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 |
|---|---|---|---|---|---|
| Prudent Man Advisors, LLC | 1,838 | $685.0K | 0.26% | −39−2.1% | Reduced |
| Garde Capital, Inc. | 1,850 | $690.0K | 0.07% | 00.0% | Unchanged |
| Financial Counselors Inc | 1,856 | $692.0K | 0.01% | +258+16.1% | Added |
| Systematic Alpha Investments, LLC | 1,597 | $695.0K | 0.03% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 1,888 | $704.0K | 0.11% | +735+63.7% | Added |
| First Pacific Advisors, LP | 1,915 | $714.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,917 | $715.0K | 0.01% | −275−12.5% | Reduced |
| Community Bank, N.A. | 1,930 | $719.0K | 0.09% | −300−13.5% | Reduced |
| Roundview Capital LLC | 1,937 | $722.0K | 0.08% | +1,937 | New |
| Brown Advisory Securities, LLC | 1,931 | $723.0K | 0.21% | −91−4.5% | Reduced |
| Sanders Morris Harris LLC | 1,900 | $723.0K | 0.13% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 1,953 | $728.0K | 0.15% | −11−0.6% | Reduced |
| Morris Capital Advisors, LLC | 1,955 | $729.0K | 0.57% | −146−6.9% | Reduced |
| Strategic Advisors LLC | 1,955 | $729.0K | 0.16% | +1+0.1% | Added |
| Mutual Advisors, LLC | 1,962 | $732.0K | 0.04% | −22−1.1% | Reduced |
| Covington Capital Management | 1,967 | $733.0K | 0.03% | −14−0.7% | Reduced |
| Winton Group Ltd | 1,973 | $736.0K | 0.04% | −1,424−41.9% | Reduced |
| SeaCrest Wealth Management, LLC | 1,983 | $739.0K | 0.09% | −61−3.0% | Reduced |
| Indie Asset Partners, LLC | 1,981 | $739.0K | 0.60% | −1−0.1% | Reduced |
| Terry L. Blaker | 1,985 | $740.0K | 0.05% | +239+13.7% | Added |
| McLean Asset Management Corp | 1,697 | $740.0K | 0.28% | +127+8.1% | Added |
| King Wealth | 1,988 | $741.0K | 0.15% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 1,990 | $743.0K | 0.24% | −185−8.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 2,000 | $746.0K | 0.10% | 00.0% | Unchanged |
| SG3 Management, LLC | 2,000 | $746.0K | 0.26% | +250+14.3% | Added |
| Taylor Hoffman Wealth Management | 1,997 | $751.0K | 0.32% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 2,024 | $754.0K | 0.12% | −20−1.0% | Reduced |
| Chicago Capital, LLC | 2,036 | $759.0K | 0.03% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,037 | $759.0K | 0.20% | +33+1.6% | Added |
| Vanguard Capital Wealth Advisors | 2,039 | $760.0K | 0.58% | +6+0.3% | Added |
| Northwest Bancshares, Inc. | 2,043 | $762.0K | 0.17% | −122−5.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,082 | $776.0K | 0.07% | +189+10.0% | Added |
| Edgestream Partners, L.P. | 2,085 | $777.0K | 0.05% | +2,085 | New |
| Beacon Financial Group | 2,005 | $779.0K | 0.11% | +212+11.8% | Added |
| Pinnacle Associates Ltd | 2,093 | $780.0K | 0.01% | −587−21.9% | Reduced |
| Texas Yale Capital Corp. | 2,097 | $782.0K | 0.04% | +100+5.0% | Added |
| Cozad Asset Management Inc | 2,139 | $798.0K | 0.12% | +580+37.2% | Added |
| Bard Financial Services, Inc. | 2,150 | $802.0K | 0.07% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,171 | $809.0K | 0.06% | +132+6.5% | Added |
| Bridgewater Associates, LP | 2,183 | $814.0K | 0.00% | +2,183 | New |
| XTX Topco Ltd | 2,198 | $819.0K | 0.28% | +2,198 | New |
| Twin Capital Management Inc | 2,222 | $828.0K | 0.08% | +15+0.7% | Added |
| Quadrant Capital Group LLC | 2,225 | $829.0K | 0.12% | +384+20.9% | Added |
| Lido Advisors, LLC | 2,225 | $829.0K | 0.02% | +589+36.0% | Added |
| Souders Financial Advisors | 2,226 | $830.0K | 0.27% | −519−18.9% | Reduced |
| Insight Wealth Strategies, LLC | 2,251 | $839.0K | 0.12% | +91+4.2% | Added |
| HighPoint Advisor Group LLC | 2,258 | $842.0K | 0.08% | −123−5.2% | Reduced |
| National Asset Management, Inc. | 2,264 | $844.0K | 0.03% | +52+2.4% | Added |
| Pitcairn Co | 2,270 | $846.0K | 0.06% | −19−0.8% | Reduced |
| Sentry Investment Management LLC | 2,287 | $853.0K | 0.25% | −334−12.7% | Reduced |
| Quantedge Capital Pte Ltd | 2,300 | $857.0K | 0.41% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 2,207 | $857.0K | 0.13% | −19−0.9% | Reduced |
| Busey Wealth Management | 2,311 | $862.0K | 0.03% | −8−0.3% | Reduced |
| Sigma Planning Corp | 2,315 | $863.0K | 0.03% | −106−4.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,320 | $865.0K | 0.02% | −901−28.0% | Reduced |
| Hollencrest Capital Management | 2,334 | $870.0K | 0.08% | +770+49.2% | Added |
| Cetera Advisors LLC | 2,344 | $874.0K | 0.02% | +703+42.8% | Added |
| Gofen & Glossberg LLC | 2,350 | $876.0K | 0.02% | +38+1.6% | Added |
| 1st Source Bank | 2,367 | $882.0K | 0.06% | 00.0% | Unchanged |
| Arden Trust Co | 2,373 | $885.0K | 0.15% | −56−2.3% | Reduced |
| Frisch Financial Group, Inc. | 2,394 | $892.0K | 0.30% | +7+0.3% | Added |
| Trust Asset Management LLC | 2,393 | $892.0K | 0.12% | +157+7.0% | Added |
| Wesbanco Bank Inc | 2,412 | $899.0K | 0.03% | −91−3.6% | Reduced |
| Atlantic Union Bankshares Corp | 2,413 | $900.0K | 0.08% | −80−3.2% | Reduced |
| Checchi Capital Advisers, LLC | 2,422 | $903.0K | 0.11% | +78+3.3% | Added |
| Donaldson Capital Management, LLC | 2,435 | $908.0K | 0.05% | +10.0% | Added |
| Lincoln National Corp | 2,471 | $921.0K | 0.02% | −328−11.7% | Reduced |
| Parallel Advisors, LLC | 2,501 | $933.0K | 0.04% | +20+0.8% | Added |
| Regent Investment Management LLC | 2,515 | $938.0K | 0.22% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 2,520 | $939.0K | 0.11% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,543 | $948.0K | 0.03% | −68−2.6% | Reduced |
| Bremer Bank National Association | 2,548 | $949.0K | 0.19% | +15+0.6% | Added |
| AlphaCrest Capital Management LLC | 2,553 | $952.0K | 0.05% | −8,913−77.7% | Reduced |
| Clarius Group, LLC | 2,572 | $959.0K | 0.09% | +78+3.1% | Added |
| Wealth Advisory Solutions, LLC | 2,589 | $965.0K | 0.21% | +265+11.4% | Added |
| Intellectus Partners, LLC | 2,616 | $975.0K | 0.24% | +175+7.2% | Added |
| Buckley Wealth Management, LLC | 2,627 | $979.0K | 0.32% | −20−0.8% | Reduced |
| NorthCoast Asset Management LLC | 2,645 | $987.0K | 0.04% | +2,645 | New |
| Independent Advisor Alliance | 2,654 | $989.0K | 0.05% | +148+5.9% | Added |
| Garrison Point Advisors, LLC | 2,700 | $1.01M | 0.73% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 2,723 | $1.01M | 0.07% | +117+4.5% | Added |
| Cinctive Capital Management LP | 2,748 | $1.02M | 0.06% | −58,349−95.5% | Reduced |
| Signaturefd, LLC | 2,755 | $1.03M | 0.04% | −15−0.5% | Reduced |
| Conning Inc. | 2,757 | $1.03M | 0.03% | −180−6.1% | Reduced |
| CAPROCK Group, Inc. | 2,796 | $1.04M | 0.09% | +41+1.5% | Added |
| Foster & Motley Inc | 2,797 | $1.04M | 0.09% | −76−2.6% | Reduced |
| Anchor Investment Management, LLC | 2,822 | $1.05M | 0.15% | +51+1.8% | Added |
| Delphi Management Inc | 2,831 | $1.05M | 1.09% | +21+0.7% | Added |
| Fulcrum Asset Management LLP | – | $1.06M | 0.52% | – | – |
| Diversified Trust Co | 2,841 | $1.06M | 0.04% | −955−25.2% | Reduced |
| Ieq Capital, LLC | 2,871 | $1.07M | 0.03% | +1,008+54.1% | Added |
| Central Trust Co | 2,898 | $1.08M | 0.04% | −17−0.6% | Reduced |
| OPSEU Pension Plan Trust Fund | 2,965 | $1.09M | 0.28% | −64−2.1% | Reduced |
| Kinneret Advisory, LLC | 2,938 | $1.09M | 0.13% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 2,904 | $1.11M | 0.15% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 2,856 | $1.11M | 0.03% | 00.0% | Unchanged |
| Wealth Architects, LLC | 3,009 | $1.12M | 0.22% | −6−0.2% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,017 | $1.13M | 0.18% | −25−0.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,034 | $1.13M | 0.10% | −87−2.8% | Reduced |
| RMB Capital Management, LLC | 3,044 | $1.14M | 0.04% | −208−6.4% | Reduced |