Titelia

Fund shareholders of Elevance Health Inc

ISIN US0367521038 · United States · LEI 8MYN82XMYQH89CTMTH67

Fund shareholders
1,002
Of which ETFs
254 748 other funds
Value held
24.5B $ 3.2B SEK · 156M €
Share of capital
35.5 % of 216.9M shares on Jul 10, 2026

1,002 funds hold this company. This table lists the 994 that declare it in a regulatory filing. The other 8 publish their holdings in their own reports. They are not in the table.

FundSharesValueWeight in fundShare of capital
Skandia Nordamerika Exponering Skandia Fonder AB 5,28014.7M SEK0.16 %0.00 %as of Mar 31, 2026 ↗
Allspring Index Fund ALLSPRING FUNDS TRUST 5,2731.5M $0.11 %0.00 %as of Mar 31, 2026 ↗
Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds 5,2722M $0.13 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 5,1891.5M $0.11 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 70-tal Storebrand Asset Management AS 5,17014.4M SEK0.04 %0.00 %as of Mar 31, 2026 ↗
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust 5,0321.9M $0.12 %0.00 %as of Apr 30, 2026 ↗
NAA LARGE CAP VALUE SERIES New Age Alpha Variable Funds Trust 4,9331.4M $0.77 %0.00 %as of Mar 31, 2026 ↗
Value Equity Index Fund GuideStone Funds 4,8511.4M $0.27 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. 4,8411.8M $0.13 %0.00 %as of Apr 30, 2026 ↗
WisdomTree U.S. Efficient Core Fund WisdomTree Trust 4,8261.4M $0.12 %0.00 %as of Mar 31, 2026 ↗
PRAXIS VALUE INDEX FUND Praxis Mutual Funds 4,8201.4M $0.26 %0.00 %as of Mar 31, 2026 ↗
Tweedy, Browne Insider + Value ETF RBB Fund Trust 4,7961.5M $0.51 %0.00 %as of Feb 28, 2026 ↗
Invesco MSCI Global Climate 500 ETF Invesco Exchange-Traded Fund Trust II 4,7651.8M $0.12 %0.00 %as of Apr 30, 2026 ↗
Clearwater Core Equity Fund Clearwater Investment Trust 4,7561.4M $0.10 %0.00 %as of Mar 31, 2026 ↗
AGF U.S. Market Neutral Anti-Beta Fund AGF Investments Trust 4,6801.4M $0.34 %0.00 %as of Mar 31, 2026 ↗
AQR Equity Market Neutral Fund AQR Funds 4,6681.4M $0.04 %0.00 %as of Mar 31, 2026 ↗
Victory Sustainable World Fund Victory Portfolios III 4,6401.5M $0.09 %0.00 %as of Feb 28, 2026 ↗
Dana Concentrated Dividend ETF Tidal Trust I 4,6391.5M $3.28 %0.00 %as of Feb 28, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 4,6321.4M $0.11 %0.00 %as of Mar 31, 2026 ↗
Brighthouse/Wellington Balanced Portfolio Brighthouse Funds Trust II 4,6151.4M $0.12 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Global Allocation Fund JPMorgan Trust I 4,6111.7M $0.06 %0.00 %as of Apr 30, 2026 ↗
BNY Mellon Balanced Opportunity Fund BNY Mellon Investment Funds VI 4,6041.5M $0.51 %0.00 %as of Feb 28, 2026 ↗
S&P 500 Pure Value Fund Rydex Series Funds 4,5691.3M $2.23 %0.00 %as of Mar 31, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 4,5091.3M $0.22 %0.00 %as of Mar 31, 2026 ↗
FPA Queens Road Value Fund Investment Managers Series Trust III 4,5001.4M $2.68 %0.00 %as of Feb 28, 2026 ↗
Equity Series Manning & Napier Fund, Inc. 4,4961.7M $3.03 %0.00 %as of Apr 30, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 4,4931.4M $0.16 %0.00 %as of Feb 28, 2026 ↗
ActivePassive U.S. Equity ETF Trust for Professional Managers 4,4611.4M $0.06 %0.00 %as of Feb 28, 2026 ↗
Green Century Balanced Fund GREEN CENTURY FUNDS 4,4371.7M $0.44 %0.00 %as of Apr 30, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 4,4371.3M $0.25 %0.00 %as of Mar 31, 2026 ↗
BlackRock Basic Value V.I. Fund BlackRock Variable Series Funds, Inc. 4,4291.3M $0.43 %0.00 %as of Mar 31, 2026 ↗
Direxion Daily Healthcare Bull 3X Shares Direxion Shares ETF Trust 4,4021.7M $1.20 %0.00 %as of Apr 30, 2026 ↗
JNL/AQR Large Cap Defensive Style Fund JNL Series Trust 4,3941.3M $0.32 %0.00 %as of Mar 31, 2026 ↗
VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 4,3901.3M $0.14 %0.00 %as of Mar 31, 2026 ↗
Pro-Blend Conservative Term Series Manning & Napier Fund, Inc. 4,3441.6M $0.59 %0.00 %as of Apr 30, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 4,3251.3M $0.12 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar U.S. Equity ETF iShares Trust 4,3071.6M $0.13 %0.00 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 4,2891.3M $0.10 %0.00 %as of Mar 31, 2026 ↗
AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc 4,2801.3M $0.11 %0.00 %as of Mar 31, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 4,2621.2M $0.11 %0.00 %as of Mar 31, 2026 ↗
DWS Enhanced Core Equity Fund DEUTSCHE DWS INVESTMENT TRUST 4,2271.4M $0.48 %0.00 %as of Feb 28, 2026 ↗
Large Company Value Portfolio Wilshire Mutual Funds Inc 4,1851.2M $0.73 %0.00 %as of Mar 31, 2026 ↗
Institutionella Aktiefonden Stabil Nordea Funds Ab 4,09511.3M SEK0.55 %0.00 %as of Mar 31, 2026 ↗
VY(R) INVESCO GROWTH AND INCOME PORTFOLIO Voya Investors Trust 4,0651.2M $0.74 %0.00 %as of Mar 31, 2026 ↗
U.S. Socially Responsible Fund VALIC Co I 4,0611.3M $0.28 %0.00 %as of Feb 28, 2026 ↗
VictoryShares US Value Momentum ETF Victory Portfolios II 4,0381.2M $0.50 %0.00 %as of Mar 31, 2026 ↗
VictoryShares WestEnd US Sector ETF Victory Portfolios II 4,0061.2M $0.15 %0.00 %as of Mar 31, 2026 ↗
Hotchkis and Wiley Global Value Fund HOTCHKIS & WILEY FUNDS/DE/ 4,0041.2M $3.37 %0.00 %as of Mar 31, 2026 ↗
SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST 4,0031.2M $0.11 %0.00 %as of Mar 31, 2026 ↗
PSF PGIM Flexible Managed Portfolio Prudential Series Fund 4,0001.2M $0.02 %0.00 %as of Mar 31, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 3,9881.2M $0.21 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 High Income ETF ProShares Trust 3,9781.3M $0.10 %0.00 %as of Feb 28, 2026 ↗
SGI U.S. Large Cap Equity Fund RBB Fund, Inc. 3,9331.3M $0.62 %0.00 %as of Feb 28, 2026 ↗
SPP Generation 60-tal Storebrand Asset Management AS 3,92711M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
Xtrackers MSCI USA Selection Equity ETF DBX ETF Trust 3,9001.2M $0.23 %0.00 %as of Feb 27, 2026 ↗
Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust 3,8801.2M $0.15 %0.00 %as of Feb 28, 2026 ↗
iShares ESG Aware MSCI USA Value ETF iShares Trust 3,8631.2M $0.44 %0.00 %as of Feb 28, 2026 ↗
Horizon Defined Risk Fund Horizon Funds 3,8161.2M $0.12 %0.00 %as of Feb 28, 2026 ↗
BlackRock Dynamic High Income Portfolio BlackRock Funds II 3,7761.4M $0.09 %0.00 %as of Apr 30, 2026 ↗
EQ/T.Rowe Price Health Sciences Portfolio EQ Advisors Trust 3,7741.1M $0.70 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust 3,7721.4M $0.19 %0.00 %as of Apr 30, 2026 ↗
Madison Dividend Income Fund MADISON FUNDS 3,7251.4M $1.52 %0.00 %as of Apr 30, 2026 ↗
TCW Transform 500 ETF TCW ETF Trust 3,6891.4M $0.13 %0.00 %as of Apr 30, 2026 ↗
Schwab Health Care Fund SCHWAB CAPITAL TRUST 3,6731.4M $0.22 %0.00 %as of Apr 30, 2026 ↗
Dynamic Allocation Fund Meeder Funds 3,6721.1M $0.21 %0.00 %as of Mar 31, 2026 ↗
PIMCO RAFI ESG U.S. ETF PIMCO Equity Series 3,6331.1M $0.84 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST 3,6321.2M $0.05 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 3,5811.1M $0.11 %0.00 %as of Feb 28, 2026 ↗
EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust 3,5571M $0.06 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 3,5401M $0.10 %0.00 %as of Mar 31, 2026 ↗
PIMCO RAE US Fund PIMCO Equity Series 3,5271M $0.08 %0.00 %as of Mar 31, 2026 ↗
Penn Series Index 500 Fund Penn Series Funds Inc 3,4851M $0.12 %0.00 %as of Mar 31, 2026 ↗
First Trust Active Factor Large Cap ETF First Trust Exchange-Traded Fund VIII 3,4291.1M $0.23 %0.00 %as of Feb 28, 2026 ↗
Buffalo Growth & Income Fund Buffalo Funds 3,375988K $0.59 %0.00 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 3,310969K $0.12 %0.00 %as of Mar 31, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 3,308968.4K $0.14 %0.00 %as of Mar 31, 2026 ↗
TSW Large Cap Value Fund Perpetual Americas Funds Trust 3,300966.1K $2.68 %0.00 %as of Mar 31, 2026 ↗
Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust 3,263955.2K $0.16 %0.00 %as of Mar 31, 2026 ↗
Storebrand Global Multifactor Storebrand Asset Management AS 3,2569.1M SEK0.68 %0.00 %as of Mar 31, 2026 ↗
Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 3,218942.1K $0.21 %0.00 %as of Mar 31, 2026 ↗
American Beacon Balanced Fund AMERICAN BEACON FUNDS 3,1781.2M $1.11 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust 3,1671M $0.06 %0.00 %as of Feb 28, 2026 ↗
Growth and Income Portfolio BNY MELLON VARIABLE INVESTMENT FUND 3,162925.7K $1.01 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,126915.1K $0.10 %0.00 %as of Mar 31, 2026 ↗
Voya Global High Dividend Low Volatility Portfolio Voya VARIABLE PORTFOLIOS INC 3,122914K $0.27 %0.00 %as of Mar 31, 2026 ↗
JNL/Morningstar U.S. Sustainability Index Fund JNL Series Trust 3,117912.5K $0.25 %0.00 %as of Mar 31, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 3,115911.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 3,111910.7K $0.31 %0.00 %as of Mar 31, 2026 ↗
Franklin U.S. Core Equity (IU) Fund Franklin Fund Allocator Series 3,1041.2M $0.10 %0.00 %as of Apr 30, 2026 ↗
Easterly Snow Long/Short Opportunity Fund James Alpha Funds Trust 3,100992K $0.91 %0.00 %as of Feb 28, 2026 ↗
AQR Large Cap Momentum Style Fund AQR Funds 3,098906.9K $0.16 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 3,083902.5K $0.10 %0.00 %as of Mar 31, 2026 ↗
Balanced Fund Meeder Funds 3,078901.1K $0.20 %0.00 %as of Mar 31, 2026 ↗
Russell Investments Global Equity ETF Russell Investments Exchange Traded Funds 3,078901.1K $0.33 %0.00 %as of Mar 31, 2026 ↗
DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 3,048892.3K $0.11 %0.00 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 2,986874.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
iShares Low Carbon Optimized MSCI ACWI ETF iShares Trust 2,9811.1M $0.10 %0.00 %as of Apr 30, 2026 ↗
ALPS | OShares U.S. Quality Dividend ETF ALPS ETF TRUST 2,923935.4K $0.12 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 2,905929.6K $0.22 %0.00 %as of Feb 28, 2026 ↗
Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust 2,877842.2K $0.11 %0.00 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Vulcan Value Partners Fund Elevation Series Trust 6.30 %as of Apr 30, 2026 ↗
Select Health Care Services Portfolio Fidelity Select Portfolios 6.13 %as of Feb 28, 2026 ↗
Cambiar Aggressive Value ETF ADVISORS' INNER CIRCLE FUND 5.70 %as of Apr 30, 2026 ↗
iShares U.S. Healthcare Providers ETF iShares Trust 4.79 %as of Mar 31, 2026 ↗
Sequoia Fund Inc Sequoia Fund Inc 4.69 %as of Mar 31, 2026 ↗
Artisan Select Equity Fund Artisan Partners Funds Inc. 4.59 %as of Mar 31, 2026 ↗
PACE Large Co Value Equity Investments PACE SELECT ADVISORS TRUST 4.38 %as of Apr 30, 2026 ↗
ARGA Value Fund ADVISORS' INNER CIRCLE III 4.04 %as of Mar 31, 2026 ↗
Cambiar Opportunity Fund ADVISORS' INNER CIRCLE FUND 3.78 %as of Apr 30, 2026 ↗
Artisan Global Value Fund Artisan Partners Funds Inc. 3.67 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2885+4875,822,809-1.9 %
2026Q1837-3077,278,530+0.5 %
2025Q4867-4076,926,585-4.4 %
2025Q3907-5080,431,611+3.1 %
2025Q2957+2478,016,742+1.0 %
2025Q1933-15977,257,678-2.4 %
2024Q41,092-1879,173,698-0.9 %
2024Q31,110+579,914,167+1.7 %
2024Q21,105+2378,601,921+7.6 %
2024Q11,082-3173,082,642-8.2 %
2023Q41,11379,587,430

Institutional managers

1,450 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.19,887,1115.8B $as of Mar 31, 2026
STATE STREET CORP10,288,6963B $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP8,228,5372.4B $as of Mar 31, 2026
Sanders Capital, LLC5,894,3031.7B $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC5,192,7071.5B $as of Mar 31, 2026
Artisan Partners Limited Partnership5,127,1751.5B $as of Mar 31, 2026
Invesco Ltd.4,817,4101.4B $as of Mar 31, 2026
HARRIS ASSOCIATES L P4,796,5261.4B $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/4,746,5851.4M $as of Mar 31, 2026
First Eagle Investment Management, LLC4,132,2911.2B $as of Mar 31, 2026
Bank of New York Mellon Corp2,845,280833M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/2,718,766795.9M $as of Mar 31, 2026
Amundi2,693,664788.6M $as of Mar 31, 2026
MORGAN STANLEY2,629,104769.7M $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,518,615737.3M $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/2,236,129657.3M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC2,191,563641.6M $as of Mar 31, 2026
NORTHERN TRUST CORP2,158,025631.8M $as of Mar 31, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE2,078,364608.4M $as of Mar 31, 2026
FMR LLC1,975,719578.4M $as of Mar 31, 2026
Nuveen, LLC1,960,705574M $as of Mar 31, 2026
Grantham, Mayo, Van Otterloo & Co. LLC1,938,276564.3M $as of Mar 31, 2026
Legal & General Group Plc1,882,311551M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,770,495518.3M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,645,787481.7M $as of Mar 31, 2026

Declared shareholders of Elevance Health Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Capital Management 7.13 %16,601,224as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Elevance Health Inc

464 funds declare 2,060 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD TOTAL BOND MARKET INDEX FUND36423M $as of Mar 31, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND33405.3M $as of Mar 31, 2026
Dodge & Cox Income Fund6328.1M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND12275.3M $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND5212.1M $as of Apr 30, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF23184.8M $as of Feb 28, 2026
iShares Core U.S. Aggregate Bond ETF35136.8M $as of Feb 28, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND7133.7M $as of Feb 28, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND5114M $as of Apr 30, 2026
Dimensional Core Fixed Income ETF1694M $as of Apr 30, 2026
PIMCO Long Duration Credit Bond Portfolio1286.1M $as of Mar 31, 2026
VANGUARD ULTRA-SHORT-TERM BOND FUND481.6M $as of Apr 30, 2026
Fidelity U.S. Bond Index Fund1380.1M $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND878.3M $as of Mar 31, 2026
TCW METWEST TOTAL RETURN BOND FUND470.5M $as of Mar 31, 2026
Loomis Sayles Investment Grade Bond Fund270.2M $as of Mar 31, 2026
Bridge Builder Core Plus Bond Fund663.9M $as of Mar 31, 2026
VANGUARD INSTITUTIONAL INTERMEDIATE-TERM BOND FUND562M $as of Mar 31, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF1161.1M $as of Feb 28, 2026
Bond Fund of America760.8M $as of Mar 31, 2026
iShares Broad USD Investment Grade Corporate Bond ETF3658.3M $as of Feb 28, 2026
VANGUARD SHORT-TERM BOND INDEX FUND758M $as of Mar 31, 2026
PIMCO Short Asset Portfolio357.5M $as of Mar 31, 2026
DFA Investment Grade Portfolio650.1M $as of Apr 30, 2026
VANGUARD LONG-TERM CORPORATE BOND INDEX FUND1449.9M $as of Feb 28, 2026
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Titelia. "Fund shareholders of Elevance Health Inc". https://titelia.com/en/stocks/elevance-health-inc-US0367521038