Stock profile

ELEVANCE HEALTH INC (ELV)

ELV · Latest close $386.58 as of Oct 2, 2026 · 13F data as of Jun 30, 2026 (2026 Q2)
Latest close
$386.58
As of Oct 2, 2026
Tracked funds holding
12 of 83
2026 Q2 13F filings
Opened / added
1 / 5
vs previous quarter
Trimmed / exited
6
vs previous quarter

Super-investor holdings · 2026 Q2

FundPortfolio weightSharesChange vs prev. quarter
Baupost Group9.11%1,275,154HELD
Brave Warrior Advisors8.23%976,885TRIMMED (-13.0%)
Ruane Cunniff LP5.89%979,598TRIMMED (-29.4%)
Sound Shore2.90%243,452NEW
First Eagle Investment Management2.67%4,188,196ADDED (+1.4%)
Oakmark Funds2.53%4,924,511ADDED (+2.7%)
Century Management2.25%27,514TRIMMED (-2.1%)
Vulcan Value Partners1.83%155,873TRIMMED (-47.5%)
Yacktman Asset Management1.63%339,985ADDED (+1.7%)
Pzena Investment Management0.25%224,575ADDED (+2.0%)
Tweedy Browne0.19%6,417ADDED (+33.8%)
Dodge & Cox Funds0.00%1,300HELD

Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end.

Exited this quarter: Oakmark Funds, Leon Cooperman.

All institutions · Form 13F

Institutions holding1,614 of 8,857 filers
Long-only filers among them1,605
Change vs 2026 Q1+162 net · 1,339 entered · 1,177 exited
Shares reported, all filers197,548,936
Reported value, all filers$72.6B

Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).

Insider trading · Form 4

2 insiders bought on the open market in the last 90 days (3 purchases, $1.4M), against 0 sales by 0 insiders ($0). Latest buy: Jul 17, 2026.

CEO/CFO bought

Source: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.

Politician trading · U.S. House

Data unavailable — no House STOCK Act transactions for this ticker were parsed in the current window (as of Oct 3, 2026).

Screens & lenses

Insiders

· CEO & CFO Buying — Last 90 days: top executives (CEO/CFO) bought on the open market

· Insider Net Buying — Last 90 days: more insider buy transactions than sell transactions

· Opportunistic Buys (Non-Routine) — Last 90 days: 2 or more insiders with no routine buying pattern bought on the open market

Financial Screens

· Growth — Revenue up every year for 5 straight years

· Graham — Sound finances and a long run of profits

· Dividend Growth — Dividends raised for more than 10 years

· Earnings Quality (Cash Conversion) — Profits that actually come back as cash

· Shareholder Yield — Cash returned through dividends and buybacks

· Earnings Stability — Small earnings swings and almost no loss years

Chart Signals

· Monthly Uptrend — Price above its 12-month moving average

Key figures

· Growth — Latest revenue: $199.1B · 5-yr revenue CAGR: 10.3% · Straight growth years: 15

· Graham — Current ratio: 1.54 · Straight profitable years: 19 · Debt ratio: 1.77 · Latest net income: $5.7B

· Dividend Growth — Dividend per share: 5.92 · Dividend yield: 1.5% · Straight dividend years: 13 · 10-yr dividend growth: 238.3%

· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 1.03 · Operating cash flow: $4.3B · Net income: $5.7B

· Shareholder Yield — Shareholder yield: 4.8% · of which dividends: 1.8% · of which buybacks: 3.0%

· Earnings Stability — Earnings variation (CV): 0.24 · Loss years (of 10): 0 · Latest net income: $5.7B

· CEO & CFO Buying — Buy txns: 3 · Buy value: $1.4M · Insiders buying: 2 · Latest buy: Jul 17, 2026

· Insider Net Buying — Buy txns: 3 · Sell txns: 0 · Buy value: $1.4M · Latest buy: Jul 17, 2026

· Opportunistic Buys (Non-Routine) — Opportunistic buyers: 2 · Buy txns: 3 · Buy value: $1.4M · Latest buy: Jul 17, 2026

Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.

Signal record

· Super-investor 13F BEST — appeared in 18 of the last 20 quarterly lists; latest 2026 Q2, ranked #27 of 50.

· Insider BEST — appeared in 1 of the last 20 quarterly lists; latest 2025 Q3, ranked #43 of 50.

· Politician BEST — appeared in 4 of the last 20 quarterly lists; latest 2025 Q3, ranked #38 of 50.

13F signal (2021 Q3 – 2026 Q1)EventsWin rateAvg returnSPYExcess
Heavy accumulation — 3+ tracked funds increased together1450.0%-0.1%+2.4%-2.5%
Share count tripled (3x)10.0%-2.4%-6.9%+4.4%
Heavy exit — 3+ tracked funds sold out together1100.0%+11.8%+12.1%-0.3%

Measured from SEC 13F filings: entry at the close on the first trading day after each quarter’s filing deadline, exit one quarter later on the same rule, dividend-adjusted closes. Past records do not guarantee future results — see Track Record and Methodology.

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