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 |
|---|---|---|---|---|---|
| Kathmere Capital Management, LLC | 1,543 | $596.6K | 0.03% | +664+75.5% | Added |
| Everhart Financial Group, Inc. | 1,545 | $597.5K | 0.04% | +228+17.3% | Added |
| Equitable Holdings, Inc. | 1,548 | $598.8K | 0.00% | +1,548 | New |
| 1st Source Bank | 1,549 | $599.0K | 0.03% | −44−2.8% | Reduced |
| Matisse Capital | 1,550 | $599.4K | 0.24% | +1,550 | New |
| Inscription Capital, LLC | 1,552 | $600.1K | 0.05% | +239+18.2% | Added |
| Washington Trust Bank | 1,555 | $601.4K | 0.04% | −1,044−40.2% | Reduced |
| Permanens Capital L.P. | 1,562 | $604.1K | 0.06% | +83+5.6% | Added |
| Pictet & Cie (Europe) SA | 1,564 | $604.8K | 0.01% | +111+7.6% | Added |
| Ballast, Inc. | 1,572 | $607.9K | 0.11% | +1,572 | New |
| VisionPoint Advisory Group, LLC | 1,580 | $610.9K | 0.10% | +22+1.4% | Added |
| E Fund Management Co., Ltd. | 1,587 | $613.7K | 0.01% | −332−17.3% | Reduced |
| Qtron Investments LLC | 1,592 | $615.7K | 0.08% | +668+72.3% | Added |
| Silver Oak Securities, Inc | 1,596 | $617.2K | 0.04% | −134−7.7% | Reduced |
| AdvisorShares Investments LLC | 1,600 | $618.8K | 0.07% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 1,602 | $619.5K | 0.40% | +99+6.6% | Added |
| CVFG LLC | 1,603 | $619.9K | 0.07% | −9−0.6% | Reduced |
| Barden Capital Management, Inc. | 1,609 | $622.2K | 0.57% | −607−27.4% | Reduced |
| Keystone Financial Group | 1,612 | $623.3K | 0.04% | −12−0.7% | Reduced |
| Fisher Asset Management, LLC | 1,611 | $623.3K | 0.00% | −235−12.7% | Reduced |
| Insight Inv LLC | 1,618 | $625.7K | 0.29% | −509−23.9% | Reduced |
| Fidelis Capital Partners, LLC | 1,627 | $629.2K | 0.04% | +89+5.8% | Added |
| Avise Financial Cooperative, Inc. | 1,633 | $631.5K | 0.45% | +297+22.2% | Added |
| Lebenthal Global Advisors, LLC | 1,639 | $633.9K | 0.09% | +1,639 | New |
| Ruggaard & Associates LLC | 1,644 | $635.8K | 0.23% | 00.0% | Unchanged |
| Norden Group LLC | 1,662 | $642.8K | 0.05% | +1,662 | New |
| Systematic Financial Management LP | 1,665 | $643.9K | 0.01% | −25−1.5% | Reduced |
| Ameritas Advisory Services, LLC | 1,678 | $649.0K | 0.01% | +436+35.1% | Added |
| Ballentine Partners, LLC | 1,679 | $649.0K | 0.01% | +651+63.3% | Added |
| PFG Investments, LLC | 1,685 | $651.6K | 0.03% | +297+21.4% | Added |
| Detalus Advisors, LLC | 1,694 | $655.0K | 0.13% | +1+0.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,696 | $655.7K | 0.02% | −200−10.5% | Reduced |
| Krilogy Financial LLC | 1,715 | $663.2K | 0.02% | +420+32.4% | Added |
| InvesTrust | 1,716 | $663.6K | 0.26% | 00.0% | Unchanged |
| Busey Wealth Management | 1,718 | $664.4K | 0.02% | −13−0.8% | Reduced |
| Founders Grove Wealth Partners, LLC | 1,722 | $665.9K | 0.13% | +91+5.6% | Added |
| Van Diest Capital, LLC | 1,733 | $670.2K | 0.60% | −2,655−60.5% | Reduced |
| Taylor Financial Group, Inc. | 1,740 | $672.9K | 0.37% | 00.0% | Unchanged |
| Brogan Financial, Inc. | 1,741 | $673.3K | 0.27% | +37+2.2% | Added |
| 111 Capital | 1,745 | $674.8K | 0.12% | +847+94.3% | Added |
| OpenArc Corporate Advisory, LLC | 1,747 | $675.6K | 0.01% | +58+3.4% | Added |
| Aso Group Ltd | 1,748 | $676.0K | 0.29% | 00.0% | Unchanged |
| Inceptionr LLC | 1,748 | $676.0K | 0.17% | +1,748 | New |
| Picton Mahoney Asset Management | 1,761 | $681.0K | 0.01% | +1,759+87,950.0% | Added |
| Larson Financial Group LLC | 1,765 | $682.5K | 0.02% | +647+57.9% | Added |
| H&H Retirement Design & Management INC | 1,823 | $685.3K | 0.32% | +22+1.2% | Added |
| Regions Financial Corp | 1,781 | $688.8K | 0.00% | +241+15.6% | Added |
| Burns Matteson Capital Management, LLC | 1,785 | $690.3K | 0.22% | +117+7.0% | Added |
| Cypress Wealth Services, LLC | 1,792 | $692.9K | 0.09% | −134−7.0% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 1,800 | $696.1K | 0.28% | +600+50.0% | Added |
| Atomi Financial Group, Inc. | 1,811 | $700.2K | 0.02% | +939+107.7% | Added |
| Fortress Private Ledger, LLC | 1,813 | $701.0K | 0.19% | +157+9.5% | Added |
| Oversea-Chinese Banking CORP Ltd | 1,813 | $701.1K | 0.02% | +1,813 | New |
| Aigen Investment Management, LP | 1,816 | $702.3K | 0.19% | −11,167−86.0% | Reduced |
| J.W. Cole Advisors, Inc. | 1,818 | $703.1K | 0.01% | +377+26.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,820 | $703.8K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 1,831 | $708.2K | 0.04% | +1,024+126.9% | Added |
| Ascent Group, LLC | 1,843 | $712.8K | 0.02% | +365+24.7% | Added |
| Naples Global Advisors, LLC | 1,850 | $715.5K | 0.04% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 1,853 | $716.6K | 0.48% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1,853 | $716.6K | 0.03% | +3+0.2% | Added |
| Northern Financial Advisors Inc | 1,855 | $717.4K | 0.47% | −22−1.2% | Reduced |
| AlphaGrep UK Ltd | 1,861 | $719.7K | 0.22% | −113−5.7% | Reduced |
| Ameritas Investment Partners, Inc. | 1,863 | $720.5K | 0.02% | −126−6.3% | Reduced |
| EntryPoint Capital, LLC | 1,876 | $725.5K | 0.18% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 1,879 | $726.7K | 0.18% | −180−8.7% | Reduced |
| Field & Main Bank | 1,883 | $728.2K | 0.15% | +25+1.3% | Added |
| Fox Run Management, L.L.C. | 1,892 | $731.7K | 0.12% | +782+70.5% | Added |
| Savvy Advisors, Inc. | 1,892 | $731.9K | 0.02% | +879+86.8% | Added |
| Wesbanco Bank Inc | 1,901 | $735.2K | 0.02% | +706+59.1% | Added |
| Simplicity Wealth,LLC | 1,914 | $740.1K | 0.02% | +947+97.9% | Added |
| Terry L. Blaker | 1,914 | $740.2K | 0.03% | 00.0% | Unchanged |
| CSS LLC | 1,931 | $746.8K | 0.03% | −1,340−41.0% | Reduced |
| Sapient Capital LLC | 1,958 | $757.2K | 0.01% | −654−25.0% | Reduced |
| Bryn Mawr Trust Co | 1,963 | $759.2K | 0.02% | +117+6.3% | Added |
| PDS Planning, Inc | 1,973 | $763.0K | 0.04% | +172+9.6% | Added |
| Verus Financial Partners, Inc. | 1,977 | $764.4K | 0.07% | −148−7.0% | Reduced |
| Lifeworks Advisors, LLC | 1,978 | $765.0K | 0.08% | +66+3.5% | Added |
| Garrison Point Advisors, LLC | 2,000 | $773.5K | 0.31% | 00.0% | Unchanged |
| Corient IA LLC | 2,000 | $773.5K | 0.71% | +2,000 | New |
| Allworth Financial LP | 2,002 | $774.2K | 0.00% | +463+30.1% | Added |
| Bank of Nova Scotia Trust Co | 2,004 | $775.0K | 0.06% | +1,211+152.7% | Added |
| Miracle Mile Advisors, LLC | 2,026 | $783.7K | 0.01% | +560+38.2% | Added |
| Winton Group Ltd | 2,040 | $788.9K | 0.03% | +2,040 | New |
| Stevens Capital Management LP | 2,041 | $789.0K | 0.19% | +2,041 | New |
| RFG Advisory, LLC | 2,046 | $791.1K | 0.01% | +81+4.1% | Added |
| Croban | 2,048 | $792.0K | 0.35% | +2,048 | New |
| Cigna Investments Inc | 2,052 | $793.0K | 0.10% | −54−2.6% | Reduced |
| Signature Estate & Investment Advisors LLC | 2,049 | $793.3K | 0.01% | −35−1.7% | Reduced |
| Indivisible Partners | 2,052 | $793.5K | 0.04% | +214+11.6% | Added |
| Hantz Financial Services, Inc. | 2,052 | $794.0K | 0.01% | +555+37.1% | Added |
| Oak Associates, Ltd | 2,054 | $794.3K | 0.04% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,060 | $796.8K | 0.01% | +918+80.4% | Added |
| Ocean Capital Management, LLC | 2,074 | $801.9K | 0.15% | +8+0.4% | Added |
| Acropolis Investment Management, LLC | 2,079 | $804.1K | 0.03% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 2,081 | $804.8K | 0.43% | +26+1.3% | Added |
| Sagespring Wealth Partners, LLC | 2,082 | $805.1K | 0.01% | +964+86.2% | Added |
| Keystone Financial Services | 2,092 | $809.1K | 0.21% | +61+3.0% | Added |
| Foundations Investment Advisors, LLC | 2,093 | $809.3K | 0.01% | −322−13.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,120 | $820.0K | 0.18% | +2,120 | New |