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Elevance Health (ELV) Institutional Ownership

$527.54
+13.51 (+2.63%)
(As of 07/26/2024 ET)

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

Current
Institutional Ownership
Percentage
89.24%
Number of
Institutional Buyers
(last 12 months)
1019
Total
Institutional Inflows
(last 12 months)
$10.36B
Number of
Institutional Sellers
(last 12 months)
732
Total
Institutional Outflows
(last 12 months)
$7.05B
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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
7/27/2024Evolution Advisers Inc.236$127K0.1%-32.6%0.000%
7/27/2024Trajan Wealth LLC34,517$18.70M1.2%+7.3%0.015%
7/26/2024Iridian Asset Management LLC CT35,368$19.17M4.3%-10.9%0.015%
7/26/2024Detalus Advisors LLC1,807$979K0.3%+9.3%0.001%
7/26/2024Lester Murray Antman dba SimplyRich6,112$3.31M1.0%+0.9%0.003%
7/26/2024Conning Inc.1,773$961K0.0%+4.2%0.001%
7/26/2024Harbour Investments Inc.2,089$1.13M0.0%+64.9%0.001%
7/26/2024LS Investment Advisors LLC5,774$3.13M0.5%+19.3%0.002%
7/26/2024Patriot Financial Group Insurance Agency LLC4,012$2.17M0.3%+12.8%0.002%
7/26/2024AustralianSuper Pty Ltd7,898$4.28M0.0%+14.8%0.003%
7/26/2024Atomi Financial Group Inc.590$320K0.0%+7.9%0.000%
7/26/2024Cambridge Investment Research Advisors Inc.32,467$17.59M0.1%+16.4%0.014%
7/26/2024Granite Harbor Advisors Inc.3,923$2.13M1.3%+7.0%0.002%
7/26/2024Aspen Investment Management Inc1,004$544K0.3%+4.4%0.000%
7/26/2024Dearborn Partners LLC59,199$32.08M1.4%-1.1%0.026%
7/26/2024GAM Holding AG15,620$8.46M0.6%+0.3%0.007%
7/26/2024Railway Pension Investments Ltd202,627$109.80M1.3%-19.1%0.087%
7/26/2024Signature Estate & Investment Advisors LLC8,095$4.39M0.1%+4.9%0.003%
7/26/2024Allspring Global Investments Holdings LLC53,669$29.08M0.0%-37.4%0.023%
7/26/2024State of Michigan Retirement System69,051$37.42M0.2%-0.4%0.030%
7/26/2024Liontrust Investment Partners LLP51,124$27.70M0.4%-13.6%0.022%
7/26/2024 Rational Advisors LLC331$179K0.0%N/A0.000%
7/26/2024 Bailard Inc.6,157$3.34M0.1%-1.5%0.003%
7/26/2024 Verdence Capital Advisors LLC16,622$9.01M0.8%+5.0%0.007%
7/26/2024 Bank of New York Mellon Corp1,665,587$902.52M0.2%-2.6%0.718%
7/26/2024 Catalyst Financial Partners LLC892$483K0.1%+8.5%0.000%
7/26/2024 Salomon & Ludwin LLC151$82K0.0%-92.0%0.000%
7/26/2024 IMA Advisory Services Inc.4,672$2.53M0.6%N/A0.002%
7/25/2024 Cypress Capital Group501$271K0.0%-5.6%0.000%
7/25/2024 Raymond James Trust N.A.4,985$2.70M0.1%-5.0%0.002%
7/25/2024 Calamos Advisors LLC24,344$13.19M0.1%+0.8%0.010%
7/25/2024 AMG National Trust Bank4,060$2.20M0.1%-2.5%0.002%
7/25/2024 Independence Bank of Kentucky903$489K0.1%-2.2%0.000%
7/25/2024 Optas LLC407$221K0.1%N/A0.000%
7/25/2024 Pinnacle Wealth Management Advisory Group LLC2,478$1.34M0.1%+50.9%0.001%
7/25/2024 Baillie Gifford & Co.2,864,282$1.55B1.2%-1.7%1.235%
7/25/2024Fullcircle Wealth LLC1,717$879K0.4%N/A0.001%
7/25/2024 First National Bank of Hutchinson2,195$1.19M0.8%+75.9%0.001%
7/25/2024 Waterway Wealth Management LLC455$247K0.1%N/A0.000%
7/25/2024 Mn Services Vermogensbeheer B.V.92,900$50.34M0.4%-2.2%0.040%
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7/25/2024 Banque Pictet & Cie SA17,653$9.57M0.1%+6.1%0.008%
7/25/2024 Atlantic Union Bankshares Corp7,253$3.93M0.2%+1,172.5%0.003%
7/24/2024 Keynote Financial Services LLC790$428K0.4%-4.7%0.000%
7/24/2024 Retirement Systems of Alabama51,270$27.78M0.1%-1.1%0.022%
7/24/2024 Quotient Wealth Partners LLC635$344K0.0%+3.9%0.000%
7/24/2024 Herold Advisors Inc.2,450$1.33M0.3%+7.1%0.001%
7/24/2024 Van Lanschot Kempen Investment Management N.V.10,748$5.82M0.1%+36.3%0.005%
7/24/2024 Everhart Financial Group Inc.1,290$699K0.2%+15.3%0.001%
7/24/2024 Catalina Capital Group LLC1,629$883K0.3%+91.9%0.001%
7/24/2024 Sentry LLC3,179$1.72M0.3%-0.9%0.001%
7/24/2024 Leonard Rickey Investment Advisors P.L.L.C.1,015$550K0.1%+18.7%0.000%
7/24/2024 New York State Teachers Retirement System218,811$118.57M0.2%-5.9%0.094%
7/24/2024 Louisiana State Employees Retirement System13,100$7.10M0.1%-4.4%0.006%
7/24/2024 &PARTNERS3,780$2.05M0.1%+217.9%0.002%
7/23/2024 WESPAC Advisors SoCal LLC2,046$1.11M0.3%+19.4%0.001%
7/23/2024Heritage Financial Services LLC442$240K0.0%-4.9%0.000%
7/23/2024 Harbour Trust & Investment Management Co729$395K0.0%-5.2%0.000%
7/23/2024 American National Bank343$186K0.0%+8.2%0.000%
7/23/2024 Keystone Financial Services1,281$694K0.3%+14.0%0.001%
7/23/2024 Rockland Trust Co.507$275K0.0%+11.4%0.000%
7/23/2024Busey Bank1,663$901K0.0%-2.2%0.001%
7/23/2024 KG&L Capital Management LLC1,468$795K0.3%+11.0%0.001%
7/23/2024Elser Financial Planning Inc876$475K0.1%N/A0.000%
7/23/2024 Fifth Third Wealth Advisors LLC2,167$1.17M0.1%N/A0.001%
7/23/2024 MFA Wealth Advisors LLC159$86K0.0%N/A0.000%
7/22/2024 Atria Wealth Solutions Inc.5,391$2.92M0.0%+5.0%0.002%
7/22/2024 Aaron Wealth Advisors LLC770$417K0.1%+37.0%0.000%
7/22/2024 Fifth Third Bancorp23,026$12.48M0.0%-4.8%0.010%
7/22/2024 Commerzbank Aktiengesellschaft FI1,063$576K0.0%-42.8%0.000%
7/22/2024 Legacy Capital Group California Inc.579$314K0.1%-29.6%0.000%
7/22/2024 Summit Global Investments27,011$14.64M1.0%-17.5%0.012%
7/22/2024 Chevy Chase Trust Holdings LLC127,545$69.11M0.2%-2.5%0.055%
7/22/2024 Hobbs Group Advisors LLC304$165K0.1%N/A0.000%
7/22/2024Sanibel Captiva Trust Company Inc.1,491$808K0.0%+18.2%0.001%
7/22/2024 Freedom Day Solutions LLC3,292$1.78M0.6%N/A0.001%
7/22/2024 Carnegie Investment Counsel1,116$605K0.0%-17.1%0.000%
7/22/2024 Cidel Asset Management Inc.2,060$1.12M0.1%+1.7%0.001%
7/22/2024 SeaCrest Wealth Management LLC2,295$1.24M0.1%+1.4%0.001%
7/22/2024 Ninety One SA PTY Ltd31,017$16.77M2.6%-23.5%0.013%
7/22/2024 Ninety One UK Ltd869,592$471.20M1.3%-3.8%0.375%
7/20/2024 First Citizens Bank & Trust Co.23,899$12.95M0.2%+1.4%0.010%
7/20/2024 ZWJ Investment Counsel Inc.107,329$58.16M2.6%+2.1%0.046%
7/20/2024 First Horizon Advisors Inc.802$435K0.0%-8.1%0.000%
7/20/2024 Continuum Advisory LLC597$323K0.0%+11.0%0.000%
7/20/2024 Raymond James Financial Services Advisors Inc.70,451$38.17M0.1%+2.0%0.030%
7/20/2024 Milestone Asset Management LLC782$424K0.1%+8.9%0.000%
7/20/2024 Apollon Wealth Management LLC3,785$2.05M0.1%+17.1%0.002%
7/20/2024 Nisa Investment Advisors LLC87,050$47.17M0.3%-12.1%0.037%
7/20/2024 Hennion & Walsh Asset Management Inc.3,836$2.08M0.1%-37.5%0.002%
7/19/2024 Western Wealth Management LLC912$494K0.0%-2.4%0.000%
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7/19/2024 KFG Wealth Management LLC1,032$559K0.2%+7.3%0.000%
7/19/2024 Raymond James & Associates268,561$145.52M0.1%+1.8%0.116%
7/19/2024 Oakworth Capital Inc.338$183K0.0%+207.3%0.000%
7/19/2024 TCW Group Inc.59,176$32.07M0.3%+16.4%0.025%
7/19/2024 Sumitomo Mitsui Trust Holdings Inc.806,834$437.19M0.3%-4.3%0.347%
7/19/2024 Sumitomo Life Insurance Co.2,203$1.19M0.0%-10.9%0.001%
7/19/2024 Intellectus Partners LLC4,180$2.27M0.6%-8.5%0.002%
7/19/2024E&G Advisors LP530$287K0.1%+23.3%0.000%
7/19/2024 Genesee Capital Advisors LLC1,394$755K0.4%-18.7%0.001%
7/19/2024 World Equity Group Inc.3,727$2.02M0.6%-36.3%0.002%
(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, 1,647 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 ($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 1,532 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 ($4.27M), 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 198,251,646 shares in the last 24 months. This purchase volume represents approximately $94.36B in transactions.

Which Elevance Health major shareholders have been selling company stock?

Of the 855 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 ($1.74M), 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 47,109,192 shares in the last 24 months. This volume of shares sold represents approximately $21.67B in transactions.


This page (NYSE:ELV) was last updated on 7/27/2024 by MarketBeat.com Staff

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