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 |
|---|---|---|---|---|---|
| Quilter Plc | 1,406 | $537.0K | 0.02% | 00.0% | Unchanged |
| Fiduciary Trust Co | 1,404 | $536.0K | 0.01% | +35+2.6% | Added |
| Middleton & Co Inc | 1,400 | $535.0K | 0.06% | +200+16.7% | Added |
| Rehmann Capital Advisory Group | 1,362 | $526.3K | 0.05% | +141+11.5% | Added |
| Compton Capital Management Inc | 1,375 | $525.0K | 0.15% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 1,369 | $523.0K | 1.32% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,369 | $522.6K | 0.02% | −113−7.6% | Reduced |
| CWM, LLC | 1,351 | $516.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,345 | $514.0K | 0.03% | +138+11.4% | Added |
| Transcend Wealth Collective, LLC | 1,340 | $511.0K | 0.07% | +28+2.1% | Added |
| Keystone Financial Group | 1,332 | $509.0K | 0.09% | −61−4.4% | Reduced |
| Barings LLC | 1,319 | $503.0K | 0.01% | −120−8.3% | Reduced |
| Farmers Trust Co | 1,313 | $502.0K | 0.11% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,298 | $495.6K | 0.59% | −60−4.4% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 1,292 | $493.0K | 0.10% | 00.0% | Unchanged |
| Cerity Partners LLC | 1,288 | $492.0K | 0.01% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 1,282 | $489.0K | 0.18% | +1,282 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,277 | $488.0K | 0.09% | +172+15.6% | Added |
| Sutton Wealth Advisors Inc. | 1,269 | $484.5K | 0.18% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 1,268 | $484.0K | 0.07% | +108+9.3% | Added |
| Eqis Capital Management, Inc. | 1,258 | $480.0K | 0.04% | +417+49.6% | Added |
| Accredited Investors Inc. | 1,253 | $478.0K | 0.05% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 1,253 | $478.0K | 0.10% | +75+6.4% | Added |
| First Light Asset Management, LLC | 1,244 | $475.0K | 0.03% | 00.0% | Unchanged |
| PNC Managed Account Solutions, Inc. | 1,241 | $474.0K | 0.09% | +1,241 | New |
| IFG Advisory, LLC | 1,233 | $470.0K | 0.05% | −1,438−53.8% | Reduced |
| Charter Trust Co | 1,232 | $470.0K | 0.04% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,221 | $466.0K | 0.10% | −5−0.4% | Reduced |
| Machina Capital S.A.S. | 1,214 | $464.0K | 0.79% | +1,214 | New |
| Bradley Foster & Sargent Inc | 1,213 | $463.0K | 0.01% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,625 | $461.0K | 0.11% | +111+7.3% | Added |
| Fukoku Mutual Life Insurance Co | 1,200 | $458.0K | 0.04% | −100−7.7% | Reduced |
| Hourglass Capital, LLC | 1,200 | $458.0K | 0.11% | 00.0% | Unchanged |
| Ativo Capital Management LLC | 1,193 | $456.0K | 0.19% | −55−4.4% | Reduced |
| Sound Income Strategies, LLC | 1,192 | $455.0K | 0.07% | +10+0.8% | Added |
| Independent Financial Group, LLC | 1,191 | $454.7K | 0.05% | +163+15.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,187 | $453.0K | 0.11% | +9+0.8% | Added |
| Belpointe Asset Management LLC | 1,174 | $448.0K | 0.03% | +17+1.5% | Added |
| Sawtooth Solutions, LLC | 1,153 | $440.0K | 0.09% | +240+26.3% | Added |
| Blueshift Asset Management, LLC | 1,148 | $438.0K | 0.02% | −3,890−77.2% | Reduced |
| RFG Advisory, LLC | 1,147 | $438.0K | 0.04% | +1+0.1% | Added |
| Verity Asset Management, Inc. | 1,137 | $434.0K | 0.24% | +201+21.5% | Added |
| Cypress Capital Group | 1,133 | $433.0K | 0.06% | −2−0.2% | Reduced |
| Mid Atlantic Financial Management Inc | 1,127 | $430.0K | 0.03% | +72+6.8% | Added |
| Cim Investment Mangement Inc | 1,124 | $429.0K | 0.13% | −7−0.6% | Reduced |
| Everett Harris & Co | 1,120 | $428.0K | 0.01% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,120 | $428.0K | 0.02% | −1−0.1% | Reduced |
| Doyle Wealth Management | 1,119 | $427.0K | 0.04% | +1+0.1% | Added |
| Investors Financial Group, LLC | 1,118 | $427.0K | 0.23% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,109 | $423.0K | 0.15% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 1,105 | $422.0K | 0.14% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 1,102 | $421.0K | 0.23% | +226+25.8% | Added |
| Dodge & Cox | 1,100 | $420.0K | 0.00% | 00.0% | Unchanged |
| Citizens Business Bank | 1,100 | $420.0K | 0.06% | 00.0% | Unchanged |
| Campion Asset Management LLC | 1,095 | $418.0K | 0.35% | −330−23.2% | Reduced |
| J. W. Coons Advisors, LLC | 1,096 | $418.0K | 0.15% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 1,090 | $416.0K | 0.03% | −34−3.0% | Reduced |
| HBK Sorce Advisory LLC | 1,083 | $413.0K | 0.02% | −10−0.9% | Reduced |
| Evercore Wealth Management, LLC | 1,080 | $412.0K | 0.01% | −541−33.4% | Reduced |
| First Financial Bank - Trust Division | 1,078 | $412.0K | 0.04% | −97−8.3% | Reduced |
| Newport Wealth Strategies, Inc. | 1,070 | $409.0K | 0.24% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 1,071 | $409.0K | 0.05% | +59+5.8% | Added |
| Beaumont Financial Partners, LLC | 1,066 | $407.0K | 0.03% | −45−4.1% | Reduced |
| Wealthcare Advisory Partners LLC | 1,063 | $406.0K | 0.03% | −946−47.1% | Reduced |
| Citizens Financial Group Inc | 1,062 | $406.0K | 0.02% | −161−13.2% | Reduced |
| J.W. Cole Advisors, Inc. | 1,063 | $406.0K | 0.03% | −60−5.3% | Reduced |
| Wealth Management Associates, Inc. | 1,053 | $402.1K | 0.23% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 1,054 | $402.0K | 0.01% | +4+0.4% | Added |
| Beirne Wealth Consulting Services, LLC | 1,050 | $401.0K | 0.22% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,050 | $401.0K | 0.02% | +1,050 | New |
| Trustmark National Bank Trust Department | 1,040 | $397.0K | 0.03% | −12−1.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,040 | $397.0K | 0.26% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 1,029 | $393.0K | 0.07% | +66+6.9% | Added |
| Capital Financial Planning, LLC | 1,026 | $392.0K | 0.15% | +1,026 | New |
| Y-Intercept (Hong Kong) Ltd | 1,024 | $391.0K | 0.10% | +1,024 | New |
| Salem Investment Counselors Inc | 1,014 | $387.0K | 0.02% | +190+23.1% | Added |
| Venture Visionary Partners LLC | 1,009 | $385.0K | 0.03% | −37−3.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,007 | $384.5K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,007 | $384.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 994 | $383.0K | 0.01% | +199+25.0% | Added |
| Emerald Advisors, LLC | 993 | $379.0K | 0.12% | +43+4.5% | Added |
| Hengehold Capital Management LLC | 989 | $378.0K | 0.05% | −40−3.9% | Reduced |
| Tandem Investment Advisors, Inc. | 979 | $374.0K | 0.03% | −11−1.1% | Reduced |
| Pure Financial Advisors, Inc. | 980 | $374.0K | 0.03% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,163 | $373.0K | 0.20% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 978 | $373.0K | 0.03% | +18+1.9% | Added |
| Trustcore Financial Services, LLC | 973 | $371.0K | 0.04% | +24+2.5% | Added |
| Highland Capital Management Fund Advisors, L.P. | 969 | $370.0K | 0.08% | −2,041−67.8% | Reduced |
| Kovack Advisors, Inc. | 968 | $370.0K | 0.04% | −3−0.3% | Reduced |
| Prospera Financial Services Inc | 965 | $369.0K | 0.02% | −69−6.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 961 | $367.0K | 0.09% | 00.0% | Unchanged |
| Sierra Capital LLC | 960 | $367.0K | 0.07% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 959 | $366.0K | 0.03% | −127−11.7% | Reduced |
| Financial Advisory Group | 951 | $363.0K | 0.09% | +171+21.9% | Added |
| Central Bank & Trust Co | 949 | $362.0K | 0.06% | +504+113.3% | Added |
| LMR Partners LLP | 949 | $362.0K | 0.01% | +949 | New |
| BCJ Capital Management, LLC | 946 | $361.0K | 0.04% | +228+31.8% | Added |
| Spectrum Management Group, LLC | 942 | $360.0K | 0.06% | −183−16.3% | Reduced |
| Harbor Group, Inc. | 941 | $359.0K | 0.24% | 00.0% | Unchanged |
| HM Payson & Co | 939 | $359.0K | 0.01% | 00.0% | Unchanged |