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 |
|---|---|---|---|---|---|
| Wintrust Investments LLC | 600 | $224.0K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 602 | $224.0K | 0.01% | +2+0.3% | Added |
| Aurora Private Wealth, Inc. | 595 | $222.0K | 0.09% | −55−8.5% | Reduced |
| Spotlight Asset Group, Inc. | 594 | $221.0K | 0.11% | −113−16.0% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 595 | $221.0K | 0.03% | +45+8.2% | Added |
| AIMZ Investment Advisors, LLC | 590 | $220.0K | 0.10% | 00.0% | Unchanged |
| Lehman & Derafelo Financial Resources LLC | 590 | $220.0K | 0.07% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 518 | $220.0K | 0.02% | +518 | New |
| Cutler Group LP | 590 | $219.0K | 0.02% | −289−32.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 587 | $219.0K | 0.03% | −42−6.7% | Reduced |
| Advus Financial Partners, LLC | 472 | $218.8K | 0.12% | +472 | New |
| Sage Mountain Advisors LLC | 583 | $217.0K | 0.03% | −34−5.5% | Reduced |
| Old Mission Investment Co LLC | 575 | $214.4K | 0.09% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 575 | $214.0K | 0.07% | −20−3.4% | Reduced |
| Summit Place Financial Advisors, LLC | 570 | $212.0K | 0.15% | −30−5.0% | Reduced |
| Fairhaven Wealth Management, LLC | 563 | $210.0K | 0.09% | −4−0.7% | Reduced |
| Sustainable Insight Capital Management, LLC | 564 | $210.0K | 0.13% | +6+1.1% | Added |
| Annex Advisory Services, LLC | 562 | $209.0K | 0.02% | −20−3.4% | Reduced |
| Nwam LLC | 560 | $209.0K | 0.02% | +560 | New |
| Octavia Wealth Advisors, LLC | 560 | $209.0K | 0.05% | +560 | New |
| McElhenny Sheffield Capital Management, LLC | 560 | $209.0K | 0.09% | +560 | New |
| Wealthquest Corp | 560 | $208.0K | 0.04% | −212−27.5% | Reduced |
| Brown Brothers Harriman & Co | 558 | $208.0K | 0.00% | −60−9.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 557 | $208.0K | 0.01% | −4−0.7% | Reduced |
| Walter & Keenan Financial Consulting Co | 559 | $208.0K | 0.07% | +4+0.7% | Added |
| Waddell & Associates, LLC | 554 | $207.0K | 0.04% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 554 | $207.0K | 0.09% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 552 | $206.0K | 0.06% | +53+10.6% | Added |
| Bridgeworth, LLC | 550 | $205.0K | 0.06% | +1+0.2% | Added |
| AGF Investments LLC | 551 | $205.0K | 0.02% | +551 | New |
| Renaissance Group LLC | 547 | $204.0K | 0.01% | −35−6.0% | Reduced |
| Northeast Investment Management | 546 | $204.0K | 0.01% | 00.0% | Unchanged |
| Appleton Partners Inc | 545 | $203.0K | 0.02% | −210−27.8% | Reduced |
| St Germain D J Co Inc | 544 | $203.0K | 0.01% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 541 | $202.0K | 0.11% | +541 | New |
| Old Port Advisors | 543 | $201.0K | 0.07% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 538 | $201.0K | 0.12% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 534 | $199.0K | 0.01% | +134+33.5% | Added |
| Jacobi Capital Management LLC | 522 | $195.0K | 0.02% | +205+64.7% | Added |
| First Bank & Trust | 514 | $192.0K | 0.09% | +24+4.9% | Added |
| Kozak & Associates, Inc. | 440 | $191.0K | 0.11% | +440 | New |
| DB Wealth Management Group, LLC | 503 | $188.0K | 0.12% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 504 | $188.0K | 0.03% | +3+0.6% | Added |
| Carroll Financial Associates, Inc. | 490 | $182.0K | 0.01% | +32+7.0% | Added |
| Manchester Capital Management LLC | 486 | $181.0K | 0.02% | +10+2.1% | Added |
| Financial Enhancement Group LLC | 482 | $180.0K | 0.03% | +308+177.0% | Added |
| Northern Oak Wealth Management Inc | 481 | $179.0K | 0.02% | +140+41.1% | Added |
| Glassman Wealth Services | 473 | $176.0K | 0.04% | +27+6.1% | Added |
| NEXT Financial Group, Inc | 473 | $176.0K | 0.01% | +34+7.7% | Added |
| V Wealth Advisors LLC | 460 | $172.0K | 0.03% | +460 | New |
| Montag A & Associates Inc | 457 | $170.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 456 | $169.0K | 0.00% | −470−50.8% | Reduced |
| TCI Wealth Advisors, Inc. | 444 | $166.0K | 0.03% | +37+9.1% | Added |
| Arkadios Wealth Advisors | 439 | $163.0K | 0.02% | +9+2.1% | Added |
| Kings Point Capital Management | 435 | $162.0K | 0.01% | +100+29.9% | Added |
| Neo Ivy Capital Management | 598 | $157.0K | 0.18% | −85−12.4% | Reduced |
| Cohen & Steers, Inc. | 421 | $157.0K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 407 | $152.0K | 0.12% | 00.0% | Unchanged |
| FourThought Financial, LLC | 408 | $152.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 393 | $147.0K | 0.03% | 00.0% | Unchanged |
| Security National Trust Co | 370 | $141.0K | 0.03% | 00.0% | Unchanged |
| Private Capital Group, LLC | 378 | $141.0K | 0.03% | +95+33.6% | Added |
| QVR LLC | 379 | $141.0K | 0.29% | +379 | New |
| Delta Asset Management LLC | 360 | $134.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 349 | $130.0K | 0.03% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 337 | $126.0K | 0.09% | +90+36.4% | Added |
| Centiva Capital, LP | 338 | $126.0K | 0.01% | +338 | New |
| Trust Co | 333 | $124.0K | 0.03% | 00.0% | Unchanged |
| PSI Advisors, LLC | 330 | $123.0K | 0.06% | +330 | New |
| Private Ocean, LLC | 323 | $121.0K | 0.01% | −5−1.5% | Reduced |
| Hexavest Inc. | 324 | $121.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 318 | $119.0K | 0.04% | +318 | New |
| Smithfield Trust Co | 303 | $113.0K | 0.01% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 282 | $105.0K | 0.03% | +282 | New |
| Archer Investment Corp | 277 | $103.1K | 0.04% | +1+0.4% | Added |
| MBM Wealth Consultants, LLC | 276 | $103.0K | 0.05% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 266 | $99.0K | 0.04% | +1+0.4% | Added |
| Silvant Capital Management LLC | 257 | $96.0K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 250 | $93.0K | 0.03% | 00.0% | Unchanged |
| West Oak Capital, LLC | 250 | $93.0K | 0.04% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 250 | $93.0K | 0.01% | +25+11.1% | Added |
| Vectors Research Management, LLC | 243 | $91.0K | 0.02% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 242 | $90.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 240 | $89.0K | 0.03% | +240 | New |
| Investors Research Corp | 235 | $88.0K | 0.03% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 232 | $86.0K | 0.13% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 228 | $85.0K | 0.02% | +2+0.9% | Added |
| Lindbrook Capital, LLC | 219 | $82.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 216 | $81.0K | 0.02% | +12+5.9% | Added |
| Exane Derivatives | 204 | $76.1K | 0.02% | +204 | New |
| Ritter Daniher Financial Advisory, LLC | 202 | $75.0K | 0.05% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 198 | $74.0K | 0.03% | −9−4.3% | Reduced |
| Selective Wealth Management, Inc. | 198 | $74.0K | 0.04% | 00.0% | Unchanged |
| First Command Bank | 180 | $67.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 180 | $67.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 180 | $67.0K | 0.03% | +30+20.0% | Added |
| Coastal Capital Group, Inc. | 175 | $66.0K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 175 | $65.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 173 | $64.0K | 0.01% | −264−60.4% | Reduced |
| Hanson & Doremus Investment Management | 165 | $62.0K | 0.01% | 00.0% | Unchanged |