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 |
|---|---|---|---|---|---|
| Cardiff Park Advisors, LLC | 1,128 | $578.6K | 0.08% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 1,156 | $593.0K | 0.23% | +44+4.0% | Added |
| Alpha Omega Wealth Management LLC | 1,167 | $598.7K | 0.11% | 00.0% | Unchanged |
| PFS Investments Inc. | 1,169 | $600.0K | 0.01% | +68+6.2% | Added |
| Burns Matteson Capital Management, LLC | 1,173 | $601.7K | 0.40% | +1,173 | New |
| Asahi Life Asset Management Co., Ltd. | 1,175 | $602.7K | 0.20% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 1,183 | $607.0K | 0.03% | +59+5.2% | Added |
| Pathway Financial Advisers, LLC | 1,184 | $607.5K | 0.25% | +1,184 | New |
| Headlands Technologies LLC | 1,190 | $610.0K | 0.48% | +1,190 | New |
| Stiles Financial Services Inc | 1,195 | $613.2K | 0.35% | −17−1.4% | Reduced |
| First Western Trust Bank | 1,200 | $615.6K | 0.04% | +61+5.4% | Added |
| CX Institutional | 1,202 | $616.4K | 0.04% | +242+25.2% | Added |
| Prelude Capital Management, LLC | 1,203 | $617.1K | 0.04% | +1,203 | New |
| Truvestments Capital LLC | 1,208 | $619.9K | 0.35% | −2,892−70.5% | Reduced |
| KFG Wealth Management, LLC | 1,214 | $622.7K | 0.64% | +1,214 | New |
| Ellevest, Inc. | 1,220 | $625.8K | 0.05% | +57+4.9% | Added |
| Bedel Financial Consulting, Inc. | 1,227 | $629.4K | 0.16% | 00.0% | Unchanged |
| Accredited Investors Inc. | 1,232 | $632.0K | 0.05% | −3−0.2% | Reduced |
| RSM US Wealth Management LLC | 1,332 | $635.4K | 0.03% | +1,332 | New |
| City Holding Co | 1,250 | $641.2K | 0.12% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 1,254 | $643.3K | 0.12% | −97−7.2% | Reduced |
| Penserra Capital Management LLC | 1,259 | $645.0K | 0.01% | +100+8.6% | Added |
| Arkadios Wealth Advisors | 1,258 | $645.4K | 0.09% | +125+11.0% | Added |
| Hurlow Wealth Management Group, Inc. | 1,260 | $646.3K | 0.34% | −98−7.2% | Reduced |
| JSF Financial, LLC | 1,260 | $646.4K | 0.24% | +1,260 | New |
| Signet Financial Management, LLC | 1,269 | $651.0K | 0.12% | −17−1.3% | Reduced |
| Prospera Financial Services Inc | 1,270 | $651.9K | 0.03% | +223+21.3% | Added |
| Axxcess Wealth Management, LLC | 1,275 | $654.0K | 0.05% | +1,275 | New |
| Summit X, LLC | 1,356 | $655.4K | 0.19% | −234−14.7% | Reduced |
| Pettinga Financial Advisors, LLC | 1,280 | $656.6K | 0.21% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,297 | $665.3K | 0.12% | +67+5.4% | Added |
| Merit Financial Group, LLC | 1,310 | $671.9K | 0.02% | +70+5.6% | Added |
| IFP Advisors, Inc | 2,897 | $672.0K | 0.02% | −52−1.8% | Reduced |
| Alps Advisors Inc | 1,323 | $678.7K | 0.01% | −73−5.2% | Reduced |
| Wealth Alliance | 1,323 | $679.0K | 0.12% | −107−7.5% | Reduced |
| Laurel Wealth Advisors, Inc. | 1,332 | $683.0K | 0.07% | −16−1.2% | Reduced |
| NorthRock Partners, LLC | 1,334 | $684.2K | 0.08% | +204+18.1% | Added |
| Northern Financial Advisors Inc | 1,335 | $684.8K | 0.77% | +1,335 | New |
| CFO4Life Group, LLC | 1,340 | $687.4K | 0.15% | −3−0.2% | Reduced |
| CFO4Life, L.P. | 1,340 | $687.4K | 0.15% | +1,340 | New |
| Northeast Investment Management | 1,347 | $691.0K | 0.04% | +363+36.9% | Added |
| Personal Cfo Solutions, LLC | 1,359 | $696.9K | 0.15% | −246−15.3% | Reduced |
| Wealth Management Associates, Inc. | 1,360 | $697.7K | 0.46% | +55+4.2% | Added |
| Douglass Winthrop Advisors, LLC | 1,361 | $698.0K | 0.02% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,365 | $700.0K | 0.39% | 00.0% | Unchanged |
| Windsor Group LTD | 1,477 | $702.0K | 0.15% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,477 | $702.3K | 0.11% | +155+11.7% | Added |
| Dean Investment Associates, LLC | 1,373 | $704.3K | 0.12% | −17−1.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,383 | $709.4K | 0.13% | +96+7.5% | Added |
| Toth Financial Advisory Corp | 1,399 | $717.5K | 0.12% | +1,315+1,565.5% | Added |
| Shufro Rose & Co LLC | 1,400 | $718.2K | 0.06% | −12−0.8% | Reduced |
| Quent Capital, LLC | 1,400 | $718.6K | 0.13% | +40+2.9% | Added |
| Keystone Financial Group | 1,402 | $718.9K | 0.14% | +1+0.1% | Added |
| Brookstone Capital Management | 1,521 | $723.3K | 0.01% | −140−8.4% | Reduced |
| Eqis Capital Management, Inc. | 1,411 | $724.0K | 0.08% | +13+0.9% | Added |
| Bridges Investment Management Inc | 1,425 | $731.0K | 0.03% | 00.0% | Unchanged |
| Jump Financial, LLC | 1,426 | $731.5K | 0.04% | −7,229−83.5% | Reduced |
| Mission Creek Capital Partners, Inc. | 1,431 | $733.9K | 0.26% | −65−4.3% | Reduced |
| Compagnie Lombard Odier SCmA | 1,437 | $738.0K | 0.02% | +237+19.8% | Added |
| Plancorp, LLC | 1,447 | $742.3K | 0.04% | +3+0.2% | Added |
| Aaron Wealth Advisors | 1,449 | $743.3K | 0.11% | −41−2.8% | Reduced |
| Private Trust Co NA | 1,462 | $750.0K | 0.11% | −43−2.9% | Reduced |
| J. W. Coons Advisors, LLC | 1,468 | $753.0K | 0.22% | −199−11.9% | Reduced |
| Salem Investment Counselors Inc | 1,468 | $753.0K | 0.03% | −157−9.7% | Reduced |
| Evermay Wealth Management LLC | 1,470 | $754.1K | 0.15% | +14+1.0% | Added |
| Ascent Group, LLC | 1,478 | $758.2K | 0.09% | −25−1.7% | Reduced |
| RFG Advisory, LLC | 1,594 | $761.5K | 0.04% | −287−15.3% | Reduced |
| Wesbanco Bank Inc | 1,497 | $768.0K | 0.03% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 1,500 | $769.5K | 0.24% | +18+1.2% | Added |
| Brasada Capital Management, LP | 1,500 | $769.5K | 0.18% | +1,500 | New |
| Everhart Financial Group, Inc. | 1,500 | $769.6K | 0.39% | +161+12.0% | Added |
| Stony Point Wealth Management Inc. | 1,501 | $770.1K | 0.43% | −125−7.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,504 | $771.5K | 0.12% | −36−2.3% | Reduced |
| WESPAC Advisors SoCal, LLC | 1,510 | $774.7K | 0.29% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 1,511 | $775.1K | 0.40% | +40+2.7% | Added |
| Schechter Investment Advisors, LLC | 1,513 | $776.1K | 0.07% | +18+1.2% | Added |
| Hillsdale Investment Management Inc. | 1,514 | $776.6K | 0.07% | −80−5.0% | Reduced |
| Taylor Hoffman Wealth Management | 1,514 | $776.6K | 0.48% | −362−19.3% | Reduced |
| Harbor Investment Advisory, LLC | 1,516 | $777.7K | 0.12% | −158−9.4% | Reduced |
| PEAK6 Investments LLC | 1,517 | $777.9K | 0.04% | +1,514+50,466.7% | Added |
| Shelton Capital Management | 1,522 | $780.7K | 0.08% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 1,537 | $788.7K | 0.03% | +34+2.3% | Added |
| Kingsview Wealth Management, LLC | 1,550 | $795.1K | 0.03% | +33+2.2% | Added |
| Northwest Bancshares, Inc. | 1,558 | $799.2K | 0.16% | −190−10.9% | Reduced |
| Tobam | 1,573 | $807.0K | 0.05% | +136+9.5% | Added |
| XTX Topco Ltd | 1,576 | $808.4K | 0.17% | +1,576 | New |
| Hollencrest Capital Management | 1,584 | $812.5K | 0.10% | +528+50.0% | Added |
| Prudent Man Advisors, LLC | 1,590 | $816.0K | 0.33% | +6+0.4% | Added |
| DGS Capital Management, LLC | 1,594 | $817.8K | 0.53% | +123+8.4% | Added |
| Systematic Alpha Investments, LLC | 1,597 | $819.2K | 0.04% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 1,605 | $823.4K | 0.23% | +1,605 | New |
| Level Four Advisory Services, LLC | 1,606 | $823.8K | 0.06% | +459+40.0% | Added |
| HF Advisory Group, LLC | 1,611 | $826.2K | 0.84% | +1,611 | New |
| TKG Advisors, LLC | 1,612 | $826.8K | 0.54% | +805+99.8% | Added |
| Community Bank, N.A. | 1,613 | $827.4K | 0.12% | −25−1.5% | Reduced |
| Proequities, Inc. | 1,613 | $827.5K | 0.07% | +1,613 | New |
| Brogan Financial, Inc. | 1,635 | $838.7K | 0.75% | +1,635 | New |
| Thomasville National Bank | 1,640 | $841.0K | 0.10% | +40+2.5% | Added |
| Terry L. Blaker | 1,651 | $846.9K | 0.08% | −158−8.7% | Reduced |
| Integrated Wealth Concepts LLC | 1,655 | $849.0K | 0.02% | +132+8.7% | Added |