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 |
|---|---|---|---|---|---|
| PCJ Investment Counsel Ltd. | 3,000 | $1.54M | 0.67% | +3,000 | New |
| Cigna Investments Inc | 2,985 | $1.53M | 0.32% | +20+0.7% | Added |
| Ossiam | 2,982 | $1.53M | 0.04% | −924−23.7% | Reduced |
| Bank of the West | 2,980 | $1.53M | 0.18% | −71−2.3% | Reduced |
| Nations Financial Group Inc, | 2,972 | $1.52M | 0.17% | +2,972 | New |
| Connectus Wealth, LLC | 2,955 | $1.52M | 0.04% | −292−9.0% | Reduced |
| Zeke Capital Advisors, LLC | 2,956 | $1.52M | 0.10% | −992−25.1% | Reduced |
| Community Capital Management, Inc. | 2,950 | $1.51M | 1.96% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 2,946 | $1.51M | 0.32% | −71−2.4% | Reduced |
| Brinker Capital Investments, LLC | 2,931 | $1.50M | 0.03% | +176+6.4% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,927 | $1.50M | 0.28% | 00.0% | Unchanged |
| Toroso Investments, LLC | 2,922 | $1.50M | 0.06% | −3,789−56.5% | Reduced |
| Genesee Capital Advisors, LLC | 2,917 | $1.50M | 1.11% | −208−6.7% | Reduced |
| Richwood Investment Advisors, LLC | 2,916 | $1.50M | 1.50% | −48−1.6% | Reduced |
| Northwest & Ethical Investments L.P. | 2,915 | $1.50M | 0.05% | +1,120+62.4% | Added |
| Beverly Hills Private Wealth, LLC | 2,899 | $1.49M | 0.65% | +2,899 | New |
| 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 |
| Foundations Investment Advisors, LLC | 2,873 | $1.47M | 0.06% | −2,296−44.4% | Reduced |
| Stratos Wealth Advisors, LLC | 2,862 | $1.47M | 0.12% | +1,915+202.2% | Added |
| Cozad Asset Management Inc | 2,845 | $1.46M | 0.21% | −154−5.1% | Reduced |
| Western Wealth Management, LLC | 2,840 | $1.46M | 0.15% | −671−19.1% | Reduced |
| Central Trust Co | 2,836 | $1.45M | 0.04% | −41−1.4% | Reduced |
| Intellectus Partners, LLC | 2,806 | $1.44M | 0.50% | +1,051+59.9% | Added |
| Pinnacle Financial Partners Inc | 2,785 | $1.43M | 0.04% | −115−4.0% | Reduced |
| Insight Inv LLC | 2,775 | $1.42M | 1.44% | −50−1.8% | Reduced |
| Forum Financial Management, LP | 2,722 | $1.40M | 0.05% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,718 | $1.39M | 0.17% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,915 | $1.39M | 0.06% | −72−2.4% | Reduced |
| Wolverine Trading, LLC | 2,669 | $1.37M | 0.02% | +879+49.1% | Added |
| Insight Wealth Strategies, LLC | 2,665 | $1.37M | 0.26% | +41+1.6% | Added |
| NVWM, LLC | 2,662 | $1.37M | 0.50% | +10+0.4% | Added |
| Lido Advisors, LLC | 2,657 | $1.36M | 0.02% | +40+1.5% | Added |
| WBI Investments | 2,657 | $1.36M | 0.29% | +2,657 | New |
| Checchi Capital Advisers, LLC | 2,656 | $1.36M | 0.14% | −78−2.9% | Reduced |
| Harbert Fund Advisors, Inc. | 2,650 | $1.36M | 1.17% | −3,550−57.3% | Reduced |
| SJS Investment Consulting Inc. | 2,643 | $1.36M | 0.40% | +1,958+285.8% | Added |
| Fund Management at Engine No. 1 LLC | 2,629 | $1.35M | 0.33% | +321+13.9% | Added |
| Bayesian Capital Management, LP | 2,584 | $1.33M | 0.19% | +2,584 | New |
| Buffington Mohr McNeal | 2,564 | $1.32M | 0.31% | +2,564 | New |
| Lincoln National Corp | 2,559 | $1.31M | 0.03% | +156+6.5% | Added |
| Meitav Dash Investments Ltd | 2,555 | $1.31M | 0.02% | −965−27.4% | Reduced |
| TD Private Client Wealth LLC | 2,536 | $1.30M | 0.06% | −678−21.1% | Reduced |
| DB Fitzpatrick & Co, Inc | 2,528 | $1.30M | 1.49% | +385+18.0% | Added |
| Regent Investment Management LLC | 2,515 | $1.29M | 0.35% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 2,500 | $1.28M | 0.15% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,492 | $1.28M | 0.08% | −918−26.9% | Reduced |
| Pinnacle Associates Ltd | 2,485 | $1.27M | 0.03% | −27−1.1% | Reduced |
| Wealthspire Advisors, LLC | 2,466 | $1.26M | 0.02% | +2,024+457.9% | Added |
| WSFS Capital Management, LLC | 2,464 | $1.26M | 0.14% | +2,464 | New |
| Donaldson Capital Management, LLC | 2,445 | $1.25M | 0.06% | 00.0% | Unchanged |
| 1st Source Bank | 2,427 | $1.24M | 0.08% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,407 | $1.23M | 0.27% | +85+3.7% | Added |
| Souders Financial Advisors | 2,391 | $1.23M | 0.28% | +15+0.6% | Added |
| Clearstead Advisors, LLC | 2,373 | $1.22M | 0.10% | +2+0.1% | Added |
| Leonteq Securities AG | 2,362 | $1.21M | 0.06% | −138−5.5% | Reduced |
| Foster & Motley Inc | 2,350 | $1.21M | 0.10% | −64−2.7% | Reduced |
| Desjardins Global Asset Management Inc. | 2,343 | $1.20M | 0.19% | −358−13.3% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 2,336 | $1.20M | 0.07% | +2,336 | New |
| Conning Inc. | 2,321 | $1.19M | 0.04% | −9−0.4% | Reduced |
| Financial Counselors Inc | 2,312 | $1.19M | 0.03% | −158−6.4% | 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 |
| ExodusPoint Capital Management, LP | 2,284 | $1.17M | 0.02% | −6,708−74.6% | Reduced |
| Venturi Wealth Management, LLC | 2,282 | $1.17M | 0.10% | +2,282 | New |
| Perigon Wealth Management, LLC | 2,281 | $1.17M | 0.07% | +444+24.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 2,267 | $1.16M | 0.09% | +174+8.3% | Added |
| SRN Advisors, LLC | 2,257 | $1.16M | 1.15% | +2,257 | 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 |
| Daymark Wealth Partners, LLC | 2,225 | $1.14M | 0.20% | +2,225 | New |
| Change Path, LLC | 2,218 | $1.14M | 0.06% | +4+0.2% | Added |
| SeaCrest Wealth Management, LLC | 2,177 | $1.12M | 0.16% | −53−2.4% | Reduced |
| Bard Financial Services, Inc. | 2,150 | $1.10M | 0.09% | 00.0% | Unchanged |
| Algert Global LLC | 2,142 | $1.10M | 0.06% | +2,142 | New |
| Stableford Capital II LLC | 2,317 | $1.09M | 0.59% | −11−0.5% | Reduced |
| Indiana Trust & Investment Management CO | 2,123 | $1.09M | 0.61% | +334+18.7% | Added |
| Ameritas Advisory Services, LLC | 2,123 | $1.09M | 0.05% | +366+20.8% | Added |
| Frisch Financial Group, Inc. | 2,116 | $1.08M | 0.41% | +5+0.2% | Added |
| Asset Dedication, LLC | 2,104 | $1.08M | 0.11% | −93−4.2% | Reduced |
| Private Advisor Group, LLC | 10,759 | $1.08M | 0.05% | +1,008+10.3% | Added |
| Texas Yale Capital Corp. | 2,097 | $1.08M | 0.06% | 00.0% | Unchanged |
| Delphi Management Inc | 2,096 | $1.07M | 1.30% | +2,096 | New |
| Resources Investment Advisors, LLC. | 2,093 | $1.07M | 0.03% | −40−1.9% | Reduced |
| Willner & Heller, LLC | 2,090 | $1.07M | 1.52% | −50−2.3% | Reduced |
| Massmutual Trust Co FSB | 2,077 | $1.06M | 0.04% | −1,234−37.3% | Reduced |
| Sentry Investment Management LLC | 2,075 | $1.06M | 0.47% | +436+26.6% | Added |
| Beacon Financial Group | 2,066 | $1.06M | 0.14% | +43+2.1% | Added |
| Vanguard Capital Wealth Advisors | 2,066 | $1.06M | 1.23% | +5+0.2% | Added |
| Busey Wealth Management | 2,060 | $1.06M | 0.05% | −9−0.4% | Reduced |
| Ballentine Partners, LLC | 2,053 | $1.05M | 0.03% | +183+9.8% | Added |
| Twin Capital Management Inc | 2,045 | $1.05M | 0.14% | −9−0.4% | Reduced |
| Chicago Capital, LLC | 2,042 | $1.05M | 0.06% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 2,041 | $1.05M | 0.16% | −11−0.5% | Reduced |
| Arden Trust Co | 2,028 | $1.04M | 0.21% | −158−7.2% | Reduced |
| Great Lakes Advisors, LLC | 20,207 | $1.04M | 0.06% | +911+4.7% | Added |
| Bremer Bank National Association | 2,019 | $1.04M | 0.20% | −50−2.4% | Reduced |
| Hohimer Wealth Management, LLC | 2,011 | $1.03M | 0.33% | −132−6.2% | Reduced |
| Verus Financial Partners, Inc. | 2,053 | $1.03M | 0.14% | −110−5.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 2,000 | $1.03M | 0.17% | 00.0% | Unchanged |