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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
Founders Financial Alliance, LLC795$317.0K0.16%––
BBR Partners, LLC890$319.0K0.03%––
Convergence Investment Partners, LLC890$319.0K0.15%––
Brandywine Oak Private Wealth LLC893$320.0K0.05%––
Private Portfolio Partners LLC894$320.9K0.10%––
Alpha Omega Wealth Management LLC901$323.0K0.06%––
Horan Securities, Inc.901$323.0K0.28%––
Regent Peak Wealth Advisors LLC909$326.0K0.11%––
Two Sigma Securities, LLC911$327.0K0.08%––
Sawtooth Solutions, LLC913$328.0K0.07%––
CX Institutional924$332.0K0.03%––
Holderness Investments Co930$334.0K0.12%––
Pettinga Financial Advisors, LLC932$334.0K0.10%––
Verity Asset Management, Inc.936$336.0K0.20%––
HM Payson & Co939$337.0K0.01%––
Trustcore Financial Services, LLC949$341.0K0.04%––
Emerald Advisors, LLC950$341.0K0.12%––
Berkshire Asset Management LLC960$345.0K0.03%––
Pinnacle Wealth Management Advisory Group, LLC961$345.0K0.10%––
Sierra Capital LLC960$345.0K0.06%––
Ascent Wealth Partners, LLC963$346.0K0.08%––
Kovack Advisors, Inc.971$348.0K0.05%––
Pure Financial Advisors, Inc.980$352.0K0.03%––
Tandem Investment Advisors, Inc.990$355.0K0.03%––
Cedar Wealth Management, LLC991$356.0K0.18%––
Harbor Group, Inc.941$357.0K0.24%––
BT Wealth Management LLC1,000$359.0K0.12%––
WealthStone, Inc.1,003$360.0K0.13%––
Bartlett & Co. LLC1,007$361.0K0.01%––
Bartlett & Co. Wealth Management LLC1,007$361.5K0.01%––
Gladstone Institutional Advisory LLC1,012$363.0K0.06%––
Centiva Capital, LP1,013$364.0K0.05%––
Hengehold Capital Management LLC1,029$369.0K0.05%––
Independent Financial Group, LLC1,028$369.1K0.05%––
Prospera Financial Services Inc1,034$371.0K0.02%––
Burke & Herbert Bank & Trust Co1,040$373.0K0.26%––
Venture Visionary Partners LLC1,046$375.0K0.03%––
Buckingham Strategic Wealth, LLC1,050$377.0K0.02%––
Beirne Wealth Consulting Services, LLC1,050$377.0K0.22%––
Trustmark National Bank Trust Department1,052$378.0K0.03%––
Moloney Securities Asset Management, LLC1,052$378.0K0.07%––
Wealth Management Associates, Inc.1,053$378.0K0.24%––
Mid Atlantic Financial Management Inc1,055$379.0K0.03%––
Stony Point Wealth Management Inc.1,064$382.0K0.27%––
Newport Wealth Strategies, Inc.1,070$384.0K0.24%––
Capula Management Ltd1,082$388.0K0.08%––
Level Four Advisory Services, LLC1,086$390.0K0.03%––
Asset Dedication, LLC1,096$391.0K0.09%––
HBK Sorce Advisory LLC1,093$392.0K0.02%––
J. W. Coons Advisors, LLC1,096$393.0K0.14%––
Dodge & Cox1,100$395.0K0.00%––
Citizens Business Bank1,100$395.0K0.06%––
Capital Investment Advisory Services, LLC1,104$396.0K0.06%––
Patriot Financial Group Insurance Agency, LLC1,105$397.0K0.09%––
Chesapeake Wealth Management1,105$397.0K0.13%––
Bedel Financial Consulting, Inc.1,109$398.0K0.15%––
Beaumont Financial Partners, LLC1,111$399.0K0.03%––
Doyle Wealth Management1,118$401.0K0.04%––
Investors Financial Group, LLC1,118$401.0K0.23%––
Everett Harris & Co1,120$402.0K0.01%––
Mission Wealth Management, LP1,121$402.0K0.02%––
J.W. Cole Advisors, Inc.1,123$403.0K0.04%––
Altium Wealth Management LLC1,124$403.0K0.03%––
Spectrum Management Group, LLC1,125$404.0K0.08%––
Cim Investment Mangement Inc1,131$406.0K0.13%––
Cypress Capital Group1,135$407.0K0.06%––
Optimal Asset Management, Inc.2,561,233$409.0K0.05%––
Winton Group Ltd1,145$411.0K0.02%––
RFG Advisory, LLC1,146$411.0K0.04%––
Belpointe Asset Management LLC1,157$415.0K0.04%––
Circle Wealth Management, LLC1,160$416.0K0.07%––
Indiana Trust & Investment Management CO1,163$417.0K0.22%––
Gyon Technologies Capital Management, LP1,164$418.0K0.18%––
Money Concepts Capital Corp1,169$420.0K0.03%––
First Financial Bank - Trust Division1,175$422.0K0.05%––
Pinnacle Wealth Planning Services, Inc.1,178$423.0K0.11%––
Virtue Capital Management, LLC1,178$423.0K0.10%––
Sound Income Strategies, LLC1,182$424.3K0.07%––
Middleton & Co Inc1,200$431.0K0.05%––
Hourglass Capital, LLC1,200$431.0K0.11%––
Proequities, Inc.1,207$433.0K0.03%––
Cresset Asset Management, LLC1,208$434.0K0.01%––
Bradley Foster & Sargent Inc1,213$435.0K0.01%––
Rehmann Capital Advisory Group1,221$438.3K0.04%––
Citizens Financial Group Inc1,223$439.0K0.02%––
Sound View Wealth Advisors Group, LLC1,226$440.0K0.10%––
Charter Trust Co1,232$442.0K0.04%––
First Light Asset Management, LLC1,244$447.0K0.03%––
Ativo Capital Management LLC1,248$448.0K0.19%––
Accredited Investors Inc.1,253$450.0K0.06%––
Sutton Wealth Advisors Inc.1,269$455.5K0.18%––
Jump Financial, LLC1,271$457.0K0.04%––
Douglass Winthrop Advisors, LLC1,275$458.0K0.01%––
Cerity Partners LLC1,288$462.0K0.01%––
Dixon Hubard Feinour & Brown Inc1,292$464.0K0.11%––
Fukoku Mutual Life Insurance Co1,300$467.0K0.04%––
Farmers Trust Co1,313$472.0K0.11%––
Transcend Wealth Collective, LLC1,312$472.0K0.06%––
SG3 Management, LLC1,320$474.0K0.15%––
Signet Financial Management, LLC1,330$478.0K0.09%––