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Elevance Health (ELV) Institutional Ownership

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$276.87 -25.58 (-8.46%)
Closing price 03:59 PM Eastern
Extended Trading
$277.02 +0.15 (+0.06%)
As of 05:28 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)
1130
Total
Institutional Inflows
(last 12 months)
$15.32B
Number of
Institutional Sellers
(last 12 months)
874
Total
Institutional Outflows
(last 12 months)
$10.03B
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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
7/18/2025Impact Capital Partners LLC1,048$408K0.1%+8.9%0.000%
7/18/2025Community Bank & Trust Waco Texas13,005$5.06M1.1%-0.7%0.006%
7/18/2025OLD Point Trust & Financial Services N A1,707$664K0.3%+8.9%0.001%
7/18/2025PFG Investments LLC1,408$548K0.0%+5.2%0.001%
7/18/2025Victrix Investment Advisors887$345K0.2%N/A0.000%
7/18/2025PBMares Wealth Management LLC858$334K0.1%+12.6%0.000%
7/18/2025Truist Financial Corp212,710$82.74M0.1%-19.4%0.094%
7/17/2025Trivium Point Advisory LLC629$245K0.0%+12.9%0.000%
7/17/2025Greenleaf Trust5,960$2.32M0.0%-13.2%0.003%
7/17/2025 Capital Investment Advisors LLC776$302K0.0%-5.6%0.000%
7/17/2025Raleigh Capital Management Inc.278$108K0.0%+24.7%0.000%
7/17/2025Asio Capital LLC15,371$5.98M1.0%+7.1%0.007%
7/17/2025HB Wealth Management LLC21,747$8.46M0.1%+8.1%0.010%
7/17/2025Janney Montgomery Scott LLC48,049$18.69M0.0%+0.6%0.021%
7/17/2025Oakworth Capital Inc.245$95K0.0%-27.5%0.000%
7/17/2025Archford Capital Strategies LLC1,109$431K0.1%-22.0%0.000%
7/17/2025Moss Adams Wealth Advisors LLC1,264$492K0.0%+49.1%0.001%
7/17/2025GC Wealth Management RIA LLC2,635$1.03M0.1%+319.6%0.001%
7/17/2025Generate Investment Management Ltd98,052$38.14M2.1%+164.4%0.043%
7/17/2025First County Bank CT 720$280K0.2%-8.5%0.000%
7/17/2025Global Trust Asset Management LLC1,405$546K0.3%-7.1%0.001%
7/17/2025Smith Salley Wealth Management31,626$12.30M0.7%+3.2%0.014%
7/17/2025City Holding Co.515$200K0.0%-28.0%0.000%
7/17/2025Fort Washington Investment Advisors Inc. OH5,884$2.29M0.0%+8.4%0.003%
7/17/2025Uncommon Cents Investing LLC4,160$1.62M0.4%+12.6%0.002%
7/17/2025Blossom Wealth Management999$389K0.7%+84.3%0.000%
7/16/2025 Signaturefd LLC2,447$952K0.0%-16.4%0.001%
7/16/2025 State of Alaska Department of Revenue37,893$14.74M0.2%-4.5%0.017%
7/16/2025 Eagle Global Advisors LLC34,012$13.23M0.5%-36.1%0.015%
7/16/2025 Kathmere Capital Management LLC2,302$896K0.1%-14.0%0.001%
7/16/2025 True North Advisors LLC765$298K0.1%-79.4%0.000%
7/16/2025 ST Germain D J Co. Inc.1,458$567K0.0%+71.5%0.001%
7/16/2025 Novem Group1,743$678K0.1%+9.9%0.001%
7/16/2025 Hartford Investment Management Co.13,638$5.31M0.2%-3.8%0.006%
7/16/2025 Bank Pictet & Cie Europe AG929$361K0.0%+48.6%0.000%
7/16/2025 Banque Pictet & Cie SA27,254$10.60M0.1%-0.9%0.012%
7/16/2025 Dakota Wealth Management781$304K0.0%+32.1%0.000%
7/16/2025 MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH140,686$54.72M1.5%-13.4%0.062%
7/16/2025 Perigon Wealth Management LLC1,493$581K0.0%-63.3%0.001%
7/16/2025 Octavia Wealth Advisors LLC969$377K0.0%-7.7%0.000%
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7/16/2025 Castleview Partners LLC3,558$1.38M0.9%+12.3%0.002%
7/15/2025 Retirement Guys Formula LLC4,204$1.64M0.6%+0.9%0.002%
7/15/2025 Regatta Capital Group LLC1,041$405K0.1%+3.0%0.000%
7/15/2025 TD Private Client Wealth LLC3,548$1.38M0.0%-12.1%0.002%
7/15/2025 Public Employees Retirement System of Ohio97,740$38.02M0.1%-2.9%0.043%
7/15/2025 Ballentine Partners LLC1,211$471K0.0%-41.0%0.001%
7/15/2025 Cigna Investments Inc. New2,214$861K0.1%-4.9%0.001%
7/15/2025 High Ground Investment Management LLP242,842$94.46M19.8%+9.4%0.107%
7/15/2025 DB Fitzpatrick & Co Inc4,352$1.69M1.5%+1.1%0.002%
7/15/2025 Accurate Wealth Management LLC707$275K0.0%+4.9%0.000%
7/15/2025 Fifth Third Bancorp18,936$7.37M0.0%+14.0%0.008%
7/15/2025 Forte Capital LLC ADV745$290K0.0%+8.8%0.000%
7/15/2025 SJS Investment Consulting Inc.677$263K0.0%-5.7%0.000%
7/15/2025 Oregon Pacific Wealth Management LLC1,264$492K0.5%-4.2%0.001%
7/15/2025 Revisor Wealth Management LLC755$294K0.1%N/A0.000%
7/15/2025 Hofer & Associates. Inc3,959$1.54M1.0%-8.5%0.002%
7/15/2025 Alpha Omega Wealth Management LLC880$342K0.1%-5.7%0.000%
7/14/2025 Steigerwald Gordon & Koch Inc.45,598$17.74M1.9%+2.4%0.020%
7/14/2025 Crew Capital Management Ltd.529$206K0.1%-8.5%0.000%
7/14/2025 Opal Wealth Advisors LLC360$140K0.0%+579.2%0.000%
7/14/2025 Leonard Rickey Investment Advisors P.L.L.C.1,267$493K0.1%+6.9%0.001%
7/14/2025 Golden State Equity Partners1,226$477K0.1%+20.4%0.001%
7/14/2025 Acropolis Investment Management LLC2,317$901K0.0%-2.2%0.001%
7/14/2025 KFG Wealth Management LLC869$338K0.1%-9.7%0.000%
7/14/2025 GAMMA Investing LLC2,945$1.15M0.1%-13.1%0.001%
7/14/2025 U.S. Capital Wealth Advisors LLC589$229K0.0%+11.3%0.000%
7/14/2025 Toth Financial Advisory Corp7,150$2.78M0.3%+44.3%0.003%
7/14/2025 Tran Capital Management L.P.36,817$14.32M1.7%N/A0.016%
7/14/2025 Park Avenue Securities LLC8,708$3.39M0.0%-12.5%0.004%
7/14/2025 Sowell Financial Services LLC1,445$562K0.0%-5.8%0.001%
7/11/2025 Farther Finance Advisors LLC2,676$1.04M0.0%-4.8%0.001%
7/11/2025 Wedge Capital Management L L P NC77,703$30.22M0.5%N/A0.034%
7/11/2025 Silver Oak Securities Incorporated1,565$609K0.0%+20.1%0.001%
7/11/2025 CX Institutional1,183$460K0.0%-20.4%0.001%
7/11/2025 UMB Bank n.a.2,231$868K0.0%-22.9%0.001%
7/11/2025 BDF Gestion8,596$3.34M0.4%-9.8%0.004%
7/11/2025 Professional Advisory Services Inc.75,184$29.24M4.0%+7.2%0.033%
7/11/2025 SeaCrest Wealth Management LLC1,268$493K0.1%-48.7%0.001%
7/11/2025 Diversified Trust Co36,209$14.08M0.3%+35.3%0.016%
7/11/2025 Assenagon Asset Management S.A.380,441$147.98M0.2%+234.3%0.168%
7/11/2025 Perpetual Ltd1,462$569K0.0%-98.5%0.001%
7/11/2025 Livforsakringsbolaget Skandia Omsesidigt33,536$13.04M0.6%+19.6%0.015%
7/11/2025 IFM Investors Pty Ltd48,354$18.81M0.2%+2.5%0.021%
7/11/2025 Grove Bank & Trust3,163$1.23M0.2%+21.1%0.001%
7/10/2025 Canoe Financial LP329,656$128.22M1.8%+1.9%0.146%
7/10/2025 Moody National Bank Trust Division4,171$1.62M0.1%-8.4%0.002%
7/10/2025 YHB Investment Advisors Inc.5,470$2.13M0.2%-1.4%0.002%
7/10/2025 HF Advisory Group LLC5,384$2.09M0.8%-7.6%0.002%
7/10/2025 Rockland Trust Co.767$298K0.0%-12.1%0.000%
7/10/2025 Peoples Bank KS3,529$1.37M0.9%-4.3%0.002%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
7/10/2025 Exchange Traded Concepts LLC16,585$6.45M0.1%+88.6%0.007%
7/10/2025 Fulton Bank N.A.1,716$667K0.0%+11.4%0.001%
7/10/2025 NorthCrest Asset Manangement LLC34,319$13.35M0.4%+1.4%0.015%
7/10/2025 Wealth Enhancement Advisory Services LLC63,353$24.64M0.0%+129.8%0.028%
7/10/2025 Mn Services Vermogensbeheer B.V.84,600$32.91M0.2%-2.3%0.037%
7/10/2025 Wedmont Private Capital1,361$529K0.0%-8.2%0.001%
7/10/2025 Swedbank AB351,635$136.77M0.2%+12.1%0.156%
7/10/2025 Baader Bank Aktiengesellschaft893$345K0.0%N/A0.000%
7/10/2025 Farmers & Merchants Trust Co of Chambersburg PA923$359K0.1%-8.4%0.000%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd32,056$12.47M0.1%+6.7%0.014%
(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, 1,860 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 1,582 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: Bank Julius Baer & Co. Ltd Zurich ($83.40M), 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), and GAMMA Investing LLC ($1.48M).

How much institutional buying is happening at Elevance Health?

Institutional investors have bought a total of 36,448,479 shares in the last 24 months. This purchase volume represents approximately $15.32B in transactions.

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

Of the 874 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 Baillie Gifford & Co. ($611.82K).

How much institutional selling is happening at Elevance Health?

Institutional investors have sold a total of 24,618,616 shares in the last 24 months. This volume of shares sold represents approximately $10.03B in transactions.



This page (NYSE:ELV) was last updated on 7/18/2025 by MarketBeat.com Staff
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