Skip to main content

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, Q3 2026

Institutional positions in Elevance Health, Inc. as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
10
+2 vs. Q2 2026
Shares held
15.8K
+375 (+2.4%) vs. Q2 2026
Total value
$6.14M
+$177.5K (+3.0%) vs. Q2 2026
New holders
2
4 more added
Sold out
0
3 more reduced

1,607 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 1,215 institutionsQ2 2021: 1,239 institutionsQ3 2021: 1,221 institutionsQ4 2021: 1,375 institutionsQ1 2022: 1,423 institutionsQ2 2022: 1,443 institutionsQ3 2022: 1,448 institutionsQ4 2022: 1,550 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,672 institutionsQ2 2024: 1,712 institutionsQ3 2024: 1,702 institutionsQ4 2024: 1,609 institutionsQ1 2025: 1,667 institutionsQ2 2025: 1,596 institutionsQ3 2025: 1,512 institutionsQ4 2025: 1,557 institutionsQ1 2026: 1,473 institutionsQ2 2026: 1,615 institutions
Value held
Q1 2021: $78.2BQ2 2021: $82.8BQ3 2021: $80.6BQ4 2021: $99.3BQ1 2022: $105.7BQ2 2022: $103.2BQ3 2022: $97.0BQ4 2022: $108.8BQ1 2023: $96.9BQ2 2023: $93.1BQ3 2023: $90.8BQ4 2023: $98.1BQ1 2024: $107.7BQ2 2024: $112.7BQ3 2024: $107.2BQ4 2024: $76.5BQ1 2025: $88.6BQ2 2025: $79.7BQ3 2025: $63.3BQ4 2025: $71.0BQ1 2026: $57.1BQ2 2026: $76.8B
Institutions holding ELV and their total value by quarter
QuarterHoldersValue
Q2 20261,615$76.8B
Q1 20261,473$57.1B
Q4 20251,557$71.0B
Q3 20251,512$63.3B
Q2 20251,596$79.7B
Q1 20251,667$88.6B
Q4 20241,609$76.5B
Q3 20241,702$107.2B
Q2 20241,712$112.7B
Q1 20241,672$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,550$108.8B
Q3 20221,448$97.0B
Q2 20221,443$103.2B
Q1 20221,423$105.7B
Q4 20211,375$99.3B
Q3 20211,221$80.6B
Q2 20211,239$82.8B
Q1 20211,215$78.2B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q2 2026.

Institutions holding ELV in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Alps Advisors Inc––––Not filed
Legacy Trust––––Not filed
Ninety One North America, Inc.––––Not filed
Baird Financial Group, Inc.––––Not filed
Old National Bancorp––––Not filed
Summit Financial, LLC––––Not filed
Keudell/Morrison Wealth Management––––Not filed
Cidel Asset Management Inc––––Not filed
SNS Financial Group, LLC––––Not filed
DB Fitzpatrick & Co, Inc––––Not filed
Bamco Inc––––Not filed
Timelo Investment Management Inc.––––Not filed
Center for Wealth Management Advisory––––Not filed
Greenleaf Trust––––Not filed
YHB Investment Advisors, Inc.––––Not filed
Adviser Investments LLC––––Not filed
Goelzer Investment Management, Inc.––––Not filed
Convergence Financial, LLC––––Not filed
Granite Harbor Advisors, Inc.––––Not filed
New Age Alpha Advisors, LLC––––Not filed
Everence Capital Management Inc––––Not filed
GAMMA Investing LLC––––Not filed
Syon Capital LLC––––Not filed
Plato Investment Management Ltd––––Not filed
KCM Investment Advisors LLC––––Not filed
Northwest & Ethical Investments L.P.––––Not filed
Castleview Partners, LLC––––Not filed
Polianta Ltd––––Not filed
Valeo Financial Advisors, LLC––––Not filed
Loomis Sayles & Co L P––––Not filed
FSB Premier Wealth Management, Inc.––––Not filed
Meeder Advisory Services, Inc.––––Not filed
Palouse Capital Management, Inc.––––Not filed
State of Wyoming––––Not filed
Blair William & Co––––Not filed
Tiaa-Cref Individual & Institutional Services, LLC––––Not filed
AlphaCore Capital LLC––––Not filed
Bragg Financial Advisors, Inc––––Not filed
Crux Wealth Advisors––––Not filed
Whittier Trust Co of Nevada Inc––––Not filed
Venator Management LLC––––Not filed
Coastal Bridge Advisors, LLC––––Not filed
Bartlett & Co. Wealth Management LLC––––Not filed
Quadrant Capital Group LLC––––Not filed
Rehmann Capital Advisory Group––––Not filed
Vestmark Advisory Solutions, Inc.––––Not filed
Power Wealth Management LLC––––Not filed
Burney Co––––Not filed
LMCG Investments, LLC––––Not filed
Federated Hermes, Inc.––––Not filed
D.A. Davidson & Co.––––Not filed
Lombard Odier Asset Management (Switzerland) SA––––Not filed
Gabelli Funds LLC––––Not filed
Cary Street Partners Financial LLC––––Not filed
Revisor Wealth Management LLC––––Not filed
Callan Family Office, LLC––––Not filed
SBI Okasan Asset Management Co.Ltd.––––Not filed
Benjamin Edwards Inc––––Not filed
Close Asset Management Ltd––––Not filed
Kennedy Capital Management, Inc.––––Not filed
Brighton Jones LLC––––Not filed
Dark Forest Capital Management LP––––Not filed
Apollon Wealth Management, LLC––––Not filed
T. Rowe Price Investment Management, Inc.––––Not filed
Wakefield Asset Management LLLP––––Not filed
Triglav Skladi, D.O.O.––––Not filed
Kestra Private Wealth Services, LLC––––Not filed
Cetera Trust Company, N.A––––Not filed
Cantor Fitzgerald Investment Adviser L.P.––––Not filed
Cape Investment Advisory, Inc.––––Not filed
Wealth Enhancement Trust Services, Inc.––––Not filed
AE Wealth Management LLC––––Not filed
Smith, Moore & Co.––––Not filed
Tocqueville Asset Management L.P.––––Not filed
Advisory Services Network, LLC––––Not filed
Brookstone Capital Management––––Not filed
Harbour Investments, Inc.––––Not filed
Kornitzer Capital Management Inc––––Not filed
Fifth Third Wealth Advisors LLC––––Not filed
Ronald Blue Trust, Inc.––––Not filed
Prelude Capital Management, LLC––––Not filed
Western Wealth Management, LLC––––Not filed
Sivik Global Healthcare LLC––––Not filed
Intrust Bank NA––––Not filed
Unique Wealth Strategies, LLC––––Not filed
Citizens Financial Group Inc––––Not filed
Csenge Advisory Group––––Not filed
Bailard, Inc.––––Not filed
Concurrent Investment Advisors, LLC––––Not filed
James Investment Research Inc––––Not filed
Bangor Savings Bank––––Not filed
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management––––Not filed
Hofer & Associates. Inc––––Not filed
Integrated Wealth Concepts LLC––––Not filed
Atlas Capital Advisors LLC––––Not filed
Gluskin Sheff & Assoc Inc––––Not filed
Edgestream Partners, L.P.––––Not filed
Legacy Financial Advisors, Inc.––––Not filed
TCW Group Inc––––Not filed
Mitchell McLeod Pugh & Williams Inc––––Not filed