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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 5,249 | $1.96M | 0.05% | +49+0.9% | Added |
| Stonebridge Capital Advisors LLC | 5,258 | $1.96M | 0.24% | −265−4.8% | Reduced |
| JustInvest LLC | 5,264 | $1.96M | 0.18% | +387+7.9% | Added |
| Malaga Cove Capital, LLC | 5,297 | $1.98M | 0.82% | 00.0% | Unchanged |
| Argent Trust Co | 5,358 | $2.00M | 0.13% | +222+4.3% | Added |
| Stableford Capital II LLC | 5,123 | $2.00M | 1.02% | −94−1.8% | Reduced |
| Steadfast Capital Management (UK) Ltd. | 5,424 | $2.02M | 2.38% | +5,424 | New |
| Jackson Hole Capital Partners, LLC | 5,427 | $2.02M | 0.66% | +296+5.8% | Added |
| Wright Investors Service Inc | 5,427 | $2.02M | 0.58% | +104+2.0% | Added |
| Empirical Finance, LLC | 5,546 | $2.07M | 0.31% | −1,951−26.0% | Reduced |
| Lederer & Associates Investment Counsel | 5,750 | $2.14M | 1.38% | −9−0.2% | Reduced |
| Vestcor Inc | 5,756 | $2.15M | 0.08% | −500−8.0% | Reduced |
| Seeyond | 5,803 | $2.16M | 0.21% | +137+2.4% | Added |
| Allstate Corp | 5,874 | $2.19M | 0.09% | −536−8.4% | Reduced |
| SG Americas Securities, LLC | 5,902 | $2.20M | 0.01% | −3,483−37.1% | Reduced |
| Delta Capital Management LLC | 5,910 | $2.20M | 1.37% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 5,924 | $2.21M | 0.19% | −593−9.1% | Reduced |
| Veriti Management LLC | 5,944 | $2.22M | 0.31% | +399+7.2% | Added |
| Foundations Investment Advisors, LLC | 5,973 | $2.23M | 0.10% | +608+11.3% | Added |
| Family Legacy, Inc. | 5,784 | $2.23M | 1.01% | +26+0.5% | Added |
| Lester Murray Antman dba SimplyRich | 6,028 | $2.25M | 0.82% | 00.0% | Unchanged |
| Bangor Savings Bank | 6,033 | $2.25M | 0.23% | +244+4.2% | Added |
| Shelton Capital Management | 6,083 | $2.27M | 0.09% | −49−0.8% | Reduced |
| Strategic Financial Services, Inc, | 6,109 | $2.28M | 0.18% | −143−2.3% | Reduced |
| First Quadrant L P | 6,222 | $2.32M | 0.27% | 00.0% | Unchanged |
| Homrich & Berg | 6,254 | $2.33M | 0.05% | +1,122+21.9% | Added |
| Cetera Investment Advisers | 6,262 | $2.33M | 0.04% | +261+4.3% | Added |
| Bragg Financial Advisors, Inc | 6,332 | $2.36M | 0.15% | +32+0.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,336 | $2.36M | 0.25% | −37−0.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,527 | $2.43M | 0.17% | −167−2.5% | Reduced |
| Ninety One North America, Inc. | 6,544 | $2.44M | 0.11% | +125+1.9% | Added |
| D.A. Davidson & Co. | 6,547 | $2.44M | 0.03% | +186+2.9% | Added |
| Kestra Private Wealth Services, LLC | 6,771 | $2.52M | 0.14% | +661+10.8% | Added |
| Fort Washington Investment Advisors Inc | 6,779 | $2.53M | 0.02% | −1,177−14.8% | Reduced |
| Wetherby Asset Management Inc | 6,782 | $2.53M | 0.16% | +711+11.7% | Added |
| Capital International Sarl | 6,783 | $2.53M | 0.22% | −665−8.9% | Reduced |
| Balyasny Asset Management LLC | 6,844 | $2.55M | 0.01% | −18,034−72.5% | Reduced |
| Oppenheimer Asset Management Inc. | 6,858 | $2.56M | 0.04% | +1,697+32.9% | Added |
| Red Cedar Capital, LLC | 6,880 | $2.56M | 1.57% | 00.0% | Unchanged |
| IBM Retirement Fund | 6,925 | $2.58M | 0.20% | +20+0.3% | Added |
| Horizon Investments, LLC | 6,991 | $2.61M | 0.08% | +6,991 | New |
| RDA Financial Network | 6,997 | $2.61M | 1.15% | −112−1.6% | Reduced |
| Oak Associates, Ltd | 7,030 | $2.62M | 0.15% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 7,168 | $2.67M | 0.52% | +223+3.2% | Added |
| Bull Street Advisors, LLC | 7,236 | $2.70M | 1.39% | −10−0.1% | Reduced |
| Everence Capital Management Inc | 7,320 | $2.73M | 0.22% | 00.0% | Unchanged |
| AE Wealth Management LLC | 7,411 | $2.76M | 0.02% | −248−3.2% | Reduced |
| Van Eck Associates Corp | 7,436 | $2.77M | 0.01% | +642+9.4% | Added |
| Edmp, Inc. | 7,438 | $2.78M | 2.94% | +177+2.4% | Added |
| Burney Co | 7,463 | $2.78M | 0.13% | −128−1.7% | Reduced |
| Cigna Investments Inc | 7,537 | $2.81M | 0.21% | −180−2.3% | Reduced |
| Great Lakes Advisors, LLC | 7,653 | $2.85M | 0.04% | −140−1.8% | Reduced |
| Duncker Streett & Co Inc | 7,667 | $2.86M | 0.54% | −93−1.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 7,695 | $2.87M | 0.11% | +48+0.6% | Added |
| Pensionfund Sabic | 7,750 | $2.89M | 0.61% | −900−10.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,755 | $2.89M | 0.15% | +1,466+23.3% | Added |
| Rafferty Asset Management, LLC | 7,774 | $2.90M | 0.02% | +2,617+50.7% | Added |
| BKD Wealth Advisors, LLC | 7,791 | $2.90M | 0.13% | −210−2.6% | Reduced |
| Ethic Inc. | 7,798 | $2.91M | 0.30% | +971+14.2% | Added |
| People's United Financial, Inc. | 7,861 | $2.93M | 0.07% | +4,735+151.5% | Added |
| ProVise Management Group, LLC | 7,916 | $2.95M | 0.29% | −80−1.0% | Reduced |
| Garrison Bradford & Associates Inc | 7,919 | $2.95M | 3.00% | +10.0% | Added |
| Cresset Asset Management, LLC | 7,920 | $2.95M | 0.04% | +609+8.3% | Added |
| Erste Asset Management GmbH | 7,627 | $2.96M | 0.06% | −350−4.4% | Reduced |
| Asio Capital, LLC | 7,947 | $2.96M | 1.02% | +435+5.8% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $2.98M | 0.81% | 00.0% | Unchanged |
| Synovus Financial Corp | 8,075 | $3.01M | 0.03% | −822−9.2% | Reduced |
| GHP Investment Advisors, Inc. | 8,086 | $3.01M | 0.24% | +1,855+29.8% | Added |
| AMJ Financial Wealth Management | 8,198 | $3.06M | 1.25% | +1,322+19.2% | Added |
| Advisors Asset Management, Inc. | 8,200 | $3.06M | 0.05% | −538−6.2% | Reduced |
| World Asset Management Inc | 8,285 | $3.09M | 0.31% | −338−3.9% | Reduced |
| Regions Financial Corp | 8,509 | $3.17M | 0.03% | −192−2.2% | Reduced |
| Veritable, L.P. | 8,646 | $3.22M | 0.05% | −11−0.1% | Reduced |
| United Capital Financial Advisers, LLC | 8,694 | $3.24M | 0.02% | +37+0.4% | Added |
| Advisor Partners LLC | 8,697 | $3.24M | 0.22% | −176−2.0% | Reduced |
| Tocqueville Asset Management L.P. | 8,727 | $3.25M | 0.05% | −2,749−24.0% | Reduced |
| Tandem Capital Management Corp | 9,040 | $3.37M | 2.12% | +58+0.6% | Added |
| Transform Wealth, LLC | 9,078 | $3.38M | 0.39% | −66−0.7% | Reduced |
| Icon Advisers Inc | 9,100 | $3.39M | 0.58% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 9,149 | $3.41M | 0.95% | −32−0.3% | Reduced |
| Core Alternative Capital | 9,253 | $3.45M | 0.73% | −401−4.2% | Reduced |
| Alamar Capital Management, LLC | 9,289 | $3.46M | 2.68% | +847+10.0% | Added |
| Cornerstone Wealth Group, LLC | 9,299 | $3.47M | 0.61% | +8,481+1,036.8% | Added |
| KCM Investment Advisors LLC | 9,316 | $3.47M | 0.14% | +101+1.1% | Added |
| Pathstone Family Office, LLC | 9,404 | $3.51M | 0.10% | +2,876+44.1% | Added |
| Quantitative Investment Management, LLC | 9,476 | $3.53M | 0.32% | −4,366−31.5% | Reduced |
| Capstone Investment Advisors, LLC | 9,489 | $3.54M | 0.06% | +4,742+99.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 9,494 | $3.54M | 0.15% | +9,494 | New |
| Keybank National Association | 9,657 | $3.60M | 0.02% | +465+5.1% | Added |
| YHB Investment Advisors, Inc. | 9,687 | $3.61M | 0.31% | −50−0.5% | Reduced |
| Narwhal Capital Management | 9,722 | $3.62M | 0.46% | 00.0% | Unchanged |
| BancorpSouth Bank | 9,821 | $3.66M | 0.51% | +189+2.0% | Added |
| Banque Cantonale Vaudoise | 9,977 | $3.72M | 0.16% | +2,600+35.2% | Added |
| Varma Mutual Pension Insurance Co | 10,000 | $3.73M | 0.06% | −5,000−33.3% | Reduced |
| Altrinsic Global Advisors LLC | 10,100 | $3.77M | 0.11% | +2,000+24.7% | Added |
| Cetera Advisor Networks LLC | 10,167 | $3.79M | 0.05% | −502−4.7% | Reduced |
| Agf Investments Inc. | 10,258 | $3.82M | 0.03% | +3,333+48.1% | Added |
| Group One Trading, L.P. | 10,524 | $3.92M | 0.09% | +6,151+140.7% | Added |
| Armstrong Shaw Associates Inc | 10,657 | $3.97M | 3.47% | +211+2.0% | Added |
| Banco Santander, S.A. | 10,697 | $3.99M | 0.02% | +674+6.7% | Added |