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 |
|---|---|---|---|---|---|
| Parallax Volatility Advisers, L.P. | 419 | $206.0K | 0.00% | +419 | New |
| Ballast, Inc. | 421 | $206.0K | 0.08% | +421 | New |
| Fingerlakes Wealth Management, Inc. | 420 | $206.0K | 0.24% | +420 | New |
| Cohen & Steers, Inc. | 421 | $207.0K | 0.00% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 422 | $207.0K | 0.11% | +422 | New |
| Parkside Financial Bank & Trust | 423 | $208.0K | 0.06% | −105−19.9% | Reduced |
| Appleton Partners Inc | 425 | $209.0K | 0.02% | −61−12.6% | Reduced |
| Arkadios Wealth Advisors | 426 | $209.0K | 0.03% | −22−4.9% | Reduced |
| Goelzer Investment Management, Inc. | 426 | $209.0K | 0.02% | +426 | New |
| Buckingham Capital Management, Inc. | 425 | $209.0K | 0.03% | +425 | New |
| 180 Wealth Advisors, LLC | 404 | $209.0K | 0.05% | +404 | New |
| Wallington Asset Management, LLC | 428 | $210.0K | 0.04% | +428 | New |
| Sompo Asset Management Co., Ltd. | 430 | $211.0K | 0.05% | +430 | New |
| Integrated Investment Consultants, LLC | 429 | $211.0K | 0.06% | +429 | New |
| V Wealth Advisors LLC | 433 | $213.0K | 0.03% | +433 | New |
| International Assets Investment Management, LLC | 434 | $213.0K | 0.04% | +434 | New |
| Kings Point Capital Management | 435 | $214.0K | 0.02% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 435 | $214.0K | 0.05% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 437 | $215.0K | 0.06% | +437 | New |
| Clarus Wealth Advisors | 421 | $215.0K | 0.13% | +421 | New |
| Trust Co of Virginia | 441 | $216.0K | 0.02% | −400−47.6% | Reduced |
| Pallas Capital Advisors LLC | 420 | $217.0K | 0.03% | −166−28.3% | Reduced |
| Heritage Financial Services, LLC | 442 | $217.0K | 0.14% | −19−4.1% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 443 | $218.0K | 0.05% | −370−45.5% | Reduced |
| Windsor Capital Management, LLC | 445 | $218.0K | 0.07% | −57−11.4% | Reduced |
| Grove Bank & Trust | 443 | $218.0K | 0.04% | +443 | New |
| Manchester Capital Management LLC | 446 | $219.0K | 0.03% | −40−8.2% | Reduced |
| Carret Asset Management, LLC | 445 | $219.0K | 0.03% | +445 | New |
| SevenBridge Financial Group, LLC | 448 | $220.0K | 0.08% | −229−33.8% | Reduced |
| Stonnington Group, LLC | 430 | $220.0K | 0.05% | +430 | New |
| Engineers Gate Manager LP | 447 | $220.0K | 0.01% | +447 | New |
| Pecaut & Co. | 450 | $221.0K | 0.11% | 00.0% | Unchanged |
| Murphy Capital Management Inc | 450 | $221.0K | 0.03% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 450 | $221.0K | 0.02% | +450 | New |
| We Are One Seven, LLC | 449 | $221.0K | 0.02% | +449 | New |
| State of Wyoming | 453 | $223.0K | 0.11% | −557−55.1% | Reduced |
| Outlook Wealth Advisors, LLC | 454 | $223.0K | 0.07% | −9−1.9% | Reduced |
| Wealthsource Partners, LLC | 455 | $224.0K | 0.02% | −176−27.9% | Reduced |
| DSC Advisors, L.P. | 455 | $224.0K | 0.18% | +455 | New |
| Sage Rhino Capital LLC | 458 | $225.0K | 0.07% | 00.0% | Unchanged |
| Hightower 6M Holding, LLC | 459 | $225.0K | 0.02% | +459 | New |
| Salomon & Ludwin, LLC | 460 | $226.0K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 460 | $226.0K | 0.03% | +460 | New |
| Flagship Harbor Advisors, LLC | 462 | $227.0K | 0.02% | −100−17.8% | Reduced |
| WMS Partners, LLC | 463 | $227.0K | 0.03% | +463 | New |
| Avestar Capital, LLC | 462 | $227.0K | 0.04% | +462 | New |
| PEAK6 Investments LLC | 464 | $228.0K | 0.01% | +464 | New |
| Farmers & Merchants Trust Co of Long Beach | 470 | $231.0K | 0.06% | −27−5.4% | Reduced |
| Royal Fund Management, LLC | 472 | $231.0K | 0.03% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 471 | $231.0K | 0.03% | +18+4.0% | Added |
| Graypoint LLC | 469 | $231.0K | 0.02% | +31+7.1% | Added |
| B. Riley Wealth Management, Inc. | 471 | $231.0K | 0.02% | +471 | New |
| BSW Wealth Partners | 472 | $232.0K | 0.06% | −20−4.1% | Reduced |
| Abacus Planning Group, Inc. | 473 | $232.0K | 0.06% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 474 | $233.0K | 0.00% | −48−9.2% | Reduced |
| Formidable Asset Management, LLC | 477 | $234.0K | 0.04% | +1+0.2% | Added |
| Change Path, LLC | 477 | $234.0K | 0.01% | +477 | New |
| TCI Wealth Advisors, Inc. | 477 | $235.0K | 0.04% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 480 | $236.0K | 0.01% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 481 | $236.0K | 0.02% | +481 | New |
| Kozak & Associates, Inc. | 500 | $237.0K | 0.15% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 482 | $237.0K | 0.04% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 485 | $238.0K | 0.02% | 00.0% | Unchanged |
| Intrua Financial, LLC | 485 | $238.0K | 0.04% | +485 | New |
| Meridian Investment Counsel Inc. | 486 | $239.0K | 0.08% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 489 | $240.0K | 0.04% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 491 | $241.0K | 0.07% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 495 | $243.0K | 0.02% | −2,288−82.2% | Reduced |
| Bank of Hawaii | 494 | $243.0K | 0.01% | +494 | New |
| Aspiriant, LLC | 494 | $243.0K | 0.01% | +494 | New |
| Washington Trust Advisors, Inc. | 497 | $244.0K | 0.02% | −355−41.7% | Reduced |
| Smithfield Trust Co | 501 | $244.0K | 0.02% | +198+65.3% | Added |
| Advus Financial Partners, LLC | 497 | $244.2K | 0.12% | +497 | New |
| Successful Portfolios LLC | 501 | $246.0K | 0.14% | −31−5.8% | Reduced |
| Harbour Capital Advisors, LLC | 500 | $246.0K | 0.07% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 500 | $246.0K | 0.00% | 00.0% | Unchanged |
| EHP Funds Inc. | 500 | $246.0K | 0.04% | +500 | New |
| Alpha Paradigm Partners, LLC | 503 | $247.0K | 0.10% | −277−35.5% | Reduced |
| Laidlaw Wealth Management LLC | 505 | $248.0K | 0.04% | +6+1.2% | Added |
| Proficio Capital Partners LLC | 510 | $251.0K | 0.04% | −166−24.6% | Reduced |
| CVA Family Office, LLC | 510 | $251.0K | 0.06% | +150+41.7% | Added |
| Moors & Cabot, Inc. | 510 | $251.0K | 0.02% | +510 | New |
| Philadelphia Trust Co | 512 | $252.0K | 0.02% | +512 | New |
| Strategic Equity Management | 515 | $253.0K | 0.09% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 518 | $254.0K | 0.02% | +33+6.8% | Added |
| Legacy Financial Advisors, Inc. | 520 | $255.0K | 0.06% | −17−3.2% | Reduced |
| AdvisorNet Financial, Inc | 519 | $255.0K | 0.02% | +17+3.4% | Added |
| Greenspring Advisors, LLC | 523 | $257.0K | 0.07% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 525 | $258.0K | 0.17% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 525 | $258.0K | 0.09% | +525 | New |
| Wealthquest Corp | 560 | $259.0K | 0.04% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 526 | $259.0K | 0.01% | −19−3.5% | Reduced |
| CCG Wealth Management, LLC | 532 | $261.0K | 0.13% | −6−1.1% | Reduced |
| Paragon Capital Management Ltd | 532 | $261.0K | 0.05% | +17+3.3% | Added |
| Strategic Wealth Designers | 534 | $262.0K | 0.06% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 533 | $262.0K | 0.13% | +533 | New |
| Old Port Advisors | 533 | $266.0K | 0.09% | −10−1.8% | Reduced |
| Patron Partners Advisors, LLC | 543 | $266.0K | 0.18% | +50+10.1% | Added |
| St Germain D J Co Inc | 544 | $267.0K | 0.02% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 543 | $267.0K | 0.04% | +45+9.0% | Added |