Elevance Health (ELV) Institutional Ownership

$538.19
-0.99 (-0.18%)
(As of 10:15 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)
993
Total
Institutional Inflows
(last 12 months)
$48.43B
Number of
Institutional Sellers
(last 12 months)
737
Total
Institutional Outflows
(last 12 months)
$7.32B
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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
5/11/2024 Bahl & Gaynor Inc.399$207K0.0%N/A0.000%
5/11/2024 Covestor Ltd493$256K0.2%+14.1%0.000%
5/11/2024 Cynosure Group LLC621$322K0.1%N/A0.000%
5/11/2024 Hillsdale Investment Management Inc.1,934$1.00M0.1%-16.8%0.001%
5/11/2024 Edgestream Partners L.P.1,346$698K0.0%N/A0.001%
5/10/2024 Ontario Teachers Pension Plan Board5,833$3.03M0.0%-28.7%0.003%
5/10/2024 Osaic Holdings Inc.39,610$20.55M0.0%-34.8%0.017%
5/10/2024 Acadian Asset Management LLC32,453$16.82M0.1%-40.6%0.014%
5/10/2024 TIAA Trust National Association9,117$4.73M0.0%-2.9%0.004%
5/10/2024 Vanguard Group Inc.21,231,709$11.01B0.2%+0.0%9.135%
5/10/2024 Cornerstone Advisors LLC12,000$6.22M0.3%+1.7%0.005%
5/10/2024 Intech Investment Management LLC17,680$9.17M0.1%-72.5%0.008%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp455,993$236.25M0.5%-8.7%0.196%
5/10/2024 Te Ahumairangi Investment Management Ltd7,893$4.09M0.7%+51.0%0.003%
5/10/2024 First Foundation Advisors1,273$660K0.0%-19.4%0.001%
5/10/2024 Pinkerton Retirement Specialists LLC5,596$2.90M0.5%-1.8%0.002%
5/10/2024 M&G Plc391,886$203.39M1.2%N/A0.169%
5/10/2024 Banco Santander S.A.40,254$20.87M0.3%-11.0%0.017%
5/10/2024 Tocqueville Asset Management L.P.8,691$4.51M0.1%-1.7%0.004%
5/10/2024 1ST Source Bank2,005$1.04M0.1%-9.8%0.001%
5/10/2024 Cumberland Partners Ltd18,607$9.65M0.7%-36.9%0.008%
5/9/2024 Barden Capital Management Inc.4,128$2.14M2.1%-58.3%0.002%
5/9/2024 Dorsey & Whitney Trust CO LLC3,368$1.75M0.1%-2.5%0.001%
5/9/2024 Brighton Jones LLC3,986$2.07M0.1%+1.0%0.002%
5/9/2024 Trillium Asset Management LLC87,066$45.15M1.1%+0.1%0.037%
5/9/2024 ProVise Management Group LLC20,769$10.77M0.9%+9.5%0.009%
5/9/2024 Orion Portfolio Solutions LLC11,235$5.83M0.1%+25.2%0.005%
5/9/2024 Blair William & Co. IL12,134$6.29M0.0%+119.7%0.005%
5/9/2024 HBK Sorce Advisory LLC716$371K0.0%-7.1%0.000%
5/9/2024 Kingsview Wealth Management LLC16,247$8.43M0.2%+5.0%0.007%
5/9/2024 First Eagle Investment Management LLC1,782,575$924.34M2.1%+0.2%0.767%
5/9/2024 SageView Advisory Group LLC871$452K0.0%-38.5%0.000%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.280,555$145.48M0.2%+20.7%0.121%
5/9/2024 Souders Financial Advisors2,319$1.20M0.2%-1.9%0.001%
5/9/2024 Foundry Partners LLC41,436$21.49M1.1%+3.1%0.018%
5/9/2024 Angeles Wealth Management LLC684$355K0.0%N/A0.000%
5/9/2024 State Board of Administration of Florida Retirement System262,653$136.20M0.3%+4.2%0.113%
5/9/2024 BHK Investment Advisors LLC898$466K0.2%+63.9%0.000%
5/9/2024 TD Asset Management Inc267,061$138.48M0.1%-3.7%0.115%
5/9/2024 Dearborn Partners LLC59,874$31.05M1.3%-25.5%0.026%
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5/9/2024 Pettyjohn Wood & White Inc.4,620$2.40M0.5%+1.6%0.002%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.166,095$86.13M0.2%-49.7%0.071%
5/8/2024 Edmond DE Rothschild Holding S.A.34,839$18.07M0.3%-20.6%0.015%
5/8/2024 Cozad Asset Management Inc.844$438K0.0%+12.1%0.000%
5/8/2024 Bleakley Financial Group LLC24,308$12.60M0.4%+445.3%0.010%
5/8/2024 Great Diamond Partners LLC1,307$678K0.2%-2.0%0.001%
5/8/2024 Locust Wood Capital Advisers LLC289,814$150.28M5.4%+1.3%0.125%
5/8/2024 ProShare Advisors LLC34,481$17.88M0.0%-2.4%0.015%
5/8/2024 Cognios Beta Neutral Large Cap Fund LP865$449K0.6%-13.9%0.000%
5/8/2024 Commonwealth of Pennsylvania Public School Empls Retrmt SYS51,580$26.75M0.2%+0.2%0.022%
5/8/2024 Avantax Advisory Services Inc.5,663$2.94M0.0%+1.8%0.002%
5/8/2024 US Bancorp DE59,931$31.08M0.0%-0.9%0.026%
5/8/2024 Hohimer Wealth Management LLC2,052$1.06M0.2%+1.9%0.001%
5/8/2024 Russell Investments Group Ltd.646,574$335.42M0.5%+5.9%0.278%
5/8/2024 QRG Capital Management Inc.78,909$40.92M0.5%+28.9%0.034%
5/8/2024 Headlands Technologies LLC824$427K0.1%+1,044.4%0.000%
5/8/2024 Inspire Investing LLC852$442K0.0%-9.7%0.000%
5/8/2024 Thoroughbred Financial Services LLC950$492K0.0%-58.5%0.000%
5/7/2024 Meeder Advisory Services Inc.3,111$1.61M0.2%+2.7%0.001%
5/7/2024 Meeder Asset Management Inc.42,048$21.80M1.4%+128.8%0.018%
5/7/2024 NorthRock Partners LLC1,313$681K0.1%+16.2%0.001%
5/7/2024 Sei Investments Co.112,359$58.27M0.1%+4.8%0.048%
5/7/2024 Bedel Financial Consulting Inc.1,247$647K0.1%+1.6%0.001%
5/7/2024 Montag A & Associates Inc.745$386K0.0%-2.6%0.000%
5/7/2024 Horizon Investment Services LLC4,313$2.24M1.1%+1.5%0.002%
5/7/2024 KCM Investment Advisors LLC13,294$6.89M0.3%+1.3%0.006%
5/7/2024 Swiss National Bank703,600$364.85M0.3%-4.5%0.303%
5/7/2024 Forsta AP Fonden70,700$36.66M0.3%+2.9%0.030%
5/7/2024 Highland Capital Management LLC1,200$622K0.0%-93.5%0.001%
5/7/2024 Illinois Municipal Retirement Fund40,356$20.93M0.3%-5.6%0.017%
5/7/2024 Capital Wealth Planning LLC386$200K0.0%N/A0.000%
5/7/2024 Oppenheimer Asset Management Inc.5,194$2.69M0.0%-43.5%0.002%
5/7/2024 Oppenheimer & Co. Inc.6,001$3.11M0.1%+5.0%0.003%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,585$822K0.0%N/A0.001%
5/7/2024 Brooklyn 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%
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5/4/2024 Valley Wealth Managers Inc.39,953$20.72M1.6%-4.1%0.017%
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%
(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, 1,614 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 ($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 1,500 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 200,959,263 shares in the last 24 months. This purchase volume represents approximately $95.64B in transactions.

Which Elevance Health major shareholders have been selling company stock?

Of the 837 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 46,826,537 shares in the last 24 months. This volume of shares sold represents approximately $21.48B in transactions.


This page (NYSE:ELV) was last updated on 5/13/2024 by MarketBeat.com Staff

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