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Disclosery

ELV ELEVANCE HEALTH INC FORMERLY

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COM (common), issuer CIK 1156039

1,525 managers (1,558 13F filers) reported a position in ELV shares at 2025-12-31, 202,240,397 shares in all. 131 filers opened a position and 152 filers sold out during the quarter.

Managers
1,525
13F filers
1,558
New
131
Added
502
Reduced
611
Sold out
152
Shares held by filers
202,240,397

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Sompo Asset Management Co., Ltd.1,060$372K0.06%+1013F-HRTimeline
CIM INVESTMENT MANAGEMENT INC1,053$369K0.1%013F-HRTimeline
Pines Wealth Management, LLC1,052$369K0.12%+4113F-HRTimeline
Independence Bank of Kentucky1,046$367K0.05%-5313F-HRTimeline
MCF Advisors LLC1,044$366K0.02%+77713F-HRTimeline
CENTRAL TRUST Co1,044$366K0.01%-47013F-HRTimeline
Hilton Head Capital Partners, LLC1,041$365K0.21%13F-HRTimeline
KELLY FINANCIAL GROUP LLC1,040$365K0.09%013F-HRTimeline
Claro Advisors Inc.1,039$364K0.05%-4513F-HRTimeline
Global Trust Asset Management, LLC1,038$364K0.14%-15813F-HRTimeline
Edgestream Partners, L.P.1,037$364K0.01%+5113F-HRTimeline
ROMANO BROTHERS AND COMPANY1,036$363K0.04%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,035$363K0.01%+26013F-HRTimeline
Goelzer Investment Management, Inc.1,032$362K0.02%-2013F-HRTimeline
Claris Financial LLC1,020$358K0.19%-113F-HRTimeline
NATURAL INVESTMENTS, LLC1,018$356K0.09%-413F-HRTimeline
ICW Investment Advisors LLC1,014$355K0.13%-113F-HRTimeline
Sound View Wealth Advisors Group, LLC1,011$354K0.02%+2913F-HRTimeline
Adams Wealth Management1,001$351K0.07%013F-HRTimeline
CacheTech Inc.1,001$351K0.07%013F-HRTimeline
K.J. Harrison & Partners Inc1,000$351K0.05%new13F-HRTimeline
VEGA INVESTMENT SOLUTIONS1,000$351K0.06%13F-HRTimeline
LongView Wealth Management930$349K0.08%+413F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC991$347K0.23%new13F-HRTimeline
Virtue Capital Management, LLC980$347K0.05%-9,13413F-HR/ATimeline
MARATHON CAPITAL MANAGEMENT990$347K0.07%+4113F-HRTimeline
West Family Investments, Inc.982$344K0.08%-22213F-HRTimeline
Savvy Advisors, Inc.979$343K0.01%+3013F-HRTimeline
First Bank & Trust979$343K0.06%+21213F-HRTimeline
Keel Point, LLC972$341K0.02%+8813F-HRTimeline
FIRST FINANCIAL CORP /IN/971$340K0.13%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC967$339K0.06%13F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC966$339K0.03%013F-HRTimeline
Avestar Capital, LLC964$338K0.02%new13F-HRTimeline
Capital Asset Advisory Services LLC909$337K0.01%new13F-HRTimeline
Oath Planning, LLC960$336K0.33%13F-HRTimeline
Accredited Investors Inc.953$334K0.02%-18013F-HRTimeline
SmartHarvest Portfolios, LLC952$334K0.12%13F-HRTimeline
Circle Wealth Management, LLC951$333K0.01%+2913F-HRTimeline
AdvisorNet Financial, Inc950$333K0.02%+2513F-HRTimeline
Systematic Alpha Investments, LLC947$332K0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…946$332K0.03%-7213F-HRTimelineGroup
Stillwater Capital Advisors, LLC946$332K0.04%013F-HRTimeline
BECK MACK & OLIVER LLC943$331K0.01%+21213F-HRTimeline
Stanley-Laman Group, Ltd.938$329K0.04%+27213F-HRTimeline
Cornerstone Wealth Management, LLC935$328K0.02%new13F-HRTimeline
FARMERS TRUST CO935$328K0.05%-4013F-HRTimeline
LRT Capital Management, LLC931$326K0.28%new13F-HRTimeline
Atlanta Consulting Group Advisors, LLC931$326K0.07%new13F-HRTimeline
First Western Trust Bank929$326K0.02%+213F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION925$324K0.03%-3713F-HRTimeline
Qtron Investments LLC924$324K0.04%013F-HRTimeline
Quent Capital, LLC923$324K0.02%-25613F-HRTimeline
Bell Investment Advisors, Inc923$323K0.05%-1913F-HRTimeline
Waterloo Capital, L.P.922$323K0.02%+13613F-HRTimeline
BAXTER BROS INC921$323K0.04%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC920$323K<0.01%-16813F-HRTimeline
Sound Income Strategies, LLC859$322K0.02%+1913F-HRTimeline
Turtle Creek Wealth Advisors, LLC918$322K0.03%+6013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC917$321K0.22%-26013F-HRTimeline
EVERETT HARRIS & CO /CA/911$319K<0.01%013F-HRTimeline
Canal Capital Management, LLC910$319K0.05%-66813F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA910$319K0.01%-12613F-HRTimeline
Palisades Hudson Asset Management, L.P.906$318K0.12%013F-HRTimeline
Wealth Advisory Solutions, LLC907$318K0.07%013F-HRTimeline
Advisors Capital Management, LLC906$318K<0.01%-11113F-HRTimeline
Aster Capital Management (DIFC) Ltd898$315K0.14%new13F-HRTimeline
Midwest Trust Co898$315K<0.01%+4013F-HRTimeline
Campion Asset Management895$314K0.22%013F-HRTimeline
Elser Financial Planning, Inc894$313K0.23%+4113F-HRTimeline
Alliance Wealth Advisors, LLC894$313K0.15%+2613F-HRTimeline
Kapstone Financial Advisors LLC894$313K0.16%-23913F-HRTimeline
AlphaGrep UK Ltd889$312K0.1%13F-HRTimeline
EVOKE WEALTH, LLC884$310K0.01%+2213F-HRTimeline
REGATTA CAPITAL GROUP, LLC884$310K0.05%-1413F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY882$309K0.21%+413F-HRTimeline
Manchester Capital Management LLC881$309K0.04%+9213F-HRTimeline
EVERPAR ADVISORS LLC881$309K0.11%+9213F-HRTimeline
Hilltop Partners LLC869$305K0.08%013F-HRTimeline
Foresight Global Investors, Inc.865$303K0.14%+4613F-HR/ATimeline
TRUST POINT INC.859$301K0.02%-11913F-HRTimeline
Colonial River Investments, LLC858$301K0.11%-52513F-HRTimeline
Abel Hall, LLC858$301K0.07%new13F-HRTimeline
Fulton Bank, N.A.855$300K0.01%+4813F-HRTimeline
Facet Wealth, Inc.872$298K0.01%new13F-HRTimeline
Premier Path Wealth Partners, LLC849$298K0.04%+18913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC849$297K0.02%new13F-HRTimeline
Clark Capital Management Group, Inc.844$296K<0.01%+13013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC844$296K0.03%+13013F-HRTimeline
Latitude Advisors, LLC844$296K0.13%-2913F-HRTimeline
Private Wealth Asset Management, LLC842$295K0.03%-1113F-HRTimeline
RiverFront Investment Group, LLC838$294K<0.01%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…837$293K0.01%+37813F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd831$291K0.11%-24013F-HRTimelineGroup
Torrey Growth & Income Advisors826$290K0.1%-1313F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC825$289K0.02%+2913F-HRTimeline
FSM Wealth Advisors, LLC820$288K0.04%+513F-HRTimeline
Deseret Mutual Benefit Administrators818$287K0.12%+8213F-HRTimeline
Accurate Wealth Management, LLC768$286K0.04%+3913F-HRTimeline
Chicago Partners Investment Group LLC770$286K0.01%-7713F-HRTimeline
Pettinga Financial Advisors LLC812$285K0.05%+3713F-HRTimeline
Atlas Wealth LLC810$284K0.09%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC809$284K0.03%-1513F-HRTimeline
NORDEN GROUP LLC805$282K0.03%new13F-HRTimeline
DLK Investment Management, LLC800$280K0.1%013F-HRTimeline
Patton Albertson Miller Group, LLC799$280K0.03%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.797$279K0.03%-1213F-HRTimeline
Basepoint Wealth LLC793$278K0.17%+2313F-HRTimeline
Lakeridge Wealth Management LLC792$278K0.13%+5413F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.791$277K0.04%013F-HRTimeline
Red Door Wealth Management, LLC786$276K0.03%+713F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC740$275K0.03%-5213F-HRTimeline
Atlatl Advisers LLC783$274K0.11%+1813F-HRTimeline
Capital Investment Advisory Services, L…782$274K0.02%-78413F-HRTimeline
Alpha Omega Wealth Management LLC780$273K0.05%013F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co776$272K0.02%-13913F-HRTimeline
IFP Advisors, Inc775$272K0.01%+1913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC772$271K0.01%013F-HR/ATimelineGroup
Centiva Capital, LP771$270K0.02%new13F-HRTimeline
71 West Capital Partners768$269K0.01%13F-HRTimeline
HBK Sorce Advisory LLC794$269K0.01%+5113F-HRTimeline
ALTFEST L J & CO INC767$269K0.03%013F-HRTimeline
Choate Investment Advisors763$267K0.01%+3713F-HRTimeline
SEEDS INVESTOR LLC758$266K0.05%new13F-HRTimeline
Hibernia Wealth Partners, LLC757$265K0.08%new13F-HRTimeline
Lynch Investment Planning, LLC754$264K0.25%13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…754$264K0.01%+313F-HRTimelineGroup
Financial Advisors Network, Inc.753$264K0.04%-1713F-HRTimeline
AlphaQuest LLC752$264K0.01%-4,83113F-HRTimeline
Cromwell Holdings LLC749$263K0.14%-113F-HRTimeline
Gladstone Institutional Advisory LLC746$262K0.01%-2913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS740$259K0.01%-10313F-HRTimelineGroup
Parcion Private Wealth LLC737$258K0.02%new13F-HRTimeline
Harbor Group, Inc.737$258K0.04%+413F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC735$258K0.14%-2513F-HRTimeline
Syverson Strege & Co734$257K0.06%+6313F-HRTimeline
NorthRock Partners, LLC733$257K<0.01%-1,77713F-HRTimeline
East Coast Asset Management, LLC.730$256K0.08%013F-HRTimeline
Fort Point Capital Partners LLC668$255K0.03%013F-HRTimeline
Samalin Investment Counsel, LLC728$255K0.09%-10813F-HRTimeline
Strategic Family Wealth Counselors, L.L…694$255K0.06%new13F-HRTimeline
Disciplined Investors, L.L.C.726$255K0.17%-17813F-HRTimeline
HUB Investment Partners, LLC726$255K0.01%new13F-HRTimeline
Verition Fund Management LLC726$254K<0.01%-14,32813F-HRTimeline
SwitchPoint Financial Planning, LLC726$254K0.18%+2413F-HRTimeline
SYM FINANCIAL Corp725$254K0.03%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…725$254K0.07%-10313F-HRTimeline
Hartford Funds Management Co LLC718$252K0.02%+7213F-HRTimeline
DRW Securities, LLC732$252K0.02%new13F-HRTimeline
Prudent Man Advisors, LLC719$252K0.09%013F-HRTimeline
Forefront Wealth Partners, LLC718$252K0.12%-4513F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…716$251K0.04%-2313F-HRTimelineGroup
BNP PARIBASin group BNP PARIBAS716$251K0.01%013F-HRTimelineGroup
IHT Wealth Management, LLC711$249K0.01%+7113F-HRTimeline
Medallion Wealth Advisors, LLC711$249K0.08%-2213F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.708$248K0.02%-11713F-HRTimeline
Covestor Ltd707$248K0.13%-17913F-HRTimeline
BIRCH FINANCIAL GROUP, LLC707$248K0.14%new13F-HRTimeline
Strategic Wealth Partners, Ltd.705$247K0.02%-1,70313F-HRTimeline
FIRST HORIZON CORP705$247K0.01%+26513F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…703$247K<0.01%+213F-HRTimeline
SJS Investment Consulting Inc.702$246K0.03%+1413F-HRTimeline
Strategic Financial Services, Inc.725$246K0.01%-45913F-HRTimeline
Strategic Advisors LLC700$246K0.04%+313F-HRTimeline
MEYER HANDELMAN CO700$245K0.01%013F-HRTimeline
CAPITAL MANAGEMENT CORP /VA700$245K0.04%013F-HRTimeline
Basecamp Wealth Advisors LLC697$244K0.05%13F-HRTimeline
BCGM Wealth Management, LLC696$244K0.06%new13F-HRTimeline
Prosperity Consulting Group, LLC696$244K0.01%-1413F-HRTimeline
AssuredPartners Investment Advisors, LLC695$244K0.04%new13F-HRTimeline
VAN LANSCHOT KEMPEN INVESTMENT MANAGEME…694$243K<0.01%-4,34613F-HRTimeline
McLean Asset Management Corp648$242K0.04%+6113F-HRTimeline
Ascent Wealth Partners, LLC689$242K0.03%-7613F-HRTimeline
Shoker Investment Counsel, Inc.688$241K0.07%+5013F-HRTimeline
Aldebaran Financial Inc.687$240K0.22%+113F-HRTimeline
Trivium Point Advisory, LLC683$239K0.02%-15213F-HRTimeline
WHALEROCK POINT PARTNERS, LLC682$239K0.05%013F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…681$239K0.01%new13F-HRTimelineGroup
RIK SAYLOR FINANCIAL, INC.680$238K0.17%013F-HRTimeline
Pathway Financial Advisers, LLC678$238K0.07%013F-HRTimeline
Parkside Financial Bank & Trust677$237K0.02%+2413F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC677$237K0.16%-62813F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…675$237K0.01%-10,88913F-HRTimelineGroup
Abacus Planning Group, Inc.671$235K0.03%+4313F-HRTimeline
CYBER HORNET ETFs LLC668$234K0.14%+3713F-HRTimeline
Income Insurance Ltd668$234K0.15%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sovran Advisors, LLC608$232K0.02%new13F-HRTimeline
Seneca House Advisors662$232K0.09%+1413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV662$232K0.01%+1013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC659$231K0.05%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC657$230K0.01%+3513F-HRTimeline
Venture Visionary Partners LLC656$230K0.01%-113F-HRTimeline
Kaufman Rossin Wealth, LLC654$229K0.12%+1213F-HRTimeline
KFG WEALTH MANAGEMENT, LLC650$228K0.03%-8813F-HRTimeline
First County Bank /CT/650$228K0.12%013F-HRTimeline
Cherokee Insurance Co650$228K0.09%013F-HRTimeline
Moss Adams Wealth Advisors LLC649$228K0.02%new13F-HRTimeline
DT Investment Partners, LLC644$226K0.02%013F-HRTimeline
Kellett Wealth Advisors, LLC643$225K0.13%013F-HRTimeline
Vantage Financial Partners, LLC643$225K0.05%+413F-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