Who owns Elevance Health (ELV)
Which tracked institutional funds hold ELV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ELV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on ELV is one-sided between 2026-Q1 and 2026-Q2: 678 added or opened and 195 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ELV’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes ELV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ELV divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1525 tracked filers holding ELV, 822 increased or opened the position and 708 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ELV between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 68
- ACR Alpine Capital Research, LLC$285M
- Jupiter Topco LLC$153M
- Diamond Hill Capital Management, LLC (Investment Advisor)$97M
- Sound Shore Management Inc /CT/$94M
- WORLDQUANT MILLENNIUM ADVISORS LLC$56M
- Ceredex Value Advisors LLC$49M
Full exits 118
- Amundi$789M
- Beutel, Goodman & Co Ltd.$260M
- SG Americas Securities, LLC$233M
- JANUS HENDERSON GROUP PLC$121M
- CANADA LIFE ASSURANCE Co$109M
- DekaBank Deutsche Girozentrale$101M
Largest adds
- BlackRock, Inc.$2.0B
- VANGUARD CAPITAL MANAGEMENT LLC$1.2B
- WELLINGTON MANAGEMENT GROUP LLP$1.2B
- STATE STREET CORP$1.0B
- CITIGROUP INC$741M
- FMR LLC$633M
Largest trims
- CITADEL ADVISORS LLC$107M
- BANK OF AMERICA CORP /DE/$97M
- BARCLAYS PLC$82M
- BALYASNY ASSET MANAGEMENT L.P.$74M
- D. E. Shaw & Co., Inc.$65M
- EverSource Wealth Advisors, LLC$58M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 18,991,090 | $7.3B | 11.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 14,058,204 | $5.4B | 8.3% | 2026-Q2 |
| STATE STREET CORP added | 10,426,610 | $4.0B | 6.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 9,213,513 | $3.6B | 5.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 6,214,356 | $2.4B | 3.7% | 2026-Q2 |
| Sanders Capital, LLC trimmed | 5,825,024 | $2.3B | 3.5% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 5,166,124 | $2.0B | 3.1% | 2026-Q2 |
| HARRIS ASSOCIATES L P added | 4,924,511 | $1.9B | 2.9% | 2026-Q2 |
| Artisan Partners Limited Partnership trimmed | 4,581,222 | $1.8B | 2.7% | 2026-Q2 |
| Invesco Ltd. trimmed | 4,234,231 | $1.6B | 2.5% | 2026-Q2 |
| First Eagle Investment Management, LLC added | 4,188,196 | $1.6B | 2.5% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 4,014,991 | $1.6B | 2.4% | 2026-Q2 |
| NORGES BANK added | 3,958,856 | $1.5B | 2.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 3,222,787 | $1.2B | 1.9% | 2026-Q2 |
| FMR LLC added | 3,131,652 | $1.2B | 1.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,605,764 | $1.0B | 1.5% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 2,114,986 | $818M | 1.3% | 2026-Q2 |
| CITIGROUP INC added | 2,096,863 | $811M | 1.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 2,065,537 | $799M | 1.2% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 2,016,200 | $780M | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 2,005,613 | $776M | 1.2% | 2026-Q2 |
| Nuveen, LLC added | 1,989,863 | $770M | 1.2% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 1,935,880 | $749M | 1.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,806,267 | $699M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,803,703 | $698M | 1.1% | 2026-Q2 |
| Legal & General Group Plc trimmed | 1,780,232 | $688M | 1.1% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC trimmed | 1,691,671 | $654M | 1.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,554,359 | $601M | 0.9% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 1,528,416 | $591M | 0.9% | 2026-Q2 |
| EAGLE CAPITAL MANAGEMENT LLC trimmed | 1,491,409 | $577M | 0.9% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,323,163 | $512M | 0.8% | 2026-Q2 |
| BAUPOST GROUP LLC/MA | 1,275,154 | $493M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 1,193,336 | $461M | 0.7% | 2026-Q2 |
| BAILLIE GIFFORD & CO trimmed | 1,083,237 | $419M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 997,214 | $387M | 0.6% | 2026-Q2 |
| Ruane, Cunniff & Goldfarb L.P. trimmed | 979,598 | $379M | 0.6% | 2026-Q2 |
| Brave Warrior Advisors, LLC trimmed | 976,885 | $378M | 0.6% | 2026-Q2 |
| Newport Trust Company, LLC trimmed | 954,915 | $369M | 0.6% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 943,054 | $365M | 0.6% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 933,040 | $361M | 0.6% | 2026-Q2 |
| 1832 Asset Management L.P. added | 918,237 | $355M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 906,386 | $351M | 0.5% | 2026-Q2 |
| Capital International Investors trimmed | 751,772 | $291M | 0.4% | 2026-Q2 |
| UBS Group AG added | 739,833 | $286M | 0.4% | 2026-Q2 |
| ACR Alpine Capital Research, LLC new | 737,922 | $285M | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 727,561 | $281M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 694,935 | $269M | 0.4% | 2026-Q2 |
| High Ground Investment Management LLP added | 679,904 | $263M | 0.4% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 676,260 | $262M | 0.4% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 654,249 | $192M | 0.3% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 640,181 | $248M | 0.4% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 621,258 | $240M | 0.4% | 2026-Q2 |
| Swiss National Bank trimmed | 619,580 | $240M | 0.4% | 2026-Q2 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC added | 614,190 | $238M | 0.4% | 2026-Q2 |
| National Pension Service trimmed | 589,713 | $228M | 0.4% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 571,339 | $221M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 555,321 | $215M | 0.3% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 532,916 | $206M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 532,437 | $206M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 522,886 | $203M | 0.3% | 2026-Q2 |
| Allianz Asset Management GmbH trimmed | 517,191 | $152M | 0.2% | 2026-Q2 |
| Ninety One UK Ltd added | 508,280 | $197M | 0.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 490,016 | $190M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 474,890 | $184M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 468,145 | $181M | 0.3% | 2026-Q2 |
| Focused Investors LLC trimmed | 461,600 | $179M | 0.3% | 2026-Q2 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC added | 452,636 | $175M | 0.3% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 441,940 | $171M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd trimmed | 432,196 | $167M | 0.3% | 2026-Q2 |
| Veritas Asset Management LLP trimmed | 428,672 | $166M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 426,160 | $164M | 0.3% | 2026-Q2 |
| BARCLAYS PLC trimmed | 423,616 | $164M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 418,359 | $162M | 0.2% | 2026-Q2 |
| FIL Ltd trimmed | 416,341 | $161M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 407,537 | $158M | 0.2% | 2026-Q2 |
| Jupiter Topco LLC new | 394,480 | $153M | 0.2% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 381,188 | $147M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 377,950 | $146M | 0.2% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC trimmed | 367,297 | $143M | 0.2% | 2026-Q2 |
| Canoe Financial LP trimmed | 363,504 | $141M | 0.2% | 2026-Q2 |
| YACKTMAN ASSET MANAGEMENT LP added | 339,985 | $131M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 320,688 | $124M | 0.2% | 2026-Q2 |
| Swedbank AB added | 302,501 | $117M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 302,259 | $117M | 0.2% | 2026-Q2 |
| Assenagon Asset Management S.A. added | 299,374 | $116M | 0.2% | 2026-Q2 |
| M&G PLC trimmed | 295,118 | $114M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 292,027 | $113M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 282,040 | $113M | 0.2% | 2026-Q2 |
| Aberdeen Group plc added | 281,024 | $109M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 274,813 | $106M | 0.2% | 2026-Q2 |
| BANK OF NOVA SCOTIA added | 262,330 | $101M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 259,766 | $100M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 252,092 | $97M | 0.1% | 2026-Q2 |
| Diamond Hill Capital Management, LLC (Investment Advisor) new | 249,722 | $97M | 0.1% | 2026-Q2 |
| Caisse de depot et placement du Quebec added | 244,147 | $94M | 0.1% | 2026-Q2 |
| Sound Shore Management Inc /CT/ added | 243,452 | $94M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 242,302 | $94M | 0.1% | 2026-Q2 |
| AMF Tjanstepension AB | 238,133 | $92M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 235,659 | $91M | 0.1% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 234,240 | $91M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.