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 |
|---|---|---|---|---|---|
| Shepherd Kaplan Krochuk, LLC | 1,500 | $737.0K | 0.28% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 1,500 | $737.0K | 0.27% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 1,505 | $739.0K | 0.20% | −5−0.3% | Reduced |
| Qube Research & Technologies Ltd | 1,508 | $741.0K | 0.01% | −1,738−53.5% | Reduced |
| Affinity Investment Advisors, LLC | 1,515 | $744.0K | 0.30% | −39−2.5% | Reduced |
| American Portfolios Advisors | 1,525 | $749.2K | 0.03% | +275+22.0% | Added |
| Dynamic Advisor Solutions LLC | 1,533 | $753.0K | 0.05% | +76+5.2% | Added |
| Bradley Foster & Sargent Inc | 1,534 | $754.0K | 0.02% | +174+12.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,541 | $757.0K | 0.13% | +54+3.6% | Added |
| Mutual Advisors, LLC | 1,546 | $759.0K | 0.04% | −287−15.7% | Reduced |
| Warther Private Wealth, LLC | 1,520 | $759.0K | 0.49% | +1,520 | New |
| Shelton Capital Management | 1,555 | $764.0K | 0.03% | −4,500−74.3% | Reduced |
| Intersect Capital LLC | 1,566 | $769.0K | 0.15% | +877+127.3% | Added |
| AXS Investments LLC | 1,585 | $779.0K | 0.31% | −454−22.3% | Reduced |
| Personal Capital Advisors Corp | 1,593 | $783.0K | 0.00% | −129−7.5% | Reduced |
| Wealth Alliance | 1,595 | $783.0K | 0.16% | −57−3.5% | Reduced |
| EP Wealth Advisors, LLC | 1,593 | $783.0K | 0.02% | +1,593 | New |
| Systematic Alpha Investments, LLC | 1,597 | $784.0K | 0.04% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,596 | $784.0K | 0.02% | +23+1.5% | Added |
| Gryphon Financial Partners LLC | 1,598 | $785.0K | 0.16% | +25+1.6% | Added |
| Citizens Financial Group Inc | 1,597 | $785.0K | 0.03% | +116+7.8% | Added |
| Perigon Wealth Management, LLC | 1,607 | $790.0K | 0.06% | +65+4.2% | Added |
| Harbor Investment Advisory, LLC | 1,624 | $798.0K | 0.11% | −21−1.3% | Reduced |
| Fulcrum Asset Management LLP | – | $805.0K | 0.23% | – | – |
| Thomasville National Bank | 1,667 | $819.0K | 0.08% | −13−0.8% | Reduced |
| McLean Asset Management Corp | 1,699 | $834.0K | 0.62% | +16+1.0% | Added |
| Stony Point Wealth Management Inc. | 1,701 | $836.0K | 0.44% | +325+23.6% | Added |
| Wesbanco Bank Inc | 1,716 | $843.0K | 0.03% | −706−29.1% | Reduced |
| Rehmann Capital Advisory Group | 1,716 | $843.2K | 0.08% | −1−0.1% | Reduced |
| Terry L. Blaker | 1,736 | $853.0K | 0.07% | −85−4.7% | Reduced |
| Windsor Group LTD | 1,640 | $854.0K | 0.16% | +160+10.8% | Added |
| Defined Wealth Management, LLC | 1,745 | $857.0K | 0.75% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 1,745 | $857.0K | 0.26% | −85−4.6% | Reduced |
| IFP Advisors, Inc | 3,715 | $858.0K | 0.01% | +2,572+225.0% | Added |
| Indie Asset Partners, LLC | 1,753 | $861.0K | 0.65% | −119−6.4% | Reduced |
| Laurel Wealth Advisors, Inc. | 1,771 | $870.0K | 0.07% | −21−1.2% | Reduced |
| Monarch Capital Management Inc | 1,771 | $870.0K | 0.23% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 1,777 | $873.0K | 0.34% | +1,777 | New |
| Morris Capital Advisors, LLC | 1,793 | $881.0K | 0.68% | −15−0.8% | Reduced |
| Colonial River Wealth Management, LLC | 1,812 | $890.0K | 0.51% | +2+0.1% | Added |
| Signature Estate & Investment Advisors LLC | 1,813 | $890.0K | 0.04% | +97+5.7% | Added |
| Indiana Trust & Investment Management CO | 1,815 | $892.0K | 0.43% | +52+2.9% | Added |
| Community Bank, N.A. | 1,820 | $894.0K | 0.11% | +95+5.5% | Added |
| Basepoint Wealth LLC | 1,830 | $899.0K | 0.83% | −142−7.2% | Reduced |
| Garde Capital, Inc. | 1,850 | $909.0K | 0.09% | 00.0% | Unchanged |
| Roundview Capital LLC | 1,858 | $912.0K | 0.09% | +52+2.9% | Added |
| Financial Counselors Inc | 1,876 | $922.0K | 0.02% | −4−0.2% | Reduced |
| Fiduciary Trust Co | 1,877 | $922.0K | 0.02% | +488+35.1% | Added |
| Northwest Bancshares, Inc. | 1,888 | $927.0K | 0.18% | −64−3.3% | Reduced |
| J. W. Coons Advisors, LLC | 1,897 | $931.0K | 0.28% | +801+73.1% | Added |
| Sanders Morris Harris LLC | 1,900 | $933.0K | 0.18% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 1,915 | $941.0K | 0.01% | 00.0% | Unchanged |
| King Wealth | 1,943 | $954.0K | 0.19% | 00.0% | Unchanged |
| Covington Capital Management | 1,942 | $954.0K | 0.03% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 1,951 | $958.0K | 0.19% | −4−0.2% | Reduced |
| Strategic Advisors LLC | 1,958 | $961.0K | 0.17% | +2+0.1% | Added |
| Sentry Investment Management LLC | 1,958 | $962.0K | 0.31% | −329−14.4% | Reduced |
| Willner & Heller, LLC | 2,076 | $963.0K | 1.18% | +5+0.2% | Added |
| Taylor Hoffman Wealth Management | 1,997 | $981.0K | 0.39% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 2,000 | $982.0K | 0.13% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2,027 | $992.0K | 0.11% | +174+9.4% | Added |
| Quadrant Capital Group LLC | 2,023 | $993.0K | 0.12% | +164+8.8% | Added |
| Intellectus Partners, LLC | 2,032 | $998.0K | 0.30% | −185−8.3% | Reduced |
| Chicago Capital, LLC | 2,036 | $1.00M | 0.04% | 00.0% | Unchanged |
| Bessemer Securities LLC | 2,035 | $1.00M | 0.29% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 2,043 | $1.00M | 0.19% | +461+29.1% | Added |
| Vanguard Capital Wealth Advisors | 2,050 | $1.01M | 0.72% | +6+0.3% | Added |
| Fund Management at Engine No. 1 LLC | 2,055 | $1.01M | 0.25% | +2,055 | New |
| Graves-Light Private Wealth Management, Inc. | 2,062 | $1.01M | 0.14% | −7−0.3% | Reduced |
| Buckley Wealth Management, LLC | 2,074 | $1.02M | 0.28% | +274+15.2% | Added |
| Integrated Wealth Concepts LLC | 2,075 | $1.02M | 0.03% | +565+37.4% | Added |
| Twin Capital Management Inc | 2,092 | $1.03M | 0.11% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 2,097 | $1.03M | 0.06% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 2,106 | $1.03M | 0.33% | −179−7.8% | Reduced |
| DCM Advisors, LLC | 2,105 | $1.03M | 0.37% | +776+58.4% | Added |
| Cerity Partners LLC | 2,109 | $1.04M | 0.02% | −828−28.2% | Reduced |
| Sigma Planning Corp | 2,120 | $1.04M | 0.03% | −180−7.8% | Reduced |
| SeaCrest Wealth Management, LLC | 2,135 | $1.05M | 0.12% | +173+8.8% | Added |
| Bard Financial Services, Inc. | 2,150 | $1.06M | 0.09% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 2,153 | $1.06M | 0.13% | −1,807−45.6% | Reduced |
| Beacon Financial Group | 2,110 | $1.06M | 0.14% | −44−2.0% | Reduced |
| Pinnacle Associates Ltd | 2,164 | $1.06M | 0.02% | +71+3.4% | Added |
| Atlantic Union Bankshares Corp | 2,208 | $1.08M | 0.09% | −58−2.6% | Reduced |
| Clearstead Advisors, LLC | 2,229 | $1.09M | 0.07% | +2+0.1% | Added |
| Simplify Asset Management Inc. | 2,244 | $1.10M | 0.12% | +1,122+100.0% | Added |
| Connectus Wealth, LLC | 2,378 | $1.10M | 0.03% | −242−9.2% | Reduced |
| 9258 Wealth Management, LLC | 2,249 | $1.10M | 0.26% | +77+3.5% | Added |
| Souders Financial Advisors | 2,251 | $1.11M | 0.32% | +24+1.1% | Added |
| Busey Wealth Management | 2,253 | $1.11M | 0.04% | −50−2.2% | Reduced |
| Verus Financial Partners, Inc. | 2,208 | $1.13M | 0.16% | +10.0% | Added |
| Global Trust Asset Management, LLC | 2,307 | $1.13M | 0.47% | +509+28.3% | Added |
| River & Mercantile Investments Ltd | 2,307 | $1.13M | 0.25% | +2,307 | New |
| Arden Trust Co | 2,311 | $1.14M | 0.22% | −105−4.3% | Reduced |
| Leonteq Securities AG | 2,330 | $1.14M | 0.05% | −1,324−36.2% | Reduced |
| Gofen & Glossberg LLC | 2,346 | $1.15M | 0.03% | −4−0.2% | Reduced |
| Semmax Financial Advisors Inc. | 2,350 | $1.15M | 0.45% | −214−8.3% | Reduced |
| 1st Source Bank | 2,362 | $1.16M | 0.07% | −15−0.6% | Reduced |
| Algert Global LLC | 2,369 | $1.16M | 0.08% | +2,369 | New |
| Latitude Advisors, LLC | 2,373 | $1.17M | 0.26% | +747+45.9% | Added |
| Money Concepts Capital Corp | 2,390 | $1.17M | 0.07% | +950+66.0% | Added |