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 |
|---|---|---|---|---|---|
| O'Dell Group, LLC | 166 | $62.0K | 0.02% | +166 | New |
| AllSquare Wealth Management LLC | 160 | $60.0K | 0.04% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 150 | $56.0K | 0.03% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 150 | $56.0K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 150 | $56.0K | 0.03% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 146 | $56.0K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 130 | $48.0K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 127 | $47.0K | 0.04% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 122 | $45.5K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 115 | $43.0K | 0.00% | −8−6.5% | Reduced |
| MCF Advisors LLC | 114 | $43.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 114 | $42.0K | 0.04% | 00.0% | Unchanged |
| M&R Capital Management Inc | 115 | $42.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 112 | $42.0K | 0.00% | +44+64.7% | Added |
| Tarbox Family Office, Inc. | 111 | $41.0K | 0.01% | −3−2.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 110 | $41.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 110 | $41.0K | 0.00% | +110 | New |
| Jackson, Grant Investment Advisers, Inc. | 105 | $39.0K | 0.02% | 00.0% | Unchanged |
| Burleson & Company, LLC | 105 | $39.0K | 0.01% | +1+1.0% | Added |
| IAG Wealth Partners, LLC | 104 | $39.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 103 | $38.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 101 | $38.0K | 0.01% | +37+57.8% | Added |
| First Financial Corp | 99 | $37.0K | 0.02% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 100 | $37.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 100 | $37.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 100 | $37.0K | 0.01% | +100 | New |
| BBVA USA | 97 | $36.0K | 0.00% | −14−12.6% | Reduced |
| Prestige Wealth Management Group LLC | 97 | $36.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 95 | $35.0K | 0.01% | +50+111.1% | Added |
| Evoke Wealth, LLC | 93 | $34.0K | 0.00% | −15−13.9% | Reduced |
| Financial Management Professionals, Inc. | 89 | $33.0K | 0.01% | +23+34.8% | Added |
| Key Financial Inc | 87 | $32.0K | 0.02% | −29−25.0% | Reduced |
| Charter Oak Capital Management, LLC | 87 | $32.0K | 0.00% | +12+16.0% | Added |
| Ossiam | 83 | $31.0K | 0.00% | −807−90.7% | Reduced |
| Hartford Financial Management Inc. | 80 | $30.0K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 77 | $29.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75 | $28.0K | 0.00% | −23−23.5% | Reduced |
| Proffitt & Goodson Inc | 76 | $28.0K | 0.01% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 75 | $28.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 76 | $28.0K | 0.00% | +33+76.7% | Added |
| Canton Hathaway, LLC | 74 | $28.0K | 0.01% | +74 | New |
| Baystate Wealth Management LLC | 73 | $27.0K | 0.00% | +22+43.1% | Added |
| Laurel Wealth Advisors LLC | 70 | $26.0K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 70 | $26.0K | 0.02% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 69 | $26.0K | 0.01% | +69 | New |
| Johnson Financial Group, Inc. | 68 | $25.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 68 | $25.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 68 | $25.0K | 0.00% | +2+3.0% | Added |
| Acima Private Wealth, LLC | 66 | $25.0K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 65 | $24.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 61 | $23.0K | 0.01% | −14−18.7% | Reduced |
| Versant Capital Management, Inc | 62 | $23.0K | 0.01% | +1+1.6% | Added |
| Tompkins Financial Corp | 59 | $22.0K | 0.00% | +59 | New |
| D'Orazio & Associates, Inc. | 58 | $22.0K | 0.01% | +58 | New |
| Point72 Hong Kong Ltd | 56 | $21.0K | 0.00% | −19−25.3% | Reduced |
| TD Capital Management LLC | 58 | $21.0K | 0.00% | +1+1.8% | Added |
| Focused Wealth Management, Inc | 57 | $21.0K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 56 | $21.0K | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 55 | $21.0K | 0.00% | +55 | New |
| CVA Family Office, LLC | 75 | $20.0K | 0.01% | −300−80.0% | Reduced |
| BerganKDV Wealth Management, LLC | 52 | $20.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 50 | $19.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 51 | $19.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 45 | $17.0K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 43 | $16.0K | 0.00% | −55−56.1% | Reduced |
| Rock Creek Group, LP | 43 | $16.0K | 0.00% | +7+19.4% | Added |
| Global Financial Private Client, LLC | 41 | $15.4K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 40 | $15.0K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 39 | $15.0K | 0.01% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 40 | $15.0K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 38 | $14.0K | 0.01% | +23+153.3% | Added |
| Benjamin Edwards Inc | 37 | $14.0K | 0.01% | +37 | New |
| Syverson Strege & Co | 38 | $14.0K | 0.01% | +38 | New |
| McCarthy Grittinger Financial Group, LLC | 36 | $13.4K | 0.01% | +36 | New |
| Systematic Financial Management LP | 36 | $13.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 36 | $13.0K | 0.01% | 00.0% | Unchanged |
| Norway Savings Bank | 31 | $12.0K | 0.01% | 00.0% | Unchanged |
| Motco | 32 | $12.0K | 0.00% | +14+77.8% | Added |
| NVWM, LLC | 32 | $12.0K | 0.00% | +19+146.2% | Added |
| Brewin Dolphin Ltd | 30 | $11.2K | 0.00% | −155−83.8% | Reduced |
| ClariVest Asset Management LLC | 31 | $11.0K | 0.00% | −541−94.6% | Reduced |
| Itau Unibanco Holding S.A. | 30 | $11.0K | 0.00% | −54−64.3% | Reduced |
| Bogart Wealth, LLC | 29 | $11.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 29 | $11.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 27 | $10.1K | 0.00% | +1+3.8% | Added |
| NewSquare Capital LLC | 28 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 28 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 25 | $9.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $9.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 23 | $9.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 18 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 18 | $7.00K | 0.00% | +18 | New |
| Mark Sheptoff Financial Planning, LLC | 16 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 15 | $6.00K | 0.00% | +5+50.0% | Added |
| Optiver Holding B.V. | 17 | $6.00K | 0.00% | +17 | New |
| Financial Perspectives, Inc | 16 | $5.96K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 12 | $4.00K | 0.00% | 00.0% | Unchanged |