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 |
|---|---|---|---|---|---|
| Scotia Capital Inc. | 15,115 | $7.42M | 0.05% | −69−0.5% | Reduced |
| Sivik Global Healthcare LLC | 15,000 | $7.37M | 3.04% | −2,500−14.3% | Reduced |
| Metropolitan Life Insurance Co | 14,978 | $7.36M | 0.26% | −12,815−46.1% | Reduced |
| Baird Financial Group, Inc. | 14,870 | $7.30M | 0.02% | +57+0.4% | Added |
| Tekla Capital Management LLC | 14,644 | $7.19M | 0.25% | 00.0% | Unchanged |
| Swarthmore Group Inc | 14,525 | $7.13M | 1.82% | −155−1.1% | Reduced |
| Simplex Trading, LLC | 14,379 | $7.06M | 0.22% | +88+0.6% | Added |
| United Services Automobile Association | 14,239 | $6.99M | 0.13% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 14,146 | $6.95M | 0.26% | −700−4.7% | Reduced |
| Meritage Portfolio Management | 13,693 | $6.73M | 0.42% | +510+3.9% | Added |
| Hyman Charles D | 13,527 | $6.64M | 0.42% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 13,278 | $6.52M | 0.13% | +2,177+19.6% | Added |
| First Citizens Bank & Trust Co | 13,266 | $6.52M | 0.25% | −172−1.3% | Reduced |
| Meeder Asset Management Inc | 13,084 | $6.43M | 0.31% | +13,084 | New |
| Chartwell Investment Partners, LLC | 13,059 | $6.42M | 0.21% | −1,004−7.1% | Reduced |
| Banco Santander, S.A. | 12,970 | $6.37M | 0.07% | +303+2.4% | Added |
| Contravisory Investment Management, Inc. | 12,966 | $6.37M | 1.81% | +12,916+25,832.0% | Added |
| Ossiam | 12,890 | $6.33M | 0.17% | +12,734+8,162.8% | Added |
| Private Advisor Group, LLC | 12,880 | $6.33M | 0.05% | +1,581+14.0% | Added |
| Logan Capital Management Inc | 12,689 | $6.23M | 0.30% | +179+1.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 12,623 | $6.20M | 0.33% | +784+6.6% | Added |
| Colony Group LLC | 12,544 | $6.16M | 0.09% | +8,614+219.2% | Added |
| Westbourne Investment Advisors, Inc. | 12,432 | $6.11M | 2.53% | −1,776−12.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 12,190 | $5.99M | 1.72% | −65−0.5% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 12,158 | $5.97M | 0.60% | +250+2.1% | Added |
| Prudential PLC | 12,069 | $5.93M | 0.09% | +5,955+97.4% | Added |
| Dowling & Yahnke LLC | 11,888 | $5.84M | 0.25% | +239+2.1% | Added |
| Cumberland Partners Ltd | 11,850 | $5.82M | 0.44% | −366−3.0% | Reduced |
| Geneva Partners, LLC | 11,849 | $5.82M | 3.60% | +11,849 | New |
| Cetera Advisor Networks LLC | 11,830 | $5.81M | 0.07% | +1,083+10.1% | Added |
| Allstate Corp | 11,753 | $5.77M | 0.15% | −8,448−41.8% | Reduced |
| Coastline Trust Co | 11,235 | $5.52M | 0.67% | −195−1.7% | Reduced |
| Ethic Inc. | 11,193 | $5.50M | 0.38% | +1,741+18.4% | Added |
| Pathstone Family Office, LLC | 293,359 | $5.49M | 0.13% | +282,508+2,603.5% | Added |
| Institutional & Family Asset Management, LLC | 11,140 | $5.47M | 0.86% | +88+0.8% | Added |
| IndexIQ Advisors LLC | 11,139 | $5.47M | 0.19% | +6,790+156.1% | Added |
| Beacon Pointe Advisors, LLC | 11,029 | $5.42M | 0.07% | +6,905+167.4% | Added |
| E. Ohman J:or Asset Management AB | 11,000 | $5.40M | 0.18% | −900−7.6% | Reduced |
| Bailard, Inc. | 10,864 | $5.34M | 0.18% | +36+0.3% | Added |
| Guardian Capital Advisors LP | 10,436 | $5.32M | 0.52% | −2,028−16.3% | Reduced |
| Winmill & Co. Inc | 10,790 | $5.30M | 1.61% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 10,764 | $5.29M | 0.10% | −110−1.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 10,740 | $5.28M | 0.12% | −1,286−10.7% | Reduced |
| Armstrong Shaw Associates Inc | 10,657 | $5.24M | 4.38% | 00.0% | Unchanged |
| West Family Investments, Inc. | 10,565 | $5.19M | 1.48% | +53+0.5% | Added |
| Mill Capital Management, LLC | 10,478 | $5.15M | 0.49% | 00.0% | Unchanged |
| JustInvest LLC | 10,240 | $5.03M | 0.24% | +2,163+26.8% | Added |
| Keybank National Association | 10,138 | $4.98M | 0.02% | +961+10.5% | Added |
| Veritable, L.P. | 10,087 | $4.96M | 0.08% | +1,714+20.5% | Added |
| Kestra Advisory Services, LLC | 9,941 | $4.88M | 0.05% | −519−5.0% | Reduced |
| GHP Investment Advisors, Inc. | 9,922 | $4.87M | 0.32% | +708+7.7% | Added |
| Independent Advisor Alliance | 9,820 | $4.82M | 0.23% | +7,347+297.1% | Added |
| Narwhal Capital Management | 9,722 | $4.78M | 0.56% | 00.0% | Unchanged |
| Advisor Partners LLC | 9,644 | $4.74M | 0.30% | +661+7.4% | Added |
| Bamco Inc | 9,600 | $4.72M | 0.01% | +9,600 | New |
| U.S. Capital Wealth Advisors, LLC | 9,553 | $4.69M | 0.17% | +239+2.6% | Added |
| Mitchell Capital Management Co | 9,498 | $4.67M | 1.04% | +2,767+41.1% | Added |
| KCM Investment Advisors LLC | 9,484 | $4.66M | 0.17% | −36−0.4% | Reduced |
| DuPont Capital Management Corp | 9,457 | $4.64M | 0.19% | −8,213−46.5% | Reduced |
| YHB Investment Advisors, Inc. | 9,387 | $4.61M | 0.41% | −300−3.1% | Reduced |
| Tiger Eye Capital LLC | 9,383 | $4.61M | 1.76% | +9,383 | New |
| Steadfast Capital Management (UK) Ltd. | 9,320 | $4.58M | 6.40% | +1,079+13.1% | Added |
| Tandem Capital Management Corp | 9,075 | $4.56M | 3.16% | 00.0% | Unchanged |
| AE Wealth Management LLC | 9,157 | $4.50M | 0.03% | +570+6.6% | Added |
| Icon Advisers Inc | 9,100 | $4.47M | 0.76% | 00.0% | Unchanged |
| Asio Capital, LLC | 9,025 | $4.43M | 1.25% | +598+7.1% | Added |
| Benedict Financial Advisors Inc | 8,921 | $4.38M | 1.17% | −47−0.5% | Reduced |
| Tocqueville Asset Management L.P. | 8,899 | $4.37M | 0.07% | +207+2.4% | Added |
| Transform Wealth, LLC | 8,667 | $4.26M | 0.48% | −303−3.4% | Reduced |
| United Capital Financial Advisers, LLC | 8,622 | $4.24M | 0.02% | −93−1.1% | Reduced |
| Regions Financial Corp | 8,608 | $4.23M | 0.03% | −6−0.1% | Reduced |
| Synovus Financial Corp | 8,292 | $4.07M | 0.04% | −6−0.1% | Reduced |
| Assetmark, Inc | 8,244 | $4.05M | 0.02% | +7,357+829.4% | Added |
| SG Americas Securities, LLC | 8,237 | $4.05M | 0.04% | −8,471−50.7% | Reduced |
| Moody National Bank Trust Division | 8,236 | $4.05M | 0.13% | −1,154−12.3% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $3.93M | 1.07% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 7,936 | $3.90M | 0.17% | +266+3.5% | Added |
| Weiss Asset Management LP | 7,915 | $3.89M | 0.09% | +7,915 | New |
| Ninety One North America, Inc. | 7,845 | $3.85M | 0.14% | +1,552+24.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 7,683 | $3.83M | 0.15% | −7−0.1% | Reduced |
| Erste Asset Management GmbH | 7,551 | $3.79M | 0.07% | −112−1.5% | Reduced |
| Garrison Bradford & Associates Inc | 7,710 | $3.79M | 3.68% | −59−0.8% | Reduced |
| Pavadi Capital LLC | 7,694 | $3.78M | 3.33% | −1,182−13.3% | Reduced |
| Greenleaf Trust | 7,635 | $3.75M | 0.04% | −155−2.0% | Reduced |
| Burney Co | 7,544 | $3.71M | 0.17% | −45−0.6% | Reduced |
| Alamar Capital Management, LLC | 7,541 | $3.70M | 3.11% | −2,329−23.6% | Reduced |
| Pinkerton Retirement Specialists, LLC | 7,528 | $3.70M | 0.82% | +143+1.9% | Added |
| Foundations Investment Advisors, LLC | 7,118 | $3.68M | 0.14% | +352+5.2% | Added |
| ProVise Management Group, LLC | 7,469 | $3.67M | 0.35% | −392−5.0% | Reduced |
| HB Wealth Management, LLC | 7,451 | $3.66M | 0.07% | +772+11.6% | Added |
| Rafferty Asset Management, LLC | 7,419 | $3.64M | 0.02% | −740−9.1% | Reduced |
| Bowling Portfolio Management LLC | 7,357 | $3.61M | 0.78% | −5,183−41.3% | Reduced |
| Wetherby Asset Management Inc | 7,348 | $3.61M | 0.21% | +537+7.9% | Added |
| Everence Capital Management Inc | 7,320 | $3.60M | 0.28% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 7,315 | $3.59M | 0.04% | −1,212−14.2% | Reduced |
| Alcosta Capital Management, Inc. | 7,174 | $3.52M | 2.53% | +7,174 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 7,164 | $3.52M | 0.31% | +840+13.3% | Added |
| Wright Investors Service Inc | 7,099 | $3.49M | 0.87% | +355+5.3% | Added |
| Kestra Private Wealth Services, LLC | 7,075 | $3.48M | 0.17% | −51−0.7% | Reduced |
| Bull Street Advisors, LLC | 7,049 | $3.46M | 1.68% | +13+0.2% | Added |