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 |
|---|---|---|---|---|---|
| Bowling Portfolio Management LLC | 12,754 | $4.75M | 1.07% | −50.0% | Reduced |
| Sepio Capital, LP | 12,723 | $4.74M | 0.40% | +1,818+16.7% | Added |
| Distillate Capital Partners LLC | 12,461 | $4.64M | 1.24% | +12,461 | New |
| Guardian Capital Advisors LP | 12,521 | $4.63M | 0.48% | −300−2.3% | Reduced |
| Xponance, Inc. | 12,398 | $4.62M | 0.09% | −1,203−8.8% | Reduced |
| Institutional & Family Asset Management, LLC | 12,354 | $4.61M | 0.74% | −270−2.1% | Reduced |
| Community Bank & Trust, Waco, Texas | 12,307 | $4.59M | 1.49% | −24−0.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,224 | $4.56M | 0.09% | +1,105+9.9% | Added |
| Cumberland Partners Ltd | 12,217 | $4.55M | 0.37% | +422+3.6% | Added |
| Bank of the West | 11,641 | $4.34M | 0.45% | −1,350−10.4% | Reduced |
| Dowling & Yahnke LLC | 11,398 | $4.25M | 0.24% | +234+2.1% | Added |
| Leuthold Group, LLC | 11,277 | $4.20M | 0.52% | −1,884−14.3% | Reduced |
| Aptus Capital Advisors, LLC | 11,246 | $4.19M | 0.17% | +2,337+26.2% | Added |
| Richard Bernstein Advisors LLC | 11,101 | $4.14M | 0.08% | +582+5.5% | Added |
| Renaissance Technologies LLC | 11,073 | $4.13M | 0.01% | +11,073 | New |
| E. Ohman J:or Asset Management AB | 11,000 | $4.10M | 0.13% | +400+3.8% | Added |
| Peapack Gladstone Financial Corp | 10,983 | $4.09M | 0.08% | −399−3.5% | Reduced |
| Coastline Trust Co | 10,930 | $4.08M | 0.51% | +140+1.3% | Added |
| Bailard, Inc. | 10,828 | $4.04M | 0.14% | +54+0.5% | Added |
| Winmill & Co. Inc | 10,790 | $4.02M | 1.29% | 00.0% | Unchanged |
| Old Dominion Capital Management Inc | 10,737 | $4.00M | 0.86% | 00.0% | Unchanged |
| Banco Santander, S.A. | 10,697 | $3.99M | 0.02% | +674+6.7% | Added |
| Armstrong Shaw Associates Inc | 10,657 | $3.97M | 3.47% | +211+2.0% | Added |
| Group One Trading, L.P. | 10,524 | $3.92M | 0.09% | +6,151+140.7% | Added |
| Agf Investments Inc. | 10,258 | $3.82M | 0.03% | +3,333+48.1% | Added |
| Cetera Advisor Networks LLC | 10,167 | $3.79M | 0.05% | −502−4.7% | Reduced |
| Altrinsic Global Advisors LLC | 10,100 | $3.77M | 0.11% | +2,000+24.7% | Added |
| Varma Mutual Pension Insurance Co | 10,000 | $3.73M | 0.06% | −5,000−33.3% | Reduced |
| Banque Cantonale Vaudoise | 9,977 | $3.72M | 0.16% | +2,600+35.2% | Added |
| BancorpSouth Bank | 9,821 | $3.66M | 0.51% | +189+2.0% | Added |
| Narwhal Capital Management | 9,722 | $3.62M | 0.46% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 9,687 | $3.61M | 0.31% | −50−0.5% | Reduced |
| Keybank National Association | 9,657 | $3.60M | 0.02% | +465+5.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 9,494 | $3.54M | 0.15% | +9,494 | New |
| Capstone Investment Advisors, LLC | 9,489 | $3.54M | 0.06% | +4,742+99.9% | Added |
| Quantitative Investment Management, LLC | 9,476 | $3.53M | 0.32% | −4,366−31.5% | Reduced |
| Pathstone Family Office, LLC | 9,404 | $3.51M | 0.10% | +2,876+44.1% | Added |
| KCM Investment Advisors LLC | 9,316 | $3.47M | 0.14% | +101+1.1% | Added |
| Cornerstone Wealth Group, LLC | 9,299 | $3.47M | 0.61% | +8,481+1,036.8% | Added |
| Alamar Capital Management, LLC | 9,289 | $3.46M | 2.68% | +847+10.0% | Added |
| Core Alternative Capital | 9,253 | $3.45M | 0.73% | −401−4.2% | Reduced |
| Benedict Financial Advisors Inc | 9,149 | $3.41M | 0.95% | −32−0.3% | Reduced |
| Icon Advisers Inc | 9,100 | $3.39M | 0.58% | 00.0% | Unchanged |
| Transform Wealth, LLC | 9,078 | $3.38M | 0.39% | −66−0.7% | Reduced |
| Tandem Capital Management Corp | 9,040 | $3.37M | 2.12% | +58+0.6% | Added |
| Tocqueville Asset Management L.P. | 8,727 | $3.25M | 0.05% | −2,749−24.0% | Reduced |
| Advisor Partners LLC | 8,697 | $3.24M | 0.22% | −176−2.0% | Reduced |
| United Capital Financial Advisers, LLC | 8,694 | $3.24M | 0.02% | +37+0.4% | Added |
| Veritable, L.P. | 8,646 | $3.22M | 0.05% | −11−0.1% | Reduced |
| Regions Financial Corp | 8,509 | $3.17M | 0.03% | −192−2.2% | Reduced |
| World Asset Management Inc | 8,285 | $3.09M | 0.31% | −338−3.9% | Reduced |
| Advisors Asset Management, Inc. | 8,200 | $3.06M | 0.05% | −538−6.2% | Reduced |
| AMJ Financial Wealth Management | 8,198 | $3.06M | 1.25% | +1,322+19.2% | Added |
| 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 |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $2.98M | 0.81% | 00.0% | Unchanged |
| Asio Capital, LLC | 7,947 | $2.96M | 1.02% | +435+5.8% | Added |
| Erste Asset Management GmbH | 7,627 | $2.96M | 0.06% | −350−4.4% | Reduced |
| Cresset Asset Management, LLC | 7,920 | $2.95M | 0.04% | +609+8.3% | Added |
| Garrison Bradford & Associates Inc | 7,919 | $2.95M | 3.00% | +10.0% | Added |
| ProVise Management Group, LLC | 7,916 | $2.95M | 0.29% | −80−1.0% | Reduced |
| People's United Financial, Inc. | 7,861 | $2.93M | 0.07% | +4,735+151.5% | Added |
| Ethic Inc. | 7,798 | $2.91M | 0.30% | +971+14.2% | Added |
| BKD Wealth Advisors, LLC | 7,791 | $2.90M | 0.13% | −210−2.6% | Reduced |
| Rafferty Asset Management, LLC | 7,774 | $2.90M | 0.02% | +2,617+50.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,755 | $2.89M | 0.15% | +1,466+23.3% | Added |
| Pensionfund Sabic | 7,750 | $2.89M | 0.61% | −900−10.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 7,695 | $2.87M | 0.11% | +48+0.6% | Added |
| Duncker Streett & Co Inc | 7,667 | $2.86M | 0.54% | −93−1.2% | Reduced |
| Great Lakes Advisors, LLC | 7,653 | $2.85M | 0.04% | −140−1.8% | Reduced |
| Cigna Investments Inc | 7,537 | $2.81M | 0.21% | −180−2.3% | Reduced |
| Burney Co | 7,463 | $2.78M | 0.13% | −128−1.7% | Reduced |
| Edmp, Inc. | 7,438 | $2.78M | 2.94% | +177+2.4% | Added |
| Van Eck Associates Corp | 7,436 | $2.77M | 0.01% | +642+9.4% | Added |
| AE Wealth Management LLC | 7,411 | $2.76M | 0.02% | −248−3.2% | Reduced |
| Everence Capital Management Inc | 7,320 | $2.73M | 0.22% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 7,236 | $2.70M | 1.39% | −10−0.1% | Reduced |
| Pinkerton Retirement Specialists, LLC | 7,168 | $2.67M | 0.52% | +223+3.2% | Added |
| Oak Associates, Ltd | 7,030 | $2.62M | 0.15% | 00.0% | Unchanged |
| RDA Financial Network | 6,997 | $2.61M | 1.15% | −112−1.6% | Reduced |
| Horizon Investments, LLC | 6,991 | $2.61M | 0.08% | +6,991 | New |
| IBM Retirement Fund | 6,925 | $2.58M | 0.20% | +20+0.3% | Added |
| Red Cedar Capital, LLC | 6,880 | $2.56M | 1.57% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 6,858 | $2.56M | 0.04% | +1,697+32.9% | Added |
| Balyasny Asset Management LLC | 6,844 | $2.55M | 0.01% | −18,034−72.5% | Reduced |
| Capital International Sarl | 6,783 | $2.53M | 0.22% | −665−8.9% | Reduced |
| 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 |
| Kestra Private Wealth Services, LLC | 6,771 | $2.52M | 0.14% | +661+10.8% | Added |
| D.A. Davidson & Co. | 6,547 | $2.44M | 0.03% | +186+2.9% | Added |
| Ninety One North America, Inc. | 6,544 | $2.44M | 0.11% | +125+1.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,527 | $2.43M | 0.17% | −167−2.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,336 | $2.36M | 0.25% | −37−0.6% | Reduced |
| Bragg Financial Advisors, Inc | 6,332 | $2.36M | 0.15% | +32+0.5% | Added |
| Cetera Investment Advisers | 6,262 | $2.33M | 0.04% | +261+4.3% | Added |
| Homrich & Berg | 6,254 | $2.33M | 0.05% | +1,122+21.9% | Added |
| First Quadrant L P | 6,222 | $2.32M | 0.27% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 6,109 | $2.28M | 0.18% | −143−2.3% | Reduced |
| Shelton Capital Management | 6,083 | $2.27M | 0.09% | −49−0.8% | Reduced |
| Bangor Savings Bank | 6,033 | $2.25M | 0.23% | +244+4.2% | Added |