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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, Q1 2021

Institutional positions in Elevance Health, Inc. as of Mar 31, 2021. 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
1,215
No complete 13F data for Q4 2020
Shares held
220.3M
No complete 13F data for Q4 2020
Total value
$78.2B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 1,215 institutions
Q1 2021: 1,215 institutionsQ2 2021: 1,239 institutionsQ3 2021: 1,221 institutionsQ4 2021: 1,375 institutionsQ1 2022: 1,424 institutionsQ2 2022: 1,444 institutionsQ3 2022: 1,449 institutionsQ4 2022: 1,551 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,673 institutionsQ2 2024: 1,713 institutionsQ3 2024: 1,703 institutionsQ4 2024: 1,609 institutionsQ1 2025: 1,667 institutionsQ2 2025: 1,596 institutionsQ3 2025: 1,512 institutionsQ4 2025: 1,557 institutionsQ1 2026: 1,473 institutionsQ2 2026: 1,615 institutions
Value heldQ1 2021: $78.2B
Q1 2021: $78.2BQ2 2021: $82.8BQ3 2021: $80.6BQ4 2021: $99.3BQ1 2022: $105.7BQ2 2022: $103.2BQ3 2022: $97.0BQ4 2022: $108.8BQ1 2023: $96.9BQ2 2023: $93.1BQ3 2023: $90.8BQ4 2023: $98.1BQ1 2024: $107.7BQ2 2024: $112.7BQ3 2024: $107.2BQ4 2024: $76.5BQ1 2025: $88.6BQ2 2025: $79.7BQ3 2025: $63.3BQ4 2025: $71.0BQ1 2026: $57.1BQ2 2026: $76.8B
Institutions holding ELV and their total value by quarter
QuarterHoldersValue
Q2 20261,615$76.8B
Q1 20261,473$57.1B
Q4 20251,557$71.0B
Q3 20251,512$63.3B
Q2 20251,596$79.7B
Q1 20251,667$88.6B
Q4 20241,609$76.5B
Q3 20241,703$107.2B
Q2 20241,713$112.7B
Q1 20241,673$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,551$108.8B
Q3 20221,449$97.0B
Q2 20221,444$103.2B
Q1 20221,424$105.7B
Q4 20211,375$99.3B
Q3 20211,221$80.6B
Q2 20211,239$82.8B
Q1 20211,215$78.2B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Elevance Health, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding ELV in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Roberts Glore & Co Inc595$214.0K0.07%––
AIMZ Investment Advisors, LLC600$215.0K0.11%––
Flagship Harbor Advisors, LLC607$218.0K0.02%––
Everhart Financial Group, Inc.610$219.0K0.19%––
Annex Advisory Services, LLC612$220.0K0.02%––
Washington Trust Co619$222.0K0.01%––
Joel Isaacson & Co., LLC621$223.0K0.02%––
Washington Capital Management Inc625$224.0K0.21%––
Penserra Capital Management LLC633$227.0K0.00%––
Evergreen Capital Management LLC635$228.0K0.01%––
First Horizon Advisors, Inc.640$229.0K0.01%––
Baker Tilly Wealth Management, LLC641$230.0K0.05%––
Ridgecrest Wealth Partners, LLC640$230.0K0.22%––
Bluestein R H & Co646$232.0K0.01%––
Diligent Investors, LLC645$232.0K0.08%––
Aurora Private Wealth, Inc.650$233.0K0.10%––
Henshaw Capital LLC651$233.7K0.02%––
Accretive Wealth Partners, LLC655$235.0K0.21%––
Windsor Capital Management, LLC658$236.0K0.08%––
Kore Private Wealth LLC664$238.0K0.03%––
Spotlight Asset Group, Inc.663$238.0K0.09%––
San Francisco Sentry Investment Group (Ca)665$239.0K0.10%––
Court Place Advisors, LLC667$239.0K0.07%––
Alliance Wealth Advisors, LLC667$239.0K0.24%––
Caldwell Trust Co668$239.8K0.03%––
Avantax Planning Partners, Inc.671$241.0K0.01%––
Avalon Investment & Advisory676$243.0K0.01%––
Town & Country Bank & Trust CO dba First Bankers Trust CO680$244.0K0.10%––
PDS Planning, Inc682$245.0K0.07%––
Stanley-Laman Group, Ltd.682$245.0K0.04%––
Axiom Financial Strategies, LLC683$245.0K0.12%––
First National Trust Co685$246.0K0.02%––
XR Securities LLC686$246.0K0.14%––
Kayne Anderson Rudnick Investment Management LLC691$248.0K0.00%––
Reston Wealth Management LLC690$248.0K0.13%––
Summit Financial Group Inc693$249.0K0.10%––
Csenge Advisory Group689$249.0K0.03%––
Midwest Wealth Management Inc.694$249.0K0.20%––
Beacon Pointe Advisors, LLC701$251.0K0.02%––
Braun Stacey Associates Inc703$252.0K0.01%––
Fox Run Management, L.L.C.702$252.0K0.45%––
Ridgewood Investments LLC702$252.0K0.15%––
Adams Wealth Management706$253.0K0.12%––
Fort Point Capital Partners LLC708$254.0K0.06%––
Fulton Breakefield Broenniman LLC711$255.0K0.02%––
Dynamic Advisor Solutions LLC710$255.0K0.02%––
BOK Financial Private Wealth, Inc.713$256.0K0.02%––
SevenBridge Financial Group, LLC712$256.0K0.09%––
Kanawha Capital Management LLC716$257.0K0.03%––
Geller Advisors LLC716$257.0K0.06%––
Reilly Financial Advisors, LLC717$257.0K0.02%––
Halbert Hargrove Global Advisors, LLC717$257.0K0.02%––
Godshalk Welsh Capital Management, Inc.715$257.0K0.18%––
E Fund Management Co., Ltd.715$257.0K0.02%––
BCJ Capital Management, LLC718$258.0K0.03%––
Warren Averett Asset Management, LLC665$260.0K0.03%––
JGP Global Gestao de Recursos Ltda.726$261.0K0.16%––
Keel Point, LLC729$262.0K0.03%––
First City Capital Management, Inc.673$263.0K0.15%––
IHT Wealth Management, LLC733$263.0K0.02%––
Bahl & Gaynor Inc737$265.0K0.00%––
Waldron Private Wealth LLC740$265.0K0.02%––
Woodstock Corp745$267.0K0.03%––
Sullivan, Bruyette, Speros & Blaney, LLC745$267.0K0.01%––
Capital Management Corp750$269.0K0.06%––
Altfest L J & Co Inc754$271.0K0.06%––
Boston Common Asset Management, LLC754$271.0K0.02%––
Western Wealth Management, LLC754$271.0K0.04%––
Appleton Partners Inc760$273.0K0.03%––
Concord Wealth Partners764$274.0K0.09%––
Wealthquest Corp772$277.0K0.05%––
First Manhattan Co776$278.0K0.00%––
Cutler Group LP779$279.0K0.02%––
Hurlow Wealth Management Group, Inc.776$279.0K0.20%––
Renaissance Group LLC780$280.0K0.01%––
Financial Advisory Group780$280.0K0.07%––
East Coast Asset Management, LLC.785$282.0K0.08%––
First Mercantile Trust Co790$284.0K0.03%––
Atlantic Trust, LLC792$284.0K0.21%––
Inverness Counsel LLC794$285.0K0.01%––
Advisors Capital Management, LLC795$285.0K0.01%––
IFP Advisors, Inc795$286.0K0.01%––
Great Diamond Partners, LLC798$286.0K0.09%––
Meyer Handelman Co800$287.0K0.01%––
Beaton Management Co. Inc.800$287.0K0.20%––
GSB Wealth Management, LLC802$288.0K0.10%––
First National Bank of South Miami811$291.0K0.22%––
Salem Investment Counselors Inc824$296.0K0.02%––
Segall Bryant & Hamill, LLC825$296.0K0.00%––
Spinnaker Trust831$298.0K0.02%––
Bel Air Investment Advisors LLC833$299.0K0.01%––
Latitude Advisors, LLC832$299.0K0.24%––
Eqis Capital Management, Inc.841$302.0K0.02%––
Whalerock Point Partners, LLC845$303.3K0.13%––
Constitution Capital LLC850$305.0K0.20%––
Tobam862$309.0K0.01%––
Column Capital Advisors, LLC861$309.0K0.07%––
Cornerstone Wealth Group, LLC810$312.0K0.06%––
PBMares Wealth Management LLC876$314.0K0.26%––
Good Life Advisors, LLC882$316.0K0.06%––