XLV Institutional Ownership & Shareholders
HEALTH CARE SELECT SECTOR (XLV) is currently held by 1,904 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $33.63B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $5.97B, representing an estimated gain of +16.52% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% 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
1,904
Total Reported Value
$33.63B
Largest Holder
Bank Of America Corp
Largest Position
$5.12B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
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 | $5,968,235,671 | +$846,148,418 | +16.52% | |
| Peakshares Llc | 3.36% | 28,491 | $4,520,382,000 | $5,267,131 | -$4,515,114,869 | -99.88% | |
| Jpmorgan Chase & Co | 0.12% | 13,036,140 | $2,095,429,566 | $2,409,991,202 | +$314,561,636 | +15.01% | |
| Morgan Stanley | 0.10% | 11,713,248 | $1,858,424,405 | $2,165,428,158 | +$307,003,753 | +16.52% | |
| Goldman Sachs Group Inc | 0.13% | 7,613,797 | $1,208,004,994 | $1,407,562,651 | +$199,557,657 | +16.52% | |
| Wells Fargo & Company/Mn | 0.19% | 6,778,028 | $1,075,402,006 | $1,253,054,036 | +$177,652,030 | +16.52% | |
| Lpl Financial Llc | 0.21% | 5,862,907 | $930,208,747 | $1,083,875,617 | +$153,666,870 | +16.52% | |
| Ubs Group Ag | 0.13% | 5,138,311 | $815,244,423 | $949,919,555 | +$134,675,132 | +16.52% | |
| Raymond James Financial Inc | 0.21% | 4,974,409 | $789,239,747 | $919,618,992 | +$130,379,245 | +16.52% | |
| Envestnet Asset Management Inc | 0.16% | 4,241,978 | $673,032,249 | $784,214,473 | +$111,182,224 | +16.52% | |
| Royal Bank Of Canada | 0.08% | 3,122,016 | $495,340,000 | $577,167,098 | +$81,827,098 | +16.52% | |
| Focus Partners Wealth | 0.49% | 3,016,769 | $478,641,077 | $557,710,085 | +$79,069,008 | +16.52% | |
| Barclays Plc | 0.14% | 2,697,716 | $428,019,621 | $498,726,757 | +$70,707,136 | +16.52% | |
| Ameriprise Financial Inc | 0.09% | 2,654,030 | $421,270,348 | $490,650,526 | +$69,380,178 | +16.47% | |
| Truist Financial Corp | 0.45% | 2,247,407 | $378,508,245 | $415,478,132 | +$36,969,887 | +9.77% | |
| Janney Montgomery Scott Llc | 0.71% | 2,319,229 | $367,969,000 | $428,755,865 | +$60,786,865 | +16.52% | |
| Westend Advisors, Llc | 6.50% | 1,748,924 | $294,559,303 | $323,323,580 | +$28,764,277 | +9.77% | |
| Caisse De Depot Et Placement Du Quebec | 0.38% | 1,693,225 | $268,647,079 | $313,026,506 | +$44,379,427 | +16.52% | |
| Menora Mivtachim Holdings Ltd. | 1.03% | 1,669,613 | $264,900,799 | $308,661,355 | +$43,760,556 | +16.52% | |
| Osaic Holdings, Inc. | 0.27% | 1,465,522 | $232,612,921 | $270,931,052 | +$38,318,131 | +16.47% | |
| Jordan Park Group Llc | 11.39% | 1,415,160 | $224,529,257 | $261,620,629 | +$37,091,372 | +16.52% | |
| Meitav Investment House Ltd | 1.41% | 1,298,480 | $218,684,249 | $240,049,998 | +$21,365,749 | +9.77% | |
| Pgim Custom Harvest Llc | 2.28% | 1,148,086 | $182,155,377 | $212,246,659 | +$30,091,282 | +16.52% | |
| Citigroup Inc | 0.08% | 1,105,268 | $175,361,866 | $204,330,895 | +$28,969,029 | +16.52% | |
| Migdal Insurance & Financial Holdings Ltd. | 1.05% | 1,033,549 | $163,982,884 | $191,072,204 | +$27,089,320 | +16.52% | |
| Phoenix Financial Ltd. | 1.09% | 1,004,740 | $159,410,798 | $185,746,284 | +$26,335,486 | +16.52% | |
| Charles Schwab Investment Management Inc | 0.02% | 999,240 | $158,539,418 | $184,729,499 | +$26,190,081 | +16.52% | |
| Tudor Investment Corp Et Al | 0.64% | 983,436 | $156,031,956 | $181,807,813 | +$25,775,857 | +16.52% | |
| Jain Global Llc | 1.70% | 910,460 | $144,453,584 | $168,316,740 | +$23,863,156 | +16.52% | |
| Cetera Investment Advisers | 0.12% | 819,649 | $130,045,532 | $151,528,511 | +$21,482,979 | +16.52% | |
| Bank Of Nova Scotia | 0.19% | 796,960 | $126,447,437 | $147,333,995 | +$20,886,558 | +16.52% | |
| Neuberger Berman Group Llc | 0.09% | 779,946 | $120,735,641 | $144,188,617 | +$23,452,976 | +19.43% | |
| Nissay Asset Management Corp /Japan | 0.50% | 750,640 | $119,096,542 | $138,770,817 | +$19,674,275 | +16.52% | |
| Agf Management Ltd | 0.45% | 722,959 | $114,704,642 | $133,653,430 | +$18,948,788 | +16.52% | |
| Stifel Financial Corp | 0.09% | 713,602 | $113,225,006 | $131,923,602 | +$18,698,596 | +16.51% | |
| Victory Capital Management Inc | 0.06% | 694,506 | $110,190,233 | $128,393,324 | +$18,203,091 | +16.52% | |
| Bnp Paribas Financial Markets | 0.05% | 640,098 | $101,557,949 | $118,334,917 | +$16,776,968 | +16.52% | |
| Renaissance Technologies LLC | Jim Simons | 0.14% | 628,300 | $99,686,078 | $116,153,821 | +$16,467,743 | +16.52% |
| Rockefeller Capital Management L.P. | 0.15% | 618,590 | $98,145,875 | $114,358,733 | +$16,212,858 | +16.52% | |
| Blackrock, Inc. | 0.00% | 581,605 | $92,277,347 | $107,521,316 | +$15,243,969 | +16.52% | |
| Nwi Management Lp | 5.73% | 565,000 | $89,643,000 | $104,451,550 | +$14,808,550 | +16.52% | |
| Two Sigma Investments, Lp | 0.07% | 562,031 | $89,171,838 | $103,902,671 | +$14,730,833 | +16.52% | |
| Srb Corp | 4.75% | 556,818 | $88,344,744 | $102,938,944 | +$14,594,200 | +16.52% | |
| Riverfront Investment Group, Llc | 1.10% | 526,676 | $83,562,478 | $97,366,592 | +$13,804,114 | +16.52% | |
| Citadel Advisors Llc | 0.05% | 515,327 | $81,761,782 | $95,268,502 | +$13,506,720 | +16.52% | |
| Greenwood Gearhart Llc | 3.64% | 477,244 | $80,377,452 | $88,228,098 | +$7,850,646 | +9.77% | |
| Northern Trust Corp | 0.01% | 485,006 | $76,951,052 | $89,663,059 | +$12,712,007 | +16.52% | |
| Conservest Capital Advisors, Inc. | 5.91% | 468,151 | $74,276,897 | $86,547,075 | +$12,270,178 | +16.52% | |
| Gerber Kawasaki Wealth & Investment Management | 1.85% | 432,816 | $72,894,402 | $80,014,694 | +$7,120,292 | +9.77% | |
| J.Safra Asset Management Corp | 3.32% | 454,218 | $72,066,204 | $83,971,282 | +$11,905,078 | +16.52% |
Frequently asked questions about XLV
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Who are the largest institutional holders of XLV?
The largest institutional holders of XLV reported in the latest SEC Form 13F filings include Bank Of America Corp , Peakshares Llc , Jpmorgan Chase & Co , Morgan Stanley , and Goldman Sachs Group Inc . InsiderSet ranks institutional holders by their latest reported XLV position.
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What is XLV institutional ownership?
This page tracks XLV positions reported by institutional investment managers through SEC Form 13F. HEALTH CARE SELECT SECTOR (XLV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
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How many institutions own XLV?
InsiderSet currently tracks 1,904 institutional managers reporting XLV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XLV shareholders.
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How much XLV stock do institutions own?
Institutional investment managers disclosed approximately $33.63B in XLV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
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When was XLV institutional ownership last updated?
The latest XLV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
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Are institutional XLV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XLV position after the reporting date.
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Are institutions buying or selling XLV?
Institutional buying and selling can be analyzed by comparing XLV positions across consecutive 13F reporting periods. InsiderSet's XLV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XLV ownership changes.
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How has XLV institutional ownership changed over time?
InsiderSet tracks XLV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.