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 |
|---|---|---|---|---|---|
| Jackson Hole Capital Partners, LLC | 5,131 | $1.96M | 0.68% | +58+1.1% | Added |
| Homrich & Berg | 5,132 | $1.96M | 0.05% | +702+15.8% | Added |
| Argent Trust Co | 5,136 | $1.96M | 0.13% | +99+2.0% | Added |
| Greenleaf Trust | 5,140 | $1.96M | 0.02% | −4−0.1% | Reduced |
| Rafferty Asset Management, LLC | 5,157 | $1.97M | 0.01% | +395+8.3% | Added |
| Oppenheimer Asset Management Inc. | 5,161 | $1.97M | 0.03% | +1,384+36.6% | Added |
| GWM Advisors LLC | 5,200 | $1.99M | 0.05% | +1,241+31.3% | Added |
| Stableford Capital II LLC | 5,217 | $1.99M | 0.95% | +154+3.0% | Added |
| Pettyjohn, Wood & White, Inc | 5,263 | $2.01M | 0.45% | −175−3.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 5,289 | $2.02M | 1.40% | +30+0.6% | Added |
| Malaga Cove Capital, LLC | 5,297 | $2.02M | 0.87% | −17−0.3% | Reduced |
| Wright Investors Service Inc | 5,323 | $2.03M | 0.55% | +486+10.0% | Added |
| Tower Research Capital LLC (TRC) | 5,376 | $2.05M | 0.05% | −16,431−75.3% | Reduced |
| First Hawaiian Bank | 5,462 | $2.08M | 0.09% | −3,859−41.4% | Reduced |
| Foundations Investment Advisors, LLC | 5,365 | $2.08M | 0.10% | +1,126+26.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 5,514 | $2.10M | 0.01% | −900−14.0% | Reduced |
| Stonebridge Capital Advisors LLC | 5,523 | $2.11M | 0.26% | +65+1.2% | Added |
| Veriti Management LLC | 5,545 | $2.12M | 0.32% | +1,839+49.6% | Added |
| Seeyond | 5,666 | $2.16M | 0.20% | −293−4.9% | Reduced |
| Lederer & Associates Investment Counsel | 5,759 | $2.20M | 1.46% | +244+4.4% | Added |
| Bangor Savings Bank | 5,789 | $2.21M | 0.25% | −337−5.5% | Reduced |
| Family Legacy, Inc. | 5,758 | $2.21M | 0.99% | +117+2.1% | Added |
| Delta Capital Management LLC | 5,910 | $2.26M | 1.40% | 00.0% | Unchanged |
| Cetera Investment Advisers | 6,001 | $2.29M | 0.04% | +304+5.3% | Added |
| Lester Murray Antman dba SimplyRich | 6,028 | $2.30M | 1.06% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 6,069 | $2.32M | 0.02% | +5,878+3,077.5% | Added |
| Wetherby Asset Management Inc | 6,071 | $2.32M | 0.14% | −583−8.8% | Reduced |
| Kestra Private Wealth Services, LLC | 6,110 | $2.33M | 0.14% | +20+0.3% | Added |
| Shelton Capital Management | 6,132 | $2.34M | 0.09% | 00.0% | Unchanged |
| First Quadrant L P | 6,222 | $2.38M | 0.27% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 6,231 | $2.38M | 0.19% | +2,341+60.2% | Added |
| Strategic Financial Services, Inc, | 6,252 | $2.39M | 0.19% | −97−1.5% | Reduced |
| Vestcor Inc | 6,256 | $2.39M | 0.08% | −7,410−54.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,289 | $2.40M | 0.13% | +2,832+81.9% | Added |
| Bragg Financial Advisors, Inc | 6,300 | $2.40M | 0.15% | 00.0% | Unchanged |
| Channing Capital Management, LLC | 6,318 | $2.41M | 0.08% | −14,443−69.6% | Reduced |
| D.A. Davidson & Co. | 6,361 | $2.43M | 0.03% | −311−4.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,373 | $2.43M | 0.26% | −152−2.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 6,400 | $2.44M | 0.00% | +6,400 | New |
| Allstate Corp | 6,410 | $2.45M | 0.08% | −476−6.9% | Reduced |
| Ninety One North America, Inc. | 6,419 | $2.45M | 0.11% | −117−1.8% | Reduced |
| Trexquant Investment LP | 6,487 | $2.48M | 0.21% | +6,487 | New |
| Redpoint Investment Management Pty Ltd | 6,517 | $2.49M | 0.20% | −296−4.3% | Reduced |
| Pathstone Family Office, LLC | 6,528 | $2.49M | 0.07% | +2,374+57.1% | Added |
| Quadrature Capital Ltd | 6,622 | $2.53M | 0.10% | −6,943−51.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,694 | $2.56M | 0.12% | −250−3.6% | Reduced |
| Van Eck Associates Corp | 6,794 | $2.59M | 0.01% | +189+2.9% | Added |
| Ethic Inc. | 6,827 | $2.61M | 0.32% | +1,784+35.4% | Added |
| AMJ Financial Wealth Management | 6,876 | $2.63M | 1.14% | +6,876 | New |
| Red Cedar Capital, LLC | 6,880 | $2.63M | 1.65% | 00.0% | Unchanged |
| IBM Retirement Fund | 6,905 | $2.64M | 0.21% | −1,559−18.4% | Reduced |
| Agf Investments Inc. | 6,925 | $2.64M | 0.02% | +2,601+60.2% | Added |
| Pinkerton Retirement Specialists, LLC | 6,945 | $2.65M | 0.51% | +262+3.9% | Added |
| Oak Associates, Ltd | 7,030 | $2.68M | 0.15% | −130−1.8% | Reduced |
| RDA Financial Network | 7,109 | $2.71M | 1.20% | −248−3.4% | Reduced |
| Bull Street Advisors, LLC | 7,246 | $2.77M | 1.48% | −76−1.0% | Reduced |
| Edmp, Inc. | 7,261 | $2.77M | 2.91% | −30−0.4% | Reduced |
| Cresset Asset Management, LLC | 7,311 | $2.79M | 0.04% | +6,103+505.2% | Added |
| Everence Capital Management Inc | 7,320 | $2.79M | 0.23% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 7,377 | $2.82M | 0.13% | −300−3.9% | Reduced |
| Wealthfront Advisers LLC | 7,406 | $2.83M | 0.01% | +1,153+18.4% | Added |
| Capital International Sarl | 7,448 | $2.84M | 0.25% | −1,066−12.5% | Reduced |
| Empirical Finance, LLC | 7,497 | $2.86M | 0.47% | −4,467−37.3% | Reduced |
| Asio Capital, LLC | 7,512 | $2.87M | 1.01% | +277+3.8% | Added |
| Burney Co | 7,591 | $2.90M | 0.13% | −525−6.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 7,647 | $2.92M | 0.11% | −75−1.0% | Reduced |
| AE Wealth Management LLC | 7,659 | $2.92M | 0.03% | +26+0.3% | Added |
| Cigna Investments Inc | 7,717 | $2.95M | 0.21% | −1,159−13.1% | Reduced |
| Duncker Streett & Co Inc | 7,760 | $2.96M | 0.55% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 7,793 | $2.98M | 0.04% | +378+5.1% | Added |
| Garrison Bradford & Associates Inc | 7,918 | $3.02M | 3.14% | −199−2.5% | Reduced |
| Fort Washington Investment Advisors Inc | 7,956 | $3.04M | 0.03% | −88−1.1% | Reduced |
| Erste Asset Management GmbH | 7,977 | $3.04M | 0.06% | −556−6.5% | Reduced |
| TD Private Client Wealth LLC | 7,989 | $3.05M | 0.13% | +8+0.1% | Added |
| ProVise Management Group, LLC | 7,996 | $3.05M | 0.31% | −107−1.3% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $3.05M | 0.85% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 8,001 | $3.06M | 0.14% | −749−8.6% | Reduced |
| Altrinsic Global Advisors LLC | 8,100 | $3.09M | 0.09% | +8,100 | New |
| ExodusPoint Capital Management, LP | 8,408 | $3.21M | 0.05% | −8,769−51.1% | Reduced |
| Alamar Capital Management, LLC | 8,442 | $3.22M | 2.81% | +74+0.9% | Added |
| World Asset Management Inc | 8,623 | $3.29M | 0.30% | −283−3.2% | Reduced |
| Pensionfund Sabic | 8,650 | $3.30M | 0.70% | 00.0% | Unchanged |
| Verition Fund Management LLC | 8,654 | $3.30M | 0.05% | −8,481−49.5% | Reduced |
| United Capital Financial Advisers, LLC | 8,657 | $3.31M | 0.02% | +25+0.3% | Added |
| Veritable, L.P. | 8,657 | $3.31M | 0.05% | +318+3.8% | Added |
| Regions Financial Corp | 8,701 | $3.32M | 0.03% | +320+3.8% | Added |
| Advisors Asset Management, Inc. | 8,738 | $3.34M | 0.05% | −1,592−15.4% | Reduced |
| Advisor Partners LLC | 8,873 | $3.39M | 0.22% | −39−0.4% | Reduced |
| Private Advisor Group, LLC | 8,892 | $3.40M | 0.03% | −10,338−53.8% | Reduced |
| Synovus Financial Corp | 8,897 | $3.40M | 0.03% | −257−2.8% | Reduced |
| Aptus Capital Advisors, LLC | 8,909 | $3.40M | 0.15% | +1,199+15.6% | Added |
| Tandem Capital Management Corp | 8,982 | $3.43M | 2.16% | +22+0.2% | Added |
| Old National Bancorp | 8,999 | $3.44M | 0.13% | −324−3.5% | Reduced |
| Icon Advisers Inc | 9,100 | $3.47M | 0.57% | 00.0% | Unchanged |
| Weiss Asset Management LP | 9,120 | $3.48M | 0.10% | +9,120 | New |
| Transform Wealth, LLC | 9,144 | $3.49M | 0.43% | +7,130+354.0% | Added |
| Benedict Financial Advisors Inc | 9,181 | $3.50M | 0.97% | −50−0.5% | Reduced |
| Keybank National Association | 9,192 | $3.51M | 0.02% | −34−0.4% | Reduced |
| KCM Investment Advisors LLC | 9,215 | $3.52M | 0.14% | −156−1.7% | Reduced |
| SG Americas Securities, LLC | 9,385 | $3.58M | 0.02% | −14,688−61.0% | Reduced |