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 |
|---|---|---|---|---|---|
| Pettinga Financial Advisors, LLC | 940 | $359.0K | 0.10% | +8+0.9% | Added |
| Burns Matteson Capital Management, LLC | 937 | $357.7K | 0.28% | +937 | New |
| Holderness Investments Co | 930 | $355.0K | 0.12% | 00.0% | Unchanged |
| First Manhattan Co | 926 | $353.0K | 0.00% | +150+19.3% | Added |
| Brandywine Oak Private Wealth LLC | 923 | $352.0K | 0.04% | +30+3.4% | Added |
| Stony Point Wealth Management Inc. | 917 | $350.0K | 0.23% | −147−13.8% | Reduced |
| Cable Hill Partners, LLC | 910 | $347.0K | 0.08% | +910 | New |
| Alpha Omega Wealth Management LLC | 907 | $346.0K | 0.06% | +6+0.7% | Added |
| Horan Securities, Inc. | 901 | $344.0K | 0.25% | 00.0% | Unchanged |
| Ossiam | 890 | $342.0K | 0.01% | −2,388−72.8% | Reduced |
| Gyon Technologies Capital Management, LP | 887 | $339.0K | 0.11% | −277−23.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 881 | $336.0K | 0.03% | +168+23.6% | Added |
| Cutler Group LP | 879 | $335.0K | 0.02% | +100+12.8% | Added |
| Regent Peak Wealth Advisors LLC | 869 | $334.0K | 0.09% | −40−4.4% | Reduced |
| First National Bank of South Miami | 867 | $331.0K | 0.23% | +56+6.9% | Added |
| Echo Street Capital Management LLC | 865 | $330.0K | 0.00% | +865 | New |
| Column Capital Advisors, LLC | 861 | $329.0K | 0.07% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 862 | $329.0K | 0.04% | +198+29.8% | Added |
| Convergence Investment Partners, LLC | 858 | $328.0K | 0.14% | −32−3.6% | Reduced |
| Avantax Planning Partners, Inc. | 860 | $328.0K | 0.02% | +189+28.2% | Added |
| Constitution Capital LLC | 850 | $325.0K | 0.20% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 851 | $325.0K | 0.01% | +56+7.0% | Added |
| Penserra Capital Management LLC | 855 | $325.0K | 0.01% | +222+35.1% | Added |
| State of Wyoming | 847 | $324.0K | 0.20% | +425+100.7% | Added |
| Whalerock Point Partners, LLC | 845 | $322.6K | 0.12% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 839 | $320.0K | 0.06% | −43−4.9% | Reduced |
| Founders Financial Alliance, LLC | 832 | $319.0K | 0.15% | +37+4.7% | Added |
| Spinnaker Trust | 827 | $316.0K | 0.02% | −4−0.5% | Reduced |
| Cornerstone Wealth Group, LLC | 818 | $314.0K | 0.06% | +8+1.0% | Added |
| Latitude Advisors, LLC | 813 | $310.0K | 0.23% | −19−2.3% | Reduced |
| Boston Common Asset Management, LLC | 809 | $309.0K | 0.01% | +55+7.3% | Added |
| CX Institutional | 806 | $308.0K | 0.03% | −118−12.8% | Reduced |
| Canal Capital Management, LLC | 807 | $308.0K | 0.09% | +807 | New |
| GSB Wealth Management, LLC | 803 | $306.0K | 0.10% | +1+0.1% | Added |
| Concord Wealth Partners | 802 | $306.0K | 0.09% | +38+5.0% | Added |
| Meyer Handelman Co | 800 | $305.0K | 0.01% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 800 | $305.0K | 0.19% | 00.0% | Unchanged |
| Inverness Counsel LLC | 794 | $303.0K | 0.01% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 793 | $302.0K | 0.09% | −5−0.6% | Reduced |
| Atlantic Trust, LLC | 792 | $302.0K | 0.20% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 792 | $302.0K | 0.16% | +748+1,700.0% | Added |
| Brightworth | 790 | $302.0K | 0.03% | +790 | New |
| Cedar Wealth Management, LLC | 786 | $300.0K | 0.14% | −205−20.7% | Reduced |
| East Coast Asset Management, LLC. | 785 | $300.0K | 0.07% | 00.0% | Unchanged |
| BBR Partners, LLC | 778 | $297.0K | 0.02% | −112−12.6% | Reduced |
| Hurlow Wealth Management Group, Inc. | 776 | $296.0K | 0.19% | 00.0% | Unchanged |
| DRW Securities, LLC | 775 | $296.0K | 0.04% | +775 | New |
| Engine No. 1 LLC | 776 | $296.0K | 0.08% | +776 | New |
| IHT Wealth Management, LLC | 772 | $295.0K | 0.02% | +39+5.3% | Added |
| Wealthquest Corp | 772 | $294.0K | 0.05% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 765 | $292.0K | 0.18% | +125+19.5% | Added |
| Chicago Trust Co NA | 763 | $291.0K | 0.07% | +763 | New |
| Tobam | 757 | $289.0K | 0.01% | −105−12.2% | Reduced |
| Appleton Partners Inc | 755 | $288.0K | 0.02% | −5−0.7% | Reduced |
| Altfest L J & Co Inc | 755 | $288.0K | 0.06% | +1+0.1% | Added |
| Ritholtz Wealth Management | 754 | $288.0K | 0.02% | +754 | New |
| Capital Management Corp | 750 | $286.0K | 0.06% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 737 | $281.0K | 0.00% | 00.0% | Unchanged |
| Keel Point, LLC | 737 | $281.0K | 0.03% | +8+1.1% | Added |
| Dynamic Advisor Solutions LLC | 736 | $281.0K | 0.02% | +26+3.7% | Added |
| JGP Global Gestao de Recursos Ltda. | 728 | $278.0K | 0.09% | +2+0.3% | Added |
| Reilly Financial Advisors, LLC | 729 | $278.0K | 0.02% | +12+1.7% | Added |
| Halbert Hargrove Global Advisors, LLC | 725 | $277.0K | 0.02% | +8+1.1% | Added |
| Waldron Private Wealth LLC | 725 | $276.0K | 0.02% | −15−2.0% | Reduced |
| Woodstock Corp | 720 | $275.0K | 0.03% | −25−3.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 715 | $275.0K | 0.17% | 00.0% | Unchanged |
| First National Trust Co | 720 | $275.0K | 0.02% | +35+5.1% | Added |
| Geller Advisors LLC | 714 | $273.0K | 0.06% | −2−0.3% | Reduced |
| SevenBridge Financial Group, LLC | 712 | $272.0K | 0.09% | 00.0% | Unchanged |
| Claybrook Capital, LLC | 712 | $272.0K | 0.09% | +712 | New |
| Fulton Breakefield Broenniman LLC | 711 | $271.0K | 0.02% | 00.0% | Unchanged |
| Glenview Trust Co | 708 | $270.0K | 0.01% | −1,060−60.0% | Reduced |
| Fort Point Capital Partners LLC | 708 | $270.0K | 0.05% | 00.0% | Unchanged |
| Adams Wealth Management | 706 | $270.0K | 0.12% | 00.0% | Unchanged |
| PDS Planning, Inc | 708 | $270.0K | 0.07% | +26+3.8% | Added |
| Spotlight Asset Group, Inc. | 707 | $270.0K | 0.10% | +44+6.6% | Added |
| Vantage Consulting Group Inc | 707 | $270.0K | 0.05% | +143+25.4% | Added |
| First Mercantile Trust Co | 700 | $267.0K | 0.03% | −90−11.4% | Reduced |
| Kanawha Capital Management LLC | 700 | $267.0K | 0.02% | −16−2.2% | Reduced |
| Summit Financial Group Inc | 693 | $265.0K | 0.10% | 00.0% | Unchanged |
| Midwest Wealth Management Inc. | 694 | $265.0K | 0.19% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 691 | $264.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 691 | $264.0K | 0.01% | +691 | New |
| Reston Wealth Management LLC | 690 | $263.0K | 0.13% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 683 | $261.0K | 0.00% | −142−17.2% | Reduced |
| Axiom Financial Strategies, LLC | 683 | $261.0K | 0.12% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 683 | $261.0K | 0.26% | +683 | New |
| Ridgewood Investments LLC | 681 | $260.0K | 0.17% | −21−3.0% | Reduced |
| Stanley-Laman Group, Ltd. | 682 | $260.0K | 0.04% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 682 | $260.0K | 0.23% | +15+2.2% | Added |
| Quantitative Systematic Strategies LLC | 677 | $258.0K | 0.09% | −5,766−89.5% | Reduced |
| Caldwell Trust Co | 668 | $255.0K | 0.03% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 667 | $255.0K | 0.07% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 666 | $254.0K | 0.02% | +666 | New |
| San Francisco Sentry Investment Group (Ca) | 665 | $253.0K | 0.13% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 662 | $252.0K | 0.11% | +662 | New |
| Braun Stacey Associates Inc | 653 | $250.0K | 0.01% | −50−7.1% | Reduced |
| Henshaw Capital LLC | 651 | $248.6K | 0.02% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 650 | $248.0K | 0.10% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 672 | $247.0K | 0.14% | −1−0.1% | Reduced |