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 |
|---|---|---|---|---|---|
| Bluestein R H & Co | 646 | $247.0K | 0.01% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 644 | $246.0K | 0.18% | −11−1.7% | Reduced |
| Diligent Investors, LLC | 645 | $246.0K | 0.08% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 665 | $245.0K | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 642 | $245.0K | 0.03% | +70+12.2% | Added |
| Ellevest, Inc. | 637 | $243.0K | 0.02% | +101+18.8% | Added |
| Windsor Capital Management, LLC | 634 | $242.0K | 0.08% | −24−3.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 629 | $240.0K | 0.04% | −12−1.9% | Reduced |
| Washington Capital Management Inc | 625 | $239.0K | 0.29% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 625 | $238.0K | 0.03% | +18+3.0% | Added |
| Laurion Capital Management LP | 624 | $238.0K | 0.00% | +624 | New |
| Joel Isaacson & Co., LLC | 621 | $237.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 618 | $236.0K | 0.00% | +97+18.6% | Added |
| Sage Mountain Advisors LLC | 617 | $236.0K | 0.04% | +617 | New |
| Washington Trust Co | 616 | $235.0K | 0.01% | −3−0.5% | Reduced |
| Proficio Capital Partners LLC | 609 | $233.0K | 0.03% | +18+3.0% | Added |
| First Horizon Advisors, Inc. | 609 | $232.0K | 0.01% | −31−4.8% | Reduced |
| Humankind Investments LLC | 605 | $231.0K | 0.11% | +605 | New |
| Evergreen Capital Management LLC | 600 | $229.0K | 0.01% | −35−5.5% | Reduced |
| Wintrust Investments LLC | 600 | $229.0K | 0.02% | +600 | New |
| Summit Place Financial Advisors, LLC | 600 | $229.0K | 0.17% | +600 | New |
| Roberts Glore & Co Inc | 595 | $227.0K | 0.07% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 594 | $227.0K | 0.04% | 00.0% | Unchanged |
| Family Firm, Inc. | 593 | $227.0K | 0.06% | +1+0.2% | Added |
| Berman Capital Advisors, LLC | 595 | $226.0K | 0.04% | +120+25.3% | Added |
| AIMZ Investment Advisors, LLC | 590 | $225.0K | 0.10% | −10−1.7% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 590 | $225.0K | 0.06% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 586 | $224.0K | 0.02% | 00.0% | Unchanged |
| Renaissance Group LLC | 582 | $222.0K | 0.01% | −198−25.4% | Reduced |
| Annex Advisory Services, LLC | 582 | $222.0K | 0.02% | −30−4.9% | Reduced |
| Old Mission Investment Co LLC | 575 | $219.5K | 0.09% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 572 | $219.0K | 0.01% | +6+1.1% | Added |
| Fairhaven Wealth Management, LLC | 567 | $216.0K | 0.09% | −6−1.0% | Reduced |
| CPWM, LLC | 564 | $215.0K | 0.02% | −30−5.1% | Reduced |
| Balentine LLC | 563 | $215.0K | 0.01% | +563 | New |
| Old Port Advisors | 543 | $215.0K | 0.08% | +543 | New |
| Brendel Financial Advisors LLC | 562 | $215.0K | 0.12% | +562 | New |
| Benjamin F. Edwards & Company, Inc. | 561 | $214.0K | 0.01% | +64+12.9% | Added |
| Sustainable Insight Capital Management, LLC | 558 | $213.0K | 0.13% | +558 | New |
| Allegheny Financial Group LTD | 554 | $212.0K | 0.10% | −5−0.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 555 | $212.0K | 0.07% | +555 | New |
| Waddell & Associates, LLC | 554 | $212.0K | 0.04% | +554 | New |
| Hilltop Holdings Inc. | 550 | $210.0K | 0.02% | +550 | New |
| Bridgeworth, LLC | 549 | $210.0K | 0.06% | +549 | New |
| Quantamental Technologies LLC | 551 | $210.0K | 0.19% | +551 | New |
| Gerber Kawasaki Wealth & Investment Management | 550 | $209.0K | 0.02% | +550 | New |
| St Germain D J Co Inc | 544 | $208.0K | 0.01% | +544 | New |
| Northeast Investment Management | 546 | $208.0K | 0.01% | +546 | New |
| McKinley Carter Wealth Services, Inc. | 542 | $207.0K | 0.02% | +542 | New |
| Samalin Investment Counsel, LLC | 540 | $207.0K | 0.13% | +540 | New |
| CCG Wealth Management, LLC | 538 | $205.0K | 0.16% | +538 | New |
| Calton & Associates, Inc. | 532 | $204.0K | 0.04% | +532 | New |
| Successful Portfolios LLC | 531 | $203.0K | 0.12% | +531 | New |
| Strategic Wealth Designers | 531 | $203.0K | 0.07% | +531 | New |
| Marotta Asset Management | 523 | $200.7K | 0.05% | +523 | New |
| Assetmark, Inc | 517 | $197.0K | 0.00% | +18+3.6% | Added |
| DB Wealth Management Group, LLC | 503 | $192.0K | 0.12% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 501 | $191.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 499 | $191.0K | 0.06% | +11+2.3% | Added |
| First Bank & Trust | 490 | $187.0K | 0.09% | +38+8.4% | Added |
| Eagle Bay Advisors LLC | 481 | $186.0K | 0.15% | +481 | New |
| Manchester Capital Management LLC | 476 | $182.0K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 457 | $174.0K | 0.01% | −29−6.0% | Reduced |
| Carroll Financial Associates, Inc. | 458 | $174.0K | 0.01% | +3+0.7% | Added |
| Glassman Wealth Services | 446 | $170.0K | 0.04% | −66−12.9% | Reduced |
| Red Door Wealth Management, LLC | 444 | $169.0K | 0.07% | +444 | New |
| NEXT Financial Group, Inc | 439 | $168.0K | 0.01% | −146−25.0% | Reduced |
| Harvest Fund Management Co., Ltd | 437 | $167.0K | 0.02% | +87+24.9% | Added |
| Arkadios Wealth Advisors | 430 | $164.0K | 0.02% | +124+40.5% | Added |
| Cohen & Steers, Inc. | 421 | $161.0K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 407 | $155.0K | 0.13% | 00.0% | Unchanged |
| FourThought Financial, LLC | 408 | $155.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 407 | $155.0K | 0.03% | +21+5.4% | Added |
| AdvisorNet Financial, Inc | 400 | $153.0K | 0.01% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 399 | $152.0K | 0.02% | +399 | New |
| Larson Financial Group LLC | 393 | $150.0K | 0.03% | +226+135.3% | Added |
| Walleye Trading LLC | 393 | $150.0K | 0.00% | +393 | New |
| CVA Family Office, LLC | 375 | $143.0K | 0.04% | +90+31.6% | Added |
| Security National Trust Co | 370 | $141.0K | 0.03% | 00.0% | Unchanged |
| Delta Asset Management LLC | 360 | $137.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 349 | $133.0K | 0.03% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 341 | $130.0K | 0.02% | 00.0% | Unchanged |
| Kings Point Capital Management | 335 | $128.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 333 | $127.0K | 0.09% | 00.0% | Unchanged |
| Private Ocean, LLC | 328 | $125.0K | 0.02% | +5+1.5% | Added |
| Hexavest Inc. | 324 | $124.0K | 0.01% | +324 | New |
| Jacobi Capital Management LLC | 317 | $121.0K | 0.02% | +32+11.2% | Added |
| Smithfield Trust Co | 303 | $115.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 283 | $108.0K | 0.02% | +15+5.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 282 | $108.0K | 0.00% | +282 | New |
| Archer Investment Corp | 276 | $105.4K | 0.04% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 276 | $105.0K | 0.05% | +276 | New |
| Parisi Gray Wealth Management | 271 | $103.0K | 0.04% | +271 | New |
| Psagot Investment House Ltd. | 264 | $101.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 265 | $101.0K | 0.04% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 257 | $98.0K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 251 | $96.0K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 250 | $95.0K | 0.03% | 00.0% | Unchanged |
| West Oak Capital, LLC | 250 | $95.0K | 0.04% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 247 | $94.0K | 0.07% | +76+44.4% | Added |