 | $928.0K | 0.05% | +6+0.3% | Added |
| Bessemer Securities LLC | 2,035 | $924.0K | 0.33% | 00.0% | Unchanged |
| Beacon Financial Group | 2,023 | $924.0K | 0.14% | +2+0.1% | Added |
| NJ State Employees Deferred Compensation Plan | 2,000 | $908.0K | 0.16% | 00.0% | Unchanged |
| Strategic Advisors LLC | 1,982 | $900.0K | 0.20% | +10+0.5% | Added |
| Buckley Wealth Management, LLC | 1,968 | $894.0K | 0.33% | −375−16.0% | Reduced |
| Sanders Morris Harris LLC | 1,900 | $893.0K | 0.22% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 1,944 | $883.0K | 0.21% | −11−0.6% | Reduced |
| King Wealth | 1,943 | $883.0K | 0.22% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 1,915 | $870.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,901 | $863.3K | 0.04% | +468+32.7% | Added |
| Roundview Capital LLC | 1,893 | $860.0K | 0.11% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,892 | $859.0K | 0.13% | +1,078+132.4% | Added |
| Coastal Investment Advisors, Inc. | 1,890 | $859.0K | 0.23% | +1,296+218.2% | Added |
| Gsa Capital Partners LLP | 1,886 | $857.0K | 0.11% | +1,886 | New |
| Meiji Yasuda Life Insurance Co | 1,882 | $855.0K | 0.02% | −289−13.3% | Reduced |
| Taylor Hoffman Wealth Management | 1,876 | $852.0K | 0.45% | −121−6.1% | Reduced |