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 |
|---|---|---|---|---|---|
| Catalyst Financial Partners LLC | 901 | $263.8K | 0.03% | +57+6.8% | Added |
| RiverFront Investment Group, LLC | 901 | $263.8K | 0.00% | +63+7.5% | Added |
| Americana Partners, LLC | 904 | $264.6K | 0.01% | −345−27.6% | Reduced |
| Palisades Hudson Asset Management, L.P. | 906 | $265.0K | 0.10% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 907 | $265.5K | 0.06% | 00.0% | Unchanged |
| Claro Advisors LLC | 908 | $265.9K | 0.03% | −131−12.6% | Reduced |
| Everett Harris & Co | 911 | $266.7K | 0.00% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 911 | $266.7K | 0.01% | +1+0.1% | Added |
| Frec Markets, Inc. | 912 | $267.0K | 0.05% | −1,136−55.5% | Reduced |
| Hilltop Partners LLC | 914 | $267.7K | 0.07% | +45+5.2% | Added |
| First Financial Bank - Trust Division | 916 | $268.2K | 0.02% | −9−1.0% | Reduced |
| Circle Wealth Management, LLC | 920 | $269.3K | 0.00% | −31−3.3% | Reduced |
| HBK Sorce Advisory LLC | 714 | $269.9K | 0.01% | −80−10.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 923 | $270.2K | 0.01% | +266+40.5% | Added |
| Moneta Group Investment Advisors LLC | 923 | $270.3K | 0.00% | +3+0.3% | Added |
| Qtron Investments LLC | 924 | $270.5K | 0.04% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 930 | $272.2K | 0.03% | +870+1,450.0% | Added |
| Regatta Capital Group, LLC | 934 | $273.3K | 0.04% | +50+5.7% | Added |
| Farmers Trust Co | 935 | $273.7K | 0.04% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 938 | $274.5K | 0.04% | +15+1.6% | Added |
| Central Trust Co | 939 | $274.9K | 0.01% | −105−10.1% | Reduced |
| Global Trust Asset Management, LLC | 945 | $276.6K | 0.11% | −93−9.0% | Reduced |
| Benchmark Investment Advisors LLC | 945 | $276.7K | 0.16% | +945 | New |
| Naviter Wealth, LLC | 945 | $276.7K | 0.03% | −350−27.0% | Reduced |
| Systematic Alpha Investments, LLC | 947 | $277.2K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 947 | $277.2K | 0.28% | +947 | New |
| Cornerstone Wealth Management, LLC | 948 | $277.4K | 0.01% | +13+1.4% | Added |
| Resonant Capital Advisors, LLC | 949 | $277.8K | 0.01% | −213−18.3% | Reduced |
| Cornerstone Wealth Group, LLC | 849 | $278.7K | 0.02% | +849 | New |
| Accredited Investors Inc. | 953 | $279.0K | 0.02% | 00.0% | Unchanged |
| DV Trading LLC | 964 | $282.2K | 0.03% | +684+244.3% | Added |
| Oath Planning, LLC | 965 | $282.6K | 0.25% | +5+0.5% | Added |
| Federated Hermes, Inc. | 966 | $282.8K | 0.00% | −225−18.9% | Reduced |
| Hengehold Capital Management LLC | 967 | $283.0K | 0.02% | +1+0.1% | Added |
| Simplicity Wealth,LLC | 967 | $283.2K | 0.02% | −253−20.7% | Reduced |
| Vega Investment Solutions | 969 | $283.7K | 0.07% | −31−3.1% | Reduced |
| First Financial Corp | 971 | $284.3K | 0.11% | 00.0% | Unchanged |
| Sara-Bay Financial | 972 | $284.6K | 0.09% | −100−9.3% | Reduced |
| GTS Securities LLC | 975 | $285.4K | 0.01% | −1,577−61.8% | Reduced |
| Colonial River Wealth Management, LLC | 978 | $286.2K | 0.10% | +120+14.0% | Added |
| Asset One Wealth Management LLC | 878 | $288.1K | 0.03% | +878 | New |
| Solidarilty Wealth, LLC | 987 | $288.9K | 0.06% | −3,100−75.9% | Reduced |
| Winebrenner Capital Management LLC | 991 | $290.1K | 0.19% | 00.0% | Unchanged |
| Wealthquest Corp | 992 | $290.4K | 0.02% | −84−7.8% | Reduced |
| Premier Path Wealth Partners, LLC | 993 | $290.8K | 0.04% | +144+17.0% | Added |
| Gryphon Financial Partners LLC | 999 | $292.5K | 0.03% | −82−7.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,002 | $293.2K | 0.02% | −9−0.9% | Reduced |
| Midwest Trust Co | 1,007 | $294.8K | 0.00% | +109+12.1% | Added |
| Savvy Advisors, Inc. | 1,013 | $296.7K | 0.01% | +34+3.5% | Added |
| Daytona Street Capital LLC | 1,000 | $297.0K | 0.24% | +1,000 | New |
| Natural Investments, LLC | 1,015 | $297.0K | 0.07% | −3−0.3% | Reduced |
| Claris Financial LLC | 1,023 | $299.6K | 0.16% | +3+0.3% | Added |
| Douglass Winthrop Advisors, LLC | 1,025 | $300.1K | 0.01% | −100−8.9% | Reduced |
| Ballentine Partners, LLC | 1,028 | $301.1K | 0.00% | −374−26.7% | Reduced |
| First Western Trust Bank | 1,029 | $301.2K | 0.02% | +100+10.8% | Added |
| Conning Inc. | 1,031 | $301.8K | 0.01% | −153−12.9% | Reduced |
| Romano Brothers and Company | 1,036 | $303.3K | 0.03% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,037 | $303.6K | 0.03% | +91+9.6% | Added |
| Independence Bank of Kentucky | 1,038 | $303.9K | 0.04% | −8−0.8% | Reduced |
| Kelly Financial Group LLC | 1,040 | $304.4K | 0.08% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 1,041 | $304.8K | 0.17% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 1,042 | $305.0K | 0.10% | −10−1.0% | Reduced |
| Buckingham Strategic Partners | 1,054 | $305.8K | 0.00% | −2,634−71.4% | Reduced |
| King Wealth | 1,046 | $306.0K | 0.04% | −41−3.8% | Reduced |
| Cim Investment Mangement Inc | 1,048 | $306.8K | 0.08% | −5−0.5% | Reduced |
| Whalen Wealth Management Inc. | 1,064 | $311.5K | 0.17% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 1,066 | $312.1K | 0.01% | −38−3.4% | Reduced |
| Kuhn & Co Investment Counsel | 1,067 | $312.4K | 0.20% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,070 | $313.2K | 0.07% | −46−4.1% | Reduced |
| Pallas Capital Advisors LLC | 1,078 | $315.7K | 0.01% | −1,771−62.2% | Reduced |
| Ellevest, Inc. | 1,079 | $315.9K | 0.04% | −603−35.9% | Reduced |
| MCF Advisors LLC | 1,079 | $315.9K | 0.01% | +35+3.4% | Added |
| Fox Run Management, L.L.C. | 1,110 | $316.1K | 0.06% | +1,110 | New |
| Client 1st Advisory Group, LLC | 1,081 | $316.5K | 0.10% | −64−5.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,084 | $317.3K | 0.11% | −197−15.4% | Reduced |
| Prudent Man Advisors, LLC | 1,101 | $322.3K | 0.10% | +382+53.1% | Added |
| Willner & Heller, LLC | 1,102 | $322.7K | 0.24% | +6+0.5% | Added |
| Fielder Capital Group LLC | 1,103 | $322.9K | 0.07% | −113−9.3% | Reduced |
| Heritage Wealth Management, Inc. | 1,106 | $323.8K | 0.16% | −90−7.5% | Reduced |
| Haverford Trust Co | 1,107 | $324.1K | 0.00% | −3−0.3% | Reduced |
| Balentine LLC | 1,114 | $326.1K | 0.01% | +3+0.3% | Added |
| Sagespring Wealth Partners, LLC | 1,118 | $327.3K | 0.01% | −223−16.6% | Reduced |
| Cardiff Park Advisors, LLC | 1,118 | $327.3K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,118 | $327.4K | 0.01% | −296−20.9% | Reduced |
| Tempo Wealth, LLC | 1,120 | $328.0K | 0.06% | +6+0.5% | Added |
| Evergreen Capital Management LLC | 1,121 | $328.2K | 0.01% | +13+1.2% | Added |
| Smithbridge Asset Management Inc | 1,125 | $329.3K | 0.05% | −1,292−53.5% | Reduced |
| Versant Capital Management, Inc | 1,128 | $330.2K | 0.03% | +732+184.8% | Added |
| National Asset Management, Inc. | 1,167 | $332.2K | 0.02% | −28−2.3% | Reduced |
| Evermay Wealth Management LLC | 1,142 | $334.3K | 0.04% | −73−6.0% | Reduced |
| Perigon Wealth Management, LLC | 1,142 | $334.3K | 0.01% | −229−16.7% | Reduced |
| Mirabella Financial Services LLP | 1,143 | $334.6K | 0.03% | +1,143 | New |
| Clear Harbor Asset Management, LLC | 1,144 | $334.9K | 0.02% | −2,030−64.0% | Reduced |
| Quantitative Investment Management, LLC | 1,146 | $335.0K | 0.03% | +1,146 | New |
| Weinberger Asset Management, Inc | 1,150 | $336.6K | 0.13% | −30−2.5% | Reduced |
| Middleton & Co Inc | 1,150 | $336.7K | 0.04% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 1,153 | $337.5K | 0.08% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 1,154 | $338.0K | 0.00% | −40−3.4% | Reduced |
| XTX Topco Ltd | 1,170 | $342.5K | 0.01% | −2,509−68.2% | Reduced |
| Insigneo Advisory Services, LLC | 1,182 | $346.0K | 0.02% | −16−1.3% | Reduced |