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 |
|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | 95 | $46.0K | 0.00% | −27−22.1% | Reduced |
| Vigilant Capital Management, LLC | 95 | $46.0K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 94 | $46.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 93 | $46.0K | 0.01% | +15+19.2% | Added |
| Clear Street Markets LLC | 99 | $49.0K | 0.01% | −14,226−99.3% | Reduced |
| First Financial Corp | 99 | $49.0K | 0.03% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 100 | $49.0K | 0.01% | 00.0% | Unchanged |
| Siena Capital LLC | 100 | $49.0K | 0.03% | +100 | New |
| Farmers & Merchants Investments Inc | 103 | $51.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 104 | $51.0K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 105 | $52.0K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 105 | $52.0K | 0.01% | +105 | New |
| Thompson Siegel & Walmsley LLC | 110 | $54.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 110 | $54.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 109 | $54.0K | 0.01% | −2−1.8% | Reduced |
| Piscataqua Savings Bank | 109 | $54.0K | 0.04% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 109 | $54.0K | 0.01% | +4+3.8% | Added |
| Cambridge Trust Co | 115 | $56.0K | 0.00% | −149−56.4% | Reduced |
| M&R Capital Management Inc | 115 | $56.0K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 115 | $56.0K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 116 | $57.0K | 0.00% | +13+12.6% | Added |
| City State Bank | 122 | $60.0K | 0.04% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 122 | $60.0K | 0.02% | +31+34.1% | Added |
| Riverview Trust Co | 122 | $60.0K | 0.04% | +122 | New |
| West Paces Advisors Inc. | 123 | $60.4K | 0.02% | −13−9.6% | Reduced |
| Godsey & Gibb Associates | 126 | $62.0K | 0.02% | −36−22.2% | Reduced |
| Solstein Capital, LLC | 130 | $64.0K | 0.04% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 131 | $64.0K | 0.01% | +131 | New |
| Rosenberg Matthew Hamilton | 139 | $68.0K | 0.02% | +25+21.9% | Added |
| Cedar Wealth Management, LLC | 140 | $69.0K | 0.03% | −364−72.2% | Reduced |
| Raleigh Capital Management Inc. | 142 | $70.0K | 0.04% | +142 | New |
| Vectors Research Management, LLC | 147 | $72.0K | 0.02% | −96−39.5% | Reduced |
| Highlander Capital Management, LLC | 150 | $74.0K | 0.03% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 150 | $74.0K | 0.04% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 158 | $77.0K | 0.06% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 160 | $79.0K | 0.01% | −48−23.1% | Reduced |
| AllSquare Wealth Management LLC | 160 | $79.0K | 0.05% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 164 | $80.6K | 0.07% | 00.0% | Unchanged |
| O'Dell Group, LLC | 166 | $82.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 173 | $84.0K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 175 | $86.0K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 175 | $86.0K | 0.05% | 00.0% | Unchanged |
| Optimum Investment Advisors | 180 | $88.0K | 0.04% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 180 | $88.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 180 | $88.0K | 0.07% | 00.0% | Unchanged |
| First Command Bank | 180 | $88.0K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 187 | $92.0K | 0.10% | −47−20.1% | Reduced |
| JJJ Advisors Inc. | 190 | $93.0K | 0.03% | +17+9.8% | Added |
| Independence Bank of Kentucky | 198 | $97.0K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 202 | $99.0K | 0.01% | −432−68.1% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 202 | $99.0K | 0.07% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 210 | $103.0K | 0.00% | −10−4.5% | Reduced |
| Coastal Capital Group, Inc. | 225 | $110.0K | 0.03% | +1+0.4% | Added |
| SOA Wealth Advisors, LLC. | 228 | $112.0K | 0.03% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 232 | $114.0K | 0.05% | 00.0% | Unchanged |
| Investors Research Corp | 235 | $115.0K | 0.03% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 242 | $118.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 240 | $118.0K | 0.04% | 00.0% | Unchanged |
| Monolith Advisors | 262 | $121.0K | 0.10% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 246 | $121.0K | 0.02% | +14+6.0% | Added |
| Northern Oak Wealth Management Inc | 250 | $123.0K | 0.02% | −105−29.6% | Reduced |
| Monetary Management Group Inc | 250 | $123.0K | 0.03% | 00.0% | Unchanged |
| West Oak Capital, LLC | 250 | $123.0K | 0.06% | 00.0% | Unchanged |
| Seldon Capital LP | 250 | $123.0K | 0.07% | 00.0% | Unchanged |
| TCWP LLC | 253 | $124.0K | 0.02% | +253 | New |
| Silvant Capital Management LLC | 257 | $126.0K | 0.02% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 269 | $132.0K | 0.00% | +5+1.9% | Added |
| MV Capital Management, Inc. | 269 | $132.0K | 0.02% | +185+220.2% | Added |
| Centiva Capital, LP | 272 | $134.0K | 0.01% | +272 | New |
| Hanson & Doremus Investment Management | 275 | $135.0K | 0.03% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 276 | $136.0K | 0.06% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 284 | $139.0K | 0.05% | +18+6.8% | Added |
| Allworth Financial LP | 285 | $140.0K | 0.00% | +193+209.8% | Added |
| Private Ocean, LLC | 288 | $142.0K | 0.02% | −20−6.5% | Reduced |
| Simon Quick Advisors, LLC | 294 | $144.0K | 0.04% | +196+200.0% | Added |
| Wolff Wiese Magana LLC | 306 | $150.0K | 0.10% | +76+33.0% | Added |
| Islay Capital Management, LLC | 307 | $151.0K | 0.13% | 00.0% | Unchanged |
| Covestor Ltd | 307 | $151.0K | 0.10% | +129+72.5% | Added |
| Core Alternative Capital | 310 | $152.0K | 0.04% | −7,521−96.0% | Reduced |
| Mechanics Financial Corp | 316 | $155.0K | 0.08% | 00.0% | Unchanged |
| Addison Advisors LLC | 321 | $158.0K | 0.09% | +190+145.0% | Added |
| Archer Investment Corp | 313 | $159.7K | 0.06% | +1+0.3% | Added |
| PSI Advisors, LLC | 330 | $162.0K | 0.07% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 349 | $171.0K | 0.04% | 00.0% | Unchanged |
| First Manhattan Co | 356 | $174.0K | 0.00% | −100−21.9% | Reduced |
| Private Capital Group, LLC | 354 | $174.0K | 0.04% | +5+1.4% | Added |
| DB Wealth Management Group, LLC | 365 | $179.0K | 0.11% | −63−14.7% | Reduced |
| Byrne Asset Management LLC | 370 | $182.0K | 0.11% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 380 | $187.0K | 0.05% | +300+375.0% | Added |
| Larson Financial Group LLC | 393 | $193.0K | 0.03% | 00.0% | Unchanged |
| Central Bank & Trust Co | 399 | $196.0K | 0.03% | −649−61.9% | Reduced |
| FourThought Financial, LLC | 408 | $200.0K | 0.03% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 410 | $201.0K | 0.02% | +410 | New |
| Fairhaven Wealth Management, LLC | 410 | $201.0K | 0.08% | +410 | New |
| Vista Wealth Management Group, LLC | 408 | $201.0K | 0.03% | +408 | New |
| Washington Trust Co | 415 | $204.0K | 0.01% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 414 | $204.0K | 0.04% | +414 | New |
| Royal Capital Wealth Management, LLC | 416 | $204.0K | 0.20% | +416 | New |
| StrategIQ Financial Group, LLC | 417 | $205.0K | 0.02% | +417 | New |
| Carnegie Capital Asset Management, LLC | 420 | $206.0K | 0.01% | +420 | New |