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, Q3 2021
Institutional positions in Elevance Health, Inc. as of Sep 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
- 1,221
- −4 vs. Q2 2021
- Shares held
- 216.2M
- −544.5K (−0.3%) vs. Q2 2021
- Total value
- $80.6B
- −$2.07B (−2.5%) vs. Q2 2021
- New holders
- 89
- 460 more added
- Sold out
- 93
- 417 more reduced
14 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lenox Wealth Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $745 | 0.00% | – | – |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | −10,005−100.0% | Reduced |
| C M Bidwell & Associates Ltd | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 3 | $1.13K | 0.00% | +3 | New |
| Gradient Investments LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $2.00K | 0.00% | +1+14.3% | Added |
| Bellwether Advisors, LLC | 8 | $2.00K | 0.00% | +4+100.0% | Added |
| Thomas White International Ltd | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 8 | $4.00K | 0.00% | +4+100.0% | Added |
| Edge Wealth Management LLC | 12 | $4.00K | 0.00% | +12 | New |
| Corbenic Partners LLC | 11 | $4.00K | 0.00% | +11 | New |
| Cranbrook Wealth Management, LLC | 10 | $4.00K | 0.00% | +10 | New |
| Financial Perspectives, Inc | 16 | $5.96K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 16 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 15 | $6.00K | 0.00% | +5+50.0% | Added |
| Optiver Holding B.V. | 17 | $6.00K | 0.00% | +17 | New |
| McIlrath & Eck, LLC | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 18 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 18 | $7.00K | 0.00% | +18 | New |
| Sugarloaf Wealth Management, LLC | 25 | $9.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $9.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 23 | $9.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 28 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 28 | $10.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 27 | $10.1K | 0.00% | +1+3.8% | Added |
| ClariVest Asset Management LLC | 31 | $11.0K | 0.00% | −541−94.6% | Reduced |
| Itau Unibanco Holding S.A. | 30 | $11.0K | 0.00% | −54−64.3% | Reduced |
| Bogart Wealth, LLC | 29 | $11.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 29 | $11.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 30 | $11.2K | 0.00% | −155−83.8% | Reduced |
| Norway Savings Bank | 31 | $12.0K | 0.01% | 00.0% | Unchanged |
| Motco | 32 | $12.0K | 0.00% | +14+77.8% | Added |
| NVWM, LLC | 32 | $12.0K | 0.00% | +19+146.2% | Added |
| Systematic Financial Management LP | 36 | $13.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 36 | $13.0K | 0.01% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 36 | $13.4K | 0.01% | +36 | New |
| USA Financial Portformulas Corp | 38 | $14.0K | 0.01% | +23+153.3% | Added |
| Benjamin Edwards Inc | 37 | $14.0K | 0.01% | +37 | New |
| Syverson Strege & Co | 38 | $14.0K | 0.01% | +38 | New |
| Howe & Rusling Inc | 40 | $15.0K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 39 | $15.0K | 0.01% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 40 | $15.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 41 | $15.4K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 43 | $16.0K | 0.00% | −55−56.1% | Reduced |
| Rock Creek Group, LP | 43 | $16.0K | 0.00% | +7+19.4% | Added |
| Carmichael Hill & Associates, Inc. | 45 | $17.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 50 | $19.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 51 | $19.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 75 | $20.0K | 0.01% | −300−80.0% | Reduced |
| BerganKDV Wealth Management, LLC | 52 | $20.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 56 | $21.0K | 0.00% | −19−25.3% | Reduced |
| TD Capital Management LLC | 58 | $21.0K | 0.00% | +1+1.8% | Added |
| Focused Wealth Management, Inc | 57 | $21.0K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 56 | $21.0K | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 55 | $21.0K | 0.00% | +55 | New |
| Tompkins Financial Corp | 59 | $22.0K | 0.00% | +59 | New |
| D'Orazio & Associates, Inc. | 58 | $22.0K | 0.01% | +58 | New |
| Pinnacle Bancorp, Inc. | 61 | $23.0K | 0.01% | −14−18.7% | Reduced |
| Versant Capital Management, Inc | 62 | $23.0K | 0.01% | +1+1.6% | Added |
| Field & Main Bank | 65 | $24.0K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 68 | $25.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 68 | $25.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 68 | $25.0K | 0.00% | +2+3.0% | Added |
| Acima Private Wealth, LLC | 66 | $25.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 70 | $26.0K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 70 | $26.0K | 0.02% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 69 | $26.0K | 0.01% | +69 | New |
| Baystate Wealth Management LLC | 73 | $27.0K | 0.00% | +22+43.1% | Added |
| Farmers & Merchants Investments Inc | 75 | $28.0K | 0.00% | −23−23.5% | Reduced |
| Proffitt & Goodson Inc | 76 | $28.0K | 0.01% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 75 | $28.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 76 | $28.0K | 0.00% | +33+76.7% | Added |
| Canton Hathaway, LLC | 74 | $28.0K | 0.01% | +74 | New |
| Resolute Partners Group | 77 | $29.0K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 80 | $30.0K | 0.01% | 00.0% | Unchanged |
| Ossiam | 83 | $31.0K | 0.00% | −807−90.7% | Reduced |
| Key Financial Inc | 87 | $32.0K | 0.02% | −29−25.0% | Reduced |
| Charter Oak Capital Management, LLC | 87 | $32.0K | 0.00% | +12+16.0% | Added |
| Financial Management Professionals, Inc. | 89 | $33.0K | 0.01% | +23+34.8% | Added |
| Evoke Wealth, LLC | 93 | $34.0K | 0.00% | −15−13.9% | Reduced |
| JJJ Advisors Inc. | 95 | $35.0K | 0.01% | +50+111.1% | Added |
| BBVA USA | 97 | $36.0K | 0.00% | −14−12.6% | Reduced |
| Prestige Wealth Management Group LLC | 97 | $36.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 99 | $37.0K | 0.02% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 100 | $37.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 100 | $37.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 100 | $37.0K | 0.01% | +100 | New |
| Ancora Advisors, LLC | 103 | $38.0K | 0.00% | 00.0% | Unchanged |