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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 2,463 | $721.1K | 0.02% | +72+3.0% | Added |
| Pure Financial Advisors, Inc. | 2,465 | $721.7K | 0.01% | −510−17.1% | Reduced |
| Profund Advisors LLC | 2,467 | $722.2K | 0.03% | −1,148−31.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,480 | $725.9K | 0.01% | +667+36.8% | Added |
| Sowell Financial Services LLC | 2,531 | $740.8K | 0.03% | −304−10.7% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,537 | $742.7K | 0.06% | −100−3.8% | Reduced |
| Principle Wealth Partners LLC | 2,555 | $748.0K | 0.04% | +56+2.2% | Added |
| Trust Asset Management LLC | 2,584 | $756.5K | 0.05% | 00.0% | Unchanged |
| Washington Trust Bank | 2,599 | $760.9K | 0.06% | −32,191−92.5% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 2,600 | $761.1K | 0.04% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 2,608 | $763.4K | 0.14% | +425+19.5% | Added |
| Bedel Financial Consulting, Inc. | 2,608 | $763.5K | 0.09% | −70−2.6% | Reduced |
| Sapient Capital LLC | 2,612 | $764.7K | 0.01% | +31+1.2% | Added |
| Journey Strategic Wealth LLC | 2,617 | $766.1K | 0.02% | +4+0.2% | Added |
| SRS Capital Advisors, Inc. | 2,610 | $769.2K | 0.02% | −3,791−59.2% | Reduced |
| AE Wealth Management LLC | 2,641 | $773.5K | 0.00% | −417−13.6% | Reduced |
| Wealthcare Advisory Partners LLC | 2,674 | $783.0K | 0.02% | −375−12.3% | Reduced |
| Mission Wealth Management, LP | 2,677 | $783.7K | 0.02% | −38−1.4% | Reduced |
| ISAM Funds (UK) Ltd | 2,692 | $788.1K | 0.39% | +1,141+73.6% | Added |
| Quadrant Capital Group LLC | 2,700 | $790.4K | 0.02% | −67−2.4% | Reduced |
| Ritter Daniher Financial Advisory LLC | 2,701 | $790.8K | 0.13% | −207−7.1% | Reduced |
| Aaron Wealth Advisors | 2,704 | $791.6K | 0.05% | +154+6.0% | Added |
| Group One Trading, L.P. | 2,707 | $792.5K | 0.03% | −4,031−59.8% | Reduced |
| Empower Advisory Group, LLC | 2,722 | $796.9K | 0.00% | +98+3.7% | Added |
| Neo Ivy Capital Management | 2,722 | $796.9K | 0.21% | +2,722 | New |
| Institute for Wealth Management, LLC. | 2,723 | $797.2K | 0.09% | −100−3.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 2,730 | $799.2K | 0.02% | +420+18.2% | Added |
| Robertson Stephens Wealth Management, LLC | 2,739 | $801.8K | 0.02% | +10+0.4% | Added |
| James Investment Research Inc | 2,752 | $805.6K | 0.09% | +1,264+84.9% | Added |
| Sendero Wealth Management, LLC | 2,789 | $816.5K | 0.09% | +995+55.5% | Added |
| Larry Mathis Financial Planning, LLC | 2,790 | $816.8K | 0.73% | +690+32.9% | Added |
| Frank, Rimerman Advisors LLC | 2,791 | $817.1K | 0.05% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 2,800 | $819.7K | 0.07% | −700−20.0% | Reduced |
| Malaga Cove Capital, LLC | 2,804 | $820.9K | 0.29% | +999+55.3% | Added |
| Cypress Advisory Group LLC | 2,830 | $828.5K | 0.63% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 2,831 | $828.8K | 0.01% | −584−17.1% | Reduced |
| Meriwether Wealth & Planning, LLC | 2,862 | $837.9K | 0.46% | +916+47.1% | Added |
| Independent Advisor Alliance | 2,868 | $839.8K | 0.01% | +29+1.0% | Added |
| Citizens Financial Group Inc | 2,881 | $843.3K | 0.01% | −454−13.6% | Reduced |
| Alps Advisors Inc | 2,893 | $846.9K | 0.00% | −195−6.3% | Reduced |
| FRG Family Wealth Advisors LLC | 2,900 | $849.0K | 0.14% | −910−23.9% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,902 | $849.6K | 0.09% | +10.0% | Added |
| Smartleaf Asset Management LLC | 2,988 | $851.1K | 0.03% | −105−3.4% | Reduced |
| Octavia Wealth Advisors, LLC | 2,908 | $851.3K | 0.08% | +706+32.1% | Added |
| Leavell Investment Management, Inc. | 2,914 | $853.1K | 0.03% | −211−6.8% | Reduced |
| DoubleLine ETF Adviser LP | 2,918 | $854.2K | 0.33% | +2,918 | New |
| Xxi Wealth, LLC | 2,942 | $861.3K | 0.49% | −445−13.1% | Reduced |
| Guardian Partners Inc. | 2,960 | $868.7K | 0.07% | −452−13.2% | Reduced |
| Merrion Investment Management Co, LLC | 2,975 | $870.9K | 0.47% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 2,980 | $872.3K | 0.14% | −106−3.4% | Reduced |
| GAMMA Investing LLC | 2,988 | $874.7K | 0.04% | −976−24.6% | Reduced |
| Peoples Bank | 2,997 | $877.4K | 0.88% | −135−4.3% | Reduced |
| Shay Capital LLC | 3,000 | $878.3K | 0.12% | −3,000−50.0% | Reduced |
| Walleye Capital LLC | 3,024 | $885.3K | 0.01% | −106,159−97.2% | Reduced |
| Greenfield Savings Bank | 3,040 | $890.0K | 0.38% | −87−2.8% | Reduced |
| Stock Yards Bank & Trust Co | 3,052 | $893.5K | 0.03% | −15−0.5% | Reduced |
| Wealth Architects, LLC | 3,059 | $895.5K | 0.08% | −40−1.3% | Reduced |
| Csenge Advisory Group | 3,078 | $900.9K | 0.04% | −105−3.3% | Reduced |
| Sentry LLC | 3,094 | $905.8K | 0.29% | −31−1.0% | Reduced |
| Money Concepts Capital Corp | 3,133 | $917.1K | 0.05% | +229+7.9% | Added |
| Knollwood Investment Advisory, LLC | 3,137 | $918.4K | 0.09% | 00.0% | Unchanged |
| Bokf, NA | 3,140 | $919.2K | 0.01% | +199+6.8% | Added |
| Stratos Wealth Partners, LTD. | 3,141 | $919.7K | 0.01% | +620+24.6% | Added |
| MASTERINVEST Kapitalanlage GmbH | 3,145 | $920.7K | 0.10% | 00.0% | Unchanged |
| Apella Capital, LLC | 2,857 | $922.9K | 0.01% | +871+43.9% | Added |
| Clearbridge Investments, LLC | 3,171 | $928.3K | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 3,132 | $931.4K | 0.01% | −376−10.7% | Reduced |
| Todd Asset Management LLC | 3,182 | $931.5K | 0.02% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 3,209 | $939.7K | 0.01% | −1,319−29.1% | Reduced |
| Integrated Wealth Concepts LLC | 3,217 | $941.9K | 0.01% | +912+39.6% | Added |
| Brookstone Capital Management | 3,220 | $942.7K | 0.01% | +476+17.3% | Added |
| Moody National Bank Trust Division | 3,225 | $944.1K | 0.09% | +290+9.9% | Added |
| Inkwell Capital LLC | 3,242 | $949.1K | 0.97% | −23−0.7% | Reduced |
| Diversify Wealth Management, LLC | 2,527 | $951.7K | 0.02% | +2,527 | New |
| Transcend Wealth Collective, LLC | 3,256 | $953.2K | 0.08% | +1,169+56.0% | Added |
| Mount Yale Investment Advisors, LLC | 3,260 | $954.6K | 0.02% | +661+25.4% | Added |
| CSS LLC | 3,271 | $957.6K | 0.05% | +1,010+44.7% | Added |
| Intrust Bank NA | 3,286 | $962.0K | 0.08% | −873−21.0% | Reduced |
| Voleon Capital Management LP | 3,297 | $965.2K | 0.02% | −27,882−89.4% | Reduced |
| Pinnacle Associates Ltd | 3,311 | $969.2K | 0.01% | −267−7.5% | Reduced |
| Essex Financial Services, Inc. | 3,330 | $974.9K | 0.05% | −151−4.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,336 | $976.6K | 0.14% | −19−0.6% | Reduced |
| Brighton Jones LLC | 3,360 | $983.6K | 0.02% | +3,360 | New |
| Intact Investment Management Inc. | 3,370 | $986.6K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,426 | $1.00M | 0.02% | +607+21.5% | Added |
| SummitTX Capital, L.P. | 3,444 | $1.01M | 0.03% | −76,058−95.7% | Reduced |
| Sienna Gestion | 3,541 | $1.02M | 0.07% | −15,145−81.0% | Reduced |
| Mill Creek Capital Advisors, LLC | 3,474 | $1.02M | 0.02% | +3,474 | New |
| Legacy Financial Advisors, Inc. | 3,497 | $1.02M | 0.14% | −319−8.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,500 | $1.02M | 0.06% | −20−0.6% | Reduced |
| Atlas Capital Advisors LLC | 3,503 | $1.03M | 0.12% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 3,530 | $1.03M | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 3,530 | $1.03M | 0.10% | −39−1.1% | Reduced |
| River Wealth Advisors LLC | 3,551 | $1.04M | 0.12% | −544−13.3% | Reduced |
| Gluskin Sheff & Assoc Inc | 3,553 | $1.04M | 0.17% | −124−3.4% | Reduced |
| Alesco Advisors LLC | 3,576 | $1.05M | 0.03% | +3,576 | New |
| Tiaa-Cref Individual & Institutional Services, LLC | 3,579 | $1.05M | 0.00% | +3,579 | New |
| Atom Investors LP | 3,583 | $1.05M | 0.08% | +3,583 | New |
| Grove Bank & Trust | 3,594 | $1.05M | 0.12% | +771+27.3% | Added |
| CenterBook Partners LP | 3,637 | $1.06M | 0.06% | −8,686−70.5% | Reduced |