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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 2,893 | $1.26M | 0.03% | −917−24.1% | Reduced |
| Kornitzer Capital Management Inc | 3,375 | $1.26M | 0.02% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,360 | $1.25M | 0.15% | 00.0% | Unchanged |
| Csenge Advisory Group | 3,301 | $1.24M | 0.10% | +24+0.7% | Added |
| Mitchell Capital Management Co | 3,324 | $1.24M | 0.28% | +3,324 | New |
| Meeder Asset Management Inc | 3,317 | $1.24M | 0.06% | +193+6.2% | Added |
| Unigestion Holding SA | 3,173 | $1.23M | 0.05% | +183+6.1% | Added |
| Searle & Co. | 3,290 | $1.23M | 0.50% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 3,287 | $1.23M | 0.02% | −482−12.8% | Reduced |
| Ameritas Investment Partners, Inc. | 3,283 | $1.22M | 0.04% | −62−1.9% | Reduced |
| Semmax Financial Advisors Inc. | 3,277 | $1.22M | 0.42% | −326−9.0% | Reduced |
| Tudor Investment Corp Et Al | 3,268 | $1.22M | 0.02% | −7,584−69.9% | Reduced |
| Archford Capital Strategies, LLC | 3,248 | $1.21M | 0.29% | +76+2.4% | Added |
| New England Research & Management, Inc. | 3,240 | $1.21M | 0.63% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 3,215 | $1.20M | 0.06% | +78+2.5% | Added |
| American National Registered Investment Advisor, Inc. | 3,213 | $1.20M | 0.43% | −12−0.4% | Reduced |
| Copperleaf Capital, LLC | 3,207 | $1.20M | 1.15% | +66+2.1% | Added |
| Leavell Investment Management, Inc. | 3,200 | $1.19M | 0.09% | 00.0% | Unchanged |
| KCS Wealth Advisory | 3,157 | $1.18M | 0.56% | +98+3.2% | Added |
| Balasa Dinverno & Foltz LLC | 3,104 | $1.16M | 0.08% | +117+3.9% | Added |
| Institute for Wealth Management, LLC. | 3,096 | $1.15M | 0.20% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 3,044 | $1.14M | 0.04% | −208−6.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,034 | $1.13M | 0.10% | −87−2.8% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,017 | $1.13M | 0.18% | −25−0.8% | Reduced |
| Wealth Architects, LLC | 3,009 | $1.12M | 0.22% | −6−0.2% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 2,856 | $1.11M | 0.03% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 2,904 | $1.11M | 0.15% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 2,938 | $1.09M | 0.13% | 00.0% | Unchanged |
| OPSEU Pension Plan Trust Fund | 2,965 | $1.09M | 0.28% | −64−2.1% | Reduced |
| Central Trust Co | 2,898 | $1.08M | 0.04% | −17−0.6% | Reduced |
| Ieq Capital, LLC | 2,871 | $1.07M | 0.03% | +1,008+54.1% | Added |
| Diversified Trust Co | 2,841 | $1.06M | 0.04% | −955−25.2% | Reduced |
| Fulcrum Asset Management LLP | – | $1.06M | 0.52% | – | – |
| Delphi Management Inc | 2,831 | $1.05M | 1.09% | +21+0.7% | Added |
| Anchor Investment Management, LLC | 2,822 | $1.05M | 0.15% | +51+1.8% | Added |
| Foster & Motley Inc | 2,797 | $1.04M | 0.09% | −76−2.6% | Reduced |
| CAPROCK Group, Inc. | 2,796 | $1.04M | 0.09% | +41+1.5% | Added |
| Conning Inc. | 2,757 | $1.03M | 0.03% | −180−6.1% | Reduced |
| Signaturefd, LLC | 2,755 | $1.03M | 0.04% | −15−0.5% | Reduced |
| Cinctive Capital Management LP | 2,748 | $1.02M | 0.06% | −58,349−95.5% | Reduced |
| Corient Capital Partners, LLC | 2,723 | $1.01M | 0.07% | +117+4.5% | Added |
| Garrison Point Advisors, LLC | 2,700 | $1.01M | 0.73% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,654 | $989.0K | 0.05% | +148+5.9% | Added |
| NorthCoast Asset Management LLC | 2,645 | $987.0K | 0.04% | +2,645 | New |
| Buckley Wealth Management, LLC | 2,627 | $979.0K | 0.32% | −20−0.8% | Reduced |
| Intellectus Partners, LLC | 2,616 | $975.0K | 0.24% | +175+7.2% | Added |
| Wealth Advisory Solutions, LLC | 2,589 | $965.0K | 0.21% | +265+11.4% | Added |
| Clarius Group, LLC | 2,572 | $959.0K | 0.09% | +78+3.1% | Added |
| AlphaCrest Capital Management LLC | 2,553 | $952.0K | 0.05% | −8,913−77.7% | Reduced |
| Bremer Bank National Association | 2,548 | $949.0K | 0.19% | +15+0.6% | Added |
| FDx Advisors, Inc. | 2,543 | $948.0K | 0.03% | −68−2.6% | Reduced |
| Principle Wealth Partners LLC | 2,520 | $939.0K | 0.11% | 00.0% | Unchanged |
| Regent Investment Management LLC | 2,515 | $938.0K | 0.22% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,501 | $933.0K | 0.04% | +20+0.8% | Added |
| Lincoln National Corp | 2,471 | $921.0K | 0.02% | −328−11.7% | Reduced |
| Donaldson Capital Management, LLC | 2,435 | $908.0K | 0.05% | +10.0% | Added |
| Checchi Capital Advisers, LLC | 2,422 | $903.0K | 0.11% | +78+3.3% | Added |
| Atlantic Union Bankshares Corp | 2,413 | $900.0K | 0.08% | −80−3.2% | Reduced |
| Wesbanco Bank Inc | 2,412 | $899.0K | 0.03% | −91−3.6% | Reduced |
| Frisch Financial Group, Inc. | 2,394 | $892.0K | 0.30% | +7+0.3% | Added |
| Trust Asset Management LLC | 2,393 | $892.0K | 0.12% | +157+7.0% | Added |
| Arden Trust Co | 2,373 | $885.0K | 0.15% | −56−2.3% | Reduced |
| 1st Source Bank | 2,367 | $882.0K | 0.06% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 2,350 | $876.0K | 0.02% | +38+1.6% | Added |
| Cetera Advisors LLC | 2,344 | $874.0K | 0.02% | +703+42.8% | Added |
| Hollencrest Capital Management | 2,334 | $870.0K | 0.08% | +770+49.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,320 | $865.0K | 0.02% | −901−28.0% | Reduced |
| Sigma Planning Corp | 2,315 | $863.0K | 0.03% | −106−4.4% | Reduced |
| Busey Wealth Management | 2,311 | $862.0K | 0.03% | −8−0.3% | Reduced |
| Quantedge Capital Pte Ltd | 2,300 | $857.0K | 0.41% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 2,207 | $857.0K | 0.13% | −19−0.9% | Reduced |
| Sentry Investment Management LLC | 2,287 | $853.0K | 0.25% | −334−12.7% | Reduced |
| Pitcairn Co | 2,270 | $846.0K | 0.06% | −19−0.8% | Reduced |
| National Asset Management, Inc. | 2,264 | $844.0K | 0.03% | +52+2.4% | Added |
| HighPoint Advisor Group LLC | 2,258 | $842.0K | 0.08% | −123−5.2% | Reduced |
| Insight Wealth Strategies, LLC | 2,251 | $839.0K | 0.12% | +91+4.2% | Added |
| Souders Financial Advisors | 2,226 | $830.0K | 0.27% | −519−18.9% | Reduced |
| Quadrant Capital Group LLC | 2,225 | $829.0K | 0.12% | +384+20.9% | Added |
| Lido Advisors, LLC | 2,225 | $829.0K | 0.02% | +589+36.0% | Added |
| Twin Capital Management Inc | 2,222 | $828.0K | 0.08% | +15+0.7% | Added |
| XTX Topco Ltd | 2,198 | $819.0K | 0.28% | +2,198 | New |
| Bridgewater Associates, LP | 2,183 | $814.0K | 0.00% | +2,183 | New |
| Clearstead Advisors, LLC | 2,171 | $809.0K | 0.06% | +132+6.5% | Added |
| Bard Financial Services, Inc. | 2,150 | $802.0K | 0.07% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,139 | $798.0K | 0.12% | +580+37.2% | Added |
| Texas Yale Capital Corp. | 2,097 | $782.0K | 0.04% | +100+5.0% | Added |
| Pinnacle Associates Ltd | 2,093 | $780.0K | 0.01% | −587−21.9% | Reduced |
| Beacon Financial Group | 2,005 | $779.0K | 0.11% | +212+11.8% | Added |
| Edgestream Partners, L.P. | 2,085 | $777.0K | 0.05% | +2,085 | New |
| Tokio Marine Asset Management Co Ltd | 2,082 | $776.0K | 0.07% | +189+10.0% | Added |
| Northwest Bancshares, Inc. | 2,043 | $762.0K | 0.17% | −122−5.6% | Reduced |
| Vanguard Capital Wealth Advisors | 2,039 | $760.0K | 0.58% | +6+0.3% | Added |
| Chicago Capital, LLC | 2,036 | $759.0K | 0.03% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,037 | $759.0K | 0.20% | +33+1.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,024 | $754.0K | 0.12% | −20−1.0% | Reduced |
| Taylor Hoffman Wealth Management | 1,997 | $751.0K | 0.32% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 2,000 | $746.0K | 0.10% | 00.0% | Unchanged |
| SG3 Management, LLC | 2,000 | $746.0K | 0.26% | +250+14.3% | Added |
| WESPAC Advisors SoCal, LLC | 1,990 | $743.0K | 0.24% | −185−8.5% | Reduced |
| King Wealth | 1,988 | $741.0K | 0.15% | 00.0% | Unchanged |