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 |
|---|---|---|---|---|---|
| Peachtree Investment Partners, LLC | 2,398 | $1.18M | 0.54% | +1,805+304.4% | Added |
| Bremer Bank National Association | 2,428 | $1.19M | 0.20% | −33−1.3% | Reduced |
| Clarius Group, LLC | 2,587 | $1.20M | 0.09% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 2,454 | $1.21M | 0.05% | +2+0.1% | Added |
| Unigestion Holding SA | 2,400 | $1.21M | 0.05% | −83−3.3% | Reduced |
| Trust Asset Management LLC | 2,455 | $1.21M | 0.15% | +62+2.6% | Added |
| Foster & Motley Inc | 2,487 | $1.22M | 0.10% | −239−8.8% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 2,500 | $1.23M | 0.03% | +2,500 | New |
| National Asset Management, Inc. | 2,509 | $1.23M | 0.04% | +191+8.2% | Added |
| Regent Investment Management LLC | 2,515 | $1.24M | 0.29% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 2,518 | $1.24M | 0.10% | +254+11.2% | Added |
| Hollencrest Capital Management | 2,521 | $1.24M | 0.11% | +185+7.9% | Added |
| Desjardins Global Asset Management Inc. | 2,526 | $1.24M | 0.11% | +62+2.5% | Added |
| Principle Wealth Partners LLC | 2,530 | $1.24M | 0.13% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,548 | $1.25M | 0.06% | −379−12.9% | Reduced |
| Atria Wealth Solutions, Inc. | 2,562 | $1.26M | 0.02% | +2,562 | New |
| Exchange Traded Concepts, LLC | 2,577 | $1.27M | 0.03% | +2,303+840.5% | Added |
| Checchi Capital Advisers, LLC | 2,588 | $1.27M | 0.13% | +133+5.4% | Added |
| Conning Inc. | 2,598 | $1.28M | 0.03% | +10+0.4% | Added |
| Stableford Capital II LLC | 2,491 | $1.28M | 0.54% | −3,022−54.8% | Reduced |
| Lincoln National Corp | 2,637 | $1.29M | 0.03% | −104−3.8% | Reduced |
| Cypress Capital Management LLC | 2,639 | $1.30M | 0.16% | −185−6.6% | Reduced |
| Cox Capital Mgt LLC | 2,653 | $1.30M | 0.82% | −2,380−47.3% | Reduced |
| Garrison Point Advisors, LLC | 2,700 | $1.33M | 0.93% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 2,729 | $1.34M | 0.02% | +153+5.9% | Added |
| Pinnacle Financial Partners Inc | 2,749 | $1.35M | 0.04% | −19−0.7% | Reduced |
| Cetera Advisors LLC | 2,753 | $1.35M | 0.03% | +722+35.5% | Added |
| Lido Advisors, LLC | 2,764 | $1.36M | 0.03% | +728+35.8% | Added |
| Aaron Wealth Advisors | 667,567 | $1.36M | 0.03% | +666,040+43,617.6% | Added |
| DB Fitzpatrick & Co, Inc | 2,786 | $1.37M | 1.36% | +46+1.7% | Added |
| Insight Wealth Strategies, LLC | 2,816 | $1.38M | 0.20% | +269+10.6% | Added |
| Analyst IMS Investment Management Services Ltd. | 2,820 | $1.39M | 0.12% | −1,110−28.2% | Reduced |
| Forum Financial Management, LP | 2,826 | $1.39M | 0.07% | −10.0% | Reduced |
| Global Retirement Partners, LLC | 2,777 | $1.40M | 0.11% | +2,777 | New |
| Insight Inv LLC | 2,860 | $1.41M | 1.28% | −12−0.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,874 | $1.41M | 0.08% | −320−10.0% | Reduced |
| Aurora Investment Counsel | 2,899 | $1.42M | 0.91% | −562−16.2% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 2,856 | $1.43M | 0.04% | 00.0% | Unchanged |
| Central Trust Co | 2,927 | $1.44M | 0.04% | +29+1.0% | Added |
| Copperleaf Capital, LLC | 2,940 | $1.44M | 1.28% | +31+1.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,942 | $1.45M | 0.22% | −25−0.8% | Reduced |
| PKO Investment Management Joint-Stock Co | 3,000 | $1.47M | 0.18% | −739−19.8% | Reduced |
| Kinneret Advisory, LLC | 3,005 | $1.48M | 0.16% | +67+2.3% | Added |
| Coldstream Capital Management Inc | 3,016 | $1.48M | 0.05% | −195−6.1% | Reduced |
| Parallel Advisors, LLC | 2,986 | $1.50M | 0.06% | +238+8.7% | Added |
| Wealth Architects, LLC | 3,077 | $1.51M | 0.26% | −6−0.2% | Reduced |
| Richwood Investment Advisors, LLC | 3,082 | $1.51M | 1.35% | −180−5.5% | Reduced |
| Institute for Wealth Management, LLC. | 3,091 | $1.52M | 0.25% | −5−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 3,096 | $1.52M | 0.05% | −86−2.7% | Reduced |
| American National Registered Investment Advisor, Inc. | 3,103 | $1.52M | 0.55% | −109−3.4% | Reduced |
| Ameritas Advisory Services, LLC | 3,135 | $1.54M | 0.06% | +1,552+98.0% | Added |
| Western Wealth Management, LLC | 3,167 | $1.55M | 0.08% | +2,218+233.7% | Added |
| Miracle Mile Advisors, LLC | 3,180 | $1.56M | 0.07% | −21,204−87.0% | Reduced |
| Acropolis Investment Management, LLC | 3,196 | $1.57M | 0.14% | −40−1.2% | Reduced |
| Anchor Investment Management, LLC | 3,202 | $1.57M | 0.20% | +224+7.5% | Added |
| SRB Corp | 3,203 | $1.57M | 0.09% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 3,211 | $1.58M | 0.11% | +11+0.3% | Added |
| Signaturefd, LLC | 3,227 | $1.58M | 0.05% | +384+13.5% | Added |
| New England Research & Management, Inc. | 3,240 | $1.59M | 0.83% | 00.0% | Unchanged |
| Natixis Investment Managers International | 3,247 | $1.59M | 0.03% | +3,247 | New |
| Searle & Co. | 3,290 | $1.62M | 0.60% | 00.0% | Unchanged |
| FORA Capital, LLC | 3,224 | $1.62M | 0.29% | +1,923+147.8% | Added |
| Brookstone Capital Management | 3,192 | $1.63M | 0.03% | −144−4.3% | Reduced |
| Bank of the West | 3,321 | $1.63M | 0.17% | −7,494−69.3% | Reduced |
| Trail Ridge Investment Advisors, LLC | 3,336 | $1.64M | 1.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 3,340 | $1.64M | 0.11% | +2,218+197.7% | Added |
| Steward Partners Investment Advisory, LLC | 3,341 | $1.64M | 0.03% | −376−10.1% | Reduced |
| 44 Wealth Management LLC | 3,343 | $1.64M | 0.59% | −66−1.9% | Reduced |
| Sterling Investment Management, Inc. | 3,349 | $1.65M | 1.16% | −686−17.0% | Reduced |
| Kornitzer Capital Management Inc | 3,375 | $1.66M | 0.03% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 3,384 | $1.66M | 0.04% | −46−1.3% | Reduced |
| RMB Capital Management, LLC | 3,390 | $1.67M | 0.05% | +386+12.8% | Added |
| Archford Capital Strategies, LLC | 3,374 | $1.67M | 0.37% | +173+5.4% | Added |
| Johnson Investment Counsel Inc | 3,405 | $1.67M | 0.02% | −5−0.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,414 | $1.68M | 0.01% | −1,100−24.4% | Reduced |
| Comerica Securities,inc. | 3,415 | $1.68M | 0.11% | −525−13.3% | Reduced |
| Sequoia Financial Advisors, LLC | 3,420 | $1.68M | 0.04% | +768+29.0% | Added |
| Corient Capital Partners, LLC | 3,424 | $1.68M | 0.11% | +557+19.4% | Added |
| Tru Independence Asset Management 2, LLC | 3,454 | $1.70M | 0.97% | +240+7.5% | Added |
| Fort, L.P. | 3,465 | $1.70M | 0.64% | −392−10.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,476 | $1.71M | 0.19% | +18+0.5% | Added |
| Tudor Investment Corp Et Al | 3,497 | $1.72M | 0.04% | +3,497 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 3,500 | $1.72M | 0.49% | +10.0% | Added |
| CAPROCK Group, Inc. | 3,502 | $1.72M | 0.16% | +451+14.8% | Added |
| Heritage Wealth Advisors | 3,521 | $1.73M | 0.10% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,545 | $1.74M | 0.58% | +20+0.6% | Added |
| Pitcairn Co | 3,579 | $1.76M | 0.15% | +1,132+46.3% | Added |
| Blueshift Asset Management, LLC | 3,585 | $1.76M | 0.16% | −6,643−64.9% | Reduced |
| Cohen Klingenstein LLC | 3,600 | $1.77M | 0.07% | 00.0% | Unchanged |
| Matisse Capital | 3,622 | $1.78M | 1.64% | +350+10.7% | Added |
| Haverford Trust Co | 3,626 | $1.78M | 0.02% | −120−3.2% | Reduced |
| Arabesque Asset Management Ltd | 3,647 | $1.79M | 0.62% | +3,647 | New |
| Trustcore Financial Services, LLC | 3,659 | $1.80M | 0.16% | +2,662+267.0% | Added |
| Heartland Advisors Inc | 3,711 | $1.82M | 0.11% | +70+1.9% | Added |
| Massmutual Trust Co FSB | 3,725 | $1.83M | 0.07% | −127−3.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,729 | $1.83M | 0.03% | +3,217+628.3% | Added |
| Ieq Capital, LLC | 3,750 | $1.84M | 0.04% | +764+25.6% | Added |
| Meitav Dash Investments Ltd | 3,765 | $1.85M | 0.03% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 3,770 | $1.85M | 0.27% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 3,786 | $1.86M | 0.13% | +788+26.3% | Added |