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 |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 7,916 | $4.06M | 0.21% | −354−4.3% | Reduced |
| Oppenheimer & Co Inc | 7,867 | $4.04M | 0.09% | −3,960−33.5% | Reduced |
| Metis Global Partners, LLC | 7,711 | $3.96M | 0.35% | +3,412+79.4% | Added |
| First Hawaiian Bank | 7,695 | $3.95M | 0.14% | +917+13.5% | Added |
| Duncker Streett & Co Inc | 7,692 | $3.95M | 0.95% | 00.0% | Unchanged |
| Garrison Bradford & Associates Inc | 7,656 | $3.93M | 4.76% | −149−1.9% | Reduced |
| Winton Group Ltd | 7,534 | $3.86M | 0.25% | +388+5.4% | Added |
| Everence Capital Management Inc | 7,510 | $3.85M | 0.33% | +190+2.6% | Added |
| XR Securities LLC | 7,488 | $3.84M | 4.57% | +6,500+657.9% | Added |
| Money Concepts Capital Corp | 7,487 | $3.84M | 0.17% | +1,084+16.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,485 | $3.84M | 0.10% | −1,429−16.0% | Reduced |
| GWM Advisors LLC | 15,517 | $3.84M | 0.10% | −3,695−19.2% | Reduced |
| Essex Financial Services, Inc. | 7,413 | $3.80M | 0.41% | −350−4.5% | Reduced |
| Burney Co | 7,398 | $3.79M | 0.19% | +84+1.1% | Added |
| Greenleaf Trust | 7,273 | $3.73M | 0.05% | +393+5.7% | Added |
| Kempen Capital Management N.V. | 7,241 | $3.71M | 0.11% | +710+10.9% | Added |
| Timber Creek Capital Management LLC | 7,204 | $3.70M | 1.40% | −1,233−14.6% | Reduced |
| Fort Washington Investment Advisors Inc | 7,170 | $3.68M | 0.03% | −29−0.4% | Reduced |
| Van Leeuwen & Company, LLC | 7,122 | $3.65M | 2.53% | −61−0.8% | Reduced |
| Banco Santander, S.A. | 7,117 | $3.65M | 0.05% | −2,728−27.7% | Reduced |
| Old National Bancorp | 7,110 | $3.65M | 0.11% | −433−5.7% | Reduced |
| James Investment Research Inc | 6,969 | $3.58M | 0.50% | −8−0.1% | Reduced |
| Transform Wealth, LLC | 6,930 | $3.56M | 0.40% | −351−4.8% | Reduced |
| Red Cedar Capital, LLC | 6,880 | $3.53M | 2.24% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 6,880 | $3.53M | 1.83% | 00.0% | Unchanged |
| Argent Trust Co | 6,876 | $3.53M | 0.23% | −216−3.0% | Reduced |
| YHB Investment Advisors, Inc. | 6,805 | $3.49M | 0.37% | −1,042−13.3% | Reduced |
| Guggenheim Capital LLC | 6,793 | $3.48M | 0.03% | +920+15.7% | Added |
| Regions Financial Corp | 6,756 | $3.46M | 0.03% | −315−4.5% | Reduced |
| Alcosta Capital Management, Inc. | 6,753 | $3.46M | 3.49% | −223−3.2% | Reduced |
| Edmp, Inc. | 6,580 | $3.38M | 3.32% | −99−1.5% | Reduced |
| Quantbot Technologies LP | 6,464 | $3.32M | 0.24% | −2,463−27.6% | Reduced |
| Empirical Finance, LLC | 6,450 | $3.31M | 0.34% | +491+8.2% | Added |
| Valeo Financial Advisors, LLC | 6,315 | $3.24M | 0.18% | +721+12.9% | Added |
| Meeder Asset Management Inc | 6,296 | $3.23M | 0.28% | −494−7.3% | Reduced |
| RDA Financial Network | 6,257 | $3.21M | 1.61% | −588−8.6% | Reduced |
| Pegasus Asset Management, Inc. | 6,251 | $3.21M | 1.73% | +6+0.1% | Added |
| Gotham Asset Management, LLC | 6,206 | $3.18M | 0.09% | −14,429−69.9% | Reduced |
| Scotia Capital Inc. | 6,110 | $3.13M | 0.02% | −442−6.7% | Reduced |
| Family Legacy, Inc. | 6,322 | $3.13M | 1.37% | +301+5.0% | Added |
| Oliver Luxxe Assets LLC | 6,066 | $3.11M | 0.87% | +86+1.4% | Added |
| MAI Capital Management | 6,053 | $3.11M | 0.05% | +653+12.1% | Added |
| Lester Murray Antman dba SimplyRich | 6,029 | $3.09M | 1.23% | +10.0% | Added |
| Oak Associates, Ltd | 6,008 | $3.08M | 0.26% | −869−12.6% | Reduced |
| Veriti Management LLC | 6,005 | $3.08M | 0.41% | −348−5.5% | Reduced |
| Park Avenue Securities LLC | 6,000 | $3.08M | 0.05% | +1,443+31.7% | Added |
| Moody National Bank Trust Division | 5,948 | $3.05M | 0.27% | −11−0.2% | Reduced |
| Cornerstone Wealth Group, LLC | 5,911 | $3.03M | 0.57% | +28+0.5% | Added |
| Vestmark Advisory Solutions, Inc. | 5,873 | $3.01M | 0.15% | −103−1.7% | Reduced |
| Warther Private Wealth, LLC | 5,773 | $2.96M | 2.22% | −362−5.9% | Reduced |
| Quantinno Capital Management LP | 5,670 | $2.91M | 0.22% | +2,517+79.8% | Added |
| Alamar Capital Management, LLC | 5,642 | $2.89M | 2.97% | −76−1.3% | Reduced |
| Jag Capital Management, LLC | 5,617 | $2.88M | 0.42% | +646+13.0% | Added |
| Lakeview Capital Partners, LLC | 5,884 | $2.88M | 0.92% | −600−9.3% | Reduced |
| CWM, LLC | 5,571 | $2.86M | 0.02% | +295+5.6% | Added |
| Horizon Investments, LLC | 5,547 | $2.85M | 0.08% | +7+0.1% | Added |
| ARGI Investment Services, LLC | 5,539 | $2.84M | 0.09% | −189−3.3% | Reduced |
| Bangor Savings Bank | 5,431 | $2.79M | 0.33% | −399−6.8% | Reduced |
| Legato Capital Management LLC | 5,427 | $2.78M | 0.53% | +5,427 | New |
| Stonebridge Capital Advisors LLC | 5,426 | $2.78M | 0.33% | +32+0.6% | Added |
| RPg Family Wealth Advisory, LLC | 5,416 | $2.78M | 1.90% | −12−0.2% | Reduced |
| Strategy Asset Managers LLC | 5,359 | $2.75M | 0.70% | −36−0.7% | Reduced |
| Advisory Services Network, LLC | 5,353 | $2.75M | 0.08% | +425+8.6% | Added |
| KCS Wealth Advisory | 5,330 | $2.73M | 1.14% | +137+2.6% | Added |
| Jackson Wealth Management, LLC | 5,298 | $2.72M | 1.00% | +519+10.9% | Added |
| Arabesque Asset Management Ltd | 5,279 | $2.71M | 0.92% | +274+5.5% | Added |
| Keudell/Morrison Wealth Management | 5,269 | $2.70M | 0.87% | −5−0.1% | Reduced |
| Avantax Advisory Services, Inc. | 5,257 | $2.70M | 0.04% | −20.0% | Reduced |
| Chemistry Wealth Management LLC | 5,251 | $2.69M | 1.05% | +59+1.1% | Added |
| Jackson Hole Capital Partners, LLC | 5,246 | $2.69M | 0.80% | −181−3.3% | Reduced |
| Legacy Trust | 5,176 | $2.66M | 0.82% | +5,176 | New |
| Delta Capital Management LLC | 5,170 | $2.65M | 1.93% | 00.0% | Unchanged |
| Channing Global Advisors, LLC | 5,157 | $2.65M | 3.04% | −167−3.1% | Reduced |
| Atlas Capital Advisors LLC | 5,147 | $2.64M | 0.44% | +413+8.7% | Added |
| Blair William & Co | 5,089 | $2.61M | 0.01% | +396+8.4% | Added |
| Heritage Wealth Advisors | 5,073 | $2.60M | 0.15% | +105+2.1% | Added |
| Sepio Capital, LP | 5,043 | $2.59M | 0.22% | +5,043 | New |
| D.A. Davidson & Co. | 5,036 | $2.58M | 0.03% | −180−3.5% | Reduced |
| Clough Capital Partners L P | 5,000 | $2.56M | 0.26% | +5,000 | New |
| Greenfield Savings Bank | 4,957 | $2.54M | 1.68% | −22−0.4% | Reduced |
| Van Eck Associates Corp | 4,884 | $2.50M | 0.01% | −1,476−23.2% | Reduced |
| TrinityPoint Wealth, LLC | 4,866 | $2.50M | 0.57% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 4,864 | $2.50M | 0.09% | +420+9.5% | Added |
| Stratos Wealth Partners, LTD. | 4,862 | $2.49M | 0.06% | +346+7.7% | Added |
| Cresset Asset Management, LLC | 4,875 | $2.48M | 0.03% | −685−12.3% | Reduced |
| LMR Partners LLP | 4,794 | $2.46M | 0.06% | −3,093−39.2% | Reduced |
| Raymond James Trust N.A. | 4,775 | $2.45M | 0.08% | −221−4.4% | Reduced |
| Mount Capital Ltd | 4,746 | $2.44M | 0.94% | +4,746 | New |
| Capula Management Ltd | 4,728 | $2.43M | 0.25% | +4,728 | New |
| Strategic Financial Services, Inc, | 4,727 | $2.42M | 0.19% | −367−7.2% | Reduced |
| United Capital Financial Advisers, LLC | 4,725 | $2.42M | 0.01% | −480−9.2% | Reduced |
| Madison Wealth Management | 4,725 | $2.42M | 0.55% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 4,720 | $2.42M | 0.31% | −630−11.8% | Reduced |
| Bleakley Financial Group, LLC | 4,691 | $2.41M | 0.09% | +4,691 | New |
| AMG National Trust Bank | 4,672 | $2.40M | 0.09% | +141+3.1% | Added |
| Liberty One Investment Management, LLC | 4,667 | $2.39M | 0.34% | −27−0.6% | Reduced |
| Oppenheimer Asset Management Inc. | 4,653 | $2.39M | 0.04% | −2,698−36.7% | Reduced |
| Advisors Asset Management, Inc. | 4,643 | $2.38M | 0.05% | +2,196+89.7% | Added |
| Intrust Bank NA | 4,624 | $2.37M | 0.33% | +47+1.0% | Added |
| Ritholtz Wealth Management | 4,619 | $2.37M | 0.13% | −1,343−22.5% | Reduced |