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 | 1,702 | $107.2B |
| Q2 2024 | 1,712 | $112.7B |
| Q1 2024 | 1,672 | $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 | 1,550 | $108.8B |
| Q3 2022 | 1,448 | $97.0B |
| Q2 2022 | 1,443 | $103.2B |
| Q1 2022 | 1,423 | $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 |
|---|---|---|---|---|---|
| Supplemental Annuity Collective Trust of NJ | 1,505 | $440.6K | 0.12% | +1,505 | New |
| Avantra Family Wealth, Inc. | 1,503 | $440.0K | 0.33% | +1,503 | New |
| Chiron Capital Management, LLC | 1,502 | $439.7K | 0.45% | +1,502 | New |
| Glenview Trust Co | 1,502 | $439.7K | 0.01% | −76−4.8% | Reduced |
| Hantz Financial Services, Inc. | 1,497 | $438.0K | 0.01% | +433+40.7% | Added |
| Independence Wealth Advisors, LLC | 1,495 | $437.6K | 0.23% | +147+10.9% | Added |
| Total Clarity Wealth Management, Inc. | 1,483 | $434.1K | 0.10% | +1,483 | New |
| Eads & Heald Wealth Management | 1,480 | $433.3K | 0.22% | −28−1.9% | Reduced |
| Permanens Capital L.P. | 1,479 | $433.0K | 0.06% | −1,067−41.9% | Reduced |
| Ascent Group, LLC | 1,478 | $432.7K | 0.01% | −1,710−53.6% | Reduced |
| Narwhal Capital Management | 1,478 | $432.7K | 0.03% | 00.0% | Unchanged |
| Good Harbor Advisors, Inc. | 1,477 | $432.4K | 0.47% | 00.0% | Unchanged |
| Verum Partners LLC | 1,476 | $432.0K | 0.08% | +1,476 | New |
| Miller Global Investments, LLC | 1,471 | $430.6K | 0.39% | −14−0.9% | Reduced |
| Miracle Mile Advisors, LLC | 1,466 | $429.0K | 0.01% | +237+19.3% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,463 | $428.4K | 0.07% | +30+2.1% | Added |
| Michael B. Yongue | 1,461 | $427.7K | 0.31% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 1,453 | $425.4K | 0.01% | +228+18.6% | Added |
| J.W. Cole Advisors, Inc. | 1,441 | $422.0K | 0.01% | −202−12.3% | Reduced |
| Jacobi Capital Management LLC | 1,439 | $421.3K | 0.02% | −192−11.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,423 | $416.6K | 0.03% | −540−27.5% | Reduced |
| RMB Capital Management, LLC | 1,419 | $415.5K | 0.01% | −20−1.4% | Reduced |
| Salem Investment Counselors Inc | 1,411 | $413.1K | 0.01% | +101+7.7% | Added |
| Prospera Financial Services Inc | 1,405 | $412.8K | 0.01% | +158+12.7% | Added |
| Delta Investment Management, LLC | 1,405 | $411.3K | 0.07% | −27,287−95.1% | Reduced |
| Centurion Wealth Management LLC | 1,399 | $409.6K | 0.09% | +10+0.7% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,398 | $409.3K | 0.13% | +8+0.6% | Added |
| Krilogy Financial LLC | 1,295 | $409.1K | 0.01% | −1,176−47.6% | Reduced |
| HORAN Wealth, LLC | 1,208 | $407.6K | 0.04% | −5−0.4% | Reduced |
| Oregon Pacific Wealth Management, LLC | 1,391 | $407.2K | 0.42% | −16−1.1% | Reduced |
| Nilsine Partners, LLC | 1,142 | $406.5K | 0.03% | −817−41.7% | Reduced |
| PFG Investments, LLC | 1,388 | $406.4K | 0.02% | +13+0.9% | Added |
| Crestwood Advisors Group LLC | 1,385 | $405.3K | 0.01% | −56−3.9% | Reduced |
| Centaurus Financial, Inc. | 1,378 | $403.0K | 0.02% | −322−18.9% | Reduced |
| Two Sigma Securities, LLC | 1,367 | $400.2K | 0.05% | −415−23.3% | Reduced |
| Evolve Private Wealth, LLC | 1,350 | $395.1K | 0.02% | −298−18.1% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,348 | $394.6K | 0.09% | +2+0.1% | Added |
| Richwood Investment Advisors, LLC | 1,347 | $394.3K | 0.30% | −95−6.6% | Reduced |
| Confluence Wealth Services, Inc. | 1,346 | $394.0K | 0.02% | −41−3.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,345 | $393.7K | 0.01% | −144−9.7% | Reduced |
| Gratus Wealth Advisors, LLC | 1,343 | $393.2K | 0.06% | −83−5.8% | 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 |
| Private Trust Co NA | 1,332 | $389.9K | 0.03% | −80−5.7% | Reduced |
| Great Valley Advisor Group, Inc. | 1,330 | $389.8K | 0.01% | −764−36.5% | Reduced |
| St Germain D J Co Inc | 1,326 | $388.2K | 0.02% | −9−0.7% | Reduced |
| Everhart Financial Group, Inc. | 1,317 | $385.6K | 0.03% | −733−35.8% | Reduced |
| Inscription Capital, LLC | 1,313 | $384.4K | 0.04% | +1,313 | New |
| Gateway Wealth Partners, LLC | 1,311 | $383.9K | 0.01% | +1,311 | New |
| Patrick M Sweeney & Associates, Inc | 1,310 | $383.5K | 0.25% | +15+1.2% | Added |
| Finward Bancorp | 1,303 | $381.5K | 0.30% | 00.0% | Unchanged |
| Walker Financial Services, Inc. | 1,302 | $381.2K | 0.13% | +1,302 | New |
| Dodge & Cox | 1,300 | $380.6K | 0.00% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 1,260 | $378.8K | 0.01% | −24−1.9% | Reduced |
| Valmark Advisers, Inc. | 1,291 | $377.9K | 0.00% | 00.0% | Unchanged |
| J Hagan Capital, Inc. | 1,268 | $371.2K | 0.20% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,267 | $370.9K | 0.04% | −71−5.3% | Reduced |
| Two Sigma Investments, LP | 1,260 | $368.9K | 0.00% | +1,260 | New |
| 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 |
| Sompo Asset Management Co., Ltd. | 1,250 | $365.9K | 0.07% | +190+17.9% | Added |
| Ameritas Advisory Services, LLC | 1,242 | $363.5K | 0.01% | −254−17.0% | Reduced |
| Wheelhouse Advisory Group LLC | 1,237 | $362.1K | 0.12% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 1,234 | $361.2K | 0.01% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,232 | $360.7K | 0.01% | +499+68.1% | Added |
| Pathfinder Wealth Consulting, Inc. | 1,216 | $356.0K | 0.23% | +1,216 | New |
| Dearborn Partners LLC | 1,208 | $353.6K | 0.02% | −73−5.7% | Reduced |
| Camden Capital, LLC | 1,205 | $352.9K | 0.02% | +612+103.2% | Added |
| 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 |
| Wesbanco Bank Inc | 1,195 | $349.8K | 0.01% | −52−4.2% | Reduced |
| Marathon Capital Management | 1,190 | $348.4K | 0.08% | +200+20.2% | Added |
| Virtue Capital Management, LLC | 1,217 | $346.6K | 0.05% | +237+24.2% | Added |
| Insigneo Advisory Services, LLC | 1,182 | $346.0K | 0.02% | −16−1.3% | Reduced |
| XTX Topco Ltd | 1,170 | $342.5K | 0.01% | −2,509−68.2% | Reduced |
| Capital Investment Advisors, LLC | 1,154 | $338.0K | 0.00% | −40−3.4% | Reduced |
| Monarch Capital Management Inc | 1,153 | $337.5K | 0.08% | 00.0% | Unchanged |
| Middleton & Co Inc | 1,150 | $336.7K | 0.04% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 1,150 | $336.6K | 0.13% | −30−2.5% | Reduced |
| Quantitative Investment Management, LLC | 1,146 | $335.0K | 0.03% | +1,146 | New |
| Clear Harbor Asset Management, LLC | 1,144 | $334.9K | 0.02% | −2,030−64.0% | Reduced |
| Mirabella Financial Services LLP | 1,143 | $334.6K | 0.03% | +1,143 | New |
| Perigon Wealth Management, LLC | 1,142 | $334.3K | 0.01% | −229−16.7% | Reduced |
| Evermay Wealth Management LLC | 1,142 | $334.3K | 0.04% | −73−6.0% | Reduced |
| National Asset Management, Inc. | 1,167 | $332.2K | 0.02% | −28−2.3% | Reduced |
| Versant Capital Management, Inc | 1,128 | $330.2K | 0.03% | +732+184.8% | Added |
| Smithbridge Asset Management Inc | 1,125 | $329.3K | 0.05% | −1,292−53.5% | Reduced |
| Evergreen Capital Management LLC | 1,121 | $328.2K | 0.01% | +13+1.2% | Added |
| Tempo Wealth, LLC | 1,120 | $328.0K | 0.06% | +6+0.5% | Added |
| Larson Financial Group LLC | 1,118 | $327.4K | 0.01% | −296−20.9% | Reduced |
| Cardiff Park Advisors, LLC | 1,118 | $327.3K | 0.03% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 1,118 | $327.3K | 0.01% | −223−16.6% | Reduced |
| Balentine LLC | 1,114 | $326.1K | 0.01% | +3+0.3% | Added |
| Haverford Trust Co | 1,107 | $324.1K | 0.00% | −3−0.3% | Reduced |
| Heritage Wealth Management, Inc. | 1,106 | $323.8K | 0.16% | −90−7.5% | Reduced |
| Fielder Capital Group LLC | 1,103 | $322.9K | 0.07% | −113−9.3% | Reduced |
| Willner & Heller, LLC | 1,102 | $322.7K | 0.24% | +6+0.5% | Added |
| Prudent Man Advisors, LLC | 1,101 | $322.3K | 0.10% | +382+53.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,084 | $317.3K | 0.11% | −197−15.4% | Reduced |
| Client 1st Advisory Group, LLC | 1,081 | $316.5K | 0.10% | −64−5.6% | Reduced |