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 |
|---|---|---|---|---|---|
| Scotia Capital Inc. | 7,068 | $3.41M | 0.03% | −8,047−53.2% | Reduced |
| Cetera Investment Advisers | 7,066 | $3.41M | 0.05% | +277+4.1% | Added |
| Fort Washington Investment Advisors Inc | 7,029 | $3.39M | 0.03% | 00.0% | Unchanged |
| Greenleaf Trust | 6,994 | $3.38M | 0.05% | −641−8.4% | Reduced |
| Edmp, Inc. | 6,976 | $3.37M | 3.29% | −14−0.2% | Reduced |
| Bull Street Advisors, LLC | 6,880 | $3.32M | 1.78% | −169−2.4% | Reduced |
| Red Cedar Capital, LLC | 6,880 | $3.32M | 2.25% | 00.0% | Unchanged |
| Oak Associates, Ltd | 6,877 | $3.32M | 0.26% | 00.0% | Unchanged |
| Winton Group Ltd | 6,866 | $3.31M | 0.18% | +1,917+38.7% | Added |
| TKG Advisors, LLC | 6,827 | $3.29M | 2.83% | +6,827 | New |
| Toroso Investments, LLC | 6,810 | $3.29M | 0.12% | +1,212+21.7% | Added |
| Essex Financial Services, Inc. | 6,788 | $3.28M | 0.36% | +727+12.0% | Added |
| Transform Wealth, LLC | 6,776 | $3.27M | 0.49% | −1,891−21.8% | Reduced |
| Foundations Investment Advisors, LLC | 6,749 | $3.27M | 0.14% | −369−5.2% | Reduced |
| RDA Financial Network | 6,768 | $3.27M | 1.65% | −140−2.0% | Reduced |
| Wright Investors Service Inc | 6,750 | $3.26M | 0.93% | −349−4.9% | Reduced |
| Verdence Capital Advisors LLC | 6,622 | $3.19M | 0.41% | −349−5.0% | Reduced |
| ProVise Management Group, LLC | 6,616 | $3.19M | 0.34% | −853−11.4% | Reduced |
| Kestra Private Wealth Services, LLC | 6,560 | $3.17M | 0.18% | −515−7.3% | Reduced |
| Cornerstone Wealth Group, LLC | 6,527 | $3.15M | 0.66% | +185+2.9% | Added |
| Argent Trust Co | 6,486 | $3.13M | 0.21% | −245−3.6% | Reduced |
| First Hawaiian Bank | 6,425 | $3.10M | 0.11% | +79+1.2% | Added |
| CX Institutional | 6,403 | $3.09M | 0.23% | +753+13.3% | Added |
| Seeyond | 6,363 | $3.09M | 0.35% | +103+1.6% | Added |
| Verition Fund Management LLC | 6,378 | $3.08M | 0.07% | +690+12.1% | Added |
| Veriti Management LLC | 6,360 | $3.07M | 0.43% | +319+5.3% | Added |
| Alamar Capital Management, LLC | 6,344 | $3.06M | 3.45% | −1,197−15.9% | Reduced |
| Van Eck Associates Corp | 6,335 | $3.06M | 0.01% | +71+1.1% | Added |
| Kempen Capital Management N.V. | 6,147 | $2.97M | 0.11% | +238+4.0% | Added |
| Lester Murray Antman dba SimplyRich | 6,028 | $2.91M | 1.21% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 5,959 | $2.88M | 0.30% | −2,277−27.6% | Reduced |
| Occudo Quantitative Strategies LP | 5,950 | $2.87M | 0.24% | +5,950 | New |
| Bangor Savings Bank | 5,878 | $2.84M | 0.31% | +5,878 | New |
| Redpoint Investment Management Pty Ltd | 5,875 | $2.83M | 0.34% | 00.0% | Unchanged |
| Channing Global Advisors, LLC | 5,873 | $2.83M | 3.05% | +174+3.1% | Added |
| Oliver Luxxe Assets LLC | 5,858 | $2.83M | 0.84% | −78−1.3% | Reduced |
| Rafferty Asset Management, LLC | 5,849 | $2.82M | 0.03% | −1,570−21.2% | Reduced |
| Family Legacy, Inc. | 5,903 | $2.82M | 1.34% | −33−0.6% | Reduced |
| WCG Wealth Advisors LLC | 5,706 | $2.75M | 0.38% | +5,706 | New |
| Meeder Asset Management Inc | 5,676 | $2.74M | 0.16% | −7,408−56.6% | Reduced |
| Ontario Teachers Pension Plan Board | 5,566 | $2.69M | 0.04% | +1,668+42.8% | Added |
| Sectoral Asset Management Inc | 5,500 | $2.65M | 0.53% | −1,400−20.3% | Reduced |
| Teamwork Financial Advisors, LLC | 5,433 | $2.62M | 0.57% | +5,433 | New |
| Cinctive Capital Management LP | 5,431 | $2.62M | 0.12% | −35,948−86.9% | Reduced |
| Warther Private Wealth, LLC | 5,385 | $2.62M | 1.92% | +3,865+254.3% | Added |
| Dynamic Technology Lab Private Ltd | 5,388 | $2.60M | 0.29% | +5,388 | New |
| Avantax Advisory Services, Inc. | 5,358 | $2.59M | 0.04% | +591+12.4% | Added |
| Jackson Hole Capital Partners, LLC | 5,352 | $2.58M | 0.81% | −87−1.6% | Reduced |
| ARGI Investment Services, LLC | 5,351 | $2.58M | 0.09% | +321+6.4% | Added |
| Strategic Financial Services, Inc, | 5,331 | $2.57M | 0.22% | −500−8.6% | Reduced |
| Aquatic Capital Management LLC | 5,300 | $2.56M | 0.83% | +5,300 | New |
| Stonebridge Capital Advisors LLC | 5,297 | $2.56M | 0.31% | −88−1.6% | Reduced |
| Strategy Asset Managers LLC | 5,290 | $2.55M | 0.79% | +176+3.4% | Added |
| Eagle Rock Investment Company, LLC | 5,288 | $2.55M | 0.62% | +1,124+27.0% | Added |
| Van Leeuwen & Company, LLC | 5,269 | $2.54M | 2.13% | +45+0.9% | Added |
| Malaga Cove Capital, LLC | 5,279 | $2.54M | 1.41% | −6−0.1% | Reduced |
| Harbert Fund Advisors, Inc. | 5,250 | $2.53M | 1.91% | +5,250 | New |
| Voya Financial Advisors, Inc. | 5,208 | $2.53M | 0.31% | +352+7.2% | Added |
| Cresset Asset Management, LLC | 5,220 | $2.51M | 0.03% | −2,095−28.6% | Reduced |
| Delta Capital Management LLC | 5,170 | $2.50M | 1.88% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 5,168 | $2.49M | 0.03% | −1,039−16.7% | Reduced |
| Greenfield Savings Bank | 5,122 | $2.47M | 1.66% | +5,122 | New |
| 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 |
| United Capital Financial Advisers, LLC | 5,116 | $2.47M | 0.01% | −3,506−40.7% | Reduced |
| PCJ Investment Counsel Ltd. | 5,000 | $2.41M | 1.19% | +5,000 | New |
| Empirical Finance, LLC | 4,996 | $2.41M | 0.31% | −1,040−17.2% | Reduced |
| 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 |
| Avitas Wealth Management LLC | 4,904 | $2.37M | 0.52% | +4,904 | New |
| Cozad Asset Management Inc | 4,886 | $2.36M | 0.37% | +392+8.7% | Added |
| Advisory Services Network, LLC | 4,840 | $2.34M | 0.08% | +30+0.6% | Added |
| Brighton Jones LLC | 4,830 | $2.33M | 0.13% | −26−0.5% | Reduced |
| Ieq Capital, LLC | 4,815 | $2.32M | 0.07% | +1,065+28.4% | Added |
| TrinityPoint Wealth, LLC | 4,770 | $2.30M | 0.51% | −25−0.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,761 | $2.30M | 0.13% | −51−1.1% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,758 | $2.30M | 0.14% | +4,758 | New |
| Atlas Capital Advisors LLC | 4,732 | $2.28M | 0.39% | −20−0.4% | 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 |
| Benchmark Investment Advisors LLC | 4,713 | $2.27M | 2.37% | −225−4.6% | Reduced |
| CWM, LLC | 4,703 | $2.27M | 0.02% | +111+2.4% | Added |
| Pettyjohn, Wood & White, Inc | 4,699 | $2.27M | 0.54% | −92−1.9% | Reduced |
| KCS Wealth Advisory | 4,680 | $2.26M | 1.00% | +112+2.5% | Added |
| AlphaCrest Capital Management LLC | 4,627 | $2.23M | 0.11% | +3,917+551.7% | Added |
| Symmetry Partners, LLC | 4,594 | $2.22M | 0.15% | −275−5.6% | Reduced |
| 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 |
| 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 |
| Intrust Bank NA | 4,505 | $2.17M | 0.31% | +190+4.4% | Added |
| Valeo Financial Advisors, LLC | 4,484 | $2.16M | 0.14% | −122−2.6% | Reduced |
| 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 |
| Csenge Advisory Group | 4,402 | $2.12M | 0.18% | +534+13.8% | Added |
| Blair William & Co | 4,398 | $2.12M | 0.01% | −218−4.7% | Reduced |
| Pensionfund Sabic | 4,350 | $2.10M | 0.67% | −1,000−18.7% | Reduced |
| Arabesque Asset Management Ltd | 4,332 | $2.09M | 1.10% | +685+18.8% | Added |
| Stratos Wealth Partners, LTD. | 4,300 | $2.08M | 0.05% | +266+6.6% | Added |
| Jag Capital Management, LLC | 4,290 | $2.07M | 0.26% | −32,653−88.4% | Reduced |