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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 60 | $30.8K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 61 | $31.3K | 0.02% | +61 | New |
| Kenfarb & Co. | 62 | $31.8K | 0.03% | 00.0% | Unchanged |
| Field & Main Bank | 65 | $33.3K | 0.02% | 00.0% | Unchanged |
| New Hampshire Trust | 65 | $33.3K | 0.01% | +65 | New |
| Acima Private Wealth, LLC | 66 | $33.9K | 0.02% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 72 | $33.9K | 0.01% | +72 | New |
| Ogorek Anthony Joseph | 68 | $34.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 67 | $34.3K | 0.00% | +20+42.6% | Added |
| Trust Co of Vermont | 67 | $34.4K | 0.00% | −14−17.3% | Reduced |
| Dark Forest Capital Management LP | 67 | $34.4K | 0.01% | +65+3,250.0% | Added |
| Abound Wealth Management | 69 | $35.4K | 0.02% | −11−13.8% | Reduced |
| Clean Yield Group | 69 | $35.4K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 70 | $35.9K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 70 | $35.9K | 0.04% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 70 | $35.9K | 0.01% | +70 | New |
| Bank of New Hampshire | 70 | $36.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 70 | $36.0K | 0.00% | +70 | New |
| Baystate Wealth Management LLC | 74 | $38.0K | 0.00% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 75 | $38.5K | 0.02% | +75 | New |
| Edge Capital Group, LLC | 76 | $39.0K | 0.00% | +30+65.2% | Added |
| Credit Agricole S A | 76 | $39.0K | 0.00% | +76 | New |
| Rebalance, LLC | 77 | $39.1K | 0.00% | +77 | New |
| BOK Financial Private Wealth, Inc. | 80 | $41.0K | 0.00% | −30−27.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 82 | $42.0K | 0.06% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 88 | $45.0K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 93 | $47.7K | 0.01% | −53−36.3% | Reduced |
| JFS Wealth Advisors, LLC | 94 | $48.2K | 0.00% | +1+1.1% | Added |
| RFP Financial Group LLC | 94 | $48.2K | 0.02% | +94 | New |
| Piscataqua Savings Bank | 98 | $50.3K | 0.04% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 99 | $50.8K | 0.03% | +99 | New |
| Arcadia Investment Management Corp | 100 | $51.3K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 101 | $51.8K | 0.01% | −52−34.0% | Reduced |
| Farmers & Merchants Investments Inc | 103 | $52.8K | 0.00% | 00.0% | Unchanged |
| Motco | 103 | $52.8K | 0.00% | +18+21.2% | Added |
| Key Financial Inc | 117 | $53.1K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 104 | $53.3K | 0.02% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 105 | $53.9K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 105 | $53.9K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 106 | $54.0K | 0.04% | 00.0% | Unchanged |
| First Financial Corp | 106 | $54.4K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 109 | $56.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 110 | $56.4K | 0.01% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 111 | $57.0K | 0.00% | +111 | New |
| Steward Financial Group LLC | 112 | $57.0K | 0.03% | +112 | New |
| Orion Capital Management LLC | 112 | $57.5K | 0.04% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 114 | $58.5K | 0.05% | +41+56.2% | Added |
| My Personal CFO, LLC | 114 | $58.5K | 0.06% | +114 | New |
| Carolinas Wealth Consulting LLC | 114 | $58.5K | 0.01% | +20+21.3% | Added |
| M&R Capital Management Inc | 115 | $59.0K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 115 | $59.0K | 0.02% | −125−52.1% | Reduced |
| Vigilant Capital Management, LLC | 118 | $60.0K | 0.01% | −56−32.2% | Reduced |
| QVR LLC | 119 | $61.0K | 0.09% | −2,194−94.9% | Reduced |
| Cambridge Trust Co | 123 | $63.0K | 0.00% | −10−7.5% | Reduced |
| City State Bank | 122 | $63.0K | 0.04% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 127 | $65.1K | 0.07% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 137 | $70.3K | 0.00% | −4,834−97.2% | Reduced |
| Cedar Wealth Management, LLC | 140 | $71.8K | 0.04% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 143 | $73.5K | 0.04% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 150 | $76.0K | 0.03% | 00.0% | Unchanged |
| Madden Securities Corp | 150 | $76.9K | 0.04% | +150 | New |
| Highlander Capital Management, LLC | 150 | $77.0K | 0.04% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 151 | $77.4K | 0.06% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 153 | $78.0K | 0.06% | −5−3.2% | Reduced |
| CoreCap Advisors, LLC | 157 | $80.5K | 0.01% | +157 | New |
| AllSquare Wealth Management LLC | 160 | $82.1K | 0.06% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 164 | $84.1K | 0.06% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 169 | $86.7K | 0.03% | 00.0% | Unchanged |
| Park Place Capital Corp | 171 | $88.0K | 0.02% | +171 | New |
| Missouri Trust & Investment Co | 175 | $90.0K | 0.05% | 00.0% | Unchanged |
| First Command Bank | 180 | $92.0K | 0.01% | −28−13.5% | Reduced |
| First Command Financial Services, Inc. | 180 | $92.0K | 0.01% | −28−13.5% | Reduced |
| Optimum Investment Advisors | 180 | $92.3K | 0.05% | 00.0% | Unchanged |
| Central Bank & Trust Co | 181 | $92.8K | 0.02% | +13+7.7% | Added |
| General Partner, Inc. | 181 | $92.8K | 0.09% | +181 | New |
| Tradition Wealth Management, LLC | 182 | $93.0K | 0.01% | +5+2.8% | Added |
| Riverview Trust Co | 181 | $93.0K | 0.09% | +27+17.5% | Added |
| Eagle Bay Advisors LLC | 197 | $101.1K | 0.06% | −619−75.9% | Reduced |
| Independence Bank of Kentucky | 198 | $102.0K | 0.05% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 226 | $102.6K | 0.03% | +1+0.4% | Added |
| Thompson Siegel & Walmsley LLC | 200 | $103.0K | 0.00% | +90+81.8% | Added |
| Ritter Daniher Financial Advisory LLC | 202 | $103.6K | 0.05% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 202 | $104.0K | 0.00% | +46+29.5% | Added |
| AlphaMark Advisors, LLC | 205 | $105.0K | 0.05% | +30+17.1% | Added |
| Tilia Fiduciary Partners, Inc. | 211 | $108.2K | 0.10% | −5−2.3% | Reduced |
| Fred Alger Management, LLC | 213 | $109.3K | 0.00% | +87+69.0% | Added |
| St Germain D J Co Inc | 922 | $112.7K | 0.04% | +378+69.5% | Added |
| C M Bidwell & Associates Ltd | 222 | $113.9K | 0.09% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 232 | $119.0K | 0.04% | 00.0% | Unchanged |
| Investors Research Corp | 235 | $120.5K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 241 | $124.0K | 0.03% | +112+86.8% | Added |
| West Oak Capital, LLC | 250 | $128.0K | 0.07% | 00.0% | Unchanged |
| Monetary Management Group Inc | 250 | $128.2K | 0.04% | 00.0% | Unchanged |
| Seldon Capital LP | 250 | $128.2K | 0.11% | 00.0% | Unchanged |
| Private Ocean, LLC | 251 | $128.4K | 0.02% | +251 | New |
| Silvant Capital Management LLC | 257 | $131.8K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 272 | $139.5K | 0.01% | +272 | New |
| Washington Trust Advisors, Inc. | 281 | $144.1K | 0.02% | −195−41.0% | Reduced |
| West Paces Advisors Inc. | 284 | $145.7K | 0.05% | +34+13.6% | Added |
| Core Alternative Capital | 288 | $148.0K | 0.02% | −50−14.8% | Reduced |