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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 128 | $49.5K | 0.00% | −6−4.5% | Reduced |
| Pinnacle Bancorp, Inc. | 130 | $50.3K | 0.01% | −96−42.5% | Reduced |
| Beacon Financial Strategies CORP | 130 | $50.3K | 0.02% | 00.0% | Unchanged |
| Main Street Group, LTD | 132 | $51.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 135 | $52.2K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 136 | $52.6K | 0.02% | +126+1,260.0% | Added |
| EFG International AG | 144 | $55.7K | 0.00% | −160−52.6% | Reduced |
| West Paces Advisors Inc. | 146 | $56.5K | 0.01% | +146 | New |
| Coston, McIsaac & Partners | 150 | $58.0K | 0.01% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 152 | $58.8K | 0.05% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 152 | $58.8K | 0.01% | +4+2.7% | Added |
| Tiaa Trust, National Association | 155 | $59.9K | 0.00% | −305−66.3% | Reduced |
| Owl Creek Wealth Partners LLC | 156 | $60.3K | 0.02% | 00.0% | Unchanged |
| City State Bank | 160 | $61.9K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 160 | $61.9K | 0.01% | +37+30.1% | Added |
| Golden State Wealth Management, LLC | 163 | $63.1K | 0.01% | +5+3.2% | Added |
| Ares Financial Consulting, LLC | 165 | $64.0K | 0.05% | +15+10.0% | Added |
| Vanguard National Trust Co | 170 | $65.7K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 173 | $66.9K | 0.04% | +173 | New |
| Financial Consulate, Inc | 174 | $67.1K | 0.01% | +12+7.4% | Added |
| Ancora Advisors, LLC | 178 | $68.8K | 0.00% | −236−57.0% | Reduced |
| Stone House Investment Management, LLC | 179 | $69.2K | 0.01% | +160+842.1% | Added |
| Harbor Investment Advisory, LLC | 182 | $70.4K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 189 | $73.1K | 0.00% | +189 | New |
| Spire Wealth Management | 197 | $76.2K | 0.00% | +5+2.6% | Added |
| Raleigh Capital Management Inc. | 199 | $76.9K | 0.02% | −39−16.4% | Reduced |
| GW&K Investment Management, LLC | 199 | $77.0K | 0.00% | +34+20.6% | Added |
| Ogorek Anthony Joseph | 215 | $83.0K | 0.02% | +17+8.6% | Added |
| Abound Financial, LLC | 215 | $83.0K | 0.03% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 220 | $85.0K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 234 | $90.5K | 0.02% | −28−10.7% | Reduced |
| Colonial Trust Advisors | 236 | $91.3K | 0.01% | +36+18.0% | Added |
| Atlantic Trust, LLC | 239 | $92.4K | 0.01% | +6+2.6% | Added |
| NBH Bank | 241 | $93.2K | 0.04% | +241 | New |
| Erste Asset Management GmbH | 190 | $93.5K | 0.00% | −2,942−93.9% | Reduced |
| Vima LLC | 243 | $94.0K | 0.09% | +243 | New |
| Transamerica Financial Advisors, Inc. | 243 | $94.4K | 0.01% | −794−76.6% | Reduced |
| Salomon & Ludwin, LLC | 229 | $95.3K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 250 | $96.7K | 0.02% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 250 | $96.7K | 0.03% | −8−3.1% | Reduced |
| Capital Advisors, Ltd. LLC | 251 | $97.0K | 0.01% | +1+0.4% | Added |
| HFM Investment Advisors, LLC | 254 | $98.1K | 0.03% | +10+4.1% | Added |
| Silvant Capital Management LLC | 257 | $99.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 269 | $104.0K | 0.00% | +269 | New |
| Cornerstone Financial Management LLC | 270 | $104.4K | 0.08% | +29+12.0% | Added |
| Valley National Advisers Inc | 271 | $104.8K | 0.01% | −6−2.2% | Reduced |
| Smithfield Trust Co | 272 | $105.0K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 276 | $106.7K | 0.08% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 281 | $108.0K | 0.04% | +45+19.1% | Added |
| Caldwell Trust Co | 280 | $108.3K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 281 | $108.7K | 0.00% | +281 | New |
| Investors Research Corp | 282 | $109.1K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 264 | $109.9K | 0.01% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 292 | $113.0K | 0.04% | −109−27.2% | Reduced |
| Mechanics Financial Corp | 300 | $116.0K | 0.04% | 00.0% | Unchanged |
| Compass Financial Management LLC | 302 | $116.8K | 0.01% | +302 | New |
| Kempen Capital Management N.V. | 303 | $117.2K | 0.00% | −111−26.8% | Reduced |
| Miller Capital Partners, Inc. | 303 | $117.2K | 0.05% | −150−33.1% | Reduced |
| Colonial Trust Co | 305 | $117.9K | 0.01% | −515−62.8% | Reduced |
| Trust Co | 305 | $118.0K | 0.01% | +30+10.9% | Added |
| MV Capital Management, Inc. | 306 | $118.3K | 0.01% | +49+19.1% | Added |
| Barnes Dennig Private Wealth Management LLC | 313 | $121.0K | 0.10% | +2+0.6% | Added |
| University of Texas/Texas Am Investment Managment Co | 334 | $129.2K | 0.01% | +334 | New |
| Cassaday & Co Wealth Management LLC | 340 | $131.5K | 0.00% | −6−1.7% | Reduced |
| Archer Investment Corp | 348 | $134.8K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 349 | $135.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 350 | $135.3K | 0.01% | 00.0% | Unchanged |
| Curat Global, LLC | 300 | $135.4K | 0.11% | −50−14.3% | Reduced |
| Zions Bancorporation, National Association | 351 | $135.7K | 0.01% | +76+27.6% | Added |
| AdvisorNet Financial, Inc | 368 | $142.3K | 0.01% | −253−40.7% | Reduced |
| HM Payson & Co | 370 | $143.1K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 372 | $143.9K | 0.03% | −6,563−94.6% | Reduced |
| Hilltop National Bank | 379 | $146.6K | 0.03% | +55+17.0% | Added |
| Hartford Financial Management Inc. | 380 | $147.0K | 0.03% | 00.0% | Unchanged |
| IFG Advisory, LLC | 395 | $152.9K | 0.01% | +395 | New |
| AXS Investments LLC | 400 | $154.7K | 0.04% | −100−20.0% | Reduced |
| First Horizon Corp | 412 | $159.3K | 0.01% | +71+20.8% | Added |
| Commonwealth Retirement Investments LLC | 417 | $161.3K | 0.04% | +417 | New |
| Gilpin Wealth Management, LLC | 420 | $162.4K | 0.11% | +314+296.2% | Added |
| TD Private Client Wealth LLC | 422 | $163.2K | 0.00% | −3,708−89.8% | Reduced |
| Covestor Ltd | 442 | $171.0K | 0.10% | +100+29.2% | Added |
| Strategic Wealth Partners, Ltd. | 448 | $173.3K | 0.01% | −10−2.2% | Reduced |
| Roxbury Financial LLC | 452 | $174.8K | 0.14% | +2+0.4% | Added |
| BNP Paribas | 476 | $184.1K | 0.00% | −240−33.5% | Reduced |
| Vestor Capital, LLC | 239 | $187.0K | 0.02% | −1,407−85.5% | Reduced |
| Custom Index Systems, LLC | 496 | $191.8K | 0.07% | +496 | New |
| City Holding Co | 515 | $199.2K | 0.02% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 521 | $201.5K | 0.02% | +521 | New |
| North Star Investment Management Corp. | 522 | $201.9K | 0.01% | +20+4.0% | Added |
| Jeppson Wealth Management, LLC | 524 | $202.6K | 0.06% | +524 | New |
| SeaCrest Wealth Management, LLC | 525 | $203.0K | 0.02% | −742−58.6% | Reduced |
| Summit Place Financial Advisors, LLC | 525 | $203.0K | 0.09% | +525 | New |
| Cache Advisors, LLC | 527 | $203.8K | 0.02% | 00.0% | Unchanged |
| Novem Group | 529 | $204.5K | 0.02% | +529 | New |
| Crew Capital Management, Ltd. | 529 | $204.6K | 0.11% | +529 | New |
| Narwhal Capital Management | 532 | $205.7K | 0.01% | −946−64.0% | Reduced |
| V2 Financial group LLC | 533 | $206.0K | 0.08% | +533 | New |
| New Republic Capital, LLC | 535 | $207.0K | 0.05% | +535 | New |
| Novare Capital Management LLC | 536 | $207.3K | 0.01% | +536 | New |
| Argos Wealth Advisors, LLC | 537 | $207.7K | 0.05% | +537 | New |