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 |
|---|---|---|---|---|---|
| Qtron Investments LLC | 3,684 | $1.41M | 0.36% | +246+7.2% | Added |
| Orion Portfolio Solutions, LLC | 3,680 | $1.41M | 0.06% | +584+18.9% | Added |
| First Business Financial Services, Inc. | 3,666 | $1.40M | 0.16% | +257+7.5% | Added |
| Wedbush Securities Inc | 3,641 | $1.39M | 0.07% | +83+2.3% | Added |
| Leonteq Securities AG | 3,612 | $1.38M | 0.10% | −542−13.0% | Reduced |
| Semmax Financial Advisors Inc. | 3,603 | $1.38M | 0.44% | +791+28.1% | Added |
| Cohen Klingenstein LLC | 3,600 | $1.37M | 0.06% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 3,588 | $1.37M | 0.29% | +3,588 | New |
| Raymond James Trust N.A. | 3,497 | $1.33M | 0.04% | +150+4.5% | Added |
| Harfst & Associates, Inc. | 3,497 | $1.33M | 0.39% | +742+26.9% | Added |
| Winton Group Ltd | 3,397 | $1.30M | 0.07% | +2,252+196.7% | Added |
| MAI Capital Management | 3,380 | $1.29M | 0.03% | +119+3.6% | Added |
| Kornitzer Capital Management Inc | 3,375 | $1.29M | 0.02% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,375 | $1.29M | 0.50% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,360 | $1.28M | 0.12% | −64−1.9% | Reduced |
| Ameritas Investment Partners, Inc. | 3,345 | $1.28M | 0.05% | −44−1.3% | Reduced |
| Quantbot Technologies LP | 3,344 | $1.28M | 0.10% | +3,344 | New |
| Beacon Pointe Advisors, LLC | 3,302 | $1.26M | 0.04% | +2,601+371.0% | Added |
| Csenge Advisory Group | 3,277 | $1.26M | 0.11% | +2,588+375.6% | Added |
| Searle & Co. | 3,290 | $1.26M | 0.51% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 3,252 | $1.24M | 0.04% | +393+13.7% | Added |
| New England Research & Management, Inc. | 3,240 | $1.24M | 0.64% | −1,200−27.0% | Reduced |
| American National Registered Investment Advisor, Inc. | 3,225 | $1.23M | 0.44% | −345−9.7% | Reduced |
| Archford Capital Strategies, LLC | 3,172 | $1.21M | 0.30% | −301−8.7% | Reduced |
| Voya Financial Advisors, Inc. | 3,172 | $1.21M | 0.16% | −14,711−82.3% | Reduced |
| Teza Capital Management LLC | 3,156 | $1.21M | 0.20% | +3,156 | New |
| Prelude Capital Management, LLC | 3,147 | $1.20M | 0.07% | +3,147 | New |
| Copperleaf Capital, LLC | 3,141 | $1.20M | 1.17% | −82−2.5% | Reduced |
| Snowden Capital Advisors LLC | 3,137 | $1.20M | 0.06% | −668−17.6% | Reduced |
| People's United Financial, Inc. | 3,126 | $1.19M | 0.03% | +325+11.6% | Added |
| Meeder Asset Management Inc | 3,124 | $1.19M | 0.06% | +385+14.1% | Added |
| 44 Wealth Management LLC | 3,122 | $1.19M | 0.46% | +3+0.1% | Added |
| Dorsey & Whitney Trust CO LLC | 3,121 | $1.19M | 0.11% | +91+3.0% | Added |
| Institute for Wealth Management, LLC. | 3,096 | $1.18M | 0.21% | 00.0% | Unchanged |
| OPSEU Pension Plan Trust Fund | 3,029 | $1.17M | 0.30% | −1,468−32.6% | Reduced |
| KCS Wealth Advisory | 3,059 | $1.17M | 0.55% | +63+2.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,042 | $1.16M | 0.19% | 00.0% | Unchanged |
| Wealth Architects, LLC | 3,015 | $1.15M | 0.23% | −3−0.1% | Reduced |
| Leavell Investment Management, Inc. | 3,200 | $1.15M | 0.09% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,000 | $1.15M | 0.04% | +3,000 | New |
| O'Shares Investment Advisers, LLC | 2,995 | $1.14M | 0.08% | +72+2.5% | Added |
| Unigestion Holding SA | 2,990 | $1.14M | 0.04% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 2,987 | $1.14M | 0.08% | −11−0.4% | Reduced |
| Kinneret Advisory, LLC | 2,938 | $1.12M | 0.13% | 00.0% | Unchanged |
| Conning Inc. | 2,937 | $1.12M | 0.03% | −439−13.0% | Reduced |
| Central Trust Co | 2,915 | $1.11M | 0.04% | −139−4.6% | Reduced |
| Cypress Capital Management LLC | 2,904 | $1.11M | 0.15% | −385−11.7% | Reduced |
| Foster & Motley Inc | 2,873 | $1.10M | 0.09% | −85−2.9% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 2,856 | $1.09M | 0.03% | −200−6.5% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 2,837 | $1.08M | 0.06% | +2,837 | New |
| Delphi Management Inc | 2,810 | $1.07M | 1.02% | −336−10.7% | Reduced |
| Lincoln National Corp | 2,799 | $1.07M | 0.02% | −301−9.7% | Reduced |
| Signaturefd, LLC | 2,770 | $1.06M | 0.04% | −271−8.9% | Reduced |
| Anchor Investment Management, LLC | 2,771 | $1.06M | 0.15% | −2−0.1% | Reduced |
| CAPROCK Group, Inc. | 2,755 | $1.05M | 0.10% | +14+0.5% | Added |
| Souders Financial Advisors | 2,745 | $1.05M | 0.35% | −32−1.2% | Reduced |
| Fulton Bank, N.A. | 2,728 | $1.04M | 0.05% | −133−4.6% | Reduced |
| Garrison Point Advisors, LLC | 2,700 | $1.03M | 0.74% | −300−10.0% | Reduced |
| Pinnacle Associates Ltd | 2,680 | $1.02M | 0.02% | +259+10.7% | Added |
| Essex Financial Services, Inc. | 2,843 | $1.02M | 0.15% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 2,647 | $1.01M | 0.35% | −22−0.8% | Reduced |
| Sentry Investment Management LLC | 2,621 | $1.00M | 0.25% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,611 | $997.0K | 0.03% | +386+17.3% | Added |
| Corient Capital Partners, LLC | 2,606 | $995.0K | 0.07% | +289+12.5% | Added |
| Bremer Bank National Association | 2,533 | $967.0K | 0.21% | −240−8.7% | Reduced |
| Principle Wealth Partners LLC | 2,520 | $962.0K | 0.11% | 00.0% | Unchanged |
| Inscription Capital, LLC | 2,520 | $962.0K | 0.11% | +2,520 | New |
| Regent Investment Management LLC | 2,515 | $960.0K | 0.23% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,506 | $957.0K | 0.05% | −676−21.2% | Reduced |
| Wesbanco Bank Inc | 2,503 | $956.0K | 0.04% | +100+4.2% | Added |
| Clarius Group, LLC | 2,494 | $952.0K | 0.09% | −18−0.7% | Reduced |
| Sequoia Financial Advisors, LLC | 2,493 | $952.0K | 0.03% | +815+48.6% | Added |
| Atlantic Union Bankshares Corp | 2,493 | $951.0K | 0.09% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,481 | $947.0K | 0.04% | +31+1.3% | Added |
| Western Wealth Management, LLC | 2,448 | $933.0K | 0.10% | +1,694+224.7% | Added |
| Intellectus Partners, LLC | 2,441 | $932.0K | 0.21% | −299−10.9% | Reduced |
| Donaldson Capital Management, LLC | 2,434 | $929.0K | 0.05% | 00.0% | Unchanged |
| Arden Trust Co | 2,429 | $928.0K | 0.15% | −28−1.1% | Reduced |
| Sigma Planning Corp | 2,421 | $925.0K | 0.03% | +509+26.6% | Added |
| AXS Investments LLC | 2,398 | $916.0K | 0.28% | −657−21.5% | Reduced |
| Frisch Financial Group, Inc. | 2,387 | $912.0K | 0.29% | −151−5.9% | Reduced |
| HighPoint Advisor Group LLC | 2,381 | $909.0K | 0.09% | +270+12.8% | Added |
| 1st Source Bank | 2,367 | $904.0K | 0.06% | +93+4.1% | Added |
| Checchi Capital Advisers, LLC | 2,344 | $895.0K | 0.11% | +44+1.9% | Added |
| Toroso Investments, LLC | 2,333 | $891.0K | 0.03% | −503−17.7% | Reduced |
| Wealth Advisory Solutions, LLC | 2,324 | $887.0K | 0.21% | +2,324 | New |
| Busey Wealth Management | 2,319 | $886.0K | 0.04% | −156−6.3% | Reduced |
| Gofen & Glossberg LLC | 2,312 | $883.0K | 0.02% | +50+2.2% | Added |
| Deseret Mutual Benefit Administrators | 2,305 | $880.0K | 0.21% | +2,305 | New |
| Quantedge Capital Pte Ltd | 2,300 | $878.0K | 0.42% | +2,300 | New |
| Pitcairn Co | 2,289 | $874.0K | 0.06% | −30−1.3% | Reduced |
| Verus Financial Partners, Inc. | 2,226 | $868.0K | 0.13% | −144−6.1% | Reduced |
| Trust Asset Management LLC | 2,236 | $854.0K | 0.12% | +227+11.3% | Added |
| Paloma Partners Management Co | 2,237 | $854.0K | 0.02% | +2,237 | New |
| Community Bank, N.A. | 2,230 | $851.0K | 0.10% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2,212 | $845.0K | 0.03% | −293−11.7% | Reduced |
| Twin Capital Management Inc | 2,207 | $843.0K | 0.08% | −10−0.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,192 | $837.0K | 0.01% | −220−9.1% | Reduced |
| WESPAC Advisors SoCal, LLC | 2,175 | $830.0K | 0.28% | −195−8.2% | Reduced |
| Northwest Bancshares, Inc. | 2,165 | $827.0K | 0.19% | −103−4.5% | Reduced |