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; 1,614 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, Q2 2021

Institutional positions in Elevance Health, Inc. as of Jun 30, 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: 1,239; +38 vs. Q1 2021
Shares held: 216.9M; −2.34M (−1.1%) vs. Q1 2021
Total value: $82.8B; +$5.02B (+6.4%) vs. Q1 2021
New holders: 110; 428 more added
Sold out: 72; 450 more reduced

14 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 1,239 institutions

Value heldQ2 2021: $82.8B

Institutions holding ELV and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,614	$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	1,703	$107.2B
Q2 2024	1,713	$112.7B
Q1 2024	1,673	$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	1,551	$108.8B
Q3 2022	1,449	$97.0B
Q2 2022	1,444	$103.2B
Q1 2022	1,424	$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, Q2 2021

Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q1 2021.

Institutions holding ELV in Q2 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
Lenox Wealth Advisors, LLC	1	$0	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	–	$763	0.00%	–	New
FormulaFolio Investments, LLC	3	$1.00K	0.00%	–	–
Avion Wealth	3	$1.00K	0.00%	00.0%	Unchanged
Bellwether Advisors, LLC	4	$1.00K	0.00%	00.0%	Unchanged
TFC Financial Management	2	$1.00K	0.00%	00.0%	Unchanged
C M Bidwell & Associates Ltd	3	$1.00K	0.00%	+3	New
Savior LLC	6	$2.00K	0.00%	−17−73.9%	Reduced
JNBA Financial Advisors	5	$2.00K	0.00%	00.0%	Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	7	$2.00K	0.00%	00.0%	Unchanged
Gradient Investments LLC	4	$2.00K	0.00%	00.0%	Unchanged
Standard Family Office LLC	4	$2.00K	0.00%	00.0%	Unchanged
Liberty Wealth Management LLC	4	$2.00K	0.00%	+4	New
Thomas White International Ltd	8	$3.00K	0.00%	00.0%	Unchanged
BDO Wealth Advisors, LLC	8	$3.00K	0.00%	00.0%	Unchanged
Cypress Capital, LLC	8	$3.00K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	9	$3.00K	0.00%	00.0%	Unchanged
Rockbridge Investment Management, LCC	9	$3.00K	0.00%	00.0%	Unchanged
Heritage Wealth Management, LLC	10	$4.00K	0.00%	00.0%	Unchanged
McCarthy Asset Management, Inc.	10	$4.00K	0.00%	00.0%	Unchanged
Lee Financial Co	10	$4.00K	0.00%	+10	New
NVWM, LLC	13	$5.00K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	12	$5.00K	0.00%	00.0%	Unchanged
Prentice Wealth Management LLC	12	$5.00K	0.00%	00.0%	Unchanged
USA Financial Portformulas Corp	15	$6.00K	0.01%	−23−60.5%	Reduced
Mark Sheptoff Financial Planning, LLC	16	$6.00K	0.00%	00.0%	Unchanged
Hoover Financial Advisors, Inc.	16	$6.00K	0.00%	+16	New
Financial Perspectives, Inc	16	$6.11K	0.00%	−5,727−99.7%	Reduced
Globeflex Capital L P	18	$7.00K	0.00%	00.0%	Unchanged
Motco	18	$7.00K	0.00%	+18	New
McIlrath & Eck, LLC	20	$8.00K	0.00%	00.0%	Unchanged
HHM Wealth Advisors, LLC	20	$8.00K	0.00%	00.0%	Unchanged
JFS Wealth Advisors, LLC	23	$9.00K	0.00%	00.0%	Unchanged
Capital Advisory Group Advisory Services, LLC	23	$9.00K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	26	$9.93K	0.00%	00.0%	Unchanged
Sugarloaf Wealth Management, LLC	25	$10.0K	0.00%	−225−90.0%	Reduced
Front Row Advisors LLC	27	$10.0K	0.00%	−34−55.7%	Reduced
Glen Eagle Advisors, LLC	27	$10.3K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	29	$11.0K	0.00%	−7−19.4%	Reduced
NewSquare Capital LLC	28	$11.0K	0.00%	00.0%	Unchanged
Tortoise Investment Management, LLC	28	$11.0K	0.00%	00.0%	Unchanged
Accel Wealth Management	29	$11.0K	0.01%	00.0%	Unchanged
Norway Savings Bank	31	$12.0K	0.01%	+31	New
Crewe Advisors LLC	34	$13.0K	0.00%	00.0%	Unchanged
Rock Creek Group, LP	36	$14.0K	0.00%	−80−69.0%	Reduced
Systematic Financial Management LP	36	$14.0K	0.00%	00.0%	Unchanged
Newbridge Financial Services Group, Inc.	36	$14.0K	0.01%	00.0%	Unchanged
Howe & Rusling Inc	40	$15.0K	0.00%	00.0%	Unchanged
Filbrandt Wealth Management, LLC	40	$15.0K	0.01%	00.0%	Unchanged
Old North State Trust, LLC	39	$15.0K	0.01%	+14+56.0%	Added
Global Financial Private Client, LLC	41	$15.7K	0.01%	00.0%	Unchanged
MV Capital Management, Inc.	43	$16.0K	0.00%	+37+616.7%	Added
Carmichael Hill & Associates, Inc.	45	$17.0K	0.01%	−2−4.3%	Reduced
JJJ Advisors Inc.	45	$17.0K	0.01%	00.0%	Unchanged
WealthShield Partners, LLC	44	$17.0K	0.00%	00.0%	Unchanged
Baystate Wealth Management LLC	51	$19.0K	0.00%	+1+2.0%	Added
Cribstone Capital Management, LLC	50	$19.0K	0.01%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	51	$19.0K	0.00%	00.0%	Unchanged
BerganKDV Wealth Management, LLC	52	$20.0K	0.00%	00.0%	Unchanged
Alaethes Wealth LLC	56	$21.0K	0.02%	+56	New
TD Capital Management LLC	57	$22.0K	0.00%	00.0%	Unchanged
Focused Wealth Management, Inc	57	$22.0K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	61	$23.0K	0.01%	−13−17.6%	Reduced
Fieldpoint Private Securities, LLC	64	$24.0K	0.01%	00.0%	Unchanged
Allworth Financial LP	66	$25.0K	0.00%	−344−83.9%	Reduced
Field & Main Bank	65	$25.0K	0.02%	−10−13.3%	Reduced
Ogorek Anthony Joseph	68	$25.0K	0.01%	00.0%	Unchanged
Financial Management Professionals, Inc.	66	$25.0K	0.01%	00.0%	Unchanged
Acima Private Wealth, LLC	66	$25.0K	0.01%	00.0%	Unchanged
Trust Co of Vermont	67	$26.0K	0.00%	00.0%	Unchanged
Vigilant Capital Management, LLC	68	$26.0K	0.00%	+10+17.2%	Added
Johnson Financial Group, Inc.	68	$26.0K	0.00%	+68	New
Laurel Wealth Advisors LLC	70	$27.0K	0.01%	00.0%	Unchanged
Emfo, LLC	70	$27.0K	0.02%	+70	New
Charter Oak Capital Management, LLC	75	$29.0K	0.00%	−236−75.9%	Reduced
Proffitt & Goodson Inc	76	$29.0K	0.01%	−20−20.8%	Reduced
Pinnacle Bancorp, Inc.	75	$29.0K	0.01%	00.0%	Unchanged
Resolute Partners Group	77	$29.0K	0.00%	+13+20.3%	Added
Point72 Hong Kong Ltd	75	$29.0K	0.00%	+24+47.1%	Added
Sterling Financial Planning, Inc.	75	$29.0K	0.02%	+75	New
Castleview Partners, LLC	78	$30.0K	0.01%	+78	New
CenterStar Asset Management, LLC	–	$31.0K	0.03%	–	–
Hartford Financial Management Inc.	80	$31.0K	0.01%	00.0%	Unchanged
Itau Unibanco Holding S.A.	84	$32.0K	0.00%	+84	New
Evolution Wealth Advisors, LLC	98	$37.0K	0.01%	−6−5.8%	Reduced
Prestige Wealth Management Group LLC	97	$37.0K	0.01%	−1−1.0%	Reduced
Farmers & Merchants Investments Inc	98	$37.0K	0.00%	+23+30.7%	Added
Simon Quick Advisors, LLC	98	$37.0K	0.01%	+50+104.2%	Added
First Financial Corp	99	$38.0K	0.03%	00.0%	Unchanged
Arcadia Investment Management Corp	100	$38.0K	0.01%	00.0%	Unchanged
Sonora Investment Management, LLC	100	$38.0K	0.00%	00.0%	Unchanged
Ancora Advisors, LLC	103	$39.0K	0.00%	−4−3.7%	Reduced
IAG Wealth Partners, LLC	104	$40.0K	0.01%	00.0%	Unchanged
Burleson & Company, LLC	104	$40.0K	0.01%	00.0%	Unchanged
Jackson, Grant Investment Advisers, Inc.	105	$40.0K	0.02%	+10+10.5%	Added
Evoke Wealth, LLC	108	$41.0K	0.00%	−13−10.7%	Reduced
Thompson Siegel & Walmsley LLC	110	$42.0K	0.00%	−25−18.5%	Reduced
BBVA USA	111	$42.0K	0.00%	+111	New
M&R Capital Management Inc	115	$43.0K	0.01%	00.0%	Unchanged
Hanson & Doremus Investment Management	165	$44.0K	0.01%	00.0%	Unchanged