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 |
|---|---|---|---|---|---|
| Logan Capital Management Inc | 12,203 | $4.66M | 0.22% | +410+3.5% | Added |
| Atom Investors LP | 11,980 | $4.57M | 0.95% | +5,059+73.1% | Added |
| Endurant Capital Management LP | 11,941 | $4.56M | 1.25% | −19,857−62.4% | Reduced |
| Pensionfund DSM Netherlands | 11,925 | $4.55M | 0.59% | −1,000−7.7% | Reduced |
| Cumberland Partners Ltd | 11,795 | $4.50M | 0.35% | −966−7.6% | Reduced |
| Kestra Advisory Services, LLC | 11,730 | $4.48M | 0.05% | −451−3.7% | Reduced |
| Tocqueville Asset Management L.P. | 11,476 | $4.38M | 0.06% | +554+5.1% | Added |
| AlphaCrest Capital Management LLC | 11,466 | $4.38M | 0.19% | +7,567+194.1% | Added |
| James Investment Research Inc | 11,464 | $4.38M | 0.37% | −548−4.6% | Reduced |
| Peapack Gladstone Financial Corp | 11,382 | $4.35M | 0.10% | −119−1.0% | Reduced |
| Dowling & Yahnke LLC | 11,164 | $4.26M | 0.24% | +572+5.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,119 | $4.25M | 0.07% | +16+0.1% | Added |
| Baird Financial Group, Inc. | 11,022 | $4.21M | 0.01% | +436+4.1% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 10,910 | $4.17M | 0.72% | +10,910 | New |
| Sepio Capital, LP | 10,905 | $4.16M | 0.35% | +10,905 | New |
| Vident Investment Advisory, LLC | 10,866 | $4.15M | 0.13% | −9,774−47.4% | Reduced |
| Tudor Investment Corp Et Al | 10,852 | $4.14M | 0.08% | +10,852 | New |
| Coastline Trust Co | 10,790 | $4.12M | 0.51% | −1,855−14.7% | Reduced |
| Winmill & Co. Inc | 10,790 | $4.12M | 1.48% | 00.0% | Unchanged |
| Bailard, Inc. | 10,774 | $4.11M | 0.14% | −1,155−9.7% | Reduced |
| Old Dominion Capital Management Inc | 10,737 | $4.10M | 0.88% | +175+1.7% | Added |
| Cetera Advisor Networks LLC | 10,669 | $4.07M | 0.06% | +5,755+117.1% | Added |
| E. Ohman J:or Asset Management AB | 10,600 | $4.05M | 0.13% | +100+1.0% | Added |
| Empowered Funds, LLC | 10,526 | $4.02M | 0.51% | +1,651+18.6% | Added |
| Richard Bernstein Advisors LLC | 10,519 | $4.01M | 0.08% | 00.0% | Unchanged |
| West Family Investments, Inc. | 10,500 | $4.01M | 1.12% | 00.0% | Unchanged |
| Armstrong Shaw Associates Inc | 10,446 | $3.99M | 3.47% | −336−3.1% | Reduced |
| Eversept Partners, LP | 10,132 | $3.87M | 0.36% | −53,760−84.1% | Reduced |
| Banco Santander, S.A. | 10,023 | $3.83M | 0.02% | −1,239−11.0% | Reduced |
| PEAK6 Investments LLC | 10,007 | $3.82M | 0.10% | +3,988+66.3% | Added |
| Northstar Investment Advisors LLC | 9,856 | $3.79M | 0.50% | +204+2.1% | Added |
| YHB Investment Advisors, Inc. | 9,737 | $3.72M | 0.32% | +1,234+14.5% | Added |
| Narwhal Capital Management | 9,722 | $3.71M | 0.47% | −250−2.5% | Reduced |
| Core Alternative Capital | 9,654 | $3.69M | 0.86% | +1,267+15.1% | Added |
| BancorpSouth Bank | 9,632 | $3.68M | 0.53% | +92+1.0% | Added |
| Cubist Systematic Strategies, LLC | 9,454 | $3.61M | 0.04% | −20,336−68.3% | Reduced |
| SG Americas Securities, LLC | 9,385 | $3.58M | 0.02% | −14,688−61.0% | Reduced |
| Usca Ria LLC | 9,385 | $3.58M | 0.22% | +65+0.7% | Added |
| KCM Investment Advisors LLC | 9,215 | $3.52M | 0.14% | −156−1.7% | Reduced |
| Keybank National Association | 9,192 | $3.51M | 0.02% | −34−0.4% | Reduced |
| Benedict Financial Advisors Inc | 9,181 | $3.50M | 0.97% | −50−0.5% | Reduced |
| Transform Wealth, LLC | 9,144 | $3.49M | 0.43% | +7,130+354.0% | Added |
| Weiss Asset Management LP | 9,120 | $3.48M | 0.10% | +9,120 | New |
| Icon Advisers Inc | 9,100 | $3.47M | 0.57% | 00.0% | Unchanged |
| Old National Bancorp | 8,999 | $3.44M | 0.13% | −324−3.5% | Reduced |
| Tandem Capital Management Corp | 8,982 | $3.43M | 2.16% | +22+0.2% | Added |
| Aptus Capital Advisors, LLC | 8,909 | $3.40M | 0.15% | +1,199+15.6% | Added |
| Synovus Financial Corp | 8,897 | $3.40M | 0.03% | −257−2.8% | Reduced |
| Private Advisor Group, LLC | 8,892 | $3.40M | 0.03% | −10,338−53.8% | Reduced |
| Advisor Partners LLC | 8,873 | $3.39M | 0.22% | −39−0.4% | Reduced |
| Advisors Asset Management, Inc. | 8,738 | $3.34M | 0.05% | −1,592−15.4% | Reduced |
| Regions Financial Corp | 8,701 | $3.32M | 0.03% | +320+3.8% | Added |
| United Capital Financial Advisers, LLC | 8,657 | $3.31M | 0.02% | +25+0.3% | Added |
| Veritable, L.P. | 8,657 | $3.31M | 0.05% | +318+3.8% | Added |
| Verition Fund Management LLC | 8,654 | $3.30M | 0.05% | −8,481−49.5% | Reduced |
| Pensionfund Sabic | 8,650 | $3.30M | 0.70% | 00.0% | Unchanged |
| World Asset Management Inc | 8,623 | $3.29M | 0.30% | −283−3.2% | Reduced |
| Alamar Capital Management, LLC | 8,442 | $3.22M | 2.81% | +74+0.9% | Added |
| ExodusPoint Capital Management, LP | 8,408 | $3.21M | 0.05% | −8,769−51.1% | Reduced |
| Altrinsic Global Advisors LLC | 8,100 | $3.09M | 0.09% | +8,100 | New |
| BKD Wealth Advisors, LLC | 8,001 | $3.06M | 0.14% | −749−8.6% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $3.05M | 0.85% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 7,996 | $3.05M | 0.31% | −107−1.3% | Reduced |
| TD Private Client Wealth LLC | 7,989 | $3.05M | 0.13% | +8+0.1% | Added |
| Erste Asset Management GmbH | 7,977 | $3.04M | 0.06% | −556−6.5% | Reduced |
| Fort Washington Investment Advisors Inc | 7,956 | $3.04M | 0.03% | −88−1.1% | Reduced |
| Garrison Bradford & Associates Inc | 7,918 | $3.02M | 3.14% | −199−2.5% | Reduced |
| Great Lakes Advisors, LLC | 7,793 | $2.98M | 0.04% | +378+5.1% | Added |
| Duncker Streett & Co Inc | 7,760 | $2.96M | 0.55% | 00.0% | Unchanged |
| Cigna Investments Inc | 7,717 | $2.95M | 0.21% | −1,159−13.1% | Reduced |
| AE Wealth Management LLC | 7,659 | $2.92M | 0.03% | +26+0.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 7,647 | $2.92M | 0.11% | −75−1.0% | Reduced |
| Burney Co | 7,591 | $2.90M | 0.13% | −525−6.5% | Reduced |
| Asio Capital, LLC | 7,512 | $2.87M | 1.01% | +277+3.8% | Added |
| Empirical Finance, LLC | 7,497 | $2.86M | 0.47% | −4,467−37.3% | Reduced |
| Capital International Sarl | 7,448 | $2.84M | 0.25% | −1,066−12.5% | Reduced |
| Wealthfront Advisers LLC | 7,406 | $2.83M | 0.01% | +1,153+18.4% | Added |
| Banque Cantonale Vaudoise | 7,377 | $2.82M | 0.13% | −300−3.9% | Reduced |
| Everence Capital Management Inc | 7,320 | $2.79M | 0.23% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 7,311 | $2.79M | 0.04% | +6,103+505.2% | Added |
| Edmp, Inc. | 7,261 | $2.77M | 2.91% | −30−0.4% | Reduced |
| Bull Street Advisors, LLC | 7,246 | $2.77M | 1.48% | −76−1.0% | Reduced |
| RDA Financial Network | 7,109 | $2.71M | 1.20% | −248−3.4% | Reduced |
| Oak Associates, Ltd | 7,030 | $2.68M | 0.15% | −130−1.8% | Reduced |
| Pinkerton Retirement Specialists, LLC | 6,945 | $2.65M | 0.51% | +262+3.9% | Added |
| Agf Investments Inc. | 6,925 | $2.64M | 0.02% | +2,601+60.2% | Added |
| IBM Retirement Fund | 6,905 | $2.64M | 0.21% | −1,559−18.4% | Reduced |
| Red Cedar Capital, LLC | 6,880 | $2.63M | 1.65% | 00.0% | Unchanged |
| AMJ Financial Wealth Management | 6,876 | $2.63M | 1.14% | +6,876 | New |
| Ethic Inc. | 6,827 | $2.61M | 0.32% | +1,784+35.4% | Added |
| Van Eck Associates Corp | 6,794 | $2.59M | 0.01% | +189+2.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,694 | $2.56M | 0.12% | −250−3.6% | Reduced |
| Quadrature Capital Ltd | 6,622 | $2.53M | 0.10% | −6,943−51.2% | Reduced |
| Pathstone Family Office, LLC | 6,528 | $2.49M | 0.07% | +2,374+57.1% | Added |
| Redpoint Investment Management Pty Ltd | 6,517 | $2.49M | 0.20% | −296−4.3% | Reduced |
| Trexquant Investment LP | 6,487 | $2.48M | 0.21% | +6,487 | New |
| Ninety One North America, Inc. | 6,419 | $2.45M | 0.11% | −117−1.8% | Reduced |
| Allstate Corp | 6,410 | $2.45M | 0.08% | −476−6.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 6,400 | $2.44M | 0.00% | +6,400 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 6,373 | $2.43M | 0.26% | −152−2.3% | Reduced |