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 |
|---|---|---|---|---|---|
| Insight Wealth Strategies, LLC | 2,160 | $825.0K | 0.12% | −137−6.0% | Reduced |
| Bard Financial Services, Inc. | 2,150 | $821.0K | 0.07% | 00.0% | Unchanged |
| Morris Capital Advisors, LLC | 2,101 | $802.0K | 0.61% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 2,072 | $791.0K | 0.05% | +2,072 | New |
| Legg Mason Asset Management (Japan) Co., Ltd. | 2,067 | $789.0K | 0.86% | −184−8.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,044 | $781.0K | 0.13% | −158−7.2% | Reduced |
| SeaCrest Wealth Management, LLC | 2,044 | $780.0K | 0.09% | +126+6.6% | Added |
| Kemnay Advisory Services Inc. | 2,041 | $779.0K | 0.09% | +2,041 | New |
| Clearstead Advisors, LLC | 2,039 | $778.0K | 0.06% | +18+0.9% | Added |
| Chicago Capital, LLC | 2,036 | $777.0K | 0.03% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 2,033 | $776.0K | 0.59% | +2,033 | New |
| Brown Advisory Securities, LLC | 2,022 | $772.0K | 0.12% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2,021 | $771.6K | 0.05% | −1,234−37.9% | Reduced |
| 9258 Wealth Management, LLC | 2,004 | $765.0K | 0.21% | +63+3.2% | Added |
| NJ State Employees Deferred Compensation Plan | 2,000 | $764.0K | 0.10% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 1,997 | $762.0K | 0.04% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 1,997 | $762.0K | 0.33% | 00.0% | Unchanged |
| King Wealth | 1,988 | $759.0K | 0.16% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,984 | $757.0K | 0.04% | +51+2.6% | Added |
| Indie Asset Partners, LLC | 1,982 | $757.0K | 0.61% | +83+4.4% | Added |
| Covington Capital Management | 1,981 | $756.0K | 0.03% | +250+14.4% | Added |
| Kingsview Wealth Management, LLC | 1,957 | $751.0K | 0.04% | +5+0.3% | Added |
| Pacific Global Investment Management CO | 1,964 | $750.0K | 0.15% | −20−1.0% | Reduced |
| Strategic Advisors LLC | 1,954 | $746.0K | 0.19% | +1+0.1% | Added |
| Lake Street Advisors Group, LLC | 2,006 | $737.0K | 0.05% | +53+2.7% | Added |
| Sanders Morris Harris LLC | 1,900 | $732.0K | 0.14% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 1,915 | $731.0K | 0.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 1,893 | $723.0K | 0.07% | +147+8.4% | Added |
| Prudent Man Advisors, LLC | 1,877 | $717.0K | 0.28% | −30−1.6% | Reduced |
| Ieq Capital, LLC | 1,863 | $711.0K | 0.02% | +296+18.9% | Added |
| Colonial River Wealth Management, LLC | 1,855 | $708.0K | 0.51% | +2+0.1% | Added |
| Garde Capital, Inc. | 1,850 | $706.0K | 0.07% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,841 | $703.0K | 0.10% | +60+3.4% | Added |
| Beacon Financial Group | 1,793 | $699.0K | 0.10% | +145+8.8% | Added |
| Thomasville National Bank | 1,832 | $699.0K | 0.07% | −278−13.2% | Reduced |
| Global Trust Asset Management, LLC | 1,823 | $696.0K | 0.33% | −57−3.0% | Reduced |
| Global Retirement Partners, LLC | 1,815 | $693.0K | 0.07% | −5−0.3% | Reduced |
| Bessemer Securities LLC | 1,808 | $690.0K | 0.27% | 00.0% | Unchanged |
| Maven Securities LTD | 1,790 | $683.0K | 0.07% | +1,790 | New |
| Fma Advisory Inc | 1,778 | $679.0K | 0.25% | −48−2.6% | Reduced |
| Laurel Wealth Advisors, Inc. | 1,776 | $678.0K | 0.09% | −247−12.2% | Reduced |
| Asset Dedication, LLC | 1,772 | $675.0K | 0.10% | +676+61.7% | Added |
| Monarch Capital Management Inc | 1,755 | $670.0K | 0.19% | 00.0% | Unchanged |
| SG3 Management, LLC | 1,750 | $668.0K | 0.28% | +430+32.6% | Added |
| Park National Corp | 1,748 | $667.0K | 0.03% | −28−1.6% | Reduced |
| Terry L. Blaker | 1,746 | $667.0K | 0.04% | 00.0% | Unchanged |
| Poplar Forest Capital LLC | 1,748 | $667.0K | 0.07% | +26+1.5% | Added |
| Defined Wealth Management, LLC | 1,745 | $666.0K | 0.59% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 1,738 | $665.0K | 0.01% | +223+14.7% | Added |
| Harbour Investments, Inc. | 1,738 | $664.0K | 0.02% | +48+2.8% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 1,732 | $661.0K | 0.09% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 1,733 | $661.0K | 0.03% | −25−1.4% | Reduced |
| Pinnacle Wealth Advisors | 1,733 | $661.0K | 0.03% | +1,733 | New |
| Signature Estate & Investment Advisors LLC | 1,705 | $651.0K | 0.03% | −28−1.6% | Reduced |
| Ameritas Investment Company, LLC | 338 | $648.0K | 0.03% | +98+40.8% | Added |
| Brinker Capital Investments, LLC | 1,685 | $643.0K | 0.01% | +300+21.7% | Added |
| Tru Independence Asset Management 2, LLC | 1,668 | $637.0K | 0.43% | +32+2.0% | Added |
| Dean Investment Associates, LLC | 1,663 | $635.0K | 0.12% | −9−0.5% | Reduced |
| Patton Albertson Miller Group, LLC | 1,646 | $628.0K | 0.14% | −7−0.4% | Reduced |
| Alps Advisors Inc | 1,643 | $627.0K | 0.01% | −59−3.5% | Reduced |
| Cetera Advisors LLC | 1,641 | $626.0K | 0.01% | −65−3.8% | Reduced |
| Gries Financial LLC | 1,581 | $625.0K | 0.20% | +18+1.2% | Added |
| Lido Advisors, LLC | 1,636 | $625.0K | 0.02% | +258+18.7% | Added |
| Wealth Alliance | 1,625 | $621.0K | 0.15% | −7−0.4% | Reduced |
| McLean Asset Management Corp | 1,570 | $618.0K | 0.28% | +10+0.6% | Added |
| NuWave Investment Management, LLC | 1,617 | $617.0K | 0.69% | +1,617 | New |
| Mission Creek Capital Partners, Inc. | 1,609 | $614.0K | 0.10% | −40−2.4% | Reduced |
| Financial Counselors Inc | 1,598 | $610.0K | 0.01% | +107+7.2% | Added |
| Ballentine Partners, LLC | 1,587 | $606.0K | 0.02% | −157−9.0% | Reduced |
| Moloney Securities Asset Management, LLC | 1,582 | $604.0K | 0.11% | +530+50.4% | Added |
| Systematic Alpha Investments, LLC | 1,597 | $603.0K | 0.03% | +14+0.9% | Added |
| CSS LLC | 1,577 | $602.0K | 0.03% | −274−14.8% | Reduced |
| Hollencrest Capital Management | 1,564 | $598.0K | 0.05% | −780−33.3% | Reduced |
| Cozad Asset Management Inc | 1,559 | $595.0K | 0.09% | −50−3.1% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 1,550 | $592.0K | 0.15% | −25−1.6% | Reduced |
| Personal Capital Advisors Corp | 1,531 | $585.0K | 0.00% | −49−3.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 1,527 | $583.0K | 0.01% | −286−15.8% | Reduced |
| Resources Investment Advisors, LLC. | 1,525 | $582.0K | 0.02% | −131−7.9% | Reduced |
| Calamos Wealth Management LLC | 1,503 | $574.0K | 0.04% | +1,503 | New |
| Shepherd Kaplan Krochuk, LLC | 1,500 | $573.0K | 0.21% | −200−11.8% | Reduced |
| Bridges Investment Management Inc | 1,500 | $573.0K | 0.02% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,501 | $573.0K | 0.01% | +226+17.7% | Added |
| Harbor Investment Advisory, LLC | 1,498 | $572.0K | 0.08% | +14+0.9% | Added |
| Perigon Wealth Management, LLC | 1,498 | $572.0K | 0.05% | +124+9.0% | Added |
| Baldwin Investment Management, LLC | 1,495 | $571.0K | 0.10% | +10+0.7% | Added |
| City Holding Co | 1,490 | $569.0K | 0.10% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,485 | $567.0K | 0.11% | 00.0% | Unchanged |
| Windsor Group LTD | 1,471 | $562.0K | 0.12% | −50−3.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,473 | $562.0K | 0.04% | +71+5.1% | Added |
| Palisades Hudson Asset Management, L.P. | 1,468 | $560.0K | 0.25% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,458 | $557.0K | 0.02% | +32+2.2% | Added |
| Stock Yards Bank & Trust Co | 1,445 | $552.0K | 0.04% | −473−24.7% | Reduced |
| Telemus Capital, LLC | 1,442 | $551.0K | 0.04% | +20+1.4% | Added |
| Compagnie Lombard Odier SCmA | 1,438 | $549.0K | 0.01% | −700−32.7% | Reduced |
| Aaron Wealth Advisors | 1,434 | $547.0K | 0.18% | −4−0.3% | Reduced |
| Summit X, LLC | 1,438 | $547.0K | 0.14% | +11+0.8% | Added |
| Capital Investment Advisory Services, LLC | 1,432 | $547.0K | 0.07% | +328+29.7% | Added |
| Krane Funds Advisors LLC | 1,416 | $541.0K | 0.02% | +1,416 | New |
| Shufro Rose & Co LLC | 1,412 | $539.0K | 0.04% | +12+0.9% | Added |
| Plancorp, LLC | 1,410 | $538.0K | 0.04% | 00.0% | Unchanged |