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 |
|---|---|---|---|---|---|
| Annex Advisory Services, LLC | 562 | $209.0K | 0.02% | −20−3.4% | Reduced |
| Nwam LLC | 560 | $209.0K | 0.02% | +560 | New |
| Octavia Wealth Advisors, LLC | 560 | $209.0K | 0.05% | +560 | New |
| McElhenny Sheffield Capital Management, LLC | 560 | $209.0K | 0.09% | +560 | New |
| Fairhaven Wealth Management, LLC | 563 | $210.0K | 0.09% | −4−0.7% | Reduced |
| Sustainable Insight Capital Management, LLC | 564 | $210.0K | 0.13% | +6+1.1% | Added |
| Summit Place Financial Advisors, LLC | 570 | $212.0K | 0.15% | −30−5.0% | Reduced |
| Roberts Glore & Co Inc | 575 | $214.0K | 0.07% | −20−3.4% | Reduced |
| Old Mission Investment Co LLC | 575 | $214.4K | 0.09% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 583 | $217.0K | 0.03% | −34−5.5% | Reduced |
| Advus Financial Partners, LLC | 472 | $218.8K | 0.12% | +472 | New |
| Cutler Group LP | 590 | $219.0K | 0.02% | −289−32.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 587 | $219.0K | 0.03% | −42−6.7% | Reduced |
| AIMZ Investment Advisors, LLC | 590 | $220.0K | 0.10% | 00.0% | Unchanged |
| Lehman & Derafelo Financial Resources LLC | 590 | $220.0K | 0.07% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 518 | $220.0K | 0.02% | +518 | New |
| Spotlight Asset Group, Inc. | 594 | $221.0K | 0.11% | −113−16.0% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 595 | $221.0K | 0.03% | +45+8.2% | Added |
| Aurora Private Wealth, Inc. | 595 | $222.0K | 0.09% | −55−8.5% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 601 | $224.0K | 0.00% | −5,468−90.1% | Reduced |
| Wintrust Investments LLC | 600 | $224.0K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 602 | $224.0K | 0.01% | +2+0.3% | Added |
| CPWM, LLC | 603 | $225.0K | 0.02% | +39+6.9% | Added |
| Schnieders Capital Management LLC | 611 | $228.0K | 0.06% | +611 | New |
| King Luther Capital Management Corp | 615 | $229.0K | 0.00% | +615 | New |
| Washington Trust Co | 616 | $230.0K | 0.01% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 619 | $231.0K | 0.02% | −110−15.1% | Reduced |
| Assetmark, Inc | 619 | $231.0K | 0.00% | +102+19.7% | Added |
| First Mercantile Trust Co | 622 | $232.0K | 0.03% | −78−11.1% | Reduced |
| Caldwell Trust Co | 625 | $233.0K | 0.03% | −43−6.4% | Reduced |
| Washington Capital Management Inc | 625 | $233.0K | 0.21% | 00.0% | Unchanged |
| Humankind Investments LLC | 626 | $233.0K | 0.11% | +21+3.5% | Added |
| Joel Isaacson & Co., LLC | 627 | $234.0K | 0.02% | +6+1.0% | Added |
| Accretive Wealth Partners, LLC | 631 | $235.0K | 0.17% | −13−2.0% | Reduced |
| Windsor Capital Management, LLC | 635 | $236.0K | 0.08% | +1+0.2% | Added |
| Flagship Harbor Advisors, LLC | 625 | $238.0K | 0.03% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 642 | $239.0K | 0.03% | +33+5.4% | Added |
| Zions Bancorporation, N.A. | 645 | $240.0K | 0.02% | +59+10.1% | Added |
| NorthRock Partners, LLC | 568 | $240.0K | 0.02% | +568 | New |
| Bluestein R H & Co | 646 | $241.0K | 0.01% | 00.0% | Unchanged |
| Midwest Wealth Management Inc. | 650 | $242.0K | 0.17% | −44−6.3% | Reduced |
| Meridian Wealth Management, LLC | 649 | $242.0K | 0.03% | +7+1.1% | Added |
| Cassia Capital Partners, LLC | 650 | $242.0K | 0.17% | +650 | New |
| DT Investment Partners, LLC | 656 | $245.0K | 0.03% | +656 | New |
| Diligent Investors, LLC | 645 | $246.0K | 0.08% | 00.0% | Unchanged |
| Glenview Trust Co | 669 | $249.0K | 0.01% | −39−5.5% | Reduced |
| Court Place Advisors, LLC | 667 | $249.0K | 0.07% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 668 | $249.0K | 0.02% | +2+0.3% | Added |
| Good Life Advisors, LLC | 673 | $251.0K | 0.03% | −166−19.8% | Reduced |
| First City Capital Management, Inc. | 672 | $251.0K | 0.14% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 680 | $252.0K | 0.01% | +71+11.7% | Added |
| Family Firm, Inc. | 595 | $252.0K | 0.07% | +2+0.3% | Added |
| Eagle Bay Advisors LLC | 679 | $252.0K | 0.15% | +198+41.2% | Added |
| Ridgewood Investments LLC | 679 | $253.0K | 0.17% | −2−0.3% | Reduced |
| Stanley-Laman Group, Ltd. | 682 | $254.0K | 0.03% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 683 | $255.0K | 0.12% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 686 | $256.0K | 0.17% | −451−39.7% | Reduced |
| Childress Capital Advisors, LLC | 688 | $256.0K | 0.10% | +26+3.9% | Added |
| Summit Financial Group Inc | 693 | $258.0K | 0.09% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 691 | $258.0K | 0.00% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 693 | $258.0K | 0.23% | +11+1.6% | Added |
| Sierra Capital LLC | 695 | $259.0K | 0.04% | −265−27.6% | Reduced |
| Exencial Wealth Advisors, LLC | 697 | $260.0K | 0.01% | −353−33.6% | Reduced |
| Reston Wealth Management LLC | 700 | $261.0K | 0.14% | +10+1.4% | Added |
| JB Capital LLC | 700 | $261.0K | 0.03% | +700 | New |
| Adams Wealth Management | 706 | $263.0K | 0.10% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 710 | $265.0K | 0.02% | −15−2.1% | Reduced |
| SevenBridge Financial Group, LLC | 712 | $265.0K | 0.09% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 711 | $265.0K | 0.02% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 715 | $267.0K | 0.17% | 00.0% | Unchanged |
| Jump Financial, LLC | 717 | $267.0K | 0.02% | +717 | New |
| Woodstock Corp | 720 | $268.0K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 719 | $268.0K | 0.03% | +82+12.9% | Added |
| Waldron Private Wealth LLC | 725 | $270.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 726 | $271.0K | 0.11% | −76−9.5% | Reduced |
| First National Trust Co | 731 | $273.0K | 0.02% | +11+1.5% | Added |
| Bahl & Gaynor Inc | 737 | $275.0K | 0.00% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 738 | $275.0K | 0.04% | +30+4.2% | Added |
| Altfest L J & Co Inc | 755 | $281.0K | 0.06% | 00.0% | Unchanged |
| Keel Point, LLC | 753 | $281.0K | 0.04% | +16+2.2% | Added |
| Tobam | 757 | $282.0K | 0.01% | 00.0% | Unchanged |
| Capital Management Corp | 761 | $284.0K | 0.06% | +11+1.5% | Added |
| Valley National Advisers Inc | 763 | $284.0K | 0.05% | +512+204.0% | Added |
| Ridgecrest Wealth Partners, LLC | 765 | $285.0K | 0.16% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 766 | $286.0K | 0.02% | −492−39.1% | Reduced |
| Chesapeake Wealth Management | 776 | $289.0K | 0.10% | −329−29.8% | Reduced |
| Hurlow Wealth Management Group, Inc. | 776 | $289.0K | 0.17% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 776 | $289.0K | 0.02% | +22+2.9% | Added |
| PDS Planning, Inc | 775 | $289.0K | 0.07% | +67+9.5% | Added |
| BBR Partners, LLC | 778 | $290.0K | 0.02% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 786 | $293.0K | 0.08% | −7−0.9% | Reduced |
| East Coast Asset Management, LLC. | 785 | $293.0K | 0.07% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 786 | $293.0K | 0.13% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 792 | $295.0K | 0.19% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 792 | $295.0K | 0.15% | 00.0% | Unchanged |
| Trust Co of Virginia | 790 | $295.0K | 0.03% | +790 | New |
| Inverness Counsel LLC | 794 | $296.0K | 0.01% | 00.0% | Unchanged |
| Geller Advisors LLC | 793 | $296.0K | 0.06% | +79+11.1% | Added |
| IFP Advisors, Inc | 788 | $297.0K | 0.01% | −206−20.7% | Reduced |
| Meyer Handelman Co | 800 | $298.0K | 0.01% | 00.0% | Unchanged |