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 |
|---|---|---|---|---|---|
| McKinney Capital Management, LLC | 3,426 | $1.32M | 0.52% | +3,426 | New |
| Wedmont Private Capital | 3,095 | $1.29M | 0.04% | +1,658+115.4% | Added |
| Fiduciary Alliance LLC | 3,327 | $1.29M | 0.09% | −316−8.7% | Reduced |
| Aaron Wealth Advisors | 3,284 | $1.27M | 0.06% | +580+21.4% | Added |
| Mount Yale Investment Advisors, LLC | 3,275 | $1.27M | 0.02% | +15+0.5% | Added |
| Inkwell Capital LLC | 3,265 | $1.26M | 1.31% | +23+0.7% | Added |
| Moody National Bank Trust Division | 3,241 | $1.25M | 0.10% | +16+0.5% | Added |
| Essex Financial Services, Inc. | 3,228 | $1.25M | 0.06% | −102−3.1% | Reduced |
| Todd Asset Management LLC | 3,182 | $1.23M | 0.02% | 00.0% | Unchanged |
| Apella Capital, LLC | 2,932 | $1.23M | 0.02% | +75+2.6% | Added |
| Stock Yards Bank & Trust Co | 3,163 | $1.22M | 0.04% | +111+3.6% | Added |
| Sendero Wealth Management, LLC | 3,160 | $1.22M | 0.12% | +371+13.3% | Added |
| Bokf, NA | 3,148 | $1.22M | 0.02% | +8+0.3% | Added |
| Clearbridge Investments, LLC | 3,146 | $1.22M | 0.00% | −25−0.8% | Reduced |
| Signaturefd, LLC | 3,140 | $1.21M | 0.02% | +1,022+48.3% | Added |
| Knollwood Investment Advisory, LLC | 3,137 | $1.21M | 0.11% | 00.0% | Unchanged |
| Axq Capital, LP | 3,135 | $1.21M | 0.13% | −552−15.0% | Reduced |
| Sentry LLC | 3,124 | $1.21M | 0.34% | +30+1.0% | Added |
| denkapparat Operations GmbH | 3,108 | $1.20M | 0.39% | +1,362+78.0% | Added |
| Maia Wealth LLC | 3,085 | $1.19M | 0.18% | −1,018−24.8% | Reduced |
| Wealth Architects, LLC | 3,076 | $1.19M | 0.09% | +17+0.6% | Added |
| Grove Bank & Trust | 3,068 | $1.19M | 0.12% | −526−14.6% | Reduced |
| Snowden Capital Advisors LLC | 3,042 | $1.18M | 0.03% | +579+23.5% | Added |
| Greenfield Savings Bank | 3,011 | $1.16M | 0.44% | −29−1.0% | Reduced |
| Sava Infond d.o.o. | 3,010 | $1.16M | 0.08% | −7,350−70.9% | Reduced |
| Redwood Investment Management, LLC | 3,007 | $1.16M | 0.12% | +3,007 | New |
| Smartleaf Asset Management LLC | 2,988 | $1.16M | 0.04% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 2,997 | $1.16M | 0.07% | +206+7.4% | Added |
| Merrion Investment Management Co, LLC | 2,975 | $1.15M | 0.54% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 2,972 | $1.15M | 0.08% | −284−8.7% | Reduced |
| Gateway Wealth Partners, LLC | 2,966 | $1.15M | 0.07% | +1,655+126.2% | Added |
| Accurate Wealth Management, LLC | 2,745 | $1.14M | 0.11% | +1,946+243.6% | Added |
| Peoples Bank | 2,947 | $1.14M | 1.11% | −50−1.7% | Reduced |
| Qsemble Capital Management, LP | 2,934 | $1.13M | 0.15% | −7,080−70.7% | Reduced |
| Xxi Wealth, LLC | 2,925 | $1.13M | 0.52% | −17−0.6% | Reduced |
| Friedenthal Financial | 2,916 | $1.13M | 0.52% | +2,916 | New |
| Eagle Global Advisors LLC | 2,905 | $1.12M | 0.04% | +525+22.1% | Added |
| Leavell Investment Management, Inc. | 2,901 | $1.12M | 0.04% | −13−0.4% | Reduced |
| Stratos Wealth Partners, LTD. | 2,896 | $1.12M | 0.01% | −245−7.8% | Reduced |
| Independent Advisor Alliance | 2,885 | $1.12M | 0.03% | +17+0.6% | Added |
| IPG Investment Advisors LLC | 2,848 | $1.10M | 0.16% | −996−25.9% | Reduced |
| Cypress Advisory Group LLC | 2,830 | $1.09M | 0.85% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 2,802 | $1.08M | 0.01% | −941−25.1% | Reduced |
| Two Sigma Securities, LLC | 2,796 | $1.08M | 0.09% | +1,429+104.5% | Added |
| Solidarilty Wealth, LLC | 2,786 | $1.08M | 0.19% | +1,799+182.3% | Added |
| Aviso Financial Inc. | 2,757 | $1.07M | 0.04% | −1,403−33.7% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 2,754 | $1.07M | 0.03% | +24+0.9% | Added |
| Tevis Investment Management | 2,753 | $1.06M | 0.58% | +2,753 | New |
| Robertson Stephens Wealth Management, LLC | 2,739 | $1.06M | 0.03% | 00.0% | Unchanged |
| Larry Mathis Financial Planning, LLC | 2,733 | $1.06M | 0.81% | −57−2.0% | Reduced |
| Pinnacle Associates Ltd | 2,721 | $1.05M | 0.01% | −590−17.8% | Reduced |
| TCG Advisory Services, LLC | 2,717 | $1.05M | 0.02% | +563+26.1% | Added |
| Parallel Advisors, LLC | 2,711 | $1.05M | 0.02% | +463+20.6% | Added |
| Institute for Wealth Management, LLC. | 2,709 | $1.05M | 0.09% | −14−0.5% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 2,686 | $1.04M | 0.09% | −459−14.6% | Reduced |
| Meriwether Wealth & Planning, LLC | 2,679 | $1.04M | 0.51% | −183−6.4% | Reduced |
| Sowell Financial Services LLC | 2,643 | $1.02M | 0.03% | +112+4.4% | Added |
| Pure Financial Advisors, Inc. | 2,625 | $1.02M | 0.01% | +160+6.5% | Added |
| Financial Security Advisor, Inc. | 2,616 | $1.01M | 0.16% | +8+0.3% | Added |
| Weiss Asset Management LP | 2,603 | $1.01M | 0.01% | −50,068−95.1% | Reduced |
| Bedel Financial Consulting, Inc. | 2,603 | $1.01M | 0.10% | −5−0.2% | Reduced |
| PKO Investment Management Joint-Stock Co | 2,600 | $1.01M | 0.07% | −200−7.1% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 2,600 | $1.01M | 0.05% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 2,590 | $1.00M | 0.15% | +2,590 | New |
| DoubleLine ETF Adviser LP | 2,579 | $997.4K | 0.41% | −339−11.6% | Reduced |
| Frec Markets, Inc. | 2,570 | $993.9K | 0.09% | +1,658+181.8% | Added |
| Wealthcare Advisory Partners LLC | 2,561 | $990.4K | 0.02% | −113−4.2% | Reduced |
| Principle Wealth Partners LLC | 2,555 | $988.1K | 0.05% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,537 | $981.1K | 0.07% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 2,531 | $978.8K | 0.00% | −191−7.0% | Reduced |
| Stoneridge Investment Partners LLC | 2,581 | $970.0K | 0.64% | +2,581 | New |
| Searle & Co. | 2,506 | $969.1K | 0.22% | +150+6.4% | Added |
| Trust Asset Management LLC | 2,490 | $963.0K | 0.06% | −94−3.6% | Reduced |
| Quantbot Technologies LP | 2,461 | $951.7K | 0.04% | +2,461 | New |
| Joel Isaacson & Co., LLC | 2,458 | $950.6K | 0.03% | 00.0% | Unchanged |
| Hound Partners, LLC | 2,453 | $948.6K | 0.11% | −1,482−37.7% | Reduced |
| Ritter Daniher Financial Advisory LLC | 2,453 | $948.6K | 0.14% | −248−9.2% | Reduced |
| SPWM Advisors LLC | 2,525 | $942.0K | 0.87% | −807−24.2% | Reduced |
| Malaga Cove Capital, LLC | 2,433 | $940.9K | 0.30% | −371−13.2% | Reduced |
| Ritholtz Wealth Management | 2,430 | $939.7K | 0.01% | +266+12.3% | Added |
| Evergreen Capital Management LLC | 2,426 | $938.2K | 0.02% | +1,305+116.4% | Added |
| Profund Advisors LLC | 2,419 | $935.5K | 0.03% | −48−1.9% | Reduced |
| Chicago Capital, LLC | 2,419 | $935.5K | 0.02% | −8−0.3% | Reduced |
| Michels Family Financial, LLC | 2,413 | $933.3K | 0.60% | −5−0.2% | Reduced |
| Chicago Partners Investment Group LLC | 2,445 | $927.4K | 0.02% | +607+33.0% | Added |
| Trueblood Wealth Management, LLC | 2,397 | $926.9K | 0.32% | +15+0.6% | Added |
| Axecap Investments, LLC | 2,396 | $926.6K | 0.51% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 2,395 | $926.4K | 0.01% | +1,010+72.9% | Added |
| Mutual Advisors, LLC | 2,382 | $921.1K | 0.02% | +4+0.2% | Added |
| Wedbush Securities Inc | 2,379 | $920.0K | 0.02% | +47+2.0% | Added |
| Daymark Wealth Partners, LLC | 2,375 | $918.5K | 0.02% | +1,621+215.0% | Added |
| Barlow Wealth Partners, Inc. | 2,205 | $917.5K | 0.10% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 2,366 | $915.3K | 0.01% | +273+13.0% | Added |
| Octavia Wealth Advisors, LLC | 2,360 | $912.7K | 0.08% | −548−18.8% | Reduced |
| Heritage Wealth Advisors | 2,347 | $907.7K | 0.03% | −96−3.9% | Reduced |
| Change Path, LLC | 2,343 | $906.2K | 0.02% | +667+39.8% | Added |
| Asset Dedication, LLC | 2,340 | $904.9K | 0.06% | −57−2.4% | Reduced |
| Modern Wealth Management, LLC | 2,320 | $897.0K | 0.01% | +268+13.1% | Added |
| Intellectus Partners, LLC | 2,301 | $889.8K | 0.15% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,270 | $877.9K | 0.07% | +355+18.5% | Added |