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 |
|---|---|---|---|---|---|
| Vectors Research Management, LLC | 243 | $93.0K | 0.02% | −18−6.9% | Reduced |
| Gemmer Asset Management LLC | 242 | $92.0K | 0.01% | +4+1.7% | Added |
| Investors Research Corp | 235 | $90.0K | 0.03% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 232 | $89.0K | 0.04% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 225 | $86.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 226 | $86.0K | 0.02% | +93+69.9% | Added |
| Lindbrook Capital, LLC | 219 | $84.0K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 207 | $79.0K | 0.03% | +21+11.3% | Added |
| Plante Moran Financial Advisors, LLC | 204 | $78.0K | 0.02% | +14+7.4% | Added |
| Ritter Daniher Financial Advisory, LLC | 202 | $77.0K | 0.06% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 202 | $77.0K | 0.00% | +202 | New |
| Selective Wealth Management, Inc. | 198 | $76.0K | 0.06% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 197 | $75.0K | 0.03% | −1−0.5% | Reduced |
| Enterprise Financial Services Corp | 188 | $71.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 185 | $70.6K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 180 | $69.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 180 | $69.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 175 | $67.0K | 0.02% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 175 | $67.0K | 0.02% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 174 | $66.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 160 | $61.0K | 0.04% | 00.0% | Unchanged |
| Rede Wealth, LLC | 157 | $60.0K | 0.03% | +157 | New |
| Optimum Investment Advisors | 150 | $57.0K | 0.02% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 150 | $57.0K | 0.03% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 150 | $57.0K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 150 | $57.0K | 0.03% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 146 | $56.0K | 0.02% | +12+9.0% | Added |
| First Horizon Corp | 140 | $53.0K | 0.00% | −2,455−94.6% | Reduced |
| Solstein Capital, LLC | 130 | $50.0K | 0.06% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 138 | $50.0K | 0.00% | +138 | New |
| Addison Advisors LLC | 127 | $48.0K | 0.04% | +127 | New |
| Jones Financial Companies LLLP | 123 | $47.0K | 0.00% | −70−36.3% | Reduced |
| West Paces Advisors Inc. | 122 | $46.6K | 0.02% | −18−12.9% | Reduced |
| Key Financial Inc | 116 | $45.0K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 165 | $44.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 114 | $44.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 114 | $44.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 114 | $44.0K | 0.04% | 00.0% | Unchanged |
| M&R Capital Management Inc | 115 | $43.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 110 | $42.0K | 0.00% | −25−18.5% | Reduced |
| BBVA USA | 111 | $42.0K | 0.00% | +111 | New |
| Evoke Wealth, LLC | 108 | $41.0K | 0.00% | −13−10.7% | Reduced |
| IAG Wealth Partners, LLC | 104 | $40.0K | 0.01% | 00.0% | Unchanged |
| Burleson & Company, LLC | 104 | $40.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 105 | $40.0K | 0.02% | +10+10.5% | Added |
| Ancora Advisors, LLC | 103 | $39.0K | 0.00% | −4−3.7% | Reduced |
| First Financial Corp | 99 | $38.0K | 0.03% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 100 | $38.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 100 | $38.0K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 98 | $37.0K | 0.01% | −6−5.8% | Reduced |
| Prestige Wealth Management Group LLC | 97 | $37.0K | 0.01% | −1−1.0% | Reduced |
| Farmers & Merchants Investments Inc | 98 | $37.0K | 0.00% | +23+30.7% | Added |
| Simon Quick Advisors, LLC | 98 | $37.0K | 0.01% | +50+104.2% | Added |
| Itau Unibanco Holding S.A. | 84 | $32.0K | 0.00% | +84 | New |
| CenterStar Asset Management, LLC | – | $31.0K | 0.03% | – | – |
| Hartford Financial Management Inc. | 80 | $31.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 78 | $30.0K | 0.01% | +78 | New |
| Charter Oak Capital Management, LLC | 75 | $29.0K | 0.00% | −236−75.9% | Reduced |
| Proffitt & Goodson Inc | 76 | $29.0K | 0.01% | −20−20.8% | Reduced |
| Pinnacle Bancorp, Inc. | 75 | $29.0K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 77 | $29.0K | 0.00% | +13+20.3% | Added |
| Point72 Hong Kong Ltd | 75 | $29.0K | 0.00% | +24+47.1% | Added |
| Sterling Financial Planning, Inc. | 75 | $29.0K | 0.02% | +75 | New |
| Laurel Wealth Advisors LLC | 70 | $27.0K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 70 | $27.0K | 0.02% | +70 | New |
| Trust Co of Vermont | 67 | $26.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 68 | $26.0K | 0.00% | +10+17.2% | Added |
| Johnson Financial Group, Inc. | 68 | $26.0K | 0.00% | +68 | New |
| Allworth Financial LP | 66 | $25.0K | 0.00% | −344−83.9% | Reduced |
| Field & Main Bank | 65 | $25.0K | 0.02% | −10−13.3% | Reduced |
| Ogorek Anthony Joseph | 68 | $25.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 66 | $25.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 66 | $25.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 64 | $24.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 61 | $23.0K | 0.01% | −13−17.6% | Reduced |
| TD Capital Management LLC | 57 | $22.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 57 | $22.0K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 56 | $21.0K | 0.02% | +56 | New |
| BerganKDV Wealth Management, LLC | 52 | $20.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 51 | $19.0K | 0.00% | +1+2.0% | Added |
| Cribstone Capital Management, LLC | 50 | $19.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 51 | $19.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 45 | $17.0K | 0.01% | −2−4.3% | Reduced |
| JJJ Advisors Inc. | 45 | $17.0K | 0.01% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 44 | $17.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 43 | $16.0K | 0.00% | +37+616.7% | Added |
| Global Financial Private Client, LLC | 41 | $15.7K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 40 | $15.0K | 0.00% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 40 | $15.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 39 | $15.0K | 0.01% | +14+56.0% | Added |
| Rock Creek Group, LP | 36 | $14.0K | 0.00% | −80−69.0% | Reduced |
| Systematic Financial Management LP | 36 | $14.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 36 | $14.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 34 | $13.0K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 31 | $12.0K | 0.01% | +31 | New |
| Bogart Wealth, LLC | 29 | $11.0K | 0.00% | −7−19.4% | Reduced |
| NewSquare Capital LLC | 28 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 28 | $11.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 29 | $11.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 27 | $10.3K | 0.00% | 00.0% | Unchanged |