ELEVANCE HEALTH INC FORMERLY (ELV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,530
Reporting holders
$74.3B
Reported value
87.5%
Of shares outstanding
1.4%
Held as options
+140
Holder change
Institutions report 189,859,570 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.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 |
| 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 |
| First Eagle Investment Management, LLC | $1.6B | 4,188,196 | 2.70% | 31q | +1.4%+$21.6M |
| 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 | 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 | 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 |
| Sixth Street Partners Management Company, L.P. | $697.5M | 1,803,703 | 0.09% | new | NEW |
| 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 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $511.7M | 1,323,163 | 0.23% | 21q | +7.9%+$37.7M |
| CITADEL ADVISORS LLC | $496.7M | 906,386 | 0.06% | 31q | -42.0%-$359.4M |
| VANGUARD FIDUCIARY TRUST CO | $461.5M | 1,193,336 | 0.10% | 2q | -4.0%-$19.0M |
| BAILLIE GIFFORD & CO | $418.9M | 1,083,237 | 0.38% | 31q | -7.6%-$34.6M |
| JPMORGAN CHASE & CO | $396.7M | 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 | 727,561 | 0.12% | 31q | -20.8%-$85.2M |
| UBS Group AG | $304.4M | 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 | 133,673 | 0.02% | 31q | -11.2%-$35.4M |
| ROYAL BANK OF CANADA | $277.5M | 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 | 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 |
| 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 | 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 |
| Allianz Asset Management GmbH | $158.4M | 517,191 | 0.14% | 40q | -3.5%-$5.7M |
| 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 | 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 | -32.7%-$71.1M |
| 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 | options only | 0.03% | 15q | OPTIONS |
| YACKTMAN ASSET MANAGEMENT LP | $131.5M | 339,985 | 1.63% | 31q | +1.7%+$2.2M |
| Swedbank AB | $117.0M | 302,501 | 0.10% | 21q | HELD |
| WELLS FARGO & COMPANY/MN | $116.9M | 302,259 | 0.02% | 31q | -58.2%-$162.5M |
| 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 |
| BANK OF MONTREAL /CAN/ | $97.5M | 252,092 | 0.03% | 31q | +12.7%+$11.0M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $96.6M | 249,722 | 0.77% | new | NEW |
| Caisse de depot et placement du Quebec | $94.4M | 244,147 | 0.13% | 31q | HELD |
| Sound Shore Management Inc /CT/ | $94.2M | 243,452 | 2.90% | new | NEW |
| NEW YORK STATE COMMON RETIREMENT FUND | $93.7M | 242,302 | 0.12% | 31q | -21.3%-$25.4M |
| AMF Tjanstepension AB | $92.1M | 238,133 | 0.55% | 17q | HELD |
Showing the largest 100 of 1,613 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,530 | $74.3B | 189,859,570 | 243 | 531 | 484 | 1.4% |
| Q1 2026 | 1,390 | $55.0B | 184,993,552 | 120 | 419 | 587 | 1.5% |
| Q4 2025 | 1,473 | $67.8B | 189,403,158 | 124 | 449 | 543 | 2.0% |
| Q3 2025 | 1,422 | $62.0B | 186,284,718 | 145 | 471 | 541 | 2.9% |
| Q2 2025 | 1,486 | $75.7B | 191,623,194 | 114 | 521 | 514 | 1.7% |
| Q1 2025 | 1,554 | $84.3B | 191,092,972 | 186 | 567 | 473 | 1.6% |
| Q4 2024 | 1,498 | $72.0B | 192,503,898 | 98 | 410 | 652 | 1.7% |
| Q3 2024 | 1,573 | $101.4B | 192,652,438 | 101 | 570 | 502 | 1.2% |
| Q2 2024 | 1,579 | $105.3B | 191,960,300 | 117 | 610 | 462 | 1.3% |
| Q1 2024 | 1,534 | $103.6B | 197,205,671 | 127 | 545 | 461 | 1.3% |
| Q4 2023 | 1,503 | $93.0B | 194,144,113 | 124 | 482 | 487 | 1.6% |
| Q3 2023 | 1,372 | $83.7B | 189,457,224 | 82 | 478 | 469 | 1.3% |
| Q2 2023 | 1,341 | $85.5B | 190,013,737 | 86 | 477 | 457 | 1.3% |
| Q1 2023 | 1,311 | $88.4B | 193,799,849 | 98 | 432 | 436 | 0.8% |
| Q4 2022 | 1,243 | $91.7B | 178,052,108 | 121 | 399 | 401 | 1.0% |
| Q3 2022 | 1,446 | $100.3B | 217,893,333 | 98 | 521 | 459 | 1.3% |
| Q2 2022 | 1,448 | $104.4B | 216,001,045 | 123 | 493 | 478 | 1.1% |
| Q1 2022 | 1,426 | $106.6B | 215,085,022 | 130 | 479 | 447 | 0.8% |
| Q4 2021 | 1,383 | $101.1B | 214,584,877 | 153 | 385 | 416 | 1.6% |
| Q3 2021 | 1,220 | $81.6B | 215,554,225 | 76 | 423 | 374 | 1.5% |
| Q2 2021 | 1,239 | $83.9B | 217,000,197 | 98 | 397 | 415 | 1.3% |
| Q1 2021 | 1,218 | $79.5B | 218,033,186 | 110 | 407 | 405 | 1.6% |
| Q4 2020 | 1,177 | $74.1B | 218,879,679 | 115 | 355 | 395 | 2.1% |
| Q3 2020 | 1,090 | $61.0B | 222,579,376 | 74 | 366 | 380 | 2.0% |
| Q2 2020 | 1,105 | $60.8B | 225,981,097 | 129 | 365 | 361 | 2.3% |
| Q1 2020 | 1,049 | $51.7B | 223,932,826 | 89 | 371 | 387 | 1.6% |
| Q4 2019 | 1,116 | $69.8B | 227,121,872 | 128 | 324 | 390 | 1.7% |
| Q3 2019 | 1,011 | $55.5B | 227,513,539 | 89 | 346 | 357 | 1.7% |
| Q2 2019 | 1,034 | $66.2B | 228,842,482 | 98 | 375 | 357 | 2.6% |
| Q1 2019 | 1,074 | $65.9B | 227,300,600 | 131 | 332 | 405 | 1.1% |
| Q4 2018 | 1,004 | $62.9B | 236,513,744 | 9 | 15 | 24 | 1.4% |