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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 2,000 | $1.03M | 0.02% | +151+8.2% | Added |
| Baader Bank INC | 1,990 | $1.02M | 0.09% | −650−24.6% | Reduced |
| Mission Wealth Management, LP | 1,986 | $1.02M | 0.05% | +1,009+103.3% | Added |
| Strategic Advisors LLC | 1,981 | $1.02M | 0.23% | −1−0.1% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 1,975 | $1.01M | 0.09% | −420−17.5% | Reduced |
| 44 Wealth Management LLC | 1,974 | $1.01M | 0.35% | −497−20.1% | Reduced |
| Salomon & Ludwin, LLC | 1,970 | $1.01M | 0.13% | +78+4.1% | Added |
| Jefferies Financial Group Inc. | 1,963 | $1.01M | 0.02% | +1,963 | New |
| Psagot Value Holdings Ltd. / (Israel) | 1,954 | $1.00M | 0.30% | −100−4.9% | Reduced |
| Buckley Wealth Management, LLC | 1,950 | $1.00M | 0.36% | −18−0.9% | Reduced |
| King Wealth | 1,943 | $997.0K | 0.24% | 00.0% | Unchanged |
| National Asset Management, Inc. | 1,932 | $991.3K | 0.03% | +169+9.6% | Added |
| Ronald Blue Trust, Inc. | 2,168 | $985.0K | 0.02% | +837+62.9% | Added |
| Congress Wealth Management LLC | 1,918 | $984.0K | 0.03% | +914+91.0% | Added |
| First Pacific Advisors, LP | 1,915 | $982.3K | 0.02% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 1,905 | $977.2K | 0.24% | +15+0.8% | Added |
| TrimTabs Asset Management, LLC | 1,901 | $975.2K | 0.64% | +1,901 | New |
| Sanders Morris Harris LLC | 1,900 | $974.6K | 0.37% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 1,900 | $974.6K | 0.04% | −500−20.8% | Reduced |
| Pacific Global Investment Management CO | 1,894 | $971.6K | 0.21% | −50−2.6% | Reduced |
| Roundview Capital LLC | 1,893 | $971.1K | 0.11% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 1,891 | $969.8K | 0.02% | +320+20.4% | Added |
| Meiji Yasuda Life Insurance Co | 1,882 | $965.0K | 0.02% | 00.0% | Unchanged |
| Agf Management Ltd | 1,866 | $957.2K | 0.01% | +1,866 | New |
| Semmax Financial Advisors Inc. | 1,985 | $955.0K | 0.38% | −10−0.5% | Reduced |
| Edgestream Partners, L.P. | 1,851 | $949.5K | 0.11% | +276+17.5% | Added |
| Garde Capital, Inc. | 1,850 | $949.0K | 0.11% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,808 | $928.0K | 0.03% | −4−0.2% | Reduced |
| Dynamic Advisor Solutions LLC | 1,768 | $906.8K | 0.06% | +158+9.8% | Added |
| Two Sigma Securities, LLC | 1,765 | $905.4K | 0.13% | −503−22.2% | Reduced |
| Pure Financial Advisors, Inc. | 1,756 | $900.6K | 0.05% | +3+0.2% | Added |
| Constitution Capital LLC | 1,750 | $897.7K | 0.55% | 00.0% | Unchanged |
| Sigma Planning Corp | 1,747 | $896.4K | 0.03% | −367−17.4% | Reduced |
| Smithbridge Asset Management Inc | 1,747 | $896.0K | 0.24% | +1,747 | New |
| Defined Wealth Management, LLC | 1,745 | $895.1K | 0.84% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,740 | $893.0K | 0.09% | +76+4.6% | Added |
| G&S Capital LLC | 1,740 | $892.6K | 0.40% | +971+126.3% | Added |
| First National Bank of Hutchinson | 1,729 | $886.9K | 0.75% | 00.0% | Unchanged |
| Teza Capital Management LLC | 1,729 | $886.9K | 0.17% | +737+74.3% | Added |
| McLean Asset Management Corp | 1,717 | $880.8K | 0.30% | +14+0.8% | Added |
| EP Wealth Advisors, LLC | 1,703 | $873.5K | 0.02% | +1,703 | New |
| Colonial River Wealth Management, LLC | 1,702 | $873.2K | 0.56% | −1−0.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,701 | $872.6K | 0.20% | +106+6.6% | Added |
| Middleton & Co Inc | 1,700 | $872.0K | 0.13% | +500+41.7% | Added |
| Bessemer Securities LLC | 1,694 | $869.0K | 0.39% | −341−16.8% | Reduced |
| Global Trust Asset Management, LLC | 1,693 | $868.7K | 0.44% | −2−0.1% | Reduced |
| Mutual Advisors, LLC | 1,688 | $865.9K | 0.04% | +17+1.0% | Added |
| Indie Asset Partners, LLC | 1,674 | $858.7K | 0.94% | −57−3.3% | Reduced |
| Monarch Capital Management Inc | 1,671 | $857.2K | 0.26% | −100−5.6% | Reduced |
| Compass Wealth Management LLC | 1,658 | $850.5K | 0.28% | +1,658 | New |
| Western Financial Corp | 1,656 | $849.6K | 0.55% | +1,656 | New |
| Integrated Wealth Concepts LLC | 1,655 | $849.0K | 0.02% | +132+8.7% | Added |
| Terry L. Blaker | 1,651 | $846.9K | 0.08% | −158−8.7% | Reduced |
| Thomasville National Bank | 1,640 | $841.0K | 0.10% | +40+2.5% | Added |
| Brogan Financial, Inc. | 1,635 | $838.7K | 0.75% | +1,635 | New |
| Proequities, Inc. | 1,613 | $827.5K | 0.07% | +1,613 | New |
| Community Bank, N.A. | 1,613 | $827.4K | 0.12% | −25−1.5% | Reduced |
| TKG Advisors, LLC | 1,612 | $826.8K | 0.54% | +805+99.8% | Added |
| HF Advisory Group, LLC | 1,611 | $826.2K | 0.84% | +1,611 | New |
| Level Four Advisory Services, LLC | 1,606 | $823.8K | 0.06% | +459+40.0% | Added |
| Linden Thomas Advisory Services, LLC | 1,605 | $823.4K | 0.23% | +1,605 | New |
| Systematic Alpha Investments, LLC | 1,597 | $819.2K | 0.04% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,594 | $817.8K | 0.53% | +123+8.4% | Added |
| Prudent Man Advisors, LLC | 1,590 | $816.0K | 0.33% | +6+0.4% | Added |
| Hollencrest Capital Management | 1,584 | $812.5K | 0.10% | +528+50.0% | Added |
| XTX Topco Ltd | 1,576 | $808.4K | 0.17% | +1,576 | New |
| Tobam | 1,573 | $807.0K | 0.05% | +136+9.5% | Added |
| Northwest Bancshares, Inc. | 1,558 | $799.2K | 0.16% | −190−10.9% | Reduced |
| Kingsview Wealth Management, LLC | 1,550 | $795.1K | 0.03% | +33+2.2% | Added |
| Citizens Financial Group Inc | 1,537 | $788.7K | 0.03% | +34+2.3% | Added |
| Shelton Capital Management | 1,522 | $780.7K | 0.08% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,517 | $777.9K | 0.04% | +1,514+50,466.7% | Added |
| Harbor Investment Advisory, LLC | 1,516 | $777.7K | 0.12% | −158−9.4% | Reduced |
| Taylor Hoffman Wealth Management | 1,514 | $776.6K | 0.48% | −362−19.3% | Reduced |
| Hillsdale Investment Management Inc. | 1,514 | $776.6K | 0.07% | −80−5.0% | Reduced |
| Schechter Investment Advisors, LLC | 1,513 | $776.1K | 0.07% | +18+1.2% | Added |
| Virtus ETF Advisers LLC | 1,511 | $775.1K | 0.40% | +40+2.7% | Added |
| WESPAC Advisors SoCal, LLC | 1,510 | $774.7K | 0.29% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,504 | $771.5K | 0.12% | −36−2.3% | Reduced |
| Stony Point Wealth Management Inc. | 1,501 | $770.1K | 0.43% | −125−7.7% | Reduced |
| Everhart Financial Group, Inc. | 1,500 | $769.6K | 0.39% | +161+12.0% | Added |
| Great Diamond Partners, LLC | 1,500 | $769.5K | 0.24% | +18+1.2% | Added |
| Brasada Capital Management, LP | 1,500 | $769.5K | 0.18% | +1,500 | New |
| Wesbanco Bank Inc | 1,497 | $768.0K | 0.03% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,594 | $761.5K | 0.04% | −287−15.3% | Reduced |
| Ascent Group, LLC | 1,478 | $758.2K | 0.09% | −25−1.7% | Reduced |
| Evermay Wealth Management LLC | 1,470 | $754.1K | 0.15% | +14+1.0% | Added |
| J. W. Coons Advisors, LLC | 1,468 | $753.0K | 0.22% | −199−11.9% | Reduced |
| Salem Investment Counselors Inc | 1,468 | $753.0K | 0.03% | −157−9.7% | Reduced |
| Private Trust Co NA | 1,462 | $750.0K | 0.11% | −43−2.9% | Reduced |
| Aaron Wealth Advisors | 1,449 | $743.3K | 0.11% | −41−2.8% | Reduced |
| Plancorp, LLC | 1,447 | $742.3K | 0.04% | +3+0.2% | Added |
| Compagnie Lombard Odier SCmA | 1,437 | $738.0K | 0.02% | +237+19.8% | Added |
| Mission Creek Capital Partners, Inc. | 1,431 | $733.9K | 0.26% | −65−4.3% | Reduced |
| Jump Financial, LLC | 1,426 | $731.5K | 0.04% | −7,229−83.5% | Reduced |
| Bridges Investment Management Inc | 1,425 | $731.0K | 0.03% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,411 | $724.0K | 0.08% | +13+0.9% | Added |
| Brookstone Capital Management | 1,521 | $723.3K | 0.01% | −140−8.4% | Reduced |
| Keystone Financial Group | 1,402 | $718.9K | 0.14% | +1+0.1% | Added |
| Quent Capital, LLC | 1,400 | $718.6K | 0.13% | +40+2.9% | Added |