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 |
|---|---|---|---|---|---|
| Indiana Trust & Investment Management CO | 1,789 | $863.0K | 0.48% | −26−1.4% | Reduced |
| J. W. Coons Advisors, LLC | 1,777 | $857.0K | 0.30% | −120−6.3% | Reduced |
| Monarch Capital Management Inc | 1,771 | $855.0K | 0.25% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 1,762 | $850.0K | 0.16% | +1,762 | New |
| Morris Capital Advisors, LLC | 1,747 | $843.0K | 0.75% | −46−2.6% | Reduced |
| Defined Wealth Management, LLC | 1,745 | $842.0K | 0.86% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 1,741 | $840.0K | 0.74% | −12−0.7% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 1,734 | $837.0K | 0.20% | +1,291+291.4% | Added |
| Corbett Road Capital Management, LLC | 1,732 | $835.0K | 1.43% | +876+102.3% | Added |
| Intellectus Partners, LLC | 1,718 | $829.0K | 0.28% | −314−15.5% | Reduced |
| Colonial River Wealth Management, LLC | 1,716 | $828.0K | 0.54% | −96−5.3% | Reduced |
| McLean Asset Management Corp | 1,702 | $824.0K | 0.33% | +3+0.2% | Added |
| Perigon Wealth Management, LLC | 1,706 | $823.0K | 0.07% | +99+6.2% | Added |
| Wesbanco Bank Inc | 1,691 | $816.0K | 0.04% | −25−1.5% | Reduced |
| Ameritas Advisory Services, LLC | 1,687 | $814.0K | 0.05% | −1,448−46.2% | Reduced |
| Capula Management Ltd | 1,685 | $813.0K | 0.11% | +1,685 | New |
| Thomasville National Bank | 1,660 | $801.0K | 0.09% | −7−0.4% | Reduced |
| Stony Point Wealth Management Inc. | 1,650 | $796.0K | 0.52% | −51−3.0% | Reduced |
| Aurora Investment Counsel | 1,644 | $793.0K | 0.57% | −1,255−43.3% | Reduced |
| Sentry Investment Management LLC | 1,639 | $791.0K | 0.36% | −319−16.3% | Reduced |
| Personal Cfo Solutions, LLC | 1,634 | $788.0K | 0.18% | +138+9.2% | Added |
| Salem Investment Counselors Inc | 1,625 | $784.0K | 0.04% | +131+8.8% | Added |
| Harbor Investment Advisory, LLC | 1,622 | $783.0K | 0.13% | −2−0.1% | Reduced |
| Community Bank, N.A. | 1,620 | $782.0K | 0.11% | −200−11.0% | Reduced |
| WESPAC Advisors SoCal, LLC | 1,611 | $778.0K | 0.30% | −134−7.7% | Reduced |
| Mutual Advisors, LLC | 1,610 | $777.0K | 0.05% | +64+4.1% | Added |
| Professional Financial Advisors, LLC | 1,609 | $776.0K | 0.43% | +1,609 | New |
| Personal Capital Advisors Corp | 1,605 | $775.0K | 0.00% | +12+0.8% | Added |
| Proequities, Inc. | 1,606 | $775.0K | 0.07% | +133+9.0% | Added |
| Ballentine Partners, LLC | 1,606 | $774.0K | 0.03% | +10+0.6% | Added |
| Uncommon Cents Investing LLC | 1,600 | $772.0K | 0.31% | +1,075+204.8% | Added |
| Intact Investment Management Inc. | 1,600 | $772.0K | 0.02% | +1,600 | New |
| Caas Capital Management LP | 1,600 | $772.0K | 0.10% | +1,600 | New |
| Pacer Advisors, Inc. | 1,598 | $771.0K | 0.01% | −19,278−92.3% | Reduced |
| Systematic Alpha Investments, LLC | 1,597 | $771.0K | 0.04% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 1,589 | $767.0K | 0.57% | +107+7.2% | Added |
| Hillsdale Investment Management Inc. | 1,588 | $766.0K | 0.06% | +128+8.8% | Added |
| Waterfront Wealth Inc. | 1,586 | $765.0K | 0.31% | +592+59.6% | Added |
| MQS Management LLC | 1,578 | $762.0K | 0.52% | +1,578 | New |
| Windsor Group LTD | 1,556 | $754.0K | 0.19% | −84−5.1% | Reduced |
| AIA Group Ltd | 1,562 | $754.0K | 0.04% | +130+9.1% | Added |
| Rehmann Capital Advisory Group | 1,553 | $749.5K | 0.08% | −163−9.5% | Reduced |
| Shelton Capital Management | 1,547 | $747.0K | 0.03% | −8−0.5% | Reduced |
| Bradley Foster & Sargent Inc | 1,534 | $740.0K | 0.02% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 1,529 | $738.0K | 0.03% | −68−4.3% | Reduced |
| Burns Matteson Capital Management, LLC | 1,529 | $737.9K | 0.52% | +1,529 | New |
| Wealth Alliance | 1,515 | $731.0K | 0.14% | −80−5.0% | Reduced |
| Quantinno Capital Management LP | 1,512 | $730.0K | 0.11% | +899+146.7% | Added |
| Buckingham Strategic Wealth, LLC | 1,503 | $725.0K | 0.01% | +200+15.3% | Added |
| Versor Investments LP | 1,503 | $725.0K | 0.03% | +600+66.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,501 | $724.0K | 0.15% | −40−2.6% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 1,500 | $724.0K | 0.32% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 1,495 | $722.0K | 0.24% | −10−0.7% | Reduced |
| Oxbow Advisors, LLC | 1,486 | $717.0K | 0.10% | 00.0% | Unchanged |
| National Asset Management, Inc. | 1,476 | $712.0K | 0.03% | −1,033−41.2% | Reduced |
| Prestige Wealth Management Group LLC | 1,475 | $712.0K | 0.19% | +429+41.0% | Added |
| Aaron Wealth Advisors | 1,475 | $711.0K | 0.18% | −666,092−99.8% | Reduced |
| River & Mercantile Investments Ltd | 1,469 | $709.0K | 0.21% | −838−36.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,467 | $708.0K | 0.06% | +54+3.8% | Added |
| Teza Capital Management LLC | 1,465 | $707.0K | 0.27% | +1,465 | New |
| Ossiam | 1,464 | $706.0K | 0.02% | −11,426−88.6% | Reduced |
| Apollon Wealth Management, LLC | 1,463 | $706.0K | 0.06% | +426+41.1% | Added |
| Integrated Wealth Concepts LLC | 1,454 | $702.0K | 0.02% | −621−29.9% | Reduced |
| City Holding Co | 1,455 | $702.0K | 0.13% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 1,442 | $696.0K | 0.26% | +1,442 | New |
| Plancorp, LLC | 1,436 | $693.0K | 0.04% | 00.0% | Unchanged |
| Tobam | 1,437 | $693.0K | 0.04% | +258+21.9% | Added |
| Lifeworks Advisors, LLC | 1,433 | $692.0K | 0.44% | +9+0.6% | Added |
| American Portfolios Advisors | 1,433 | $691.7K | 0.03% | −92−6.0% | Reduced |
| Dynamic Advisor Solutions LLC | 1,431 | $691.0K | 0.05% | −102−6.7% | Reduced |
| Western Financial Corporation | 1,429 | $690.0K | 0.49% | +1,429 | New |
| Dean Investment Associates, LLC | 1,428 | $689.0K | 0.13% | −51−3.4% | Reduced |
| Great Diamond Partners, LLC | 1,428 | $689.0K | 0.23% | +266+22.9% | Added |
| Bridges Investment Management Inc | 1,425 | $688.0K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,425 | $688.0K | 0.13% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,409 | $685.0K | 0.06% | −981−41.0% | Reduced |
| Shufro Rose & Co LLC | 1,412 | $681.0K | 0.06% | −16−1.1% | Reduced |
| Private Trust Co NA | 1,406 | $678.0K | 0.11% | +1,406 | New |
| Wealth Advisory Solutions, LLC | 1,402 | $677.0K | 0.17% | +221+18.7% | Added |
| Compton Wealth Advisory Group, LLC | 1,401 | $676.0K | 0.29% | −376−21.2% | Reduced |
| Keystone Financial Group | 1,400 | $675.0K | 0.13% | +429+44.2% | Added |
| DGS Capital Management, LLC | 1,387 | $669.0K | 0.54% | +119+9.4% | Added |
| Basepoint Wealth LLC | 1,386 | $668.8K | 0.70% | −444−24.3% | Reduced |
| Deseret Mutual Benefit Administrators | 1,385 | $668.0K | 0.15% | −35−2.5% | Reduced |
| CenterBook Partners LP | 1,384 | $668.0K | 0.14% | +261+23.2% | Added |
| Capital Investment Advisory Services, LLC | 1,376 | $664.0K | 0.08% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,365 | $659.0K | 0.37% | −104−7.1% | Reduced |
| Baldwin Investment Management, LLC | 1,361 | $657.0K | 0.22% | −50−3.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,361 | $657.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 1,359 | $656.0K | 0.07% | −412−23.3% | Reduced |
| Summit X, LLC | 1,359 | $655.0K | 0.19% | −105−7.2% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,358 | $655.0K | 0.38% | +582+75.0% | Added |
| RFG Advisory, LLC | 1,373 | $653.0K | 0.04% | +292+27.0% | Added |
| Transcend Wealth Collective, LLC | 1,332 | $643.0K | 0.07% | −3−0.2% | Reduced |
| Merit Financial Group, LLC | 1,331 | $642.0K | 0.02% | +813+156.9% | Added |
| Synergy Financial Management, LLC | 1,327 | $641.0K | 0.17% | +1,327 | New |
| IFP Advisors, Inc | 2,724 | $637.0K | 0.02% | −991−26.7% | Reduced |
| Wealth Management Associates, Inc. | 1,305 | $629.8K | 0.43% | +45+3.6% | Added |
| Signet Financial Management, LLC | 1,304 | $629.0K | 0.12% | −24−1.8% | Reduced |
| Cable Hill Partners, LLC | 1,303 | $629.0K | 0.16% | +115+9.7% | Added |