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, 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
- 1,443
- +43 vs. Q1 2022
- Shares held
- 213.7M
- −247.2K (−0.1%) vs. Q1 2022
- Total value
- $103.2B
- −$1.46B (−1.4%) vs. Q1 2022
- New holders
- 136
- 526 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 | 1,615 | $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 | 1,703 | $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 |
|---|---|---|---|---|---|
| Banco Santander, S.A. | 10,542 | $5.09M | 0.07% | −2,428−18.7% | Reduced |
| Bailard, Inc. | 10,555 | $5.09M | 0.20% | −309−2.8% | Reduced |
| Armstrong Shaw Associates Inc | 10,657 | $5.14M | 5.18% | 00.0% | Unchanged |
| Geneva Partners, LLC | 10,662 | $5.14M | 5.06% | −1,187−10.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 10,675 | $5.15M | 0.12% | −65−0.6% | Reduced |
| Bowling Portfolio Management LLC | 10,679 | $5.15M | 1.30% | +3,322+45.2% | Added |
| Peapack Gladstone Financial Corp | 10,696 | $5.16M | 0.12% | −68−0.6% | Reduced |
| Winmill & Co. Inc | 10,790 | $5.21M | 1.89% | 00.0% | Unchanged |
| Coastline Trust Co | 10,895 | $5.26M | 0.78% | −340−3.0% | Reduced |
| E. Ohman J:or Asset Management AB | 10,900 | $5.26M | 0.23% | −100−0.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 11,047 | $5.33M | 0.45% | +11,047 | New |
| BKD Wealth Advisors, LLC | 11,048 | $5.33M | 0.22% | +3,112+39.2% | Added |
| Aigen Investment Management, LP | 11,171 | $5.39M | 0.91% | +11,171 | New |
| Institutional & Family Asset Management, LLC | 11,420 | $5.51M | 0.96% | +280+2.5% | Added |
| Fred Alger Management, LLC | 11,570 | $5.58M | 0.03% | +11,570 | New |
| Guggenheim Capital LLC | 11,576 | $5.59M | 0.04% | −7,278−38.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 11,635 | $5.62M | 1.86% | −555−4.6% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 11,681 | $5.64M | 0.67% | −477−3.9% | Reduced |
| Dowling & Yahnke LLC | 11,880 | $5.73M | 0.27% | −8−0.1% | Reduced |
| First Citizens Bank & Trust Co | 12,146 | $5.86M | 0.21% | −1,120−8.4% | Reduced |
| Prudential PLC | 12,613 | $6.09M | 0.11% | +544+4.5% | Added |
| Cetera Advisor Networks LLC | 12,681 | $6.12M | 0.08% | +851+7.2% | Added |
| Logan Capital Management Inc | 12,807 | $6.18M | 0.36% | +118+0.9% | Added |
| Contravisory Investment Management, Inc. | 12,910 | $6.23M | 2.02% | −56−0.4% | Reduced |
| Private Advisor Group, LLC | 13,084 | $6.31M | 0.06% | +204+1.6% | Added |
| JustInvest LLC | 13,198 | $6.37M | 0.29% | +2,958+28.9% | Added |
| Richard Bernstein Advisors LLC | 13,278 | $6.41M | 0.14% | 00.0% | Unchanged |
| Assetmark, Inc | 13,415 | $6.47M | 0.03% | +5,171+62.7% | Added |
| New Mexico Educational Retirement Board | 13,446 | $6.49M | 0.31% | −700−4.9% | Reduced |
| Summit Street Capital Management, LLC | 13,465 | $6.50M | 4.26% | −2,770−17.1% | Reduced |
| Kestra Advisory Services, LLC | 13,475 | $6.50M | 0.07% | +3,534+35.5% | Added |
| Kiwi Wealth Investments Limited Partnership | 13,645 | $6.58M | 0.46% | −1,824−11.8% | Reduced |
| Hyman Charles D | 13,877 | $6.70M | 0.49% | +350+2.6% | Added |
| Meritage Portfolio Management | 13,938 | $6.73M | 0.52% | +245+1.8% | Added |
| Vestcor Inc | 14,010 | $6.76M | 0.25% | +7,120+103.3% | Added |
| Ethic Inc. | 14,107 | $6.81M | 0.47% | +2,914+26.0% | Added |
| Holocene Advisors, LP | 14,460 | $6.98M | 0.04% | −75,547−83.9% | Reduced |
| Metropolitan Life Insurance Co | 14,523 | $7.01M | 0.31% | −455−3.0% | Reduced |
| Tekla Capital Management LLC | 14,644 | $7.07M | 0.28% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 14,840 | $7.16M | 0.16% | −6,000−28.8% | Reduced |
| Vontobel Holding Ltd. | 14,766 | $7.17M | 0.08% | −2,782−15.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,920 | $7.20M | 0.45% | +2,297+18.2% | Added |
| Sivik Global Healthcare LLC | 15,000 | $7.24M | 4.11% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 15,001 | $7.24M | 0.02% | +10,791+256.3% | Added |
| Baird Financial Group, Inc. | 15,239 | $7.35M | 0.02% | +369+2.5% | Added |
| AE Wealth Management LLC | 15,428 | $7.45M | 0.06% | +6,271+68.5% | Added |
| Louisiana State Employees Retirement System | 15,300 | $7.61M | 0.20% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 15,787 | $7.62M | 2.52% | −293−1.8% | Reduced |
| GWM Advisors LLC | 16,240 | $7.84M | 0.13% | +817+5.3% | Added |
| Chartwell Investment Partners, LLC | 16,255 | $7.84M | 0.31% | +3,196+24.5% | Added |
| Alpine Woods Capital Investors, LLC | 16,270 | $7.85M | 0.98% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 16,599 | $8.01M | 0.85% | −70−0.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,627 | $8.02M | 0.19% | +846+5.4% | Added |
| First Foundation Advisors | 16,637 | $8.03M | 0.35% | −28,237−62.9% | Reduced |
| Atria Investments LLC | 16,758 | $8.09M | 0.17% | +143+0.9% | Added |
| Capital Analysts, LLC | 16,817 | $8.12M | 0.56% | +244+1.5% | Added |
| Norinchukin Bank, The | 16,891 | $8.15M | 0.16% | −5,706−25.3% | Reduced |
| Oppenheimer & Co Inc | 17,073 | $8.24M | 0.18% | −816−4.6% | Reduced |
| Taylor Wealth Management Partners | 17,082 | $8.24M | 4.68% | −1,207−6.6% | Reduced |
| Daiwa Securities Group Inc. | 17,131 | $8.27M | 0.06% | +1,134+7.1% | Added |
| Tamar Securities, LLC | 17,432 | $8.41M | 2.76% | −897−4.9% | Reduced |
| Hyperion Capital Advisors LP | 17,564 | $8.48M | 3.96% | −8,228−31.9% | Reduced |
| Stephens Inc | 17,576 | $8.48M | 0.17% | −741−4.0% | Reduced |
| Parkman Healthcare Partners LLC | 17,750 | $8.57M | 3.15% | +17,750 | New |
| Greatmark Investment Partners, Inc. | 17,770 | $8.57M | 1.65% | −669−3.6% | Reduced |
| Unison Asset Management LLC | 17,789 | $8.59M | 8.38% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 17,893 | $8.63M | 0.36% | +2,422+15.7% | Added |
| Parus Finance (UK) Ltd | 18,170 | $8.77M | 5.21% | +296+1.7% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 18,193 | $8.78M | 1.08% | −475−2.5% | Reduced |
| Sandy Spring Bank | 18,401 | $8.88M | 0.53% | −846−4.4% | Reduced |
| Snowden Capital Advisors LLC | 18,431 | $8.89M | 0.40% | −471−2.5% | Reduced |
| Maryland State Retirement & Pension System | 18,574 | $8.96M | 0.29% | −386−2.0% | Reduced |
| McKinley Capital Management LLC /Delaware | 18,810 | $9.08M | 1.19% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 18,741 | $9.10M | 0.20% | +11,190+148.2% | Added |
| Colony Group LLC | 18,885 | $9.11M | 0.16% | +6,341+50.6% | Added |
| River Wealth Advisors LLC | 19,017 | $9.18M | 1.69% | −529−2.7% | Reduced |
| Elo Mutual Pension Insurance Co | 19,020 | $9.18M | 0.31% | −69−0.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 19,036 | $9.19M | 0.05% | −240−1.2% | Reduced |
| Huntington National Bank | 19,127 | $9.23M | 0.10% | +78+0.4% | Added |
| Spire Wealth Management | 19,250 | $9.29M | 0.38% | −6,868−26.3% | Reduced |
| Coronation Fund Managers Ltd. | 19,255 | $9.29M | 0.52% | −24,477−56.0% | Reduced |
| Great Lakes Advisors, LLC | 19,506 | $9.41M | 0.19% | +2,506+14.7% | Added |
| Securian Asset Management, Inc | 19,627 | $9.47M | 0.23% | −200−1.0% | Reduced |
| Robeco Schweiz AG | 19,677 | $9.50M | 0.17% | +212+1.1% | Added |
| Kovitz Investment Group Partners, LLC | 19,715 | $9.51M | 0.21% | −595−2.9% | Reduced |
| CIBC World Markets Inc. | 19,988 | $9.65M | 0.04% | −1,366−6.4% | Reduced |
| Cumberland Partners Ltd | 20,082 | $9.69M | 0.92% | +8,232+69.5% | Added |
| First American Trust, FSB | 20,427 | $9.86M | 1.56% | −5,376−20.8% | Reduced |
| Impax Asset Management Group plc | 20,555 | $9.92M | 0.05% | −199−1.0% | Reduced |
| Highland Capital Management, LLC | 20,586 | $9.93M | 0.71% | −100−0.5% | Reduced |
| Shell Asset Management Co | 20,687 | $9.98M | 0.30% | −4,600−18.2% | Reduced |
| Creative Planning | 20,817 | $10.0M | 0.02% | +38+0.2% | Added |
| Axiom Investors LLC | 20,912 | $10.1M | 0.30% | +20,912 | New |
| Leuthold Group, LLC | 20,915 | $10.1M | 1.43% | −547−2.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 21,128 | $10.2M | 0.89% | −700−3.2% | Reduced |
| Parsec Financial Management, Inc. | 21,132 | $10.2M | 0.49% | +278+1.3% | Added |
| Fifth Third Bancorp | 21,231 | $10.2M | 0.05% | +2,184+11.5% | Added |
| West Family Investments, Inc. | 21,065 | $10.3M | 4.05% | +10,500+99.4% | Added |
| Cullen/Frost Bankers, Inc. | 21,406 | $10.3M | 0.23% | −39−0.2% | Reduced |
| Distillate Capital Partners LLC | 21,612 | $10.4M | 1.49% | +2,237+11.5% | Added |