HEALTH CARE SELECT SECTOR (XLV) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $23.86B 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 $4.55B in its March 31, 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 $5.01B, representing an estimated gain of +10.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed XLV value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Goldman Sachs Group Inc, 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
1,773
Total Reported Value
$23.86B
Largest Holder
Bank Of America Corp
Largest Position
$4.55B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
28
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% | 31,021,559 | $4,548,070,813 | $5,007,189,838 | +$459,119,025 | +10.09% | |
| Morgan Stanley | 0.10% | 11,432,079 | $1,676,057,324 | $1,845,251,871 | +$169,194,547 | +10.09% | |
| Goldman Sachs Group Inc | 0.14% | 7,180,417 | $1,052,720,945 | $1,158,991,108 | +$106,270,163 | +10.09% | |
| Wells Fargo & Company/Mn | 0.19% | 6,383,962 | $935,952,718 | $1,030,435,306 | +$94,482,588 | +10.09% | |
| Lpl Financial Llc | 0.25% | 6,333,092 | $928,494,584 | $1,022,224,380 | +$93,729,796 | +10.09% | |
| Envestnet Asset Management Inc | 0.20% | 5,176,030 | $758,857,821 | $835,463,002 | +$76,605,181 | +10.09% | |
| Raymond James Financial Inc | 0.22% | 4,787,128 | $701,840,759 | $772,690,330 | +$70,849,571 | +10.09% | |
| Ubs Group Ag | 0.12% | 4,528,081 | $663,861,956 | $730,877,554 | +$67,015,598 | +10.09% | |
| Focus Partners Wealth | 0.50% | 3,081,363 | $451,758,646 | $497,362,802 | +$45,604,156 | +10.09% | |
| Ameriprise Financial Inc | 0.10% | 2,727,813 | $410,854,831 | $440,296,296 | +$29,441,465 | +7.17% | |
| Nissay Asset Management Corp /Japan | 2.10% | 2,702,894 | $396,271,289 | $436,274,121 | +$40,002,832 | +10.09% | |
| Royal Bank Of Canada | 0.07% | 2,646,004 | $387,929,000 | $427,091,506 | +$39,162,506 | +10.10% | |
| Truist Financial Corp | 0.46% | 2,323,059 | $340,583,690 | $374,964,953 | +$34,381,263 | +10.09% | |
| Caisse De Depot Et Placement Du Quebec | 0.50% | 2,144,058 | $314,340,343 | $346,072,402 | +$31,732,059 | +10.09% | |
| Barclays Plc | 0.10% | 1,947,906 | $285,582,500 | $314,411,507 | +$28,829,007 | +10.09% | |
| Westend Advisors, Llc | 6.65% | 1,878,114 | $275,355,143 | $303,146,381 | +$27,791,238 | +10.09% | |
| Menora Mivtachim Holdings Ltd. | 1.20% | 1,734,213 | $254,252,968 | $279,919,320 | +$25,666,352 | +10.09% | |
| Meitav Investment House Ltd | 2.55% | 1,586,797 | $232,640,215 | $256,124,904 | +$23,484,689 | +10.09% | |
| Osaic Holdings, Inc. | 0.33% | 1,541,744 | $226,105,015 | $248,852,899 | +$22,747,884 | +10.06% | |
| Phoenix Financial Ltd. | 2.13% | 1,529,577 | $224,250,220 | $246,889,024 | +$22,638,804 | +10.10% | |
| Bnp Paribas Financial Markets | 0.13% | 1,391,792 | $204,050,625 | $224,649,147 | +$20,598,522 | +10.09% | |
| Jordan Park Group Llc | 10.70% | 1,370,536 | $200,898,885 | $221,218,216 | +$20,319,331 | +10.11% | |
| State Street Corp | 0.01% | 1,122,816 | $164,616,054 | $181,233,731 | +$16,617,677 | +10.09% | |
| Rokos Capital Management Llp | 2.70% | 1,036,116 | $151,889,425 | $167,239,484 | +$15,350,059 | +10.11% | |
| Charles Schwab Investment Management Inc | 0.02% | 1,003,611 | $147,139,409 | $161,992,852 | +$14,853,443 | +10.09% | |
| Pgim Custom Harvest Llc | 2.20% | 961,249 | $140,928,820 | $155,155,201 | +$14,226,381 | +10.09% | |
| Cetera Investment Advisers | 0.14% | 867,939 | $127,248,494 | $140,094,034 | +$12,845,540 | +10.09% | |
| Stifel Financial Corp | 0.10% | 770,348 | $112,945,790 | $124,341,871 | +$11,396,081 | +10.09% | |
| Neuberger Berman Group Llc | 0.08% | 740,343 | $108,541,687 | $119,498,764 | +$10,957,077 | +10.09% | |
| Agf Management Ltd | 0.48% | 726,050 | $106,446,190 | $117,191,731 | +$10,745,541 | +10.09% | |
| Migdal Insurance & Financial Holdings Ltd. | 0.87% | 680,149 | $99,716,645 | $109,782,850 | +$10,066,205 | +10.09% | |
| Bank Of Nova Scotia | 0.17% | 679,740 | $99,656,723 | $109,716,833 | +$10,060,110 | +10.09% | |
| Blackrock, Inc. | 0.00% | 670,171 | $98,253,675 | $108,172,301 | +$9,918,626 | +10.09% | |
| Victory Capital Management Inc | 0.06% | 652,174 | $95,615,315 | $105,267,405 | +$9,652,090 | +10.09% | |
| Citigroup Inc | 0.06% | 607,605 | $89,081,013 | $98,073,523 | +$8,992,510 | +10.09% | |
| Rockefeller Capital Management L.P. | 0.15% | 584,921 | $85,755,628 | $94,412,099 | +$8,656,471 | +10.09% | |
| Millennium Management Llc | 0.06% | 581,167 | $85,204,894 | $93,806,165 | +$8,601,271 | +10.09% | |
| Qube Research & Technologies Ltd | 0.12% | 565,210 | $82,865,438 | $91,230,546 | +$8,365,108 | +10.09% | |
| Srb Corp | 5.01% | 556,818 | $81,635,087 | $89,875,993 | +$8,240,906 | +10.09% | |
| Cibc World Market Inc. | 0.14% | 553,159 | $81,098,641 | $89,285,394 | +$8,186,753 | +10.09% | |
| Hightower Advisors, Llc | 0.08% | 526,922 | $77,252,648 | $85,050,480 | +$7,797,832 | +10.09% | |
| Riverfront Investment Group, Llc | 1.18% | 521,112 | $76,400,257 | $84,112,688 | +$7,712,431 | +10.09% | |
| Northern Trust Corp | 0.01% | 486,168 | $71,277,091 | $78,472,377 | +$7,195,286 | +10.09% | |
| Bank Of Montreal | 0.03% | 480,893 | $70,503,659 | $77,620,939 | +$7,117,280 | +10.09% | |
| Conservest Capital Advisors, Inc. | 6.27% | 471,537 | $69,132,074 | $76,110,787 | +$6,978,713 | +10.09% | |
| Greenwood Gearhart Llc | 3.67% | 462,504 | $67,807,686 | $74,652,771 | +$6,845,085 | +10.09% | |
| Us Bancorp \De\ | 0.08% | 459,185 | $67,321,115 | $74,117,051 | +$6,795,936 | +10.09% | |
| J.Safra Asset Management Corp | 3.53% | 446,627 | $65,480,045 | $72,090,064 | +$6,610,019 | +10.09% | |
| State Of Michigan Retirement System | 0.31% | 404,788 | $59,345,969 | $65,336,831 | +$5,990,862 | +10.09% | |
| Natixis | 0.24% | 403,455 | $59,150,538 | $65,121,672 | +$5,971,134 | +10.09% |
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.