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 |
|---|---|---|---|---|---|
| Meyer Handelman Co | 800 | $305.0K | 0.01% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 800 | $305.0K | 0.19% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 803 | $306.0K | 0.10% | +1+0.1% | Added |
| Concord Wealth Partners | 802 | $306.0K | 0.09% | +38+5.0% | Added |
| CX Institutional | 806 | $308.0K | 0.03% | −118−12.8% | Reduced |
| Canal Capital Management, LLC | 807 | $308.0K | 0.09% | +807 | New |
| Boston Common Asset Management, LLC | 809 | $309.0K | 0.01% | +55+7.3% | Added |
| Latitude Advisors, LLC | 813 | $310.0K | 0.23% | −19−2.3% | Reduced |
| Cornerstone Wealth Group, LLC | 818 | $314.0K | 0.06% | +8+1.0% | Added |
| Spinnaker Trust | 827 | $316.0K | 0.02% | −4−0.5% | Reduced |
| Founders Financial Alliance, LLC | 832 | $319.0K | 0.15% | +37+4.7% | Added |
| Good Life Advisors, LLC | 839 | $320.0K | 0.06% | −43−4.9% | Reduced |
| Whalerock Point Partners, LLC | 845 | $322.6K | 0.12% | 00.0% | Unchanged |
| State of Wyoming | 847 | $324.0K | 0.20% | +425+100.7% | Added |
| Constitution Capital LLC | 850 | $325.0K | 0.20% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 851 | $325.0K | 0.01% | +56+7.0% | Added |
| Penserra Capital Management LLC | 855 | $325.0K | 0.01% | +222+35.1% | Added |
| Convergence Investment Partners, LLC | 858 | $328.0K | 0.14% | −32−3.6% | Reduced |
| Avantax Planning Partners, Inc. | 860 | $328.0K | 0.02% | +189+28.2% | Added |
| Column Capital Advisors, LLC | 861 | $329.0K | 0.07% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 862 | $329.0K | 0.04% | +198+29.8% | Added |
| Echo Street Capital Management LLC | 865 | $330.0K | 0.00% | +865 | New |
| First National Bank of South Miami | 867 | $331.0K | 0.23% | +56+6.9% | Added |
| Regent Peak Wealth Advisors LLC | 869 | $334.0K | 0.09% | −40−4.4% | Reduced |
| Cutler Group LP | 879 | $335.0K | 0.02% | +100+12.8% | Added |
| BOK Financial Private Wealth, Inc. | 881 | $336.0K | 0.03% | +168+23.6% | Added |
| Gyon Technologies Capital Management, LP | 887 | $339.0K | 0.11% | −277−23.8% | Reduced |
| Ossiam | 890 | $342.0K | 0.01% | −2,388−72.8% | Reduced |
| Horan Securities, Inc. | 901 | $344.0K | 0.25% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 907 | $346.0K | 0.06% | +6+0.7% | Added |
| Cable Hill Partners, LLC | 910 | $347.0K | 0.08% | +910 | New |
| Stony Point Wealth Management Inc. | 917 | $350.0K | 0.23% | −147−13.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 923 | $352.0K | 0.04% | +30+3.4% | Added |
| First Manhattan Co | 926 | $353.0K | 0.00% | +150+19.3% | Added |
| Holderness Investments Co | 930 | $355.0K | 0.12% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 937 | $357.7K | 0.28% | +937 | New |
| Harbor Group, Inc. | 941 | $359.0K | 0.24% | 00.0% | Unchanged |
| HM Payson & Co | 939 | $359.0K | 0.01% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 940 | $359.0K | 0.10% | +8+0.9% | Added |
| Spectrum Management Group, LLC | 942 | $360.0K | 0.06% | −183−16.3% | Reduced |
| BCJ Capital Management, LLC | 946 | $361.0K | 0.04% | +228+31.8% | Added |
| Central Bank & Trust Co | 949 | $362.0K | 0.06% | +504+113.3% | Added |
| LMR Partners LLP | 949 | $362.0K | 0.01% | +949 | New |
| Financial Advisory Group | 951 | $363.0K | 0.09% | +171+21.9% | Added |
| Level Four Advisory Services, LLC | 959 | $366.0K | 0.03% | −127−11.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 961 | $367.0K | 0.09% | 00.0% | Unchanged |
| Sierra Capital LLC | 960 | $367.0K | 0.07% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 965 | $369.0K | 0.02% | −69−6.7% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 969 | $370.0K | 0.08% | −2,041−67.8% | Reduced |
| Kovack Advisors, Inc. | 968 | $370.0K | 0.04% | −3−0.3% | Reduced |
| Trustcore Financial Services, LLC | 973 | $371.0K | 0.04% | +24+2.5% | Added |
| Indiana Trust & Investment Management CO | 1,163 | $373.0K | 0.20% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 978 | $373.0K | 0.03% | +18+1.9% | Added |
| Tandem Investment Advisors, Inc. | 979 | $374.0K | 0.03% | −11−1.1% | Reduced |
| Pure Financial Advisors, Inc. | 980 | $374.0K | 0.03% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 989 | $378.0K | 0.05% | −40−3.9% | Reduced |
| Emerald Advisors, LLC | 993 | $379.0K | 0.12% | +43+4.5% | Added |
| IFP Advisors, Inc | 994 | $383.0K | 0.01% | +199+25.0% | Added |
| Bartlett & Co. LLC | 1,007 | $384.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,007 | $384.5K | 0.01% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 1,009 | $385.0K | 0.03% | −37−3.5% | Reduced |
| Salem Investment Counselors Inc | 1,014 | $387.0K | 0.02% | +190+23.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,024 | $391.0K | 0.10% | +1,024 | New |
| Capital Financial Planning, LLC | 1,026 | $392.0K | 0.15% | +1,026 | New |
| Ascent Wealth Partners, LLC | 1,029 | $393.0K | 0.07% | +66+6.9% | Added |
| Trustmark National Bank Trust Department | 1,040 | $397.0K | 0.03% | −12−1.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,040 | $397.0K | 0.26% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 1,050 | $401.0K | 0.22% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,050 | $401.0K | 0.02% | +1,050 | New |
| Buckingham Strategic Wealth, LLC | 1,054 | $402.0K | 0.01% | +4+0.4% | Added |
| Wealth Management Associates, Inc. | 1,053 | $402.1K | 0.23% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,063 | $406.0K | 0.03% | −946−47.1% | Reduced |
| Citizens Financial Group Inc | 1,062 | $406.0K | 0.02% | −161−13.2% | Reduced |
| J.W. Cole Advisors, Inc. | 1,063 | $406.0K | 0.03% | −60−5.3% | Reduced |
| Beaumont Financial Partners, LLC | 1,066 | $407.0K | 0.03% | −45−4.1% | Reduced |
| Newport Wealth Strategies, Inc. | 1,070 | $409.0K | 0.24% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 1,071 | $409.0K | 0.05% | +59+5.8% | Added |
| Evercore Wealth Management, LLC | 1,080 | $412.0K | 0.01% | −541−33.4% | Reduced |
| First Financial Bank - Trust Division | 1,078 | $412.0K | 0.04% | −97−8.3% | Reduced |
| HBK Sorce Advisory LLC | 1,083 | $413.0K | 0.02% | −10−0.9% | Reduced |
| Altium Wealth Management LLC | 1,090 | $416.0K | 0.03% | −34−3.0% | Reduced |
| Campion Asset Management LLC | 1,095 | $418.0K | 0.35% | −330−23.2% | Reduced |
| J. W. Coons Advisors, LLC | 1,096 | $418.0K | 0.15% | 00.0% | Unchanged |
| Dodge & Cox | 1,100 | $420.0K | 0.00% | 00.0% | Unchanged |
| Citizens Business Bank | 1,100 | $420.0K | 0.06% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 1,102 | $421.0K | 0.23% | +226+25.8% | Added |
| Chesapeake Wealth Management | 1,105 | $422.0K | 0.14% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,109 | $423.0K | 0.15% | 00.0% | Unchanged |
| Doyle Wealth Management | 1,119 | $427.0K | 0.04% | +1+0.1% | Added |
| Investors Financial Group, LLC | 1,118 | $427.0K | 0.23% | 00.0% | Unchanged |
| Everett Harris & Co | 1,120 | $428.0K | 0.01% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,120 | $428.0K | 0.02% | −1−0.1% | Reduced |
| Cim Investment Mangement Inc | 1,124 | $429.0K | 0.13% | −7−0.6% | Reduced |
| Mid Atlantic Financial Management Inc | 1,127 | $430.0K | 0.03% | +72+6.8% | Added |
| Cypress Capital Group | 1,133 | $433.0K | 0.06% | −2−0.2% | Reduced |
| Verity Asset Management, Inc. | 1,137 | $434.0K | 0.24% | +201+21.5% | Added |
| Blueshift Asset Management, LLC | 1,148 | $438.0K | 0.02% | −3,890−77.2% | Reduced |
| RFG Advisory, LLC | 1,147 | $438.0K | 0.04% | +1+0.1% | Added |
| Sawtooth Solutions, LLC | 1,153 | $440.0K | 0.09% | +240+26.3% | Added |
| Belpointe Asset Management LLC | 1,174 | $448.0K | 0.03% | +17+1.5% | Added |