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 |
|---|---|---|---|---|---|
| Farmers Trust Co | 1,292 | $486.0K | 0.11% | −21−1.6% | Reduced |
| Independent Financial Group, LLC | 1,273 | $474.5K | 0.05% | +82+6.9% | Added |
| Sutton Wealth Advisors Inc. | 1,271 | $473.8K | 0.17% | +2+0.2% | Added |
| American Portfolios Advisors | 1,271 | $473.8K | 0.02% | −98−7.2% | Reduced |
| Circle Wealth Management, LLC | 1,268 | $473.0K | 0.07% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 1,263 | $471.0K | 0.03% | +136+12.1% | Added |
| Accredited Investors Inc. | 1,253 | $467.0K | 0.05% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 1,249 | $466.0K | 0.03% | +101+8.8% | Added |
| Simplex Trading, LLC | 1,214 | $465.0K | 0.02% | −1,786−59.5% | Reduced |
| Stock Yards Bank & Trust Co | 1,245 | $464.0K | 0.03% | −200−13.8% | Reduced |
| First Light Asset Management, LLC | 1,244 | $464.0K | 0.03% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,243 | $463.0K | 0.10% | +22+1.8% | Added |
| Patton Albertson Miller Group, LLC | 1,238 | $462.0K | 0.09% | −408−24.8% | Reduced |
| Alpha Paradigm Partners, LLC | 1,237 | $461.0K | 0.18% | −45−3.5% | Reduced |
| Wealthcare Advisory Partners LLC | 1,227 | $458.0K | 0.03% | +164+15.4% | Added |
| Vestor Capital, LLC | 1,225 | $457.0K | 0.05% | +1,225 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,223 | $455.9K | 0.54% | −75−5.8% | Reduced |
| Simon Quick Advisors, LLC | 1,219 | $454.0K | 0.12% | +1,121+1,143.9% | Added |
| IFG Advisory, LLC | 1,206 | $449.0K | 0.05% | −27−2.2% | Reduced |
| Compagnie Lombard Odier SCmA | 1,200 | $447.0K | 0.01% | −238−16.6% | Reduced |
| Sound Income Strategies, LLC | 1,192 | $444.0K | 0.06% | 00.0% | Unchanged |
| Cerity Partners LLC | 1,182 | $441.0K | 0.01% | −106−8.2% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 1,171 | $437.0K | 0.09% | −121−9.4% | Reduced |
| Wealthspire Advisors, LLC | 1,166 | $435.0K | 0.01% | +1,166 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,154 | $430.0K | 0.10% | −33−2.8% | Reduced |
| Belpointe Asset Management LLC | 1,145 | $427.0K | 0.03% | −29−2.5% | Reduced |
| Level Four Advisory Services, LLC | 1,134 | $423.0K | 0.04% | +175+18.2% | Added |
| Mission Wealth Management, LP | 1,132 | $422.0K | 0.02% | +12+1.1% | Added |
| Prospera Financial Services Inc | 1,127 | $420.0K | 0.02% | +162+16.8% | Added |
| Everett Harris & Co | 1,120 | $418.0K | 0.01% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 1,122 | $418.0K | 0.04% | +51+4.8% | Added |
| Doyle Wealth Management | 1,120 | $417.0K | 0.03% | +1+0.1% | Added |
| Investors Financial Group, LLC | 1,118 | $417.0K | 0.22% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 1,118 | $417.0K | 0.03% | +140+14.3% | Added |
| Cim Investment Mangement Inc | 1,117 | $416.0K | 0.13% | −7−0.6% | Reduced |
| Central Bank & Trust Co | 1,117 | $416.0K | 0.07% | +168+17.7% | Added |
| Quilter Plc | 1,111 | $414.0K | 0.01% | −295−21.0% | Reduced |
| RFG Advisory, LLC | 1,109 | $413.0K | 0.03% | −38−3.3% | Reduced |
| Bedel Financial Consulting, Inc. | 1,109 | $413.0K | 0.14% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 1,107 | $413.0K | 0.01% | +53+5.0% | Added |
| Dodge & Cox | 1,100 | $410.0K | 0.00% | 00.0% | Unchanged |
| Citizens Business Bank | 1,100 | $410.0K | 0.05% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 1,096 | $409.0K | 0.14% | 00.0% | Unchanged |
| Campion Asset Management LLC | 1,095 | $408.0K | 0.36% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,092 | $407.0K | 0.03% | +211+24.0% | Added |
| Virtue Capital Management, LLC | 1,086 | $405.0K | 0.07% | −167−13.3% | Reduced |
| Krane Funds Advisors LLC | 1,080 | $403.0K | 0.01% | −336−23.7% | Reduced |
| Evercore Wealth Management, LLC | 1,080 | $403.0K | 0.01% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 1,074 | $400.0K | 0.19% | −28−2.5% | Reduced |
| HBK Sorce Advisory LLC | 1,070 | $399.0K | 0.02% | −13−1.2% | Reduced |
| Newport Wealth Strategies, Inc. | 1,070 | $399.0K | 0.24% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 1,066 | $397.0K | 0.03% | 00.0% | Unchanged |
| Cypress Capital Group | 1,062 | $396.0K | 0.05% | −71−6.3% | Reduced |
| J.W. Cole Advisors, Inc. | 1,061 | $396.0K | 0.03% | −2−0.2% | Reduced |
| Balentine LLC | 1,058 | $395.0K | 0.02% | +495+87.9% | Added |
| Altium Wealth Management LLC | 1,055 | $393.0K | 0.03% | −35−3.2% | Reduced |
| Wealth Management Associates, Inc. | 1,053 | $392.6K | 0.23% | 00.0% | Unchanged |
| State of Wyoming | 1,050 | $392.0K | 0.25% | +203+24.0% | Added |
| Beirne Wealth Consulting Services, LLC | 1,050 | $391.0K | 0.22% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 1,045 | $390.0K | 0.02% | −912−46.6% | Reduced |
| Ascent Wealth Partners, LLC | 1,045 | $390.0K | 0.07% | +16+1.6% | Added |
| Fulton Bank, N.A. | 1,043 | $389.0K | 0.02% | −1,685−61.8% | Reduced |
| Trustmark National Bank Trust Department | 1,040 | $388.0K | 0.03% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 1,040 | $388.0K | 0.25% | 00.0% | Unchanged |
| Charter Trust Co | 1,032 | $385.0K | 0.04% | −200−16.2% | Reduced |
| Venture Visionary Partners LLC | 1,035 | $385.0K | 0.03% | +26+2.6% | Added |
| Emerald Advisors, LLC | 1,026 | $383.0K | 0.11% | +33+3.3% | Added |
| Capital Financial Planning, LLC | 1,026 | $382.0K | 0.14% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 1,020 | $379.0K | 0.06% | +425+71.4% | Added |
| Salem Investment Counselors Inc | 1,014 | $378.0K | 0.02% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 1,004 | $374.0K | 0.09% | +94+10.3% | Added |
| JGP Global Gestao de Recursos Ltda. | 1,003 | $374.0K | 0.14% | +275+37.8% | Added |
| Sciencast Management LP | 1,000 | $370.0K | 0.10% | +1,000 | New |
| Hengehold Capital Management LLC | 990 | $369.0K | 0.05% | +1+0.1% | Added |
| Pure Financial Advisors, Inc. | 989 | $369.0K | 0.03% | +9+0.9% | Added |
| Trustcore Financial Services, LLC | 990 | $369.0K | 0.04% | +17+1.7% | Added |
| Founders Financial Alliance, LLC | 989 | $369.0K | 0.17% | +157+18.9% | Added |
| First Financial Bank - Trust Division | 982 | $366.0K | 0.04% | −96−8.9% | Reduced |
| Kovack Advisors, Inc. | 983 | $366.0K | 0.04% | +15+1.5% | Added |
| Tandem Investment Advisors, Inc. | 979 | $365.0K | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 970 | $362.0K | 0.01% | +970 | New |
| Vantage Consulting Group Inc | 968 | $361.0K | 0.08% | +261+36.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 961 | $358.0K | 0.08% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 963 | $358.0K | 0.01% | +108+12.6% | Added |
| Bartlett & Co. LLC | 951 | $355.0K | 0.01% | −56−5.6% | Reduced |
| Financial Advisory Group | 951 | $355.0K | 0.08% | 00.0% | Unchanged |
| HM Payson & Co | 953 | $355.0K | 0.01% | +14+1.5% | Added |
| Bartlett & Co. Wealth Management LLC | 951 | $354.5K | 0.01% | −56−5.6% | Reduced |
| Pettinga Financial Advisors, LLC | 948 | $353.0K | 0.09% | +8+0.9% | Added |
| First National Bank of South Miami | 944 | $352.0K | 0.24% | +77+8.9% | Added |
| Warren Averett Asset Management, LLC | 816 | $352.0K | 0.03% | +151+22.7% | Added |
| Spectrum Management Group, LLC | 942 | $351.0K | 0.06% | 00.0% | Unchanged |
| Harbor Group, Inc. | 941 | $351.0K | 0.23% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 942 | $351.0K | 0.01% | +251+36.3% | Added |
| Two Sigma Securities, LLC | 936 | $349.0K | 0.07% | +936 | New |
| Holderness Investments Co | 930 | $347.0K | 0.11% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 925 | $345.0K | 0.05% | +526+131.8% | Added |
| AIA Group Ltd | 923 | $344.0K | 0.02% | +923 | New |
| Brandywine Oak Private Wealth LLC | 922 | $343.0K | 0.04% | −1−0.1% | Reduced |
| Alpha Omega Wealth Management LLC | 917 | $342.0K | 0.06% | +10+1.1% | Added |