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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
Community Bank, N.A.2,230$800.0K0.10%––
FDx Advisors, Inc.2,225$799.0K0.03%––
Twin Capital Management Inc2,217$796.0K0.08%––
Graves-Light Private Wealth Management, Inc.2,202$790.0K0.14%––
Bard Financial Services, Inc.2,150$772.0K0.07%––
Compagnie Lombard Odier SCmA2,138$767.0K0.02%––
HighPoint Advisor Group LLC2,111$762.0K0.09%––
Morris Capital Advisors, LLC2,101$754.0K0.61%––
Edgestream Partners, L.P.2,088$749.0K0.04%––
Nomura Holdings Inc2,037$731.0K0.01%––
Chicago Capital, LLC2,036$731.0K0.03%––
Clearstead Advisors, LLC2,021$726.0K0.06%––
Brown Advisory Securities, LLC2,022$726.0K0.12%––
Laurel Wealth Advisors, Inc.2,023$726.0K0.11%––
Transform Wealth, LLC2,014$723.0K0.15%––
Trust Asset Management LLC2,009$721.0K0.10%––
Wealthcare Advisory Partners LLC2,009$721.0K0.05%––
NJ State Employees Deferred Compensation Plan2,000$718.0K0.10%––
Texas Yale Capital Corp.1,997$717.0K0.05%––
Taylor Hoffman Wealth Management1,997$717.0K0.33%––
King Wealth1,988$714.0K0.16%––
Pacific Global Investment Management CO1,984$712.0K0.15%––
Strategic Advisors LLC1,953$701.0K0.20%––
Lake Street Advisors Group, LLC1,953$701.0K0.06%––
9258 Wealth Management, LLC1,941$697.0K0.21%––
Mutual Advisors, LLC1,933$694.0K0.05%––
Kingsview Wealth Management, LLC1,952$691.0K0.04%––
Stock Yards Bank & Trust Co1,918$689.0K0.05%––
SeaCrest Wealth Management, LLC1,918$688.0K0.09%––
First Pacific Advisors, LP1,915$687.0K0.01%––
Sigma Planning Corp1,912$686.0K0.02%––
Prudent Man Advisors, LLC1,907$685.0K0.29%––
Indie Asset Partners, LLC1,899$682.0K0.78%––
Global Trust Asset Management, LLC1,880$674.0K0.37%––
Sanders Morris Harris LLC1,900$669.0K0.14%––
Colonial River Wealth Management, LLC1,853$665.0K0.54%––
CSS LLC1,851$664.0K0.04%––
Garde Capital, Inc.1,850$664.0K0.08%––
Fma Advisory Inc1,826$655.0K0.20%––
Global Retirement Partners, LLC1,820$653.0K0.08%––
Meiji Yasuda Life Insurance Co1,813$651.0K0.01%––
Bessemer Securities LLC1,808$649.0K0.27%––
Quadrant Capital Group LLC1,781$639.0K0.10%––
Park National Corp1,776$637.0K0.03%––
CenterStar Asset Management, LLC–$637.0K0.91%––
Glenview Trust Co1,768$635.0K0.03%––
Monarch Capital Management Inc1,755$630.0K0.19%––
Terry L. Blaker1,746$627.0K0.04%––
Ballentine Partners, LLC1,744$627.0K0.02%––
Tokio Marine Asset Management Co Ltd1,746$627.0K0.06%––
Defined Wealth Management, LLC1,745$626.0K0.59%––
Signature Estate & Investment Advisors LLC1,733$622.0K0.03%––
Covington Capital Management1,731$621.0K0.03%––
Gries Financial LLC1,563$618.0K0.20%––
Poplar Forest Capital LLC1,722$618.0K0.06%––
Cetera Advisors LLC1,706$613.0K0.02%––
Landsberg, Bennett, & Dubbaneh LLC1,732$613.0K0.09%––
Alps Advisors Inc1,702$611.0K0.01%––
Shepherd Kaplan Krochuk, LLC1,700$610.0K0.24%––
Harbour Investments, Inc.1,690$607.0K0.02%––
Sequoia Financial Advisors, LLC1,678$602.0K0.03%––
Dean Investment Associates, LLC1,672$600.0K0.11%––
Pinnacle Financial Partners Inc1,758$600.0K0.03%––
Sowell Financial Services LLC1,538$598.0K0.02%––
Resources Investment Advisors, LLC.1,656$595.0K0.03%––
Patton Albertson Miller Group, LLC1,653$593.0K0.14%––
Mission Creek Capital Partners, Inc.1,649$592.0K0.09%––
McLean Asset Management Corp1,560$588.0K0.46%––
Tru Independence Asset Management 2, LLC1,636$587.0K0.46%––
Wealth Alliance1,632$586.0K0.16%––
Evercore Wealth Management, LLC1,621$582.0K0.01%––
Cozad Asset Management Inc1,609$578.0K0.09%––
Systematic Alpha Investments, LLC1,583$568.0K0.04%––
Personal Capital Advisors Corp1,580$567.0K0.00%––
Livingston Group Asset Management CO (operating as Southport Capital Management)1,575$565.0K0.15%––
Ieq Capital, LLC1,567$563.0K0.02%––
XTX Topco Ltd1,561$560.0K0.27%––
Windsor Group LTD1,521$546.0K0.13%––
Avantax Advisory Services, Inc.1,515$544.0K0.01%––
Gryphon Financial Partners LLC1,514$543.0K0.13%––
Beacon Financial Group1,648$541.0K0.08%––
Bridges Investment Management Inc1,500$538.0K0.02%––
City Holding Co1,490$535.0K0.10%––
Financial Counselors Inc1,491$535.0K0.01%––
ETF Managers Group, LLC1,468$534.0K0.01%––
Evermay Wealth Management LLC1,485$533.0K0.11%––
Baldwin Investment Management, LLC1,485$533.0K0.10%––
Harbor Investment Advisory, LLC1,484$533.0K0.08%––
American Portfolios Advisors1,482$532.1K0.02%––
Palisades Hudson Asset Management, L.P.1,468$527.0K0.25%––
Spire Wealth Management1,410$521.0K0.01%––
OneAscent Financial Services LLC1,446$519.0K0.51%––
Barings LLC1,439$517.0K0.01%––
CWM, LLC1,351$516.0K0.00%––
Aaron Wealth Advisors1,438$516.0K0.19%––
Heron Bay Capital Management1,435$515.0K0.31%––
Coldstream Capital Management Inc1,426$512.0K0.03%––
Campion Asset Management LLC1,425$512.0K0.39%––
Summit X, LLC1,427$509.0K0.14%––
Plancorp, LLC1,410$506.0K0.11%––