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Elevance Health (ELV) Institutional Ownership

Elevance Health logo
$420.82 +7.17 (+1.73%)
As of 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Elevance Health (NYSE:ELV)

Current
Institutional Ownership
Percentage
89.24%
Number of
Institutional Buyers
(last 12 months)
1071
Total
Institutional Inflows
(last 12 months)
$13.36B
Number of
Institutional Sellers
(last 12 months)
820
Total
Institutional Outflows
(last 12 months)
$8.19B
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ELV Institutional Buying and Selling by Quarter

Elevance Health Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025Genus Capital Management Inc.760$331K0.0%-193.3%0.000%
4/30/2025Weil Company Inc.472$205K0.1%N/A0.000%
4/30/2025MJP Associates Inc. ADV491$213K0.0%N/A0.000%
4/30/2025Cerity Partners LLC63,769$27.74M0.1%+1.1%0.028%
4/30/2025Phillips Financial Management LLC463$201K0.0%N/A0.000%
4/30/2025Mcdonald Capital Investors Inc. CA126,461$55.01M3.5%-0.6%0.056%
4/30/2025Cornerstone Investment Partners LLC177,948$77.40M3.7%+16.9%0.079%
4/30/2025Lountzis Asset Management LLC755$312K0.1%-19.0%0.000%
4/30/2025Alps Advisors Inc.3,843$1.67M0.0%+1.1%0.002%
4/30/2025Round Rock Advisors LLC6,815$2.96M0.5%-6.6%0.003%
4/30/2025Allworth Financial LP3,905$1.67M0.0%+45.3%0.002%
4/30/2025Alpine Woods Capital Investors LLC5,082$2.21M0.6%-12.9%0.002%
4/30/2025Leavell Investment Management Inc.3,113$1.35M0.1%-30.2%0.001%
4/30/2025Iridian Asset Management LLC CT51,991$22.61M7.1%-13.6%0.023%
4/30/2025Nisa Investment Advisors LLC132,384$57.58M0.3%-33.6%0.059%
4/30/2025Moloney Securities Asset Management LLC1,709$743K0.1%-4.0%0.001%
4/30/2025Banque Pictet & Cie SA27,503$11.96M0.1%+5.1%0.012%
4/30/2025LBP AM SA2,914$1.27M0.0%N/A0.001%
4/30/2025Axxcess Wealth Management LLC1,131$492K0.0%-25.0%0.001%
4/30/2025New Mexico Educational Retirement Board10,846$4.72M0.2%-1.8%0.005%
4/30/2025Westbourne Investment Advisors Inc.14,694$6.39M2.3%+1.9%0.007%
4/30/2025Court Place Advisors LLC617$268K0.1%-7.5%0.000%
4/30/2025Rehmann Capital Advisory Group3,463$1.51M0.1%+20.3%0.002%
4/30/2025Linden Thomas Advisory Services LLC1,587$690K0.1%+4.7%0.001%
4/30/2025Greenleaf Trust6,866$2.99M0.0%+16.6%0.003%
4/30/2025Yacktman Asset Management LP342,468$148.96M2.0%+0.1%0.152%
4/30/2025Optimum Investment Advisors253$110K0.1%+68.7%0.000%
4/30/2025DekaBank Deutsche Girozentrale355,969$152.43M0.3%+3.7%0.158%
4/30/2025Personal CFO Solutions LLC499$217K0.0%N/A0.000%
4/30/2025Valeo Financial Advisors LLC4,116$1.79M0.0%+33.3%0.002%
4/30/2025M&T Bank Corp27,382$11.91M0.0%-8.8%0.012%
4/30/2025Stratos Wealth Partners LTD.2,837$1.23M0.0%-20.7%0.001%
4/30/2025Stratos Wealth Advisors LLC504$220K0.0%N/A0.000%
4/30/2025Liberty One Investment Management LLC10,661$4.64M0.5%+17.4%0.005%
4/30/2025Stratos Investment Management LLC2,599$1.13M0.1%+324.7%0.001%
4/30/2025Brown Advisory Inc.425,326$185.00M0.3%+0.3%0.188%
4/30/2025Ninety One SA PTY Ltd4,964$2.16M0.4%-12.5%0.002%
4/30/2025Ninety One UK Ltd381,316$165.86M0.5%-16.8%0.169%
4/30/2025China Universal Asset Management Co. Ltd.4,303$1.87M0.2%+38.5%0.002%
4/30/2025Beverly Hills Private Wealth LLC13,552$5.90M1.2%+14.9%0.006%
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4/30/2025Abound Financial LLC405$176K0.1%N/A0.000%
4/30/2025Crossmark Global Holdings Inc.21,703$9.44M0.2%-0.5%0.010%
4/30/2025J Hagan Capital Inc.1,268$552K0.5%N/A0.001%
4/30/2025Washington Trust Bank30,938$13.46M1.3%+5.0%0.014%
4/29/2025 U.S. Capital Wealth Advisors LLC529$230K0.0%N/A0.000%
4/29/2025 Financial Counselors Inc.1,423$619K0.0%-24.8%0.001%
4/29/2025 Callan Capital LLC1,409$613K0.0%+11.6%0.001%
4/29/2025 TD Private Client Wealth LLC4,035$1.76M0.0%+50.3%0.002%
4/29/2025 Heritage Wealth Management Inc.1,510$657K0.2%-14.2%0.001%
4/29/2025 Envestnet Asset Management Inc.573,607$249.50M0.1%+16.7%0.254%
4/29/2025 Penserra Capital Management LLC1,135$492K0.0%-32.1%0.001%
4/29/2025 Traveka Wealth LLC497$216K0.1%N/A0.000%
4/29/2025 Compass Wealth Management LLC1,268$552K0.1%-13.6%0.001%
4/29/2025 Maj Invest Holding A S446,209$194.08M7.0%-4.0%0.197%
4/29/2025 Concurrent Investment Advisors LLC2,189$952K0.0%+50.6%0.001%
4/29/2025 HM Payson & Co.626$272K0.0%-11.3%0.000%
4/29/2025 Bank of New York Mellon Corp1,405,073$611.15M0.1%-3.3%0.622%
4/29/2025 World Investment Advisors23,446$10.20M0.3%+14.2%0.010%
4/29/2025 VELA Investment Management LLC2,674$1.16M0.4%+28.9%0.001%
4/29/2025 Wayfinding Financial LLC187$81K0.0%N/A0.000%
4/29/2025 Truist Financial Corp263,768$114.73M0.2%+5.6%0.117%
4/29/2025 Impax Asset Management Group plc28,670$12.47M0.1%+12.0%0.013%
4/29/2025 Strategic Blueprint LLC460$200K0.0%N/A0.000%
4/29/2025 Brookstone Capital Management9,793$4.26M0.1%+696.2%0.004%
4/29/2025 Timber Creek Capital Management LLC10,165$4.42M1.2%+38.3%0.004%
4/29/2025 IFM Investors Pty Ltd50,132$21.81M0.2%+7.5%0.022%
4/29/2025 OneDigital Investment Advisors LLC7,668$3.34M0.0%-2.0%0.003%
4/29/2025 44 Wealth Management LLC2,840$1.24M0.5%+28.7%0.001%
4/29/2025 Silver Oak Securities Incorporated1,303$563K0.1%-27.9%0.001%
4/29/2025 Conning Inc.1,355$589K0.0%-3.3%0.001%
4/29/2025 Goelzer Investment Management Inc.824$358K0.0%+20.8%0.000%
4/29/2025 Checchi Capital Advisers LLC2,737$1.19M0.1%+1.0%0.001%
4/28/2025 North Capital Inc.83$36K0.0%N/A0.000%
4/28/2025 Barlow Wealth Partners Inc.2,280$961K0.1%+1.3%0.001%
4/28/2025 Summit Place Financial Advisors LLC542$236K0.1%N/A0.000%
4/28/2025 D.A. Davidson & CO.5,469$2.38M0.0%-0.9%0.002%
4/28/2025 Principal Financial Group Inc.266,774$116.04M0.1%-0.6%0.118%
4/28/2025 MBM Wealth Consultants LLC649$282K0.1%-15.8%0.000%
4/28/2025 Mutual Advisors LLC2,025$854K0.0%-6.4%0.001%
4/28/2025 Meritage Portfolio Management1,186$516K0.0%-7.3%0.001%
4/28/2025 ZWJ Investment Counsel Inc.122,832$53.43M2.2%+4.3%0.054%
4/28/2025 Resonant Capital Advisors LLC560$244K0.0%-6.0%0.000%
4/28/2025 Teacher Retirement System of Texas156,187$67.94M0.3%+81.9%0.069%
4/28/2025 First Horizon Advisors Inc.841$366K0.0%+17.8%0.000%
4/28/2025 Latitude Advisors LLC895$389K0.2%-4.4%0.000%
4/28/2025 Novem Group1,586$690K0.1%+44.3%0.001%
4/28/2025 Pinnacle Financial Partners Inc2,932$1.22M0.0%+1.6%0.001%
4/28/2025 Compound Global Advisors LLC984$391K2.3%-68.1%0.000%
4/28/2025 Aaron Wealth Advisors LLC653$284K0.0%N/A0.000%
4/28/2025 FSM Wealth Advisors LLC697$303K0.1%+12.4%0.000%
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4/28/2025 Coastline Trust Co6,129$2.67M0.3%-10.4%0.003%
4/28/2025 Lawson Kroeker Investment Management Inc. NE33,806$14.70M2.7%+5.4%0.015%
4/28/2025 Oregon Pacific Wealth Management LLC1,320$574K0.6%-8.4%0.001%
4/28/2025 Keybank National Association OH10,112$4.40M0.0%-2.7%0.004%
4/28/2025 DAVENPORT & Co LLC281,874$122.42M0.7%+23.6%0.125%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd30,055$13.07M0.1%+1.6%0.013%
4/28/2025 Clear Creek Financial Management LLC1,329$578K0.1%N/A0.001%
4/28/2025 Cidel Asset Management Inc.2,585$1.12M0.1%+12.5%0.001%
4/28/2025 Impact Investors Inc1,577$686K0.5%+2.4%0.001%
4/28/2025 Vontobel Holding Ltd.7,212$3.14M0.0%+17.1%0.003%
(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, 1,841 institutional investors and hedge funds held shares of Elevance Health. The most heavily invested institutionals were BlackRock Inc. ($9.06B), Vanguard Group Inc. ($7.93B), State Street Corp ($5.56B), Price T Rowe Associates Inc. MD ($3.92B), Wellington Management Group LLP ($2.34B), Geode Capital Management LLC ($1.83B), and Sanders Capital LLC ($1.73B).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 1,562 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 ($83.40M), Norges Bank ($5.93M), Envestnet Asset Management Inc. ($2.89M), Veritas Asset Management LLP ($2.33M), Wellington Management Group LLP ($2.18M), Massachusetts Financial Services Co. MA ($1.94M), and D1 Capital Partners L.P. ($1.49M).

How much institutional buying is happening at Elevance Health?

Institutional investors have bought a total of 143,943,056 shares in the last 24 months. This purchase volume represents approximately $63.72B in transactions.

Which Elevance Health major shareholders have been selling company stock?

Of the 1,149 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), FMR LLC ($4.19M), Envestnet Asset Management Inc. ($2.70M), Ameriprise Financial Inc. ($2.30M), Wellington Management Group LLP ($1.74M), Thrivent Financial for Lutherans ($1.63M), and BlackRock Inc. ($1.45M).

How much institutional selling is happening at Elevance Health?

Institutional investors have sold a total of 63,436,842 shares in the last 24 months. This volume of shares sold represents approximately $28.02B in transactions.


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This page (NYSE:ELV) was last updated on 4/30/2025 by MarketBeat.com Staff
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