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 |
|---|---|---|---|---|---|
| Wall Street Financial Group, Inc. | 160 | $46.8K | 0.03% | +160 | New |
| Financial Consulate, Inc | 162 | $47.5K | 0.01% | +6+3.8% | Added |
| GW&K Investment Management, LLC | 165 | $48.0K | 0.00% | −27−14.1% | Reduced |
| First Command Advisory Services, Inc. | 167 | $48.9K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 170 | $49.8K | 0.00% | +170 | New |
| Harbor Investment Advisory, LLC | 182 | $53.3K | 0.00% | −309−62.9% | Reduced |
| Spire Wealth Management | 192 | $56.2K | 0.00% | −5−2.5% | Reduced |
| UMA Financial Services, Inc. | 195 | $57.1K | 0.01% | −11−5.3% | Reduced |
| Ogorek Anthony Joseph | 198 | $58.0K | 0.02% | −4−2.0% | Reduced |
| Ramirez Asset Management, Inc. | 200 | $58.5K | 0.01% | −150−42.9% | Reduced |
| Colonial Trust Advisors | 200 | $58.5K | 0.00% | −69−25.7% | Reduced |
| Quarry LP | 200 | $58.5K | 0.01% | +180+900.0% | Added |
| Bayforest Capital Ltd | 204 | $59.7K | 0.07% | +204 | New |
| Abound Financial, LLC | 215 | $62.8K | 0.03% | −10−4.4% | Reduced |
| Cohen & Steers, Inc. | 220 | $64.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 220 | $64.4K | 0.01% | +20+10.0% | Added |
| Pinnacle Bancorp, Inc. | 226 | $66.2K | 0.02% | +111+96.5% | Added |
| Kozak & Associates, Inc. | 213 | $67.2K | 0.01% | +1+0.5% | Added |
| Atlantic Trust, LLC | 233 | $68.2K | 0.01% | −25−9.7% | Reduced |
| Salomon & Ludwin, LLC | 229 | $68.9K | 0.01% | −36−13.6% | Reduced |
| Evolution Advisers, Inc. | 236 | $69.0K | 0.03% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 238 | $69.6K | 0.02% | +4+1.7% | Added |
| Bank of Jackson Hole Trust | 241 | $70.6K | 0.03% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 241 | $70.6K | 0.06% | +212+731.0% | Added |
| HFM Investment Advisors, LLC | 244 | $71.6K | 0.03% | −9−3.6% | Reduced |
| Capital Advisors, Ltd. LLC | 250 | $73.0K | 0.01% | −12−4.6% | Reduced |
| Monetary Management Group Inc | 250 | $73.2K | 0.02% | 00.0% | Unchanged |
| Capula Management Ltd | 250 | $73.2K | 0.00% | +250 | New |
| Rothschild Investment LLC | 254 | $74.4K | 0.00% | −6−2.3% | Reduced |
| MV Capital Management, Inc. | 257 | $75.2K | 0.01% | −48−15.7% | Reduced |
| Silvant Capital Management LLC | 257 | $75.2K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 258 | $75.5K | 0.03% | +258 | New |
| Oakworth Capital, Inc. | 264 | $77.3K | 0.00% | −37−12.3% | Reduced |
| Rossby Financial, LCC | 262 | $78.2K | 0.02% | +106+67.9% | Added |
| Mather Group, LLC. | 271 | $79.4K | 0.00% | +271 | New |
| Smithfield Trust Co | 272 | $80.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 275 | $80.5K | 0.01% | −562−67.1% | Reduced |
| Trust Co | 275 | $80.5K | 0.01% | +25+10.0% | Added |
| Harbor Asset Planning, Inc. | 276 | $80.8K | 0.07% | 00.0% | Unchanged |
| Valley National Advisers Inc | 277 | $81.0K | 0.01% | +14+5.3% | Added |
| Caldwell Trust Co | 280 | $82.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 282 | $82.6K | 0.02% | 00.0% | Unchanged |
| Mechanics Financial Corp | 300 | $87.8K | 0.04% | 00.0% | Unchanged |
| EFG International AG | 304 | $89.0K | 0.00% | −3,435−91.9% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 311 | $91.0K | 0.09% | 00.0% | Unchanged |
| Hilltop National Bank | 324 | $94.9K | 0.02% | +61+23.2% | Added |
| First Horizon Corp | 341 | $99.8K | 0.00% | −364−51.6% | Reduced |
| Covestor Ltd | 342 | $100.0K | 0.07% | −365−51.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 346 | $101.3K | 0.00% | +346 | New |
| Archer Investment Corp | 348 | $102.0K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 349 | $102.2K | 0.01% | 00.0% | Unchanged |
| American National Bank | 350 | $102.5K | 0.01% | −50−12.5% | Reduced |
| Curat Global, LLC | 350 | $102.5K | 0.10% | −200−36.4% | Reduced |
| HM Payson & Co | 370 | $108.3K | 0.00% | −67−15.3% | Reduced |
| Global Assets Advisory, LLC | 371 | $108.6K | 0.03% | +371 | New |
| Hartford Financial Management Inc. | 380 | $111.2K | 0.03% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 401 | $117.4K | 0.05% | −34−7.8% | Reduced |
| International Assets Investment Management, LLC | 100,061 | $118.9K | 0.01% | +100,061 | New |
| Kempen Capital Management N.V. | 414 | $121.2K | 0.00% | −280−40.3% | Reduced |
| Ancora Advisors, LLC | 414 | $121.2K | 0.00% | +150+56.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 423 | $124.0K | 0.00% | −149,681−99.7% | Reduced |
| Roxbury Financial LLC | 450 | $131.9K | 0.12% | +2+0.4% | Added |
| Miller Capital Partners, Inc. | 453 | $132.6K | 0.06% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 458 | $134.1K | 0.01% | −247−35.0% | Reduced |
| Tiaa Trust, National Association | 460 | $134.7K | 0.01% | −55,560−99.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 461 | $135.0K | 0.02% | +461 | New |
| AXS Investments LLC | 500 | $146.4K | 0.06% | −99−16.5% | Reduced |
| North Star Investment Management Corp. | 502 | $147.0K | 0.01% | −30−5.6% | Reduced |
| Prestige Wealth Management Group LLC | 505 | $147.9K | 0.03% | +13+2.6% | Added |
| City Holding Co | 515 | $150.8K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 522 | $152.8K | 0.03% | −15−2.8% | Reduced |
| Cache Advisors, LLC | 527 | $154.3K | 0.02% | +527 | New |
| Cromwell Holdings LLC | 542 | $158.7K | 0.09% | −207−27.6% | Reduced |
| CoreCap Advisors, LLC | 543 | $159.0K | 0.01% | −14−2.5% | Reduced |
| New England Capital Financial Advisors LLC | 547 | $160.0K | 0.04% | +3+0.6% | Added |
| Key Financial Inc | 562 | $164.5K | 0.03% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 571 | $167.2K | 0.04% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 584 | $171.0K | 0.18% | +265+83.1% | Added |
| United Community Bank | 585 | $171.3K | 0.06% | +19+3.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 604 | $177.0K | 0.05% | −121−16.7% | Reduced |
| Quent Capital, LLC | 605 | $177.1K | 0.01% | −318−34.5% | Reduced |
| Creative Financial Designs Inc | 615 | $180.1K | 0.01% | −7−1.1% | Reduced |
| Indiana Trust & Investment Management CO | 619 | $181.2K | 0.06% | 00.0% | Unchanged |
| Onefund, LLC | 609 | $181.7K | 0.12% | −59−8.8% | Reduced |
| AdvisorNet Financial, Inc | 621 | $181.8K | 0.01% | −329−34.6% | Reduced |
| DT Investment Partners, LLC | 644 | $188.5K | 0.02% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 666 | $195.0K | 0.02% | −272−29.0% | Reduced |
| Massmutual Trust Co FSB | 671 | $196.4K | 0.01% | −364−35.2% | Reduced |
| Medallion Wealth Advisors, LLC | 676 | $197.9K | 0.06% | −35−4.9% | Reduced |
| Basecamp Wealth Advisors LLC | 678 | $198.5K | 0.04% | −19−2.7% | Reduced |
| Alpine Woods Capital Investors, LLC | 684 | $200.1K | 0.05% | −3,388−83.2% | Reduced |
| Shoker Investment Counsel, Inc. | 688 | $201.4K | 0.06% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 688 | $201.4K | 0.19% | +1+0.1% | Added |
| Symphony Financial, Ltd. Co. | 693 | $201.7K | 0.03% | +693 | New |
| Sharkey, Howes & Javer | 694 | $203.2K | 0.03% | +694 | New |
| Adams Wealth Management | 695 | $203.5K | 0.04% | −306−30.6% | Reduced |
| CacheTech Inc. | 695 | $203.5K | 0.04% | −306−30.6% | Reduced |
| Forefront Wealth Partners, LLC | 695 | $203.5K | 0.09% | −23−3.2% | Reduced |
| Evoke Wealth, LLC | 695 | $203.7K | 0.00% | −189−21.4% | Reduced |
| Strategic Advisors LLC | 697 | $204.2K | 0.03% | −3−0.4% | Reduced |