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 |
|---|---|---|---|---|---|
| Cozad Asset Management Inc | 557 | $215.4K | 0.01% | +557 | New |
| Atlas Private Wealth Advisors | 556 | $215.2K | 0.05% | +556 | New |
| Evercore Wealth Management, LLC | 556 | $215.0K | 0.00% | +556 | New |
| Saiph Capital, LLC | 556 | $215.0K | 0.06% | +556 | New |
| Home Federal Bank of Tennessee | 555 | $214.6K | 0.05% | +555 | New |
| KLCM Advisors, Inc. | 552 | $213.6K | 0.02% | +552 | New |
| Whalerock Point Partners, LLC | 552 | $213.5K | 0.04% | +552 | New |
| Tannin Capital LLC | 552 | $213.5K | 0.14% | +552 | New |
| New England Capital Financial Advisors LLC | 548 | $212.0K | 0.05% | +1+0.2% | Added |
| Personal Cfo Solutions, LLC | 546 | $211.1K | 0.03% | +546 | New |
| Bellars Harris Wealth Management, LLC | 543 | $210.0K | 0.04% | +543 | New |
| Meridian Wealth Management, LLC | 538 | $208.2K | 0.01% | +538 | New |
| Syverson Strege & Co | 538 | $208.1K | 0.05% | +538 | New |
| Riverstone Advisors, LLC | 538 | $208.1K | 0.09% | +538 | New |
| Argos Wealth Advisors, LLC | 537 | $207.7K | 0.05% | +537 | New |
| Novare Capital Management LLC | 536 | $207.3K | 0.01% | +536 | New |
| New Republic Capital, LLC | 535 | $207.0K | 0.05% | +535 | New |
| V2 Financial group LLC | 533 | $206.0K | 0.08% | +533 | New |
| Narwhal Capital Management | 532 | $205.7K | 0.01% | −946−64.0% | Reduced |
| Crew Capital Management, Ltd. | 529 | $204.6K | 0.11% | +529 | New |
| Novem Group | 529 | $204.5K | 0.02% | +529 | New |
| Cache Advisors, LLC | 527 | $203.8K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 525 | $203.0K | 0.02% | −742−58.6% | Reduced |
| Summit Place Financial Advisors, LLC | 525 | $203.0K | 0.09% | +525 | New |
| Jeppson Wealth Management, LLC | 524 | $202.6K | 0.06% | +524 | New |
| North Star Investment Management Corp. | 522 | $201.9K | 0.01% | +20+4.0% | Added |
| Financial Advisors Network, Inc. | 521 | $201.5K | 0.02% | +521 | New |
| City Holding Co | 515 | $199.2K | 0.02% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 496 | $191.8K | 0.07% | +496 | New |
| Vestor Capital, LLC | 239 | $187.0K | 0.02% | −1,407−85.5% | Reduced |
| BNP Paribas | 476 | $184.1K | 0.00% | −240−33.5% | Reduced |
| Roxbury Financial LLC | 452 | $174.8K | 0.14% | +2+0.4% | Added |
| Strategic Wealth Partners, Ltd. | 448 | $173.3K | 0.01% | −10−2.2% | Reduced |
| Covestor Ltd | 442 | $171.0K | 0.10% | +100+29.2% | Added |
| TD Private Client Wealth LLC | 422 | $163.2K | 0.00% | −3,708−89.8% | Reduced |
| Gilpin Wealth Management, LLC | 420 | $162.4K | 0.11% | +314+296.2% | Added |
| Commonwealth Retirement Investments LLC | 417 | $161.3K | 0.04% | +417 | New |
| First Horizon Corp | 412 | $159.3K | 0.01% | +71+20.8% | Added |
| AXS Investments LLC | 400 | $154.7K | 0.04% | −100−20.0% | Reduced |
| IFG Advisory, LLC | 395 | $152.9K | 0.01% | +395 | New |
| Hartford Financial Management Inc. | 380 | $147.0K | 0.03% | 00.0% | Unchanged |
| Hilltop National Bank | 379 | $146.6K | 0.03% | +55+17.0% | Added |
| Acumen Wealth Advisors, LLC | 372 | $143.9K | 0.03% | −6,563−94.6% | Reduced |
| HM Payson & Co | 370 | $143.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 368 | $142.3K | 0.01% | −253−40.7% | Reduced |
| Zions Bancorporation, National Association | 351 | $135.7K | 0.01% | +76+27.6% | Added |
| Curat Global, LLC | 300 | $135.4K | 0.11% | −50−14.3% | Reduced |
| American National Bank | 350 | $135.3K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 349 | $135.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 348 | $134.8K | 0.03% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 340 | $131.5K | 0.00% | −6−1.7% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 334 | $129.2K | 0.01% | +334 | New |
| Barnes Dennig Private Wealth Management LLC | 313 | $121.0K | 0.10% | +2+0.6% | Added |
| MV Capital Management, Inc. | 306 | $118.3K | 0.01% | +49+19.1% | Added |
| Trust Co | 305 | $118.0K | 0.01% | +30+10.9% | Added |
| Colonial Trust Co | 305 | $117.9K | 0.01% | −515−62.8% | Reduced |
| Miller Capital Partners, Inc. | 303 | $117.2K | 0.05% | −150−33.1% | Reduced |
| Kempen Capital Management N.V. | 303 | $117.2K | 0.00% | −111−26.8% | Reduced |
| Compass Financial Management LLC | 302 | $116.8K | 0.01% | +302 | New |
| Mechanics Financial Corp | 300 | $116.0K | 0.04% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 292 | $113.0K | 0.04% | −109−27.2% | Reduced |
| Oakworth Capital, Inc. | 264 | $109.9K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 282 | $109.1K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 281 | $108.7K | 0.00% | +281 | New |
| Caldwell Trust Co | 280 | $108.3K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 281 | $108.0K | 0.04% | +45+19.1% | Added |
| Harbor Asset Planning, Inc. | 276 | $106.7K | 0.08% | 00.0% | Unchanged |
| Smithfield Trust Co | 272 | $105.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 271 | $104.8K | 0.01% | −6−2.2% | Reduced |
| Cornerstone Financial Management LLC | 270 | $104.4K | 0.08% | +29+12.0% | Added |
| Trust Co of Vermont | 269 | $104.0K | 0.00% | +269 | New |
| Silvant Capital Management LLC | 257 | $99.4K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 254 | $98.1K | 0.03% | +10+4.1% | Added |
| Capital Advisors, Ltd. LLC | 251 | $97.0K | 0.01% | +1+0.4% | Added |
| Southern Michigan Bank & Trust | 250 | $96.7K | 0.03% | −8−3.1% | Reduced |
| Monetary Management Group Inc | 250 | $96.7K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 229 | $95.3K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 243 | $94.4K | 0.01% | −794−76.6% | Reduced |
| Vima LLC | 243 | $94.0K | 0.09% | +243 | New |
| Erste Asset Management GmbH | 190 | $93.5K | 0.00% | −2,942−93.9% | Reduced |
| NBH Bank | 241 | $93.2K | 0.04% | +241 | New |
| Atlantic Trust, LLC | 239 | $92.4K | 0.01% | +6+2.6% | Added |
| Colonial Trust Advisors | 236 | $91.3K | 0.01% | +36+18.0% | Added |
| Rossby Financial, LCC | 234 | $90.5K | 0.02% | −28−10.7% | Reduced |
| Cohen & Steers, Inc. | 220 | $85.0K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 215 | $83.0K | 0.03% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 215 | $83.0K | 0.02% | +17+8.6% | Added |
| GW&K Investment Management, LLC | 199 | $77.0K | 0.00% | +34+20.6% | Added |
| Raleigh Capital Management Inc. | 199 | $76.9K | 0.02% | −39−16.4% | Reduced |
| Spire Wealth Management | 197 | $76.2K | 0.00% | +5+2.6% | Added |
| Elequin Capital LP | 189 | $73.1K | 0.00% | +189 | New |
| Harbor Investment Advisory, LLC | 182 | $70.4K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 179 | $69.2K | 0.01% | +160+842.1% | Added |
| Ancora Advisors, LLC | 178 | $68.8K | 0.00% | −236−57.0% | Reduced |
| Financial Consulate, Inc | 174 | $67.1K | 0.01% | +12+7.4% | Added |
| Asset Planning,Inc | 173 | $66.9K | 0.04% | +173 | New |
| Vanguard National Trust Co | 170 | $65.7K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 165 | $64.0K | 0.05% | +15+10.0% | Added |
| Golden State Wealth Management, LLC | 163 | $63.1K | 0.01% | +5+3.2% | Added |
| City State Bank | 160 | $61.9K | 0.01% | 00.0% | Unchanged |