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 |
|---|---|---|---|---|---|
| Beaton Management Co. Inc. | 800 | $298.0K | 0.20% | 00.0% | Unchanged |
| First Affirmative Financial Network | 800 | $298.0K | 0.31% | +800 | New |
| Koss-Olinger Consulting, LLC | 800 | $298.0K | 0.05% | +800 | New |
| Canal Capital Management, LLC | 807 | $301.0K | 0.09% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 811 | $302.0K | 0.01% | +2+0.2% | Added |
| Spinnaker Trust | 827 | $308.0K | 0.02% | 00.0% | Unchanged |
| Arlington Partners LLC | 829 | $309.0K | 0.09% | +829 | New |
| Kore Private Wealth LLC | 838 | $312.0K | 0.03% | −24−2.8% | Reduced |
| Column Capital Advisors, LLC | 840 | $313.0K | 0.07% | −21−2.4% | Reduced |
| Whalerock Point Partners, LLC | 845 | $315.0K | 0.12% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 850 | $317.0K | 0.01% | −1−0.1% | Reduced |
| Constitution Capital LLC | 850 | $317.0K | 0.19% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 860 | $321.0K | 0.01% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 872 | $325.0K | 0.04% | +872 | New |
| Barings LLC | 878 | $328.0K | 0.01% | −441−33.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 883 | $329.0K | 0.09% | +14+1.6% | Added |
| Coldstream Capital Management Inc | 1,227 | $330.0K | 0.02% | −231−15.8% | Reduced |
| E Fund Management Co., Ltd. | 891 | $332.0K | 0.01% | +891 | New |
| Integrated Advisors Network LLC | 896 | $334.0K | 0.02% | +896 | New |
| Poplar Forest Capital LLC | 909 | $339.0K | 0.03% | −839−48.0% | Reduced |
| Convergence Investment Partners, LLC | 914 | $341.0K | 0.18% | +56+6.5% | Added |
| Alpha Omega Wealth Management LLC | 917 | $342.0K | 0.06% | +10+1.1% | Added |
| Brandywine Oak Private Wealth LLC | 922 | $343.0K | 0.04% | −1−0.1% | Reduced |
| AIA Group Ltd | 923 | $344.0K | 0.02% | +923 | New |
| Strategic Blueprint, LLC | 925 | $345.0K | 0.05% | +526+131.8% | Added |
| Holderness Investments Co | 930 | $347.0K | 0.11% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 936 | $349.0K | 0.07% | +936 | New |
| Spectrum Management Group, LLC | 942 | $351.0K | 0.06% | 00.0% | Unchanged |
| Harbor Group, Inc. | 941 | $351.0K | 0.23% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 942 | $351.0K | 0.01% | +251+36.3% | Added |
| First National Bank of South Miami | 944 | $352.0K | 0.24% | +77+8.9% | Added |
| Warren Averett Asset Management, LLC | 816 | $352.0K | 0.03% | +151+22.7% | Added |
| Pettinga Financial Advisors, LLC | 948 | $353.0K | 0.09% | +8+0.9% | Added |
| Bartlett & Co. Wealth Management LLC | 951 | $354.5K | 0.01% | −56−5.6% | Reduced |
| Bartlett & Co. LLC | 951 | $355.0K | 0.01% | −56−5.6% | Reduced |
| Financial Advisory Group | 951 | $355.0K | 0.08% | 00.0% | Unchanged |
| HM Payson & Co | 953 | $355.0K | 0.01% | +14+1.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 961 | $358.0K | 0.08% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 963 | $358.0K | 0.01% | +108+12.6% | Added |
| Vantage Consulting Group Inc | 968 | $361.0K | 0.08% | +261+36.9% | Added |
| Integrated Wealth Concepts LLC | 970 | $362.0K | 0.01% | +970 | New |
| Tandem Investment Advisors, Inc. | 979 | $365.0K | 0.03% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 982 | $366.0K | 0.04% | −96−8.9% | Reduced |
| Kovack Advisors, Inc. | 983 | $366.0K | 0.04% | +15+1.5% | Added |
| Hengehold Capital Management LLC | 990 | $369.0K | 0.05% | +1+0.1% | Added |
| Pure Financial Advisors, Inc. | 989 | $369.0K | 0.03% | +9+0.9% | Added |
| Trustcore Financial Services, LLC | 990 | $369.0K | 0.04% | +17+1.7% | Added |
| Founders Financial Alliance, LLC | 989 | $369.0K | 0.17% | +157+18.9% | Added |
| Sciencast Management LP | 1,000 | $370.0K | 0.10% | +1,000 | New |
| Cable Hill Partners, LLC | 1,004 | $374.0K | 0.09% | +94+10.3% | Added |
| JGP Global Gestao de Recursos Ltda. | 1,003 | $374.0K | 0.14% | +275+37.8% | Added |
| Salem Investment Counselors Inc | 1,014 | $378.0K | 0.02% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 1,020 | $379.0K | 0.06% | +425+71.4% | Added |
| Capital Financial Planning, LLC | 1,026 | $382.0K | 0.14% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 1,026 | $383.0K | 0.11% | +33+3.3% | Added |
| Charter Trust Co | 1,032 | $385.0K | 0.04% | −200−16.2% | Reduced |
| Venture Visionary Partners LLC | 1,035 | $385.0K | 0.03% | +26+2.6% | Added |
| Trustmark National Bank Trust Department | 1,040 | $388.0K | 0.03% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 1,040 | $388.0K | 0.25% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 1,043 | $389.0K | 0.02% | −1,685−61.8% | Reduced |
| Kingsview Wealth Management, LLC | 1,045 | $390.0K | 0.02% | −912−46.6% | Reduced |
| Ascent Wealth Partners, LLC | 1,045 | $390.0K | 0.07% | +16+1.6% | Added |
| Beirne Wealth Consulting Services, LLC | 1,050 | $391.0K | 0.22% | 00.0% | Unchanged |
| State of Wyoming | 1,050 | $392.0K | 0.25% | +203+24.0% | Added |
| Wealth Management Associates, Inc. | 1,053 | $392.6K | 0.23% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 1,055 | $393.0K | 0.03% | −35−3.2% | Reduced |
| Balentine LLC | 1,058 | $395.0K | 0.02% | +495+87.9% | Added |
| Cypress Capital Group | 1,062 | $396.0K | 0.05% | −71−6.3% | Reduced |
| J.W. Cole Advisors, Inc. | 1,061 | $396.0K | 0.03% | −2−0.2% | Reduced |
| Beaumont Financial Partners, LLC | 1,066 | $397.0K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 1,070 | $399.0K | 0.02% | −13−1.2% | Reduced |
| Newport Wealth Strategies, Inc. | 1,070 | $399.0K | 0.24% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 1,074 | $400.0K | 0.19% | −28−2.5% | Reduced |
| Krane Funds Advisors LLC | 1,080 | $403.0K | 0.01% | −336−23.7% | Reduced |
| Evercore Wealth Management, LLC | 1,080 | $403.0K | 0.01% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 1,086 | $405.0K | 0.07% | −167−13.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,092 | $407.0K | 0.03% | +211+24.0% | Added |
| Campion Asset Management LLC | 1,095 | $408.0K | 0.36% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 1,096 | $409.0K | 0.14% | 00.0% | Unchanged |
| Dodge & Cox | 1,100 | $410.0K | 0.00% | 00.0% | Unchanged |
| Citizens Business Bank | 1,100 | $410.0K | 0.05% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,109 | $413.0K | 0.03% | −38−3.3% | Reduced |
| Bedel Financial Consulting, Inc. | 1,109 | $413.0K | 0.14% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 1,107 | $413.0K | 0.01% | +53+5.0% | Added |
| Quilter Plc | 1,111 | $414.0K | 0.01% | −295−21.0% | Reduced |
| Cim Investment Mangement Inc | 1,117 | $416.0K | 0.13% | −7−0.6% | Reduced |
| Central Bank & Trust Co | 1,117 | $416.0K | 0.07% | +168+17.7% | Added |
| Doyle Wealth Management | 1,120 | $417.0K | 0.03% | +1+0.1% | Added |
| Investors Financial Group, LLC | 1,118 | $417.0K | 0.22% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 1,118 | $417.0K | 0.03% | +140+14.3% | Added |
| Everett Harris & Co | 1,120 | $418.0K | 0.01% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 1,122 | $418.0K | 0.04% | +51+4.8% | Added |
| Prospera Financial Services Inc | 1,127 | $420.0K | 0.02% | +162+16.8% | Added |
| Mission Wealth Management, LP | 1,132 | $422.0K | 0.02% | +12+1.1% | Added |
| Level Four Advisory Services, LLC | 1,134 | $423.0K | 0.04% | +175+18.2% | Added |
| Belpointe Asset Management LLC | 1,145 | $427.0K | 0.03% | −29−2.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,154 | $430.0K | 0.10% | −33−2.8% | Reduced |
| Wealthspire Advisors, LLC | 1,166 | $435.0K | 0.01% | +1,166 | New |
| Dixon Hubard Feinour & Brown Inc | 1,171 | $437.0K | 0.09% | −121−9.4% | Reduced |
| Cerity Partners LLC | 1,182 | $441.0K | 0.01% | −106−8.2% | Reduced |