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 |
|---|---|---|---|---|---|
| Integrated Advisors Network LLC | 3,651 | $1.07M | 0.06% | −1,304−26.3% | Reduced |
| TCW Group Inc | 3,668 | $1.07M | 0.01% | −1,202−24.7% | Reduced |
| Axq Capital, LP | 3,687 | $1.08M | 0.14% | +3,687 | New |
| Bangor Savings Bank | 3,694 | $1.08M | 0.09% | −94−2.5% | Reduced |
| Leonteq Securities AG | 3,700 | $1.08M | 0.07% | +1,846+99.6% | Added |
| Tobam | 3,730 | $1.09M | 0.28% | −3,897−51.1% | Reduced |
| Concurrent Investment Advisors, LLC | 3,733 | $1.09M | 0.01% | +399+12.0% | Added |
| Western Wealth Management, LLC | 3,738 | $1.09M | 0.04% | +2,516+205.9% | Added |
| Johnson Investment Counsel Inc | 3,743 | $1.10M | 0.01% | −805−17.7% | Reduced |
| Benjamin Edwards Inc | 3,753 | $1.10M | 0.01% | −223−5.6% | Reduced |
| Unique Wealth Strategies, LLC | 3,765 | $1.10M | 0.45% | +93+2.5% | Added |
| Hofer & Associates. Inc | 3,776 | $1.11M | 0.59% | +40+1.1% | Added |
| Callan Family Office, LLC | 3,777 | $1.11M | 0.03% | −1,560−29.2% | Reduced |
| Marshall Wace, LLP | 3,800 | $1.11M | 0.00% | +3,800 | New |
| Cetera Trust Company, N.A | 3,801 | $1.11M | 0.63% | +25+0.7% | Added |
| Sunbelt Securities, Inc. | 3,817 | $1.12M | 0.07% | +3,808+42,311.1% | Added |
| Tocqueville Asset Management L.P. | 3,839 | $1.12M | 0.02% | −107−2.7% | Reduced |
| IPG Investment Advisors LLC | 3,844 | $1.13M | 0.19% | +1,632+73.8% | Added |
| Fifth Third Wealth Advisors LLC | 3,866 | $1.13M | 0.04% | +320+9.0% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 3,870 | $1.13M | 0.08% | −475−10.9% | Reduced |
| Fiduciary Alliance LLC | 3,643 | $1.13M | 0.07% | −163−4.3% | Reduced |
| Smith, Moore & Co. | 3,896 | $1.14M | 0.08% | 00.0% | Unchanged |
| Hound Partners, LLC | 3,935 | $1.15M | 0.15% | +3,935 | New |
| Ronald Blue Trust, Inc. | 3,979 | $1.16M | 0.01% | −851−17.6% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 4,100 | $1.17M | 0.05% | 00.0% | Unchanged |
| Triglav Skladi, D.O.O. | 4,000 | $1.17M | 0.08% | −580−12.7% | Reduced |
| Wakefield Asset Management LLLP | 4,000 | $1.17M | 0.31% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 4,010 | $1.17M | 0.32% | +2,482+162.4% | Added |
| Meeder Advisory Services, Inc. | 4,027 | $1.18M | 0.05% | −67−1.6% | Reduced |
| Advisory Services Network, LLC | 4,030 | $1.18M | 0.02% | −485−10.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,030 | $1.18M | 0.12% | −5,588−58.1% | Reduced |
| AlphaCore Capital LLC | 4,037 | $1.18M | 0.03% | +1,187+41.6% | Added |
| Pettyjohn, Wood & White, Inc | 4,078 | $1.19M | 0.19% | −360−8.1% | Reduced |
| Allen Investment Management LLC | 4,098 | $1.20M | 0.01% | 00.0% | Unchanged |
| Maia Wealth LLC | 4,103 | $1.20M | 0.20% | −823−16.7% | Reduced |
| Tufton Capital Management | 4,124 | $1.21M | 0.22% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4,130 | $1.21M | 0.03% | +151+3.8% | Added |
| Aviso Financial Inc. | 4,160 | $1.22M | 0.04% | +1,166+38.9% | Added |
| Gabelli Funds LLC | 4,210 | $1.23M | 0.01% | −7,990−65.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 4,219 | $1.24M | 0.05% | +4,219 | New |
| Rehmann Capital Advisory Group | 4,219 | $1.24M | 0.06% | +1,035+32.5% | Added |
| 44 Wealth Management LLC | 4,238 | $1.24M | 0.43% | −61−1.4% | Reduced |
| LMCG Investments, LLC | 4,241 | $1.24M | 0.07% | −85−2.0% | Reduced |
| Syon Capital LLC | 4,269 | $1.25M | 0.06% | +1,835+75.4% | Added |
| Blair William & Co | 4,273 | $1.25M | 0.00% | −756−15.0% | Reduced |
| Valeo Financial Advisors, LLC | 4,281 | $1.25M | 0.03% | +396+10.2% | Added |
| Bessemer Group Inc | 4,297 | $1.26M | 0.00% | −138,897−97.0% | Reduced |
| Burney Co | 4,318 | $1.26M | 0.04% | −73−1.7% | Reduced |
| EP Wealth Advisors, LLC | 4,380 | $1.28M | 0.01% | −955−17.9% | Reduced |
| Van Diest Capital, LLC | 4,388 | $1.28M | 1.01% | +3,039+225.3% | Added |
| Summit Global Investments | 4,421 | $1.29M | 0.08% | −5,190−54.0% | Reduced |
| Coastal Bridge Advisors, LLC | 4,433 | $1.30M | 0.09% | +140+3.3% | Added |
| Cape Investment Advisory, Inc. | 4,465 | $1.31M | 0.43% | +435+10.8% | Added |
| Cary Street Partners Financial LLC | 4,471 | $1.31M | 0.03% | +985+28.3% | Added |
| SPWM Advisors LLC | 3,332 | $1.31M | 1.14% | +37+1.1% | Added |
| D.A. Davidson & Co. | 4,481 | $1.31M | 0.01% | −1,139−20.3% | Reduced |
| Loomis Sayles & Co L P | 4,502 | $1.32M | 0.00% | −5,000−52.6% | Reduced |
| Bragg Financial Advisors, Inc | 4,503 | $1.32M | 0.04% | +3+0.1% | Added |
| Bailard, Inc. | 4,551 | $1.33M | 0.03% | −166−3.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 4,605 | $1.35M | 0.42% | +145+3.3% | Added |
| Bridgefront Capital, LLC | 4,632 | $1.36M | 0.34% | +4,632 | New |
| BDF-Gestion | 4,652 | $1.36M | 0.18% | +4,652 | New |
| Ossiam | 4,662 | $1.36M | 0.02% | −524−10.1% | Reduced |
| Close Asset Management Ltd | 4,668 | $1.37M | 0.04% | −1,673−26.4% | Reduced |
| Cidel Asset Management Inc | 4,690 | $1.37M | 0.07% | +1,024+27.9% | Added |
| Crux Wealth Advisors | 4,713 | $1.38M | 0.53% | +158+3.5% | Added |
| Main Street Financial Solutions, LLC | 4,737 | $1.39M | 0.10% | +705+17.5% | Added |
| Tweedy, Browne Co LLC | 4,796 | $1.40M | 0.11% | +1,668+53.3% | Added |
| Granite Harbor Advisors, Inc. | 4,818 | $1.41M | 0.62% | −26−0.5% | Reduced |
| Everence Capital Management Inc | 4,820 | $1.41M | 0.09% | −464−8.8% | Reduced |
| Greenleaf Trust | 4,832 | $1.41M | 0.01% | −175−3.5% | Reduced |
| Toth Financial Advisory Corp | 4,837 | $1.42M | 0.16% | −551−10.2% | Reduced |
| Lido Advisors, LLC | 4,868 | $1.43M | 0.01% | +8+0.2% | Added |
| Savant Capital, LLC | 4,884 | $1.43M | 0.01% | −20.0% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 4,899 | $1.43M | 0.17% | −9−0.2% | Reduced |
| Summit Financial, LLC | 4,931 | $1.44M | 0.02% | +1,504+43.9% | Added |
| KCM Investment Advisors LLC | 4,958 | $1.45M | 0.05% | −177−3.4% | Reduced |
| Sivik Global Healthcare LLC | 5,000 | $1.46M | 1.11% | +5,000 | New |
| Keudell/Morrison Wealth Management | 5,039 | $1.48M | 0.30% | +6+0.1% | Added |
| Adviser Investments LLC | 5,040 | $1.48M | 0.02% | −3,574−41.5% | Reduced |
| Fulcrum Asset Management LLP | 5,195 | $1.48M | 0.22% | +415+8.7% | Added |
| Castleview Partners, LLC | 5,056 | $1.48M | 0.76% | −350−6.5% | Reduced |
| Coldstream Capital Management Inc | 5,057 | $1.48M | 0.02% | −826−14.0% | Reduced |
| Old National Bancorp | 5,111 | $1.50M | 0.03% | −872−14.6% | Reduced |
| Baird Financial Group, Inc. | 5,156 | $1.51M | 0.00% | −6,226−54.7% | Reduced |
| Ninety One North America, Inc. | 5,170 | $1.51M | 0.07% | +33+0.6% | Added |
| RSM US Wealth Management LLC | 5,173 | $1.51M | 0.02% | −279−5.1% | Reduced |
| Legacy Trust | 5,175 | $1.51M | 0.29% | −8−0.2% | Reduced |
| Jackson Hole Capital Partners, LLC | 5,197 | $1.52M | 0.25% | +63+1.2% | Added |
| Coastline Trust Co | 5,242 | $1.53M | 0.15% | −194−3.6% | Reduced |
| Goelzer Investment Management, Inc. | 5,267 | $1.54M | 0.07% | +4,235+410.4% | Added |
| YHB Investment Advisors, Inc. | 5,297 | $1.55M | 0.11% | −50−0.9% | Reduced |
| Center for Wealth Management Advisory | 5,365 | $1.57M | 1.13% | +626+13.2% | Added |
| Whittier Trust Co of Nevada Inc | 5,203 | $1.57M | 0.03% | −801−13.3% | Reduced |
| Polianta Ltd | 5,400 | $1.58M | 0.21% | +900+20.0% | Added |
| DB Fitzpatrick & Co, Inc | 5,419 | $1.59M | 1.36% | +1,061+24.3% | Added |
| Weaver C. Barksdale & Associates, Inc. | 5,469 | $1.60M | 1.53% | +336+6.5% | Added |
| Palouse Capital Management, Inc. | 5,493 | $1.61M | 1.06% | +97+1.8% | Added |
| Bull Street Advisors, LLC | 5,498 | $1.61M | 0.80% | −186−3.3% | Reduced |
| CAPROCK Group, Inc. | 5,519 | $1.62M | 0.04% | +2,175+65.0% | Added |