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 |
|---|---|---|---|---|---|
| Garrison Point Advisors, LLC | 2,700 | $1.33M | 0.93% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 2,653 | $1.30M | 0.82% | −2,380−47.3% | Reduced |
| Cypress Capital Management LLC | 2,639 | $1.30M | 0.16% | −185−6.6% | Reduced |
| Lincoln National Corp | 2,637 | $1.29M | 0.03% | −104−3.8% | Reduced |
| Stableford Capital II LLC | 2,491 | $1.28M | 0.54% | −3,022−54.8% | Reduced |
| Conning Inc. | 2,598 | $1.28M | 0.03% | +10+0.4% | Added |
| Checchi Capital Advisers, LLC | 2,588 | $1.27M | 0.13% | +133+5.4% | Added |
| Exchange Traded Concepts, LLC | 2,577 | $1.27M | 0.03% | +2,303+840.5% | Added |
| Atria Wealth Solutions, Inc. | 2,562 | $1.26M | 0.02% | +2,562 | New |
| Wedbush Securities Inc | 2,548 | $1.25M | 0.06% | −379−12.9% | Reduced |
| Principle Wealth Partners LLC | 2,530 | $1.24M | 0.13% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 2,526 | $1.24M | 0.11% | +62+2.5% | Added |
| Hollencrest Capital Management | 2,521 | $1.24M | 0.11% | +185+7.9% | Added |
| Tokio Marine Asset Management Co Ltd | 2,518 | $1.24M | 0.10% | +254+11.2% | Added |
| Regent Investment Management LLC | 2,515 | $1.24M | 0.29% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2,509 | $1.23M | 0.04% | +191+8.2% | Added |
| Weiss Multi-Strategy Advisers LLC | 2,500 | $1.23M | 0.03% | +2,500 | New |
| Foster & Motley Inc | 2,487 | $1.22M | 0.10% | −239−8.8% | Reduced |
| Unigestion Holding SA | 2,400 | $1.21M | 0.05% | −83−3.3% | Reduced |
| Trust Asset Management LLC | 2,455 | $1.21M | 0.15% | +62+2.6% | Added |
| Donaldson Capital Management, LLC | 2,454 | $1.21M | 0.05% | +2+0.1% | Added |
| Clarius Group, LLC | 2,587 | $1.20M | 0.09% | 00.0% | Unchanged |
| Bremer Bank National Association | 2,428 | $1.19M | 0.20% | −33−1.3% | Reduced |
| Peachtree Investment Partners, LLC | 2,398 | $1.18M | 0.54% | +1,805+304.4% | Added |
| Money Concepts Capital Corp | 2,390 | $1.17M | 0.07% | +950+66.0% | Added |
| Latitude Advisors, LLC | 2,373 | $1.17M | 0.26% | +747+45.9% | Added |
| Algert Global LLC | 2,369 | $1.16M | 0.08% | +2,369 | New |
| 1st Source Bank | 2,362 | $1.16M | 0.07% | −15−0.6% | Reduced |
| Semmax Financial Advisors Inc. | 2,350 | $1.15M | 0.45% | −214−8.3% | Reduced |
| Gofen & Glossberg LLC | 2,346 | $1.15M | 0.03% | −4−0.2% | Reduced |
| Leonteq Securities AG | 2,330 | $1.14M | 0.05% | −1,324−36.2% | Reduced |
| Arden Trust Co | 2,311 | $1.14M | 0.22% | −105−4.3% | Reduced |
| Global Trust Asset Management, LLC | 2,307 | $1.13M | 0.47% | +509+28.3% | Added |
| River & Mercantile Investments Ltd | 2,307 | $1.13M | 0.25% | +2,307 | New |
| Verus Financial Partners, Inc. | 2,208 | $1.13M | 0.16% | +10.0% | Added |
| Busey Wealth Management | 2,253 | $1.11M | 0.04% | −50−2.2% | Reduced |
| Souders Financial Advisors | 2,251 | $1.11M | 0.32% | +24+1.1% | Added |
| Connectus Wealth, LLC | 2,378 | $1.10M | 0.03% | −242−9.2% | Reduced |
| 9258 Wealth Management, LLC | 2,249 | $1.10M | 0.26% | +77+3.5% | Added |
| Simplify Asset Management Inc. | 2,244 | $1.10M | 0.12% | +1,122+100.0% | Added |
| Clearstead Advisors, LLC | 2,229 | $1.09M | 0.07% | +2+0.1% | Added |
| Atlantic Union Bankshares Corp | 2,208 | $1.08M | 0.09% | −58−2.6% | Reduced |
| Pinnacle Associates Ltd | 2,164 | $1.06M | 0.02% | +71+3.4% | Added |
| Beacon Financial Group | 2,110 | $1.06M | 0.14% | −44−2.0% | Reduced |
| Sawtooth Solutions, LLC | 2,153 | $1.06M | 0.13% | −1,807−45.6% | Reduced |
| Bard Financial Services, Inc. | 2,150 | $1.06M | 0.09% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,135 | $1.05M | 0.12% | +173+8.8% | Added |
| Sigma Planning Corp | 2,120 | $1.04M | 0.03% | −180−7.8% | Reduced |
| Cerity Partners LLC | 2,109 | $1.04M | 0.02% | −828−28.2% | Reduced |
| Frisch Financial Group, Inc. | 2,106 | $1.03M | 0.33% | −179−7.8% | Reduced |
| DCM Advisors, LLC | 2,105 | $1.03M | 0.37% | +776+58.4% | Added |
| Texas Yale Capital Corp. | 2,097 | $1.03M | 0.06% | 00.0% | Unchanged |
| Twin Capital Management Inc | 2,092 | $1.03M | 0.11% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 2,074 | $1.02M | 0.28% | +274+15.2% | Added |
| Integrated Wealth Concepts LLC | 2,075 | $1.02M | 0.03% | +565+37.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,062 | $1.01M | 0.14% | −7−0.3% | Reduced |
| Fund Management at Engine No. 1 LLC | 2,055 | $1.01M | 0.25% | +2,055 | New |
| Vanguard Capital Wealth Advisors | 2,050 | $1.01M | 0.72% | +6+0.3% | Added |
| Moloney Securities Asset Management, LLC | 2,043 | $1.00M | 0.19% | +461+29.1% | Added |
| Chicago Capital, LLC | 2,036 | $1.00M | 0.04% | 00.0% | Unchanged |
| Bessemer Securities LLC | 2,035 | $1.00M | 0.29% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 2,032 | $998.0K | 0.30% | −185−8.3% | Reduced |
| Quadrant Capital Group LLC | 2,023 | $993.0K | 0.12% | +164+8.8% | Added |
| Asset Dedication, LLC | 2,027 | $992.0K | 0.11% | +174+9.4% | Added |
| NJ State Employees Deferred Compensation Plan | 2,000 | $982.0K | 0.13% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 1,997 | $981.0K | 0.39% | 00.0% | Unchanged |
| Willner & Heller, LLC | 2,076 | $963.0K | 1.18% | +5+0.2% | Added |
| Sentry Investment Management LLC | 1,958 | $962.0K | 0.31% | −329−14.4% | Reduced |
| Strategic Advisors LLC | 1,958 | $961.0K | 0.17% | +2+0.1% | Added |
| Pacific Global Investment Management CO | 1,951 | $958.0K | 0.19% | −4−0.2% | Reduced |
| King Wealth | 1,943 | $954.0K | 0.19% | 00.0% | Unchanged |
| Covington Capital Management | 1,942 | $954.0K | 0.03% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 1,915 | $941.0K | 0.01% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,900 | $933.0K | 0.18% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 1,897 | $931.0K | 0.28% | +801+73.1% | Added |
| Northwest Bancshares, Inc. | 1,888 | $927.0K | 0.18% | −64−3.3% | Reduced |
| Financial Counselors Inc | 1,876 | $922.0K | 0.02% | −4−0.2% | Reduced |
| Fiduciary Trust Co | 1,877 | $922.0K | 0.02% | +488+35.1% | Added |
| Roundview Capital LLC | 1,858 | $912.0K | 0.09% | +52+2.9% | Added |
| Garde Capital, Inc. | 1,850 | $909.0K | 0.09% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 1,830 | $899.0K | 0.83% | −142−7.2% | Reduced |
| Community Bank, N.A. | 1,820 | $894.0K | 0.11% | +95+5.5% | Added |
| Indiana Trust & Investment Management CO | 1,815 | $892.0K | 0.43% | +52+2.9% | Added |
| Colonial River Wealth Management, LLC | 1,812 | $890.0K | 0.51% | +2+0.1% | Added |
| Signature Estate & Investment Advisors LLC | 1,813 | $890.0K | 0.04% | +97+5.7% | Added |
| Morris Capital Advisors, LLC | 1,793 | $881.0K | 0.68% | −15−0.8% | Reduced |
| Compton Wealth Advisory Group, LLC | 1,777 | $873.0K | 0.34% | +1,777 | New |
| Laurel Wealth Advisors, Inc. | 1,771 | $870.0K | 0.07% | −21−1.2% | Reduced |
| Monarch Capital Management Inc | 1,771 | $870.0K | 0.23% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 1,753 | $861.0K | 0.65% | −119−6.4% | Reduced |
| IFP Advisors, Inc | 3,715 | $858.0K | 0.01% | +2,572+225.0% | Added |
| Defined Wealth Management, LLC | 1,745 | $857.0K | 0.75% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 1,745 | $857.0K | 0.26% | −85−4.6% | Reduced |
| Windsor Group LTD | 1,640 | $854.0K | 0.16% | +160+10.8% | Added |
| Terry L. Blaker | 1,736 | $853.0K | 0.07% | −85−4.7% | Reduced |
| Rehmann Capital Advisory Group | 1,716 | $843.2K | 0.08% | −1−0.1% | Reduced |
| Wesbanco Bank Inc | 1,716 | $843.0K | 0.03% | −706−29.1% | Reduced |
| Stony Point Wealth Management Inc. | 1,701 | $836.0K | 0.44% | +325+23.6% | Added |
| McLean Asset Management Corp | 1,699 | $834.0K | 0.62% | +16+1.0% | Added |
| Thomasville National Bank | 1,667 | $819.0K | 0.08% | −13−0.8% | Reduced |