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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 4,796 | $1.85M | 0.07% | +1,808+60.5% | Added |
| Everence Capital Management Inc | 4,820 | $1.86M | 0.10% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 4,839 | $1.87M | 0.08% | −3,648−43.0% | Reduced |
| Granite Harbor Advisors, Inc. | 4,864 | $1.88M | 0.74% | +46+1.0% | Added |
| Convergence Financial, LLC | 4,868 | $1.88M | 0.15% | +2,435+100.1% | Added |
| Goelzer Investment Management, Inc. | 4,877 | $1.89M | 0.08% | −390−7.4% | Reduced |
| Adviser Investments LLC | 4,910 | $1.90M | 0.02% | −130−2.6% | Reduced |
| YHB Investment Advisors, Inc. | 4,981 | $1.93M | 0.12% | −316−6.0% | Reduced |
| Greenleaf Trust | 4,989 | $1.93M | 0.02% | +157+3.2% | Added |
| Center for Wealth Management Advisory | 4,993 | $1.93M | 1.21% | −372−6.9% | Reduced |
| Timelo Investment Management Inc. | 5,000 | $1.93M | 2.42% | −2,000−28.6% | Reduced |
| Bamco Inc | 5,000 | $1.93M | 0.00% | +5,000 | New |
| DB Fitzpatrick & Co, Inc | 5,006 | $1.94M | 1.56% | −413−7.6% | Reduced |
| SNS Financial Group, LLC | 5,012 | $1.94M | 0.04% | +5,012 | New |
| Cidel Asset Management Inc | 5,038 | $1.95M | 0.09% | +348+7.4% | Added |
| Keudell/Morrison Wealth Management | 5,039 | $1.95M | 0.37% | 00.0% | Unchanged |
| Summit Financial, LLC | 5,096 | $1.97M | 0.02% | +165+3.3% | Added |
| Old National Bancorp | 5,123 | $1.98M | 0.04% | +12+0.2% | Added |
| Baird Financial Group, Inc. | 5,164 | $2.00M | 0.00% | +8+0.2% | Added |
| Ninety One North America, Inc. | 5,170 | $2.00M | 0.09% | 00.0% | Unchanged |
| Legacy Trust | 5,208 | $2.01M | 0.36% | +33+0.6% | Added |
| Coastline Trust Co | 5,242 | $2.03M | 0.18% | 00.0% | Unchanged |
| Alps Advisors Inc | 5,254 | $2.03M | 0.01% | +2,361+81.6% | Added |
| Round Rock Advisors, LLC | 5,303 | $2.05M | 0.26% | −544−9.3% | Reduced |
| Bull Street Advisors, LLC | 5,378 | $2.08M | 0.95% | −120−2.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,395 | $2.09M | 0.09% | −151−2.7% | Reduced |
| Bessemer Group Inc | 5,450 | $2.11M | 0.00% | +1,153+26.8% | Added |
| Weaver C. Barksdale & Associates, Inc. | 5,451 | $2.11M | 1.89% | −18−0.3% | Reduced |
| Earnest Partners LLC | 5,483 | $2.12M | 0.01% | −46−0.8% | Reduced |
| RSM US Wealth Management LLC | 5,514 | $2.13M | 0.02% | +341+6.6% | Added |
| Vista Investment Management | 5,540 | $2.14M | 0.65% | −32−0.6% | Reduced |
| Caisse des Depots Et Consignations | 5,544 | $2.14M | 0.04% | −749−11.9% | Reduced |
| Securian Asset Management, Inc | 5,771 | $2.15M | 0.08% | −272−4.5% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 5,743 | $2.22M | 0.08% | −142−2.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,828 | $2.25M | 0.13% | −123−2.1% | Reduced |
| Fort Washington Investment Advisors Inc | 5,846 | $2.26M | 0.01% | −22−0.4% | Reduced |
| GeoWealth Management, LLC | 5,863 | $2.27M | 0.07% | +24+0.4% | Added |
| Howard Capital Management Inc. | 5,901 | $2.28M | 0.03% | +5,010+562.3% | Added |
| Uncommon Cents Investing LLC | 5,920 | $2.29M | 0.50% | +55+0.9% | Added |
| Family Management Corp | 5,939 | $2.30M | 0.24% | +5,939 | New |
| Beaconlight Capital, LLC | 5,946 | $2.30M | 1.01% | +5,946 | New |
| EP Wealth Advisors, LLC | 5,972 | $2.31M | 0.01% | +1,592+36.3% | Added |
| Toth Financial Advisory Corp | 5,984 | $2.31M | 0.23% | +1,147+23.7% | Added |
| Boothbay Fund Management, LLC | 6,000 | $2.32M | 0.04% | +4,426+281.2% | Added |
| CX Institutional | 6,029 | $2.33M | 0.07% | +349+6.1% | Added |
| Catalyst Funds Management Pty Ltd | 6,040 | $2.34M | 0.13% | +6,040 | New |
| Cresset Asset Management, LLC | 6,056 | $2.34M | 0.01% | −1,191−16.4% | Reduced |
| Coldstream Capital Management Inc | 6,074 | $2.35M | 0.03% | +1,017+20.1% | Added |
| Raiffeisen Bank International AG | 6,058 | $2.35M | 0.03% | −393−6.1% | Reduced |
| Landscape Capital Management, L.L.C. | 6,084 | $2.35M | 0.15% | +3,800+166.4% | Added |
| Agf Management Ltd | 6,123 | $2.37M | 0.01% | −8,251−57.4% | Reduced |
| Tema ETFs LLC | 6,130 | $2.37M | 0.08% | −33−0.5% | Reduced |
| Dynamic Advisor Solutions LLC | 6,157 | $2.38M | 0.07% | −1,295−17.4% | Reduced |
| Horizon Investments, LLC | 6,171 | $2.39M | 0.03% | +63+1.0% | Added |
| Global Retirement Partners, LLC | 6,211 | $2.40M | 0.04% | +6,211 | New |
| Lester Murray Antman dba SimplyRich | 6,229 | $2.41M | 0.56% | +148+2.4% | Added |
| Edmp, Inc. | 6,273 | $2.43M | 1.95% | −343−5.2% | Reduced |
| Peapack Gladstone Financial Corp | 6,316 | $2.44M | 0.03% | −199−3.1% | Reduced |
| Tweedy, Browne Co LLC | 6,417 | $2.48M | 0.19% | +1,621+33.8% | Added |
| Tandem Capital Management Corp | 6,437 | $2.49M | 1.05% | −125−1.9% | Reduced |
| Lighthouse Financial Services Inc | 5,992 | $2.49M | 0.52% | +11+0.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 6,505 | $2.52M | 0.23% | +3,603+124.2% | Added |
| MUFG Securities Americas Inc. | 6,541 | $2.53M | 0.13% | +434+7.1% | Added |
| Kingswood Wealth Advisors, LLC | 6,550 | $2.53M | 0.10% | −522−7.4% | Reduced |
| North Dakota State Investment Board | 6,615 | $2.56M | 0.10% | +171+2.7% | Added |
| Ami Investment Management Inc | 6,671 | $2.58M | 0.55% | −639−8.7% | Reduced |
| HF Advisory Group, LLC | 6,781 | $2.62M | 0.81% | −306−4.3% | Reduced |
| RDA Financial Network | 6,918 | $2.68M | 0.58% | −70−1.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,962 | $2.69M | 0.03% | −101−1.4% | Reduced |
| BKD Wealth Advisors, LLC | 7,096 | $2.74M | 0.05% | −5−0.1% | Reduced |
| Radnor Capital Management, LLC | 7,235 | $2.80M | 0.39% | −135−1.8% | Reduced |
| Metis Global Partners, LLC | 7,341 | $2.84M | 0.06% | −1,268−14.7% | Reduced |
| Family Legacy, Inc. | 7,435 | $2.88M | 0.77% | +12+0.2% | Added |
| Boston Private Wealth LLC | 7,438 | $2.88M | 0.18% | −1,500−16.8% | Reduced |
| Donoghue Forlines LLC | 7,456 | $2.88M | 0.75% | +7,456 | New |
| Unison Advisors LLC | 7,465 | $2.89M | 0.20% | +35+0.5% | Added |
| Ostrum Asset Management | 7,485 | $2.89M | 0.14% | +120+1.6% | Added |
| Savant Capital, LLC | 7,542 | $2.90M | 0.01% | +2,658+54.4% | Added |
| Mission Wealth Management, LP | 7,540 | $2.92M | 0.04% | +4,863+181.7% | Added |
| Beacon Pointe Advisors, LLC | 7,555 | $2.92M | 0.01% | +458+6.5% | Added |
| Heartland Advisors Inc | 7,623 | $2.95M | 0.13% | +792+11.6% | Added |
| Tokio Marine Asset Management Co Ltd | 7,683 | $2.97M | 0.09% | +139+1.8% | Added |
| CAPROCK Group, Inc. | 7,747 | $3.00M | 0.06% | +2,228+40.4% | Added |
| Schonfeld Strategic Advisors LLC | 7,764 | $3.00M | 0.02% | −76,113−90.7% | Reduced |
| E. Ohman J:or Asset Management AB | 7,777 | $3.01M | 0.07% | −520−6.3% | Reduced |
| Community Bank, N.A. | 7,884 | $3.05M | 0.33% | −99−1.2% | Reduced |
| Paralel Advisors LLC | 7,891 | $3.05M | 0.12% | +1,741+28.3% | Added |
| Clearstead Advisors, LLC | 7,908 | $3.06M | 0.03% | +295+3.9% | Added |
| Anchor Investment Management, LLC | 7,984 | $3.09M | 0.23% | −102−1.3% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 8,000 | $3.09M | 0.86% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 8,013 | $3.10M | 0.03% | +866+12.1% | Added |
| Havemeyer Place LP | 8,031 | $3.11M | 0.31% | −11,983−59.9% | Reduced |
| Warren Averett Asset Management, LLC | 8,081 | $3.13M | 0.02% | +1,168+16.9% | Added |
| Private Advisor Group, LLC | 8,097 | $3.13M | 0.01% | −2,354−22.5% | Reduced |
| Merit Financial Group, LLC | 8,206 | $3.17M | 0.02% | +2,622+47.0% | Added |
| Laird Norton Trust Company, LLC | 8,215 | $3.18M | 0.06% | +738+9.9% | Added |
| Empirical Finance, LLC | 8,252 | $3.19M | 0.13% | −974−10.6% | Reduced |
| SRS Capital Advisors, Inc. | 8,254 | $3.19M | 0.02% | +5,644+216.2% | Added |
| PDT Partners, LLC | 8,400 | $3.25M | 0.17% | +8,400 | New |
| Simplex Trading, LLC | 8,408 | $3.25M | 0.08% | +8,408 | New |