Elevance Health Inc (ELV) Ownership

424.53 ↑0.00 (0.00%)

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 21.5 million shares. Combined, the top 33 institutional holders of ELV own 68.93% of the company with a total of 157.1 million shares.

In the latest ownership report on December 31st 2024, the top 33 institutional holders increased their combined ownership of ELV by 1.5 million shares. 13 institutions bought 6,131,963 total additional shares and increased their ownership by an average of 22.18%. However 8 institutions sold 4,619,788 total shares and decreased their ownership by an average of 14.2%.

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 1,512,175 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	9.491%	0.648%	21,485,574	138,380	2024-12-31
BlackRock Inc	9.030%	-2.812%	20,442,186	-591,440	2024-12-31
State Street Corp	4.719%	-0.053%	10,682,293	-5,705	2024-12-31
T. Rowe Price Associates, Inc.	4.690%	4.571%	10,618,062	464,137	2024-12-31
Wellington Management Company LLP	2.807%	42.450%	6,355,532	1,893,947	2024-12-31
Geode Capital Management, LLC	2.193%	2.392%	4,963,991	115,971	2024-12-31
Sanders Capital, LLC	2.070%	1.668%	4,686,154	76,896	2024-12-31
Capital Research & Mgmt Co - Division 3	1.714%	0.925%	3,880,630	35,576	2024-12-31
Arnhold & S. Bleichroeder Advisers, LLC	1.425%	47.564%	3,225,339	1,039,612	2024-12-31
NORGES BANK	1.359%	0.936%	3,076,753	28,533	2024-12-31
Artisan Partners Limited Partnership	1.270%	17.923%	2,875,850	437,103	2024-12-31
Morgan Stanley - Brokerage Accounts	1.267%	-16.931%	2,868,198	-584,569	2024-12-31
Massachusetts Financial Services Company	1.099%	3.823%	2,488,911	91,653	2024-12-31
Baillie Gifford & Co Limited.	1.099%	-10.189%	2,487,384	-282,184	2024-12-31
Northern Trust Corp	1.082%	16.483%	2,449,028	346,557	2024-12-31
UBS Asset Mgmt Americas Inc	1.039%	9.270%	2,352,163	199,550	2024-12-31
FMR Inc	0.969%	-52.525%	2,192,731	-2,426,019	2024-12-31
Orbis Allan Gray Ltd	0.958%	139.690%	2,168,945	1,264,048	2024-12-31
AllianceBernstein L.P.	0.930%	-15.991%	2,105,757	-400,813	2024-12-31
Amvescap Plc.	0.924%	-12.190%	2,091,456	-290,352	2024-12-31
Amundi	0.569%	-2.905%	1,293,802	-38,706	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.491%	0.648%	21,485,574	138,380	2024-12-31
BlackRock Inc	9.030%	-2.812%	20,442,186	-591,440	2024-12-31
State Street Corp	4.719%	-0.053%	10,682,293	-5,705	2024-12-31
T. Rowe Price Associates, Inc.	4.690%	4.571%	10,618,062	464,137	2024-12-31
State Street Corporation	4.519%	0.674%	10,479,761	70,144	2024-03-31
Wellington Management Company LLP	2.807%	42.450%	6,355,532	1,893,947	2024-12-31
JPMorgan Chase & Co	2.219%	5.968%	5,047,976	284,284	2024-09-30
Geode Capital Management, LLC	2.193%	2.392%	4,963,991	115,971	2024-12-31
Sanders Capital, LLC	2.070%	1.668%	4,686,154	76,896	2024-12-31
Goldman Sachs Group Inc	1.840%	109.517%	4,275,830	2,235,022	2023-12-31
Capital Research & Mgmt Co - Division 3	1.714%	0.925%	3,880,630	35,576	2024-12-31
Ameriprise Financial Inc	1.633%	-0.132%	3,786,806	-4,987	2024-09-30
Arnhold & S. Bleichroeder Advisers, LLC	1.425%	47.564%	3,225,339	1,039,612	2024-12-31
NORGES BANK	1.359%	0.936%	3,076,753	28,533	2024-12-31
Envestnet Asset Management Inc	1.259%	843.993%	2,966,205	2,651,986	2023-03-31
Bank of America Corp	1.226%	-11.633%	2,889,914	-380,426	2023-03-31
Artisan Partners Limited Partnership	1.270%	17.923%	2,875,850	437,103	2024-12-31
Morgan Stanley - Brokerage Accounts	1.267%	-16.931%	2,868,198	-584,569	2024-12-31
Nuveen Asset Management, LLC	1.147%	-10.051%	2,608,944	-291,527	2024-09-30
Massachusetts Financial Services Company	1.099%	3.823%	2,488,911	91,653	2024-12-31
Baillie Gifford & Co Limited.	1.099%	-10.189%	2,487,384	-282,184	2024-12-31
Northern Trust Corp	1.082%	16.483%	2,449,028	346,557	2024-12-31
UBS Asset Mgmt Americas Inc	1.039%	9.270%	2,352,163	199,550	2024-12-31
Legal & General Group PLC	0.958%	-1.085%	2,222,707	-24,384	2024-09-30
FMR Inc	0.969%	-52.525%	2,192,731	-2,426,019	2024-12-31
Orbis Allan Gray Ltd	0.958%	139.690%	2,168,945	1,264,048	2024-12-31
Viking Global Investors LP	0.914%	15.083%	2,154,556	282,380	2023-03-31
AllianceBernstein L.P.	0.930%	-15.991%	2,105,757	-400,813	2024-12-31
Amvescap Plc.	0.924%	-12.190%	2,091,456	-290,352	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 55.46% of the company with a total of 127.3 million shares.

In the latest ownership report on March 31st 2025, the top 39 fund holders increased their combined ownership of ELV by 97 thousand shares. 1 funds bought 8,220 total additional shares and increased their ownership by an average of 0.29%. However 4 funds sold 105,586 total shares and decreased their ownership by an average of 0.93%.

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 -97,366 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500 ETF	1.275%	-1.440%	2,885,604	-42,160	2025-03-31
iShares Core S&P 500 ETF	1.250%	0.291%	2,829,759	8,220	2025-03-31
SPDR® S&P 500® ETF Trust	1.241%	-0.520%	2,809,308	-14,688	2025-03-31
SPDR® S&P 500® ETF	1.227%	-1.647%	2,777,484	-46,512	2025-03-31
The Health Care Select Sector SPDR® ETF	0.741%	-0.133%	1,676,903	-2,226	2025-03-31

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	3.232%	0.310%	7,315,938	22,608	2025-02-28
Vanguard Institutional 500 Index Trust	2.841%	0.697%	6,432,621	44,548	2025-02-28
Vanguard 500 Index Investor	2.423%	0.555%	5,708,783	31,487	2023-08-31
Fidelity 500 Index	1.283%	0.447%	2,904,692	12,937	2025-02-28
SPDR® S&P 500 ETF	1.275%	-1.440%	2,885,604	-42,160	2025-03-31
iShares Core S&P 500 ETF	1.250%	0.291%	2,829,759	8,220	2025-03-31
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
SPDR® S&P 500® ETF	1.227%	-1.647%	2,777,484	-46,512	2025-03-31
Fidelity® 500 Index	1.169%	0.641%	2,745,961	17,475	2023-11-30
Loomis Sayles Long Corp Disc Alpha	1.121%	0.000%	2,538,000	2,538,000	2024-12-31
AF High Growth (AFRIS)	1.040%	0.000%	2,410,639	2,410,639	2024-02-29
First Eagle Global A	1.016%	0.000%	2,300,110	0	2025-02-28
Vanguard Health Care Inv	0.947%	-4.240%	2,143,351	-94,899	2024-12-31
Vanguard Value Index Inv	0.884%	0.561%	2,001,638	11,157	2025-02-28
MFS Large Cap Value Equity	0.794%	5.539%	1,798,317	94,386	2024-12-31
Vanguard Windsor™ II Inv	0.792%	18.011%	1,792,638	273,600	2024-12-31
MFS Value A	0.772%	-1.642%	1,748,081	-29,179	2025-02-28
Health Care Select Sector SPDR® ETF	0.733%	-0.224%	1,702,592	-3,816	2024-05-30
American Funds Washington Mutual A	0.745%	0.000%	1,686,862	0	2024-12-31
Capital Group Wash Mutual Invtrs Comp	0.745%	0.000%	1,686,862	0	2024-12-31
The Health Care Select Sector SPDR® ETF	0.741%	-0.133%	1,676,903	-2,226	2025-03-31
Vanguard Wellington™ Inv	0.651%	-13.332%	1,528,996	-235,206	2023-09-30
T. Rowe Price U.S. Value Equity Tr-D	0.668%	24.263%	1,512,974	295,419	2024-12-31
T. Rowe Price U.S. Value Equity Tr-Z	0.668%	24.263%	1,512,974	295,419	2024-12-31
Vanguard Institutional Index I	0.635%	-1.187%	1,437,623	-17,275	2025-02-28
T. Rowe Price Value	0.605%	5.819%	1,374,694	75,597	2024-12-31
T. Rowe Price US Value Equity Composite	0.607%	20.876%	1,374,694	237,421	2024-12-31
Loomis Sayles Core Disc Alpha Trust Cl B	0.590%	0.000%	1,336,000	1,336,000	2024-12-31
Vanguard Dividend Appreciation ETF	0.565%	0.513%	1,278,219	6,522	2025-02-28
Vanguard Equity-Income Inv	0.538%	81.517%	1,248,063	560,490	2024-12-31
Fidelity® Low-Priced Stock	0.486%	-16.064%	1,145,658	-219,264	2023-06-30
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
State St S&P 500® Indx SL Cl III	0.480%	-0.859%	1,113,932	-9,655	2024-12-31
T. Rowe Price Health Sciences	0.474%	1.629%	1,102,964	17,676	2023-12-31