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 |
|---|---|---|---|---|---|
| Western Financial Corp | 1,656 | $849.6K | 0.55% | +1,656 | New |
| Compass Wealth Management LLC | 1,658 | $850.5K | 0.28% | +1,658 | New |
| Monarch Capital Management Inc | 1,671 | $857.2K | 0.26% | −100−5.6% | Reduced |
| Indie Asset Partners, LLC | 1,674 | $858.7K | 0.94% | −57−3.3% | Reduced |
| Mutual Advisors, LLC | 1,688 | $865.9K | 0.04% | +17+1.0% | Added |
| Global Trust Asset Management, LLC | 1,693 | $868.7K | 0.44% | −2−0.1% | Reduced |
| Bessemer Securities LLC | 1,694 | $869.0K | 0.39% | −341−16.8% | Reduced |
| Middleton & Co Inc | 1,700 | $872.0K | 0.13% | +500+41.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,701 | $872.6K | 0.20% | +106+6.6% | Added |
| Colonial River Wealth Management, LLC | 1,702 | $873.2K | 0.56% | −1−0.1% | Reduced |
| EP Wealth Advisors, LLC | 1,703 | $873.5K | 0.02% | +1,703 | New |
| McLean Asset Management Corp | 1,717 | $880.8K | 0.30% | +14+0.8% | Added |
| First National Bank of Hutchinson | 1,729 | $886.9K | 0.75% | 00.0% | Unchanged |
| Teza Capital Management LLC | 1,729 | $886.9K | 0.17% | +737+74.3% | Added |
| G&S Capital LLC | 1,740 | $892.6K | 0.40% | +971+126.3% | Added |
| Rehmann Capital Advisory Group | 1,740 | $893.0K | 0.09% | +76+4.6% | Added |
| Defined Wealth Management, LLC | 1,745 | $895.1K | 0.84% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 1,747 | $896.0K | 0.24% | +1,747 | New |
| Sigma Planning Corp | 1,747 | $896.4K | 0.03% | −367−17.4% | Reduced |
| Constitution Capital LLC | 1,750 | $897.7K | 0.55% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 1,756 | $900.6K | 0.05% | +3+0.2% | Added |
| Two Sigma Securities, LLC | 1,765 | $905.4K | 0.13% | −503−22.2% | Reduced |
| Dynamic Advisor Solutions LLC | 1,768 | $906.8K | 0.06% | +158+9.8% | Added |
| Signature Estate & Investment Advisors LLC | 1,808 | $928.0K | 0.03% | −4−0.2% | Reduced |
| Garde Capital, Inc. | 1,850 | $949.0K | 0.11% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,851 | $949.5K | 0.11% | +276+17.5% | Added |
| Semmax Financial Advisors Inc. | 1,985 | $955.0K | 0.38% | −10−0.5% | Reduced |
| Agf Management Ltd | 1,866 | $957.2K | 0.01% | +1,866 | New |
| Meiji Yasuda Life Insurance Co | 1,882 | $965.0K | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 1,891 | $969.8K | 0.02% | +320+20.4% | Added |
| Roundview Capital LLC | 1,893 | $971.1K | 0.11% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 1,894 | $971.6K | 0.21% | −50−2.6% | Reduced |
| Intact Investment Management Inc. | 1,900 | $974.6K | 0.04% | −500−20.8% | Reduced |
| Sanders Morris Harris LLC | 1,900 | $974.6K | 0.37% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 1,901 | $975.2K | 0.64% | +1,901 | New |
| Coastal Investment Advisors, Inc. | 1,905 | $977.2K | 0.24% | +15+0.8% | Added |
| First Pacific Advisors, LP | 1,915 | $982.3K | 0.02% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 1,918 | $984.0K | 0.03% | +914+91.0% | Added |
| Ronald Blue Trust, Inc. | 2,168 | $985.0K | 0.02% | +837+62.9% | Added |
| National Asset Management, Inc. | 1,932 | $991.3K | 0.03% | +169+9.6% | Added |
| King Wealth | 1,943 | $997.0K | 0.24% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 1,950 | $1.00M | 0.36% | −18−0.9% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 1,954 | $1.00M | 0.30% | −100−4.9% | Reduced |
| Jefferies Financial Group Inc. | 1,963 | $1.01M | 0.02% | +1,963 | New |
| Salomon & Ludwin, LLC | 1,970 | $1.01M | 0.13% | +78+4.1% | Added |
| 44 Wealth Management LLC | 1,974 | $1.01M | 0.35% | −497−20.1% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 1,975 | $1.01M | 0.09% | −420−17.5% | Reduced |
| Strategic Advisors LLC | 1,981 | $1.02M | 0.23% | −1−0.1% | Reduced |
| Mission Wealth Management, LP | 1,986 | $1.02M | 0.05% | +1,009+103.3% | Added |
| Baader Bank INC | 1,990 | $1.02M | 0.09% | −650−24.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 2,000 | $1.03M | 0.17% | 00.0% | Unchanged |
| Fiduciary Trust Co | 2,000 | $1.03M | 0.02% | +151+8.2% | Added |
| Verus Financial Partners, Inc. | 2,053 | $1.03M | 0.14% | −110−5.1% | Reduced |
| Hohimer Wealth Management, LLC | 2,011 | $1.03M | 0.33% | −132−6.2% | Reduced |
| Bremer Bank National Association | 2,019 | $1.04M | 0.20% | −50−2.4% | Reduced |
| Great Lakes Advisors, LLC | 20,207 | $1.04M | 0.06% | +911+4.7% | Added |
| Arden Trust Co | 2,028 | $1.04M | 0.21% | −158−7.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,041 | $1.05M | 0.16% | −11−0.5% | Reduced |
| Chicago Capital, LLC | 2,042 | $1.05M | 0.06% | 00.0% | Unchanged |
| Twin Capital Management Inc | 2,045 | $1.05M | 0.14% | −9−0.4% | Reduced |
| Ballentine Partners, LLC | 2,053 | $1.05M | 0.03% | +183+9.8% | Added |
| Busey Wealth Management | 2,060 | $1.06M | 0.05% | −9−0.4% | Reduced |
| Vanguard Capital Wealth Advisors | 2,066 | $1.06M | 1.23% | +5+0.2% | Added |
| Beacon Financial Group | 2,066 | $1.06M | 0.14% | +43+2.1% | Added |
| Sentry Investment Management LLC | 2,075 | $1.06M | 0.47% | +436+26.6% | Added |
| Massmutual Trust Co FSB | 2,077 | $1.06M | 0.04% | −1,234−37.3% | Reduced |
| Willner & Heller, LLC | 2,090 | $1.07M | 1.52% | −50−2.3% | Reduced |
| Resources Investment Advisors, LLC. | 2,093 | $1.07M | 0.03% | −40−1.9% | Reduced |
| Delphi Management Inc | 2,096 | $1.07M | 1.30% | +2,096 | New |
| Texas Yale Capital Corp. | 2,097 | $1.08M | 0.06% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 10,759 | $1.08M | 0.05% | +1,008+10.3% | Added |
| Asset Dedication, LLC | 2,104 | $1.08M | 0.11% | −93−4.2% | Reduced |
| Frisch Financial Group, Inc. | 2,116 | $1.08M | 0.41% | +5+0.2% | Added |
| Ameritas Advisory Services, LLC | 2,123 | $1.09M | 0.05% | +366+20.8% | Added |
| Indiana Trust & Investment Management CO | 2,123 | $1.09M | 0.61% | +334+18.7% | Added |
| Stableford Capital II LLC | 2,317 | $1.09M | 0.59% | −11−0.5% | Reduced |
| Algert Global LLC | 2,142 | $1.10M | 0.06% | +2,142 | New |
| Bard Financial Services, Inc. | 2,150 | $1.10M | 0.09% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,177 | $1.12M | 0.16% | −53−2.4% | Reduced |
| Change Path, LLC | 2,218 | $1.14M | 0.06% | +4+0.2% | Added |
| Daymark Wealth Partners, LLC | 2,225 | $1.14M | 0.20% | +2,225 | New |
| Romano Brothers and Company | 2,236 | $1.15M | 0.17% | −16−0.7% | Reduced |
| Quadrant Capital Group LLC | 2,236 | $1.15M | 0.13% | +174+8.4% | Added |
| SRN Advisors, LLC | 2,257 | $1.16M | 1.15% | +2,257 | New |
| Lombard Odier Asset Management (Switzerland) SA | 2,267 | $1.16M | 0.09% | +174+8.3% | Added |
| Perigon Wealth Management, LLC | 2,281 | $1.17M | 0.07% | +444+24.2% | Added |
| Venturi Wealth Management, LLC | 2,282 | $1.17M | 0.10% | +2,282 | New |
| ExodusPoint Capital Management, LP | 2,284 | $1.17M | 0.02% | −6,708−74.6% | Reduced |
| PKO Investment Management Joint-Stock Co | 2,300 | $1.18M | 0.17% | −700−23.3% | Reduced |
| Garrison Point Advisors, LLC | 2,300 | $1.18M | 0.96% | −400−14.8% | Reduced |
| Financial Counselors Inc | 2,312 | $1.19M | 0.03% | −158−6.4% | Reduced |
| Conning Inc. | 2,321 | $1.19M | 0.04% | −9−0.4% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 2,336 | $1.20M | 0.07% | +2,336 | New |
| Desjardins Global Asset Management Inc. | 2,343 | $1.20M | 0.19% | −358−13.3% | Reduced |
| Foster & Motley Inc | 2,350 | $1.21M | 0.10% | −64−2.7% | Reduced |
| Leonteq Securities AG | 2,362 | $1.21M | 0.06% | −138−5.5% | Reduced |
| Clearstead Advisors, LLC | 2,373 | $1.22M | 0.10% | +2+0.1% | Added |
| Souders Financial Advisors | 2,391 | $1.23M | 0.28% | +15+0.6% | Added |
| 9258 Wealth Management, LLC | 2,407 | $1.23M | 0.27% | +85+3.7% | Added |
| 1st Source Bank | 2,427 | $1.24M | 0.08% | 00.0% | Unchanged |