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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: 1,423 institutionsQ2 2022: 1,443 institutionsQ3 2022: 1,448 institutionsQ4 2022: 1,550 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,672 institutionsQ2 2024: 1,712 institutionsQ3 2024: 1,702 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 20241,702$107.2B
Q2 20241,712$112.7B
Q1 20241,672$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,550$108.8B
Q3 20221,448$97.0B
Q2 20221,443$103.2B
Q1 20221,423$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
JustInvest LLC3,737$1.34M0.20%––
M Holdings Securities, Inc.3,721$1.34M0.12%––
Stratos Wealth Partners, LTD.3,721$1.34M0.04%––
Veriti Management LLC3,706$1.33M0.35%––
Archford Capital Strategies, LLC3,473$1.29M0.34%––
Cohen Klingenstein LLC3,600$1.29M0.06%––
American National Registered Investment Advisor, Inc.3,570$1.28M0.50%––
Wedbush Securities Inc3,558$1.28M0.07%––
Truvestments Capital LLC3,558$1.28M0.72%––
Sciencast Management LP3,524$1.25M0.25%––
Hennion & Walsh Asset Management, Inc.3,457$1.24M0.07%––
Schonfeld Strategic Advisors LLC3,441$1.24M0.02%––
Qtron Investments LLC3,438$1.23M0.34%––
Acropolis Investment Management, LLC3,424$1.23M0.13%––
First Business Financial Services, Inc.3,409$1.22M0.16%––
Ameritas Investment Partners, Inc.3,389$1.22M0.05%––
Conning Inc.3,376$1.21M0.04%––
Mitchell McLeod Pugh & Williams Inc3,375$1.21M0.51%––
Kornitzer Capital Management Inc3,375$1.21M0.02%––
Pendal Group Limited3,350$1.20M0.01%––
Raymond James Trust N.A.3,347$1.20M0.04%––
Searle & Co.3,290$1.18M0.53%––
Cypress Capital Management LLC3,289$1.18M0.16%––
Ossiam3,278$1.18M0.04%––
MAI Capital Management3,261$1.17M0.03%––
Heritage Wealth Advisors3,255$1.17M0.07%––
Wealthspire Advisors, LLC3,236$1.16M0.03%––
Copperleaf Capital, LLC3,223$1.16M1.23%––
Leavell Investment Management, Inc.3,200$1.15M0.09%––
Independent Advisor Alliance3,182$1.14M0.07%––
OneAscent Wealth Management LLC3,181$1.14M0.49%––
Delphi Management Inc3,146$1.13M1.20%––
44 Wealth Management LLC3,119$1.12M0.47%––
Lincoln National Corp3,100$1.11M0.03%––
Stonehage Fleming Financial Services Holdings Ltd3,056$1.11M0.04%––
Institute for Wealth Management, LLC.3,096$1.11M0.21%––
Orion Portfolio Solutions, LLC3,096$1.11M0.05%––
Diversified Trust Co3,071$1.10M0.04%––
AXS Investments LLC3,055$1.10M0.39%––
Central Trust Co3,054$1.10M0.04%––
Signaturefd, LLC3,041$1.09M0.05%––
W.G. Shaheen & Associates DBA Whitney & Co3,042$1.09M0.19%––
Dorsey & Whitney Trust CO LLC3,030$1.09M0.11%––
Wealth Architects, LLC3,018$1.08M0.23%––
Highland Capital Management Fund Advisors, L.P.3,010$1.08M0.29%––
Garrison Point Advisors, LLC3,000$1.08M0.84%––
Balasa Dinverno & Foltz LLC2,998$1.08M0.09%––
KCS Wealth Advisory2,996$1.07M0.55%––
Unigestion Holding SA2,990$1.07M0.04%––
Foster & Motley Inc2,958$1.06M0.10%––
Kinneret Advisory, LLC2,938$1.05M0.14%––
Brookstone Capital Management2,936$1.05M0.04%––
O'Shares Investment Advisers, LLC2,923$1.05M0.08%––
Fulton Bank, N.A.2,861$1.03M0.05%––
RMB Capital Management, LLC2,859$1.03M0.04%––
Essex Financial Services, Inc.2,843$1.02M0.18%––
Toroso Investments, LLC2,836$1.02M0.05%––
Semmax Financial Advisors Inc.2,812$1.01M0.36%––
People's United Financial, Inc.2,801$1.00M0.02%––
Souders Financial Advisors2,777$997.0K0.39%––
Bremer Bank National Association2,773$996.0K0.23%––
Anchor Investment Management, LLC2,773$995.4K0.15%––
Harfst & Associates, Inc.2,755$988.0K0.30%––
CAPROCK Group, Inc.2,741$984.0K0.11%––
Intellectus Partners, LLC2,740$984.0K0.27%––
Meeder Asset Management Inc2,739$983.0K0.05%––
Aigen Investment Management, LP2,729$980.0K0.13%––
IFG Advisory, LLC2,671$958.0K0.12%––
Buckley Wealth Management, LLC2,669$958.0K0.36%––
Sentry Investment Management LLC2,621$941.0K0.26%––
First Horizon Corp2,595$931.0K0.09%––
AIA Group Ltd2,594$931.0K0.13%––
Fulcrum Asset Management LLP–$928.0K0.60%––
Frisch Financial Group, Inc.2,538$911.0K0.31%––
Principle Wealth Partners LLC2,520$905.0K0.11%––
Regent Investment Management LLC2,515$903.0K0.23%––
Clarius Group, LLC2,512$902.0K0.09%––
National Asset Management, Inc.2,505$899.0K0.03%––
Atlantic Union Bankshares Corp2,493$895.0K0.09%––
Busey Wealth Management2,475$889.0K0.04%––
Arden Trust Co2,457$882.0K0.15%––
Parallel Advisors, LLC2,450$880.0K0.04%––
Donaldson Capital Management, LLC2,434$874.0K0.05%––
Pinnacle Associates Ltd2,421$869.0K0.02%––
Steward Partners Investment Advisory, LLC2,412$865.7K0.02%––
Voloridge Investment Management, LLC2,409$865.0K0.01%––
Wesbanco Bank Inc2,403$862.0K0.03%––
WESPAC Advisors SoCal, LLC2,370$851.0K0.33%––
Apollon Wealth Management, LLC2,350$844.0K0.16%––
Hollencrest Capital Management2,344$841.0K0.08%––
Verus Financial Partners, Inc.2,370$835.0K0.13%––
Pitcairn Co2,319$832.0K0.06%––
Corient Capital Partners, LLC2,317$832.0K0.07%––
Checchi Capital Advisers, LLC2,300$826.0K0.11%––
Insight Wealth Strategies, LLC2,297$825.0K0.11%––
1st Source Bank2,274$816.0K0.05%––
Matisse Capital2,272$815.0K0.23%––
Northwest Bancshares, Inc.2,268$814.0K0.19%––
Gofen & Glossberg LLC2,262$812.0K0.02%––
Legg Mason Asset Management (Japan) Co., Ltd.2,251$808.0K0.88%––