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 |
|---|---|---|---|---|---|
| Institute for Wealth Management, LLC. | 3,096 | $1.15M | 0.20% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 3,104 | $1.16M | 0.08% | +117+3.9% | Added |
| KCS Wealth Advisory | 3,157 | $1.18M | 0.56% | +98+3.2% | Added |
| Leavell Investment Management, Inc. | 3,200 | $1.19M | 0.09% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 3,207 | $1.20M | 1.15% | +66+2.1% | Added |
| American National Registered Investment Advisor, Inc. | 3,213 | $1.20M | 0.43% | −12−0.4% | Reduced |
| Snowden Capital Advisors LLC | 3,215 | $1.20M | 0.06% | +78+2.5% | Added |
| New England Research & Management, Inc. | 3,240 | $1.21M | 0.63% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 3,248 | $1.21M | 0.29% | +76+2.4% | Added |
| Tudor Investment Corp Et Al | 3,268 | $1.22M | 0.02% | −7,584−69.9% | Reduced |
| Semmax Financial Advisors Inc. | 3,277 | $1.22M | 0.42% | −326−9.0% | Reduced |
| Ameritas Investment Partners, Inc. | 3,283 | $1.22M | 0.04% | −62−1.9% | Reduced |
| Johnson Investment Counsel Inc | 3,287 | $1.23M | 0.02% | −482−12.8% | Reduced |
| Searle & Co. | 3,290 | $1.23M | 0.50% | 00.0% | Unchanged |
| Unigestion Holding SA | 3,173 | $1.23M | 0.05% | +183+6.1% | Added |
| Meeder Asset Management Inc | 3,317 | $1.24M | 0.06% | +193+6.2% | Added |
| Mitchell Capital Management Co | 3,324 | $1.24M | 0.28% | +3,324 | New |
| Csenge Advisory Group | 3,301 | $1.24M | 0.10% | +24+0.7% | Added |
| Acropolis Investment Management, LLC | 3,360 | $1.25M | 0.15% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 3,375 | $1.26M | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 2,893 | $1.26M | 0.03% | −917−24.1% | Reduced |
| Harfst & Associates, Inc. | 3,430 | $1.28M | 0.35% | −67−1.9% | Reduced |
| Voya Financial Advisors, Inc. | 3,301 | $1.28M | 0.16% | +129+4.1% | Added |
| Mount Yale Investment Advisors, LLC | 3,453 | $1.29M | 0.15% | −1,617−31.9% | Reduced |
| 44 Wealth Management LLC | 3,458 | $1.29M | 0.49% | +336+10.8% | Added |
| Heritage Wealth Advisors | 3,521 | $1.31M | 0.08% | +1,500+74.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,525 | $1.31M | 0.49% | +150+4.4% | Added |
| Wedbush Securities Inc | 3,533 | $1.32M | 0.06% | −108−3.0% | Reduced |
| Sumitomo Life Insurance Co | 3,536 | $1.32M | 0.04% | −150−4.1% | Reduced |
| Cohen Klingenstein LLC | 3,600 | $1.34M | 0.06% | 00.0% | Unchanged |
| Brookstone Capital Management | 3,583 | $1.34M | 0.02% | −776−17.8% | Reduced |
| Pensionfund DSM Netherlands | 3,625 | $1.35M | 0.17% | −8,300−69.6% | Reduced |
| Qtron Investments LLC | 3,684 | $1.37M | 0.37% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 3,701 | $1.38M | 0.05% | +204+5.8% | Added |
| Violich Capital Management, Inc. | 3,770 | $1.41M | 0.23% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,793 | $1.42M | 0.05% | +1,460+62.6% | Added |
| First Business Financial Services, Inc. | 3,806 | $1.42M | 0.16% | +140+3.8% | Added |
| Leonteq Securities AG | 3,838 | $1.43M | 0.08% | +226+6.3% | Added |
| Strategy Asset Managers LLC | 3,863 | $1.44M | 0.32% | +275+7.7% | Added |
| Zeke Capital Advisors, LLC | 3,868 | $1.44M | 0.08% | −174−4.3% | Reduced |
| FRG Family Wealth Advisors LLC | 3,912 | $1.46M | 0.29% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,925 | $1.46M | 0.22% | 00.0% | Unchanged |
| Michael B. Yongue | 3,940 | $1.47M | 1.07% | 00.0% | Unchanged |
| Intrust Bank NA | 3,956 | $1.48M | 0.20% | +123+3.2% | Added |
| MAI Capital Management | 4,012 | $1.50M | 0.03% | +632+18.7% | Added |
| Comerica Securities,inc. | 4,024 | $1.50M | 0.11% | −196−4.6% | Reduced |
| Stratos Wealth Partners, LTD. | 4,044 | $1.51M | 0.04% | +50+1.3% | Added |
| Analyst IMS Investment Management Services Ltd. | 4,050 | $1.51M | 0.19% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 4,066 | $1.52M | 0.01% | +45+1.1% | Added |
| Massmutual Trust Co FSB | 4,075 | $1.52M | 0.06% | −34−0.8% | Reduced |
| James Investment Research Inc | 4,089 | $1.52M | 0.14% | −7,375−64.3% | Reduced |
| Sterling Investment Management, Inc. | 4,088 | $1.52M | 0.97% | +69+1.7% | Added |
| Symmetry Partners, LLC | 4,091 | $1.53M | 0.10% | −701−14.6% | Reduced |
| Community Capital Management, Inc. | 4,100 | $1.53M | 1.58% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 4,103 | $1.53M | 0.05% | +38+0.9% | Added |
| Orion Portfolio Solutions, LLC | 4,100 | $1.53M | 0.06% | +420+11.4% | Added |
| Hancock Whitney Corp | 4,106 | $1.53M | 0.05% | −346−7.8% | Reduced |
| Savant Capital, LLC | 4,170 | $1.55M | 0.06% | +32+0.8% | Added |
| Tufton Capital Management | 4,190 | $1.56M | 0.26% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 4,189 | $1.56M | 0.03% | +2,451+141.0% | Added |
| TD Private Client Wealth LLC | 4,193 | $1.56M | 0.07% | −3,796−47.5% | Reduced |
| Blair William & Co | 4,219 | $1.57M | 0.01% | −635−13.1% | Reduced |
| Park Avenue Securities LLC | 4,250 | $1.58M | 0.03% | +490+13.0% | Added |
| Jag Capital Management, LLC | 4,261 | $1.59M | 0.12% | −146−3.3% | Reduced |
| Matisse Capital | 4,272 | $1.59M | 0.59% | 00.0% | Unchanged |
| Fort, L.P. | 4,277 | $1.59M | 0.53% | −650−13.2% | Reduced |
| Haverford Trust Co | 4,371 | $1.63M | 0.02% | −91−2.0% | Reduced |
| Atlas Capital Advisors LLC | 4,395 | $1.64M | 0.26% | −46−1.0% | Reduced |
| Aurora Investment Counsel | 4,397 | $1.64M | 1.14% | −38−0.9% | Reduced |
| Vista Investment Management | 4,399 | $1.64M | 0.96% | −59−1.3% | Reduced |
| Colony Group LLC | 4,447 | $1.66M | 0.03% | −102−2.2% | Reduced |
| Advisory Services Network, LLC | 4,485 | $1.67M | 0.05% | +113+2.6% | Added |
| Keudell/Morrison Wealth Management | 4,493 | $1.68M | 0.72% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 4,502 | $1.68M | 0.06% | +196+4.6% | Added |
| SRB Corp | 4,508 | $1.68M | 0.10% | +4,508 | New |
| CX Institutional | 4,518 | $1.68M | 0.14% | +3,712+460.5% | Added |
| Mirova | 4,553 | $1.70M | 0.22% | +422+10.2% | Added |
| Hohimer Wealth Management, LLC | 4,567 | $1.70M | 0.36% | −13−0.3% | Reduced |
| AMG National Trust Bank | 4,576 | $1.71M | 0.06% | 00.0% | Unchanged |
| Madison Wealth Management | 4,657 | $1.74M | 0.38% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,692 | $1.75M | 0.10% | +242+5.4% | Added |
| Truvestments Capital LLC | 4,711 | $1.76M | 0.97% | +291+6.6% | Added |
| Chesley Taft & Associates LLC | 4,734 | $1.76M | 0.10% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 4,740 | $1.77M | 0.01% | −76,623−94.2% | Reduced |
| Brighton Jones LLC | 4,740 | $1.77M | 0.09% | −24−0.5% | Reduced |
| Phoenix Holdings Ltd. | 4,717 | $1.77M | 0.03% | +4,717 | New |
| TrinityPoint Wealth, LLC | 4,795 | $1.79M | 0.34% | −82−1.7% | Reduced |
| Old National Bancorp | 4,799 | $1.79M | 0.07% | −4,200−46.7% | Reduced |
| Profund Advisors LLC | 4,807 | $1.79M | 0.06% | +12+0.3% | Added |
| Capula Management Ltd | 4,826 | $1.80M | 0.14% | +182+3.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,834 | $1.80M | 1.31% | −455−8.6% | Reduced |
| First Midwest Bank Trust Division | 4,856 | $1.81M | 0.26% | −84−1.7% | Reduced |
| Cox Capital Mgt LLC | 4,878 | $1.82M | 1.23% | +71+1.5% | Added |
| Tower Research Capital LLC (TRC) | 4,915 | $1.83M | 0.05% | −461−8.6% | Reduced |
| Liberty One Investment Management, LLC | 4,918 | $1.83M | 0.31% | −16−0.3% | Reduced |
| First Hawaiian Bank | 4,918 | $1.83M | 0.08% | −544−10.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 5,108 | $1.90M | 0.42% | −155−2.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 5,114 | $1.91M | 0.01% | −400−7.3% | Reduced |
| Greenleaf Trust | 5,187 | $1.93M | 0.02% | +47+0.9% | Added |
| Essex Financial Services, Inc. | 5,223 | $1.95M | 0.22% | +2,380+83.7% | Added |