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 |
|---|---|---|---|---|---|
| Samalin Investment Counsel, LLC | 744 | $365.0K | 0.22% | +191+34.5% | Added |
| Continuum Advisory, LLC | 729 | $366.0K | 0.07% | +729 | New |
| Atlas Private Wealth Advisors | 750 | $368.0K | 0.16% | −42−5.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 749 | $368.0K | 0.02% | −9−1.2% | Reduced |
| First National Trust Co | 759 | $373.0K | 0.02% | −6−0.8% | Reduced |
| Capital Management Corp | 760 | $373.0K | 0.08% | −1−0.1% | Reduced |
| Trust Investment Advisors | 759 | $373.0K | 0.30% | +307+67.9% | Added |
| Boston Common Asset Management, LLC | 761 | $374.0K | 0.02% | −92−10.8% | Reduced |
| Ridgecrest Wealth Partners, LLC | 765 | $376.0K | 0.24% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 765 | $376.0K | 0.09% | +59+8.4% | Added |
| Client 1st Advisory Group, LLC | 766 | $376.0K | 0.18% | +272+55.1% | Added |
| Altfest L J & Co Inc | 769 | $378.0K | 0.07% | +14+1.9% | Added |
| OneAscent Financial Services LLC | 773 | $379.0K | 0.27% | −31−3.9% | Reduced |
| Chesapeake Wealth Management | 772 | $379.0K | 0.14% | −4−0.5% | Reduced |
| Hurlow Wealth Management Group, Inc. | 776 | $381.0K | 0.23% | 00.0% | Unchanged |
| BBR Partners, LLC | 778 | $382.0K | 0.04% | 00.0% | Unchanged |
| Glenview Trust Co | 778 | $382.0K | 0.01% | +104+15.4% | Added |
| Legacy Advisors, LLC | 778 | $382.0K | 0.07% | +778 | New |
| Geller Advisors LLC | 783 | $384.0K | 0.07% | −46−5.5% | Reduced |
| Independent Financial Group, LLC | 783 | $384.6K | 0.03% | −212−21.3% | Reduced |
| East Coast Asset Management, LLC. | 785 | $386.0K | 0.09% | 00.0% | Unchanged |
| First Affirmative Financial Network | 790 | $388.0K | 0.37% | −17−2.1% | Reduced |
| Atlantic Trust, LLC | 792 | $389.0K | 0.26% | 00.0% | Unchanged |
| Meyer Handelman Co | 800 | $393.0K | 0.02% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 800 | $393.0K | 0.24% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 801 | $393.0K | 0.02% | +182+29.4% | Added |
| Barings LLC | 804 | $395.0K | 0.01% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 791 | $395.0K | 0.11% | +651+465.0% | Added |
| Arete Wealth Advisors, LLC | 809 | $397.0K | 0.03% | +809 | New |
| Brendel Financial Advisors LLC | 808 | $397.0K | 0.22% | +808 | New |
| Brandywine Oak Private Wealth LLC | 819 | $402.0K | 0.05% | −78−8.7% | Reduced |
| Krane Funds Advisors LLC | 821 | $403.0K | 0.02% | −91−10.0% | Reduced |
| Koss-Olinger Consulting, LLC | 823 | $404.0K | 0.07% | +5+0.6% | Added |
| Spinnaker Trust | 827 | $406.0K | 0.03% | 00.0% | Unchanged |
| Keel Point, LLC | 826 | $406.0K | 0.06% | +22+2.7% | Added |
| Avantax Planning Partners, Inc. | 826 | $406.0K | 0.02% | +50+6.4% | Added |
| Canal Capital Management, LLC | 829 | $407.0K | 0.11% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 840 | $413.0K | 0.06% | −14,305−94.5% | Reduced |
| Concord Wealth Partners | 840 | $413.0K | 0.11% | +9+1.1% | Added |
| Whalerock Point Partners, LLC | 845 | $415.1K | 0.15% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 846 | $416.0K | 0.00% | +429+102.9% | Added |
| Childress Capital Advisors, LLC | 851 | $417.0K | 0.15% | +117+15.9% | Added |
| PDS Planning, Inc | 850 | $418.0K | 0.07% | +24+2.9% | Added |
| Corbett Road Capital Management, LLC | 856 | $421.0K | 0.54% | +856 | New |
| DT Investment Partners, LLC | 862 | $423.0K | 0.05% | +328+61.4% | Added |
| Strategic Blueprint, LLC | 864 | $424.0K | 0.05% | −16−1.8% | Reduced |
| Valley National Advisers Inc | 869 | $427.0K | 0.08% | −1−0.1% | Reduced |
| Harbor Group, Inc. | 872 | $428.0K | 0.27% | 00.0% | Unchanged |
| Poplar Forest Capital LLC | 873 | $429.0K | 0.04% | −5−0.6% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 874 | $430.0K | 0.03% | +38+4.5% | Added |
| Convergence Investment Partners, LLC | 883 | $434.0K | 0.22% | −7−0.8% | Reduced |
| Arlington Partners LLC | 887 | $436.0K | 0.12% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 887 | $436.0K | 0.13% | +11+1.3% | Added |
| Zions Bancorporation, N.A. | 893 | $439.0K | 0.04% | +306+52.1% | Added |
| Brown Advisory Securities, LLC | 900 | $443.0K | 0.26% | −788−46.7% | Reduced |
| Horan Securities, Inc. | 901 | $443.0K | 0.26% | 00.0% | Unchanged |
| Holderness Investments Co | 903 | $444.0K | 0.15% | −27−2.9% | Reduced |
| Versor Investments LP | 903 | $444.0K | 0.02% | +903 | New |
| Axiom Financial Strategies, LLC | 888 | $447.0K | 0.23% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 913 | $449.0K | 0.01% | +101+12.4% | Added |
| Column Capital Advisors, LLC | 915 | $450.0K | 0.08% | +71+8.4% | Added |
| NorthRock Partners, LLC | 918 | $451.0K | 0.04% | −41−4.3% | Reduced |
| LWM Advisory Services, LLC | 926 | $455.0K | 0.57% | +219+31.0% | Added |
| PBMares Wealth Management LLC | 932 | $458.0K | 0.28% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 937 | $460.0K | 0.03% | −43−4.4% | Reduced |
| Lingohr & Partner Asset Management GmbH | 939 | $461.0K | 1.21% | −400−29.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 943 | $463.0K | 0.01% | −329−25.9% | Reduced |
| Spectrum Management Group, LLC | 942 | $463.0K | 0.07% | 00.0% | Unchanged |
| Wedmont Private Capital | 947 | $463.0K | 0.10% | +289+43.9% | Added |
| Bartlett & Co. LLC | 951 | $467.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 951 | $467.1K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 953 | $468.0K | 0.01% | 00.0% | Unchanged |
| Financial Advisory Group | 952 | $468.0K | 0.09% | +1+0.1% | Added |
| Country Club Bank | 936 | $470.0K | 0.04% | +936 | New |
| Pettinga Financial Advisors, LLC | 961 | $472.0K | 0.12% | +6+0.6% | Added |
| Evercore Wealth Management, LLC | 962 | $473.0K | 0.01% | −88−8.4% | Reduced |
| Waldron Private Wealth LLC | 971 | $476.0K | 0.02% | +244+33.6% | Added |
| Keystone Financial Group | 971 | $477.0K | 0.08% | −437−31.0% | Reduced |
| Stratos Wealth Advisors, LLC | 973 | $478.0K | 0.04% | +257+35.9% | Added |
| Charter Trust Co | 975 | $479.0K | 0.04% | −57−5.5% | Reduced |
| Cross Staff Investments Inc | 976 | $479.0K | 0.44% | −30−3.0% | Reduced |
| Founders Financial Alliance, LLC | 979 | $481.0K | 0.21% | −1−0.1% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 980 | $481.0K | 0.02% | +475+94.1% | Added |
| HBK Sorce Advisory LLC | 982 | $482.0K | 0.03% | −88−8.2% | Reduced |
| First Financial Bank - Trust Division | 986 | $484.0K | 0.05% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 988 | $485.0K | 0.23% | +13+1.3% | Added |
| American Trust | 988 | $486.0K | 0.03% | −58−5.5% | Reduced |
| Pure Financial Advisors, Inc. | 990 | $486.0K | 0.02% | +1+0.1% | Added |
| Fulton Bank, N.A. | 1,001 | $491.0K | 0.02% | −42−4.0% | Reduced |
| Jefferies Group LLC | 1,000 | $491.2K | 0.01% | −4,600−82.1% | Reduced |
| OneAscent Wealth Management LLC | 1,002 | $492.0K | 0.25% | −83−7.6% | Reduced |
| United Community Bank | 1,010 | $496.1K | 0.50% | +5+0.5% | Added |
| Hengehold Capital Management LLC | 1,012 | $497.0K | 0.07% | +31+3.2% | Added |
| Wealthcare Advisory Partners LLC | 1,015 | $498.0K | 0.03% | +54+5.6% | Added |
| Ascent Wealth Partners, LLC | 1,018 | $500.0K | 0.09% | −26−2.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,022 | $502.0K | 0.07% | +61+6.3% | Added |
| Capital Financial Planning, LLC | 1,031 | $507.0K | 0.18% | +2+0.2% | Added |
| Congress Wealth Management LLC | 1,032 | $507.0K | 0.01% | +44+4.5% | Added |
| Apollon Wealth Management, LLC | 1,037 | $509.0K | 0.04% | +249+31.6% | Added |
| Virtue Capital Management, LLC | 1,040 | $511.0K | 0.08% | −303−22.6% | Reduced |