Elevance Health Ownership | Who Owns Elevance Health?
Elevance Health Ownership Summary
Elevance Health is owned by 31.48% institutional investors, 0.32% insiders, and 68.20% retail investors. Vanguard group is the largest institutional shareholder, holding 9.22% of ELV shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.25% of its assets in Elevance Health shares.
ELV Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Elevance Health | 31.48% | 0.32% | 68.20% |
| Sector | Healthcare Stocks | 57.39% | 9.93% | 32.68% |
| Industry | Healthcare Plans Stocks | 61.95% | 1.90% | 36.15% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 21.49M | 9.22% | $7.93B |
| Blackrock funding, inc. /de | 20.44M | 8.77% | $7.54B |
| State street | 10.68M | 4.58% | $3.94B |
| Price t rowe associates inc /md/ | 10.62M | 4.56% | $3.92B |
| Wellington management group llp | 6.36M | 2.73% | $2.34B |
| Geode capital management | 4.96M | 2.13% | $1.83B |
| Sanders capital | 4.69M | 2.01% | $1.73B |
| Capital investors | 3.88M | 1.67% | $1.43B |
| First eagle investment management | 3.23M | 1.38% | $1.19B |
| Norges bank | 3.08M | 1.32% | $1.14B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Wishbone management, lp | 152.00K | 26.64% | $56.07M |
| High ground investment management llp | 209.01K | 23.92% | $77.10M |
| Brave warrior advisors | 1.63M | 14.96% | $601.30M |
| North peak capital management | 194.61K | 9.51% | $71.79M |
| Hyperion capital advisors lp | 49.00K | 9.29% | $18.08M |
| Grafton street partners fund, lp | 31.21K | 8.37% | $11.52M |
| Ruane, cunniff & goldfarb | 1.14M | 7.16% | $422.00M |
| Focused investors | 517.80K | 6.03% | $191.02M |
| Lakewood capital management, lp | 178.65K | 5.91% | $65.90M |
| Iridian asset management llc/ct | 60.20K | 5.91% | $22.21M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 3.08M | 0.15% | 3.08M |
| Wellington management group llp | 6.36M | 0.43% | 1.89M |
| Harris associates l p | 1.82M | 0.88% | 1.82M |
| Orbis allan gray | 2.17M | 4.31% | 1.26M |
| First eagle investment management | 3.23M | 2.66% | 1.04M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 2.19M | 0.05% | -2.43M |
| Ameriprise financial | 1.91M | 0.18% | -1.87M |
| Jpmorgan chase | 1.58M | 0.04% | -942.10K |
| Goldman sachs group | 1.29M | 0.08% | -704.29K |
| Pathway financial advisers | 1.28K | 0.16% | -656.32K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 3.08M | 0.15% | 3.08M | $1.14B |
| Harris associates l p | 1.82M | 0.88% | 1.82M | $671.87M |
| Raymond james financial | 240.94K | 0.03% | 240.94K | $88.88M |
| Marathon asset management | 227.11K | 2.34% | 227.11K | $83.78M |
| Bsn capital partners | 219.60K | 3.21% | 219.60K | $80.40B |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| West branch capital | -1.00 |
| Strengthening families & communities | -2.00 |
| Sugar maple asset management | -2.00 |
| 1620 investment advisors | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 910 | -47.46% | 73,356,850 | -63.73% | 31 | 0.42% | 354 | -55.75% | 428 | -28.19% |
| Sep 30, 2024 | 1,725 | -1.37% | 202,221,470 | -2.59% | 86 | 1.09% | 798 | -5.56% | 591 | 8.44% |
| Jun 30, 2024 | 1,749 | 2.52% | 207,595,644 | 2.03% | 89 | 1.17% | 845 | 3.05% | 545 | 2.06% |
| Mar 31, 2024 | 1,706 | 0.71% | 203,467,693 | -2.13% | 87 | 1.14% | 820 | -0.73% | 534 | -9.03% |
| Dec 31, 2023 | 1,694 | 8.66% | 207,887,697 | 0.57% | 87 | 1.15% | 826 | 20.58% | 587 | 4.45% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 7.35M | 3.25% | -11.62K |
| Vanguard Total Stock Mkt Idx Inv | 7.32M | 3.22% | 22.61K |
| Vanguard Institutional 500 Index Trust | 6.43M | 2.83% | 44.55K |
| Fidelity 500 Index | 2.90M | 1.28% | 12.94K |
| SPDR® S&P 500 ETF | 2.89M | 1.27% | -42.16K |
| iShares Core S&P 500 ETF | 2.83M | 1.25% | 8.22K |
| SPDR® S&P 500® ETF Trust | 2.81M | 1.24% | -14.69K |
| SPDR® S&P 500® ETF | 2.78M | 1.23% | -46.51K |
| Loomis Sayles Long Corp Disc Alpha | 2.54M | 1.09% | 2.54M |
| First Eagle Global A | 2.30M | 1.01% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 10, 2025 | Penczek Ronald W | CAO & Controller | Sell | $183.90K |
| Mar 05, 2025 | Kendrick Charles Morgan JR | EVP & President, Commercial | Sell | $1.39M |
| Oct 18, 2024 | Kendrick Charles Morgan JR | EVP & President, Commercial | Sell | $3.21M |
| Aug 05, 2024 | PERU RAMIRO G | - | Sell | $400.23K |
| Jul 22, 2024 | BOUDREAUX GAIL | President and CEO | Sell | $3.32M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 2 |
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 8 |
| 2024 Q2 | - | 4 |
| 2024 Q1 | - | 6 |
ELV Ownership FAQ
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