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, 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
- 1,615
- +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
- 547 more reduced
19 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.
| 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 | 1,703 | $107.2B |
| Q2 2024 | 1,713 | $112.7B |
| Q1 2024 | 1,673 | $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 | 1,551 | $108.8B |
| Q3 2022 | 1,449 | $97.0B |
| Q2 2022 | 1,444 | $103.2B |
| Q1 2022 | 1,424 | $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, Q2 2026
Shares, value and share of portfolio for each institution holding Elevance Health, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clearbridge Investments, LLC | 3,146 | $1.22M | 0.00% | −25−0.8% | Reduced |
| Bokf, NA | 3,148 | $1.22M | 0.02% | +8+0.3% | Added |
| Sendero Wealth Management, LLC | 3,160 | $1.22M | 0.12% | +371+13.3% | Added |
| Stock Yards Bank & Trust Co | 3,163 | $1.22M | 0.04% | +111+3.6% | Added |
| Apella Capital, LLC | 2,932 | $1.23M | 0.02% | +75+2.6% | Added |
| Todd Asset Management LLC | 3,182 | $1.23M | 0.02% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,228 | $1.25M | 0.06% | −102−3.1% | Reduced |
| Moody National Bank Trust Division | 3,241 | $1.25M | 0.10% | +16+0.5% | Added |
| Inkwell Capital LLC | 3,265 | $1.26M | 1.31% | +23+0.7% | Added |
| Mount Yale Investment Advisors, LLC | 3,275 | $1.27M | 0.02% | +15+0.5% | Added |
| Aaron Wealth Advisors | 3,284 | $1.27M | 0.06% | +580+21.4% | Added |
| Fiduciary Alliance LLC | 3,327 | $1.29M | 0.09% | −316−8.7% | Reduced |
| Wedmont Private Capital | 3,095 | $1.29M | 0.04% | +1,658+115.4% | Added |
| McKinney Capital Management, LLC | 3,426 | $1.32M | 0.52% | +3,426 | New |
| RiverFront Investment Group, LLC | 3,437 | $1.33M | 0.02% | +2,536+281.5% | Added |
| Alphadyne Asset Management LP | 3,439 | $1.33M | 0.06% | +3,439 | New |
| River Wealth Advisors LLC | 3,439 | $1.33M | 0.14% | −112−3.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 3,458 | $1.34M | 0.19% | −620−15.2% | Reduced |
| IMA Wealth, Inc. | 3,459 | $1.34M | 0.08% | −71−2.0% | Reduced |
| MONECO Advisors, LLC | 3,478 | $1.34M | 0.08% | +3,478 | New |
| Dorsey & Whitney Trust CO LLC | 3,483 | $1.35M | 0.07% | −17−0.5% | Reduced |
| Integrated Advisors Network LLC | 3,496 | $1.35M | 0.06% | −155−4.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,497 | $1.35M | 0.17% | +161+4.8% | Added |
| TCW Group Inc | 3,520 | $1.36M | 0.01% | −148−4.0% | Reduced |
| Legacy Financial Advisors, Inc. | 3,534 | $1.37M | 0.17% | +37+1.1% | Added |
| Edgestream Partners, L.P. | 3,547 | $1.37M | 0.04% | +1,975+125.6% | Added |
| Gluskin Sheff & Assoc Inc | 3,553 | $1.37M | 0.21% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3,555 | $1.37M | 0.15% | +52+1.5% | Added |
| Integrated Wealth Concepts LLC | 3,586 | $1.39M | 0.01% | +369+11.5% | Added |
| Hofer & Associates. Inc | 3,668 | $1.42M | 0.69% | −108−2.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,678 | $1.42M | 0.02% | +1,198+48.3% | Added |
| Bangor Savings Bank | 3,708 | $1.43M | 0.11% | +14+0.4% | Added |
| James Investment Research Inc | 3,724 | $1.44M | 0.15% | +972+35.3% | Added |
| Concurrent Investment Advisors, LLC | 3,725 | $1.44M | 0.01% | −8−0.2% | Reduced |
| Bailard, Inc. | 3,725 | $1.44M | 0.03% | −826−18.1% | Reduced |
| Csenge Advisory Group | 3,726 | $1.44M | 0.06% | +648+21.1% | Added |
| Citizens Financial Group Inc | 3,731 | $1.44M | 0.02% | +850+29.5% | Added |
| Unique Wealth Strategies, LLC | 3,733 | $1.44M | 0.53% | −32−0.8% | Reduced |
| Intrust Bank NA | 3,785 | $1.46M | 0.11% | +499+15.2% | Added |
| Sivik Global Healthcare LLC | 5,000 | $1.46M | 1.11% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 3,786 | $1.46M | 0.05% | +48+1.3% | Added |
| Prelude Capital Management, LLC | 3,809 | $1.47M | 0.11% | +2,039+115.2% | Added |
| Ronald Blue Trust, Inc. | 3,809 | $1.47M | 0.02% | −170−4.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,818 | $1.48M | 0.04% | −48−1.2% | Reduced |
| Kornitzer Capital Management Inc | 3,820 | $1.48M | 0.03% | +290+8.2% | Added |
| Harbour Investments, Inc. | 3,824 | $1.48M | 0.02% | +398+11.6% | Added |
| Brookstone Capital Management | 3,840 | $1.49M | 0.01% | +620+19.3% | Added |
| Advisory Services Network, LLC | 3,869 | $1.50M | 0.02% | −161−4.0% | Reduced |
| Tocqueville Asset Management L.P. | 3,871 | $1.50M | 0.02% | +32+0.8% | Added |
| Smith, Moore & Co. | 3,896 | $1.51M | 0.10% | 00.0% | Unchanged |
| AE Wealth Management LLC | 3,936 | $1.52M | 0.01% | +1,295+49.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 3,951 | $1.53M | 0.17% | −948−19.4% | Reduced |
| Cape Investment Advisory, Inc. | 3,955 | $1.53M | 0.41% | −510−11.4% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 3,960 | $1.53M | 0.10% | +90+2.3% | Added |
| Cetera Trust Company, N.A | 3,961 | $1.53M | 0.77% | +160+4.2% | Added |
| Kestra Private Wealth Services, LLC | 3,978 | $1.54M | 0.02% | −4,644−53.9% | Reduced |
| Wakefield Asset Management LLLP | 4,000 | $1.55M | 0.35% | 00.0% | Unchanged |
| Triglav Skladi, D.O.O. | 4,000 | $1.55M | 0.08% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 4,012 | $1.55M | 0.00% | +4,012 | New |
| Apollon Wealth Management, LLC | 4,014 | $1.55M | 0.02% | +1,183+41.8% | Added |
| Dark Forest Capital Management LP | 4,027 | $1.56M | 0.10% | +4,027 | New |
| Brighton Jones LLC | 4,060 | $1.57M | 0.03% | +700+20.8% | Added |
| Kennedy Capital Management, Inc. | 4,077 | $1.58M | 0.03% | +2,189+115.9% | Added |
| Close Asset Management Ltd | 4,086 | $1.58M | 0.04% | −582−12.5% | Reduced |
| Benjamin Edwards Inc | 4,105 | $1.59M | 0.01% | +352+9.4% | Added |
| SBI Okasan Asset Management Co.Ltd. | 4,100 | $1.59M | 0.05% | 00.0% | Unchanged |
| Callan Family Office, LLC | 4,118 | $1.59M | 0.03% | +341+9.0% | Added |
| Revisor Wealth Management LLC | 4,130 | $1.60M | 0.38% | +120+3.0% | Added |
| Cary Street Partners Financial LLC | 4,151 | $1.61M | 0.04% | −320−7.2% | Reduced |
| Gabelli Funds LLC | 4,200 | $1.62M | 0.01% | −10−0.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 4,219 | $1.63M | 0.05% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 4,220 | $1.63M | 0.01% | −261−5.8% | Reduced |
| Federated Hermes, Inc. | 4,277 | $1.65M | 0.00% | +3,311+342.8% | Added |
| LMCG Investments, LLC | 4,287 | $1.66M | 0.09% | +46+1.1% | Added |
| Burney Co | 4,298 | $1.66M | 0.04% | −20−0.5% | Reduced |
| Power Wealth Management LLC | 4,315 | $1.67M | 0.57% | −1,243−22.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,325 | $1.67M | 0.02% | +1,116+34.8% | Added |
| Rehmann Capital Advisory Group | 4,330 | $1.67M | 0.08% | +111+2.6% | Added |
| Quadrant Capital Group LLC | 4,375 | $1.69M | 0.05% | +1,675+62.0% | Added |
| Bartlett & Co. Wealth Management LLC | 4,421 | $1.71M | 0.02% | +9+0.2% | Added |
| Coastal Bridge Advisors, LLC | 4,434 | $1.71M | 0.11% | +10.0% | Added |
| Venator Management LLC | 4,480 | $1.73M | 0.39% | −16,105−78.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,138 | $1.73M | 0.03% | −1,065−20.5% | Reduced |
| Crux Wealth Advisors | 4,498 | $1.74M | 0.60% | −215−4.6% | Reduced |
| Bragg Financial Advisors, Inc | 4,503 | $1.74M | 0.05% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 4,509 | $1.74M | 0.03% | +472+11.7% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 4,516 | $1.75M | 0.01% | +937+26.2% | Added |
| Blair William & Co | 4,531 | $1.75M | 0.00% | +258+6.0% | Added |
| State of Wyoming | 4,564 | $1.77M | 0.18% | +4,564 | New |
| Palouse Capital Management, Inc. | 4,579 | $1.77M | 1.10% | −914−16.6% | Reduced |
| Meeder Advisory Services, Inc. | 4,593 | $1.78M | 0.07% | +566+14.1% | Added |
| FSB Premier Wealth Management, Inc. | 4,601 | $1.78M | 0.50% | −4−0.1% | Reduced |
| Loomis Sayles & Co L P | 4,662 | $1.80M | 0.00% | +160+3.6% | Added |
| Valeo Financial Advisors, LLC | 4,670 | $1.81M | 0.04% | +389+9.1% | Added |
| Polianta Ltd | 4,700 | $1.82M | 0.22% | −700−13.0% | Reduced |
| Castleview Partners, LLC | 4,703 | $1.82M | 0.80% | −353−7.0% | Reduced |
| Northwest & Ethical Investments L.P. | 4,741 | $1.83M | 0.04% | −4,812−50.4% | Reduced |
| KCM Investment Advisors LLC | 4,752 | $1.84M | 0.05% | −206−4.2% | Reduced |
| Plato Investment Management Ltd | 4,799 | $1.85M | 0.11% | +3,996+497.6% | Added |
| Syon Capital LLC | 4,781 | $1.85M | 0.08% | +512+12.0% | Added |