Skip to main content

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.

Institutional holdersQ2 2022: 1,444 institutions
Q1 2021: 1,215 institutionsQ2 2021: 1,239 institutionsQ3 2021: 1,221 institutionsQ4 2021: 1,375 institutionsQ1 2022: 1,424 institutionsQ2 2022: 1,444 institutionsQ3 2022: 1,449 institutionsQ4 2022: 1,551 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,673 institutionsQ2 2024: 1,713 institutionsQ3 2024: 1,703 institutionsQ4 2024: 1,609 institutionsQ1 2025: 1,667 institutionsQ2 2025: 1,596 institutionsQ3 2025: 1,512 institutionsQ4 2025: 1,557 institutionsQ1 2026: 1,473 institutionsQ2 2026: 1,615 institutions
Value heldQ2 2022: $103.2B
Q1 2021: $78.2BQ2 2021: $82.8BQ3 2021: $80.6BQ4 2021: $99.3BQ1 2022: $105.7BQ2 2022: $103.2BQ3 2022: $97.0BQ4 2022: $108.8BQ1 2023: $96.9BQ2 2023: $93.1BQ3 2023: $90.8BQ4 2023: $98.1BQ1 2024: $107.7BQ2 2024: $112.7BQ3 2024: $107.2BQ4 2024: $76.5BQ1 2025: $88.6BQ2 2025: $79.7BQ3 2025: $63.3BQ4 2025: $71.0BQ1 2026: $57.1BQ2 2026: $76.8B
Institutions holding ELV and their total value by quarter
QuarterHoldersValue
Q2 20261,615$76.8B
Q1 20261,473$57.1B
Q4 20251,557$71.0B
Q3 20251,512$63.3B
Q2 20251,596$79.7B
Q1 20251,667$88.6B
Q4 20241,609$76.5B
Q3 20241,703$107.2B
Q2 20241,713$112.7B
Q1 20241,673$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,551$108.8B
Q3 20221,449$97.0B
Q2 20221,444$103.2B
Q1 20221,424$105.7B
Q4 20211,375$99.3B
Q3 20211,221$80.6B
Q2 20211,239$82.8B
Q1 20211,215$78.2B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q1 2022.

Institutions holding ELV in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Regal Investment Advisors LLC0$00.00%−481−100.0%Sold out
Avestar Capital, LLC0$00.00%−462−100.0%Sold out
Wealthsource Partners, LLC0$00.00%−455−100.0%Sold out
Cornercap Investment Counsel Inc0$00.00%−450−100.0%Sold out
Windsor Capital Management, LLC0$00.00%−445−100.0%Sold out
Pallas Capital Advisors LLC0$00.00%−420−100.0%Sold out
Clarus Wealth Advisors0$00.00%−421−100.0%Sold out
Integrated Investment Consultants, LLC0$00.00%−429−100.0%Sold out
Wallington Asset Management, LLC0$00.00%−428−100.0%Sold out
Appleton Partners Inc0$00.00%−425−100.0%Sold out
Buckingham Capital Management, Inc.0$00.00%−425−100.0%Sold out
180 Wealth Advisors, LLC0$00.00%−404−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−419−100.0%Sold out
Fingerlakes Wealth Management, Inc.0$00.00%−420−100.0%Sold out
Phillips Financial Management, LLC0$00.00%−410−100.0%Sold out
Vista Wealth Management Group, LLC0$00.00%−408−100.0%Sold out
Simon Quick Advisors, LLC0$00.00%−294−100.0%Sold out
Private Ocean, LLC0$00.00%−288−100.0%Sold out
TCWP LLC0$00.00%−253−100.0%Sold out
Northern Oak Wealth Management Inc0$00.00%−250−100.0%Sold out
Gemmer Asset Management LLC0$00.00%−242−100.0%Sold out
Godsey & Gibb Associates0$00.00%−126−100.0%Sold out
Tarbox Family Office, Inc.0$00.00%−92−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−80−100.0%Sold out
Castleview Partners, LLC0$00.00%−70−100.0%Sold out
Alaethes Wealth LLC0$00.00%−56−100.0%Sold out
Fortitude Advisory Group L.L.C.0$00.00%−40−100.0%Sold out
McCarthy Grittinger Financial Group, LLC0$00.00%−36−100.0%Sold out
Beaird Harris Wealth Management, LLC0$00.00%−33−100.0%Sold out
Cordant, Inc.0$00.00%−26−100.0%Sold out
Capital Advisory Group Advisory Services, LLC0$00.00%−23−100.0%Sold out
Heritage Wealth Management, LLC0$00.00%−10−100.0%Sold out
Exane Derivatives0$00.00%−10−100.0%Sold out
Elequin Capital LP0$00.00%−9−100.0%Sold out
Annapolis Financial Services, LLC0$00.00%−9−100.0%Sold out
McCarthy Asset Management, Inc.0$00.00%−5−100.0%Sold out
Parametric Portfolio Associates LLC––––Not filed
NN Investment Partners Holdings N.V.––––Not filed
Virginia Retirement Systems Et Al––––Not filed
PGGM Investments––––Not filed
Teachers Retirement System of the State of Kentucky––––Not filed
Amalgamated Financial Corp.––––Not filed
Majedie Asset Management Ltd––––Not filed
Susquehanna Fundamental Investments, LLC––––Not filed
Palladium Partners LLC––––Not filed
IndexIQ Advisors LLC––––Not filed
People's United Financial, Inc.––––Not filed
American National Insurance Co––––Not filed
Dixon Hughes Goodman Wealth Advisors LLC––––Not filed
American National Registered Investment Advisor, Inc.––––Not filed
Fulcrum Asset Management LLP––––Not filed
Livingston Group Asset Management CO (operating as Southport Capital Management)––––Not filed
Verity Asset Management, Inc.––––Not filed
Cantor Fitzgerald Investment Adviser L.P.––––Not filed
SJS Investment Consulting Inc.––––Not filed
Midwest Wealth Management Inc.––––Not filed
Kings Point Capital Management––––Not filed
Ritter Daniher Financial Advisory, LLC––––Not filed
Lenox Wealth Advisors, LLC––––Not filed