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, 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,615 | $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 | 1,702 | $107.2B |
| Q2 2024 | 1,712 | $112.7B |
| Q1 2024 | 1,672 | $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 | 1,550 | $108.8B |
| Q3 2022 | 1,448 | $97.0B |
| Q2 2022 | 1,443 | $103.2B |
| Q1 2022 | 1,423 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 1,236,885 | $472.2M | 0.42% | +55,435+4.7% | Added |
| Goldman Sachs Group Inc | 1,260,969 | $481.4M | 0.13% | −427,183−25.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,271,042 | $485.3M | 0.16% | +21,557+1.7% | Added |
| Putnam Investments LLC | 1,272,741 | $485.9M | 0.76% | +1,126,903+772.7% | Added |
| JPMorgan Chase & Co | 1,324,283 | $505.6M | 0.06% | +278,826+26.7% | Added |
| EdgePoint Investment Group Inc. | 1,326,661 | $506.5M | 3.85% | +803,710+153.7% | Added |
| Newport Trust Co | 1,396,768 | $533.3M | 1.35% | −31,492−2.2% | Reduced |
| Morgan Stanley | 1,568,625 | $598.9M | 0.08% | +113,659+7.8% | Added |
| Franklin Resources Inc | 1,696,920 | $647.9M | 0.25% | −58,821−3.4% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,812,781 | $692.1M | 2.22% | +163,444+9.9% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 1,844,001 | $704.0M | 6.24% | +672,156+57.4% | Added |
| Legal & General Group Plc | 1,901,289 | $725.9M | 0.24% | +61,658+3.4% | Added |
| First Eagle Investment Management, LLC | 1,954,383 | $746.2M | 1.87% | −25,673−1.3% | Reduced |
| Bank of New York Mellon Corp | 2,083,204 | $795.4M | 0.15% | −19,785−0.9% | Reduced |
| Boston Partners | 2,099,773 | $801.8M | 1.02% | +3900.0% | Added |
| Nordea Investment Management AB | 2,104,897 | $803.6M | 1.08% | −42,950−2.0% | Reduced |
| Orbis Allan Gray Ltd | 2,145,610 | $819.2M | 5.18% | −321,677−13.0% | Reduced |
| Invesco Ltd. | 2,284,035 | $872.0M | 0.21% | −162,937−6.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 2,452,344 | $936.3M | 2.86% | −156,294−6.0% | Reduced |
| Dimensional Fund Advisors LP | 2,507,127 | $957.2M | 0.30% | −151,013−5.7% | Reduced |
| Nuveen Asset Management, LLC | 2,518,235 | $961.5M | 0.29% | −64,040−2.5% | Reduced |
| Norges Bank | 2,567,245 | $980.2M | 0.21% | −134,988−5.0% | Reduced |
| Northern Trust Corp | 2,585,139 | $987.0M | 0.17% | −100,302−3.7% | Reduced |
| Eagle Capital Management LLC | 2,625,808 | $1.00B | 2.86% | +404,811+18.2% | Added |
| Artisan Partners Limited Partnership | 3,255,532 | $1.24B | 1.49% | −107,155−3.2% | Reduced |
| Alliancebernstein L.P. | 3,399,742 | $1.30B | 0.52% | −298,002−8.1% | Reduced |
| Sanders Capital, LLC | 3,646,220 | $1.39B | 3.16% | +140,273+4.0% | Added |
| Bank of America Corp | 3,755,831 | $1.43B | 0.16% | +31,812+0.9% | Added |
| Geode Capital Management, LLC | 3,961,010 | $1.51B | 0.21% | +171,787+4.5% | Added |
| Baillie Gifford & Co | 4,030,334 | $1.54B | 0.75% | +106,248+2.7% | Added |
| Capital International Investors | 4,623,202 | $1.77B | 0.40% | +258,720+5.9% | Added |
| FMR LLC | 6,951,390 | $2.65B | 0.21% | +74,543+1.1% | Added |
| State Street Corp | 10,545,874 | $4.03B | 0.21% | +150,930+1.5% | Added |
| Wellington Management Group LLP | 10,701,765 | $4.09B | 0.68% | −103,067−1.0% | Reduced |
| Price T Rowe Associates Inc | 12,200,199 | $4.66B | 0.43% | −486,365−3.8% | Reduced |
| Vanguard Group Inc | 18,910,421 | $7.22B | 0.18% | +65,981+0.4% | Added |
| BlackRock Inc. | 21,568,549 | $8.23B | 0.23% | −538,279−2.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,221 | – | – | +334+11.6% | Added |
| Sofos Investments, Inc. | 8 | – | – | +8 | New |
| Naya Capital Management UK Ltd | 0 | $0 | 0.00% | −616,941−100.0% | Sold out |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Hitchwood Capital Management LP | 0 | $0 | 0.00% | −110,000−100.0% | Sold out |
| Bloom Tree Partners, LLC | 0 | $0 | 0.00% | −100,048−100.0% | Sold out |
| HealthCor Management, L.P. | 0 | $0 | 0.00% | −91,760−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −67,601−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −62,709−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −28,571−100.0% | Sold out |
| Banco de Sabadell, S.A | 0 | $0 | 0.00% | −26,362−100.0% | Sold out |
| Cunning Capital Partners, LP | 0 | $0 | 0.00% | −15,600−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −14,510−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| Brick & Kyle, Associates | 0 | $0 | 0.00% | −13,450−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −11,249−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −11,017−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −8,937−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −8,682−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −8,600−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −6,704−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,944−100.0% | Sold out |
| Connacht Asset Management LP | 0 | $0 | 0.00% | −5,092−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −4,929−100.0% | Sold out |
| Roof Eidam & Maycock | 0 | $0 | 0.00% | −4,685−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −4,015−100.0% | Sold out |
| Wealthstreet Investment Advisors, LLC | 0 | $0 | 0.00% | −3,827−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −3,721−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −3,524−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −3,441−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −3,236−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,729−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −2,594−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −2,350−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −2,088−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −1,538−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,561−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −1,468−100.0% | Sold out |
| Heron Bay Capital Management | 0 | $0 | 0.00% | −1,435−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −1,330−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,271−100.0% | Sold out |
| Optimal Asset Management, Inc. | 0 | $0 | 0.00% | −2,561,233−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,013−100.0% | Sold out |
| BT Wealth Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −911−100.0% | Sold out |
| Private Portfolio Partners LLC | 0 | $0 | 0.00% | −894−100.0% | Sold out |
| Bel Air Investment Advisors LLC | 0 | $0 | 0.00% | −833−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −702−100.0% | Sold out |
| XR Securities LLC | 0 | $0 | 0.00% | −686−100.0% | Sold out |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0 | $0 | 0.00% | −680−100.0% | Sold out |
| Avalon Investment & Advisory | 0 | $0 | 0.00% | −676−100.0% | Sold out |
| Everhart Financial Group, Inc. | 0 | $0 | 0.00% | −610−100.0% | Sold out |
| Webster Bank, N. A. | 0 | $0 | 0.00% | −507−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −428−100.0% | Sold out |
| Grant Street Asset Management, Inc. | 0 | $0 | 0.00% | −395−100.0% | Sold out |
| Sage Financial Management Group, Inc. | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| Human Investing LLC | 0 | $0 | 0.00% | −253−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Atlas Private Wealth Management | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −229−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Certified Advisory Corp | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Sun Life Financial INC | 0 | $0 | 0.00% | −144−100.0% | Sold out |