Elevance Health, Inc.

ELV

Exchange: NYSE
Industry: Hospital & Medical Service Plans
SEC CIK: 0001156039

SEC filings (opens in a new tab)

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

Value heldQ1 2021: $78.2B

Institutions holding ELV and their total value by quarter
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, 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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Quantitative Systematic Strategies LLC	6,443	$2.31M	0.36%	–	–
Fuller & Thaler Asset Management, Inc.	6,414	$2.30M	0.02%	–	–
Strategic Financial Services, Inc,	6,349	$2.28M	0.19%	–	–
Bragg Financial Advisors, Inc	6,300	$2.26M	0.15%	–	–
Wealthfront Advisers LLC	6,253	$2.25M	0.01%	–	–
O'Shaughnessy Asset Management, LLC	6,241	$2.24M	0.05%	–	–
First Quadrant L P	6,222	$2.23M	0.24%	–	–
Shelton Capital Management	6,132	$2.20M	0.08%	–	–
Bangor Savings Bank	6,126	$2.20M	0.27%	–	–
Kestra Private Wealth Services, LLC	6,090	$2.19M	0.15%	–	–
Lester Murray Antman dba SimplyRich	6,028	$2.16M	0.86%	–	–
PEAK6 Investments LLC	6,019	$2.16M	0.06%	–	–
Seeyond	5,959	$2.14M	0.21%	–	–
Virtu Financial LLC	5,944	$2.13M	0.15%	–	–
Delta Capital Management LLC	5,910	$2.12M	1.36%	–	–
Sterling Investment Management, Inc.	5,903	$2.12M	1.45%	–	–
Cetera Investment Advisers	5,697	$2.04M	0.04%	–	–
Family Legacy, Inc.	5,641	$2.02M	0.97%	–	–
Zurich Insurance Group Ltd	5,600	$2.01M	0.03%	–	–
Lederer & Associates Investment Counsel	5,515	$1.98M	1.40%	–	–
Analyst IMS Investment Management Services Ltd.	5,503	$1.98M	0.26%	–	–
Stonebridge Capital Advisors LLC	5,458	$1.96M	0.26%	–	–
Pettyjohn, Wood & White, Inc	5,438	$1.95M	0.46%	–	–
Malaga Cove Capital, LLC	5,314	$1.92M	0.82%	–	–
Fort, L.P.	5,313	$1.91M	0.54%	–	–
Farmers & Merchants Trust Co of Chambersburg PA	5,259	$1.89M	1.42%	–	–
Squarepoint Ops LLC	5,216	$1.87M	0.02%	–	–
Greenleaf Trust	5,144	$1.85M	0.02%	–	–
Connacht Asset Management LP	5,092	$1.83M	1.44%	–	–
Jackson Hole Capital Partners, LLC	5,073	$1.82M	0.75%	–	–
First Midwest Bank Trust Division	5,067	$1.82M	0.25%	–	–
Stableford Capital II LLC	5,063	$1.82M	0.92%	–	–
Ethic Inc.	5,043	$1.81M	0.32%	–	–
Blueshift Asset Management, LLC	5,038	$1.81M	0.18%	–	–
Argent Trust Co	5,037	$1.81M	0.13%	–	–
Origin Asset Management LLP	5,000	$1.79M	0.18%	–	–
Mount Yale Investment Advisors, LLC	4,999	$1.79M	0.23%	–	–
TrinityPoint Wealth, LLC	4,977	$1.79M	0.42%	–	–
Caas Capital Management LP	4,929	$1.77M	0.05%	–	–
Cetera Advisor Networks LLC	4,914	$1.76M	0.04%	–	–
AMG National Trust Bank	4,907	$1.76M	0.06%	–	–
Jackson Wealth Management, LLC	4,884	$1.75M	0.26%	–	–
Liberty One Investment Management, LLC	4,851	$1.74M	0.31%	–	–
Wright Investors Service Inc	4,837	$1.74M	0.53%	–	–
Symmetry Partners, LLC	4,792	$1.72M	0.12%	–	–
Quantitative Investment Management, LLC	4,787	$1.72M	0.15%	–	–
Johnson Investment Counsel Inc	4,773	$1.71M	0.03%	–	–
Profund Advisors LLC	4,761	$1.71M	0.07%	–	–
Rafferty Asset Management, LLC	4,762	$1.71M	0.01%	–	–
Brighton Jones LLC	4,742	$1.70M	0.10%	–	–
Blair William & Co	4,728	$1.70M	0.01%	–	–
Colony Group LLC	4,726	$1.70M	0.04%	–	–
Chesley Taft & Associates LLC	4,754	$1.69M	0.10%	–	–
Roof Eidam & Maycock	4,685	$1.68M	0.65%	–	–
Aurora Investment Counsel	4,669	$1.68M	1.24%	–	–
Madison Wealth Management	4,653	$1.67M	0.41%	–	–
Cox Capital Mgt LLC	4,600	$1.65M	1.14%	–	–
Hancock Whitney Corp	4,562	$1.64M	0.06%	–	–
Vista Investment Management	4,546	$1.63M	1.02%	–	–
Keudell/Morrison Wealth Management	4,493	$1.61M	0.94%	–	–
Valeo Financial Advisors, LLC	4,474	$1.61M	0.07%	–	–
New England Research & Management, Inc.	4,440	$1.59M	0.87%	–	–
Homrich & Berg	4,430	$1.59M	0.04%	–	–
OPSEU Pension Plan Trust Fund	4,497	$1.59M	0.41%	–	–
Hohimer Wealth Management, LLC	4,408	$1.58M	0.39%	–	–
Agf Investments Inc.	4,324	$1.55M	0.01%	–	–
IndexIQ Advisors LLC	4,293	$1.54M	0.05%	–	–
Sumitomo Life Insurance Co	4,273	$1.53M	0.06%	–	–
Park Avenue Securities LLC	4,267	$1.53M	0.04%	–	–
Tufton Capital Management	4,190	$1.50M	0.26%	–	–
Haverford Trust Co	4,165	$1.50M	0.02%	–	–
Atlas Capital Advisors LLC	4,163	$1.49M	0.29%	–	–
Foundations Investment Advisors, LLC	4,239	$1.49M	0.09%	–	–
Leonteq Securities AG	4,154	$1.49M	0.10%	–	–
Pathstone Family Office, LLC	4,154	$1.49M	0.05%	–	–
Comerica Securities,inc.	4,133	$1.48M	0.11%	–	–
Michael B. Yongue	4,135	$1.48M	1.17%	–	–
Savant Capital, LLC	4,129	$1.48M	0.08%	–	–
Community Capital Management, Inc.	4,100	$1.47M	1.63%	–	–
Martingale Asset Management L P	4,078	$1.46M	0.02%	–	–
ARGI Investment Services, LLC	4,062	$1.46M	0.05%	–	–
Zeke Capital Advisors, LLC	4,038	$1.45M	0.10%	–	–
Phoenix Holdings Ltd.	4,015	$1.45M	0.03%	–	–
Ontario Teachers Pension Plan Board	4,020	$1.44M	0.02%	–	–
Ally Financial Inc.	4,000	$1.44M	0.14%	–	–
Mirova	3,981	$1.43M	0.17%	–	–
Employers Holdings, Inc.	3,965	$1.42M	0.84%	–	–
GWM Advisors LLC	3,959	$1.42M	0.04%	–	–
Massmutual Trust Co FSB	3,950	$1.42M	0.07%	–	–
Smith, Moore & Co.	3,925	$1.41M	0.23%	–	–
AlphaCrest Capital Management LLC	3,899	$1.40M	0.08%	–	–
Intrust Bank NA	3,893	$1.40M	0.20%	–	–
GHP Investment Advisors, Inc.	3,890	$1.40M	0.12%	–	–
FRG Family Wealth Advisors LLC	3,890	$1.40M	0.28%	–	–
Wealthstreet Investment Advisors, LLC	3,827	$1.37M	0.13%	–	–
Lombard Odier Asset Management (Switzerland) SA	3,825	$1.37M	0.09%	–	–
Advisory Services Network, LLC	3,807	$1.37M	0.05%	–	–
Snowden Capital Advisors LLC	3,805	$1.37M	0.08%	–	–
Oppenheimer Asset Management Inc.	3,777	$1.35M	0.02%	–	–
Violich Capital Management, Inc.	3,770	$1.35M	0.24%	–	–