Elevance Health Inc.· ELV

🇺🇸 US · LargeSP500NYSE

Healthcare Medical - Healthcare Plans Website

Price: $410.95
Day: -0.80%
Mkt Cap: $89.12B
52W Range: $274.84 – $436.24
Volume: 2.07M
Beta: 0.70

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 4.1 / 5 (Bullish), from 3 of 3 components
Institutions Q2 2026: 1,672 institutions hold; 864 added, 552 reduced
Insiders Q3 2026: 3 purchases ($1.4M), no sales

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Elevance Health Inc.

ELV|Healthcare|Medical - Healthcare Plans

Current price: $411

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.0x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

0 sellers

vs 1.4 avg per quarter

Institutional net breadth · Q2 2026

+460

1,133 adding vs 673 reducing

Institutional ownership · Q2 2026

92.4%

1,672 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

19.0M

-3.4%

VANGUARD CAPITAL MANAGEMENT LLC

14.1M

-0.9%

STATE STREET CORP

10.4M

+2.5%

WELLINGTON MANAGEMENT GROUP LLP

9.2M

+13.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

6.2M

-1.1%

SANDERS CAPITAL, LLC

5.8M

-0.0%

ETF & Fund Activity, Q3 2026

How the covering funds split between buying, holding and selling

2 buying7 unchanged1 selling

10 funds held ELV in Q3 2026, holding 995.5K shares between them, up 1.7% on the quarter.

Largest fund holders

SPDR SERIES TRUST873.5K sh

NATIONWIDE MUTUAL FUNDS70.2K sh

FORUM FUNDS27.7K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Oct 18

Kendrick Charles Morgan JR

$3.2M

Sale · Apr 24

Kaye Mark

$1.9M

Purchase · Jul 18

BOUDREAUX GAIL

$1.5M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 21, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

ELV Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

4.1/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+43

Institutional Flow

50% weight

+66

Fund Flow

10% weight

+60

Overall Smart Money sentiment of 4.1/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 20, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for ELV

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Bullish Signal

Insider buying in Q3 2026

Significant: 3 purchases totaling $1.4M (3.7K shares)

Share volume is above the historical average

Buying is rare, only seen in 2 of 15 quarters

Net insider flow has improved over recent quarters

0.0x

Selling pace

quarter in progress, filings still arriving

0.00%

Stake sold

of active insiders' holdings

0 sellers

Seller breadth

vs 1.2 avg per quarter

$1.4M

Insider buying

2 buyers in Q3 2026

Notable Recent Transactions, ELV

Top 8 highest-value insider trades from the last 8 quarters

Kendrick Charles Morgan JR

EVP & President, Commercial

Sell

7,417 shares at $432.14

≈46.8% of their stake at the time

Oct 18, 2024$3.21M

Kaye Mark

CFO

Sell

4,588 shares at $424.82

≈19.5% of their stake at the time

Apr 24, 2025$1.95M

BOUDREAUX GAIL

CEO

Buy

5,116 shares at $287.12

≈3.4% of their stake after buying

Jul 18, 2025$1.47M

Kendrick Charles Morgan JR

EVP & President, Commercial

Sell

3,504 shares at $396.30

≈25.7% of their stake at the time

Mar 5, 2025$1.39M

Kendrick Charles Morgan JR

EVP & President, Commercial

Sell

3,196 shares at $284.92

≈21.3% of their stake at the time

Mar 6, 2026$910.60K

COLLIS STEVEN H

Director

Buy

3,000 shares at $289.84

≈82.4% of their stake after buying

Mar 5, 2026$869.52K

BOUDREAUX GAIL

CEO

Buy

2,045 shares at $368.25

≈1.2% of their stake after buying

Jul 17, 2026$753.07K

BOUDREAUX GAIL

CEO

Buy

2,334 shares at $286.07

≈1.6% of their stake after buying

Jul 18, 2025$667.69K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for ELV

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

92.4% institutional ownership

Moderate accumulation: 1133 adding vs 673 reducing

13F shares increased by 3.1%, a notable change

Momentum improving from prior quarter

+460

Net breadth

1,133 adding vs 673 reducing

Accumulating

1.68

Add / reduce ratio

in Q2 2026

+148

New − closed

269 initiated, 121 exited

4 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+1133 growing-673 shrinkingNet: +460

269

864

552

121

New (269)

Increased (864)

Reduced (552)

Closed (121)

Top Institutional Holders, ELV

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

19.0M

$7.3B

Ownership

8.72%

-3.4%

VANGUARD CAPITAL MANAGEMENT LLC

14.1M

$5.4B

Ownership

6.45%

-0.9%

STATE STREET CORP

10.4M

$4.0B

Ownership

4.79%

+2.5%

WELLINGTON MANAGEMENT GROUP LLP

9.2M

$3.6B

Ownership

4.23%

+13.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

6.2M

$2.4B

Ownership

2.85%

-1.1%

SANDERS CAPITAL, LLC

5.8M

$2.3B

Ownership

2.67%

-0.0%

GEODE CAPITAL MANAGEMENT, LLC

5.2M

$2.0B

Ownership

2.37%

+0.6%

HARRIS ASSOCIATES L P

4.9M

$1.9B

Ownership

2.26%

+3.8%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q3 2026: 10 ETFs and mutual funds reporting

2 buying1 sellingNet: +1

Buying (2)

Unchanged (7)

Selling (1)

In total, funds bought 16.7K shares and sold 150 this quarter. Each fund counts once in the bar above, whatever the size of its move.

Very Bullish

Funds accumulating in Q3 2026

10 ETFs and mutual funds reporting

2 funds buying vs 1 selling

Top Fund Holders, ELV

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

873.5K

Weight

4.32%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

70.2K

Weight

0.01%

Jul 31, 2026Increased

FORUM FUNDS

27.7K

Weight

—

Jul 31, 2026No change

GLENMEDE FUND INC

13.0K

Weight

0.79%

Jul 31, 2026Increased

FPA FUNDS TRUST

4.5K

Weight

0.71%

Jul 31, 2026No change

RYDEX SERIES FUNDS

4.3K

Weight

0.15%

Jun 30, 2026Decreased

GOLDMAN SACHS VARIABLE INSURANCE TRUST

3.7K

Weight

0.01%

Jun 30, 2026Increased

MADISON FUNDS

3.6K

Weight

0.07%

Jul 31, 2026Decreased

Elevance Health Inc.· ELV

Holdings Analysis

Insider Trading Activity

1.3Transaction History100Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings167Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History100Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings167Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights