ELVNYSEHospital & Medical Service PlansFiscal year ends December 31
Elevance Health, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Oct 21, 2026
$430.23+1.97 (+0.46%)
Close on Oct 19, 2026
- Market cap
- $93.75B
- P/E (TTM)
- 19.1
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
94.0%
204M of 217M shares
Institutional holders
1,604
263 new, 104 sold out
Net institutional buying
9M
In Q2 2026
Insider trades, 12 months
4 buys · 5 sales
Net bought $493.10K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 17,694,658 | 7.80% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Capital Management | 16,601,224 | 7.13% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ELV | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 18,991,090 | 8.76% | $7.34B | −896,021 | 0.11% |
| Vanguard Capital Management LLC | 14,058,204 | 6.48% | $5.44B | −287,255 | 0.12% |
| State Street Corp | 10,426,610 | 4.81% | $4.03B | +137,914 | 0.12% |
| Wellington Management Group Llp | 9,213,513 | 4.25% | $3.56B | +984,976 | 0.61% |
| First Eagle Investment Management, LLC | 8,376,392 | 3.86% | $3.24B | +4,244,101 | 2.68% |
| Vanguard Portfolio Management LLC | 6,214,356 | 2.87% | $2.40B | −141,721 | 0.11% |
| Sanders Capital, LLC | 5,825,024 | 2.69% | $2.25B | −69,279 | 2.26% |
| Geode Capital Management, LLC | 5,166,124 | 2.38% | $1.99B | −26,583 | 0.11% |
| Harris Associates L P | 4,924,511 | 2.27% | $1.90B | +127,985 | 2.53% |
| Artisan Partners Limited Partnership | 4,581,222 | 2.11% | $1.77B | −545,953 | 2.81% |
| Invesco Ltd. | 4,234,231 | 1.95% | $1.64B | −583,179 | 0.13% |
| Price T Rowe Associates Inc /Md/ | 4,014,991 | 1.85% | $1.55M | −731,594 | 0.16% |
| Norges Bank | 3,958,856 | 1.83% | $1.53B | New | 0.15% |
| Bank of New York Mellon Corp | 3,222,787 | 1.49% | $1.25B | +377,507 | 0.20% |
| FMR LLC | 3,131,652 | 1.44% | $1.21B | +1,155,933 | 0.05% |
| Morgan Stanley | 2,605,764 | 1.20% | $1.01B | −23,340 | 0.05% |
| Northern Trust Corp | 2,114,986 | 0.98% | $817.93M | −43,039 | 0.10% |
| Citigroup Inc | 2,096,863 | 0.97% | $810.92M | +1,858,013 | 0.27% |
| UBS Asset Management Americas Inc | 2,065,537 | 0.95% | $798.81M | −453,078 | 0.15% |
| Hotchkis & Wiley Capital Management LLC | 2,016,200 | 0.93% | $779.73M | −175,363 | 2.27% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,604 | 204M | 94.0% | 263 / 594 | 545 / 104 | 26M | 16M |
| Q1 2026 | 1,470 | 195M | 89.9% | 146 / 483 | 647 / 210 | 36M | 20M |
| Q4 2025 | 1,554 | 203M | 93.5% | 222 / 501 | 614 / 152 | 20M | 14M |
| Q3 2025 | 1,511 | 198M | 91.2% | 166 / 534 | 607 / 226 | 19M | 26M |
| Q2 2025 | 1,593 | 206M | 94.9% | 144 / 600 | 604 / 188 | 15M | 13M |
| Q1 2025 | 1,663 | 205M | 94.5% | 219 / 652 | 540 / 135 | 16M | 16M |
| Q4 2024 | 1,604 | 208M | 96.0% | 222 / 473 | 735 / 285 | 24M | 25M |
| Q3 2024 | 1,699 | 210M | 96.7% | 137 / 680 | 603 / 129 | 31M | 12M |
| Q2 2024 | 1,709 | 211M | 97.2% | 148 / 713 | 551 / 87 | 9M | 13M |
| Q1 2024 | 1,669 | 216M | 99.6% | 159 / 670 | 548 / 123 | 13M | 10M |
| Q4 2023 | 1,657 | 213M | 98.4% | 242 / 598 | 591 / 86 | 15M | 10M |
| Q3 2023 | 1,526 | 208M | 95.9% | 117 / 576 | 572 / 98 | 10M | 12M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ELV | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 6,607,886 | 3.05% | $2.56B | 0.11% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 5,390,387 | 2.49% | $2.08B | 0.12% | Jun 30, 2026 |
| Vanguard Windsor Ii Fund | 3,038,771 | 1.40% | $1.14B | 1.71% | Jul 31, 2026 |
| iShares Core S&P 500 ETF | 2,986,829 | 1.38% | $1.16B | 0.13% | Jun 30, 2026 |
| First Eagle Global Fund | 2,844,869 | 1.31% | $1.07B | 1.41% | Jul 31, 2026 |
| Fidelity 500 Index Fund | 2,824,366 | 1.30% | $1.11B | 0.13% | May 31, 2026 |
| Vanguard Equity Income Fund | 2,046,234 | 0.94% | $791.34M | 1.21% | Jun 30, 2026 |
| Vanguard Value Index Fund | 2,023,286 | 0.93% | $782.47M | 0.31% | Jun 30, 2026 |
| Vanguard Health Care Fund | 1,858,361 | 0.86% | $698.45M | 1.83% | Jul 31, 2026 |
| Oakmark Fund | 1,705,000 | 0.79% | $659.37M | 2.74% | Jun 30, 2026 |
| State Street(R) Health Care Select Sector SPDR(R) ETF | 1,534,224 | 0.71% | $593.33M | 1.46% | Jun 30, 2026 |
| MFS Value Fund | 1,395,797 | 0.64% | $548.81M | 1.07% | May 31, 2026 |
| Vanguard Dividend Growth Fund | 1,261,543 | 0.58% | $474.14M | 1.34% | Jul 31, 2026 |
| Vanguard Dividend Appreciation Index Fund | 1,201,951 | 0.55% | $451.74M | 0.35% | Jul 31, 2026 |
| Vanguard Institutional Index Fund | 1,129,281 | 0.52% | $436.73M | 0.12% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Gail Boudreaux | President and CEO, Director | 172,036 | 0.08% | Jul 17, 2026 |
| Erin M. Wessling | EVP & Chief Legal Officer | 7,230 | 0.00% | Sep 4, 2026 |
| Ryan R. Craig | EVP & Chief HR Officer | 6,530 | 0.00% | Sep 4, 2026 |
| Ronald W. Penczek | CAO & Controller | 3,740 | 0.00% | Jun 15, 2026 |
| Charles Morgan Kendrick JR | EVP & President, Commercial | 11,791 | 0.01% | Mar 9, 2026 |
| Peter D. Haytaian | EVP & Pres Carelon & CarelonRx | 27,222 | 0.01% | Mar 4, 2026 |
| Ratnakar Lavu | EVP & Chief Digital Info Ofr | 16,149 | 0.01% | Mar 4, 2026 |
| Felicia F. Norwood | EVP &Chief Health Benefits Ofr | 38,838 | 0.02% | Mar 4, 2026 |
| Mark Kaye | EVP & CFO | 32,037 | 0.01% | Mar 4, 2026 |
| Blair Williams Todt | EVP, CLO & CAO | 15,631 | 0.01% | Jan 7, 2025 |
| Ramiro G. Peru | Director | 10,908 | 0.01% | Jul 17, 2026 |
| Robert L. Dixon JR | Director | 10,734 | 0.00% | Jun 12, 2026 |
| Amy W. Schulman | Director | 781 | 0.00% | May 15, 2026 |
| Antonio F. Neri | Director | 5,488 | 0.00% | May 15, 2026 |
| Ryan M. Schneider | Director | 7,163 | 0.00% | May 15, 2026 |
| Lewis Hay Iii | Director | 12,070 | 0.01% | May 15, 2026 |
| Steven H. Collis | Director | 4,202 | 0.00% | May 15, 2026 |
| Deanna D. Strable-Soethout | Director | 2,209 | 0.00% | May 15, 2026 |
| Susan D. DeVore | Director | 4,065 | 0.00% | May 15, 2026 |
| Bahija Jallal | Director | 5,351 | 0.00% | May 15, 2026 |
| R. Kerry Clark | Director | 9,640 | 0.00% | May 16, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Erin M. Wessling EVP & Chief Legal Officer | Sep 3, 2026 | Tax withholding | −255 | $414.78 | $105.77K | 7,230 |
| Erin M. Wessling EVP & Chief Legal Officer | Sep 2, 2026 | Tax withholding | −94 | $405.84 | $38.15K | 7,485 |
| Ryan R. Craig EVP & Chief HR Officer | Sep 2, 2026 | Tax withholding | −144 | $405.84 | $58.44K | 6,530 |
| Ramiro G. Peru Director | Jul 17, 2026 | Buy | +1,000 | $366.05 | $366.05K | 10,908 |
| Gail Boudreaux President and CEO, Director | Jul 17, 2026 | Buy | +2,045 | $368.25 | $753.07K | 171,976 |
| Gail Boudreaux President and CEO, Director | Jul 17, 2026 | Buy | +680 | $366.41 | $249.16K | 169,931 |
| Ronald W. Penczek CAO & Controller | Jun 12, 2026 | Sale | −369 | $403.16 | $148.77K | 3,740 |
| Robert L. Dixon JR Director | Jun 11, 2026 | Sale | −151 | $401.77 | $60.67K | 10,734 |
| Ronald W. Penczek CAO & Controller | May 19, 2026 | Option exercise | +654 | $271.27 | $177.41K | 4,763 |
| Ronald W. Penczek CAO & Controller | May 19, 2026 | Sale | −1,531 | $403.13 | $617.19K | 4,109 |
| Ronald W. Penczek CAO & Controller | May 19, 2026 | Option exercise | +877 | $311.48 | $273.17K | 5,640 |
| Ramiro G. Peru Director | May 13, 2026 | Award | +563 | – | – | 9,908 |
| Ryan M. Schneider Director | May 13, 2026 | Award | +563 | – | – | 7,163 |
| Susan D. DeVore Director | May 13, 2026 | Award | +563 | – | – | 4,065 |
| Antonio F. Neri Director | May 13, 2026 | Award | +563 | – | – | 5,488 |
| Lewis Hay Iii Director | May 13, 2026 | Award | +563 | – | – | 12,070 |
| Robert L. Dixon JR Director | May 13, 2026 | Award | +563 | – | – | 10,885 |
| Deanna D. Strable-Soethout Director | May 13, 2026 | Award | +563 | – | – | 2,209 |
| Bahija Jallal Director | May 13, 2026 | Award | +563 | – | – | 5,351 |
| Amy W. Schulman Director | May 13, 2026 | Award | +563 | – | – | 781 |
| Steven H. Collis Director | May 13, 2026 | Award | +563 | – | – | 4,202 |
| Amy W. Schulman Director | Mar 12, 2026 | Sale | −26 | $287.50 | $7.48K | 218 |
| Charles Morgan Kendrick JR EVP & President, Commercial | Mar 6, 2026 | Sale | −3,196 | $284.92 | $910.60K | 11,791 |
| Steven H. Collis Director | Mar 5, 2026 | Buy | +3,000 | $289.84 | $869.52K | 3,639 |
| Charles Morgan Kendrick JR EVP & President, Commercial | Mar 3, 2026 | Tax withholding | −467 | $284.03 | $132.64K | 14,987 |
| Gail Boudreaux President and CEO, Director | Mar 3, 2026 | Tax withholding | −1,736 | $284.03 | $493.08K | 169,251 |
| Ryan R. Craig EVP & Chief HR Officer | Mar 3, 2026 | Tax withholding | −309 | $284.03 | $87.77K | 6,674 |
| Ratnakar Lavu EVP & Chief Digital Info Ofr | Mar 3, 2026 | Tax withholding | −222 | $284.03 | $63.05K | 16,149 |
| Peter D. Haytaian EVP & Pres Carelon & CarelonRx | Mar 3, 2026 | Tax withholding | −446 | $284.03 | $126.68K | 27,222 |
| Erin M. Wessling EVP & Chief Legal Officer | Mar 3, 2026 | Tax withholding | −417 | $284.03 | $118.44K | 7,579 |
| Felicia F. Norwood EVP &Chief Health Benefits Ofr | Mar 3, 2026 | Tax withholding | −496 | $284.03 | $140.88K | 38,838 |
| Ronald W. Penczek CAO & Controller | Mar 3, 2026 | Tax withholding | −37 | $284.03 | $10.51K | 4,099 |
| Mark Kaye EVP & CFO | Mar 3, 2026 | Tax withholding | −353 | $284.03 | $100.26K | 32,037 |
| Charles Morgan Kendrick JR EVP & President, Commercial | Mar 2, 2026 | Award | +2,532 | – | – | 15,454 |
| Charles Morgan Kendrick JR EVP & President, Commercial | Mar 2, 2026 | Award | +4,017 | – | – | 12,922 |
| Charles Morgan Kendrick JR EVP & President, Commercial | Mar 2, 2026 | Tax withholding | −1,211 | $294.07 | $356.12K | 8,905 |
| Gail Boudreaux President and CEO, Director | Mar 2, 2026 | Award | +10,527 | – | – | 170,987 |
| Gail Boudreaux President and CEO, Director | Mar 2, 2026 | Award | +16,153 | – | – | 160,460 |
| Gail Boudreaux President and CEO, Director | Mar 2, 2026 | Tax withholding | −6,713 | $294.07 | $1.97M | 144,307 |
| Ryan R. Craig EVP & Chief HR Officer | Mar 2, 2026 | Tax withholding | −25 | $294.07 | $7.35K | 4,007 |
| Ryan R. Craig EVP & Chief HR Officer | Mar 2, 2026 | Award | +2,976 | – | – | 6,983 |
| Ratnakar Lavu EVP & Chief Digital Info Ofr | Mar 2, 2026 | Award | +6,802 | – | – | 16,371 |
| Ratnakar Lavu EVP & Chief Digital Info Ofr | Mar 2, 2026 | Tax withholding | −315 | $294.07 | $92.63K | 4,468 |
| Ratnakar Lavu EVP & Chief Digital Info Ofr | Mar 2, 2026 | Award | +5,101 | – | – | 9,569 |
| Peter D. Haytaian EVP & Pres Carelon & CarelonRx | Mar 2, 2026 | Tax withholding | −1,201 | $294.07 | $353.18K | 24,803 |
| Peter D. Haytaian EVP & Pres Carelon & CarelonRx | Mar 2, 2026 | Award | +2,865 | – | – | 27,668 |
| Erin M. Wessling EVP & Chief Legal Officer | Mar 2, 2026 | Award | +2,976 | – | – | 7,996 |
| Felicia F. Norwood EVP &Chief Health Benefits Ofr | Mar 2, 2026 | Tax withholding | −1,421 | $294.07 | $417.87K | 30,518 |
| Felicia F. Norwood EVP &Chief Health Benefits Ofr | Mar 2, 2026 | Award | +5,951 | – | – | 36,469 |
| Felicia F. Norwood EVP &Chief Health Benefits Ofr | Mar 2, 2026 | Award | +2,865 | – | – | 39,334 |
| Ronald W. Penczek CAO & Controller | Mar 2, 2026 | Award | +266 | – | – | 4,136 |
| Ronald W. Penczek CAO & Controller | Mar 2, 2026 | Award | +1,701 | – | – | 3,870 |
| Ronald W. Penczek CAO & Controller | Mar 2, 2026 | Award | +426 | – | – | 2,169 |
| Ronald W. Penczek CAO & Controller | Mar 2, 2026 | Tax withholding | −131 | $294.07 | $38.52K | 1,743 |
| Mark Kaye EVP & CFO | Mar 2, 2026 | Award | +6,377 | – | – | 22,188 |
| Mark Kaye EVP & CFO | Mar 2, 2026 | Award | +10,202 | – | – | 32,390 |
| Mark Kaye EVP & CFO | Mar 2, 2026 | Tax withholding | −271 | $294.07 | $79.69K | 15,811 |
| Ryan R. Craig EVP & Chief HR Officer | Feb 2, 2026 | Tax withholding | −279 | $341.83 | $95.37K | 4,032 |
| Amy W. Schulman Director | Feb 2, 2026 | Award | +218 | – | – | 218 |
| Mark Kaye EVP & CFO | Oct 2, 2025 | Tax withholding | −2,895 | $340.24 | $984.99K | 16,082 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| R. Kerry Clark Director | Jul 7, 2026 | 1,500 | $629.87K | Jul 7, 2026 | Stock Award |
| William Penczek Ronald Officer | Jun 12, 2026 | 369 | $148.77K | Jun 12, 2026 | Restricted Stock |
| Robert L. Dixon JR Director | Jun 11, 2026 | 151 | $60.67K | Jun 11, 2026 | BOD COMPENSATION |
| William Penczek Ronald Officer | May 19, 2026 | 1,531 | $617.19K | May 19, 2026 | Stock Option Exercise |
| Morgan Kendrick Charles Officer | Mar 6, 2026 | 3,196 | $910.59K | Mar 6, 2026 | Restricted Stock |
| Mark Kaye Officer | Apr 24, 2025 | 4,588 | $1.95M | Apr 24, 2025 | RESTRICTED STOCK |
| Ronald W. Penczek Officer | Mar 10, 2025 | 443 | $183.90K | Mar 10, 2025 | RESTRICTED STOCK |
| Charles Morgan Kendrick JR Officer | Mar 5, 2025 | 3,504 | $1.39M | Mar 5, 2025 | RESTRICTED STOCK |
| Charles Morgan Kendrick JR Director | Oct 18, 2024 | 7,417 | $3.21M | Oct 18, 2024 | Stock Award |
| G. Peru Ramiro Director | Aug 5, 2024 | 753 | $400.23K | Aug 5, 2024 | Restricted Stock |
| A. Koziara Boudreaux Gail Officer, Director | Jul 22, 2024 | 34,000 | $17.03M | Jul 22, 2024 | Performance Shares |
| Dixon Robert Director | Jul 19, 2024 | 305 | $154.56K | Jul 19, 2024 | Performance Stock Units |
| Felicia F. Norwood Officer | Apr 23, 2024 | 20,310 | $10.84M | Apr 23, 2024 | STOCK OPTION EXERCISE |
| Charles Morgan Kendrick JR Officer | Mar 8, 2024 | 2,432 | $1.22M | Mar 8, 2024 | RESTRICTED STOCK |
| Ronald W. Penczek Officer | Mar 6, 2024 | 916 | $462.20K | Mar 6, 2024 | RESTRICTED STOCK |