Elevance Health Ownership 2024 | Who Owns Elevance Health Now?
Institutional Ownership
88.85%
Insider Ownership
0.19%
Retail Ownership
10.96%
Institutional Holders
1.68K
Elevance Health Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 9.11% | 0.22% | 21,206,925 | -24,784 | -0.12% | 11,491,184,380 | Jun 30, 2024 |
| BLACKROCK INC. | 8.90% | 0.25% | 20,704,715 | -215,981 | -1.03% | 11,219,056,885 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 5.00% | 0.76% | 11,646,526 | -73,734 | -0.63% | 6,310,788,000 | Jun 30, 2024 |
| STATE STREET CORP | 4.54% | 0.25% | 10,558,289 | 78,528 | 0.75% | 5,721,114,478,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.05% | 0.23% | 4,762,250 | 67,365 | 1.43% | 2,573,092,803 | Jun 30, 2024 |
| FMR LLC | 2.04% | 0.16% | 4,746,833 | 693,525 | 17.11% | 2,572,119,300 | Jun 30, 2024 |
| SANDERS CAPITAL, LLC | 1.96% | 3.79% | 4,564,453 | 57,256 | 1.27% | 2,473,294,503 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.79% | 0.40% | 4,174,680 | -324,949 | -7.22% | 2,262,092,107 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 1.63% | 0.56% | 3,791,793 | 190,118 | 5.28% | 2,054,640,544 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 1.60% | 0.42% | 3,732,975 | 234,464 | 6.70% | 2,022,411,485 | Jun 30, 2024 |
| MORGAN STANLEY | 1.39% | 0.14% | 3,226,999 | 273,155 | 9.25% | 1,748,583,503 | Jun 30, 2024 |
| NORGES BANK | 1.31% | 0.25% | 3,048,220 | 3,048,220 | 100.00% | 1,651,708,489 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 1.25% | 0.46% | 2,900,471 | 205,075 | 7.61% | 1,571,649,087 | Jun 30, 2024 |
| BAILLIE GIFFORD & CO | 1.23% | 1.21% | 2,864,282 | -50,573 | -1.74% | 1,552,039,845 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 1.18% | 0.52% | 2,755,964 | -244,790 | -8.16% | 1,493,346,653 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.02% | 0.11% | 2,381,846 | 233,063 | 10.85% | 1,290,627,536 | Jun 30, 2024 |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 1.01% | 1.92% | 2,360,928 | -11,341 | -0.48% | 1,279,292,446 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.97% | 0.27% | 2,247,091 | 64,376 | 2.95% | 1,217,606,950 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.96% | 0.20% | 2,237,663 | 26,282 | 1.19% | 1,212,500,073,000 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.91% | 0.33% | 2,120,873 | 451,811 | 27.07% | 1,149,216,246 | Jun 30, 2024 |
Elevance Health's largest institutional shareholder is VANGUARD GROUP INC, holding 9.11% of the company's total share outstanding, currently valued at $11.49B. The top 10 institutional shareholders own together 38.63% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WISHBONE MANAGEMENT, LP | 0.07% | 26.77% | 153,000 | - | - | 82,904,580 | Jun 30, 2024 |
| BRAVE WARRIOR ADVISORS, LLC | 0.70% | 19.61% | 1,633,127 | -12,710 | -0.77% | 884,926,196 | Jun 30, 2024 |
| HIGH GROUND INVESTMENT MANAGEMENT LLP | 0.03% | 14.44% | 68,370 | 5,000 | 7.89% | 37,046,968 | Jun 30, 2024 |
| CDAM (UK) LTD | 0.06% | 11.88% | 146,754 | 18,754 | 14.65% | 79,520,123 | Jun 30, 2024 |
| HYPERION CAPITAL ADVISORS LP | 0.02% | 10.02% | 39,405 | -104 | -0.26% | 21,351,993 | Jun 30, 2024 |
| RUANE, CUNNIFF & GOLDFARB L.P. | 0.44% | 8.65% | 1,024,071 | -50,614 | -4.71% | 554,903,112 | Jun 30, 2024 |
| FOCUSED INVESTORS LLC | 0.20% | 8.24% | 468,100 | -13,800 | -2.86% | 253,644,666 | Jun 30, 2024 |
| MIG CAPITAL, LLC | 0.05% | 7.62% | 105,523 | -7,411 | -6.56% | 57,178,693 | Jun 30, 2024 |
| CLOSE ASSET MANAGEMENT LTD | 0.16% | 6.80% | 369,333 | 77,571 | 26.59% | 200,051,000 | Jun 30, 2024 |
| UNISON ASSET MANAGEMENT LLC | 0.01% | 6.60% | 24,069 | 173 | 0.72% | 13,042,028 | Jun 30, 2024 |
| GUARDIAN POINT CAPITAL, LP | 0.01% | 6.37% | 25,000 | - | - | 13,546,500 | Jun 30, 2024 |
| LOCUST WOOD CAPITAL ADVISERS, LLC | 0.13% | 5.81% | 299,406 | 9,592 | 3.31% | 162,235,891 | Jun 30, 2024 |
| EDGEPOINT INVESTMENT GROUP INC. | 0.54% | 5.78% | 1,266,972 | 13,291 | 1.06% | 686,521,448 | Jun 30, 2024 |
| 140 SUMMER PARTNERS LP | 0.04% | 5.63% | 86,259 | -29,100 | -25.23% | 46,740,302 | Jun 30, 2024 |
| SECTOR GAMMA AS | 0.01% | 4.91% | 24,279 | -10,018 | -29.21% | 13,155,819 | Jun 30, 2024 |
| FIRETRAIL INVESTMENTS PTY LTD | 0.01% | 4.91% | 29,900 | 16,595 | 124.73% | 16,201,614 | Jun 30, 2024 |
| MAJ INVEST HOLDING A/S | 0.14% | 4.83% | 320,659 | 320,659 | 100.00% | 173,753,000 | Jun 30, 2024 |
| CHIRON INVESTMENT MANAGEMENT, LLC | 0.01% | 4.76% | 22,376 | -7,017 | -23.87% | 12,124,659 | Jun 30, 2024 |
| TRIODOS INVESTMENT MANAGEMENT BV | 0.04% | 4.73% | 99,830 | - | - | 54,093,884 | Jun 30, 2024 |
| STANLEY CAPITAL MANAGEMENT, LLC | 0.02% | 4.66% | 42,100 | - | - | 22,812,306 | Jun 30, 2024 |
The largest Elevance Health shareholder by % of total assets is WISHBONE MANAGEMENT, LP. The company owns 153.00K shares of Elevance Health (ELV), representing 26.77% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.31% | 0.25% | 3,048,220 | 3,048,220 | 100.00% | 1,651,708,489 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.91% | 0.10% | 2,114,595 | 1,026,047 | 94.26% | 1,145,814,730 | Jun 30, 2024 |
| FMR LLC | 2.04% | 0.16% | 4,746,833 | 693,525 | 17.11% | 2,572,119,300 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.89% | 0.34% | 2,062,706 | 523,910 | 34.05% | 1,117,697,874 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.91% | 0.33% | 2,120,873 | 451,811 | 27.07% | 1,149,216,246 | Jun 30, 2024 |
| VOYA INVESTMENT MANAGEMENT LLC | 0.54% | 0.77% | 1,254,589 | 388,050 | 44.78% | 679,692,644 | Jun 30, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0.89% | 1.23% | 2,059,625 | 352,755 | 20.67% | 1,116,028,403 | Jun 30, 2024 |
| MAJ INVEST HOLDING A/S | 0.14% | 4.83% | 320,659 | 320,659 | 100.00% | 173,753,000 | Jun 30, 2024 |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 0.88% | 2.50% | 2,058,283 | 275,708 | 15.47% | 1,115,301,464 | Jun 30, 2024 |
| MORGAN STANLEY | 1.39% | 0.14% | 3,226,999 | 273,155 | 9.25% | 1,748,583,503 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 1.60% | 0.42% | 3,732,975 | 234,464 | 6.70% | 2,022,411,485 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.02% | 0.11% | 2,381,846 | 233,063 | 10.85% | 1,290,627,536 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 1.25% | 0.46% | 2,900,471 | 205,075 | 7.61% | 1,571,649,087 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 1.63% | 0.56% | 3,791,793 | 190,118 | 5.28% | 2,054,640,544 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.07% | 0.16% | 165,404 | 164,604 | 20575.50% | 89,625,811 | Jun 30, 2024 |
| AXA S.A. | 0.10% | 0.38% | 237,265 | 141,250 | 147.11% | 128,564,412 | Jun 30, 2024 |
| PANAGORA ASSET MANAGEMENT INC | 0.10% | 0.66% | 242,277 | 134,281 | 124.34% | 131,280,215 | Jun 30, 2024 |
| ARTEMIS INVESTMENT MANAGEMENT LLP | 0.09% | 1.56% | 214,616 | 130,859 | 156.24% | 116,291,826 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.40% | 0.45% | 934,135 | 126,949 | 15.73% | 506,170,000 | Jun 30, 2024 |
| CARMIGNAC GESTION | 0.05% | 1.14% | 122,426 | 122,426 | 100.00% | 66,337,752 | Jun 30, 2024 |
As of Jun 30 2024, Elevance Health's largest institutional buyer is NORGES BANK. The company purchased 3.05M stocks of ELV, valued at $1.65B.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.02% | 0.05% | 54,829 | -382,772 | -87.47% | 29,709,642 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.79% | 0.40% | 4,174,680 | -324,949 | -7.22% | 2,262,092,107 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 1.18% | 0.52% | 2,755,964 | -244,790 | -8.16% | 1,493,346,653 | Jun 30, 2024 |
| D1 CAPITAL PARTNERS L.P. | 0.13% | 2.70% | 295,932 | -233,700 | -44.13% | 160,353,714 | Jun 30, 2024 |
| BLACKROCK INC. | 8.90% | 0.25% | 20,704,715 | -215,981 | -1.03% | 11,219,056,885 | Jun 30, 2024 |
| GLOBAL ASSETS ADVISORY, LLC | 0.00% | 0.34% | 390 | -210,654 | -99.82% | 211,325 | Jun 30, 2024 |
| INVESCO LTD. | 0.79% | 0.21% | 1,830,223 | -207,037 | -10.16% | 991,724,445 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.01% | 0.04% | 31,843 | -193,903 | -85.89% | 17,254,448 | Jun 30, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.56% | 2.48% | 1,313,579 | -186,960 | -12.46% | 711,775,917 | Jun 30, 2024 |
| PERPETUAL LTD | 0.15% | 2.00% | 339,473 | -181,466 | -34.83% | 183,946,840 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.23% | 0.14% | 543,201 | -171,305 | -23.98% | 294,338,894 | Jun 30, 2024 |
| STEADFAST CAPITAL MANAGEMENT LP | - | - | - | -162,426 | -100.00% | - | Jun 30, 2024 |
| NORDEA INVESTMENT MANAGEMENT AB | 0.58% | 0.85% | 1,338,188 | -159,326 | -10.64% | 721,925,662 | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | 0.12% | 0.63% | 277,201 | -146,663 | -34.60% | 150,204,134 | Jun 30, 2024 |
| STATE OF WISCONSIN INVESTMENT BOARD | 0.14% | 0.46% | 322,812 | -137,693 | -29.90% | 174,918,910 | Jun 30, 2024 |
| CANADA PENSION PLAN INVESTMENT BOARD | 0.19% | 0.24% | 450,770 | -117,595 | -20.69% | 244,254,232 | Jun 30, 2024 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 0.28% | 0.26% | 651,310 | -116,338 | -15.16% | 352,918,837 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.15% | 0.05% | 346,139 | -116,168 | -25.13% | 187,707,717 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.83% | 0.98% | 1,932,227 | -97,963 | -4.83% | 1,046,996,498 | Jun 30, 2024 |
| MAN GROUP PLC | 0.12% | 0.37% | 268,327 | -94,879 | -26.12% | 145,395,669 | Jun 30, 2024 |
As of Jun 30 2024, Elevance Health's biggest institutional seller is QUBE RESEARCH & TECHNOLOGIES LTD. The company sold -0.38M shares of ELV, valued at $29.71M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.31% | 0.25% | 3,048,220 | 3,048,220 | 100.00% | 1,651,708,489 | Jun 30, 2024 |
| MAJ INVEST HOLDING A/S | 0.14% | 4.83% | 320,659 | 320,659 | 100.00% | 173,753,000 | Jun 30, 2024 |
| CARMIGNAC GESTION | 0.05% | 1.14% | 122,426 | 122,426 | 100.00% | 66,337,752 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.03% | 0.20% | 65,743 | 65,743 | 100.00% | 35,623,502 | Jun 30, 2024 |
| GENERATE INVESTMENT MANAGEMENT LTD | 0.03% | 1.89% | 59,247 | 59,247 | 100.00% | 32,103,580 | Jun 30, 2024 |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 0.02% | 0.00% | 55,241 | 55,241 | 100.00% | 3,354,000 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.02% | 0.32% | 52,612 | 52,612 | 100.00% | 28,508,000 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.02% | 0.05% | 38,023 | 38,023 | 100.00% | 20,603,143 | Jun 30, 2024 |
| MAGNOLIA CAPITAL ADVISORS LLC | 0.02% | - | 35,221 | 35,221 | 100.00% | 65 | Jun 30, 2024 |
| MOORE CAPITAL MANAGEMENT, LP | 0.01% | 0.19% | 20,000 | 20,000 | 100.00% | 10,837,200 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.01% | 0.21% | 17,922 | 17,922 | 100.00% | 9,711,215 | Jun 30, 2024 |
| 0.01% | 0.27% | 17,126 | 17,126 | 100.00% | 9,279,800 | Jun 30, 2024 | |
| MBB PUBLIC MARKETS I LLC | 0.01% | 0.18% | 16,586 | 16,586 | 100.00% | 8,987,290 | Jun 30, 2024 |
| CAPTION MANAGEMENT, LLC | 0.01% | 0.13% | 16,000 | 16,000 | 100.00% | 8,669,760 | Jun 30, 2024 |
| FRED ALGER MANAGEMENT, LLC | 0.01% | 0.03% | 12,611 | 12,611 | 100.00% | 6,833,396 | Jun 30, 2024 |
| BDF-GESTION | 0.00% | 0.56% | 10,773 | 10,773 | 100.00% | 5,837,458 | Jun 30, 2024 |
| RHEOS CAPITAL WORKS INC. | 0.00% | 0.28% | 10,000 | 10,000 | 100.00% | 5,419,000 | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.00% | 0.03% | 8,000 | 8,000 | 100.00% | 4,334,880 | Jun 30, 2024 |
| AXIOM ADVISORY, LLC | 0.00% | 0.05% | 7,875 | 7,875 | 100.00% | 4,162,579 | Jun 30, 2024 |
| CENTERBOOK PARTNERS LP | 0.00% | 0.26% | 7,829 | 7,829 | 100.00% | 4,242,222 | Jun 30, 2024 |
| GLOBALT INVESTMENTS LLC / GA | 0.00% | 0.15% | 6,817 | 6,817 | 100.00% | 3,693,860 | Jun 30, 2024 |
| WINTON GROUP LTD | 0.00% | 0.25% | 6,771 | 6,771 | 100.00% | 3,668,934 | Jun 30, 2024 |
| DRW SECURITIES, LLC | 0.00% | 0.13% | 6,200 | 6,200 | 100.00% | 3,359,532 | Jun 30, 2024 |
| HARDY REED LLC | 0.00% | 0.32% | 5,875 | 5,875 | 100.00% | 3,183,428 | Jun 30, 2024 |
| COWEN AND COMPANY, LLC | 0.00% | 0.00% | 5,600 | 5,600 | 100.00% | 41,440 | Jun 30, 2024 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.00% | 0.25% | 5,390 | 5,390 | 100.00% | 2,920,625 | Jun 30, 2024 |
| MIZUHO MARKETS AMERICAS LLC | 0.00% | 0.07% | 5,200 | 5,200 | 100.00% | 2,817,672 | Jun 30, 2024 |
| IMA WEALTH, INC. | 0.00% | 0.57% | 4,672 | 4,672 | 100.00% | 2,531,570 | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (EUROPE) LTD | 0.00% | 0.12% | 4,630 | 4,630 | 100.00% | 2,508,812 | Jun 30, 2024 |
| MAIA WEALTH LLC | 0.00% | 0.69% | 4,306 | 4,306 | 100.00% | 2,285,072 | Jun 30, 2024 |
| 0.00% | 0.61% | 4,245 | 4,245 | 100.00% | 2,300,091 | Jun 30, 2024 | |
| PERBAK CAPITAL PARTNERS LLP | 0.00% | 0.66% | 4,109 | 4,109 | 100.00% | 2,226,503 | Jun 30, 2024 |
| WOLVERINE ASSET MANAGEMENT LLC | 0.00% | 0.02% | 3,900 | 3,900 | 100.00% | 2,113,254 | Jun 30, 2024 |
| FREEDOM DAY SOLUTIONS, LLC | 0.00% | 0.60% | 3,292 | 3,292 | 100.00% | 1,783,803 | Jun 30, 2024 |
| J. SAFRA SARASIN HOLDING AG | 0.00% | 0.03% | 2,940 | 2,940 | 100.00% | 1,593,068 | Jun 30, 2024 |
| SYMMETRY INVESTMENTS LP | 0.00% | 0.18% | 2,900 | 2,900 | 100.00% | 1,571,000 | Jun 30, 2024 |
| GOLDEN STATE EQUITY PARTNERS | 0.00% | 0.31% | 2,775 | 2,775 | 100.00% | 1,503,661 | Jun 30, 2024 |
| FORTIS CAPITAL ADVISORS, LLC | 0.00% | 0.53% | 2,714 | 2,714 | 100.00% | 1,470,608 | Jun 30, 2024 |
| MIRABELLA FINANCIAL SERVICES LLP | 0.00% | 0.10% | 2,532 | 2,532 | 100.00% | 1,371,989 | Jun 30, 2024 |
| PEARL RIVER CAPITAL, LLC | 0.00% | 0.19% | 2,224 | 2,224 | 100.00% | 1,205,097 | Jun 30, 2024 |
| FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.09% | 2,167 | 2,167 | 100.00% | 1,174,127 | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | 0.00% | 0.19% | 1,888 | 1,888 | 100.00% | 1,023,032 | Jun 30, 2024 |
| FULLCIRCLE WEALTH LLC | 0.00% | 0.43% | 1,717 | 1,717 | 100.00% | 879,273 | Jun 30, 2024 |
| M HOLDINGS SECURITIES, INC. | 0.00% | 0.11% | 1,567 | 1,567 | 100.00% | 849,000 | Jun 30, 2024 |
| PRIVIUM FUND MANAGEMENT (UK) LTD | 0.00% | 0.28% | 1,357 | 1,357 | 100.00% | 727,243 | Jun 30, 2024 |
| ISAM FUNDS (UK) LTD | 0.00% | 0.50% | 1,233 | 1,233 | 100.00% | 668,113 | Jun 30, 2024 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 0.00% | 0.00% | 1,230 | 1,230 | 100.00% | 666,488 | Jun 30, 2024 |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 0.00% | 0.37% | 1,005 | 1,005 | 100.00% | 544,569 | Jun 30, 2024 |
| CACHETECH INC. | 0.00% | 0.12% | 956 | 956 | 100.00% | 518,018 | Jun 30, 2024 |
| ELSER FINANCIAL PLANNING, INC | 0.00% | 0.08% | 876 | 876 | 100.00% | 474,669 | Jun 30, 2024 |
| ICON WEALTH ADVISORS, LLC | 0.00% | 0.04% | 810 | 810 | 100.00% | 431,121 | Jun 30, 2024 |
| KELLEHER FINANCIAL ADVISORS | 0.00% | 0.17% | 780 | 780 | 100.00% | 422,651 | Jun 30, 2024 |
| PLATFORM TECHNOLOGY PARTNERS | 0.00% | 0.14% | 748 | 748 | 100.00% | 405,311 | Jun 30, 2024 |
| SIMON QUICK ADVISORS, LLC | 0.00% | 0.03% | 747 | 747 | 100.00% | 404,876 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.00% | 0.00% | 700 | 700 | 100.00% | 379,302 | Jun 30, 2024 |
| 0.00% | 0.22% | 673 | 673 | 100.00% | 364,672 | Jun 30, 2024 | |
| COWEN AND COMPANY, LLC | 0.00% | 0.01% | 610 | 610 | 100.00% | 330,534 | Jun 30, 2024 |
| JOURNEY STRATEGIC WEALTH LLC | 0.00% | 0.01% | 579 | 579 | 100.00% | 313,958 | Jun 30, 2024 |
| ALERA INVESTMENT ADVISORS, LLC | 0.00% | 0.04% | 557 | 557 | 100.00% | 301,817 | Jun 30, 2024 |
| ALPHACORE CAPITAL LLC | 0.00% | 0.07% | 536 | 536 | 100.00% | 290,437 | Jun 30, 2024 |
| STRATEGIC WEALTH INVESTMENT GROUP, LLC | 0.00% | 0.04% | 532 | 532 | 100.00% | 284,630 | Jun 30, 2024 |
| PAX FINANCIAL GROUP, LLC | 0.00% | 0.06% | 529 | 529 | 100.00% | 286,685 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL SARL | 0.00% | 0.01% | 517 | 517 | 100.00% | 280,142 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | 0.00% | 500 | 500 | 100.00% | 270,930 | Jun 30, 2024 |
| CABLE HILL PARTNERS, LLC | 0.00% | 0.03% | 491 | 491 | 100.00% | 266,053 | Jun 30, 2024 |
| TFO-TDC, LLC | 0.00% | 0.05% | 486 | 486 | 100.00% | 263,601 | Jun 30, 2024 |
| CAPITAL ASSET ADVISORY SERVICES LLC | 0.00% | 0.01% | 464 | 464 | 100.00% | 245,645 | Jun 30, 2024 |
| KOSHINSKI ASSET MANAGEMENT, INC. | 0.00% | 0.02% | 460 | 460 | 100.00% | 243,571 | Jun 30, 2024 |
| WATERWAY WEALTH MANAGEMENT, LLC | 0.00% | 0.12% | 455 | 455 | 100.00% | 246,546 | Jun 30, 2024 |
| FORTE CAPITAL LLC /ADV | 0.00% | 0.03% | 454 | 454 | 100.00% | 246,004 | Jun 30, 2024 |
| FORT, L.P. | 0.00% | 0.62% | 448 | 448 | 100.00% | 242,753 | Jun 30, 2024 |
| EQUITABLE HOLDINGS, INC. | 0.00% | 0.00% | 439 | 439 | 100.00% | 237,877 | Jun 30, 2024 |
| TFB ADVISORS LLC | 0.00% | 0.08% | 437 | 437 | 100.00% | 236,793 | Jun 30, 2024 |
| RENASANT BANK | 0.00% | 0.15% | 413 | 413 | 100.00% | 223,789 | Jun 30, 2024 |
| OPTAS, LLC | 0.00% | 0.06% | 407 | 407 | 100.00% | 220,535 | Jun 30, 2024 |
| BALBOA WEALTH PARTNERS | 0.00% | 0.06% | 406 | 406 | 100.00% | 220,123 | Jun 30, 2024 |
| NEW REPUBLIC CAPITAL, LLC | 0.00% | 0.11% | 406 | 406 | 100.00% | 220,068 | Jun 30, 2024 |
| GERMAN AMERICAN BANCORP, INC. | 0.00% | 0.03% | 402 | 402 | 100.00% | 217,827 | Jun 30, 2024 |
| MQS MANAGEMENT LLC | 0.00% | 0.13% | 401 | 401 | 100.00% | 217,286 | Jun 30, 2024 |
| TRADELINK CAPITAL LLC | 0.00% | 0.63% | 400 | 400 | 100.00% | 217,000 | Jun 30, 2024 |
| SENTINUS, LLC | 0.00% | 0.07% | 399 | 399 | 100.00% | 216,202 | Jun 30, 2024 |
| HIBERNIA WEALTH PARTNERS, LLC | 0.00% | 0.07% | 391 | 391 | 100.00% | 211,425 | Jun 30, 2024 |
| KATHMERE CAPITAL MANAGEMENT, LLC | 0.00% | 0.02% | 388 | 388 | 100.00% | 210,242 | Jun 30, 2024 |
| LEXAURUM ADVISORS, LLC | 0.00% | 0.05% | 387 | 387 | 100.00% | 209,700 | Jun 30, 2024 |
| MBA ADVISORS LLC | 0.00% | 0.10% | 379 | 379 | 100.00% | 205,365 | Jun 30, 2024 |
| MCNAMARA FINANCIAL SERVICES, INC. | 0.00% | 0.04% | 378 | 378 | 100.00% | 204,823 | Jun 30, 2024 |
| MJP ASSOCIATES INC /ADV | 0.00% | 0.04% | 376 | 376 | 100.00% | 203,779 | Jun 30, 2024 |
| FORZA WEALTH MANAGEMENT, LLC | 0.00% | 0.11% | 376 | 376 | 100.00% | 203,739 | Jun 30, 2024 |
| POINTE CAPITAL MANAGEMENT LLC | 0.00% | 0.13% | 375 | 375 | 100.00% | 203,198 | Jun 30, 2024 |
| FINGERLAKES WEALTH MANAGEMENT, INC. | 0.00% | 0.18% | 375 | 375 | 100.00% | 203,059 | Jun 30, 2024 |
| SEED WEALTH MANAGEMENT, INC. | 0.00% | 0.18% | 374 | 374 | 100.00% | 202,656 | Jun 30, 2024 |
| SHEPHERD FINANCIAL PARTNERS LLC | 0.00% | 0.03% | 372 | 372 | 100.00% | 201,828 | Jun 30, 2024 |
| INDEPENDENT WEALTH NETWORK INC. | 0.00% | 0.09% | 372 | 372 | 100.00% | 201,572 | Jun 30, 2024 |
| RETIREMENT PLANNING GROUP | 0.00% | 0.01% | 371 | 371 | 100.00% | 201,103 | Jun 30, 2024 |
| FIDELITY D & D BANCORP INC | 0.00% | 0.15% | 371 | 371 | 100.00% | 201,030 | Jun 30, 2024 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | 0.00% | 0.21% | 371 | 371 | 100.00% | 201,000 | Jun 30, 2024 |
| RATIONAL ADVISORS LLC | 0.00% | 0.02% | 331 | 331 | 100.00% | 179,356 | Jun 30, 2024 |
| HERITAGE WEALTH MANAGEMENT, INC. /CA/ | 0.00% | 0.12% | 313 | 313 | 100.00% | 169,602 | Jun 30, 2024 |
| HOBBS GROUP ADVISORS, LLC | 0.00% | 0.06% | 304 | 304 | 100.00% | 164,527 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.00% | 0.00% | 300 | 300 | 100.00% | 162,558 | Jun 30, 2024 |
Elevance Health's largest new institutional shareholder by number of shares is NORGES BANK, purchased 3.05M shares, valued at $1.65B, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| STEADFAST CAPITAL MANAGEMENT LP | - | - | - | -162,426 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -71,308 | -100.00% | - | Jun 30, 2024 |
| WOODLINE PARTNERS LP | - | - | - | -57,586 | -100.00% | - | Jun 30, 2024 |
| REDMILE GROUP, LLC | - | - | - | -31,223 | -100.00% | - | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | - | - | - | -30,499 | -100.00% | - | Jun 30, 2024 |
| NOMURA HOLDINGS INC | - | - | - | -30,000 | -100.00% | - | Jun 30, 2024 |
| CRAKE ASSET MANAGEMENT LLP | - | - | - | -14,929 | -100.00% | - | Jun 30, 2024 |
| CINCTIVE CAPITAL MANAGEMENT LP | - | - | - | -14,433 | -100.00% | - | Jun 30, 2024 |
| MCKINLEY CAPITAL MANAGEMENT LLC | - | - | - | -13,820 | -100.00% | - | Jun 30, 2024 |
| SECOND HALF FINANCIAL PARTNERS, LLC | - | - | - | -11,864 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -9,477 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -7,973 | -100.00% | - | Jun 30, 2024 |
| HEALTHINVEST PARTNERS AB | - | - | - | -7,400 | -100.00% | - | Jun 30, 2024 |
| QUANTITATIVE INVESTMENT MANAGEMENT, LLC | - | - | - | -5,713 | -100.00% | - | Jun 30, 2024 |
| GENUS CAPITAL MANAGEMENT INC. | - | - | - | -5,484 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -4,700 | -100.00% | - | Jun 30, 2024 |
| BLUECREST CAPITAL MANAGEMENT LTD | - | - | - | -4,700 | -100.00% | - | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | - | - | - | -4,677 | -100.00% | - | Jun 30, 2024 |
| CORNERCAP INVESTMENT COUNSEL INC | - | - | - | -4,225 | -100.00% | - | Jun 30, 2024 |
| STERLING INVESTMENT MANAGEMENT, LLC | - | - | - | -3,951 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -3,866 | -100.00% | - | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | - | - | - | -3,769 | -100.00% | - | Jun 30, 2024 |
| MEIJI YASUDA LIFE INSURANCE CO | - | - | - | -3,520 | -100.00% | - | Jun 30, 2024 |
| INCEPTIONR LLC | - | - | - | -3,323 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -3,028 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -2,800 | -100.00% | - | Jun 30, 2024 |
| LMR PARTNERS LLP | - | - | - | -2,800 | -100.00% | - | Jun 30, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | - | - | - | -2,510 | -100.00% | - | Jun 30, 2024 |
| HILLSDALE INVESTMENT MANAGEMENT INC. | - | - | - | -1,934 | -100.00% | - | Jun 30, 2024 |
| TEAM HEWINS, LLC | - | - | - | -1,879 | -100.00% | - | Jun 30, 2024 |
| VERSOR INVESTMENTS LP | - | - | - | -1,801 | -100.00% | - | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -1,778 | -100.00% | - | Jun 30, 2024 |
| MERIDIAN WEALTH MANAGEMENT, LLC | - | - | - | -1,696 | -100.00% | - | Jun 30, 2024 |
| WBI INVESTMENTS, INC. | - | - | - | -1,567 | -100.00% | - | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | - | - | - | -1,531 | -100.00% | - | Jun 30, 2024 |
| CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. | - | - | - | -1,414 | -100.00% | - | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | - | - | - | -1,387 | -100.00% | - | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | - | - | - | -1,346 | -100.00% | - | Jun 30, 2024 |
| SRB CORP | - | - | - | -1,344 | -100.00% | - | Jun 30, 2024 |
| DRW SECURITIES, LLC | - | - | - | -1,332 | -100.00% | - | Jun 30, 2024 |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | - | - | - | -1,168 | -100.00% | - | Jun 30, 2024 |
| CAPULA MANAGEMENT LTD | - | - | - | -1,135 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -1,131 | -100.00% | - | Jun 30, 2024 |
| CORNERSTONE WEALTH GROUP, LLC | - | - | - | -1,052 | -100.00% | - | Jun 30, 2024 |
| MAVEN SECURITIES LTD | - | - | - | -1,050 | -100.00% | - | Jun 30, 2024 |
| LEE FINANCIAL CO | - | - | - | -1,003 | -100.00% | - | Jun 30, 2024 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | - | - | - | -1,001 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
| ZACKS INVESTMENT MANAGEMENT | - | - | - | -903 | -100.00% | - | Jun 30, 2024 |
| BLUESHIFT ASSET MANAGEMENT, LLC | - | - | - | -892 | -100.00% | - | Jun 30, 2024 |
| FOURTHOUGHT FINANCIAL PARTNERS, LLC | - | - | - | -664 | -100.00% | - | Jun 30, 2024 |
| FLUENT FINANCIAL, LLC | - | - | - | -651 | -100.00% | - | Jun 30, 2024 |
| GITTERMAN WEALTH MANAGEMENT, LLC | - | - | - | -648 | -100.00% | - | Jun 30, 2024 |
| PETRUS TRUST COMPANY, LTA | - | - | - | -622 | -100.00% | - | Jun 30, 2024 |
| SKYOAK WEALTH, LLC | - | - | - | -616 | -100.00% | - | Jun 30, 2024 |
| WOODMONT INVESTMENT COUNSEL LLC | - | - | - | -536 | -100.00% | - | Jun 30, 2024 |
| MOODY ALDRICH PARTNERS LLC | - | - | - | -528 | -100.00% | - | Jun 30, 2024 |
| DELAP WEALTH ADVISORY, LLC | - | - | - | -514 | -100.00% | - | Jun 30, 2024 |
| EVOKE WEALTH, LLC | - | - | - | -500 | -100.00% | - | Jun 30, 2024 |
| QVR LLC | - | - | - | -444 | -100.00% | - | Jun 30, 2024 |
| WELCH & FORBES LLC | - | - | - | -431 | -100.00% | - | Jun 30, 2024 |
| MIROVA | - | - | - | -429 | -100.00% | - | Jun 30, 2024 |
| REDE WEALTH, LLC | - | - | - | -426 | -100.00% | - | Jun 30, 2024 |
| COTTONWOOD CAPITAL ADVISORS, LLC | - | - | - | -424 | -100.00% | - | Jun 30, 2024 |
| TRUVESTMENTS CAPITAL LLC | - | - | - | -417 | -100.00% | - | Jun 30, 2024 |
| WELLINGTON WEALTH STRATEGIES, LLC. | - | - | - | -413 | -100.00% | - | Jun 30, 2024 |
| NDVR, INC. | - | - | - | -409 | -100.00% | - | Jun 30, 2024 |
| TRUST CO OF VIRGINIA /VA | - | - | - | -386 | -100.00% | - | Jun 30, 2024 |
| CAPITAL WEALTH PLANNING, LLC | - | - | - | -386 | -100.00% | - | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | - | - | - | -347 | -100.00% | - | Jun 30, 2024 |
| VIMA LLC | - | - | - | -243 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -221 | -100.00% | - | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
| NEW COVENANT TRUST COMPANY, N.A. | - | - | - | -175 | -100.00% | - | Jun 30, 2024 |
| ICA GROUP WEALTH MANAGEMENT, LLC | - | - | - | -159 | -100.00% | - | Jun 30, 2024 |
| MINE & ARAO WEALTH CREATION & MANAGEMENT, LLC. | - | - | - | -150 | -100.00% | - | Jun 30, 2024 |
| CEDAR WEALTH MANAGEMENT, LLC | - | - | - | -140 | -100.00% | - | Jun 30, 2024 |
| NORTHWEST INVESTMENT COUNSELORS, LLC | - | - | - | -105 | -100.00% | - | Jun 30, 2024 |
| INDUSTRIAL ALLIANCE INVESTMENT MANAGEMENT INC. | - | - | - | -87 | -100.00% | - | Jun 30, 2024 |
| FERNWOOD INVESTMENT MANAGEMENT, LLC | - | - | - | -70 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -56 | -100.00% | - | Jun 30, 2024 |
| PALISADE ASSET MANAGEMENT, LLC | - | - | - | -54 | -100.00% | - | Jun 30, 2024 |
| PSI ADVISORS, LLC | - | - | - | -42 | -100.00% | - | Jun 30, 2024 |
| WESTEND CAPITAL MANAGEMENT, LLC | - | - | - | -16 | -100.00% | - | Jun 30, 2024 |
| COREFIRST BANK & TRUST | - | - | - | -12 | -100.00% | - | Jun 30, 2024 |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | - | - | - | -9 | -100.00% | - | Jun 30, 2024 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
| STUDIO INVESTMENT MANAGEMENT LLC | - | - | - | -7 | -100.00% | - | Jun 30, 2024 |
| SHELTER MUTUAL INSURANCE CO | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
Elevance Health's largest sold out institutional shareholder by shares sold is STEADFAST CAPITAL MANAGEMENT LP, sold -0.16M shares, valued at -, as of undefined.
Elevance Health Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| VANGUARD VALLEY FORGE FUNDS | 1.34% | 700,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.25% | 650,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| Eaton Vance Tax-Managed Diversified Equity Income Fund | 0.93% | 106,907 | - | - | Jan 31, 2024 |
| Uncommon Investment Funds Trust | 0.91% | 2,286 | -901 | -28.27% | Jun 30, 2022 |
| STEWARD FUNDS, INC. | 0.82% | 2,000,000 | 2,000,000 | - | Jan 31, 2024 |
| New Age Alpha Trust | 0.43% | 1,506 | 198 | 15.14% | May 31, 2022 |
| Eaton Vance Enhanced Equity Income Fund II | 0.34% | 27,823 | - | - | Mar 31, 2024 |
| Stock Portfolio | 0.32% | 19,824 | - | - | Mar 31, 2024 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.31% | 255,000 | - | - | Mar 31, 2024 |
| Eaton Vance Risk-Managed Diversified Equity Income Fund | 0.31% | 33,339 | - | - | Mar 31, 2024 |
| Federated Hermes Investment Series Funds, Inc. | 0.31% | 3,595,000 | - | - | Feb 29, 2024 |
| Eaton Vance Enhanced Equity Income Fund | 0.28% | 35,149 | - | - | Mar 31, 2024 |
| PIONEER SERIES TRUST XI | 0.26% | 133,104 | - | - | Mar 28, 2024 |
| PIONEER EQUITY INCOME FUND | 0.26% | 57,145 | - | - | Jan 31, 2024 |
| Western Asset Investment Grade Income Fund Inc. | 0.25% | 320,000 | - | - | Mar 28, 2024 |
| T. Rowe Price Corporate Income Fund, Inc. | 0.25% | 1,450,000 | - | - | Feb 29, 2024 |
| Western Asset Investment Grade Defined Opportunity Trust Inc. | 0.24% | 500,000 | - | - | Feb 29, 2024 |
| Eaton Vance Tax-Managed Buy-Write Strategy Fund | 0.22% | 2,545 | - | - | Mar 31, 2023 |
| SunAmerica Specialty Series | 0.21% | 112,556 | - | - | Apr 30, 2021 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.20% | 1,000,000 | - | - | Mar 28, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.20% | 1,000,000 | - | - | Mar 28, 2024 |
| BNY Mellon Growth & Income Fund, Inc. | 0.19% | 36,667 | 36,667 | - | Oct 31, 2019 |
| Touchstone ETF Trust | 0.19% | 750,000 | - | - | Mar 31, 2024 |
| JANUS ASPEN SERIES | 0.18% | 7,650,000 | - | - | Dec 31, 2023 |
| BNY Mellon Large Cap Securities Fund, Inc. | 0.17% | 71,304 | - | - | Mar 31, 2024 |
| Procure ETF Trust I | 0.17% | 60 | -30 | -33.33% | Jan 31, 2022 |
| BLACKROCK CREDIT ALLOCATION INCOME TRUST | 0.16% | 1,985,000 | - | - | Mar 31, 2024 |
| Federated Hermes Equity Income Fund, Inc. | 0.15% | 22,497 | - | - | Feb 29, 2024 |
| DELAWARE GROUP INCOME FUNDS | 0.15% | 4,820,000 | - | - | Jan 31, 2024 |
| BNY Mellon Investment Funds VII, Inc. | 0.15% | 155,000 | - | - | Jan 31, 2024 |
| CRM Mutual Fund Trust | 0.14% | 72,717 | - | - | Mar 31, 2024 |
| DELAWARE GROUP INCOME FUNDS | 0.14% | 4,455,000 | - | - | Jan 31, 2024 |
| DELAWARE GROUP ADVISER FUNDS | 0.14% | 5,732,000 | - | - | Jan 31, 2024 |
| BNY MELLON RESEARCH GROWTH FUND, INC. | 0.12% | 77,577 | - | - | Aug 31, 2023 |
| Adviser Managed Trust | 0.12% | 200,000 | 200,000 | - | Jan 31, 2024 |
| COPLEY FUND INC /NV/ | 0.12% | 1,600 | - | - | Nov 30, 2022 |
| T. Rowe Price Growth Stock Fund, Inc. | 0.11% | 664,737 | - | - | Mar 31, 2024 |
| BlackRock Credit Strategies Fund | 0.10% | 605,000 | - | - | Mar 31, 2024 |
| SCHRODER GLOBAL SERIES TRUST | 0.10% | 208 | -5,005 | -96.01% | Jan 31, 2021 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.10% | 2,625,000 | - | - | Mar 31, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.10% | 500,000 | - | - | Mar 28, 2024 |
| Cohen & Steers Global Income Builder, Inc | 0.09% | 23,698 | 23,698 | - | Sep 30, 2019 |
| MASTER LARGE CAP SERIES LLC | 0.09% | 81,297 | 17,614 | 27.66% | Mar 31, 2022 |
| Pioneer Series Trust III | 0.09% | 25,472 | - | - | Feb 29, 2024 |
| PAX WORLD FUNDS SERIES TRUST I | 0.09% | 1,750,000 | - | - | Mar 31, 2024 |
| JANUS INVESTMENT FUND | 0.08% | 25,338,000 | - | - | Dec 31, 2023 |
| PIONEER SERIES TRUST XII | 0.08% | 55,619 | - | - | Feb 29, 2024 |
| Invesco Bond Fund | 0.08% | 140,000 | - | - | Feb 29, 2024 |
| PIONEER FUND /MA/ | 0.07% | 89,977 | - | - | Mar 28, 2024 |
| JP MORGAN MUTUAL FUND INVESTMENT TRUST | 0.07% | 252,900 | - | - | Dec 31, 2023 |
| Capital Group Central Fund Series II | 0.07% | 7,712,000 | - | - | Feb 29, 2024 |
| PFM Multi-Manager Series Trust | 0.07% | 54,000 | - | - | Dec 31, 2023 |
| AMERICAN FUNDS CORPORATE BOND FUND | 0.07% | 1,157,000 | - | - | Feb 29, 2024 |
| Siren ETF Trust | 0.06% | 2,280 | - | - | Mar 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.06% | 1,000,000 | - | - | Mar 31, 2024 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) | 0.06% | 5,318,000 | -587,000 | -9.94% | Feb 29, 2024 |
| Eaton Vance Tax-Managed Global Diversified Equity Income Fund | 0.06% | 50,402 | - | - | Jan 31, 2024 |
| PRUDENTIAL SECTOR FUNDS, INC. | 0.06% | 120,362 | - | - | Feb 29, 2024 |
| Invesco Bond Fund | 0.05% | 100,000 | - | - | Feb 29, 2024 |
| PUTNAM GLOBAL HEALTH CARE FUND | 0.05% | 87,700 | - | - | Feb 29, 2024 |
| DEUTSCHE DWS PORTFOLIO TRUST | 0.05% | 240,000 | - | - | Jan 31, 2024 |
| DELAWARE GROUP INCOME FUNDS | 0.05% | 1,620,000 | - | - | Jan 31, 2024 |
| Capital Group Central Fund Series II | 0.05% | 5,704,000 | - | - | Feb 29, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.05% | 5,000,000 | - | - | Jan 31, 2024 |
| DELAWARE GROUP INCOME FUNDS | 0.05% | 1,470,000 | - | - | Jan 31, 2024 |
| T. Rowe Price New Income Fund, Inc. | 0.05% | 8,335,000 | - | - | Feb 29, 2024 |
| VANGUARD WELLESLEY INCOME FUND | 0.04% | 15,105,000 | -15,105,000 | -50.00% | Mar 31, 2024 |
| MASTER ADVANTAGE SMID CAP LLC | 0.04% | 5,293 | -264 | -4.75% | Dec 31, 2020 |
| VANGUARD WELLINGTON FUND | 0.04% | 17,525,000 | - | - | Feb 29, 2024 |
| PIONEER BOND FUND /DE/ | 0.04% | 2,500,000 | - | - | Mar 28, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND IV | 0.04% | 9,546,000 | 2,091,000 | 28.05% | Jan 31, 2024 |
| T. Rowe Price Fixed Income Series, Inc. | 0.04% | 85,000 | - | - | Mar 31, 2024 |
| BNY MELLON FUNDS TRUST | 0.04% | 3,000,000 | 3,000,000 | - | Feb 29, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.04% | 1,000,000 | - | - | Mar 31, 2024 |
| Clough Global Dividend & Income Fund | 0.04% | 4,055 | - | - | Jan 31, 2024 |
| Guardian Variable Products Trust | 0.04% | 606,000 | - | - | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.04% | 100,000 | - | - | Mar 31, 2024 |
| JOHCM Funds Trust | 0.04% | 400,000 | - | - | Mar 28, 2024 |
| T. Rowe Price Spectrum Funds II, Inc. | 0.03% | 500,000 | - | - | Feb 29, 2024 |
| NORTHERN FUNDS | 0.03% | 5,000,000 | 4,250,000 | 566.67% | Mar 28, 2024 |
| Columbia Funds Variable Series Trust II | 0.03% | 1,070,000 | - | - | Mar 31, 2024 |
| JNL VARIABLE FUND LLC | 0.03% | 183,885 | -9,533 | -4.93% | Mar 31, 2020 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.03% | 795,000 | - | - | Mar 31, 2024 |
| Clough Funds Trust | 0.03% | 1,270 | - | - | Jan 31, 2023 |
| AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) | 0.03% | 393,527 | - | - | Jan 31, 2024 |
| Capital Group Core Equity ETF | 0.03% | 6,463 | - | - | Feb 29, 2024 |
| BlackRock ESG Capital Allocation Trust | 0.03% | 1,724,000 | - | - | Mar 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.03% | 5,116 | - | - | Mar 28, 2024 |
| T. Rowe Price Short-Term Bond Fund, Inc. | 0.03% | 2,325,000 | - | - | Feb 29, 2024 |
| EATON VANCE SPECIAL INVESTMENT TRUST | 0.02% | 44,000 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.02% | 61,000 | - | - | Mar 31, 2024 |
| Global Beta ETF Trust | 0.02% | 68 | - | - | May 31, 2022 |
| Guardian Variable Products Trust | 0.02% | 400,000 | - | - | Mar 31, 2024 |
| American Funds Global Insight Fund | 0.02% | 50,323 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS PORTFOLIO TRUST | 0.02% | 108,000 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | 0.02% | 50,000 | - | - | Mar 31, 2024 |
| Transparent Value Trust | 0.02% | 359 | - | - | Dec 31, 2023 |
Elevance Health's largest mutual fund holder by % of total assets is "VANGUARD VALLEY FORGE FUNDS", owning 700.00K shares, compromising 1.34% of its total assets.
Elevance Health Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 1,681 | -1.00% |
| 31 Mar, 24 | 1,698 | 0.71% |
| 31 Dec, 23 | 1,686 | 8.56% |
| 30 Sep, 23 | 1,553 | 0.71% |
| 30 Jun, 23 | 1,542 | 0.72% |
| 31 Mar, 23 | 1,531 | -3.28% |
| 31 Dec, 22 | 1,583 | 7.54% |
| 30 Sep, 22 | 1,472 | -0.34% |
| 30 Jun, 22 | 1,477 | 1.44% |
| 31 Mar, 22 | 1,456 | 2.90% |
| 31 Dec, 21 | 1,415 | 11.86% |
| 30 Sep, 21 | 1,265 | -0.47% |
| 30 Jun, 21 | 1,271 | 2.17% |
| 31 Mar, 21 | 1,244 | 2.13% |
| 31 Dec, 20 | 1,218 | 7.60% |
| 30 Sep, 20 | 1,132 | -1.22% |
| 30 Jun, 20 | 1,146 | 5.52% |
| 31 Mar, 20 | 1,086 | -6.46% |
| 31 Dec, 19 | 1,161 | 9.32% |
| 30 Sep, 19 | 1,062 | -1.30% |
| 30 Jun, 19 | 1,076 | -4.10% |
| 31 Mar, 19 | 1,122 | 8.20% |
| 31 Dec, 18 | 1,037 | 5.39% |
| 30 Sep, 18 | 984 | 2.39% |
| 30 Jun, 18 | 961 | 0.52% |
| 31 Mar, 18 | 956 | 2.80% |
| 31 Dec, 17 | 930 | 7.02% |
| 30 Sep, 17 | 869 | -0.69% |
| 30 Jun, 17 | 875 | 6.84% |
| 31 Mar, 17 | 819 | 0.24% |
| 31 Dec, 16 | 817 | 7.22% |
| 30 Sep, 16 | 762 | -1.93% |
| 30 Jun, 16 | 777 | -1.15% |
| 31 Mar, 16 | 786 | -1.01% |
| 31 Dec, 15 | 794 | 1.40% |
| 30 Sep, 15 | 783 | -3.69% |
| 30 Jun, 15 | 813 | 4.63% |
| 31 Mar, 15 | 777 | 5.28% |
| 31 Dec, 14 | 738 | 73700.00% |
| 30 Sep, 14 | 1 | - |
| 30 Jun, 14 | 1 | - |
| 31 Mar, 14 | 1 | -50.00% |
| 31 Dec, 13 | 2 | 100.00% |
| 30 Sep, 13 | 1 | - |
| 30 Jun, 13 | 1 | - |
| 31 Mar, 13 | 1 | - |
| 31 Dec, 12 | 1 | - |
| 30 Sep, 12 | 1 | - |
| 31 Mar, 12 | 1 | - |
| 31 Dec, 11 | 1 | -50.00% |
| 30 Sep, 11 | 2 | 100.00% |
| 30 Jun, 11 | 1 | - |
| 31 Dec, 10 | 1 | - |
| 30 Sep, 10 | 1 | - |
| 30 Jun, 10 | 1 | - |
| 31 Mar, 10 | 1 | - |
| 31 Dec, 09 | 1 | - |
| 30 Sep, 09 | 1 | - |
| 30 Jun, 09 | 1 | - |
| 31 Mar, 09 | 1 | - |
| 31 Dec, 08 | 1 | - |
| 30 Sep, 08 | 1 | - |
| 30 Jun, 08 | 1 | - |
| 31 Mar, 08 | 1 | - |
| 31 Dec, 07 | 1 | - |
| 30 Sep, 07 | 1 | - |
| 30 Jun, 07 | 1 | - |
| 31 Mar, 07 | 1 | - |
| 31 Dec, 06 | 1 | - |
As of 30 Jun 24, 1,681 institutions are holding Elevance Health's shares, representing a decrease of -1.00% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 206,764,728 | 1.64% |
| 31 Mar, 24 | 203,437,665 | -2.05% |
| 31 Dec, 23 | 207,691,463 | 1.81% |
| 30 Sep, 23 | 203,990,252 | -2.71% |
| 30 Jun, 23 | 209,668,206 | -1.50% |
| 31 Mar, 23 | 212,856,533 | 0.17% |
| 31 Dec, 22 | 212,497,079 | -0.18% |
| 30 Sep, 22 | 212,880,861 | -0.22% |
| 30 Jun, 22 | 213,346,913 | -0.98% |
| 31 Mar, 22 | 215,449,980 | 0.91% |
| 31 Dec, 21 | 213,513,403 | -0.82% |
| 30 Sep, 21 | 215,285,345 | -0.32% |
| 30 Jun, 21 | 215,985,267 | -1.52% |
| 31 Mar, 21 | 219,308,438 | -0.07% |
| 31 Dec, 20 | 219,464,819 | -2.87% |
| 30 Sep, 20 | 225,958,380 | 0.57% |
| 30 Jun, 20 | 224,687,821 | 1.15% |
| 31 Mar, 20 | 222,136,159 | -0.12% |
| 31 Dec, 19 | 222,404,370 | -1.43% |
| 30 Sep, 19 | 225,632,721 | -1.24% |
| 30 Jun, 19 | 228,459,413 | 0.83% |
| 31 Mar, 19 | 226,572,258 | -1.08% |
| 31 Dec, 18 | 229,055,027 | 0.85% |
| 30 Sep, 18 | 227,127,824 | -0.43% |
| 30 Jun, 18 | 228,102,868 | 0.84% |
| 31 Mar, 18 | 226,213,846 | 0.22% |
| 31 Dec, 17 | 225,718,151 | -0.54% |
| 30 Sep, 17 | 226,933,595 | -2.47% |
| 30 Jun, 17 | 232,682,103 | -2.04% |
| 31 Mar, 17 | 237,525,060 | 1.40% |
| 31 Dec, 16 | 234,236,389 | 0.17% |
| 30 Sep, 16 | 233,829,622 | -1.55% |
| 30 Jun, 16 | 237,506,451 | 0.57% |
| 31 Mar, 16 | 236,165,044 | -0.20% |
| 31 Dec, 15 | 236,644,295 | -3.94% |
| 30 Sep, 15 | 246,345,702 | 8.16% |
| 30 Jun, 15 | 227,758,953 | -2.41% |
| 31 Mar, 15 | 233,387,794 | -0.71% |
| 31 Dec, 14 | 235,049,711 | 386361.44% |
| 30 Sep, 14 | 60,821 | - |
| 30 Jun, 14 | 60,821 | 10.39% |
| 31 Mar, 14 | 55,096 | 24.67% |
| 31 Dec, 13 | 44,192 | 27.48% |
| 30 Sep, 13 | 34,667 | 0.24% |
| 30 Jun, 13 | 34,584 | -6.22% |
| 31 Mar, 13 | 36,877 | 22.27% |
| 31 Dec, 12 | 30,161 | -3.21% |
| 30 Sep, 12 | 31,160 | - |
| 31 Mar, 12 | 14,260 | -72.44% |
| 31 Dec, 11 | 51,740 | 7.40% |
| 30 Sep, 11 | 48,177 | 82.73% |
| 30 Jun, 11 | 26,365 | - |
| 31 Dec, 10 | 1,100 | - |
| 30 Sep, 10 | 1,100 | -84.26% |
| 30 Jun, 10 | 6,990 | 11.66% |
| 31 Mar, 10 | 6,260 | -57.62% |
| 31 Dec, 09 | 14,770 | -1.89% |
| 30 Sep, 09 | 15,055 | -55.64% |
| 30 Jun, 09 | 33,941 | 2985.55% |
| 31 Mar, 09 | 1,100 | - |
| 31 Dec, 08 | 1,100 | - |
| 30 Sep, 08 | 1,100 | - |
| 30 Jun, 08 | 1,100 | - |
| 31 Mar, 08 | 1,100 | -91.12% |
| 31 Dec, 07 | 12,385 | -42.38% |
| 30 Sep, 07 | 21,493 | -18.91% |
| 30 Jun, 07 | 26,504 | -30.91% |
| 31 Mar, 07 | 38,362 | 209.75% |
| 31 Dec, 06 | 12,385 | - |
Elevance Health (ELV) has 206.76M shares outstanding as of 30 Jun 24, up 1.64% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 88.85% | 1.17% |
| 31 Mar, 24 | 87.29% | 1.14% |
| 31 Dec, 23 | 87.49% | 1.18% |
| 30 Sep, 23 | 86.06% | 1.10% |
| 30 Jun, 23 | 88.45% | 1.10% |
| 31 Mar, 23 | 89.62% | 1.14% |
| 31 Dec, 22 | 88.54% | 1.12% |
| 30 Sep, 22 | 88.85% | 1.13% |
| 30 Jun, 22 | 88.64% | 1.11% |
| 31 Mar, 22 | 89.25% | 1.14% |
| 31 Dec, 21 | 88.31% | 1.13% |
| 30 Sep, 21 | 88.45% | 1.13% |
| 30 Jun, 21 | 88.34% | 1.10% |
| 31 Mar, 21 | 89.54% | 1.17% |
| 31 Dec, 20 | 87.51% | 1.08% |
| 30 Sep, 20 | 90.02% | 1.13% |
| 30 Jun, 20 | 89.09% | 1.15% |
| 31 Mar, 20 | 88.01% | 1.16% |
| 31 Dec, 19 | 87.05% | 1.11% |
| 30 Sep, 19 | 88.41% | 1.11% |
| 30 Jun, 19 | 89.28% | 1.15% |
| 31 Mar, 19 | 88.04% | 1.11% |
| 31 Dec, 18 | 89.00% | 1.16% |
| 30 Sep, 18 | 87.53% | 1.13% |
| 30 Jun, 18 | 88.17% | 1.13% |
| 31 Mar, 18 | 88.52% | 1.14% |
| 31 Dec, 17 | 88.14% | 1.13% |
| 30 Sep, 17 | 88.16% | 1.14% |
| 30 Jun, 17 | 87.94% | 1.09% |
| 31 Mar, 17 | 89.84% | 1.14% |
| 31 Dec, 16 | 88.81% | 1.13% |
| 30 Sep, 16 | 88.84% | 1.09% |
| 30 Jun, 16 | 90.31% | 1.12% |
| 31 Mar, 16 | 89.85% | 1.09% |
| 31 Dec, 15 | 90.59% | 1.02% |
| 30 Sep, 15 | 94.28% | 1.26% |
| 30 Jun, 15 | 86.57% | 1.13% |
| 31 Mar, 15 | 87.54% | 1.14% |
| 31 Dec, 14 | 87.67% | 17329978.67% |
| 30 Sep, 14 | 0.02% | 4570.27% |
| 30 Jun, 14 | 0.02% | 5814.36% |
| 31 Mar, 14 | 0.02% | 7940.76% |
| 31 Dec, 13 | 0.02% | 11447.01% |
| 30 Sep, 13 | 0.01% | 8813.91% |
| 30 Jun, 13 | 0.01% | 7781.97% |
| 31 Mar, 13 | 0.01% | 12412.12% |
| 31 Dec, 12 | 0.01% | 10075.76% |
| 30 Sep, 12 | 0.01% | - |
| 31 Mar, 12 | 0.00% | 1766.67% |
| 31 Dec, 11 | 0.02% | 8535.56% |
| 30 Sep, 11 | 0.01% | 26100.00% |
| 30 Jun, 11 | 0.01% | - |
| 31 Dec, 10 | 0.00% | 356966.67% |
| 30 Sep, 10 | 0.00% | 10987.50% |
| 30 Jun, 10 | 0.00% | 79757.14% |
| 31 Mar, 10 | 0.00% | 14977.42% |
| 31 Dec, 09 | 0.00% | 29915.63% |
| 30 Sep, 09 | 0.00% | 6861.76% |
| 30 Jun, 09 | 0.01% | 15427750.00% |
| 31 Mar, 09 | 0.00% | 500000.00% |
| 31 Dec, 08 | 0.00% | 517650.00% |
| 30 Sep, 08 | 0.00% | 507500.00% |
| 30 Jun, 08 | 0.00% | 522400.00% |
| 31 Mar, 08 | 0.00% | 4604.76% |
| 31 Dec, 07 | 0.00% | 15933.33% |
| 30 Sep, 07 | 0.00% | 19469.77% |
| 30 Jun, 07 | 0.00% | 11004.76% |
| 31 Mar, 07 | 0.01% | 154875.00% |
| 31 Dec, 06 | 0.00% | - |
As of 30 Jun 24, Elevance Health is held by 88.85% institutional shareholders, representing a 1.17% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 804 | -1.47% |
| 31 Mar, 24 | 816 | -0.61% |
| 31 Dec, 23 | 821 | 20.38% |
| 30 Sep, 23 | 682 | -0.44% |
| 30 Jun, 23 | 685 | 0.88% |
| 31 Mar, 23 | 679 | -9.71% |
| 31 Dec, 22 | 752 | 12.57% |
| 30 Sep, 22 | 668 | 2.61% |
| 30 Jun, 22 | 651 | -2.40% |
| 31 Mar, 22 | 667 | -0.15% |
| 31 Dec, 21 | 668 | 23.02% |
| 30 Sep, 21 | 543 | 0.93% |
| 30 Jun, 21 | 538 | -2.00% |
| 31 Mar, 21 | 549 | 0.18% |
| 31 Dec, 20 | 548 | 10.48% |
| 30 Sep, 20 | 496 | -5.16% |
| 30 Jun, 20 | 523 | 8.06% |
| 31 Mar, 20 | 484 | -11.03% |
| 31 Dec, 19 | 544 | 19.04% |
| 30 Sep, 19 | 457 | -9.86% |
| 30 Jun, 19 | 507 | 1.40% |
| 31 Mar, 19 | 500 | 14.68% |
| 31 Dec, 18 | 436 | 12.37% |
| 30 Sep, 18 | 388 | - |
| 30 Jun, 18 | 388 | 3.47% |
| 31 Mar, 18 | 375 | -7.41% |
| 31 Dec, 17 | 405 | 21.99% |
| 30 Sep, 17 | 332 | -14.21% |
| 30 Jun, 17 | 387 | 10.89% |
| 31 Mar, 17 | 349 | -1.41% |
| 31 Dec, 16 | 354 | 9.60% |
| 30 Sep, 16 | 323 | -10.03% |
| 30 Jun, 16 | 359 | 7.81% |
| 31 Mar, 16 | 333 | -4.86% |
| 31 Dec, 15 | 350 | 4.79% |
| 30 Sep, 15 | 334 | 0.60% |
| 30 Jun, 15 | 332 | 2.79% |
| 31 Mar, 15 | 323 | -54.31% |
| 31 Dec, 14 | 707 | - |
| 30 Sep, 14 | - | -100.00% |
| 30 Jun, 14 | 1 | - |
| 31 Mar, 14 | 1 | - |
| 31 Dec, 13 | 1 | - |
| 30 Sep, 13 | 1 | - |
| 30 Jun, 13 | - | -100.00% |
| 31 Mar, 13 | 1 | - |
| 31 Dec, 12 | - | -100.00% |
| 30 Sep, 12 | 1 | - |
| 31 Mar, 12 | - | -100.00% |
| 31 Dec, 11 | 1 | -50.00% |
| 30 Sep, 11 | 2 | 100.00% |
| 30 Jun, 11 | 1 | - |
| 31 Dec, 10 | - | - |
| 30 Sep, 10 | - | -100.00% |
| 30 Jun, 10 | 1 | - |
| 31 Mar, 10 | - | - |
| 31 Dec, 09 | - | - |
| 30 Sep, 09 | - | -100.00% |
| 30 Jun, 09 | 1 | - |
| 31 Mar, 09 | - | - |
| 31 Dec, 08 | - | - |
| 30 Sep, 08 | - | - |
| 30 Jun, 08 | - | - |
| 31 Mar, 08 | - | - |
| 31 Dec, 07 | - | - |
| 30 Sep, 07 | - | - |
| 30 Jun, 07 | - | -100.00% |
| 31 Mar, 07 | 1 | - |
| 31 Dec, 06 | 1 | - |
804 institutional shareholders have increased their position in ELV stock as of 30 Jun 24 compared to 816 in the previous quarter (a -1.47% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 530 | -0.75% |
| 31 Mar, 24 | 534 | -8.72% |
| 31 Dec, 23 | 585 | 4.28% |
| 30 Sep, 23 | 561 | -2.43% |
| 30 Jun, 23 | 575 | 3.79% |
| 31 Mar, 23 | 554 | 0.73% |
| 31 Dec, 22 | 550 | 12.02% |
| 30 Sep, 22 | 491 | -5.76% |
| 30 Jun, 22 | 521 | 7.87% |
| 31 Mar, 22 | 483 | 8.54% |
| 31 Dec, 21 | 445 | 7.49% |
| 30 Sep, 21 | 414 | -7.17% |
| 30 Jun, 21 | 446 | 0.22% |
| 31 Mar, 21 | 445 | 5.95% |
| 31 Dec, 20 | 420 | 2.19% |
| 30 Sep, 20 | 411 | 4.58% |
| 30 Jun, 20 | 393 | -4.84% |
| 31 Mar, 20 | 413 | 0.24% |
| 31 Dec, 19 | 412 | 5.37% |
| 30 Sep, 19 | 391 | 6.54% |
| 30 Jun, 19 | 367 | -14.05% |
| 31 Mar, 19 | 427 | 6.75% |
| 31 Dec, 18 | 400 | 3.09% |
| 30 Sep, 18 | 388 | 7.78% |
| 30 Jun, 18 | 360 | -5.51% |
| 31 Mar, 18 | 381 | 7.02% |
| 31 Dec, 17 | 356 | - |
| 30 Sep, 17 | 356 | 9.20% |
| 30 Jun, 17 | 326 | 0.62% |
| 31 Mar, 17 | 324 | 1.25% |
| 31 Dec, 16 | 320 | 10.34% |
| 30 Sep, 16 | 290 | 10.69% |
| 30 Jun, 16 | 262 | -15.76% |
| 31 Mar, 16 | 311 | 4.01% |
| 31 Dec, 15 | 299 | 3.46% |
| 30 Sep, 15 | 289 | -7.96% |
| 30 Jun, 15 | 314 | -0.63% |
| 31 Mar, 15 | 316 | - |
| 31 Dec, 14 | - | - |
| 30 Sep, 14 | - | - |
| 30 Jun, 14 | - | - |
| 31 Mar, 14 | - | -100.00% |
| 31 Dec, 13 | 1 | - |
| 30 Sep, 13 | - | -100.00% |
| 30 Jun, 13 | 1 | - |
| 31 Mar, 13 | - | -100.00% |
| 31 Dec, 12 | 1 | - |
| 30 Sep, 12 | - | - |
| 31 Mar, 12 | 1 | - |
| 31 Dec, 11 | - | - |
| 30 Sep, 11 | - | - |
| 30 Jun, 11 | - | - |
| 31 Dec, 10 | - | -100.00% |
| 30 Sep, 10 | 1 | - |
| 30 Jun, 10 | - | -100.00% |
| 31 Mar, 10 | 1 | - |
| 31 Dec, 09 | 1 | - |
| 30 Sep, 09 | 1 | - |
| 30 Jun, 09 | - | - |
| 31 Mar, 09 | - | - |
| 31 Dec, 08 | - | - |
| 30 Sep, 08 | - | - |
| 30 Jun, 08 | - | -100.00% |
| 31 Mar, 08 | 1 | - |
| 31 Dec, 07 | 1 | - |
| 30 Sep, 07 | 1 | - |
| 30 Jun, 07 | 1 | - |
| 31 Mar, 07 | - | - |
| 31 Dec, 06 | - | - |
530 institutional shareholders have reduced their position in ELV stock as of 30 Jun 24 compared to 534 in the previous quarter (a -0.75% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 1,681 | -1.00% | 206,764,728 | 1.64% | 88.85% | 1.17% | 804 | -1.47% | 530 | -0.75% |
| 31 Mar, 24 | 1,698 | 0.71% | 203,437,665 | -2.05% | 87.29% | 1.14% | 816 | -0.61% | 534 | -8.72% |
| 31 Dec, 23 | 1,686 | 8.56% | 207,691,463 | 1.81% | 87.49% | 1.18% | 821 | 20.38% | 585 | 4.28% |
| 30 Sep, 23 | 1,553 | 0.71% | 203,990,252 | -2.71% | 86.06% | 1.10% | 682 | -0.44% | 561 | -2.43% |
| 30 Jun, 23 | 1,542 | 0.72% | 209,668,206 | -1.50% | 88.45% | 1.10% | 685 | 0.88% | 575 | 3.79% |
| 31 Mar, 23 | 1,531 | -3.28% | 212,856,533 | 0.17% | 89.62% | 1.14% | 679 | -9.71% | 554 | 0.73% |
| 31 Dec, 22 | 1,583 | 7.54% | 212,497,079 | -0.18% | 88.54% | 1.12% | 752 | 12.57% | 550 | 12.02% |
| 30 Sep, 22 | 1,472 | -0.34% | 212,880,861 | -0.22% | 88.85% | 1.13% | 668 | 2.61% | 491 | -5.76% |
| 30 Jun, 22 | 1,477 | 1.44% | 213,346,913 | -0.98% | 88.64% | 1.11% | 651 | -2.40% | 521 | 7.87% |
| 31 Mar, 22 | 1,456 | 2.90% | 215,449,980 | 0.91% | 89.25% | 1.14% | 667 | -0.15% | 483 | 8.54% |
| 31 Dec, 21 | 1,415 | 11.86% | 213,513,403 | -0.82% | 88.31% | 1.13% | 668 | 23.02% | 445 | 7.49% |
| 30 Sep, 21 | 1,265 | -0.47% | 215,285,345 | -0.32% | 88.45% | 1.13% | 543 | 0.93% | 414 | -7.17% |
| 30 Jun, 21 | 1,271 | 2.17% | 215,985,267 | -1.52% | 88.34% | 1.10% | 538 | -2.00% | 446 | 0.22% |
| 31 Mar, 21 | 1,244 | 2.13% | 219,308,438 | -0.07% | 89.54% | 1.17% | 549 | 0.18% | 445 | 5.95% |
| 31 Dec, 20 | 1,218 | 7.60% | 219,464,819 | -2.87% | 87.51% | 1.08% | 548 | 10.48% | 420 | 2.19% |
| 30 Sep, 20 | 1,132 | -1.22% | 225,958,380 | 0.57% | 90.02% | 1.13% | 496 | -5.16% | 411 | 4.58% |
| 30 Jun, 20 | 1,146 | 5.52% | 224,687,821 | 1.15% | 89.09% | 1.15% | 523 | 8.06% | 393 | -4.84% |
| 31 Mar, 20 | 1,086 | -6.46% | 222,136,159 | -0.12% | 88.01% | 1.16% | 484 | -11.03% | 413 | 0.24% |
| 31 Dec, 19 | 1,161 | 9.32% | 222,404,370 | -1.43% | 87.05% | 1.11% | 544 | 19.04% | 412 | 5.37% |
| 30 Sep, 19 | 1,062 | -1.30% | 225,632,721 | -1.24% | 88.41% | 1.11% | 457 | -9.86% | 391 | 6.54% |
| 30 Jun, 19 | 1,076 | -4.10% | 228,459,413 | 0.83% | 89.28% | 1.15% | 507 | 1.40% | 367 | -14.05% |
| 31 Mar, 19 | 1,122 | 8.20% | 226,572,258 | -1.08% | 88.04% | 1.11% | 500 | 14.68% | 427 | 6.75% |
| 31 Dec, 18 | 1,037 | 5.39% | 229,055,027 | 0.85% | 89.00% | 1.16% | 436 | 12.37% | 400 | 3.09% |
| 30 Sep, 18 | 984 | 2.39% | 227,127,824 | -0.43% | 87.53% | 1.13% | 388 | - | 388 | 7.78% |
| 30 Jun, 18 | 961 | 0.52% | 228,102,868 | 0.84% | 88.17% | 1.13% | 388 | 3.47% | 360 | -5.51% |
| 31 Mar, 18 | 956 | 2.80% | 226,213,846 | 0.22% | 88.52% | 1.14% | 375 | -7.41% | 381 | 7.02% |
| 31 Dec, 17 | 930 | 7.02% | 225,718,151 | -0.54% | 88.14% | 1.13% | 405 | 21.99% | 356 | - |
| 30 Sep, 17 | 869 | -0.69% | 226,933,595 | -2.47% | 88.16% | 1.14% | 332 | -14.21% | 356 | 9.20% |
| 30 Jun, 17 | 875 | 6.84% | 232,682,103 | -2.04% | 87.94% | 1.09% | 387 | 10.89% | 326 | 0.62% |
| 31 Mar, 17 | 819 | 0.24% | 237,525,060 | 1.40% | 89.84% | 1.14% | 349 | -1.41% | 324 | 1.25% |
| 31 Dec, 16 | 817 | 7.22% | 234,236,389 | 0.17% | 88.81% | 1.13% | 354 | 9.60% | 320 | 10.34% |
| 30 Sep, 16 | 762 | -1.93% | 233,829,622 | -1.55% | 88.84% | 1.09% | 323 | -10.03% | 290 | 10.69% |
| 30 Jun, 16 | 777 | -1.15% | 237,506,451 | 0.57% | 90.31% | 1.12% | 359 | 7.81% | 262 | -15.76% |
| 31 Mar, 16 | 786 | -1.01% | 236,165,044 | -0.20% | 89.85% | 1.09% | 333 | -4.86% | 311 | 4.01% |
| 31 Dec, 15 | 794 | 1.40% | 236,644,295 | -3.94% | 90.59% | 1.02% | 350 | 4.79% | 299 | 3.46% |
| 30 Sep, 15 | 783 | -3.69% | 246,345,702 | 8.16% | 94.28% | 1.26% | 334 | 0.60% | 289 | -7.96% |
| 30 Jun, 15 | 813 | 4.63% | 227,758,953 | -2.41% | 86.57% | 1.13% | 332 | 2.79% | 314 | -0.63% |
| 31 Mar, 15 | 777 | 5.28% | 233,387,794 | -0.71% | 87.54% | 1.14% | 323 | -54.31% | 316 | - |
| 31 Dec, 14 | 738 | 73700.00% | 235,049,711 | 386361.44% | 87.67% | 17329978.67% | 707 | - | - | - |
| 30 Sep, 14 | 1 | - | 60,821 | - | 0.02% | 4570.27% | - | -100.00% | - | - |
| 30 Jun, 14 | 1 | - | 60,821 | 10.39% | 0.02% | 5814.36% | 1 | - | - | - |
| 31 Mar, 14 | 1 | -50.00% | 55,096 | 24.67% | 0.02% | 7940.76% | 1 | - | - | -100.00% |
| 31 Dec, 13 | 2 | 100.00% | 44,192 | 27.48% | 0.02% | 11447.01% | 1 | - | 1 | - |
| 30 Sep, 13 | 1 | - | 34,667 | 0.24% | 0.01% | 8813.91% | 1 | - | - | -100.00% |
| 30 Jun, 13 | 1 | - | 34,584 | -6.22% | 0.01% | 7781.97% | - | -100.00% | 1 | - |
| 31 Mar, 13 | 1 | - | 36,877 | 22.27% | 0.01% | 12412.12% | 1 | - | - | -100.00% |
| 31 Dec, 12 | 1 | - | 30,161 | -3.21% | 0.01% | 10075.76% | - | -100.00% | 1 | - |
| 30 Sep, 12 | 1 | - | 31,160 | - | 0.01% | - | 1 | - | - | - |
| 31 Mar, 12 | 1 | - | 14,260 | -72.44% | 0.00% | 1766.67% | - | -100.00% | 1 | - |
| 31 Dec, 11 | 1 | -50.00% | 51,740 | 7.40% | 0.02% | 8535.56% | 1 | -50.00% | - | - |
| 30 Sep, 11 | 2 | 100.00% | 48,177 | 82.73% | 0.01% | 26100.00% | 2 | 100.00% | - | - |
| 30 Jun, 11 | 1 | - | 26,365 | - | 0.01% | - | 1 | - | - | - |
| 31 Dec, 10 | 1 | - | 1,100 | - | 0.00% | 356966.67% | - | - | - | -100.00% |
| 30 Sep, 10 | 1 | - | 1,100 | -84.26% | 0.00% | 10987.50% | - | -100.00% | 1 | - |
| 30 Jun, 10 | 1 | - | 6,990 | 11.66% | 0.00% | 79757.14% | 1 | - | - | -100.00% |
| 31 Mar, 10 | 1 | - | 6,260 | -57.62% | 0.00% | 14977.42% | - | - | 1 | - |
| 31 Dec, 09 | 1 | - | 14,770 | -1.89% | 0.00% | 29915.63% | - | - | 1 | - |
| 30 Sep, 09 | 1 | - | 15,055 | -55.64% | 0.00% | 6861.76% | - | -100.00% | 1 | - |
| 30 Jun, 09 | 1 | - | 33,941 | 2985.55% | 0.01% | 15427750.00% | 1 | - | - | - |
| 31 Mar, 09 | 1 | - | 1,100 | - | 0.00% | 500000.00% | - | - | - | - |
| 31 Dec, 08 | 1 | - | 1,100 | - | 0.00% | 517650.00% | - | - | - | - |
| 30 Sep, 08 | 1 | - | 1,100 | - | 0.00% | 507500.00% | - | - | - | - |
| 30 Jun, 08 | 1 | - | 1,100 | - | 0.00% | 522400.00% | - | - | - | -100.00% |
| 31 Mar, 08 | 1 | - | 1,100 | -91.12% | 0.00% | 4604.76% | - | - | 1 | - |
| 31 Dec, 07 | 1 | - | 12,385 | -42.38% | 0.00% | 15933.33% | - | - | 1 | - |
| 30 Sep, 07 | 1 | - | 21,493 | -18.91% | 0.00% | 19469.77% | - | - | 1 | - |
| 30 Jun, 07 | 1 | - | 26,504 | -30.91% | 0.00% | 11004.76% | - | -100.00% | 1 | - |
| 31 Mar, 07 | 1 | - | 38,362 | 209.75% | 0.01% | 154875.00% | 1 | - | - | - |
| 31 Dec, 06 | 1 | - | 12,385 | - | 0.00% | - | 1 | - | - | - |
Elevance Health Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Elevance Health's stock was made by PERU RAMIRO G on Aug 06 2024, selling 753 shares at $531.52 per share (valued at $400.23K).
Elevance Health Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 8 | - |
| Q2 2024 | 12 | 6 | 200.00% |
| Q1 2024 | 24 | 14 | 171.43% |
| Q4 2023 | 4 | 7 | 57.14% |
| Q3 2023 | - | 1 | - |
| Q2 2023 | 10 | - | - |
| Q1 2023 | 25 | 22 | 113.64% |
| Q4 2022 | 1 | 5 | 20.00% |
| Q2 2022 | 14 | 6 | 233.33% |
| Q1 2022 | 34 | 37 | 91.89% |
| Q4 2021 | 4 | 9 | 44.44% |
| Q3 2021 | 2 | 2 | 100.00% |
| Q2 2021 | 13 | 14 | 92.86% |
| Q1 2021 | 30 | 28 | 107.14% |
| Q4 2020 | 11 | 35 | 31.43% |
| Q3 2020 | - | 2 | - |
| Q2 2020 | 14 | 23 | 60.87% |
| Q1 2020 | 27 | 9 | 300.00% |
| Q4 2019 | 10 | 16 | 62.50% |
| Q3 2019 | - | 4 | - |
0 total buy trades, and 8 total sell trades (buy/sell ratio of 0.00%) were made by Elevance Health's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 8 | - |
| Q2 2024 | - | 4 | - |
| Q1 2024 | - | 6 | - |
| Q4 2023 | - | 3 | - |
| Q3 2023 | - | 1 | - |
| Q2 2023 | - | - | - |
| Q1 2023 | - | 7 | - |
| Q4 2022 | - | - | - |
| Q2 2022 | - | 5 | - |
| Q1 2022 | - | 9 | - |
| Q4 2021 | - | 1 | - |
| Q3 2021 | 1 | - | - |
| Q2 2021 | - | 8 | - |
| Q1 2021 | 1 | 9 | 11.11% |
| Q4 2020 | - | 23 | - |
| Q3 2020 | - | - | - |
| Q2 2020 | - | 17 | - |
| Q1 2020 | 2 | - | - |
| Q4 2019 | - | 8 | - |
| Q3 2019 | - | 2 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 8 open market sell trades of Elevance Health's stocks.
ELV Ownership FAQ
Who Owns Elevance Health?
Elevance Health is owned by institutional shareholders (88.85%), insiders (0.19%), and public (10.96%). The largest institutional shareholder of Elevance Health is VANGUARD GROUP INC (9.11% of total shares) and the top mutual fund owner is VANGUARD VALLEY FORGE FUNDS (1.34% of total shares).
Who are the major institutional shareholders of Elevance Health?
Elevance Health's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., PRICE T ROWE ASSOCIATES INC /MD/, STATE STREET CORP, and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 29.60% of the company's share outstanding.
How many Elevance Health shareholders are there?
As of Jun 2024, there are 1,681 institutional shareholders of Elevance Health.
What percentage of Elevance Health is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 21.21M shares of Elevance Health, representing 9.11% of the company's total shares outstanding, valued at $11.49B (as of Jun 2024).
What percentage of Elevance Health is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 20.7M shares of Elevance Health (ELV), compromising 8.90% of the company, valued at $11.22B.
What percentage of Elevance Health is owned by PRICE T ROWE ASSOCIATES INC /MD/?
PRICE T ROWE ASSOCIATES INC /MD/ is the third largest holder of Elevance Health. The company owns 11.65M of the company's shares outstanding (worth $6.31B).