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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, Q1 2022

Institutional positions in Elevance Health, Inc. as of Mar 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
1,424
+59 vs. Q4 2021
Shares held
216.1M
+1.75M (+0.8%) vs. Q4 2021
Total value
$105.7B
+$6.41B (+6.5%) vs. Q4 2021
New holders
150
526 more added
Sold out
91
486 more reduced

10 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2021: 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.

Institutional holdersQ1 2022: 1,424 institutions
Q1 2021: 1,215 institutionsQ2 2021: 1,239 institutionsQ3 2021: 1,221 institutionsQ4 2021: 1,375 institutionsQ1 2022: 1,424 institutionsQ2 2022: 1,444 institutionsQ3 2022: 1,449 institutionsQ4 2022: 1,551 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,673 institutionsQ2 2024: 1,713 institutionsQ3 2024: 1,703 institutionsQ4 2024: 1,609 institutionsQ1 2025: 1,667 institutionsQ2 2025: 1,596 institutionsQ3 2025: 1,512 institutionsQ4 2025: 1,557 institutionsQ1 2026: 1,473 institutionsQ2 2026: 1,615 institutions
Value heldQ1 2022: $105.7B
Q1 2021: $78.2BQ2 2021: $82.8BQ3 2021: $80.6BQ4 2021: $99.3BQ1 2022: $105.7BQ2 2022: $103.2BQ3 2022: $97.0BQ4 2022: $108.8BQ1 2023: $96.9BQ2 2023: $93.1BQ3 2023: $90.8BQ4 2023: $98.1BQ1 2024: $107.7BQ2 2024: $112.7BQ3 2024: $107.2BQ4 2024: $76.5BQ1 2025: $88.6BQ2 2025: $79.7BQ3 2025: $63.3BQ4 2025: $71.0BQ1 2026: $57.1BQ2 2026: $76.8B
Institutions holding ELV and their total value by quarter
QuarterHoldersValue
Q2 20261,615$76.8B
Q1 20261,473$57.1B
Q4 20251,557$71.0B
Q3 20251,512$63.3B
Q2 20251,596$79.7B
Q1 20251,667$88.6B
Q4 20241,609$76.5B
Q3 20241,703$107.2B
Q2 20241,713$112.7B
Q1 20241,673$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,551$108.8B
Q3 20221,449$97.0B
Q2 20221,444$103.2B
Q1 20221,424$105.7B
Q4 20211,375$99.3B
Q3 20211,221$80.6B
Q2 20211,239$82.8B
Q1 20211,215$78.2B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q4 2021.

Institutions holding ELV in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Marquette Asset Management, LLC1$00.00%+1New
Hexagon Capital Partners LLC1$00.00%+1New
WestEnd Advisors, LLC–$9820.00%––
Avion Wealth3$1.00K0.00%00.0%Unchanged
Bellwether Advisors, LLC4$1.00K0.00%00.0%Unchanged
TFC Financial Management2$1.00K0.00%00.0%Unchanged
Ahrens Investment Partners LLC5$2.00K0.00%−25−83.3%Reduced
Gradient Investments LLC4$2.00K0.00%00.0%Unchanged
JNBA Financial Advisors5$2.00K0.00%00.0%Unchanged
TSFG, LLC4$2.00K0.00%00.0%Unchanged
McCarthy Asset Management, Inc.5$2.00K0.00%00.0%Unchanged
Beacon Capital Management, LLC4$2.00K0.00%+4New
Laffer Tengler Investments5$2.48K0.00%+2+66.7%Added
Burleson & Company, LLC5$3.00K0.00%−100−95.2%Reduced
Albion Financial Group6$3.00K0.00%−6−50.0%Reduced
Rise Advisors, LLC7$3.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC8$3.00K0.00%00.0%Unchanged
Curi Capital7$3.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC6$3.00K0.00%+4+200.0%Added
Elequin Capital LP9$4.00K0.00%−2−18.2%Reduced
Thomas White International Ltd8$4.00K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC9$4.00K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.8$4.00K0.00%+8New
Annapolis Financial Services, LLC9$4.00K0.00%+9New
Oliver Lagore Vanvalin Investment Group8$4.00K0.00%+8New
Rockbridge Investment Management, LCC9$4.49K0.00%00.0%Unchanged
Exane Derivatives10$4.91K0.00%00.0%Unchanged
CNB Bank11$5.00K0.00%00.0%Unchanged
Karlinski Andrew C11$5.00K0.01%00.0%Unchanged
Heritage Wealth Management, LLC10$5.00K0.00%+10New
Aspire Private Capital, LLC12$6.00K0.00%−8−40.0%Reduced
Pittenger & Anderson Inc13$6.00K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC11$6.00K0.00%−3−21.4%Reduced
BDO Wealth Advisors, LLC13$6.00K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC14$7.00K0.01%−8−36.4%Reduced
Lee Financial Co15$7.00K0.00%−2−11.8%Reduced
Schubert & Co15$7.00K0.01%+2+15.4%Added
Financial Perspectives, Inc16$7.86K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC16$8.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC16$8.00K0.00%+16New
Disciplined Investments, LLC17$8.00K0.00%+17New
Globeflex Capital L P18$9.00K0.00%00.0%Unchanged
McIlrath & Eck, LLC20$10.0K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC20$10.0K0.00%00.0%Unchanged
Capital Advisory Group Advisory Services, LLC23$11.0K0.01%+23New
Sugarloaf Wealth Management, LLC25$12.0K0.00%00.0%Unchanged
Cordant, Inc.26$13.0K0.01%+26New
Tortoise Investment Management, LLC28$14.0K0.00%00.0%Unchanged
Bogart Wealth, LLC29$14.0K0.00%00.0%Unchanged
Accel Wealth Management29$14.0K0.01%00.0%Unchanged
Raffa Wealth Management, LLC29$14.2K0.01%+2+7.4%Added
Norway Savings Bank31$15.0K0.01%00.0%Unchanged
Brewin Dolphin Ltd30$15.0K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC33$16.0K0.01%+33New
Zullo Investment Group, Inc.34$17.0K0.01%−15−30.6%Reduced
Newbridge Financial Services Group, Inc.34$17.0K0.01%−10−22.7%Reduced
McCarthy Grittinger Financial Group, LLC36$17.7K0.01%00.0%Unchanged
Systematic Financial Management LP36$18.0K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC39$19.0K0.00%00.0%Unchanged
American National Bank38$19.0K0.00%+38New
Howe & Rusling Inc40$20.0K0.00%00.0%Unchanged
Webster Bank, N. A.40$20.0K0.00%00.0%Unchanged
Fortitude Advisory Group L.L.C.40$20.0K0.01%+40New
Global Financial Private Client, LLC41$20.5K0.01%00.0%Unchanged
Rock Creek Group, LP42$21.0K0.00%+22+110.0%Added
Field & Main Bank45$22.0K0.01%−20−30.8%Reduced
Carmichael Hill & Associates, Inc.45$22.0K0.01%00.0%Unchanged
Pinnacle Bancorp, Inc.44$22.0K0.01%00.0%Unchanged
Itau Unibanco Holding S.A.46$23.0K0.00%00.0%Unchanged
Advocacy Wealth Management Services, LLC46$23.0K0.00%+46New
Cribstone Capital Management, LLC50$25.0K0.01%00.0%Unchanged
Arrow Financial Corp50$25.0K0.00%+50New
Proffitt & Goodson Inc53$26.0K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC53$26.0K0.00%00.0%Unchanged
Focused Wealth Management, Inc57$28.0K0.00%00.0%Unchanged
Alaethes Wealth LLC56$28.0K0.02%00.0%Unchanged
Tompkins Financial Corp59$29.0K0.00%00.0%Unchanged
Versant Capital Management, Inc61$30.0K0.01%−1−1.6%Reduced
Acima Private Wealth, LLC66$32.0K0.01%00.0%Unchanged
Ogorek Anthony Joseph68$33.0K0.01%00.0%Unchanged
Castleview Partners, LLC70$34.0K0.02%−16,617−99.6%Reduced
Laurel Wealth Advisors LLC70$34.0K0.01%00.0%Unchanged
RWM Asset Management, LLC69$34.0K0.01%00.0%Unchanged
Emfo, LLC70$34.0K0.03%00.0%Unchanged
Motco70$34.0K0.00%+38+118.8%Added
Clean Yield Group69$34.0K0.01%+69New
Carolinas Wealth Consulting LLC71$35.0K0.01%+20+39.2%Added
Baystate Wealth Management LLC73$36.0K0.00%00.0%Unchanged
Canton Hathaway, LLC74$36.0K0.01%00.0%Unchanged
Toth Financial Advisory Corp75$37.0K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC77$38.0K0.00%+30+63.8%Added
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.80$39.0K0.03%+40+100.0%Added
Dark Forest Capital Management LP80$39.0K0.01%+44+122.2%Added
MCF Advisors LLC82$41.0K0.00%+82New
Tyler-Stone Wealth Management88$43.0K0.02%00.0%Unchanged
Key Financial Inc87$43.0K0.02%00.0%Unchanged
Charter Oak Capital Management, LLC87$43.0K0.01%00.0%Unchanged
Jones Financial Companies LLLP89$44.0K0.00%−54−37.8%Reduced
Tarbox Family Office, Inc.92$45.0K0.01%−19−17.1%Reduced
Steward Financial Group LLC93$45.0K0.04%+93New