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 |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 1,192 | $444.0K | 0.06% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,200 | $447.0K | 0.01% | −238−16.6% | Reduced |
| IFG Advisory, LLC | 1,206 | $449.0K | 0.05% | −27−2.2% | Reduced |
| Simon Quick Advisors, LLC | 1,219 | $454.0K | 0.12% | +1,121+1,143.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,223 | $455.9K | 0.54% | −75−5.8% | Reduced |
| Vestor Capital, LLC | 1,225 | $457.0K | 0.05% | +1,225 | New |
| Wealthcare Advisory Partners LLC | 1,227 | $458.0K | 0.03% | +164+15.4% | Added |
| Alpha Paradigm Partners, LLC | 1,237 | $461.0K | 0.18% | −45−3.5% | Reduced |
| Patton Albertson Miller Group, LLC | 1,238 | $462.0K | 0.09% | −408−24.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,243 | $463.0K | 0.10% | +22+1.8% | Added |
| Stock Yards Bank & Trust Co | 1,245 | $464.0K | 0.03% | −200−13.8% | Reduced |
| First Light Asset Management, LLC | 1,244 | $464.0K | 0.03% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,214 | $465.0K | 0.02% | −1,786−59.5% | Reduced |
| Blueshift Asset Management, LLC | 1,249 | $466.0K | 0.03% | +101+8.8% | Added |
| Accredited Investors Inc. | 1,253 | $467.0K | 0.05% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 1,263 | $471.0K | 0.03% | +136+12.1% | Added |
| Circle Wealth Management, LLC | 1,268 | $473.0K | 0.07% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,271 | $473.8K | 0.02% | −98−7.2% | Reduced |
| Sutton Wealth Advisors Inc. | 1,271 | $473.8K | 0.17% | +2+0.2% | Added |
| Independent Financial Group, LLC | 1,273 | $474.5K | 0.05% | +82+6.9% | Added |
| Farmers Trust Co | 1,292 | $486.0K | 0.11% | −21−1.6% | Reduced |
| Park National Corp | 1,321 | $492.0K | 0.02% | −427−24.4% | Reduced |
| BCJ Capital Management, LLC | 1,326 | $494.0K | 0.05% | +380+40.2% | Added |
| Engine No. 1 LLC | 1,324 | $494.0K | 0.13% | +548+70.6% | Added |
| Alps Advisors Inc | 1,348 | $503.0K | 0.00% | −295−18.0% | Reduced |
| Compton Capital Management Inc | 1,350 | $503.0K | 0.15% | −25−1.8% | Reduced |
| Signet Financial Management, LLC | 1,362 | $508.0K | 0.09% | +1,362 | New |
| Lingohr & Partner Asset Management GmbH | 1,369 | $510.0K | 1.36% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 1,376 | $513.0K | 0.01% | +163+13.4% | Added |
| Fiduciary Trust Co | 1,391 | $519.0K | 0.01% | −13−0.9% | Reduced |
| Middleton & Co Inc | 1,400 | $522.0K | 0.06% | 00.0% | Unchanged |
| Keystone Financial Group | 1,407 | $525.0K | 0.09% | +75+5.6% | Added |
| Shufro Rose & Co LLC | 1,412 | $526.0K | 0.04% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $527.0K | 0.41% | – | – |
| Highland Capital Management Fund Advisors, L.P. | 1,415 | $528.0K | 0.09% | +446+46.0% | Added |
| Affinity Investment Advisors, LLC | 1,421 | $530.0K | 0.24% | +1,421 | New |
| Fukoku Mutual Life Insurance Co | 1,430 | $533.0K | 0.04% | +230+19.2% | Added |
| Capital Investment Advisory Services, LLC | 1,432 | $534.0K | 0.07% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,435 | $535.0K | 0.10% | −50−3.4% | Reduced |
| Baldwin Investment Management, LLC | 1,443 | $538.0K | 0.09% | −52−3.5% | Reduced |
| Telemus Capital, LLC | 1,442 | $538.0K | 0.05% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 1,445 | $538.0K | 0.15% | +11+0.8% | Added |
| Plancorp, LLC | 1,442 | $538.0K | 0.04% | +32+2.3% | Added |
| Stony Point Wealth Management Inc. | 1,444 | $538.0K | 0.32% | +527+57.5% | Added |
| Stevens Capital Management LP | 1,444 | $538.0K | 0.23% | +1,444 | New |
| Summit X, LLC | 1,438 | $541.0K | 0.14% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,468 | $547.0K | 0.25% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,467 | $547.0K | 0.10% | +190+14.9% | Added |
| Resources Investment Advisors, LLC. | 1,470 | $548.0K | 0.02% | −55−3.6% | Reduced |
| Perigon Wealth Management, LLC | 1,470 | $548.0K | 0.05% | −28−1.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,475 | $550.0K | 0.01% | −26−1.7% | Reduced |
| Windsor Group LTD | 1,466 | $551.0K | 0.12% | −5−0.3% | Reduced |
| Dynamic Advisor Solutions LLC | 1,486 | $554.0K | 0.04% | +750+101.9% | Added |
| City Holding Co | 1,490 | $555.0K | 0.09% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 1,491 | $556.0K | 0.00% | −40−2.6% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 1,500 | $559.0K | 0.22% | −50−3.2% | Reduced |
| Bridges Investment Management Inc | 1,500 | $559.0K | 0.02% | 00.0% | Unchanged |
| Shepherd Kaplan Krochuk, LLC | 1,500 | $559.0K | 0.21% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 1,503 | $560.0K | 0.05% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 1,509 | $563.0K | 0.10% | −100−6.2% | Reduced |
| Harbor Investment Advisory, LLC | 1,521 | $567.0K | 0.08% | +23+1.5% | Added |
| Proequities, Inc. | 1,525 | $568.0K | 0.03% | +180+13.4% | Added |
| Meiji Yasuda Life Insurance Co | 1,527 | $569.0K | 0.01% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 1,528 | $570.0K | 0.02% | +466+43.9% | Added |
| Meristem Family Wealth, LLC | 1,528 | $570.0K | 0.05% | +1,528 | New |
| Hillsdale Investment Management Inc. | 1,560 | $581.0K | 0.04% | +1,560 | New |
| Rehmann Capital Advisory Group | 1,581 | $585.9K | 0.06% | +219+16.1% | Added |
| CSS LLC | 1,577 | $588.0K | 0.03% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 1,582 | $590.0K | 0.11% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,609 | $600.0K | 0.02% | +22+1.4% | Added |
| Wealth Alliance | 1,622 | $605.0K | 0.14% | −3−0.2% | Reduced |
| Latitude Advisors, LLC | 1,626 | $606.0K | 0.19% | +813+100.0% | Added |
| Psagot Investment House Ltd. | 1,634 | $609.0K | 0.10% | +1,370+518.9% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 1,634 | $609.0K | 0.10% | +1,634 | New |
| Ameritas Investment Company, LLC | 1,648 | $615.0K | 0.03% | +1,310+387.6% | Added |
| Dean Investment Associates, LLC | 1,653 | $616.0K | 0.12% | −10−0.6% | Reduced |
| Oxbow Advisors, LLC | 1,663 | $620.0K | 0.06% | +1,663 | New |
| Brinker Capital Investments, LLC | 1,654 | $625.0K | 0.01% | −31−1.8% | Reduced |
| Caxton Associates LP | 1,693 | $631.0K | 0.09% | +1,693 | New |
| Signature Estate & Investment Advisors LLC | 1,711 | $638.0K | 0.03% | +6+0.4% | Added |
| Harbour Investments, Inc. | 1,723 | $642.0K | 0.02% | −15−0.9% | Reduced |
| Transcend Wealth Collective, LLC | 1,476 | $644.0K | 0.06% | +136+10.1% | Added |
| Defined Wealth Management, LLC | 1,745 | $651.0K | 0.58% | 00.0% | Unchanged |
| Landsberg, Bennett, & Dubbaneh LLC | 1,732 | $651.0K | 0.08% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 1,758 | $655.0K | 0.02% | +25+1.4% | Added |
| Indiana Trust & Investment Management CO | 1,763 | $657.0K | 0.33% | +600+51.6% | Added |
| Kiwi Wealth Investments Limited Partnership | 1,765 | $658.0K | 0.03% | −1,072−37.8% | Reduced |
| Monarch Capital Management Inc | 1,771 | $660.0K | 0.18% | +16+0.9% | Added |
| Deseret Mutual Benefit Administrators | 1,774 | $661.0K | 0.12% | −531−23.0% | Reduced |
| Asset Dedication, LLC | 1,777 | $661.0K | 0.09% | +5+0.3% | Added |
| Gryphon Financial Partners LLC | 1,775 | $662.0K | 0.15% | +150+9.2% | Added |
| Vestmark Advisory Solutions, Inc. | 1,778 | $663.0K | 0.04% | +305+20.7% | Added |
| Fma Advisory Inc | 1,781 | $664.0K | 0.25% | +3+0.2% | Added |
| Laurel Wealth Advisors, Inc. | 1,794 | $669.0K | 0.12% | +18+1.0% | Added |
| Bessemer Securities LLC | 1,808 | $674.0K | 0.23% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 1,813 | $676.0K | 0.60% | +1,813 | New |
| Global Trust Asset Management, LLC | 1,817 | $677.0K | 0.30% | −6−0.3% | Reduced |
| Tru Independence Asset Management 2, LLC | 1,823 | $680.0K | 0.48% | +155+9.3% | Added |
| Thomasville National Bank | 1,832 | $683.0K | 0.07% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,833 | $683.0K | 0.07% | +18+1.0% | Added |