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 |
|---|---|---|---|---|---|
| Tobam | 2,247 | $869.0K | 0.21% | −1,483−39.8% | Reduced |
| Frisch Financial Group, Inc. | 2,229 | $862.2K | 0.15% | +329+17.3% | Added |
| Sigma Planning Corp | 2,225 | $860.7K | 0.02% | +672+43.3% | Added |
| Tower Research Capital LLC (TRC) | 2,211 | $855.1K | 0.02% | −198−8.2% | Reduced |
| Shelton Capital Management | 2,194 | $848.5K | 0.02% | −48−2.1% | Reduced |
| Quantitative Investment Management, LLC | 2,184 | $844.0K | 0.09% | +1,038+90.6% | Added |
| Caitong International Asset Management Co., Ltd | 2,174 | $840.8K | 0.12% | +1,713+371.6% | Added |
| Diversify Wealth Management, LLC | 2,198 | $831.5K | 0.01% | −329−13.0% | Reduced |
| Diversify Advisory Services, LLC | 2,198 | $831.5K | 0.01% | +434+24.6% | Added |
| Checchi Capital Advisers, LLC | 2,149 | $831.1K | 0.05% | −45−2.1% | Reduced |
| Kestra Investment Management, LLC | 2,144 | $829.1K | 0.02% | +2,144 | New |
| Fiduciary Trust Co | 2,140 | $827.6K | 0.01% | −89−4.0% | Reduced |
| Equitable Trust Co | 2,123 | $821.0K | 0.03% | +64+3.1% | Added |
| Souders Financial Advisors | 2,120 | $820.0K | 0.08% | +96+4.7% | Added |
| Dynamic Technology Lab Private Ltd | 2,120 | $820.0K | 0.18% | +2,120 | New |
| Foundations Investment Advisors, LLC | 2,093 | $809.3K | 0.01% | −322−13.3% | Reduced |
| Keystone Financial Services | 2,092 | $809.1K | 0.21% | +61+3.0% | Added |
| Sagespring Wealth Partners, LLC | 2,082 | $805.1K | 0.01% | +964+86.2% | Added |
| Tranquilli Financial Advisor LLC | 2,081 | $804.8K | 0.43% | +26+1.3% | Added |
| Acropolis Investment Management, LLC | 2,079 | $804.1K | 0.03% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 2,074 | $801.9K | 0.15% | +8+0.4% | Added |
| Perigon Wealth Management, LLC | 2,060 | $796.8K | 0.01% | +918+80.4% | Added |
| Oak Associates, Ltd | 2,054 | $794.3K | 0.04% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,052 | $794.0K | 0.01% | +555+37.1% | Added |
| Indivisible Partners | 2,052 | $793.5K | 0.04% | +214+11.6% | Added |
| Signature Estate & Investment Advisors LLC | 2,049 | $793.3K | 0.01% | −35−1.7% | Reduced |
| Cigna Investments Inc | 2,052 | $793.0K | 0.10% | −54−2.6% | Reduced |
| Croban | 2,048 | $792.0K | 0.35% | +2,048 | New |
| RFG Advisory, LLC | 2,046 | $791.1K | 0.01% | +81+4.1% | Added |
| Stevens Capital Management LP | 2,041 | $789.0K | 0.19% | +2,041 | New |
| Winton Group Ltd | 2,040 | $788.9K | 0.03% | +2,040 | New |
| Miracle Mile Advisors, LLC | 2,026 | $783.7K | 0.01% | +560+38.2% | Added |
| Bank of Nova Scotia Trust Co | 2,004 | $775.0K | 0.06% | +1,211+152.7% | Added |
| Allworth Financial LP | 2,002 | $774.2K | 0.00% | +463+30.1% | Added |
| Garrison Point Advisors, LLC | 2,000 | $773.5K | 0.31% | 00.0% | Unchanged |
| Corient IA LLC | 2,000 | $773.5K | 0.71% | +2,000 | New |
| Lifeworks Advisors, LLC | 1,978 | $765.0K | 0.08% | +66+3.5% | Added |
| Verus Financial Partners, Inc. | 1,977 | $764.4K | 0.07% | −148−7.0% | Reduced |
| PDS Planning, Inc | 1,973 | $763.0K | 0.04% | +172+9.6% | Added |
| Bryn Mawr Trust Co | 1,963 | $759.2K | 0.02% | +117+6.3% | Added |
| Sapient Capital LLC | 1,958 | $757.2K | 0.01% | −654−25.0% | Reduced |
| CSS LLC | 1,931 | $746.8K | 0.03% | −1,340−41.0% | Reduced |
| Terry L. Blaker | 1,914 | $740.2K | 0.03% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 1,914 | $740.1K | 0.02% | +947+97.9% | Added |
| Wesbanco Bank Inc | 1,901 | $735.2K | 0.02% | +706+59.1% | Added |
| Savvy Advisors, Inc. | 1,892 | $731.9K | 0.02% | +879+86.8% | Added |
| Fox Run Management, L.L.C. | 1,892 | $731.7K | 0.12% | +782+70.5% | Added |
| Field & Main Bank | 1,883 | $728.2K | 0.15% | +25+1.3% | Added |
| Roberts Glore & Co Inc | 1,879 | $726.7K | 0.18% | −180−8.7% | Reduced |
| EntryPoint Capital, LLC | 1,876 | $725.5K | 0.18% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,863 | $720.5K | 0.02% | −126−6.3% | Reduced |
| AlphaGrep UK Ltd | 1,861 | $719.7K | 0.22% | −113−5.7% | Reduced |
| Northern Financial Advisors Inc | 1,855 | $717.4K | 0.47% | −22−1.2% | Reduced |
| Axiom Investment Management LLC | 1,853 | $716.6K | 0.48% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1,853 | $716.6K | 0.03% | +3+0.2% | Added |
| Naples Global Advisors, LLC | 1,850 | $715.5K | 0.04% | 00.0% | Unchanged |
| Ascent Group, LLC | 1,843 | $712.8K | 0.02% | +365+24.7% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,831 | $708.2K | 0.04% | +1,024+126.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,820 | $703.8K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,818 | $703.1K | 0.01% | +377+26.2% | Added |
| Aigen Investment Management, LP | 1,816 | $702.3K | 0.19% | −11,167−86.0% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 1,813 | $701.1K | 0.02% | +1,813 | New |
| Fortress Private Ledger, LLC | 1,813 | $701.0K | 0.19% | +157+9.5% | Added |
| Atomi Financial Group, Inc. | 1,811 | $700.2K | 0.02% | +939+107.7% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 1,800 | $696.1K | 0.28% | +600+50.0% | Added |
| Cypress Wealth Services, LLC | 1,792 | $692.9K | 0.09% | −134−7.0% | Reduced |
| Burns Matteson Capital Management, LLC | 1,785 | $690.3K | 0.22% | +117+7.0% | Added |
| Regions Financial Corp | 1,781 | $688.8K | 0.00% | +241+15.6% | Added |
| H&H Retirement Design & Management INC | 1,823 | $685.3K | 0.32% | +22+1.2% | Added |
| Larson Financial Group LLC | 1,765 | $682.5K | 0.02% | +647+57.9% | Added |
| Picton Mahoney Asset Management | 1,761 | $681.0K | 0.01% | +1,759+87,950.0% | Added |
| Inceptionr LLC | 1,748 | $676.0K | 0.17% | +1,748 | New |
| Aso Group Ltd | 1,748 | $676.0K | 0.29% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 1,747 | $675.6K | 0.01% | +58+3.4% | Added |
| 111 Capital | 1,745 | $674.8K | 0.12% | +847+94.3% | Added |
| Brogan Financial, Inc. | 1,741 | $673.3K | 0.27% | +37+2.2% | Added |
| Taylor Financial Group, Inc. | 1,740 | $672.9K | 0.37% | 00.0% | Unchanged |
| Van Diest Capital, LLC | 1,733 | $670.2K | 0.60% | −2,655−60.5% | Reduced |
| Founders Grove Wealth Partners, LLC | 1,722 | $665.9K | 0.13% | +91+5.6% | Added |
| Busey Wealth Management | 1,718 | $664.4K | 0.02% | −13−0.8% | Reduced |
| InvesTrust | 1,716 | $663.6K | 0.26% | 00.0% | Unchanged |
| Krilogy Financial LLC | 1,715 | $663.2K | 0.02% | +420+32.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,696 | $655.7K | 0.02% | −200−10.5% | Reduced |
| Detalus Advisors, LLC | 1,694 | $655.0K | 0.13% | +1+0.1% | Added |
| PFG Investments, LLC | 1,685 | $651.6K | 0.03% | +297+21.4% | Added |
| Ballentine Partners, LLC | 1,679 | $649.0K | 0.01% | +651+63.3% | Added |
| Ameritas Advisory Services, LLC | 1,678 | $649.0K | 0.01% | +436+35.1% | Added |
| Systematic Financial Management LP | 1,665 | $643.9K | 0.01% | −25−1.5% | Reduced |
| Norden Group LLC | 1,662 | $642.8K | 0.05% | +1,662 | New |
| Ruggaard & Associates LLC | 1,644 | $635.8K | 0.23% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 1,639 | $633.9K | 0.09% | +1,639 | New |
| Avise Financial Cooperative, Inc. | 1,633 | $631.5K | 0.45% | +297+22.2% | Added |
| Fidelis Capital Partners, LLC | 1,627 | $629.2K | 0.04% | +89+5.8% | Added |
| Insight Inv LLC | 1,618 | $625.7K | 0.29% | −509−23.9% | Reduced |
| Fisher Asset Management, LLC | 1,611 | $623.3K | 0.00% | −235−12.7% | Reduced |
| Keystone Financial Group | 1,612 | $623.3K | 0.04% | −12−0.7% | Reduced |
| Barden Capital Management, Inc. | 1,609 | $622.2K | 0.57% | −607−27.4% | Reduced |
| CVFG LLC | 1,603 | $619.9K | 0.07% | −9−0.6% | Reduced |
| Avantra Family Wealth, Inc. | 1,602 | $619.5K | 0.40% | +99+6.6% | Added |
| AdvisorShares Investments LLC | 1,600 | $618.8K | 0.07% | 00.0% | Unchanged |