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.
| 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 | 1,703 | $107.2B |
| Q2 2024 | 1,713 | $112.7B |
| Q1 2024 | 1,673 | $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 | 1,551 | $108.8B |
| Q3 2022 | 1,449 | $97.0B |
| Q2 2022 | 1,444 | $103.2B |
| Q1 2022 | 1,424 | $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, Q1 2022
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Veriti Management LLC | 6,041 | $2.97M | 0.36% | +329+5.8% | Added |
| Essex Financial Services, Inc. | 6,061 | $2.98M | 0.29% | −1,047−14.7% | Reduced |
| Integrated Advisors Network LLC | 6,133 | $3.01M | 0.18% | +2,991+95.2% | Added |
| D.A. Davidson & Co. | 6,207 | $3.05M | 0.03% | +30+0.5% | Added |
| Seeyond | 6,260 | $3.08M | 0.31% | +497+8.6% | Added |
| Van Eck Associates Corp | 6,264 | $3.08M | 0.01% | −1,131−15.3% | Reduced |
| Capital International Sarl | 6,278 | $3.08M | 0.15% | −1,343−17.6% | Reduced |
| Cornerstone Wealth Group, LLC | 6,342 | $3.12M | 0.57% | −3,240−33.8% | Reduced |
| First Hawaiian Bank | 6,346 | $3.12M | 0.10% | +145+2.3% | Added |
| Duncker Streett & Co Inc | 6,392 | $3.14M | 0.62% | +4,795+300.3% | Added |
| Hennessy Advisors Inc | 6,400 | $3.14M | 0.16% | +6,400 | New |
| Banque Cantonale Vaudoise | 6,487 | $3.19M | 0.14% | 00.0% | Unchanged |
| Argent Trust Co | 6,731 | $3.31M | 0.20% | +1,440+27.2% | Added |
| Empowered Funds, LLC | 6,739 | $3.31M | 0.36% | +5,060+301.4% | Added |
| Cetera Investment Advisers | 6,789 | $3.33M | 0.05% | −352−4.9% | Reduced |
| Oak Associates, Ltd | 6,877 | $3.38M | 0.21% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 6,880 | $3.38M | 2.04% | 00.0% | Unchanged |
| Vestcor Inc | 6,890 | $3.38M | 0.12% | +1,951+39.5% | Added |
| Sectoral Asset Management Inc | 6,900 | $3.39M | 0.60% | +1,275+22.7% | Added |
| RDA Financial Network | 6,908 | $3.39M | 1.43% | +204+3.0% | Added |
| Verdence Capital Advisors LLC | 6,971 | $3.42M | 0.39% | +6,971 | New |
| Edmp, Inc. | 6,990 | $3.43M | 3.23% | −7−0.1% | Reduced |
| LMR Partners LLP | 7,012 | $3.44M | 0.05% | +7,012 | New |
| Fort Washington Investment Advisors Inc | 7,029 | $3.45M | 0.02% | +73+1.0% | Added |
| Bull Street Advisors, LLC | 7,049 | $3.46M | 1.68% | +13+0.2% | Added |
| Kestra Private Wealth Services, LLC | 7,075 | $3.48M | 0.17% | −51−0.7% | Reduced |
| Wright Investors Service Inc | 7,099 | $3.49M | 0.87% | +355+5.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,164 | $3.52M | 0.31% | +840+13.3% | Added |
| Alcosta Capital Management, Inc. | 7,174 | $3.52M | 2.53% | +7,174 | New |
| Cresset Asset Management, LLC | 7,315 | $3.59M | 0.04% | −1,212−14.2% | Reduced |
| Everence Capital Management Inc | 7,320 | $3.60M | 0.28% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7,348 | $3.61M | 0.21% | +537+7.9% | Added |
| Bowling Portfolio Management LLC | 7,357 | $3.61M | 0.78% | −5,183−41.3% | Reduced |
| Rafferty Asset Management, LLC | 7,419 | $3.64M | 0.02% | −740−9.1% | Reduced |
| HB Wealth Management, LLC | 7,451 | $3.66M | 0.07% | +772+11.6% | Added |
| ProVise Management Group, LLC | 7,469 | $3.67M | 0.35% | −392−5.0% | Reduced |
| Foundations Investment Advisors, LLC | 7,118 | $3.68M | 0.14% | +352+5.2% | Added |
| Pinkerton Retirement Specialists, LLC | 7,528 | $3.70M | 0.82% | +143+1.9% | Added |
| Alamar Capital Management, LLC | 7,541 | $3.70M | 3.11% | −2,329−23.6% | Reduced |
| Burney Co | 7,544 | $3.71M | 0.17% | −45−0.6% | Reduced |
| Greenleaf Trust | 7,635 | $3.75M | 0.04% | −155−2.0% | Reduced |
| Pavadi Capital LLC | 7,694 | $3.78M | 3.33% | −1,182−13.3% | Reduced |
| Garrison Bradford & Associates Inc | 7,710 | $3.79M | 3.68% | −59−0.8% | Reduced |
| Erste Asset Management GmbH | 7,551 | $3.79M | 0.07% | −112−1.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 7,683 | $3.83M | 0.15% | −7−0.1% | Reduced |
| Ninety One North America, Inc. | 7,845 | $3.85M | 0.14% | +1,552+24.7% | Added |
| Weiss Asset Management LP | 7,915 | $3.89M | 0.09% | +7,915 | New |
| BKD Wealth Advisors, LLC | 7,936 | $3.90M | 0.17% | +266+3.5% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $3.93M | 1.07% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,237 | $4.05M | 0.04% | −8,471−50.7% | Reduced |
| Moody National Bank Trust Division | 8,236 | $4.05M | 0.13% | −1,154−12.3% | Reduced |
| Assetmark, Inc | 8,244 | $4.05M | 0.02% | +7,357+829.4% | Added |
| Synovus Financial Corp | 8,292 | $4.07M | 0.04% | −6−0.1% | Reduced |
| Regions Financial Corp | 8,608 | $4.23M | 0.03% | −6−0.1% | Reduced |
| United Capital Financial Advisers, LLC | 8,622 | $4.24M | 0.02% | −93−1.1% | Reduced |
| Transform Wealth, LLC | 8,667 | $4.26M | 0.48% | −303−3.4% | Reduced |
| Tocqueville Asset Management L.P. | 8,899 | $4.37M | 0.07% | +207+2.4% | Added |
| Benedict Financial Advisors Inc | 8,921 | $4.38M | 1.17% | −47−0.5% | Reduced |
| Asio Capital, LLC | 9,025 | $4.43M | 1.25% | +598+7.1% | Added |
| Icon Advisers Inc | 9,100 | $4.47M | 0.76% | 00.0% | Unchanged |
| AE Wealth Management LLC | 9,157 | $4.50M | 0.03% | +570+6.6% | Added |
| Tandem Capital Management Corp | 9,075 | $4.56M | 3.16% | 00.0% | Unchanged |
| Steadfast Capital Management (UK) Ltd. | 9,320 | $4.58M | 6.40% | +1,079+13.1% | Added |
| Tiger Eye Capital LLC | 9,383 | $4.61M | 1.76% | +9,383 | New |
| YHB Investment Advisors, Inc. | 9,387 | $4.61M | 0.41% | −300−3.1% | Reduced |
| DuPont Capital Management Corp | 9,457 | $4.64M | 0.19% | −8,213−46.5% | Reduced |
| KCM Investment Advisors LLC | 9,484 | $4.66M | 0.17% | −36−0.4% | Reduced |
| Mitchell Capital Management Co | 9,498 | $4.67M | 1.04% | +2,767+41.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 9,553 | $4.69M | 0.17% | +239+2.6% | Added |
| Bamco Inc | 9,600 | $4.72M | 0.01% | +9,600 | New |
| Advisor Partners LLC | 9,644 | $4.74M | 0.30% | +661+7.4% | Added |
| Narwhal Capital Management | 9,722 | $4.78M | 0.56% | 00.0% | Unchanged |
| Independent Advisor Alliance | 9,820 | $4.82M | 0.23% | +7,347+297.1% | Added |
| GHP Investment Advisors, Inc. | 9,922 | $4.87M | 0.32% | +708+7.7% | Added |
| Kestra Advisory Services, LLC | 9,941 | $4.88M | 0.05% | −519−5.0% | Reduced |
| Veritable, L.P. | 10,087 | $4.96M | 0.08% | +1,714+20.5% | Added |
| Keybank National Association | 10,138 | $4.98M | 0.02% | +961+10.5% | Added |
| JustInvest LLC | 10,240 | $5.03M | 0.24% | +2,163+26.8% | Added |
| Mill Capital Management, LLC | 10,478 | $5.15M | 0.49% | 00.0% | Unchanged |
| West Family Investments, Inc. | 10,565 | $5.19M | 1.48% | +53+0.5% | Added |
| Armstrong Shaw Associates Inc | 10,657 | $5.24M | 4.38% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 10,740 | $5.28M | 0.12% | −1,286−10.7% | Reduced |
| Peapack Gladstone Financial Corp | 10,764 | $5.29M | 0.10% | −110−1.0% | Reduced |
| Winmill & Co. Inc | 10,790 | $5.30M | 1.61% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 10,436 | $5.32M | 0.52% | −2,028−16.3% | Reduced |
| Bailard, Inc. | 10,864 | $5.34M | 0.18% | +36+0.3% | Added |
| E. Ohman J:or Asset Management AB | 11,000 | $5.40M | 0.18% | −900−7.6% | Reduced |
| Beacon Pointe Advisors, LLC | 11,029 | $5.42M | 0.07% | +6,905+167.4% | Added |
| Institutional & Family Asset Management, LLC | 11,140 | $5.47M | 0.86% | +88+0.8% | Added |
| IndexIQ Advisors LLC | 11,139 | $5.47M | 0.19% | +6,790+156.1% | Added |
| Pathstone Family Office, LLC | 293,359 | $5.49M | 0.13% | +282,508+2,603.5% | Added |
| Ethic Inc. | 11,193 | $5.50M | 0.38% | +1,741+18.4% | Added |
| Coastline Trust Co | 11,235 | $5.52M | 0.67% | −195−1.7% | Reduced |
| Allstate Corp | 11,753 | $5.77M | 0.15% | −8,448−41.8% | Reduced |
| Cetera Advisor Networks LLC | 11,830 | $5.81M | 0.07% | +1,083+10.1% | Added |
| Geneva Partners, LLC | 11,849 | $5.82M | 3.60% | +11,849 | New |
| Cumberland Partners Ltd | 11,850 | $5.82M | 0.44% | −366−3.0% | Reduced |
| Dowling & Yahnke LLC | 11,888 | $5.84M | 0.25% | +239+2.1% | Added |
| Prudential PLC | 12,069 | $5.93M | 0.09% | +5,955+97.4% | Added |
| Dixon Hubard Feinour & Brown Inc | 12,158 | $5.97M | 0.60% | +250+2.1% | Added |