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 |
|---|---|---|---|---|---|
| Virtue Capital Management, LLC | 1,217 | $346.6K | 0.05% | +237+24.2% | Added |
| Marathon Capital Management | 1,190 | $348.4K | 0.08% | +200+20.2% | Added |
| Wesbanco Bank Inc | 1,195 | $349.8K | 0.01% | −52−4.2% | Reduced |
| Highland Capital Management, LLC | 1,200 | $351.3K | 0.02% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 1,200 | $351.3K | 0.18% | +100+9.1% | Added |
| Camden Capital, LLC | 1,205 | $352.9K | 0.02% | +612+103.2% | Added |
| Dearborn Partners LLC | 1,208 | $353.6K | 0.02% | −73−5.7% | Reduced |
| Pathfinder Wealth Consulting, Inc. | 1,216 | $356.0K | 0.23% | +1,216 | New |
| NorthRock Partners, LLC | 1,232 | $360.7K | 0.01% | +499+68.1% | Added |
| Donaldson Capital Management, LLC | 1,234 | $361.2K | 0.01% | 00.0% | Unchanged |
| Wheelhouse Advisory Group LLC | 1,237 | $362.1K | 0.12% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,242 | $363.5K | 0.01% | −254−17.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,250 | $365.9K | 0.07% | +190+17.9% | Added |
| China Universal Asset Management Co., Ltd. | 1,250 | $365.9K | 0.03% | −750−37.5% | Reduced |
| Shufro Rose & Co LLC | 1,250 | $365.9K | 0.02% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 1,260 | $368.9K | 0.00% | +1,260 | New |
| SeaCrest Wealth Management, LLC | 1,267 | $370.9K | 0.04% | −71−5.3% | Reduced |
| J Hagan Capital, Inc. | 1,268 | $371.2K | 0.20% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 1,291 | $377.9K | 0.00% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 1,260 | $378.8K | 0.01% | −24−1.9% | Reduced |
| Dodge & Cox | 1,300 | $380.6K | 0.00% | 00.0% | Unchanged |
| Walker Financial Services, Inc. | 1,302 | $381.2K | 0.13% | +1,302 | New |
| Finward Bancorp | 1,303 | $381.5K | 0.30% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 1,310 | $383.5K | 0.25% | +15+1.2% | Added |
| Gateway Wealth Partners, LLC | 1,311 | $383.9K | 0.01% | +1,311 | New |
| Inscription Capital, LLC | 1,313 | $384.4K | 0.04% | +1,313 | New |
| Everhart Financial Group, Inc. | 1,317 | $385.6K | 0.03% | −733−35.8% | Reduced |
| St Germain D J Co Inc | 1,326 | $388.2K | 0.02% | −9−0.7% | Reduced |
| Great Valley Advisor Group, Inc. | 1,330 | $389.8K | 0.01% | −764−36.5% | Reduced |
| Private Trust Co NA | 1,332 | $389.9K | 0.03% | −80−5.7% | Reduced |
| Taylor Hoffman Capital Management LLC | 1,336 | $391.1K | 0.12% | −3−0.2% | Reduced |
| Avise Financial Cooperative, Inc. | 1,336 | $391.1K | 0.32% | +48+3.7% | Added |
| Gratus Wealth Advisors, LLC | 1,343 | $393.2K | 0.06% | −83−5.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,345 | $393.7K | 0.01% | −144−9.7% | Reduced |
| Confluence Wealth Services, Inc. | 1,346 | $394.0K | 0.02% | −41−3.0% | Reduced |
| Richwood Investment Advisors, LLC | 1,347 | $394.3K | 0.30% | −95−6.6% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,348 | $394.6K | 0.09% | +2+0.1% | Added |
| Evolve Private Wealth, LLC | 1,350 | $395.1K | 0.02% | −298−18.1% | Reduced |
| Two Sigma Securities, LLC | 1,367 | $400.2K | 0.05% | −415−23.3% | Reduced |
| Centaurus Financial, Inc. | 1,378 | $403.0K | 0.02% | −322−18.9% | Reduced |
| Crestwood Advisors Group LLC | 1,385 | $405.3K | 0.01% | −56−3.9% | Reduced |
| PFG Investments, LLC | 1,388 | $406.4K | 0.02% | +13+0.9% | Added |
| Nilsine Partners, LLC | 1,142 | $406.5K | 0.03% | −817−41.7% | Reduced |
| Oregon Pacific Wealth Management, LLC | 1,391 | $407.2K | 0.42% | −16−1.1% | Reduced |
| HORAN Wealth, LLC | 1,208 | $407.6K | 0.04% | −5−0.4% | Reduced |
| Krilogy Financial LLC | 1,295 | $409.1K | 0.01% | −1,176−47.6% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 1,398 | $409.3K | 0.13% | +8+0.6% | Added |
| Centurion Wealth Management LLC | 1,399 | $409.6K | 0.09% | +10+0.7% | Added |
| Delta Investment Management, LLC | 1,405 | $411.3K | 0.07% | −27,287−95.1% | Reduced |
| Prospera Financial Services Inc | 1,405 | $412.8K | 0.01% | +158+12.7% | Added |
| Salem Investment Counselors Inc | 1,411 | $413.1K | 0.01% | +101+7.7% | Added |
| RMB Capital Management, LLC | 1,419 | $415.5K | 0.01% | −20−1.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,423 | $416.6K | 0.03% | −540−27.5% | Reduced |
| Jacobi Capital Management LLC | 1,439 | $421.3K | 0.02% | −192−11.8% | Reduced |
| J.W. Cole Advisors, Inc. | 1,441 | $422.0K | 0.01% | −202−12.3% | Reduced |
| Pictet & Cie (Europe) SA | 1,453 | $425.4K | 0.01% | +228+18.6% | Added |
| Michael B. Yongue | 1,461 | $427.7K | 0.31% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,463 | $428.4K | 0.07% | +30+2.1% | Added |
| Miracle Mile Advisors, LLC | 1,466 | $429.0K | 0.01% | +237+19.3% | Added |
| Miller Global Investments, LLC | 1,471 | $430.6K | 0.39% | −14−0.9% | Reduced |
| Verum Partners LLC | 1,476 | $432.0K | 0.08% | +1,476 | New |
| Good Harbor Advisors, Inc. | 1,477 | $432.4K | 0.47% | 00.0% | Unchanged |
| Narwhal Capital Management | 1,478 | $432.7K | 0.03% | 00.0% | Unchanged |
| Ascent Group, LLC | 1,478 | $432.7K | 0.01% | −1,710−53.6% | Reduced |
| Permanens Capital L.P. | 1,479 | $433.0K | 0.06% | −1,067−41.9% | Reduced |
| Eads & Heald Wealth Management | 1,480 | $433.3K | 0.22% | −28−1.9% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,483 | $434.1K | 0.10% | +1,483 | New |
| Independence Wealth Advisors, LLC | 1,495 | $437.6K | 0.23% | +147+10.9% | Added |
| Hantz Financial Services, Inc. | 1,497 | $438.0K | 0.01% | +433+40.7% | Added |
| Glenview Trust Co | 1,502 | $439.7K | 0.01% | −76−4.8% | Reduced |
| Chiron Capital Management, LLC | 1,502 | $439.7K | 0.45% | +1,502 | New |
| Avantra Family Wealth, Inc. | 1,503 | $440.0K | 0.33% | +1,503 | New |
| Supplemental Annuity Collective Trust of NJ | 1,505 | $440.6K | 0.12% | +1,505 | New |
| PCM Encore, LLC | 1,509 | $441.8K | 0.09% | −29−1.9% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 1,511 | $442.3K | 0.68% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 1,359 | $445.1K | 0.06% | −1,184−46.6% | Reduced |
| Optimize Financial Inc | 1,530 | $447.9K | 0.22% | +1,530 | New |
| Fidelis Capital Partners, LLC | 1,538 | $450.3K | 0.03% | −40−2.5% | Reduced |
| Allworth Financial LP | 1,539 | $450.6K | 0.00% | −203−11.7% | Reduced |
| Regions Financial Corp | 1,540 | $450.8K | 0.00% | −586−27.6% | Reduced |
| First Bank & Trust | 1,542 | $451.4K | 0.07% | +563+57.5% | Added |
| Deseret Mutual Benefit Administrators | 1,544 | $452.0K | 0.15% | +726+88.8% | Added |
| Sigma Planning Corp | 1,553 | $454.7K | 0.01% | −19−1.2% | Reduced |
| VisionPoint Advisory Group, LLC | 1,558 | $456.2K | 0.09% | +15+1.0% | Added |
| Perpetual Ltd | 1,562 | $457.3K | 0.01% | +62+4.1% | Added |
| Wedmont Private Capital | 1,437 | $457.4K | 0.01% | −476−24.9% | Reduced |
| Marex Group plc | 1,565 | $458.2K | 0.00% | +395+33.8% | Added |
| Edgestream Partners, L.P. | 1,572 | $460.2K | 0.02% | +535+51.6% | Added |
| Boothbay Fund Management, LLC | 1,574 | $460.8K | 0.01% | +1,574 | New |
| 1st Source Bank | 1,593 | $466.4K | 0.02% | −40−2.4% | Reduced |
| AdvisorShares Investments LLC | 1,600 | $468.4K | 0.09% | +200+14.3% | Added |
| CVFG LLC | 1,612 | $471.9K | 0.06% | +74+4.8% | Added |
| Oslo Pensjonsforsikring AS | 1,613 | $472.2K | 0.07% | +1,613 | New |
| LOM Asset Management Ltd | 1,631 | $477.5K | 0.14% | −250−13.3% | Reduced |
| Founders Grove Wealth Partners, LLC | 1,631 | $477.5K | 0.11% | −87−5.1% | Reduced |
| Alliance Wealth Advisors, LLC | 1,638 | $479.5K | 0.23% | +744+83.2% | Added |
| Ruggaard & Associates LLC | 1,644 | $481.3K | 0.19% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,646 | $482.0K | 0.03% | +290+21.4% | Added |
| Fortress Private Ledger, LLC | 1,656 | $484.9K | 0.15% | +109+7.0% | Added |
| Canandaigua National Corp | 1,661 | $486.3K | 0.04% | +1,661 | New |