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 | 1,702 | $107.2B |
| Q2 2024 | 1,712 | $112.7B |
| Q1 2024 | 1,672 | $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 | 1,550 | $108.8B |
| Q3 2022 | 1,448 | $97.0B |
| Q2 2022 | 1,443 | $103.2B |
| Q1 2022 | 1,423 | $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 |
|---|---|---|---|---|---|
| Usca Ria LLC | 9,385 | $3.58M | 0.22% | +65+0.7% | Added |
| Cubist Systematic Strategies, LLC | 9,454 | $3.61M | 0.04% | −20,336−68.3% | Reduced |
| BancorpSouth Bank | 9,632 | $3.68M | 0.53% | +92+1.0% | Added |
| Core Alternative Capital | 9,654 | $3.69M | 0.86% | +1,267+15.1% | Added |
| Narwhal Capital Management | 9,722 | $3.71M | 0.47% | −250−2.5% | Reduced |
| YHB Investment Advisors, Inc. | 9,737 | $3.72M | 0.32% | +1,234+14.5% | Added |
| Northstar Investment Advisors LLC | 9,856 | $3.79M | 0.50% | +204+2.1% | Added |
| PEAK6 Investments LLC | 10,007 | $3.82M | 0.10% | +3,988+66.3% | Added |
| Banco Santander, S.A. | 10,023 | $3.83M | 0.02% | −1,239−11.0% | Reduced |
| Eversept Partners, LP | 10,132 | $3.87M | 0.36% | −53,760−84.1% | Reduced |
| Armstrong Shaw Associates Inc | 10,446 | $3.99M | 3.47% | −336−3.1% | Reduced |
| West Family Investments, Inc. | 10,500 | $4.01M | 1.12% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 10,519 | $4.01M | 0.08% | 00.0% | Unchanged |
| Empowered Funds, LLC | 10,526 | $4.02M | 0.51% | +1,651+18.6% | Added |
| E. Ohman J:or Asset Management AB | 10,600 | $4.05M | 0.13% | +100+1.0% | Added |
| Cetera Advisor Networks LLC | 10,669 | $4.07M | 0.06% | +5,755+117.1% | Added |
| Old Dominion Capital Management Inc | 10,737 | $4.10M | 0.88% | +175+1.7% | Added |
| Bailard, Inc. | 10,774 | $4.11M | 0.14% | −1,155−9.7% | Reduced |
| Winmill & Co. Inc | 10,790 | $4.12M | 1.48% | 00.0% | Unchanged |
| Coastline Trust Co | 10,790 | $4.12M | 0.51% | −1,855−14.7% | Reduced |
| Tudor Investment Corp Et Al | 10,852 | $4.14M | 0.08% | +10,852 | New |
| Vident Investment Advisory, LLC | 10,866 | $4.15M | 0.13% | −9,774−47.4% | Reduced |
| Sepio Capital, LP | 10,905 | $4.16M | 0.35% | +10,905 | New |
| Sabadell Asset Management, S.A S.G.I.I.C | 10,910 | $4.17M | 0.72% | +10,910 | New |
| Baird Financial Group, Inc. | 11,022 | $4.21M | 0.01% | +436+4.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,119 | $4.25M | 0.07% | +16+0.1% | Added |
| Dowling & Yahnke LLC | 11,164 | $4.26M | 0.24% | +572+5.4% | Added |
| Peapack Gladstone Financial Corp | 11,382 | $4.35M | 0.10% | −119−1.0% | Reduced |
| James Investment Research Inc | 11,464 | $4.38M | 0.37% | −548−4.6% | Reduced |
| AlphaCrest Capital Management LLC | 11,466 | $4.38M | 0.19% | +7,567+194.1% | Added |
| Tocqueville Asset Management L.P. | 11,476 | $4.38M | 0.06% | +554+5.1% | Added |
| Kestra Advisory Services, LLC | 11,730 | $4.48M | 0.05% | −451−3.7% | Reduced |
| Cumberland Partners Ltd | 11,795 | $4.50M | 0.35% | −966−7.6% | Reduced |
| Pensionfund DSM Netherlands | 11,925 | $4.55M | 0.59% | −1,000−7.7% | Reduced |
| Endurant Capital Management LP | 11,941 | $4.56M | 1.25% | −19,857−62.4% | Reduced |
| Atom Investors LP | 11,980 | $4.57M | 0.95% | +5,059+73.1% | Added |
| Logan Capital Management Inc | 12,203 | $4.66M | 0.22% | +410+3.5% | Added |
| Community Bank & Trust, Waco, Texas | 12,331 | $4.71M | 1.54% | −551−4.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 12,506 | $4.77M | 0.09% | +6,265+100.4% | Added |
| TCW Group Inc | 12,621 | $4.82M | 0.04% | −194−1.5% | Reduced |
| Institutional & Family Asset Management, LLC | 12,624 | $4.82M | 0.80% | +1,232+10.8% | Added |
| Martingale Asset Management L P | 12,635 | $4.83M | 0.06% | +8,557+209.8% | Added |
| Citadel Advisors LLC | 12,701 | $4.85M | 0.01% | −123,340−90.7% | Reduced |
| Bowling Portfolio Management LLC | 12,759 | $4.87M | 1.09% | −510−3.8% | Reduced |
| Bank of the West | 12,991 | $4.96M | 0.51% | −18,553−58.8% | Reduced |
| Guardian Capital Advisors LP | 12,821 | $4.96M | 0.51% | −795−5.8% | Reduced |
| Leuthold Group, LLC | 13,161 | $5.03M | 0.62% | −252−1.9% | Reduced |
| Hyman Charles D | 13,507 | $5.16M | 0.36% | 00.0% | Unchanged |
| Xponance, Inc. | 13,601 | $5.19M | 0.10% | −3,527−20.6% | Reduced |
| Chartwell Investment Partners, LLC | 13,767 | $5.26M | 0.15% | −3,779−21.5% | Reduced |
| Quantitative Investment Management, LLC | 13,842 | $5.28M | 0.48% | +9,055+189.2% | Added |
| Atria Investments LLC | 14,152 | $5.40M | 0.10% | +560+4.1% | Added |
| Kentucky Retirement Systems | 14,257 | $5.44M | 0.26% | −12−0.1% | Reduced |
| Westbourne Investment Advisors, Inc. | 14,310 | $5.46M | 2.48% | +268+1.9% | Added |
| American Century Companies Inc | 14,350 | $5.48M | 0.00% | −205,039−93.5% | Reduced |
| Daiwa Securities Group Inc. | 14,509 | $5.54M | 0.04% | +1,037+7.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,726 | $5.62M | 0.10% | +1,137+8.4% | Added |
| Scotia Capital Inc. | 14,804 | $5.65M | 0.04% | −3,506−19.1% | Reduced |
| First Citizens Bank & Trust Co | 14,802 | $5.65M | 0.27% | −3,339−18.4% | Reduced |
| Varma Mutual Pension Insurance Co | 15,000 | $5.73M | 0.08% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 15,300 | $5.84M | 0.14% | +100+0.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,332 | $5.85M | 0.14% | −744−4.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 15,405 | $5.88M | 0.82% | −2,085−11.9% | Reduced |
| Capital Analysts, LLC | 15,432 | $5.89M | 0.40% | +614+4.1% | Added |
| Alexandria Capital, LLC | 16,227 | $6.20M | 0.57% | −774−4.6% | Reduced |
| Summit Street Capital Management, LLC | 16,235 | $6.20M | 3.97% | 00.0% | Unchanged |
| Fifth Third Bancorp | 16,241 | $6.20M | 0.03% | +1,013+6.7% | Added |
| Pacer Advisors, Inc. | 16,282 | $6.22M | 0.09% | +2,855+21.3% | Added |
| New Mexico Educational Retirement Board | 16,346 | $6.24M | 0.21% | +600+3.8% | Added |
| Alpine Woods Capital Investors, LLC | 16,426 | $6.27M | 0.65% | −14,294−46.5% | Reduced |
| Vontobel Holding Ltd. | 16,926 | $6.46M | 0.06% | −3,963−19.0% | Reduced |
| Arbor Wealth Management, LLC | 16,958 | $6.47M | 1.60% | −343−2.0% | Reduced |
| CIBC World Markets Corp | 17,000 | $6.49M | 0.05% | −6,347−27.2% | Reduced |
| Siemens Fonds Invest GmbH | 17,072 | $6.52M | 0.77% | −15,045−46.8% | Reduced |
| Elo Mutual Pension Insurance Co | 17,122 | $6.54M | 0.22% | −820−4.6% | Reduced |
| Huntington National Bank | 17,384 | $6.64M | 0.07% | +1,338+8.3% | Added |
| Illinois Municipal Retirement Fund | 17,569 | $6.71M | 0.27% | +1,086+6.6% | Added |
| Tamar Securities, LLC | 17,659 | $6.74M | 2.60% | +93+0.5% | Added |
| QS Investors, LLC | 17,743 | $6.78M | 0.08% | +9,139+106.2% | Added |
| Sandy Spring Bank | 17,756 | $6.78M | 0.36% | +496+2.9% | Added |
| Lockheed Martin Investment Management Co | 17,790 | $6.79M | 0.36% | −5,310−23.0% | Reduced |
| Davenport & Co LLC | 17,829 | $6.81M | 0.05% | −53−0.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 18,023 | $6.88M | 0.03% | −13,701−43.2% | Reduced |
| Creative Planning | 18,171 | $6.94M | 0.01% | −4,862−21.1% | Reduced |
| Shell Asset Management Co | 18,341 | $7.00M | 0.14% | −1,224−6.3% | Reduced |
| Maryland State Retirement & Pension System | 18,477 | $7.12M | 0.23% | −604−3.2% | Reduced |
| Tredje AP-fonden | 18,657 | $7.12M | 0.15% | 00.0% | Unchanged |
| McKinley Capital Management LLC /Delaware | 18,810 | $7.18M | 0.50% | +18,810 | New |
| Greatmark Investment Partners, Inc. | 18,826 | $7.19M | 1.30% | −425−2.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 18,850 | $7.20M | 0.03% | +913+5.1% | Added |
| Calamos Advisors LLC | 18,870 | $7.21M | 0.04% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 19,154 | $7.31M | 1.28% | +252+1.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 19,500 | $7.45M | 0.08% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 19,912 | $7.60M | 0.32% | +7,633+62.2% | Added |
| Cornerstone Advisors, LLC | 20,000 | $7.64M | 0.45% | +4,000+25.0% | Added |
| ING Groep NV | 20,109 | $7.68M | 0.12% | +3,894+24.0% | Added |
| Norinchukin Bank, The | 20,272 | $7.74M | 0.11% | −98−0.5% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 20,311 | $7.75M | 0.69% | −3,105−13.3% | Reduced |
| Unison Asset Management LLC | 20,501 | $7.83M | 6.82% | 00.0% | Unchanged |
| Taylor Wealth Management Partners | 20,590 | $7.86M | 2.77% | −283−1.4% | Reduced |