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-Q1 13F filings (latest filed 2026-05-18). 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 2025-Q4 and 2026-Q1: 159 added or opened and 623 trimmed or exited — on balance reducing.
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, VANGUARD GROUP INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.2% 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 2025-Q4 and 2026-Q1, across 1461 tracked filers holding ELV, 621 increased or opened the position and 879 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 2025-Q4 and 2026-Q1 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 60
- VANGUARD CAPITAL MANAGEMENT LLC$4.2B
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.9B
- VANGUARD FIDUCIARY TRUST CO$364M
- Vanguard Global Advisers, LLC$147M
- CIBC Bancorp USA Inc.$135M
- VANGUARD ASSET MANAGEMENT, Ltd$131M
Full exits 71
- VANGUARD GROUP INC$8.1B
- 8 KNOTS MANAGEMENT, LLC$179M
- EMINENCE CAPITAL, LP$171M
- CIBC Private Wealth Group LLC$118M
- LOCUST WOOD CAPITAL ADVISERS, LLC$50M
- North Peak Capital Management, LLC$49M
Largest adds
- Amundi$404M
- NORGES BANK$242M
- SG Americas Securities, LLC$151M
- BARCLAYS PLC$113M
- MILLENNIUM MANAGEMENT LLC$110M
- BALYASNY ASSET MANAGEMENT L.P.$71M
Largest trims
- BlackRock, Inc.$1.8B
- PRICE T ROWE ASSOCIATES INC /MD/$1.2B
- STATE STREET CORP$613M
- WELLINGTON MANAGEMENT GROUP LLP$497M
- Orbis Allan Gray Ltd$383M
- BAILLIE GIFFORD & CO$350M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 18,991,090 | $7.3B | 11.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 14,345,459 | $4.2B | 6.4% | 2026-Q1 |
| STATE STREET CORP added | 10,426,610 | $4.0B | 6.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 9,213,513 | $3.6B | 5.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 6,356,077 | $1.9B | 2.8% | 2026-Q1 |
| Sanders Capital, LLC added | 5,894,303 | $1.7B | 2.6% | 2026-Q1 |
| 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 | 2.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 5,192,707 | $1.5B | 2.3% | 2026-Q1 |
| Artisan Partners Limited Partnership added | 5,127,175 | $1.5B | 2.3% | 2026-Q1 |
| HARRIS ASSOCIATES L P added | 4,796,526 | $1.4B | 2.1% | 2026-Q1 |
| FMR LLC added | 3,131,652 | $1.2B | 1.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 2,845,280 | $833M | 1.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,718,766 | $796M | 1.2% | 2026-Q1 |
| Amundi added | 2,693,664 | $789M | 1.2% | 2026-Q1 |
| MORGAN STANLEY added | 2,629,104 | $770M | 1.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 2,518,615 | $737M | 1.1% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 2,236,129 | $657M | 1.0% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC trimmed | 1,691,671 | $654M | 1.0% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 2,191,563 | $642M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 2,158,025 | $632M | 1.0% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 2,078,364 | $608M | 0.9% | 2026-Q1 |
| Nuveen, LLC trimmed | 1,960,705 | $574M | 0.9% | 2026-Q1 |
| Legal & General Group Plc added | 1,882,311 | $551M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,770,495 | $518M | 0.8% | 2026-Q1 |
| BAUPOST GROUP LLC/MA | 1,275,154 | $493M | 0.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,645,787 | $482M | 0.7% | 2026-Q1 |
| EAGLE CAPITAL MANAGEMENT LLC added | 1,548,610 | $453M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,476,183 | $432M | 0.7% | 2026-Q1 |
| BAILLIE GIFFORD & CO trimmed | 1,083,237 | $419M | 0.6% | 2026-Q2 |
| Ruane, Cunniff & Goldfarb L.P. trimmed | 979,598 | $379M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO new | 1,242,444 | $364M | 0.6% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 1,225,800 | $359M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 906,386 | $351M | 0.5% | 2026-Q2 |
| Brave Warrior Advisors, LLC trimmed | 1,122,308 | $329M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,069,955 | $305M | 0.5% | 2026-Q1 |
| Capital International Investors trimmed | 751,772 | $291M | 0.4% | 2026-Q2 |
| Newport Trust Company, LLC trimmed | 985,188 | $288M | 0.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 727,561 | $281M | 0.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 923,423 | $270M | 0.4% | 2026-Q1 |
| Beutel, Goodman & Co Ltd. added | 886,724 | $260M | 0.4% | 2026-Q1 |
| BARCLAYS PLC added | 838,900 | $246M | 0.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 821,606 | $241M | 0.4% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 672,672 | $236M | 0.4% | 2026-Q1 |
| SG Americas Securities, LLC added | 796,553 | $233M | 0.4% | 2026-Q1 |
| 1832 Asset Management L.P. added | 774,089 | $227M | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 735,130 | $215M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 656,353 | $192M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 652,220 | $191M | 0.3% | 2026-Q1 |
| Veritas Asset Management LLP trimmed | 635,371 | $186M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 602,920 | $177M | 0.3% | 2026-Q1 |
| National Pension Service added | 592,556 | $173M | 0.3% | 2026-Q1 |
| DAVENPORT & Co LLC trimmed | 574,012 | $167M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 426,160 | $164M | 0.2% | 2026-Q2 |
| BROWN ADVISORY INC added | 540,600 | $158M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH added | 535,894 | $157M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 511,067 | $150M | 0.2% | 2026-Q1 |
| Focused Investors LLC trimmed | 509,800 | $149M | 0.2% | 2026-Q1 |
| Ninety One UK Ltd added | 504,921 | $148M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 503,625 | $147M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 500,655 | $147M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 495,383 | $145M | 0.2% | 2026-Q1 |
| MANNING & NAPIER ADVISORS LLC added | 475,201 | $139M | 0.2% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 462,427 | $135M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 458,849 | $134M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 446,190 | $131M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 445,457 | $130M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 439,498 | $129M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 438,614 | $128M | 0.2% | 2026-Q1 |
| FIL Ltd trimmed | 419,710 | $123M | 0.2% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 413,349 | $121M | 0.2% | 2026-Q1 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed | 407,168 | $119M | 0.2% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 393,526 | $115M | 0.2% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 371,297 | $109M | 0.2% | 2026-Q1 |
| Canoe Financial LP trimmed | 367,287 | $108M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 361,193 | $106M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 357,029 | $105M | 0.2% | 2026-Q1 |
| DekaBank Deutsche Girozentrale | 343,263 | $101M | 0.2% | 2026-Q1 |
| High Ground Investment Management LLP added | 344,144 | $101M | 0.2% | 2026-Q1 |
| YACKTMAN ASSET MANAGEMENT LP added | 334,315 | $98M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 330,807 | $97M | 0.1% | 2026-Q1 |
| Diamond Hill Capital Management, LLC (Investment Advisor) new | 249,722 | $97M | 0.1% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 316,145 | $93M | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 312,791 | $92M | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 284,878 | $90M | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 308,061 | $90M | 0.1% | 2026-Q1 |
| Swedbank AB trimmed | 301,106 | $88M | 0.1% | 2026-Q1 |
| Vulcan Value Partners, LLC trimmed | 296,771 | $87M | 0.1% | 2026-Q1 |
| M&G PLC trimmed | 295,942 | $87M | 0.1% | 2026-Q1 |
| Marathon Asset Management Ltd trimmed | 219,490 | $85M | 0.1% | 2026-Q2 |
| VANGUARD GROUP INC added | 23,019,518 | $8.1B | 12.2% | 2025-Q4 stale |
| GQG Partners LLC new | 1,463,610 | $569M | 0.9% | 2025-Q2 stale |
| EdgePoint Investment Group Inc. trimmed | 1,294,560 | $563M | 0.9% | 2025-Q1 stale |
| 8 KNOTS MANAGEMENT, LLC added | 511,585 | $179M | 0.3% | 2025-Q4 stale |
| EMINENCE CAPITAL, LP added | 487,147 | $171M | 0.3% | 2025-Q4 stale |
| D1 Capital Partners L.P. trimmed | 326,411 | $127M | 0.2% | 2025-Q2 stale |
| CIBC Private Wealth Group LLC trimmed | 336,736 | $118M | 0.2% | 2025-Q4 stale |
| Soleus Capital Management, L.P. added | 259,650 | $84M | 0.1% | 2025-Q3 stale |
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.