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 |
|---|---|---|---|---|---|
| Wealthfront Advisers LLC | 33,855 | $9.91M | 0.02% | −10,217−23.2% | Reduced |
| Lazard Asset Management LLC | 33,119 | $9.70M | 0.02% | −629−1.9% | Reduced |
| Ethic Inc. | 32,820 | $9.61M | 0.15% | −4,433−11.9% | Reduced |
| New York Life Investment Management LLC | 32,808 | $9.60M | 0.08% | +519+1.6% | Added |
| Commonwealth Equity Services, LLC | 32,593 | $9.54M | 0.01% | −1,455−4.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 32,525 | $9.52M | 0.05% | +9,068+38.7% | Added |
| South State Corp. | 32,467 | $9.50M | 0.44% | −2,013−5.8% | Reduced |
| Firetrail Investments Pty Ltd | 32,330 | $9.47M | 3.23% | +1,575+5.1% | Added |
| Rhenman & Partners Asset Management AB | 32,300 | $9.46M | 1.17% | +17,300+115.3% | Added |
| Yousif Capital Management, LLC | 32,123 | $9.40M | 0.11% | −383−1.2% | Reduced |
| Taproot Management LP | 32,111 | $9.40M | 1.77% | +22,731+242.3% | Added |
| Scotia Capital Inc. | 31,792 | $9.31M | 0.04% | +2,618+9.0% | Added |
| Channing Capital Management, LLC | 31,493 | $9.22M | 0.24% | +1,919+6.5% | Added |
| Pathstone Holdings, LLC | 31,213 | $9.14M | 0.04% | −3,403−9.8% | Reduced |
| NEOS Investment Management LLC | 31,182 | $9.13M | 0.05% | −2,422−7.2% | Reduced |
| Long Focus Capital Management, LLC | 31,100 | $9.10M | 0.40% | −30,100−49.2% | Reduced |
| British Columbia Investment Management Corp | 30,632 | $8.97M | 0.05% | −9,325−23.3% | Reduced |
| Modera Wealth Management, LLC | 30,583 | $8.95M | 0.11% | −736−2.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,506 | $8.93M | 0.07% | −2,018−6.2% | Reduced |
| Pensionmark Financial Group, LLC | 30,399 | $8.90M | 0.14% | +2,109+7.5% | Added |
| Impax Asset Management Group plc | 30,247 | $8.85M | 0.06% | +2,404+8.6% | Added |
| CIBC World Markets Inc. | 30,161 | $8.83M | 0.02% | +10,789+55.7% | Added |
| Intech Investment Management LLC | 30,155 | $8.83M | 0.09% | +2,175+7.8% | Added |
| Omers Administration Corp | 30,100 | $8.81M | 0.06% | +21,628+255.3% | Added |
| OP Asset Management Ltd | 29,278 | $8.57M | 0.09% | −5,096−14.8% | Reduced |
| Banque Pictet & Cie SA | 29,094 | $8.52M | 0.10% | −212−0.7% | Reduced |
| Nissay Asset Management Corp | 28,825 | $8.44M | 0.04% | +29+0.1% | Added |
| Public Employees Retirement Association of Colorado | 28,677 | $8.39M | 0.03% | −107−0.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 28,500 | $8.34M | 0.16% | +28,500 | New |
| ING Groep NV | 28,464 | $8.33M | 0.05% | −257−0.9% | Reduced |
| Unison Asset Management LLC | 28,380 | $8.31M | 3.80% | +635+2.3% | Added |
| Van Den Berg Management I, Inc | 28,114 | $8.23M | 1.89% | +1,115+4.1% | Added |
| O'Shaughnessy Asset Management, LLC | 28,079 | $8.22M | 0.04% | −1,190−4.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 28,018 | $8.20M | 0.02% | +266+1.0% | Added |
| State of Alaska, Department of Revenue | 27,988 | $8.19M | 0.09% | −200−0.7% | Reduced |
| Neuberger Berman Group LLC | 27,640 | $8.09M | 0.01% | −2,095−7.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 27,008 | $7.91M | 0.39% | −149−0.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 26,851 | $7.86M | 0.14% | +5,621+26.5% | Added |
| Creative Planning | 26,847 | $7.86M | 0.01% | −3,514−11.6% | Reduced |
| Thrivent Financial for Lutherans | 26,847 | $7.86M | 0.01% | +8,538+46.6% | Added |
| ProVise Management Group, LLC | 26,180 | $7.66M | 0.55% | +1,176+4.7% | Added |
| JustInvest LLC | 26,176 | $7.66M | 0.08% | −4,204−13.8% | Reduced |
| ASR Vermogensbeheer N.V. | 25,808 | $7.56M | 0.09% | +441+1.7% | Added |
| North Growth Management Ltd. | 26,000 | $7.55M | 1.16% | +4,000+18.2% | Added |
| Tudor Investment Corp Et Al | 25,499 | $7.46M | 0.04% | +25,499 | New |
| Oregon Public Employees Retirement Fund | 25,275 | $7.40M | 0.10% | −206−0.8% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 25,000 | $7.32M | 0.06% | −9,400−27.3% | Reduced |
| Kingsview Wealth Management, LLC | 24,623 | $7.21M | 0.10% | −1,937−7.3% | Reduced |
| Los Angeles Capital Management LLC | 24,000 | $7.03M | 0.03% | +22,799+1,898.3% | Added |
| Woodline Partners LP | 23,653 | $6.92M | 0.03% | +20,130+571.4% | Added |
| Spears Abacus Advisors LLC | 23,570 | $6.90M | 0.14% | +8,897+60.6% | Added |
| Mutual of America Capital Management LLC | 23,544 | $6.89M | 0.08% | −381−1.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 23,525 | $6.89M | 0.06% | +768+3.4% | Added |
| Nixon Peabody Trust Co | 23,498 | $6.88M | 0.55% | +1,608+7.3% | Added |
| Punch & Associates Investment Management, Inc. | 23,229 | $6.80M | 0.39% | +3,630+18.5% | Added |
| Asio Capital, LLC | 23,156 | $6.78M | 0.95% | +1,699+7.9% | Added |
| Empowered Funds, LLC | 22,901 | $6.70M | 0.04% | +22,901 | New |
| Palmer Knight Co | 22,675 | $6.64M | 3.24% | +2,243+11.0% | Added |
| Credit Agricole S A | 22,472 | $6.58M | 0.02% | −67,250−75.0% | Reduced |
| Trillium Asset Management, LLC | 22,302 | $6.44M | 0.21% | −288−1.3% | Reduced |
| Iridian Asset Management LLC | 21,625 | $6.33M | 2.57% | −3,449−13.8% | Reduced |
| Brooklands Fund Management Ltd | 21,107 | $6.20M | 8.16% | +21,105+1,055,250.0% | Added |
| Davidson Kempner Capital Management LP | 21,050 | $6.16M | 0.11% | +21,050 | New |
| Bright Rock Capital Management, LLC | 21,000 | $6.15M | 1.22% | 00.0% | Unchanged |
| Principal Securities, Inc. | 20,959 | $6.14M | 0.09% | +2,110+11.2% | Added |
| HB Wealth Management, LLC | 20,728 | $6.07M | 0.04% | −4,569−18.1% | Reduced |
| Venator Management LLC | 20,585 | $6.03M | 1.45% | −7,045−25.5% | Reduced |
| Capital International Inc | 20,557 | $6.02M | 0.05% | +1,628+8.6% | Added |
| Formuepleje A/S | 20,523 | $6.01M | 0.54% | +20,523 | New |
| Osmosis Investment Management UK Ltd | 20,310 | $5.95M | 0.16% | −73,899−78.4% | Reduced |
| M&T Bank Corp | 20,165 | $5.90M | 0.02% | −1,766−8.1% | Reduced |
| Havemeyer Place LP | 20,014 | $5.86M | 0.68% | +20,014 | New |
| Beverly Hills Private Wealth, LLC | 19,575 | $5.73M | 0.96% | +2,698+16.0% | Added |
| Meeder Asset Management Inc | 19,555 | $5.72M | 0.33% | −476−2.4% | Reduced |
| Avanza Fonder AB | 19,534 | $5.72M | 0.16% | +2,936+17.7% | Added |
| Timber Creek Capital Management LLC | 19,324 | $5.66M | 1.37% | +608+3.2% | Added |
| Geneos Wealth Management Inc. | 19,237 | $5.63M | 0.13% | −784−3.9% | Reduced |
| UniSuper Management Pty Ltd | 19,192 | $5.62M | 0.04% | +363+1.9% | Added |
| Diversified Trust Co | 19,087 | $5.59M | 0.10% | −16,839−46.9% | Reduced |
| GWM Advisors LLC | 18,964 | $5.55M | 0.02% | +3,343+21.4% | Added |
| Generali Asset Management SPA SGR | 18,876 | $5.53M | 0.12% | +241+1.3% | Added |
| Evergreen Wealth Management, LLC | 18,729 | $5.48M | 2.83% | +1,065+6.0% | Added |
| Cullen/Frost Bankers, Inc. | 18,697 | $5.47M | 0.06% | +162+0.9% | Added |
| National Philanthropic Trust | 18,656 | $5.46M | 0.06% | −165−0.9% | Reduced |
| Aquatic Capital Management LLC | 18,539 | $5.43M | 0.16% | +18,539 | New |
| Fisher Funds Management LTD | 18,372 | $5.38M | 0.16% | −3,120−14.5% | Reduced |
| Advisory Resource Group | 18,304 | $5.36M | 0.92% | −160−0.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,159 | $5.32M | 0.04% | 00.0% | Unchanged |
| Argent Trust Co | 18,072 | $5.29M | 0.18% | +2,278+14.4% | Added |
| Atria Investments LLC | 17,672 | $5.17M | 0.06% | +359+2.1% | Added |
| Teacher Retirement System of Texas | 17,654 | $5.17M | 0.02% | −9,633−35.3% | Reduced |
| Mercer Global Advisors Inc | 17,624 | $5.16M | 0.01% | −1,503−7.9% | Reduced |
| Van Eck Associates Corp | 17,563 | $5.14M | 0.00% | −10,470−37.3% | Reduced |
| Jain Global LLC | 17,518 | $5.13M | 0.07% | +17,518 | New |
| Gulf International Bank (UK) Ltd | 17,152 | $5.02M | 0.11% | +5,645+49.1% | Added |
| Brinker Capital Investments, LLC | 17,059 | $4.99M | 0.04% | −2,903−14.5% | Reduced |
| Rafferty Asset Management, LLC | 17,055 | $4.99M | 0.02% | −6,872−28.7% | Reduced |
| MUFG Securities EMEA plc | 17,048 | $4.99M | 0.07% | +7,937+87.1% | Added |
| GCM Grosvenor Holdings, LLC | 16,983 | $4.97M | 0.55% | −6,259−26.9% | Reduced |
| Brevan Howard Capital Management LP | 16,728 | $4.90M | 0.05% | +16,728 | New |