Elevance Health Inc (ELV) Ownership

340.69 ↓3.91 (-1.13%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Elevance Health Inc (ELV), owning a total of 22.9 million shares. Combined, the top 35 institutional holders of ELV own 73.25% of the company with a total of 166.1 million shares.

In the latest ownership report on June 30th 2025, the top 35 institutional holders increased their combined ownership of ELV by 2.6 million shares. 8 institutions bought 3,954,376 total additional shares and increased their ownership by an average of 9.40%. However 5 institutions sold 1,387,126 total shares and decreased their ownership by an average of 4.76%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Elevance Health increased by a net total of 2,567,250 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.151%	3.182%	22,856,898	704,790	2025-06-30
T. Rowe Price Associates, Inc.	3.591%	-11.565%	8,085,205	-1,057,358	2025-06-30
Capital Research & Mgmt Co - Division 3	2.881%	16.778%	6,488,029	932,142	2025-06-30
Wellington Management Company LLP	2.806%	9.032%	6,318,198	523,404	2025-06-30
Sanders Capital, LLC	2.587%	24.663%	5,825,208	1,152,440	2025-06-30
Artisan Partners Limited Partnership	1.632%	9.681%	3,675,179	324,399	2025-06-30
Arnhold & S. Bleichroeder Advisers, LLC	1.421%	-1.272%	3,200,146	-41,215	2025-06-30
UBS Asset Mgmt Americas Inc	1.323%	11.326%	2,979,321	303,118	2025-06-30
NORGES BANK	1.311%	-4.041%	2,952,434	-124,319	2025-06-30
Orbis Allan Gray Ltd	1.268%	0.234%	2,855,850	6,677	2025-06-30
Massachusetts Financial Services Company	1.034%	-4.047%	2,328,610	-98,218	2025-06-30
Harris Associates L.P.	1.016%	0.325%	2,287,565	7,406	2025-06-30
Baillie Gifford & Co Limited.	0.993%	-2.867%	2,237,022	-66,016	2025-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.151%	3.182%	22,856,898	704,790	2025-06-30
BlackRock Inc	9.464%	4.250%	21,311,015	868,829	2025-03-31
State Street Corp	4.729%	-0.324%	10,647,703	-34,590	2025-03-31
State Street Corporation	4.519%	0.674%	10,479,761	70,144	2024-03-31
T. Rowe Price Associates, Inc.	3.591%	-11.565%	8,085,205	-1,057,358	2025-06-30
Capital Research & Mgmt Co - Division 3	2.881%	16.778%	6,488,029	932,142	2025-06-30
Wellington Management Company LLP	2.806%	9.032%	6,318,198	523,404	2025-06-30
Sanders Capital, LLC	2.587%	24.663%	5,825,208	1,152,440	2025-06-30
Geode Capital Management, LLC	2.295%	4.084%	5,166,715	202,724	2025-03-31
JPMorgan Chase & Co	2.219%	5.968%	5,047,976	284,284	2024-09-30
Goldman Sachs Group Inc	1.840%	109.517%	4,275,830	2,235,022	2023-12-31
Ameriprise Financial Inc	1.633%	-0.132%	3,786,806	-4,987	2024-09-30
Artisan Partners Limited Partnership	1.632%	9.681%	3,675,179	324,399	2025-06-30
Arnhold & S. Bleichroeder Advisers, LLC	1.421%	-1.272%	3,200,146	-41,215	2025-06-30
UBS Asset Mgmt Americas Inc	1.323%	11.326%	2,979,321	303,118	2025-06-30
Morgan Stanley - Brokerage Accounts	1.320%	3.658%	2,973,109	104,911	2025-03-31
Envestnet Asset Management Inc	1.259%	843.993%	2,966,205	2,651,986	2023-03-31
NORGES BANK	1.311%	-4.041%	2,952,434	-124,319	2025-06-30
Orbis Allan Gray Ltd	1.268%	0.234%	2,855,850	6,677	2025-06-30
Nuveen Asset Management, LLC	1.147%	-10.051%	2,608,944	-291,527	2024-09-30
Northern Trust Corp	1.085%	-0.272%	2,442,357	-6,671	2025-03-31
Massachusetts Financial Services Company	1.034%	-4.047%	2,328,610	-98,218	2025-06-30
Harris Associates L.P.	1.016%	0.325%	2,287,565	7,406	2025-06-30
Baillie Gifford & Co Limited.	0.993%	-2.867%	2,237,022	-66,016	2025-06-30
Legal & General Group PLC	0.958%	-1.085%	2,222,707	-24,384	2024-09-30
Bank of America Corp	0.979%	66.285%	2,204,720	878,855	2025-03-31
FMR Inc	0.971%	-52.525%	2,192,731	-2,426,019	2024-12-31
Grantham, Mayo, Van Otterloo & Co., LLC	0.959%	7.914%	2,158,991	158,331	2025-03-31
Viking Global Investors LP	0.914%	15.083%	2,154,556	282,380	2023-03-31
Amvescap Plc.	0.940%	1.187%	2,116,289	24,833	2025-03-31
AllianceBernstein L.P.	0.932%	-15.991%	2,105,757	-400,813	2024-12-31
Manufacturers Life Insurance Co	0.876%	8.939%	2,030,190	166,589	2024-03-31
Bank of New York Mellon Corp	0.823%	-0.481%	1,934,699	-9,351	2023-09-30
Dimensional Fund Advisors, Inc.	0.808%	-5.112%	1,897,982	-102,247	2023-06-30
Amundi	0.569%	-2.905%	1,293,802	-38,706	2024-12-31

Mutual Fund Ownership

Performer (AFRIS) is the biggest individual fund holder of Elevance Health Inc (ELV), owning a total of 31.7 million shares. Combined, the top 39 mutual fund holders of ELV own 55.53% of the company with a total of 126.9 million shares.

In the latest ownership report on August 29th 2025, the top 39 fund holders increased their combined ownership of ELV by 8 thousand shares. 1 funds bought 3,432 total additional shares and increased their ownership by an average of 0.22%. However 2 funds sold 11,571 total shares and decreased their ownership by an average of 0.21%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Elevance Health decreased by a net total of -8,139 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P 500 ETF	1.207%	-0.029%	2,718,406	-798	2025-08-29
SPDR® S&P 500® ETF	1.195%	-0.399%	2,690,969	-10,773	2025-08-29
The Health Care Select Sector SPDR® ETF	0.684%	0.223%	1,540,218	3,432	2025-08-29

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Performer (AFRIS)	13.677%	0.000%	31,714,660	31,714,660	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.130%	1.264%	7,355,048	91,814	2023-03-31
Vanguard US Total Market Shares ETF	3.246%	-0.158%	7,347,506	-11,624	2024-09-30
Vanguard Total Stock Mkt Idx Inv	3.154%	-2.259%	7,101,083	-164,100	2025-07-31
Vanguard Institutional 500 Index Trust	2.934%	0.699%	6,596,251	45,813	2025-05-31
Vanguard 500 Index Investor	2.484%	-12.778%	5,592,523	-819,327	2025-07-31
SPDR® S&P 500 ETF	1.275%	-1.440%	2,885,604	-42,160	2025-03-31
Fidelity 500 Index	1.272%	0.043%	2,863,955	1,232	2025-07-31
SPDR® S&P 500® ETF Trust	1.241%	-0.520%	2,809,308	-14,688	2025-03-31
SPDR® S&P 500 ETF Trust	1.207%	0.698%	2,806,122	19,460	2024-05-30
Fidelity® 500 Index	1.169%	0.641%	2,745,961	17,475	2023-11-30
iShares Core S&P 500 ETF	1.207%	-0.029%	2,718,406	-798	2025-08-29
SPDR® S&P 500® ETF	1.195%	-0.399%	2,690,969	-10,773	2025-08-29
First Eagle Global A	1.141%	11.735%	2,570,018	269,908	2025-07-31
AF High Growth (AFRIS)	1.040%	0.000%	2,410,639	2,410,639	2024-02-29
American Funds Washington Mutual A	0.988%	8.314%	2,224,396	170,740	2025-06-30
Capital Group Wash Mutual Invtrs Comp	0.988%	8.314%	2,224,396	170,740	2025-06-30
Loomis Sayles Long Corp Disc Alpha	0.971%	0.000%	2,187,000	0	2025-06-30
Vanguard Value Index Inv	0.889%	-0.102%	2,002,416	-2,034	2025-07-31
Vanguard Equity-Income Inv	0.824%	27.753%	1,856,129	403,220	2025-06-30
Health Care Select Sector SPDR® ETF	0.733%	-0.224%	1,702,592	-3,816	2024-05-30
Vanguard Health Care Inv	0.755%	42.488%	1,700,286	507,005	2025-06-30
MFS Large Cap Value Equity	0.747%	-3.302%	1,680,895	-57,403	2025-06-30
MFS Value A	0.742%	-0.581%	1,671,125	-9,770	2025-07-31
Vanguard Windsor™ II Inv	0.716%	-9.539%	1,613,138	-170,100	2025-06-30
The Health Care Select Sector SPDR® ETF	0.684%	0.223%	1,540,218	3,432	2025-08-29
Vanguard Wellington™ Inv	0.651%	-13.332%	1,528,996	-235,206	2023-09-30
T. Rowe Price US Value Equity Composite	0.607%	20.876%	1,374,694	237,421	2024-12-31
T. Rowe Price Value	0.605%	5.819%	1,374,694	75,597	2024-12-31
Vanguard Institutional Index I	0.607%	-1.100%	1,365,787	-15,185	2025-07-31
Loomis Sayles Core Disc Alpha Trust Cl B	0.591%	0.000%	1,336,000	1,336,000	2024-12-31
T. Rowe Price U.S. Value Equity Tr-Z	0.561%	-16.208%	1,267,745	-245,229	2025-03-31
Vanguard Dividend Appreciation ETF	0.539%	0.194%	1,213,967	2,354	2025-07-31
State St S&P 500® Indx SL Cl III	0.536%	0.174%	1,207,853	2,103	2025-07-31
Fidelity® Low-Priced Stock	0.486%	-16.064%	1,145,658	-219,264	2023-06-30
T. Rowe Price U.S. Value Equity Tr-D	0.502%	-10.847%	1,130,234	-137,511	2025-06-30
Columbia Dividend Income Inst	0.482%	0.000%	1,122,143	0	2024-02-29
Columbia Dividend Value	0.484%	0.000%	1,122,143	0	2024-06-30
T. Rowe Price Health Sciences	0.474%	1.629%	1,102,964	17,676	2023-12-31