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 |
|---|---|---|---|---|---|
| Affinity Investment Advisors, LLC | 651 | $333.9K | 0.15% | −120−15.6% | Reduced |
| Cassia Capital Partners, LLC | 651 | $333.9K | 0.27% | +651 | New |
| Veracity Capital LLC | 652 | $334.3K | 0.16% | +70+12.0% | Added |
| Legacy Financial Advisors, Inc. | 652 | $334.4K | 0.07% | +113+21.0% | Added |
| SRS Capital Advisors, Inc. | 656 | $336.6K | 0.05% | +50+8.3% | Added |
| Woodstock Corp | 661 | $339.1K | 0.05% | −8−1.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 663 | $340.1K | 0.03% | −19−2.8% | Reduced |
| Jackson Square Partners, LLC | 663 | $340.1K | 0.01% | +663 | New |
| InTrack Investment Management Inc | 665 | $341.1K | 0.34% | +665 | New |
| Stanley-Laman Group, Ltd. | 666 | $341.6K | 0.07% | −466−41.2% | Reduced |
| E Fund Management Co., Ltd. | 666 | $342.0K | 0.03% | −75−10.1% | Reduced |
| InterOcean Capital Group, LLC | 667 | $342.1K | 0.01% | +16+2.5% | Added |
| CWM Advisors, LLC | 667 | $342.2K | 0.04% | +24+3.7% | Added |
| Court Place Advisors, LLC | 667 | $342.2K | 0.12% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 668 | $342.7K | 0.03% | −104−13.5% | Reduced |
| First City Capital Management, Inc. | 672 | $344.7K | 0.21% | 00.0% | Unchanged |
| First Bank & Trust | 673 | $345.0K | 0.10% | +20+3.1% | Added |
| Reston Wealth Management LLC | 681 | $349.4K | 0.19% | +2+0.3% | Added |
| Atlantic Union Bankshares Corp | 683 | $350.4K | 0.04% | −17−2.4% | Reduced |
| Essex Savings Bank | 684 | $350.9K | 0.12% | +95+16.1% | Added |
| Avantax Planning Partners, Inc. | 686 | $351.9K | 0.01% | −81−10.6% | Reduced |
| Summit Financial Group Inc | 688 | $353.0K | 0.14% | −51−6.9% | Reduced |
| Cypress Capital Group | 693 | $355.5K | 0.05% | +693 | New |
| Berger Financial Group, Inc | 693 | $355.7K | 0.05% | −49−6.6% | Reduced |
| First Horizon Advisors, Inc. | 694 | $356.0K | 0.01% | −8−1.1% | Reduced |
| Jackson Square Capital, LLC | 694 | $356.0K | 0.17% | −62−8.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 694 | $356.0K | 0.00% | 00.0% | Unchanged |
| Adams Wealth Management | 695 | $356.5K | 0.13% | −6−0.9% | Reduced |
| Fort Point Capital Partners LLC | 696 | $357.0K | 0.06% | +5+0.7% | Added |
| Sierra Capital LLC | 704 | $361.0K | 0.06% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 708 | $363.2K | 0.00% | +122+20.8% | Added |
| Circle Wealth Management, LLC | 711 | $364.7K | 0.06% | −116−14.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 712 | $365.2K | 0.07% | +712 | New |
| Samalin Investment Counsel, LLC | 714 | $366.5K | 0.23% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 715 | $366.8K | 0.03% | 00.0% | Unchanged |
| Zhang Financial LLC | 715 | $366.8K | 0.05% | +87+13.9% | Added |
| Stevens Capital Management LP | 716 | $367.0K | 0.23% | +716 | New |
| Dakota Wealth Management | 717 | $367.8K | 0.03% | +271+60.8% | Added |
| Concord Wealth Partners | 719 | $368.6K | 0.11% | −154−17.6% | Reduced |
| First National Trust Co | 727 | $372.9K | 0.02% | +20+2.8% | Added |
| Arete Wealth Advisors, LLC | 732 | $375.5K | 0.03% | −263−26.4% | Reduced |
| Brandywine Oak Private Wealth LLC | 735 | $377.0K | 0.05% | −76−9.4% | Reduced |
| Thrive Wealth Management, LLC | 737 | $378.0K | 0.11% | +7+1.0% | Added |
| JT Stratford LLC | 740 | $379.6K | 0.12% | +740 | New |
| Meridian Wealth Management, LLC | 742 | $380.6K | 0.04% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 762 | $381.1K | 0.01% | +262+52.4% | Added |
| SevenBridge Financial Group, LLC | 744 | $381.7K | 0.11% | +109+17.2% | Added |
| Convergence Investment Partners, LLC | 745 | $382.2K | 0.23% | −75−9.1% | Reduced |
| Valley National Advisers Inc | 803 | $385.0K | 0.07% | −31−3.7% | Reduced |
| Echo Street Capital Management LLC | 755 | $387.3K | 0.00% | +755 | New |
| Sendero Wealth Management, LLC | 756 | $387.8K | 0.14% | −143−15.9% | Reduced |
| CBOE Vest Financial, LLC | 756 | $387.8K | 0.06% | +756 | New |
| Altfest L J & Co Inc | 756 | $388.0K | 0.06% | +1+0.1% | Added |
| Five Oceans Advisors | 758 | $388.8K | 0.27% | −32−4.1% | Reduced |
| Capital Management Corp | 760 | $389.9K | 0.10% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 763 | $391.4K | 0.32% | −104−12.0% | Reduced |
| Zions Bancorporation, N.A. | 763 | $391.4K | 0.03% | +161+26.7% | Added |
| Atlas Private Wealth Advisors | 763 | $391.4K | 0.21% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 763 | $391.5K | 0.09% | −24−3.0% | Reduced |
| Tandem Investment Advisors, Inc. | 765 | $392.0K | 0.02% | −25−3.2% | Reduced |
| Ridgecrest Wealth Partners, LLC | 765 | $392.4K | 0.30% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 766 | $393.0K | 0.45% | +64+9.1% | Added |
| IHT Wealth Management, LLC | 775 | $397.3K | 0.03% | +43+5.9% | Added |
| Financial Advisory Group | 775 | $398.0K | 0.08% | −173−18.2% | Reduced |
| Glassman Wealth Services | 776 | $398.1K | 0.07% | +7+0.9% | Added |
| Aldebaran Financial Inc. | 779 | $399.4K | 0.44% | +1+0.1% | Added |
| International Assets Investment Management, LLC | 779 | $399.5K | 0.04% | +305+64.3% | Added |
| Jackson Creek Investment Advisors LLC | 781 | $401.0K | 0.18% | +781 | New |
| Geller Advisors LLC | 782 | $401.1K | 0.07% | −27−3.3% | Reduced |
| Cohen & Steers, Inc. | 784 | $402.0K | 0.00% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 785 | $402.7K | 0.20% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 785 | $402.7K | 0.09% | +25+3.3% | Added |
| Financial Enhancement Group LLC | 834 | $403.3K | 0.08% | +136+19.5% | Added |
| Marotta Asset Management | 791 | $405.8K | 0.10% | +54+7.3% | Added |
| Atlantic Trust, LLC | 792 | $406.0K | 0.14% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 793 | $406.8K | 0.07% | +239+43.1% | Added |
| Halbert Hargrove Global Advisors, LLC | 796 | $408.4K | 0.03% | −83−9.4% | Reduced |
| BSW Wealth Partners | 799 | $410.0K | 0.09% | −11−1.4% | Reduced |
| Meyer Handelman Co | 800 | $410.4K | 0.02% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 800 | $410.4K | 0.31% | +9+1.1% | Added |
| Strategic Blueprint, LLC | 800 | $410.6K | 0.05% | +6+0.8% | Added |
| Legacy Advisors, LLC | 801 | $410.9K | 0.08% | +42+5.5% | Added |
| Prime Capital Investment Advisors, LLC | 805 | $412.9K | 0.02% | +98+13.9% | Added |
| Atlas Wealth LLC | 810 | $415.5K | 0.11% | +810 | New |
| Good Life Advisors, LLC | 813 | $417.5K | 0.06% | +2+0.2% | Added |
| Private Advisory Group LLC | 814 | $417.6K | 0.09% | +17+2.1% | Added |
| Dover Advisors, LLC | 815 | $418.1K | 0.45% | +815 | New |
| Evercore Wealth Management, LLC | 817 | $419.1K | 0.01% | −73−8.2% | Reduced |
| ASB Consultores, LLC | 818 | $419.6K | 0.17% | +86+11.7% | Added |
| Waterfront Wealth Inc. | 853 | $420.3K | 0.14% | −702−45.1% | Reduced |
| Advisors Capital Management, LLC | 821 | $421.0K | 0.01% | −13−1.6% | Reduced |
| Valmark Advisers, Inc. | 822 | $421.6K | 0.01% | +9+1.1% | Added |
| Warren Averett Asset Management, LLC | 826 | $423.5K | 0.02% | +18+2.2% | Added |
| Brown Brothers Harriman & Co | 829 | $425.3K | 0.00% | −239−22.4% | Reduced |
| Ascent Wealth Partners, LLC | 829 | $425.3K | 0.09% | −160−16.2% | Reduced |
| Royal Fund Management, LLC | 832 | $426.8K | 0.07% | +360+76.3% | Added |
| Bradley Foster & Sargent Inc | 836 | $428.8K | 0.01% | −375−31.0% | Reduced |
| Pacer Advisors, Inc. | 839 | $430.4K | 0.00% | −848−50.3% | Reduced |
| Childress Capital Advisors, LLC | 839 | $430.4K | 0.14% | −8−0.9% | Reduced |
| Whalerock Point Partners, LLC | 845 | $433.5K | 0.18% | 00.0% | Unchanged |