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 |
|---|---|---|---|---|---|
| Fieldpoint Private Securities, LLC | 101 | $38.0K | 0.01% | +37+57.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 105 | $39.0K | 0.02% | 00.0% | Unchanged |
| Burleson & Company, LLC | 105 | $39.0K | 0.01% | +1+1.0% | Added |
| IAG Wealth Partners, LLC | 104 | $39.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 111 | $41.0K | 0.01% | −3−2.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 110 | $41.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 110 | $41.0K | 0.00% | +110 | New |
| Piscataqua Savings Bank | 114 | $42.0K | 0.04% | 00.0% | Unchanged |
| M&R Capital Management Inc | 115 | $42.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 112 | $42.0K | 0.00% | +44+64.7% | Added |
| Jones Financial Companies LLLP | 115 | $43.0K | 0.00% | −8−6.5% | Reduced |
| MCF Advisors LLC | 114 | $43.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 122 | $45.5K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 127 | $47.0K | 0.04% | 00.0% | Unchanged |
| Solstein Capital, LLC | 130 | $48.0K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 150 | $56.0K | 0.03% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 150 | $56.0K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 150 | $56.0K | 0.03% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 146 | $56.0K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 160 | $60.0K | 0.04% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 165 | $62.0K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 166 | $62.0K | 0.02% | +166 | New |
| Harvest Fund Management Co., Ltd | 173 | $64.0K | 0.01% | −264−60.4% | Reduced |
| AlphaMark Advisors, LLC | 175 | $65.0K | 0.02% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 175 | $66.0K | 0.02% | 00.0% | Unchanged |
| First Command Bank | 180 | $67.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 180 | $67.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 180 | $67.0K | 0.03% | +30+20.0% | Added |
| Independence Bank of Kentucky | 198 | $74.0K | 0.03% | −9−4.3% | Reduced |
| Selective Wealth Management, Inc. | 198 | $74.0K | 0.04% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 202 | $75.0K | 0.05% | 00.0% | Unchanged |
| Exane Derivatives | 204 | $76.1K | 0.02% | +204 | New |
| Plante Moran Financial Advisors, LLC | 216 | $81.0K | 0.02% | +12+5.9% | Added |
| Lindbrook Capital, LLC | 219 | $82.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 228 | $85.0K | 0.02% | +2+0.9% | Added |
| Stuart Chaussee & Associates, Inc. | 232 | $86.0K | 0.13% | 00.0% | Unchanged |
| Investors Research Corp | 235 | $88.0K | 0.03% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 240 | $89.0K | 0.03% | +240 | New |
| Gemmer Asset Management LLC | 242 | $90.0K | 0.01% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 243 | $91.0K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 250 | $93.0K | 0.03% | 00.0% | Unchanged |
| West Oak Capital, LLC | 250 | $93.0K | 0.04% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 250 | $93.0K | 0.01% | +25+11.1% | Added |
| Silvant Capital Management LLC | 257 | $96.0K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 266 | $99.0K | 0.04% | +1+0.4% | Added |
| MBM Wealth Consultants, LLC | 276 | $103.0K | 0.05% | 00.0% | Unchanged |
| Archer Investment Corp | 277 | $103.1K | 0.04% | +1+0.4% | Added |
| Kowal Investment Group, LLC | 282 | $105.0K | 0.03% | +282 | New |
| Smithfield Trust Co | 303 | $113.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 318 | $119.0K | 0.04% | +318 | New |
| Private Ocean, LLC | 323 | $121.0K | 0.01% | −5−1.5% | Reduced |
| Hexavest Inc. | 324 | $121.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 330 | $123.0K | 0.06% | +330 | New |
| Trust Co | 333 | $124.0K | 0.03% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 337 | $126.0K | 0.09% | +90+36.4% | Added |
| Centiva Capital, LP | 338 | $126.0K | 0.01% | +338 | New |
| Center for Financial Planning, Inc. | 349 | $130.0K | 0.03% | 00.0% | Unchanged |
| Delta Asset Management LLC | 360 | $134.0K | 0.01% | 00.0% | Unchanged |
| Security National Trust Co | 370 | $141.0K | 0.03% | 00.0% | Unchanged |
| Private Capital Group, LLC | 378 | $141.0K | 0.03% | +95+33.6% | Added |
| QVR LLC | 379 | $141.0K | 0.29% | +379 | New |
| Larson Financial Group LLC | 393 | $147.0K | 0.03% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 407 | $152.0K | 0.12% | 00.0% | Unchanged |
| FourThought Financial, LLC | 408 | $152.0K | 0.02% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 598 | $157.0K | 0.18% | −85−12.4% | Reduced |
| Cohen & Steers, Inc. | 421 | $157.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 435 | $162.0K | 0.01% | +100+29.9% | Added |
| Arkadios Wealth Advisors | 439 | $163.0K | 0.02% | +9+2.1% | Added |
| TCI Wealth Advisors, Inc. | 444 | $166.0K | 0.03% | +37+9.1% | Added |
| First Manhattan Co | 456 | $169.0K | 0.00% | −470−50.8% | Reduced |
| Montag A & Associates Inc | 457 | $170.0K | 0.01% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 460 | $172.0K | 0.03% | +460 | New |
| Glassman Wealth Services | 473 | $176.0K | 0.04% | +27+6.1% | Added |
| NEXT Financial Group, Inc | 473 | $176.0K | 0.01% | +34+7.7% | Added |
| Northern Oak Wealth Management Inc | 481 | $179.0K | 0.02% | +140+41.1% | Added |
| Financial Enhancement Group LLC | 482 | $180.0K | 0.03% | +308+177.0% | Added |
| Manchester Capital Management LLC | 486 | $181.0K | 0.02% | +10+2.1% | Added |
| Carroll Financial Associates, Inc. | 490 | $182.0K | 0.01% | +32+7.0% | Added |
| DB Wealth Management Group, LLC | 503 | $188.0K | 0.12% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 504 | $188.0K | 0.03% | +3+0.6% | Added |
| Kozak & Associates, Inc. | 440 | $191.0K | 0.11% | +440 | New |
| First Bank & Trust | 514 | $192.0K | 0.09% | +24+4.9% | Added |
| Jacobi Capital Management LLC | 522 | $195.0K | 0.02% | +205+64.7% | Added |
| AdvisorNet Financial, Inc | 534 | $199.0K | 0.01% | +134+33.5% | Added |
| Old Port Advisors | 543 | $201.0K | 0.07% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 538 | $201.0K | 0.12% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 541 | $202.0K | 0.11% | +541 | New |
| Appleton Partners Inc | 545 | $203.0K | 0.02% | −210−27.8% | Reduced |
| St Germain D J Co Inc | 544 | $203.0K | 0.01% | 00.0% | Unchanged |
| Renaissance Group LLC | 547 | $204.0K | 0.01% | −35−6.0% | Reduced |
| Northeast Investment Management | 546 | $204.0K | 0.01% | 00.0% | Unchanged |
| Bridgeworth, LLC | 550 | $205.0K | 0.06% | +1+0.2% | Added |
| AGF Investments LLC | 551 | $205.0K | 0.02% | +551 | New |
| Parkside Financial Bank & Trust | 552 | $206.0K | 0.06% | +53+10.6% | Added |
| Waddell & Associates, LLC | 554 | $207.0K | 0.04% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 554 | $207.0K | 0.09% | 00.0% | Unchanged |
| Wealthquest Corp | 560 | $208.0K | 0.04% | −212−27.5% | Reduced |
| Brown Brothers Harriman & Co | 558 | $208.0K | 0.00% | −60−9.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 557 | $208.0K | 0.01% | −4−0.7% | Reduced |
| Walter & Keenan Financial Consulting Co | 559 | $208.0K | 0.07% | +4+0.7% | Added |