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Elevance Health (ELV) Institutional Ownership

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$274.10 -8.98 (-3.17%)
Closing price 08/1/2025 03:59 PM Eastern
Extended Trading
$274.54 +0.44 (+0.16%)
As of 08/1/2025 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Elevance Health (NYSE:ELV)

Current
Institutional Ownership
Percentage
89.24%
Number of
Institutional Buyers
(last 12 months)
1130
Total
Institutional Inflows
(last 12 months)
$15.40B
Number of
Institutional Sellers
(last 12 months)
881
Total
Institutional Outflows
(last 12 months)
$10.17B
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ELV Institutional Buying and Selling by Quarter

Elevance Health Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Austin Private Wealth LLC1,816$706K0.1%-9.0%0.001%
8/1/2025James Investment Research Inc.1,880$731K0.1%-7.9%0.001%
8/1/2025New York Life Investment Management LLC34,490$13.42M0.1%-1.7%0.015%
8/1/2025Howard Capital Management Inc.1,659$645K0.0%+25.9%0.001%
8/1/2025First National Trust Co670$261K0.0%-5.2%0.000%
8/1/2025Logan Capital Management Inc.9,909$3.85M0.2%-3.4%0.004%
8/1/2025Fjarde AP Fonden Fourth Swedish National Pension Fund81,212$31.59M0.3%+73.9%0.036%
8/1/2025Advisory Alpha LLC564$220K0.0%-33.2%0.000%
8/1/2025Teacher Retirement System of Texas158,790$61.76M0.3%+1.7%0.071%
8/1/2025Y Intercept Hong Kong Ltd23,547$9.16M0.2%+2,836.0%0.010%
8/1/2025Transcend Capital Advisors LLC876$341K0.0%+6.6%0.000%
8/1/2025Bessemer Group Inc.139,220$54.15M0.1%+0.4%0.062%
8/1/2025Brookwood Investment Group LLC3,092$1.20M0.2%+540.2%0.001%
8/1/2025First Command Advisory Services Inc.223$87K0.0%+23.9%0.000%
8/1/2025Ashton Thomas Private Wealth LLC2,987$1.16M0.0%N/A0.001%
8/1/2025OVERSEA CHINESE BANKING Corp Ltd1,532$572K0.0%+114.6%0.001%
8/1/2025Envestnet Asset Management Inc.523,014$203.43M0.1%-8.8%0.232%
7/31/2025 Nisa Investment Advisors LLC82,809$32.21M0.1%-37.4%0.037%
7/31/2025 Resonant Capital Advisors LLC983$382K0.0%+75.5%0.000%
7/31/2025 Wealthfront Advisers LLC15,750$6.13M0.0%+14.9%0.007%
7/31/2025 Oppenheimer Asset Management Inc.16,547$6.44M0.1%+8.6%0.007%
7/31/2025 Atlatl Advisers LLC869$338K0.2%+17.8%0.000%
7/31/2025 Mcdonald Capital Investors Inc. CA14,149$5.50M0.3%-88.8%0.006%
7/31/2025 Optimum Investment Advisors75$29K0.0%-70.4%0.000%
7/31/2025 University of Texas Texas AM Investment Management Co.17,670$6.87M1.1%+18.9%0.008%
7/31/2025 Brighton Jones LLC3,023$1.18M0.0%-4.8%0.001%
7/31/2025 Linden Thomas Advisory Services LLC1,768$688K0.1%+11.4%0.001%
7/31/2025 Leavell Investment Management Inc.3,223$1.25M0.1%+3.5%0.001%
7/31/2025 CVA Family Office LLC621$242K0.0%+10.5%0.000%
7/31/2025 Focus Partners Advisor Solutions LLC1,301$504K0.0%-50.2%0.001%
7/31/2025 Fielder Capital Group LLC1,298$505K0.1%-13.5%0.001%
7/31/2025 State of New Jersey Common Pension Fund D76,711$29.84M0.1%-1.9%0.034%
7/31/2025 Glass Jacobson Investment Advisors llc100$39K0.0%+400.0%0.000%
7/31/2025 PKO Investment Management Joint Stock Co4,000$1.56M0.2%+11.1%0.002%
7/31/2025 Sumitomo Mitsui Trust Group Inc.935,044$363.70M0.2%+10.1%0.415%
7/31/2025 Sector Gamma AS18,779$7.30M2.4%-34.7%0.008%
7/31/2025 Moloney Securities Asset Management LLC1,501$584K0.1%-12.2%0.001%
7/31/2025 Generali Investments Towarzystwo Funduszy Inwestycyjnych700$272K0.1%+16.7%0.000%
7/31/2025 GLOBALT Investments LLC GA5,983$2.33M0.1%-5.1%0.003%
7/31/2025 Caitong International Asset Management Co. Ltd180$70K0.1%N/A0.000%
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7/31/2025 Asset Management One Co. Ltd.99,150$38.57M0.1%-0.5%0.044%
7/31/2025 FSM Wealth Advisors LLC842$328K0.1%+20.8%0.000%
7/30/2025 First Citizens Bank & Trust Co.25,878$10.07M0.2%+12.9%0.011%
7/30/2025 Paralel Advisors LLC6,143$2.39M0.1%+26.8%0.003%
7/30/2025 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA522$203K0.0%-7.8%0.000%
7/30/2025 OLD Point Trust & Financial Services N A1,707$664K0.2%+8.9%0.001%
7/30/2025 Granite Harbor Advisors Inc.4,189$1.63M0.8%-1.6%0.002%
7/30/2025 Forum Financial Management LP2,938$1.14M0.0%+2.9%0.001%
7/30/2025 Ethic Inc.39,769$15.17M0.3%+6.9%0.018%
7/30/2025 Greatmark Investment Partners Inc.28,650$11.14M1.4%+9.8%0.013%
7/30/2025 Rehmann Capital Advisory Group3,532$1.37M0.1%+2.0%0.002%
7/30/2025 Brookstone Capital Management10,299$4.01M0.1%+5.2%0.005%
7/30/2025 Jacobsen Capital Management678$264K0.1%N/A0.000%
7/30/2025 D.A. Davidson & CO.4,857$1.89M0.0%-11.2%0.002%
7/30/2025 Blume Capital Management Inc.1,825$710K0.1%-84.3%0.001%
7/30/2025 Cullen Frost Bankers Inc.21,845$8.50M0.1%+4.1%0.010%
7/30/2025 Coronation Fund Managers Ltd.137,367$53.43M2.9%N/A0.061%
7/30/2025 Fiduciary Family Office LLC1,647$641K0.2%+15.5%0.001%
7/30/2025 Greenup Street Wealth Management LLC5,960$2.32M0.4%+2.8%0.003%
7/30/2025 Whittier Trust Co. of Nevada Inc.39,120$15.22M0.3%+3.4%0.017%
7/30/2025 Whittier Trust Co.91,957$35.77M0.4%+6.2%0.041%
7/30/2025 Liberty One Investment Management LLC12,794$4.98M0.5%+20.0%0.006%
7/30/2025 Maj Invest Holding A S440,887$171.49M6.0%-1.2%0.196%
7/30/2025 Securian Asset Management Inc.11,813$4.60M0.1%-4.1%0.005%
7/30/2025 Avidian Wealth Enterprises LLC693$270K0.0%+16.5%0.000%
7/30/2025 WESPAC Advisors SoCal LLC4,244$1.65M0.4%+10.8%0.002%
7/30/2025 DekaBank Deutsche Girozentrale343,263$131.04M0.2%-3.6%0.152%
7/30/2025 Demars Financial Group LLC516$201K0.1%-99.8%0.000%
7/30/2025 Evermay Wealth Management LLC1,237$481K0.1%-4.5%0.001%
7/29/2025 Stephens Inc. AR9,599$3.73M0.1%+0.9%0.004%
7/29/2025 Beverly Hills Private Wealth LLC14,546$5.66M1.1%+7.3%0.006%
7/29/2025 Cidel Asset Management Inc.2,871$1.12M0.1%+11.1%0.001%
7/29/2025 Forvis Mazars Wealth Advisors LLC8,036$3.13M0.1%+0.6%0.004%
7/29/2025 Crux Wealth Advisors4,088$1.59M0.7%+50.6%0.002%
7/29/2025 Chicago Partners Investment Group LLC878$342K0.0%+39.6%0.000%
7/29/2025 International Assets Investment Management LLC100,109$38.94M1.9%N/A0.044%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al40,400$15.71M0.1%N/A0.018%
7/29/2025 Mutual of America Capital Management LLC25,960$10.10M0.1%-4.0%0.012%
7/29/2025 Stanley Laman Group Ltd.8,302$3.23M0.5%-7.3%0.004%
7/29/2025 Chevy Chase Trust Holdings LLC119,922$46.65M0.1%-2.2%0.053%
7/29/2025 Arista Wealth Management LLC1,380$537K0.1%N/A0.001%
7/29/2025 Stratos Wealth Partners LTD.2,019$786K0.0%-28.8%0.001%
7/29/2025 Applied Finance Capital Management LLC2,756$1.07M0.1%-14.9%0.001%
7/29/2025 Riverbend Wealth Management LLC691$269K0.2%+49.6%0.000%
7/29/2025 Compound Global Advisors LLC164$64K5.8%-83.3%0.000%
7/29/2025 Oxbow Advisors LLC12,506$4.86M0.5%+5.1%0.006%
7/29/2025 Smithbridge Asset Management Inc. DE2,441$949K0.2%-7.1%0.001%
7/29/2025 Nordea Investment Management AB795,123$307.87M0.3%-25.9%0.353%
7/29/2025 Praxis Investment Management Inc.7,380$2.87M0.2%-8.2%0.003%
7/29/2025 Harbor Asset Planning Inc.276$107K0.1%N/A0.000%
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7/29/2025 Barlow Wealth Partners Inc.19,670$7.65M0.9%+762.7%0.009%
7/29/2025 Barden Capital Management Inc.2,180$848K0.7%-2.1%0.001%
7/29/2025 Stableford Capital II LLC1,205$469K0.2%-71.7%0.001%
7/28/2025 New York State Teachers Retirement System193,453$75.25M0.2%+1.2%0.086%
7/28/2025 Rik Saylor Financial Inc.680$264K0.2%+11.5%0.000%
7/28/2025 Mutual Advisors LLC2,370$922K0.0%+17.0%0.001%
7/28/2025 Generali Asset Management SPA SGR22,477$8.74M0.2%-11.0%0.010%
7/28/2025 Ritholtz Wealth Management3,024$1.18M0.0%-1.9%0.001%
7/28/2025 Harbour Investments Inc.1,677$652K0.0%-3.6%0.001%
7/28/2025 AEGON ASSET MANAGEMENT UK Plc20,429$7.95M0.1%-16.0%0.009%
(Data available from 1/1/2016 forward)

ELV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ELV shares?

During the previous two years, 1,855 institutional investors and hedge funds held shares of Elevance Health. The most heavily invested institutionals were Vanguard Group Inc. ($9.64B), BlackRock Inc. ($9.06B), State Street Corp ($5.56B), Price T Rowe Associates Inc. MD ($3.98B), Wellington Management Group LLP ($2.52B), Geode Capital Management LLC ($1.83B), and Sanders Capital LLC ($1.73B).Learn more on Elevance Health's institutional investors.

What percentage of Elevance Health's stock is owned by institutional investors?

89.24% of Elevance Health's stock is owned by institutional investors. Learn more on ELV's institutional investor holdings.

Which institutional investors have been buying Elevance Health's stock?

Of the 1,576 institutional investors that purchased Elevance Health's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($5.93M), Veritas Asset Management LLP ($2.33M), Wellington Management Group LLP ($2.18M), Massachusetts Financial Services Co. MA ($1.94M), Nuveen LLC ($1.82M), GAMMA Investing LLC ($1.48M), and First Eagle Investment Management LLC ($1.32M).

How much institutional buying is happening at Elevance Health?

Institutional investors have bought a total of 36,810,935 shares in the last 24 months. This purchase volume represents approximately $15.40B in transactions.

Which of Elevance Health's major shareholders have been selling company stock?

Of the 878 institutional investors that sold Elevance Health's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($2.55M), Ameriprise Financial Inc. ($1.87M), Price T Rowe Associates Inc. MD ($1.48M), Voya Investment Management LLC ($698.99K), Pathway Financial Advisers LLC ($656.93K), Alliancebernstein L.P. ($614.70K), and The Manufacturers Life Insurance Company ($600.84K).

How much institutional selling is happening at Elevance Health?

Institutional investors have sold a total of 25,138,286 shares in the last 24 months. This volume of shares sold represents approximately $10.17B in transactions.



This page (NYSE:ELV) was last updated on 8/2/2025 by MarketBeat.com Staff
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