Skip to content

ELV ELEVANCE HEALTH INC FORMERLY

Follow

COM (common), issuer CIK 1156039

1,577 managers (1,609 13F filers) reported a position in ELV shares at 2024-12-31, 208,020,667 shares in all. 102 filers opened a position and 284 filers sold out during the quarter.

Managers
1,577
13F filers
1,609
New
102
Added
473
Reduced
738
Sold out
284
Shares held by filers
208,020,667

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,249$461K0.01%+15713F-HRTimelineGroup
Sage Mountain Advisors LLC1,249$461K0.03%-33313F-HRTimeline
Astoria Portfolio Advisors LLC.1,166$459K0.16%+513F-HRTimeline
Joel Isaacson & Co., LLC1,243$459K0.02%013F-HRTimeline
Balefire, LLC1,253$458K0.16%new13F-HRTimeline
Prospera Financial Services Inc1,233$457K0.01%+813F-HRTimeline
Accredited Investors Inc.1,237$456K0.03%+2413F-HRTimeline
Net Worth Advisory Group1,232$454K0.14%-32213F-HRTimeline
Moors & Cabot, Inc.1,231$454K0.02%-76713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,230$454K0.01%-16913F-HRTimelineGroup
WORLD EQUITY GROUP, INC.1,229$453K0.1%-1213F-HRTimeline
Prudent Man Advisors, LLC1,229$453K0.16%-25313F-HRTimeline
JGP Global Gestao de Recursos Ltda.1,226$452K1.03%-113F-HRTimeline
HOWARD BAILEY SECURITIES, LLC1,220$450K0.17%+43713F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC1,200$443K0.03%013F-HRTimeline
Legacy Advisors, LLC1,200$443K0.04%-5413F-HRTimeline
Ransom Advisory, Ltd1,200$443K0.2%-12513F-HRTimeline
Lifeworks Advisors, LLC1,197$442K0.08%+16013F-HRTimeline
Composition Wealth, LLC1,194$440K0.01%-24813F-HRTimeline
Savvy Advisors, Inc.1,187$438K0.05%+44613F-HRTimeline
IFP Advisors, Inc1,179$435K0.01%+2213F-HRTimeline
Texas Yale Capital Corp.1,175$433K0.02%+10513F-HRTimeline
Weinberger Asset Management, Inc1,173$433K0.18%-513F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC1,163$429K<0.01%-2,99813F-HRTimeline
Wedmont Private Capital1,118$426K0.02%-1,23013F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC1,153$425K0.12%013F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co1,148$423K0.03%+16613F-HRTimeline
FNY Investment Advisers, LLC1,149$423K0.22%new13F-HRTimeline
WEALTH ALLIANCE, LLC1,138$420K0.05%-21213F-HRTimeline
SEEDS INVESTOR LLC1,130$417K0.12%-84213F-HRTimeline
Seneca House Advisors1,121$414K0.16%-4913F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,118$412K0.04%013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.1,110$410K0.01%+10413F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC1,110$409K0.03%-2813F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,108$409K0.04%+2013F-HRTimeline
Arkadios Wealth Advisors1,107$408K0.02%+11413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,103$407K<0.01%+45013F-HRTimelineGroup
Sara-Bay Financial1,102$406K0.15%-35013F-HRTimeline
Dodge & Cox1,100$406K<0.01%013F-HRTimeline
Board of the Pension Protection Fund1,100$406K0.47%13F-HRTimeline
NOVEM GROUP1,099$405K0.06%13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC1,098$405K0.09%+29713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,098$405K0.01%-7113F-HRTimeline
Blueshift Asset Management, LLC1,090$402K0.15%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC1,087$401K0.08%13F-HRTimeline
Kathmere Capital Management, LLC1,085$400K0.04%new13F-HRTimeline
Disciplined Investors, L.L.C.1,006$399K0.38%13F-HRTimeline
Fulton Bank, N.A.1,080$398K0.02%-4913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,079$398K0.01%-2,19813F-HRTimeline
First Western Trust Bank1,075$397K0.02%+213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,074$396K0.01%-12613F-HRTimelineGroup
Oslo Pensjonsforsikring AS1,071$395K0.06%+36813F-HRTimeline
Gryphon Financial Partners LLC1,069$394K0.06%-18113F-HRTimeline
CIM INVESTMENT MANAGEMENT INC1,069$394K0.12%+513F-HRTimeline
Solidarity Wealth, LLC1,068$394K0.1%-20013F-HRTimeline
Whalen Wealth Management Inc.1,064$393K0.27%013F-HRTimeline
Leonard Rickey Investment Advisors P.L.…1,061$391K0.09%+3513F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC1,057$390K0.32%-11313F-HRTimeline
Arax Advisory Partners1,057$390K0.02%-20413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC1,053$389K0.01%+39513F-HRTimeline
Wealth Management Associates, Inc.1,053$389K0.17%-33413F-HRTimeline
Harbour Trust & Investment Management Co1,044$385K0.04%+31513F-HRTimeline
Claris Financial LLC1,043$385K0.25%13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,038$383K0.07%-1,76813F-HRTimelineGroup
Glenview Trust Co1,038$383K0.01%-39113F-HRTimeline
ROI Financial Advisors, LLC1,037$382K0.26%-47113F-HRTimeline
KELLY FINANCIAL GROUP LLC1,035$382K0.14%13F-HRTimeline
Wealthspire Advisors, LLC1,028$379K<0.01%+18813F-HRTimeline
Integrated Investment Consultants, LLC1,027$379K0.08%+213F-HR/ATimeline
DAHRING | CUSMANO LLC1,023$377K0.34%13F-HRTimeline
Aspen Investment Management Inc1,021$377K0.18%013F-HRTimeline
Prime Capital Investment Advisors, LLC1,020$376K0.01%-29413F-HRTimeline
Perpetual Ltdin group Perpetual Ltd1,019$376K<0.01%-270,28313F-HRTimelineGroup
ICW Investment Advisors LLC1,015$375K0.16%new13F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP1,014$374K0.01%-38,98613F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION1,013$374K0.03%-1613F-HRTimeline
EVERETT HARRIS & CO /CA/1,009$372K<0.01%+813F-HRTimeline
Permanens Capital L.P.1,009$372K0.07%013F-HRTimeline
Catalina Capital Group, LLC1,001$369K0.12%-65513F-HRTimeline
Lantern Wealth Advisors, LLC1,000$369K0.24%013F-HRTimeline
Kuhn & Co Investment Counsel1,000$369K0.31%-613F-HRTimeline
Capital Investment Advisory Services, L…985$363K0.03%-3713F-HRTimeline
Palisades Hudson Asset Management, L.P.977$360K0.15%-113F-HRTimeline
FARMERS TRUST CO975$360K0.07%-10713F-HRTimeline
Claro Advisors Inc.975$360K0.05%-3113F-HRTimeline
Neo Ivy Capital Management975$359K0.07%new13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC972$359K0.07%-3013F-HRTimeline
FIRST FINANCIAL CORP /IN/971$358K0.17%-11913F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…964$356K0.18%+9113F-HRTimelineGroup
Alpha Omega Wealth Management LLC961$355K0.07%+16813F-HRTimeline
Campion Asset Management960$354K0.27%-1113F-HRTimeline
Sound View Wealth Advisors Group, LLC956$353K0.03%-19013F-HRTimeline
Advisory Alpha, LLC955$352K0.01%-4713F-HRTimeline
Compton Wealth Advisory Group, LLC954$352K0.09%013F-HRTimeline
Bell Investment Advisors, Inc954$352K0.07%-7513F-HRTimeline
Basepoint Wealth LLC948$350K0.28%-4413F-HRTimeline
Systematic Alpha Investments, LLC947$349K0.01%-65013F-HRTimeline
Spectrum Wealth Counsel, LLC942$348K0.04%013F-HRTimeline
Latitude Advisors, LLC936$345K0.19%-3113F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC935$345K0.07%-313F-HRTimeline
Strategic Advisors LLC933$344K0.06%-6713F-HRTimeline
Western Wealth Management, LLC932$344K0.02%-1,76813F-HR/ATimeline
LOUNTZIS ASSET MANAGEMENT, LLC932$344K0.15%013F-HRTimeline
CPC Advisors, LLC931$343K0.05%+7813F-HRTimeline
Forefront Wealth Partners, LLC929$343K0.26%13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…922$340K0.1%013F-HRTimeline
LSV ASSET MANAGEMENT920$339K<0.01%+2013F-HRTimeline
Roundview Capital LLC915$338K0.02%-1,25313F-HRTimeline
Harfst & Associates, Inc.913$337K0.07%-3,98113F-HRTimeline
Meridian Wealth Management, LLC910$336K0.02%-41013F-HRTimeline
Wealth Advisory Solutions, LLC907$335K0.09%-113F-HRTimeline
Alliance Wealth Advisors, LLC903$333K0.19%+20413F-HRTimeline
Horan Securities, Inc.901$332K0.13%013F-HRTimeline
Grey Ledge Advisors, LLC889$328K0.08%-5813F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC888$328K0.07%+14613F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC888$328K0.06%+14513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC885$326K0.01%-15,29313F-HRTimeline
Jacobi Capital Management LLC882$325K0.02%+2713F-HRTimeline
WHALEROCK POINT PARTNERS, LLC877$324K0.08%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC873$322K0.04%-9713F-HRTimeline
Sage Investment Counsel LLC870$321K0.42%13F-HRTimeline
R Squared Ltd870$321K0.31%13F-HRTimeline
BAXTER BROS INC868$320K0.04%-24013F-HRTimeline
Avestar Capital, LLC867$320K0.03%-32613F-HRTimeline
CX Institutional864$319K0.01%-52613F-HRTimeline
Ascent Wealth Partners, LLC858$317K0.04%-16313F-HRTimeline
Elser Financial Planning, Inc856$316K0.02%-3013F-HRTimeline
Waldron Private Wealth LLC852$314K0.01%-29113F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC848$313K0.06%013F-HRTimeline
Carr Financial Group Corp846$312K0.1%-14213F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC846$312K0.12%-413F-HRTimeline
Farringdon Capital, Ltd.839$310K0.13%13F-HRTimeline
COUNTRY CLUB BANK839$309K0.02%-23513F-HRTimeline
Carrera Capital Advisors838$309K0.07%-3,47813F-HRTimeline
FOSTER & MOTLEY INC837$309K0.02%-42913F-HRTimeline
Ellevest, Inc.833$307K0.02%-33013F-HRTimeline
Continuum Advisory, LLC833$307K0.04%+13313F-HRTimeline
Samalin Investment Counsel, LLC829$306K0.13%-4713F-HRTimeline
Arete Wealth Advisors, LLC826$305K0.02%+6913F-HRTimeline
Hilltop Partners LLC826$305K0.1%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …793$302K0.02%+9213F-HRTimelineGroup
TRUST POINT INC.819$302K0.02%-3813F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.815$301K0.18%-23013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC814$300K0.06%-10413F-HRTimeline
COZAD ASSET MANAGEMENT INC814$300K0.03%-4613F-HRTimeline
Atlas Wealth LLC810$299K0.11%013F-HRTimeline
First National Trust Co809$298K0.01%-2813F-HRTimeline
Geller Advisors LLC800$295K0.02%-1913F-HRTimeline
Signal Advisors Wealth, LLC797$294K0.03%+18613F-HRTimeline
Cypress Wealth Services, LLC796$294K0.06%+11713F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC796$294K0.02%013F-HRTimeline
Adams Wealth Management794$293K0.06%-13213F-HRTimeline
CacheTech Inc.794$293K0.05%-13213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC794$293K0.02%+18013F-HRTimeline
Intelligence Driven Advisers, LLC792$292K0.05%-38713F-HRTimeline
Harbor Group, Inc.792$292K0.07%013F-HRTimeline
WADDELL & ASSOCIATES, LLC789$291K0.03%013F-HR/ATimeline
Regent Peak Wealth Advisors LLC789$291K0.07%-7513F-HR/ATimeline
First County Bank /CT/787$290K0.16%new13F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC785$290K0.22%-513F-HRTimeline
BECK MACK & OLIVER LLC784$289K0.01%013F-HRTimeline
Ignite Planners, LLC777$289K0.06%+313F-HRTimeline
Financial Advisors Network, Inc.780$288K0.05%13F-HRTimeline
Fermata Advisors, LLC778$287K0.05%new13F-HRTimeline
ALTFEST L J & CO INC776$286K0.04%-113F-HRTimeline
DOVER ADVISORS, LLC775$286K0.16%013F-HRTimeline
Pettinga Financial Advisors LLC774$285K0.06%+113F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd771$284K0.18%+17113F-HRTimelineGroup
Truepoint, Inc.770$284K0.01%-21713F-HRTimeline
Park Place Capital Corp767$283K0.08%-7913F-HRTimeline
Icon Wealth Advisors, LLC765$282K0.02%-4613F-HRTimeline
MBM WEALTH CONSULTANTS, LLC771$282K0.08%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC763$281K0.03%-11713F-HRTimeline
PBMares Wealth Management LLC762$281K0.06%-14913F-HRTimeline
Legacy Financial Advisors, Inc.761$281K0.05%-56613F-HRTimeline
B.O.S.S. Retirement Advisors, LLC760$280K0.08%new13F-HRTimeline
IHT Wealth Management, LLC758$279K0.01%-74813F-HRTimeline
Sovereign Investment Advisors, LLC756$279K0.08%new13F-HRTimeline
Legacy Capital Group California, Inc.756$279K0.09%+20613F-HRTimeline
Summit X, LLC755$278K0.06%+5113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV753$278K0.02%-1213F-HRTimeline
Choate Investment Advisors753$278K0.01%-29113F-HRTimeline
Providence First Trust Co753$278K0.1%013F-HRTimeline
Key Financial Inc744$274K0.06%013F-HRTimeline
Capital Investment Advisors, LLC742$274K0.01%-9813F-HRTimeline
LongView Wealth Management740$273K0.08%+113F-HRTimeline
Alpha Family Trustin group Alpha Family Trust735$271K0.15%+18513F-HRTimelineGroup
Virtue Capital Management, LLC732$270K0.05%+11913F-HRTimeline
Manchester Capital Management LLC731$270K0.03%-2213F-HRTimeline
Premier Path Wealth Partners, LLC730$269K0.04%-66213F-HRTimeline
East Coast Asset Management, LLC.730$269K0.09%013F-HRTimeline
CERTUITY, LLC728$269K0.03%+5613F-HRTimeline
Perbak Capital Partners LLP726$268K0.14%-5,01813F-HRTimeline
Cromwell Holdings LLC724$267K0.15%+413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC723$267K0.02%+5213F-HRTimeline
Fisher Asset Management, LLC721$266K<0.01%-11713F-HRTimeline
AVISO WEALTH MANAGEMENT720$266K0.14%+25813F-HRTimeline
Lakeridge Wealth Management LLC720$266K0.14%+413F-HRTimeline
CITY HOLDING CO715$264K0.04%013F-HRTimeline
First Horizon Advisors, Inc.714$263K0.01%-14013F-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