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Livermore
ZHEN

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; 1,614 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, Q2 2026

Institutional positions in Elevance Health, Inc. as of Jun 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

Institutional holders
1,614
+161 vs. Q1 2026
Shares held
199.3M
+4.86M (+2.5%) vs. Q1 2026
Total value
$76.8B
+$19.9B (+35.0%) vs. Q1 2026
New holders
265
597 more added
Sold out
104
546 more reduced

20 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 1,614 institutions
Q1 2021: 1,215 institutionsQ2 2021: 1,239 institutionsQ3 2021: 1,221 institutionsQ4 2021: 1,375 institutionsQ1 2022: 1,424 institutionsQ2 2022: 1,444 institutionsQ3 2022: 1,449 institutionsQ4 2022: 1,551 institutionsQ1 2023: 1,521 institutionsQ2 2023: 1,529 institutionsQ3 2023: 1,531 institutionsQ4 2023: 1,660 institutionsQ1 2024: 1,673 institutionsQ2 2024: 1,713 institutionsQ3 2024: 1,703 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: 1,614 institutions
Value heldQ2 2026: $76.8B
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 20261,614$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 20241,703$107.2B
Q2 20241,713$112.7B
Q1 20241,673$107.7B
Q4 20231,660$98.1B
Q3 20231,531$90.8B
Q2 20231,529$93.1B
Q1 20231,521$96.9B
Q4 20221,551$108.8B
Q3 20221,449$97.0B
Q2 20221,444$103.2B
Q1 20221,424$105.7B
Q4 20211,375$99.3B
Q3 20211,221$80.6B
Q2 20211,239$82.8B
Q1 20211,215$78.2B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q1 2026.

Institutions holding ELV in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Copia Wealth Management0$250.00%0Unchanged
Halbert Hargrove Global Advisors, LLC0$1510.00%0New
Darwin Advisors, LLC0$3050.00%0New
Cordant, Inc.1$3380.00%+1New
Glass Jacobson Investment Advisors llc1$3870.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC1$3870.00%00.0%Unchanged
Evolution Wealth Management Inc.1$3870.00%00.0%Unchanged
Maryland Capital Advisors Inc.1$3870.00%+1New
Frazier Financial Advisors, LLC1$4030.00%00.0%Unchanged
SOA Wealth Advisors, LLC.1$4140.00%−1−50.0%Reduced
Meramec Financial Planners, LLC2$7570.00%00.0%Unchanged
N.E.W. Advisory Services LLC2$7730.00%−30−93.8%Reduced
Rakuten Securities, Inc.2$7730.00%+1+100.0%Added
Financial Gravity Companies, Inc.2$7730.00%+2New
TFC Financial Management2$7760.00%00.0%Unchanged
Spectrum Wealth Advisory Group, LLC2$7820.00%+2New
DecisionPoint Financial, LLC2$8330.00%−3−60.0%Reduced
Navigoe, LLC4$1.00K0.00%+4New
Lodestone Wealth Management LLC3$1.16K0.00%00.0%Unchanged
FWL Investment Management, LLC3$1.16K0.00%+3New
Oakmont Advisory Group, LLC3$1.16K0.00%+3New
Seneschal Advisors, LLC3$1.16K0.00%+2+200.0%Added
Breakwater Investment Management3$1.16K0.00%+3New
CBIZ Investment Advisory Services, LLC4$1.17K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC4$1.55K0.00%00.0%Unchanged
Downshift Financial, LLC4$1.55K0.00%+4New
BFSG, LLC5$1.93K0.00%−5−50.0%Reduced
PayPay Securities Corp5$1.93K0.07%00.0%Unchanged
JNBA Financial Advisors5$1.93K0.00%00.0%Unchanged
Raelipskie Partnership5$1.93K0.00%00.0%Unchanged
Buck Wealth Strategies, LLC5$1.93K0.00%+5New
Park Square Financial Group, LLC5$1.93K0.02%+5New
Harborfront Financial Group LLC5$2.03K0.01%+5New
WestEnd Advisors, LLC6$2.32K0.00%00.0%Unchanged
Key Capital Management, INC6$2.32K0.00%00.0%Unchanged
S&T Bank6$2.32K0.00%+6New
Persistent Asset Partners Ltd6$2.32K0.00%+6New
Quaker Wealth Management, LLC6$2.32K0.00%+3+100.0%Added
MJT & Associates Financial Advisory Group, Inc.6$2.32K0.00%+6New
Dunhill Financial, LLC6$2.39K0.00%+2+50.0%Added
First Command Advisory Services, Inc.7$2.71K0.00%−160−95.8%Reduced
Caldwell Sutter Capital, Inc.7$2.71K0.00%00.0%Unchanged
Fairscale Capital, LLC7$2.71K0.00%00.0%Unchanged
Hoey Investments, Inc7$2.71K0.00%00.0%Unchanged
Mosley Wealth Management8$3.09K0.00%00.0%Unchanged
Elevated Capital Advisors, LLC8$3.09K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.8$3.09K0.00%00.0%Unchanged
Benson Wealth Management INC8$3.09K0.00%00.0%Unchanged
NVWM, LLC8$3.09K0.00%+5+166.7%Added
Itau Unibanco Holding S.A.8$3.09K0.00%+8New
Tompkins Financial Corp9$3.48K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC9$3.48K0.00%00.0%Unchanged
Sunrise Financial Services, LLC9$3.48K0.00%00.0%Unchanged
Horizon Financial Services, LLC9$3.48K0.00%+9New
Strengthening Families & Communities, LLC9$3.51K0.00%+4+80.0%Added
1015 Capital Partners, LLC10$3.87K0.00%+6+150.0%Added
Marshall Investment Management, LLC10$3.87K0.00%+10New
Fedenia Advisers LLC10$3.87K0.00%+10New
United Financial Planning Group LLC11$4.25K0.00%00.0%Unchanged
Markowski Investments11$4.25K0.00%+11New
Retirement Wealth Solutions LLC11$4.25K0.00%+8+266.7%Added
BOK Financial Private Wealth, Inc.11$4.25K0.00%+11New
Nemes Rush Group LLC12$4.64K0.00%−2−14.3%Reduced
CoreFirst Bank & Trust12$4.64K0.00%00.0%Unchanged
Planning Strategies Inc.12$4.64K0.00%+12New
Evelyn Partners Group Ltd12$4.64K0.00%+12New
Golden State Equity Partners13$5.03K0.01%−87−87.0%Reduced
Fortis Group Advisors, LLC13$5.03K0.00%00.0%Unchanged
Burk Holdings LLC13$5.03K0.00%00.0%Unchanged
Ameriflex Group, Inc.13$5.03K0.00%+9+225.0%Added
Catherine Avery Investment Management LLC13$5.03K0.00%+13New
American Capital Advisory, LLC13$5.03K0.00%+5+62.5%Added
PFS Partners, LLC13$5.13K0.00%00.0%Unchanged
Sankala Group LLC13$5.23K0.00%−1−7.1%Reduced
Hollencrest Capital Management14$5.41K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC14$5.41K0.00%00.0%Unchanged
Clark Wealth Partners14$5.42K0.00%+14New
Valued Wealth Advisors LLC14$5.47K0.00%+5+55.6%Added
Wolff Wiese Magana LLC15$5.80K0.00%00.0%Unchanged
Penserra Capital Management LLC18$6.00K0.00%00.0%Unchanged
Synergy Investment Management, LLC16$6.02K0.00%+3+23.1%Added
Mark Sheptoff Financial Planning, LLC16$6.19K0.00%00.0%Unchanged
Prosperity Bancshares Inc16$6.19K0.00%+10+166.7%Added
Abound Wealth Management17$6.57K0.00%−49−74.2%Reduced
Principia Wealth Advisory, LLC17$6.57K0.00%+9+112.5%Added
Creative Capital Management Investments LLC17$6.57K0.00%+17New
Torren Management, LLC17$6.72K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC17$6.76K0.00%+11+183.3%Added
Brown, Lisle/Cummings, Inc.18$6.96K0.00%−1−5.3%Reduced
Triumph Capital Management18$7.04K0.00%+7+63.6%Added
Bare Financial Services, Inc19$7.35K0.00%+7+58.3%Added
Wall Street Access Asset Management, LLC19$7.35K0.00%+19New
Washington Trust Advisors, Inc.20$7.74K0.00%−200−90.9%Reduced
Morse Asset Management, Inc20$7.74K0.00%+20New
Redwood Park Advisors LLC21$7.93K0.01%+1+5.0%Added
High Note Wealth, LLC21$8.12K0.00%+14+200.0%Added
Alerus Financial NA22$8.51K0.00%00.0%Unchanged
First United Bank Trust22$8.51K0.00%00.0%Unchanged
Orion Capital Management LLC23$8.89K0.00%00.0%Unchanged
Aspect Partners, LLC23$8.89K0.00%00.0%Unchanged