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; 1,614 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, Q2 2022
Institutional positions in Elevance Health, Inc. as of Jun 30, 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
- 1,444
- +43 vs. Q1 2022
- Shares held
- 213.7M
- −247.0K (−0.1%) vs. Q1 2022
- Total value
- $103.2B
- −$1.46B (−1.4%) vs. Q1 2022
- New holders
- 136
- 527 more added
- Sold out
- 93
- 517 more reduced
23 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 | 1,614 | $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 | 1,703 | $107.2B |
| Q2 2024 | 1,713 | $112.7B |
| Q1 2024 | 1,673 | $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 | 1,551 | $108.8B |
| Q3 2022 | 1,449 | $97.0B |
| Q2 2022 | 1,444 | $103.2B |
| Q1 2022 | 1,424 | $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, Q2 2022
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Marquette Asset Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $1.45K | 0.00% | – | – |
| JNBA Financial Advisors | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 5 | $2.00K | 0.00% | +4+400.0% | Added |
| New Millennium Group LLC | 3 | $2.00K | 0.00% | +3 | New |
| Laffer Tengler Investments | 5 | $2.45K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $3.00K | 0.00% | +1+16.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Thomas White International Ltd | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 9 | $4.34K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 11 | $5.00K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 11 | $5.00K | 0.00% | +3+37.5% | Added |
| Pittenger & Anderson Inc | 13 | $6.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 13 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 12 | $6.00K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 14 | $7.00K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 16 | $7.72K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 17 | $8.00K | 0.00% | −211−92.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 16 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 17 | $8.00K | 0.00% | +13+325.0% | Added |
| Globeflex Capital L P | 18 | $9.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 19 | $9.00K | 0.00% | +2+11.8% | Added |
| McIlrath & Eck, LLC | 20 | $10.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 20 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 20 | $10.0K | 0.00% | +20 | New |
| Enterprise Trust & Investment Co | 21 | $10.0K | 0.00% | +21 | New |
| Howe & Rusling Inc | 23 | $11.0K | 0.00% | −17−42.5% | Reduced |
| FinTrust Capital Advisors, LLC | 27 | $12.0K | 0.00% | −12−30.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 25 | $12.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 24 | $12.0K | 0.00% | +8+50.0% | Added |
| Pinnacle Bancorp, Inc. | 29 | $14.0K | 0.01% | −15−34.1% | Reduced |
| Brewin Dolphin Ltd | 30 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 28 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 29 | $14.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $15.0K | 0.01% | +2+6.9% | Added |
| Norway Savings Bank | 31 | $15.0K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 31 | $15.0K | 0.01% | +16+106.7% | Added |
| Newbridge Financial Services Group, Inc. | 33 | $16.0K | 0.01% | −1−2.9% | Reduced |
| ClariVest Asset Management LLC | 33 | $16.0K | 0.00% | +33 | New |
| Systematic Financial Management LP | 36 | $17.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 35 | $17.0K | 0.00% | +20+133.3% | Added |
| Castle Wealth Management LLC | 35 | $17.0K | 0.01% | +35 | New |
| American National Bank | 38 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 37 | $18.0K | 0.00% | +37 | New |
| Webster Bank, N. A. | 40 | $19.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 38 | $19.0K | 0.01% | +9+31.0% | Added |
| Global Financial Private Client, LLC | 41 | $19.9K | 0.01% | 00.0% | Unchanged |
| Rock Creek Group, LP | 42 | $20.0K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 46 | $22.0K | 0.00% | −7−13.2% | Reduced |
| Arrow Financial Corp | 45 | $22.0K | 0.00% | −5−10.0% | Reduced |
| Advocacy Wealth Management Services, LLC | 46 | $22.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 45 | $22.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 46 | $22.0K | 0.00% | +46 | New |
| Cutler Group LP | 46 | $22.0K | 0.00% | +46 | New |
| Zullo Investment Group, Inc. | 49 | $24.0K | 0.01% | +15+44.1% | Added |
| BerganKDV Wealth Management, LLC | 53 | $25.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 53 | $26.0K | 0.02% | +3+6.0% | Added |
| Focused Wealth Management, Inc | 57 | $27.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 59 | $28.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 61 | $29.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 62 | $30.0K | 0.01% | −47−43.1% | Reduced |
| Motco | 65 | $31.0K | 0.00% | −5−7.1% | Reduced |
| Acima Private Wealth, LLC | 66 | $31.9K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 68 | $32.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 67 | $32.0K | 0.00% | +67 | New |
| Clean Yield Group | 69 | $33.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 70 | $34.0K | 0.01% | −35−33.3% | Reduced |
| Carolinas Wealth Consulting LLC | 71 | $34.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 70 | $34.0K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 70 | $34.0K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 70 | $34.0K | 0.01% | +70 | New |
| Baystate Wealth Management LLC | 73 | $36.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 74 | $36.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 75 | $36.0K | 0.01% | +75 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 80 | $39.0K | 0.05% | 00.0% | Unchanged |
| MCF Advisors LLC | 83 | $40.0K | 0.00% | +1+1.2% | Added |
| Toth Financial Advisory Corp | 84 | $40.0K | 0.01% | +9+12.0% | Added |
| Charter Oak Capital Management, LLC | 87 | $42.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 88 | $42.0K | 0.03% | 00.0% | Unchanged |
| Field & Main Bank | 86 | $42.0K | 0.03% | +41+91.1% | Added |
| Cambridge Trust Co | 92 | $45.0K | 0.00% | −23−20.0% | Reduced |
| Financial Management Professionals, Inc. | 93 | $45.0K | 0.01% | 00.0% | Unchanged |
| Surevest, LLC | 94 | $45.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 99 | $48.0K | 0.03% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 100 | $48.0K | 0.01% | 00.0% | Unchanged |
| Siena Capital LLC | 100 | $48.0K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 100 | $48.0K | 0.00% | +5+5.3% | Added |
| Farmers & Merchants Investments Inc | 103 | $50.0K | 0.00% | 00.0% | Unchanged |