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
- 1,423
- +58 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
- 149
- 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 |
|---|---|---|---|---|---|
| Westbourne Investment Advisors, Inc. | 12,432 | $6.11M | 2.53% | −1,776−12.5% | Reduced |
| Colony Group LLC | 12,544 | $6.16M | 0.09% | +8,614+219.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 12,623 | $6.20M | 0.33% | +784+6.6% | Added |
| Logan Capital Management Inc | 12,689 | $6.23M | 0.30% | +179+1.4% | Added |
| Private Advisor Group, LLC | 12,880 | $6.33M | 0.05% | +1,581+14.0% | Added |
| Ossiam | 12,890 | $6.33M | 0.17% | +12,734+8,162.8% | Added |
| Contravisory Investment Management, Inc. | 12,966 | $6.37M | 1.81% | +12,916+25,832.0% | Added |
| Banco Santander, S.A. | 12,970 | $6.37M | 0.07% | +303+2.4% | Added |
| Chartwell Investment Partners, LLC | 13,059 | $6.42M | 0.21% | −1,004−7.1% | Reduced |
| Meeder Asset Management Inc | 13,084 | $6.43M | 0.31% | +13,084 | New |
| First Citizens Bank & Trust Co | 13,266 | $6.52M | 0.25% | −172−1.3% | Reduced |
| Richard Bernstein Advisors LLC | 13,278 | $6.52M | 0.13% | +2,177+19.6% | Added |
| Hyman Charles D | 13,527 | $6.64M | 0.42% | 00.0% | Unchanged |
| Meritage Portfolio Management | 13,693 | $6.73M | 0.42% | +510+3.9% | Added |
| New Mexico Educational Retirement Board | 14,146 | $6.95M | 0.26% | −700−4.7% | Reduced |
| United Services Automobile Association | 14,239 | $6.99M | 0.13% | 00.0% | Unchanged |
| Simplex Trading, LLC | 14,379 | $7.06M | 0.22% | +88+0.6% | Added |
| Swarthmore Group Inc | 14,525 | $7.13M | 1.82% | −155−1.1% | Reduced |
| Tekla Capital Management LLC | 14,644 | $7.19M | 0.25% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 14,870 | $7.30M | 0.02% | +57+0.4% | Added |
| Metropolitan Life Insurance Co | 14,978 | $7.36M | 0.26% | −12,815−46.1% | Reduced |
| Sivik Global Healthcare LLC | 15,000 | $7.37M | 3.04% | −2,500−14.3% | Reduced |
| Scotia Capital Inc. | 15,115 | $7.42M | 0.05% | −69−0.5% | Reduced |
| GWM Advisors LLC | 15,423 | $7.58M | 0.13% | +6,784+78.5% | Added |
| Kiwi Wealth Investments Limited Partnership | 15,469 | $7.60M | 0.41% | −22−0.1% | Reduced |
| Kentucky Retirement Systems | 15,471 | $7.60M | 0.31% | +1,028+7.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,781 | $7.75M | 0.16% | +31+0.2% | Added |
| Daiwa Securities Group Inc. | 15,997 | $7.86M | 0.05% | +518+3.3% | Added |
| Timber Creek Capital Management LLC | 16,080 | $7.90M | 2.39% | −83−0.5% | Reduced |
| WBI Investments | 16,761 | $7.95M | 1.29% | +13,005+346.2% | Added |
| Summit Street Capital Management, LLC | 16,235 | $7.97M | 4.82% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 16,270 | $7.99M | 0.84% | −136−0.8% | Reduced |
| Louisiana State Employees Retirement System | 15,300 | $8.11M | 0.19% | +100+0.7% | Added |
| Capital Analysts, LLC | 16,573 | $8.14M | 0.52% | +481+3.0% | Added |
| Atria Investments LLC | 16,615 | $8.16M | 0.14% | +1,757+11.8% | Added |
| Siemens Fonds Invest GmbH | 16,669 | $8.19M | 0.66% | +125+0.8% | Added |
| Xponance, Inc. | 16,749 | $8.23M | 0.14% | +784+4.9% | Added |
| Great Lakes Advisors, LLC | 17,000 | $8.35M | 0.14% | +8,859+108.8% | Added |
| Unison Asset Management LLC | 17,789 | $8.74M | 7.50% | 00.0% | Unchanged |
| Parus Finance (UK) Ltd | 17,874 | $8.78M | 3.14% | −5,793−24.5% | Reduced |
| Oppenheimer & Co Inc | 17,889 | $8.79M | 0.16% | +64+0.4% | Added |
| Aptus Capital Advisors, LLC | 17,928 | $8.81M | 0.27% | +4,794+36.5% | Added |
| Vontobel Holding Ltd. | 17,548 | $8.82M | 0.08% | −4,312−19.7% | Reduced |
| Northwest & Ethical Investments L.P. | 18,220 | $8.95M | 0.29% | −4,215−18.8% | Reduced |
| Taylor Wealth Management Partners | 18,289 | $8.98M | 3.64% | −3,026−14.2% | Reduced |
| Stephens Inc | 18,317 | $9.00M | 0.15% | −2,018−9.9% | Reduced |
| Tamar Securities, LLC | 18,329 | $9.00M | 2.51% | +451+2.5% | Added |
| Greatmark Investment Partners, Inc. | 18,439 | $9.06M | 1.49% | −75−0.4% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 18,668 | $9.17M | 0.95% | +642+3.6% | Added |
| McKinley Capital Management LLC /Delaware | 18,810 | $9.24M | 0.92% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 18,854 | $9.26M | 0.06% | −829−4.2% | Reduced |
| Snowden Capital Advisors LLC | 18,902 | $9.29M | 0.37% | +17,410+1,166.9% | Added |
| Maryland State Retirement & Pension System | 18,960 | $9.31M | 0.25% | +148+0.8% | Added |
| Fifth Third Bancorp | 19,047 | $9.36M | 0.04% | +516+2.8% | Added |
| Huntington National Bank | 19,049 | $9.36M | 0.09% | +372+2.0% | Added |
| Elo Mutual Pension Insurance Co | 19,089 | $9.38M | 0.27% | +830+4.5% | Added |
| Sandy Spring Bank | 19,247 | $9.46M | 0.48% | +412+2.2% | Added |
| Wealthfront Advisers LLC | 19,268 | $9.46M | 0.04% | +5,340+38.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 19,276 | $9.47M | 0.04% | +269+1.4% | Added |
| Distillate Capital Partners LLC | 19,375 | $9.52M | 1.35% | +1,444+8.1% | Added |
| Robeco Schweiz AG | 19,465 | $9.56M | 0.13% | +1,988+11.4% | Added |
| Ilmarinen Mutual Pension Insurance Co | 19,500 | $9.58M | 0.12% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 19,546 | $9.60M | 1.53% | −10−0.1% | Reduced |
| Achmea Investment Management B.V. | 19,722 | $9.69M | 0.25% | +526+2.7% | Added |
| Securian Asset Management, Inc | 19,827 | $9.74M | 0.19% | −224−1.1% | Reduced |
| Cornerstone Advisors, LLC | 20,000 | $9.82M | 0.58% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 20,310 | $9.98M | 0.19% | +9,831+93.8% | Added |
| Highland Capital Management, LLC | 20,686 | $10.2M | 0.61% | −40−0.2% | Reduced |
| Impax Asset Management Group plc | 20,754 | $10.2M | 0.04% | +20+0.1% | Added |
| Creative Planning | 20,779 | $10.2M | 0.02% | +2,554+14.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 20,840 | $10.2M | 0.16% | +1,637+8.5% | Added |
| Parsec Financial Management, Inc. | 20,854 | $10.2M | 0.44% | +80.0% | Added |
| Pacer Advisors, Inc. | 20,876 | $10.3M | 0.08% | +8,252+65.4% | Added |
| CIBC World Markets Inc. | 21,354 | $10.5M | 0.04% | −5,366−20.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 21,445 | $10.5M | 0.21% | +751+3.6% | Added |
| Leuthold Group, LLC | 21,462 | $10.5M | 1.35% | +1,168+5.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 21,828 | $10.7M | 0.72% | 00.0% | Unchanged |
| GAM Holding AG | 21,966 | $10.8M | 0.53% | +2,812+14.7% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 21,047 | $10.8M | 1.87% | +160+0.8% | Added |
| Norinchukin Bank, The | 22,597 | $11.1M | 0.15% | +1,773+8.5% | Added |
| Baader Bank INC | 23,550 | $11.6M | 0.94% | 00.0% | Unchanged |
| Hartford Investment Management Co | 24,292 | $11.9M | 0.31% | −1,728−6.6% | Reduced |
| Moore Capital Management, LP | 24,434 | $12.0M | 0.39% | +24,434 | New |
| Geneos Wealth Management Inc. | 24,784 | $12.2M | 0.52% | +2,642+11.9% | Added |
| Tredje AP-fonden | 24,911 | $12.2M | 0.25% | +5,000+25.1% | Added |
| Shell Asset Management Co | 25,287 | $12.4M | 0.29% | −1,754−6.5% | Reduced |
| Gotham Asset Management, LLC | 25,691 | $12.6M | 0.39% | −2,594−9.2% | Reduced |
| Hyperion Capital Advisors LP | 25,792 | $12.7M | 4.80% | −2,762−9.7% | Reduced |
| First American Trust, FSB | 25,803 | $12.7M | 1.75% | +1,425+5.8% | Added |
| Calamos Advisors LLC | 25,890 | $12.7M | 0.05% | +7,020+37.2% | Added |
| Churchill Management Corp | 26,164 | $12.9M | 0.23% | +26,164 | New |
| Spire Wealth Management | 26,118 | $13.0M | 0.35% | +24,012+1,140.2% | Added |
| Illinois Municipal Retirement Fund | 26,670 | $13.1M | 0.39% | −1,082−3.9% | Reduced |
| Stock Yards Bank & Trust Co | 26,690 | $13.1M | 0.73% | +4,053+17.9% | Added |
| Jag Capital Management, LLC | 36,943 | $13.3M | 1.32% | +32,563+743.4% | Added |
| Umb Bank N A | 27,096 | $13.3M | 0.18% | +21,423+377.6% | Added |
| Nissay Asset Management Corp | 27,301 | $13.4M | 0.12% | +485+1.8% | Added |
| Perpetual Investment Management Ltd | 27,419 | $13.5M | 1.69% | −6,556−19.3% | Reduced |
| CIBC Asset Management Inc | 27,974 | $13.7M | 0.05% | +4,799+20.7% | Added |
| National Bank of Canada | 27,007 | $13.9M | 0.05% | +14,156+110.2% | Added |