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 |
|---|---|---|---|---|---|
| Thoroughbred Financial Services, LLC | 578 | $279.0K | 0.05% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 579 | $280.0K | 0.01% | +53+10.1% | Added |
| AdvisorNet Financial, Inc | 580 | $280.0K | 0.03% | +61+11.8% | Added |
| Alliance Wealth Advisors, LLC | 584 | $282.0K | 0.24% | +4+0.7% | Added |
| Octavia Wealth Advisors, LLC | 586 | $282.0K | 0.07% | +23+4.1% | Added |
| Hamilton Capital, LLC | 584 | $282.0K | 0.02% | +38+7.0% | Added |
| Jacobi Capital Management LLC | 586 | $283.0K | 0.04% | +40+7.3% | Added |
| Essex Savings Bank | 589 | $284.0K | 0.11% | −63−9.7% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 590 | $285.0K | 0.09% | 00.0% | Unchanged |
| First National Bank | 593 | $286.0K | 0.27% | 00.0% | Unchanged |
| Change Path, LLC | 593 | $286.0K | 0.02% | +116+24.3% | Added |
| Aurora Private Wealth, Inc. | 595 | $287.0K | 0.13% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 594 | $287.0K | 0.06% | 00.0% | Unchanged |
| Family Firm, Inc. | 598 | $288.0K | 0.08% | +1+0.2% | Added |
| Coastal Investment Advisors, Inc. | 594 | $289.0K | 0.07% | +180+43.5% | Added |
| Koss-Olinger Consulting, LLC | 601 | $290.0K | 0.05% | −222−27.0% | Reduced |
| Wintrust Investments LLC | 600 | $290.0K | 0.03% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 603 | $291.0K | 0.02% | +603 | New |
| Advus Financial Partners, LLC | 609 | $293.9K | 0.15% | +112+22.5% | Added |
| First Bank & Trust | 609 | $294.0K | 0.10% | +44+7.8% | Added |
| Kellett Schaffner Wealth Advisors LLC | 613 | $296.0K | 0.38% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 619 | $299.0K | 0.15% | −360−36.8% | Reduced |
| Accretive Wealth Partners, LLC | 619 | $299.0K | 0.22% | −14−2.2% | Reduced |
| PEAK6 Investments LLC | 674 | $299.0K | 0.01% | +210+45.3% | Added |
| Zions Bancorporation, N.A. | 621 | $300.0K | 0.03% | −272−30.5% | Reduced |
| Washington Capital Management Inc | 625 | $301.6K | 0.29% | 00.0% | Unchanged |
| Caldwell Trust Co | 625 | $301.6K | 0.04% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 625 | $302.0K | 0.04% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 626 | $302.0K | 0.06% | +26+4.3% | Added |
| Chicago Trust Co NA | 629 | $304.0K | 0.08% | +629 | New |
| LVW Advisors, LLC | 632 | $305.0K | 0.06% | −5−0.8% | Reduced |
| Vise Technologies, Inc. | 631 | $305.0K | 0.12% | +87+16.0% | Added |
| Berger Financial Group, Inc | 634 | $306.0K | 0.04% | +53+9.1% | Added |
| Capital Investment Advisors, LLC | 640 | $309.0K | 0.01% | +6+0.9% | Added |
| Gerber Kawasaki Wealth & Investment Management | 642 | $309.0K | 0.03% | +26+4.2% | Added |
| Swarthmore Group Inc | 644 | $311.0K | 0.13% | −13,881−95.6% | Reduced |
| Diligent Investors, LLC | 645 | $311.0K | 0.11% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 646 | $312.0K | 0.03% | +19+3.0% | Added |
| Brendel Financial Advisors LLC | 648 | $313.0K | 0.27% | −160−19.8% | Reduced |
| First National Trust Co | 648 | $313.0K | 0.02% | −111−14.6% | Reduced |
| GoalVest Advisory LLC | 656 | $313.0K | 0.20% | −1−0.2% | Reduced |
| Constitution Capital LLC | 650 | $314.0K | 0.20% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 651 | $314.0K | 0.01% | +651 | New |
| Warren Averett Asset Management, LLC | 654 | $315.0K | 0.03% | +6+0.9% | Added |
| Berkshire Asset Management LLC | 654 | $316.0K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 658 | $317.0K | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 657 | $318.0K | 0.03% | +84+14.7% | Added |
| Kolinsky Wealth Management, LLC | 660 | $319.0K | 0.38% | −46−6.5% | Reduced |
| CPWM, LLC | 661 | $319.0K | 0.03% | +65+10.9% | Added |
| Court Place Advisors, LLC | 667 | $322.0K | 0.12% | 00.0% | Unchanged |
| Woodstock Corp | 669 | $323.0K | 0.04% | −44−6.2% | Reduced |
| First City Capital Management, Inc. | 672 | $324.0K | 0.20% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 673 | $325.0K | 0.01% | +673 | New |
| Godshalk Welsh Capital Management, Inc. | 675 | $326.0K | 0.23% | −40−5.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 677 | $327.0K | 0.02% | −72−9.6% | Reduced |
| E Fund Management Co., Ltd. | 683 | $330.0K | 0.03% | −23−3.3% | Reduced |
| Wealth Effects LLC | 685 | $331.0K | 0.20% | +685 | New |
| HM Payson & Co | 689 | $332.0K | 0.01% | −264−27.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 691 | $333.0K | 0.00% | −11−1.6% | Reduced |
| Fort Point Capital Partners LLC | 691 | $333.0K | 0.06% | 00.0% | Unchanged |
| Northeast Investment Management | 691 | $333.0K | 0.02% | +145+26.6% | Added |
| Maxele Advisors, LLC | 694 | $334.9K | 0.53% | −14−2.0% | Reduced |
| Arete Wealth Advisors, LLC | 698 | $337.0K | 0.04% | −111−13.7% | Reduced |
| Lakeview Capital Partners, LLC | 698 | $337.0K | 0.19% | +165+31.0% | Added |
| Financial Enhancement Group LLC | 698 | $337.0K | 0.07% | +216+44.8% | Added |
| Adams Wealth Management | 701 | $338.0K | 0.13% | −5−0.7% | Reduced |
| Reston Wealth Management LLC | 700 | $338.0K | 0.19% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 701 | $338.0K | 0.33% | +74+11.8% | Added |
| BCJ Capital Management, LLC | 709 | $342.0K | 0.03% | −439−38.2% | Reduced |
| Fulton Breakefield Broenniman LLC | 715 | $345.0K | 0.03% | +715 | New |
| Sierra Capital LLC | 718 | $346.0K | 0.06% | +3+0.4% | Added |
| Graypoint LLC | 727 | $351.0K | 0.05% | +258+55.0% | Added |
| First Affirmative Financial Network | 729 | $352.0K | 0.40% | −61−7.7% | Reduced |
| ASB Consultores, LLC | 732 | $353.0K | 0.15% | +15+2.1% | Added |
| Humankind Investments LLC | 731 | $353.0K | 0.17% | +122+20.0% | Added |
| Atticus Wealth Management, LLC | 732 | $353.0K | 0.15% | +448+157.7% | Added |
| First Horizon Advisors, Inc. | 736 | $353.0K | 0.01% | +534+264.4% | Added |
| Edge Capital Group, LLC | 5,765 | $355.0K | 0.03% | +5,765 | New |
| Legacy Advisors, LLC | 740 | $357.0K | 0.08% | −38−4.9% | Reduced |
| Glassman Wealth Services | 739 | $357.0K | 0.07% | +40+5.7% | Added |
| Herold Advisors, Inc. | 740 | $357.0K | 0.16% | +185+33.3% | Added |
| Meridian Wealth Management, LLC | 742 | $358.0K | 0.03% | +100+15.6% | Added |
| Marotta Asset Management | 737 | $358.2K | 0.09% | +76+11.5% | Added |
| Summit Financial Group Inc | 744 | $359.0K | 0.14% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 744 | $359.0K | 0.25% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 744 | $359.0K | 0.02% | +744 | New |
| Summit Trail Advisors, LLC | 746 | $360.0K | 0.02% | +746 | New |
| Barings LLC | 752 | $363.0K | 0.01% | −52−6.5% | Reduced |
| Altfest L J & Co Inc | 755 | $364.0K | 0.07% | −14−1.8% | Reduced |
| Aldebaran Financial Inc. | 778 | $366.0K | 0.40% | +778 | New |
| Schnieders Capital Management LLC | 760 | $367.0K | 0.11% | −5−0.7% | Reduced |
| Capital Management Corp | 760 | $367.0K | 0.09% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 761 | $367.0K | 0.22% | +11+1.5% | Added |
| Ascent Group, LLC | 769 | $367.0K | 0.04% | +181+30.8% | Added |
| Ridgecrest Wealth Partners, LLC | 765 | $369.0K | 0.27% | 00.0% | Unchanged |
| State of Wyoming | 763 | $369.0K | 0.23% | +310+68.4% | Added |
| Henshaw Capital LLC | 769 | $371.1K | 0.03% | +121+18.7% | Added |
| Affinity Investment Advisors, LLC | 771 | $372.0K | 0.18% | −744−49.1% | Reduced |
| BBR Partners, LLC | 778 | $375.0K | 0.04% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 779 | $375.9K | 0.04% | −4−0.5% | Reduced |