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.
| 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 | 1,703 | $107.2B |
| Q2 2024 | 1,713 | $112.7B |
| Q1 2024 | 1,673 | $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 | 1,551 | $108.8B |
| Q3 2022 | 1,449 | $97.0B |
| Q2 2022 | 1,444 | $103.2B |
| Q1 2022 | 1,424 | $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, Q1 2026
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Earnest Partners LLC | 5,529 | $1.62M | 0.01% | −20−0.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,546 | $1.62M | 0.08% | −458−7.6% | Reduced |
| Power Wealth Management LLC | 5,558 | $1.63M | 0.61% | +104+1.9% | Added |
| Vista Investment Management | 5,572 | $1.63M | 0.55% | +103+1.9% | Added |
| Merit Financial Group, LLC | 5,584 | $1.63M | 0.01% | −1,706−23.4% | Reduced |
| Huntington National Bank | 5,602 | $1.64M | 0.01% | −214−3.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,412 | $1.64M | 0.02% | +20.0% | Added |
| CX Institutional | 5,680 | $1.66M | 0.05% | +4,034+245.1% | Added |
| GeoWealth Management, LLC | 5,839 | $1.71M | 0.06% | +1,494+34.4% | Added |
| Pinebridge Investments LLC | 5,840 | $1.71M | 0.01% | −1,222−17.3% | Reduced |
| Round Rock Advisors, LLC | 5,847 | $1.71M | 0.26% | −584−9.1% | Reduced |
| Uncommon Cents Investing LLC | 5,865 | $1.72M | 0.40% | +1,350+29.9% | Added |
| Fort Washington Investment Advisors Inc | 5,868 | $1.72M | 0.01% | −19−0.3% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 5,885 | $1.72M | 0.08% | −2,785−32.1% | Reduced |
| J. Safra Sarasin Holding AG | 5,898 | $1.73M | 0.03% | +613+11.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,951 | $1.74M | 0.12% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 6,020 | $1.76M | 0.03% | −2,841−32.1% | Reduced |
| Securian Asset Management, Inc | 6,043 | $1.77M | 0.07% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 6,081 | $1.78M | 0.46% | +52+0.9% | Added |
| MUFG Securities Americas Inc. | 6,107 | $1.79M | 0.12% | +120+2.0% | Added |
| Horizon Investments, LLC | 6,108 | $1.79M | 0.02% | −10,552−63.3% | Reduced |
| Paralel Advisors LLC | 6,150 | $1.80M | 0.07% | 00.0% | Unchanged |
| Tema ETFs LLC | 6,163 | $1.80M | 0.12% | −508−7.6% | Reduced |
| Raiffeisen Bank International AG | 6,451 | $1.84M | 0.03% | +2,810+77.2% | Added |
| Caisse des Depots Et Consignations | 6,293 | $1.84M | 0.03% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 6,383 | $1.87M | 0.70% | +6,383 | New |
| Caption Management, LLC | 6,400 | $1.87M | 0.09% | +4,250+197.7% | Added |
| Lighthouse Financial Services Inc | 5,981 | $1.87M | 0.42% | +10.0% | Added |
| North Dakota State Investment Board | 6,444 | $1.89M | 0.08% | −1,312−16.9% | Reduced |
| Squarepoint Ops LLC | 6,480 | $1.90M | 0.00% | −56−0.9% | Reduced |
| Peapack Gladstone Financial Corp | 6,515 | $1.91M | 0.02% | −147−2.2% | Reduced |
| Tandem Capital Management Corp | 6,562 | $1.92M | 0.96% | −1,648−20.1% | Reduced |
| Edmp, Inc. | 6,616 | $1.94M | 1.57% | −19−0.3% | Reduced |
| Sequoia Financial Advisors, LLC | 6,625 | $1.94M | 0.01% | −2,327−26.0% | Reduced |
| Skopos Labs, Inc. | 6,731 | $1.97M | 0.06% | +2,481+58.4% | Added |
| Summit Trail Advisors, LLC | 6,758 | $1.98M | 0.03% | +2,779+69.8% | Added |
| CWM, LLC | 6,803 | $1.99M | 0.01% | −12,679−65.1% | Reduced |
| Heartland Advisors Inc | 6,831 | $2.00M | 0.10% | +145+2.2% | Added |
| Campbell & CO Investment Adviser LLC | 6,847 | $2.00M | 0.11% | +6,847 | New |
| Warren Averett Asset Management, LLC | 6,913 | $2.02M | 0.02% | −300−4.2% | Reduced |
| Acumen Wealth Advisors, LLC | 6,935 | $2.03M | 0.55% | −7,357−51.5% | Reduced |
| RDA Financial Network | 6,988 | $2.05M | 0.51% | +96+1.4% | Added |
| Timelo Investment Management Inc. | 7,000 | $2.05M | 2.81% | −9,000−56.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,063 | $2.07M | 0.03% | −39−0.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 7,072 | $2.07M | 0.10% | +9+0.1% | Added |
| HF Advisory Group, LLC | 7,087 | $2.07M | 0.71% | +320+4.7% | Added |
| Beacon Pointe Advisors, LLC | 7,097 | $2.08M | 0.01% | +1,255+21.5% | Added |
| BKD Wealth Advisors, LLC | 7,101 | $2.08M | 0.04% | −8−0.1% | Reduced |
| Resources Investment Advisors, LLC. | 7,147 | $2.09M | 0.02% | +1,122+18.6% | Added |
| Cresset Asset Management, LLC | 7,247 | $2.12M | 0.01% | +963+15.3% | Added |
| Occudo Quantitative Strategies LP | 5,654 | $2.13M | 0.12% | +5,654 | New |
| AMG National Trust Bank | 7,300 | $2.14M | 0.05% | +3,348+84.7% | Added |
| Ami Investment Management Inc | 7,310 | $2.14M | 0.48% | +454+6.6% | Added |
| Ostrum Asset Management | 7,365 | $2.16M | 0.12% | −613−7.7% | Reduced |
| Oppenheimer Asset Management Inc. | 7,365 | $2.16M | 0.02% | +7,365 | New |
| Radnor Capital Management, LLC | 7,370 | $2.16M | 0.32% | 00.0% | Unchanged |
| Family Legacy, Inc. | 7,423 | $2.17M | 0.65% | −16−0.2% | Reduced |
| Unison Advisors LLC | 7,430 | $2.18M | 0.17% | +32+0.4% | Added |
| Dynamic Advisor Solutions LLC | 7,452 | $2.18M | 0.07% | +1,282+20.8% | Added |
| Laird Norton Trust Company, LLC | 7,477 | $2.19M | 0.05% | −852−10.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,544 | $2.21M | 0.08% | +112+1.5% | Added |
| Ieq Capital, LLC | 7,560 | $2.21M | 0.01% | −23,238−75.5% | Reduced |
| Clearstead Advisors, LLC | 7,613 | $2.23M | 0.02% | −236−3.0% | Reduced |
| Zurich Insurance Group Ltd | 7,700 | $2.25M | 0.02% | 00.0% | Unchanged |
| LMR Partners LLP | 7,887 | $2.31M | 0.02% | −10,000−55.9% | Reduced |
| Arnhold LLC | 7,899 | $2.31M | 0.17% | 00.0% | Unchanged |
| Community Bank, N.A. | 7,983 | $2.34M | 0.28% | +430+5.7% | Added |
| Eagle Rock Investment Company, LLC | 7,985 | $2.34M | 0.34% | −23−0.3% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $2.34M | 0.71% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 8,086 | $2.37M | 0.20% | −1,069−11.7% | Reduced |
| United Capital Financial Advisers, LLC | 8,128 | $2.38M | 0.01% | −636−7.3% | Reduced |
| Saudi Central Bank | 8,203 | $2.40M | 0.05% | +8,203 | New |
| E. Ohman J:or Asset Management AB | 8,297 | $2.43M | 0.06% | −350−4.0% | Reduced |
| Voya Financial Advisors, Inc. | 8,572 | $2.45M | 0.24% | +272+3.3% | Added |
| New Age Alpha Advisors, LLC | 8,487 | $2.48M | 0.12% | −265−3.0% | Reduced |
| Metis Global Partners, LLC | 8,609 | $2.52M | 0.06% | −908−9.5% | Reduced |
| Kestra Private Wealth Services, LLC | 8,622 | $2.52M | 0.03% | +571+7.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,662 | $2.54M | 0.01% | −19,095−68.8% | Reduced |
| Benedict Financial Advisors Inc | 8,705 | $2.55M | 0.53% | −189−2.1% | Reduced |
| Groupama Asset Managment | 8,757 | $2.56M | 0.04% | +333+4.0% | Added |
| Andra AP-fonden | 8,840 | $2.59M | 0.03% | +8,840 | New |
| Keybank National Association | 8,847 | $2.59M | 0.01% | −257−2.8% | Reduced |
| Siemens Fonds Invest GmbH | 8,936 | $2.62M | 0.15% | −11−0.1% | Reduced |
| Boston Private Wealth LLC | 8,938 | $2.62M | 0.17% | −7,762−46.5% | Reduced |
| MAI Capital Management | 9,021 | $2.64M | 0.01% | −35,491−79.7% | Reduced |
| VCI Wealth Management LLC | 9,157 | $2.68M | 0.74% | −148−1.6% | Reduced |
| Twin City Private Wealth, LLC | 9,159 | $2.68M | 2.03% | +4,392+92.1% | Added |
| Empirical Finance, LLC | 9,226 | $2.70M | 0.13% | −15−0.2% | Reduced |
| Rench Wealth Management, Inc. | 9,270 | $2.71M | 0.82% | −741−7.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 9,413 | $2.76M | 0.08% | −272−2.8% | Reduced |
| Vontobel Holding Ltd. | 9,453 | $2.77M | 0.01% | +2,611+38.2% | Added |
| Stephens Inc | 9,498 | $2.78M | 0.03% | +326+3.6% | Added |
| AG2R la Mondiale Gestion D'Actifs | 9,527 | $2.79M | 0.13% | +126+1.3% | Added |
| Atlantic Union Bankshares Corp | 9,539 | $2.79M | 0.05% | −641−6.3% | Reduced |
| Hancock Whitney Corp | 9,053 | $2.80M | 0.05% | +855+10.4% | Added |
| Northwest & Ethical Investments L.P. | 9,553 | $2.80M | 0.06% | −2,521−20.9% | Reduced |
| Winmill & Co. Inc | 9,600 | $2.81M | 0.81% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 9,624 | $2.82M | 0.06% | −20,512−68.1% | Reduced |
| Ninety One SA (PTY) Ltd | 9,711 | $2.83M | 0.12% | +453+4.9% | Added |
| Vise Technologies, Inc. | 8,088 | $2.84M | 0.06% | 00.0% | Unchanged |