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Smart Money Score
Composite context from Form 4, 13F and congressional disclosures; not a forecast.
Of the 19 tracked institutions holding ELV, 13 have a 3-year clone track record — 7 of them beat the S&P. Average holder's clone alpha: +0.1pt. It's a gauge of who owns the name, not just how many.
Among the 19 tracked institutional investors we monitor, ELV (ELEVANCE HEALTH INC FORMERLY) is held with a combined value of $30.26B across 80,393,094 shares. The largest holder is VANGUARD GROUP INC with a position worth $8.07B (0.12% of their portfolio). 11 funds increased their holdings. 7 funds reduced their position.
Total Institutional Value
$30.26B
Total Shares Held
80,393,094
Institutional Holders
19
% of Shares Outstanding
37.1%
of 216.87M shares · SEC 2026-07-10
Days to Cover
5.7-3.2%
5.41M shares short · FINRA 2026-08-14
Tracked 13F institutions hold 37.1% of ELV's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-07-10), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
2
$615.21K
2
$209.43K
Total Transactions
4
Last 12 months
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Jul 17, 2026 | RAMIRO G PERU | P | Purchase | 1,000 | $366.05K |
| Jul 17, 2026 | GAIL BOUDREAUX | P | Purchase | 680 | $249.16K |
| Jun 12, 2026 | Ronald W Penczek | S | Sale | 369 | $148.77K |
| Jun 11, 2026 | Robert L Dixon JR | S | Sale | 151 | $60.67K |
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $8.07B | 0.12% | +0.1% |
| 2 | BlackRock, Inc. | $7.34B | 0.11% | -4.5% |
| 3 | STATE STREET CORP | $4.03B | 0.12% | +1.3% |
| 4 | WELLINGTON MANAGEMENT GROUP LLP | $3.56B | 0.61% | +12.0% |
| 5 | HARRIS ASSOCIATES L P | $1.90B | 2.53% | +2.7% |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | $1.55B | 0.16% | -15.4% |
| 7 | FMR LLC | $1.21B | 0.05% | +58.5% |
| 8 | Grantham, Mayo, Van Otterloo & Co. LLC | $654.22M | 1.47% | -12.7% |
| 9 | BAUPOST GROUP LLC/MA | $493.14M | 9.11% | - |
| 10 | BAILLIE GIFFORD & CO | $418.92M | 0.38% | -7.6% |
| Member | Type | Date |
|---|---|---|
| Alan Armstrong | Buy | Mar 27, 2026 |
| Markwayne Mullin | Buy | Dec 29, 2025 |
| Lisa McClain | Sell | Aug 13, 2025 |
| Gilbert Cisneros | Buy |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of ELV with a position worth $8.07B, representing 0.12% of their portfolio. In total, 19 institutional investors hold ELV with a combined value of $30.26B.
Institutional investors hold $30.26B worth of ELV stock across 19 positions. The largest institutional holder is VANGUARD GROUP INC with $8.07B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For ELV, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their ELV positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Aug 5, 2025 |
| Lisa McClain | Buy | Jul 10, 2025 |
| Lisa McClain | Buy | Jun 24, 2025 |
| Gilbert Cisneros | Sell | May 30, 2025 |
| Rob Bresnahan | Sell | May 15, 2025 |
Showing 8 of 24. STOCK Act disclosures lag up to 45 days.
Last Close
$401.94
2026-09-08
YTD
+13.5%
83% of 52-week range