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
Q3 2026 data is still coming in: 4 institutions have reported holding ELV so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 160 | $61.9K | 0.01% | +37+30.1% | Added |
| Owl Creek Wealth Partners LLC | 156 | $60.3K | 0.02% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 155 | $59.9K | 0.00% | −305−66.3% | Reduced |
| Monetary Solutions, Ltd | 152 | $58.8K | 0.05% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 152 | $58.8K | 0.01% | +4+2.7% | Added |
| Coston, McIsaac & Partners | 150 | $58.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 146 | $56.5K | 0.01% | +146 | New |
| EFG International AG | 144 | $55.7K | 0.00% | −160−52.6% | Reduced |
| Signature Resources Capital Management, LLC | 136 | $52.6K | 0.02% | +126+1,260.0% | Added |
| Financial Perspectives, Inc | 135 | $52.2K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 132 | $51.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 130 | $50.3K | 0.01% | −96−42.5% | Reduced |
| Beacon Financial Strategies CORP | 130 | $50.3K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 128 | $49.5K | 0.00% | −6−4.5% | Reduced |
| JFS Wealth Advisors, LLC | 127 | $49.1K | 0.00% | +2+1.6% | Added |
| Hanson & Doremus Investment Management | 127 | $49.0K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 122 | $47.2K | 0.01% | −73−37.4% | Reduced |
| Bogart Wealth, LLC | 121 | $46.8K | 0.00% | +8+7.1% | Added |
| Wilkerson Advisory Group LLC | 119 | $46.0K | 0.01% | +48+67.6% | Added |
| Dorato Capital Management | 110 | $45.8K | 0.03% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 110 | $45.7K | 0.02% | +1+0.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 117 | $45.2K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 117 | $45.2K | 0.01% | +50+74.6% | Added |
| Action Point Financial Planning, LLC | 119 | $44.9K | 0.00% | +119 | New |
| Essential Partners LLC | 114 | $44.1K | 0.02% | +9+8.6% | Added |
| Tacita Capital Inc | 113 | $43.7K | 0.02% | 00.0% | Unchanged |
| Bravera Wealth | 110 | $42.5K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 108 | $41.8K | 0.01% | +21+24.1% | Added |
| NBC Securities, Inc. | 108 | $41.8K | 0.00% | −7−6.1% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 107 | $41.4K | 0.01% | +61+132.6% | Added |
| Silver Grove Financial Group, Inc. | 106 | $41.0K | 0.02% | +99+1,414.3% | Added |
| Park Place Capital Corp | 106 | $41.0K | 0.01% | −1−0.9% | Reduced |
| ZRC Wealth Management, LLC | 105 | $40.6K | 0.01% | +90+600.0% | Added |
| IAG Wealth Partners, LLC | 104 | $40.2K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 102 | $39.5K | 0.02% | +33+47.8% | Added |
| Gen-Wealth Partners Inc | 102 | $39.4K | 0.01% | +102 | New |
| Lavaca Capital LLC | 100 | $38.7K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 98 | $37.9K | 0.01% | +49+100.0% | Added |
| Truvestments Capital LLC | 98 | $37.9K | 0.01% | +10+11.4% | Added |
| Rialto Wealth Management, LLC | 95 | $36.7K | 0.01% | −5−5.0% | Reduced |
| Trust Co of Toledo NA | 90 | $34.8K | 0.00% | −1−1.1% | Reduced |
| Prestige Wealth Management Group LLC | 89 | $34.5K | 0.01% | −416−82.4% | Reduced |
| Concord Wealth Partners | 87 | $33.6K | 0.00% | +87 | New |
| Walsh & Associates, LLC | 78 | $30.2K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75 | $29.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 75 | $29.0K | 0.01% | 00.0% | Unchanged |
| General Partner, Inc. | 75 | $29.0K | 0.02% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 74 | $28.6K | 0.01% | +17+29.8% | Added |
| Bruce G. Allen Investments, LLC | 74 | $28.6K | 0.02% | +28+60.9% | Added |
| Kilter Group LLC | 72 | $27.8K | 0.01% | +9+14.3% | Added |
| Montag A & Associates Inc | 72 | $27.7K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 71 | $27.5K | 0.01% | +56+373.3% | Added |
| Kozak & Associates, Inc. | 64 | $26.5K | 0.00% | −149−70.0% | Reduced |
| Godsey & Gibb Associates | 66 | $25.4K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 65 | $25.1K | 0.00% | −24−27.0% | Reduced |
| J.Safra Asset Management Corp | 64 | $24.8K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 63 | $24.6K | 0.00% | −9−12.5% | Reduced |
| Register Financial Advisors LLC | 61 | $23.6K | 0.01% | +61 | New |
| Entrust Financial LLC | 60 | $23.2K | 0.02% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 59 | $22.9K | 0.00% | +13+28.3% | Added |
| Princeton Global Asset Management LLC | 58 | $22.5K | 0.00% | +10+20.8% | Added |
| Crews Bank & Trust | 58 | $22.4K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 57 | $22.2K | 0.01% | +57 | New |
| Boyd Watterson Asset Management LLC | 56 | $21.7K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 56 | $21.7K | 0.00% | +35+166.7% | Added |
| Plante Moran Financial Advisors, LLC | 55 | $21.3K | 0.00% | +1+1.9% | Added |
| Piscataqua Savings Bank | 55 | $21.3K | 0.01% | −14−20.3% | Reduced |
| IMG Wealth Management, Inc. | 54 | $20.9K | 0.01% | +15+38.5% | Added |
| Raffa Wealth Management, LLC | 53 | $20.5K | 0.00% | +4+8.2% | Added |
| Richardson Financial Services Inc. | 53 | $20.5K | 0.01% | +4+8.2% | Added |
| Albion Financial Group | 52 | $20.1K | 0.00% | −4−7.1% | Reduced |
| Avion Wealth | 52 | $20.0K | 0.00% | +33+173.7% | Added |
| Vermillion Wealth Management, Inc. | 52 | $20.0K | 0.00% | −7−11.9% | Reduced |
| Bank & Trust Co | 50 | $19.3K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 50 | $19.3K | 0.00% | +1+2.0% | Added |
| Clear Street Markets LLC | 50 | $19.3K | 0.00% | +14+38.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 49 | $18.9K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 49 | $18.9K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 49 | $18.9K | 0.01% | +12+32.4% | Added |
| Noble Wealth Management PBC | 48 | $18.6K | 0.01% | +2+4.3% | Added |
| Kerr Financial Planning Corp | 48 | $18.3K | 0.02% | −2−4.0% | Reduced |
| Private Wealth Management Group, LLC | 47 | $18.2K | 0.00% | −7−13.0% | Reduced |
| Davis Capital Management | 47 | $18.2K | 0.01% | +4+9.3% | Added |
| Delta Asset Management LLC | 45 | $17.4K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 41 | $15.9K | 0.01% | −481−92.1% | Reduced |
| WealthCollab, LLC | 40 | $15.5K | 0.01% | −51−56.0% | Reduced |
| Islay Capital Management, LLC | 40 | $15.5K | 0.01% | −1,933−98.0% | Reduced |
| Kentucky Trust Co | 40 | $15.5K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 39 | $15.1K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 39 | $15.1K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 38 | $14.7K | 0.01% | +38 | New |
| Hughes Financial Services, LLC | 37 | $14.3K | 0.00% | +26+236.4% | Added |
| SIMA Wealth Partners, LLC | 36 | $13.9K | 0.01% | 00.0% | Unchanged |
| Atomic Invest LLC | 34 | $13.3K | 0.00% | +11+47.8% | Added |
| Beaird Harris Wealth Management, LLC | 34 | $13.1K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 33 | $12.8K | 0.00% | +3+10.0% | Added |
| Marquette Asset Management, LLC | 33 | $12.8K | 0.00% | +33 | New |
| Dogwood Wealth Management LLC | 33 | $12.8K | 0.01% | +7+26.9% | Added |
| Arlington Trust Co LLC | 33 | $12.8K | 0.00% | +27+450.0% | Added |
| MTM Investment Management, LLC | 32 | $12.4K | 0.00% | 00.0% | Unchanged |