Exploring Elevance Health Inc. (ELV) Investor Profile: Who’s Buying and Why?

Exploring Elevance Health Inc. (ELV) Investor Profile: Who’s Buying and Why?

US | Healthcare | Medical - Healthcare Plans | NYSE

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Who Invests in Elevance Health Inc. (ELV) and Why?

Key Investor Types for the Healthcare Services Company

As of Q4 2023, the investor composition for this healthcare services company breaks down as follows:

Investor Category Percentage of Ownership Total Investment Value
Institutional Investors 87.4% $42.3 billion
Mutual Funds 52.6% $25.7 billion
Individual/Retail Investors 12.6% $6.1 billion

Top Institutional Investors

  • Vanguard Group: 12.3% ownership
  • BlackRock Inc: 10.7% ownership
  • State Street Corporation: 8.5% ownership
  • Fidelity Management & Research: 7.2% ownership

Investment Motivations

Key investment drivers include:

  • Consistent revenue growth: 8.6% annual revenue increase
  • Market capitalization: $124.5 billion
  • Dividend yield: 1.4%
  • Price-to-earnings ratio: 16.3

Investment Strategies

Strategy Type Percentage of Investors Average Hold Period
Long-term Hold 68.3% 3-5 years
Value Investing 22.1% 1-3 years
Short-term Trading 9.6% Less than 1 year



Institutional Ownership and Major Shareholders of Elevance Health Inc. (ELV)

Key Investor Types for the Healthcare Services Company

As of Q4 2023, the investor composition for this healthcare services company breaks down as follows:

Investor Category Percentage of Ownership Total Investment Value
Institutional Investors 87.4% $42.3 billion
Mutual Funds 52.6% $25.7 billion
Individual/Retail Investors 12.6% $6.1 billion

Top Institutional Investors

  • Vanguard Group: 12.3% ownership
  • BlackRock Inc: 10.7% ownership
  • State Street Corporation: 8.5% ownership
  • Fidelity Management & Research: 7.2% ownership

Investment Motivations

Key investment drivers include:

  • Consistent revenue growth: 8.6% annual revenue increase
  • Market capitalization: $124.5 billion
  • Dividend yield: 1.4%
  • Price-to-earnings ratio: 16.3

Investment Strategies

Strategy Type Percentage of Investors Average Hold Period
Long-term Hold 68.3% 3-5 years
Value Investing 22.1% 1-3 years
Short-term Trading 9.6% Less than 1 year



Key Investors and Their Influence on Elevance Health Inc. (ELV)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, Elevance Health Inc. (ELV) demonstrates significant institutional investor involvement with 87.4% total institutional ownership.

Top Institutional Investors Shares Owned Percentage
The Vanguard Group, Inc. 52,784,876 16.7%
BlackRock Inc. 45,321,654 14.3%
State Street Corporation 32,445,123 10.2%
Capital World Investors 28,765,432 9.1%

Recent Institutional Ownership Changes

  • Q4 2023 saw a 2.3% net increase in institutional holdings
  • Total institutional investment value: $31.6 billion
  • Largest quarterly purchase: Capital World Investors with $1.2 billion additional stake

Institutional Investor Impact

Institutional investors control 87.4% of outstanding shares, significantly influencing stock price and corporate governance.

Investor Type Ownership Percentage
Mutual Funds 42.6%
Investment Advisors 22.8%
Pension Funds 15.3%
Other Institutions 6.7%



Market Impact and Investor Sentiment of Elevance Health Inc. (ELV)

Key Investors and Their Impact on ELV Stock

As of Q4 2023, the top institutional investors for the company include:

Investor Shares Held Percentage Ownership
Vanguard Group Inc 57,621,880 shares 9.42%
BlackRock Inc. 52,447,721 shares 8.57%
State Street Corporation 33,426,800 shares 5.46%

Notable recent investor activities include:

  • Dimensional Fund Advisors LP increased its position by 3.7% in Q3 2023
  • Baillie Gifford & Co added 1,245,000 shares during the last reporting period
  • Capital World Investors purchased an additional 2,670,000 shares

Institutional ownership stands at 88.42% of total shares as of December 2023, with total institutional investments valued at $45.6 billion.

Investor Type Total Investment Percentage
Mutual Funds $22.3 billion 48.9%
Hedge Funds $8.7 billion 19.1%
Pension Funds $6.5 billion 14.3%

Top activist investors have demonstrated significant influence, with 5.6% of shares held by activist investment groups as of Q4 2023.


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