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 |
|---|---|---|---|---|---|
| Stanley Capital Management, LLC | 30,100 | $11.2M | 4.13% | +2,000+7.1% | Added |
| Swarthmore Group Inc | 29,237 | $11.2M | 2.88% | 00.0% | Unchanged |
| MML Investors Services, LLC | 29,391 | $11.0M | 0.09% | +3,521+13.6% | Added |
| Metropolitan Life Insurance Co | 28,705 | $10.7M | 0.16% | −1,079−3.6% | Reduced |
| Punch & Associates Investment Management, Inc. | 28,212 | $10.5M | 0.60% | +80.0% | Added |
| Adviser Investments LLC | 27,977 | $10.4M | 0.78% | +402+1.5% | Added |
| Hyperion Capital Advisors LP | 26,693 | $9.95M | 2.64% | +2,789+11.7% | Added |
| Mercer Global Advisors Inc | 26,443 | $9.87M | 0.07% | +2,503+10.5% | Added |
| Nissay Asset Management Corp | 26,227 | $9.78M | 0.08% | +987+3.9% | Added |
| Whittier Trust Co of Nevada Inc | 25,960 | $9.68M | 0.40% | +1,119+4.5% | Added |
| Parus Finance (UK) Ltd | 25,535 | $9.52M | 2.74% | −3,880−13.2% | Reduced |
| CIBC World Markets Inc. | 25,473 | $9.50M | 0.03% | +919+3.7% | Added |
| Integral Health Asset Management, LLC | 25,000 | $9.32M | 2.68% | −25,000−50.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 24,747 | $9.23M | 0.18% | −245−1.0% | Reduced |
| Shell Asset Management Co | 24,343 | $9.07M | 0.20% | +6,002+32.7% | Added |
| Hartford Investment Management Co | 24,143 | $9.00M | 0.25% | −3,008−11.1% | Reduced |
| Parsec Financial Management, Inc. | 20,839 | $8.96M | 0.38% | −46−0.2% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 23,935 | $8.92M | 0.13% | −3,924−14.1% | Reduced |
| Miracle Mile Advisors, LLC | 23,807 | $8.88M | 0.43% | +697+3.0% | Added |
| First American Trust, FSB | 23,594 | $8.80M | 1.33% | +1,088+4.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 23,128 | $8.62M | 0.54% | −800−3.3% | Reduced |
| Geneos Wealth Management Inc. | 22,302 | $8.39M | 0.32% | +1,393+6.7% | Added |
| CIBC Asset Management Inc | 22,173 | $8.27M | 0.03% | +528+2.4% | Added |
| Cullen/Frost Bankers, Inc. | 22,076 | $8.23M | 0.17% | −360−1.6% | Reduced |
| Cubist Systematic Strategies, LLC | 21,933 | $8.18M | 0.10% | +12,479+132.0% | Added |
| Guggenheim Capital LLC | 21,831 | $8.14M | 0.05% | −2,771−11.3% | Reduced |
| Northwest & Ethical Investments L.P. | 21,505 | $8.02M | 0.26% | −5,860−21.4% | Reduced |
| Lockheed Martin Investment Management Co | 21,400 | $7.98M | 0.43% | +3,610+20.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 21,376 | $7.97M | 0.10% | −386−1.8% | Reduced |
| Norinchukin Bank, The | 21,052 | $7.85M | 0.11% | +780+3.8% | Added |
| West Family Investments, Inc. | 21,000 | $7.83M | 2.08% | +10,500+100.0% | Added |
| Highland Capital Management, LLC | 20,936 | $7.80M | 0.47% | −550−2.6% | Reduced |
| Taylor Wealth Management Partners | 20,928 | $7.80M | 2.78% | +338+1.6% | Added |
| Impax Asset Management Group plc | 20,728 | $7.73M | 0.03% | −1,148−5.2% | Reduced |
| Stephens Inc | 20,722 | $7.72M | 0.12% | −1,393−6.3% | Reduced |
| Arbor Wealth Management, LLC | 20,673 | $7.71M | 1.82% | +3,715+21.9% | Added |
| ING Groep NV | 20,469 | $7.63M | 0.10% | +360+1.8% | Added |
| Unison Asset Management LLC | 20,438 | $7.62M | 6.78% | −63−0.3% | Reduced |
| Securian Asset Management, Inc | 20,418 | $7.61M | 0.16% | −326−1.6% | Reduced |
| Cornerstone Advisors, LLC | 20,000 | $7.46M | 0.43% | 00.0% | Unchanged |
| Sabadell Asset Management, S.A S.G.I.I.C | 19,891 | $7.42M | 1.28% | +8,981+82.3% | Added |
| Vontobel Holding Ltd. | 19,666 | $7.33M | 0.06% | +2,740+16.2% | Added |
| Tamar Securities, LLC | 19,560 | $7.29M | 2.63% | +1,901+10.8% | Added |
| River Wealth Advisors LLC | 19,523 | $7.28M | 1.25% | +369+1.9% | Added |
| Ilmarinen Mutual Pension Insurance Co | 19,500 | $7.27M | 0.08% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 18,682 | $7.24M | 0.21% | +205+1.1% | Added |
| Kestra Advisory Services, LLC | 19,394 | $7.23M | 0.07% | +7,664+65.3% | Added |
| Squarepoint Ops LLC | 19,257 | $7.18M | 0.05% | −17,263−47.3% | Reduced |
| Gotham Asset Management, LLC | 19,227 | $7.17M | 0.29% | −685−3.4% | Reduced |
| GAM Holding AG | 19,171 | $7.15M | 0.33% | −1,807−8.6% | Reduced |
| Calamos Advisors LLC | 18,870 | $7.04M | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 18,847 | $7.03M | 0.13% | −16,233−46.3% | Reduced |
| McKinley Capital Management LLC /Delaware | 18,810 | $7.01M | 0.66% | 00.0% | Unchanged |
| Tredje AP-fonden | 18,657 | $6.96M | 0.15% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 18,581 | $6.93M | 1.30% | −245−1.3% | Reduced |
| Sandy Spring Bank | 18,448 | $6.88M | 0.36% | +692+3.9% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 18,288 | $6.82M | 0.69% | −2,023−10.0% | Reduced |
| Creative Planning | 18,036 | $6.72M | 0.01% | −135−0.7% | Reduced |
| Siemens Fonds Invest GmbH | 17,878 | $6.67M | 0.44% | +806+4.7% | Added |
| Martingale Asset Management L P | 17,862 | $6.66M | 0.09% | +5,227+41.4% | Added |
| Fifth Third Bancorp | 17,731 | $6.61M | 0.03% | +1,490+9.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 17,685 | $6.60M | 0.10% | +2,959+20.1% | Added |
| Illinois Municipal Retirement Fund | 17,569 | $6.55M | 0.24% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 17,483 | $6.52M | 0.03% | −1,367−7.3% | Reduced |
| Huntington National Bank | 17,392 | $6.48M | 0.06% | +80.0% | Added |
| Verition Fund Management LLC | 17,375 | $6.48M | 0.10% | +8,721+100.8% | Added |
| Chartwell Investment Partners, LLC | 17,208 | $6.42M | 0.20% | +3,441+25.0% | Added |
| Elo Mutual Pension Insurance Co | 17,122 | $6.38M | 0.21% | 00.0% | Unchanged |
| TT International Asset Management LTD | 17,005 | $6.34M | 0.35% | −5,760−25.3% | Reduced |
| Alpine Woods Capital Investors, LLC | 16,406 | $6.12M | 0.65% | −20−0.1% | Reduced |
| Summit Street Capital Management, LLC | 16,235 | $6.05M | 4.02% | 00.0% | Unchanged |
| Alexandria Capital, LLC | 16,232 | $6.05M | 0.56% | +50.0% | Added |
| Timber Creek Capital Management LLC | 16,071 | $5.99M | 1.90% | +16,071 | New |
| New Mexico Educational Retirement Board | 16,046 | $5.98M | 0.21% | −300−1.8% | Reduced |
| Capital Analysts, LLC | 15,730 | $5.86M | 0.38% | +298+1.9% | Added |
| Scotia Capital Inc. | 15,631 | $5.83M | 0.04% | +827+5.6% | Added |
| Pekin Hardy Strauss, Inc. | 15,355 | $5.72M | 0.82% | −50−0.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,215 | $5.67M | 0.13% | −117−0.8% | Reduced |
| Louisiana State Employees Retirement System | 15,200 | $5.67M | 0.14% | −100−0.7% | Reduced |
| Beacon Pointe Advisors, LLC | 15,052 | $5.61M | 0.14% | +11,750+355.8% | Added |
| Daiwa Securities Group Inc. | 14,813 | $5.52M | 0.04% | +304+2.1% | Added |
| Baird Financial Group, Inc. | 14,783 | $5.51M | 0.01% | +3,761+34.1% | Added |
| Tekla Capital Management LLC | 14,644 | $5.46M | 0.18% | −93,090−86.4% | Reduced |
| Pacer Advisors, Inc. | 14,632 | $5.46M | 0.07% | −1,650−10.1% | Reduced |
| Atria Investments LLC | 14,484 | $5.40M | 0.10% | +332+2.3% | Added |
| Capitolis Advisors LLC | 13,788 | $5.35M | 0.05% | −27,012−66.2% | Reduced |
| United Services Automobile Association | 14,239 | $5.31M | 0.09% | +14,239 | New |
| Citadel Advisors LLC | 14,237 | $5.31M | 0.01% | +1,536+12.1% | Added |
| Kentucky Retirement Systems | 14,176 | $5.29M | 0.25% | −81−0.6% | Reduced |
| Westbourne Investment Advisors, Inc. | 14,168 | $5.28M | 2.41% | −142−1.0% | Reduced |
| Wealthfront Advisers LLC | 13,882 | $5.17M | 0.02% | +6,476+87.4% | Added |
| Acadian Asset Management LLC | 13,849 | $5.16M | 0.02% | −58,157−80.8% | Reduced |
| Hyman Charles D | 13,527 | $5.04M | 0.35% | +20+0.1% | Added |
| First Citizens Bank & Trust Co | 13,519 | $5.04M | 0.24% | −1,283−8.7% | Reduced |
| Meritage Portfolio Management | 13,432 | $5.01M | 0.30% | +13,432 | New |
| Jane Street Group, LLC | 13,367 | $4.98M | 0.01% | −89,050−86.9% | Reduced |
| TCW Group Inc | 13,313 | $4.96M | 0.04% | +692+5.5% | Added |
| Private Advisor Group, LLC | 13,238 | $4.94M | 0.03% | +4,346+48.9% | Added |
| Marshall Wace North America L.P. | 13,003 | $4.85M | 0.02% | −421,333−97.0% | Reduced |
| Logan Capital Management Inc | 12,946 | $4.83M | 0.22% | +743+6.1% | Added |