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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.

Q3 2021 vs. Q2 2021

How the institutions holding Elevance Health, Inc. changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of ELV: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders1,239141,221−4
Shares216.9M147.8K216.2M−544.5K (−0.3%)
Value$82.8B$56.4M$80.6B−$2.07B (−2.5%)

14 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (89)

Institutions that held Elevance Health, Inc. at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to ELV in Q3 2021
InstitutionSharesValue% of portfolio
Altshuler Shaham Ltd1,017,626$381.4M2.84%
Steadfast Capital Management LP478,999$178.6M2.26%
Pzena Investment Management LLC191,940$71.6M0.28%
McDonald Capital Investors Inc155,878$58.1M4.50%
Capital Group Private Client Services, Inc.148,513$55.4M0.64%
Pictet Asset Management SA100,990$37.6M0.04%
Wedge Capital Management L L P78,127$29.1M0.38%
MUFG Securities EMEA plc50,000$18.6M0.24%
PointState Capital LP37,500$14.0M0.33%
Omers Administration Corp35,397$13.2M0.19%
Bokf, NA32,758$12.2M0.21%
Timber Creek Capital Management LLC16,071$5.99M1.90%
United Services Automobile Association14,239$5.31M0.09%
Meritage Portfolio Management13,432$5.01M0.30%
Distillate Capital Partners LLC12,461$4.64M1.24%
Renaissance Technologies LLC11,073$4.13M0.01%
U.S. Capital Wealth Advisors, LLC9,494$3.54M0.15%
Horizon Investments, LLC6,991$2.61M0.08%
Steadfast Capital Management (UK) Ltd.5,424$2.02M2.38%
Phoenix Holdings Ltd.4,717$1.77M0.03%
SRB Corp4,508$1.68M0.10%
Mitchell Capital Management Co3,324$1.24M0.28%
NorthCoast Asset Management LLC2,645$987.0K0.04%
XTX Topco Ltd2,198$819.0K0.28%
Bridgewater Associates, LP2,183$814.0K0.00%
Edgestream Partners, L.P.2,085$777.0K0.05%
Roundview Capital LLC1,937$722.0K0.08%
Alethea Capital Management, LLC1,813$676.0K0.60%
Caxton Associates LP1,693$631.0K0.09%
Oxbow Advisors, LLC1,663$620.0K0.06%
Psagot Value Holdings Ltd. / (Israel)1,634$609.0K0.10%
Hillsdale Investment Management Inc.1,560$581.0K0.04%
Meristem Family Wealth, LLC1,528$570.0K0.05%
Stevens Capital Management LP1,444$538.0K0.23%
Affinity Investment Advisors, LLC1,421$530.0K0.24%
Signet Financial Management, LLC1,362$508.0K0.09%
Vestor Capital, LLC1,225$457.0K0.05%
Wealthspire Advisors, LLC1,166$435.0K0.01%
Sciencast Management LP1,000$370.0K0.10%
Integrated Wealth Concepts LLC970$362.0K0.01%
Two Sigma Securities, LLC936$349.0K0.07%
AIA Group Ltd923$344.0K0.02%
Integrated Advisors Network LLC896$334.0K0.02%
E Fund Management Co., Ltd.891$332.0K0.01%
Occudo Quantitative Strategies LP872$325.0K0.04%
Arlington Partners LLC829$309.0K0.09%
First Affirmative Financial Network800$298.0K0.31%
Koss-Olinger Consulting, LLC800$298.0K0.05%
Trust Co of Virginia790$295.0K0.03%
Jump Financial, LLC717$267.0K0.02%
JB Capital LLC700$261.0K0.03%
DT Investment Partners, LLC656$245.0K0.03%
Cassia Capital Partners, LLC650$242.0K0.17%
NorthRock Partners, LLC568$240.0K0.02%
King Luther Capital Management Corp615$229.0K0.00%
Schnieders Capital Management LLC611$228.0K0.06%
Pallas Capital Advisors LLC518$220.0K0.02%
Advus Financial Partners, LLC472$218.8K0.12%
Nwam LLC560$209.0K0.02%
Octavia Wealth Advisors, LLC560$209.0K0.05%
McElhenny Sheffield Capital Management, LLC560$209.0K0.09%
AGF Investments LLC551$205.0K0.02%
First National Bank of Hutchinson541$202.0K0.11%
Kozak & Associates, Inc.440$191.0K0.11%
V Wealth Advisors LLC460$172.0K0.03%
QVR LLC379$141.0K0.29%
Centiva Capital, LP338$126.0K0.01%
PSI Advisors, LLC330$123.0K0.06%
Dark Forest Capital Management LP318$119.0K0.04%
Kowal Investment Group, LLC282$105.0K0.03%
Mascoma Wealth Management LLC240$89.0K0.03%
Exane Derivatives204$76.1K0.02%
O'Dell Group, LLC166$62.0K0.02%
Oakworth Capital, Inc.110$41.0K0.00%
Bell Investment Advisors, Inc100$37.0K0.01%
Canton Hathaway, LLC74$28.0K0.01%
RWM Asset Management, LLC69$26.0K0.01%
Tompkins Financial Corp59$22.0K0.00%
D'Orazio & Associates, Inc.58$22.0K0.01%
Meridian Wealth Partners, LLC55$21.0K0.00%
Benjamin Edwards Inc37$14.0K0.01%
Syverson Strege & Co38$14.0K0.01%
McCarthy Grittinger Financial Group, LLC36$13.4K0.01%
Ibex Wealth Advisors18$7.00K0.00%
Optiver Holding B.V.17$6.00K0.00%
Edge Wealth Management LLC12$4.00K0.00%
Corbenic Partners LLC11$4.00K0.00%
Cranbrook Wealth Management, LLC10$4.00K0.00%
Laffer Tengler Investments3$1.13K0.00%

Sold out (93)

Institutions that held Elevance Health, Inc. at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of ELV in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Tesco Pension Investment Ltd461,263$176.1M
Theleme Partners LLP330,192$126.1M
Holocene Advisors, LP176,476$67.4M
Capital Bank & Trust Co149,680$57.1M
Eminence Capital, LP140,916$53.8M
ZWJ Investment Counsel Inc119,906$45.8M
Mic Capital Partners (Public) (US) Im, LLC88,834$33.9M
TPI Fund Managers Ltd58,857$22.5M
Parallax Volatility Advisers, L.P.49,639$19.0M
BP PLC41,730$15.9M
Clough Capital Partners L P33,725$12.9M
Qube Research & Technologies Ltd25,326$9.67M
Ergoteles LLC25,067$9.57M
Atom Investors LP11,980$4.57M
Endurant Capital Management LP11,941$4.56M
Empowered Funds, LLC10,526$4.02M
Weiss Asset Management LP9,120$3.48M
ExodusPoint Capital Management, LP8,408$3.21M
Quadrature Capital Ltd6,622$2.53M
Trexquant Investment LP6,487$2.48M
Channing Capital Management, LLC6,318$2.41M
Origin Asset Management LLP5,000$1.91M
Jackson Wealth Management, LLC4,711$1.80M
Zurich Insurance Group Ltd4,400$1.68M
Algert Global LLC4,069$1.55M
Legato Capital Management LLC4,005$1.53M
Ally Financial Inc.4,000$1.53M
Lombard Odier Asset Management (Switzerland) SA3,797$1.45M
Dynamic Technology Lab Private Ltd3,787$1.45M
Quantbot Technologies LP3,344$1.28M
Teza Capital Management LLC3,156$1.21M
Prelude Capital Management, LLC3,147$1.20M
O'Shares Investment Advisers, LLC2,995$1.14M
Inscription Capital, LLC2,520$962.0K
Sequoia Financial Advisors, LLC2,493$952.0K
AXS Investments LLC2,398$916.0K
Paloma Partners Management Co2,237$854.0K
Engineers Gate Manager LP2,072$791.0K
Legg Mason Asset Management (Japan) Co., Ltd.2,067$789.0K
Kemnay Advisory Services Inc.2,041$779.0K
Lake Street Advisors Group, LLC2,006$737.0K
Colonial River Wealth Management, LLC1,855$708.0K
Maven Securities LTD1,790$683.0K
Gries Financial LLC1,581$625.0K
NuWave Investment Management, LLC1,617$617.0K
Machina Capital S.A.S.1,214$464.0K
Hourglass Capital, LLC1,200$458.0K
Ativo Capital Management LLC1,193$456.0K
Y-Intercept (Hong Kong) Ltd1,024$391.0K
LMR Partners LLP949$362.0K
Burns Matteson Capital Management, LLC937$357.7K
Gyon Technologies Capital Management, LP887$339.0K
Echo Street Capital Management LLC865$330.0K
GSB Wealth Management, LLC803$306.0K
Brightworth790$302.0K
DRW Securities, LLC775$296.0K
IHT Wealth Management, LLC772$295.0K
Chicago Trust Co NA763$291.0K
Claybrook Capital, LLC712$272.0K
Kanawha Capital Management LLC700$267.0K
Segall Bryant & Hamill, LLC683$261.0K
Quantitative Systematic Strategies LLC677$258.0K
Braun Stacey Associates Inc653$250.0K
Henshaw Capital LLC651$248.6K
Laurion Capital Management LP624$238.0K
Wallington Asset Management, LLC594$227.0K
Brendel Financial Advisors LLC562$215.0K
Hilltop Holdings Inc.550$210.0K
Quantamental Technologies LLC551$210.0K
McKinley Carter Wealth Services, Inc.542$207.0K
Samalin Investment Counsel, LLC540$207.0K
Calton & Associates, Inc.532$204.0K
Successful Portfolios LLC531$203.0K
Strategic Wealth Designers531$203.0K
Marotta Asset Management523$200.7K
Red Door Wealth Management, LLC444$169.0K
Walleye Trading LLC393$150.0K
Loring Wolcott & Coolidge Fiduciary Advisors LLP282$108.0K
Parisi Gray Wealth Management271$103.0K
TD Ameritrade Investment Management, LLC202$77.0K
KB Financial Partners, LLC197$75.0K
Enterprise Financial Services Corp188$71.0K
Rede Wealth, LLC157$60.0K
Eubel Brady & Suttman Asset Management Inc138$50.0K
Trust Co of Vermont67$26.0K
WealthShield Partners, LLC44$17.0K
Crewe Advisors LLC34$13.0K
Glen Eagle Advisors, LLC27$10.3K
Front Row Advisors LLC27$10.0K
Cypress Capital, LLC8$3.00K
Savior LLC6$2.00K
Standard Family Office LLC4$2.00K
Sofos Investments, Inc.8–

Not filed for Q3 2021 yet (14)

Institutions that held Elevance Health, Inc. at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ELV in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Pictet Asset Management Ltd102,240$39.0M
QS Investors, LLC17,743$6.78M
Northstar Investment Advisors LLC9,856$3.79M
Usca Ria LLC9,385$3.58M
Western Wealth Management, LLC2,448$933.0K
Pinnacle Wealth Advisors1,733$661.0K
CWM, LLC1,351$516.0K
PNC Managed Account Solutions, Inc.1,241$474.0K
Horan Securities, Inc.901$344.0K
San Francisco Sentry Investment Group (Ca)665$253.0K
First Horizon Corp140$53.0K
Castleview Partners, LLC78$30.0K
Hoover Financial Advisors, Inc.16$6.00K
FormulaFolio Investments, LLC3$1.00K