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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, Q1 2026

Institutional positions in Elevance Health, Inc. as of Mar 31, 2026. 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
1,473
−62 vs. Q4 2025
Shares held
194.9M
+19.8M (+11.3%) vs. Q4 2025
Total value
$57.1B
−$4.38B (−7.1%) vs. Q4 2025
New holders
147
485 more added
Sold out
209
646 more reduced

22 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2025: 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.

Institutional holdersQ1 2026: 1,473 institutions
Q1 2021: 1,215 institutionsQ2 2021: 1,239 institutionsQ3 2021: 1,221 institutionsQ4 2021: 1,375 institutionsQ1 2022: 1,424 institutionsQ2 2022: 1,444 institutionsQ3 2022: 1,449 institutionsQ4 2022: 1,551 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,673 institutionsQ2 2024: 1,713 institutionsQ3 2024: 1,703 institutionsQ4 2024: 1,609 institutionsQ1 2025: 1,667 institutionsQ2 2025: 1,596 institutionsQ3 2025: 1,512 institutionsQ4 2025: 1,557 institutionsQ1 2026: 1,473 institutionsQ2 2026: 1,615 institutions
Value heldQ1 2026: $57.1B
Q1 2021: $78.2BQ2 2021: $82.8BQ3 2021: $80.6BQ4 2021: $99.3BQ1 2022: $105.7BQ2 2022: $103.2BQ3 2022: $97.0BQ4 2022: $108.8BQ1 2023: $96.9BQ2 2023: $93.1BQ3 2023: $90.8BQ4 2023: $98.1BQ1 2024: $107.7BQ2 2024: $112.7BQ3 2024: $107.2BQ4 2024: $76.5BQ1 2025: $88.6BQ2 2025: $79.7BQ3 2025: $63.3BQ4 2025: $71.0BQ1 2026: $57.1BQ2 2026: $76.8B
Institutions holding ELV and their total value by quarter
QuarterHoldersValue
Q2 20261,615$76.8B
Q1 20261,473$57.1B
Q4 20251,557$71.0B
Q3 20251,512$63.3B
Q2 20251,596$79.7B
Q1 20251,667$88.6B
Q4 20241,609$76.5B
Q3 20241,703$107.2B
Q2 20241,713$112.7B
Q1 20241,673$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,551$108.8B
Q3 20221,449$97.0B
Q2 20221,444$103.2B
Q1 20221,424$105.7B
Q4 20211,375$99.3B
Q3 20211,221$80.6B
Q2 20211,239$82.8B
Q1 20211,215$78.2B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q4 2025.

Institutions holding ELV in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Copia Wealth Management0$190.00%0New
Seneschal Advisors, LLC1$2930.00%−1−50.0%Reduced
Arcadia Investment Management Corp1$2930.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC1$2930.00%00.0%Unchanged
Rakuten Securities, Inc.1$2930.00%00.0%Unchanged
Evolution Wealth Management Inc.1$2930.00%00.0%Unchanged
First Pacific Financial1$2930.00%+1New
Glass Jacobson Investment Advisors llc1$2930.00%+1New
Curio Wealth, LLC1$2930.00%+1New
Napier Financial, LLC1$2930.00%+1New
Frazier Financial Advisors, LLC1$3030.00%00.0%Unchanged
Picton Mahoney Asset Management2$5860.00%00.0%Unchanged
Sofos Investments, Inc.2$5860.00%00.0%Unchanged
TopTier Wealth Management, LLC2$5860.00%+2New
TFC Financial Management2$5870.00%−2−50.0%Reduced
SOA Wealth Advisors, LLC.2$6250.00%00.0%Unchanged
Meramec Financial Planners, LLC2$6390.00%00.0%Unchanged
LM Advisors LLC236$8070.02%−443−65.2%Reduced
NVWM, LLC3$8780.00%−4−57.1%Reduced
Westside Investment Management, Inc.3$8780.00%00.0%Unchanged
Lodestone Wealth Management LLC3$8780.00%00.0%Unchanged
Quaker Wealth Management, LLC3$8790.00%−1−25.0%Reduced
Retirement Wealth Solutions LLC3$8790.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC4$1.17K0.00%−81−95.3%Reduced
1015 Capital Partners, LLC4$1.17K0.00%−6−60.0%Reduced
Ameriflex Group, Inc.4$1.17K0.00%−1−20.0%Reduced
Glen Eagle Advisors, LLC4$1.17K0.00%00.0%Unchanged
Dunhill Financial, LLC4$1.41K0.00%−3−42.9%Reduced
JNBA Financial Advisors5$1.46K0.00%00.0%Unchanged
DecisionPoint Financial, LLC5$1.46K0.00%00.0%Unchanged
Raelipskie Partnership5$1.46K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC5$1.48K0.00%−2−28.6%Reduced
PayPay Securities Corp5$1.58K0.05%−1−16.7%Reduced
SHP Wealth Management6$1.73K0.00%−5−45.5%Reduced
Prosperity Bancshares Inc6$1.76K0.00%−23−79.3%Reduced
WestEnd Advisors, LLC6$1.76K0.00%00.0%Unchanged
Arlington Trust Co LLC6$1.76K0.00%+6New
Key Capital Management, INC6$1.76K0.00%+6New
Kayne Anderson Rudnick Investment Management LLC6$1.88K0.00%−697−99.1%Reduced
High Note Wealth, LLC7$2.05K0.00%−12−63.2%Reduced
Caldwell Sutter Capital, Inc.7$2.05K0.00%00.0%Unchanged
Global Wealth Strategies & Associates7$2.05K0.00%00.0%Unchanged
Fairscale Capital, LLC7$2.05K0.00%00.0%Unchanged
Silver Grove Financial Group, Inc.7$2.05K0.00%+7New
Hoey Investments, Inc7$2.05K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC8$2.34K0.00%−8−50.0%Reduced
Elevated Capital Advisors, LLC8$2.34K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.8$2.34K0.00%00.0%Unchanged
Benson Wealth Management INC8$2.34K0.00%00.0%Unchanged
American Capital Advisory, LLC8$2.34K0.00%+2+33.3%Added
Mosley Wealth Management8$2.58K0.00%+8New
Tompkins Financial Corp9$2.63K0.00%−20−69.0%Reduced
Carolina Wealth Advisors, LLC9$2.63K0.00%00.0%Unchanged
Sunrise Financial Services, LLC9$2.63K0.00%00.0%Unchanged
Valued Wealth Advisors LLC9$2.68K0.00%−1−10.0%Reduced
BFSG, LLC10$2.93K0.00%−15−60.0%Reduced
Signature Resources Capital Management, LLC10$2.93K0.00%+8+400.0%Added
Corsicana & Co.7$3.04K0.00%+7New
United Financial Planning Group LLC11$3.22K0.00%−8−42.1%Reduced
Hughes Financial Services, LLC11$3.22K0.00%−3−21.4%Reduced
Triumph Capital Management11$3.27K0.00%00.0%Unchanged
CoreFirst Bank & Trust12$3.51K0.00%00.0%Unchanged
Evelyn Partners Asset Management Ltd12$3.51K0.00%00.0%Unchanged
Bare Financial Services, Inc12$3.51K0.00%+2+20.0%Added
Portus Wealth Advisors, LLC12$3.51K0.00%+12New
Clayton Financial Group LLC13$3.81K0.00%00.0%Unchanged
Fortis Group Advisors, LLC13$3.81K0.00%00.0%Unchanged
Burk Holdings LLC13$3.81K0.00%+13New
Synergy Investment Management, LLC13$3.85K0.00%+13New
PFS Partners, LLC13$3.87K0.00%00.0%Unchanged
Sankala Group LLC14$4.03K0.00%−5−26.3%Reduced
Hollencrest Capital Management14$4.10K0.00%00.0%Unchanged
Nemes Rush Group LLC14$4.10K0.00%+10+250.0%Added
Cedar Mountain Advisors, LLC14$4.10K0.00%+14New
Wolff Wiese Magana LLC15$4.39K0.00%00.0%Unchanged
ZRC Wealth Management, LLC15$4.40K0.00%−4−21.1%Reduced
Lloyd Advisory Services, LLC.15$4.42K0.00%+15New
Kingdom Financial Group LLC.15$4.42K0.00%+15New
Whipplewood Advisors, LLC17$4.98K0.00%+17New
Avion Wealth19$5.00K0.00%−20−51.3%Reduced
Penserra Capital Management LLC18$5.00K0.00%00.0%Unchanged
Torren Management, LLC17$5.08K0.00%−353−95.4%Reduced
Aster Capital Management (DIFC) Ltd12$5.22K0.00%−886−98.7%Reduced
Stone House Investment Management, LLC19$5.56K0.00%+1+5.6%Added
Brown, Lisle/Cummings, Inc.19$5.56K0.00%+19New
Bank of New Hampshire20$5.86K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC16$5.91K0.00%00.0%Unchanged
Redwood Park Advisors LLC20$5.98K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC21$6.15K0.00%+6+40.0%Added
Joseph Group Capital Management21$6.15K0.00%+1+5.0%Added
Alerus Financial NA22$6.44K0.00%00.0%Unchanged
First United Bank Trust22$6.44K0.00%00.0%Unchanged
Atomic Invest LLC23$6.47K0.00%−5−17.9%Reduced
Motco23$6.73K0.00%−77−77.0%Reduced
Orion Capital Management LLC23$6.73K0.00%00.0%Unchanged
Aspect Partners, LLC23$6.73K0.00%00.0%Unchanged
Evergreen Advisors, LLC23$6.73K0.00%+23New
Virginia Estate & Retirement Planning Advisors Inc.25$7.12K0.03%+25New
CDKV Holdings LLC25$7.32K0.01%00.0%Unchanged
Dogwood Wealth Management LLC26$7.61K0.00%−7−21.2%Reduced