​

Elevance Health Ownership | Who Owns Elevance Health?

OverviewForecastRevenueFinancialsChartTranscripts

Elevance Health Ownership Summary

Elevance Health is owned by 86.78% institutional investors, 0.19% insiders, and 13.03% retail investors. Nordea investment management ab is the largest institutional shareholder, holding 0.51% of ELV shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.14% of its assets in Elevance Health shares.

ELV Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockElevance Health86.78%0.19%13.03%
SectorHealthcare Stocks 88.01%8.90%3.09%
IndustryHealthcare Plans Stocks79.49%1.73%18.78%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Nordea investment management ab1.18M0.51%$438.98M
Sumitomo mitsui trust846.12K0.36%$312.13M
Canoe financial lp524.53K0.23%$193.50M
Kbc group nv467.71K0.20%$172.54M
Maj invest464.99K0.20%$171.53M
Close asset management373.55K0.16%$137.77M
Abrdn348.00K0.15%$128.27M
Dekabank deutsche girozentrale343.26K0.15%$125.53M
Yacktman asset management lp342.03K0.15%$126.18M
Assenagon asset management231.65K0.10%$85.46M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Iridian asset management llc/ct60.20K5.91%$22.21M
Maj invest464.99K5.64%$171.53M
Ws portfolio advisory3.08K4.63%$1.14M
Unison asset management25.56K4.62%$9.43M
Professional advisory services77.27K3.93%$28.50M
Close asset management373.55K3.88%$137.77M
Canoe financial lp524.53K3.15%$193.50M
Channing global advisors10.32K2.54%$3.81M
Edmp6.47K2.27%$2.39M
Lawson kroeker investment management inc/ne32.09K2.23%$11.84M

Top Buyers

HolderShares% AssetsChange
Kbc group nv467.71K0.48%192.16K
Canoe financial lp524.53K3.15%182.81K
Maj invest464.99K5.64%148.73K
Meag munich ergo, kapitalanlagegesellschaft mbh139.01K1.62%133.05K
Cambiar investors123.65K1.81%123.65K

Top Sellers

HolderShares% AssetsChange
Pathway financial advisers1.28K0.16%-656.32K
International assets investment management---532.64K
Perpetual1.02K0.00%-270.28K
Artemis investment management llp23.29K0.12%-166.97K
Coronation fund managers---90.10K

New Positions

HolderShares% AssetsChangeValue
Cambiar investors123.65K1.81%123.65K$45.61M
Hunter perkins capital management9.30K0.72%9.30K$3.43M
Manning & napier advisors9.15K0.04%9.15K$3.37M
True north advisors4.65K0.40%4.65K$1.72M
China universal asset management3.11K0.11%3.11K$1.15M

Sold Out

HolderChange
Mendota financial group-1.00
West branch capital-1.00
Strengthening families & communities-2.00
Jamison private wealth management-10.00
Redmont wealth advisors-16.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20241,725-1.37%202,221,470-2.59%861.09%798-5.56%5918.44%
Jun 30, 20241,7492.52%207,595,6442.03%891.17%8453.05%5452.06%
Mar 31, 20241,7060.71%203,467,693-2.13%871.14%820-0.73%534-9.03%
Dec 31, 20231,6948.66%207,887,6970.57%871.15%82620.58%5874.45%
Sep 30, 20231,5590.71%206,705,382-1.48%871.11%685-0.15%562-2.94%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv7.27M3.14%-19.24K
Vanguard Institutional 500 Index Trust6.28M2.71%46.14K
SPDR® S&P 500® ETF Trust2.90M1.25%21.76K
Fidelity 500 Index2.87M1.24%19.47K
iShares Core S&P 500 ETF2.72M1.17%1.92K
First Eagle Global A2.30M0.99%-
Vanguard Health Care Inv2.24M0.97%102.17K
Vanguard Value Index Inv1.98M0.85%-8.15K
MFS Value A1.80M0.78%-22.29K
MFS Large Cap Value Equity1.80M0.78%94.39K

Recent Insider Transactions

DateNameRoleActivityValue
Oct 18, 2024Kendrick Charles Morgan JR EVP & President, CommercialSell$3.21M
Aug 05, 2024PERU RAMIRO G-Sell$400.23K
Jul 22, 2024BOUDREAUX GAIL President and CEOSell$10.40M
Jul 22, 2024BOUDREAUX GAIL President and CEOSell$3.32M
Jul 22, 2024BOUDREAUX GAIL President and CEOSell$548.35K

Insider Transactions Trends

DateBuySell
2024 Q4-1
2024 Q3-8
2024 Q2-4
2024 Q1-6
2023 Q4-3

ELV Ownership FAQ

Who Owns Elevance Health?

Elevance Health shareholders are primarily institutional investors at 86.78%, followed by 0.19% insiders and 13.03% retail investors. The average institutional ownership in Elevance Health's industry, Healthcare Plans Stocks, is 79.49%, which Elevance Health exceeds.

Who owns the most shares of Elevance Health?

Elevance Health’s largest shareholders are Nordea investment management ab (1.18M shares, 0.51%), Sumitomo mitsui trust (846.12K shares, 0.36%), and Canoe financial lp (524.53K shares, 0.23%). Together, they hold 1.10% of Elevance Health’s total shares outstanding.

Does Blackrock own Elevance Health?

BlackRock is not among the top 10 institutional shareholders of Elevance Health.

Who is Elevance Health’s biggest shareholder by percentage of total assets invested?

Iridian asset management llc/ct is Elevance Health’s biggest shareholder by percentage of total assets invested, with 5.91% of its assets in 60.2K Elevance Health shares, valued at 22.21M$.

Who is the top mutual fund holder of Elevance Health shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Elevance Health shares, with 3.14% of its total shares outstanding invested in 7.27M Elevance Health shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools