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 |
|---|---|---|---|---|---|
| Diversified Portfolios, Inc. | 436 | $210.0K | 0.06% | +1+0.2% | Added |
| Lake Street Financial LLC | 438 | $211.0K | 0.05% | +438 | New |
| Trust Co of Virginia | 441 | $212.0K | 0.03% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 442 | $213.0K | 0.12% | 00.0% | Unchanged |
| Grove Bank & Trust | 443 | $214.0K | 0.05% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 444 | $214.0K | 0.07% | +7+1.6% | Added |
| Carret Asset Management, LLC | 445 | $215.0K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 446 | $215.0K | 0.04% | 00.0% | Unchanged |
| Successful Portfolios LLC | 448 | $216.0K | 0.15% | −53−10.6% | Reduced |
| V Wealth Advisors LLC | 448 | $216.0K | 0.04% | +15+3.5% | Added |
| Murphy Capital Management Inc | 450 | $217.0K | 0.03% | 00.0% | Unchanged |
| Pecaut & Co. | 450 | $217.0K | 0.12% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 450 | $217.0K | 0.05% | +20+4.7% | Added |
| Trust Investment Advisors | 452 | $218.0K | 0.21% | −307−40.4% | Reduced |
| DSC Advisors, L.P. | 454 | $219.0K | 0.22% | −1−0.2% | Reduced |
| Marcum Wealth, LLC | 455 | $220.0K | 0.03% | −16−3.4% | Reduced |
| Deuterium Capital Management, LLC | 460 | $222.0K | 0.85% | −750−62.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 461 | $222.0K | 0.07% | −9−1.9% | Reduced |
| Flagship Harbor Advisors, LLC | 461 | $222.0K | 0.02% | −1−0.2% | Reduced |
| Sage Rhino Capital LLC | 459 | $222.0K | 0.08% | +1+0.2% | Added |
| Hightower 6M Holding, LLC | 459 | $222.0K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 461 | $222.0K | 0.04% | +27+6.2% | Added |
| WMS Partners, LLC | 463 | $223.0K | 0.03% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 462 | $223.0K | 0.02% | +462 | New |
| Outlook Wealth Advisors, LLC | 465 | $224.0K | 0.09% | +11+2.4% | Added |
| Arkadios Wealth Advisors | 466 | $225.0K | 0.03% | +40+9.4% | Added |
| Royal Fund Management, LLC | 472 | $227.0K | 0.04% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 472 | $228.0K | 0.04% | −145−23.5% | Reduced |
| Abacus Planning Group, Inc. | 473 | $228.0K | 0.07% | 00.0% | Unchanged |
| Inverness Counsel LLC | 474 | $229.0K | 0.01% | −100−17.4% | Reduced |
| Grimes & Company, Inc. | 475 | $229.0K | 0.01% | −5−1.0% | Reduced |
| Smithfield Trust Co | 477 | $230.0K | 0.02% | −24−4.8% | Reduced |
| Formidable Asset Management, LLC | 484 | $230.0K | 0.05% | +7+1.5% | Added |
| Washington Trust Advisors, Inc. | 480 | $232.0K | 0.02% | −17−3.4% | Reduced |
| Aspiriant, LLC | 482 | $233.0K | 0.01% | −12−2.4% | Reduced |
| Orgel Wealth Management, LLC | 485 | $234.0K | 0.01% | 00.0% | Unchanged |
| Intrua Financial, LLC | 485 | $234.0K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 486 | $234.0K | 0.04% | +26+5.7% | Added |
| Creative Financial Designs Inc | 486 | $235.0K | 0.04% | −3−0.6% | Reduced |
| Meridian Investment Counsel Inc. | 486 | $235.0K | 0.10% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 486 | $235.0K | 0.01% | +66+15.7% | Added |
| Shulman DeMeo Asset Management LLC | 492 | $237.0K | 0.08% | +1+0.2% | Added |
| TCI Wealth Advisors, Inc. | 491 | $237.0K | 0.04% | +14+2.9% | Added |
| Prime Capital Investment Advisors, LLC | 491 | $237.0K | 0.01% | +491 | New |
| Boston Common Asset Management, LLC | 495 | $239.0K | 0.01% | −266−35.0% | Reduced |
| Five Oceans Advisors | 495 | $239.0K | 0.18% | +495 | New |
| Harbour Capital Advisors, LLC | 500 | $241.0K | 0.08% | 00.0% | Unchanged |
| Veracity Capital LLC | 498 | $241.0K | 0.13% | +498 | New |
| Kozak & Associates, Inc. | 502 | $242.0K | 0.16% | +2+0.4% | Added |
| Clear Street Markets LLC | 501 | $242.0K | 0.08% | +402+406.1% | Added |
| Rockland Trust Co | 502 | $242.0K | 0.02% | +502 | New |
| Monument Capital Management | 506 | $244.0K | 0.09% | +506 | New |
| Ashton Thomas Private Wealth, LLC | 507 | $244.7K | 0.03% | +507 | New |
| Nwam LLC | 512 | $245.0K | 0.02% | −203−28.4% | Reduced |
| Moneta Group Investment Advisors LLC | 510 | $246.0K | 0.01% | +510 | New |
| Philadelphia Trust Co | 512 | $247.0K | 0.03% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 511 | $247.0K | 0.00% | +11+2.2% | Added |
| Bank of Hawaii | 514 | $248.0K | 0.02% | +20+4.0% | Added |
| B. Riley Wealth Management, Inc. | 513 | $248.0K | 0.02% | +42+8.9% | Added |
| Strategic Wealth Designers | 516 | $249.0K | 0.06% | −18−3.4% | Reduced |
| Strategic Equity Management | 515 | $249.0K | 0.13% | 00.0% | Unchanged |
| Zhang Financial LLC | 518 | $250.0K | 0.04% | +518 | New |
| AIMZ Investment Advisors, LLC | 522 | $252.0K | 0.12% | −53−9.2% | Reduced |
| Legacy Financial Advisors, Inc. | 523 | $252.0K | 0.06% | +3+0.6% | Added |
| Koshinski Asset Management, Inc. | 523 | $252.0K | 0.03% | +523 | New |
| Summit Place Financial Advisors, LLC | 525 | $253.0K | 0.21% | 00.0% | Unchanged |
| Old Port Advisors | 533 | $254.0K | 0.10% | 00.0% | Unchanged |
| BSW Wealth Partners | 527 | $254.0K | 0.06% | +55+11.7% | Added |
| Renaissance Group LLC | 530 | $256.0K | 0.01% | −17−3.1% | Reduced |
| Accuvest Global Advisors | 533 | $257.0K | 0.17% | −40−7.0% | Reduced |
| Laidlaw Wealth Management LLC | 533 | $257.0K | 0.05% | +28+5.5% | Added |
| Machina Capital S.A.S. | 534 | $258.0K | 0.58% | +534 | New |
| Watershed Asset Management, L.L.C. | 538 | $260.0K | 0.32% | −67−11.1% | Reduced |
| Annex Advisory Services, LLC | 541 | $261.0K | 0.02% | −21−3.7% | Reduced |
| Patron Partners Advisors, LLC | 543 | $262.0K | 0.21% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 543 | $262.0K | 0.15% | +11+2.1% | Added |
| Proficio Capital Partners LLC | 543 | $262.0K | 0.05% | +33+6.5% | Added |
| Bluestein R H & Co | 546 | $263.0K | 0.02% | −100−15.5% | Reduced |
| Bridgeworth, LLC | 545 | $263.0K | 0.06% | 00.0% | Unchanged |
| St Germain D J Co Inc | 544 | $263.0K | 0.02% | 00.0% | Unchanged |
| Forum Private Client Group LLC | 544 | $263.0K | 0.19% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 545 | $263.0K | 0.12% | +135+32.9% | Added |
| Fisher Asset Management, LLC | 548 | $265.0K | 0.00% | −61−10.0% | Reduced |
| E&G Advisors, LP | 550 | $265.0K | 0.09% | +550 | New |
| Enterprise Financial Services Corp | 551 | $266.0K | 0.05% | +8+1.5% | Added |
| Allegheny Financial Group LTD | 554 | $267.0K | 0.12% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 557 | $269.0K | 0.15% | −81−12.7% | Reduced |
| Walter & Keenan Financial Consulting Co | 559 | $270.0K | 0.11% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 560 | $270.0K | 0.13% | 00.0% | Unchanged |
| Highland Private Wealth Management | 560 | $270.0K | 0.04% | +16+2.9% | Added |
| Wealthquest Corp | 560 | $270.0K | 0.04% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 564 | $272.0K | 0.15% | +4+0.7% | Added |
| Syntax Advisors, LLC | 564 | $272.0K | 0.23% | +4+0.7% | Added |
| Krane Funds Advisors LLC | 567 | $274.0K | 0.01% | −254−30.9% | Reduced |
| Focus Financial Network, Inc. | 573 | $276.3K | 0.02% | +2+0.4% | Added |
| Roberts Glore & Co Inc | 573 | $277.0K | 0.09% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 573 | $277.0K | 0.11% | +125+27.9% | Added |
| Old Mission Investment Co LLC | 575 | $277.5K | 0.12% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 578 | $278.0K | 0.10% | +578 | New |
| Drake & Associates, LLC | 576 | $278.0K | 0.16% | +576 | New |