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 |
|---|---|---|---|---|---|
| Centaurus Financial, Inc. | 1,187 | $459.0K | 0.02% | −191−13.9% | 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 |
| Highland Capital Management, LLC | 1,180 | $456.3K | 0.02% | −20−1.7% | Reduced |
| Jacobi Capital Management LLC | 1,180 | $456.2K | 0.02% | −259−18.0% | Reduced |
| Sivia Capital Partners, LLC | 1,163 | $449.8K | 0.05% | +1,163 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,154 | $446.3K | 0.13% | +70+6.5% | Added |
| Monarch Capital Management Inc | 1,153 | $445.9K | 0.10% | 00.0% | Unchanged |
| Middleton & Co Inc | 1,150 | $444.7K | 0.05% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 1,144 | $442.3K | 0.05% | +1,144 | New |
| Evermay Wealth Management LLC | 1,142 | $441.6K | 0.05% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,139 | $440.5K | 0.02% | +60+5.6% | Added |
| Premier Path Wealth Partners, LLC | 1,131 | $437.6K | 0.05% | +138+13.9% | Added |
| Facet Wealth, Inc. | 1,130 | $437.0K | 0.01% | +294+35.2% | Added |
| Everett Harris & Co | 1,128 | $436.2K | 0.01% | +217+23.8% | Added |
| Weinberger Asset Management, Inc | 1,156 | $434.6K | 0.14% | +6+0.5% | Added |
| Gryphon Financial Partners LLC | 1,119 | $432.9K | 0.04% | +120+12.0% | Added |
| Cardiff Park Advisors, LLC | 1,118 | $432.4K | 0.03% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,118 | $432.1K | 0.04% | −1,118−50.0% | Reduced |
| Client 1st Advisory Group, LLC | 1,117 | $432.0K | 0.12% | +36+3.3% | Added |
| McAdam, LLC | 1,108 | $428.5K | 0.02% | +1,108 | New |
| Willner & Heller, LLC | 1,107 | $428.1K | 0.27% | +5+0.5% | Added |
| Heritage Wealth Management, Inc. | 1,106 | $427.9K | 0.11% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 1,105 | $427.5K | 0.04% | +1,105 | New |
| Balentine LLC | 1,104 | $426.9K | 0.02% | −10−0.9% | Reduced |
| Haverford Trust Co | 1,102 | $426.2K | 0.00% | −5−0.5% | Reduced |
| Virtue Capital Management, LLC | 1,099 | $425.0K | 0.06% | −118−9.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,094 | $423.1K | 0.01% | −4,926−81.8% | Reduced |
| Centiva Capital, LP | 1,093 | $422.7K | 0.01% | +293+36.6% | Added |
| Tempo Wealth, LLC | 1,088 | $420.7K | 0.06% | −32−2.9% | Reduced |
| Baker Avenue Asset Management, LP | 1,087 | $420.3K | 0.01% | +1,087 | New |
| Great Valley Advisor Group, Inc. | 1,084 | $419.4K | 0.01% | −246−18.5% | Reduced |
| Englebert Financial Advisers, LLC | 1,080 | $417.7K | 0.41% | −1,122−51.0% | Reduced |
| Tamar Securities, LLC | 1,079 | $417.3K | 0.04% | +354+48.8% | Added |
| Daytona Street Capital LLC | 1,000 | $416.9K | 0.30% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 1,076 | $416.1K | 0.02% | +127+13.4% | 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 |
| 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 |
| Waddell & Associates, LLC | 1,065 | $411.9K | 0.02% | +231+27.7% | Added |
| Whalen Wealth Management Inc. | 1,064 | $411.5K | 0.19% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,059 | $409.5K | 0.02% | +1,059 | New |
| Wealth Management Associates, Inc. | 1,053 | $407.3K | 0.11% | +1,053 | New |
| Advisors Capital Management, LLC | 1,043 | $403.5K | 0.00% | +198+23.4% | Added |
| Kelly Financial Group LLC | 1,040 | $402.2K | 0.09% | 00.0% | Unchanged |
| King Wealth | 1,037 | $401.0K | 0.04% | −9−0.9% | Reduced |
| Central Trust Co | 1,036 | $400.7K | 0.01% | +97+10.3% | Added |
| Romano Brothers and Company | 1,036 | $400.7K | 0.04% | 00.0% | Unchanged |
| Conning Inc. | 1,031 | $398.7K | 0.01% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 1,030 | $398.2K | 0.03% | −112−9.8% | Reduced |
| Clear Harbor Asset Management, LLC | 1,029 | $397.9K | 0.02% | −115−10.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,026 | $396.7K | 0.01% | +103+11.2% | Added |
| Douglass Winthrop Advisors, LLC | 1,025 | $396.4K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,018 | $393.7K | 0.03% | +1,018 | New |
| TIAA Wealth Investment Management LLC | 1,015 | $392.5K | 0.00% | +226+28.6% | Added |
| Lecap Asset Management Ltd | 1,014 | $392.1K | 0.17% | −5,369−84.1% | Reduced |
| Fulcrum Asset Management LLP | 1,009 | $391.5K | 0.04% | −4,186−80.6% | Reduced |
| Liberty One Investment Management, LLC | 1,012 | $391.3K | 0.04% | +82+8.8% | Added |
| Hilton Head Capital Partners, LLC | 1,011 | $391.0K | 0.20% | −30−2.9% | Reduced |
| Optas, LLC | 1,009 | $390.2K | 0.05% | +183+22.2% | Added |
| Signal Advisors Wealth, LLC | 1,008 | $389.7K | 0.02% | +119+13.4% | Added |
| Winebrenner Capital Management LLC | 993 | $384.1K | 0.23% | +2+0.2% | Added |
| JMN Financial LLC | 990 | $382.9K | 0.30% | +990 | New |
| Plancorp, LLC | 899 | $382.2K | 0.01% | −762−45.9% | Reduced |
| First Financial Corp | 971 | $375.5K | 0.13% | 00.0% | Unchanged |
| Oath Planning, LLC | 971 | $375.4K | 0.28% | +6+0.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 970 | $375.0K | 0.00% | +970 | New |
| Baader Bank INC | 967 | $374.0K | 0.03% | +967 | New |
| Aspire Private Capital, LLC | 967 | $373.9K | 0.08% | −103−9.6% | Reduced |
| Bell Investment Advisors, Inc | 962 | $371.9K | 0.05% | +24+2.6% | Added |
| Aegis Wealth Management LLC | 961 | $371.6K | 0.17% | +159+19.8% | Added |
| Fieldview Capital Management, LLC | 961 | $371.6K | 0.11% | +961 | New |
| Independence Bank of Kentucky | 959 | $370.9K | 0.04% | −79−7.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 957 | $370.1K | 0.00% | +113+13.4% | Added |
| Drive Wealth Management, LLC | 953 | $368.6K | 0.07% | +953 | New |
| Cim Investment Mangement Inc | 953 | $368.6K | 0.09% | −95−9.1% | Reduced |
| Accredited Investors Inc. | 953 | $368.6K | 0.02% | 00.0% | Unchanged |
| Defiance ETFs, LLC | 881 | $366.7K | 0.01% | +144+19.5% | Added |
| Benchmark Investment Advisors LLC | 940 | $363.4K | 0.16% | −5−0.5% | Reduced |
| Ponta Wealth Partners, LLC | 937 | $362.4K | 0.19% | +937 | New |
| Moneta Group Investment Advisors LLC | 936 | $362.0K | 0.00% | +13+1.4% | Added |
| 71 West Capital Partners | 936 | $362.0K | 0.01% | +936 | New |
| S-Bank Fund Management Ltd | 932 | $360.4K | 0.05% | +932 | New |
| Circle Wealth Management, LLC | 931 | $360.0K | 0.00% | +11+1.2% | Added |
| Naviter Wealth, LLC | 930 | $359.7K | 0.03% | −15−1.6% | Reduced |
| Sagewood Asset Management LP | 924 | $357.3K | 0.08% | +924 | New |
| Berkshire Asset Management LLC | 920 | $355.9K | 0.01% | +9+1.0% | Added |
| Insigneo Advisory Services, LLC | 919 | $355.4K | 0.01% | −263−22.3% | Reduced |
| Regatta Capital Group, LLC | 918 | $355.2K | 0.05% | −16−1.7% | Reduced |
| NorthRock Partners, LLC | 917 | $354.5K | 0.01% | −315−25.6% | Reduced |
| Hengehold Capital Management LLC | 916 | $354.3K | 0.03% | −51−5.3% | Reduced |
| Claro Advisors LLC | 910 | $352.1K | 0.04% | +2+0.2% | Added |
| Wealth Advisory Solutions, LLC | 907 | $350.8K | 0.07% | 00.0% | Unchanged |
| Hilltop Partners LLC | 907 | $350.6K | 0.09% | −7−0.8% | 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 |
| Chiron Capital Management, LLC | 902 | $348.8K | 0.31% | −600−39.9% | Reduced |
| Gladstone Institutional Advisory LLC | 901 | $348.3K | 0.01% | +8+0.9% | Added |
| Retirement Planning Group, LLC | 892 | $344.9K | 0.19% | +4+0.5% | Added |