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 |
|---|---|---|---|---|---|
| Jackson Square Capital, LLC | 781 | $377.0K | 0.16% | +781 | New |
| Cohen & Steers, Inc. | 784 | $378.0K | 0.00% | +363+86.2% | Added |
| East Coast Asset Management, LLC. | 785 | $379.0K | 0.18% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 791 | $382.0K | 0.35% | −1,582−66.7% | Reduced |
| Atlantic Trust, LLC | 792 | $382.0K | 0.29% | 00.0% | Unchanged |
| Geller Advisors LLC | 791 | $382.0K | 0.08% | +8+1.0% | Added |
| Client 1st Advisory Group, LLC | 791 | $382.0K | 0.23% | +25+3.3% | Added |
| Avantax Planning Partners, Inc. | 798 | $385.0K | 0.02% | −28−3.4% | Reduced |
| Meyer Handelman Co | 800 | $386.0K | 0.02% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 819 | $387.0K | 0.83% | +819 | New |
| Tandem Investment Advisors, Inc. | 803 | $388.0K | 0.02% | −134−14.3% | Reduced |
| Keel Point, LLC | 812 | $391.0K | 0.06% | −14−1.7% | Reduced |
| Good Life Advisors, LLC | 815 | $393.0K | 0.05% | +157+23.9% | Added |
| Salomon & Ludwin, LLC | 814 | $393.0K | 0.06% | +354+77.0% | Added |
| Eagle Bay Advisors LLC | 818 | $394.8K | 0.24% | +206+33.7% | Added |
| Brandywine Oak Private Wealth LLC | 819 | $395.0K | 0.05% | 00.0% | Unchanged |
| Spinnaker Trust | 827 | $399.0K | 0.03% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 829 | $400.0K | 0.12% | 00.0% | Unchanged |
| Glenview Trust Co | 828 | $400.0K | 0.01% | +50+6.4% | Added |
| Brown Advisory Securities, LLC | 832 | $401.0K | 0.38% | −68−7.6% | Reduced |
| Stevens Capital Management LP | 835 | $403.0K | 0.28% | +835 | New |
| PFS Investments Inc. | 838 | $404.0K | 0.01% | +220+35.6% | Added |
| YorkBridge Wealth Partners, LLC | 842 | $406.0K | 0.11% | +842 | New |
| Valmark Advisers, Inc. | 844 | $407.0K | 0.01% | −69−7.6% | Reduced |
| Whalerock Point Partners, LLC | 845 | $408.0K | 0.17% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 848 | $409.0K | 0.01% | −3,887−82.1% | Reduced |
| Banque Pictet & Cie SA | 852 | $411.0K | 0.00% | −4,063−82.7% | Reduced |
| Valley National Advisers Inc | 859 | $411.0K | 0.09% | −10−1.2% | Reduced |
| Circle Wealth Management, LLC | 855 | $413.0K | 0.07% | −420−32.9% | Reduced |
| Edgestream Partners, L.P. | 856 | $413.0K | 0.03% | +361+72.9% | Added |
| Poplar Forest Capital LLC | 860 | $415.0K | 0.05% | −13−1.5% | Reduced |
| DT Investment Partners, LLC | 862 | $416.0K | 0.06% | 00.0% | Unchanged |
| Advisor Resource Council | 862 | $416.0K | 0.04% | +862 | New |
| Wealthcare Advisory Partners LLC | 869 | $419.0K | 0.03% | −146−14.4% | Reduced |
| Strategic Blueprint, LLC | 868 | $419.0K | 0.05% | +4+0.5% | Added |
| Childress Capital Advisors, LLC | 871 | $420.0K | 0.17% | +20+2.4% | Added |
| Harbor Group, Inc. | 872 | $421.0K | 0.31% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 875 | $422.0K | 0.00% | +875 | New |
| Belpointe Asset Management LLC | 879 | $424.0K | 0.03% | −369−29.6% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 880 | $425.0K | 0.03% | +6+0.7% | Added |
| We Are One Seven, LLC | 885 | $427.0K | 0.06% | +436+97.1% | Added |
| Arlington Partners LLC | 887 | $428.0K | 0.14% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 888 | $429.0K | 0.23% | 00.0% | Unchanged |
| Horan Securities, Inc. | 901 | $434.0K | 0.26% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 898 | $435.0K | 0.11% | +194+27.6% | Added |
| Holderness Investments Co | 903 | $436.0K | 0.18% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 910 | $439.0K | 0.00% | +64+7.6% | Added |
| Cantor Fitzgerald, L. P. | 910 | $440.0K | 0.01% | +910 | New |
| Regent Peak Wealth Advisors LLC | 915 | $441.0K | 0.14% | +28+3.2% | Added |
| Column Capital Advisors, LLC | 916 | $442.0K | 0.08% | +1+0.1% | Added |
| Concord Wealth Partners | 916 | $442.0K | 0.12% | +76+9.0% | Added |
| PBMares Wealth Management LLC | 926 | $447.0K | 0.19% | −6−0.6% | Reduced |
| Lingohr & Partner Asset Management GmbH | 939 | $448.0K | 1.19% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 938 | $453.0K | 0.15% | −107−10.2% | Reduced |
| OneAscent Wealth Management LLC | 938 | $453.0K | 0.23% | −64−6.4% | Reduced |
| GraniteShares Advisors LLC | 944 | $455.0K | 0.33% | −137−12.7% | Reduced |
| Spectrum Management Group, LLC | 942 | $455.0K | 0.11% | 00.0% | Unchanged |
| Financial Advisory Group | 947 | $457.0K | 0.10% | −5−0.5% | Reduced |
| Oak Thistle LLC | 949 | $458.0K | 0.88% | +949 | New |
| Evergreen Capital Management LLC | 951 | $459.0K | 0.02% | +150+18.7% | Added |
| Evercore Wealth Management, LLC | 962 | $464.0K | 0.01% | 00.0% | Unchanged |
| Country Club Bank | 956 | $464.0K | 0.04% | +20+2.1% | Added |
| Bartlett & Co. LLC | 962 | $464.0K | 0.01% | +11+1.2% | Added |
| Bartlett & Co. Wealth Management LLC | 962 | $464.2K | 0.01% | +11+1.2% | Added |
| Gladstone Institutional Advisory LLC | 966 | $466.0K | 0.04% | −149−13.4% | Reduced |
| Mission Wealth Management, LP | 966 | $466.0K | 0.02% | −142−12.8% | Reduced |
| Pettinga Financial Advisors, LLC | 968 | $467.0K | 0.14% | +7+0.7% | Added |
| Convergence Investment Partners, LLC | 971 | $469.0K | 0.28% | +88+10.0% | Added |
| First Financial Bank - Trust Division | 976 | $471.0K | 0.06% | −10−1.0% | Reduced |
| Charter Trust Co | 976 | $471.0K | 0.04% | +1+0.1% | Added |
| Cross Staff Investments Inc | 976 | $471.0K | 0.52% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 973 | $472.0K | 0.01% | +973 | New |
| Waldron Private Wealth LLC | 982 | $473.0K | 0.03% | +11+1.1% | Added |
| Ascent Wealth Partners, LLC | 989 | $477.0K | 0.11% | −29−2.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 988 | $477.0K | 0.25% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 993 | $479.0K | 0.05% | +75+8.2% | Added |
| Pure Financial Advisors, Inc. | 999 | $482.0K | 0.03% | +9+0.9% | Added |
| Congress Wealth Management LLC | 1,005 | $485.0K | 0.01% | −27−2.6% | Reduced |
| LWM Advisory Services, LLC | 1,009 | $487.0K | 0.58% | +83+9.0% | Added |
| Hengehold Capital Management LLC | 1,013 | $489.0K | 0.07% | +1+0.1% | Added |
| United Community Bank | 1,015 | $489.8K | 0.53% | +5+0.5% | Added |
| Fulton Bank, N.A. | 1,015 | $490.0K | 0.03% | +14+1.4% | Added |
| PDS Planning, Inc | 1,016 | $490.0K | 0.09% | +166+19.5% | Added |
| Stratos Wealth Advisors, LLC | 1,021 | $493.0K | 0.04% | +48+4.9% | Added |
| Capital Financial Planning, LLC | 1,036 | $500.0K | 0.20% | +5+0.5% | Added |
| Weinberger Asset Management, Inc | 1,038 | $501.1K | 0.33% | +1,038 | New |
| JGP Global Gestao de Recursos Ltda. | 1,040 | $502.0K | 0.38% | −7−0.7% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,040 | $502.0K | 0.38% | 00.0% | Unchanged |
| American Trust | 1,048 | $505.0K | 0.04% | +60+6.1% | Added |
| Patton Albertson Miller Group, LLC | 1,048 | $506.0K | 0.10% | −95−8.3% | Reduced |
| OneAscent Financial Services LLC | 1,048 | $506.0K | 0.23% | +275+35.6% | Added |
| Venture Visionary Partners LLC | 1,048 | $506.2K | 0.04% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 1,050 | $507.0K | 0.33% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,055 | $509.0K | 0.02% | −18−1.7% | Reduced |
| Solidarilty Wealth, LLC | 1,071 | $511.0K | 0.28% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,062 | $512.0K | 0.04% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 1,062 | $512.0K | 0.08% | +22+2.1% | Added |
| 55I, LLC | 1,064 | $513.0K | 0.01% | +1,064 | New |
| Boothbay Fund Management, LLC | 1,067 | $515.0K | 0.02% | +1,067 | New |
| Ronald Blue Trust, Inc. | 1,051 | $516.0K | 0.01% | +1,051 | New |