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
- 1,550
- +130 vs. Q3 2022
- Shares held
- 213.0M
- +115.2K (+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
- 561 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 | 1,702 | $107.2B |
| Q2 2024 | 1,712 | $112.7B |
| Q1 2024 | 1,672 | $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 | 1,550 | $108.8B |
| Q3 2022 | 1,448 | $97.0B |
| Q2 2022 | 1,443 | $103.2B |
| Q1 2022 | 1,423 | $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 |
|---|---|---|---|---|---|
| Shufro Rose & Co LLC | 1,400 | $718.2K | 0.06% | −12−0.8% | Reduced |
| Toth Financial Advisory Corp | 1,399 | $717.5K | 0.12% | +1,315+1,565.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,383 | $709.4K | 0.13% | +96+7.5% | Added |
| Dean Investment Associates, LLC | 1,373 | $704.3K | 0.12% | −17−1.2% | Reduced |
| Wedmont Private Capital | 1,477 | $702.3K | 0.11% | +155+11.7% | Added |
| Windsor Group LTD | 1,477 | $702.0K | 0.15% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,365 | $700.0K | 0.39% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,361 | $698.0K | 0.02% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,360 | $697.7K | 0.46% | +55+4.2% | Added |
| Personal Cfo Solutions, LLC | 1,359 | $696.9K | 0.15% | −246−15.3% | Reduced |
| Northeast Investment Management | 1,347 | $691.0K | 0.04% | +363+36.9% | Added |
| 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 |
| Northern Financial Advisors Inc | 1,335 | $684.8K | 0.77% | +1,335 | New |
| NorthRock Partners, LLC | 1,334 | $684.2K | 0.08% | +204+18.1% | Added |
| Laurel Wealth Advisors, Inc. | 1,332 | $683.0K | 0.07% | −16−1.2% | Reduced |
| Wealth Alliance | 1,323 | $679.0K | 0.12% | −107−7.5% | Reduced |
| Alps Advisors Inc | 1,323 | $678.7K | 0.01% | −73−5.2% | Reduced |
| IFP Advisors, Inc | 2,897 | $672.0K | 0.02% | −52−1.8% | Reduced |
| Merit Financial Group, LLC | 1,310 | $671.9K | 0.02% | +70+5.6% | Added |
| Continuum Advisory, LLC | 1,297 | $665.3K | 0.12% | +67+5.4% | Added |
| Pettinga Financial Advisors, LLC | 1,280 | $656.6K | 0.21% | 00.0% | Unchanged |
| Summit X, LLC | 1,356 | $655.4K | 0.19% | −234−14.7% | Reduced |
| Axxcess Wealth Management, LLC | 1,275 | $654.0K | 0.05% | +1,275 | New |
| Prospera Financial Services Inc | 1,270 | $651.9K | 0.03% | +223+21.3% | Added |
| Signet Financial Management, LLC | 1,269 | $651.0K | 0.12% | −17−1.3% | Reduced |
| JSF Financial, LLC | 1,260 | $646.4K | 0.24% | +1,260 | New |
| Hurlow Wealth Management Group, Inc. | 1,260 | $646.3K | 0.34% | −98−7.2% | Reduced |
| Arkadios Wealth Advisors | 1,258 | $645.4K | 0.09% | +125+11.0% | Added |
| Penserra Capital Management LLC | 1,259 | $645.0K | 0.01% | +100+8.6% | Added |
| Cable Hill Partners, LLC | 1,254 | $643.3K | 0.12% | −97−7.2% | Reduced |
| City Holding Co | 1,250 | $641.2K | 0.12% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,332 | $635.4K | 0.03% | +1,332 | New |
| Accredited Investors Inc. | 1,232 | $632.0K | 0.05% | −3−0.2% | Reduced |
| Bedel Financial Consulting, Inc. | 1,227 | $629.4K | 0.16% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,220 | $625.8K | 0.05% | +57+4.9% | Added |
| KFG Wealth Management, LLC | 1,214 | $622.7K | 0.64% | +1,214 | New |
| Truvestments Capital LLC | 1,208 | $619.9K | 0.35% | −2,892−70.5% | Reduced |
| Prelude Capital Management, LLC | 1,203 | $617.1K | 0.04% | +1,203 | New |
| CX Institutional | 1,202 | $616.4K | 0.04% | +242+25.2% | Added |
| First Western Trust Bank | 1,200 | $615.6K | 0.04% | +61+5.4% | Added |
| Stiles Financial Services Inc | 1,195 | $613.2K | 0.35% | −17−1.4% | Reduced |
| Headlands Technologies LLC | 1,190 | $610.0K | 0.48% | +1,190 | New |
| Pathway Financial Advisers, LLC | 1,184 | $607.5K | 0.25% | +1,184 | New |
| Fulton Bank, N.A. | 1,183 | $607.0K | 0.03% | +59+5.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,175 | $602.7K | 0.20% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 1,173 | $601.7K | 0.40% | +1,173 | New |
| PFS Investments Inc. | 1,169 | $600.0K | 0.01% | +68+6.2% | Added |
| Alpha Omega Wealth Management LLC | 1,167 | $598.7K | 0.11% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 1,156 | $593.0K | 0.23% | +44+4.0% | Added |
| Cardiff Park Advisors, LLC | 1,128 | $578.6K | 0.08% | 00.0% | Unchanged |
| Farmers Trust Co | 1,126 | $578.0K | 0.13% | −62−5.2% | Reduced |
| Sutton Wealth Advisors Inc. | 1,122 | $575.6K | 0.22% | +14+1.3% | Added |
| United Community Bank | 1,115 | $572.0K | 0.55% | +5+0.5% | Added |
| Herold Advisors, Inc. | 1,114 | $571.6K | 0.24% | +130+13.2% | Added |
| Sound View Wealth Advisors Group, LLC | 1,204 | $567.7K | 0.06% | +75+6.6% | Added |
| Tilt Investment Management Holdings, PBC | 1,103 | $565.8K | 0.48% | +1,103 | New |
| Dodge & Cox | 1,100 | $564.3K | 0.00% | 00.0% | Unchanged |
| Moreno Evelyn V | 1,099 | $563.8K | 0.13% | 00.0% | Unchanged |
| JB Capital LLC | 1,099 | $563.7K | 0.06% | −107−8.9% | Reduced |
| Park National Corp | 1,080 | $554.0K | 0.02% | −19−1.7% | Reduced |
| Graypoint LLC | 1,079 | $553.7K | 0.07% | −6−0.6% | Reduced |
| Prestige Wealth Management Group LLC | 1,077 | $552.5K | 0.14% | −558−34.1% | 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 |
| JGP Global Gestao de Recursos Ltda. | 1,071 | $549.0K | 0.39% | −2−0.2% | Reduced |
| Country Club Bank | 1,067 | $547.3K | 0.05% | +65+6.5% | Added |
| Fukoku Mutual Life Insurance Co | 1,063 | $545.3K | 0.05% | −90−7.8% | Reduced |
| Capital Investment Advisory Services, LLC | 1,062 | $544.8K | 0.06% | −328−23.6% | Reduced |
| Cim Investment Mangement Inc | 1,059 | $543.2K | 0.21% | −31−2.8% | Reduced |
| J.W. Cole Advisors, Inc. | 1,056 | $541.8K | 0.04% | −2−0.2% | Reduced |
| Campion Asset Management LLC | 1,050 | $538.6K | 0.53% | −35−3.2% | Reduced |
| Basepoint Wealth LLC | 1,049 | $537.9K | 0.48% | −97−8.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,047 | $537.1K | 0.07% | −3−0.3% | Reduced |
| Weinberger Asset Management, Inc | 1,044 | $535.5K | 0.33% | +3+0.3% | Added |
| Kapstone Financial Advisors LLC | 1,114 | $535.4K | 0.49% | +1,114 | New |
| First National Bank of South Miami | 1,042 | $535.0K | 0.40% | −30−2.8% | Reduced |
| Capital Financial Planning, LLC | 1,040 | $533.3K | 0.22% | +3+0.3% | Added |
| Burke & Herbert Bank & Trust Co | 1,040 | $533.0K | 0.40% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,037 | $532.0K | 0.08% | −117−10.1% | Reduced |
| TriaGen Wealth Management LLC | 1,036 | $531.4K | 0.30% | +59+6.0% | Added |
| Owen LaRue, LLC | 1,084 | $526.2K | 0.57% | +1,084 | New |
| PBMares Wealth Management LLC | 1,026 | $526.2K | 0.21% | +102+11.0% | Added |
| Larson Financial Group LLC | 1,024 | $525.1K | 0.06% | −20−1.9% | Reduced |
| Wealthcare Advisory Partners LLC | 1,020 | $523.2K | 0.02% | +77+8.2% | Added |
| First Affirmative Financial Network | 1,015 | $520.5K | 0.63% | +71+7.5% | Added |
| Hengehold Capital Management LLC | 1,014 | $520.3K | 0.07% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 1,010 | $518.1K | 0.16% | +25+2.5% | Added |
| Sherbrooke Park Advisers LLC | 1,000 | $513.0K | 0.38% | +1,000 | New |
| PDS Planning, Inc | 995 | $510.4K | 0.08% | −35−3.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 989 | $507.0K | 0.00% | −575−36.8% | Reduced |
| Monument Capital Management | 983 | $504.3K | 0.17% | +12+1.2% | Added |
| Gryphon Financial Partners LLC | 981 | $503.4K | 0.12% | −165−14.4% | Reduced |
| First Financial Bank - Trust Division | 980 | $503.0K | 0.05% | +4+0.4% | Added |
| Cross Staff Investments Inc | 976 | $500.7K | 0.53% | 00.0% | Unchanged |
| Charter Trust Co | 975 | $500.1K | 0.04% | 00.0% | Unchanged |
| Fiera Capital Corp | 973 | $499.1K | 0.00% | +973 | New |
| Bell Investment Advisors, Inc | 966 | $495.4K | 0.12% | +820+561.6% | Added |
| SG Americas Securities, LLC | 960 | $492.0K | 0.01% | −161,162−99.4% | Reduced |
| Patton Albertson Miller Group, LLC | 958 | $491.4K | 0.09% | −90−8.6% | Reduced |