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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,614 | $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 |
|---|---|---|---|---|---|
| Longfellow Investment Management Co LLC | 25 | $9.67K | 0.00% | −2,059−98.8% | Reduced |
| Global X Japan Co., Ltd. | 25 | $9.67K | 0.00% | −6−19.4% | Reduced |
| Motco | 25 | $9.67K | 0.00% | +2+8.7% | Added |
| CDKV Holdings LLC | 25 | $9.67K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 26 | $10.1K | 0.00% | −14−35.0% | Reduced |
| Aventura Private Wealth, LLC | 26 | $10.1K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 27 | $10.4K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 28 | $10.8K | 0.00% | +22+366.7% | Added |
| Align Financial, LLC | 30 | $11.6K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 30 | $11.6K | 0.00% | −393−92.9% | Reduced |
| Flagship Wealth Advisors, LLC | 31 | $12.0K | 0.00% | −39−55.7% | Reduced |
| HHM Wealth Advisors, LLC | 31 | $12.0K | 0.00% | −37−54.4% | Reduced |
| Proffitt & Goodson Inc | 31 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 31 | $12.0K | 0.00% | +10+47.6% | Added |
| MTM Investment Management, LLC | 32 | $12.4K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 33 | $12.8K | 0.01% | +7+26.9% | Added |
| Arlington Trust Co LLC | 33 | $12.8K | 0.00% | +27+450.0% | Added |
| Crewe Advisors LLC | 33 | $12.8K | 0.00% | +3+10.0% | Added |
| Marquette Asset Management, LLC | 33 | $12.8K | 0.00% | +33 | New |
| Beaird Harris Wealth Management, LLC | 34 | $13.1K | 0.00% | 00.0% | Unchanged |
| Atomic Invest LLC | 34 | $13.3K | 0.00% | +11+47.8% | Added |
| SIMA Wealth Partners, LLC | 36 | $13.9K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 37 | $14.3K | 0.00% | +26+236.4% | Added |
| Sachetta, LLC | 38 | $14.7K | 0.01% | +38 | New |
| Vision Retirement, LLC | 39 | $15.1K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 39 | $15.1K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 40 | $15.5K | 0.01% | −1,933−98.0% | Reduced |
| Kentucky Trust Co | 40 | $15.5K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 40 | $15.5K | 0.01% | −51−56.0% | Reduced |
| Addison Advisors LLC | 41 | $15.9K | 0.01% | −481−92.1% | Reduced |
| Delta Asset Management LLC | 45 | $17.4K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 47 | $18.2K | 0.01% | +4+9.3% | Added |
| Private Wealth Management Group, LLC | 47 | $18.2K | 0.00% | −7−13.0% | Reduced |
| Kerr Financial Planning Corp | 48 | $18.3K | 0.02% | −2−4.0% | Reduced |
| Noble Wealth Management PBC | 48 | $18.6K | 0.01% | +2+4.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 49 | $18.9K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 49 | $18.9K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 49 | $18.9K | 0.01% | +12+32.4% | Added |
| Clear Street Markets LLC | 50 | $19.3K | 0.00% | +14+38.9% | Added |
| Bank & Trust Co | 50 | $19.3K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 50 | $19.3K | 0.00% | +1+2.0% | Added |
| Vermillion Wealth Management, Inc. | 52 | $20.0K | 0.00% | −7−11.9% | Reduced |
| Avion Wealth | 52 | $20.0K | 0.00% | +33+173.7% | Added |
| Albion Financial Group | 52 | $20.1K | 0.00% | −4−7.1% | Reduced |
| Richardson Financial Services Inc. | 53 | $20.5K | 0.01% | +4+8.2% | Added |
| Raffa Wealth Management, LLC | 53 | $20.5K | 0.00% | +4+8.2% | Added |
| IMG Wealth Management, Inc. | 54 | $20.9K | 0.01% | +15+38.5% | Added |
| Piscataqua Savings Bank | 55 | $21.3K | 0.01% | −14−20.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 55 | $21.3K | 0.00% | +1+1.9% | Added |
| Boyd Watterson Asset Management LLC | 56 | $21.7K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 56 | $21.7K | 0.00% | +35+166.7% | Added |
| Tounjian Advisory Partners, LLC | 57 | $22.2K | 0.01% | +57 | New |
| Crews Bank & Trust | 58 | $22.4K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 58 | $22.5K | 0.00% | +10+20.8% | Added |
| Highline Wealth Partners LLC | 59 | $22.9K | 0.00% | +13+28.3% | Added |
| Entrust Financial LLC | 60 | $23.2K | 0.02% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 61 | $23.6K | 0.01% | +61 | New |
| Cornerstone Planning Group LLC | 63 | $24.6K | 0.00% | −9−12.5% | Reduced |
| J.Safra Asset Management Corp | 64 | $24.8K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 65 | $25.1K | 0.00% | −24−27.0% | Reduced |
| Godsey & Gibb Associates | 66 | $25.4K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 64 | $26.5K | 0.00% | −149−70.0% | Reduced |
| Kingdom Financial Group LLC. | 71 | $27.5K | 0.01% | +56+373.3% | Added |
| Montag A & Associates Inc | 72 | $27.7K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 72 | $27.8K | 0.01% | +9+14.3% | Added |
| Bruce G. Allen Investments, LLC | 74 | $28.6K | 0.02% | +28+60.9% | Added |
| Fourth Dimension Wealth, LLC | 74 | $28.6K | 0.01% | +17+29.8% | Added |
| Farmers & Merchants Investments Inc | 75 | $29.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 75 | $29.0K | 0.01% | 00.0% | Unchanged |
| General Partner, Inc. | 75 | $29.0K | 0.02% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 78 | $30.2K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 87 | $33.6K | 0.00% | +87 | New |
| Prestige Wealth Management Group LLC | 89 | $34.5K | 0.01% | −416−82.4% | Reduced |
| Trust Co of Toledo NA | 90 | $34.8K | 0.00% | −1−1.1% | Reduced |
| Rialto Wealth Management, LLC | 95 | $36.7K | 0.01% | −5−5.0% | Reduced |
| Truvestments Capital LLC | 98 | $37.9K | 0.01% | +10+11.4% | Added |
| JPL Wealth Management, LLC | 98 | $37.9K | 0.01% | +49+100.0% | Added |
| Lavaca Capital LLC | 100 | $38.7K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 102 | $39.4K | 0.01% | +102 | New |
| Signature Equity Partners, LLC | 102 | $39.5K | 0.02% | +33+47.8% | Added |
| IAG Wealth Partners, LLC | 104 | $40.2K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 105 | $40.6K | 0.01% | +90+600.0% | Added |
| Park Place Capital Corp | 106 | $41.0K | 0.01% | −1−0.9% | Reduced |
| Silver Grove Financial Group, Inc. | 106 | $41.0K | 0.02% | +99+1,414.3% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 107 | $41.4K | 0.01% | +61+132.6% | Added |
| NBC Securities, Inc. | 108 | $41.8K | 0.00% | −7−6.1% | Reduced |
| Fortitude Family Office, LLC | 108 | $41.8K | 0.01% | +21+24.1% | Added |
| Bravera Wealth | 110 | $42.5K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 113 | $43.7K | 0.02% | 00.0% | Unchanged |
| Essential Partners LLC | 114 | $44.1K | 0.02% | +9+8.6% | Added |
| Action Point Financial Planning, LLC | 119 | $44.9K | 0.00% | +119 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 117 | $45.2K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 117 | $45.2K | 0.01% | +50+74.6% | Added |
| Bullock Wealth Management Group | 110 | $45.7K | 0.02% | +1+0.9% | Added |
| Dorato Capital Management | 110 | $45.8K | 0.03% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 119 | $46.0K | 0.01% | +48+67.6% | Added |
| Bogart Wealth, LLC | 121 | $46.8K | 0.00% | +8+7.1% | Added |
| UMA Financial Services, Inc. | 122 | $47.2K | 0.01% | −73−37.4% | Reduced |
| Hanson & Doremus Investment Management | 127 | $49.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 127 | $49.1K | 0.00% | +2+1.6% | Added |