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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
Clearstead Advisors, LLC2,021$726.0K0.06%––
Brown Advisory Securities, LLC2,022$726.0K0.12%––
Laurel Wealth Advisors, Inc.2,023$726.0K0.11%––
Nomura Holdings Inc2,037$731.0K0.01%––
Chicago Capital, LLC2,036$731.0K0.03%––
Edgestream Partners, L.P.2,088$749.0K0.04%––
Morris Capital Advisors, LLC2,101$754.0K0.61%––
HighPoint Advisor Group LLC2,111$762.0K0.09%––
Compagnie Lombard Odier SCmA2,138$767.0K0.02%––
Bard Financial Services, Inc.2,150$772.0K0.07%––
Graves-Light Private Wealth Management, Inc.2,202$790.0K0.14%––
Twin Capital Management Inc2,217$796.0K0.08%––
FDx Advisors, Inc.2,225$799.0K0.03%––
Community Bank, N.A.2,230$800.0K0.10%––
Legg Mason Asset Management (Japan) Co., Ltd.2,251$808.0K0.88%––
Gofen & Glossberg LLC2,262$812.0K0.02%––
Northwest Bancshares, Inc.2,268$814.0K0.19%––
Matisse Capital2,272$815.0K0.23%––
1st Source Bank2,274$816.0K0.05%––
Insight Wealth Strategies, LLC2,297$825.0K0.11%––
Checchi Capital Advisers, LLC2,300$826.0K0.11%––
Pitcairn Co2,319$832.0K0.06%––
Corient Capital Partners, LLC2,317$832.0K0.07%––
Verus Financial Partners, Inc.2,370$835.0K0.13%––
Hollencrest Capital Management2,344$841.0K0.08%––
Apollon Wealth Management, LLC2,350$844.0K0.16%––
WESPAC Advisors SoCal, LLC2,370$851.0K0.33%––
Wesbanco Bank Inc2,403$862.0K0.03%––
Voloridge Investment Management, LLC2,409$865.0K0.01%––
Steward Partners Investment Advisory, LLC2,412$865.7K0.02%––
Pinnacle Associates Ltd2,421$869.0K0.02%––
Donaldson Capital Management, LLC2,434$874.0K0.05%––
Parallel Advisors, LLC2,450$880.0K0.04%––
Arden Trust Co2,457$882.0K0.15%––
Busey Wealth Management2,475$889.0K0.04%––
Atlantic Union Bankshares Corp2,493$895.0K0.09%––
National Asset Management, Inc.2,505$899.0K0.03%––
Clarius Group, LLC2,512$902.0K0.09%––
Regent Investment Management LLC2,515$903.0K0.23%––
Principle Wealth Partners LLC2,520$905.0K0.11%––
Frisch Financial Group, Inc.2,538$911.0K0.31%––
Fulcrum Asset Management LLP–$928.0K0.60%––
First Horizon Corp2,595$931.0K0.09%––
AIA Group Ltd2,594$931.0K0.13%––
Sentry Investment Management LLC2,621$941.0K0.26%––
IFG Advisory, LLC2,671$958.0K0.12%––
Buckley Wealth Management, LLC2,669$958.0K0.36%––
Aigen Investment Management, LP2,729$980.0K0.13%––
Meeder Asset Management Inc2,739$983.0K0.05%––
CAPROCK Group, Inc.2,741$984.0K0.11%––
Intellectus Partners, LLC2,740$984.0K0.27%––
Harfst & Associates, Inc.2,755$988.0K0.30%––
Anchor Investment Management, LLC2,773$995.4K0.15%––
Bremer Bank National Association2,773$996.0K0.23%––
Souders Financial Advisors2,777$997.0K0.39%––
People's United Financial, Inc.2,801$1.00M0.02%––
Semmax Financial Advisors Inc.2,812$1.01M0.36%––
Toroso Investments, LLC2,836$1.02M0.05%––
Essex Financial Services, Inc.2,843$1.02M0.18%––
RMB Capital Management, LLC2,859$1.03M0.04%––
Fulton Bank, N.A.2,861$1.03M0.05%––
O'Shares Investment Advisers, LLC2,923$1.05M0.08%––
Brookstone Capital Management2,936$1.05M0.04%––
Kinneret Advisory, LLC2,938$1.05M0.14%––
Foster & Motley Inc2,958$1.06M0.10%––
Unigestion Holding SA2,990$1.07M0.04%––
KCS Wealth Advisory2,996$1.07M0.55%––
Balasa Dinverno & Foltz LLC2,998$1.08M0.09%––
Garrison Point Advisors, LLC3,000$1.08M0.84%––
Highland Capital Management Fund Advisors, L.P.3,010$1.08M0.29%––
Wealth Architects, LLC3,018$1.08M0.23%––
Dorsey & Whitney Trust CO LLC3,030$1.09M0.11%––
Signaturefd, LLC3,041$1.09M0.05%––
W.G. Shaheen & Associates DBA Whitney & Co3,042$1.09M0.19%––
Central Trust Co3,054$1.10M0.04%––
AXS Investments LLC3,055$1.10M0.39%––
Diversified Trust Co3,071$1.10M0.04%––
Institute for Wealth Management, LLC.3,096$1.11M0.21%––
Orion Portfolio Solutions, LLC3,096$1.11M0.05%––
Lincoln National Corp3,100$1.11M0.03%––
Stonehage Fleming Financial Services Holdings Ltd3,056$1.11M0.04%––
44 Wealth Management LLC3,119$1.12M0.47%––
Delphi Management Inc3,146$1.13M1.20%––
Independent Advisor Alliance3,182$1.14M0.07%––
OneAscent Wealth Management LLC3,181$1.14M0.49%––
Leavell Investment Management, Inc.3,200$1.15M0.09%––
Copperleaf Capital, LLC3,223$1.16M1.23%––
Wealthspire Advisors, LLC3,236$1.16M0.03%––
Heritage Wealth Advisors3,255$1.17M0.07%––
MAI Capital Management3,261$1.17M0.03%––
Ossiam3,278$1.18M0.04%––
Searle & Co.3,290$1.18M0.53%––
Cypress Capital Management LLC3,289$1.18M0.16%––
Raymond James Trust N.A.3,347$1.20M0.04%––
Pendal Group Limited3,350$1.20M0.01%––
Kornitzer Capital Management Inc3,375$1.21M0.02%––
Conning Inc.3,376$1.21M0.04%––
Mitchell McLeod Pugh & Williams Inc3,375$1.21M0.51%––
Ameritas Investment Partners, Inc.3,389$1.22M0.05%––
First Business Financial Services, Inc.3,409$1.22M0.16%––