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 |
|---|---|---|---|---|---|
| Johnson Investment Counsel Inc | 4,594 | $2.36M | 0.03% | +214+4.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,565 | $2.34M | 0.11% | +340+8.0% | Added |
| Pettyjohn, Wood & White, Inc | 4,558 | $2.34M | 0.58% | −12−0.3% | Reduced |
| Bragg Financial Advisors, Inc | 4,530 | $2.32M | 0.14% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 4,454 | $2.28M | 2.41% | +63+1.4% | Added |
| Simplify Asset Management Inc. | 4,437 | $2.28M | 0.39% | +357+8.8% | Added |
| Meeder Advisory Services, Inc. | 4,412 | $2.26M | 0.29% | +4,412 | New |
| Cetera Advisors LLC | 4,367 | $2.24M | 0.04% | −1,737−28.5% | Reduced |
| Sequoia Financial Advisors, LLC | 4,361 | $2.24M | 0.05% | +1,311+43.0% | Added |
| Pensionfund Sabic | 4,350 | $2.23M | 0.73% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 4,284 | $2.20M | 0.22% | −1,692−28.3% | Reduced |
| Savant Capital, LLC | 4,258 | $2.18M | 0.05% | −70−1.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 4,256 | $2.18M | 0.10% | +60+1.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,248 | $2.18M | 0.11% | +1,432+50.9% | Added |
| Barden Capital Management, Inc. | 4,262 | $2.18M | 2.23% | +274+6.9% | Added |
| Sterling Investment Management, Inc. | 4,220 | $2.16M | 1.74% | −269−6.0% | Reduced |
| Kestra Private Wealth Services, LLC | 4,207 | $2.16M | 0.11% | −325−7.2% | Reduced |
| New England Research & Management, Inc. | 4,200 | $2.15M | 1.24% | −1,240−22.8% | Reduced |
| Symmetry Partners, LLC | 4,191 | $2.15M | 0.13% | −403−8.8% | Reduced |
| Tufton Capital Management | 4,158 | $2.13M | 0.47% | −16−0.4% | Reduced |
| Lederer & Associates Investment Counsel | 4,104 | $2.10M | 1.72% | −98−2.3% | Reduced |
| Tower Research Capital LLC (TRC) | 4,101 | $2.10M | 0.09% | −17,194−80.7% | Reduced |
| Cornercap Investment Counsel Inc | 4,094 | $2.10M | 0.36% | +4,094 | New |
| Parallel Advisors, LLC | 4,092 | $2.10M | 0.09% | +309+8.2% | Added |
| Mirova | 4,085 | $2.10M | 0.33% | +799+24.3% | Added |
| First Business Financial Services, Inc. | 4,082 | $2.09M | 0.28% | +284+7.5% | Added |
| Malaga Cove Capital, LLC | 4,080 | $2.09M | 1.14% | −23−0.6% | Reduced |
| CAPROCK Group, Inc. | 4,074 | $2.09M | 0.19% | +225+5.8% | Added |
| Brighton Jones LLC | 4,063 | $2.08M | 0.12% | −571−12.3% | Reduced |
| Atria Wealth Solutions, Inc. | 4,053 | $2.08M | 0.03% | +998+32.7% | Added |
| Csenge Advisory Group | 4,036 | $2.07M | 0.16% | −135−3.2% | Reduced |
| Comerica Securities,inc. | 4,018 | $2.06M | 0.15% | +560+16.2% | Added |
| Chesley Taft & Associates LLC | 4,001 | $2.05M | 0.14% | −79−1.9% | Reduced |
| Zurich Insurance Group Ltd | 4,000 | $2.05M | 0.03% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,974 | $2.04M | 0.20% | +164+4.3% | Added |
| M Holdings Securities, Inc. | 3,951 | $2.03M | 0.21% | −40−1.0% | Reduced |
| Vista Investment Management | 3,946 | $2.02M | 1.16% | −113−2.8% | Reduced |
| Harfst & Associates, Inc. | 3,929 | $2.02M | 0.58% | −3−0.1% | Reduced |
| Smith, Moore & Co. | 3,912 | $2.01M | 0.28% | +2+0.1% | Added |
| Hofer & Associates. Inc | 3,903 | $2.00M | 2.00% | −15−0.4% | Reduced |
| FRG Family Wealth Advisors LLC | 3,892 | $2.00M | 0.48% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 3,876 | $1.99M | 0.13% | −126−3.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,855 | $1.98M | 1.36% | +15+0.4% | Added |
| Tokio Marine Asset Management Co Ltd | 3,853 | $1.98M | 0.15% | +365+10.5% | Added |
| Coldstream Capital Management Inc | 3,847 | $1.97M | 0.07% | +3,847 | New |
| Trustmark National Bank Trust Department | 3,839 | $1.97M | 0.18% | +4+0.1% | Added |
| Pearl River Capital, LLC | 3,793 | $1.95M | 0.33% | +3,793 | New |
| Hancock Whitney Corp | 3,792 | $1.95M | 0.08% | −139−3.5% | Reduced |
| Michael B. Yongue | 3,790 | $1.94M | 1.83% | 00.0% | Unchanged |
| Balentine LLC | 3,788 | $1.94M | 0.07% | −254−6.3% | Reduced |
| Violich Capital Management, Inc. | 3,770 | $1.93M | 0.34% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 3,761 | $1.93M | 1.96% | +3,761 | New |
| Heartland Advisors Inc | 3,751 | $1.92M | 0.12% | +27+0.7% | Added |
| Profund Advisors LLC | 3,748 | $1.92M | 0.12% | +55+1.5% | Added |
| CenterBook Partners LP | 3,732 | $1.91M | 0.32% | +1,000+36.6% | Added |
| Uncommon Cents Investing LLC | 3,675 | $1.88M | 0.69% | +235+6.8% | Added |
| Trustcore Financial Services, LLC | 3,635 | $1.86M | 0.16% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 3,603 | $1.85M | 1.09% | +31+0.9% | Added |
| Cohen Klingenstein LLC | 3,600 | $1.85M | 0.09% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,590 | $1.84M | 0.62% | −120−3.2% | Reduced |
| Occudo Quantitative Strategies LP | 3,586 | $1.84M | 0.21% | +2,799+355.7% | Added |
| Signaturefd, LLC | 3,583 | $1.84M | 0.05% | +405+12.7% | Added |
| Paralel Advisors LLC | 3,556 | $1.82M | 0.11% | +3,556 | New |
| Archford Capital Strategies, LLC | 3,555 | $1.82M | 0.42% | +67+1.9% | Added |
| Wedbush Securities Inc | 3,533 | $1.81M | 0.10% | −498−12.4% | Reduced |
| Moloney Securities Asset Management, LLC | 3,525 | $1.81M | 0.40% | +1,478+72.2% | Added |
| RMB Capital Management, LLC | 3,524 | $1.81M | 0.06% | −103−2.8% | Reduced |
| Anchor Investment Management, LLC | 3,503 | $1.80M | 0.26% | +68+2.0% | Added |
| Matisse Capital | 3,487 | $1.79M | 1.59% | +3,487 | New |
| Empowered Funds, LLC | 3,485 | $1.79M | 0.12% | +480+16.0% | Added |
| Qtron Investments LLC | 3,481 | $1.79M | 0.38% | +16+0.5% | Added |
| Ibex Wealth Advisors | 3,452 | $1.77M | 0.40% | +3,452 | New |
| Flputnam Investment Management Co | 3,433 | $1.76M | 0.06% | +25+0.7% | Added |
| Sumitomo Life Insurance Co | 3,431 | $1.76M | 0.13% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 3,427 | $1.76M | 0.06% | +257+8.1% | Added |
| Gofen & Glossberg LLC | 3,409 | $1.75M | 0.04% | −223−6.1% | Reduced |
| Beck Capital Management, LLC | 3,405 | $1.75M | 0.74% | +3,405 | New |
| Kornitzer Capital Management Inc | 3,375 | $1.73M | 0.04% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 3,367 | $1.73M | 0.50% | +3,367 | New |
| World Equity Group, Inc. | 3,352 | $1.72M | 0.41% | −17−0.5% | Reduced |
| Trail Ridge Investment Advisors, LLC | 3,336 | $1.71M | 1.18% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 3,315 | $1.70M | 0.12% | +787+31.1% | Added |
| Acropolis Investment Management, LLC | 3,304 | $1.69M | 0.15% | −12−0.4% | Reduced |
| Searle & Co. | 3,290 | $1.69M | 0.58% | 00.0% | Unchanged |
| Pitcairn Co | 3,257 | $1.67M | 0.17% | −40−1.2% | Reduced |
| Copperleaf Capital, LLC | 3,256 | $1.67M | 1.92% | +81+2.6% | Added |
| Sawtooth Solutions, LLC | 3,240 | $1.66M | 0.23% | +682+26.7% | Added |
| FDx Advisors, Inc. | 3,227 | $1.66M | 0.07% | +94+3.0% | Added |
| Haverford Trust Co | 3,208 | $1.65M | 0.02% | −470−12.8% | Reduced |
| Leavell Investment Management, Inc. | 3,197 | $1.64M | 0.12% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 3,192 | $1.64M | 0.87% | +590+22.7% | Added |
| Mach-1 Financial Group, Inc. | 3,166 | $1.62M | 0.76% | +3,154+26,283.3% | Added |
| Steward Partners Investment Advisory, LLC | 3,153 | $1.62M | 0.03% | −532−14.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,096 | $1.59M | 0.18% | +14+0.5% | Added |
| Global Retirement Partners, LLC | 3,087 | $1.58M | 0.11% | +153+5.2% | Added |
| Wealth Architects, LLC | 3,081 | $1.58M | 0.30% | +5+0.2% | Added |
| Peachtree Investment Partners, LLC | 3,067 | $1.57M | 0.96% | +30+1.0% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 3,056 | $1.57M | 0.07% | −125−3.9% | Reduced |
| Personal Capital Advisors Corp | 3,026 | $1.55M | 0.01% | +81+2.8% | Added |
| AIA Group Ltd | 3,011 | $1.54M | 0.09% | +2,023+204.8% | Added |