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 |
|---|---|---|---|---|---|
| Inkwell Capital LLC | 3,242 | $949.1K | 0.97% | −23−0.7% | Reduced |
| Moody National Bank Trust Division | 3,225 | $944.1K | 0.09% | +290+9.9% | Added |
| Brookstone Capital Management | 3,220 | $942.7K | 0.01% | +476+17.3% | Added |
| Integrated Wealth Concepts LLC | 3,217 | $941.9K | 0.01% | +912+39.6% | Added |
| Vestmark Advisory Solutions, Inc. | 3,209 | $939.7K | 0.01% | −1,319−29.1% | Reduced |
| Todd Asset Management LLC | 3,182 | $931.5K | 0.02% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 3,132 | $931.4K | 0.01% | −376−10.7% | Reduced |
| Clearbridge Investments, LLC | 3,171 | $928.3K | 0.00% | 00.0% | Unchanged |
| Apella Capital, LLC | 2,857 | $922.9K | 0.01% | +871+43.9% | Added |
| MASTERINVEST Kapitalanlage GmbH | 3,145 | $920.7K | 0.10% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3,141 | $919.7K | 0.01% | +620+24.6% | Added |
| Bokf, NA | 3,140 | $919.2K | 0.01% | +199+6.8% | Added |
| Knollwood Investment Advisory, LLC | 3,137 | $918.4K | 0.09% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 3,133 | $917.1K | 0.05% | +229+7.9% | Added |
| Sentry LLC | 3,094 | $905.8K | 0.29% | −31−1.0% | Reduced |
| Csenge Advisory Group | 3,078 | $900.9K | 0.04% | −105−3.3% | Reduced |
| Wealth Architects, LLC | 3,059 | $895.5K | 0.08% | −40−1.3% | Reduced |
| Stock Yards Bank & Trust Co | 3,052 | $893.5K | 0.03% | −15−0.5% | Reduced |
| Greenfield Savings Bank | 3,040 | $890.0K | 0.38% | −87−2.8% | Reduced |
| Walleye Capital LLC | 3,024 | $885.3K | 0.01% | −106,159−97.2% | Reduced |
| Shay Capital LLC | 3,000 | $878.3K | 0.12% | −3,000−50.0% | Reduced |
| Peoples Bank | 2,997 | $877.4K | 0.88% | −135−4.3% | Reduced |
| GAMMA Investing LLC | 2,988 | $874.7K | 0.04% | −976−24.6% | Reduced |
| DGS Capital Management, LLC | 2,980 | $872.3K | 0.14% | −106−3.4% | Reduced |
| Merrion Investment Management Co, LLC | 2,975 | $870.9K | 0.47% | 00.0% | Unchanged |
| Guardian Partners Inc. | 2,960 | $868.7K | 0.07% | −452−13.2% | Reduced |
| Xxi Wealth, LLC | 2,942 | $861.3K | 0.49% | −445−13.1% | Reduced |
| DoubleLine ETF Adviser LP | 2,918 | $854.2K | 0.33% | +2,918 | New |
| Leavell Investment Management, Inc. | 2,914 | $853.1K | 0.03% | −211−6.8% | Reduced |
| Octavia Wealth Advisors, LLC | 2,908 | $851.3K | 0.08% | +706+32.1% | Added |
| Smartleaf Asset Management LLC | 2,988 | $851.1K | 0.03% | −105−3.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,902 | $849.6K | 0.09% | +10.0% | Added |
| FRG Family Wealth Advisors LLC | 2,900 | $849.0K | 0.14% | −910−23.9% | Reduced |
| Alps Advisors Inc | 2,893 | $846.9K | 0.00% | −195−6.3% | Reduced |
| Citizens Financial Group Inc | 2,881 | $843.3K | 0.01% | −454−13.6% | Reduced |
| Independent Advisor Alliance | 2,868 | $839.8K | 0.01% | +29+1.0% | Added |
| Meriwether Wealth & Planning, LLC | 2,862 | $837.9K | 0.46% | +916+47.1% | Added |
| Apollon Wealth Management, LLC | 2,831 | $828.8K | 0.01% | −584−17.1% | Reduced |
| Cypress Advisory Group LLC | 2,830 | $828.5K | 0.63% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 2,804 | $820.9K | 0.29% | +999+55.3% | Added |
| PKO Investment Management Joint-Stock Co | 2,800 | $819.7K | 0.07% | −700−20.0% | Reduced |
| Frank, Rimerman Advisors LLC | 2,791 | $817.1K | 0.05% | 00.0% | Unchanged |
| Larry Mathis Financial Planning, LLC | 2,790 | $816.8K | 0.73% | +690+32.9% | Added |
| Sendero Wealth Management, LLC | 2,789 | $816.5K | 0.09% | +995+55.5% | Added |
| James Investment Research Inc | 2,752 | $805.6K | 0.09% | +1,264+84.9% | Added |
| Robertson Stephens Wealth Management, LLC | 2,739 | $801.8K | 0.02% | +10+0.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 2,730 | $799.2K | 0.02% | +420+18.2% | Added |
| Institute for Wealth Management, LLC. | 2,723 | $797.2K | 0.09% | −100−3.5% | Reduced |
| Empower Advisory Group, LLC | 2,722 | $796.9K | 0.00% | +98+3.7% | Added |
| Neo Ivy Capital Management | 2,722 | $796.9K | 0.21% | +2,722 | New |
| Group One Trading, L.P. | 2,707 | $792.5K | 0.03% | −4,031−59.8% | Reduced |
| Aaron Wealth Advisors | 2,704 | $791.6K | 0.05% | +154+6.0% | Added |
| Ritter Daniher Financial Advisory LLC | 2,701 | $790.8K | 0.13% | −207−7.1% | Reduced |
| Quadrant Capital Group LLC | 2,700 | $790.4K | 0.02% | −67−2.4% | Reduced |
| ISAM Funds (UK) Ltd | 2,692 | $788.1K | 0.39% | +1,141+73.6% | Added |
| Mission Wealth Management, LP | 2,677 | $783.7K | 0.02% | −38−1.4% | Reduced |
| Wealthcare Advisory Partners LLC | 2,674 | $783.0K | 0.02% | −375−12.3% | Reduced |
| AE Wealth Management LLC | 2,641 | $773.5K | 0.00% | −417−13.6% | Reduced |
| SRS Capital Advisors, Inc. | 2,610 | $769.2K | 0.02% | −3,791−59.2% | Reduced |
| Journey Strategic Wealth LLC | 2,617 | $766.1K | 0.02% | +4+0.2% | Added |
| Sapient Capital LLC | 2,612 | $764.7K | 0.01% | +31+1.2% | Added |
| Bedel Financial Consulting, Inc. | 2,608 | $763.5K | 0.09% | −70−2.6% | Reduced |
| Financial Security Advisor, Inc. | 2,608 | $763.4K | 0.14% | +425+19.5% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 2,600 | $761.1K | 0.04% | 00.0% | Unchanged |
| Washington Trust Bank | 2,599 | $760.9K | 0.06% | −32,191−92.5% | Reduced |
| Trust Asset Management LLC | 2,584 | $756.5K | 0.05% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 2,555 | $748.0K | 0.04% | +56+2.2% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,537 | $742.7K | 0.06% | −100−3.8% | Reduced |
| Sowell Financial Services LLC | 2,531 | $740.8K | 0.03% | −304−10.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,480 | $725.9K | 0.01% | +667+36.8% | Added |
| Profund Advisors LLC | 2,467 | $722.2K | 0.03% | −1,148−31.8% | Reduced |
| Pure Financial Advisors, Inc. | 2,465 | $721.7K | 0.01% | −510−17.1% | Reduced |
| Snowden Capital Advisors LLC | 2,463 | $721.1K | 0.02% | +72+3.0% | Added |
| Joel Isaacson & Co., LLC | 2,458 | $719.6K | 0.02% | −103−4.0% | Reduced |
| Walleye Trading LLC | 2,457 | $719.3K | 0.01% | +182+8.0% | Added |
| Lighthouse Investment Partners, LLC | 2,450 | $717.2K | 0.03% | +1,769+259.8% | Added |
| Heritage Wealth Advisors | 2,443 | $715.2K | 0.03% | −188−7.1% | Reduced |
| Convergence Financial, LLC | 2,433 | $712.5K | 0.08% | +62+2.6% | Added |
| Barlow Wealth Partners, Inc. | 2,205 | $712.3K | 0.08% | 00.0% | Unchanged |
| Chicago Capital, LLC | 2,427 | $710.5K | 0.02% | +8+0.3% | Added |
| Michels Family Financial, LLC | 2,418 | $707.8K | 0.51% | +40+1.7% | Added |
| Foundations Investment Advisors, LLC | 2,415 | $707.1K | 0.01% | −428−15.1% | Reduced |
| Tower Research Capital LLC (TRC) | 2,409 | $705.2K | 0.02% | −2,818−53.9% | Reduced |
| Oasis Advisors, LLC | 2,400 | $703.8K | 0.14% | +2,400 | New |
| Asset Dedication, LLC | 2,397 | $701.7K | 0.05% | −1,129−32.0% | Reduced |
| Axecap Investments, LLC | 2,396 | $701.4K | 0.48% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 2,382 | $697.4K | 0.27% | +14+0.6% | Added |
| Eagle Global Advisors LLC | 2,380 | $696.7K | 0.03% | −28,606−92.3% | Reduced |
| Mutual Advisors, LLC | 2,378 | $696.3K | 0.01% | +88+3.8% | Added |
| Searle & Co. | 2,356 | $689.7K | 0.17% | −250−9.6% | Reduced |
| Wedbush Securities Inc | 2,332 | $683.0K | 0.02% | +107+4.8% | Added |
| Legato Capital Management LLC | 2,331 | $682.4K | 0.06% | −3,955−62.9% | Reduced |
| Intellectus Partners, LLC | 2,301 | $673.6K | 0.14% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 2,125 | $671.1K | 0.06% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 1,801 | $671.0K | 0.33% | −121−6.3% | Reduced |
| Landscape Capital Management, L.L.C. | 2,284 | $668.6K | 0.04% | +2,284 | New |
| Gsa Capital Partners LLP | 2,276 | $666.0K | 0.04% | +1,656+267.1% | Added |
| Diversify Advisory Services, LLC | 1,764 | $664.4K | 0.10% | −572−24.5% | Reduced |
| Parallel Advisors, LLC | 2,248 | $658.1K | 0.01% | −37−1.6% | Reduced |
| Shelton Capital Management | 2,242 | $656.3K | 0.01% | −63−2.7% | Reduced |