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 |
|---|---|---|---|---|---|
| 44 Wealth Management LLC | 2,920 | $1.41M | 0.54% | −423−12.7% | Reduced |
| Central Trust Co | 2,892 | $1.40M | 0.05% | −35−1.2% | Reduced |
| Cetera Advisors LLC | 2,867 | $1.38M | 0.03% | +114+4.1% | Added |
| Empowered Funds, LLC | 2,848 | $1.37M | 0.18% | −3,891−57.7% | Reduced |
| Global Retirement Partners, LLC | 2,836 | $1.37M | 0.11% | +59+2.1% | Added |
| Lido Advisors, LLC | 2,832 | $1.37M | 0.03% | +68+2.5% | Added |
| Insight Inv LLC | 2,825 | $1.36M | 1.38% | −35−1.2% | Reduced |
| DB Fitzpatrick & Co, Inc | 2,815 | $1.36M | 1.50% | +29+1.0% | Added |
| Pinnacle Financial Partners Inc | 2,810 | $1.36M | 0.05% | +61+2.2% | Added |
| Simplify Asset Management Inc. | 2,805 | $1.35M | 0.17% | +561+25.0% | Added |
| Clarius Group, LLC | 2,746 | $1.32M | 0.13% | +159+6.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,711 | $1.32M | 0.05% | −145−5.1% | Reduced |
| Forum Financial Management, LP | 2,722 | $1.31M | 0.07% | −104−3.7% | Reduced |
| Garrison Point Advisors, LLC | 2,700 | $1.30M | 1.08% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,727 | $1.30M | 0.13% | +139+5.4% | Added |
| Desjardins Global Asset Management Inc. | 2,681 | $1.29M | 0.17% | +155+6.1% | Added |
| Brinker Capital Investments, LLC | 2,630 | $1.27M | 0.02% | −99−3.6% | Reduced |
| NVWM, LLC | 2,630 | $1.27M | 0.49% | +1,531+139.3% | Added |
| Insight Wealth Strategies, LLC | 2,624 | $1.27M | 0.24% | −192−6.8% | Reduced |
| Cypress Capital Management LLC | 2,614 | $1.26M | 0.19% | −25−0.9% | Reduced |
| Lincoln National Corp | 2,599 | $1.25M | 0.03% | −38−1.4% | Reduced |
| Financial Counselors Inc | 2,590 | $1.25M | 0.03% | +714+38.1% | Added |
| Conning Inc. | 2,586 | $1.25M | 0.04% | −12−0.5% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 2,573 | $1.24M | 0.06% | +2,573 | New |
| Wedbush Securities Inc | 2,562 | $1.24M | 0.07% | +14+0.5% | Added |
| Centiva Capital, LP | 2,545 | $1.23M | 0.07% | +2,273+835.7% | Added |
| Trust Asset Management LLC | 2,539 | $1.23M | 0.17% | +84+3.4% | Added |
| Gofen & Glossberg LLC | 2,526 | $1.22M | 0.03% | +180+7.7% | Added |
| Regent Investment Management LLC | 2,515 | $1.21M | 0.34% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 2,510 | $1.21M | 0.15% | −20−0.8% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 2,490 | $1.20M | 0.11% | −330−11.7% | Reduced |
| Advisors Asset Management, Inc. | 2,479 | $1.20M | 0.02% | +2,479 | New |
| 9258 Wealth Management, LLC | 2,455 | $1.19M | 0.30% | +206+9.2% | Added |
| Donaldson Capital Management, LLC | 2,450 | $1.18M | 0.06% | −4−0.2% | Reduced |
| Diametric Capital, LP | 2,446 | $1.18M | 0.87% | +2,446 | New |
| Fund Management at Engine No. 1 LLC | 2,435 | $1.18M | 0.31% | +380+18.5% | Added |
| Foster & Motley Inc | 2,431 | $1.17M | 0.10% | −56−2.3% | Reduced |
| Bremer Bank National Association | 2,427 | $1.17M | 0.22% | −10.0% | Reduced |
| CTC Capital Management, LLC | 2,400 | $1.16M | 1.26% | +2,400 | New |
| Exchange Traded Concepts, LLC | 2,392 | $1.15M | 0.03% | −185−7.2% | Reduced |
| Jane Street Group, LLC | 2,386 | $1.15M | 0.00% | −32,010−93.1% | Reduced |
| PDT Partners, LLC | 2,374 | $1.15M | 0.10% | +2,374 | New |
| 1st Source Bank | 2,373 | $1.15M | 0.08% | +11+0.5% | Added |
| OPSEU Pension Plan Trust Fund | 2,368 | $1.14M | 0.29% | −1,469−38.3% | Reduced |
| Buckley Wealth Management, LLC | 2,343 | $1.13M | 0.36% | +269+13.0% | Added |
| Hollencrest Capital Management | 2,323 | $1.12M | 0.13% | −198−7.9% | Reduced |
| Clearstead Advisors, LLC | 2,319 | $1.12M | 0.09% | +90+4.0% | Added |
| Stableford Capital II LLC | 2,339 | $1.11M | 0.51% | −152−6.1% | Reduced |
| Private Advisory Group LLC | 2,274 | $1.10M | 0.25% | +2,274 | New |
| Lombard Odier Asset Management (Switzerland) SA | 2,271 | $1.10M | 0.09% | +2,271 | New |
| Brookstone Capital Management | 2,259 | $1.09M | 0.02% | −933−29.2% | Reduced |
| Souders Financial Advisors | 2,254 | $1.09M | 0.31% | +3+0.1% | Added |
| Pinnacle Associates Ltd | 2,252 | $1.09M | 0.02% | +88+4.1% | 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 |
| Asset Dedication, LLC | 2,197 | $1.06M | 0.16% | +170+8.4% | Added |
| SeaCrest Wealth Management, LLC | 2,188 | $1.06M | 0.13% | +53+2.5% | Added |
| Sigma Planning Corp | 2,183 | $1.05M | 0.04% | +63+3.0% | Added |
| EP Wealth Advisors, LLC | 2,181 | $1.05M | 0.02% | +588+36.9% | Added |
| Meiji Yasuda Life Insurance Co | 2,171 | $1.05M | 0.02% | +1,228+130.2% | Added |
| Atlantic Union Bankshares Corp | 2,153 | $1.04M | 0.11% | −55−2.5% | Reduced |
| Bard Financial Services, Inc. | 2,150 | $1.04M | 0.09% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 2,145 | $1.03M | 0.31% | −2,482−53.6% | Reduced |
| Willner & Heller, LLC | 2,123 | $1.02M | 1.59% | +47+2.3% | Added |
| USA Financial Portformulas Corp | 2,120 | $1.02M | 1.28% | +1,933+1,033.7% | Added |
| 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 |
| Busey Wealth Management | 2,110 | $1.02M | 0.05% | −143−6.3% | Reduced |
| Frisch Financial Group, Inc. | 2,105 | $1.02M | 0.39% | −10.0% | Reduced |
| Texas Yale Capital Corp. | 2,097 | $1.01M | 0.07% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 2,090 | $1.01M | 0.10% | +2,090 | New |
| Twin Capital Management Inc | 2,077 | $1.00M | 0.13% | −15−0.7% | Reduced |
| Verus Financial Partners, Inc. | 2,162 | $999.0K | 0.14% | −46−2.1% | Reduced |
| Quadrant Capital Group LLC | 2,068 | $998.0K | 0.13% | +45+2.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,062 | $995.0K | 0.15% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 2,055 | $991.0K | 1.12% | +5+0.2% | Added |
| Chicago Capital, LLC | 2,036 | $983.0K | 0.05% | 00.0% | Unchanged |
| Bessemer Securities LLC | 2,035 | $982.0K | 0.34% | 00.0% | Unchanged |
| Fort, L.P. | 2,018 | $974.0K | 0.66% | −1,447−41.8% | Reduced |
| Moloney Securities Asset Management, LLC | 2,016 | $973.0K | 0.23% | −27−1.3% | Reduced |
| Taylor Hoffman Wealth Management | 1,997 | $971.0K | 0.48% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 2,000 | $965.0K | 0.16% | 00.0% | Unchanged |
| Strategic Advisors LLC | 1,972 | $951.0K | 0.20% | +14+0.7% | Added |
| Beacon Financial Group | 2,021 | $946.0K | 0.14% | −89−4.2% | Reduced |
| Pacific Global Investment Management CO | 1,955 | $943.0K | 0.22% | +4+0.2% | Added |
| Covington Capital Management | 1,948 | $940.0K | 0.04% | +6+0.3% | Added |
| King Wealth | 1,943 | $938.0K | 0.22% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 1,938 | $935.0K | 0.07% | +718+58.9% | Added |
| First Pacific Advisors, LP | 1,915 | $924.0K | 0.01% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,900 | $923.0K | 0.20% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 1,904 | $919.0K | 0.43% | −2,737−59.0% | Reduced |
| Roundview Capital LLC | 1,893 | $913.0K | 0.11% | +35+1.9% | Added |
| Intersect Capital LLC | 1,889 | $912.0K | 0.28% | +323+20.6% | Added |
| Garde Capital, Inc. | 1,850 | $893.0K | 0.11% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 1,844 | $889.9K | 0.03% | −16,376−89.9% | Reduced |
| Baader Bank INC | 1,840 | $888.0K | 0.09% | −21,710−92.2% | Reduced |
| Fiduciary Trust Co | 1,832 | $885.0K | 0.02% | −45−2.4% | Reduced |
| Prudent Man Advisors, LLC | 1,826 | $881.0K | 0.41% | +440+31.7% | Added |
| Signature Estate & Investment Advisors LLC | 1,802 | $870.0K | 0.04% | −11−0.6% | Reduced |
| Terry L. Blaker | 1,800 | $869.0K | 0.09% | +64+3.7% | Added |