Stocklore

Elevance Health, Inc. (ELV)

Biotech & Health · US stock

What changed in recent filings

  • Institutions — 5 new · 1 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Elevance Health, Inc.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 8
2019 Q1 · 82019 Q2 · 52019 Q3 · 62019 Q4 · 62020 Q1 · 62020 Q2 · 52020 Q3 · 62020 Q4 · 72021 Q1 · 52021 Q2 · 62021 Q3 · 72021 Q4 · 52022 Q1 · 82022 Q2 · 52022 Q3 · 62022 Q4 · 62023 Q1 · 82023 Q2 · 72023 Q3 · 62023 Q4 · 62024 Q1 · 52024 Q2 · 62024 Q3 · 52024 Q4 · 52025 Q1 · 62025 Q2 · 52025 Q3 · 62025 Q4 · 42026 Q1 · 52026 Q2 · 8
19 Q122 Q326 Q2

2019 Q1: 8 → 2026 Q2: 8 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Elevance Health, Inc.

Institutions we track that reported holding this stock in their most recent 13F.

  • Baillie Gifford & Co0.38% of portfolio · held as of 2019 Q1 or earlier
  • Dodge & Coxunder 0.01% of portfolio · held as of 2019 Q1 or earlier
  • Baupost Group9.11% of portfolio · since 2025 Q1
  • Glenview Capital ManagementNew this quarter0.47% of portfolio · since 2026 Q2
  • National Pension Service (Korea)0.15% of portfolio · held as of 2026 Q2 or earlier
  • Harris Associates (Oakmark)2.53% of portfolio · held as of 2026 Q2 or earlier
  • Pzena Investment Management0.25% of portfolio · held as of 2026 Q2 or earlier
  • Caisse de depot (Quebec)0.13% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

Elevance Health (formerly Anthem). A large US health-insurance company. It holds over 40 million members via the Blue Cross Blue Shield network.

What is the Biotech & Health sector?

Pharma, biotech, and medical devices. Driven by trial-result events.

Elevance Health, Inc. is classified under the Biotech & Health sector. See peers below.

Elevance Health, Inc. key financials

Based on SEC filings · as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

Elevance Health, Inc. vs Biotech & Health sector benchmark

Median of 35 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
6.3%vs benchmark 8.4%↓ below
Operating margin
3.5%vs benchmark 20.1%↓ below
Net margin
2.5%vs benchmark 15.0%↓ below
ROE
12.9%vs benchmark 14.3%↓ below

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

ETFs holding Elevance Health, Inc.

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLVState Street(R) Health Care Select Sector SPDR(R) ETF
1.46%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
0.34%
VTVVANGUARD VALUE INDEX FUND
0.31%
RSPInvesco S&P 500 Equal Weight ETF
0.25%
SPY
0.13%
IVViShares Core S&P 500 ETF
0.13%
VOOVANGUARD 500 INDEX FUND
0.12%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.11%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.11%

ELV on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Biotech & Health average
See full ELV analysis →

Peers · Biotech & Health

ELV FAQ

What is Elevance Health, Inc. (ELV)?

Elevance Health (formerly Anthem). A large US health-insurance company. It holds over 40 million members via the Blue Cross Blue Shield network.

What sector is Elevance Health, Inc. in?

Elevance Health, Inc. is classified under Biotech & Health. Pharma, biotech, and medical devices. Driven by trial-result events.

What are Elevance Health, Inc.'s key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 6.3%, Operating margin 3.5%, Net margin 2.5%, ROE 12.9%, Debt-to-equity 0.69x. Definitions and interpretation are available on Stocklore.

Where can I analyze Elevance Health, Inc. (ELV) stock?

On Stocklore you can see ELV's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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