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 |
|---|---|---|---|---|---|
| Fort Washington Investment Advisors Inc | 7,029 | $3.45M | 0.02% | +73+1.0% | Added |
| LMR Partners LLP | 7,012 | $3.44M | 0.05% | +7,012 | New |
| Edmp, Inc. | 6,990 | $3.43M | 3.23% | −7−0.1% | Reduced |
| Verdence Capital Advisors LLC | 6,971 | $3.42M | 0.39% | +6,971 | New |
| RDA Financial Network | 6,908 | $3.39M | 1.43% | +204+3.0% | Added |
| Sectoral Asset Management Inc | 6,900 | $3.39M | 0.60% | +1,275+22.7% | Added |
| Vestcor Inc | 6,890 | $3.38M | 0.12% | +1,951+39.5% | Added |
| Red Cedar Capital, LLC | 6,880 | $3.38M | 2.04% | 00.0% | Unchanged |
| Oak Associates, Ltd | 6,877 | $3.38M | 0.21% | 00.0% | Unchanged |
| Cetera Investment Advisers | 6,789 | $3.33M | 0.05% | −352−4.9% | Reduced |
| Empowered Funds, LLC | 6,739 | $3.31M | 0.36% | +5,060+301.4% | Added |
| Argent Trust Co | 6,731 | $3.31M | 0.20% | +1,440+27.2% | Added |
| Banque Cantonale Vaudoise | 6,487 | $3.19M | 0.14% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 6,400 | $3.14M | 0.16% | +6,400 | New |
| Duncker Streett & Co Inc | 6,392 | $3.14M | 0.62% | +4,795+300.3% | Added |
| First Hawaiian Bank | 6,346 | $3.12M | 0.10% | +145+2.3% | Added |
| Cornerstone Wealth Group, LLC | 6,342 | $3.12M | 0.57% | −3,240−33.8% | Reduced |
| Capital International Sarl | 6,278 | $3.08M | 0.15% | −1,343−17.6% | Reduced |
| Van Eck Associates Corp | 6,264 | $3.08M | 0.01% | −1,131−15.3% | Reduced |
| Seeyond | 6,260 | $3.08M | 0.31% | +497+8.6% | Added |
| D.A. Davidson & Co. | 6,207 | $3.05M | 0.03% | +30+0.5% | Added |
| Integrated Advisors Network LLC | 6,133 | $3.01M | 0.18% | +2,991+95.2% | Added |
| Essex Financial Services, Inc. | 6,061 | $2.98M | 0.29% | −1,047−14.7% | Reduced |
| Veriti Management LLC | 6,041 | $2.97M | 0.36% | +329+5.8% | Added |
| Empirical Finance, LLC | 6,036 | $2.96M | 0.33% | +500+9.0% | Added |
| Lester Murray Antman dba SimplyRich | 6,028 | $2.96M | 1.04% | 00.0% | Unchanged |
| 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 |
| Kempen Capital Management N.V. | 5,909 | $2.90M | 0.09% | +5,909 | New |
| NFJ Investment Group, LLC | 5,884 | $2.89M | 0.06% | −80,749−93.2% | Reduced |
| Redpoint Investment Management Pty Ltd | 5,875 | $2.89M | 0.29% | 00.0% | Unchanged |
| James Investment Research Inc | 5,874 | $2.88M | 0.30% | +1,877+47.0% | Added |
| Strategic Financial Services, Inc, | 5,831 | $2.86M | 0.22% | −130−2.2% | Reduced |
| Sofos Investments, Inc. | 8,838 | $2.86M | 0.24% | −1,370−13.4% | Reduced |
| Oppenheimer Asset Management Inc. | 5,728 | $2.81M | 0.04% | +960+20.1% | Added |
| Channing Global Advisors, LLC | 5,699 | $2.80M | 2.71% | −93−1.6% | Reduced |
| Verition Fund Management LLC | 5,688 | $2.79M | 0.05% | −7,355−56.4% | Reduced |
| CX Institutional | 5,650 | $2.77M | 0.22% | +4,861+616.1% | Added |
| Toroso Investments, LLC | 5,598 | $2.75M | 0.08% | −5,463−49.4% | Reduced |
| Shay Capital LLC | 5,500 | $2.70M | 0.97% | +4,500+450.0% | Added |
| Triasima Portfolio Management inc. | 5,450 | $2.68M | 0.13% | +5,450 | New |
| Jackson Hole Capital Partners, LLC | 5,439 | $2.67M | 0.77% | +173+3.3% | Added |
| Cubist Systematic Strategies, LLC | 5,398 | $2.65M | 0.02% | +968+21.9% | Added |
| Lederer & Associates Investment Counsel | 5,391 | $2.65M | 1.62% | −198−3.5% | Reduced |
| Stonebridge Capital Advisors LLC | 5,385 | $2.65M | 0.29% | −5−0.1% | 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 |
| Malaga Cove Capital, LLC | 5,285 | $2.60M | 1.19% | −12−0.2% | Reduced |
| Old National Bancorp | 5,241 | $2.58M | 0.10% | −182−3.4% | Reduced |
| Van Leeuwen & Company, LLC | 5,224 | $2.57M | 1.89% | +5,224 | New |
| Delta Capital Management LLC | 5,170 | $2.54M | 1.69% | −730−12.4% | 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 |
| ARGI Investment Services, LLC | 5,030 | $2.47M | 0.08% | −115−2.2% | Reduced |
| Voya Financial Advisors, Inc. | 4,856 | $2.44M | 0.28% | +1,275+35.6% | Added |
| Winton Group Ltd | 4,949 | $2.43M | 0.13% | −1,901−27.8% | Reduced |
| Diversified Trust Co | 4,946 | $2.43M | 0.08% | +104+2.1% | Added |
| Benchmark Investment Advisors LLC | 4,938 | $2.43M | 1.82% | +3+0.1% | Added |
| People's United Financial, Inc. | 4,918 | $2.42M | 0.07% | −947−16.1% | Reduced |
| Banque Pictet & Cie SA | 4,915 | $2.41M | 0.02% | −304−5.8% | Reduced |
| Raymond James Trust N.A. | 4,888 | $2.40M | 0.07% | +813+20.0% | Added |
| Symmetry Partners, LLC | 4,869 | $2.39M | 0.15% | +778+19.0% | Added |
| Brighton Jones LLC | 4,856 | $2.38M | 0.11% | +87+1.8% | Added |
| Chemistry Wealth Management LLC | 4,850 | $2.38M | 0.82% | +4,850 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,839 | $2.38M | 1.52% | +5+0.1% | Added |
| LGT Fund Management Co Ltd. | 4,750 | $2.37M | 0.32% | +3,300+227.6% | Added |
| Vestmark Advisory Solutions, Inc. | 4,812 | $2.36M | 0.13% | +2,976+162.1% | Added |
| Park Avenue Securities LLC | 4,810 | $2.36M | 0.04% | +439+10.0% | Added |
| Advisory Services Network, LLC | 4,810 | $2.36M | 0.07% | +481+11.1% | Added |
| TrinityPoint Wealth, LLC | 4,795 | $2.35M | 0.43% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 4,791 | $2.35M | 0.50% | −173−3.5% | Reduced |
| Atlas Capital Advisors LLC | 4,752 | $2.33M | 0.36% | +834+21.3% | Added |
| Capstone Investment Advisors, LLC | 4,735 | $2.33M | 0.05% | −2,779−37.0% | Reduced |
| Madison Wealth Management | 4,727 | $2.32M | 0.49% | +70+1.5% | Added |
| Avantax Advisory Services, Inc. | 4,767 | $2.32M | 0.03% | +259+5.7% | Added |
| Savant Capital, LLC | 4,682 | $2.30M | 0.08% | +239+5.4% | Added |
| Jackson Wealth Management, LLC | 4,641 | $2.28M | 0.32% | −107−2.3% | Reduced |
| Chesley Taft & Associates LLC | 4,466 | $2.28M | 0.13% | −253−5.4% | Reduced |
| Hohimer Wealth Management, LLC | 4,627 | $2.27M | 0.45% | 00.0% | Unchanged |
| Blair William & Co | 4,616 | $2.27M | 0.01% | −79−1.7% | Reduced |
| Valeo Financial Advisors, LLC | 4,606 | $2.26M | 0.12% | +48+1.1% | Added |
| CWM, LLC | 4,592 | $2.26M | 0.02% | +2,119+85.7% | Added |
| KCS Wealth Advisory | 4,568 | $2.24M | 1.04% | +164+3.7% | Added |
| American National Insurance Co | 4,555 | $2.24M | 0.60% | −1,045−18.7% | Reduced |
| 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 |
| Sciencast Management LP | 4,447 | $2.21M | 0.51% | +4,447 | New |
| Profund Advisors LLC | 4,496 | $2.21M | 0.09% | −438−8.9% | Reduced |
| Cozad Asset Management Inc | 4,494 | $2.21M | 0.31% | +1,770+65.0% | Added |
| Balentine LLC | 4,443 | $2.18M | 0.07% | +3,058+220.8% | Added |
| Truvestments Capital LLC | 4,413 | $2.17M | 1.19% | −258−5.5% | Reduced |
| Orion Portfolio Solutions, LLC | 4,365 | $2.14M | 0.08% | +196+4.7% | Added |
| Barden Capital Management, Inc. | 4,319 | $2.12M | 2.08% | −327−7.0% | Reduced |
| Intrust Bank NA | 4,315 | $2.12M | 0.27% | +226+5.5% | Added |
| Cigna Investments Inc | 4,309 | $2.12M | 0.26% | −1,215−22.0% | Reduced |
| TD Private Client Wealth LLC | 4,218 | $2.07M | 0.09% | +51+1.2% | Added |
| Federated Hermes, Inc. | 4,210 | $2.07M | 0.00% | −22,018−83.9% | Reduced |
| Vista Investment Management | 4,201 | $2.06M | 1.13% | −142−3.3% | Reduced |
| 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 |