HEALTH CARE SELECT SECTOR (XLV) Institutional Shareholders
HEALTH CARE SELECT SECTOR (XLV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $33.78B in XLV holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of XLV tracked by InsiderSet, reporting ownership valued at approximately $5.12B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $5.42B, representing an estimated gain of +5.74% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed XLV value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Peakshares Llc, Jpmorgan Chase & Co, and several other long-term asset managers with concentrated positions in HEALTH CARE SELECT SECTOR (XLV).
This page ranks the largest institutional XLV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,823
Total Reported Value
$33.78B
Largest Holder
Bank Of America Corp
Largest Position
$5.12B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.33% | 32,283,419 | $5,122,087,253 | $5,416,189,206 | +$294,101,953 | +5.74% | |
| Peakshares Llc | 3.36% | 28,491 | $4,520,382,000 | $4,779,935 | -$4,515,602,065 | -99.89% | |
| Jpmorgan Chase & Co | 0.12% | 13,036,140 | $2,095,429,566 | $2,187,073,208 | +$91,643,642 | +4.37% | |
| Morgan Stanley | 0.10% | 11,713,248 | $1,858,424,405 | $1,965,131,617 | +$106,707,212 | +5.74% | |
| Goldman Sachs Group Inc | 0.13% | 7,613,797 | $1,208,004,994 | $1,277,366,723 | +$69,361,729 | +5.74% | |
| Wells Fargo & Company/Mn | 0.19% | 6,778,028 | $1,075,402,006 | $1,137,149,758 | +$61,747,752 | +5.74% | |
| Lpl Financial Llc | 0.21% | 5,862,907 | $930,208,747 | $983,619,907 | +$53,411,160 | +5.74% | |
| Ubs Group Ag | 0.13% | 5,138,311 | $815,244,423 | $862,054,436 | +$46,810,013 | +5.74% | |
| Raymond James Financial Inc | 0.21% | 4,974,409 | $789,239,747 | $834,556,598 | +$45,316,851 | +5.74% | |
| Envestnet Asset Management Inc | 0.16% | 4,241,978 | $673,032,249 | $711,676,649 | +$38,644,400 | +5.74% | |
| Harel Insurance Investments & Financial Services Ltd. | 2.80% | 3,634,449 | $576,631,000 | $609,751,509 | +$33,120,509 | +5.74% | |
| Royal Bank Of Canada | 0.08% | 3,122,016 | $495,340,000 | $523,780,624 | +$28,440,624 | +5.74% | |
| Focus Partners Wealth | 0.49% | 3,016,769 | $478,641,077 | $506,123,335 | +$27,482,258 | +5.74% | |
| Barclays Plc | 0.14% | 2,697,716 | $428,019,621 | $452,595,813 | +$24,576,192 | +5.74% | |
| Ameriprise Financial Inc | 0.09% | 2,654,030 | $421,270,348 | $445,266,613 | +$23,996,265 | +5.70% | |
| Truist Financial Corp | 0.45% | 2,371,350 | $376,238,430 | $397,841,390 | +$21,602,960 | +5.74% | |
| Janney Montgomery Scott Llc | 0.71% | 2,319,229 | $367,969,000 | $389,097,049 | +$21,128,049 | +5.74% | |
| Westend Advisors, Llc | 6.90% | 1,949,867 | $309,370,871 | $327,129,187 | +$17,758,316 | +5.74% | |
| Caisse De Depot Et Placement Du Quebec | 0.38% | 1,693,225 | $268,647,079 | $284,072,358 | +$15,425,279 | +5.74% | |
| Menora Mivtachim Holdings Ltd. | 1.03% | 1,669,613 | $264,900,799 | $280,110,973 | +$15,210,174 | +5.74% | |
| Osaic Holdings, Inc. | 0.27% | 1,465,522 | $232,612,921 | $245,870,626 | +$13,257,705 | +5.70% | |
| Jordan Park Group Llc | 11.39% | 1,415,160 | $224,529,257 | $237,421,393 | +$12,892,136 | +5.74% | |
| Meitav Investment House Ltd | 1.30% | 1,219,207 | $193,439,274 | $204,546,358 | +$11,107,084 | +5.74% | |
| Pgim Custom Harvest Llc | 2.28% | 1,148,086 | $182,155,377 | $192,614,388 | +$10,459,011 | +5.74% | |
| Citigroup Inc | 0.08% | 1,105,268 | $175,361,866 | $185,430,812 | +$10,068,946 | +5.74% | |
| Migdal Insurance & Financial Holdings Ltd. | 1.05% | 1,033,549 | $163,982,884 | $173,398,516 | +$9,415,632 | +5.74% | |
| Phoenix Financial Ltd. | 1.09% | 1,004,740 | $159,410,798 | $168,565,230 | +$9,154,432 | +5.74% | |
| Charles Schwab Investment Management Inc | 0.02% | 999,240 | $158,539,418 | $167,642,495 | +$9,103,077 | +5.74% | |
| Tudor Investment Corp Et Al | 0.64% | 983,436 | $156,031,956 | $164,991,058 | +$8,959,102 | +5.74% | |
| Jain Global Llc | 1.70% | 910,460 | $144,453,584 | $152,747,874 | +$8,294,290 | +5.74% | |
| Cetera Investment Advisers | 0.12% | 819,649 | $130,045,532 | $137,512,513 | +$7,466,981 | +5.74% | |
| Bank Of Nova Scotia | 0.19% | 796,960 | $126,447,437 | $133,705,979 | +$7,258,542 | +5.74% | |
| Nissay Asset Management Corp /Japan | 0.50% | 750,640 | $119,096,542 | $125,934,873 | +$6,838,331 | +5.74% | |
| Agf Management Ltd | 0.45% | 722,959 | $114,704,642 | $121,290,831 | +$6,586,189 | +5.74% | |
| Stifel Financial Corp | 0.09% | 713,602 | $113,225,006 | $119,721,008 | +$6,496,002 | +5.74% | |
| Victory Capital Management Inc | 0.06% | 694,506 | $110,190,233 | $116,517,272 | +$6,327,039 | +5.74% | |
| Neuberger Berman Group Llc | 0.07% | 686,781 | $108,964,673 | $115,221,248 | +$6,256,575 | +5.74% | |
| Bnp Paribas Financial Markets | 0.05% | 640,098 | $101,557,949 | $107,389,241 | +$5,831,292 | +5.74% | |
| Renaissance Technologies LLC | Jim Simons | 0.14% | 628,300 | $99,686,078 | $105,409,891 | +$5,723,813 | +5.74% |
| Rockefeller Capital Management L.P. | 0.15% | 618,590 | $98,145,875 | $103,780,844 | +$5,634,969 | +5.74% | |
| Blackrock, Inc. | 0.00% | 581,605 | $92,277,347 | $97,575,871 | +$5,298,524 | +5.74% | |
| Nwi Management Lp | 5.73% | 565,000 | $89,643,000 | $94,790,050 | +$5,147,050 | +5.74% | |
| Two Sigma Investments, Lp | 0.07% | 562,031 | $89,171,838 | $94,291,941 | +$5,120,103 | +5.74% | |
| Srb Corp | 4.75% | 556,818 | $88,344,744 | $93,417,356 | +$5,072,612 | +5.74% | |
| Riverfront Investment Group, Llc | 1.10% | 526,676 | $83,562,478 | $88,360,433 | +$4,797,955 | +5.74% | |
| Citadel Advisors Llc | 0.05% | 515,327 | $81,761,782 | $86,456,411 | +$4,694,629 | +5.74% | |
| Northern Trust Corp | 0.01% | 485,006 | $76,951,052 | $81,369,457 | +$4,418,405 | +5.74% | |
| Greenwood Gearhart Llc | 3.54% | 479,226 | $76,033,993 | $80,399,746 | +$4,365,753 | +5.74% | |
| Conservest Capital Advisors, Inc. | 5.91% | 468,151 | $74,276,897 | $78,541,693 | +$4,264,796 | +5.74% | |
| J.Safra Asset Management Corp | 3.32% | 454,218 | $72,066,204 | $76,204,154 | +$4,137,950 | +5.74% |
Frequently asked questions about XLV
-
Who owns the most XLV stock?
The largest holders of XLV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for HEALTH CARE SELECT SECTOR (XLV).
-
Is XLV widely held by superinvestors?
Many widely followed stocks like XLV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XLV is represented among the institutional managers we track.
-
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.