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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 1,071 | $517.0K | 0.04% | +89+9.1% | Added |
| Campion Asset Management LLC | 1,085 | $524.0K | 0.52% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 1,090 | $526.0K | 0.22% | −6−0.5% | Reduced |
| Wedmont Private Capital | 1,090 | $526.0K | 0.11% | +143+15.1% | Added |
| Beaumont Financial Partners, LLC | 1,101 | $531.0K | 0.05% | −6−0.5% | Reduced |
| Dodge & Cox | 1,100 | $531.0K | 0.00% | 00.0% | Unchanged |
| Citizens Business Bank | 1,108 | $535.0K | 0.08% | 00.0% | Unchanged |
| Telemus Capital, LLC | 1,114 | $538.0K | 0.05% | −345−23.6% | Reduced |
| Doyle Wealth Management | 1,121 | $541.0K | 0.04% | −1−0.1% | Reduced |
| Penserra Capital Management LLC | 1,129 | $544.0K | 0.01% | −76−6.3% | Reduced |
| Stanley-Laman Group, Ltd. | 1,132 | $546.0K | 0.10% | −229−16.8% | Reduced |
| Level Four Advisory Services, LLC | 1,149 | $554.0K | 0.05% | +2+0.2% | Added |
| Everett Harris & Co | 1,147 | $554.0K | 0.01% | +27+2.4% | Added |
| Park National Corp | 1,150 | $555.0K | 0.03% | −3−0.3% | Reduced |
| Cardiff Park Advisors, LLC | 1,160 | $560.0K | 0.08% | −8−0.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,165 | $562.0K | 0.12% | −19−1.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,170 | $565.0K | 0.15% | −133−10.2% | Reduced |
| First Western Trust Bank | 1,163 | $565.0K | 0.04% | −28−2.4% | Reduced |
| HFG Advisors, Inc. | 1,173 | $566.0K | 0.76% | +1+0.1% | Added |
| Alpha Omega Wealth Management LLC | 1,175 | $567.0K | 0.10% | −106−8.3% | Reduced |
| Schechter Investment Advisors, LLC | 1,176 | $567.0K | 0.06% | +103+9.6% | Added |
| Eqis Capital Management, Inc. | 1,181 | $569.7K | 0.06% | +18+1.5% | Added |
| Farmers Trust Co | 1,188 | $573.0K | 0.14% | −11−0.9% | Reduced |
| First National Bank of South Miami | 1,192 | $575.0K | 0.39% | −19−1.6% | Reduced |
| Everhart Financial Group, Inc. | 1,191 | $575.0K | 0.35% | +118+11.0% | Added |
| Middleton & Co Inc | 1,200 | $579.0K | 0.07% | −134−10.0% | Reduced |
| Compagnie Lombard Odier SCmA | 1,200 | $579.0K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,203 | $581.0K | 0.11% | +474+65.0% | Added |
| Sterling Manor Financial, LLC | 1,204 | $581.0K | 0.71% | +1,204 | New |
| Gryphon Financial Partners LLC | 1,205 | $582.0K | 0.14% | −393−24.6% | Reduced |
| JB Capital LLC | 1,206 | $582.0K | 0.06% | +504+71.8% | Added |
| Ellevest, Inc. | 1,215 | $586.0K | 0.06% | +149+14.0% | Added |
| Stiles Financial Services Inc | 1,219 | $588.0K | 0.35% | −12−1.0% | Reduced |
| Quent Capital, LLC | 1,227 | $592.0K | 0.13% | +12+1.0% | Added |
| Bedel Financial Consulting, Inc. | 1,227 | $592.0K | 0.17% | +118+10.6% | Added |
| Accredited Investors Inc. | 1,232 | $595.0K | 0.07% | −26−2.1% | Reduced |
| CFO4Life Group, LLC | 1,240 | $596.0K | 0.15% | +1,240 | New |
| First Light Asset Management, LLC | 1,244 | $600.0K | 0.07% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,246 | $601.0K | 0.03% | −110−8.1% | Reduced |
| Moreno Evelyn V | 1,249 | $603.0K | 0.14% | +1,249 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,280 | $618.0K | 0.10% | +258+25.2% | Added |
| Sutton Wealth Advisors Inc. | 1,282 | $618.7K | 0.25% | +3+0.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,287 | $621.0K | 0.11% | −36−2.7% | Reduced |
| AXS Investments LLC | 1,294 | $624.0K | 0.22% | −291−18.4% | Reduced |
| Signet Financial Management, LLC | 1,304 | $629.0K | 0.12% | −24−1.8% | Reduced |
| Cable Hill Partners, LLC | 1,303 | $629.0K | 0.16% | +115+9.7% | Added |
| Wealth Management Associates, Inc. | 1,305 | $629.8K | 0.43% | +45+3.6% | Added |
| IFP Advisors, Inc | 2,724 | $637.0K | 0.02% | −991−26.7% | Reduced |
| Synergy Financial Management, LLC | 1,327 | $641.0K | 0.17% | +1,327 | New |
| Merit Financial Group, LLC | 1,331 | $642.0K | 0.02% | +813+156.9% | Added |
| Transcend Wealth Collective, LLC | 1,332 | $643.0K | 0.07% | −3−0.2% | Reduced |
| RFG Advisory, LLC | 1,373 | $653.0K | 0.04% | +292+27.0% | Added |
| Summit X, LLC | 1,359 | $655.0K | 0.19% | −105−7.2% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,358 | $655.0K | 0.38% | +582+75.0% | Added |
| Laurel Wealth Advisors, Inc. | 1,359 | $656.0K | 0.07% | −412−23.3% | Reduced |
| Baldwin Investment Management, LLC | 1,361 | $657.0K | 0.22% | −50−3.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,361 | $657.0K | 0.02% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,365 | $659.0K | 0.37% | −104−7.1% | Reduced |
| Capital Investment Advisory Services, LLC | 1,376 | $664.0K | 0.08% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,385 | $668.0K | 0.15% | −35−2.5% | Reduced |
| CenterBook Partners LP | 1,384 | $668.0K | 0.14% | +261+23.2% | Added |
| Basepoint Wealth LLC | 1,386 | $668.8K | 0.70% | −444−24.3% | Reduced |
| DGS Capital Management, LLC | 1,387 | $669.0K | 0.54% | +119+9.4% | Added |
| Keystone Financial Group | 1,400 | $675.0K | 0.13% | +429+44.2% | Added |
| Compton Wealth Advisory Group, LLC | 1,401 | $676.0K | 0.29% | −376−21.2% | Reduced |
| Wealth Advisory Solutions, LLC | 1,402 | $677.0K | 0.17% | +221+18.7% | Added |
| Private Trust Co NA | 1,406 | $678.0K | 0.11% | +1,406 | New |
| Shufro Rose & Co LLC | 1,412 | $681.0K | 0.06% | −16−1.1% | Reduced |
| Money Concepts Capital Corp | 1,409 | $685.0K | 0.06% | −981−41.0% | Reduced |
| Bridges Investment Management Inc | 1,425 | $688.0K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,425 | $688.0K | 0.13% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 1,428 | $689.0K | 0.13% | −51−3.4% | Reduced |
| Great Diamond Partners, LLC | 1,428 | $689.0K | 0.23% | +266+22.9% | Added |
| Western Financial Corporation | 1,429 | $690.0K | 0.49% | +1,429 | New |
| Dynamic Advisor Solutions LLC | 1,431 | $691.0K | 0.05% | −102−6.7% | Reduced |
| American Portfolios Advisors | 1,433 | $691.7K | 0.03% | −92−6.0% | Reduced |
| Lifeworks Advisors, LLC | 1,433 | $692.0K | 0.44% | +9+0.6% | Added |
| Plancorp, LLC | 1,436 | $693.0K | 0.04% | 00.0% | Unchanged |
| Tobam | 1,437 | $693.0K | 0.04% | +258+21.9% | Added |
| Virtus ETF Advisers LLC | 1,442 | $696.0K | 0.26% | +1,442 | New |
| Integrated Wealth Concepts LLC | 1,454 | $702.0K | 0.02% | −621−29.9% | Reduced |
| City Holding Co | 1,455 | $702.0K | 0.13% | 00.0% | Unchanged |
| Ossiam | 1,464 | $706.0K | 0.02% | −11,426−88.6% | Reduced |
| Apollon Wealth Management, LLC | 1,463 | $706.0K | 0.06% | +426+41.1% | Added |
| Teza Capital Management LLC | 1,465 | $707.0K | 0.27% | +1,465 | New |
| Fukoku Mutual Life Insurance Co | 1,467 | $708.0K | 0.06% | +54+3.8% | Added |
| River & Mercantile Investments Ltd | 1,469 | $709.0K | 0.21% | −838−36.3% | Reduced |
| Aaron Wealth Advisors | 1,475 | $711.0K | 0.18% | −666,092−99.8% | Reduced |
| National Asset Management, Inc. | 1,476 | $712.0K | 0.03% | −1,033−41.2% | Reduced |
| Prestige Wealth Management Group LLC | 1,475 | $712.0K | 0.19% | +429+41.0% | Added |
| Oxbow Advisors, LLC | 1,486 | $717.0K | 0.10% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 1,495 | $722.0K | 0.24% | −10−0.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,501 | $724.0K | 0.15% | −40−2.6% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 1,500 | $724.0K | 0.32% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 1,503 | $725.0K | 0.01% | +200+15.3% | Added |
| Versor Investments LP | 1,503 | $725.0K | 0.03% | +600+66.4% | Added |
| Quantinno Capital Management LP | 1,512 | $730.0K | 0.11% | +899+146.7% | Added |
| Wealth Alliance | 1,515 | $731.0K | 0.14% | −80−5.0% | Reduced |
| Burns Matteson Capital Management, LLC | 1,529 | $737.9K | 0.52% | +1,529 | New |
| Citizens Financial Group Inc | 1,529 | $738.0K | 0.03% | −68−4.3% | Reduced |