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 |
|---|---|---|---|---|---|
| Payden & Rygel | 3,800 | $1.87M | 0.09% | +1,900+100.0% | Added |
| Metis Global Partners, LLC | 3,832 | $1.88M | 0.23% | +1,707+80.3% | Added |
| Trustmark National Bank Trust Department | 3,842 | $1.89M | 0.15% | +2,802+269.4% | Added |
| OPSEU Pension Plan Trust Fund | 3,837 | $1.89M | 0.45% | +60+1.6% | Added |
| Hancock Whitney Corp | 3,853 | $1.89M | 0.06% | −184−4.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,862 | $1.90M | 0.17% | +104+2.8% | Added |
| Csenge Advisory Group | 3,868 | $1.90M | 0.15% | +591+18.0% | Added |
| Michael B. Yongue | 3,875 | $1.90M | 1.39% | 00.0% | Unchanged |
| World Equity Group, Inc. | 3,880 | $1.91M | 0.41% | +3,880 | New |
| FRG Family Wealth Advisors LLC | 3,892 | $1.91M | 0.37% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 3,898 | $1.92M | 0.02% | −2,467−38.8% | Reduced |
| IBM Retirement Fund | 3,907 | $1.92M | 0.27% | −173−4.2% | Reduced |
| Smith, Moore & Co. | 3,910 | $1.92M | 0.26% | −15−0.4% | Reduced |
| BNC Wealth Management, LLC | 3,916 | $1.92M | 0.95% | +3,916 | New |
| Hofer & Associates. Inc | 3,918 | $1.93M | 1.69% | +1,804+85.3% | Added |
| Harfst & Associates, Inc. | 3,923 | $1.93M | 0.45% | +337+9.4% | Added |
| M Holdings Securities, Inc. | 3,971 | $1.95M | 0.15% | +3,971 | New |
| MAI Capital Management | 3,984 | $1.96M | 0.03% | +64+1.6% | Added |
| Zurich Insurance Group Ltd | 4,000 | $1.97M | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,034 | $1.98M | 0.04% | +47+1.2% | Added |
| First Business Financial Services, Inc. | 4,043 | $1.99M | 0.22% | +158+4.1% | Added |
| Qtron Investments LLC | 4,051 | $1.99M | 0.44% | −321−7.3% | Reduced |
| Community Capital Management, Inc. | – | $2.01M | 2.39% | – | – |
| Eagle Rock Investment Company, LLC | 4,164 | $2.04M | 0.43% | +4,164 | New |
| Keudell/Morrison Wealth Management | 4,189 | $2.06M | 0.86% | −300−6.7% | Reduced |
| Tufton Capital Management | 4,190 | $2.06M | 0.33% | 00.0% | Unchanged |
| Vista Investment Management | 4,201 | $2.06M | 1.13% | −142−3.3% | Reduced |
| Federated Hermes, Inc. | 4,210 | $2.07M | 0.00% | −22,018−83.9% | Reduced |
| TD Private Client Wealth LLC | 4,218 | $2.07M | 0.09% | +51+1.2% | Added |
| Cigna Investments Inc | 4,309 | $2.12M | 0.26% | −1,215−22.0% | Reduced |
| Intrust Bank NA | 4,315 | $2.12M | 0.27% | +226+5.5% | Added |
| Barden Capital Management, Inc. | 4,319 | $2.12M | 2.08% | −327−7.0% | Reduced |
| Orion Portfolio Solutions, LLC | 4,365 | $2.14M | 0.08% | +196+4.7% | Added |
| Truvestments Capital LLC | 4,413 | $2.17M | 1.19% | −258−5.5% | Reduced |
| Balentine LLC | 4,443 | $2.18M | 0.07% | +3,058+220.8% | Added |
| Cozad Asset Management Inc | 4,494 | $2.21M | 0.31% | +1,770+65.0% | Added |
| Profund Advisors LLC | 4,496 | $2.21M | 0.09% | −438−8.9% | Reduced |
| Sciencast Management LP | 4,447 | $2.21M | 0.51% | +4,447 | New |
| Bragg Financial Advisors, Inc | 4,530 | $2.23M | 0.13% | −1,802−28.5% | Reduced |
| AMG National Trust Bank | 4,531 | $2.23M | 0.07% | −45−1.0% | Reduced |
| American National Insurance Co | 4,555 | $2.24M | 0.60% | −1,045−18.7% | Reduced |
| KCS Wealth Advisory | 4,568 | $2.24M | 1.04% | +164+3.7% | Added |
| CWM, LLC | 4,592 | $2.26M | 0.02% | +2,119+85.7% | Added |
| Valeo Financial Advisors, LLC | 4,606 | $2.26M | 0.12% | +48+1.1% | Added |
| Blair William & Co | 4,616 | $2.27M | 0.01% | −79−1.7% | Reduced |
| Hohimer Wealth Management, LLC | 4,627 | $2.27M | 0.45% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 4,466 | $2.28M | 0.13% | −253−5.4% | Reduced |
| Jackson Wealth Management, LLC | 4,641 | $2.28M | 0.32% | −107−2.3% | Reduced |
| Savant Capital, LLC | 4,682 | $2.30M | 0.08% | +239+5.4% | Added |
| Avantax Advisory Services, Inc. | 4,767 | $2.32M | 0.03% | +259+5.7% | Added |
| Madison Wealth Management | 4,727 | $2.32M | 0.49% | +70+1.5% | Added |
| Capstone Investment Advisors, LLC | 4,735 | $2.33M | 0.05% | −2,779−37.0% | Reduced |
| Atlas Capital Advisors LLC | 4,752 | $2.33M | 0.36% | +834+21.3% | Added |
| Pettyjohn, Wood & White, Inc | 4,791 | $2.35M | 0.50% | −173−3.5% | Reduced |
| TrinityPoint Wealth, LLC | 4,795 | $2.35M | 0.43% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,810 | $2.36M | 0.07% | +481+11.1% | Added |
| Park Avenue Securities LLC | 4,810 | $2.36M | 0.04% | +439+10.0% | Added |
| Vestmark Advisory Solutions, Inc. | 4,812 | $2.36M | 0.13% | +2,976+162.1% | Added |
| LGT Fund Management Co Ltd. | 4,750 | $2.37M | 0.32% | +3,300+227.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,839 | $2.38M | 1.52% | +5+0.1% | Added |
| Chemistry Wealth Management LLC | 4,850 | $2.38M | 0.82% | +4,850 | New |
| Brighton Jones LLC | 4,856 | $2.38M | 0.11% | +87+1.8% | Added |
| Symmetry Partners, LLC | 4,869 | $2.39M | 0.15% | +778+19.0% | Added |
| Raymond James Trust N.A. | 4,888 | $2.40M | 0.07% | +813+20.0% | Added |
| Banque Pictet & Cie SA | 4,915 | $2.41M | 0.02% | −304−5.8% | Reduced |
| People's United Financial, Inc. | 4,918 | $2.42M | 0.07% | −947−16.1% | Reduced |
| Benchmark Investment Advisors LLC | 4,938 | $2.43M | 1.82% | +3+0.1% | Added |
| Diversified Trust Co | 4,946 | $2.43M | 0.08% | +104+2.1% | Added |
| Winton Group Ltd | 4,949 | $2.43M | 0.13% | −1,901−27.8% | Reduced |
| Voya Financial Advisors, Inc. | 4,856 | $2.44M | 0.28% | +1,275+35.6% | Added |
| ARGI Investment Services, LLC | 5,030 | $2.47M | 0.08% | −115−2.2% | Reduced |
| Liberty One Investment Management, LLC | 5,113 | $2.51M | 0.38% | +54+1.1% | Added |
| Strategy Asset Managers LLC | 5,114 | $2.51M | 0.54% | +1,505+41.7% | Added |
| Delta Capital Management LLC | 5,170 | $2.54M | 1.69% | −730−12.4% | Reduced |
| Van Leeuwen & Company, LLC | 5,224 | $2.57M | 1.89% | +5,224 | New |
| Old National Bancorp | 5,241 | $2.58M | 0.10% | −182−3.4% | Reduced |
| Malaga Cove Capital, LLC | 5,285 | $2.60M | 1.19% | −12−0.2% | Reduced |
| Pensionfund Sabic | 5,350 | $2.63M | 0.66% | −2,400−31.0% | Reduced |
| Zeke Capital Advisors, LLC | 5,351 | $2.63M | 0.13% | +1,816+51.4% | Added |
| Stonebridge Capital Advisors LLC | 5,385 | $2.65M | 0.29% | −5−0.1% | Reduced |
| Lederer & Associates Investment Counsel | 5,391 | $2.65M | 1.62% | −198−3.5% | Reduced |
| Cubist Systematic Strategies, LLC | 5,398 | $2.65M | 0.02% | +968+21.9% | Added |
| Jackson Hole Capital Partners, LLC | 5,439 | $2.67M | 0.77% | +173+3.3% | Added |
| Triasima Portfolio Management inc. | 5,450 | $2.68M | 0.13% | +5,450 | New |
| Shay Capital LLC | 5,500 | $2.70M | 0.97% | +4,500+450.0% | Added |
| Toroso Investments, LLC | 5,598 | $2.75M | 0.08% | −5,463−49.4% | Reduced |
| CX Institutional | 5,650 | $2.77M | 0.22% | +4,861+616.1% | Added |
| Verition Fund Management LLC | 5,688 | $2.79M | 0.05% | −7,355−56.4% | Reduced |
| Channing Global Advisors, LLC | 5,699 | $2.80M | 2.71% | −93−1.6% | Reduced |
| Oppenheimer Asset Management Inc. | 5,728 | $2.81M | 0.04% | +960+20.1% | Added |
| Sofos Investments, Inc. | 8,838 | $2.86M | 0.24% | −1,370−13.4% | Reduced |
| Strategic Financial Services, Inc, | 5,831 | $2.86M | 0.22% | −130−2.2% | Reduced |
| James Investment Research Inc | 5,874 | $2.88M | 0.30% | +1,877+47.0% | Added |
| Redpoint Investment Management Pty Ltd | 5,875 | $2.89M | 0.29% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 5,884 | $2.89M | 0.06% | −80,749−93.2% | Reduced |
| Kempen Capital Management N.V. | 5,909 | $2.90M | 0.09% | +5,909 | New |
| Family Legacy, Inc. | 5,936 | $2.92M | 1.22% | +8+0.1% | Added |
| Oliver Luxxe Assets LLC | 5,936 | $2.92M | 0.74% | +5,936 | New |
| Lester Murray Antman dba SimplyRich | 6,028 | $2.96M | 1.04% | 00.0% | Unchanged |
| Empirical Finance, LLC | 6,036 | $2.96M | 0.33% | +500+9.0% | Added |