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
- 1,444
- +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 | 1,615 | $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 |
|---|---|---|---|---|---|
| IAG Wealth Partners, LLC | 104 | $50.0K | 0.02% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 105 | $51.0K | 0.02% | −4−3.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 105 | $51.0K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 105 | $51.0K | 0.00% | +105 | New |
| Thompson Siegel & Walmsley LLC | 110 | $53.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 110 | $53.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 109 | $53.0K | 0.05% | 00.0% | Unchanged |
| Steward Financial Group LLC | 112 | $54.0K | 0.04% | +19+20.4% | Added |
| JFS Wealth Advisors, LLC | 112 | $54.0K | 0.01% | +35+45.5% | Added |
| Point72 Hong Kong Ltd | 112 | $54.0K | 0.00% | +112 | New |
| M&R Capital Management Inc | 115 | $55.0K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 115 | $55.0K | 0.04% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 114 | $55.0K | 0.07% | +114 | New |
| Key Financial Inc | 117 | $57.0K | 0.03% | +30+34.5% | Added |
| Riverview Trust Co | 122 | $59.0K | 0.05% | 00.0% | Unchanged |
| City State Bank | 122 | $59.0K | 0.04% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 126 | $61.0K | 0.01% | −1,370−91.6% | Reduced |
| Solstein Capital, LLC | 130 | $63.0K | 0.05% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 132 | $64.0K | 0.02% | +132 | New |
| TD Ameritrade Investment Management, LLC | 134 | $65.0K | 0.00% | −135−50.2% | Reduced |
| Cedar Wealth Management, LLC | 140 | $68.0K | 0.03% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 143 | $69.0K | 0.04% | +1+0.7% | Added |
| RWM Asset Management, LLC | 144 | $69.0K | 0.02% | +75+108.7% | Added |
| Plante Moran Financial Advisors, LLC | 146 | $70.0K | 0.01% | −14−8.8% | Reduced |
| Vectors Research Management, LLC | 147 | $71.0K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 147 | $71.0K | 0.02% | +25+20.5% | Added |
| Highlander Capital Management, LLC | 150 | $72.0K | 0.04% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 150 | $72.0K | 0.04% | +150 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 150 | $73.0K | 0.05% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 153 | $74.0K | 0.02% | +22+16.8% | Added |
| Evolution Advisers, Inc. | 158 | $76.0K | 0.06% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 158 | $76.2K | 0.01% | +158 | New |
| AllSquare Wealth Management LLC | 160 | $77.0K | 0.05% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 161 | $78.0K | 0.00% | +45+38.8% | Added |
| Stephens Consulting, LLC | 164 | $79.1K | 0.06% | 00.0% | Unchanged |
| O'Dell Group, LLC | 166 | $80.0K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 169 | $82.0K | 0.03% | +30+21.6% | Added |
| Jones Financial Companies LLLP | 170 | $82.0K | 0.00% | +81+91.0% | Added |
| Curi Capital | 170 | $82.0K | 0.02% | +163+2,328.6% | Added |
| Harvest Fund Management Co., Ltd | 173 | $83.0K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 175 | $84.0K | 0.04% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 175 | $84.0K | 0.05% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 174 | $84.0K | 0.01% | +79+83.2% | Added |
| First Command Bank | 180 | $87.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 180 | $87.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 190 | $91.0K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 191 | $92.0K | 0.05% | +11+6.1% | Added |
| Independence Bank of Kentucky | 198 | $96.0K | 0.04% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 200 | $97.0K | 0.05% | +200 | New |
| Ritter Daniher Financial Advisory LLC | 202 | $97.0K | 0.07% | +202 | New |
| Evoke Wealth, LLC | 210 | $101.0K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 222 | $107.0K | 0.08% | +222 | New |
| Tilia Fiduciary Partners, Inc. | 225 | $108.0K | 0.10% | +45+25.0% | Added |
| Coastal Capital Group, Inc. | 225 | $109.0K | 0.03% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 232 | $112.0K | 0.24% | 00.0% | Unchanged |
| Investors Research Corp | 235 | $113.0K | 0.03% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 240 | $116.0K | 0.04% | 00.0% | Unchanged |
| Monetary Management Group Inc | 250 | $121.0K | 0.04% | 00.0% | Unchanged |
| West Oak Capital, LLC | 250 | $121.0K | 0.06% | 00.0% | Unchanged |
| Seldon Capital LP | 250 | $121.0K | 0.07% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 257 | $124.0K | 0.03% | 00.0% | Unchanged |
| Monolith Advisors | 257 | $124.0K | 0.13% | −5−1.9% | Reduced |
| Covestor Ltd | 269 | $129.0K | 0.11% | −38−12.4% | Reduced |
| Private Capital Group, LLC | 269 | $130.0K | 0.10% | −85−24.0% | Reduced |
| MBM Wealth Consultants, LLC | 276 | $133.0K | 0.07% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 275 | $133.0K | 0.03% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 300 | $145.0K | 0.08% | +300 | New |
| Lindbrook Capital, LLC | 303 | $146.0K | 0.02% | +57+23.2% | Added |
| Parkside Financial Bank & Trust | 305 | $147.0K | 0.04% | −118−27.9% | Reduced |
| Islay Capital Management, LLC | 307 | $148.0K | 0.15% | 00.0% | Unchanged |
| Allworth Financial LP | 310 | $150.0K | 0.00% | +25+8.8% | Added |
| Mechanics Financial Corp | 312 | $151.0K | 0.09% | −4−1.3% | Reduced |
| Archer Investment Corp | 313 | $151.2K | 0.06% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 324 | $156.0K | 0.03% | +55+20.4% | Added |
| Addison Advisors LLC | 328 | $158.0K | 0.10% | +7+2.2% | Added |
| PSI Advisors, LLC | 330 | $159.0K | 0.08% | 00.0% | Unchanged |
| Core Alternative Capital | 330 | $159.0K | 0.04% | +20+6.5% | Added |
| KB Financial Partners, LLC | 333 | $161.0K | 0.06% | −214−39.1% | Reduced |
| AGF Investments LLC | 337 | $163.0K | 0.02% | −967−74.2% | Reduced |
| Center for Financial Planning, Inc. | 349 | $168.0K | 0.04% | 00.0% | Unchanged |
| First Manhattan Co | 356 | $171.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 365 | $176.0K | 0.12% | 00.0% | Unchanged |
| Central Bank & Trust Co | 368 | $178.0K | 0.04% | −31−7.8% | Reduced |
| Byrne Asset Management LLC | 370 | $179.0K | 0.13% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 371 | $179.0K | 0.13% | +65+21.2% | Added |
| Itau Unibanco Holding S.A. | 372 | $180.0K | 0.01% | +326+708.7% | Added |
| Hartford Financial Management Inc. | 380 | $183.0K | 0.05% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 385 | $185.8K | 0.06% | +262+213.0% | Added |
| Larson Financial Group LLC | 393 | $190.0K | 0.03% | 00.0% | Unchanged |
| FourThought Financial, LLC | 408 | $197.0K | 0.03% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 412 | $199.0K | 0.08% | −91−18.1% | Reduced |
| Washington Trust Co | 415 | $200.0K | 0.01% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 417 | $201.0K | 0.02% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 416 | $201.0K | 0.22% | 00.0% | Unchanged |
| Ballast, Inc. | 421 | $203.0K | 0.09% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 424 | $205.0K | 0.00% | +424 | New |
| Stonnington Group, LLC | 430 | $206.0K | 0.05% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 426 | $206.0K | 0.02% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 430 | $208.0K | 0.12% | +8+1.9% | Added |
| CVA Family Office, LLC | 435 | $210.0K | 0.06% | −75−14.7% | Reduced |