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 |
|---|---|---|---|---|---|
| Ofi Invest Asset Management | 807 | $205.0K | 0.00% | +161+24.9% | Added |
| FSM Wealth Advisors, LLC | 702 | $205.4K | 0.03% | −118−14.4% | Reduced |
| Samalin Investment Counsel, LLC | 704 | $206.0K | 0.07% | −24−3.3% | Reduced |
| CVA Family Office, LLC | 704 | $206.1K | 0.02% | +86+13.9% | Added |
| Wellington Grp LLC | 704 | $206.1K | 0.06% | +436+162.7% | Added |
| Keynote Financial Services LLC | 705 | $206.4K | 0.11% | −30−4.1% | Reduced |
| Dean Investment Associates, LLC | 706 | $206.7K | 0.03% | −10−1.4% | Reduced |
| 3Chopt Investment Partners, LLC | 708 | $207.3K | 0.05% | +119+20.2% | Added |
| Verdad Advisers, LP | 709 | $207.6K | 0.23% | +709 | New |
| Intelligence Driven Advisers, LLC | 709 | $207.6K | 0.04% | +709 | New |
| Platform Technology Partners | 715 | $209.3K | 0.04% | +715 | New |
| BNP Paribas | 716 | $209.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 717 | $209.9K | 0.02% | +40+5.9% | Added |
| IHT Wealth Management, LLC | 717 | $209.9K | 0.00% | +6+0.8% | Added |
| A4 Wealth Advisors LLC | 719 | $210.5K | 0.17% | +719 | New |
| Bridgewater Advisors Inc. | 528 | $211.0K | 0.01% | −64−10.8% | Reduced |
| Strategic Financial Services, Inc, | 725 | $212.2K | 0.01% | 00.0% | Unchanged |
| Tamar Securities, LLC | 725 | $212.3K | 0.02% | −86,681−99.2% | Reduced |
| East Coast Asset Management, LLC. | 730 | $213.7K | 0.07% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 732 | $214.3K | 0.04% | +732 | New |
| SwitchPoint Financial Planning, LLC | 733 | $214.5K | 0.15% | +7+1.0% | Added |
| Twin Capital Management Inc | 735 | $215.2K | 0.03% | −1,422−65.9% | Reduced |
| Defiance ETFs, LLC | 737 | $215.8K | 0.00% | +737 | New |
| Belpointe Asset Management LLC | 738 | $216.1K | 0.01% | +137+22.8% | Added |
| Lynch Investment Planning, LLC | 739 | $216.2K | 0.19% | −15−2.0% | Reduced |
| Sovran Advisors, LLC | 575 | $216.5K | 0.02% | −33−5.4% | Reduced |
| Stratos Wealth Advisors, LLC | 740 | $216.6K | 0.01% | −482−39.4% | Reduced |
| Harbor Group, Inc. | 741 | $217.0K | 0.03% | +4+0.5% | Added |
| Capital Analysts, LLC | 743 | $218.0K | 0.01% | −29−3.8% | Reduced |
| Nomura Holdings Inc | 749 | $219.3K | 0.00% | +749 | New |
| Fort Point Capital Partners LLC | 752 | $220.1K | 0.03% | +84+12.6% | Added |
| Daymark Wealth Partners, LLC | 754 | $220.7K | 0.01% | +754 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 758 | $221.8K | 0.01% | +151+24.9% | Added |
| Freestone Capital Holdings, LLC | 761 | $222.8K | 0.01% | +7+0.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 763 | $223.2K | 0.02% | −34−4.3% | Reduced |
| Latitude Advisors, LLC | 765 | $223.8K | 0.10% | −79−9.4% | Reduced |
| AssuredPartners Investment Advisors, LLC | 742 | $224.6K | 0.02% | +47+6.8% | Added |
| Wealthspire Advisors, LLC | 767 | $224.6K | 0.00% | −2,123−73.5% | Reduced |
| Altfest L J & Co Inc | 767 | $224.6K | 0.02% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 771 | $226.0K | 0.11% | −334−30.2% | Reduced |
| Schnieders Capital Management, LLC. | 776 | $227.2K | 0.04% | −15−1.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 776 | $227.2K | 0.01% | 00.0% | Unchanged |
| Magnetar Financial LLC | 799 | $227.5K | 0.00% | +799 | New |
| Alpha Omega Wealth Management LLC | 780 | $228.3K | 0.04% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 780 | $228.3K | 0.03% | +780 | New |
| Hibernia Wealth Partners, LLC | 781 | $228.5K | 0.07% | +24+3.2% | Added |
| Generali Investments, Management Co LLC | 782 | $228.9K | 0.05% | −290−27.1% | Reduced |
| Patton Albertson Miller Group, LLC | 782 | $228.9K | 0.03% | −17−2.1% | Reduced |
| Choate Investment Advisors | 782 | $228.9K | 0.00% | +19+2.5% | Added |
| Capital Investment Advisory Services, LLC | 784 | $229.4K | 0.02% | +2+0.3% | Added |
| Red Door Wealth Management, LLC | 785 | $229.8K | 0.02% | −1−0.1% | Reduced |
| Manchester Capital Management LLC | 788 | $230.7K | 0.03% | −93−10.6% | Reduced |
| TIAA Wealth Investment Management LLC | 789 | $231.0K | 0.00% | +789 | New |
| Cary Street Partner Investment Advisory LLC | 790 | $231.3K | 0.06% | +27+3.5% | Added |
| Pettinga Financial Advisors, LLC | 791 | $231.7K | 0.04% | −21−2.6% | Reduced |
| Bank of Nova Scotia Trust Co | 793 | $232.2K | 0.02% | −184−18.8% | Reduced |
| Fulton Breakefield Broenniman LLC | 796 | $233.0K | 0.02% | −29−3.5% | Reduced |
| Basepoint Wealth LLC | 796 | $233.2K | 0.13% | +3+0.4% | Added |
| Lakeridge Wealth Management LLC | 797 | $233.2K | 0.10% | +5+0.6% | Added |
| Impact Investors, Inc | 798 | $233.8K | 0.16% | −696−46.6% | Reduced |
| DLK Investment Management, LLC | 800 | $234.2K | 0.09% | 00.0% | Unchanged |
| Centiva Capital, LP | 800 | $234.2K | 0.01% | +29+3.8% | Added |
| Beck Mack & Oliver LLC | 801 | $234.5K | 0.00% | −142−15.1% | Reduced |
| Aegis Wealth Management LLC | 802 | $234.8K | 0.13% | +802 | New |
| Plato Investment Management Ltd | 803 | $235.2K | 0.02% | −2,107−72.4% | Reduced |
| Clark Capital Management Group, Inc. | 806 | $235.9K | 0.00% | −38−4.5% | Reduced |
| SageView Advisory Group, LLC | 806 | $236.1K | 0.01% | +243+43.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 807 | $236.3K | 0.02% | −111−12.1% | Reduced |
| Atlas Wealth LLC | 810 | $237.1K | 0.07% | 00.0% | Unchanged |
| Campion Asset Management LLC | 816 | $238.9K | 0.16% | −79−8.8% | Reduced |
| Torrey Growth & Income Advisors | 826 | $238.9K | 0.10% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 817 | $239.2K | 0.01% | −4,685−85.2% | Reduced |
| Trust Point Inc. | 818 | $239.5K | 0.02% | −41−4.8% | Reduced |
| Colonial Trust Co | 820 | $240.0K | 0.03% | −124−13.1% | Reduced |
| Optas, LLC | 826 | $241.8K | 0.04% | +826 | New |
| Alta Advisers Ltd | 831 | $243.3K | 0.09% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 834 | $244.2K | 0.01% | −407−32.8% | Reduced |
| Facet Wealth, Inc. | 836 | $244.7K | 0.00% | −36−4.1% | Reduced |
| Signet Financial Management, LLC | 837 | $245.2K | 0.03% | +28+3.5% | Added |
| Private Wealth Asset Management, LLC | 842 | $246.5K | 0.03% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 844 | $247.1K | 0.00% | −456−35.1% | Reduced |
| Advisors Capital Management, LLC | 845 | $247.4K | 0.00% | −61−6.7% | Reduced |
| Accurate Wealth Management, LLC | 799 | $249.1K | 0.03% | +31+4.0% | Added |
| IFP Advisors, Inc | 851 | $249.1K | 0.01% | +76+9.8% | Added |
| Fulton Bank, N.A. | 860 | $251.8K | 0.01% | +5+0.6% | Added |
| Sound Income Strategies, LLC | 846 | $252.5K | 0.01% | −13−1.5% | Reduced |
| Caden Capital Partners, LP | 864 | $252.9K | 3.12% | +577+201.0% | Added |
| SJS Investment Consulting Inc. | 868 | $254.1K | 0.03% | +166+23.6% | Added |
| Crawford Investment Counsel Inc | 870 | $254.7K | 0.00% | +870 | New |
| Capital Asset Advisory Services LLC | 798 | $254.8K | 0.01% | −111−12.2% | Reduced |
| Atomi Financial Group, Inc. | 872 | $255.1K | 0.01% | −188−17.7% | Reduced |
| Chapman Financial Group, LLC | 877 | $256.7K | 0.18% | −40−4.4% | Reduced |
| Kathmere Capital Management, LLC | 879 | $257.2K | 0.02% | −749−46.0% | Reduced |
| Retirement Planning Group, LLC | 888 | $259.9K | 0.17% | +6+0.7% | Added |
| Signal Advisors Wealth, LLC | 889 | $260.2K | 0.02% | −6,716−88.3% | Reduced |
| Howard Capital Management Inc. | 891 | $260.8K | 0.00% | −3,836−81.2% | Reduced |
| Gladstone Institutional Advisory LLC | 893 | $261.7K | 0.01% | +147+19.7% | Added |
| Elser Financial Planning, Inc | 873 | $261.7K | 0.01% | −21−2.3% | Reduced |
| Laurel Oak Wealth Management, LLC | 896 | $262.3K | 0.04% | −71−7.3% | Reduced |
| 111 Capital | 898 | $262.9K | 0.06% | +898 | New |