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Elevance Health (ELV) Institutional Ownership

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$393.21 -3.28 (-0.83%)
As of 01/14/2025 03:58 PM Eastern

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

Current
Institutional Ownership
Percentage
89.24%
Number of
Institutional Buyers
(last 12 months)
961
Total
Institutional Inflows
(last 12 months)
$9.65B
Number of
Institutional Sellers
(last 12 months)
654
Total
Institutional Outflows
(last 12 months)
$4.29B
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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
1/14/2025Financial Enhancement Group LLC1,172$465K0.1%+40.5%0.001%
1/14/2025Burney Co.6,840$2.52M0.1%-6.8%0.003%
1/14/2025Apella Capital LLC1,910$704K0.0%-1.3%0.001%
1/14/2025Founders Grove Wealth Partners LLC1,712$632K0.2%N/A0.001%
1/14/2025Radnor Capital Management LLC7,565$2.79M0.5%-5.3%0.003%
1/14/2025Park Avenue Securities LLC6,700$2.47M0.0%-28.0%0.003%
1/14/2025Kathmere Capital Management LLC1,085$400K0.0%N/A0.000%
1/14/2025Assenagon Asset Management S.A.231,652$85.46M0.1%-10.9%0.100%
1/14/2025Board of the Pension Protection Fund1,100$406K0.5%N/A0.000%
1/14/2025Fifth Third Wealth Advisors LLC2,353$868K0.0%+6.7%0.001%
1/14/2025Pines Wealth Management LLC566$216K0.1%N/A0.000%
1/14/2025SeaCrest Wealth Management LLC2,096$773K0.1%-10.3%0.001%
1/14/2025Accurate Wealth Management LLC641$244K0.0%-88.0%0.000%
1/14/2025Graves Light Lenhart Wealth Inc.2,936$1.08M0.1%+7.1%0.001%
1/14/2025Signal Advisors Wealth LLC797$294K0.0%+30.4%0.000%
1/14/2025Professional Financial Advisors LLC2,851$1.05M0.3%+19.8%0.001%
1/13/2025 Greenfield Savings Bank4,943$1.82M0.9%-7.3%0.002%
1/13/2025 FNY Investment Advisers LLC1,149$423K0.2%N/A0.000%
1/13/2025 First Financial Corp IN971$358K0.2%-10.9%0.000%
1/13/2025 Signet Financial Management LLC873$322K0.0%-10.0%0.000%
1/13/2025 Miracle Mile Advisors LLC1,194$440K0.0%-17.2%0.001%
1/13/2025 Claro Advisors LLC975$360K0.0%-3.1%0.000%
1/13/2025 Moody National Bank Trust Division4,694$1.73M0.2%-2.1%0.002%
1/13/2025 Wedmont Private Capital1,118$426K0.0%-52.4%0.000%
1/13/2025 Capital Investment Advisors LLC742$274K0.0%-11.7%0.000%
1/13/2025 Brookstone Capital Management1,230$454K0.0%-12.1%0.001%
1/13/2025 Fiduciary Alliance LLC4,956$1.83M0.2%+701.9%0.002%
1/13/2025 Czech National Bank50,286$18.55M0.2%+6.5%0.022%
1/10/2025 Graypoint LLC1,570$579K0.0%-42.5%0.001%
1/10/2025 Bruce G. Allen Investments LLC274$101K0.1%-13.0%0.000%
1/10/2025 Sugarloaf Wealth Management LLC272$100K0.0%-27.3%0.000%
1/10/2025 ST Germain D J Co. Inc.1,322$488K0.0%+56.3%0.001%
1/10/2025 NorthCrest Asset Manangement LLC32,214$11.88M0.4%-0.1%0.014%
1/10/2025 Wealth Enhancement Advisory Services LLC21,166$7.81M0.0%+3.6%0.009%
1/10/2025 ORG Partners LLC82$30K0.0%-31.1%0.000%
1/10/2025 Fortitude Family Office LLC302$111K0.0%-59.9%0.000%
1/8/2025 First Hawaiian Bank4,774$1.76M0.1%-25.1%0.002%
1/8/2025 Farmers Trust Co.975$360K0.1%-9.9%0.000%
1/8/2025 InvesTrust1,759$649K0.2%N/A0.001%
1/8/2025 Fulton Bank N.A.1,080$398K0.0%-4.3%0.000%
1/8/2025 Peoples Bank KS3,694$1.36M0.9%-3.4%0.002%
1/7/2025 First County Bank CT787$290K0.2%N/A0.000%
1/7/2025 Regent Peak Wealth Advisors LLC789$291K0.1%-8.7%0.000%
1/7/2025 Diversified Trust Co22,576$8.33M0.2%+13.7%0.010%
1/7/2025 Bangor Savings Bank4,688$1.73M0.2%-3.0%0.002%
1/6/2025 Fortem Financial Group LLC2,355$869K0.3%+1.9%0.001%
1/6/2025 Kozak & Associates Inc.356$132K0.0%-7.5%0.000%
1/6/2025 Pensionfund Sabic4,850$1.79M0.5%+59.0%0.002%
1/6/2025 Nordea Investment Management AB1,183,306$438.98M0.5%-4.0%0.510%
1/3/2025 Everence Capital Management Inc.7,510$2.77M0.2%-16.6%0.003%
1/3/2025 GAMMA Investing LLC1,802$665K0.1%-41.8%0.001%
1/3/2025 Versant Capital Management Inc71$26K0.0%-61.4%0.000%
12/19/2024Principal Financial Group Inc.272,649$141.78M0.1%+4.5%0.118%
12/13/2024B. Riley Wealth Advisors Inc.3,571$1.84M0.1%-10.3%0.002%
12/12/2024Brass Tax Wealth Management Inc.640$333K0.1%+44.1%0.000%
12/11/20241ST Source Bank1,976$1.03M0.1%-5.3%0.001%
12/10/2024DGS Capital Management LLC2,316$1.20M0.3%+2.6%0.001%
12/6/2024Logan Capital Management Inc.11,426$5.94M0.2%-6.6%0.005%
12/6/2024Retirement Systems of Alabama50,561$26.29M0.1%-1.4%0.022%
12/3/2024Oddo BHF Asset Management Sas20,928$10.88M0.5%N/A0.009%
11/27/2024Franklin Resources Inc.1,212,839$617.36M0.2%+16.1%0.523%
11/26/2024Peapack Gladstone Financial Corp9,687$5.04M0.1%-4.3%0.004%
11/25/2024Synovus Financial Corp8,211$4.27M0.0%+0.5%0.004%
11/25/2024Castellan Group5,169$2.69M1.1%-4.5%0.002%
11/25/2024Tidal Investments LLC10,485$5.45M0.1%+60.6%0.005%
11/25/2024Wilmington Savings Fund Society FSB4,571$2.38M0.0%N/A0.002%
11/25/2024World Investment Advisors LLC17,028$8.86M0.2%N/A0.007%
11/22/2024Stock Yards Bank & Trust Co.5,415$2.82M0.1%-14.7%0.002%
11/21/2024Anchor Investment Management LLC6,098$3.17M0.3%+22.9%0.003%
11/21/2024Tudor Financial Inc.451$235K0.1%N/A0.000%
11/21/2024Te Ahumairangi Investment Management Ltd10,508$5.43M1.0%+39.6%0.005%
11/20/2024Virtu Financial LLC5,438$2.83M0.2%N/A0.002%
11/19/2024M&T Bank Corp31,782$16.53M0.1%-49.1%0.014%
11/19/2024Unigestion Holding SA41,950$21.81M1.1%-33.1%0.018%
11/19/2024TCW Group Inc.101,640$52.85M0.5%+71.8%0.044%
11/18/2024Rehmann Capital Advisory Group2,997$1.57M0.1%+11.8%0.001%
11/18/2024TD Private Client Wealth LLC2,994$1.56M0.0%+4.5%0.001%
11/18/2024 Fortem Financial Group LLC2,311$1.20M0.5%-7.7%0.001%
11/18/2024Arete Wealth Advisors LLC757$393K0.0%-42.4%0.000%
11/18/2024Teachers Retirement System of The State of Kentucky62,395$32.45M0.3%-1.9%0.027%
11/18/2024Chiron Investment Management LLC16,121$8.38M2.9%-28.0%0.007%
11/18/2024Coldstream Capital Management Inc.4,186$2.13M0.0%+13.3%0.002%
11/16/2024Geode Capital Management LLC4,848,020$2.51B0.2%+1.8%2.090%
11/15/2024Insight Inv LLC2,713$1.41M1.2%-1.2%0.001%
11/15/2024Brophy Wealth Management LLC385$200K0.1%N/A0.000%
11/15/2024Executive Wealth Management LLC20,963$10.90M0.9%N/A0.009%
11/15/2024Raelipskie Partnership50$26K0.0%N/A0.000%
11/15/2024Continuum Advisory LLC700$364K0.0%+17.3%0.000%
11/15/2024LRI Investments LLC1,661$864K0.1%+3.4%0.001%
11/15/2024Drucker Wealth 3.0 LLC4,384$2.28M0.5%+3.3%0.002%
11/15/2024Hamilton Capital LLC514$267K0.0%+23.3%0.000%
11/15/2024Groupama Asset Managment13,440$70K0.0%+91.4%0.006%
11/15/2024Nomura Asset Management Co. Ltd.74,990$39.00M0.1%+3.7%0.032%
11/15/2024MML Investors Services LLC63,829$33.19M0.1%+3.5%0.028%
11/15/2024Dunhill Financial LLC71$37K0.0%+57.8%0.000%
11/15/2024Orion Portfolio Solutions LLC13,137$6.83M0.1%+10.9%0.006%
11/15/2024World Investment Advisors LLC248,502$129.22M0.7%N/A0.107%
11/15/2024Zacks Investment Management983$511K0.0%N/A0.000%
11/15/2024iSAM Funds UK Ltd3,352$1.74M1.0%+171.9%0.001%
11/15/2024National Bank of Canada FI26,447$13.75M0.0%-4.9%0.011%
(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, 1,779 institutional investors and hedge funds held shares of Elevance Health. The most heavily invested institutionals were Vanguard Group Inc. ($11.01B), BlackRock Inc. ($9.06B), Price T Rowe Associates Inc. MD ($6.08B), State Street Corp ($5.56B), Geode Capital Management LLC ($2.51B), FMR LLC ($2.40B), and Sanders Capital LLC ($2.40B).Learn more on ELV's institutional investors.

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

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

Which institutional investors have been buying Elevance Health stock?

Of the 1,642 institutional investors that purchased Elevance Health stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($83.48M), Price T Rowe Associates Inc. MD ($13.28M), Geode Capital Management LLC ($4.43M), Sanders Capital LLC ($4.32M), Baillie Gifford & Co. ($3.80M), Edmp Inc. ($3.38M), and Envestnet Asset Management Inc. ($3.13M).

How much institutional buying is happening at Elevance Health?

Institutional investors have bought a total of 205,505,026 shares in the last 24 months. This purchase volume represents approximately $98.18B in transactions.

Which Elevance Health major shareholders have been selling company stock?

Of the 986 institutional investors that sold Elevance Health stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Victory Capital Management Inc. ($21.38M), Envestnet Asset Management Inc. ($2.62M), FMR LLC ($1.76M), Wellington Management Group LLP ($1.74M), Thrivent Financial for Lutherans ($1.62M), BlackRock Inc. ($1.45M), and Conning Inc. ($1.25M).

How much institutional selling is happening at Elevance Health?

Institutional investors have sold a total of 49,852,121 shares in the last 24 months. This volume of shares sold represents approximately $23.11B in transactions.



This page (NYSE:ELV) was last updated on 1/15/2025 by MarketBeat.com Staff
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