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 |
|---|---|---|---|---|---|
| Fort, L.P. | 847 | $434.5K | 0.66% | −314−27.0% | Reduced |
| OneAscent Wealth Management LLC | 852 | $437.0K | 0.21% | −203−19.2% | Reduced |
| Harbor Group, Inc. | 852 | $437.1K | 0.28% | −20−2.3% | Reduced |
| Horizon Bancorp Inc | 854 | $438.0K | 0.25% | +854 | New |
| HM Payson & Co | 854 | $438.1K | 0.01% | +165+23.9% | Added |
| Boston Common Asset Management, LLC | 856 | $439.0K | 0.02% | +17+2.0% | Added |
| Arista Wealth Management, LLC | 858 | $440.1K | 0.28% | +858 | New |
| Keel Point, LLC | 858 | $440.2K | 0.07% | +45+5.5% | Added |
| Harbour Investments, Inc. | 859 | $440.8K | 0.03% | +115+15.5% | Added |
| Aspiriant, LLC | 862 | $442.2K | 0.02% | +276+47.1% | Added |
| Lifeworks Advisors, LLC | 864 | $443.2K | 0.25% | −391−31.2% | Reduced |
| Stoneridge Investment Partners LLC | 872 | $447.0K | 0.25% | +872 | New |
| Humankind Investments LLC | 875 | $448.8K | 0.19% | +18+2.1% | Added |
| Summit Trail Advisors, LLC | 875 | $448.9K | 0.02% | +153+21.2% | Added |
| Glenview Trust Co | 879 | $450.9K | 0.01% | +64+7.9% | Added |
| Hilltop Partners LLC | 884 | $453.5K | 0.24% | +884 | New |
| First Light Asset Management, LLC | 886 | $454.5K | 0.04% | −358−28.8% | Reduced |
| Arlington Partners LLC | 887 | $455.0K | 0.07% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,007 | $457.0K | 0.03% | 00.0% | Unchanged |
| Ninepoint Partners LP | 890 | $457.0K | 0.06% | +890 | New |
| HFG Advisors, Inc. | 892 | $457.3K | 0.54% | +2+0.2% | Added |
| Capital Investment Advisors, LLC | 895 | $459.0K | 0.01% | +221+32.8% | Added |
| Virtue Capital Management, LLC | 897 | $460.1K | 0.07% | +228+34.1% | Added |
| Client 1st Advisory Group, LLC | 898 | $460.6K | 0.27% | −5−0.6% | Reduced |
| Gladstone Institutional Advisory LLC | 899 | $461.4K | 0.03% | −114−11.3% | Reduced |
| Basso Capital Management, L.P. | 900 | $461.7K | 0.50% | +900 | New |
| Horan Securities, Inc. | 901 | $462.2K | 0.26% | 00.0% | Unchanged |
| First County Bank | 903 | $463.2K | 0.22% | +903 | New |
| Wealth Advisory Solutions, LLC | 912 | $467.8K | 0.13% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 912 | $467.8K | 0.40% | +171+23.1% | Added |
| Column Capital Advisors, LLC | 912 | $467.9K | 0.08% | +44+5.1% | Added |
| Cassady Schiller Wealth Management, LLC | 916 | $469.9K | 0.29% | −72−7.3% | Reduced |
| American Trust | 917 | $470.4K | 0.04% | −111−10.8% | Reduced |
| Global Assets Advisory, LLC | 921 | $472.3K | 0.50% | −379−29.2% | Reduced |
| Venture Visionary Partners LLC | 930 | $477.2K | 0.03% | −119−11.3% | Reduced |
| GSB Wealth Management, LLC | 931 | $477.3K | 0.17% | −8−0.9% | Reduced |
| Telemus Capital, LLC | 1,009 | $479.8K | 0.04% | +101+11.1% | Added |
| Exchange Traded Concepts, LLC | 936 | $480.1K | 0.01% | −196−17.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 937 | $480.7K | 0.16% | +19+2.1% | Added |
| Everett Harris & Co | 938 | $481.0K | 0.01% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 939 | $482.0K | 1.35% | 00.0% | Unchanged |
| SRB Corp | 940 | $482.0K | 0.03% | +58+6.6% | Added |
| LS Investment Advisors, LLC | 940 | $482.2K | 0.09% | +940 | New |
| We Are One Seven, LLC | 945 | $484.8K | 0.05% | −295−23.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 951 | $487.8K | 0.01% | −4−0.4% | Reduced |
| Evergreen Capital Management LLC | 951 | $487.8K | 0.02% | +221+30.3% | Added |
| Bartlett & Co. LLC | 951 | $488.0K | 0.01% | −4−0.4% | Reduced |
| Oxbow Advisors, LLC | 953 | $488.9K | 0.09% | −533−35.9% | Reduced |
| Holderness Investments Co | 953 | $488.9K | 0.21% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 955 | $489.9K | 0.05% | −266−21.8% | Reduced |
| OneAscent Financial Services LLC | 957 | $491.0K | 0.21% | +117+13.9% | Added |
| Patton Albertson Miller Group, LLC | 958 | $491.4K | 0.09% | −90−8.6% | Reduced |
| SG Americas Securities, LLC | 960 | $492.0K | 0.01% | −161,162−99.4% | Reduced |
| Bell Investment Advisors, Inc | 966 | $495.4K | 0.12% | +820+561.6% | Added |
| Fiera Capital Corp | 973 | $499.1K | 0.00% | +973 | New |
| Charter Trust Co | 975 | $500.1K | 0.04% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 976 | $500.7K | 0.53% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 980 | $503.0K | 0.05% | +4+0.4% | Added |
| Gryphon Financial Partners LLC | 981 | $503.4K | 0.12% | −165−14.4% | Reduced |
| Monument Capital Management | 983 | $504.3K | 0.17% | +12+1.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 989 | $507.0K | 0.00% | −575−36.8% | Reduced |
| PDS Planning, Inc | 995 | $510.4K | 0.08% | −35−3.4% | Reduced |
| Sherbrooke Park Advisers LLC | 1,000 | $513.0K | 0.38% | +1,000 | New |
| Vise Technologies, Inc. | 1,010 | $518.1K | 0.16% | +25+2.5% | Added |
| Hengehold Capital Management LLC | 1,014 | $520.3K | 0.07% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,015 | $520.5K | 0.63% | +71+7.5% | Added |
| Wealthcare Advisory Partners LLC | 1,020 | $523.2K | 0.02% | +77+8.2% | Added |
| Larson Financial Group LLC | 1,024 | $525.1K | 0.06% | −20−1.9% | Reduced |
| PBMares Wealth Management LLC | 1,026 | $526.2K | 0.21% | +102+11.0% | Added |
| Owen LaRue, LLC | 1,084 | $526.2K | 0.57% | +1,084 | New |
| TriaGen Wealth Management LLC | 1,036 | $531.4K | 0.30% | +59+6.0% | Added |
| EverSource Wealth Advisors, LLC | 1,037 | $532.0K | 0.08% | −117−10.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,040 | $533.0K | 0.40% | 00.0% | Unchanged |
| Capital Financial Planning, LLC | 1,040 | $533.3K | 0.22% | +3+0.3% | Added |
| First National Bank of South Miami | 1,042 | $535.0K | 0.40% | −30−2.8% | Reduced |
| Kapstone Financial Advisors LLC | 1,114 | $535.4K | 0.49% | +1,114 | New |
| Weinberger Asset Management, Inc | 1,044 | $535.5K | 0.33% | +3+0.3% | Added |
| Baker Tilly Wealth Management, LLC | 1,047 | $537.1K | 0.07% | −3−0.3% | Reduced |
| Basepoint Wealth LLC | 1,049 | $537.9K | 0.48% | −97−8.5% | Reduced |
| Campion Asset Management LLC | 1,050 | $538.6K | 0.53% | −35−3.2% | Reduced |
| J.W. Cole Advisors, Inc. | 1,056 | $541.8K | 0.04% | −2−0.2% | Reduced |
| Cim Investment Mangement Inc | 1,059 | $543.2K | 0.21% | −31−2.8% | Reduced |
| Capital Investment Advisory Services, LLC | 1,062 | $544.8K | 0.06% | −328−23.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,063 | $545.3K | 0.05% | −90−7.8% | Reduced |
| Country Club Bank | 1,067 | $547.3K | 0.05% | +65+6.5% | Added |
| JGP Global Gestao de Recursos Ltda. | 1,071 | $549.0K | 0.39% | −2−0.2% | Reduced |
| AXS Investments LLC | 1,071 | $549.4K | 0.20% | +1+0.1% | Added |
| Moors & Cabot, Inc. | 1,071 | $549.4K | 0.04% | +527+96.9% | Added |
| Prestige Wealth Management Group LLC | 1,077 | $552.5K | 0.14% | −558−34.1% | Reduced |
| Graypoint LLC | 1,079 | $553.7K | 0.07% | −6−0.6% | Reduced |
| Park National Corp | 1,080 | $554.0K | 0.02% | −19−1.7% | Reduced |
| JB Capital LLC | 1,099 | $563.7K | 0.06% | −107−8.9% | Reduced |
| Moreno Evelyn V | 1,099 | $563.8K | 0.13% | 00.0% | Unchanged |
| Dodge & Cox | 1,100 | $564.3K | 0.00% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 1,103 | $565.8K | 0.48% | +1,103 | New |
| Sound View Wealth Advisors Group, LLC | 1,204 | $567.7K | 0.06% | +75+6.6% | Added |
| Herold Advisors, Inc. | 1,114 | $571.6K | 0.24% | +130+13.2% | Added |
| United Community Bank | 1,115 | $572.0K | 0.55% | +5+0.5% | Added |
| Sutton Wealth Advisors Inc. | 1,122 | $575.6K | 0.22% | +14+1.3% | Added |
| Farmers Trust Co | 1,126 | $578.0K | 0.13% | −62−5.2% | Reduced |