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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
Telemus Capital, LLC1,422$505.0K0.03%––
Quilter Plc1,406$505.0K0.02%––
Shufro Rose & Co LLC1,400$503.0K0.04%––
Vestmark Advisory Solutions, Inc.1,402$503.0K0.04%––
BBVA USA Bancshares, Inc.1,398$502.0K0.02%––
Keystone Financial Group1,393$500.0K0.10%––
Brinker Capital Investments, LLC1,385$497.0K0.01%––
Lido Advisors, LLC1,378$495.0K0.01%––
Compton Capital Management Inc1,375$494.0K0.15%––
Perigon Wealth Management, LLC1,374$493.0K0.05%––
Fiduciary Trust Co1,369$492.0K0.01%––
Lingohr & Partner Asset Management GmbH1,369$491.0K1.23%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA1,358$487.5K0.71%––
Thomasville National Bank2,110$479.0K0.09%––
Signet Financial Management, LLC1,330$478.0K0.09%––
SG3 Management, LLC1,320$474.0K0.15%––
Farmers Trust Co1,313$472.0K0.11%––
Transcend Wealth Collective, LLC1,312$472.0K0.06%––
Fukoku Mutual Life Insurance Co1,300$467.0K0.04%––
Dixon Hubard Feinour & Brown Inc1,292$464.0K0.11%––
Cerity Partners LLC1,288$462.0K0.01%––
Douglass Winthrop Advisors, LLC1,275$458.0K0.01%––
Jump Financial, LLC1,271$457.0K0.04%––
Sutton Wealth Advisors Inc.1,269$455.5K0.18%––
Accredited Investors Inc.1,253$450.0K0.06%––
Ativo Capital Management LLC1,248$448.0K0.19%––
First Light Asset Management, LLC1,244$447.0K0.03%––
Charter Trust Co1,232$442.0K0.04%––
Sound View Wealth Advisors Group, LLC1,226$440.0K0.10%––
Citizens Financial Group Inc1,223$439.0K0.02%––
Rehmann Capital Advisory Group1,221$438.3K0.04%––
Bradley Foster & Sargent Inc1,213$435.0K0.01%––
Cresset Asset Management, LLC1,208$434.0K0.01%––
Proequities, Inc.1,207$433.0K0.03%––
Middleton & Co Inc1,200$431.0K0.05%––
Hourglass Capital, LLC1,200$431.0K0.11%––
Sound Income Strategies, LLC1,182$424.3K0.07%––
Pinnacle Wealth Planning Services, Inc.1,178$423.0K0.11%––
Virtue Capital Management, LLC1,178$423.0K0.10%––
First Financial Bank - Trust Division1,175$422.0K0.05%––
Money Concepts Capital Corp1,169$420.0K0.03%––
Gyon Technologies Capital Management, LP1,164$418.0K0.18%––
Indiana Trust & Investment Management CO1,163$417.0K0.22%––
Circle Wealth Management, LLC1,160$416.0K0.07%––
Belpointe Asset Management LLC1,157$415.0K0.04%––
Winton Group Ltd1,145$411.0K0.02%––
RFG Advisory, LLC1,146$411.0K0.04%––
Optimal Asset Management, Inc.2,561,233$409.0K0.05%––
Cypress Capital Group1,135$407.0K0.06%––
Cim Investment Mangement Inc1,131$406.0K0.13%––
Spectrum Management Group, LLC1,125$404.0K0.08%––
J.W. Cole Advisors, Inc.1,123$403.0K0.04%––
Altium Wealth Management LLC1,124$403.0K0.03%––
Everett Harris & Co1,120$402.0K0.01%––
Mission Wealth Management, LP1,121$402.0K0.02%––
Doyle Wealth Management1,118$401.0K0.04%––
Investors Financial Group, LLC1,118$401.0K0.23%––
Beaumont Financial Partners, LLC1,111$399.0K0.03%––
Bedel Financial Consulting, Inc.1,109$398.0K0.15%––
Patriot Financial Group Insurance Agency, LLC1,105$397.0K0.09%––
Chesapeake Wealth Management1,105$397.0K0.13%––
Capital Investment Advisory Services, LLC1,104$396.0K0.06%––
Dodge & Cox1,100$395.0K0.00%––
Citizens Business Bank1,100$395.0K0.06%––
J. W. Coons Advisors, LLC1,096$393.0K0.14%––
HBK Sorce Advisory LLC1,093$392.0K0.02%––
Asset Dedication, LLC1,096$391.0K0.09%––
Level Four Advisory Services, LLC1,086$390.0K0.03%––
Capula Management Ltd1,082$388.0K0.08%––
Newport Wealth Strategies, Inc.1,070$384.0K0.24%––
Stony Point Wealth Management Inc.1,064$382.0K0.27%––
Mid Atlantic Financial Management Inc1,055$379.0K0.03%––
Wealth Management Associates, Inc.1,053$378.0K0.24%––
Trustmark National Bank Trust Department1,052$378.0K0.03%––
Moloney Securities Asset Management, LLC1,052$378.0K0.07%––
Buckingham Strategic Wealth, LLC1,050$377.0K0.02%––
Beirne Wealth Consulting Services, LLC1,050$377.0K0.22%––
Venture Visionary Partners LLC1,046$375.0K0.03%––
Burke & Herbert Bank & Trust Co1,040$373.0K0.26%––
Prospera Financial Services Inc1,034$371.0K0.02%––
Independent Financial Group, LLC1,028$369.1K0.05%––
Hengehold Capital Management LLC1,029$369.0K0.05%––
Centiva Capital, LP1,013$364.0K0.05%––
Gladstone Institutional Advisory LLC1,012$363.0K0.06%––
Bartlett & Co. Wealth Management LLC1,007$361.5K0.01%––
Bartlett & Co. LLC1,007$361.0K0.01%––
WealthStone, Inc.1,003$360.0K0.13%––
BT Wealth Management LLC1,000$359.0K0.12%––
Harbor Group, Inc.941$357.0K0.24%––
Cedar Wealth Management, LLC991$356.0K0.18%––
Tandem Investment Advisors, Inc.990$355.0K0.03%––
Pure Financial Advisors, Inc.980$352.0K0.03%––
Kovack Advisors, Inc.971$348.0K0.05%––
Ascent Wealth Partners, LLC963$346.0K0.08%––
Berkshire Asset Management LLC960$345.0K0.03%––
Pinnacle Wealth Management Advisory Group, LLC961$345.0K0.10%––
Sierra Capital LLC960$345.0K0.06%––
Trustcore Financial Services, LLC949$341.0K0.04%––
Emerald Advisors, LLC950$341.0K0.12%––
HM Payson & Co939$337.0K0.01%––