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 |
|---|---|---|---|---|---|
| Premier Path Wealth Partners, LLC | 1,131 | $437.6K | 0.05% | +138+13.9% | Added |
| MCF Advisors LLC | 1,139 | $440.5K | 0.02% | +60+5.6% | Added |
| Evermay Wealth Management LLC | 1,142 | $441.6K | 0.05% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 1,144 | $442.3K | 0.05% | +1,144 | New |
| Middleton & Co Inc | 1,150 | $444.7K | 0.05% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 1,153 | $445.9K | 0.10% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,154 | $446.3K | 0.13% | +70+6.5% | Added |
| Sivia Capital Partners, LLC | 1,163 | $449.8K | 0.05% | +1,163 | New |
| Jacobi Capital Management LLC | 1,180 | $456.2K | 0.02% | −259−18.0% | Reduced |
| Highland Capital Management, LLC | 1,180 | $456.3K | 0.02% | −20−1.7% | Reduced |
| Capital Asset Advisory Services LLC | 1,182 | $457.1K | 0.02% | +384+48.1% | Added |
| Axxcess Wealth Management, LLC | 1,182 | $457.1K | 0.01% | +1,182 | New |
| Centaurus Financial, Inc. | 1,187 | $459.0K | 0.02% | −191−13.9% | Reduced |
| Fielder Capital Group LLC | 1,190 | $460.2K | 0.10% | +87+7.9% | Added |
| HORAN Wealth, LLC | 1,191 | $460.6K | 0.06% | −17−1.4% | Reduced |
| Prosperity Consulting Group, LLC | 1,200 | $464.1K | 0.02% | +1,200 | New |
| Guardian Partners Inc. | 1,206 | $466.4K | 0.04% | −1,754−59.3% | Reduced |
| Dearborn Partners LLC | 1,208 | $467.2K | 0.03% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,209 | $467.6K | 0.02% | −117−8.8% | Reduced |
| Kera Capital Partners, Inc. | 1,209 | $467.6K | 0.05% | +429+55.0% | Added |
| Catalyst Financial Partners LLC | 1,212 | $468.7K | 0.05% | +311+34.5% | Added |
| Compass Wealth Management LLC | 1,218 | $471.0K | 0.09% | +1,218 | New |
| NorthCrest Asset Manangement, LLC | 1,121 | $471.4K | 0.01% | −139−11.0% | Reduced |
| Donaldson Capital Management, LLC | 1,223 | $472.9K | 0.01% | −11−0.9% | Reduced |
| Compagnie Lombard Odier SCmA | 1,236 | $478.0K | 0.01% | +1,236 | New |
| Wheelhouse Advisory Group LLC | 1,237 | $478.4K | 0.13% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 1,237 | $478.4K | 0.11% | +136+12.4% | Added |
| ISAM Funds (UK) Ltd | 1,240 | $479.5K | 0.34% | −1,452−53.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,250 | $483.4K | 0.08% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 1,250 | $483.4K | 0.03% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 1,254 | $485.0K | 0.01% | −37−2.9% | Reduced |
| Quarry LP | 1,258 | $486.5K | 0.08% | +1,058+529.0% | Added |
| LMR Partners LLP | 1,268 | $490.4K | 0.00% | −6,619−83.9% | Reduced |
| J Hagan Capital, Inc. | 1,268 | $490.4K | 0.23% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 1,273 | $492.5K | 0.02% | +195+18.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,279 | $494.6K | 0.28% | +1,279 | New |
| Prospera Financial Services Inc | 1,282 | $497.3K | 0.01% | −123−8.8% | Reduced |
| Capital Investment Advisors, LLC | 1,294 | $500.6K | 0.01% | +140+12.1% | Added |
| SummitTX Capital, L.P. | 1,296 | $501.2K | 0.01% | −2,148−62.4% | Reduced |
| Dodge & Cox | 1,300 | $502.7K | 0.00% | 00.0% | Unchanged |
| Walker Financial Services, Inc. | 1,302 | $503.7K | 0.16% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,303 | $503.9K | 0.03% | −120−8.4% | Reduced |
| Taylor Hoffman Capital Management LLC | 1,336 | $516.7K | 0.13% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,340 | $518.2K | 0.05% | +212+18.8% | Added |
| Gratus Wealth Advisors, LLC | 1,343 | $519.4K | 0.07% | 00.0% | Unchanged |
| Centric Wealth Management | 1,400 | $520.7K | 0.08% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 1,355 | $524.0K | 0.30% | +45+3.4% | Added |
| Oregon Pacific Wealth Management, LLC | 1,356 | $524.4K | 0.49% | −35−2.5% | Reduced |
| Camden Capital, LLC | 1,357 | $524.7K | 0.03% | +152+12.6% | Added |
| Centurion Wealth Management LLC | 1,374 | $531.2K | 0.13% | −25−1.8% | Reduced |
| Buckingham Strategic Partners | 1,375 | $532.0K | 0.00% | +321+30.5% | Added |
| Michael B. Yongue | 1,379 | $533.3K | 0.37% | −82−5.6% | Reduced |
| Walleye Capital LLC | 1,380 | $533.7K | 0.00% | −1,644−54.4% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,381 | $534.1K | 0.11% | +33+2.4% | Added |
| National Asset Management, Inc. | 1,379 | $535.2K | 0.03% | +212+18.2% | Added |
| Oslo Pensjonsforsikring AS | 1,387 | $536.4K | 0.06% | −226−14.0% | Reduced |
| Western Pacific Wealth Management, LP | 1,391 | $537.9K | 0.49% | +444+46.9% | Added |
| Supplemental Annuity Collective Trust of NJ | 1,393 | $538.7K | 0.14% | −112−7.4% | Reduced |
| Marathon Capital Management | 1,397 | $540.3K | 0.11% | +207+17.4% | Added |
| Empirical Asset Management, LLC | 1,399 | $541.0K | 0.12% | +1,399 | New |
| Proficio Capital Partners LLC | 1,400 | $541.5K | 0.02% | +1,400 | New |
| Private Trust Co NA | 1,405 | $543.3K | 0.04% | +73+5.5% | Added |
| Pekin Hardy Strauss, Inc. | 1,410 | $545.3K | 0.05% | −2,620−65.0% | Reduced |
| Salem Investment Counselors Inc | 1,411 | $545.7K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,432 | $553.8K | 0.02% | +1,178+463.8% | Added |
| Evolve Private Wealth, LLC | 1,432 | $554.0K | 0.03% | +82+6.1% | Added |
| FJ Capital Management LLC | 1,433 | $554.2K | 0.07% | +1,433 | New |
| Deseret Mutual Benefit Administrators | 1,437 | $555.7K | 0.18% | −107−6.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,438 | $556.0K | 0.01% | +93+6.9% | Added |
| Eads & Heald Wealth Management | 1,450 | $560.8K | 0.27% | −30−2.0% | Reduced |
| Thomasville National Bank | 1,450 | $560.8K | 0.03% | +1,450 | New |
| Providence First Trust Co | 1,455 | $562.7K | 0.16% | +1,455 | New |
| RMB Capital Management, LLC | 1,467 | $567.3K | 0.01% | +48+3.4% | Added |
| Wealthspire Advisors, LLC | 1,470 | $568.7K | 0.00% | +703+91.7% | Added |
| Miller Global Investments, LLC | 1,471 | $568.9K | 0.47% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,474 | $570.0K | 0.09% | +11+0.8% | Added |
| Wealth Alliance | 1,474 | $570.2K | 0.05% | −220−13.0% | Reduced |
| First Bank & Trust | 1,477 | $571.2K | 0.08% | −65−4.2% | Reduced |
| Marex Group plc | 1,478 | $571.6K | 0.00% | −87−5.6% | Reduced |
| Good Harbor Advisors, Inc. | 1,481 | $572.7K | 0.56% | +4+0.3% | Added |
| Independence Wealth Advisors, LLC | 1,485 | $574.3K | 0.29% | −10−0.7% | Reduced |
| Perennial Investment Advisors, LLC | 1,491 | $576.6K | 0.04% | −337−18.4% | Reduced |
| Richwood Investment Advisors, LLC | 1,497 | $578.9K | 0.41% | +150+11.1% | Added |
| Glenview Trust Co | 1,498 | $579.3K | 0.01% | −4−0.3% | Reduced |
| Verum Partners LLC | 1,499 | $579.5K | 0.09% | +23+1.6% | Added |
| Westpac Banking Corp | 1,501 | $580.5K | 0.04% | −502−25.1% | Reduced |
| EverSource Wealth Advisors, LLC | 1,503 | $581.7K | 0.02% | −509−25.3% | Reduced |
| Canandaigua National Bank & Trust Co | 1,506 | $582.4K | 0.05% | +1,506 | New |
| Perpetual Ltd | 1,507 | $582.8K | 0.01% | −55−3.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 1,511 | $584.4K | 0.80% | 00.0% | Unchanged |
| Optimize Financial Inc | 1,525 | $589.8K | 0.21% | −5−0.3% | Reduced |
| Sound Capital Solutions LLC | 1,525 | $589.8K | 0.14% | +1,525 | New |
| Confluence Wealth Services, Inc. | 1,526 | $590.1K | 0.02% | +180+13.4% | Added |
| Vega Investment Solutions | 1,531 | $592.1K | 0.08% | +562+58.0% | Added |
| Alliance Wealth Advisors, LLC | 1,532 | $592.5K | 0.24% | −106−6.5% | Reduced |
| Visionary Horizons, LLC | 1,533 | $592.9K | 0.25% | +1,533 | New |
| Umb Bank N A | 1,534 | $593.2K | 0.01% | −401−20.7% | Reduced |
| PCM Encore, LLC | 1,536 | $594.0K | 0.10% | +27+1.8% | Added |
| LOM Asset Management Ltd | 1,536 | $594.0K | 0.15% | −95−5.8% | Reduced |
| Kathmere Capital Management, LLC | 1,543 | $596.6K | 0.03% | +664+75.5% | Added |