Skip to content
Disclosery

ELV ELEVANCE HEALTH INC FORMERLY

Follow

COM (common), issuer CIK 1156039

1,566 managers (1,598 13F filers) reported a position in ELV shares at 2025-06-30, 205,196,847 shares in all. 121 filers opened a position and 188 filers sold out during the quarter.

Managers
1,566
13F filers
1,598
New
121
Added
599
Reduced
607
Sold out
188
Shares held by filers
205,196,847

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Kaye Markofficer (EVP & CFO)2026-10-02+2,627 A$0Form 4
Kaye Markofficer (EVP & CFO)2026-10-02-4,161 F$386.43Form 4

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ICON ADVISERS INC/CO2,185$850K0.19%013F-HRTimeline
Barden Capital Management, Inc.2,180$848K0.74%-4713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,143$834K0.01%+44513F-HRTimelineGroup
Meriwether Wealth & Planning, LLC2,127$827K0.52%-1713F-HRTimeline
PITCAIRN COin group PITCAIRN CO2,121$825K0.05%-19013F-HR/ATimelineGroup
Canal Capital Management, LLC2,099$816K0.13%+1,47713F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC2,081$809K0.69%13F-HRTimeline
CIM INVESTMENT MANAGEMENT INC2,133$808K0.15%+1,06513F-HRTimeline
CENTAURUS FINANCIAL, INC.2,067$804K0.05%-31313F-HRTimeline
SUMITOMO LIFE INSURANCE CO2,047$796K0.05%-14813F-HRTimeline
Northern Financial Advisors Inc2,031$790K0.59%+52113F-HRTimeline
Bedel Financial Consulting, Inc.2,031$790K0.11%013F-HRTimeline
Generali Investments, Management Co LLC2,022$785K0.18%-46913F-HRTimeline
Atria Wealth Solutions, Inc.2,036$778K0.02%-3,10613F-HRTimeline
NJ State Employees Deferred Compensatio…2,000$778K0.09%013F-HRTimeline
GARRISON POINT ADVISORS, LLC2,000$778K0.36%013F-HRTimeline
LOM Asset Management Ltd1,996$776K0.26%13F-HR/ATimeline
Smartleaf Asset Management LLC2,014$768K0.07%-14913F-HRTimeline
Naviter Wealth, LLC1,971$767K0.09%-36013F-HRTimeline
Eisler Capital Management Ltd.1,966$765K0.03%-45913F-HRTimeline
Portfolio Design Labs, LLC1,952$759K0.15%-2,15313F-HRTimeline
Modern Wealth Management, LLC1,937$754K0.02%-9513F-HR/ATimeline
Convergence Financial, LLC1,934$752K0.13%+20613F-HRTimeline
S&CO INC1,931$751K0.05%013F-HRTimeline
Graypoint LLC1,924$748K0.04%-30413F-HRTimeline
FIRST MERCHANTS CORP1,914$744K0.03%013F-HRTimeline
WILLNER & HELLER, LLC1,899$739K0.62%-4713F-HRTimeline
Sigma Planning Corp1,895$737K0.02%-29913F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…1,894$737K0.03%013F-HRTimelineGroup
Nilsine Partners, LLC1,889$735K0.07%-4213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,880$731K0.01%-30913F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.1,880$731K0.09%-16213F-HRTimeline
Vestmark Advisory Solutions, Inc.1,877$730K0.01%new13F-HRTimeline
RFG Advisory, LLC1,874$729K0.02%-7113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,873$729K0.06%+28613F-HRTimeline
Frisch Financial Group, Inc.1,871$728K0.18%+813F-HRTimeline
Taylor Financial Group, Inc.1,865$725K0.45%013F-HRTimeline
Richwood Investment Advisors, LLC1,857$722K0.59%-16013F-HRTimeline
Garde Capital, Inc.1,850$720K0.04%013F-HRTimeline
Sendero Wealth Management, LLC1,842$716K0.09%+6113F-HR/ATimeline
1ST SOURCE BANK1,828$711K0.04%-3113F-HRTimeline
Blume Capital Management, Inc.1,825$710K0.14%-9,81113F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,820$708K0.02%+4413F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.1,819$708K<0.01%013F-HRTimeline
Austin Private Wealth, LLC1,816$706K0.06%-18013F-HRTimeline
Permanens Capital L.P.1,814$706K0.1%+40813F-HRTimeline
PenderFund Capital Management Ltd.1,800$700K0.17%013F-HRTimeline
DEARBORN PARTNERS LLC1,781$693K0.03%new13F-HRTimeline
Tranquilli Financial Advisor LLC1,768$688K0.43%+22313F-HRTimeline
Linden Thomas Advisory Services, LLC1,768$688K0.08%+18113F-HRTimeline
Mutual Advisors, LLC2,370$685K0.02%+34513F-HRTimeline
Heritage Trust Co1,761$685K0.08%+713F-HRTimeline
SYSTEMATIC FINANCIAL MANAGEMENT LP1,760$685K0.02%013F-HRTimeline
InvesTrust1,759$684K0.26%013F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…1,827$683K0.01%-42713F-HRTimelineGroup
NOVEM GROUP1,743$678K0.09%+15713F-HRTimeline
Keystone Financial Services1,739$676K0.23%+26013F-HRTimeline
Quantessence Capital LLC1,729$673K0.2%-77113F-HRTimeline
CENTRAL TRUST Co1,728$672K0.02%+4613F-HRTimeline
Qtron Investments LLC1,725$671K0.09%-81713F-HRTimeline
Apella Capital, LLC1,924$668K0.02%-213F-HRTimeline
Fulton Bank, N.A.1,716$667K0.02%+17613F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC1,712$666K0.17%013F-HRTimeline
Towne Trust Company, N.A1,707$664K0.23%+14013F-HR/ATimeline
Hutchens & Kramer Investment Management…1,669$661K0.3%+1,19013F-HRTimeline
Gratus Wealth Advisors, LLC1,696$660K0.1%013F-HRTimeline
Detalus Advisors, LLC1,695$659K0.19%013F-HRTimeline
Avestar Capital, LLC1,692$658K0.05%+69513F-HRTimeline
Curi Capital, LLC1,683$655K0.01%new13F-HRTimeline
Outlook Wealth Advisors, LLC1,680$653K0.17%+513F-HRTimeline
HARBOUR INVESTMENTS, INC.1,677$652K0.02%-6213F-HRTimeline
BROGAN FINANCIAL, INC.1,677$652K0.29%+713F-HRTimeline
GeoWealth Management, LLC1,670$650K0.03%-10313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,670$650K0.06%+1,07513F-HRTimelineGroup
Howard Capital Management, LLC1,659$645K0.01%+34113F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC1,647$641K0.21%+22113F-HRTimeline
BURKE & HERBERT BANK & TRUST CO1,646$640K0.14%013F-HRTimeline
Ruggaard & Associates LLC1,644$639K0.26%-613F-HRTimeline
Impact Investors, Inc1,640$638K0.45%+6313F-HRTimeline
Glenview Trust Co1,619$630K0.01%+47513F-HRTimeline
PRIVATE TRUST CO NA1,614$628K0.06%-1613F-HRTimeline
Volterra Technologies LP1,613$627K0.85%13F-HRTimeline
Midwest Trust Co1,611$627K0.01%13F-HRTimeline
LRI Investments, LLC1,607$625K0.05%-6213F-HRTimeline
WEALTH ALLIANCE, LLC1,596$621K0.07%+40113F-HRTimeline
Plancorp, LLC1,596$621K0.02%+2113F-HRTimeline
Ellevest, Inc.1,590$618K0.1%+9713F-HRTimeline
Busey Bank1,589$618K0.02%+113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,580$615K0.01%+24113F-HRTimeline
United Community Bankin group United Community Bank1,580$615K0.21%-19313F-HRTimelineGroup
Arax Advisory Partners1,481$613K0.03%+4513F-HRTimeline
B. Riley Wealth Advisors, Inc.1,574$612K0.03%-1,09313F-HRTimeline
Keystone Financial Group1,648$611K0.06%-51813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,565$609K0.05%+26213F-HRTimeline
Connor, Clark & Lunn Investment Managem…1,565$609K<0.01%-3,29913F-HRTimeline
FULLCIRCLE WEALTH LLC2,214$609K0.23%+53013F-HRTimeline
denkapparat Operations GmbH1,564$608K0.49%new13F-HRTimeline
Sage Mountain Advisors LLC1,563$608K0.04%-2613F-HRTimeline
LGT Group Foundationin group LGT Group Foundation1,556$605K0.01%-55113F-HRTimelineGroup
Thomasville National Bank1,555$605K0.04%-513F-HRTimeline
Laurion Capital Management LP1,550$603K0.07%new13F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC1,545$601K0.11%+23813F-HRTimelineGroup
MJP ASSOCIATES INC /ADV1,527$594K0.09%+1,03613F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC1,526$594K0.27%-19813F-HRTimeline
MIDDLETON & CO INC/MA1,525$593K0.07%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …1,511$588K0.95%013F-HRTimeline
Valmark Advisers, Inc.1,507$586K0.01%+1113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,503$585K0.02%+17513F-HRTimelineGroup
Moloney Securities Asset Management, LLC1,501$584K0.07%-20813F-HRTimeline
CVFG LLC1,499$583K0.46%+1613F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,498$583K-148Timeline
Perigon Wealth Management, LLC1,493$581K0.01%-2,57013F-HRTimeline
Keel Point, LLC1,489$579K0.04%-1413F-HRTimeline
Verus Financial Partners, Inc.1,667$577K0.06%+113F-HRTimeline
TWIN CAPITAL MANAGEMENT INC1,478$575K0.06%-1413F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …1,532$572K0.02%+81813F-HRTimelineGroup
FORTRESS PRIVATE LEDGER, LLC1,463$569K0.26%+53013F-HRTimeline
Perpetual Ltdin group Perpetual Ltd1,462$569K0.01%-95,17213F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,458$567K0.02%+60813F-HRTimelineGroup
Sowell Financial Services LLC1,445$562K0.02%-8913F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC1,443$561K0.02%+113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,436$558K0.01%+30513F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA1,434$558K0.03%-76513F-HRTimeline
BURLING WEALTH PARTNERS, LLC1,419$552K0.1%-2,10913F-HRTimeline
Clarius Group, LLC1,418$552K0.03%-95413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…1,417$551K0.01%-28113F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…1,414$550K0.02%+64013F-HRTimeline
PFG Investments, LLC1,408$548K0.03%+7013F-HRTimeline
Global Trust Asset Management, LLC1,405$546K0.29%-10713F-HRTimeline
SHUFRO ROSE & CO LLC1,250$544K0.04%013F-HRTimeline
Bayforest Capital Ltd1,381$537K0.23%+1,02513F-HRTimeline
CTC Alternative Strategies, Ltd.1,380$537K0.47%new13F-HRTimeline
Balefire, LLC1,380$537K0.12%+513F-HRTimeline
Arista Wealth Management, LLC1,380$537K0.07%new13F-HRTimeline
Avantra Family Wealth, Inc.1,365$531K0.44%-18513F-HRTimeline
Taylor Hoffman Capital Management LLC1,360$529K0.18%-3013F-HRTimeline
Kapstone Financial Advisors LLC1,355$527K0.26%-2413F-HRTimeline
Humankind Investments LLC1,349$525K0.13%-43513F-HRTimeline
One Wealth Map LLC1,883$521K0.29%+17813F-HRTimeline
Drucker Wealth 3.0, LLC1,498$519K0.1%-1,08813F-HRTimeline
Goelzer Investment Management, Inc.1,332$518K0.03%+50813F-HRTimeline
Advisors Capital Management, LLC1,331$518K0.01%+17613F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC1,331$518K0.32%-2113F-HRTimeline
CONNING INC.in group CONNING INC.1,327$516K0.02%-2813F-HRTimelineGroup
HORIZON BANCORP INC /IN/1,326$516K0.26%-5213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Confluence Wealth Services, Inc.1,325$515K0.03%013F-HRTimeline
Atlas Private Wealth Advisors1,316$512K0.07%-1613F-HRTimeline
Wealthspire Advisors, LLC1,313$511K<0.01%+71213F-HRTimeline
Avior Wealth Management, LLC1,311$510K0.02%-113F-HRTimeline
Jacobi Capital Management LLC1,311$510K0.03%+24713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,311$510K0.02%013F-HR/ATimeline
Finward Bancorp1,303$507K0.4%013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC1,301$506K0.01%+3113F-HRTimelineGroup
Dodge & Cox1,300$506K<0.01%+10013F-HRTimeline
Catalyst Funds Management Pty Ltd1,300$506K0.14%new13F-HRTimeline
Fielder Capital Group LLC1,298$505K0.13%-20213F-HRTimeline
Lifeworks Advisors, LLC1,295$504K0.08%+5113F-HRTimeline
Sompo Asset Management Co., Ltd.1,290$502K0.09%+7013F-HRTimeline
Hurlow Wealth Management Group, Inc.1,288$501K0.14%+113F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…1,281$498K0.14%+813F-HRTimeline
Colonial River Investments, LLC1,436$497K0.21%-1213F-HRTimeline
Everhart Financial Group, Inc.1,273$495K0.06%+8213F-HRTimeline
Compass Wealth Management LLC1,268$493K0.12%013F-HRTimeline
SeaCrest Wealth Management, LLC1,268$493K0.05%-1,20613F-HRTimeline
Leonard Rickey Investment Advisors P.L.…1,267$493K0.1%+8213F-HRTimeline
Moss Adams Wealth Advisors LLC1,264$492K0.04%+41613F-HRTimeline
Oregon Pacific Wealth Management, LLC1,264$492K0.47%-5613F-HRTimeline
WESBANCO BANK INC1,261$490K0.01%-913F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC1,261$490K0.37%-313F-HRTimeline
Prudent Man Advisors, LLC1,258$489K0.16%+113F-HRTimeline
Strategic Financial Services, Inc.1,254$488K0.03%013F-HRTimeline
E Fund Management Co., Ltd.1,250$486K0.02%-6313F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.1,245$484K0.28%-5513F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC1,388$483K0.33%+3013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,237$481K0.06%-5813F-HRTimeline
Net Worth Advisory Group1,234$480K0.11%-313F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC1,228$478K0.05%+19913F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,226$477K0.09%+20813F-HRTimelineGroup
Joel Isaacson & Co., LLC1,215$473K0.02%013F-HRTimeline
BEACON FINANCIAL GROUP1,212$472K0.05%013F-HRTimeline
Wedmont Private Capital1,361$472K0.02%-12213F-HRTimeline
Ballentine Partners, LLC1,211$471K0.01%-84013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding1,208$470K+803Timeline
DAYMARK WEALTH PARTNERS, LLC1,203$468K0.02%-38913F-HRTimeline
Prime Capital Investment Advisors, LLC1,203$468K0.01%-28113F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC1,200$467K0.03%013F-HRTimeline
Ransom Advisory, Ltd1,200$467K0.22%013F-HRTimeline
INCEPTIONR LLC1,195$465K0.11%new13F-HRTimeline
Sound View Wealth Advisors Group, LLC1,194$464K0.03%+613F-HRTimeline
Heritage Wealth Management, Inc.1,191$463K0.15%-31913F-HRTimeline
Florida Trust Wealth Management Co1,189$462K0.01%-6713F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT1,186$461K0.03%013F-HRTimeline
Weinberger Asset Management, Inc1,183$460K0.18%+1813F-HRTimeline
CX Institutional1,183$460K0.02%-30313F-HR/ATimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,171$456K0.01%+9213F-HRTimeline
Quent Capital, LLC1,171$455K0.04%-10913F-HRTimeline
AdvisorShares Investments LLC1,168$454K0.08%+16813F-HRTimeline
GSA CAPITAL PARTNERS LLP1,164$453K0.03%new13F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC1,153$448K0.12%013F-HRTimeline
VEGA INVESTMENT SOLUTIONS1,150$447K0.11%-7713F-HRTimeline

Events

  • Kaye Mark disposed of 1,534 ELV shares on 2026-10-02, Form 4 filed 2026-10-06. 0001748691-26-000005

    Accepted , ingested