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 |
|---|---|---|---|---|---|
| Mitchell McLeod Pugh & Williams Inc | 3,705 | $1.79M | 0.69% | +160+4.5% | Added |
| Heartland Advisors Inc | 3,730 | $1.80M | 0.13% | +19+0.5% | Added |
| CAPROCK Group, Inc. | 3,735 | $1.80M | 0.18% | +233+6.7% | Added |
| Prelude Capital Management, LLC | 3,735 | $1.80M | 0.09% | +3,735 | New |
| Balasa Dinverno & Foltz LLC | 3,746 | $1.81M | 0.11% | −40−1.1% | Reduced |
| Hancock Whitney Corp | 3,758 | $1.81M | 0.07% | −95−2.5% | Reduced |
| Violich Capital Management, Inc. | 3,770 | $1.82M | 0.32% | 00.0% | Unchanged |
| Haverford Trust Co | 3,776 | $1.82M | 0.02% | +150+4.1% | Added |
| Michael B. Yongue | 3,790 | $1.83M | 1.61% | −85−2.2% | Reduced |
| First Business Financial Services, Inc. | 3,839 | $1.85M | 0.25% | −204−5.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,842 | $1.85M | 1.35% | −997−20.6% | Reduced |
| Sterling Investment Management, Inc. | 3,862 | $1.86M | 1.55% | +513+15.3% | Added |
| Heritage Wealth Advisors | 3,872 | $1.87M | 0.13% | +351+10.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,882 | $1.87M | 0.25% | +3,882 | New |
| FRG Family Wealth Advisors LLC | 3,892 | $1.88M | 0.43% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,899 | $1.88M | 0.19% | +37+1.0% | Added |
| Liberty One Investment Management, LLC | 4,934 | $1.88M | 0.32% | −179−3.5% | Reduced |
| Smith, Moore & Co. | 3,910 | $1.89M | 0.29% | 00.0% | Unchanged |
| Hofer & Associates. Inc | 3,918 | $1.89M | 1.97% | 00.0% | Unchanged |
| Barden Capital Management, Inc. | 3,929 | $1.90M | 2.06% | −390−9.0% | Reduced |
| Qtron Investments LLC | 3,934 | $1.90M | 0.42% | −117−2.9% | Reduced |
| MAI Capital Management | 3,933 | $1.90M | 0.04% | −51−1.3% | Reduced |
| Zeke Capital Advisors, LLC | 3,948 | $1.91M | 0.13% | −1,403−26.2% | Reduced |
| M Holdings Securities, Inc. | 3,949 | $1.91M | 0.19% | −22−0.6% | Reduced |
| Integrated Advisors Network LLC | 3,984 | $1.92M | 0.13% | −2,149−35.0% | Reduced |
| Profund Advisors LLC | 3,987 | $1.92M | 0.12% | −509−11.3% | Reduced |
| Zurich Insurance Group Ltd | 4,000 | $1.93M | 0.03% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 4,004 | $1.93M | 0.31% | +172+4.5% | Added |
| Park Avenue Securities LLC | 4,018 | $1.94M | 0.04% | −792−16.5% | Reduced |
| Natixis Investment Managers International | 4,013 | $1.95M | 0.04% | +766+23.6% | Added |
| Trustmark National Bank Trust Department | 4,055 | $1.96M | 0.18% | +213+5.5% | Added |
| Peachtree Investment Partners, LLC | 4,059 | $1.96M | 1.22% | +1,661+69.3% | Added |
| Johnson Investment Counsel Inc | 4,065 | $1.96M | 0.03% | +660+19.4% | Added |
| Vista Investment Management | 4,090 | $1.97M | 1.19% | −111−2.6% | Reduced |
| Chesley Taft & Associates LLC | 4,115 | $1.99M | 0.14% | −351−7.9% | Reduced |
| Corient Capital Partners, LLC | 4,126 | $1.99M | 0.15% | +702+20.5% | Added |
| Truvestments Capital LLC | 4,131 | $1.99M | 1.17% | −282−6.4% | Reduced |
| Lederer & Associates Investment Counsel | 4,161 | $2.01M | 1.55% | −1,230−22.8% | Reduced |
| Ritholtz Wealth Management | 4,175 | $2.02M | 0.13% | +835+25.0% | Added |
| Tufton Capital Management | 4,190 | $2.02M | 0.38% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,191 | $2.02M | 0.07% | +4,191 | New |
| Orion Portfolio Solutions, LLC | 4,248 | $2.05M | 0.08% | −117−2.7% | Reduced |
| Keudell/Morrison Wealth Management | 4,267 | $2.06M | 0.75% | +78+1.9% | Added |
| FDx Advisors, Inc. | 4,277 | $2.06M | 0.08% | +4,277 | New |
| Jag Capital Management, LLC | 4,290 | $2.07M | 0.26% | −32,653−88.4% | Reduced |
| Stratos Wealth Partners, LTD. | 4,300 | $2.08M | 0.05% | +266+6.6% | Added |
| Arabesque Asset Management Ltd | 4,332 | $2.09M | 1.10% | +685+18.8% | Added |
| Pensionfund Sabic | 4,350 | $2.10M | 0.67% | −1,000−18.7% | Reduced |
| Blair William & Co | 4,398 | $2.12M | 0.01% | −218−4.7% | Reduced |
| Csenge Advisory Group | 4,402 | $2.12M | 0.18% | +534+13.8% | Added |
| Raymond James Trust N.A. | 4,420 | $2.13M | 0.08% | −468−9.6% | Reduced |
| Jennison Associates LLC | 4,420 | $2.13M | 0.00% | +4,420 | New |
| Valeo Financial Advisors, LLC | 4,484 | $2.16M | 0.14% | −122−2.6% | Reduced |
| Intrust Bank NA | 4,505 | $2.17M | 0.31% | +190+4.4% | Added |
| New England Research & Management, Inc. | 4,515 | $2.18M | 1.27% | +1,275+39.4% | Added |
| Segantii Capital Management Ltd | 4,515 | $2.18M | 0.06% | +4,515 | New |
| Bragg Financial Advisors, Inc | 4,530 | $2.19M | 0.15% | 00.0% | Unchanged |
| AMG National Trust Bank | 4,531 | $2.19M | 0.08% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 4,594 | $2.22M | 0.15% | −275−5.6% | Reduced |
| AlphaCrest Capital Management LLC | 4,627 | $2.23M | 0.11% | +3,917+551.7% | Added |
| KCS Wealth Advisory | 4,680 | $2.26M | 1.00% | +112+2.5% | Added |
| Pettyjohn, Wood & White, Inc | 4,699 | $2.27M | 0.54% | −92−1.9% | Reduced |
| CWM, LLC | 4,703 | $2.27M | 0.02% | +111+2.4% | Added |
| Benchmark Investment Advisors LLC | 4,713 | $2.27M | 2.37% | −225−4.6% | Reduced |
| Madison Wealth Management | 4,727 | $2.28M | 0.55% | 00.0% | Unchanged |
| Savant Capital, LLC | 4,726 | $2.28M | 0.07% | +44+0.9% | Added |
| Atlas Capital Advisors LLC | 4,732 | $2.28M | 0.39% | −20−0.4% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,758 | $2.30M | 0.14% | +4,758 | New |
| Vestmark Advisory Solutions, Inc. | 4,761 | $2.30M | 0.13% | −51−1.1% | Reduced |
| TrinityPoint Wealth, LLC | 4,770 | $2.30M | 0.51% | −25−0.5% | Reduced |
| Ieq Capital, LLC | 4,815 | $2.32M | 0.07% | +1,065+28.4% | Added |
| Brighton Jones LLC | 4,830 | $2.33M | 0.13% | −26−0.5% | Reduced |
| Advisory Services Network, LLC | 4,840 | $2.34M | 0.08% | +30+0.6% | Added |
| Cozad Asset Management Inc | 4,886 | $2.36M | 0.37% | +392+8.7% | Added |
| Avitas Wealth Management LLC | 4,904 | $2.37M | 0.52% | +4,904 | New |
| Diversified Trust Co | 4,924 | $2.38M | 0.10% | −22−0.4% | Reduced |
| G&S Capital LLC | 4,923 | $2.38M | 1.40% | +4,923 | New |
| Empirical Finance, LLC | 4,996 | $2.41M | 0.31% | −1,040−17.2% | Reduced |
| PCJ Investment Counsel Ltd. | 5,000 | $2.41M | 1.19% | +5,000 | New |
| United Capital Financial Advisers, LLC | 5,116 | $2.47M | 0.01% | −3,506−40.7% | Reduced |
| Chemistry Wealth Management LLC | 5,120 | $2.47M | 0.95% | +270+5.6% | Added |
| Next Level Private LLC | 5,120 | $2.47M | 0.95% | +5,120 | New |
| Greenfield Savings Bank | 5,122 | $2.47M | 1.66% | +5,122 | New |
| D.A. Davidson & Co. | 5,168 | $2.49M | 0.03% | −1,039−16.7% | Reduced |
| Delta Capital Management LLC | 5,170 | $2.50M | 1.88% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 5,220 | $2.51M | 0.03% | −2,095−28.6% | Reduced |
| Voya Financial Advisors, Inc. | 5,208 | $2.53M | 0.31% | +352+7.2% | Added |
| Harbert Fund Advisors, Inc. | 5,250 | $2.53M | 1.91% | +5,250 | New |
| Malaga Cove Capital, LLC | 5,279 | $2.54M | 1.41% | −6−0.1% | Reduced |
| Van Leeuwen & Company, LLC | 5,269 | $2.54M | 2.13% | +45+0.9% | Added |
| Eagle Rock Investment Company, LLC | 5,288 | $2.55M | 0.62% | +1,124+27.0% | Added |
| Strategy Asset Managers LLC | 5,290 | $2.55M | 0.79% | +176+3.4% | Added |
| Stonebridge Capital Advisors LLC | 5,297 | $2.56M | 0.31% | −88−1.6% | Reduced |
| Aquatic Capital Management LLC | 5,300 | $2.56M | 0.83% | +5,300 | New |
| Strategic Financial Services, Inc, | 5,331 | $2.57M | 0.22% | −500−8.6% | Reduced |
| ARGI Investment Services, LLC | 5,351 | $2.58M | 0.09% | +321+6.4% | Added |
| Jackson Hole Capital Partners, LLC | 5,352 | $2.58M | 0.81% | −87−1.6% | Reduced |
| Avantax Advisory Services, Inc. | 5,358 | $2.59M | 0.04% | +591+12.4% | Added |
| Dynamic Technology Lab Private Ltd | 5,388 | $2.60M | 0.29% | +5,388 | New |
| Warther Private Wealth, LLC | 5,385 | $2.62M | 1.92% | +3,865+254.3% | Added |