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 |
|---|---|---|---|---|---|
| Patriot Financial Group Insurance Agency, LLC | 2,236 | $654.8K | 0.04% | +803+56.0% | Added |
| Fiduciary Trust Co | 2,229 | $652.5K | 0.01% | −66−2.9% | Reduced |
| Barden Capital Management, Inc. | 2,216 | $648.7K | 0.55% | +226+11.4% | Added |
| Englebert Financial Advisers, LLC | 2,202 | $644.6K | 0.73% | +241+12.3% | Added |
| Checchi Capital Advisers, LLC | 2,194 | $642.3K | 0.04% | +222+11.3% | Added |
| Ritholtz Wealth Management | 2,164 | $633.5K | 0.01% | −790−26.7% | Reduced |
| TCG Advisory Services, LLC | 2,154 | $630.6K | 0.02% | +1,428+196.7% | Added |
| Insight Inv LLC | 2,127 | $622.7K | 0.34% | −282−11.7% | Reduced |
| Signaturefd, LLC | 2,118 | $620.1K | 0.01% | −105−4.7% | Reduced |
| Cigna Investments Inc | 2,106 | $617.0K | 0.10% | −57−2.6% | Reduced |
| Arkadios Wealth Advisors | 2,093 | $612.6K | 0.01% | −112−5.1% | Reduced |
| Modern Wealth Management, LLC | 2,052 | $612.4K | 0.01% | −278−11.9% | Reduced |
| Signature Estate & Investment Advisors LLC | 2,084 | $610.3K | 0.01% | −10−0.5% | Reduced |
| Longfellow Investment Management Co LLC | 2,084 | $610.1K | 0.13% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,079 | $608.7K | 0.03% | −30−1.4% | Reduced |
| Ocean Capital Management, LLC | 2,066 | $605.0K | 0.12% | −71−3.3% | Reduced |
| Chicago Partners Investment Group LLC | 1,838 | $603.4K | 0.01% | +1,068+138.7% | Added |
| Equitable Trust Co | 2,059 | $602.8K | 0.03% | −5,790−73.8% | Reduced |
| Roberts Glore & Co Inc | 2,059 | $602.8K | 0.17% | +10+0.5% | Added |
| Tranquilli Financial Advisor LLC | 2,055 | $601.6K | 0.35% | +422+25.8% | Added |
| Oak Associates, Ltd | 2,054 | $601.3K | 0.04% | −2,210−51.8% | Reduced |
| Keystone Financial Services | 2,031 | $594.6K | 0.17% | +400+24.5% | Added |
| Souders Financial Advisors | 2,024 | $592.6K | 0.07% | −56−2.7% | Reduced |
| EverSource Wealth Advisors, LLC | 2,012 | $589.3K | 0.02% | +11+0.5% | Added |
| Westpac Banking Corp | 2,003 | $586.4K | 0.04% | −217−9.8% | Reduced |
| Garrison Point Advisors, LLC | 2,000 | $585.5K | 0.27% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 1,995 | $584.0K | 0.01% | −118−5.6% | Reduced |
| Ameritas Investment Partners, Inc. | 1,989 | $582.3K | 0.02% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 1,974 | $577.9K | 0.17% | +1,085+122.0% | Added |
| Islay Capital Management, LLC | 1,973 | $577.6K | 0.29% | −499−20.2% | Reduced |
| RFG Advisory, LLC | 1,965 | $575.3K | 0.01% | +482+32.5% | Added |
| Umb Bank N A | 1,935 | $566.5K | 0.01% | −178−8.4% | Reduced |
| Cypress Wealth Services, LLC | 1,926 | $563.8K | 0.08% | +1,926 | New |
| E Fund Management Co., Ltd. | 1,919 | $561.8K | 0.02% | +1,919 | New |
| LRI Investments, LLC | 1,915 | $560.6K | 0.05% | −84−4.2% | Reduced |
| Terry L. Blaker | 1,914 | $560.3K | 0.02% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 1,912 | $559.7K | 0.07% | +298+18.5% | Added |
| Sanders Morris Harris LLC | 1,900 | $556.2K | 0.09% | +1,900 | New |
| Frisch Financial Group, Inc. | 1,900 | $556.1K | 0.12% | +11+0.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,896 | $555.1K | 0.02% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 1,888 | $552.7K | 0.01% | −83−4.2% | Reduced |
| Northern Financial Advisors Inc | 1,877 | $549.5K | 0.40% | +810+75.9% | Added |
| EntryPoint Capital, LLC | 1,876 | $549.2K | 0.16% | +1,876 | New |
| Field & Main Bank | 1,858 | $543.9K | 0.16% | −76−3.9% | Reduced |
| Axiom Investment Management LLC | 1,853 | $542.5K | 0.41% | +1,853 | New |
| Garde Capital, Inc. | 1,850 | $541.6K | 0.03% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 1,850 | $541.6K | 0.04% | +5+0.3% | Added |
| Fisher Asset Management, LLC | 1,846 | $540.6K | 0.00% | +556+43.1% | Added |
| Bryn Mawr Trust Co | 1,846 | $540.4K | 0.01% | +225+13.9% | Added |
| Indivisible Partners | 1,838 | $538.2K | 0.05% | +138+8.1% | Added |
| Exencial Wealth Advisors, LLC | 1,834 | $536.9K | 0.02% | −112−5.8% | Reduced |
| Perennial Investment Advisors, LLC | 1,828 | $535.1K | 0.04% | −118−6.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,820 | $532.8K | 0.00% | +1+0.1% | Added |
| PDS Planning, Inc | 1,801 | $527.2K | 0.03% | −97−5.1% | Reduced |
| Centric Wealth Management | 1,400 | $520.7K | 0.10% | −16−1.1% | Reduced |
| Prelude Capital Management, LLC | 1,770 | $518.2K | 0.04% | −3,148−64.0% | Reduced |
| Plancorp, LLC | 1,661 | $517.5K | 0.01% | −170−9.3% | Reduced |
| Aso Group Ltd | 1,748 | $512.0K | 0.22% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 1,746 | $511.1K | 0.21% | −586−25.1% | Reduced |
| Taylor Financial Group, Inc. | 1,740 | $509.4K | 0.31% | −125−6.7% | Reduced |
| Oppenheimer & Co Inc | 1,740 | $509.4K | 0.01% | +1,740 | New |
| Busey Wealth Management | 1,731 | $506.8K | 0.01% | −10−0.6% | Reduced |
| Silver Oak Securities, Inc | 1,730 | $506.5K | 0.04% | +72+4.3% | Added |
| InvesTrust | 1,716 | $502.4K | 0.21% | 00.0% | Unchanged |
| Keystone Financial Group | 1,624 | $501.2K | 0.03% | −300−15.6% | Reduced |
| Brogan Financial, Inc. | 1,704 | $499.0K | 0.22% | +10+0.6% | Added |
| Wealth Alliance | 1,694 | $496.0K | 0.05% | +39+2.4% | Added |
| Detalus Advisors, LLC | 1,693 | $495.6K | 0.11% | +1+0.1% | Added |
| Systematic Financial Management LP | 1,690 | $494.7K | 0.01% | −55−3.2% | Reduced |
| OpenArc Corporate Advisory, LLC | 1,689 | $494.5K | 0.01% | +210+14.2% | Added |
| Change Path, LLC | 1,676 | $490.7K | 0.01% | −71−4.1% | Reduced |
| Brown Brothers Harriman & Co | 1,668 | $488.3K | 0.00% | −55−3.2% | Reduced |
| Burns Matteson Capital Management, LLC | 1,668 | $488.3K | 0.19% | −4−0.2% | Reduced |
| Canandaigua National Corp | 1,661 | $486.3K | 0.04% | +1,661 | New |
| Fortress Private Ledger, LLC | 1,656 | $484.9K | 0.15% | +109+7.0% | Added |
| Vestor Capital, LLC | 1,646 | $482.0K | 0.03% | +290+21.4% | Added |
| Ruggaard & Associates LLC | 1,644 | $481.3K | 0.19% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,638 | $479.5K | 0.23% | +744+83.2% | Added |
| LOM Asset Management Ltd | 1,631 | $477.5K | 0.14% | −250−13.3% | Reduced |
| Founders Grove Wealth Partners, LLC | 1,631 | $477.5K | 0.11% | −87−5.1% | Reduced |
| Oslo Pensjonsforsikring AS | 1,613 | $472.2K | 0.07% | +1,613 | New |
| CVFG LLC | 1,612 | $471.9K | 0.06% | +74+4.8% | Added |
| AdvisorShares Investments LLC | 1,600 | $468.4K | 0.09% | +200+14.3% | Added |
| 1st Source Bank | 1,593 | $466.4K | 0.02% | −40−2.4% | Reduced |
| Boothbay Fund Management, LLC | 1,574 | $460.8K | 0.01% | +1,574 | New |
| Edgestream Partners, L.P. | 1,572 | $460.2K | 0.02% | +535+51.6% | Added |
| Marex Group plc | 1,565 | $458.2K | 0.00% | +395+33.8% | Added |
| Wedmont Private Capital | 1,437 | $457.4K | 0.01% | −476−24.9% | Reduced |
| Perpetual Ltd | 1,562 | $457.3K | 0.01% | +62+4.1% | Added |
| VisionPoint Advisory Group, LLC | 1,558 | $456.2K | 0.09% | +15+1.0% | Added |
| Sigma Planning Corp | 1,553 | $454.7K | 0.01% | −19−1.2% | Reduced |
| Deseret Mutual Benefit Administrators | 1,544 | $452.0K | 0.15% | +726+88.8% | Added |
| First Bank & Trust | 1,542 | $451.4K | 0.07% | +563+57.5% | Added |
| Regions Financial Corp | 1,540 | $450.8K | 0.00% | −586−27.6% | Reduced |
| Allworth Financial LP | 1,539 | $450.6K | 0.00% | −203−11.7% | Reduced |
| Fidelis Capital Partners, LLC | 1,538 | $450.3K | 0.03% | −40−2.5% | Reduced |
| Optimize Financial Inc | 1,530 | $447.9K | 0.22% | +1,530 | New |
| Fideuram Asset Management (Ireland) dac | 1,359 | $445.1K | 0.06% | −1,184−46.6% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 1,511 | $442.3K | 0.68% | 00.0% | Unchanged |
| PCM Encore, LLC | 1,509 | $441.8K | 0.09% | −29−1.9% | Reduced |