ELEVANCE HEALTH INC FORMERLY (ELV)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 203,529,062 shares against 216,869,290 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $7.3B | 18,991,090 | 0.11% | 8q | -4.5%-$346.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $5.4B | 14,058,204 | 0.12% | 2q | -2.0%-$111.1M |
| STATE STREET CORP | $4.0B | 10,426,610 | 0.12% | 31q | +1.3%+$53.3M |
| WELLINGTON MANAGEMENT GROUP LLP | $3.6B | 9,213,513 | 0.61% | 31q | +12.0%+$380.9M |
| First Eagle Investment Management, LLC | $3.2B | 8,376,392 | 2.68% | 31q | +102.7%+$1.6B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.4B | 6,214,356 | 0.11% | 2q | -2.2%-$54.8M |
| Sanders Capital, LLC | $2.3B | 5,825,024 | 2.26% | 47q | -1.2%-$26.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $2.0B | 5,166,124 | 0.11% | 31q | -0.5%-$10.2M |
| HARRIS ASSOCIATES L P | $1.9B | 4,924,511 | 2.53% | 7q | +2.7%+$49.5M |
| Artisan Partners Limited Partnership | $1.8B | 4,581,222 | 2.81% | 31q | -10.6%-$211.1M |
| Invesco Ltd. | $1.6B | 4,234,231 | 0.13% | 31q | -12.1%-$225.5M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.6B | 4,014,991 | 0.16% | 31q | -15.4%-$282.9M |
| NORGES BANK | $1.5B | 3,958,856 | 0.15% | 32q | +31.1%+$363.6M |
| Bank of New York Mellon Corp | $1.2B | 3,222,787 | 0.20% | 31q | +13.3%+$146.0M |
| FMR LLC | $1.2B | 3,131,652 | 0.05% | 31q | +58.5%+$447.0M |
| MORGAN STANLEY | $1.0B | 2,605,764 | 0.05% | 35q | -0.9%-$9.0M |
| CITIGROUP INC | $829.9M incl. $18.9M options CALL+PUT | 2,096,863 | 0.27% | 31q | +777.9%+$735.3M |
| NORTHERN TRUST CORP | $817.9M | 2,114,986 | 0.10% | 31q | -2.0%-$16.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $798.8M | 2,065,537 | 0.15% | 31q | -18.0%-$175.2M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $779.7M | 2,016,200 | 2.27% | 31q | -8.0%-$67.8M |
| GOLDMAN SACHS GROUP INC | $779.7M incl. $4.0M options CALL+PUT | 2,005,613 | 0.07% | 31q | +35.9%+$205.8M |
| Nuveen, LLC | $769.5M | 1,989,863 | 0.18% | 6q | +1.5%+$11.3M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $749.4M | 1,935,880 | 0.24% | 11q | -13.4%-$116.2M |
| BANK OF AMERICA CORP /DE/ | $698.5M | 1,806,267 | 0.05% | 31q | -33.6%-$352.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $697.5M | 1,803,703 | 0.09% | 31q | +1.9%+$12.8M |
| Legal & General Group Plc | $688.5M | 1,780,232 | 0.14% | 31q | -5.4%-$39.5M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $654.2M | 1,691,671 | 1.47% | 31q | -12.7%-$95.4M |
| Amundi | $636.0M | 1,644,537 | 0.15% | 21q | -38.9%-$405.7M |
| DIMENSIONAL FUND ADVISORS LP | $601.1M | 1,554,359 | 0.11% | 31q | -5.6%-$35.4M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $591.1M | 1,528,416 | 0.46% | 31q | -26.5%-$212.7M |
| EAGLE CAPITAL MANAGEMENT LLC | $576.8M | 1,491,409 | 1.76% | 26q | -3.7%-$22.1M |
| SG Americas Securities, LLC | $531.3M incl. $695.0K options PUT | 1,372,089 | 0.30% | 31q | +72.3%+$222.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $511.7M | 1,323,163 | 0.23% | 21q | +7.9%+$37.7M |
| CITADEL ADVISORS LLC | $496.7M incl. $146.2M options CALL+PUT | 906,386 | 0.06% | 31q | -42.0%-$359.4M |
| BAUPOST GROUP LLC/MA | $493.1M | 1,275,154 | 9.11% | 6q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $461.5M | 1,193,336 | 0.10% | 2q | -4.0%-$19.0M |
| ACADIAN ASSET MANAGEMENT LLC | $445.6M | 1,152,349 | 0.53% | 25q | +444.9%+$363.8M |
| BAILLIE GIFFORD & CO | $418.9M | 1,083,237 | 0.38% | 31q | -7.6%-$34.6M |
| JPMORGAN CHASE & CO | $396.7M incl. $9.7M options CALL | 997,214 | 0.02% | 31q | -6.8%-$28.9M |
| Ruane, Cunniff & Goldfarb L.P. | $378.8M | 979,598 | 5.89% | 22q | -29.4%-$157.9M |
| Brave Warrior Advisors, LLC | $377.8M | 976,885 | 8.23% | 28q | -13.0%-$56.2M |
| Newport Trust Company, LLC | $369.3M | 954,915 | 0.89% | 23q | -3.1%-$11.7M |
| DEUTSCHE BANK AG\ | $364.7M | 943,054 | 0.11% | 34q | +2.1%+$7.6M |
| FRANKLIN RESOURCES INC | $360.8M | 933,040 | 0.08% | 31q | +13.6%+$43.1M |
| 1832 Asset Management L.P. | $355.1M | 918,237 | 0.18% | 31q | +18.6%+$55.7M |
| MILLENNIUM MANAGEMENT LLC | $323.6M incl. $42.3M options CALL+PUT | 727,561 | 0.12% | 31q | -20.8%-$85.2M |
| UBS Group AG | $304.4M incl. $18.3M options CALL+PUT | 739,833 | 0.04% | 31q | +0.6%+$1.9M |
| Capital International Investors | $290.7M | 751,772 | 0.06% | 30q | -28.5%-$115.7M |
| ACR Alpine Capital Research, LLC | $285.4M | 737,922 | 4.05% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $281.0M incl. $229.3M options CALL+PUT | 133,673 | 0.02% | 31q | -11.2%-$35.4M |
| ROYAL BANK OF CANADA | $277.5M incl. $8.7M options CALL | 694,935 | 0.04% | 31q | +40.3%+$79.7M |
| High Ground Investment Management LLP | $262.9M | 679,904 | 23.09% | 15q | +97.6%+$129.8M |
| CANADA PENSION PLAN INVESTMENT BOARD | $261.5M | 676,260 | 0.14% | 31q | +164.6%+$162.7M |
| Qube Research & Technologies Ltd | $255.4M incl. $7.8M options CALL+PUT | 640,181 | 0.24% | 13q | +468.0%+$210.4M |
| VICTORY CAPITAL MANAGEMENT INC | $240.3M | 621,258 | 0.13% | 31q | +135.1%+$138.0M |
| Swiss National Bank | $239.6M | 619,580 | 0.13% | 31q | -5.0%-$12.6M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $237.5M | 614,190 | 1.03% | 2q | +844.4%+$212.4M |
| Assenagon Asset Management S.A. | $231.6M | 598,748 | 0.14% | 31q | +421.7%+$187.2M |
| National Pension Service | $228.1M | 589,713 | 0.15% | 31q | HELD |
| Beutel, Goodman & Co Ltd. | $223.7M | 578,463 | 1.65% | 5q | -34.8%-$119.2M |
| Allianz Asset Management GmbH | $221.6M incl. $6.5M options CALL+PUT | 556,137 | 0.18% | 40q | +3.8%+$8.1M |
| Sumitomo Mitsui Trust Group, Inc. | $221.0M | 571,339 | 0.13% | 31q | -5.2%-$12.2M |
| Russell Investments Group, Ltd. | $214.9M | 555,321 | 0.19% | 31q | +21.0%+$37.3M |
| BROWN ADVISORY INC | $206.1M | 532,916 | 0.32% | 31q | -1.4%-$3.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $205.9M | 532,437 | 0.11% | 31q | +5.7%+$11.1M |
| HSBC HOLDINGS PLC | $202.5M | 522,886 | 0.08% | 31q | +2.3%+$4.6M |
| Ninety One UK Ltd | $196.6M | 508,280 | 0.44% | 31q | +0.7%+$1.3M |
| ALLIANCEBERNSTEIN L.P. | $191.5M | 654,249 | 0.06% | 31q | -2.7%-$5.4M |
| FIRST TRUST ADVISORS LP | $189.5M | 490,016 | 0.11% | 31q | -25.3%-$64.3M |
| Vanguard Global Advisers, LLC | $183.7M | 474,890 | 0.09% | 2q | -5.1%-$10.0M |
| ENVESTNET ASSET MANAGEMENT INC | $181.0M | 468,145 | 0.04% | 31q | +6.5%+$11.1M |
| Focused Investors LLC | $178.5M | 461,600 | 6.03% | 31q | -9.5%-$18.6M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $175.0M | 452,636 | 0.53% | 31q | +11.2%+$17.6M |
| DAVENPORT & Co LLC | $171.1M | 441,940 | 0.84% | 31q | -23.0%-$51.1M |
| BARCLAYS PLC | $170.6M incl. $6.8M options CALL | 423,616 | 0.03% | 31q | -49.5%-$167.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | $167.1M | 432,196 | 0.11% | 2q | -3.1%-$5.4M |
| Veritas Asset Management LLP | $165.8M | 428,672 | 2.98% | 13q | -32.5%-$79.9M |
| AQR CAPITAL MANAGEMENT LLC | $164.4M | 426,160 | 0.06% | 31q | +34.0%+$41.7M |
| RHUMBLINE ADVISERS | $161.8M | 418,359 | 0.12% | 31q | -4.6%-$7.8M |
| FIL Ltd | $161.0M | 416,341 | 0.12% | 31q | -0.8%-$1.3M |
| California Public Employees Retirement System | $157.6M | 407,537 | 0.09% | 31q | +28.9%+$35.3M |
| Jupiter Topco LLC | $152.6M | 394,480 | 0.06% | new | FIRST |
| JANE STREET GROUP, LLC | $150.2M incl. $144.3M options CALL+PUT | 15,375 | 0.01% | 31q | -89.8%-$1.3B |
| CIBC Bancorp USA Inc. | $147.4M | 381,188 | 0.18% | 3q | -17.6%-$31.4M |
| AMERIPRISE FINANCIAL INC | $146.2M | 377,950 | 0.03% | 31q | +34.5%+$37.5M |
| MANNING & NAPIER ADVISORS LLC | $142.5M | 367,297 | 1.83% | 7q | -22.7%-$41.9M |
| Canoe Financial LP | $140.6M | 363,504 | 1.74% | 14q | -1.0%-$1.5M |
| IMC-Chicago, LLC | $134.8M CALL+PUT | options only | 0.03% | 15q | OPTIONS |
| CANADA LIFE ASSURANCE Co | $132.6M | 343,500 | 0.21% | 29q | -7.5%-$10.7M |
| YACKTMAN ASSET MANAGEMENT LP | $131.5M | 339,985 | 1.63% | 31q | +1.7%+$2.2M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $124.0M | 320,688 | 0.11% | 31q | -3.1%-$3.9M |
| Swedbank AB | $117.0M | 302,501 | 0.10% | 21q | HELD |
| WELLS FARGO & COMPANY/MN | $116.9M | 302,259 | 0.02% | 31q | -16.3%-$22.8M |
| M&G PLC | $114.2M | 295,118 | 0.57% | 10q | HELD |
| Quantinno Capital Management LP | $112.9M | 292,027 | 0.14% | 19q | +48.7%+$37.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $112.9M | 282,040 | 0.17% | 7q | -1.0%-$1.1M |
| Aberdeen Group plc | $108.7M | 281,024 | 0.15% | 31q | +0.9%+$963.7K |
| RAYMOND JAMES FINANCIAL INC | $106.3M | 274,813 | 0.03% | 7q | -23.0%-$31.8M |
| BANK OF NOVA SCOTIA | $101.5M | 262,330 | 0.15% | 24q | +10.2%+$9.4M |
| PRINCIPAL FINANCIAL GROUP INC | $100.5M | 259,766 | 0.05% | 31q | +0.5%+$536.0K |
Showing the largest 100 of 1,630 reported holders. The count of 1,628 above leaves out 2 positions whose reported value failed our price check; they are listed here as filed.
Q2 2026 in brief
In Q2 2026, 1,628 managers that file Form 13F reported holding Elevance Health Inc Formerly (ELV), $79.6B in all, or about 94% of the shares outstanding. 265 managers opened a position and 117 sold out completely, against 1,480 holders the quarter before. Largest holders: Blackrock, Inc., Vanguard Capital Management Llc and State Street Corp. Largest new positions: Acr Alpine Capital Research, Llc ($285.4M), Diamond Hill Capital Management, Llc (Investment Advisor) ($96.6M) and Sound Shore Management Inc /Ct/ ($94.2M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-10-22 | Kaye Mark | EVP & CFO | Sold | 10,584 | $4.7M ×13 |
| 2026-07-17 | BOUDREAUX GAIL | President and CEO | Bought | 2,725 | $1.0M ×2 |
| 2026-05-19 | Penczek Ronald W | CAO & Controller | Sold | 1,531 | $617.2K |
| 2026-07-17 | PERU RAMIRO G | Director | Bought | 1,000 | $366.1K |
| 2026-06-12 | Penczek Ronald W | CAO & Controller | Sold | 369 | $148.8K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 563 | $3.0B | 7,717,496 | 54 | 167 | 180 | 0.0% |
| Q2 2026 | 1,628 | $79.6B | 203,529,062 | 253 | 557 | 529 | 1.3% |
| Q1 2026 | 1,480 | $57.9B | 194,810,805 | 124 | 449 | 624 | 1.5% |
| Q4 2025 | 1,572 | $72.6B | 202,869,003 | 129 | 474 | 584 | 1.9% |
| Q3 2025 | 1,526 | $65.7B | 197,772,347 | 151 | 508 | 588 | 2.8% |
| Q2 2025 | 1,611 | $81.2B | 205,749,017 | 122 | 559 | 565 | 1.6% |
| Q1 2025 | 1,677 | $90.3B | 204,800,335 | 201 | 609 | 519 | 1.5% |
| Q4 2024 | 1,618 | $77.9B | 208,127,561 | 108 | 444 | 702 | 1.7% |
| Q3 2024 | 1,711 | $109.8B | 208,944,127 | 112 | 620 | 544 | 1.2% |
| Q2 2024 | 1,727 | $115.5B | 210,740,286 | 129 | 654 | 515 | 1.2% |
| Q1 2024 | 1,684 | $113.3B | 215,813,446 | 133 | 606 | 508 | 1.2% |
| Q4 2023 | 1,671 | $102.2B | 213,358,438 | 139 | 537 | 549 | 1.5% |
| Q3 2023 | 1,541 | $92.6B | 209,731,283 | 94 | 530 | 530 | 1.3% |
| Q2 2023 | 1,532 | $94.5B | 210,068,842 | 99 | 532 | 537 | 1.2% |
| Q1 2023 | 1,526 | $100.4B | 219,230,700 | 115 | 507 | 513 | 0.9% |
| Q4 2022 | 1,556 | $110.4B | 213,723,482 | 142 | 451 | 554 | 1.1% |
| Q3 2022 | 1,430 | $205.2B | 484,745,905 | 97 | 508 | 460 | 0.6% |
| Q2 2022 | 1,439 | $236.4B | 609,422,728 | 124 | 488 | 475 | 0.5% |
| Q1 2022 | 1,418 | $190.3B | 459,817,773 | 129 | 473 | 448 | 0.5% |
| Q4 2021 | 1,378 | $191.2B | 550,498,461 | 153 | 380 | 420 | 0.9% |
| Q3 2021 | 1,218 | $154.5B | 504,613,054 | 76 | 422 | 372 | 0.8% |
| Q2 2021 | 1,236 | $169.2B | 632,908,122 | 99 | 392 | 416 | 0.6% |
| Q1 2021 | 1,208 | $191.8B | 571,856,127 | 108 | 408 | 400 | 0.7% |
| Q4 2020 | 1,173 | $170.2B | 555,544,386 | 115 | 351 | 396 | 0.9% |
| Q3 2020 | 1,087 | $154.3B | 863,398,544 | 73 | 365 | 380 | 0.8% |
| Q2 2020 | 1,101 | $136.1B | 817,737,402 | 127 | 367 | 360 | 1.0% |
| Q1 2020 | 1,048 | $129.2B | 686,103,139 | 89 | 368 | 389 | 0.6% |
| Q4 2019 | 1,110 | $146.1B | 571,500,067 | 126 | 324 | 386 | 0.8% |
| Q3 2019 | 1,005 | $104.9B | 553,669,939 | 87 | 343 | 358 | 0.9% |
| Q2 2019 | 1,029 | $132.3B | 626,682,146 | 97 | 372 | 356 | 1.3% |
| Q1 2019 | 1,072 | $137.1B | 657,039,764 | 131 | 333 | 405 | 0.5% |
| Q4 2018 | 1,003 | $159.3B | 668,222,956 | 9 | 15 | 24 | 0.6% |