Skip to main content
Livermore
Livermore
ZHEN

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.

Q2 2021 vs. Q1 2021

How the institutions holding Elevance Health, Inc. changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of ELV: Q1 2021 compared with Q2 2021
MeasureQ1 2021Of which not filed for Q2 2021Q2 2021Change
Holders1,215141,239+38
Shares220.3M1.13M216.9M−2.34M (−1.1%)
Value$78.2B$404.8M$82.8B+$5.02B (+6.4%)

14 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (110)

Institutions that held Elevance Health, Inc. at the end of Q2 2021 but not at the end of Q1 2021.

Showing the largest 100 of 110 by value.

Institutions new to ELV in Q2 2021
InstitutionSharesValue% of portfolio
Amundi776,803$296.6M0.21%
Mn Services Vermogensbeheer B.V.179,600$57.8M0.45%
Harbor Spring Capital, LLC69,000$26.3M3.35%
Border to Coast Pensions Partnership Ltd41,435$15.9M0.56%
Balyasny Asset Management LLC24,878$9.50M0.05%
McKinley Capital Management LLC /Delaware18,810$7.18M0.50%
Sabadell Asset Management, S.A S.G.I.I.C10,910$4.17M0.72%
Sepio Capital, LP10,905$4.16M0.35%
Tudor Investment Corp Et Al10,852$4.14M0.08%
Weiss Asset Management LP9,120$3.48M0.10%
Altrinsic Global Advisors LLC8,100$3.09M0.09%
AMJ Financial Wealth Management6,876$2.63M1.14%
Trexquant Investment LP6,487$2.48M0.21%
Arrowstreet Capital, Limited Partnership6,400$2.44M0.00%
Capstone Investment Advisors, LLC4,747$1.81M0.04%
Group One Trading, L.P.4,373$1.67M0.03%
Algert Global LLC4,069$1.55M0.52%
Legato Capital Management LLC4,005$1.53M0.22%
Dynamic Technology Lab Private Ltd3,787$1.45M0.15%
Strategy Asset Managers LLC3,588$1.37M0.29%
Quantbot Technologies LP3,344$1.28M0.10%
Teza Capital Management LLC3,156$1.21M0.20%
Prelude Capital Management, LLC3,147$1.20M0.07%
Simplex Trading, LLC3,000$1.15M0.04%
Kiwi Wealth Investments Limited Partnership2,837$1.08M0.06%
Inscription Capital, LLC2,520$962.0K0.11%
Wealth Advisory Solutions, LLC2,324$887.0K0.21%
Deseret Mutual Benefit Administrators2,305$880.0K0.21%
Quantedge Capital Pte Ltd2,300$878.0K0.42%
Paloma Partners Management Co2,237$854.0K0.02%
Engineers Gate Manager LP2,072$791.0K0.05%
Kemnay Advisory Services Inc.2,041$779.0K0.09%
Vanguard Capital Wealth Advisors2,033$776.0K0.59%
Maven Securities LTD1,790$683.0K0.07%
Pinnacle Wealth Advisors1,733$661.0K0.03%
NuWave Investment Management, LLC1,617$617.0K0.69%
Calamos Wealth Management LLC1,503$574.0K0.04%
Krane Funds Advisors LLC1,416$541.0K0.02%
Alpha Paradigm Partners, LLC1,282$489.0K0.18%
PNC Managed Account Solutions, Inc.1,241$474.0K0.09%
Machina Capital S.A.S.1,214$464.0K0.79%
Exencial Wealth Advisors, LLC1,050$401.0K0.02%
Capital Financial Planning, LLC1,026$392.0K0.15%
Y-Intercept (Hong Kong) Ltd1,024$391.0K0.10%
LMR Partners LLP949$362.0K0.01%
Burns Matteson Capital Management, LLC937$357.7K0.28%
Cable Hill Partners, LLC910$347.0K0.08%
Echo Street Capital Management LLC865$330.0K0.00%
Canal Capital Management, LLC807$308.0K0.09%
Brightworth790$302.0K0.03%
DRW Securities, LLC775$296.0K0.04%
Engine No. 1 LLC776$296.0K0.08%
Chicago Trust Co NA763$291.0K0.07%
Ritholtz Wealth Management754$288.0K0.02%
Claybrook Capital, LLC712$272.0K0.09%
Exchange Traded Concepts, LLC691$264.0K0.01%
Neo Ivy Capital Management683$261.0K0.26%
Wealthsource Partners, LLC666$254.0K0.02%
Childress Capital Advisors, LLC662$252.0K0.11%
Laurion Capital Management LP624$238.0K0.00%
Sage Mountain Advisors LLC617$236.0K0.04%
Humankind Investments LLC605$231.0K0.11%
Wintrust Investments LLC600$229.0K0.02%
Summit Place Financial Advisors, LLC600$229.0K0.17%
Balentine LLC563$215.0K0.01%
Old Port Advisors543$215.0K0.08%
Brendel Financial Advisors LLC562$215.0K0.12%
Sustainable Insight Capital Management, LLC558$213.0K0.13%
Walter & Keenan Financial Consulting Co555$212.0K0.07%
Waddell & Associates, LLC554$212.0K0.04%
Hilltop Holdings Inc.550$210.0K0.02%
Bridgeworth, LLC549$210.0K0.06%
Quantamental Technologies LLC551$210.0K0.19%
Gerber Kawasaki Wealth & Investment Management550$209.0K0.02%
St Germain D J Co Inc544$208.0K0.01%
Northeast Investment Management546$208.0K0.01%
McKinley Carter Wealth Services, Inc.542$207.0K0.02%
Samalin Investment Counsel, LLC540$207.0K0.13%
CCG Wealth Management, LLC538$205.0K0.16%
Calton & Associates, Inc.532$204.0K0.04%
Successful Portfolios LLC531$203.0K0.12%
Strategic Wealth Designers531$203.0K0.07%
Marotta Asset Management523$200.7K0.05%
Eagle Bay Advisors LLC481$186.0K0.15%
Red Door Wealth Management, LLC444$169.0K0.07%
Strategic Blueprint, LLC399$152.0K0.02%
Walleye Trading LLC393$150.0K0.00%
Hexavest Inc.324$124.0K0.01%
Loring Wolcott & Coolidge Fiduciary Advisors LLP282$108.0K0.00%
MBM Wealth Consultants, LLC276$105.0K0.05%
Parisi Gray Wealth Management271$103.0K0.04%
TD Ameritrade Investment Management, LLC202$77.0K0.00%
Rede Wealth, LLC157$60.0K0.03%
Eubel Brady & Suttman Asset Management Inc138$50.0K0.00%
Addison Advisors LLC127$48.0K0.04%
BBVA USA111$42.0K0.00%
Itau Unibanco Holding S.A.84$32.0K0.00%
Castleview Partners, LLC78$30.0K0.01%
Sterling Financial Planning, Inc.75$29.0K0.02%
Emfo, LLC70$27.0K0.02%

Sold out (72)

Institutions that held Elevance Health, Inc. at the end of Q1 2021 and filed for Q2 2021 without it.

Institutions that sold out of ELV in Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Naya Capital Management UK Ltd616,941$221.5M
Southpoint Capital Advisors LP500,000$179.5M
Hitchwood Capital Management LP110,000$39.5M
Bloom Tree Partners, LLC100,048$35.9M
HealthCor Management, L.P.91,760$32.9M
Capital Fund Management S.A.67,601$24.3M
Worldquant Millennium Advisors LLC62,709$22.5M
Omers Administration Corp28,571$10.3M
Banco de Sabadell, S.A26,362$9.60M
Cunning Capital Partners, LP15,600$5.60M
Wealth Enhancement Advisory Services, LLC14,510$5.11M
PointState Capital LP13,600$4.88M
Brick & Kyle, Associates13,450$4.78M
Cornercap Investment Counsel Inc11,249$4.04M
Distillate Capital Partners LLC11,017$3.96M
LS Investment Advisors, LLC8,937$3.21M
Ellsworth Advisors, LLC8,682$3.12M
Alaska Permanent Fund Corp8,600$3.09M
Wolverine Trading, LLC6,704$2.44M
Virtu Financial LLC5,944$2.13M
Connacht Asset Management LP5,092$1.83M
Caas Capital Management LP4,929$1.77M
Roof Eidam & Maycock4,685$1.68M
Phoenix Holdings Ltd.4,015$1.45M
Wealthstreet Investment Advisors, LLC3,827$1.37M
M Holdings Securities, Inc.3,721$1.34M
Sciencast Management LP3,524$1.25M
Schonfeld Strategic Advisors LLC3,441$1.24M
Wealthspire Advisors, LLC3,236$1.16M
Aigen Investment Management, LP2,729$980.0K
AIA Group Ltd2,594$931.0K
Apollon Wealth Management, LLC2,350$844.0K
Edgestream Partners, L.P.2,088$749.0K
Sowell Financial Services LLC1,538$598.0K
XTX Topco Ltd1,561$560.0K
ETF Managers Group, LLC1,468$534.0K
Heron Bay Capital Management1,435$515.0K
Signet Financial Management, LLC1,330$478.0K
Jump Financial, LLC1,271$457.0K
Optimal Asset Management, Inc.2,561,233$409.0K
Centiva Capital, LP1,013$364.0K
BT Wealth Management LLC1,000$359.0K
Two Sigma Securities, LLC911$327.0K
Private Portfolio Partners LLC894$320.9K
Bel Air Investment Advisors LLC833$299.0K
Fox Run Management, L.L.C.702$252.0K
XR Securities LLC686$246.0K
Town & Country Bank & Trust CO dba First Bankers Trust CO680$244.0K
Avalon Investment & Advisory676$243.0K
Everhart Financial Group, Inc.610$219.0K
Webster Bank, N. A.507$182.0K
RMR Wealth Builders428$154.0K
Grant Street Asset Management, Inc.395$142.0K
Sage Financial Management Group, Inc.272$98.0K
Human Investing LLC253$91.0K
Mascoma Wealth Management LLC240$86.0K
Atlas Private Wealth Management235$84.0K
Eudaimonia Partners, LLC229$82.0K
Credit Agricole S A200$72.0K
Certified Advisory Corp161$58.0K
Sun Life Financial INC144$52.0K
Wealthcare Capital Management LLC127$46.0K
Allred Capital Management, LLC77$27.6K
RWM Asset Management, LLC69$25.0K
Meridian Wealth Partners, LLC49$18.0K
RBA Wealth Management, LLC40$14.4K
Northwest Investment Counselors, LLC39$14.0K
Crescent Capital Consulting, LLC19$7.00K
MPS Loria Financial Planners, LLC21$7.00K
American Research & Management Co.15$5.00K
Grandview Asset Management LLC7$3.00K
Credential Qtrade Securities Inc.2$717

Not filed for Q2 2021 yet (14)

Institutions that held Elevance Health, Inc. at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ELV in Q1 2021 that haven't filed for Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Amundi Asset Management US, Inc.756,900$271.7M
Waddell & Reed Financial Inc326,995$117.4M
Bokf, NA29,583$10.6M
Employers Holdings, Inc.3,965$1.42M
OneAscent Wealth Management LLC3,181$1.14M
OneAscent Financial Services LLC1,446$519.0K
BBVA USA Bancshares, Inc.1,398$502.0K
Money Concepts Capital Corp1,169$420.0K
WealthStone, Inc.1,003$360.0K
Sullivan, Bruyette, Speros & Blaney, LLC745$267.0K
E Fund Management Co., Ltd.715$257.0K
Rikoon Group, LLC580$208.0K
Tompkins Financial Corp50$18.0K
CSat Investment Advisory, L.P.27$10.0K