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 | 1,702 | $107.2B |
| Q2 2024 | 1,712 | $112.7B |
| Q1 2024 | 1,672 | $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 | 1,550 | $108.8B |
| Q3 2022 | 1,448 | $97.0B |
| Q2 2022 | 1,443 | $103.2B |
| Q1 2022 | 1,423 | $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 |
|---|---|---|---|---|---|
| Convergence Investment Partners, LLC | 914 | $341.0K | 0.18% | +56+6.5% | Added |
| Poplar Forest Capital LLC | 909 | $339.0K | 0.03% | −839−48.0% | Reduced |
| Integrated Advisors Network LLC | 896 | $334.0K | 0.02% | +896 | New |
| E Fund Management Co., Ltd. | 891 | $332.0K | 0.01% | +891 | New |
| Coldstream Capital Management Inc | 1,227 | $330.0K | 0.02% | −231−15.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 883 | $329.0K | 0.09% | +14+1.6% | Added |
| Barings LLC | 878 | $328.0K | 0.01% | −441−33.4% | Reduced |
| Occudo Quantitative Strategies LP | 872 | $325.0K | 0.04% | +872 | New |
| Avantax Planning Partners, Inc. | 860 | $321.0K | 0.01% | 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 |
| Whalerock Point Partners, LLC | 845 | $315.0K | 0.12% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 840 | $313.0K | 0.07% | −21−2.4% | Reduced |
| Kore Private Wealth LLC | 838 | $312.0K | 0.03% | −24−2.8% | Reduced |
| Arlington Partners LLC | 829 | $309.0K | 0.09% | +829 | New |
| Spinnaker Trust | 827 | $308.0K | 0.02% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 811 | $302.0K | 0.01% | +2+0.2% | Added |
| Canal Capital Management, LLC | 807 | $301.0K | 0.09% | 00.0% | Unchanged |
| Meyer Handelman Co | 800 | $298.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| IFP Advisors, Inc | 788 | $297.0K | 0.01% | −206−20.7% | Reduced |
| Inverness Counsel LLC | 794 | $296.0K | 0.01% | 00.0% | Unchanged |
| Geller Advisors LLC | 793 | $296.0K | 0.06% | +79+11.1% | Added |
| Atlantic Trust, LLC | 792 | $295.0K | 0.19% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 792 | $295.0K | 0.15% | 00.0% | Unchanged |
| Trust Co of Virginia | 790 | $295.0K | 0.03% | +790 | New |
| Great Diamond Partners, LLC | 786 | $293.0K | 0.08% | −7−0.9% | Reduced |
| East Coast Asset Management, LLC. | 785 | $293.0K | 0.07% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 786 | $293.0K | 0.13% | 00.0% | Unchanged |
| BBR Partners, LLC | 778 | $290.0K | 0.02% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 776 | $289.0K | 0.10% | −329−29.8% | Reduced |
| Hurlow Wealth Management Group, Inc. | 776 | $289.0K | 0.17% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 776 | $289.0K | 0.02% | +22+2.9% | Added |
| PDS Planning, Inc | 775 | $289.0K | 0.07% | +67+9.5% | Added |
| Eqis Capital Management, Inc. | 766 | $286.0K | 0.02% | −492−39.1% | Reduced |
| Ridgecrest Wealth Partners, LLC | 765 | $285.0K | 0.16% | 00.0% | Unchanged |
| Capital Management Corp | 761 | $284.0K | 0.06% | +11+1.5% | Added |
| Valley National Advisers Inc | 763 | $284.0K | 0.05% | +512+204.0% | Added |
| Tobam | 757 | $282.0K | 0.01% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 755 | $281.0K | 0.06% | 00.0% | Unchanged |
| Keel Point, LLC | 753 | $281.0K | 0.04% | +16+2.2% | Added |
| Bahl & Gaynor Inc | 737 | $275.0K | 0.00% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 738 | $275.0K | 0.04% | +30+4.2% | Added |
| First National Trust Co | 731 | $273.0K | 0.02% | +11+1.5% | Added |
| Concord Wealth Partners | 726 | $271.0K | 0.11% | −76−9.5% | Reduced |
| Waldron Private Wealth LLC | 725 | $270.0K | 0.02% | 00.0% | Unchanged |
| Woodstock Corp | 720 | $268.0K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 719 | $268.0K | 0.03% | +82+12.9% | Added |
| Godshalk Welsh Capital Management, Inc. | 715 | $267.0K | 0.17% | 00.0% | Unchanged |
| Jump Financial, LLC | 717 | $267.0K | 0.02% | +717 | New |
| Halbert Hargrove Global Advisors, LLC | 710 | $265.0K | 0.02% | −15−2.1% | Reduced |
| SevenBridge Financial Group, LLC | 712 | $265.0K | 0.09% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 711 | $265.0K | 0.02% | 00.0% | Unchanged |
| Adams Wealth Management | 706 | $263.0K | 0.10% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 700 | $261.0K | 0.14% | +10+1.4% | Added |
| JB Capital LLC | 700 | $261.0K | 0.03% | +700 | New |
| Exencial Wealth Advisors, LLC | 697 | $260.0K | 0.01% | −353−33.6% | Reduced |
| Sierra Capital LLC | 695 | $259.0K | 0.04% | −265−27.6% | Reduced |
| Summit Financial Group Inc | 693 | $258.0K | 0.09% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 691 | $258.0K | 0.00% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 693 | $258.0K | 0.23% | +11+1.6% | Added |
| Verity Asset Management, Inc. | 686 | $256.0K | 0.17% | −451−39.7% | Reduced |
| Childress Capital Advisors, LLC | 688 | $256.0K | 0.10% | +26+3.9% | Added |
| Axiom Financial Strategies, LLC | 683 | $255.0K | 0.12% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 682 | $254.0K | 0.03% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 679 | $253.0K | 0.17% | −2−0.3% | Reduced |
| First Horizon Advisors, Inc. | 680 | $252.0K | 0.01% | +71+11.7% | Added |
| Family Firm, Inc. | 595 | $252.0K | 0.07% | +2+0.3% | Added |
| Eagle Bay Advisors LLC | 679 | $252.0K | 0.15% | +198+41.2% | Added |
| Good Life Advisors, LLC | 673 | $251.0K | 0.03% | −166−19.8% | Reduced |
| First City Capital Management, Inc. | 672 | $251.0K | 0.14% | 00.0% | Unchanged |
| Glenview Trust Co | 669 | $249.0K | 0.01% | −39−5.5% | Reduced |
| Court Place Advisors, LLC | 667 | $249.0K | 0.07% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 668 | $249.0K | 0.02% | +2+0.3% | Added |
| Diligent Investors, LLC | 645 | $246.0K | 0.08% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 656 | $245.0K | 0.03% | +656 | New |
| Midwest Wealth Management Inc. | 650 | $242.0K | 0.17% | −44−6.3% | Reduced |
| Meridian Wealth Management, LLC | 649 | $242.0K | 0.03% | +7+1.1% | Added |
| Cassia Capital Partners, LLC | 650 | $242.0K | 0.17% | +650 | New |
| Bluestein R H & Co | 646 | $241.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 645 | $240.0K | 0.02% | +59+10.1% | Added |
| NorthRock Partners, LLC | 568 | $240.0K | 0.02% | +568 | New |
| Proficio Capital Partners LLC | 642 | $239.0K | 0.03% | +33+5.4% | Added |
| Flagship Harbor Advisors, LLC | 625 | $238.0K | 0.03% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 635 | $236.0K | 0.08% | +1+0.2% | Added |
| Accretive Wealth Partners, LLC | 631 | $235.0K | 0.17% | −13−2.0% | Reduced |
| Joel Isaacson & Co., LLC | 627 | $234.0K | 0.02% | +6+1.0% | Added |
| Caldwell Trust Co | 625 | $233.0K | 0.03% | −43−6.4% | Reduced |
| Washington Capital Management Inc | 625 | $233.0K | 0.21% | 00.0% | Unchanged |
| Humankind Investments LLC | 626 | $233.0K | 0.11% | +21+3.5% | Added |
| First Mercantile Trust Co | 622 | $232.0K | 0.03% | −78−11.1% | Reduced |
| Reilly Financial Advisors, LLC | 619 | $231.0K | 0.02% | −110−15.1% | Reduced |
| Assetmark, Inc | 619 | $231.0K | 0.00% | +102+19.7% | Added |
| Washington Trust Co | 616 | $230.0K | 0.01% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 615 | $229.0K | 0.00% | +615 | New |
| Schnieders Capital Management LLC | 611 | $228.0K | 0.06% | +611 | New |
| CPWM, LLC | 603 | $225.0K | 0.02% | +39+6.9% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 601 | $224.0K | 0.00% | −5,468−90.1% | Reduced |