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.
| 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 | 1,703 | $107.2B |
| Q2 2024 | 1,713 | $112.7B |
| Q1 2024 | 1,673 | $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 | 1,551 | $108.8B |
| Q3 2022 | 1,449 | $97.0B |
| Q2 2022 | 1,444 | $103.2B |
| Q1 2022 | 1,424 | $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, Q4 2022
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Violich Capital Management, Inc. | 3,770 | $1.93M | 0.34% | 00.0% | Unchanged |
| Balentine LLC | 3,788 | $1.94M | 0.07% | −254−6.3% | Reduced |
| Michael B. Yongue | 3,790 | $1.94M | 1.83% | 00.0% | Unchanged |
| Hancock Whitney Corp | 3,792 | $1.95M | 0.08% | −139−3.5% | Reduced |
| Pearl River Capital, LLC | 3,793 | $1.95M | 0.33% | +3,793 | New |
| Trustmark National Bank Trust Department | 3,839 | $1.97M | 0.18% | +4+0.1% | Added |
| Coldstream Capital Management Inc | 3,847 | $1.97M | 0.07% | +3,847 | New |
| Tokio Marine Asset Management Co Ltd | 3,853 | $1.98M | 0.15% | +365+10.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,855 | $1.98M | 1.36% | +15+0.4% | Added |
| Integrated Advisors Network LLC | 3,876 | $1.99M | 0.13% | −126−3.1% | Reduced |
| FRG Family Wealth Advisors LLC | 3,892 | $2.00M | 0.48% | 00.0% | Unchanged |
| Hofer & Associates. Inc | 3,903 | $2.00M | 2.00% | −15−0.4% | Reduced |
| Smith, Moore & Co. | 3,912 | $2.01M | 0.28% | +2+0.1% | Added |
| Harfst & Associates, Inc. | 3,929 | $2.02M | 0.58% | −3−0.1% | Reduced |
| Vista Investment Management | 3,946 | $2.02M | 1.16% | −113−2.8% | Reduced |
| M Holdings Securities, Inc. | 3,951 | $2.03M | 0.21% | −40−1.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,974 | $2.04M | 0.20% | +164+4.3% | Added |
| Zurich Insurance Group Ltd | 4,000 | $2.05M | 0.03% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 4,001 | $2.05M | 0.14% | −79−1.9% | Reduced |
| Comerica Securities,inc. | 4,018 | $2.06M | 0.15% | +560+16.2% | Added |
| Csenge Advisory Group | 4,036 | $2.07M | 0.16% | −135−3.2% | Reduced |
| Atria Wealth Solutions, Inc. | 4,053 | $2.08M | 0.03% | +998+32.7% | Added |
| Brighton Jones LLC | 4,063 | $2.08M | 0.12% | −571−12.3% | Reduced |
| CAPROCK Group, Inc. | 4,074 | $2.09M | 0.19% | +225+5.8% | Added |
| Malaga Cove Capital, LLC | 4,080 | $2.09M | 1.14% | −23−0.6% | Reduced |
| First Business Financial Services, Inc. | 4,082 | $2.09M | 0.28% | +284+7.5% | Added |
| Mirova | 4,085 | $2.10M | 0.33% | +799+24.3% | Added |
| Parallel Advisors, LLC | 4,092 | $2.10M | 0.09% | +309+8.2% | Added |
| Cornercap Investment Counsel Inc | 4,094 | $2.10M | 0.36% | +4,094 | New |
| Tower Research Capital LLC (TRC) | 4,101 | $2.10M | 0.09% | −17,194−80.7% | Reduced |
| Lederer & Associates Investment Counsel | 4,104 | $2.10M | 1.72% | −98−2.3% | Reduced |
| Tufton Capital Management | 4,158 | $2.13M | 0.47% | −16−0.4% | Reduced |
| Symmetry Partners, LLC | 4,191 | $2.15M | 0.13% | −403−8.8% | Reduced |
| New England Research & Management, Inc. | 4,200 | $2.15M | 1.24% | −1,240−22.8% | Reduced |
| Kestra Private Wealth Services, LLC | 4,207 | $2.16M | 0.11% | −325−7.2% | Reduced |
| Sterling Investment Management, Inc. | 4,220 | $2.16M | 1.74% | −269−6.0% | Reduced |
| Barden Capital Management, Inc. | 4,262 | $2.18M | 2.23% | +274+6.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,248 | $2.18M | 0.11% | +1,432+50.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 4,256 | $2.18M | 0.10% | +60+1.4% | Added |
| Savant Capital, LLC | 4,258 | $2.18M | 0.05% | −70−1.6% | Reduced |
| ProVise Management Group, LLC | 4,284 | $2.20M | 0.22% | −1,692−28.3% | Reduced |
| Pensionfund Sabic | 4,350 | $2.23M | 0.73% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 4,361 | $2.24M | 0.05% | +1,311+43.0% | Added |
| Cetera Advisors LLC | 4,367 | $2.24M | 0.04% | −1,737−28.5% | Reduced |
| Meeder Advisory Services, Inc. | 4,412 | $2.26M | 0.29% | +4,412 | New |
| Simplify Asset Management Inc. | 4,437 | $2.28M | 0.39% | +357+8.8% | Added |
| Benchmark Investment Advisors LLC | 4,454 | $2.28M | 2.41% | +63+1.4% | Added |
| Bragg Financial Advisors, Inc | 4,530 | $2.32M | 0.14% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 4,558 | $2.34M | 0.58% | −12−0.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,565 | $2.34M | 0.11% | +340+8.0% | Added |
| Johnson Investment Counsel Inc | 4,594 | $2.36M | 0.03% | +214+4.9% | Added |
| Ritholtz Wealth Management | 4,619 | $2.37M | 0.13% | −1,343−22.5% | Reduced |
| Intrust Bank NA | 4,624 | $2.37M | 0.33% | +47+1.0% | Added |
| Advisors Asset Management, Inc. | 4,643 | $2.38M | 0.05% | +2,196+89.7% | Added |
| Oppenheimer Asset Management Inc. | 4,653 | $2.39M | 0.04% | −2,698−36.7% | Reduced |
| Liberty One Investment Management, LLC | 4,667 | $2.39M | 0.34% | −27−0.6% | Reduced |
| AMG National Trust Bank | 4,672 | $2.40M | 0.09% | +141+3.1% | Added |
| Bleakley Financial Group, LLC | 4,691 | $2.41M | 0.09% | +4,691 | New |
| Voya Financial Advisors, Inc. | 4,720 | $2.42M | 0.31% | −630−11.8% | Reduced |
| Madison Wealth Management | 4,725 | $2.42M | 0.55% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 4,725 | $2.42M | 0.01% | −480−9.2% | Reduced |
| Strategic Financial Services, Inc, | 4,727 | $2.42M | 0.19% | −367−7.2% | Reduced |
| Capula Management Ltd | 4,728 | $2.43M | 0.25% | +4,728 | New |
| Mount Capital Ltd | 4,746 | $2.44M | 0.94% | +4,746 | New |
| Raymond James Trust N.A. | 4,775 | $2.45M | 0.08% | −221−4.4% | Reduced |
| LMR Partners LLP | 4,794 | $2.46M | 0.06% | −3,093−39.2% | Reduced |
| Cresset Asset Management, LLC | 4,875 | $2.48M | 0.03% | −685−12.3% | Reduced |
| Stratos Wealth Partners, LTD. | 4,862 | $2.49M | 0.06% | +346+7.7% | Added |
| Orion Portfolio Solutions, LLC | 4,864 | $2.50M | 0.09% | +420+9.5% | Added |
| TrinityPoint Wealth, LLC | 4,866 | $2.50M | 0.57% | 00.0% | Unchanged |
| Van Eck Associates Corp | 4,884 | $2.50M | 0.01% | −1,476−23.2% | Reduced |
| Greenfield Savings Bank | 4,957 | $2.54M | 1.68% | −22−0.4% | Reduced |
| Clough Capital Partners L P | 5,000 | $2.56M | 0.26% | +5,000 | New |
| D.A. Davidson & Co. | 5,036 | $2.58M | 0.03% | −180−3.5% | Reduced |
| Sepio Capital, LP | 5,043 | $2.59M | 0.22% | +5,043 | New |
| Heritage Wealth Advisors | 5,073 | $2.60M | 0.15% | +105+2.1% | Added |
| Blair William & Co | 5,089 | $2.61M | 0.01% | +396+8.4% | Added |
| Atlas Capital Advisors LLC | 5,147 | $2.64M | 0.44% | +413+8.7% | Added |
| Channing Global Advisors, LLC | 5,157 | $2.65M | 3.04% | −167−3.1% | Reduced |
| Delta Capital Management LLC | 5,170 | $2.65M | 1.93% | 00.0% | Unchanged |
| Legacy Trust | 5,176 | $2.66M | 0.82% | +5,176 | New |
| Jackson Hole Capital Partners, LLC | 5,246 | $2.69M | 0.80% | −181−3.3% | Reduced |
| Chemistry Wealth Management LLC | 5,251 | $2.69M | 1.05% | +59+1.1% | Added |
| Avantax Advisory Services, Inc. | 5,257 | $2.70M | 0.04% | −20.0% | Reduced |
| Keudell/Morrison Wealth Management | 5,269 | $2.70M | 0.87% | −5−0.1% | Reduced |
| Arabesque Asset Management Ltd | 5,279 | $2.71M | 0.92% | +274+5.5% | Added |
| Jackson Wealth Management, LLC | 5,298 | $2.72M | 1.00% | +519+10.9% | Added |
| KCS Wealth Advisory | 5,330 | $2.73M | 1.14% | +137+2.6% | Added |
| Advisory Services Network, LLC | 5,353 | $2.75M | 0.08% | +425+8.6% | Added |
| Strategy Asset Managers LLC | 5,359 | $2.75M | 0.70% | −36−0.7% | Reduced |
| RPg Family Wealth Advisory, LLC | 5,416 | $2.78M | 1.90% | −12−0.2% | Reduced |
| Stonebridge Capital Advisors LLC | 5,426 | $2.78M | 0.33% | +32+0.6% | Added |
| Legato Capital Management LLC | 5,427 | $2.78M | 0.53% | +5,427 | New |
| Bangor Savings Bank | 5,431 | $2.79M | 0.33% | −399−6.8% | Reduced |
| ARGI Investment Services, LLC | 5,539 | $2.84M | 0.09% | −189−3.3% | Reduced |
| Horizon Investments, LLC | 5,547 | $2.85M | 0.08% | +7+0.1% | Added |
| CWM, LLC | 5,571 | $2.86M | 0.02% | +295+5.6% | Added |
| Lakeview Capital Partners, LLC | 5,884 | $2.88M | 0.92% | −600−9.3% | Reduced |
| Jag Capital Management, LLC | 5,617 | $2.88M | 0.42% | +646+13.0% | Added |
| Alamar Capital Management, LLC | 5,642 | $2.89M | 2.97% | −76−1.3% | Reduced |