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 |
|---|---|---|---|---|---|
| E. Ohman J:or Asset Management AB | 8,297 | $2.43M | 0.06% | −350−4.0% | Reduced |
| Saudi Central Bank | 8,203 | $2.40M | 0.05% | +8,203 | New |
| United Capital Financial Advisers, LLC | 8,128 | $2.38M | 0.01% | −636−7.3% | Reduced |
| Anchor Investment Management, LLC | 8,086 | $2.37M | 0.20% | −1,069−11.7% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $2.34M | 0.71% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 7,985 | $2.34M | 0.34% | −23−0.3% | Reduced |
| Community Bank, N.A. | 7,983 | $2.34M | 0.28% | +430+5.7% | Added |
| Arnhold LLC | 7,899 | $2.31M | 0.17% | 00.0% | Unchanged |
| LMR Partners LLP | 7,887 | $2.31M | 0.02% | −10,000−55.9% | Reduced |
| Zurich Insurance Group Ltd | 7,700 | $2.25M | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 7,613 | $2.23M | 0.02% | −236−3.0% | Reduced |
| Ieq Capital, LLC | 7,560 | $2.21M | 0.01% | −23,238−75.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,544 | $2.21M | 0.08% | +112+1.5% | Added |
| Laird Norton Trust Company, LLC | 7,477 | $2.19M | 0.05% | −852−10.2% | Reduced |
| Dynamic Advisor Solutions LLC | 7,452 | $2.18M | 0.07% | +1,282+20.8% | Added |
| Unison Advisors LLC | 7,430 | $2.18M | 0.17% | +32+0.4% | Added |
| Family Legacy, Inc. | 7,423 | $2.17M | 0.65% | −16−0.2% | Reduced |
| Radnor Capital Management, LLC | 7,370 | $2.16M | 0.32% | 00.0% | Unchanged |
| Ostrum Asset Management | 7,365 | $2.16M | 0.12% | −613−7.7% | Reduced |
| Oppenheimer Asset Management Inc. | 7,365 | $2.16M | 0.02% | +7,365 | New |
| Ami Investment Management Inc | 7,310 | $2.14M | 0.48% | +454+6.6% | Added |
| AMG National Trust Bank | 7,300 | $2.14M | 0.05% | +3,348+84.7% | Added |
| Occudo Quantitative Strategies LP | 5,654 | $2.13M | 0.12% | +5,654 | New |
| Cresset Asset Management, LLC | 7,247 | $2.12M | 0.01% | +963+15.3% | Added |
| Resources Investment Advisors, LLC. | 7,147 | $2.09M | 0.02% | +1,122+18.6% | Added |
| BKD Wealth Advisors, LLC | 7,101 | $2.08M | 0.04% | −8−0.1% | Reduced |
| Beacon Pointe Advisors, LLC | 7,097 | $2.08M | 0.01% | +1,255+21.5% | Added |
| HF Advisory Group, LLC | 7,087 | $2.07M | 0.71% | +320+4.7% | Added |
| Kingswood Wealth Advisors, LLC | 7,072 | $2.07M | 0.10% | +9+0.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,063 | $2.07M | 0.03% | −39−0.5% | Reduced |
| Timelo Investment Management Inc. | 7,000 | $2.05M | 2.81% | −9,000−56.3% | Reduced |
| RDA Financial Network | 6,988 | $2.05M | 0.51% | +96+1.4% | Added |
| Acumen Wealth Advisors, LLC | 6,935 | $2.03M | 0.55% | −7,357−51.5% | Reduced |
| Warren Averett Asset Management, LLC | 6,913 | $2.02M | 0.02% | −300−4.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,847 | $2.00M | 0.11% | +6,847 | New |
| Heartland Advisors Inc | 6,831 | $2.00M | 0.10% | +145+2.2% | Added |
| CWM, LLC | 6,803 | $1.99M | 0.01% | −12,679−65.1% | Reduced |
| Summit Trail Advisors, LLC | 6,758 | $1.98M | 0.03% | +2,779+69.8% | Added |
| Skopos Labs, Inc. | 6,731 | $1.97M | 0.06% | +2,481+58.4% | Added |
| Sequoia Financial Advisors, LLC | 6,625 | $1.94M | 0.01% | −2,327−26.0% | Reduced |
| Edmp, Inc. | 6,616 | $1.94M | 1.57% | −19−0.3% | Reduced |
| Tandem Capital Management Corp | 6,562 | $1.92M | 0.96% | −1,648−20.1% | Reduced |
| Peapack Gladstone Financial Corp | 6,515 | $1.91M | 0.02% | −147−2.2% | Reduced |
| Squarepoint Ops LLC | 6,480 | $1.90M | 0.00% | −56−0.9% | Reduced |
| North Dakota State Investment Board | 6,444 | $1.89M | 0.08% | −1,312−16.9% | Reduced |
| Lighthouse Financial Services Inc | 5,981 | $1.87M | 0.42% | +10.0% | Added |
| Caption Management, LLC | 6,400 | $1.87M | 0.09% | +4,250+197.7% | Added |
| Lecap Asset Management Ltd | 6,383 | $1.87M | 0.70% | +6,383 | New |
| Caisse des Depots Et Consignations | 6,293 | $1.84M | 0.03% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 6,451 | $1.84M | 0.03% | +2,810+77.2% | Added |
| Tema ETFs LLC | 6,163 | $1.80M | 0.12% | −508−7.6% | Reduced |
| Paralel Advisors LLC | 6,150 | $1.80M | 0.07% | 00.0% | Unchanged |
| Horizon Investments, LLC | 6,108 | $1.79M | 0.02% | −10,552−63.3% | Reduced |
| MUFG Securities Americas Inc. | 6,107 | $1.79M | 0.12% | +120+2.0% | Added |
| Lester Murray Antman dba SimplyRich | 6,081 | $1.78M | 0.46% | +52+0.9% | Added |
| Securian Asset Management, Inc | 6,043 | $1.77M | 0.07% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 6,020 | $1.76M | 0.03% | −2,841−32.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,951 | $1.74M | 0.12% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 5,898 | $1.73M | 0.03% | +613+11.6% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 5,885 | $1.72M | 0.08% | −2,785−32.1% | Reduced |
| Fort Washington Investment Advisors Inc | 5,868 | $1.72M | 0.01% | −19−0.3% | Reduced |
| Uncommon Cents Investing LLC | 5,865 | $1.72M | 0.40% | +1,350+29.9% | Added |
| Round Rock Advisors, LLC | 5,847 | $1.71M | 0.26% | −584−9.1% | Reduced |
| Pinebridge Investments LLC | 5,840 | $1.71M | 0.01% | −1,222−17.3% | Reduced |
| GeoWealth Management, LLC | 5,839 | $1.71M | 0.06% | +1,494+34.4% | Added |
| CX Institutional | 5,680 | $1.66M | 0.05% | +4,034+245.1% | Added |
| Bartlett & Co. Wealth Management LLC | 4,412 | $1.64M | 0.02% | +20.0% | Added |
| Huntington National Bank | 5,602 | $1.64M | 0.01% | −214−3.7% | Reduced |
| Merit Financial Group, LLC | 5,584 | $1.63M | 0.01% | −1,706−23.4% | Reduced |
| Vista Investment Management | 5,572 | $1.63M | 0.55% | +103+1.9% | Added |
| Power Wealth Management LLC | 5,558 | $1.63M | 0.61% | +104+1.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,546 | $1.62M | 0.08% | −458−7.6% | Reduced |
| Earnest Partners LLC | 5,529 | $1.62M | 0.01% | −20−0.4% | Reduced |
| CAPROCK Group, Inc. | 5,519 | $1.62M | 0.04% | +2,175+65.0% | Added |
| Bull Street Advisors, LLC | 5,498 | $1.61M | 0.80% | −186−3.3% | Reduced |
| Palouse Capital Management, Inc. | 5,493 | $1.61M | 1.06% | +97+1.8% | Added |
| Weaver C. Barksdale & Associates, Inc. | 5,469 | $1.60M | 1.53% | +336+6.5% | Added |
| DB Fitzpatrick & Co, Inc | 5,419 | $1.59M | 1.36% | +1,061+24.3% | Added |
| Polianta Ltd | 5,400 | $1.58M | 0.21% | +900+20.0% | Added |
| Whittier Trust Co of Nevada Inc | 5,203 | $1.57M | 0.03% | −801−13.3% | Reduced |
| Center for Wealth Management Advisory | 5,365 | $1.57M | 1.13% | +626+13.2% | Added |
| YHB Investment Advisors, Inc. | 5,297 | $1.55M | 0.11% | −50−0.9% | Reduced |
| Goelzer Investment Management, Inc. | 5,267 | $1.54M | 0.07% | +4,235+410.4% | Added |
| Coastline Trust Co | 5,242 | $1.53M | 0.15% | −194−3.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 5,197 | $1.52M | 0.25% | +63+1.2% | Added |
| Legacy Trust | 5,175 | $1.51M | 0.29% | −8−0.2% | Reduced |
| RSM US Wealth Management LLC | 5,173 | $1.51M | 0.02% | −279−5.1% | Reduced |
| Ninety One North America, Inc. | 5,170 | $1.51M | 0.07% | +33+0.6% | Added |
| Baird Financial Group, Inc. | 5,156 | $1.51M | 0.00% | −6,226−54.7% | Reduced |
| Old National Bancorp | 5,111 | $1.50M | 0.03% | −872−14.6% | Reduced |
| Coldstream Capital Management Inc | 5,057 | $1.48M | 0.02% | −826−14.0% | Reduced |
| Castleview Partners, LLC | 5,056 | $1.48M | 0.76% | −350−6.5% | Reduced |
| Fulcrum Asset Management LLP | 5,195 | $1.48M | 0.22% | +415+8.7% | Added |
| Adviser Investments LLC | 5,040 | $1.48M | 0.02% | −3,574−41.5% | Reduced |
| Keudell/Morrison Wealth Management | 5,039 | $1.48M | 0.30% | +6+0.1% | Added |
| Sivik Global Healthcare LLC | 5,000 | $1.46M | 1.11% | +5,000 | New |
| KCM Investment Advisors LLC | 4,958 | $1.45M | 0.05% | −177−3.4% | Reduced |
| Summit Financial, LLC | 4,931 | $1.44M | 0.02% | +1,504+43.9% | Added |
| Wealth Enhancement Trust Services, Inc. | 4,899 | $1.43M | 0.17% | −9−0.2% | Reduced |
| Savant Capital, LLC | 4,884 | $1.43M | 0.01% | −20.0% | Reduced |