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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, 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
Q1 2021: 1,215 institutionsQ2 2021: 1,239 institutionsQ3 2021: 1,221 institutionsQ4 2021: 1,375 institutionsQ1 2022: 1,424 institutionsQ2 2022: 1,444 institutionsQ3 2022: 1,449 institutionsQ4 2022: 1,551 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,673 institutionsQ2 2024: 1,713 institutionsQ3 2024: 1,703 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 heldQ2 2021: $82.8B
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 20241,703$107.2B
Q2 20241,713$112.7B
Q1 20241,673$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,551$108.8B
Q3 20221,449$97.0B
Q2 20221,444$103.2B
Q1 20221,424$105.7B
Q4 20211,375$99.3B
Q3 20211,221$80.6B
Q2 20211,239$82.8B
Q1 20211,215$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
InstitutionSharesValue% of portfolioChange in sharesAction
Tarbox Family Office, Inc.114$44.0K0.01%00.0%Unchanged
MCF Advisors LLC114$44.0K0.00%00.0%Unchanged
Piscataqua Savings Bank114$44.0K0.04%00.0%Unchanged
Key Financial Inc116$45.0K0.03%00.0%Unchanged
West Paces Advisors Inc.122$46.6K0.02%−18−12.9%Reduced
Jones Financial Companies LLLP123$47.0K0.00%−70−36.3%Reduced
Addison Advisors LLC127$48.0K0.04%+127New
Solstein Capital, LLC130$50.0K0.06%00.0%Unchanged
Eubel Brady & Suttman Asset Management Inc138$50.0K0.00%+138New
First Horizon Corp140$53.0K0.00%−2,455−94.6%Reduced
Ninety One SA (PTY) Ltd146$56.0K0.02%+12+9.0%Added
Optimum Investment Advisors150$57.0K0.02%00.0%Unchanged
Highlander Capital Management, LLC150$57.0K0.03%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.150$57.0K0.03%00.0%Unchanged
Tacita Capital Inc150$57.0K0.03%00.0%Unchanged
Rede Wealth, LLC157$60.0K0.03%+157New
AllSquare Wealth Management LLC160$61.0K0.04%00.0%Unchanged
Financial Enhancement Group LLC174$66.0K0.01%00.0%Unchanged
AlphaMark Advisors, LLC175$67.0K0.02%00.0%Unchanged
Coastal Capital Group, Inc.175$67.0K0.02%00.0%Unchanged
First Command Bank180$69.0K0.01%00.0%Unchanged
First Command Financial Services, Inc.180$69.0K0.01%00.0%Unchanged
Brewin Dolphin Ltd185$70.6K0.00%00.0%Unchanged
Enterprise Financial Services Corp188$71.0K0.01%00.0%Unchanged
KB Financial Partners, LLC197$75.0K0.03%−1−0.5%Reduced
Selective Wealth Management, Inc.198$76.0K0.06%00.0%Unchanged
Ritter Daniher Financial Advisory, LLC202$77.0K0.06%00.0%Unchanged
TD Ameritrade Investment Management, LLC202$77.0K0.00%+202New
Plante Moran Financial Advisors, LLC204$78.0K0.02%+14+7.4%Added
Independence Bank of Kentucky207$79.0K0.03%+21+11.3%Added
Lindbrook Capital, LLC219$84.0K0.02%00.0%Unchanged
Toth Financial Advisory Corp225$86.0K0.01%00.0%Unchanged
SOA Wealth Advisors, LLC.226$86.0K0.02%+93+69.9%Added
Stuart Chaussee & Associates, Inc.232$89.0K0.04%00.0%Unchanged
Investors Research Corp235$90.0K0.03%00.0%Unchanged
Gemmer Asset Management LLC242$92.0K0.01%+4+1.7%Added
Vectors Research Management, LLC243$93.0K0.02%−18−6.9%Reduced
Wolff Wiese Magana LLC247$94.0K0.07%+76+44.4%Added
Monetary Management Group Inc250$95.0K0.03%00.0%Unchanged
West Oak Capital, LLC250$95.0K0.04%00.0%Unchanged
Valley National Advisers Inc251$96.0K0.02%00.0%Unchanged
Silvant Capital Management LLC257$98.0K0.02%00.0%Unchanged
Psagot Investment House Ltd.264$101.0K0.00%00.0%Unchanged
Atticus Wealth Management, LLC265$101.0K0.04%00.0%Unchanged
Parisi Gray Wealth Management271$103.0K0.04%+271New
MBM Wealth Consultants, LLC276$105.0K0.05%+276New
Archer Investment Corp276$105.4K0.04%00.0%Unchanged
Private Capital Group, LLC283$108.0K0.02%+15+5.6%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP282$108.0K0.00%+282New
Smithfield Trust Co303$115.0K0.01%00.0%Unchanged
Jacobi Capital Management LLC317$121.0K0.02%+32+11.2%Added
Hexavest Inc.324$124.0K0.01%+324New
Private Ocean, LLC328$125.0K0.02%+5+1.5%Added
Trust Co333$127.0K0.09%00.0%Unchanged
Kings Point Capital Management335$128.0K0.01%00.0%Unchanged
Northern Oak Wealth Management Inc341$130.0K0.02%00.0%Unchanged
Center for Financial Planning, Inc.349$133.0K0.03%00.0%Unchanged
Delta Asset Management LLC360$137.0K0.01%00.0%Unchanged
Security National Trust Co370$141.0K0.03%00.0%Unchanged
CVA Family Office, LLC375$143.0K0.04%+90+31.6%Added
Larson Financial Group LLC393$150.0K0.03%+226+135.3%Added
Walleye Trading LLC393$150.0K0.00%+393New
Strategic Blueprint, LLC399$152.0K0.02%+399New
AdvisorNet Financial, Inc400$153.0K0.01%00.0%Unchanged
Islay Capital Management, LLC407$155.0K0.13%00.0%Unchanged
FourThought Financial, LLC408$155.0K0.02%00.0%Unchanged
TCI Wealth Advisors, Inc.407$155.0K0.03%+21+5.4%Added
Cohen & Steers, Inc.421$161.0K0.00%00.0%Unchanged
Arkadios Wealth Advisors430$164.0K0.02%+124+40.5%Added
Harvest Fund Management Co., Ltd437$167.0K0.02%+87+24.9%Added
NEXT Financial Group, Inc439$168.0K0.01%−146−25.0%Reduced
Red Door Wealth Management, LLC444$169.0K0.07%+444New
Glassman Wealth Services446$170.0K0.04%−66−12.9%Reduced
Montag A & Associates Inc457$174.0K0.01%−29−6.0%Reduced
Carroll Financial Associates, Inc.458$174.0K0.01%+3+0.7%Added
Manchester Capital Management LLC476$182.0K0.03%00.0%Unchanged
Eagle Bay Advisors LLC481$186.0K0.15%+481New
First Bank & Trust490$187.0K0.09%+38+8.4%Added
Creative Financial Designs Inc501$191.0K0.03%00.0%Unchanged
Parkside Financial Bank & Trust499$191.0K0.06%+11+2.3%Added
DB Wealth Management Group, LLC503$192.0K0.12%00.0%Unchanged
Assetmark, Inc517$197.0K0.00%+18+3.6%Added
Marotta Asset Management523$200.7K0.05%+523New
Successful Portfolios LLC531$203.0K0.12%+531New
Strategic Wealth Designers531$203.0K0.07%+531New
Calton & Associates, Inc.532$204.0K0.04%+532New
CCG Wealth Management, LLC538$205.0K0.16%+538New
McKinley Carter Wealth Services, Inc.542$207.0K0.02%+542New
Samalin Investment Counsel, LLC540$207.0K0.13%+540New
St Germain D J Co Inc544$208.0K0.01%+544New
Northeast Investment Management546$208.0K0.01%+546New
Gerber Kawasaki Wealth & Investment Management550$209.0K0.02%+550New
Hilltop Holdings Inc.550$210.0K0.02%+550New
Bridgeworth, LLC549$210.0K0.06%+549New
Quantamental Technologies LLC551$210.0K0.19%+551New
Allegheny Financial Group LTD554$212.0K0.10%−5−0.9%Reduced
Walter & Keenan Financial Consulting Co555$212.0K0.07%+555New
Waddell & Associates, LLC554$212.0K0.04%+554New
Sustainable Insight Capital Management, LLC558$213.0K0.13%+558New
Benjamin F. Edwards & Company, Inc.561$214.0K0.01%+64+12.9%Added