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 |
|---|---|---|---|---|---|
| Orgel Wealth Management, LLC | 485 | $248.8K | 0.01% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 485 | $249.0K | 0.06% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 486 | $249.0K | 0.10% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 486 | $249.4K | 0.08% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 500 | $251.1K | 0.08% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 491 | $251.9K | 0.14% | +491 | New |
| Guyasuta Investment Advisors Inc | 492 | $252.4K | 0.02% | +30+6.5% | Added |
| Rockland Trust Co | 495 | $254.0K | 0.02% | −32−6.1% | Reduced |
| Patron Partners Advisors, LLC | 498 | $255.5K | 0.19% | −20−3.9% | Reduced |
| CCG Wealth Management, LLC | 499 | $256.0K | 0.14% | −29−5.5% | Reduced |
| Kozak & Associates, Inc. | 504 | $258.0K | 0.13% | +1+0.2% | Added |
| Old Port Advisors | 503 | $258.0K | 0.10% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 506 | $259.6K | 0.03% | −136−21.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 508 | $260.6K | 0.02% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 508 | $260.6K | 0.01% | −36−6.6% | Reduced |
| TCI Wealth Advisors, Inc. | 508 | $260.6K | 0.04% | −5−1.0% | Reduced |
| AIMZ Investment Advisors, LLC | 509 | $261.0K | 0.12% | 00.0% | Unchanged |
| Wintrust Investments LLC | 511 | $262.0K | 0.03% | +11+2.2% | Added |
| Philadelphia Trust Co | 512 | $263.0K | 0.03% | 00.0% | Unchanged |
| Old North State Trust, LLC | 513 | $263.0K | 0.17% | +150+41.3% | Added |
| Renaissance Group LLC | 513 | $263.2K | 0.01% | −17−3.2% | Reduced |
| Tranquilli Financial Advisor LLC | 514 | $263.7K | 0.20% | +514 | New |
| Walter & Keenan Financial Consulting Co | 516 | $264.7K | 0.10% | −55−9.6% | Reduced |
| Kovack Advisors, Inc. | 517 | $265.1K | 0.04% | −139−21.2% | Reduced |
| Watershed Asset Management, L.L.C. | 517 | $265.2K | 0.34% | −21−3.9% | Reduced |
| Providence First Trust Co | 517 | $265.2K | 0.16% | +517 | New |
| Wiley Bros.-Aintree Capital, LLC | 518 | $265.9K | 0.13% | +469+957.1% | Added |
| Bank of Hawaii | 519 | $266.2K | 0.02% | −13−2.4% | Reduced |
| Gillespie Robinson & Grimm Inc | 522 | $268.0K | 0.03% | +62+13.5% | Added |
| Vantage Consulting Group Inc | 525 | $269.3K | 0.16% | −67−11.3% | Reduced |
| Syntax Advisors, LLC | 525 | $269.3K | 0.22% | −67−11.3% | Reduced |
| Summit Place Financial Advisors, LLC | 525 | $269.3K | 0.22% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 532 | $272.9K | 0.03% | +532 | New |
| Laidlaw Wealth Management LLC | 537 | $275.4K | 0.06% | +1+0.2% | Added |
| Roberts Glore & Co Inc | 537 | $275.5K | 0.10% | −36−6.3% | Reduced |
| Fiduciary Alliance LLC | 537 | $275.5K | 0.07% | +537 | New |
| Atticus Wealth Management, LLC | 538 | $275.8K | 0.11% | −194−26.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 540 | $277.0K | 0.06% | −130−19.4% | Reduced |
| Bridgeworth, LLC | 540 | $277.2K | 0.04% | −5−0.9% | Reduced |
| Thoroughbred Financial Services, LLC | 543 | $278.0K | 0.05% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 548 | $281.1K | 0.14% | +548 | New |
| Annex Advisory Services, LLC | 548 | $281.3K | 0.02% | +7+1.3% | Added |
| E&G Advisors, LP | 550 | $282.1K | 0.11% | −100−15.4% | Reduced |
| Fosun International Ltd | 550 | $282.1K | 0.02% | +550 | New |
| Harvest Fund Management Co., Ltd | 551 | $283.0K | 0.07% | −41−6.9% | Reduced |
| Allegheny Financial Group LTD | 554 | $284.2K | 0.12% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 554 | $284.2K | 0.01% | +554 | New |
| Founders Financial Alliance, LLC | 556 | $285.2K | 0.13% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 595 | $285.4K | 0.20% | +595 | New |
| Inceptionr LLC | 557 | $285.7K | 0.15% | +557 | New |
| LJI Wealth Management, LLC | 557 | $285.7K | 0.10% | +557 | New |
| Alliance Wealth Advisors, LLC | 558 | $286.2K | 0.24% | −1−0.2% | Reduced |
| Machina Capital S.A.S. | 559 | $286.8K | 0.53% | −358−39.0% | Reduced |
| Wealthquest Corp | 560 | $287.3K | 0.04% | −5−0.9% | Reduced |
| Courier Capital LLC | 560 | $287.3K | 0.03% | +560 | New |
| McElhenny Sheffield Capital Management, LLC | 565 | $289.8K | 0.14% | +5+0.9% | Added |
| Deseret Mutual Benefit Administrators | 568 | $291.4K | 0.12% | −495−46.6% | Reduced |
| Allworth Financial LP | 573 | $294.0K | 0.00% | +75+15.1% | Added |
| Nwam LLC | 573 | $294.3K | 0.03% | +16+2.9% | Added |
| Octavia Wealth Advisors, LLC | 574 | $294.4K | 0.07% | −12−2.0% | Reduced |
| Caldwell Trust Co | 575 | $295.0K | 0.04% | −35−5.7% | Reduced |
| Old Mission Investment Co LLC | 575 | $295.0K | 0.13% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 575 | $295.2K | 0.15% | +575 | New |
| Quantum Financial Advisors, LLC | 579 | $296.9K | 0.13% | +1+0.2% | Added |
| Spinnaker Trust | 580 | $298.0K | 0.02% | −30−4.9% | Reduced |
| Banque Pictet & Cie SA | 583 | $299.1K | 0.00% | +583 | New |
| Ashton Thomas Private Wealth, LLC | 586 | $300.6K | 0.03% | +73+14.2% | Added |
| Diligent Investors, LLC | 586 | $300.7K | 0.10% | −59−9.1% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 590 | $302.7K | 0.09% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 590 | $302.9K | 0.04% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 591 | $303.2K | 0.02% | −3,357−85.0% | Reduced |
| SageView Advisory Group, LLC | 594 | $303.2K | 0.02% | +594 | New |
| Proficio Capital Partners LLC | 592 | $303.9K | 0.06% | +11+1.9% | Added |
| First National Bank | 593 | $304.2K | 0.26% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 594 | $304.7K | 0.06% | 00.0% | Unchanged |
| Carr Financial Group Corp | 595 | $305.2K | 0.16% | +595 | New |
| FourThought Financial Partners, LLC | 596 | $305.7K | 0.04% | +596 | New |
| Williams Jones Wealth Management, LLC. | 600 | $307.8K | 0.01% | −108−15.3% | Reduced |
| Alta Advisers Ltd | 600 | $308.0K | 0.18% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 602 | $308.8K | 0.13% | +7+1.2% | Added |
| Petrus Trust Company, LTA | 607 | $311.4K | 0.04% | +607 | New |
| Sustainable Insight Capital Management, LLC | 607 | $311.4K | 0.35% | +607 | New |
| Enterprise Financial Services Corp | 607 | $311.8K | 0.22% | +38+6.7% | Added |
| Trilogy Capital Inc. | 611 | $313.4K | 0.02% | +117+23.7% | Added |
| Kellett Schaffner Wealth Advisors LLC | 613 | $314.5K | 0.31% | 00.0% | Unchanged |
| Montag A & Associates Inc | 615 | $315.2K | 0.02% | −43−6.5% | Reduced |
| Family Firm, Inc. | 615 | $315.4K | 0.09% | +37+6.4% | Added |
| Chicago Trust Co NA | 617 | $316.0K | 0.08% | −5−0.8% | Reduced |
| AdvisorNet Financial, Inc | 624 | $320.1K | 0.03% | +23+3.8% | Added |
| Washington Capital Management Inc | 625 | $320.6K | 0.30% | 00.0% | Unchanged |
| LVW Advisors, LLC | 627 | $321.6K | 0.07% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 629 | $322.7K | 0.00% | +73+13.1% | Added |
| FSM Wealth Advisors, LLC | 630 | $323.2K | 0.23% | +3+0.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 632 | $324.0K | 0.01% | −50−7.3% | Reduced |
| Shorepoint Capital Partners LLC | 635 | $326.0K | 0.09% | +635 | New |
| Jacobi Capital Management LLC | 638 | $327.3K | 0.04% | +52+8.9% | Added |
| Joel Isaacson & Co., LLC | 640 | $328.3K | 0.03% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 642 | $329.3K | 0.02% | −100−13.5% | Reduced |
| Baldwin Investment Management, LLC | 650 | $333.4K | 0.06% | −100−13.3% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 650 | $333.4K | 0.24% | +650 | New |