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 |
|---|---|---|---|---|---|
| Vise Technologies, Inc. | 544 | $267.0K | 0.10% | +544 | New |
| Forum Private Client Group LLC | 544 | $267.0K | 0.21% | +544 | New |
| Jacobi Capital Management LLC | 546 | $268.0K | 0.03% | −1−0.2% | Reduced |
| Northeast Investment Management | 546 | $268.0K | 0.01% | 00.0% | Unchanged |
| Bridgeworth, LLC | 545 | $268.0K | 0.06% | 00.0% | Unchanged |
| Highland Private Wealth Management | 544 | $268.0K | 0.04% | +45+9.0% | Added |
| KB Financial Partners, LLC | 547 | $268.0K | 0.07% | +54+11.0% | Added |
| Hamilton Capital, LLC | 546 | $268.0K | 0.02% | +546 | New |
| Renaissance Group LLC | 547 | $269.0K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 552 | $271.0K | 0.06% | −31,896−98.3% | Reduced |
| Waddell & Associates, LLC | 554 | $272.0K | 0.04% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 554 | $272.0K | 0.12% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 555 | $272.6K | 0.10% | +555 | New |
| Vantage Consulting Group Inc | 560 | $275.0K | 0.11% | −294−34.4% | Reduced |
| Syntax Advisors, LLC | 560 | $275.0K | 0.23% | −294−34.4% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 560 | $275.0K | 0.10% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 559 | $275.0K | 0.09% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 562 | $276.0K | 0.02% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 563 | $277.0K | 0.06% | +5+0.9% | Added |
| Kovack Advisors, Inc. | 568 | $278.0K | 0.03% | −461−44.8% | Reduced |
| First Bank & Trust | 565 | $278.0K | 0.09% | +38+7.2% | Added |
| Virtu Financial LLC | 567 | $279.0K | 0.02% | +567 | New |
| Focus Financial Network, Inc. | 571 | $280.7K | 0.02% | +571 | New |
| Roberts Glore & Co Inc | 573 | $281.0K | 0.08% | −2−0.3% | Reduced |
| Two Sigma Securities, LLC | 573 | $281.0K | 0.04% | +573 | New |
| Accuvest Global Advisors | 573 | $281.0K | 0.14% | +573 | New |
| Buckingham Strategic Partners | 573 | $281.0K | 0.03% | +573 | New |
| Inverness Counsel LLC | 574 | $282.0K | 0.01% | −220−27.7% | Reduced |
| AIMZ Investment Advisors, LLC | 575 | $282.0K | 0.12% | −15−2.5% | Reduced |
| Old Mission Investment Co LLC | 575 | $282.5K | 0.11% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 578 | $284.0K | 0.05% | +578 | New |
| Alliance Wealth Advisors, LLC | 580 | $285.0K | 0.24% | −122−17.4% | Reduced |
| Berger Financial Group, Inc | 581 | $285.0K | 0.04% | +150+34.8% | Added |
| Ascent Group, LLC | 588 | $289.0K | 0.03% | +588 | New |
| Lehman & Derafelo Financial Resources LLC | 590 | $290.0K | 0.08% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 473 | $290.0K | 0.05% | +473 | New |
| Investment Management of Virginia LLC | 594 | $291.0K | 0.05% | +594 | New |
| Aurora Private Wealth, Inc. | 595 | $292.0K | 0.12% | −29−4.6% | Reduced |
| First National Bank | 593 | $292.0K | 0.27% | 00.0% | Unchanged |
| Family Firm, Inc. | 597 | $293.0K | 0.08% | +1+0.2% | Added |
| CPWM, LLC | 596 | $293.0K | 0.02% | −7−1.2% | Reduced |
| Wintrust Investments LLC | 600 | $295.0K | 0.03% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 600 | $295.0K | 0.05% | +136+29.3% | Added |
| Watershed Asset Management, L.L.C. | 605 | $297.0K | 0.30% | 00.0% | Unchanged |
| Humankind Investments LLC | 609 | $299.0K | 0.12% | −23−3.6% | Reduced |
| Fisher Asset Management, LLC | 609 | $299.0K | 0.00% | +121+24.8% | Added |
| Eagle Bay Advisors LLC | 612 | $301.0K | 0.25% | −226−27.0% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 613 | $301.0K | 0.24% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 613 | $301.0K | 0.05% | +124+25.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 616 | $302.0K | 0.02% | +8+1.3% | Added |
| Clare Market Investments LLC | 615 | $302.1K | 0.10% | +615 | New |
| Sage Mountain Advisors LLC | 617 | $303.0K | 0.05% | −32−4.9% | Reduced |
| PFS Investments Inc. | 618 | $304.0K | 0.01% | +618 | New |
| Baker Tilly Wealth Management, LLC | 625 | $307.0K | 0.03% | −304−32.7% | Reduced |
| Washington Capital Management Inc | 625 | $307.0K | 0.25% | 00.0% | Unchanged |
| Caldwell Trust Co | 625 | $307.0K | 0.04% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 627 | $308.0K | 0.14% | −226−26.5% | Reduced |
| King Luther Capital Management Corp | 627 | $308.0K | 0.00% | −5−0.8% | Reduced |
| Accretive Wealth Partners, LLC | 633 | $311.0K | 0.20% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 634 | $311.0K | 0.01% | +156+32.6% | Added |
| LVW Advisors, LLC | 637 | $313.0K | 0.05% | +3+0.5% | Added |
| Meridian Wealth Management, LLC | 642 | $315.0K | 0.03% | 00.0% | Unchanged |
| Bluestein R H & Co | 646 | $317.0K | 0.01% | 00.0% | Unchanged |
| Diligent Investors, LLC | 645 | $317.0K | 0.09% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 648 | $318.0K | 0.03% | −19−2.8% | Reduced |
| Henshaw Capital LLC | 648 | $318.3K | 0.02% | +648 | New |
| Constitution Capital LLC | 650 | $319.0K | 0.17% | −100−13.3% | Reduced |
| Midwest Wealth Management Inc. | 650 | $319.0K | 0.19% | 00.0% | Unchanged |
| Essex Savings Bank | 652 | $320.0K | 0.11% | +188+40.5% | Added |
| Berkshire Asset Management LLC | 654 | $321.0K | 0.02% | −335−33.9% | Reduced |
| Monterey Private Wealth, Inc. | 638 | $321.0K | 0.16% | +638 | New |
| Joel Isaacson & Co., LLC | 627 | $322.0K | 0.02% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 658 | $323.0K | 0.04% | −46−6.5% | Reduced |
| Montag A & Associates Inc | 658 | $323.0K | 0.02% | +1+0.2% | Added |
| Caxton Associates LP | 657 | $323.0K | 0.03% | +657 | New |
| GoalVest Advisory LLC | 657 | $323.0K | 0.18% | +657 | New |
| Marotta Asset Management | 661 | $324.6K | 0.08% | +138+26.4% | Added |
| Court Place Advisors, LLC | 667 | $328.0K | 0.11% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 672 | $330.0K | 0.18% | 00.0% | Unchanged |
| Apella Capital, LLC | 676 | $332.0K | 0.05% | +676 | New |
| SJS Investment Consulting Inc. | 684 | $336.0K | 0.10% | +8+1.2% | Added |
| Fort Point Capital Partners LLC | 691 | $339.0K | 0.05% | −5−0.7% | Reduced |
| Financial Engines Advisors L.L.C. | 692 | $340.0K | 0.00% | +72+11.6% | Added |
| Glassman Wealth Services | 699 | $343.0K | 0.06% | −28−3.9% | Reduced |
| Reston Wealth Management LLC | 700 | $344.0K | 0.18% | 00.0% | Unchanged |
| JB Capital LLC | 702 | $345.0K | 0.03% | +2+0.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 702 | $345.0K | 0.00% | +8+1.2% | Added |
| EverSource Wealth Advisors, LLC | 704 | $346.0K | 0.09% | +153+27.8% | Added |
| E Fund Management Co., Ltd. | 706 | $347.0K | 0.01% | −117−14.2% | Reduced |
| Adams Wealth Management | 706 | $347.0K | 0.11% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 706 | $347.0K | 0.34% | +49+7.5% | Added |
| Maxele Advisors, LLC | 708 | $347.8K | 0.43% | −62−8.1% | Reduced |
| AlphaCrest Capital Management LLC | 710 | $349.0K | 0.02% | −3,006−80.9% | Reduced |
| Woodstock Corp | 713 | $350.0K | 0.04% | −7−1.0% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 715 | $351.0K | 0.22% | 00.0% | Unchanged |
| Sierra Capital LLC | 715 | $351.0K | 0.06% | +11+1.6% | Added |
| Nwam LLC | 715 | $351.0K | 0.03% | +715 | New |
| ASB Consultores, LLC | 717 | $352.0K | 0.15% | +219+44.0% | Added |
| Freestone Capital Holdings, LLC | 722 | $355.0K | 0.01% | +185+34.5% | Added |
| Summit Financial Group Inc | 744 | $365.0K | 0.12% | 00.0% | Unchanged |