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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 1,187 | $453.0K | 0.11% | +9+0.8% | Added |
| Independent Financial Group, LLC | 1,191 | $454.7K | 0.05% | +163+15.9% | Added |
| Sound Income Strategies, LLC | 1,192 | $455.0K | 0.07% | +10+0.8% | Added |
| Ativo Capital Management LLC | 1,193 | $456.0K | 0.19% | −55−4.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,200 | $458.0K | 0.04% | −100−7.7% | Reduced |
| Hourglass Capital, LLC | 1,200 | $458.0K | 0.11% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,625 | $461.0K | 0.11% | +111+7.3% | Added |
| Bradley Foster & Sargent Inc | 1,213 | $463.0K | 0.01% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,214 | $464.0K | 0.79% | +1,214 | New |
| Sound View Wealth Advisors Group, LLC | 1,221 | $466.0K | 0.10% | −5−0.4% | Reduced |
| IFG Advisory, LLC | 1,233 | $470.0K | 0.05% | −1,438−53.8% | Reduced |
| Charter Trust Co | 1,232 | $470.0K | 0.04% | 00.0% | Unchanged |
| PNC Managed Account Solutions, Inc. | 1,241 | $474.0K | 0.09% | +1,241 | New |
| First Light Asset Management, LLC | 1,244 | $475.0K | 0.03% | 00.0% | Unchanged |
| Accredited Investors Inc. | 1,253 | $478.0K | 0.05% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 1,253 | $478.0K | 0.10% | +75+6.4% | Added |
| Eqis Capital Management, Inc. | 1,258 | $480.0K | 0.04% | +417+49.6% | Added |
| Circle Wealth Management, LLC | 1,268 | $484.0K | 0.07% | +108+9.3% | Added |
| Sutton Wealth Advisors Inc. | 1,269 | $484.5K | 0.18% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,277 | $488.0K | 0.09% | +172+15.6% | Added |
| Alpha Paradigm Partners, LLC | 1,282 | $489.0K | 0.18% | +1,282 | New |
| Cerity Partners LLC | 1,288 | $492.0K | 0.01% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 1,292 | $493.0K | 0.10% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,298 | $495.6K | 0.59% | −60−4.4% | Reduced |
| Farmers Trust Co | 1,313 | $502.0K | 0.11% | 00.0% | Unchanged |
| Barings LLC | 1,319 | $503.0K | 0.01% | −120−8.3% | Reduced |
| Keystone Financial Group | 1,332 | $509.0K | 0.09% | −61−4.4% | Reduced |
| Transcend Wealth Collective, LLC | 1,340 | $511.0K | 0.07% | +28+2.1% | Added |
| Proequities, Inc. | 1,345 | $514.0K | 0.03% | +138+11.4% | Added |
| CWM, LLC | 1,351 | $516.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,369 | $522.6K | 0.02% | −113−7.6% | Reduced |
| Lingohr & Partner Asset Management GmbH | 1,369 | $523.0K | 1.32% | 00.0% | Unchanged |
| Compton Capital Management Inc | 1,375 | $525.0K | 0.15% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,362 | $526.3K | 0.05% | +141+11.5% | Added |
| Middleton & Co Inc | 1,400 | $535.0K | 0.06% | +200+16.7% | Added |
| Fiduciary Trust Co | 1,404 | $536.0K | 0.01% | +35+2.6% | Added |
| Quilter Plc | 1,406 | $537.0K | 0.02% | 00.0% | Unchanged |
| Plancorp, LLC | 1,410 | $538.0K | 0.04% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 1,412 | $539.0K | 0.04% | +12+0.9% | Added |
| Krane Funds Advisors LLC | 1,416 | $541.0K | 0.02% | +1,416 | New |
| Aaron Wealth Advisors | 1,434 | $547.0K | 0.18% | −4−0.3% | Reduced |
| Summit X, LLC | 1,438 | $547.0K | 0.14% | +11+0.8% | Added |
| Capital Investment Advisory Services, LLC | 1,432 | $547.0K | 0.07% | +328+29.7% | Added |
| Compagnie Lombard Odier SCmA | 1,438 | $549.0K | 0.01% | −700−32.7% | Reduced |
| Telemus Capital, LLC | 1,442 | $551.0K | 0.04% | +20+1.4% | Added |
| Stock Yards Bank & Trust Co | 1,445 | $552.0K | 0.04% | −473−24.7% | Reduced |
| Coldstream Capital Management Inc | 1,458 | $557.0K | 0.02% | +32+2.2% | Added |
| Palisades Hudson Asset Management, L.P. | 1,468 | $560.0K | 0.25% | 00.0% | Unchanged |
| Windsor Group LTD | 1,471 | $562.0K | 0.12% | −50−3.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,473 | $562.0K | 0.04% | +71+5.1% | Added |
| Evermay Wealth Management LLC | 1,485 | $567.0K | 0.11% | 00.0% | Unchanged |
| City Holding Co | 1,490 | $569.0K | 0.10% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 1,495 | $571.0K | 0.10% | +10+0.7% | Added |
| Harbor Investment Advisory, LLC | 1,498 | $572.0K | 0.08% | +14+0.9% | Added |
| Perigon Wealth Management, LLC | 1,498 | $572.0K | 0.05% | +124+9.0% | Added |
| Shepherd Kaplan Krochuk, LLC | 1,500 | $573.0K | 0.21% | −200−11.8% | Reduced |
| Bridges Investment Management Inc | 1,500 | $573.0K | 0.02% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,501 | $573.0K | 0.01% | +226+17.7% | Added |
| Calamos Wealth Management LLC | 1,503 | $574.0K | 0.04% | +1,503 | New |
| Resources Investment Advisors, LLC. | 1,525 | $582.0K | 0.02% | −131−7.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 1,527 | $583.0K | 0.01% | −286−15.8% | Reduced |
| Personal Capital Advisors Corp | 1,531 | $585.0K | 0.00% | −49−3.1% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 1,550 | $592.0K | 0.15% | −25−1.6% | Reduced |
| Cozad Asset Management Inc | 1,559 | $595.0K | 0.09% | −50−3.1% | Reduced |
| Hollencrest Capital Management | 1,564 | $598.0K | 0.05% | −780−33.3% | Reduced |
| CSS LLC | 1,577 | $602.0K | 0.03% | −274−14.8% | Reduced |
| Systematic Alpha Investments, LLC | 1,597 | $603.0K | 0.03% | +14+0.9% | Added |
| Moloney Securities Asset Management, LLC | 1,582 | $604.0K | 0.11% | +530+50.4% | Added |
| Ballentine Partners, LLC | 1,587 | $606.0K | 0.02% | −157−9.0% | Reduced |
| Financial Counselors Inc | 1,598 | $610.0K | 0.01% | +107+7.2% | Added |
| Mission Creek Capital Partners, Inc. | 1,609 | $614.0K | 0.10% | −40−2.4% | Reduced |
| NuWave Investment Management, LLC | 1,617 | $617.0K | 0.69% | +1,617 | New |
| McLean Asset Management Corp | 1,570 | $618.0K | 0.28% | +10+0.6% | Added |
| Wealth Alliance | 1,625 | $621.0K | 0.15% | −7−0.4% | Reduced |
| Gries Financial LLC | 1,581 | $625.0K | 0.20% | +18+1.2% | Added |
| Lido Advisors, LLC | 1,636 | $625.0K | 0.02% | +258+18.7% | Added |
| Cetera Advisors LLC | 1,641 | $626.0K | 0.01% | −65−3.8% | Reduced |
| Alps Advisors Inc | 1,643 | $627.0K | 0.01% | −59−3.5% | Reduced |
| Patton Albertson Miller Group, LLC | 1,646 | $628.0K | 0.14% | −7−0.4% | Reduced |
| Dean Investment Associates, LLC | 1,663 | $635.0K | 0.12% | −9−0.5% | Reduced |
| Tru Independence Asset Management 2, LLC | 1,668 | $637.0K | 0.43% | +32+2.0% | Added |
| Brinker Capital Investments, LLC | 1,685 | $643.0K | 0.01% | +300+21.7% | Added |
| Ameritas Investment Company, LLC | 338 | $648.0K | 0.03% | +98+40.8% | Added |
| Signature Estate & Investment Advisors LLC | 1,705 | $651.0K | 0.03% | −28−1.6% | Reduced |
| Landsberg, Bennett, & Dubbaneh LLC | 1,732 | $661.0K | 0.09% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 1,733 | $661.0K | 0.03% | −25−1.4% | Reduced |
| Pinnacle Wealth Advisors | 1,733 | $661.0K | 0.03% | +1,733 | New |
| Harbour Investments, Inc. | 1,738 | $664.0K | 0.02% | +48+2.8% | Added |
| Avantax Advisory Services, Inc. | 1,738 | $665.0K | 0.01% | +223+14.7% | Added |
| Defined Wealth Management, LLC | 1,745 | $666.0K | 0.59% | 00.0% | Unchanged |
| Park National Corp | 1,748 | $667.0K | 0.03% | −28−1.6% | Reduced |
| Terry L. Blaker | 1,746 | $667.0K | 0.04% | 00.0% | Unchanged |
| Poplar Forest Capital LLC | 1,748 | $667.0K | 0.07% | +26+1.5% | Added |
| SG3 Management, LLC | 1,750 | $668.0K | 0.28% | +430+32.6% | Added |
| Monarch Capital Management Inc | 1,755 | $670.0K | 0.19% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,772 | $675.0K | 0.10% | +676+61.7% | Added |
| Laurel Wealth Advisors, Inc. | 1,776 | $678.0K | 0.09% | −247−12.2% | Reduced |
| Fma Advisory Inc | 1,778 | $679.0K | 0.25% | −48−2.6% | Reduced |
| Maven Securities LTD | 1,790 | $683.0K | 0.07% | +1,790 | New |
| Bessemer Securities LLC | 1,808 | $690.0K | 0.27% | 00.0% | Unchanged |