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 |
|---|---|---|---|---|---|
| Bradley Foster & Sargent Inc | 1,534 | $740.0K | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 1,547 | $747.0K | 0.03% | −8−0.5% | Reduced |
| Rehmann Capital Advisory Group | 1,553 | $749.5K | 0.08% | −163−9.5% | Reduced |
| Windsor Group LTD | 1,556 | $754.0K | 0.19% | −84−5.1% | Reduced |
| AIA Group Ltd | 1,562 | $754.0K | 0.04% | +130+9.1% | Added |
| MQS Management LLC | 1,578 | $762.0K | 0.52% | +1,578 | New |
| Waterfront Wealth Inc. | 1,586 | $765.0K | 0.31% | +592+59.6% | Added |
| Hillsdale Investment Management Inc. | 1,588 | $766.0K | 0.06% | +128+8.8% | Added |
| First National Bank of Hutchinson | 1,589 | $767.0K | 0.57% | +107+7.2% | Added |
| Pacer Advisors, Inc. | 1,598 | $771.0K | 0.01% | −19,278−92.3% | Reduced |
| Systematic Alpha Investments, LLC | 1,597 | $771.0K | 0.04% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 1,600 | $772.0K | 0.31% | +1,075+204.8% | Added |
| Intact Investment Management Inc. | 1,600 | $772.0K | 0.02% | +1,600 | New |
| Caas Capital Management LP | 1,600 | $772.0K | 0.10% | +1,600 | New |
| Ballentine Partners, LLC | 1,606 | $774.0K | 0.03% | +10+0.6% | Added |
| Personal Capital Advisors Corp | 1,605 | $775.0K | 0.00% | +12+0.8% | Added |
| Proequities, Inc. | 1,606 | $775.0K | 0.07% | +133+9.0% | Added |
| Professional Financial Advisors, LLC | 1,609 | $776.0K | 0.43% | +1,609 | New |
| Mutual Advisors, LLC | 1,610 | $777.0K | 0.05% | +64+4.1% | Added |
| WESPAC Advisors SoCal, LLC | 1,611 | $778.0K | 0.30% | −134−7.7% | Reduced |
| Community Bank, N.A. | 1,620 | $782.0K | 0.11% | −200−11.0% | Reduced |
| Harbor Investment Advisory, LLC | 1,622 | $783.0K | 0.13% | −2−0.1% | Reduced |
| Salem Investment Counselors Inc | 1,625 | $784.0K | 0.04% | +131+8.8% | Added |
| Personal Cfo Solutions, LLC | 1,634 | $788.0K | 0.18% | +138+9.2% | Added |
| Sentry Investment Management LLC | 1,639 | $791.0K | 0.36% | −319−16.3% | Reduced |
| Aurora Investment Counsel | 1,644 | $793.0K | 0.57% | −1,255−43.3% | Reduced |
| Stony Point Wealth Management Inc. | 1,650 | $796.0K | 0.52% | −51−3.0% | Reduced |
| Thomasville National Bank | 1,660 | $801.0K | 0.09% | −7−0.4% | Reduced |
| Capula Management Ltd | 1,685 | $813.0K | 0.11% | +1,685 | New |
| Ameritas Advisory Services, LLC | 1,687 | $814.0K | 0.05% | −1,448−46.2% | Reduced |
| Wesbanco Bank Inc | 1,691 | $816.0K | 0.04% | −25−1.5% | Reduced |
| Perigon Wealth Management, LLC | 1,706 | $823.0K | 0.07% | +99+6.2% | Added |
| McLean Asset Management Corp | 1,702 | $824.0K | 0.33% | +3+0.2% | Added |
| Colonial River Wealth Management, LLC | 1,716 | $828.0K | 0.54% | −96−5.3% | Reduced |
| Intellectus Partners, LLC | 1,718 | $829.0K | 0.28% | −314−15.5% | Reduced |
| Corbett Road Capital Management, LLC | 1,732 | $835.0K | 1.43% | +876+102.3% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 1,734 | $837.0K | 0.20% | +1,291+291.4% | Added |
| Indie Asset Partners, LLC | 1,741 | $840.0K | 0.74% | −12−0.7% | Reduced |
| Defined Wealth Management, LLC | 1,745 | $842.0K | 0.86% | 00.0% | Unchanged |
| Morris Capital Advisors, LLC | 1,747 | $843.0K | 0.75% | −46−2.6% | Reduced |
| Bayesian Capital Management, LP | 1,762 | $850.0K | 0.16% | +1,762 | New |
| Monarch Capital Management Inc | 1,771 | $855.0K | 0.25% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 1,777 | $857.0K | 0.30% | −120−6.3% | Reduced |
| Indiana Trust & Investment Management CO | 1,789 | $863.0K | 0.48% | −26−1.4% | Reduced |
| Terry L. Blaker | 1,800 | $869.0K | 0.09% | +64+3.7% | Added |
| Signature Estate & Investment Advisors LLC | 1,802 | $870.0K | 0.04% | −11−0.6% | Reduced |
| Prudent Man Advisors, LLC | 1,826 | $881.0K | 0.41% | +440+31.7% | Added |
| Fiduciary Trust Co | 1,832 | $885.0K | 0.02% | −45−2.4% | Reduced |
| Baader Bank INC | 1,840 | $888.0K | 0.09% | −21,710−92.2% | Reduced |
| Northwest & Ethical Investments L.P. | 1,844 | $889.9K | 0.03% | −16,376−89.9% | Reduced |
| Garde Capital, Inc. | 1,850 | $893.0K | 0.11% | 00.0% | Unchanged |
| Intersect Capital LLC | 1,889 | $912.0K | 0.28% | +323+20.6% | Added |
| Roundview Capital LLC | 1,893 | $913.0K | 0.11% | +35+1.9% | Added |
| Jackson Wealth Management, LLC | 1,904 | $919.0K | 0.43% | −2,737−59.0% | Reduced |
| Sanders Morris Harris LLC | 1,900 | $923.0K | 0.20% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 1,915 | $924.0K | 0.01% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 1,938 | $935.0K | 0.07% | +718+58.9% | Added |
| King Wealth | 1,943 | $938.0K | 0.22% | 00.0% | Unchanged |
| Covington Capital Management | 1,948 | $940.0K | 0.04% | +6+0.3% | Added |
| Pacific Global Investment Management CO | 1,955 | $943.0K | 0.22% | +4+0.2% | Added |
| Beacon Financial Group | 2,021 | $946.0K | 0.14% | −89−4.2% | Reduced |
| Strategic Advisors LLC | 1,972 | $951.0K | 0.20% | +14+0.7% | Added |
| NJ State Employees Deferred Compensation Plan | 2,000 | $965.0K | 0.16% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 1,997 | $971.0K | 0.48% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 2,016 | $973.0K | 0.23% | −27−1.3% | Reduced |
| Fort, L.P. | 2,018 | $974.0K | 0.66% | −1,447−41.8% | Reduced |
| Bessemer Securities LLC | 2,035 | $982.0K | 0.34% | 00.0% | Unchanged |
| Chicago Capital, LLC | 2,036 | $983.0K | 0.05% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 2,055 | $991.0K | 1.12% | +5+0.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,062 | $995.0K | 0.15% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,068 | $998.0K | 0.13% | +45+2.2% | Added |
| Verus Financial Partners, Inc. | 2,162 | $999.0K | 0.14% | −46−2.1% | Reduced |
| Twin Capital Management Inc | 2,077 | $1.00M | 0.13% | −15−0.7% | Reduced |
| Mirabella Financial Services LLP | 2,090 | $1.01M | 0.10% | +2,090 | New |
| Texas Yale Capital Corp. | 2,097 | $1.01M | 0.07% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 2,105 | $1.02M | 0.39% | −10.0% | Reduced |
| Busey Wealth Management | 2,110 | $1.02M | 0.05% | −143−6.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,114 | $1.02M | 0.01% | −1,300−38.1% | Reduced |
| Semmax Financial Advisors Inc. | 2,118 | $1.02M | 0.42% | −232−9.9% | Reduced |
| USA Financial Portformulas Corp | 2,120 | $1.02M | 1.28% | +1,933+1,033.7% | Added |
| Willner & Heller, LLC | 2,123 | $1.02M | 1.59% | +47+2.3% | Added |
| Hohimer Wealth Management, LLC | 2,145 | $1.03M | 0.31% | −2,482−53.6% | Reduced |
| Bard Financial Services, Inc. | 2,150 | $1.04M | 0.09% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 2,153 | $1.04M | 0.11% | −55−2.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 2,171 | $1.05M | 0.02% | +1,228+130.2% | Added |
| EP Wealth Advisors, LLC | 2,181 | $1.05M | 0.02% | +588+36.9% | Added |
| Sigma Planning Corp | 2,183 | $1.05M | 0.04% | +63+3.0% | Added |
| SeaCrest Wealth Management, LLC | 2,188 | $1.06M | 0.13% | +53+2.5% | Added |
| Asset Dedication, LLC | 2,197 | $1.06M | 0.16% | +170+8.4% | Added |
| Algert Global LLC | 2,241 | $1.08M | 0.08% | −128−5.4% | Reduced |
| Arden Trust Co | 2,241 | $1.08M | 0.25% | −70−3.0% | Reduced |
| Pinnacle Associates Ltd | 2,252 | $1.09M | 0.02% | +88+4.1% | Added |
| Souders Financial Advisors | 2,254 | $1.09M | 0.31% | +3+0.1% | Added |
| Brookstone Capital Management | 2,259 | $1.09M | 0.02% | −933−29.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 2,271 | $1.10M | 0.09% | +2,271 | New |
| Private Advisory Group LLC | 2,274 | $1.10M | 0.25% | +2,274 | New |
| Stableford Capital II LLC | 2,339 | $1.11M | 0.51% | −152−6.1% | Reduced |
| Clearstead Advisors, LLC | 2,319 | $1.12M | 0.09% | +90+4.0% | Added |
| Hollencrest Capital Management | 2,323 | $1.12M | 0.13% | −198−7.9% | Reduced |
| Buckley Wealth Management, LLC | 2,343 | $1.13M | 0.36% | +269+13.0% | Added |