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 |
|---|---|---|---|---|---|
| Donaldson Capital Management, LLC | 2,445 | $1.25M | 0.06% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 2,464 | $1.26M | 0.14% | +2,464 | New |
| Wealthspire Advisors, LLC | 2,466 | $1.26M | 0.02% | +2,024+457.9% | Added |
| Pinnacle Associates Ltd | 2,485 | $1.27M | 0.03% | −27−1.1% | Reduced |
| Belpointe Asset Management LLC | 2,492 | $1.28M | 0.08% | −918−26.9% | Reduced |
| Principle Wealth Partners LLC | 2,500 | $1.28M | 0.15% | 00.0% | Unchanged |
| Regent Investment Management LLC | 2,515 | $1.29M | 0.35% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 2,528 | $1.30M | 1.49% | +385+18.0% | Added |
| TD Private Client Wealth LLC | 2,536 | $1.30M | 0.06% | −678−21.1% | Reduced |
| Meitav Dash Investments Ltd | 2,555 | $1.31M | 0.02% | −965−27.4% | Reduced |
| Lincoln National Corp | 2,559 | $1.31M | 0.03% | +156+6.5% | Added |
| Buffington Mohr McNeal | 2,564 | $1.32M | 0.31% | +2,564 | New |
| Bayesian Capital Management, LP | 2,584 | $1.33M | 0.19% | +2,584 | New |
| Fund Management at Engine No. 1 LLC | 2,629 | $1.35M | 0.33% | +321+13.9% | Added |
| SJS Investment Consulting Inc. | 2,643 | $1.36M | 0.40% | +1,958+285.8% | Added |
| Harbert Fund Advisors, Inc. | 2,650 | $1.36M | 1.17% | −3,550−57.3% | Reduced |
| Checchi Capital Advisers, LLC | 2,656 | $1.36M | 0.14% | −78−2.9% | Reduced |
| WBI Investments | 2,657 | $1.36M | 0.29% | +2,657 | New |
| Lido Advisors, LLC | 2,657 | $1.36M | 0.02% | +40+1.5% | Added |
| NVWM, LLC | 2,662 | $1.37M | 0.50% | +10+0.4% | Added |
| Insight Wealth Strategies, LLC | 2,665 | $1.37M | 0.26% | +41+1.6% | Added |
| Wolverine Trading, LLC | 2,669 | $1.37M | 0.02% | +879+49.1% | Added |
| Ameritas Investment Partners, Inc. | 2,915 | $1.39M | 0.06% | −72−2.4% | Reduced |
| Trust Asset Management LLC | 2,718 | $1.39M | 0.17% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,722 | $1.40M | 0.05% | 00.0% | Unchanged |
| Insight Inv LLC | 2,775 | $1.42M | 1.44% | −50−1.8% | Reduced |
| Pinnacle Financial Partners Inc | 2,785 | $1.43M | 0.04% | −115−4.0% | Reduced |
| Intellectus Partners, LLC | 2,806 | $1.44M | 0.50% | +1,051+59.9% | Added |
| Central Trust Co | 2,836 | $1.45M | 0.04% | −41−1.4% | Reduced |
| Western Wealth Management, LLC | 2,840 | $1.46M | 0.15% | −671−19.1% | Reduced |
| Cozad Asset Management Inc | 2,845 | $1.46M | 0.21% | −154−5.1% | Reduced |
| Stratos Wealth Advisors, LLC | 2,862 | $1.47M | 0.12% | +1,915+202.2% | Added |
| Foundations Investment Advisors, LLC | 2,873 | $1.47M | 0.06% | −2,296−44.4% | Reduced |
| Clarius Group, LLC | 2,879 | $1.48M | 0.13% | +73+2.6% | Added |
| Cunning Capital Partners, LP | 2,880 | $1.48M | 1.05% | +2,880 | New |
| Beverly Hills Private Wealth, LLC | 2,899 | $1.49M | 0.65% | +2,899 | New |
| Northwest & Ethical Investments L.P. | 2,915 | $1.50M | 0.05% | +1,120+62.4% | Added |
| Richwood Investment Advisors, LLC | 2,916 | $1.50M | 1.50% | −48−1.6% | Reduced |
| Genesee Capital Advisors, LLC | 2,917 | $1.50M | 1.11% | −208−6.7% | Reduced |
| Toroso Investments, LLC | 2,922 | $1.50M | 0.06% | −3,789−56.5% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,927 | $1.50M | 0.28% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 2,931 | $1.50M | 0.03% | +176+6.4% | Added |
| Institute for Wealth Management, LLC. | 2,946 | $1.51M | 0.32% | −71−2.4% | Reduced |
| Community Capital Management, Inc. | 2,950 | $1.51M | 1.96% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 2,956 | $1.52M | 0.10% | −992−25.1% | Reduced |
| Connectus Wealth, LLC | 2,955 | $1.52M | 0.04% | −292−9.0% | Reduced |
| Nations Financial Group Inc, | 2,972 | $1.52M | 0.17% | +2,972 | New |
| Bank of the West | 2,980 | $1.53M | 0.18% | −71−2.3% | Reduced |
| Ossiam | 2,982 | $1.53M | 0.04% | −924−23.7% | Reduced |
| Cigna Investments Inc | 2,985 | $1.53M | 0.32% | +20+0.7% | Added |
| PCJ Investment Counsel Ltd. | 3,000 | $1.54M | 0.67% | +3,000 | New |
| AIA Group Ltd | 3,011 | $1.54M | 0.09% | +2,023+204.8% | Added |
| Personal Capital Advisors Corp | 3,026 | $1.55M | 0.01% | +81+2.8% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 3,056 | $1.57M | 0.07% | −125−3.9% | Reduced |
| Peachtree Investment Partners, LLC | 3,067 | $1.57M | 0.96% | +30+1.0% | Added |
| Wealth Architects, LLC | 3,081 | $1.58M | 0.30% | +5+0.2% | Added |
| Global Retirement Partners, LLC | 3,087 | $1.58M | 0.11% | +153+5.2% | Added |
| Mount Yale Investment Advisors, LLC | 3,096 | $1.59M | 0.18% | +14+0.5% | Added |
| Steward Partners Investment Advisory, LLC | 3,153 | $1.62M | 0.03% | −532−14.4% | Reduced |
| Mach-1 Financial Group, Inc. | 3,166 | $1.62M | 0.76% | +3,154+26,283.3% | Added |
| Alpha DNA Investment Management LLC | 3,192 | $1.64M | 0.87% | +590+22.7% | Added |
| Leavell Investment Management, Inc. | 3,197 | $1.64M | 0.12% | 00.0% | Unchanged |
| Haverford Trust Co | 3,208 | $1.65M | 0.02% | −470−12.8% | Reduced |
| FDx Advisors, Inc. | 3,227 | $1.66M | 0.07% | +94+3.0% | Added |
| Sawtooth Solutions, LLC | 3,240 | $1.66M | 0.23% | +682+26.7% | Added |
| Copperleaf Capital, LLC | 3,256 | $1.67M | 1.92% | +81+2.6% | Added |
| Pitcairn Co | 3,257 | $1.67M | 0.17% | −40−1.2% | Reduced |
| Searle & Co. | 3,290 | $1.69M | 0.58% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,304 | $1.69M | 0.15% | −12−0.4% | Reduced |
| Apollon Wealth Management, LLC | 3,315 | $1.70M | 0.12% | +787+31.1% | Added |
| Trail Ridge Investment Advisors, LLC | 3,336 | $1.71M | 1.18% | 00.0% | Unchanged |
| World Equity Group, Inc. | 3,352 | $1.72M | 0.41% | −17−0.5% | Reduced |
| Dorsey Wright & Associates | 3,367 | $1.73M | 0.50% | +3,367 | New |
| Kornitzer Capital Management Inc | 3,375 | $1.73M | 0.04% | 00.0% | Unchanged |
| Beck Capital Management, LLC | 3,405 | $1.75M | 0.74% | +3,405 | New |
| Gofen & Glossberg LLC | 3,409 | $1.75M | 0.04% | −223−6.1% | Reduced |
| Miracle Mile Advisors, LLC | 3,427 | $1.76M | 0.06% | +257+8.1% | Added |
| Sumitomo Life Insurance Co | 3,431 | $1.76M | 0.13% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 3,433 | $1.76M | 0.06% | +25+0.7% | Added |
| Ibex Wealth Advisors | 3,452 | $1.77M | 0.40% | +3,452 | New |
| Qtron Investments LLC | 3,481 | $1.79M | 0.38% | +16+0.5% | Added |
| Empowered Funds, LLC | 3,485 | $1.79M | 0.12% | +480+16.0% | Added |
| Matisse Capital | 3,487 | $1.79M | 1.59% | +3,487 | New |
| Anchor Investment Management, LLC | 3,503 | $1.80M | 0.26% | +68+2.0% | Added |
| RMB Capital Management, LLC | 3,524 | $1.81M | 0.06% | −103−2.8% | Reduced |
| Moloney Securities Asset Management, LLC | 3,525 | $1.81M | 0.40% | +1,478+72.2% | Added |
| Wedbush Securities Inc | 3,533 | $1.81M | 0.10% | −498−12.4% | Reduced |
| Archford Capital Strategies, LLC | 3,555 | $1.82M | 0.42% | +67+1.9% | Added |
| Paralel Advisors LLC | 3,556 | $1.82M | 0.11% | +3,556 | New |
| Signaturefd, LLC | 3,583 | $1.84M | 0.05% | +405+12.7% | Added |
| Occudo Quantitative Strategies LP | 3,586 | $1.84M | 0.21% | +2,799+355.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,590 | $1.84M | 0.62% | −120−3.2% | Reduced |
| Cohen Klingenstein LLC | 3,600 | $1.85M | 0.09% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 3,603 | $1.85M | 1.09% | +31+0.9% | Added |
| Trustcore Financial Services, LLC | 3,635 | $1.86M | 0.16% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 3,675 | $1.88M | 0.69% | +235+6.8% | Added |
| CenterBook Partners LP | 3,732 | $1.91M | 0.32% | +1,000+36.6% | Added |
| Profund Advisors LLC | 3,748 | $1.92M | 0.12% | +55+1.5% | Added |
| Heartland Advisors Inc | 3,751 | $1.92M | 0.12% | +27+0.7% | Added |
| Granite Harbor Advisors, Inc. | 3,761 | $1.93M | 1.96% | +3,761 | New |