XLV Institutional Ownership Trend

Institutional ownership trends for HEALTH CARE SELECT SECTOR provide insight into how hedge funds, mutual funds, pension managers, and long-term asset managers have adjusted exposure to the company across multiple SEC Form 13F reporting periods.

Institutional investors tracked by InsiderSet collectively reported approximately $17.73M in XLV holdings for the quarter ended March 31, 2026, compared with approximately $952,175 reported during the prior quarter. The number of tracked institutional holders also increased during the latest reporting period, reflecting continued smart money interest in HEALTH CARE SELECT SECTOR.

This page tracks historical institutional ownership trends for XLV, including:

  • total institutional holders by quarter
  • aggregate reported value
  • estimated live portfolio value
  • ownership concentration changes
  • largest ownership increases and reductions
  • long-term smart money positioning trends

Institutional ownership trend analysis can help investors evaluate accumulation patterns, investor conviction, sector leadership, and portfolio concentration changes across major investment firms investing in HEALTH CARE SELECT SECTOR.

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20263$17,727,213120,914
Q4 20252$952,1756,151
Q3 20253$51,565,932370,525
Q2 20253$42,938,643318,560
Q1 20253$20,693,322141,725
Q4 20243$33,127,131240,802
Q3 20243$28,797,110186,970
Q2 20243$10,707,00573,461
Q1 20243$3,099,947161,743
Q4 20233$5,113,42137,494
Q3 20232$2,134,84916,583
Q2 20233$2,131,885258,519