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 |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 5,670 | $2.91M | 0.22% | +2,517+79.8% | Added |
| Warther Private Wealth, LLC | 5,773 | $2.96M | 2.22% | −362−5.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,873 | $3.01M | 0.15% | −103−1.7% | Reduced |
| Cornerstone Wealth Group, LLC | 5,911 | $3.03M | 0.57% | +28+0.5% | Added |
| Moody National Bank Trust Division | 5,948 | $3.05M | 0.27% | −11−0.2% | Reduced |
| Park Avenue Securities LLC | 6,000 | $3.08M | 0.05% | +1,443+31.7% | Added |
| Veriti Management LLC | 6,005 | $3.08M | 0.41% | −348−5.5% | Reduced |
| Oak Associates, Ltd | 6,008 | $3.08M | 0.26% | −869−12.6% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,029 | $3.09M | 1.23% | +10.0% | Added |
| MAI Capital Management | 6,053 | $3.11M | 0.05% | +653+12.1% | Added |
| Oliver Luxxe Assets LLC | 6,066 | $3.11M | 0.87% | +86+1.4% | Added |
| Family Legacy, Inc. | 6,322 | $3.13M | 1.37% | +301+5.0% | Added |
| Scotia Capital Inc. | 6,110 | $3.13M | 0.02% | −442−6.7% | Reduced |
| Gotham Asset Management, LLC | 6,206 | $3.18M | 0.09% | −14,429−69.9% | Reduced |
| Pegasus Asset Management, Inc. | 6,251 | $3.21M | 1.73% | +6+0.1% | Added |
| RDA Financial Network | 6,257 | $3.21M | 1.61% | −588−8.6% | Reduced |
| Meeder Asset Management Inc | 6,296 | $3.23M | 0.28% | −494−7.3% | Reduced |
| Valeo Financial Advisors, LLC | 6,315 | $3.24M | 0.18% | +721+12.9% | Added |
| Empirical Finance, LLC | 6,450 | $3.31M | 0.34% | +491+8.2% | Added |
| Quantbot Technologies LP | 6,464 | $3.32M | 0.24% | −2,463−27.6% | Reduced |
| Edmp, Inc. | 6,580 | $3.38M | 3.32% | −99−1.5% | Reduced |
| Alcosta Capital Management, Inc. | 6,753 | $3.46M | 3.49% | −223−3.2% | Reduced |
| Regions Financial Corp | 6,756 | $3.46M | 0.03% | −315−4.5% | Reduced |
| Guggenheim Capital LLC | 6,793 | $3.48M | 0.03% | +920+15.7% | Added |
| YHB Investment Advisors, Inc. | 6,805 | $3.49M | 0.37% | −1,042−13.3% | Reduced |
| Argent Trust Co | 6,876 | $3.53M | 0.23% | −216−3.0% | Reduced |
| Red Cedar Capital, LLC | 6,880 | $3.53M | 2.24% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 6,880 | $3.53M | 1.83% | 00.0% | Unchanged |
| Transform Wealth, LLC | 6,930 | $3.56M | 0.40% | −351−4.8% | Reduced |
| James Investment Research Inc | 6,969 | $3.58M | 0.50% | −8−0.1% | Reduced |
| Old National Bancorp | 7,110 | $3.65M | 0.11% | −433−5.7% | Reduced |
| Banco Santander, S.A. | 7,117 | $3.65M | 0.05% | −2,728−27.7% | Reduced |
| Van Leeuwen & Company, LLC | 7,122 | $3.65M | 2.53% | −61−0.8% | Reduced |
| Fort Washington Investment Advisors Inc | 7,170 | $3.68M | 0.03% | −29−0.4% | Reduced |
| Timber Creek Capital Management LLC | 7,204 | $3.70M | 1.40% | −1,233−14.6% | Reduced |
| Kempen Capital Management N.V. | 7,241 | $3.71M | 0.11% | +710+10.9% | Added |
| Greenleaf Trust | 7,273 | $3.73M | 0.05% | +393+5.7% | Added |
| Burney Co | 7,398 | $3.79M | 0.19% | +84+1.1% | Added |
| Essex Financial Services, Inc. | 7,413 | $3.80M | 0.41% | −350−4.5% | Reduced |
| GWM Advisors LLC | 15,517 | $3.84M | 0.10% | −3,695−19.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,485 | $3.84M | 0.10% | −1,429−16.0% | Reduced |
| Money Concepts Capital Corp | 7,487 | $3.84M | 0.17% | +1,084+16.9% | Added |
| XR Securities LLC | 7,488 | $3.84M | 4.57% | +6,500+657.9% | Added |
| Everence Capital Management Inc | 7,510 | $3.85M | 0.33% | +190+2.6% | Added |
| Winton Group Ltd | 7,534 | $3.86M | 0.25% | +388+5.4% | Added |
| Garrison Bradford & Associates Inc | 7,656 | $3.93M | 4.76% | −149−1.9% | Reduced |
| Duncker Streett & Co Inc | 7,692 | $3.95M | 0.95% | 00.0% | Unchanged |
| First Hawaiian Bank | 7,695 | $3.95M | 0.14% | +917+13.5% | Added |
| Metis Global Partners, LLC | 7,711 | $3.96M | 0.35% | +3,412+79.4% | Added |
| Oppenheimer & Co Inc | 7,867 | $4.04M | 0.09% | −3,960−33.5% | Reduced |
| Great Valley Advisor Group, Inc. | 7,916 | $4.06M | 0.21% | −354−4.3% | Reduced |
| Wetherby Asset Management Inc | 7,974 | $4.09M | 0.26% | +612+8.3% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $4.10M | 1.28% | 00.0% | Unchanged |
| Sivik Global Healthcare LLC | 8,000 | $4.10M | 1.93% | −3,000−27.3% | Reduced |
| Ontario Teachers Pension Plan Board | 8,054 | $4.13M | 0.04% | +74+0.9% | Added |
| Van Hulzen Asset Management, LLC | 8,150 | $4.15M | 0.48% | +500+6.5% | Added |
| Synovus Financial Corp | 8,097 | $4.15M | 0.05% | −219−2.6% | Reduced |
| Wright Investors Service Inc | 8,177 | $4.19M | 1.20% | −321−3.8% | Reduced |
| Pinkerton Retirement Specialists, LLC | 8,219 | $4.22M | 0.91% | −186−2.2% | Reduced |
| Ieq Capital, LLC | 8,270 | $4.24M | 0.12% | +906+12.3% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 8,309 | $4.26M | 0.23% | −2,873−25.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 8,321 | $4.27M | 0.16% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 9,089 | $4.34M | 0.49% | −895−9.0% | Reduced |
| Loomis Sayles & Co L P | 8,513 | $4.37M | 0.01% | −107−1.2% | Reduced |
| Eagle Rock Investment Company, LLC | 9,094 | $4.37M | 1.01% | +297+3.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,601 | $4.41M | 0.38% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 8,625 | $4.42M | 1.31% | −144−1.6% | Reduced |
| Pavadi Capital LLC | 8,834 | $4.53M | 4.27% | +488+5.8% | Added |
| Richard Bernstein Advisors LLC | 8,860 | $4.54M | 0.10% | −4,418−33.3% | Reduced |
| Tocqueville Asset Management L.P. | 8,896 | $4.56M | 0.09% | +42+0.5% | Added |
| Erste Asset Management GmbH | 8,918 | $4.57M | 0.10% | +416+4.9% | Added |
| Beacon Pointe Advisors, LLC | 8,926 | $4.58M | 0.09% | −607−6.4% | Reduced |
| Veritable, L.P. | 8,955 | $4.59M | 0.08% | +76+0.9% | Added |
| Scholtz & Company, LLC | 8,987 | $4.61M | 3.26% | −76−0.8% | Reduced |
| Tandem Capital Management Corp | 8,994 | $4.61M | 3.64% | −79−0.9% | Reduced |
| Power Corp of Canada | 9,009 | $4.62M | 0.83% | 00.0% | Unchanged |
| Cetera Investment Advisers | 9,160 | $4.70M | 0.04% | −222−2.4% | Reduced |
| Asio Capital, LLC | 9,546 | $4.90M | 1.41% | 00.0% | Unchanged |
| First Foundation Advisors | 9,690 | $4.97M | 0.24% | −2,464−20.3% | Reduced |
| Narwhal Capital Management | 9,692 | $4.97M | 0.66% | −30−0.3% | Reduced |
| BKD Wealth Advisors, LLC | 9,731 | $4.99M | 0.17% | −1,051−9.7% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 9,767 | $5.01M | 0.14% | +9,767 | New |
| Geneva Partners, LLC | 9,794 | $5.02M | 4.74% | −360−3.5% | Reduced |
| Mitchell Capital Management Co | 9,951 | $5.10M | 1.41% | −133−1.3% | Reduced |
| Keybank National Association | 9,980 | $5.12M | 0.03% | +226+2.3% | Added |
| HB Wealth Management, LLC | 10,087 | $5.17M | 0.09% | +1,126+12.6% | Added |
| Globeflex Capital L P | 10,222 | $5.24M | 0.66% | +5,400+112.0% | Added |
| Verdence Capital Advisors LLC | 10,262 | $5.26M | 0.65% | −403−3.8% | Reduced |
| FORA Capital, LLC | 10,383 | $5.33M | 0.86% | +7,730+291.4% | Added |
| Boothbay Fund Management, LLC | 10,397 | $5.33M | 0.18% | +9,771+1,560.9% | Added |
| E. Ohman J:or Asset Management AB | 10,400 | $5.33M | 0.23% | 00.0% | Unchanged |
| Allstate Corp | 10,433 | $5.35M | 0.16% | +81+0.8% | Added |
| Allstate Investment Management Co | 10,433 | $5.35M | 0.16% | +10,433 | New |
| Mill Capital Management, LLC | 10,468 | $5.37M | 0.59% | −20−0.2% | Reduced |
| LGT Fund Management Co Ltd. | 10,480 | $5.38M | 2.32% | +30+0.3% | Added |
| Armstrong Shaw Associates Inc | 10,530 | $5.40M | 5.37% | −127−1.2% | Reduced |
| First Citizens Bank & Trust Co | 10,597 | $5.44M | 0.16% | −2,743−20.6% | Reduced |
| Triasima Portfolio Management inc. | 10,662 | $5.47M | 0.42% | −40−0.4% | Reduced |
| West Family Investments, Inc. | 10,679 | $5.48M | 1.87% | +132+1.3% | Added |
| Winmill & Co. Inc | 10,790 | $5.53M | 2.02% | 00.0% | Unchanged |