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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 1,815 | $693.0K | 0.07% | −5−0.3% | Reduced |
| Global Trust Asset Management, LLC | 1,823 | $696.0K | 0.33% | −57−3.0% | Reduced |
| Beacon Financial Group | 1,793 | $699.0K | 0.10% | +145+8.8% | Added |
| Thomasville National Bank | 1,832 | $699.0K | 0.07% | −278−13.2% | Reduced |
| Quadrant Capital Group LLC | 1,841 | $703.0K | 0.10% | +60+3.4% | Added |
| Garde Capital, Inc. | 1,850 | $706.0K | 0.07% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 1,855 | $708.0K | 0.51% | +2+0.1% | Added |
| Ieq Capital, LLC | 1,863 | $711.0K | 0.02% | +296+18.9% | Added |
| Prudent Man Advisors, LLC | 1,877 | $717.0K | 0.28% | −30−1.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,893 | $723.0K | 0.07% | +147+8.4% | Added |
| First Pacific Advisors, LP | 1,915 | $731.0K | 0.01% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,900 | $732.0K | 0.14% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 2,006 | $737.0K | 0.05% | +53+2.7% | Added |
| Strategic Advisors LLC | 1,954 | $746.0K | 0.19% | +1+0.1% | Added |
| Pacific Global Investment Management CO | 1,964 | $750.0K | 0.15% | −20−1.0% | Reduced |
| Kingsview Wealth Management, LLC | 1,957 | $751.0K | 0.04% | +5+0.3% | Added |
| Covington Capital Management | 1,981 | $756.0K | 0.03% | +250+14.4% | Added |
| Mutual Advisors, LLC | 1,984 | $757.0K | 0.04% | +51+2.6% | Added |
| Indie Asset Partners, LLC | 1,982 | $757.0K | 0.61% | +83+4.4% | Added |
| King Wealth | 1,988 | $759.0K | 0.16% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 1,997 | $762.0K | 0.04% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 1,997 | $762.0K | 0.33% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 2,000 | $764.0K | 0.10% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,004 | $765.0K | 0.21% | +63+3.2% | Added |
| Heritage Wealth Advisors | 2,021 | $771.6K | 0.05% | −1,234−37.9% | Reduced |
| Brown Advisory Securities, LLC | 2,022 | $772.0K | 0.12% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 2,033 | $776.0K | 0.59% | +2,033 | New |
| Chicago Capital, LLC | 2,036 | $777.0K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,039 | $778.0K | 0.06% | +18+0.9% | Added |
| Kemnay Advisory Services Inc. | 2,041 | $779.0K | 0.09% | +2,041 | New |
| SeaCrest Wealth Management, LLC | 2,044 | $780.0K | 0.09% | +126+6.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,044 | $781.0K | 0.13% | −158−7.2% | Reduced |
| Legg Mason Asset Management (Japan) Co., Ltd. | 2,067 | $789.0K | 0.86% | −184−8.2% | Reduced |
| Engineers Gate Manager LP | 2,072 | $791.0K | 0.05% | +2,072 | New |
| Morris Capital Advisors, LLC | 2,101 | $802.0K | 0.61% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 2,150 | $821.0K | 0.07% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 2,160 | $825.0K | 0.12% | −137−6.0% | Reduced |
| Northwest Bancshares, Inc. | 2,165 | $827.0K | 0.19% | −103−4.5% | Reduced |
| WESPAC Advisors SoCal, LLC | 2,175 | $830.0K | 0.28% | −195−8.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,192 | $837.0K | 0.01% | −220−9.1% | Reduced |
| Twin Capital Management Inc | 2,207 | $843.0K | 0.08% | −10−0.5% | Reduced |
| National Asset Management, Inc. | 2,212 | $845.0K | 0.03% | −293−11.7% | Reduced |
| Community Bank, N.A. | 2,230 | $851.0K | 0.10% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,236 | $854.0K | 0.12% | +227+11.3% | Added |
| Paloma Partners Management Co | 2,237 | $854.0K | 0.02% | +2,237 | New |
| Verus Financial Partners, Inc. | 2,226 | $868.0K | 0.13% | −144−6.1% | Reduced |
| Pitcairn Co | 2,289 | $874.0K | 0.06% | −30−1.3% | Reduced |
| Quantedge Capital Pte Ltd | 2,300 | $878.0K | 0.42% | +2,300 | New |
| Deseret Mutual Benefit Administrators | 2,305 | $880.0K | 0.21% | +2,305 | New |
| Gofen & Glossberg LLC | 2,312 | $883.0K | 0.02% | +50+2.2% | Added |
| Busey Wealth Management | 2,319 | $886.0K | 0.04% | −156−6.3% | Reduced |
| Wealth Advisory Solutions, LLC | 2,324 | $887.0K | 0.21% | +2,324 | New |
| Toroso Investments, LLC | 2,333 | $891.0K | 0.03% | −503−17.7% | Reduced |
| Checchi Capital Advisers, LLC | 2,344 | $895.0K | 0.11% | +44+1.9% | Added |
| 1st Source Bank | 2,367 | $904.0K | 0.06% | +93+4.1% | Added |
| HighPoint Advisor Group LLC | 2,381 | $909.0K | 0.09% | +270+12.8% | Added |
| Frisch Financial Group, Inc. | 2,387 | $912.0K | 0.29% | −151−5.9% | Reduced |
| AXS Investments LLC | 2,398 | $916.0K | 0.28% | −657−21.5% | Reduced |
| Sigma Planning Corp | 2,421 | $925.0K | 0.03% | +509+26.6% | Added |
| Arden Trust Co | 2,429 | $928.0K | 0.15% | −28−1.1% | Reduced |
| Donaldson Capital Management, LLC | 2,434 | $929.0K | 0.05% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 2,441 | $932.0K | 0.21% | −299−10.9% | Reduced |
| Western Wealth Management, LLC | 2,448 | $933.0K | 0.10% | +1,694+224.7% | Added |
| Parallel Advisors, LLC | 2,481 | $947.0K | 0.04% | +31+1.3% | Added |
| Atlantic Union Bankshares Corp | 2,493 | $951.0K | 0.09% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,494 | $952.0K | 0.09% | −18−0.7% | Reduced |
| Sequoia Financial Advisors, LLC | 2,493 | $952.0K | 0.03% | +815+48.6% | Added |
| Wesbanco Bank Inc | 2,503 | $956.0K | 0.04% | +100+4.2% | Added |
| Independent Advisor Alliance | 2,506 | $957.0K | 0.05% | −676−21.2% | Reduced |
| Regent Investment Management LLC | 2,515 | $960.0K | 0.23% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 2,520 | $962.0K | 0.11% | 00.0% | Unchanged |
| Inscription Capital, LLC | 2,520 | $962.0K | 0.11% | +2,520 | New |
| Bremer Bank National Association | 2,533 | $967.0K | 0.21% | −240−8.7% | Reduced |
| Corient Capital Partners, LLC | 2,606 | $995.0K | 0.07% | +289+12.5% | Added |
| FDx Advisors, Inc. | 2,611 | $997.0K | 0.03% | +386+17.3% | Added |
| Sentry Investment Management LLC | 2,621 | $1.00M | 0.25% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 2,647 | $1.01M | 0.35% | −22−0.8% | Reduced |
| Essex Financial Services, Inc. | 2,843 | $1.02M | 0.15% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 2,680 | $1.02M | 0.02% | +259+10.7% | Added |
| Garrison Point Advisors, LLC | 2,700 | $1.03M | 0.74% | −300−10.0% | Reduced |
| Fulton Bank, N.A. | 2,728 | $1.04M | 0.05% | −133−4.6% | Reduced |
| Souders Financial Advisors | 2,745 | $1.05M | 0.35% | −32−1.2% | Reduced |
| CAPROCK Group, Inc. | 2,755 | $1.05M | 0.10% | +14+0.5% | Added |
| Anchor Investment Management, LLC | 2,771 | $1.06M | 0.15% | −2−0.1% | Reduced |
| Signaturefd, LLC | 2,770 | $1.06M | 0.04% | −271−8.9% | Reduced |
| Lincoln National Corp | 2,799 | $1.07M | 0.02% | −301−9.7% | Reduced |
| Delphi Management Inc | 2,810 | $1.07M | 1.02% | −336−10.7% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 2,837 | $1.08M | 0.06% | +2,837 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 2,856 | $1.09M | 0.03% | −200−6.5% | Reduced |
| Foster & Motley Inc | 2,873 | $1.10M | 0.09% | −85−2.9% | Reduced |
| Cypress Capital Management LLC | 2,904 | $1.11M | 0.15% | −385−11.7% | Reduced |
| Central Trust Co | 2,915 | $1.11M | 0.04% | −139−4.6% | Reduced |
| Conning Inc. | 2,937 | $1.12M | 0.03% | −439−13.0% | Reduced |
| Kinneret Advisory, LLC | 2,938 | $1.12M | 0.13% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 2,987 | $1.14M | 0.08% | −11−0.4% | Reduced |
| Unigestion Holding SA | 2,990 | $1.14M | 0.04% | 00.0% | Unchanged |
| O'Shares Investment Advisers, LLC | 2,995 | $1.14M | 0.08% | +72+2.5% | Added |
| Simplex Trading, LLC | 3,000 | $1.15M | 0.04% | +3,000 | New |
| Leavell Investment Management, Inc. | 3,200 | $1.15M | 0.09% | 00.0% | Unchanged |
| Wealth Architects, LLC | 3,015 | $1.15M | 0.23% | −3−0.1% | Reduced |