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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 1,668 | $488.3K | 0.00% | −55−3.2% | Reduced |
| Burns Matteson Capital Management, LLC | 1,668 | $488.3K | 0.19% | −4−0.2% | Reduced |
| Change Path, LLC | 1,676 | $490.7K | 0.01% | −71−4.1% | Reduced |
| OpenArc Corporate Advisory, LLC | 1,689 | $494.5K | 0.01% | +210+14.2% | Added |
| Systematic Financial Management LP | 1,690 | $494.7K | 0.01% | −55−3.2% | Reduced |
| Detalus Advisors, LLC | 1,693 | $495.6K | 0.11% | +1+0.1% | Added |
| Wealth Alliance | 1,694 | $496.0K | 0.05% | +39+2.4% | Added |
| Brogan Financial, Inc. | 1,704 | $499.0K | 0.22% | +10+0.6% | Added |
| Keystone Financial Group | 1,624 | $501.2K | 0.03% | −300−15.6% | Reduced |
| InvesTrust | 1,716 | $502.4K | 0.21% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,730 | $506.5K | 0.04% | +72+4.3% | Added |
| Busey Wealth Management | 1,731 | $506.8K | 0.01% | −10−0.6% | Reduced |
| Taylor Financial Group, Inc. | 1,740 | $509.4K | 0.31% | −125−6.7% | Reduced |
| Oppenheimer & Co Inc | 1,740 | $509.4K | 0.01% | +1,740 | New |
| denkapparat Operations GmbH | 1,746 | $511.1K | 0.21% | −586−25.1% | Reduced |
| Aso Group Ltd | 1,748 | $512.0K | 0.22% | 00.0% | Unchanged |
| Plancorp, LLC | 1,661 | $517.5K | 0.01% | −170−9.3% | Reduced |
| Prelude Capital Management, LLC | 1,770 | $518.2K | 0.04% | −3,148−64.0% | Reduced |
| Centric Wealth Management | 1,400 | $520.7K | 0.10% | −16−1.1% | Reduced |
| PDS Planning, Inc | 1,801 | $527.2K | 0.03% | −97−5.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,820 | $532.8K | 0.00% | +1+0.1% | Added |
| Perennial Investment Advisors, LLC | 1,828 | $535.1K | 0.04% | −118−6.1% | Reduced |
| Exencial Wealth Advisors, LLC | 1,834 | $536.9K | 0.02% | −112−5.8% | Reduced |
| Indivisible Partners | 1,838 | $538.2K | 0.05% | +138+8.1% | Added |
| Bryn Mawr Trust Co | 1,846 | $540.4K | 0.01% | +225+13.9% | Added |
| Fisher Asset Management, LLC | 1,846 | $540.6K | 0.00% | +556+43.1% | Added |
| Garde Capital, Inc. | 1,850 | $541.6K | 0.03% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 1,850 | $541.6K | 0.04% | +5+0.3% | Added |
| Axiom Investment Management LLC | 1,853 | $542.5K | 0.41% | +1,853 | New |
| Field & Main Bank | 1,858 | $543.9K | 0.16% | −76−3.9% | Reduced |
| EntryPoint Capital, LLC | 1,876 | $549.2K | 0.16% | +1,876 | New |
| Northern Financial Advisors Inc | 1,877 | $549.5K | 0.40% | +810+75.9% | Added |
| Kennedy Capital Management, Inc. | 1,888 | $552.7K | 0.01% | −83−4.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,896 | $555.1K | 0.02% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 1,900 | $556.1K | 0.12% | +11+0.6% | Added |
| Sanders Morris Harris LLC | 1,900 | $556.2K | 0.09% | +1,900 | New |
| Lifeworks Advisors, LLC | 1,912 | $559.7K | 0.07% | +298+18.5% | Added |
| Terry L. Blaker | 1,914 | $560.3K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,915 | $560.6K | 0.05% | −84−4.2% | Reduced |
| E Fund Management Co., Ltd. | 1,919 | $561.8K | 0.02% | +1,919 | New |
| Cypress Wealth Services, LLC | 1,926 | $563.8K | 0.08% | +1,926 | New |
| Umb Bank N A | 1,935 | $566.5K | 0.01% | −178−8.4% | Reduced |
| RFG Advisory, LLC | 1,965 | $575.3K | 0.01% | +482+32.5% | Added |
| Islay Capital Management, LLC | 1,973 | $577.6K | 0.29% | −499−20.2% | Reduced |
| AlphaGrep UK Ltd | 1,974 | $577.9K | 0.17% | +1,085+122.0% | Added |
| Ameritas Investment Partners, Inc. | 1,989 | $582.3K | 0.02% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 1,995 | $584.0K | 0.01% | −118−5.6% | Reduced |
| Garrison Point Advisors, LLC | 2,000 | $585.5K | 0.27% | 00.0% | Unchanged |
| Westpac Banking Corp | 2,003 | $586.4K | 0.04% | −217−9.8% | Reduced |
| EverSource Wealth Advisors, LLC | 2,012 | $589.3K | 0.02% | +11+0.5% | Added |
| Souders Financial Advisors | 2,024 | $592.6K | 0.07% | −56−2.7% | Reduced |
| Keystone Financial Services | 2,031 | $594.6K | 0.17% | +400+24.5% | Added |
| Oak Associates, Ltd | 2,054 | $601.3K | 0.04% | −2,210−51.8% | Reduced |
| Tranquilli Financial Advisor LLC | 2,055 | $601.6K | 0.35% | +422+25.8% | Added |
| Roberts Glore & Co Inc | 2,059 | $602.8K | 0.17% | +10+0.5% | Added |
| Equitable Trust Co | 2,059 | $602.8K | 0.03% | −5,790−73.8% | Reduced |
| Chicago Partners Investment Group LLC | 1,838 | $603.4K | 0.01% | +1,068+138.7% | Added |
| Ocean Capital Management, LLC | 2,066 | $605.0K | 0.12% | −71−3.3% | Reduced |
| Acropolis Investment Management, LLC | 2,079 | $608.7K | 0.03% | −30−1.4% | Reduced |
| Longfellow Investment Management Co LLC | 2,084 | $610.1K | 0.13% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 2,084 | $610.3K | 0.01% | −10−0.5% | Reduced |
| Modern Wealth Management, LLC | 2,052 | $612.4K | 0.01% | −278−11.9% | Reduced |
| Arkadios Wealth Advisors | 2,093 | $612.6K | 0.01% | −112−5.1% | Reduced |
| Cigna Investments Inc | 2,106 | $617.0K | 0.10% | −57−2.6% | Reduced |
| Signaturefd, LLC | 2,118 | $620.1K | 0.01% | −105−4.7% | Reduced |
| Insight Inv LLC | 2,127 | $622.7K | 0.34% | −282−11.7% | Reduced |
| TCG Advisory Services, LLC | 2,154 | $630.6K | 0.02% | +1,428+196.7% | Added |
| Ritholtz Wealth Management | 2,164 | $633.5K | 0.01% | −790−26.7% | Reduced |
| Checchi Capital Advisers, LLC | 2,194 | $642.3K | 0.04% | +222+11.3% | Added |
| Englebert Financial Advisers, LLC | 2,202 | $644.6K | 0.73% | +241+12.3% | Added |
| Barden Capital Management, Inc. | 2,216 | $648.7K | 0.55% | +226+11.4% | Added |
| Fiduciary Trust Co | 2,229 | $652.5K | 0.01% | −66−2.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,236 | $654.8K | 0.04% | +803+56.0% | Added |
| Shelton Capital Management | 2,242 | $656.3K | 0.01% | −63−2.7% | Reduced |
| Parallel Advisors, LLC | 2,248 | $658.1K | 0.01% | −37−1.6% | Reduced |
| Diversify Advisory Services, LLC | 1,764 | $664.4K | 0.10% | −572−24.5% | Reduced |
| Gsa Capital Partners LLP | 2,276 | $666.0K | 0.04% | +1,656+267.1% | Added |
| Landscape Capital Management, L.L.C. | 2,284 | $668.6K | 0.04% | +2,284 | New |
| H&H Retirement Design & Management INC | 1,801 | $671.0K | 0.33% | −121−6.3% | Reduced |
| Verus Financial Partners, Inc. | 2,125 | $671.1K | 0.06% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 2,301 | $673.6K | 0.14% | 00.0% | Unchanged |
| Legato Capital Management LLC | 2,331 | $682.4K | 0.06% | −3,955−62.9% | Reduced |
| Wedbush Securities Inc | 2,332 | $683.0K | 0.02% | +107+4.8% | Added |
| Searle & Co. | 2,356 | $689.7K | 0.17% | −250−9.6% | Reduced |
| Mutual Advisors, LLC | 2,378 | $696.3K | 0.01% | +88+3.8% | Added |
| Eagle Global Advisors LLC | 2,380 | $696.7K | 0.03% | −28,606−92.3% | Reduced |
| Trueblood Wealth Management, LLC | 2,382 | $697.4K | 0.27% | +14+0.6% | Added |
| Axecap Investments, LLC | 2,396 | $701.4K | 0.48% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2,397 | $701.7K | 0.05% | −1,129−32.0% | Reduced |
| Oasis Advisors, LLC | 2,400 | $703.8K | 0.14% | +2,400 | New |
| Tower Research Capital LLC (TRC) | 2,409 | $705.2K | 0.02% | −2,818−53.9% | Reduced |
| Foundations Investment Advisors, LLC | 2,415 | $707.1K | 0.01% | −428−15.1% | Reduced |
| Michels Family Financial, LLC | 2,418 | $707.8K | 0.51% | +40+1.7% | Added |
| Chicago Capital, LLC | 2,427 | $710.5K | 0.02% | +8+0.3% | Added |
| Barlow Wealth Partners, Inc. | 2,205 | $712.3K | 0.08% | 00.0% | Unchanged |
| Convergence Financial, LLC | 2,433 | $712.5K | 0.08% | +62+2.6% | Added |
| Heritage Wealth Advisors | 2,443 | $715.2K | 0.03% | −188−7.1% | Reduced |
| Lighthouse Investment Partners, LLC | 2,450 | $717.2K | 0.03% | +1,769+259.8% | Added |
| Walleye Trading LLC | 2,457 | $719.3K | 0.01% | +182+8.0% | Added |
| Joel Isaacson & Co., LLC | 2,458 | $719.6K | 0.02% | −103−4.0% | Reduced |