| 4 | WELLINGTON MANAGEMENT GROUP LLP | 9.2M | $3.56B | +12.0% | 4.248% | 0.61% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.2M | $2.40B | -2.2% | 2.865% | 0.11% |
| 6 | Sanders Capital, LLC | 5.8M | $2.25B | -1.2% | 2.686% | 2.26% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 5.2M | $1.99B | -0.5% | 2.382% | 0.11% |
| 8 | HARRIS ASSOCIATES L P | 4.9M | $1.90B | -4.1% | 2.271% | 2.53% |
| 9 | Artisan Partners Limited Partnership | 4.6M | $1.77B | -10.7% | 2.112% | 2.81% |
| 10 | Invesco Ltd. | 4.2M | $1.64B | -12.1% | 1.952% | 0.13% |
| 11 | First Eagle Investment Management, LLC | 4.2M | $1.62B | +1.4% | 1.931% | 1.34% |
| 12 | NORGES BANK | 4.0M | $1.53B | — | 1.826% | 0.15% |
| 13 | Bank of New York Mellon Corp | 3.2M | $1.25B | +13.3% | 1.486% | 0.20% |
| 14 | FMR LLC | 3.1M | $1.21B | +58.5% | 1.444% | 0.05% |
| 15 | MORGAN STANLEY | 2.6M | $1.01B | -0.9% | 1.202% | 0.05% |
| 16 | CITIGROUP INC | 2.1M | $829.9M | +713.3% | 0.989% | 0.27% |
| 17 | NORTHERN TRUST CORP | 2.1M | $817.9M | -2.0% | 0.975% | 0.10% |
| 18 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 2.1M | $798.8M | -18.0% | 0.952% | 0.15% |
| 19 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 2.0M | $779.7M | -8.0% | 0.930% | 2.27% |
| 20 | GOLDMAN SACHS GROUP INC | 2.0M | $779.7M | +36.6% | 0.930% | 0.07% |
| 21 | Nuveen, LLC | 2.0M | $769.5M | +1.5% | 0.918% | 0.18% |
| 22 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.9M | $749.4M | -13.4% | 0.893% | 0.24% |
| 23 | BANK OF AMERICA CORP /DE/ | 1.8M | $698.5M | -33.6% | 0.833% | 0.05% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.8M | $697.5M | +1.9% | 0.832% | 0.09% |
| 25 | Legal & General Group Plc | 1.8M | $688.5M | -5.4% | 0.821% | 0.14% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ELV — a direct measure of their conviction.
| 90.09% |
| 0.35 pp |
| $81.33B |
| +16% |
| Q4 2024 | 1,539 | 6.3% | 90.44% | +3.09 pp | $70.04B | 27% |
| Q3 2024 | 1,642 | — | 87.35% | — | $95.87B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
242 institutions opened new positions in ELV during Q2 2026, while 99 fully exited. 1,182 added to existing positions and 153 trimmed.
ELV institutional ownership rose by 2.28 percentage points quarter-over-quarter, with a net change of +156 holders.
The top 10 institutions account for 44.1% of all reported 13F value in ELV, and the top 25 account for 63.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Elevance Health Inc. (ELV) Institutional Ownership