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 |
|---|---|---|---|---|---|
| Lester Murray Antman dba SimplyRich | 6,028 | $2.25M | 0.82% | 00.0% | Unchanged |
| Family Legacy, Inc. | 5,784 | $2.23M | 1.01% | +26+0.5% | Added |
| Foundations Investment Advisors, LLC | 5,973 | $2.23M | 0.10% | +608+11.3% | Added |
| Veriti Management LLC | 5,944 | $2.22M | 0.31% | +399+7.2% | Added |
| Redpoint Investment Management Pty Ltd | 5,924 | $2.21M | 0.19% | −593−9.1% | Reduced |
| Delta Capital Management LLC | 5,910 | $2.20M | 1.37% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,902 | $2.20M | 0.01% | −3,483−37.1% | Reduced |
| Allstate Corp | 5,874 | $2.19M | 0.09% | −536−8.4% | Reduced |
| Seeyond | 5,803 | $2.16M | 0.21% | +137+2.4% | Added |
| Vestcor Inc | 5,756 | $2.15M | 0.08% | −500−8.0% | Reduced |
| Lederer & Associates Investment Counsel | 5,750 | $2.14M | 1.38% | −9−0.2% | Reduced |
| Empirical Finance, LLC | 5,546 | $2.07M | 0.31% | −1,951−26.0% | Reduced |
| Wright Investors Service Inc | 5,427 | $2.02M | 0.58% | +104+2.0% | Added |
| Jackson Hole Capital Partners, LLC | 5,427 | $2.02M | 0.66% | +296+5.8% | Added |
| Steadfast Capital Management (UK) Ltd. | 5,424 | $2.02M | 2.38% | +5,424 | New |
| Stableford Capital II LLC | 5,123 | $2.00M | 1.02% | −94−1.8% | Reduced |
| Argent Trust Co | 5,358 | $2.00M | 0.13% | +222+4.3% | Added |
| Malaga Cove Capital, LLC | 5,297 | $1.98M | 0.82% | 00.0% | Unchanged |
| JustInvest LLC | 5,264 | $1.96M | 0.18% | +387+7.9% | Added |
| Stonebridge Capital Advisors LLC | 5,258 | $1.96M | 0.24% | −265−4.8% | Reduced |
| GWM Advisors LLC | 5,249 | $1.96M | 0.05% | +49+0.9% | Added |
| Essex Financial Services, Inc. | 5,223 | $1.95M | 0.22% | +2,380+83.7% | Added |
| Greenleaf Trust | 5,187 | $1.93M | 0.02% | +47+0.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 5,114 | $1.91M | 0.01% | −400−7.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 5,108 | $1.90M | 0.42% | −155−2.9% | Reduced |
| First Hawaiian Bank | 4,918 | $1.83M | 0.08% | −544−10.0% | Reduced |
| Liberty One Investment Management, LLC | 4,918 | $1.83M | 0.31% | −16−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 4,915 | $1.83M | 0.05% | −461−8.6% | Reduced |
| Cox Capital Mgt LLC | 4,878 | $1.82M | 1.23% | +71+1.5% | Added |
| First Midwest Bank Trust Division | 4,856 | $1.81M | 0.26% | −84−1.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,834 | $1.80M | 1.31% | −455−8.6% | Reduced |
| Capula Management Ltd | 4,826 | $1.80M | 0.14% | +182+3.9% | Added |
| Profund Advisors LLC | 4,807 | $1.79M | 0.06% | +12+0.3% | Added |
| Old National Bancorp | 4,799 | $1.79M | 0.07% | −4,200−46.7% | Reduced |
| TrinityPoint Wealth, LLC | 4,795 | $1.79M | 0.34% | −82−1.7% | Reduced |
| Phoenix Holdings Ltd. | 4,717 | $1.77M | 0.03% | +4,717 | New |
| Assenagon Asset Management S.A. | 4,740 | $1.77M | 0.01% | −76,623−94.2% | Reduced |
| Brighton Jones LLC | 4,740 | $1.77M | 0.09% | −24−0.5% | Reduced |
| Chesley Taft & Associates LLC | 4,734 | $1.76M | 0.10% | 00.0% | Unchanged |
| Truvestments Capital LLC | 4,711 | $1.76M | 0.97% | +291+6.6% | Added |
| Valeo Financial Advisors, LLC | 4,692 | $1.75M | 0.10% | +242+5.4% | Added |
| Madison Wealth Management | 4,657 | $1.74M | 0.38% | 00.0% | Unchanged |
| AMG National Trust Bank | 4,576 | $1.71M | 0.06% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 4,567 | $1.70M | 0.36% | −13−0.3% | Reduced |
| Mirova | 4,553 | $1.70M | 0.22% | +422+10.2% | Added |
| CX Institutional | 4,518 | $1.68M | 0.14% | +3,712+460.5% | Added |
| SRB Corp | 4,508 | $1.68M | 0.10% | +4,508 | New |
| IndexIQ Advisors LLC | 4,502 | $1.68M | 0.06% | +196+4.6% | Added |
| Keudell/Morrison Wealth Management | 4,493 | $1.68M | 0.72% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,485 | $1.67M | 0.05% | +113+2.6% | Added |
| Colony Group LLC | 4,447 | $1.66M | 0.03% | −102−2.2% | Reduced |
| Vista Investment Management | 4,399 | $1.64M | 0.96% | −59−1.3% | Reduced |
| Aurora Investment Counsel | 4,397 | $1.64M | 1.14% | −38−0.9% | Reduced |
| Atlas Capital Advisors LLC | 4,395 | $1.64M | 0.26% | −46−1.0% | Reduced |
| Haverford Trust Co | 4,371 | $1.63M | 0.02% | −91−2.0% | Reduced |
| Fort, L.P. | 4,277 | $1.59M | 0.53% | −650−13.2% | Reduced |
| Matisse Capital | 4,272 | $1.59M | 0.59% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 4,261 | $1.59M | 0.12% | −146−3.3% | Reduced |
| Park Avenue Securities LLC | 4,250 | $1.58M | 0.03% | +490+13.0% | Added |
| Blair William & Co | 4,219 | $1.57M | 0.01% | −635−13.1% | Reduced |
| TD Private Client Wealth LLC | 4,193 | $1.56M | 0.07% | −3,796−47.5% | Reduced |
| Tufton Capital Management | 4,190 | $1.56M | 0.26% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 4,189 | $1.56M | 0.03% | +2,451+141.0% | Added |
| Savant Capital, LLC | 4,170 | $1.55M | 0.06% | +32+0.8% | Added |
| Hancock Whitney Corp | 4,106 | $1.53M | 0.05% | −346−7.8% | Reduced |
| ARGI Investment Services, LLC | 4,103 | $1.53M | 0.05% | +38+0.9% | Added |
| Orion Portfolio Solutions, LLC | 4,100 | $1.53M | 0.06% | +420+11.4% | Added |
| Symmetry Partners, LLC | 4,091 | $1.53M | 0.10% | −701−14.6% | Reduced |
| Community Capital Management, Inc. | 4,100 | $1.53M | 1.58% | 00.0% | Unchanged |
| James Investment Research Inc | 4,089 | $1.52M | 0.14% | −7,375−64.3% | Reduced |
| Sterling Investment Management, Inc. | 4,088 | $1.52M | 0.97% | +69+1.7% | Added |
| Massmutual Trust Co FSB | 4,075 | $1.52M | 0.06% | −34−0.8% | Reduced |
| Ontario Teachers Pension Plan Board | 4,066 | $1.52M | 0.01% | +45+1.1% | Added |
| Analyst IMS Investment Management Services Ltd. | 4,050 | $1.51M | 0.19% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,044 | $1.51M | 0.04% | +50+1.3% | Added |
| Comerica Securities,inc. | 4,024 | $1.50M | 0.11% | −196−4.6% | Reduced |
| MAI Capital Management | 4,012 | $1.50M | 0.03% | +632+18.7% | Added |
| Intrust Bank NA | 3,956 | $1.48M | 0.20% | +123+3.2% | Added |
| Michael B. Yongue | 3,940 | $1.47M | 1.07% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,925 | $1.46M | 0.22% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 3,912 | $1.46M | 0.29% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 3,868 | $1.44M | 0.08% | −174−4.3% | Reduced |
| Strategy Asset Managers LLC | 3,863 | $1.44M | 0.32% | +275+7.7% | Added |
| Leonteq Securities AG | 3,838 | $1.43M | 0.08% | +226+6.3% | Added |
| First Business Financial Services, Inc. | 3,806 | $1.42M | 0.16% | +140+3.8% | Added |
| Toroso Investments, LLC | 3,793 | $1.42M | 0.05% | +1,460+62.6% | Added |
| Violich Capital Management, Inc. | 3,770 | $1.41M | 0.23% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 3,701 | $1.38M | 0.05% | +204+5.8% | Added |
| Qtron Investments LLC | 3,684 | $1.37M | 0.37% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 3,625 | $1.35M | 0.17% | −8,300−69.6% | Reduced |
| Brookstone Capital Management | 3,583 | $1.34M | 0.02% | −776−17.8% | Reduced |
| Cohen Klingenstein LLC | 3,600 | $1.34M | 0.06% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 3,536 | $1.32M | 0.04% | −150−4.1% | Reduced |
| Wedbush Securities Inc | 3,533 | $1.32M | 0.06% | −108−3.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,525 | $1.31M | 0.49% | +150+4.4% | Added |
| Heritage Wealth Advisors | 3,521 | $1.31M | 0.08% | +1,500+74.2% | Added |
| 44 Wealth Management LLC | 3,458 | $1.29M | 0.49% | +336+10.8% | Added |
| Mount Yale Investment Advisors, LLC | 3,453 | $1.29M | 0.15% | −1,617−31.9% | Reduced |
| Voya Financial Advisors, Inc. | 3,301 | $1.28M | 0.16% | +129+4.1% | Added |
| Harfst & Associates, Inc. | 3,430 | $1.28M | 0.35% | −67−1.9% | Reduced |