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 |
|---|---|---|---|---|---|
| W.G. Shaheen & Associates DBA Whitney & Co | 3,042 | $1.16M | 0.19% | 00.0% | Unchanged |
| KCS Wealth Advisory | 3,059 | $1.17M | 0.55% | +63+2.1% | Added |
| OPSEU Pension Plan Trust Fund | 3,029 | $1.17M | 0.30% | −1,468−32.6% | Reduced |
| Institute for Wealth Management, LLC. | 3,096 | $1.18M | 0.21% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,121 | $1.19M | 0.11% | +91+3.0% | Added |
| 44 Wealth Management LLC | 3,122 | $1.19M | 0.46% | +3+0.1% | Added |
| People's United Financial, Inc. | 3,126 | $1.19M | 0.03% | +325+11.6% | Added |
| Meeder Asset Management Inc | 3,124 | $1.19M | 0.06% | +385+14.1% | Added |
| Snowden Capital Advisors LLC | 3,137 | $1.20M | 0.06% | −668−17.6% | Reduced |
| Copperleaf Capital, LLC | 3,141 | $1.20M | 1.17% | −82−2.5% | Reduced |
| Prelude Capital Management, LLC | 3,147 | $1.20M | 0.07% | +3,147 | New |
| Teza Capital Management LLC | 3,156 | $1.21M | 0.20% | +3,156 | New |
| Voya Financial Advisors, Inc. | 3,172 | $1.21M | 0.16% | −14,711−82.3% | Reduced |
| Archford Capital Strategies, LLC | 3,172 | $1.21M | 0.30% | −301−8.7% | Reduced |
| American National Registered Investment Advisor, Inc. | 3,225 | $1.23M | 0.44% | −345−9.7% | Reduced |
| New England Research & Management, Inc. | 3,240 | $1.24M | 0.64% | −1,200−27.0% | Reduced |
| RMB Capital Management, LLC | 3,252 | $1.24M | 0.04% | +393+13.7% | Added |
| Searle & Co. | 3,290 | $1.26M | 0.51% | 00.0% | Unchanged |
| Csenge Advisory Group | 3,277 | $1.26M | 0.11% | +2,588+375.6% | Added |
| Beacon Pointe Advisors, LLC | 3,302 | $1.26M | 0.04% | +2,601+371.0% | Added |
| Quantbot Technologies LP | 3,344 | $1.28M | 0.10% | +3,344 | New |
| Ameritas Investment Partners, Inc. | 3,345 | $1.28M | 0.05% | −44−1.3% | Reduced |
| Acropolis Investment Management, LLC | 3,360 | $1.28M | 0.12% | −64−1.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,375 | $1.29M | 0.50% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 3,375 | $1.29M | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 3,380 | $1.29M | 0.03% | +119+3.6% | Added |
| Winton Group Ltd | 3,397 | $1.30M | 0.07% | +2,252+196.7% | Added |
| Raymond James Trust N.A. | 3,497 | $1.33M | 0.04% | +150+4.5% | Added |
| Harfst & Associates, Inc. | 3,497 | $1.33M | 0.39% | +742+26.9% | Added |
| Strategy Asset Managers LLC | 3,588 | $1.37M | 0.29% | +3,588 | New |
| Cohen Klingenstein LLC | 3,600 | $1.37M | 0.06% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 3,603 | $1.38M | 0.44% | +791+28.1% | Added |
| Leonteq Securities AG | 3,612 | $1.38M | 0.10% | −542−13.0% | Reduced |
| Wedbush Securities Inc | 3,641 | $1.39M | 0.07% | +83+2.3% | Added |
| First Business Financial Services, Inc. | 3,666 | $1.40M | 0.16% | +257+7.5% | Added |
| Orion Portfolio Solutions, LLC | 3,680 | $1.41M | 0.06% | +584+18.9% | Added |
| Sumitomo Life Insurance Co | 3,686 | $1.41M | 0.04% | −587−13.7% | Reduced |
| Qtron Investments LLC | 3,684 | $1.41M | 0.36% | +246+7.2% | Added |
| Park Avenue Securities LLC | 3,760 | $1.44M | 0.03% | −507−11.9% | Reduced |
| Johnson Investment Counsel Inc | 3,769 | $1.44M | 0.02% | −1,004−21.0% | Reduced |
| Violich Capital Management, Inc. | 3,770 | $1.44M | 0.24% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 3,787 | $1.45M | 0.15% | +3,787 | New |
| Diversified Trust Co | 3,796 | $1.45M | 0.05% | +725+23.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 3,797 | $1.45M | 0.07% | −28−0.7% | Reduced |
| Intrust Bank NA | 3,833 | $1.46M | 0.20% | −60−1.5% | Reduced |
| Spire Wealth Management | 3,810 | $1.48M | 0.04% | +2,400+170.2% | Added |
| FRG Family Wealth Advisors LLC | 3,912 | $1.49M | 0.28% | +22+0.6% | Added |
| Smith, Moore & Co. | 3,925 | $1.50M | 0.23% | 00.0% | Unchanged |
| Michael B. Yongue | 3,940 | $1.50M | 1.10% | −195−4.7% | Reduced |
| Stratos Wealth Partners, LTD. | 3,994 | $1.52M | 0.04% | +273+7.3% | Added |
| Ally Financial Inc. | 4,000 | $1.53M | 0.15% | 00.0% | Unchanged |
| Legato Capital Management LLC | 4,005 | $1.53M | 0.22% | +4,005 | New |
| Sterling Investment Management, Inc. | 4,019 | $1.53M | 1.01% | −1,884−31.9% | Reduced |
| Ontario Teachers Pension Plan Board | 4,021 | $1.53M | 0.02% | +10.0% | Added |
| Zeke Capital Advisors, LLC | 4,042 | $1.54M | 0.10% | +4+0.1% | Added |
| Analyst IMS Investment Management Services Ltd. | 4,050 | $1.55M | 0.19% | −1,453−26.4% | Reduced |
| ARGI Investment Services, LLC | 4,065 | $1.55M | 0.05% | +3+0.1% | Added |
| Algert Global LLC | 4,069 | $1.55M | 0.52% | +4,069 | New |
| Community Capital Management, Inc. | 4,100 | $1.56M | 1.58% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4,109 | $1.57M | 0.07% | +159+4.0% | Added |
| Mirova | 4,131 | $1.58M | 0.19% | +150+3.8% | Added |
| Savant Capital, LLC | 4,138 | $1.58M | 0.06% | +9+0.2% | Added |
| Tufton Capital Management | 4,190 | $1.60M | 0.26% | 00.0% | Unchanged |
| Comerica Securities,inc. | 4,220 | $1.61M | 0.12% | +87+2.1% | Added |
| Matisse Capital | 4,272 | $1.63M | 0.52% | +2,000+88.0% | Added |
| IndexIQ Advisors LLC | 4,306 | $1.64M | 0.06% | +13+0.3% | Added |
| Advisory Services Network, LLC | 4,372 | $1.67M | 0.05% | +565+14.8% | Added |
| Group One Trading, L.P. | 4,373 | $1.67M | 0.03% | +4,373 | New |
| Zurich Insurance Group Ltd | 4,400 | $1.68M | 0.02% | −1,200−21.4% | Reduced |
| Jag Capital Management, LLC | 4,407 | $1.68M | 0.13% | −37,651−89.5% | Reduced |
| Truvestments Capital LLC | 4,420 | $1.69M | 0.93% | +862+24.2% | Added |
| Aurora Investment Counsel | 4,435 | $1.69M | 1.18% | −234−5.0% | Reduced |
| Atlas Capital Advisors LLC | 4,441 | $1.70M | 0.28% | +278+6.7% | Added |
| Valeo Financial Advisors, LLC | 4,450 | $1.70M | 0.11% | −24−0.5% | Reduced |
| Hancock Whitney Corp | 4,452 | $1.70M | 0.05% | −110−2.4% | Reduced |
| Vista Investment Management | 4,458 | $1.70M | 1.00% | −88−1.9% | Reduced |
| Haverford Trust Co | 4,462 | $1.70M | 0.02% | +297+7.1% | Added |
| Keudell/Morrison Wealth Management | 4,493 | $1.72M | 0.94% | 00.0% | Unchanged |
| Brookstone Capital Management | 4,359 | $1.74M | 0.03% | +1,423+48.5% | Added |
| Colony Group LLC | 4,549 | $1.74M | 0.03% | −177−3.7% | Reduced |
| AMG National Trust Bank | 4,576 | $1.75M | 0.06% | −331−6.7% | Reduced |
| Hohimer Wealth Management, LLC | 4,580 | $1.75M | 0.36% | +172+3.9% | Added |
| Capula Management Ltd | 4,644 | $1.77M | 0.32% | +3,562+329.2% | Added |
| Madison Wealth Management | 4,657 | $1.78M | 0.39% | +4+0.1% | Added |
| Jackson Wealth Management, LLC | 4,711 | $1.80M | 0.23% | −173−3.5% | Reduced |
| Chesley Taft & Associates LLC | 4,734 | $1.81M | 0.10% | −20−0.4% | Reduced |
| Capstone Investment Advisors, LLC | 4,747 | $1.81M | 0.04% | +4,747 | New |
| Brighton Jones LLC | 4,764 | $1.82M | 0.09% | +22+0.5% | Added |
| Symmetry Partners, LLC | 4,792 | $1.83M | 0.12% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,795 | $1.83M | 0.06% | +34+0.7% | Added |
| Cox Capital Mgt LLC | 4,807 | $1.83M | 1.23% | +207+4.5% | Added |
| Blair William & Co | 4,854 | $1.85M | 0.01% | +126+2.7% | Added |
| TrinityPoint Wealth, LLC | 4,877 | $1.86M | 0.38% | −100−2.0% | Reduced |
| JustInvest LLC | 4,877 | $1.86M | 0.19% | +1,140+30.5% | Added |
| Fort, L.P. | 4,927 | $1.88M | 0.54% | −386−7.3% | Reduced |
| Liberty One Investment Management, LLC | 4,934 | $1.88M | 0.32% | +83+1.7% | Added |
| First Midwest Bank Trust Division | 4,940 | $1.89M | 0.25% | −127−2.5% | Reduced |
| Origin Asset Management LLP | 5,000 | $1.91M | 0.21% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | – | $1.91M | 0.80% | – | – |
| Mount Yale Investment Advisors, LLC | 5,070 | $1.94M | 0.23% | +71+1.4% | Added |