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 |
|---|---|---|---|---|---|
| Terry L. Blaker | 1,985 | $740.0K | 0.05% | +239+13.7% | Added |
| McLean Asset Management Corp | 1,697 | $740.0K | 0.28% | +127+8.1% | Added |
| SeaCrest Wealth Management, LLC | 1,983 | $739.0K | 0.09% | −61−3.0% | Reduced |
| Indie Asset Partners, LLC | 1,981 | $739.0K | 0.60% | −1−0.1% | Reduced |
| Winton Group Ltd | 1,973 | $736.0K | 0.04% | −1,424−41.9% | Reduced |
| Covington Capital Management | 1,967 | $733.0K | 0.03% | −14−0.7% | Reduced |
| Mutual Advisors, LLC | 1,962 | $732.0K | 0.04% | −22−1.1% | Reduced |
| Morris Capital Advisors, LLC | 1,955 | $729.0K | 0.57% | −146−6.9% | Reduced |
| Strategic Advisors LLC | 1,955 | $729.0K | 0.16% | +1+0.1% | Added |
| Pacific Global Investment Management CO | 1,953 | $728.0K | 0.15% | −11−0.6% | Reduced |
| Brown Advisory Securities, LLC | 1,931 | $723.0K | 0.21% | −91−4.5% | Reduced |
| Sanders Morris Harris LLC | 1,900 | $723.0K | 0.13% | 00.0% | Unchanged |
| Roundview Capital LLC | 1,937 | $722.0K | 0.08% | +1,937 | New |
| Community Bank, N.A. | 1,930 | $719.0K | 0.09% | −300−13.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,917 | $715.0K | 0.01% | −275−12.5% | Reduced |
| First Pacific Advisors, LP | 1,915 | $714.0K | 0.01% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 1,888 | $704.0K | 0.11% | +735+63.7% | Added |
| Systematic Alpha Investments, LLC | 1,597 | $695.0K | 0.03% | 00.0% | Unchanged |
| Financial Counselors Inc | 1,856 | $692.0K | 0.01% | +258+16.1% | Added |
| Garde Capital, Inc. | 1,850 | $690.0K | 0.07% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 1,838 | $685.0K | 0.26% | −39−2.1% | Reduced |
| Thomasville National Bank | 1,832 | $683.0K | 0.07% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,833 | $683.0K | 0.07% | +18+1.0% | Added |
| Tru Independence Asset Management 2, LLC | 1,823 | $680.0K | 0.48% | +155+9.3% | Added |
| Global Trust Asset Management, LLC | 1,817 | $677.0K | 0.30% | −6−0.3% | Reduced |
| Alethea Capital Management, LLC | 1,813 | $676.0K | 0.60% | +1,813 | New |
| Bessemer Securities LLC | 1,808 | $674.0K | 0.23% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 1,794 | $669.0K | 0.12% | +18+1.0% | Added |
| Fma Advisory Inc | 1,781 | $664.0K | 0.25% | +3+0.2% | Added |
| Vestmark Advisory Solutions, Inc. | 1,778 | $663.0K | 0.04% | +305+20.7% | Added |
| Gryphon Financial Partners LLC | 1,775 | $662.0K | 0.15% | +150+9.2% | Added |
| Deseret Mutual Benefit Administrators | 1,774 | $661.0K | 0.12% | −531−23.0% | Reduced |
| Asset Dedication, LLC | 1,777 | $661.0K | 0.09% | +5+0.3% | Added |
| Monarch Capital Management Inc | 1,771 | $660.0K | 0.18% | +16+0.9% | Added |
| Kiwi Wealth Investments Limited Partnership | 1,765 | $658.0K | 0.03% | −1,072−37.8% | Reduced |
| Indiana Trust & Investment Management CO | 1,763 | $657.0K | 0.33% | +600+51.6% | Added |
| Pinnacle Financial Partners Inc | 1,758 | $655.0K | 0.02% | +25+1.4% | Added |
| Defined Wealth Management, LLC | 1,745 | $651.0K | 0.58% | 00.0% | Unchanged |
| Landsberg, Bennett, & Dubbaneh LLC | 1,732 | $651.0K | 0.08% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,476 | $644.0K | 0.06% | +136+10.1% | Added |
| Harbour Investments, Inc. | 1,723 | $642.0K | 0.02% | −15−0.9% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,711 | $638.0K | 0.03% | +6+0.4% | Added |
| Caxton Associates LP | 1,693 | $631.0K | 0.09% | +1,693 | New |
| Brinker Capital Investments, LLC | 1,654 | $625.0K | 0.01% | −31−1.8% | Reduced |
| Oxbow Advisors, LLC | 1,663 | $620.0K | 0.06% | +1,663 | New |
| Dean Investment Associates, LLC | 1,653 | $616.0K | 0.12% | −10−0.6% | Reduced |
| Ameritas Investment Company, LLC | 1,648 | $615.0K | 0.03% | +1,310+387.6% | Added |
| Psagot Investment House Ltd. | 1,634 | $609.0K | 0.10% | +1,370+518.9% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 1,634 | $609.0K | 0.10% | +1,634 | New |
| Latitude Advisors, LLC | 1,626 | $606.0K | 0.19% | +813+100.0% | Added |
| Wealth Alliance | 1,622 | $605.0K | 0.14% | −3−0.2% | Reduced |
| Ballentine Partners, LLC | 1,609 | $600.0K | 0.02% | +22+1.4% | Added |
| Moloney Securities Asset Management, LLC | 1,582 | $590.0K | 0.11% | 00.0% | Unchanged |
| CSS LLC | 1,577 | $588.0K | 0.03% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,581 | $585.9K | 0.06% | +219+16.1% | Added |
| Hillsdale Investment Management Inc. | 1,560 | $581.0K | 0.04% | +1,560 | New |
| Citizens Financial Group Inc | 1,528 | $570.0K | 0.02% | +466+43.9% | Added |
| Meristem Family Wealth, LLC | 1,528 | $570.0K | 0.05% | +1,528 | New |
| Meiji Yasuda Life Insurance Co | 1,527 | $569.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 1,525 | $568.0K | 0.03% | +180+13.4% | Added |
| Harbor Investment Advisory, LLC | 1,521 | $567.0K | 0.08% | +23+1.5% | Added |
| Mission Creek Capital Partners, Inc. | 1,509 | $563.0K | 0.10% | −100−6.2% | Reduced |
| Calamos Wealth Management LLC | 1,503 | $560.0K | 0.05% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 1,500 | $559.0K | 0.22% | −50−3.2% | Reduced |
| Bridges Investment Management Inc | 1,500 | $559.0K | 0.02% | 00.0% | Unchanged |
| Shepherd Kaplan Krochuk, LLC | 1,500 | $559.0K | 0.21% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 1,491 | $556.0K | 0.00% | −40−2.6% | Reduced |
| City Holding Co | 1,490 | $555.0K | 0.09% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,486 | $554.0K | 0.04% | +750+101.9% | Added |
| Windsor Group LTD | 1,466 | $551.0K | 0.12% | −5−0.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,475 | $550.0K | 0.01% | −26−1.7% | Reduced |
| Resources Investment Advisors, LLC. | 1,470 | $548.0K | 0.02% | −55−3.6% | Reduced |
| Perigon Wealth Management, LLC | 1,470 | $548.0K | 0.05% | −28−1.9% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,468 | $547.0K | 0.25% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,467 | $547.0K | 0.10% | +190+14.9% | Added |
| Summit X, LLC | 1,438 | $541.0K | 0.14% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 1,443 | $538.0K | 0.09% | −52−3.5% | Reduced |
| Telemus Capital, LLC | 1,442 | $538.0K | 0.05% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 1,445 | $538.0K | 0.15% | +11+0.8% | Added |
| Plancorp, LLC | 1,442 | $538.0K | 0.04% | +32+2.3% | Added |
| Stony Point Wealth Management Inc. | 1,444 | $538.0K | 0.32% | +527+57.5% | Added |
| Stevens Capital Management LP | 1,444 | $538.0K | 0.23% | +1,444 | New |
| Evermay Wealth Management LLC | 1,435 | $535.0K | 0.10% | −50−3.4% | Reduced |
| Capital Investment Advisory Services, LLC | 1,432 | $534.0K | 0.07% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,430 | $533.0K | 0.04% | +230+19.2% | Added |
| Affinity Investment Advisors, LLC | 1,421 | $530.0K | 0.24% | +1,421 | New |
| Highland Capital Management Fund Advisors, L.P. | 1,415 | $528.0K | 0.09% | +446+46.0% | Added |
| CenterStar Asset Management, LLC | – | $527.0K | 0.41% | – | – |
| Shufro Rose & Co LLC | 1,412 | $526.0K | 0.04% | 00.0% | Unchanged |
| Keystone Financial Group | 1,407 | $525.0K | 0.09% | +75+5.6% | Added |
| Middleton & Co Inc | 1,400 | $522.0K | 0.06% | 00.0% | Unchanged |
| Fiduciary Trust Co | 1,391 | $519.0K | 0.01% | −13−0.9% | Reduced |
| Bradley Foster & Sargent Inc | 1,376 | $513.0K | 0.01% | +163+13.4% | Added |
| Lingohr & Partner Asset Management GmbH | 1,369 | $510.0K | 1.36% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 1,362 | $508.0K | 0.09% | +1,362 | New |
| Alps Advisors Inc | 1,348 | $503.0K | 0.00% | −295−18.0% | Reduced |
| Compton Capital Management Inc | 1,350 | $503.0K | 0.15% | −25−1.8% | Reduced |
| BCJ Capital Management, LLC | 1,326 | $494.0K | 0.05% | +380+40.2% | Added |
| Engine No. 1 LLC | 1,324 | $494.0K | 0.13% | +548+70.6% | Added |
| Park National Corp | 1,321 | $492.0K | 0.02% | −427−24.4% | Reduced |