ELEVANCE HEALTH INC FORMERLY (ELV)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
60
Reporting holders
$97.8M
Reported value
0.0%
Calls
0.0%
Puts
-1,558
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ROCKLAND TRUST CO | $26.9M | 69,130 | 1.03% | 13q | +1.0%+$257.8K |
| Allen Mooney & Barnes Investment Advisors LLC | $18.2M | 46,767 | 2.70% | 5q | +0.8%+$143.5K |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $8.2M | 21,000 | 1.54% | 4q | HELD |
| Farther Finance Advisors, LLC | $4.6M | 11,826 | 0.03% | 16q | +27.1%+$979.0K |
| BENEDICT FINANCIAL ADVISORS INC | $3.3M | 8,497 | 0.66% | 32q | -0.8%-$25.3K |
| TOTH FINANCIAL ADVISORY CORP | $2.5M | 6,398 | 0.25% | 32q | +6.9%+$161.0K |
| HF Advisory Group, LLC | $2.3M | 5,923 | 0.69% | 16q | -12.7%-$333.6K |
| Coastline Trust Co | $2.0M | 5,173 | 0.19% | 32q | -1.3%-$26.8K |
| GAMMA Investing LLC | $2.0M | 5,075 | 0.07% | 12q | +5.8%+$108.5K |
| YHB Investment Advisors, Inc. | $1.9M | 4,979 | 0.12% | 32q | HELD |
| Castleview Partners, LLC | $1.9M | 4,972 | 0.85% | 8q | +5.7%+$104.6K |
| Valeo Financial Advisors, LLC | $1.7M | 4,480 | 0.04% | 32q | -4.1%-$73.9K |
| Graves Light Lenhart Wealth, Inc. | $1.7M | 4,382 | 0.16% | 32q | -32.6%-$825.4K |
| MOODY NATIONAL BANK TRUST DIVISION | $1.5M | 3,961 | 0.13% | 32q | +22.2%+$280.0K |
| Bangor Savings Bank | $1.4M | 3,549 | 0.11% | 18q | -4.3%-$61.8K |
| Wedmont Private Capital | $1.4M | 3,409 | 0.03% | 20q | +10.1%+$125.9K |
| Apella Capital, LLC | $1.4M | 3,357 | 0.02% | 14q | +14.5%+$171.8K |
| Grove Bank & Trust | $1.3M | 3,275 | 0.13% | 19q | +6.7%+$80.5K |
| Greenfield Savings Bank | $1.1M | 2,937 | 0.43% | 18q | -2.5%-$28.8K |
| Peoples Bank/KS | $1.1M | 2,932 | 1.11% | 13q | -0.5%-$5.8K |
| Wealth Enhancement Trust Services, Inc. | $944.4K | 2,429 | 0.10% | 4q | -72.6%-$2.5M |
| Acropolis Investment Management, LLC | $783.2K | 2,014 | 0.03% | 32q | -51.6%-$833.8K |
| SAPIENT CAPITAL LLC | $720.5K | 1,853 | 0.01% | 12q | -52.7%-$802.1K |
| Everhart Financial Group, Inc. | $630.3K | 1,621 | 0.04% | 7q | +4.9%+$29.6K |
| Barden Capital Management, Inc. | $626.0K | 1,610 | 0.57% | 20q | HELD |
| Versant Capital Management, Inc | $605.8K | 1,558 | 0.05% | 32q | +16.3%+$84.8K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $570.8K | 1,468 | 0.05% | 4q | -2.5%-$14.8K |
| Balefire, LLC | $566.4K | 1,457 | 0.09% | 8q | -7.8%-$47.8K |
| Miller Global Investments, LLC | $549.4K | 1,413 | 0.44% | 4q | -3.9%-$22.6K |
| RIVERSEDGE ADVISORS, LLC | $437.5K | 1,125 | 0.05% | new | NEW |
| Whalen Wealth Management Inc. | $426.9K | 1,098 | 0.18% | 12q | +3.2%+$13.2K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $387.0K | 995 | 0.25% | 4q | HELD |
| Sound Income Strategies, LLC | $336.0K | 838 | 0.01% | 5q | HELD |
| Paragon Capital Management Ltd | $324.6K | 835 | 0.06% | 2q | HELD |
| Avidian Wealth Enterprises, LLC | $310.0K | 797 | 0.01% | 2q | +14.7%+$39.7K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $282.3K | 726 | 0.02% | 29q | -12.3%-$39.7K |
| MassMutual Private Wealth & Trust, FSB | $264.0K | 679 | 0.01% | 32q | -17.5%-$56.0K |
| Venture Visionary Partners LLC | $260.8K | 670 | 0.01% | 2q | +18.4%+$40.5K |
| Intelligence Driven Advisers, LLC | $258.6K | 665 | 0.04% | 3q | +7.6%+$18.3K |
| LifeGoal Investments, LLC | $256.2K | 659 | 0.08% | new | NEW |
| Heartwood Wealth Advisors LLC | $250.0K | 643 | 0.02% | 2q | HELD |
| CoreCap Advisors, LLC | $227.5K | 585 | 0.01% | 9q | -2.5%-$5.8K |
| Cooper Financial Group | $211.0K | 543 | 0.02% | new | NEW |
| Roxbury Financial LLC | $176.3K | 454 | 0.14% | 8q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $165.6K | 426 | 0.11% | 4q | +1.4%+$2.3K |
| EASTERN BANK | $143.5K | 369 | 0.00% | 2q | +31.3%+$34.2K |
| AMERICAN NATIONAL BANK & TRUST | $130.3K | 335 | 0.01% | 19q | -4.3%-$5.8K |
| Trust Co | $118.6K | 305 | 0.01% | 8q | HELD |
| Investors Research Corp | $109.6K | 282 | 0.02% | 31q | HELD |
| Bullock Wealth Management Group | $60.4K | 158 | 0.03% | 11q | +43.6%+$18.4K |
| ELEVATION WEALTH PARTNERS, LLC | $52.1K | 134 | 0.01% | 15q | +27.6%+$11.3K |
| Dorato Capital Management | $44.5K | 110 | 0.03% | 4q | HELD |
| General Partner, Inc. | $29.2K | 75 | 0.02% | 16q | HELD |
| PROFESSIONAL ADVISORY SERVICES INC | $26.6K | 68,530 | 3.18% | 27q | HELD |
| Mn Services Vermogensbeheer B.V. | $25.1K | 64,537 | 0.19% | 22q | +1.9% |
| Bank & Trust Co | $19.4K | 50 | 0.01% | 10q | HELD |
| Noble Wealth Management PBC | $18.7K | 48 | 0.01% | 7q | HELD |
| Marquette Asset Management, LLC | $12.8K | 33 | 0.00% | 2q | HELD |
| Retirement Wealth Solutions LLC | $8.2K | 21 | 0.00% | 5q | +90.9%+$3.9K |
| Planning Strategies Inc. | $5.8K | 15 | 0.00% | 2q | +25.0%+$1.2K |
| GoalVest Advisory LLC | $5.4K | 14 | 0.00% | new | NEW |
| CX Institutional | $2.5K | 6,338 | 0.07% | 32q | +5.1% |
| Davis Capital Management | $2.3K | 6 | 0.00% | 13q | -87.2%-$15.9K |
| Polaris Financial Partners | $23 | 58 | 0.01% | new | FIRST |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-17 | BOUDREAUX GAIL | President and CEO | Bought | 2,725 | $1.0M ×2 |
| 2026-05-19 | Penczek Ronald W | CAO & Controller | Sold | 1,531 | $617.2K |
| 2026-07-17 | PERU RAMIRO G | Director | Bought | 1,000 | $366.1K |
| 2026-06-12 | Penczek Ronald W | CAO & Controller | Sold | 369 | $148.8K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 60 | $97.8M | 251,138 | 4 | 22 | 19 | 0.0% |
| Q2 2026 | 1,618 | $84.2B | 215,069,535 | 256 | 559 | 518 | 1.4% |
| Q1 2026 | 1,469 | $58.1B | 195,597,297 | 122 | 444 | 620 | 1.4% |
| Q4 2025 | 1,565 | $72.6B | 203,080,675 | 128 | 472 | 583 | 1.9% |
| Q3 2025 | 1,522 | $65.7B | 197,801,380 | 151 | 507 | 586 | 2.8% |
| Q2 2025 | 1,604 | $81.1B | 205,410,824 | 122 | 557 | 565 | 1.6% |
| Q1 2025 | 1,670 | $90.2B | 204,610,247 | 198 | 607 | 517 | 1.5% |
| Q4 2024 | 1,613 | $77.8B | 207,873,660 | 108 | 442 | 701 | 1.7% |
| Q3 2024 | 1,706 | $109.7B | 208,701,430 | 112 | 619 | 542 | 1.2% |
| Q2 2024 | 1,722 | $115.4B | 210,484,387 | 128 | 651 | 515 | 1.2% |
| Q1 2024 | 1,679 | $113.1B | 215,553,521 | 133 | 601 | 507 | 1.2% |
| Q4 2023 | 1,666 | $102.1B | 213,165,900 | 138 | 536 | 548 | 1.5% |
| Q3 2023 | 1,538 | $92.5B | 209,590,326 | 94 | 528 | 529 | 1.3% |
| Q2 2023 | 1,529 | $94.4B | 209,921,958 | 99 | 532 | 536 | 1.2% |
| Q1 2023 | 1,523 | $100.3B | 219,042,974 | 115 | 505 | 513 | 0.9% |
| Q4 2022 | 1,554 | $110.4B | 213,540,807 | 142 | 478 | 515 | 1.1% |
| Q3 2022 | 1,447 | $100.3B | 217,893,908 | 98 | 521 | 459 | 1.3% |
| Q2 2022 | 1,449 | $104.4B | 216,001,620 | 123 | 492 | 479 | 1.1% |
| Q1 2022 | 1,428 | $106.6B | 215,087,597 | 130 | 480 | 447 | 0.8% |
| Q4 2021 | 1,384 | $101.1B | 214,585,452 | 153 | 385 | 417 | 1.6% |
| Q3 2021 | 1,222 | $81.6B | 215,556,800 | 76 | 423 | 374 | 1.5% |
| Q2 2021 | 1,241 | $83.9B | 217,002,772 | 99 | 397 | 415 | 1.3% |
| Q1 2021 | 1,219 | $79.5B | 218,033,761 | 111 | 407 | 405 | 1.6% |
| Q4 2020 | 1,177 | $74.1B | 218,879,679 | 115 | 355 | 395 | 2.1% |
| Q3 2020 | 1,090 | $61.0B | 222,579,376 | 74 | 366 | 380 | 2.0% |
| Q2 2020 | 1,105 | $60.8B | 225,981,097 | 129 | 365 | 361 | 2.3% |
| Q1 2020 | 1,049 | $51.7B | 223,932,826 | 89 | 371 | 387 | 1.6% |
| Q4 2019 | 1,116 | $69.8B | 227,121,872 | 128 | 324 | 390 | 1.7% |
| Q3 2019 | 1,011 | $55.5B | 227,513,539 | 89 | 346 | 357 | 1.7% |
| Q2 2019 | 1,034 | $66.2B | 228,842,482 | 98 | 375 | 357 | 2.6% |
| Q1 2019 | 1,074 | $65.9B | 227,300,600 | 131 | 332 | 405 | 1.1% |
| Q4 2018 | 1,004 | $62.9B | 236,513,744 | 9 | 15 | 24 | 1.4% |