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 | 1,703 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CPWM, LLC | 564 | $215.0K | 0.02% | −30−5.1% | Reduced |
| Balentine LLC | 563 | $215.0K | 0.01% | +563 | New |
| Old Port Advisors | 543 | $215.0K | 0.08% | +543 | New |
| Brendel Financial Advisors LLC | 562 | $215.0K | 0.12% | +562 | New |
| Fairhaven Wealth Management, LLC | 567 | $216.0K | 0.09% | −6−1.0% | Reduced |
| ClariVest Asset Management LLC | 572 | $219.0K | 0.01% | +6+1.1% | Added |
| Old Mission Investment Co LLC | 575 | $219.5K | 0.09% | 00.0% | Unchanged |
| Renaissance Group LLC | 582 | $222.0K | 0.01% | −198−25.4% | Reduced |
| Annex Advisory Services, LLC | 582 | $222.0K | 0.02% | −30−4.9% | Reduced |
| Zions Bancorporation, N.A. | 586 | $224.0K | 0.02% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 590 | $225.0K | 0.10% | −10−1.7% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 590 | $225.0K | 0.06% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 595 | $226.0K | 0.04% | +120+25.3% | Added |
| Roberts Glore & Co Inc | 595 | $227.0K | 0.07% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 594 | $227.0K | 0.04% | 00.0% | Unchanged |
| Family Firm, Inc. | 593 | $227.0K | 0.06% | +1+0.2% | Added |
| Evergreen Capital Management LLC | 600 | $229.0K | 0.01% | −35−5.5% | Reduced |
| Wintrust Investments LLC | 600 | $229.0K | 0.02% | +600 | New |
| Summit Place Financial Advisors, LLC | 600 | $229.0K | 0.17% | +600 | New |
| Humankind Investments LLC | 605 | $231.0K | 0.11% | +605 | New |
| First Horizon Advisors, Inc. | 609 | $232.0K | 0.01% | −31−4.8% | Reduced |
| Proficio Capital Partners LLC | 609 | $233.0K | 0.03% | +18+3.0% | Added |
| Washington Trust Co | 616 | $235.0K | 0.01% | −3−0.5% | Reduced |
| Brown Brothers Harriman & Co | 618 | $236.0K | 0.00% | +97+18.6% | Added |
| Sage Mountain Advisors LLC | 617 | $236.0K | 0.04% | +617 | New |
| Joel Isaacson & Co., LLC | 621 | $237.0K | 0.02% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 625 | $238.0K | 0.03% | +18+3.0% | Added |
| Laurion Capital Management LP | 624 | $238.0K | 0.00% | +624 | New |
| Washington Capital Management Inc | 625 | $239.0K | 0.29% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 629 | $240.0K | 0.04% | −12−1.9% | Reduced |
| Windsor Capital Management, LLC | 634 | $242.0K | 0.08% | −24−3.6% | Reduced |
| Ellevest, Inc. | 637 | $243.0K | 0.02% | +101+18.8% | Added |
| Warren Averett Asset Management, LLC | 665 | $245.0K | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 642 | $245.0K | 0.03% | +70+12.2% | Added |
| Accretive Wealth Partners, LLC | 644 | $246.0K | 0.18% | −11−1.7% | Reduced |
| Diligent Investors, LLC | 645 | $246.0K | 0.08% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 672 | $247.0K | 0.14% | −1−0.1% | Reduced |
| Bluestein R H & Co | 646 | $247.0K | 0.01% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 650 | $248.0K | 0.10% | 00.0% | Unchanged |
| Henshaw Capital LLC | 651 | $248.6K | 0.02% | 00.0% | Unchanged |
| Braun Stacey Associates Inc | 653 | $250.0K | 0.01% | −50−7.1% | Reduced |
| Childress Capital Advisors, LLC | 662 | $252.0K | 0.11% | +662 | New |
| San Francisco Sentry Investment Group (Ca) | 665 | $253.0K | 0.13% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 666 | $254.0K | 0.02% | +666 | New |
| Court Place Advisors, LLC | 667 | $255.0K | 0.07% | 00.0% | Unchanged |
| Caldwell Trust Co | 668 | $255.0K | 0.03% | 00.0% | Unchanged |
| Quantitative Systematic Strategies LLC | 677 | $258.0K | 0.09% | −5,766−89.5% | Reduced |
| Ridgewood Investments LLC | 681 | $260.0K | 0.17% | −21−3.0% | Reduced |
| Stanley-Laman Group, Ltd. | 682 | $260.0K | 0.04% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 682 | $260.0K | 0.23% | +15+2.2% | Added |
| Segall Bryant & Hamill, LLC | 683 | $261.0K | 0.00% | −142−17.2% | Reduced |
| Axiom Financial Strategies, LLC | 683 | $261.0K | 0.12% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 683 | $261.0K | 0.26% | +683 | New |
| Reston Wealth Management LLC | 690 | $263.0K | 0.13% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 691 | $264.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 691 | $264.0K | 0.01% | +691 | New |
| Summit Financial Group Inc | 693 | $265.0K | 0.10% | 00.0% | Unchanged |
| Midwest Wealth Management Inc. | 694 | $265.0K | 0.19% | 00.0% | Unchanged |
| First Mercantile Trust Co | 700 | $267.0K | 0.03% | −90−11.4% | Reduced |
| Kanawha Capital Management LLC | 700 | $267.0K | 0.02% | −16−2.2% | Reduced |
| Glenview Trust Co | 708 | $270.0K | 0.01% | −1,060−60.0% | Reduced |
| Fort Point Capital Partners LLC | 708 | $270.0K | 0.05% | 00.0% | Unchanged |
| Adams Wealth Management | 706 | $270.0K | 0.12% | 00.0% | Unchanged |
| PDS Planning, Inc | 708 | $270.0K | 0.07% | +26+3.8% | Added |
| Spotlight Asset Group, Inc. | 707 | $270.0K | 0.10% | +44+6.6% | Added |
| Vantage Consulting Group Inc | 707 | $270.0K | 0.05% | +143+25.4% | Added |
| Fulton Breakefield Broenniman LLC | 711 | $271.0K | 0.02% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 712 | $272.0K | 0.09% | 00.0% | Unchanged |
| Claybrook Capital, LLC | 712 | $272.0K | 0.09% | +712 | New |
| Geller Advisors LLC | 714 | $273.0K | 0.06% | −2−0.3% | Reduced |
| Woodstock Corp | 720 | $275.0K | 0.03% | −25−3.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 715 | $275.0K | 0.17% | 00.0% | Unchanged |
| First National Trust Co | 720 | $275.0K | 0.02% | +35+5.1% | Added |
| Waldron Private Wealth LLC | 725 | $276.0K | 0.02% | −15−2.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 725 | $277.0K | 0.02% | +8+1.1% | Added |
| JGP Global Gestao de Recursos Ltda. | 728 | $278.0K | 0.09% | +2+0.3% | Added |
| Reilly Financial Advisors, LLC | 729 | $278.0K | 0.02% | +12+1.7% | Added |
| Bahl & Gaynor Inc | 737 | $281.0K | 0.00% | 00.0% | Unchanged |
| Keel Point, LLC | 737 | $281.0K | 0.03% | +8+1.1% | Added |
| Dynamic Advisor Solutions LLC | 736 | $281.0K | 0.02% | +26+3.7% | Added |
| Capital Management Corp | 750 | $286.0K | 0.06% | 00.0% | Unchanged |
| Appleton Partners Inc | 755 | $288.0K | 0.02% | −5−0.7% | Reduced |
| Altfest L J & Co Inc | 755 | $288.0K | 0.06% | +1+0.1% | Added |
| Ritholtz Wealth Management | 754 | $288.0K | 0.02% | +754 | New |
| Tobam | 757 | $289.0K | 0.01% | −105−12.2% | Reduced |
| Chicago Trust Co NA | 763 | $291.0K | 0.07% | +763 | New |
| Ridgecrest Wealth Partners, LLC | 765 | $292.0K | 0.18% | +125+19.5% | Added |
| Wealthquest Corp | 772 | $294.0K | 0.05% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 772 | $295.0K | 0.02% | +39+5.3% | Added |
| Hurlow Wealth Management Group, Inc. | 776 | $296.0K | 0.19% | 00.0% | Unchanged |
| DRW Securities, LLC | 775 | $296.0K | 0.04% | +775 | New |
| Engine No. 1 LLC | 776 | $296.0K | 0.08% | +776 | New |
| BBR Partners, LLC | 778 | $297.0K | 0.02% | −112−12.6% | Reduced |
| Cedar Wealth Management, LLC | 786 | $300.0K | 0.14% | −205−20.7% | Reduced |
| East Coast Asset Management, LLC. | 785 | $300.0K | 0.07% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 793 | $302.0K | 0.09% | −5−0.6% | Reduced |
| Atlantic Trust, LLC | 792 | $302.0K | 0.20% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 792 | $302.0K | 0.16% | +748+1,700.0% | Added |
| Brightworth | 790 | $302.0K | 0.03% | +790 | New |
| Inverness Counsel LLC | 794 | $303.0K | 0.01% | 00.0% | Unchanged |