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; 1,614 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
- 1,614
- +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
- 546 more reduced
20 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 | 1,614 | $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 |
|---|---|---|---|---|---|
| SNS Financial Group, LLC | 5,012 | $1.94M | 0.04% | +5,012 | New |
| DB Fitzpatrick & Co, Inc | 5,006 | $1.94M | 1.56% | −413−7.6% | Reduced |
| Timelo Investment Management Inc. | 5,000 | $1.93M | 2.42% | −2,000−28.6% | Reduced |
| Bamco Inc | 5,000 | $1.93M | 0.00% | +5,000 | New |
| Center for Wealth Management Advisory | 4,993 | $1.93M | 1.21% | −372−6.9% | Reduced |
| Greenleaf Trust | 4,989 | $1.93M | 0.02% | +157+3.2% | Added |
| YHB Investment Advisors, Inc. | 4,981 | $1.93M | 0.12% | −316−6.0% | Reduced |
| Adviser Investments LLC | 4,910 | $1.90M | 0.02% | −130−2.6% | Reduced |
| Goelzer Investment Management, Inc. | 4,877 | $1.89M | 0.08% | −390−7.4% | Reduced |
| Convergence Financial, LLC | 4,868 | $1.88M | 0.15% | +2,435+100.1% | Added |
| Granite Harbor Advisors, Inc. | 4,864 | $1.88M | 0.74% | +46+1.0% | Added |
| New Age Alpha Advisors, LLC | 4,839 | $1.87M | 0.08% | −3,648−43.0% | Reduced |
| Everence Capital Management Inc | 4,820 | $1.86M | 0.10% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,796 | $1.85M | 0.07% | +1,808+60.5% | Added |
| Syon Capital LLC | 4,781 | $1.85M | 0.08% | +512+12.0% | Added |
| Plato Investment Management Ltd | 4,799 | $1.85M | 0.11% | +3,996+497.6% | Added |
| KCM Investment Advisors LLC | 4,752 | $1.84M | 0.05% | −206−4.2% | Reduced |
| Northwest & Ethical Investments L.P. | 4,741 | $1.83M | 0.04% | −4,812−50.4% | Reduced |
| Castleview Partners, LLC | 4,703 | $1.82M | 0.80% | −353−7.0% | Reduced |
| Polianta Ltd | 4,700 | $1.82M | 0.22% | −700−13.0% | Reduced |
| Valeo Financial Advisors, LLC | 4,670 | $1.81M | 0.04% | +389+9.1% | Added |
| Loomis Sayles & Co L P | 4,662 | $1.80M | 0.00% | +160+3.6% | Added |
| FSB Premier Wealth Management, Inc. | 4,601 | $1.78M | 0.50% | −4−0.1% | Reduced |
| Meeder Advisory Services, Inc. | 4,593 | $1.78M | 0.07% | +566+14.1% | Added |
| Palouse Capital Management, Inc. | 4,579 | $1.77M | 1.10% | −914−16.6% | Reduced |
| State of Wyoming | 4,564 | $1.77M | 0.18% | +4,564 | New |
| Blair William & Co | 4,531 | $1.75M | 0.00% | +258+6.0% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 4,516 | $1.75M | 0.01% | +937+26.2% | Added |
| AlphaCore Capital LLC | 4,509 | $1.74M | 0.03% | +472+11.7% | Added |
| Bragg Financial Advisors, Inc | 4,503 | $1.74M | 0.05% | 00.0% | Unchanged |
| Crux Wealth Advisors | 4,498 | $1.74M | 0.60% | −215−4.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,138 | $1.73M | 0.03% | −1,065−20.5% | Reduced |
| Venator Management LLC | 4,480 | $1.73M | 0.39% | −16,105−78.2% | Reduced |
| Coastal Bridge Advisors, LLC | 4,434 | $1.71M | 0.11% | +10.0% | Added |
| Bartlett & Co. Wealth Management LLC | 4,421 | $1.71M | 0.02% | +9+0.2% | Added |
| Quadrant Capital Group LLC | 4,375 | $1.69M | 0.05% | +1,675+62.0% | Added |
| Rehmann Capital Advisory Group | 4,330 | $1.67M | 0.08% | +111+2.6% | Added |
| Vestmark Advisory Solutions, Inc. | 4,325 | $1.67M | 0.02% | +1,116+34.8% | Added |
| Power Wealth Management LLC | 4,315 | $1.67M | 0.57% | −1,243−22.4% | Reduced |
| Burney Co | 4,298 | $1.66M | 0.04% | −20−0.5% | Reduced |
| LMCG Investments, LLC | 4,287 | $1.66M | 0.09% | +46+1.1% | Added |
| Federated Hermes, Inc. | 4,277 | $1.65M | 0.00% | +3,311+342.8% | Added |
| D.A. Davidson & Co. | 4,220 | $1.63M | 0.01% | −261−5.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 4,219 | $1.63M | 0.05% | 00.0% | Unchanged |
| Gabelli Funds LLC | 4,200 | $1.62M | 0.01% | −10−0.2% | Reduced |
| Cary Street Partners Financial LLC | 4,151 | $1.61M | 0.04% | −320−7.2% | Reduced |
| Revisor Wealth Management LLC | 4,130 | $1.60M | 0.38% | +120+3.0% | Added |
| Callan Family Office, LLC | 4,118 | $1.59M | 0.03% | +341+9.0% | Added |
| SBI Okasan Asset Management Co.Ltd. | 4,100 | $1.59M | 0.05% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 4,105 | $1.59M | 0.01% | +352+9.4% | Added |
| Close Asset Management Ltd | 4,086 | $1.58M | 0.04% | −582−12.5% | Reduced |
| Kennedy Capital Management, Inc. | 4,077 | $1.58M | 0.03% | +2,189+115.9% | Added |
| Brighton Jones LLC | 4,060 | $1.57M | 0.03% | +700+20.8% | Added |
| Dark Forest Capital Management LP | 4,027 | $1.56M | 0.10% | +4,027 | New |
| Apollon Wealth Management, LLC | 4,014 | $1.55M | 0.02% | +1,183+41.8% | Added |
| T. Rowe Price Investment Management, Inc. | 4,012 | $1.55M | 0.00% | +4,012 | New |
| Wakefield Asset Management LLLP | 4,000 | $1.55M | 0.35% | 00.0% | Unchanged |
| Triglav Skladi, D.O.O. | 4,000 | $1.55M | 0.08% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 3,978 | $1.54M | 0.02% | −4,644−53.9% | Reduced |
| Cetera Trust Company, N.A | 3,961 | $1.53M | 0.77% | +160+4.2% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 3,960 | $1.53M | 0.10% | +90+2.3% | Added |
| Cape Investment Advisory, Inc. | 3,955 | $1.53M | 0.41% | −510−11.4% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 3,951 | $1.53M | 0.17% | −948−19.4% | Reduced |
| AE Wealth Management LLC | 3,936 | $1.52M | 0.01% | +1,295+49.0% | Added |
| Smith, Moore & Co. | 3,896 | $1.51M | 0.10% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 3,871 | $1.50M | 0.02% | +32+0.8% | Added |
| Advisory Services Network, LLC | 3,869 | $1.50M | 0.02% | −161−4.0% | Reduced |
| Brookstone Capital Management | 3,840 | $1.49M | 0.01% | +620+19.3% | Added |
| Harbour Investments, Inc. | 3,824 | $1.48M | 0.02% | +398+11.6% | Added |
| Kornitzer Capital Management Inc | 3,820 | $1.48M | 0.03% | +290+8.2% | Added |
| Fifth Third Wealth Advisors LLC | 3,818 | $1.48M | 0.04% | −48−1.2% | Reduced |
| Ronald Blue Trust, Inc. | 3,809 | $1.47M | 0.02% | −170−4.3% | Reduced |
| Prelude Capital Management, LLC | 3,809 | $1.47M | 0.11% | +2,039+115.2% | Added |
| Western Wealth Management, LLC | 3,786 | $1.46M | 0.05% | +48+1.3% | Added |
| Sivik Global Healthcare LLC | 5,000 | $1.46M | 1.11% | 00.0% | Unchanged |
| Intrust Bank NA | 3,785 | $1.46M | 0.11% | +499+15.2% | Added |
| Unique Wealth Strategies, LLC | 3,733 | $1.44M | 0.53% | −32−0.8% | Reduced |
| Citizens Financial Group Inc | 3,731 | $1.44M | 0.02% | +850+29.5% | Added |
| Csenge Advisory Group | 3,726 | $1.44M | 0.06% | +648+21.1% | Added |
| Bailard, Inc. | 3,725 | $1.44M | 0.03% | −826−18.1% | Reduced |
| Concurrent Investment Advisors, LLC | 3,725 | $1.44M | 0.01% | −8−0.2% | Reduced |
| James Investment Research Inc | 3,724 | $1.44M | 0.15% | +972+35.3% | Added |
| Bangor Savings Bank | 3,708 | $1.43M | 0.11% | +14+0.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,678 | $1.42M | 0.02% | +1,198+48.3% | Added |
| Hofer & Associates. Inc | 3,668 | $1.42M | 0.69% | −108−2.9% | Reduced |
| Integrated Wealth Concepts LLC | 3,586 | $1.39M | 0.01% | +369+11.5% | Added |
| Atlas Capital Advisors LLC | 3,555 | $1.37M | 0.15% | +52+1.5% | Added |
| Gluskin Sheff & Assoc Inc | 3,553 | $1.37M | 0.21% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 3,547 | $1.37M | 0.04% | +1,975+125.6% | Added |
| Legacy Financial Advisors, Inc. | 3,534 | $1.37M | 0.17% | +37+1.1% | Added |
| TCW Group Inc | 3,520 | $1.36M | 0.01% | −148−4.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,497 | $1.35M | 0.17% | +161+4.8% | Added |
| Integrated Advisors Network LLC | 3,496 | $1.35M | 0.06% | −155−4.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,483 | $1.35M | 0.07% | −17−0.5% | Reduced |
| MONECO Advisors, LLC | 3,478 | $1.34M | 0.08% | +3,478 | New |
| IMA Wealth, Inc. | 3,459 | $1.34M | 0.08% | −71−2.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 3,458 | $1.34M | 0.19% | −620−15.2% | Reduced |
| River Wealth Advisors LLC | 3,439 | $1.33M | 0.14% | −112−3.2% | Reduced |
| Alphadyne Asset Management LP | 3,439 | $1.33M | 0.06% | +3,439 | New |
| RiverFront Investment Group, LLC | 3,437 | $1.33M | 0.02% | +2,536+281.5% | Added |