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 |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 300,065 | $324.3K | 0.02% | +200,004+199.9% | Added |
| SJS Investment Consulting Inc. | 841 | $325.2K | 0.04% | −27−3.1% | Reduced |
| Sound Income Strategies, LLC | 842 | $325.6K | 0.01% | −4−0.5% | Reduced |
| Private Wealth Asset Management, LLC | 842 | $325.6K | 0.03% | 00.0% | Unchanged |
| South Shore Capital Advisors | 843 | $325.9K | 0.22% | +843 | New |
| Primoris Wealth Advisors, LLC | 850 | $328.7K | 0.15% | +850 | New |
| West Family Investments, Inc. | 854 | $330.3K | 0.10% | +854 | New |
| Cornerstone Wealth Management, LLC | 863 | $333.9K | 0.01% | −85−9.0% | Reduced |
| Fulton Bank, N.A. | 870 | $336.5K | 0.01% | +10+1.2% | Added |
| Atlas Wealth LLC | 874 | $338.0K | 0.05% | +64+7.9% | Added |
| Venturi Wealth Management, LLC | 876 | $338.8K | 0.01% | +876 | New |
| Beese Fulmer Investment Management, Inc. | 882 | $341.1K | 0.02% | +882 | New |
| PEAK6 LLC | 888 | $343.4K | 0.01% | +888 | New |
| Moss Adams Wealth Advisors LLC | 889 | $344.0K | 0.02% | +889 | New |
| Retirement Planning Group, LLC | 892 | $344.9K | 0.19% | +4+0.5% | Added |
| Gladstone Institutional Advisory LLC | 901 | $348.3K | 0.01% | +8+0.9% | Added |
| Chiron Capital Management, LLC | 902 | $348.8K | 0.31% | −600−39.9% | Reduced |
| Sara-Bay Financial | 906 | $350.4K | 0.09% | −66−6.8% | Reduced |
| BTG Pactual Asset Management US LLC | 906 | $350.4K | 0.03% | +906 | New |
| Hilltop Partners LLC | 907 | $350.6K | 0.09% | −7−0.8% | Reduced |
| Wealth Advisory Solutions, LLC | 907 | $350.8K | 0.07% | 00.0% | Unchanged |
| Claro Advisors LLC | 910 | $352.1K | 0.04% | +2+0.2% | Added |
| Hengehold Capital Management LLC | 916 | $354.3K | 0.03% | −51−5.3% | Reduced |
| NorthRock Partners, LLC | 917 | $354.5K | 0.01% | −315−25.6% | Reduced |
| Regatta Capital Group, LLC | 918 | $355.2K | 0.05% | −16−1.7% | Reduced |
| Insigneo Advisory Services, LLC | 919 | $355.4K | 0.01% | −263−22.3% | Reduced |
| Berkshire Asset Management LLC | 920 | $355.9K | 0.01% | +9+1.0% | Added |
| Sagewood Asset Management LP | 924 | $357.3K | 0.08% | +924 | New |
| Naviter Wealth, LLC | 930 | $359.7K | 0.03% | −15−1.6% | Reduced |
| Circle Wealth Management, LLC | 931 | $360.0K | 0.00% | +11+1.2% | Added |
| S-Bank Fund Management Ltd | 932 | $360.4K | 0.05% | +932 | New |
| 71 West Capital Partners | 936 | $362.0K | 0.01% | +936 | New |
| Moneta Group Investment Advisors LLC | 936 | $362.0K | 0.00% | +13+1.4% | Added |
| Ponta Wealth Partners, LLC | 937 | $362.4K | 0.19% | +937 | New |
| Benchmark Investment Advisors LLC | 940 | $363.4K | 0.16% | −5−0.5% | Reduced |
| Defiance ETFs, LLC | 881 | $366.7K | 0.01% | +144+19.5% | Added |
| Accredited Investors Inc. | 953 | $368.6K | 0.02% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 953 | $368.6K | 0.07% | +953 | New |
| Prime Capital Investment Advisors, LLC | 957 | $370.1K | 0.00% | +113+13.4% | Added |
| Independence Bank of Kentucky | 959 | $370.9K | 0.04% | −79−7.6% | Reduced |
| Aegis Wealth Management LLC | 961 | $371.6K | 0.17% | +159+19.8% | Added |
| Fieldview Capital Management, LLC | 961 | $371.6K | 0.11% | +961 | New |
| Bell Investment Advisors, Inc | 962 | $371.9K | 0.05% | +24+2.6% | Added |
| Aspire Private Capital, LLC | 967 | $373.9K | 0.08% | −103−9.6% | Reduced |
| Baader Bank INC | 967 | $374.0K | 0.03% | +967 | New |
| Harel Insurance Investments & Financial Services Ltd. | 970 | $375.0K | 0.00% | +970 | New |
| Oath Planning, LLC | 971 | $375.4K | 0.28% | +6+0.6% | Added |
| First Financial Corp | 971 | $375.5K | 0.13% | 00.0% | Unchanged |
| Plancorp, LLC | 899 | $382.2K | 0.01% | −762−45.9% | Reduced |
| JMN Financial LLC | 990 | $382.9K | 0.30% | +990 | New |
| Winebrenner Capital Management LLC | 993 | $384.1K | 0.23% | +2+0.2% | Added |
| Signal Advisors Wealth, LLC | 1,008 | $389.7K | 0.02% | +119+13.4% | Added |
| Optas, LLC | 1,009 | $390.2K | 0.05% | +183+22.2% | Added |
| Hilton Head Capital Partners, LLC | 1,011 | $391.0K | 0.20% | −30−2.9% | Reduced |
| Liberty One Investment Management, LLC | 1,012 | $391.3K | 0.04% | +82+8.8% | Added |
| Fulcrum Asset Management LLP | 1,009 | $391.5K | 0.04% | −4,186−80.6% | Reduced |
| Lecap Asset Management Ltd | 1,014 | $392.1K | 0.17% | −5,369−84.1% | Reduced |
| TIAA Wealth Investment Management LLC | 1,015 | $392.5K | 0.00% | +226+28.6% | Added |
| Continuum Advisory, LLC | 1,018 | $393.7K | 0.03% | +1,018 | New |
| Douglass Winthrop Advisors, LLC | 1,025 | $396.4K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 1,026 | $396.7K | 0.01% | +103+11.2% | Added |
| Clear Harbor Asset Management, LLC | 1,029 | $397.9K | 0.02% | −115−10.1% | Reduced |
| Nilsine Partners, LLC | 1,030 | $398.2K | 0.03% | −112−9.8% | Reduced |
| Conning Inc. | 1,031 | $398.7K | 0.01% | 00.0% | Unchanged |
| Romano Brothers and Company | 1,036 | $400.7K | 0.04% | 00.0% | Unchanged |
| Central Trust Co | 1,036 | $400.7K | 0.01% | +97+10.3% | Added |
| King Wealth | 1,037 | $401.0K | 0.04% | −9−0.9% | Reduced |
| Kelly Financial Group LLC | 1,040 | $402.2K | 0.09% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,043 | $403.5K | 0.00% | +198+23.4% | Added |
| Wealth Management Associates, Inc. | 1,053 | $407.3K | 0.11% | +1,053 | New |
| Avestar Capital, LLC | 1,059 | $409.5K | 0.02% | +1,059 | New |
| Whalen Wealth Management Inc. | 1,064 | $411.5K | 0.19% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 1,065 | $411.9K | 0.02% | +231+27.7% | Added |
| Smithbridge Asset Management Inc | 1,070 | $413.8K | 0.06% | −55−4.9% | Reduced |
| Wealthquest Corp | 1,070 | $413.8K | 0.03% | +78+7.9% | Added |
| Finward Bancorp | 1,071 | $414.2K | 0.31% | −232−17.8% | Reduced |
| Kuhn & Co Investment Counsel | 1,071 | $414.2K | 0.24% | +4+0.4% | Added |
| Resonant Capital Advisors, LLC | 1,076 | $416.1K | 0.02% | +127+13.4% | Added |
| Daytona Street Capital LLC | 1,000 | $416.9K | 0.30% | 00.0% | Unchanged |
| Tamar Securities, LLC | 1,079 | $417.3K | 0.04% | +354+48.8% | Added |
| Englebert Financial Advisers, LLC | 1,080 | $417.7K | 0.41% | −1,122−51.0% | Reduced |
| Great Valley Advisor Group, Inc. | 1,084 | $419.4K | 0.01% | −246−18.5% | Reduced |
| Baker Avenue Asset Management, LP | 1,087 | $420.3K | 0.01% | +1,087 | New |
| Tempo Wealth, LLC | 1,088 | $420.7K | 0.06% | −32−2.9% | Reduced |
| Centiva Capital, LP | 1,093 | $422.7K | 0.01% | +293+36.6% | Added |
| Edmond de Rothschild Holding S.A. | 1,094 | $423.1K | 0.01% | −4,926−81.8% | Reduced |
| Virtue Capital Management, LLC | 1,099 | $425.0K | 0.06% | −118−9.7% | Reduced |
| Haverford Trust Co | 1,102 | $426.2K | 0.00% | −5−0.5% | Reduced |
| Balentine LLC | 1,104 | $426.9K | 0.02% | −10−0.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 1,105 | $427.5K | 0.04% | +1,105 | New |
| Heritage Wealth Management, Inc. | 1,106 | $427.9K | 0.11% | 00.0% | Unchanged |
| Willner & Heller, LLC | 1,107 | $428.1K | 0.27% | +5+0.5% | Added |
| McAdam, LLC | 1,108 | $428.5K | 0.02% | +1,108 | New |
| Client 1st Advisory Group, LLC | 1,117 | $432.0K | 0.12% | +36+3.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,118 | $432.1K | 0.04% | −1,118−50.0% | Reduced |
| Cardiff Park Advisors, LLC | 1,118 | $432.4K | 0.03% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,119 | $432.9K | 0.04% | +120+12.0% | Added |
| Weinberger Asset Management, Inc | 1,156 | $434.6K | 0.14% | +6+0.5% | Added |
| Everett Harris & Co | 1,128 | $436.2K | 0.01% | +217+23.8% | Added |
| Facet Wealth, Inc. | 1,130 | $437.0K | 0.01% | +294+35.2% | Added |