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Livermore
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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, Q4 2022

Institutional positions in Elevance Health, Inc. as of Dec 31, 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
1,551
+130 vs. Q3 2022
Shares held
213.0M
+115.0K (+0.1%) vs. Q3 2022
Total value
$108.8B
+$12.1B (+12.5%) vs. Q3 2022
New holders
216
539 more added
Sold out
86
562 more reduced

28 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 1,551 institutions
Q1 2021: 1,215 institutionsQ2 2021: 1,239 institutionsQ3 2021: 1,221 institutionsQ4 2021: 1,375 institutionsQ1 2022: 1,424 institutionsQ2 2022: 1,444 institutionsQ3 2022: 1,449 institutionsQ4 2022: 1,551 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,673 institutionsQ2 2024: 1,713 institutionsQ3 2024: 1,703 institutionsQ4 2024: 1,609 institutionsQ1 2025: 1,667 institutionsQ2 2025: 1,596 institutionsQ3 2025: 1,512 institutionsQ4 2025: 1,557 institutionsQ1 2026: 1,473 institutionsQ2 2026: 1,615 institutions
Value heldQ4 2022: $108.8B
Q1 2021: $78.2BQ2 2021: $82.8BQ3 2021: $80.6BQ4 2021: $99.3BQ1 2022: $105.7BQ2 2022: $103.2BQ3 2022: $97.0BQ4 2022: $108.8BQ1 2023: $96.9BQ2 2023: $93.1BQ3 2023: $90.8BQ4 2023: $98.1BQ1 2024: $107.7BQ2 2024: $112.7BQ3 2024: $107.2BQ4 2024: $76.5BQ1 2025: $88.6BQ2 2025: $79.7BQ3 2025: $63.3BQ4 2025: $71.0BQ1 2026: $57.1BQ2 2026: $76.8B
Institutions holding ELV and their total value by quarter
QuarterHoldersValue
Q2 20261,615$76.8B
Q1 20261,473$57.1B
Q4 20251,557$71.0B
Q3 20251,512$63.3B
Q2 20251,596$79.7B
Q1 20251,667$88.6B
Q4 20241,609$76.5B
Q3 20241,703$107.2B
Q2 20241,713$112.7B
Q1 20241,673$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,551$108.8B
Q3 20221,449$97.0B
Q2 20221,444$103.2B
Q1 20221,424$105.7B
Q4 20211,375$99.3B
Q3 20211,221$80.6B
Q2 20211,239$82.8B
Q1 20211,215$78.2B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q3 2022.

Institutions holding ELV in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Tfo-TDC, LLC12$3720.00%+12New
Halpern Financial, Inc.1$5130.00%+1New
Burleson & Company, LLC1$6490.00%00.0%Unchanged
Capital Advisors, Ltd. LLC206$1.00K0.00%+197+2,188.9%Added
Avion Wealth3$1.00K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC2$1.03K0.00%00.0%Unchanged
Freedom Wealth Alliance, LLC2$1.03K0.00%+2New
TFC Financial Management2$1.03K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC2$1.03K0.00%+2New
Financial Synergies Wealth Advisors, Inc.3$1.54K0.00%−155−98.1%Reduced
WestEnd Advisors, LLC3$1.54K0.00%00.0%Unchanged
TSFG, LLC4$2.00K0.00%00.0%Unchanged
Sageworth Trust Co3$2.00K0.00%+3New
Bellwether Advisors, LLC4$2.05K0.00%−1−20.0%Reduced
Highline Wealth Partners LLC4$2.05K0.00%00.0%Unchanged
Lansing Street Advisors4$2.05K0.00%+4New
Retirement Financial Solutions, LLC4$2.05K0.00%+4New
True Wealth Design, LLC4$2.05K0.00%+4New
JNBA Financial Advisors5$2.56K0.00%00.0%Unchanged
Davidson Capital Management Inc.5$2.56K0.00%+5New
Sofos Investments, Inc.513$2.89K0.03%−6,751−92.9%Reduced
Albion Financial Group6$3.08K0.00%00.0%Unchanged
Beacon Capital Management, LLC6$3.08K0.00%+2+50.0%Added
ICA Group Wealth Management, LLC6$3.08K0.00%+6New
Rise Advisors, LLC7$3.38K0.00%00.0%Unchanged
Global Wealth Strategies & Associates7$3.59K0.00%+7New
Hazlett, Burt & Watson, Inc.8$4.00K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group8$4.10K0.00%−3−27.3%Reduced
Thomas White International Ltd8$4.10K0.00%00.0%Unchanged
Grey Fox Wealth Advisors, LLC8$4.10K0.00%+8New
New Millennium Group LLC9$4.69K0.01%+6+200.0%Added
Carolina Wealth Advisors, LLC9$5.00K0.00%00.0%Unchanged
Boulder Wealth Advisors, LLC10$5.00K0.00%+10New
Corrado Advisors, LLC10$5.13K0.00%+10New
CNB Bank11$5.64K0.00%00.0%Unchanged
North Star Investment Management Corp.11$5.64K0.00%+11New
SOA Wealth Advisors, LLC.11$5.68K0.00%−2−15.4%Reduced
Aspire Private Capital, LLC12$6.22K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC14$7.18K0.00%−3−17.6%Reduced
Wolff Wiese Magana LLC15$7.70K0.01%−359−96.0%Reduced
BDO Wealth Advisors, LLC15$7.79K0.00%−49−76.6%Reduced
Financial Perspectives, Inc16$8.21K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC16$8.21K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC16$8.21K0.00%+16New
Glass Jacobson Investment Advisors llc18$9.23K0.00%+18New
Centennial Bank19$9.75K0.01%+19New
McIlrath & Eck, LLC20$10.3K0.00%00.0%Unchanged
Disciplined Investments, LLC21$10.8K0.01%+1+5.0%Added
GoalVest Advisory LLC23$11.8K0.01%00.0%Unchanged
Coppell Advisory Solutions LLC23$11.8K0.00%+23New
Coppell Advisory Solutions Corp.23$11.8K0.00%+23New
Zullo Investment Group, Inc.24$12.3K0.01%00.0%Unchanged
Norwood Financial Corp25$12.8K0.02%00.0%Unchanged
Raffa Wealth Management, LLC26$13.3K0.01%−3−10.3%Reduced
Gradient Investments LLC28$14.4K0.00%−31−52.5%Reduced
Tortoise Investment Management, LLC28$14.4K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.29$15.0K0.01%00.0%Unchanged
Cornerstone Planning Group LLC33$15.8K0.01%+33New
Norway Savings Bank31$15.9K0.01%00.0%Unchanged
Schubert & Co34$17.4K0.02%+5+17.2%Added
MCF Advisors LLC35$17.8K0.00%00.0%Unchanged
PSI Advisors, LLC35$18.0K0.01%−295−89.4%Reduced
FinTrust Capital Advisors, LLC35$18.0K0.00%00.0%Unchanged
Systematic Financial Management LP36$18.5K0.00%00.0%Unchanged
Lee Financial Co36$18.5K0.00%00.0%Unchanged
Heritage Wealth Management, LLC36$18.5K0.00%+32+800.0%Added
Sargent Bickham Lagudis LLC37$19.0K0.00%00.0%Unchanged
Atwood & Palmer Inc37$19.0K0.00%+37New
Quarry LP37$19.0K0.02%+37New
ClariVest Asset Management LLC37$19.0K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.37$19.1K0.01%+25+208.3%Added
Johnson Financial Group, Inc.38$19.5K0.00%−24−38.7%Reduced
Glassy Mountain Advisors, Inc.38$19.5K0.01%+38New
Accel Wealth Management38$19.5K0.01%00.0%Unchanged
EWG Elevate Inc.39$20.0K0.01%+39New
Rock Creek Group, LP40$20.5K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC40$20.5K0.00%+40New
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.40$21.0K0.18%−40−50.0%Reduced
Webster Bank, N. A.40$21.0K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP43$22.1K0.00%−3−6.5%Reduced
Gleason Group, Inc.44$22.7K0.01%00.0%Unchanged
Arrow Financial Corp45$23.0K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.45$23.1K0.01%00.0%Unchanged
Proffitt & Goodson Inc46$23.6K0.01%00.0%Unchanged
Global Financial Private Client, LLC46$23.6K0.01%+5+12.2%Added
Crewe Advisors LLC48$24.6K0.00%−47−49.5%Reduced
Moisand Fitzgerald Tamayo, LLC49$25.1K0.01%+18+58.1%Added
Cribstone Capital Management, LLC50$25.6K0.01%−3−5.7%Reduced
RWM Asset Management, LLC51$26.2K0.01%−93−64.6%Reduced
Hexagon Capital Partners LLC51$26.2K0.01%−21−29.2%Reduced
Sugarloaf Wealth Management, LLC51$26.2K0.01%+26+104.0%Added
Bogart Wealth, LLC52$26.7K0.00%+23+79.3%Added
Virtus Investment Advisers, Inc.55$28.2K0.02%00.0%Unchanged
Arcus Capital Partners, LLC55$28.2K0.01%+55New
Boyd Watterson Asset Management LLC56$28.7K0.01%+56New
HBC Financial Services, PLLC60$29.0K0.02%00.0%Unchanged
Fortis Capital Advisors, LLC57$29.2K0.02%+57New
Focused Wealth Management, Inc57$29.3K0.01%−150−72.5%Reduced
TD Capital Management LLC58$29.9K0.00%00.0%Unchanged
Tompkins Financial Corp59$30.0K0.00%00.0%Unchanged