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
- 1,443
- +43 vs. Q1 2022
- Shares held
- 213.7M
- −247.2K (−0.1%) vs. Q1 2022
- Total value
- $103.2B
- −$1.46B (−1.4%) vs. Q1 2022
- New holders
- 136
- 526 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 | 1,702 | $107.2B |
| Q2 2024 | 1,712 | $112.7B |
| Q1 2024 | 1,672 | $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 | 1,550 | $108.8B |
| Q3 2022 | 1,448 | $97.0B |
| Q2 2022 | 1,443 | $103.2B |
| Q1 2022 | 1,423 | $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 |
|---|---|---|---|---|---|
| AXS Investments LLC | 1,294 | $624.0K | 0.22% | −291−18.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,287 | $621.0K | 0.11% | −36−2.7% | Reduced |
| Sutton Wealth Advisors Inc. | 1,282 | $618.7K | 0.25% | +3+0.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,280 | $618.0K | 0.10% | +258+25.2% | Added |
| Moreno Evelyn V | 1,249 | $603.0K | 0.14% | +1,249 | New |
| Resources Investment Advisors, LLC. | 1,246 | $601.0K | 0.03% | −110−8.1% | Reduced |
| First Light Asset Management, LLC | 1,244 | $600.0K | 0.07% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 1,240 | $596.0K | 0.15% | +1,240 | New |
| Accredited Investors Inc. | 1,232 | $595.0K | 0.07% | −26−2.1% | 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 |
| Stiles Financial Services Inc | 1,219 | $588.0K | 0.35% | −12−1.0% | Reduced |
| Ellevest, Inc. | 1,215 | $586.0K | 0.06% | +149+14.0% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| Farmers Trust Co | 1,188 | $573.0K | 0.14% | −11−0.9% | Reduced |
| Eqis Capital Management, Inc. | 1,181 | $569.7K | 0.06% | +18+1.5% | 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 |
| HFG Advisors, Inc. | 1,173 | $566.0K | 0.76% | +1+0.1% | Added |
| 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 |
| Sound View Wealth Advisors Group, LLC | 1,165 | $562.0K | 0.12% | −19−1.6% | Reduced |
| Cardiff Park Advisors, LLC | 1,160 | $560.0K | 0.08% | −8−0.7% | Reduced |
| Park National Corp | 1,150 | $555.0K | 0.03% | −3−0.3% | 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 |
| Stanley-Laman Group, Ltd. | 1,132 | $546.0K | 0.10% | −229−16.8% | Reduced |
| Penserra Capital Management LLC | 1,129 | $544.0K | 0.01% | −76−6.3% | Reduced |
| Doyle Wealth Management | 1,121 | $541.0K | 0.04% | −1−0.1% | Reduced |
| Telemus Capital, LLC | 1,114 | $538.0K | 0.05% | −345−23.6% | Reduced |
| Citizens Business Bank | 1,108 | $535.0K | 0.08% | 00.0% | Unchanged |
| 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 |
| 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 |
| Campion Asset Management LLC | 1,085 | $524.0K | 0.52% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 1,071 | $517.0K | 0.04% | +89+9.1% | Added |
| Ronald Blue Trust, Inc. | 1,051 | $516.0K | 0.01% | +1,051 | New |
| Boothbay Fund Management, LLC | 1,067 | $515.0K | 0.02% | +1,067 | New |
| 55I, LLC | 1,064 | $513.0K | 0.01% | +1,064 | New |
| 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 |
| Solidarilty Wealth, LLC | 1,071 | $511.0K | 0.28% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,055 | $509.0K | 0.02% | −18−1.7% | Reduced |
| Beirne Wealth Consulting Services, LLC | 1,050 | $507.0K | 0.33% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 1,048 | $506.2K | 0.04% | 00.0% | Unchanged |
| 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 |
| American Trust | 1,048 | $505.0K | 0.04% | +60+6.1% | Added |
| 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 |
| Weinberger Asset Management, Inc | 1,038 | $501.1K | 0.33% | +1,038 | New |
| Capital Financial Planning, LLC | 1,036 | $500.0K | 0.20% | +5+0.5% | Added |
| Stratos Wealth Advisors, LLC | 1,021 | $493.0K | 0.04% | +48+4.9% | 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 |
| United Community Bank | 1,015 | $489.8K | 0.53% | +5+0.5% | Added |
| Hengehold Capital Management LLC | 1,013 | $489.0K | 0.07% | +1+0.1% | Added |
| LWM Advisory Services, LLC | 1,009 | $487.0K | 0.58% | +83+9.0% | Added |
| Congress Wealth Management LLC | 1,005 | $485.0K | 0.01% | −27−2.6% | Reduced |
| Pure Financial Advisors, Inc. | 999 | $482.0K | 0.03% | +9+0.9% | Added |
| NorthRock Partners, LLC | 993 | $479.0K | 0.05% | +75+8.2% | 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 |
| Waldron Private Wealth LLC | 982 | $473.0K | 0.03% | +11+1.1% | Added |
| Wolverine Trading, LLC | 973 | $472.0K | 0.01% | +973 | New |
| 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 |
| Convergence Investment Partners, LLC | 971 | $469.0K | 0.28% | +88+10.0% | Added |
| Pettinga Financial Advisors, LLC | 968 | $467.0K | 0.14% | +7+0.7% | 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 |
| Bartlett & Co. Wealth Management LLC | 962 | $464.2K | 0.01% | +11+1.2% | 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 |
| Evergreen Capital Management LLC | 951 | $459.0K | 0.02% | +150+18.7% | Added |
| Oak Thistle LLC | 949 | $458.0K | 0.88% | +949 | New |
| Financial Advisory Group | 947 | $457.0K | 0.10% | −5−0.5% | 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 |
| 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 |
| Lingohr & Partner Asset Management GmbH | 939 | $448.0K | 1.19% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 926 | $447.0K | 0.19% | −6−0.6% | Reduced |
| 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 |
| Regent Peak Wealth Advisors LLC | 915 | $441.0K | 0.14% | +28+3.2% | Added |
| Cantor Fitzgerald, L. P. | 910 | $440.0K | 0.01% | +910 | New |
| Brown Brothers Harriman & Co | 910 | $439.0K | 0.00% | +64+7.6% | Added |
| Holderness Investments Co | 903 | $436.0K | 0.18% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 898 | $435.0K | 0.11% | +194+27.6% | Added |