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 |
|---|---|---|---|---|---|
| Fulcrum Asset Management LLP | – | $805.0K | 0.23% | – | – |
| Harbor Investment Advisory, LLC | 1,624 | $798.0K | 0.11% | −21−1.3% | Reduced |
| Perigon Wealth Management, LLC | 1,607 | $790.0K | 0.06% | +65+4.2% | Added |
| Gryphon Financial Partners LLC | 1,598 | $785.0K | 0.16% | +25+1.6% | Added |
| Citizens Financial Group Inc | 1,597 | $785.0K | 0.03% | +116+7.8% | Added |
| Systematic Alpha Investments, LLC | 1,597 | $784.0K | 0.04% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,596 | $784.0K | 0.02% | +23+1.5% | Added |
| Personal Capital Advisors Corp | 1,593 | $783.0K | 0.00% | −129−7.5% | Reduced |
| Wealth Alliance | 1,595 | $783.0K | 0.16% | −57−3.5% | Reduced |
| EP Wealth Advisors, LLC | 1,593 | $783.0K | 0.02% | +1,593 | New |
| AXS Investments LLC | 1,585 | $779.0K | 0.31% | −454−22.3% | Reduced |
| Intersect Capital LLC | 1,566 | $769.0K | 0.15% | +877+127.3% | Added |
| Shelton Capital Management | 1,555 | $764.0K | 0.03% | −4,500−74.3% | Reduced |
| Mutual Advisors, LLC | 1,546 | $759.0K | 0.04% | −287−15.7% | Reduced |
| Warther Private Wealth, LLC | 1,520 | $759.0K | 0.49% | +1,520 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,541 | $757.0K | 0.13% | +54+3.6% | Added |
| Bradley Foster & Sargent Inc | 1,534 | $754.0K | 0.02% | +174+12.8% | Added |
| Dynamic Advisor Solutions LLC | 1,533 | $753.0K | 0.05% | +76+5.2% | Added |
| American Portfolios Advisors | 1,525 | $749.2K | 0.03% | +275+22.0% | Added |
| Affinity Investment Advisors, LLC | 1,515 | $744.0K | 0.30% | −39−2.5% | Reduced |
| Qube Research & Technologies Ltd | 1,508 | $741.0K | 0.01% | −1,738−53.5% | Reduced |
| Mission Creek Capital Partners, Inc. | 1,505 | $739.0K | 0.20% | −5−0.3% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 1,500 | $737.0K | 0.28% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 1,500 | $737.0K | 0.27% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,496 | $735.0K | 0.14% | −1−0.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,496 | $735.0K | 0.05% | +273+22.3% | Added |
| Salem Investment Counselors Inc | 1,494 | $734.0K | 0.03% | −12−0.8% | Reduced |
| Oxbow Advisors, LLC | 1,486 | $730.0K | 0.07% | +43+3.0% | Added |
| First National Bank of Hutchinson | 1,482 | $728.0K | 0.42% | +382+34.7% | Added |
| Dean Investment Associates, LLC | 1,479 | $727.0K | 0.13% | −134−8.3% | Reduced |
| Proequities, Inc. | 1,473 | $723.0K | 0.05% | +137+10.3% | Added |
| Palisades Hudson Asset Management, L.P. | 1,469 | $721.0K | 0.34% | +1+0.1% | Added |
| Hillsdale Investment Management Inc. | 1,460 | $717.0K | 0.05% | −100−6.4% | Reduced |
| Telemus Capital, LLC | 1,459 | $717.0K | 0.06% | −8−0.5% | Reduced |
| City Holding Co | 1,455 | $715.0K | 0.12% | 00.0% | Unchanged |
| Summit X, LLC | 1,464 | $711.0K | 0.17% | +40+2.8% | Added |
| Plancorp, LLC | 1,436 | $705.0K | 0.05% | +32+2.3% | Added |
| AIA Group Ltd | 1,432 | $703.0K | 0.03% | −2,865−66.7% | Reduced |
| Shufro Rose & Co LLC | 1,428 | $701.0K | 0.05% | +16+1.1% | Added |
| Bridges Investment Management Inc | 1,425 | $700.0K | 0.02% | −75−5.0% | Reduced |
| Evermay Wealth Management LLC | 1,425 | $700.0K | 0.12% | −10−0.7% | Reduced |
| Lifeworks Advisors, LLC | 1,424 | $699.0K | 0.46% | −440−23.6% | Reduced |
| Deseret Mutual Benefit Administrators | 1,420 | $698.0K | 0.14% | −323−18.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,413 | $694.0K | 0.05% | −67−4.5% | Reduced |
| Kingsview Wealth Management, LLC | 1,412 | $693.6K | 0.03% | +317+28.9% | Added |
| Baldwin Investment Management, LLC | 1,411 | $693.0K | 0.19% | −32−2.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,392 | $684.0K | 0.18% | +1,392 | New |
| Prudent Man Advisors, LLC | 1,386 | $681.0K | 0.28% | −20−1.4% | Reduced |
| Capital Investment Advisory Services, LLC | 1,376 | $676.0K | 0.07% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,361 | $669.0K | 0.02% | −114−7.7% | Reduced |
| Stanley-Laman Group, Ltd. | 1,361 | $669.0K | 0.09% | +679+99.6% | Added |
| Resources Investment Advisors, LLC. | 1,356 | $666.0K | 0.03% | −8−0.6% | Reduced |
| CSS LLC | 1,340 | $658.0K | 0.03% | −237−15.0% | Reduced |
| Transcend Wealth Collective, LLC | 1,335 | $656.0K | 0.06% | −95−6.6% | Reduced |
| Middleton & Co Inc | 1,334 | $655.0K | 0.07% | −66−4.7% | Reduced |
| Signet Financial Management, LLC | 1,328 | $653.0K | 0.11% | −47−3.4% | Reduced |
| Compton Capital Management Inc | 1,325 | $651.0K | 0.18% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,323 | $650.0K | 0.12% | 00.0% | Unchanged |
| AGF Investments LLC | 1,304 | $641.0K | 0.05% | −109−7.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 1,303 | $640.0K | 0.01% | −6−0.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,303 | $640.0K | 0.09% | +1,303 | New |
| Verity Asset Management, Inc. | 1,276 | $632.0K | 0.40% | +70+5.8% | Added |
| Alpha Omega Wealth Management LLC | 1,281 | $629.0K | 0.10% | −25−1.9% | Reduced |
| Sutton Wealth Advisors Inc. | 1,279 | $628.3K | 0.22% | +8+0.6% | Added |
| Circle Wealth Management, LLC | 1,275 | $626.0K | 0.08% | +7+0.6% | Added |
| DGS Capital Management, LLC | 1,268 | $623.0K | 0.38% | +124+10.8% | Added |
| Wealth Management Associates, Inc. | 1,260 | $619.0K | 0.35% | +39+3.2% | Added |
| Accredited Investors Inc. | 1,258 | $618.0K | 0.06% | +2+0.2% | Added |
| Belpointe Asset Management LLC | 1,248 | $613.0K | 0.04% | +103+9.0% | Added |
| Sound Income Strategies, LLC | 1,246 | $612.0K | 0.07% | +2+0.2% | Added |
| First Light Asset Management, LLC | 1,244 | $611.0K | 0.05% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 1,231 | $605.0K | 0.30% | −62−4.8% | Reduced |
| Vestor Capital, LLC | 1,225 | $602.0K | 0.06% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 1,220 | $599.0K | 0.04% | −44−3.5% | Reduced |
| First Western Trust Bank | 1,191 | $599.0K | 0.03% | +1,191 | New |
| Quent Capital, LLC | 1,215 | $597.0K | 0.11% | −963−44.2% | Reduced |
| First National Bank of South Miami | 1,211 | $595.0K | 0.36% | +204+20.3% | Added |
| WealthShield Partners, LLC | 1,209 | $594.0K | 0.10% | +1,209 | New |
| Deuterium Capital Management, LLC | 1,210 | $594.0K | 0.76% | +1,210 | New |
| Penserra Capital Management LLC | 1,205 | $591.0K | 0.01% | +46+4.0% | Added |
| Farmers Trust Co | 1,199 | $589.0K | 0.13% | −79−6.2% | Reduced |
| Compagnie Lombard Odier SCmA | 1,200 | $589.0K | 0.01% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 1,188 | $584.0K | 0.38% | +129+12.2% | Added |
| Sound View Wealth Advisors Group, LLC | 1,184 | $582.0K | 0.11% | −83−6.6% | Reduced |
| IFG Advisory, LLC | 1,186 | $582.0K | 0.06% | +29+2.5% | Added |
| Wealth Advisory Solutions, LLC | 1,181 | $580.0K | 0.12% | +1,181 | New |
| Tobam | 1,179 | $579.0K | 0.03% | +422+55.7% | Added |
| HFG Advisors, Inc. | 1,172 | $575.0K | 0.66% | −197−14.4% | Reduced |
| Cardiff Park Advisors, LLC | 1,168 | $574.0K | 0.08% | +40+3.5% | Added |
| Eqis Capital Management, Inc. | 1,163 | $571.0K | 0.05% | −126−9.8% | Reduced |
| Great Diamond Partners, LLC | 1,162 | $570.0K | 0.16% | +258+28.5% | Added |
| Park National Corp | 1,153 | $566.0K | 0.02% | −108−8.6% | Reduced |
| BCJ Capital Management, LLC | 1,148 | $564.0K | 0.05% | +91+8.6% | Added |
| Level Four Advisory Services, LLC | 1,147 | $563.0K | 0.04% | +112+10.8% | Added |
| Patton Albertson Miller Group, LLC | 1,143 | $561.0K | 0.10% | −95−7.7% | Reduced |
| DRW Securities, LLC | 1,135 | $558.0K | 0.14% | +573+102.0% | Added |
| Solidarilty Wealth, LLC | 1,071 | $554.0K | 0.31% | +1,071 | New |
| CenterBook Partners LP | 1,123 | $552.0K | 0.20% | +685+156.4% | Added |
| Doyle Wealth Management | 1,122 | $551.0K | 0.04% | +2+0.2% | Added |
| Everett Harris & Co | 1,120 | $550.0K | 0.01% | 00.0% | Unchanged |