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
- 1,423
- +58 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
- 149
- 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 | 1,702 | $107.2B |
| Q2 2024 | 1,712 | $112.7B |
| Q1 2024 | 1,672 | $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 | 1,550 | $108.8B |
| Q3 2022 | 1,448 | $97.0B |
| Q2 2022 | 1,443 | $103.2B |
| Q1 2022 | 1,423 | $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 |
|---|---|---|---|---|---|
| Gladstone Institutional Advisory LLC | 1,115 | $548.0K | 0.04% | −50−4.3% | Reduced |
| Bedel Financial Consulting, Inc. | 1,109 | $545.0K | 0.17% | −7−0.6% | Reduced |
| 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 |
| Walleye Trading LLC | 1,101 | $541.0K | 0.01% | +1,101 | New |
| 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 |
| Cim Investment Mangement Inc | 1,096 | $538.0K | 0.18% | −1−0.1% | Reduced |
| Campion Asset Management LLC | 1,085 | $533.0K | 0.45% | −10−0.9% | Reduced |
| 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 |
| 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 |
| Ellevest, Inc. | 1,066 | $524.0K | 0.04% | +205+23.8% | Added |
| J.W. Cole Advisors, Inc. | 1,062 | $522.0K | 0.03% | −3−0.3% | Reduced |
| Waterfront Wealth Inc. | 994 | $517.0K | 0.18% | +994 | New |
| Beirne Wealth Consulting Services, LLC | 1,050 | $516.0K | 0.29% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 1,048 | $515.0K | 0.03% | +13+1.3% | 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 |
| GSB Wealth Management, LLC | 1,045 | $513.0K | 0.15% | +1+0.1% | Added |
| Virtue Capital Management, LLC | 1,040 | $511.0K | 0.08% | −303−22.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,040 | $511.0K | 0.32% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 1,037 | $509.0K | 0.04% | +249+31.6% | 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 |
| Pinnacle Wealth Management Advisory Group, LLC | 1,022 | $502.0K | 0.07% | +61+6.3% | Added |
| Ascent Wealth Partners, LLC | 1,018 | $500.0K | 0.09% | −26−2.5% | Reduced |
| Wealthcare Advisory Partners LLC | 1,015 | $498.0K | 0.03% | +54+5.6% | Added |
| Hengehold Capital Management LLC | 1,012 | $497.0K | 0.07% | +31+3.2% | Added |
| United Community Bank | 1,010 | $496.1K | 0.50% | +5+0.5% | Added |
| OneAscent Wealth Management LLC | 1,002 | $492.0K | 0.25% | −83−7.6% | Reduced |
| Jefferies Group LLC | 1,000 | $491.2K | 0.01% | −4,600−82.1% | Reduced |
| Fulton Bank, N.A. | 1,001 | $491.0K | 0.02% | −42−4.0% | Reduced |
| American Trust | 988 | $486.0K | 0.03% | −58−5.5% | Reduced |
| Pure Financial Advisors, Inc. | 990 | $486.0K | 0.02% | +1+0.1% | Added |
| Cassady Schiller Wealth Management, LLC | 988 | $485.0K | 0.23% | +13+1.3% | Added |
| First Financial Bank - Trust Division | 986 | $484.0K | 0.05% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 982 | $482.0K | 0.03% | −88−8.2% | 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 |
| 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 |
| Stratos Wealth Advisors, LLC | 973 | $478.0K | 0.04% | +257+35.9% | Added |
| Keystone Financial Group | 971 | $477.0K | 0.08% | −437−31.0% | Reduced |
| Waldron Private Wealth LLC | 971 | $476.0K | 0.02% | +244+33.6% | Added |
| Evercore Wealth Management, LLC | 962 | $473.0K | 0.01% | −88−8.4% | Reduced |
| Pettinga Financial Advisors, LLC | 961 | $472.0K | 0.12% | +6+0.6% | Added |
| Country Club Bank | 936 | $470.0K | 0.04% | +936 | New |
| HM Payson & Co | 953 | $468.0K | 0.01% | 00.0% | Unchanged |
| Financial Advisory Group | 952 | $468.0K | 0.09% | +1+0.1% | Added |
| Bartlett & Co. Wealth Management LLC | 951 | $467.1K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 951 | $467.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Lingohr & Partner Asset Management GmbH | 939 | $461.0K | 1.21% | −400−29.9% | Reduced |
| Tandem Investment Advisors, Inc. | 937 | $460.0K | 0.03% | −43−4.4% | Reduced |
| PBMares Wealth Management LLC | 932 | $458.0K | 0.28% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 926 | $455.0K | 0.57% | +219+31.0% | Added |
| NorthRock Partners, LLC | 918 | $451.0K | 0.04% | −41−4.3% | Reduced |
| Column Capital Advisors, LLC | 915 | $450.0K | 0.08% | +71+8.4% | Added |
| Valmark Advisers, Inc. | 913 | $449.0K | 0.01% | +101+12.4% | Added |
| Axiom Financial Strategies, LLC | 888 | $447.0K | 0.23% | 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 |
| Brown Advisory Securities, LLC | 900 | $443.0K | 0.26% | −788−46.7% | Reduced |
| Horan Securities, Inc. | 901 | $443.0K | 0.26% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 893 | $439.0K | 0.04% | +306+52.1% | Added |
| 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 |
| Convergence Investment Partners, LLC | 883 | $434.0K | 0.22% | −7−0.8% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 874 | $430.0K | 0.03% | +38+4.5% | Added |
| Poplar Forest Capital LLC | 873 | $429.0K | 0.04% | −5−0.6% | Reduced |
| Harbor Group, Inc. | 872 | $428.0K | 0.27% | 00.0% | Unchanged |
| Valley National Advisers Inc | 869 | $427.0K | 0.08% | −1−0.1% | Reduced |
| Strategic Blueprint, LLC | 864 | $424.0K | 0.05% | −16−1.8% | Reduced |
| DT Investment Partners, LLC | 862 | $423.0K | 0.05% | +328+61.4% | Added |
| Corbett Road Capital Management, LLC | 856 | $421.0K | 0.54% | +856 | New |
| PDS Planning, Inc | 850 | $418.0K | 0.07% | +24+2.9% | Added |
| Childress Capital Advisors, LLC | 851 | $417.0K | 0.15% | +117+15.9% | Added |
| Brown Brothers Harriman & Co | 846 | $416.0K | 0.00% | +429+102.9% | Added |
| Whalerock Point Partners, LLC | 845 | $415.1K | 0.15% | 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 |
| Canal Capital Management, LLC | 829 | $407.0K | 0.11% | 00.0% | Unchanged |
| 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 |
| Koss-Olinger Consulting, LLC | 823 | $404.0K | 0.07% | +5+0.6% | Added |
| Krane Funds Advisors LLC | 821 | $403.0K | 0.02% | −91−10.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 819 | $402.0K | 0.05% | −78−8.7% | Reduced |
| Arete Wealth Advisors, LLC | 809 | $397.0K | 0.03% | +809 | New |
| Brendel Financial Advisors LLC | 808 | $397.0K | 0.22% | +808 | New |
| Barings LLC | 804 | $395.0K | 0.01% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 791 | $395.0K | 0.11% | +651+465.0% | Added |
| Meyer Handelman Co | 800 | $393.0K | 0.02% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 800 | $393.0K | 0.24% | 00.0% | Unchanged |