Vault-13

ELEVANCE HEALTH INC ELV

COM · Common Stock · CUSIP 036752103 · ISIN US0367521038

American healthcare company

1,547 institutional holders +98 vs Q3 2022
212,355,473212.4m shares reported held*
89.4% of all shares outstanding*
$108.5bnreported value*
137 new 536 added 563 reduced 88 sold out net sold ≈ $2.8bn (-5.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($293.1m this quarter). Holder counts are more reliable. Shares outstanding: 237.5m as of 2023-02-01, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $510.97. Options: 34 managers hold calls ($587.2m notional), 36 hold puts ($666.9m).

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

01k2kQ3 22: 1,449Q4 22: 1,5471,547Q3 22Q4 22
Numbers
QuarterHolders
Q3 20221,449
Q4 20221,547

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200m$400m$600m$800mQ3 22 calls: $615.1mQ3 22 puts: $647.5mQ3 22P/C 1.05Q4 22 calls: $587.2mQ4 22 puts: $666.9mQ4 22P/C 1.14
Numbers
QuarterCallsPutsP/C
Q3 2022$615.1m$647.5m1.05
Q4 2022$587.2m$666.9m1.14

Biggest buyers

PRICE T ROWE ASSOCIATES INC /MD/ Added +1,979,665+2.0m
GQG Partners LLC New +970,569+970.6k
Amundi Added +524,419+524.4k
BlackRock Inc. Added +506,029+506.0k
MORGAN STANLEY Added +465,102+465.1k
CITADEL ADVISORS LLC Added +392,973+393.0k
MARSHALL WACE, LLP New +366,649+366.6k
APG Asset Management N.V. Added +245,458+245.5k
VANGUARD GROUP INC Added +239,661+239.7k
STATE STREET CORP Added +221,359+221.4k

Biggest sellers

Sanders Capital, LLC Reduced -4,047,857-4.0m
Capital International Investors Reduced -1,188,375-1.2m
BANK OF AMERICA CORP /DE/ Reduced -904,802-904.8k
JANUS HENDERSON GROUP PLC Reduced -558,086-558.1k
VIKING GLOBAL INVESTORS LP Reduced -464,665-464.7k
EAGLE CAPITAL MANAGEMENT LLC Reduced -434,173-434.2k
Invesco Ltd. Reduced -422,994-423.0k
WELLINGTON MANAGEMENT GROUP LLP Reduced -418,973-419.0k
Capital World Investors Sold out -398,294-398.3k
Brave Warrior Advisors, LLC Reduced -317,456-317.5k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $157.1m306.2k shares
CITADEL ADVISORS LLC Reduced $142.6m277.9k shares
MILLENNIUM MANAGEMENT LLC Added $104.3m203.3k shares
JANE STREET GROUP, LLC Reduced $42.2m82.2k shares
UBS Group AG Added $22.3m43.5k shares
SIMPLEX TRADING, LLC Added $21.0m40.9k shares
Eversept Partners, LP New $14.4m28.0k shares
WOLVERINE TRADING, LLC Added $13.2m25.7k shares
GROUP ONE TRADING LLC Reduced $11.1m21.7k shares
CITIGROUP INC Added $11.1m21.6k shares

Biggest puts

MILLENNIUM MANAGEMENT LLC Added $145.1m282.9k shares
CITADEL ADVISORS LLC Reduced $144.7m282.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $128.4m250.3k shares
UBS Group AG Added $45.9m89.5k shares
Parallax Volatility Advisers, L.P. Reduced $35.5m69.2k shares
CAPSTONE INVESTMENT ADVISORS, LLC Added $23.0m44.8k shares
JANE STREET GROUP, LLC Reduced $22.4m43.7k shares
IMC-Chicago, LLC New $21.9m42.6k shares
WOLVERINE TRADING, LLC Added $12.0m23.3k shares
PURA VIDA INVESTMENTS, LLC Reduced $10.3m20.0k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution filed 2025-04-17 7.8% 17.7m≈ $6.8bn 2025-04-17
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 7.1% new 16.6m≈ $6.4bn 2026-04-29

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)

Insider purchases and sales in Q4 2022

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q1 21: 0 buyingQ1 21: 0 sellingQ2 21: 0 buyingQ2 21: 0 sellingQ2 21Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 0 buyingQ4 21: 1 sellingQ4 21Q1 22: 0 buyingQ1 22: 2 sellingQ2 22: 0 buyingQ2 22: 3 sellingQ2 22Q3 22: 0 buyingQ3 22: 0 sellingQ4 22: 0 buyingQ4 22: 0 sellingQ4 22
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20210—0——
Q2 20210—0——
Q3 20210—0——
Q4 20210—1$501.4k—
Q1 20220—2$10.5m—
Q2 20220—3$3.8m—
Q3 20220—0——
Q4 20220—0——

None reported in Q4 2022.

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.35% of their portfolio New York, NY 21,555,40421.6m $11.1bn $11.1bn 0.35% Added +506.0k +506,029
2 VANGUARD GROUP INC 0.30% of their portfolio Valley Forge, PA 21,473,44421.5m $11.0bn $11.0bn 0.30% Added +239.7k +239,661
3 PRICE T ROWE ASSOCIATES INC /MD/ 1.05% of their portfolio BALTIMORE, MD 12,725,55612.7m $6.5bn $6.5bn 1.05% Added +2.0m +1,979,665
4 STATE STREET CORP 0.33% of their portfolio BOSTON, MA 11,026,98311.0m $5.7bn $5.7bn 0.33% Added +221.4k +221,359
5 WELLINGTON MANAGEMENT GROUP LLP 0.90% of their portfolio Boston, MA 8,782,0658.8m $4.5bn $4.5bn 0.90% Reduced -419.0k -418,973
6 FMR LLC 0.32% of their portfolio BOSTON, MA 6,254,1026.3m $3.2bn $3.2bn 0.32% Reduced -269.1k -269,117
7 Capital International Investors 0.75% of their portfolio Los Angeles, CA 5,482,3785.5m $2.8bn $2.8bn 0.75% Reduced -1.2m -1,188,375
8 GEODE CAPITAL MANAGEMENT, LLC 0.30% of their portfolio BOSTON, MA 4,219,2114.2m $2.2bn $2.2bn 0.30% Added +12.3k +12,281
9 Sanders Capital, LLC 5.22% of their portfolio West Palm Beach, FL 3,881,7773.9m $2.0bn $2.0bn 5.22% Reduced -4.0m -4,047,857
10 BAILLIE GIFFORD & CO 2.02% of their portfolio EDINBURGH, X0 3,776,0423.8m $1.9bn $1.9bn 2.02% Reduced -198.7k -198,729
11 BANK OF AMERICA CORP /DE/ 0.21% of their portfolio CHARLOTTE, NC 3,270,3403.3m $1.7bn $1.7bn 0.21% Reduced -904.8k -904,802
12 AMERIPRISE FINANCIAL INC 0.56% of their portfolio MINNEAPOLIS, MN 3,208,3243.2m $1.6bn $1.6bn 0.56% Added +171.7k +171,654
13 Nuveen Asset Management, LLC 0.62% of their portfolio CHICAGO, IL 3,142,2813.1m $1.6bn $1.6bn 0.62% Reduced -203.8k -203,783
14 MORGAN STANLEY 0.17% of their portfolio NEW YORK, NY 2,943,2052.9m $1.5bn $1.5bn 0.17% Added +465.1k +465,102
15 ALLIANCEBERNSTEIN L.P. 0.58% of their portfolio NASHVILLE, TN 2,506,8142.5m $1.3bn $1.3bn 0.58% Reduced -122.3k -122,264
16 NORGES BANK 0.30% of their portfolio OSLO, Q8 2,443,0492.4m $1.3bn $1.3bn 0.30% Added +158.7k +158,748
17 NORTHERN TRUST CORP 0.26% of their portfolio CHICAGO, IL 2,429,8532.4m $1.2bn $1.2bn 0.26% Reduced -9.1k -9,137
18 Artisan Partners Limited Partnership 2.19% of their portfolio Milwaukee, WI 2,407,1432.4m $1.2bn $1.2bn 2.19% Reduced -207.5k -207,510
19 Invesco Ltd. 0.36% of their portfolio ATLANTA, GA 2,401,2562.4m $1.2bn $1.2bn 0.36% Reduced -423.0k -422,994
20 JPMORGAN CHASE & CO 0.16% of their portfolio NEW YORK, NY 2,222,8422.2m $1.1bn $1.1bn 0.16% Reduced -113.2k -113,218
21 Bank of New York Mellon Corp 0.25% of their portfolio NEW YORK, NY 2,138,7822.1m $1.1bn $1.1bn 0.25% Added +105.7k +105,655
22 DIMENSIONAL FUND ADVISORS LP 0.38% of their portfolio AUSTIN, TX 2,091,8042.1m $1.1bn $1.1bn 0.38% Reduced -127.7k -127,658
23 GOLDMAN SACHS GROUP INC 0.30% of their portfolio NEW YORK, NY 2,058,5342.1m $1.1bn $1.1bn 0.30% Reduced -168.3k -168,336
24 VIKING GLOBAL INVESTORS LP 4.81% of their portfolio STAMFORD, CT 1,872,1761.9m $960.4m $960.4m 4.81% Reduced -464.7k -464,665
25 Legal & General Group Plc 0.36% of their portfolio London, X0 1,841,2891.8m $944.5m $944.5m 0.36% Reduced -58.5k -58,479
26 Amundi 0.48% of their portfolio Paris, I0 1,837,5331.8m $883.0m $883.0m 0.48% Added +524.4k +524,419
27 First Eagle Investment Management, LLC 2.53% of their portfolio NEW YORK, NY 1,790,5011.8m $918.5m $918.5m 2.53% Reduced -49.4k -49,429
28 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.44% of their portfolio NEW YORK, NY 1,627,9381.6m $835.1m $835.1m 0.44% Added +39.8k +39,803
29 NORDEA INVESTMENT MANAGEMENT AB 1.24% of their portfolio STOCKHOLM, V7 1,559,6331.6m $796.6m $796.6m 1.24% Reduced -49.3k -49,310
30 BARROW HANLEY MEWHINNEY & STRAUSS LLC 2.80% of their portfolio DALLAS, TX 1,452,6361.5m $745.2m $745.2m 2.80% Reduced -54.4k -54,426
31 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.24% of their portfolio SAN FRANCISCO, CA 1,444,0421.4m $740.8m $740.8m 0.24% Added +26.2k +26,167
32 Newport Trust Company, LLC 1.84% of their portfolio Washington, DC 1,290,2601.3m $661.9m $661.9m 1.84% Reduced -16.1k -16,089
33 SCHRODER INVESTMENT MANAGEMENT GROUP 0.95% of their portfolio London, X0 1,170,2161.2m $600.3m $600.3m 0.95% Reduced -22.6k -22,601
34 EdgePoint Investment Group Inc. 6.25% of their portfolio TORONTO, A6 1,142,8911.1m $586.3m $586.3m 6.25% Reduced -60.3k -60,271
35 DEUTSCHE BANK AG\ 0.30% of their portfolio FRANKFURT AM MAIN, 2M 1,017,0711.0m $521.7m $521.7m 0.30% Added +71.6k +71,648
36 ROYAL BANK OF CANADA 0.16% of their portfolio TORONTO, A6 1,012,4141.0m $519.3m $519.3m 0.16% Added +54.4k +54,435
37 Sumitomo Mitsui Trust Group, Inc. 0.40% of their portfolio CHIYODA-KU, TOKYO, M0 989,625989.6k $507.6m $507.6m 0.40% Reduced -43.2k -43,243
38 Swiss National Bank 0.36% of their portfolio ZURICH, V8 975,400975.4k $500.4m $500.4m 0.36% Reduced -69.4k -69,432
39 FRANKLIN RESOURCES INC 0.26% of their portfolio San Mateo, CA 975,245975.2k $500.3m $500.3m 0.26% Reduced -41.8k -41,758
40 GQG Partners LLC 1.35% of their portfolio FT. LAUDERDALE, FL 970,569970.6k $497.9m $497.9m 1.35% New
41 NEUBERGER BERMAN GROUP LLC 0.47% of their portfolio NEW YORK, NY 935,010935.0k $479.6m $479.6m 0.47% Added +36.0k +35,974
42 PUTNAM INVESTMENTS LLC 0.81% of their portfolio BOSTON, MA 907,824907.8k $465.7m $465.7m 0.81% Reduced -22.3k -22,328
43 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.64% of their portfolio BOSTON, MA 897,805897.8k $460.5m $460.5m 0.64% Reduced -164.1k -164,075
44 EAGLE CAPITAL MANAGEMENT LLC 2.12% of their portfolio New York, NY 872,710872.7k $447.7m $447.7m 2.12% Reduced -434.2k -434,173
45 Brave Warrior Advisors, LLC 14.10% of their portfolio New York, NY 872,415872.4k $447.5m $447.5m 14.10% Reduced -317.5k -317,456
46 Ruane, Cunniff & Goldfarb L.P. 6.62% of their portfolio New York, NY 826,523826.5k $424.0m $424.0m 6.62% Reduced -161.3k -161,334
47 FIL Ltd 0.50% of their portfolio HAMILTON, D0 804,989805.0k $412.9m $412.9m 0.50% Added +640 +640
48 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1.57% of their portfolio Los Angeles, CA 798,555798.6k $409.6m $409.6m 1.57% Reduced -279.7k -279,687
49 BARCLAYS PLC 0.35% of their portfolio LONDON, X0 780,065780.1k $400.1m $400.1m 0.35% First filing
50 CIBC Private Wealth Group LLC 0.15% of their portfolio ATLANTA, GA 728,161728.2k $45.4m $45.4m 0.15% Added +17.9k +17,934
51 FIRST TRUST ADVISORS LP 0.44% of their portfolio Wheaton, IL 720,522720.5k $369.6m $369.6m 0.44% Reduced -14.1k -14,074
52 Grantham, Mayo, Van Otterloo & Co. LLC 1.94% of their portfolio Boston, MA 708,843708.8k $363.6m $363.6m 1.94% Reduced -5.3k -5,299
53 VOYA INVESTMENT MANAGEMENT LLC 0.41% of their portfolio ATLANTA, GA 685,113685.1k $351.4m $351.4m 0.41% Added +44.2k +44,158
54 California Public Employees Retirement System 0.28% of their portfolio Sacramento, CA 646,441646.4k $331.6m $331.6m 0.28% Added +92.7k +92,656
55 Russell Investments Group, Ltd. 0.68% of their portfolio Seattle, WA 642,096642.1k $329.4m $329.4m 0.68% Added +12.2k +12,211
56 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.21% of their portfolio Toronto, A6 636,258636.3k $326.4m $326.4m 0.21% Added +23.6k +23,632
57 Mitsubishi UFJ Trust & Banking Corp 0.85% of their portfolio TOKYO, M0 636,050636.0k $326.3m $326.3m 0.85% Reduced -24.5k -24,468
58 FARALLON CAPITAL MANAGEMENT, L.L.C. 2.10% of their portfolio SAN FRANCISCO, CA 634,300634.3k $325.4m $325.4m 2.10% Reduced -167.1k -167,100
59 UBS Group AG 0.15% of their portfolio ZURICH, V8 620,086620.1k $318.1m $318.1m 0.15% Added +184.4k +184,409
60 TRUIST FINANCIAL CORP 0.55% of their portfolio CHARLOTTE, NC 609,261609.3k $312.5m $312.5m 0.55% Reduced -5.8k -5,794
61 Boston Partners 0.41% of their portfolio BOSTON, MA 593,492593.5k $304.4m $304.4m 0.41% Reduced -16.2k -16,246
62 Orbis Allan Gray Ltd 2.40% of their portfolio HamiltoN, D0 588,141588.1k $301.7m $301.7m 2.40% Reduced -112.5k -112,530
63 CITADEL ADVISORS LLC 0.34% of their portfolio MIAMI, FL 581,195581.2k $298.1m $298.1m 0.34% Added +393.0k +392,973
64 Ninety One UK Ltd 0.93% of their portfolio London, X0 562,845562.8k $288.7m $288.7m 0.93% Added +17.7k +17,741
65 Allianz Asset Management GmbH 0.62% of their portfolio MUNICH, 2M 545,776545.8k $280.0m $280.0m 0.62% Added +14.1k +14,103
66 NEW YORK STATE COMMON RETIREMENT FUND 0.37% of their portfolio ALBANY, NY 523,308523.3k $268.4m $268.4m 0.37% Added +41.2k +41,223
67 Robeco Institutional Asset Management B.V. 0.74% of their portfolio ROTTERDAM, P7 502,403502.4k $257.7m $257.7m 0.74% Reduced -204.7k -204,672
68 CREDIT SUISSE AG/ 0.27% of their portfolio ZURICH, V8 497,895497.9k $255.4m $255.4m 0.27% Added +54.8k +54,846
69 Focused Investors LLC 8.19% of their portfolio LOS ANGELES, CA 495,450495.4k $254.2m $254.2m 8.19% Reduced -23.4k -23,400
70 Thrivent Financial for Lutherans 0.65% of their portfolio Minneapolis, MN 492,138492.1k $252.5m $252.5m 0.65% Added +21.0k +21,014
71 HSBC HOLDINGS PLC 0.31% of their portfolio LONDON, X0 485,299485.3k $248.6m $248.6m 0.31% Added +147.5k +147,462
72 RHUMBLINE ADVISERS 0.33% of their portfolio BOSTON, MA 473,984474.0k $243.1m $243.1m 0.33% Added +13.3k +13,297
73 Carmignac Gestion 4.16% of their portfolio PARIS, I0 449,539449.5k $230.6m $230.6m 4.16% Reduced -29.6k -29,585
74 JANUS HENDERSON GROUP PLC 0.16% of their portfolio LONDON, X0 447,744447.7k $229.7m $229.7m 0.16% Reduced -558.1k -558,086
75 TPG GP A, LLC 4.42% of their portfolio FORT WORTH, TX 438,582438.6k $225.0m $225.0m 4.42% Reduced -187.2k -187,183
76 M&G INVESTMENT MANAGEMENT LTD 1.64% of their portfolio London, X0 433,223433.2k $222.2m $222.2m 1.64% Reduced -20.1k -20,146
77 Pendal Group Ltd 1.92% of their portfolio SYDNEY, C3 432,785432.8k $222.0m $222.0m 1.92% Reduced -38.6k -38,588
78 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.33% of their portfolio WEST SACRAMENTO, CA 411,290411.3k $211.0m $211.0m 0.33% Added +4.9k +4,905
79 BROWN ADVISORY INC 0.37% of their portfolio BALTIMORE, MD 393,131393.1k $201.7m $201.7m 0.37% Reduced -16.1k -16,053
80 YACKTMAN ASSET MANAGEMENT LP 1.98% of their portfolio AUSTIN, TX 386,700386.7k $198.4m $198.4m 1.98% Added +1.2k +1,168
81 WELLS FARGO & COMPANY/MN 0.06% of their portfolio SAN FRANCISCO, CA 369,586369.6k $189.6m $189.6m 0.06% Reduced -8.0k -8,035
82 MARSHALL WACE, LLP 0.48% of their portfolio LONDON, X0 366,649366.6k $188.1m $188.1m 0.48% New
83 National Pension Service 0.37% of their portfolio JEONJU-SI, JEOLLABUK-DO, M5 365,864365.9k $187.7m $187.7m 0.37% Added +6.7k +6,671
84 ACADIAN ASSET MANAGEMENT LLC 0.92% of their portfolio Boston, MA 363,397363.4k $186.4m $186.4m 0.92% Added +38.6k +38,566
85 STATE OF WISCONSIN INVESTMENT BOARD 0.60% of their portfolio MADISON, WI 360,826360.8k $185.1m $185.1m 0.60% Reduced -246 -246
86 BESSEMER GROUP INC 0.45% of their portfolio WOODBRIDGE, NJ 357,064357.1k $183.2m $183.2m 0.45% Reduced -35.4k -35,428
87 Railway Pension Investments Ltd 1.82% of their portfolio LONDON, X0 353,217353.2k $181.2m $181.2m 1.82% Added +800 +800
88 Clearbridge Investments, LLC 0.18% of their portfolio NEW YORK, NY 345,529345.5k $177.2m $177.2m 0.18% Reduced -9.4k -9,362
89 D. E. Shaw & Co., Inc. 0.29% of their portfolio New York, NY 338,093338.1k $173.4m $173.4m 0.29% Added +105.8k +105,776
90 1832 Asset Management L.P. 0.34% of their portfolio TORONTO, A6 326,994327.0k $167.7m $167.7m 0.34% Added +140.3k +140,256
91 DekaBank Deutsche Girozentrale 0.42% of their portfolio FRANKFURT, 2M 316,017316.0k $160.3m $160.3m 0.42% Added +31.7k +31,654
92 ENVESTNET ASSET MANAGEMENT INC 0.08% of their portfolio Berwyn, PA 314,219314.2k $161.2m $161.2m 0.08% Added +18.0k +18,005
93 APG Asset Management N.V. 0.31% of their portfolio Amsterdam, P7 313,944313.9k $161.0m $161.0m 0.31% Added +245.5k +245,458
94 Vulcan Value Partners, LLC 2.16% of their portfolio BIRMINGHAM, AL 313,598313.6k $160.6m $160.6m 2.16% Reduced -77.5k -77,455
95 CANADA LIFE ASSURANCE Co 0.42% of their portfolio WINNIPEG, A2 310,305310.3k $160.0m $160.0m 0.42% Added +36.0k +35,958
96 BANK OF MONTREAL /CAN/ 0.08% of their portfolio TORONTO, A6 308,473308.5k $158.8m $158.8m 0.08% Added +97.5k +97,472
97 TD Asset Management Inc 0.19% of their portfolio Toronto, A6 306,273306.3k $157.1m $157.1m 0.19% Added +142.6k +142,630
98 RENAISSANCE TECHNOLOGIES LLC 0.21% of their portfolio NEW YORK, NY 302,073302.1k $155.0m $155.0m 0.21% Added +3.2k +3,200
99 Man Group plc 0.54% of their portfolio LONDON, X0 294,701294.7k $151.2m $151.2m 0.54% Added +72.8k +72,849
100 AXA S.A. 0.54% of their portfolio PARIS, I0 293,289293.3k $150.4m $150.4m 0.54% Reduced -160.0k -159,989