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Disclosery

ELV ELEVANCE HEALTH INC FORMERLY

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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
Lavaca Capital LLC100$38.9K0.02%013F-HR/ATimeline
Glass Jacobson Investment Advisors llc100$38.9K0.01%+8013F-HRTimeline
Bogart Wealth, LLC98$38.1K<0.01%-413F-HRTimeline
NewSquare Capital LLC94$36.6K<0.01%-913F-HRTimeline
Crews Bank & Trust93$36.2K0.01%013F-HRTimeline
Core Alternative Capital91$35.4K0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC90$35K<0.01%+7613F-HRTimeline
WealthTrak Capital Management LLC84$32.7K0.03%013F-HRTimeline
North Capital, Inc.83$32.3K0.03%013F-HRTimeline
BOK Financial Private Wealth, Inc.82$31.9K<0.01%new13F-HRTimeline
Hopwood Financial Services, Inc.79$30.7K0.02%-2313F-HRTimeline
Abound Wealth Management77$29.9K0.01%-713F-HRTimeline
Vermillion & White Wealth Management Gr…76$29.6K0.02%+3713F-HRTimeline
OPTIMUM INVESTMENT ADVISORS75$29.2K0.01%-17813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…75$29.2K<0.01%013F-HRTimelineGroup
Mascoma Wealth Management LLC75$29.2K0.01%013F-HRTimeline
General Partner, Inc.75$29.2K0.02%013F-HRTimeline
Scarborough Advisors, LLC75$29.2K0.01%new13F-HRTimeline
Promus Capital, LLC73$28.4K0.02%-9113F-HR/ATimeline
WPG Advisers, LLC72$28K0.02%+513F-HRTimeline
Bank of New Hampshire70$27.2K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC70$27.2K0.01%013F-HRTimeline
Piscataqua Savings Bank69$26.8K0.02%013F-HRTimeline
Private Wealth Management Group, LLC68$26.4K0.01%+513F-HRTimeline
Longview Financial Advisors LLC66$25.7K0.02%013F-HRTimeline
GODSEY & GIBB, INC66$25.6K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.64$24.9K<0.01%-1313F-HRTimeline
Princeton Global Asset Management LLC61$23.8K<0.01%+5113F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.60$23.7K0.02%+4513F-HRTimeline
ALERUS FINANCIAL NA61$23.7K<0.01%new13F-HRTimeline
TD Capital Management LLC60$23.5K<0.01%013F-HRTimeline
AFFINITY WEALTH LLC60$23.3K0.02%013F-HRTimeline
Accredited Wealth Management, LLC57$22.2K0.02%new13F-HRTimeline
Fourth Dimension Wealth, LLC57$22.2K0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH56$21.8K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC56$21.8K<0.01%+213F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC56$21.8K<0.01%013F-HRTimeline
ORG Partners LLC55$21.8K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT52$20.2K<0.01%013F-HRTimeline
Activest Wealth Management51$19.8K<0.01%+3113F-HRTimeline
Vermillion Wealth Management, Inc.51$19.7K0.01%+113F-HRTimeline
Howard Hughes Medical Institute50$19.4K0.01%new13F-HRTimeline
BFSG, LLC50$19.4K<0.01%013F-HRTimeline
Bank & Trust Co50$19.4K0.02%013F-HRTimeline
Field & Main Bank50$19.4K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC49$19.1K<0.01%013F-HRTimeline
Fairscale Capital, LLC65$18.4K0.01%+5813F-HRTimeline
Citizens National Bank Trust Department45$17.5K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC44$17K<0.01%+413F-HRTimeline
Avion Wealth44$17K<0.01%+2413F-HR/ATimeline
RAFFA WEALTH MANAGEMENT, LLC43$16.7K<0.01%013F-HRTimeline
Kentucky Trust Co40$15.6K0.01%013F-HRTimeline
Rossby Financial, LCC40$15.6K0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.39$15.2K0.01%013F-HRTimeline
Rialto Wealth Management, LLC36$14K<0.01%+513F-HRTimeline
SIMA Wealth Partners, LLC36$14K0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.35$14K<0.01%+813F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC35$13.6K0.01%013F-HRTimeline
High Note Wealth, LLC35$13.6K<0.01%+213F-HRTimeline
Mid-American Wealth Advisory Group, Inc.35$13.6K0.01%new13F-HRTimeline
Tortoise Investment Management, LLC32$12.4K<0.01%+413F-HRTimeline
MTM Investment Management, LLC32$12.4K<0.01%new13F-HRTimeline
Gleason Group, Inc.31$12.2K<0.01%013F-HRTimeline
PROFFITT & GOODSON INC31$12.1K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC31$12.1K<0.01%013F-HRTimeline
GFG Capital, LLC31$12.1K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC41$12K<0.01%new13F-HRTimeline
Aspect Partners, LLC30$11.7K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP29$11.3K<0.01%-5013F-HRTimelineGroup
Nemes Rush Group LLC29$11.3K<0.01%013F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…27$11K<0.01%-213F-HRTimelineGroup
Sunbelt Securities, Inc.29$10.7K<0.01%new13F-HRTimeline
Northwest Capital Management Inc26$10.1K0.01%013F-HRTimeline
Sachetta, LLC26$10.1K<0.01%-513F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…25$9.72K<0.01%-2513F-HRTimeline
Whipplewood Advisors, LLC24$9.34K0.01%+1313F-HRTimeline
Riggs Asset Managment Co. Inc.23$8.95K<0.01%+1813F-HRTimeline
Orion Capital Management LLC23$8.95K<0.01%013F-HRTimeline
True Wealth Design, LLC22$8.65K<0.01%-113F-HRTimeline
Crewe Advisors LLC22$8.56K<0.01%-313F-HRTimeline
FIRST UNITED BANK & TRUST22$8.56K<0.01%013F-HRTimeline
CNB Bank22$8.56K<0.01%013F-HRTimeline
Kilter Group LLC21$8.17K<0.01%new13F-HRTimeline
Redwood Park Advisors LLC20$7.82K0.01%013F-HRTimeline
Compass Planning Associates Inc19$7.46K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.19$7.39K<0.01%-313F-HRTimeline
Bare Financial Services, Inc19$7.39K<0.01%+1813F-HRTimeline
Essential Partners LLC19$7.39K<0.01%13F-HRTimeline
Lummis Asset Management, LP18$7K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC18$7K<0.01%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…18$7K<0.01%-1,11713F-HRTimelineGroup
MOTCO23$6.51K<0.01%-9913F-HRTimeline
Trifecta Capital Advisors, LLC16$6.22K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC16$6.22K<0.01%013F-HRTimeline
Stone House Investment Management, LLC16$6.22K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC22$6.08K<0.01%-513F-HRTimeline
MASECO LLP15$5.93K<0.01%13F-HRTimeline
Cherry Tree Wealth Management, LLC14$5.45K<0.01%-3913F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT14$5.45K<0.01%-35213F-HRTimeline
Headlands Technologies LLC14$5.45K<0.01%-2,82013F-HRTimeline
Bay Harbor Wealth Management, LLC14$5.45K<0.01%+613F-HRTimeline
Morton Brown Family Wealth, LLC14$5.45K<0.01%013F-HRTimeline
PFS Partners, LLC13$5.06K<0.01%new13F-HRTimeline
FSA Wealth Management LLC13$5.06K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC13$5.06K<0.01%013F-HRTimeline
Catherine Avery Investment Management L…13$5.06K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.13$5K<0.01%+513F-HRTimeline
Dunhill Financial, LLC12$4.82K<0.01%-1013F-HRTimeline
CoreFirst Bank & Trust12$4.67K<0.01%new13F-HRTimeline
Pineridge Advisors LLC12$4.67K<0.01%+313F-HRTimeline
Clark Wealth Partners12$4.67K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC11$4.3K<0.01%-1313F-HRTimeline
Dogwood Wealth Management LLC12$4.19K<0.01%+813F-HRTimeline
WestEnd Advisors, LLC10$3.89K<0.01%+113F-HRTimeline
WOLFF WIESE MAGANA LLC10$3.89K<0.01%-513F-HRTimeline
Wealth Preservation Advisors, LLC10$3.89K<0.01%+213F-HRTimeline
Carolina Wealth Advisors, LLC9$3.5K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC9$3.5K<0.01%+213F-HRTimeline
Binnacle Investments Inc9$3.5K<0.01%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.9$3.5K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.8$3.23K<0.01%013F-HRTimeline
TFC Financial Management, Inc.8$3.11K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.8$3.11K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.8$3.11K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.7$2.72K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC7$2.72K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates7$2.72K<0.01%013F-HRTimeline
Hughes Financial Services, LLC9$2.49K<0.01%-613F-HRTimeline
New Millennium Group LLC6$2.43K<0.01%-313F-HRTimeline
COUNTRY TRUST BANK6$2.33K<0.01%013F-HRTimeline
NVWM, LLC6$2.33K<0.01%-413F-HRTimeline
Frazier Financial Advisors, LLC5$2K<0.01%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …4$2K<0.01%-1,32613F-HRTimelineGroup
DecisionPoint Financial, LLC5$1.98K<0.01%new13F-HRTimeline
JNBA Financial Advisors5$1.95K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC5$1.95K<0.01%new13F-HRTimeline
RAELIPSKIE PARTNERSHIP5$1.95K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC5$1.95K<0.01%-3513F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.4$1.7K<0.01%13F-HRTimeline
Nova Wealth Management, Inc.4$1.7K<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC4$1.58K<0.01%-513F-HRTimeline
Bellwether Advisors, LLC4$1.56K<0.01%013F-HRTimeline
PayPay Securities Corp4$1.56K0.08%+113F-HRTimeline
Financial Network Wealth Advisors LLC4$1.56K<0.01%013F-HRTimeline
American Capital Advisory, LLC4$1.56K<0.01%+213F-HRTimeline
Glen Eagle Advisors, LLC4$1.56K<0.01%-313F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd4$1.56K<0.01%013F-HR/ATimelineGroup
Peterson Wealth Services3$1.17K<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.3$1.17K<0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT2$1K<0.01%013F-HRTimeline
West Oak Capital, LLC250$9720.04%013F-HRTimeline
SOA Wealth Advisors, LLC.2$818<0.01%-513F-HRTimeline
Beacon Capital Management, LLC2$790<0.01%013F-HRTimeline
S&T Bank/PA2$778<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …2$778<0.01%13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC2$778<0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC2$778<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2$778<0.01%-1813F-HRTimelineGroup
PROATHLETE WEALTH MANAGEMENT LLC2$777<0.01%new13F-HRTimeline
LGT Financial Advisors LLC1$391<0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1$389<0.01%new13F-HRTimeline
Signature Resources Capital Management,…1$389<0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1$389<0.01%-2513F-HR/ATimelineGroup
ELEVATION WEALTH PARTNERS, LLC0$9<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
INTERNATIONAL ASSETS INVESTMENT MANAGEM…100,109$144Knew13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.

Events

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

    Accepted , ingested