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 |
|---|---|---|---|---|---|
| D.A. Davidson & Co. | 6,361 | $2.43M | 0.03% | −311−4.7% | Reduced |
| Channing Capital Management, LLC | 6,318 | $2.41M | 0.08% | −14,443−69.6% | Reduced |
| Bragg Financial Advisors, Inc | 6,300 | $2.40M | 0.15% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 6,289 | $2.40M | 0.13% | +2,832+81.9% | Added |
| Vestcor Inc | 6,256 | $2.39M | 0.08% | −7,410−54.2% | Reduced |
| Strategic Financial Services, Inc, | 6,252 | $2.39M | 0.19% | −97−1.5% | Reduced |
| GHP Investment Advisors, Inc. | 6,231 | $2.38M | 0.19% | +2,341+60.2% | Added |
| First Quadrant L P | 6,222 | $2.38M | 0.27% | 00.0% | Unchanged |
| Shelton Capital Management | 6,132 | $2.34M | 0.09% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 6,110 | $2.33M | 0.14% | +20+0.3% | Added |
| Wetherby Asset Management Inc | 6,071 | $2.32M | 0.14% | −583−8.8% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 6,069 | $2.32M | 0.02% | +5,878+3,077.5% | Added |
| Lester Murray Antman dba SimplyRich | 6,028 | $2.30M | 1.06% | 00.0% | Unchanged |
| Cetera Investment Advisers | 6,001 | $2.29M | 0.04% | +304+5.3% | Added |
| Delta Capital Management LLC | 5,910 | $2.26M | 1.40% | 00.0% | Unchanged |
| Family Legacy, Inc. | 5,758 | $2.21M | 0.99% | +117+2.1% | Added |
| Bangor Savings Bank | 5,789 | $2.21M | 0.25% | −337−5.5% | Reduced |
| Lederer & Associates Investment Counsel | 5,759 | $2.20M | 1.46% | +244+4.4% | Added |
| Seeyond | 5,666 | $2.16M | 0.20% | −293−4.9% | Reduced |
| Veriti Management LLC | 5,545 | $2.12M | 0.32% | +1,839+49.6% | Added |
| Stonebridge Capital Advisors LLC | 5,523 | $2.11M | 0.26% | +65+1.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 5,514 | $2.10M | 0.01% | −900−14.0% | Reduced |
| First Hawaiian Bank | 5,462 | $2.08M | 0.09% | −3,859−41.4% | Reduced |
| Foundations Investment Advisors, LLC | 5,365 | $2.08M | 0.10% | +1,126+26.6% | Added |
| Tower Research Capital LLC (TRC) | 5,376 | $2.05M | 0.05% | −16,431−75.3% | Reduced |
| Wright Investors Service Inc | 5,323 | $2.03M | 0.55% | +486+10.0% | Added |
| Malaga Cove Capital, LLC | 5,297 | $2.02M | 0.87% | −17−0.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 5,289 | $2.02M | 1.40% | +30+0.6% | Added |
| Pettyjohn, Wood & White, Inc | 5,263 | $2.01M | 0.45% | −175−3.2% | Reduced |
| Stableford Capital II LLC | 5,217 | $1.99M | 0.95% | +154+3.0% | Added |
| GWM Advisors LLC | 5,200 | $1.99M | 0.05% | +1,241+31.3% | Added |
| Rafferty Asset Management, LLC | 5,157 | $1.97M | 0.01% | +395+8.3% | Added |
| Oppenheimer Asset Management Inc. | 5,161 | $1.97M | 0.03% | +1,384+36.6% | Added |
| Greenleaf Trust | 5,140 | $1.96M | 0.02% | −4−0.1% | Reduced |
| Argent Trust Co | 5,136 | $1.96M | 0.13% | +99+2.0% | Added |
| Homrich & Berg | 5,132 | $1.96M | 0.05% | +702+15.8% | Added |
| Jackson Hole Capital Partners, LLC | 5,131 | $1.96M | 0.68% | +58+1.1% | Added |
| Mount Yale Investment Advisors, LLC | 5,070 | $1.94M | 0.23% | +71+1.4% | Added |
| Fulcrum Asset Management LLP | – | $1.91M | 0.80% | – | – |
| Origin Asset Management LLP | 5,000 | $1.91M | 0.21% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 4,940 | $1.89M | 0.25% | −127−2.5% | Reduced |
| Liberty One Investment Management, LLC | 4,934 | $1.88M | 0.32% | +83+1.7% | Added |
| Fort, L.P. | 4,927 | $1.88M | 0.54% | −386−7.3% | Reduced |
| TrinityPoint Wealth, LLC | 4,877 | $1.86M | 0.38% | −100−2.0% | Reduced |
| JustInvest LLC | 4,877 | $1.86M | 0.19% | +1,140+30.5% | Added |
| Blair William & Co | 4,854 | $1.85M | 0.01% | +126+2.7% | Added |
| Cox Capital Mgt LLC | 4,807 | $1.83M | 1.23% | +207+4.5% | Added |
| Profund Advisors LLC | 4,795 | $1.83M | 0.06% | +34+0.7% | Added |
| Symmetry Partners, LLC | 4,792 | $1.83M | 0.12% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,764 | $1.82M | 0.09% | +22+0.5% | Added |
| Capstone Investment Advisors, LLC | 4,747 | $1.81M | 0.04% | +4,747 | New |
| Chesley Taft & Associates LLC | 4,734 | $1.81M | 0.10% | −20−0.4% | Reduced |
| Jackson Wealth Management, LLC | 4,711 | $1.80M | 0.23% | −173−3.5% | Reduced |
| Madison Wealth Management | 4,657 | $1.78M | 0.39% | +4+0.1% | Added |
| Capula Management Ltd | 4,644 | $1.77M | 0.32% | +3,562+329.2% | Added |
| Hohimer Wealth Management, LLC | 4,580 | $1.75M | 0.36% | +172+3.9% | Added |
| AMG National Trust Bank | 4,576 | $1.75M | 0.06% | −331−6.7% | Reduced |
| Colony Group LLC | 4,549 | $1.74M | 0.03% | −177−3.7% | Reduced |
| Brookstone Capital Management | 4,359 | $1.74M | 0.03% | +1,423+48.5% | Added |
| Keudell/Morrison Wealth Management | 4,493 | $1.72M | 0.94% | 00.0% | Unchanged |
| Haverford Trust Co | 4,462 | $1.70M | 0.02% | +297+7.1% | Added |
| Vista Investment Management | 4,458 | $1.70M | 1.00% | −88−1.9% | Reduced |
| Hancock Whitney Corp | 4,452 | $1.70M | 0.05% | −110−2.4% | Reduced |
| Valeo Financial Advisors, LLC | 4,450 | $1.70M | 0.11% | −24−0.5% | Reduced |
| Atlas Capital Advisors LLC | 4,441 | $1.70M | 0.28% | +278+6.7% | Added |
| Aurora Investment Counsel | 4,435 | $1.69M | 1.18% | −234−5.0% | Reduced |
| Truvestments Capital LLC | 4,420 | $1.69M | 0.93% | +862+24.2% | Added |
| Jag Capital Management, LLC | 4,407 | $1.68M | 0.13% | −37,651−89.5% | Reduced |
| Zurich Insurance Group Ltd | 4,400 | $1.68M | 0.02% | −1,200−21.4% | Reduced |
| Group One Trading, L.P. | 4,373 | $1.67M | 0.03% | +4,373 | New |
| Advisory Services Network, LLC | 4,372 | $1.67M | 0.05% | +565+14.8% | Added |
| IndexIQ Advisors LLC | 4,306 | $1.64M | 0.06% | +13+0.3% | Added |
| Matisse Capital | 4,272 | $1.63M | 0.52% | +2,000+88.0% | Added |
| Comerica Securities,inc. | 4,220 | $1.61M | 0.12% | +87+2.1% | Added |
| Tufton Capital Management | 4,190 | $1.60M | 0.26% | 00.0% | Unchanged |
| Savant Capital, LLC | 4,138 | $1.58M | 0.06% | +9+0.2% | Added |
| Mirova | 4,131 | $1.58M | 0.19% | +150+3.8% | Added |
| Massmutual Trust Co FSB | 4,109 | $1.57M | 0.07% | +159+4.0% | Added |
| Community Capital Management, Inc. | 4,100 | $1.56M | 1.58% | 00.0% | Unchanged |
| Algert Global LLC | 4,069 | $1.55M | 0.52% | +4,069 | New |
| ARGI Investment Services, LLC | 4,065 | $1.55M | 0.05% | +3+0.1% | Added |
| Analyst IMS Investment Management Services Ltd. | 4,050 | $1.55M | 0.19% | −1,453−26.4% | Reduced |
| Zeke Capital Advisors, LLC | 4,042 | $1.54M | 0.10% | +4+0.1% | Added |
| Ontario Teachers Pension Plan Board | 4,021 | $1.53M | 0.02% | +10.0% | Added |
| Sterling Investment Management, Inc. | 4,019 | $1.53M | 1.01% | −1,884−31.9% | Reduced |
| Legato Capital Management LLC | 4,005 | $1.53M | 0.22% | +4,005 | New |
| Ally Financial Inc. | 4,000 | $1.53M | 0.15% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3,994 | $1.52M | 0.04% | +273+7.3% | Added |
| Michael B. Yongue | 3,940 | $1.50M | 1.10% | −195−4.7% | Reduced |
| Smith, Moore & Co. | 3,925 | $1.50M | 0.23% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 3,912 | $1.49M | 0.28% | +22+0.6% | Added |
| Spire Wealth Management | 3,810 | $1.48M | 0.04% | +2,400+170.2% | Added |
| Intrust Bank NA | 3,833 | $1.46M | 0.20% | −60−1.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 3,797 | $1.45M | 0.07% | −28−0.7% | Reduced |
| Diversified Trust Co | 3,796 | $1.45M | 0.05% | +725+23.6% | Added |
| Dynamic Technology Lab Private Ltd | 3,787 | $1.45M | 0.15% | +3,787 | New |
| Johnson Investment Counsel Inc | 3,769 | $1.44M | 0.02% | −1,004−21.0% | Reduced |
| Violich Capital Management, Inc. | 3,770 | $1.44M | 0.24% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 3,760 | $1.44M | 0.03% | −507−11.9% | Reduced |
| Sumitomo Life Insurance Co | 3,686 | $1.41M | 0.04% | −587−13.7% | Reduced |