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 |
|---|---|---|---|---|---|
| Silver Oak Securities, Inc | 1,596 | $617.2K | 0.04% | −134−7.7% | Reduced |
| Qtron Investments LLC | 1,592 | $615.7K | 0.08% | +668+72.3% | Added |
| E Fund Management Co., Ltd. | 1,587 | $613.7K | 0.01% | −332−17.3% | Reduced |
| VisionPoint Advisory Group, LLC | 1,580 | $610.9K | 0.10% | +22+1.4% | Added |
| Ballast, Inc. | 1,572 | $607.9K | 0.11% | +1,572 | New |
| Pictet & Cie (Europe) SA | 1,564 | $604.8K | 0.01% | +111+7.6% | Added |
| Permanens Capital L.P. | 1,562 | $604.1K | 0.06% | +83+5.6% | Added |
| Washington Trust Bank | 1,555 | $601.4K | 0.04% | −1,044−40.2% | Reduced |
| Inscription Capital, LLC | 1,552 | $600.1K | 0.05% | +239+18.2% | Added |
| Matisse Capital | 1,550 | $599.4K | 0.24% | +1,550 | New |
| 1st Source Bank | 1,549 | $599.0K | 0.03% | −44−2.8% | Reduced |
| Equitable Holdings, Inc. | 1,548 | $598.8K | 0.00% | +1,548 | New |
| Everhart Financial Group, Inc. | 1,545 | $597.5K | 0.04% | +228+17.3% | Added |
| Kathmere Capital Management, LLC | 1,543 | $596.6K | 0.03% | +664+75.5% | Added |
| LOM Asset Management Ltd | 1,536 | $594.0K | 0.15% | −95−5.8% | Reduced |
| PCM Encore, LLC | 1,536 | $594.0K | 0.10% | +27+1.8% | Added |
| Umb Bank N A | 1,534 | $593.2K | 0.01% | −401−20.7% | Reduced |
| Visionary Horizons, LLC | 1,533 | $592.9K | 0.25% | +1,533 | New |
| Alliance Wealth Advisors, LLC | 1,532 | $592.5K | 0.24% | −106−6.5% | Reduced |
| Vega Investment Solutions | 1,531 | $592.1K | 0.08% | +562+58.0% | Added |
| Confluence Wealth Services, Inc. | 1,526 | $590.1K | 0.02% | +180+13.4% | Added |
| 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 |
| Mowery & Schoenfeld Wealth Management, LLC | 1,511 | $584.4K | 0.80% | 00.0% | Unchanged |
| Perpetual Ltd | 1,507 | $582.8K | 0.01% | −55−3.5% | Reduced |
| Canandaigua National Bank & Trust Co | 1,506 | $582.4K | 0.05% | +1,506 | New |
| EverSource Wealth Advisors, LLC | 1,503 | $581.7K | 0.02% | −509−25.3% | Reduced |
| Westpac Banking Corp | 1,501 | $580.5K | 0.04% | −502−25.1% | Reduced |
| Verum Partners LLC | 1,499 | $579.5K | 0.09% | +23+1.6% | Added |
| Glenview Trust Co | 1,498 | $579.3K | 0.01% | −4−0.3% | Reduced |
| Richwood Investment Advisors, LLC | 1,497 | $578.9K | 0.41% | +150+11.1% | Added |
| Perennial Investment Advisors, LLC | 1,491 | $576.6K | 0.04% | −337−18.4% | Reduced |
| Independence Wealth Advisors, LLC | 1,485 | $574.3K | 0.29% | −10−0.7% | Reduced |
| Good Harbor Advisors, Inc. | 1,481 | $572.7K | 0.56% | +4+0.3% | Added |
| Marex Group plc | 1,478 | $571.6K | 0.00% | −87−5.6% | Reduced |
| First Bank & Trust | 1,477 | $571.2K | 0.08% | −65−4.2% | Reduced |
| Wealth Alliance | 1,474 | $570.2K | 0.05% | −220−13.0% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,474 | $570.0K | 0.09% | +11+0.8% | Added |
| Miller Global Investments, LLC | 1,471 | $568.9K | 0.47% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 1,470 | $568.7K | 0.00% | +703+91.7% | Added |
| RMB Capital Management, LLC | 1,467 | $567.3K | 0.01% | +48+3.4% | Added |
| Providence First Trust Co | 1,455 | $562.7K | 0.16% | +1,455 | New |
| Thomasville National Bank | 1,450 | $560.8K | 0.03% | +1,450 | New |
| Eads & Heald Wealth Management | 1,450 | $560.8K | 0.27% | −30−2.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,438 | $556.0K | 0.01% | +93+6.9% | Added |
| Deseret Mutual Benefit Administrators | 1,437 | $555.7K | 0.18% | −107−6.9% | Reduced |
| FJ Capital Management LLC | 1,433 | $554.2K | 0.07% | +1,433 | New |
| Evolve Private Wealth, LLC | 1,432 | $554.0K | 0.03% | +82+6.1% | Added |
| Rothschild Investment LLC | 1,432 | $553.8K | 0.02% | +1,178+463.8% | Added |
| Salem Investment Counselors Inc | 1,411 | $545.7K | 0.01% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 1,410 | $545.3K | 0.05% | −2,620−65.0% | Reduced |
| Private Trust Co NA | 1,405 | $543.3K | 0.04% | +73+5.5% | Added |
| Proficio Capital Partners LLC | 1,400 | $541.5K | 0.02% | +1,400 | New |
| Empirical Asset Management, LLC | 1,399 | $541.0K | 0.12% | +1,399 | New |
| Marathon Capital Management | 1,397 | $540.3K | 0.11% | +207+17.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 1,393 | $538.7K | 0.14% | −112−7.4% | Reduced |
| Western Pacific Wealth Management, LP | 1,391 | $537.9K | 0.49% | +444+46.9% | Added |
| Oslo Pensjonsforsikring AS | 1,387 | $536.4K | 0.06% | −226−14.0% | Reduced |
| National Asset Management, Inc. | 1,379 | $535.2K | 0.03% | +212+18.2% | Added |
| Hurlow Wealth Management Group, Inc. | 1,381 | $534.1K | 0.11% | +33+2.4% | Added |
| Walleye Capital LLC | 1,380 | $533.7K | 0.00% | −1,644−54.4% | Reduced |
| Michael B. Yongue | 1,379 | $533.3K | 0.37% | −82−5.6% | Reduced |
| Buckingham Strategic Partners | 1,375 | $532.0K | 0.00% | +321+30.5% | Added |
| Centurion Wealth Management LLC | 1,374 | $531.2K | 0.13% | −25−1.8% | Reduced |
| Camden Capital, LLC | 1,357 | $524.7K | 0.03% | +152+12.6% | Added |
| Oregon Pacific Wealth Management, LLC | 1,356 | $524.4K | 0.49% | −35−2.5% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,355 | $524.0K | 0.30% | +45+3.4% | Added |
| Centric Wealth Management | 1,400 | $520.7K | 0.08% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 1,343 | $519.4K | 0.07% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,340 | $518.2K | 0.05% | +212+18.8% | Added |
| Taylor Hoffman Capital Management LLC | 1,336 | $516.7K | 0.13% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,303 | $503.9K | 0.03% | −120−8.4% | Reduced |
| Walker Financial Services, Inc. | 1,302 | $503.7K | 0.16% | 00.0% | Unchanged |
| Dodge & Cox | 1,300 | $502.7K | 0.00% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 1,296 | $501.2K | 0.01% | −2,148−62.4% | Reduced |
| Capital Investment Advisors, LLC | 1,294 | $500.6K | 0.01% | +140+12.1% | Added |
| Prospera Financial Services Inc | 1,282 | $497.3K | 0.01% | −123−8.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,279 | $494.6K | 0.28% | +1,279 | New |
| Pallas Capital Advisors LLC | 1,273 | $492.5K | 0.02% | +195+18.1% | 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 |
| Quarry LP | 1,258 | $486.5K | 0.08% | +1,058+529.0% | Added |
| Valmark Advisers, Inc. | 1,254 | $485.0K | 0.01% | −37−2.9% | Reduced |
| Shufro Rose & Co LLC | 1,250 | $483.4K | 0.03% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 1,250 | $483.4K | 0.08% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 1,240 | $479.5K | 0.34% | −1,452−53.9% | Reduced |
| 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 |
| Compagnie Lombard Odier SCmA | 1,236 | $478.0K | 0.01% | +1,236 | New |
| Donaldson Capital Management, LLC | 1,223 | $472.9K | 0.01% | −11−0.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,121 | $471.4K | 0.01% | −139−11.0% | Reduced |
| Compass Wealth Management LLC | 1,218 | $471.0K | 0.09% | +1,218 | New |
| Catalyst Financial Partners LLC | 1,212 | $468.7K | 0.05% | +311+34.5% | Added |
| 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 |
| Dearborn Partners LLC | 1,208 | $467.2K | 0.03% | 00.0% | Unchanged |
| Guardian Partners Inc. | 1,206 | $466.4K | 0.04% | −1,754−59.3% | Reduced |
| Prosperity Consulting Group, LLC | 1,200 | $464.1K | 0.02% | +1,200 | New |
| HORAN Wealth, LLC | 1,191 | $460.6K | 0.06% | −17−1.4% | Reduced |
| Fielder Capital Group LLC | 1,190 | $460.2K | 0.10% | +87+7.9% | Added |