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Elevance Health (ELV) Institutional Ownership

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$336.06 -4.01 (-1.18%)
Closing price 03:59 PM Eastern
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$339.94 +3.88 (+1.15%)
As of 07:54 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)
1132
Total
Institutional Inflows
(last 12 months)
$15.48B
Number of
Institutional Sellers
(last 12 months)
871
Total
Institutional Outflows
(last 12 months)
$10.11B
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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
7/15/2025High Ground Investment Management LLP242,842$94.46M19.8%+9.4%0.107%
7/15/2025DB Fitzpatrick & Co Inc4,352$1.69M1.5%+1.1%0.002%
7/15/2025Accurate Wealth Management LLC707$275K0.0%+4.9%0.000%
7/15/2025Fifth Third Bancorp18,936$7.37M0.0%+14.0%0.008%
7/15/2025Forte Capital LLC ADV745$290K0.0%+8.8%0.000%
7/15/2025SJS Investment Consulting Inc.677$263K0.0%-5.7%0.000%
7/15/2025Oregon Pacific Wealth Management LLC1,264$492K0.5%-4.2%0.001%
7/15/2025Revisor Wealth Management LLC755$294K0.1%N/A0.000%
7/15/2025Hofer & Associates. Inc3,959$1.54M1.0%-8.5%0.002%
7/15/2025Alpha Omega Wealth Management LLC880$342K0.1%-5.7%0.000%
7/14/2025Steigerwald Gordon & Koch Inc.45,598$17.74M1.9%+2.4%0.020%
7/14/2025Crew Capital Management Ltd.529$206K0.1%-8.5%0.000%
7/14/2025Opal Wealth Advisors LLC360$140K0.0%+579.2%0.000%
7/14/2025Leonard Rickey Investment Advisors P.L.L.C.1,267$493K0.1%+6.9%0.001%
7/14/2025Golden State Equity Partners1,226$477K0.1%+20.4%0.001%
7/14/2025Acropolis Investment Management LLC2,317$901K0.0%-2.2%0.001%
7/14/2025KFG Wealth Management LLC869$338K0.1%-9.7%0.000%
7/14/2025GAMMA Investing LLC2,945$1.15M0.1%-13.1%0.001%
7/14/2025U.S. Capital Wealth Advisors LLC589$229K0.0%+11.3%0.000%
7/14/2025Toth Financial Advisory Corp7,150$2.78M0.3%+44.3%0.003%
7/14/2025Tran Capital Management L.P.36,817$14.32M1.7%N/A0.016%
7/14/2025Park Avenue Securities LLC8,708$3.39M0.0%-12.5%0.004%
7/14/2025Sowell 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%
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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%
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%
7/10/2025 Brooklyn FI LLC535$208K0.1%N/A0.000%
7/10/2025 Signal Advisors Wealth LLC2,599$1.01M0.1%+162.8%0.001%
7/10/2025 Professional Financial Advisors LLC3,840$1.49M0.3%+1.7%0.002%
7/9/2025 Dynamic Advisor Solutions LLC8,034$3.13M0.1%+11.3%0.004%
7/9/2025 Radnor Capital Management LLC7,530$2.93M0.5%-1.2%0.003%
7/9/2025 Pines Wealth Management LLC694$270K0.1%+29.5%0.000%
7/9/2025 Chesley Taft & Associates LLC3,804$1.48M0.1%+3.1%0.002%
7/9/2025 Sapient Capital LLC3,509$1.37M0.0%-2.0%0.002%
7/9/2025 Taylor Hoffman Capital Management LLC1,360$529K0.2%-2.2%0.001%
7/9/2025 Graves Light Lenhart Wealth Inc.2,818$1.10M0.1%-2.0%0.001%
7/9/2025 Pallas Capital Advisors LLC600$234K0.0%-83.3%0.000%
7/9/2025 Gateway Investment Advisers LLC98,969$38.50M0.4%-0.5%0.044%
7/9/2025 Goelzer Investment Management Inc.1,332$518K0.0%+61.7%0.001%
7/9/2025 Seneca House Advisors654$254K0.1%-28.8%0.000%
7/9/2025 Aaron Wealth Advisors LLC1,087$423K0.0%+66.5%0.000%
7/9/2025 Czech National Bank55,226$21.48M0.2%+3.7%0.024%
7/9/2025 Livforsakringsbolaget Skandia Omsesidigt33,536$13.04M0.0%+19.6%0.015%
7/9/2025 MassMutual Private Wealth & Trust FSB1,066$415K0.0%-8.3%0.000%
7/8/2025 Chemistry Wealth Management LLC7,840$3.05M0.7%+6.9%0.003%
7/8/2025 Livelsberger Financial Advisory301$117K2.3%N/A0.000%
7/8/2025 E. Ohman J or Asset Management AB9,344$3.63M0.1%-5.8%0.004%
7/8/2025 Parallel Advisors LLC2,282$888K0.0%-18.1%0.001%
7/7/2025 Pacific Capital Partners Ltd6,500$2.53M2.4%-48.0%0.003%
7/7/2025 Greenfield Savings Bank4,224$1.64M0.7%-5.8%0.002%
7/7/2025 Bangor Savings Bank4,410$1.72M0.2%-4.2%0.002%
7/7/2025 RDA Financial Network7,024$2.73M0.7%+8.6%0.003%
7/3/2025 McLean Asset Management Corp740$288K0.1%-48.6%0.000%
6/30/2025Pensionfund Sabic4,350$1.89M0.6%-10.3%0.002%
6/26/2025AG2R LA Mondiale Gestion D Actifs8,733$3.80M0.2%N/A0.004%
6/23/2025 Swedbank AB313,650$136.43M0.2%+74.5%0.139%
6/18/2025Voya Investment Management LLC86,231$37.51M0.0%-57.7%0.038%
6/6/2025eCIO Inc.554$241K0.1%N/A0.000%
6/4/2025 First Hawaiian Bank5,309$2.31M0.1%+11.2%0.002%
6/2/2025Modern Wealth Management LLC2,032$884K0.0%+10.1%0.001%
5/28/2025Strs Ohio143,524$62.43M0.3%N/A0.064%
5/27/2025Jacobi Capital Management LLC1,064$463K0.0%+20.6%0.000%
5/27/2025Advisors Capital Management LLC1,155$503K0.0%-24.9%0.001%
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5/23/2025Strategic Financial Services Inc.1,254$545K0.0%-14.0%0.001%
5/22/2025WBI Investments LLC2,816$1.23M0.3%N/A0.001%
5/21/2025Acadian Asset Management LLC3,521$1.53M0.0%-58.8%0.002%
5/21/2025Geneos Wealth Management Inc.24,262$10.55M0.4%+4.0%0.011%
5/21/2025 IFM Investors Pty Ltd47,157$20.51M0.2%+1.1%0.021%
5/20/2025Intech Investment Management LLC24,743$10.76M0.1%-35.9%0.011%
5/20/2025Focus Partners Wealth22,446$9.76M0.0%+4.6%0.010%
5/20/2025 Ransom Advisory Ltd1,200$522K0.3%N/A0.001%
5/20/2025Anchor Investment Management LLC6,490$2.82M0.3%-12.3%0.003%
5/20/2025Glenview Trust co1,144$498K0.0%+10.2%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, 1,861 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 1,583 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 36,725,257 shares in the last 24 months. This purchase volume represents approximately $15.48B in transactions.

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

Of the 872 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 24,738,039 shares in the last 24 months. This volume of shares sold represents approximately $10.11B in transactions.



This page (NYSE:ELV) was last updated on 7/15/2025 by MarketBeat.com Staff
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