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 | 1,703 | $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 |
|---|---|---|---|---|---|
| FDx Advisors, Inc. | 4,277 | $2.06M | 0.08% | +4,277 | New |
| Keudell/Morrison Wealth Management | 4,267 | $2.06M | 0.75% | +78+1.9% | Added |
| Orion Portfolio Solutions, LLC | 4,248 | $2.05M | 0.08% | −117−2.7% | Reduced |
| Tufton Capital Management | 4,190 | $2.02M | 0.38% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,191 | $2.02M | 0.07% | +4,191 | New |
| Ritholtz Wealth Management | 4,175 | $2.02M | 0.13% | +835+25.0% | Added |
| Lederer & Associates Investment Counsel | 4,161 | $2.01M | 1.55% | −1,230−22.8% | Reduced |
| Truvestments Capital LLC | 4,131 | $1.99M | 1.17% | −282−6.4% | Reduced |
| Corient Capital Partners, LLC | 4,126 | $1.99M | 0.15% | +702+20.5% | Added |
| Chesley Taft & Associates LLC | 4,115 | $1.99M | 0.14% | −351−7.9% | Reduced |
| Vista Investment Management | 4,090 | $1.97M | 1.19% | −111−2.6% | Reduced |
| Johnson Investment Counsel Inc | 4,065 | $1.96M | 0.03% | +660+19.4% | Added |
| Peachtree Investment Partners, LLC | 4,059 | $1.96M | 1.22% | +1,661+69.3% | Added |
| Trustmark National Bank Trust Department | 4,055 | $1.96M | 0.18% | +213+5.5% | Added |
| Natixis Investment Managers International | 4,013 | $1.95M | 0.04% | +766+23.6% | Added |
| Park Avenue Securities LLC | 4,018 | $1.94M | 0.04% | −792−16.5% | Reduced |
| Metis Global Partners, LLC | 4,004 | $1.93M | 0.31% | +172+4.5% | Added |
| Zurich Insurance Group Ltd | 4,000 | $1.93M | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,987 | $1.92M | 0.12% | −509−11.3% | Reduced |
| Integrated Advisors Network LLC | 3,984 | $1.92M | 0.13% | −2,149−35.0% | Reduced |
| M Holdings Securities, Inc. | 3,949 | $1.91M | 0.19% | −22−0.6% | Reduced |
| Zeke Capital Advisors, LLC | 3,948 | $1.91M | 0.13% | −1,403−26.2% | Reduced |
| 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 |
| Hofer & Associates. Inc | 3,918 | $1.89M | 1.97% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,910 | $1.89M | 0.29% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 4,934 | $1.88M | 0.32% | −179−3.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,899 | $1.88M | 0.19% | +37+1.0% | Added |
| FRG Family Wealth Advisors LLC | 3,892 | $1.88M | 0.43% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 3,882 | $1.87M | 0.25% | +3,882 | New |
| Heritage Wealth Advisors | 3,872 | $1.87M | 0.13% | +351+10.0% | Added |
| Sterling Investment Management, Inc. | 3,862 | $1.86M | 1.55% | +513+15.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,842 | $1.85M | 1.35% | −997−20.6% | Reduced |
| First Business Financial Services, Inc. | 3,839 | $1.85M | 0.25% | −204−5.0% | Reduced |
| Michael B. Yongue | 3,790 | $1.83M | 1.61% | −85−2.2% | Reduced |
| Haverford Trust Co | 3,776 | $1.82M | 0.02% | +150+4.1% | Added |
| Violich Capital Management, Inc. | 3,770 | $1.82M | 0.32% | 00.0% | Unchanged |
| Hancock Whitney Corp | 3,758 | $1.81M | 0.07% | −95−2.5% | Reduced |
| Balasa Dinverno & Foltz LLC | 3,746 | $1.81M | 0.11% | −40−1.1% | Reduced |
| 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 |
| Heartland Advisors Inc | 3,730 | $1.80M | 0.13% | +19+0.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,705 | $1.79M | 0.69% | +160+4.5% | Added |
| Sequoia Financial Advisors, LLC | 3,702 | $1.79M | 0.05% | +282+8.2% | Added |
| Trustcore Financial Services, LLC | 3,659 | $1.77M | 0.16% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 3,654 | $1.76M | 0.92% | −262−6.7% | Reduced |
| Matisse Capital | 3,622 | $1.75M | 1.66% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,614 | $1.74M | 0.08% | −604−14.3% | Reduced |
| Harfst & Associates, Inc. | 3,612 | $1.74M | 0.49% | −311−7.9% | Reduced |
| Cohen Klingenstein LLC | 3,600 | $1.74M | 0.09% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,583 | $1.73M | 0.07% | +567+18.8% | Added |
| Dorsey Wright & Associates | 3,571 | $1.72M | 0.50% | +3,571 | New |
| HighPoint Advisor Group LLC | 3,558 | $1.72M | 0.19% | +3,558 | New |
| Massmutual Trust Co FSB | 3,531 | $1.70M | 0.07% | −194−5.2% | Reduced |
| Meitav Dash Investments Ltd | 3,520 | $1.70M | 0.03% | −245−6.5% | Reduced |
| RMB Capital Management, LLC | 3,510 | $1.69M | 0.06% | +120+3.5% | Added |
| Pitcairn Co | 3,493 | $1.69M | 0.18% | −86−2.4% | Reduced |
| Sumitomo Life Insurance Co | 3,460 | $1.67M | 0.05% | +76+2.2% | Added |
| Community Capital Management, Inc. | 3,450 | $1.67M | 2.02% | – | – |
| Archford Capital Strategies, LLC | 3,444 | $1.66M | 0.42% | +70+2.1% | Added |
| Comerica Securities,inc. | 3,420 | $1.65M | 0.12% | +5+0.1% | Added |
| World Equity Group, Inc. | 3,395 | $1.64M | 0.41% | −485−12.5% | Reduced |
| Acropolis Investment Management, LLC | 3,391 | $1.64M | 0.16% | +195+6.1% | Added |
| Kornitzer Capital Management Inc | 3,375 | $1.63M | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,345 | $1.61M | 0.03% | +4+0.1% | Added |
| Trail Ridge Investment Advisors, LLC | 3,336 | $1.61M | 1.09% | 00.0% | Unchanged |
| Searle & Co. | 3,290 | $1.59M | 0.63% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 4,875 | $1.57M | 0.03% | +2,313+90.3% | Added |
| Anchor Investment Management, LLC | 3,263 | $1.57M | 0.23% | +61+1.9% | Added |
| Bank of the West | 3,259 | $1.57M | 0.20% | −62−1.9% | Reduced |
| Leavell Investment Management, Inc. | 3,241 | $1.56M | 0.12% | +30+0.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,229 | $1.56M | 0.09% | +355+12.4% | Added |
| Leonteq Securities AG | 3,199 | $1.54M | 0.07% | +869+37.3% | Added |
| Ninety One SA (PTY) Ltd | 3,158 | $1.53M | 0.54% | +2,367+299.2% | Added |
| Signaturefd, LLC | 3,159 | $1.52M | 0.05% | −68−2.1% | Reduced |
| Genesee Capital Advisors, LLC | 3,157 | $1.52M | 1.06% | +3,157 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,136 | $1.51M | 0.08% | +3,136 | New |
| Sawtooth Solutions, LLC | 3,119 | $1.51M | 0.20% | +966+44.9% | Added |
| Cigna Investments Inc | 3,121 | $1.50M | 0.30% | −1,188−27.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,096 | $1.49M | 0.19% | −380−10.9% | Reduced |
| Institute for Wealth Management, LLC. | 3,091 | $1.49M | 0.30% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 3,090 | $1.49M | 0.02% | +3,090 | New |
| Miracle Mile Advisors, LLC | 3,087 | $1.49M | 0.07% | −93−2.9% | Reduced |
| Wealth Architects, LLC | 3,072 | $1.48M | 0.29% | −5−0.2% | Reduced |
| Kinneret Advisory, LLC | 3,070 | $1.48M | 0.19% | +65+2.2% | Added |
| Western Wealth Management, LLC | 3,025 | $1.46M | 0.08% | −142−4.5% | Reduced |
| Unigestion Holding SA | 3,027 | $1.46M | 0.08% | +627+26.1% | Added |
| Connectus Wealth, LLC | 3,011 | $1.46M | 0.03% | +633+26.6% | Added |
| Kingsview Wealth Management, LLC | 3,018 | $1.46M | 0.07% | +1,606+113.7% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 3,121 | $1.46M | 0.31% | −17,926−85.2% | Reduced |
| Ameritas Investment Partners, Inc. | 3,017 | $1.46M | 0.06% | −79−2.6% | Reduced |
| Global Trust Asset Management, LLC | 3,014 | $1.45M | 0.72% | +707+30.6% | Added |
| Tokio Marine Asset Management Co Ltd | 3,006 | $1.45M | 0.13% | +488+19.4% | Added |
| PKO Investment Management Joint-Stock Co | 3,000 | $1.45M | 0.21% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 2,992 | $1.44M | 1.46% | −90−2.9% | Reduced |
| Copperleaf Capital, LLC | 2,993 | $1.44M | 1.46% | +53+1.8% | Added |
| Engineers Gate Manager LP | 2,958 | $1.43M | 0.05% | +2,511+561.7% | Added |
| Parallel Advisors, LLC | 2,933 | $1.42M | 0.07% | −53−1.8% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,927 | $1.41M | 0.26% | −15−0.5% | Reduced |