§ HEALTH CARE
USD · Health Care

ELV

ELEVANCE HEALTH INC
· USDSector · Health CareMarket cap · $66374.82TBeta · 0.49
LAST · MARKET CLOSE
396.28
−2.17 ▼ 0.54%PREV CLOSE · $398.45
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 394.39HIGH 399.59LOW 393.81VOL 0AVG VOL 52W 273.71 — 458.75
EVENTSJUL 17 · PRG BUY
§ 02 · AC TAKE
Where we stand
HOLDAWAITING UPDATE

ELV reference view — institutional positioning, fundamentals and flow.

AC intelligence is being prepared for this ticker. Review the signal stack, ownership mix and insider tape below for the data behind our read.

CONVICTION
50/100
TIME HORIZON
6M
Read the full note →

§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY

13F FLOW
624 increased/new, 653 decreased/exited (13F)
AC 13F Analysis
INSIDER
+$910K
4 txns · 90d
SHORT INT
FINRA · bi-monthly
OPTIONS SKEW
CBOE · 30d
ANALYST
Street consensus
CROWDING
Ownership percentile

§ 04 · FUNDAMENTALS · THE BOOKS

P/E11.7P/S
EV/EBITDAP/B1.78
Revenue (TTM)Rev YoY
Gross marginOp margin
Net incomeFCF
CashDebt
Dividend2.40%Buybacks 1Y
AC INTELLIGENCE

Fundamentals snapshot for ELV. Valuation multiples, margins, and balance-sheet position across two key/value columns. AC commentary expands as the narrative for this ticker is published.

§ 05 · WHO OWNS IT
Top institutional holders
All holders →
FundShares% portΔ Q/Q
VANGUARD CAPITAL MANAGEMENT LLC14.3M0.1%
VANGUARD CAPITAL MANAGEMENT LLC14.3M0.1%
State Street10.3M0.1%−1%
WELLINGTON MANAGEMENT GROUP LLP7.6M0.4%−1%
BlackRock, Inc.6.8M0.0%−3%
VANGUARD PORTFOLIO MANAGEMENT LLC6.4M0.1%
AC INTELLIGENCE

Top institutional owners for ELV as of the most recent 13F window (Mar 2026). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.

§ 06 · WHO OWNS IT · BY STRATEGY

OTHER1.2% · 0 holders
OTHER40.0% · 1,223 holders
PASSIVE / INDEX16.0% · 15 holders
DEALER / BANK14.0% · 97 holders
QUALITY / COMPOUNDER12.2% · 44 holders
DEEP VALUE10.0% · 10 holders
INCOME / DEFENSIVE3.5% · 52 holders
TACTICAL / MACRO1.4% · 4 holders
SYSTEMATIC / QUANT1.1% · 16 holders
GROWTH / MOMENTUM0.5% · 2 holders
ACTIVIST0.2% · 1 holder
AC INTELLIGENCE

Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.

§ 07 · INSIDER ACTIVITY · LAST 180 DAYS

DateInsiderRoleActionShares$ value
JUL 17PERU RAMIRO GBUY1K+$366K
JUL 17BOUDREAUX GAILBUY2K+$753K
JUN 15Penczek Ronald WSELL369−$149K
JUN 12Dixon Robert L JRSELL151−$61K
MAY 20Penczek Ronald WSELL2K−$617K
MAR 23SCHULMAN AMY WSELL26−$7K
AC INTELLIGENCE

4 insider buys, 5 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.

§ 08 · COVERAGE · OUR RECENT NOTES