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Elevance Health Ownership | Who Owns Elevance Health?

OverviewForecastRevenueFinancialsChartTranscripts

Elevance Health Ownership Summary

Elevance Health is owned by 86.83% institutional investors, 0.19% insiders, and 12.98% retail investors. Vanguard group is the largest institutional shareholder, holding 9.11% of ELV shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.16% of its assets in Elevance Health shares.

ELV Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockElevance Health86.83%0.19%12.98%
SectorHealthcare Stocks 49.73%8.84%41.43%
IndustryHealthcare Plans Stocks79.50%1.73%18.78%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group21.21M9.11%$11.49B
Blackrock20.70M8.90%$11.22B
Price t rowe associates inc /md/11.65M5.00%$6.31B
State street10.56M4.54%$5.72B
Geode capital management4.76M2.05%$2.57B
Fmr4.75M2.04%$2.57B
Sanders capital4.56M1.96%$2.47B
Wellington management group llp4.17M1.79%$2.26B
Ameriprise financial3.79M1.63%$2.05B
Capital investors3.73M1.60%$2.02B

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Wishbone management, lp153.00K26.77%$82.90M
Brave warrior advisors1.63M19.61%$884.93M
High ground investment management llp68.37K14.44%$37.05M
Cdam (uk)146.75K11.88%$79.52M
Hyperion capital advisors lp39.41K10.02%$21.35M
Ruane, cunniff & goldfarb1.02M8.65%$554.90M
Focused investors468.10K8.24%$253.64M
Mig capital105.52K7.62%$57.18M
Close asset management369.33K6.80%$200.05M
Unison asset management24.07K6.60%$13.04M

Top Buyers

HolderShares% AssetsChange
Norges bank3.05M0.25%3.05M
Fmr4.75M0.16%693.52K
Massachusetts financial services co /ma/2.06M0.34%523.91K
Ubs asset management americas2.12M0.33%451.81K
Voya investment management1.25M0.77%388.05K

Top Sellers

HolderShares% AssetsChange
Tpg gp a---360.56K
Wellington management group llp4.17M0.40%-324.95K
D1 capital partners---295.93K
Alliancebernstein2.76M0.52%-244.79K
Point72 asset management---242.88K

New Positions

HolderShares% AssetsChangeValue
Norges bank3.05M0.25%3.05M$1.65B
Maj invest320.66K4.83%320.66K$173.75M
Carmignac gestion122.43K1.14%122.43K$66.34M
Corebridge financial65.74K0.20%65.74K$35.62M
Generate investment management59.25K1.89%59.25K$32.10M

Sold Out

HolderChange
Redwood wealth management group-2.00
Abich financial wealth management-2.00
Peak6 investments-2.00
Visionpoint advisory group-2.00
Ruedi wealth management-4.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20241,709-2.06%202,337,724-2.53%861.09%793-5.82%5826.99%
Jun 30, 20241,7150.76%207,413,6121.97%891.17%8281.22%5360.37%
Mar 31, 20241,7020.77%203,407,371-2.06%871.14%818-0.49%534-8.87%
Dec 31, 20231,6898.55%207,692,8481.81%871.18%82220.18%5864.46%
Sep 30, 20231,5560.65%203,994,584-2.72%861.10%684-0.29%561-2.77%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv7.32M3.16%-25.98K
Vanguard Institutional 500 Index Trust6.15M2.65%72.31K
Fidelity 500 Index2.85M1.23%-12.76K
SPDR® S&P 500® ETF Trust2.81M1.21%959.00
iShares Core S&P 500 ETF2.58M1.11%3.97K
Vanguard Health Care Inv2.24M0.97%102.17K
Vanguard Value Index Inv1.97M0.85%6.12K
First Eagle Global A1.90M0.82%361.30K
MFS Value A1.85M0.80%141.24K
The Health Care Select Sector SPDR® ETF1.71M0.74%-632.00

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$1.13M
Jul 22, 2024BOUDREAUX GAIL President and CEOSell$3.32M

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 86.83%, followed by 0.19% insiders and 12.98% retail investors. The average institutional ownership in Elevance Health's industry, Healthcare Plans Stocks, is 79.50%, which Elevance Health exceeds.

Who owns the most shares of Elevance Health?

Elevance Health’s largest shareholders are Vanguard group (21.21M shares, 9.11%), Blackrock (20.7M shares, 8.90%), and Price t rowe associates inc /md/ (11.65M shares, 5.00%). Together, they hold 23.02% of Elevance Health’s total shares outstanding.

Does Blackrock own Elevance Health?

Yes, BlackRock owns 8.90% of Elevance Health, totaling 20.7M shares as of Jun 2024. This represents 0.25% of BlackRock's total assets, with a market value of 11.22B$. In the last quarter, BlackRock decreased its holdings by -216K shares, a -1.03% change.

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

Wishbone management, lp is Elevance Health’s biggest shareholder by percentage of total assets invested, with 26.77% of its assets in 153K Elevance Health shares, valued at 82.9M$.

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 3.16% of its total shares outstanding invested in 7.32M Elevance Health shares.

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