ELV — ELEVANCE HEALTH INC FORMERLY
Index member: S&P 500
As of Q2 2026, 50 SEC-registered investment managers reported holding ELV (ELEVANCE HEALTH INC FORMERLY) in their latest 13F filings, with a combined reported value of $34.68B across 93.70M shares. That is +3.6% by share count (+3.29M shares) versus the previous quarter, while reported value moved +38.3%. Ownership is concentrated: the five largest holders account for 47.4% of reported value and the top ten for 66.5%.
Compared with the prior quarter, 2 opened new positions, 23 added to existing stakes, 22 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
ELV is a constituent of the S&P 500 and is classified in the Health Care sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 23.02M | $8.07B | 0.12% | Hold |
| BlackRock Inc history | Q2 2026 | 18.99M | $7.34B | 0.12% | Reduce |
| Wellington Management Group history | Q2 2026 | 9.21M | $3.56B | 0.65% | Add |
| Geode Capital Management history | Q2 2026 | 5.17M | $1.99B | 0.11% | Reduce |
| Harris Associates (Oakmark) history | Q2 2026 | 4.92M | $1.90B | 2.52% | Reduce |
| Invesco Ltd history | Q2 2026 | 4.23M | $1.64B | 0.14% | Reduce |
| First Eagle Investment Management history | Q2 2026 | 4.19M | $1.62B | 2.70% | Add |
| Norges Bank Investment Management history | Q2 2026 | 3.96M | $1.53B | 0.15% | Add |
| BNY Mellon history | Q2 2026 | 3.22M | $1.25B | 0.21% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 3.13M | $1.21B | 0.06% | Add |
| Morgan Stanley history | Q2 2026 | 2.61M | $1.01B | 0.06% | Reduce |
| Citigroup Inc history | Q2 2026 | 2.15M | $829.87M | 0.29% | Add |
| Northern Trust Corp history | Q2 2026 | 2.11M | $817.93M | 0.10% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 2.02M | $779.65M | 0.07% | Add |
| MFS Investment Management history | Q2 2026 | 1.94M | $749.42M | 0.25% | Reduce |
| Bank of America Corp history | Q2 2026 | 1.81M | $698.54M | 0.05% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 1.80M | $697.55M | 0.09% | Add |
| Legal & General Investment Management America history | Q2 2026 | 1.78M | $688.47M | 0.14% | Reduce |
| Amundi US history | Q2 2026 | 1.64M | $635.99M | 0.16% | Reduce |
| Viking Global Investors history | Q2 2023 | 1.41M | $627.65M | 2.64% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 997.21K sh · $386.95M
- Baron Funds 5.00K sh · $1.93M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 413.35K sh · $121.02M
- Capital Research Global Investors sold 119.08K sh · $34.86M
- Davidson Kempner Capital Management sold 21.05K sh · $6.16M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 21.03M | 20.44M | 21.31M | 20.41M | 20.53M | 20.40M | 19.89M | 18.99M |
| Wellington Management Group | 10.48M | 10.36M | 10.13M | 9.85M | 9.20M | 8.78M | 8.46M | 7.33M | 6.59M | 5.91M | 4.50M | 4.17M | 4.46M | 6.36M | 5.79M | 6.32M | 6.62M | 8.29M | 8.23M | 9.21M |
| Geode Capital Management | 4.12M | 4.17M | 4.00M | 4.13M | 4.21M | 4.22M | 4.28M | 4.34M | 4.42M | 4.52M | 4.69M | 4.76M | 4.85M | 4.96M | 5.17M | 5.09M | 5.14M | 5.12M | 5.19M | 5.17M |
| Harris Associates (Oakmark) | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.82M | 2.28M | 2.29M | 3.19M | 4.79M | 5.14M | 4.92M |
| Invesco Ltd | 2.96M | 2.93M | 2.96M | 3.06M | 2.83M | 2.40M | 1.99M | 1.80M | 1.86M | 1.94M | 2.04M | 1.83M | 2.38M | 2.09M | 2.12M | 2.11M | 2.60M | 3.90M | 4.82M | 4.23M |
| First Eagle Investment Management | 2.05M | 2.02M | 2.03M | 2.01M | 1.84M | 1.79M | 1.80M | 1.81M | 1.78M | 1.78M | 1.78M | 2.06M | 2.19M | 3.23M | 3.24M | 3.20M | 4.00M | 4.02M | 4.13M | 4.19M |
| Norges Bank Investment Management | — | — | — | — | — | 2.44M | — | — | — | 2.86M | — | 3.05M | — | 3.08M | — | 2.95M | — | 3.02M | — | 3.96M |
| BNY Mellon | 2.00M | 2.00M | 1.97M | 2.03M | 2.03M | 2.14M | 2.18M | 1.94M | 1.93M | 1.81M | 1.71M | 1.67M | 1.61M | 1.45M | 1.41M | 1.30M | 1.34M | 2.41M | 2.85M | 3.22M |
| Fidelity Management & Research (FMR) | 6.39M | 6.49M | 6.88M | 6.55M | 6.52M | 6.25M | 4.81M | 4.41M | 4.22M | 3.97M | 4.05M | 4.75M | 4.62M | 2.19M | 1.54M | 1.28M | 1.38M | 1.48M | 1.98M | 3.13M |
| Morgan Stanley | 1.65M | 1.70M | 1.48M | 2.46M | 2.48M | 3.00K | 2.76M | 2.74M | 2.78M | 2.90M | 2.95M | 3.23M | 3.45M | 2.87M | 2.97M | 3.04M | 2.68M | 2.52M | 2.63M | 2.61M |
| Citigroup Inc | 372.52K | 232.42K | 281.53K | 296.49K | 1.00K | 1.00K | 265.86K | 248.35K | 226.45K | 256.24K | 272.46K | 289.53K | 255.10K | 231.25K | 419.01K | 268.55K | 256.26K | 216.73K | 263.85K | 2.15M |
| Northern Trust Corp | 2.55M | 2.47M | 2.42M | 2.46M | 2.44M | 2.43M | 2.42M | 2.36M | 2.42M | 2.33M | 2.21M | 2.24M | 2.10M | 2.45M | 2.44M | 2.33M | 2.28M | 2.23M | 2.16M | 2.11M |
| Goldman Sachs Group | 951.64K | 1.36M | 1.56M | 2.13M | 2.24M | 2.06M | 1.84M | 2.01M | 2.11M | 2.22M | 1.97M | 1.98M | 2.07M | 1.35M | 1.30M | 1.42M | 1.43M | 1.57M | 1.48M | 2.02M |
| MFS Investment Management | — | — | — | — | — | — | — | — | — | 990.63K | 1.54M | 2.06M | 2.40M | 2.49M | 2.43M | 2.33M | 2.44M | 2.36M | 2.24M | 1.94M |
| Bank of America Corp | 3.17M | 3.30M | 4.53M | 2.68M | 2.72M | 2.37M | 2.92M | 1.60M | 1.53M | 1.58M | 1.13M | 2.20M | 1.24M | 1.39M | 2.27M | 2.21M | 2.62M | 2.21M | 2.72M | 1.81M |
| Charles Schwab Investment Management | 1.30M | 1.29M | 1.33M | 1.32M | 1.42M | 1.44M | 1.47M | 1.47M | 1.48M | 1.53M | 1.57M | 1.59M | 1.61M | 1.67M | 1.78M | 1.80M | 1.69M | 1.74M | 1.77M | 1.80M |
| Legal & General Investment Management America | 1.96M | 1.91M | 2.01M | 1.99M | 1.90M | 1.84M | 1.86M | 1.85M | 1.79M | 2.20M | 2.17M | 2.25M | 2.22M | 1.75M | 1.80M | 1.83M | 1.92M | 1.87M | 1.88M | 1.78M |
| Amundi US | 1.09M | 1.03M | 1.18M | 850.34K | 1.31M | 1.84M | 1.85M | 1.52M | 1.51M | 1.37M | 1.36M | 1.39M | 1.33M | 1.29M | 1.08M | 1.40M | 1.12M | 1.10M | 2.69M | 1.64M |
| Manulife Financial | 778.31K | 706.14K | 727.09K | 598.89K | 612.63K | 636.26K | 1.28M | 1.62M | 1.75M | 1.86M | 2.03M | 1.93M | 2.09M | 1.99M | 1.59M | 2.08M | 2.21M | 2.28M | 2.08M | 1.53M |
| Arrowstreet Capital | 167.13K | 81.98K | 758.75K | 923.11K | 1.06M | 897.80K | 849.88K | 860.04K | 923.09K | 723.20K | 807.19K | 934.13K | 790.44K | 699.88K | 854.41K | 942.60K | 1.51M | 1.35M | 1.23M | 1.32M |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details