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 |
|---|---|---|---|---|---|
| Souders Financial Advisors | 2,120 | $820.0K | 0.08% | +96+4.7% | Added |
| Equitable Trust Co | 2,123 | $821.0K | 0.03% | +64+3.1% | Added |
| Fiduciary Trust Co | 2,140 | $827.6K | 0.01% | −89−4.0% | Reduced |
| Kestra Investment Management, LLC | 2,144 | $829.1K | 0.02% | +2,144 | New |
| Checchi Capital Advisers, LLC | 2,149 | $831.1K | 0.05% | −45−2.1% | Reduced |
| Diversify Wealth Management, LLC | 2,198 | $831.5K | 0.01% | −329−13.0% | Reduced |
| Diversify Advisory Services, LLC | 2,198 | $831.5K | 0.01% | +434+24.6% | Added |
| Caitong International Asset Management Co., Ltd | 2,174 | $840.8K | 0.12% | +1,713+371.6% | Added |
| Quantitative Investment Management, LLC | 2,184 | $844.0K | 0.09% | +1,038+90.6% | Added |
| Shelton Capital Management | 2,194 | $848.5K | 0.02% | −48−2.1% | Reduced |
| Tower Research Capital LLC (TRC) | 2,211 | $855.1K | 0.02% | −198−8.2% | Reduced |
| Sigma Planning Corp | 2,225 | $860.7K | 0.02% | +672+43.3% | Added |
| Frisch Financial Group, Inc. | 2,229 | $862.2K | 0.15% | +329+17.3% | Added |
| Tobam | 2,247 | $869.0K | 0.21% | −1,483−39.8% | Reduced |
| LRI Investments, LLC | 2,270 | $877.9K | 0.07% | +355+18.5% | Added |
| Intellectus Partners, LLC | 2,301 | $889.8K | 0.15% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 2,320 | $897.0K | 0.01% | +268+13.1% | Added |
| Asset Dedication, LLC | 2,340 | $904.9K | 0.06% | −57−2.4% | Reduced |
| Change Path, LLC | 2,343 | $906.2K | 0.02% | +667+39.8% | Added |
| Heritage Wealth Advisors | 2,347 | $907.7K | 0.03% | −96−3.9% | Reduced |
| Octavia Wealth Advisors, LLC | 2,360 | $912.7K | 0.08% | −548−18.8% | Reduced |
| Arkadios Wealth Advisors | 2,366 | $915.3K | 0.01% | +273+13.0% | Added |
| Barlow Wealth Partners, Inc. | 2,205 | $917.5K | 0.10% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 2,375 | $918.5K | 0.02% | +1,621+215.0% | Added |
| Wedbush Securities Inc | 2,379 | $920.0K | 0.02% | +47+2.0% | Added |
| Mutual Advisors, LLC | 2,382 | $921.1K | 0.02% | +4+0.2% | Added |
| Crestwood Advisors Group LLC | 2,395 | $926.4K | 0.01% | +1,010+72.9% | Added |
| Axecap Investments, LLC | 2,396 | $926.6K | 0.51% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 2,397 | $926.9K | 0.32% | +15+0.6% | Added |
| Chicago Partners Investment Group LLC | 2,445 | $927.4K | 0.02% | +607+33.0% | Added |
| Michels Family Financial, LLC | 2,413 | $933.3K | 0.60% | −5−0.2% | Reduced |
| Profund Advisors LLC | 2,419 | $935.5K | 0.03% | −48−1.9% | Reduced |
| Chicago Capital, LLC | 2,419 | $935.5K | 0.02% | −8−0.3% | Reduced |
| Evergreen Capital Management LLC | 2,426 | $938.2K | 0.02% | +1,305+116.4% | Added |
| Ritholtz Wealth Management | 2,430 | $939.7K | 0.01% | +266+12.3% | Added |
| Malaga Cove Capital, LLC | 2,433 | $940.9K | 0.30% | −371−13.2% | Reduced |
| SPWM Advisors LLC | 2,525 | $942.0K | 0.87% | −807−24.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 2,453 | $948.6K | 0.14% | −248−9.2% | Reduced |
| Hound Partners, LLC | 2,453 | $948.6K | 0.11% | −1,482−37.7% | Reduced |
| Joel Isaacson & Co., LLC | 2,458 | $950.6K | 0.03% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,461 | $951.7K | 0.04% | +2,461 | New |
| Trust Asset Management LLC | 2,490 | $963.0K | 0.06% | −94−3.6% | Reduced |
| Searle & Co. | 2,506 | $969.1K | 0.22% | +150+6.4% | Added |
| Stoneridge Investment Partners LLC | 2,581 | $970.0K | 0.64% | +2,581 | New |
| Empower Advisory Group, LLC | 2,531 | $978.8K | 0.00% | −191−7.0% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,537 | $981.1K | 0.07% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 2,555 | $988.1K | 0.05% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 2,561 | $990.4K | 0.02% | −113−4.2% | Reduced |
| Frec Markets, Inc. | 2,570 | $993.9K | 0.09% | +1,658+181.8% | Added |
| DoubleLine ETF Adviser LP | 2,579 | $997.4K | 0.41% | −339−11.6% | Reduced |
| Peak Asset Management, LLC | 2,590 | $1.00M | 0.15% | +2,590 | New |
| PKO Investment Management Joint-Stock Co | 2,600 | $1.01M | 0.07% | −200−7.1% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 2,600 | $1.01M | 0.05% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 2,603 | $1.01M | 0.10% | −5−0.2% | Reduced |
| Weiss Asset Management LP | 2,603 | $1.01M | 0.01% | −50,068−95.1% | Reduced |
| Financial Security Advisor, Inc. | 2,616 | $1.01M | 0.16% | +8+0.3% | Added |
| Pure Financial Advisors, Inc. | 2,625 | $1.02M | 0.01% | +160+6.5% | Added |
| Sowell Financial Services LLC | 2,643 | $1.02M | 0.03% | +112+4.4% | Added |
| Meriwether Wealth & Planning, LLC | 2,679 | $1.04M | 0.51% | −183−6.4% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 2,686 | $1.04M | 0.09% | −459−14.6% | Reduced |
| Institute for Wealth Management, LLC. | 2,709 | $1.05M | 0.09% | −14−0.5% | Reduced |
| Parallel Advisors, LLC | 2,711 | $1.05M | 0.02% | +463+20.6% | Added |
| TCG Advisory Services, LLC | 2,717 | $1.05M | 0.02% | +563+26.1% | Added |
| Pinnacle Associates Ltd | 2,721 | $1.05M | 0.01% | −590−17.8% | Reduced |
| Larry Mathis Financial Planning, LLC | 2,733 | $1.06M | 0.81% | −57−2.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,739 | $1.06M | 0.03% | 00.0% | Unchanged |
| Tevis Investment Management | 2,753 | $1.06M | 0.58% | +2,753 | New |
| Sanibel Captiva Trust Company, Inc. | 2,754 | $1.07M | 0.03% | +24+0.9% | Added |
| Aviso Financial Inc. | 2,757 | $1.07M | 0.04% | −1,403−33.7% | Reduced |
| Solidarilty Wealth, LLC | 2,786 | $1.08M | 0.19% | +1,799+182.3% | Added |
| Two Sigma Securities, LLC | 2,796 | $1.08M | 0.09% | +1,429+104.5% | Added |
| Johnson Investment Counsel Inc | 2,802 | $1.08M | 0.01% | −941−25.1% | Reduced |
| Cypress Advisory Group LLC | 2,830 | $1.09M | 0.85% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 2,848 | $1.10M | 0.16% | −996−25.9% | Reduced |
| Independent Advisor Alliance | 2,885 | $1.12M | 0.03% | +17+0.6% | Added |
| Stratos Wealth Partners, LTD. | 2,896 | $1.12M | 0.01% | −245−7.8% | Reduced |
| Leavell Investment Management, Inc. | 2,901 | $1.12M | 0.04% | −13−0.4% | Reduced |
| Eagle Global Advisors LLC | 2,905 | $1.12M | 0.04% | +525+22.1% | Added |
| Friedenthal Financial | 2,916 | $1.13M | 0.52% | +2,916 | New |
| Xxi Wealth, LLC | 2,925 | $1.13M | 0.52% | −17−0.6% | Reduced |
| Qsemble Capital Management, LP | 2,934 | $1.13M | 0.15% | −7,080−70.7% | Reduced |
| Peoples Bank | 2,947 | $1.14M | 1.11% | −50−1.7% | Reduced |
| Accurate Wealth Management, LLC | 2,745 | $1.14M | 0.11% | +1,946+243.6% | Added |
| Gateway Wealth Partners, LLC | 2,966 | $1.15M | 0.07% | +1,655+126.2% | Added |
| Transcend Wealth Collective, LLC | 2,972 | $1.15M | 0.08% | −284−8.7% | Reduced |
| Merrion Investment Management Co, LLC | 2,975 | $1.15M | 0.54% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 2,997 | $1.16M | 0.07% | +206+7.4% | Added |
| Smartleaf Asset Management LLC | 2,988 | $1.16M | 0.04% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 3,007 | $1.16M | 0.12% | +3,007 | New |
| Sava Infond d.o.o. | 3,010 | $1.16M | 0.08% | −7,350−70.9% | Reduced |
| Greenfield Savings Bank | 3,011 | $1.16M | 0.44% | −29−1.0% | Reduced |
| Snowden Capital Advisors LLC | 3,042 | $1.18M | 0.03% | +579+23.5% | Added |
| Grove Bank & Trust | 3,068 | $1.19M | 0.12% | −526−14.6% | Reduced |
| Wealth Architects, LLC | 3,076 | $1.19M | 0.09% | +17+0.6% | Added |
| Maia Wealth LLC | 3,085 | $1.19M | 0.18% | −1,018−24.8% | Reduced |
| denkapparat Operations GmbH | 3,108 | $1.20M | 0.39% | +1,362+78.0% | Added |
| Sentry LLC | 3,124 | $1.21M | 0.34% | +30+1.0% | Added |
| Axq Capital, LP | 3,135 | $1.21M | 0.13% | −552−15.0% | Reduced |
| Knollwood Investment Advisory, LLC | 3,137 | $1.21M | 0.11% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,140 | $1.21M | 0.02% | +1,022+48.3% | Added |