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 |
|---|---|---|---|---|---|
| Eagle Rock Investment Company, LLC | 4,164 | $2.04M | 0.43% | +4,164 | New |
| Community Capital Management, Inc. | – | $2.01M | 2.39% | – | – |
| Qtron Investments LLC | 4,051 | $1.99M | 0.44% | −321−7.3% | Reduced |
| First Business Financial Services, Inc. | 4,043 | $1.99M | 0.22% | +158+4.1% | Added |
| Stratos Wealth Partners, LTD. | 4,034 | $1.98M | 0.04% | +47+1.2% | Added |
| Zurich Insurance Group Ltd | 4,000 | $1.97M | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 3,984 | $1.96M | 0.03% | +64+1.6% | Added |
| M Holdings Securities, Inc. | 3,971 | $1.95M | 0.15% | +3,971 | New |
| Harfst & Associates, Inc. | 3,923 | $1.93M | 0.45% | +337+9.4% | Added |
| Hofer & Associates. Inc | 3,918 | $1.93M | 1.69% | +1,804+85.3% | Added |
| BNC Wealth Management, LLC | 3,916 | $1.92M | 0.95% | +3,916 | New |
| Smith, Moore & Co. | 3,910 | $1.92M | 0.26% | −15−0.4% | Reduced |
| IBM Retirement Fund | 3,907 | $1.92M | 0.27% | −173−4.2% | Reduced |
| Ontario Teachers Pension Plan Board | 3,898 | $1.92M | 0.02% | −2,467−38.8% | Reduced |
| FRG Family Wealth Advisors LLC | 3,892 | $1.91M | 0.37% | 00.0% | Unchanged |
| World Equity Group, Inc. | 3,880 | $1.91M | 0.41% | +3,880 | New |
| Michael B. Yongue | 3,875 | $1.90M | 1.39% | 00.0% | Unchanged |
| Csenge Advisory Group | 3,868 | $1.90M | 0.15% | +591+18.0% | Added |
| Dorsey & Whitney Trust CO LLC | 3,862 | $1.90M | 0.17% | +104+2.8% | Added |
| Hancock Whitney Corp | 3,853 | $1.89M | 0.06% | −184−4.6% | Reduced |
| OPSEU Pension Plan Trust Fund | 3,837 | $1.89M | 0.45% | +60+1.6% | Added |
| Trustmark National Bank Trust Department | 3,842 | $1.89M | 0.15% | +2,802+269.4% | Added |
| Metis Global Partners, LLC | 3,832 | $1.88M | 0.23% | +1,707+80.3% | Added |
| Payden & Rygel | 3,800 | $1.87M | 0.09% | +1,900+100.0% | Added |
| Balasa Dinverno & Foltz LLC | 3,786 | $1.86M | 0.13% | +788+26.3% | Added |
| Violich Capital Management, Inc. | 3,770 | $1.85M | 0.27% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 3,765 | $1.85M | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,750 | $1.84M | 0.04% | +764+25.6% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,729 | $1.83M | 0.03% | +3,217+628.3% | Added |
| Massmutual Trust Co FSB | 3,725 | $1.83M | 0.07% | −127−3.3% | Reduced |
| Heartland Advisors Inc | 3,711 | $1.82M | 0.11% | +70+1.9% | Added |
| Trustcore Financial Services, LLC | 3,659 | $1.80M | 0.16% | +2,662+267.0% | Added |
| Arabesque Asset Management Ltd | 3,647 | $1.79M | 0.62% | +3,647 | New |
| Haverford Trust Co | 3,626 | $1.78M | 0.02% | −120−3.2% | Reduced |
| Matisse Capital | 3,622 | $1.78M | 1.64% | +350+10.7% | Added |
| Cohen Klingenstein LLC | 3,600 | $1.77M | 0.07% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 3,585 | $1.76M | 0.16% | −6,643−64.9% | Reduced |
| Pitcairn Co | 3,579 | $1.76M | 0.15% | +1,132+46.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,545 | $1.74M | 0.58% | +20+0.6% | Added |
| Heritage Wealth Advisors | 3,521 | $1.73M | 0.10% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,502 | $1.72M | 0.16% | +451+14.8% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 3,500 | $1.72M | 0.49% | +10.0% | Added |
| Tudor Investment Corp Et Al | 3,497 | $1.72M | 0.04% | +3,497 | New |
| Mount Yale Investment Advisors, LLC | 3,476 | $1.71M | 0.19% | +18+0.5% | Added |
| Fort, L.P. | 3,465 | $1.70M | 0.64% | −392−10.2% | Reduced |
| Tru Independence Asset Management 2, LLC | 3,454 | $1.70M | 0.97% | +240+7.5% | Added |
| Corient Capital Partners, LLC | 3,424 | $1.68M | 0.11% | +557+19.4% | Added |
| Sequoia Financial Advisors, LLC | 3,420 | $1.68M | 0.04% | +768+29.0% | Added |
| 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 |
| Johnson Investment Counsel Inc | 3,405 | $1.67M | 0.02% | −5−0.1% | Reduced |
| Archford Capital Strategies, LLC | 3,374 | $1.67M | 0.37% | +173+5.4% | Added |
| RMB Capital Management, LLC | 3,390 | $1.67M | 0.05% | +386+12.8% | Added |
| Sumitomo Life Insurance Co | 3,384 | $1.66M | 0.04% | −46−1.3% | Reduced |
| Kornitzer Capital Management Inc | 3,375 | $1.66M | 0.03% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 3,349 | $1.65M | 1.16% | −686−17.0% | Reduced |
| 44 Wealth Management LLC | 3,343 | $1.64M | 0.59% | −66−1.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,341 | $1.64M | 0.03% | −376−10.1% | Reduced |
| Ritholtz Wealth Management | 3,340 | $1.64M | 0.11% | +2,218+197.7% | Added |
| Trail Ridge Investment Advisors, LLC | 3,336 | $1.64M | 1.01% | 00.0% | Unchanged |
| Bank of the West | 3,321 | $1.63M | 0.17% | −7,494−69.3% | Reduced |
| Brookstone Capital Management | 3,192 | $1.63M | 0.03% | −144−4.3% | Reduced |
| FORA Capital, LLC | 3,224 | $1.62M | 0.29% | +1,923+147.8% | Added |
| Searle & Co. | 3,290 | $1.62M | 0.60% | 00.0% | Unchanged |
| Natixis Investment Managers International | 3,247 | $1.59M | 0.03% | +3,247 | New |
| New England Research & Management, Inc. | 3,240 | $1.59M | 0.83% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,227 | $1.58M | 0.05% | +384+13.5% | Added |
| Leavell Investment Management, Inc. | 3,211 | $1.58M | 0.11% | +11+0.3% | Added |
| SRB Corp | 3,203 | $1.57M | 0.09% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,202 | $1.57M | 0.20% | +224+7.5% | Added |
| Acropolis Investment Management, LLC | 3,196 | $1.57M | 0.14% | −40−1.2% | Reduced |
| Miracle Mile Advisors, LLC | 3,180 | $1.56M | 0.07% | −21,204−87.0% | Reduced |
| Western Wealth Management, LLC | 3,167 | $1.55M | 0.08% | +2,218+233.7% | Added |
| Ameritas Advisory Services, LLC | 3,135 | $1.54M | 0.06% | +1,552+98.0% | Added |
| American National Registered Investment Advisor, Inc. | 3,103 | $1.52M | 0.55% | −109−3.4% | Reduced |
| Ameritas Investment Partners, Inc. | 3,096 | $1.52M | 0.05% | −86−2.7% | Reduced |
| Institute for Wealth Management, LLC. | 3,091 | $1.52M | 0.25% | −5−0.2% | Reduced |
| Richwood Investment Advisors, LLC | 3,082 | $1.51M | 1.35% | −180−5.5% | Reduced |
| Wealth Architects, LLC | 3,077 | $1.51M | 0.26% | −6−0.2% | Reduced |
| Parallel Advisors, LLC | 2,986 | $1.50M | 0.06% | +238+8.7% | Added |
| Coldstream Capital Management Inc | 3,016 | $1.48M | 0.05% | −195−6.1% | Reduced |
| Kinneret Advisory, LLC | 3,005 | $1.48M | 0.16% | +67+2.3% | Added |
| PKO Investment Management Joint-Stock Co | 3,000 | $1.47M | 0.18% | −739−19.8% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,942 | $1.45M | 0.22% | −25−0.8% | Reduced |
| Copperleaf Capital, LLC | 2,940 | $1.44M | 1.28% | +31+1.1% | Added |
| Central Trust Co | 2,927 | $1.44M | 0.04% | +29+1.0% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,856 | $1.43M | 0.04% | 00.0% | Unchanged |
| Aurora Investment Counsel | 2,899 | $1.42M | 0.91% | −562−16.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,874 | $1.41M | 0.08% | −320−10.0% | Reduced |
| Insight Inv LLC | 2,860 | $1.41M | 1.28% | −12−0.4% | Reduced |
| Global Retirement Partners, LLC | 2,777 | $1.40M | 0.11% | +2,777 | New |
| Forum Financial Management, LP | 2,826 | $1.39M | 0.07% | −10.0% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 2,820 | $1.39M | 0.12% | −1,110−28.2% | Reduced |
| Insight Wealth Strategies, LLC | 2,816 | $1.38M | 0.20% | +269+10.6% | Added |
| DB Fitzpatrick & Co, Inc | 2,786 | $1.37M | 1.36% | +46+1.7% | Added |
| Aaron Wealth Advisors | 667,567 | $1.36M | 0.03% | +666,040+43,617.6% | Added |
| Lido Advisors, LLC | 2,764 | $1.36M | 0.03% | +728+35.8% | Added |
| Cetera Advisors LLC | 2,753 | $1.35M | 0.03% | +722+35.5% | Added |
| Pinnacle Financial Partners Inc | 2,749 | $1.35M | 0.04% | −19−0.7% | Reduced |
| Brinker Capital Investments, LLC | 2,729 | $1.34M | 0.02% | +153+5.9% | Added |