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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 4,868 | $1.43M | 0.01% | +8+0.2% | Added |
| Toth Financial Advisory Corp | 4,837 | $1.42M | 0.16% | −551−10.2% | Reduced |
| Greenleaf Trust | 4,832 | $1.41M | 0.01% | −175−3.5% | Reduced |
| Everence Capital Management Inc | 4,820 | $1.41M | 0.09% | −464−8.8% | Reduced |
| Granite Harbor Advisors, Inc. | 4,818 | $1.41M | 0.62% | −26−0.5% | Reduced |
| Tweedy, Browne Co LLC | 4,796 | $1.40M | 0.11% | +1,668+53.3% | Added |
| Main Street Financial Solutions, LLC | 4,737 | $1.39M | 0.10% | +705+17.5% | Added |
| Crux Wealth Advisors | 4,713 | $1.38M | 0.53% | +158+3.5% | Added |
| Cidel Asset Management Inc | 4,690 | $1.37M | 0.07% | +1,024+27.9% | Added |
| Close Asset Management Ltd | 4,668 | $1.37M | 0.04% | −1,673−26.4% | Reduced |
| Ossiam | 4,662 | $1.36M | 0.02% | −524−10.1% | Reduced |
| BDF-Gestion | 4,652 | $1.36M | 0.18% | +4,652 | New |
| Bridgefront Capital, LLC | 4,632 | $1.36M | 0.34% | +4,632 | New |
| FSB Premier Wealth Management, Inc. | 4,605 | $1.35M | 0.42% | +145+3.3% | Added |
| Bailard, Inc. | 4,551 | $1.33M | 0.03% | −166−3.5% | Reduced |
| Bragg Financial Advisors, Inc | 4,503 | $1.32M | 0.04% | +3+0.1% | Added |
| Loomis Sayles & Co L P | 4,502 | $1.32M | 0.00% | −5,000−52.6% | Reduced |
| D.A. Davidson & Co. | 4,481 | $1.31M | 0.01% | −1,139−20.3% | Reduced |
| SPWM Advisors LLC | 3,332 | $1.31M | 1.14% | +37+1.1% | Added |
| Cary Street Partners Financial LLC | 4,471 | $1.31M | 0.03% | +985+28.3% | Added |
| Cape Investment Advisory, Inc. | 4,465 | $1.31M | 0.43% | +435+10.8% | Added |
| Coastal Bridge Advisors, LLC | 4,433 | $1.30M | 0.09% | +140+3.3% | Added |
| Summit Global Investments | 4,421 | $1.29M | 0.08% | −5,190−54.0% | Reduced |
| Van Diest Capital, LLC | 4,388 | $1.28M | 1.01% | +3,039+225.3% | Added |
| EP Wealth Advisors, LLC | 4,380 | $1.28M | 0.01% | −955−17.9% | Reduced |
| Burney Co | 4,318 | $1.26M | 0.04% | −73−1.7% | Reduced |
| Bessemer Group Inc | 4,297 | $1.26M | 0.00% | −138,897−97.0% | Reduced |
| Valeo Financial Advisors, LLC | 4,281 | $1.25M | 0.03% | +396+10.2% | Added |
| Blair William & Co | 4,273 | $1.25M | 0.00% | −756−15.0% | Reduced |
| Syon Capital LLC | 4,269 | $1.25M | 0.06% | +1,835+75.4% | Added |
| LMCG Investments, LLC | 4,241 | $1.24M | 0.07% | −85−2.0% | Reduced |
| 44 Wealth Management LLC | 4,238 | $1.24M | 0.43% | −61−1.4% | Reduced |
| Rehmann Capital Advisory Group | 4,219 | $1.24M | 0.06% | +1,035+32.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 4,219 | $1.24M | 0.05% | +4,219 | New |
| Gabelli Funds LLC | 4,210 | $1.23M | 0.01% | −7,990−65.5% | Reduced |
| Aviso Financial Inc. | 4,160 | $1.22M | 0.04% | +1,166+38.9% | Added |
| TD Private Client Wealth LLC | 4,130 | $1.21M | 0.03% | +151+3.8% | Added |
| Tufton Capital Management | 4,124 | $1.21M | 0.22% | 00.0% | Unchanged |
| Maia Wealth LLC | 4,103 | $1.20M | 0.20% | −823−16.7% | Reduced |
| Allen Investment Management LLC | 4,098 | $1.20M | 0.01% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 4,078 | $1.19M | 0.19% | −360−8.1% | Reduced |
| AlphaCore Capital LLC | 4,037 | $1.18M | 0.03% | +1,187+41.6% | Added |
| Pekin Hardy Strauss, Inc. | 4,030 | $1.18M | 0.12% | −5,588−58.1% | Reduced |
| Advisory Services Network, LLC | 4,030 | $1.18M | 0.02% | −485−10.7% | Reduced |
| Meeder Advisory Services, Inc. | 4,027 | $1.18M | 0.05% | −67−1.6% | Reduced |
| Revisor Wealth Management LLC | 4,010 | $1.17M | 0.32% | +2,482+162.4% | Added |
| 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 |
| SBI Okasan Asset Management Co.Ltd. | 4,100 | $1.17M | 0.05% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,979 | $1.16M | 0.01% | −851−17.6% | Reduced |
| Hound Partners, LLC | 3,935 | $1.15M | 0.15% | +3,935 | New |
| Smith, Moore & Co. | 3,896 | $1.14M | 0.08% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 3,643 | $1.13M | 0.07% | −163−4.3% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 3,870 | $1.13M | 0.08% | −475−10.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,866 | $1.13M | 0.04% | +320+9.0% | Added |
| IPG Investment Advisors LLC | 3,844 | $1.13M | 0.19% | +1,632+73.8% | Added |
| Tocqueville Asset Management L.P. | 3,839 | $1.12M | 0.02% | −107−2.7% | Reduced |
| Sunbelt Securities, Inc. | 3,817 | $1.12M | 0.07% | +3,808+42,311.1% | Added |
| Cetera Trust Company, N.A | 3,801 | $1.11M | 0.63% | +25+0.7% | Added |
| Marshall Wace, LLP | 3,800 | $1.11M | 0.00% | +3,800 | New |
| Callan Family Office, LLC | 3,777 | $1.11M | 0.03% | −1,560−29.2% | Reduced |
| Hofer & Associates. Inc | 3,776 | $1.11M | 0.59% | +40+1.1% | Added |
| Unique Wealth Strategies, LLC | 3,765 | $1.10M | 0.45% | +93+2.5% | Added |
| Benjamin Edwards Inc | 3,753 | $1.10M | 0.01% | −223−5.6% | Reduced |
| Johnson Investment Counsel Inc | 3,743 | $1.10M | 0.01% | −805−17.7% | Reduced |
| Western Wealth Management, LLC | 3,738 | $1.09M | 0.04% | +2,516+205.9% | Added |
| Concurrent Investment Advisors, LLC | 3,733 | $1.09M | 0.01% | +399+12.0% | Added |
| Tobam | 3,730 | $1.09M | 0.28% | −3,897−51.1% | Reduced |
| Leonteq Securities AG | 3,700 | $1.08M | 0.07% | +1,846+99.6% | Added |
| Bangor Savings Bank | 3,694 | $1.08M | 0.09% | −94−2.5% | Reduced |
| Axq Capital, LP | 3,687 | $1.08M | 0.14% | +3,687 | New |
| TCW Group Inc | 3,668 | $1.07M | 0.01% | −1,202−24.7% | Reduced |
| Integrated Advisors Network LLC | 3,651 | $1.07M | 0.06% | −1,304−26.3% | Reduced |
| CenterBook Partners LP | 3,637 | $1.06M | 0.06% | −8,686−70.5% | Reduced |
| Grove Bank & Trust | 3,594 | $1.05M | 0.12% | +771+27.3% | Added |
| Atom Investors LP | 3,583 | $1.05M | 0.08% | +3,583 | New |
| Tiaa-Cref Individual & Institutional Services, LLC | 3,579 | $1.05M | 0.00% | +3,579 | New |
| Alesco Advisors LLC | 3,576 | $1.05M | 0.03% | +3,576 | New |
| Gluskin Sheff & Assoc Inc | 3,553 | $1.04M | 0.17% | −124−3.4% | Reduced |
| River Wealth Advisors LLC | 3,551 | $1.04M | 0.12% | −544−13.3% | Reduced |
| IMA Wealth, Inc. | 3,530 | $1.03M | 0.10% | −39−1.1% | Reduced |
| Kornitzer Capital Management Inc | 3,530 | $1.03M | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3,503 | $1.03M | 0.12% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,500 | $1.02M | 0.06% | −20−0.6% | Reduced |
| Legacy Financial Advisors, Inc. | 3,497 | $1.02M | 0.14% | −319−8.4% | Reduced |
| Mill Creek Capital Advisors, LLC | 3,474 | $1.02M | 0.02% | +3,474 | New |
| Sienna Gestion | 3,541 | $1.02M | 0.07% | −15,145−81.0% | Reduced |
| SummitTX Capital, L.P. | 3,444 | $1.01M | 0.03% | −76,058−95.7% | Reduced |
| Harbour Investments, Inc. | 3,426 | $1.00M | 0.02% | +607+21.5% | Added |
| Intact Investment Management Inc. | 3,370 | $986.6K | 0.03% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,360 | $983.6K | 0.02% | +3,360 | New |
| Mitchell McLeod Pugh & Williams Inc | 3,336 | $976.6K | 0.14% | −19−0.6% | Reduced |
| Essex Financial Services, Inc. | 3,330 | $974.9K | 0.05% | −151−4.3% | Reduced |
| Pinnacle Associates Ltd | 3,311 | $969.2K | 0.01% | −267−7.5% | Reduced |
| Voleon Capital Management LP | 3,297 | $965.2K | 0.02% | −27,882−89.4% | Reduced |
| Intrust Bank NA | 3,286 | $962.0K | 0.08% | −873−21.0% | Reduced |
| CSS LLC | 3,271 | $957.6K | 0.05% | +1,010+44.7% | Added |
| Mount Yale Investment Advisors, LLC | 3,260 | $954.6K | 0.02% | +661+25.4% | Added |
| Transcend Wealth Collective, LLC | 3,256 | $953.2K | 0.08% | +1,169+56.0% | Added |
| Diversify Wealth Management, LLC | 2,527 | $951.7K | 0.02% | +2,527 | New |