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 |
|---|---|---|---|---|---|
| Palladium Partners LLC | 30,716 | $11.7M | 0.55% | −89−0.3% | Reduced |
| Metropolitan Life Insurance Co | 29,784 | $11.4M | 0.16% | −3,919−11.6% | Reduced |
| Parus Finance (UK) Ltd | 29,415 | $11.2M | 2.72% | +164+0.6% | Added |
| Swarthmore Group Inc | 29,237 | $11.2M | 2.88% | −865−2.9% | Reduced |
| Parkwood LLC | 28,688 | $11.0M | 1.92% | −1,671−5.5% | Reduced |
| Punch & Associates Investment Management, Inc. | 28,204 | $10.8M | 0.61% | −415−1.5% | Reduced |
| Stanley Capital Management, LLC | 28,100 | $10.7M | 4.08% | −1,000−3.4% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 27,859 | $10.6M | 0.16% | −4,652−14.3% | Reduced |
| Adviser Investments LLC | 27,575 | $10.5M | 0.79% | +472+1.7% | Added |
| Northwest & Ethical Investments L.P. | 27,365 | $10.4M | 0.34% | +4,128+17.8% | Added |
| Hartford Investment Management Co | 27,151 | $10.4M | 0.26% | −595−2.1% | Reduced |
| MML Investors Services, LLC | 25,870 | $9.88M | 0.08% | +2,246+9.5% | Added |
| Qube Research & Technologies Ltd | 25,326 | $9.67M | 0.12% | +7,594+42.8% | Added |
| Nissay Asset Management Corp | 25,240 | $9.64M | 0.08% | +450+1.8% | Added |
| Ergoteles LLC | 25,067 | $9.57M | 0.22% | −21,689−46.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 24,992 | $9.54M | 0.19% | −1,544−5.8% | Reduced |
| Balyasny Asset Management LLC | 24,878 | $9.50M | 0.05% | +24,878 | New |
| Whittier Trust Co of Nevada Inc | 24,841 | $9.48M | 0.39% | −423−1.7% | Reduced |
| Guggenheim Capital LLC | 24,602 | $9.39M | 0.06% | −2,573−9.5% | Reduced |
| CIBC World Markets Inc. | 24,554 | $9.38M | 0.03% | −5,823−19.2% | Reduced |
| Crossmark Global Holdings, Inc. | 24,488 | $9.35M | 0.22% | +2,081+9.3% | Added |
| Mercer Global Advisors Inc | 23,940 | $9.14M | 0.07% | +2,315+10.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 23,928 | $9.14M | 0.55% | +2,000+9.1% | Added |
| Hyperion Capital Advisors LP | 23,904 | $9.13M | 2.61% | +9,942+71.2% | Added |
| Miracle Mile Advisors, LLC | 23,110 | $8.82M | 0.47% | −622−2.6% | Reduced |
| TT International Asset Management LTD | 22,765 | $8.69M | 0.40% | 00.0% | Unchanged |
| First American Trust, FSB | 22,506 | $8.59M | 1.35% | −915−3.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 22,436 | $8.57M | 0.17% | −1,018−4.3% | Reduced |
| Stephens Inc | 22,115 | $8.44M | 0.13% | −451−2.0% | Reduced |
| Impax Asset Management Group plc | 21,876 | $8.35M | 0.04% | +4,195+23.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 21,762 | $8.31M | 0.10% | −153−0.7% | Reduced |
| CIBC Asset Management Inc | 21,645 | $8.26M | 0.03% | +193+0.9% | Added |
| Highland Capital Management, LLC | 21,486 | $8.20M | 0.49% | −410−1.9% | Reduced |
| Geneos Wealth Management Inc. | 20,909 | $8.10M | 0.32% | −1,160−5.3% | Reduced |
| GAM Holding AG | 20,978 | $8.01M | 0.35% | −754−3.5% | Reduced |
| Parsec Financial Management, Inc. | 20,885 | $7.97M | 0.38% | +379+1.8% | Added |
| Securian Asset Management, Inc | 20,744 | $7.92M | 0.16% | −41−0.2% | Reduced |
| Taylor Wealth Management Partners | 20,590 | $7.86M | 2.77% | −283−1.4% | Reduced |
| Unison Asset Management LLC | 20,501 | $7.83M | 6.82% | 00.0% | Unchanged |
| Smith, Graham & Co., Investment Advisors, LP | 20,311 | $7.75M | 0.69% | −3,105−13.3% | Reduced |
| Norinchukin Bank, The | 20,272 | $7.74M | 0.11% | −98−0.5% | Reduced |
| ING Groep NV | 20,109 | $7.68M | 0.12% | +3,894+24.0% | Added |
| Cornerstone Advisors, LLC | 20,000 | $7.64M | 0.45% | +4,000+25.0% | Added |
| Gotham Asset Management, LLC | 19,912 | $7.60M | 0.32% | +7,633+62.2% | Added |
| Ilmarinen Mutual Pension Insurance Co | 19,500 | $7.45M | 0.08% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 19,154 | $7.31M | 1.28% | +252+1.3% | Added |
| Calamos Advisors LLC | 18,870 | $7.21M | 0.04% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 18,850 | $7.20M | 0.03% | +913+5.1% | Added |
| Greatmark Investment Partners, Inc. | 18,826 | $7.19M | 1.30% | −425−2.2% | Reduced |
| McKinley Capital Management LLC /Delaware | 18,810 | $7.18M | 0.50% | +18,810 | New |
| Tredje AP-fonden | 18,657 | $7.12M | 0.15% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 18,477 | $7.12M | 0.23% | −604−3.2% | Reduced |
| Shell Asset Management Co | 18,341 | $7.00M | 0.14% | −1,224−6.3% | Reduced |
| Creative Planning | 18,171 | $6.94M | 0.01% | −4,862−21.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 18,023 | $6.88M | 0.03% | −13,701−43.2% | Reduced |
| Davenport & Co LLC | 17,829 | $6.81M | 0.05% | −53−0.3% | Reduced |
| Lockheed Martin Investment Management Co | 17,790 | $6.79M | 0.36% | −5,310−23.0% | Reduced |
| Sandy Spring Bank | 17,756 | $6.78M | 0.36% | +496+2.9% | Added |
| QS Investors, LLC | 17,743 | $6.78M | 0.08% | +9,139+106.2% | Added |
| Tamar Securities, LLC | 17,659 | $6.74M | 2.60% | +93+0.5% | Added |
| Illinois Municipal Retirement Fund | 17,569 | $6.71M | 0.27% | +1,086+6.6% | Added |
| Huntington National Bank | 17,384 | $6.64M | 0.07% | +1,338+8.3% | Added |
| Elo Mutual Pension Insurance Co | 17,122 | $6.54M | 0.22% | −820−4.6% | Reduced |
| Siemens Fonds Invest GmbH | 17,072 | $6.52M | 0.77% | −15,045−46.8% | Reduced |
| CIBC World Markets Corp | 17,000 | $6.49M | 0.05% | −6,347−27.2% | Reduced |
| Arbor Wealth Management, LLC | 16,958 | $6.47M | 1.60% | −343−2.0% | Reduced |
| Vontobel Holding Ltd. | 16,926 | $6.46M | 0.06% | −3,963−19.0% | Reduced |
| Alpine Woods Capital Investors, LLC | 16,426 | $6.27M | 0.65% | −14,294−46.5% | Reduced |
| New Mexico Educational Retirement Board | 16,346 | $6.24M | 0.21% | +600+3.8% | Added |
| Pacer Advisors, Inc. | 16,282 | $6.22M | 0.09% | +2,855+21.3% | Added |
| Fifth Third Bancorp | 16,241 | $6.20M | 0.03% | +1,013+6.7% | Added |
| Summit Street Capital Management, LLC | 16,235 | $6.20M | 3.97% | 00.0% | Unchanged |
| Alexandria Capital, LLC | 16,227 | $6.20M | 0.57% | −774−4.6% | Reduced |
| Capital Analysts, LLC | 15,432 | $5.89M | 0.40% | +614+4.1% | Added |
| Pekin Hardy Strauss, Inc. | 15,405 | $5.88M | 0.82% | −2,085−11.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,332 | $5.85M | 0.14% | −744−4.6% | Reduced |
| Louisiana State Employees Retirement System | 15,300 | $5.84M | 0.14% | +100+0.7% | Added |
| Varma Mutual Pension Insurance Co | 15,000 | $5.73M | 0.08% | 00.0% | Unchanged |
| 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 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,726 | $5.62M | 0.10% | +1,137+8.4% | Added |
| Daiwa Securities Group Inc. | 14,509 | $5.54M | 0.04% | +1,037+7.7% | Added |
| American Century Companies Inc | 14,350 | $5.48M | 0.00% | −205,039−93.5% | Reduced |
| Westbourne Investment Advisors, Inc. | 14,310 | $5.46M | 2.48% | +268+1.9% | Added |
| Kentucky Retirement Systems | 14,257 | $5.44M | 0.26% | −12−0.1% | Reduced |
| Atria Investments LLC | 14,152 | $5.40M | 0.10% | +560+4.1% | Added |
| Quantitative Investment Management, LLC | 13,842 | $5.28M | 0.48% | +9,055+189.2% | Added |
| Chartwell Investment Partners, LLC | 13,767 | $5.26M | 0.15% | −3,779−21.5% | Reduced |
| Xponance, Inc. | 13,601 | $5.19M | 0.10% | −3,527−20.6% | Reduced |
| Hyman Charles D | 13,507 | $5.16M | 0.36% | 00.0% | Unchanged |
| Leuthold Group, LLC | 13,161 | $5.03M | 0.62% | −252−1.9% | Reduced |
| Guardian Capital Advisors LP | 12,821 | $4.96M | 0.51% | −795−5.8% | Reduced |
| Bank of the West | 12,991 | $4.96M | 0.51% | −18,553−58.8% | Reduced |
| Bowling Portfolio Management LLC | 12,759 | $4.87M | 1.09% | −510−3.8% | Reduced |
| Citadel Advisors LLC | 12,701 | $4.85M | 0.01% | −123,340−90.7% | Reduced |
| Martingale Asset Management L P | 12,635 | $4.83M | 0.06% | +8,557+209.8% | Added |
| Institutional & Family Asset Management, LLC | 12,624 | $4.82M | 0.80% | +1,232+10.8% | Added |
| TCW Group Inc | 12,621 | $4.82M | 0.04% | −194−1.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 12,506 | $4.77M | 0.09% | +6,265+100.4% | Added |
| Community Bank & Trust, Waco, Texas | 12,331 | $4.71M | 1.54% | −551−4.3% | Reduced |