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 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 1,870 | $849.0K | 0.03% | +264+16.4% | Added |
| Garde Capital, Inc. | 1,850 | $840.0K | 0.11% | 00.0% | Unchanged |
| Fiduciary Trust Co | 1,849 | $840.0K | 0.02% | +17+0.9% | Added |
| Perigon Wealth Management, LLC | 1,837 | $834.0K | 0.07% | +131+7.7% | Added |
| Waterfront Wealth Inc. | 1,555 | $831.0K | 0.32% | −31−2.0% | Reduced |
| WESPAC Advisors SoCal, LLC | 1,510 | $826.0K | 0.35% | −101−6.3% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,812 | $824.0K | 0.04% | +10+0.6% | Added |
| Terry L. Blaker | 1,809 | $822.0K | 0.08% | +9+0.5% | Added |
| Ascent Group, LLC | 1,503 | $822.0K | 0.10% | +734+95.4% | Added |
| Wolverine Trading, LLC | 1,790 | $818.0K | 0.03% | +817+84.0% | Added |
| Northwest & Ethical Investments L.P. | 1,795 | $815.4K | 0.03% | −49−2.7% | Reduced |
| Indiana Trust & Investment Management CO | 1,789 | $813.0K | 0.49% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 1,771 | $804.0K | 0.26% | 00.0% | Unchanged |
| National Asset Management, Inc. | 1,763 | $801.0K | 0.02% | +287+19.4% | Added |
| Ameritas Advisory Services, LLC | 1,757 | $798.0K | 0.05% | +70+4.1% | Added |
| Intellectus Partners, LLC | 1,755 | $797.0K | 0.28% | +37+2.2% | Added |
| Pure Financial Advisors, Inc. | 1,753 | $796.0K | 0.05% | +754+75.5% | Added |
| McLean Asset Management Corp | 1,703 | $795.0K | 0.31% | +1+0.1% | Added |
| Constitution Capital LLC | 1,750 | $795.0K | 0.53% | +1,100+169.2% | Added |
| Morris Capital Advisors, LLC | 1,747 | $794.0K | 0.75% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 1,748 | $794.0K | 0.19% | +1,748 | New |
| Defined Wealth Management, LLC | 1,745 | $793.0K | 0.86% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 1,731 | $786.0K | 0.81% | −10−0.6% | Reduced |
| First National Bank of Hutchinson | 1,729 | $785.0K | 0.63% | +140+8.8% | Added |
| Colonial River Wealth Management, LLC | 1,703 | $774.0K | 0.54% | −13−0.8% | Reduced |
| Brookstone Capital Management | 1,661 | $773.0K | 0.02% | −598−26.5% | Reduced |
| Global Trust Asset Management, LLC | 1,695 | $769.0K | 0.40% | −1,319−43.8% | Reduced |
| Pacer Advisors, Inc. | 1,687 | $766.0K | 0.01% | +89+5.6% | Added |
| Harbor Investment Advisory, LLC | 1,674 | $760.0K | 0.13% | +52+3.2% | Added |
| Mutual Advisors, LLC | 1,671 | $759.0K | 0.04% | +61+3.8% | Added |
| J. W. Coons Advisors, LLC | 1,667 | $757.0K | 0.29% | −110−6.2% | Reduced |
| Rehmann Capital Advisory Group | 1,664 | $756.0K | 0.08% | +111+7.1% | Added |
| DCM Advisors, LLC | 1,662 | $754.9K | 0.38% | +1,662 | New |
| Sentry Investment Management LLC | 1,639 | $744.0K | 0.35% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,638 | $744.0K | 0.11% | +18+1.1% | Added |
| Prestige Wealth Management Group LLC | 1,635 | $743.0K | 0.21% | +160+10.8% | Added |
| Stony Point Wealth Management Inc. | 1,626 | $739.0K | 0.55% | −24−1.5% | Reduced |
| Salem Investment Counselors Inc | 1,625 | $738.0K | 0.03% | 00.0% | Unchanged |
| Western Financial Corporation | 1,612 | $732.0K | 0.51% | +183+12.8% | Added |
| Summit X, LLC | 1,590 | $732.0K | 0.22% | +231+17.0% | Added |
| Dynamic Advisor Solutions LLC | 1,610 | $731.0K | 0.06% | +179+12.5% | Added |
| Personal Cfo Solutions, LLC | 1,605 | $729.0K | 0.18% | −29−1.8% | Reduced |
| Thomasville National Bank | 1,600 | $727.0K | 0.09% | −60−3.6% | Reduced |
| Systematic Alpha Investments, LLC | 1,597 | $725.0K | 0.04% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,595 | $725.0K | 0.18% | +94+6.3% | Added |
| Hillsdale Investment Management Inc. | 1,594 | $724.0K | 0.07% | +6+0.4% | Added |
| Prudent Man Advisors, LLC | 1,584 | $720.0K | 0.34% | −242−13.3% | Reduced |
| Edgestream Partners, L.P. | 1,575 | $715.0K | 0.06% | +719+84.0% | Added |
| Buckingham Strategic Wealth, LLC | 1,571 | $713.0K | 0.01% | +68+4.5% | Added |
| Global Assets Advisory, LLC | 1,300 | $711.0K | 0.72% | +481+58.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,564 | $710.0K | 0.01% | −550−26.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,540 | $700.0K | 0.12% | +260+20.3% | Added |
| Campbell & CO Investment Adviser LLC | 1,527 | $694.0K | 0.16% | +1,527 | New |
| Integrated Wealth Concepts LLC | 1,523 | $692.0K | 0.02% | +69+4.7% | Added |
| Shelton Capital Management | 1,522 | $691.0K | 0.03% | −25−1.6% | Reduced |
| IFP Advisors, Inc | 2,949 | $691.0K | 0.02% | +225+8.3% | Added |
| Windsor Group LTD | 1,477 | $690.0K | 0.17% | −79−5.1% | Reduced |
| Kingsview Wealth Management, LLC | 1,517 | $689.0K | 0.03% | −1,501−49.7% | Reduced |
| Lifeworks Advisors, LLC | 1,255 | $686.0K | 0.39% | −178−12.4% | Reduced |
| Citizens Financial Group Inc | 1,503 | $683.0K | 0.03% | −26−1.7% | Reduced |
| Private Trust Co NA | 1,505 | $683.0K | 0.11% | +99+7.0% | Added |
| Shepherd Kaplan Krochuk, LLC | 1,500 | $681.0K | 0.34% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 1,497 | $680.0K | 0.05% | −194−11.5% | Reduced |
| Mission Creek Capital Partners, Inc. | 1,496 | $679.0K | 0.26% | +1+0.1% | Added |
| Schechter Investment Advisors, LLC | 1,495 | $679.0K | 0.07% | +319+27.1% | Added |
| Aaron Wealth Advisors | 1,490 | $677.0K | 0.12% | +15+1.0% | Added |
| Oxbow Advisors, LLC | 1,486 | $675.0K | 0.11% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 1,482 | $673.0K | 0.23% | +54+3.8% | Added |
| Solidarilty Wealth, LLC | 1,271 | $672.0K | 0.39% | +200+18.7% | Added |
| DGS Capital Management, LLC | 1,471 | $668.2K | 0.45% | +84+6.1% | Added |
| Virtus ETF Advisers LLC | 1,471 | $668.0K | 0.27% | +29+2.0% | Added |
| Fox Run Management, L.L.C. | 1,466 | $666.0K | 0.26% | +1,466 | New |
| Evermay Wealth Management LLC | 1,456 | $661.0K | 0.13% | +31+2.2% | Added |
| Plancorp, LLC | 1,444 | $656.0K | 0.04% | +8+0.6% | Added |
| Itau Unibanco Holding S.A. | 1,445 | $656.0K | 0.03% | +1,073+288.4% | Added |
| Tobam | 1,437 | $653.0K | 0.05% | 00.0% | Unchanged |
| Wealth Alliance | 1,430 | $650.0K | 0.13% | −85−5.6% | Reduced |
| Bedel Financial Consulting, Inc. | 1,227 | $648.0K | 0.17% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 1,425 | $647.0K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,331 | $642.0K | 0.01% | +280+26.6% | Added |
| Donoghue Forlines LLC | 1,414 | $642.0K | 0.23% | +1,414 | New |
| Shufro Rose & Co LLC | 1,412 | $641.0K | 0.06% | 00.0% | Unchanged |
| Keystone Financial Group | 1,401 | $636.0K | 0.13% | +1+0.1% | Added |
| Eqis Capital Management, Inc. | 1,398 | $634.9K | 0.07% | +217+18.4% | Added |
| Alps Advisors Inc | 1,396 | $634.0K | 0.01% | +1,396 | New |
| Dean Investment Associates, LLC | 1,390 | $631.0K | 0.13% | −38−2.7% | Reduced |
| Capital Investment Advisory Services, LLC | 1,390 | $631.0K | 0.08% | +14+1.0% | Added |
| Palisades Hudson Asset Management, L.P. | 1,365 | $620.0K | 0.38% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,361 | $618.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,360 | $618.0K | 0.13% | +133+10.8% | Added |
| Hurlow Wealth Management Group, Inc. | 1,358 | $617.0K | 0.36% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 1,351 | $614.0K | 0.12% | +48+3.7% | Added |
| Laurel Wealth Advisors, Inc. | 1,348 | $612.0K | 0.07% | −11−0.8% | Reduced |
| CFO4Life Group, LLC | 1,343 | $610.0K | 0.16% | +103+8.3% | Added |
| Investment Partners, Ltd. | 1,342 | $610.0K | 0.18% | +1,342 | New |
| Everhart Financial Group, Inc. | 1,339 | $608.0K | 0.34% | +148+12.4% | Added |
| Wedmont Private Capital | 1,322 | $601.0K | 0.12% | +232+21.3% | Added |
| Wealth Management Associates, Inc. | 1,305 | $592.9K | 0.42% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 1,286 | $584.0K | 0.11% | −18−1.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,287 | $584.0K | 0.11% | 00.0% | Unchanged |