Elevance Health (ELV) Institutional Ownership

$535.19
-0.98 (-0.18%)
(As of 09:57 AM ET)

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

Current
Institutional Ownership
Percentage
89.24%
Number of
Institutional Buyers
(last 12 months)
1032
Total
Institutional Inflows
(last 12 months)
$50.40B
Number of
Institutional Sellers
(last 12 months)
763
Total
Institutional Outflows
(last 12 months)
$9.46B
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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
5/8/2024US Bancorp DE59,931$31.08M0.0%-0.9%0.026%
5/8/2024Hohimer Wealth Management LLC2,052$1.06M0.2%+1.9%0.001%
5/8/2024Russell Investments Group Ltd.646,574$335.42M0.5%+5.9%0.278%
5/8/2024QRG Capital Management Inc.78,909$40.92M0.5%+28.9%0.034%
5/8/2024Headlands Technologies LLC824$427K0.1%+1,044.4%0.000%
5/8/2024Inspire Investing LLC852$442K0.0%-9.7%0.000%
5/8/2024Thoroughbred Financial Services LLC950$492K0.0%-58.5%0.000%
5/7/2024Meeder Advisory Services Inc.3,111$1.61M0.2%+2.7%0.001%
5/7/2024Meeder Asset Management Inc.42,048$21.80M1.4%+128.8%0.018%
5/7/2024NorthRock Partners LLC1,313$681K0.1%+16.2%0.001%
5/7/2024Sei Investments Co.112,359$58.27M0.1%+4.8%0.048%
5/7/2024Bedel Financial Consulting Inc.1,247$647K0.1%+1.6%0.001%
5/7/2024Montag A & Associates Inc.745$386K0.0%-2.6%0.000%
5/7/2024Horizon Investment Services LLC4,313$2.24M1.1%+1.5%0.002%
5/7/2024KCM Investment Advisors LLC13,294$6.89M0.3%+1.3%0.006%
5/7/2024Swiss National Bank703,600$364.85M0.3%-4.5%0.303%
5/7/2024Forsta AP Fonden70,700$36.66M0.3%+2.9%0.030%
5/7/2024Highland Capital Management LLC1,200$622K0.0%-93.5%0.001%
5/7/2024Illinois Municipal Retirement Fund40,356$20.93M0.3%-5.6%0.017%
5/7/2024Capital Wealth Planning LLC386$200K0.0%N/A0.000%
5/7/2024Oppenheimer Asset Management Inc.5,194$2.69M0.0%-43.5%0.002%
5/7/2024Oppenheimer & Co. Inc.6,001$3.11M0.1%+5.0%0.003%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,585$822K0.0%N/A0.001%
5/7/2024Brooklyn Investment Group1,515$782K0.3%+17.7%0.001%
5/7/2024 Wealthspire Advisors LLC510$264K0.0%-30.0%0.000%
5/7/2024 SG Americas Securities LLC32,584$16.90M0.1%+264.7%0.014%
5/7/2024 Metis Global Partners LLC10,856$5.63M0.2%+0.3%0.005%
5/7/2024 Empowered Funds LLC33,831$17.54M0.3%+376.6%0.015%
5/7/2024 AIA Group Ltd4,653$2.41M0.1%-14.5%0.002%
5/6/2024 Envestnet Portfolio Solutions Inc.31,289$16.23M0.1%+12.7%0.013%
5/6/2024 Empirical Finance LLC8,621$4.47M0.3%+3.4%0.004%
5/6/2024 Leuthold Group LLC15,118$7.84M0.9%-0.6%0.007%
5/6/2024 MGB Wealth Management LLC726$377K0.2%N/A0.000%
5/6/2024 Manchester Capital Management LLC875$454K0.1%+5.3%0.000%
5/6/2024 Oxbow Advisors LLC10,538$5.46M0.8%+0.6%0.005%
5/6/2024 Advisory Alpha LLC955$495K0.0%+68.1%0.000%
5/6/2024 Mitchell Capital Management Co.7,253$3.76M0.7%+0.9%0.003%
5/6/2024 Texas Permanent School Fund Corp48,571$25.19M0.2%+0.1%0.021%
5/4/2024 DAVENPORT & Co LLC244,575$126.90M0.8%-1.8%0.105%
5/4/2024 Valley Wealth Managers Inc.39,953$20.72M1.6%-4.1%0.017%
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5/4/2024 WBI Investments LLC1,567$812K0.2%N/A0.001%
5/4/2024 Commonwealth Retirement Investments LLC417$216K0.1%N/A0.000%
5/4/2024 Csenge Advisory Group3,991$2.07M0.1%-1.3%0.002%
5/3/2024 Signaturefd LLC4,268$2.21M0.0%+5.8%0.002%
5/3/2024 FDx Advisors Inc.618$320K0.0%-74.1%0.000%
5/3/2024 Catalina Capital Group LLC849$440K0.2%+85.8%0.000%
5/3/2024 Avidian Wealth Solutions LLC624$323K0.0%+13.7%0.000%
5/3/2024 Mediolanum International Funds Ltd5,686$2.96M0.0%N/A0.002%
5/3/2024 Smithbridge Asset Management Inc. DE1,532$794K0.2%-8.5%0.001%
5/3/2024 Pzena Investment Management LLC193,219$100.19M0.3%-0.2%0.083%
5/3/2024 Callan Capital LLC469$243K0.0%N/A0.000%
5/3/2024 Mcdonald Capital Investors Inc. CA134,438$69.71M4.4%-1.5%0.058%
5/3/2024 Coronation Fund Managers Ltd.189,192$98.10M2.7%+12.0%0.081%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors1,208$626K0.1%+93.3%0.001%
5/3/2024 Rehmann Capital Advisory Group2,600$1.35M0.1%+33.3%0.001%
5/3/2024 Chevy Chase Trust Holdings LLC130,776$67.81M0.2%-0.9%0.056%
5/3/2024 Commerce Bank177,364$91.97M0.6%+0.4%0.076%
5/3/2024 AA Financial Advisors LLC685$355K0.1%N/A0.000%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S87,367$45.30M0.9%+26.2%0.038%
5/3/2024 United Community Bank1,329$689K0.3%-36.8%0.001%
5/3/2024 Proficio Capital Partners LLC659$341K0.0%+4.6%0.000%
5/3/2024 Smith Salley Wealth Management28,511$14.78M1.1%-10.9%0.012%
5/3/2024 Whittier Trust Co. of Nevada Inc.38,653$20.04M0.6%+3.7%0.017%
5/3/2024 Patron Partners LLC747$387K0.2%+8.1%0.000%
5/3/2024 Whittier Trust Co.93,746$48.61M0.7%+1.6%0.040%
5/2/2024 Financial Counselors Inc.2,111$1.10M0.0%+3.1%0.001%
5/2/2024 Mutual of America Capital Management LLC33,585$17.42M0.2%+6.6%0.014%
5/2/2024 FORA Capital LLC22,686$11.76M1.0%+37.9%0.010%
5/2/2024 Wright Investors Service Inc.5,206$2.70M0.7%-6.2%0.002%
5/2/2024 Daiwa Securities Group Inc.25,498$13.22M0.1%+13.1%0.011%
5/2/2024 Graypoint LLC2,228$1.16M0.1%+12.5%0.001%
5/2/2024 Haverford Trust Co3,372$1.75M0.0%-0.6%0.001%
5/2/2024 Nordea Investment Management AB1,497,514$779.46M0.9%-8.2%0.644%
5/2/2024 Vantage Financial Partners LLC1,090$565K0.2%N/A0.000%
5/2/2024 Hosking Partners LLP112,414$58.29M2.1%-0.3%0.048%
5/2/2024 Bryn Mawr Capital Management LLC2,279$1.18M0.1%-6.6%0.001%
5/2/2024 Fidelis Capital Partners LLC2,822$1.55M0.3%+82.8%0.001%
5/2/2024 Goelzer Investment Management Inc.682$354K0.0%+8.8%0.000%
5/2/2024 BNP Paribas12,530$6.50M0.3%N/A0.005%
5/2/2024 Choreo LLC1,220$633K0.0%-1.8%0.001%
5/2/2024 Tobam1,455$754K0.1%-5.6%0.001%
5/2/2024 Tokio Marine Asset Management Co. Ltd.5,531$2.87M0.1%+10.7%0.002%
5/2/2024 Moloney Securities Asset Management LLC1,650$856K0.1%-20.6%0.001%
5/2/2024 Hollencrest Capital Management1,585$822K0.0%+3.1%0.001%
5/2/2024 Palisade Asset Management LLC54$28K0.0%N/A0.000%
5/2/2024 PDS Planning Inc1,629$845K0.1%+7.2%0.001%
5/2/2024 Iridian Asset Management LLC CT39,710$20.59M4.0%-10.6%0.017%
5/2/2024 Fortem Financial Group LLC2,420$1.26M0.6%+6.3%0.001%
5/1/2024 Resonant Capital Advisors LLC438$227K0.0%N/A0.000%
5/1/2024 Janney Montgomery Scott LLC28,453$14.75M0.0%+5.6%0.012%
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5/1/2024 Intelligence Driven Advisers LLC600$311K0.0%N/A0.000%
5/1/2024 Blue Trust Inc.1,696$879K0.0%+78.5%0.001%
5/1/2024 Centric Wealth Management1,403$742K0.2%N/A0.001%
5/1/2024 Ascent Wealth Partners LLC1,193$619K0.1%+1.8%0.001%
5/1/2024 Mirae Asset Global Investments Co. Ltd.74,216$36.02M0.1%+0.9%0.032%
5/1/2024 Baillie Gifford & Co.2,914,855$1.51B1.2%-5.6%1.254%
5/1/2024 Matisse Capital2,687$1.39M0.7%-6.9%0.001%
5/1/2024 Mission Wealth Management LP2,176$1.13M0.0%+8.6%0.001%
5/1/2024 Sequoia Financial Advisors LLC6,075$3.15M0.0%-38.8%0.003%
5/1/2024 Diversify Advisory Services LLC653$337K0.0%N/A0.000%
(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, 1,655 institutional investors and hedge funds held shares of Elevance Health. The most heavily invested institutionals were Vanguard Group Inc. ($10.01B), BlackRock Inc. ($9.06B), Price T Rowe Associates Inc. MD ($5.62B), State Street Corp ($4.88B), Wellington Management Group LLP ($2.79B), Sanders Capital LLC ($2.10B), and Geode Capital Management LLC ($1.92B).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 1,536 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 ($4.34M), Sanders Capital LLC ($4.31M), Baillie Gifford & Co. ($3.80M), Edmp Inc. ($3.38M), and Envestnet Asset Management Inc. ($3.10M).

How much institutional buying is happening at Elevance Health?

Institutional investors have bought a total of 202,262,232 shares in the last 24 months. This purchase volume represents approximately $96.26B in transactions.

Which Elevance Health major shareholders have been selling company stock?

Of the 865 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), Wellington Management Group LLP ($1.97M), FMR LLC ($1.64M), Thrivent Financial for Lutherans ($1.61M), 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 47,086,670 shares in the last 24 months. This volume of shares sold represents approximately $21.60B in transactions.


This page (NYSE:ELV) was last updated on 5/8/2024 by MarketBeat.com Staff

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