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 |
|---|---|---|---|---|---|
| Burke & Herbert Bank & Trust Co | 1,040 | $511.0K | 0.32% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 1,045 | $513.0K | 0.15% | +1+0.1% | Added |
| JGP Global Gestao de Recursos Ltda. | 1,047 | $514.0K | 0.30% | +46+4.6% | Added |
| Prestige Wealth Management Group LLC | 1,046 | $514.0K | 0.13% | +973+1,332.9% | Added |
| Venture Visionary Partners LLC | 1,048 | $515.0K | 0.03% | +13+1.3% | Added |
| Beirne Wealth Consulting Services, LLC | 1,050 | $516.0K | 0.29% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 994 | $517.0K | 0.18% | +994 | New |
| J.W. Cole Advisors, Inc. | 1,062 | $522.0K | 0.03% | −3−0.3% | Reduced |
| Ellevest, Inc. | 1,066 | $524.0K | 0.04% | +205+23.8% | Added |
| Everhart Financial Group, Inc. | 1,073 | $527.0K | 0.30% | +178+19.9% | Added |
| Schechter Investment Advisors, LLC | 1,073 | $527.0K | 0.05% | +240+28.8% | Added |
| Advisors Capital Management, LLC | 1,073 | $527.0K | 0.01% | +272+34.0% | Added |
| RFG Advisory, LLC | 1,081 | $531.0K | 0.03% | −89−7.6% | Reduced |
| GraniteShares Advisors LLC | 1,081 | $531.0K | 0.29% | −4−0.4% | Reduced |
| Campion Asset Management LLC | 1,085 | $533.0K | 0.45% | −10−0.9% | Reduced |
| Cim Investment Mangement Inc | 1,096 | $538.0K | 0.18% | −1−0.1% | Reduced |
| Dodge & Cox | 1,100 | $540.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1,099 | $540.0K | 0.17% | +1,050+2,142.9% | Added |
| Walleye Trading LLC | 1,101 | $541.0K | 0.01% | +1,101 | New |
| Citizens Business Bank | 1,108 | $544.0K | 0.07% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,108 | $544.0K | 0.03% | +1+0.1% | Added |
| Beaumont Financial Partners, LLC | 1,107 | $544.0K | 0.04% | +16+1.5% | Added |
| Bedel Financial Consulting, Inc. | 1,109 | $545.0K | 0.17% | −7−0.6% | Reduced |
| Gladstone Institutional Advisory LLC | 1,115 | $548.0K | 0.04% | −50−4.3% | Reduced |
| Everett Harris & Co | 1,120 | $550.0K | 0.01% | 00.0% | Unchanged |
| Doyle Wealth Management | 1,122 | $551.0K | 0.04% | +2+0.2% | Added |
| CenterBook Partners LP | 1,123 | $552.0K | 0.20% | +685+156.4% | Added |
| Solidarilty Wealth, LLC | 1,071 | $554.0K | 0.31% | +1,071 | New |
| DRW Securities, LLC | 1,135 | $558.0K | 0.14% | +573+102.0% | Added |
| Patton Albertson Miller Group, LLC | 1,143 | $561.0K | 0.10% | −95−7.7% | Reduced |
| Level Four Advisory Services, LLC | 1,147 | $563.0K | 0.04% | +112+10.8% | Added |
| BCJ Capital Management, LLC | 1,148 | $564.0K | 0.05% | +91+8.6% | Added |
| Park National Corp | 1,153 | $566.0K | 0.02% | −108−8.6% | Reduced |
| Great Diamond Partners, LLC | 1,162 | $570.0K | 0.16% | +258+28.5% | Added |
| Eqis Capital Management, Inc. | 1,163 | $571.0K | 0.05% | −126−9.8% | Reduced |
| Cardiff Park Advisors, LLC | 1,168 | $574.0K | 0.08% | +40+3.5% | Added |
| HFG Advisors, Inc. | 1,172 | $575.0K | 0.66% | −197−14.4% | Reduced |
| Tobam | 1,179 | $579.0K | 0.03% | +422+55.7% | Added |
| Wealth Advisory Solutions, LLC | 1,181 | $580.0K | 0.12% | +1,181 | New |
| Sound View Wealth Advisors Group, LLC | 1,184 | $582.0K | 0.11% | −83−6.6% | Reduced |
| IFG Advisory, LLC | 1,186 | $582.0K | 0.06% | +29+2.5% | Added |
| Cable Hill Partners, LLC | 1,188 | $584.0K | 0.38% | +129+12.2% | Added |
| Farmers Trust Co | 1,199 | $589.0K | 0.13% | −79−6.2% | Reduced |
| Compagnie Lombard Odier SCmA | 1,200 | $589.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,205 | $591.0K | 0.01% | +46+4.0% | Added |
| WealthShield Partners, LLC | 1,209 | $594.0K | 0.10% | +1,209 | New |
| Deuterium Capital Management, LLC | 1,210 | $594.0K | 0.76% | +1,210 | New |
| First National Bank of South Miami | 1,211 | $595.0K | 0.36% | +204+20.3% | Added |
| Quent Capital, LLC | 1,215 | $597.0K | 0.11% | −963−44.2% | Reduced |
| Altium Wealth Management LLC | 1,220 | $599.0K | 0.04% | −44−3.5% | Reduced |
| First Western Trust Bank | 1,191 | $599.0K | 0.03% | +1,191 | New |
| Vestor Capital, LLC | 1,225 | $602.0K | 0.06% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 1,231 | $605.0K | 0.30% | −62−4.8% | Reduced |
| First Light Asset Management, LLC | 1,244 | $611.0K | 0.05% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,246 | $612.0K | 0.07% | +2+0.2% | Added |
| Belpointe Asset Management LLC | 1,248 | $613.0K | 0.04% | +103+9.0% | Added |
| Accredited Investors Inc. | 1,258 | $618.0K | 0.06% | +2+0.2% | Added |
| Wealth Management Associates, Inc. | 1,260 | $619.0K | 0.35% | +39+3.2% | Added |
| DGS Capital Management, LLC | 1,268 | $623.0K | 0.38% | +124+10.8% | Added |
| Circle Wealth Management, LLC | 1,275 | $626.0K | 0.08% | +7+0.6% | Added |
| Sutton Wealth Advisors Inc. | 1,279 | $628.3K | 0.22% | +8+0.6% | Added |
| Alpha Omega Wealth Management LLC | 1,281 | $629.0K | 0.10% | −25−1.9% | Reduced |
| Verity Asset Management, Inc. | 1,276 | $632.0K | 0.40% | +70+5.8% | Added |
| Buckingham Strategic Wealth, LLC | 1,303 | $640.0K | 0.01% | −6−0.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,303 | $640.0K | 0.09% | +1,303 | New |
| AGF Investments LLC | 1,304 | $641.0K | 0.05% | −109−7.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,323 | $650.0K | 0.12% | 00.0% | Unchanged |
| Compton Capital Management Inc | 1,325 | $651.0K | 0.18% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 1,328 | $653.0K | 0.11% | −47−3.4% | Reduced |
| Middleton & Co Inc | 1,334 | $655.0K | 0.07% | −66−4.7% | Reduced |
| Transcend Wealth Collective, LLC | 1,335 | $656.0K | 0.06% | −95−6.6% | Reduced |
| CSS LLC | 1,340 | $658.0K | 0.03% | −237−15.0% | Reduced |
| Resources Investment Advisors, LLC. | 1,356 | $666.0K | 0.03% | −8−0.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,361 | $669.0K | 0.02% | −114−7.7% | Reduced |
| Stanley-Laman Group, Ltd. | 1,361 | $669.0K | 0.09% | +679+99.6% | Added |
| Capital Investment Advisory Services, LLC | 1,376 | $676.0K | 0.07% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 1,386 | $681.0K | 0.28% | −20−1.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,392 | $684.0K | 0.18% | +1,392 | New |
| Baldwin Investment Management, LLC | 1,411 | $693.0K | 0.19% | −32−2.2% | Reduced |
| Kingsview Wealth Management, LLC | 1,412 | $693.6K | 0.03% | +317+28.9% | Added |
| Fukoku Mutual Life Insurance Co | 1,413 | $694.0K | 0.05% | −67−4.5% | Reduced |
| Deseret Mutual Benefit Administrators | 1,420 | $698.0K | 0.14% | −323−18.5% | Reduced |
| Lifeworks Advisors, LLC | 1,424 | $699.0K | 0.46% | −440−23.6% | Reduced |
| Bridges Investment Management Inc | 1,425 | $700.0K | 0.02% | −75−5.0% | Reduced |
| Evermay Wealth Management LLC | 1,425 | $700.0K | 0.12% | −10−0.7% | Reduced |
| Shufro Rose & Co LLC | 1,428 | $701.0K | 0.05% | +16+1.1% | Added |
| AIA Group Ltd | 1,432 | $703.0K | 0.03% | −2,865−66.7% | Reduced |
| Plancorp, LLC | 1,436 | $705.0K | 0.05% | +32+2.3% | Added |
| Summit X, LLC | 1,464 | $711.0K | 0.17% | +40+2.8% | Added |
| City Holding Co | 1,455 | $715.0K | 0.12% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,460 | $717.0K | 0.05% | −100−6.4% | Reduced |
| Telemus Capital, LLC | 1,459 | $717.0K | 0.06% | −8−0.5% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,469 | $721.0K | 0.34% | +1+0.1% | Added |
| Proequities, Inc. | 1,473 | $723.0K | 0.05% | +137+10.3% | Added |
| Dean Investment Associates, LLC | 1,479 | $727.0K | 0.13% | −134−8.3% | Reduced |
| First National Bank of Hutchinson | 1,482 | $728.0K | 0.42% | +382+34.7% | Added |
| Oxbow Advisors, LLC | 1,486 | $730.0K | 0.07% | +43+3.0% | Added |
| Salem Investment Counselors Inc | 1,494 | $734.0K | 0.03% | −12−0.8% | Reduced |
| Personal Cfo Solutions, LLC | 1,496 | $735.0K | 0.14% | −1−0.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,496 | $735.0K | 0.05% | +273+22.3% | Added |