HOTCHKIS & WILEY's ELV Position Overview
HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 2.05 M shares of Elevance Health, Inc. (ELV) worth $660.94 M, representing 2.04% of the portfolio. First purchased in 2014-Q4, this long-term strategic position has been held for 44 quarters.
Based on 13F filings since 2013, HOTCHKIS & WILEY has maintained a long-term strategic position in ELV, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2016, adding 1.24 M shares. Largest reduction occurred in Q2 2017, reducing 1.17 M shares.
Analysis based on 13F filings available since 2013 Q2
HOTCHKIS & WILEY's Elevance Health (ELV) Holding Value Over Time
Track share changes against reported price movement
Quarterly Elevance Health (ELV) Trades by HOTCHKIS & WILEY
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2014 | +2.71 M | New Buy | 2.71 M | $125.67 |
| Q1 2015 | -418,979 | Reduce 15.48% | 2.29 M | $154.41 |
| Q2 2015 | -831,182 | Reduce 36.34% | 1.46 M | $164.14 |
| Q3 2015 | +869,193 | Add 59.69% | 2.33 M | $140.00 |
| Q4 2015 | +58,018 | Add 2.50% | 2.38 M | $139.44 |
| Q1 2016 | -94,128 | Reduce 3.95% | 2.29 M | $138.99 |
| Q2 2016 | +176,293 | Add 7.70% | 2.47 M | $131.34 |
| Q3 2016 | +1.24 M | Add 50.36% | 3.71 M | $125.31 |
| Q4 2016 | -71,746 | Reduce 1.94% | 3.64 M | $143.77 |
| Q1 2017 | -85,597 | Reduce 2.35% | 3.55 M | $165.38 |
| Q2 2017 | -1.17 M | Reduce 32.93% | 2.38 M | $188.13 |
| Q3 2017 | +12,975 | Add 0.54% | 2.39 M | $189.88 |
| Q4 2017 | -927,092 | Reduce 38.73% | 1.47 M | $225.01 |
| Q1 2018 | -134,917 | Reduce 9.20% | 1.33 M | $219.70 |
| Q2 2018 | -26,925 | Reduce 2.02% | 1.3 M | $238.03 |
| Q3 2018 | -108,584 | Reduce 8.32% | 1.2 M | $274.05 |
| Q4 2018 | -612,522 | Reduce 51.20% | 583,770 | $262.63 |
| Q1 2019 | -18,469 | Reduce 3.16% | 565,301 | $286.98 |
| Q2 2019 | +292,610 | Add 51.76% | 857,911 | $282.21 |
| Q3 2019 | +309,390 | Add 36.06% | 1.17 M | $240.10 |
| Q4 2019 | +96,973 | Add 8.31% | 1.26 M | $302.03 |
| Q1 2020 | +396,620 | Add 31.37% | 1.66 M | $227.04 |
| Q2 2020 | +5,890 | Add 0.35% | 1.67 M | $262.98 |
| Q3 2020 | +388,905 | Add 23.33% | 2.06 M | $268.59 |
| Q4 2020 | +252,647 | Add 12.29% | 2.31 M | $321.09 |
| Q1 2021 | +300,302 | Add 13.01% | 2.61 M | $358.95 |
| Q2 2021 | -156,294 | Reduce 5.99% | 2.45 M | $381.80 |
| Q3 2021 | -68,916 | Reduce 2.81% | 2.38 M | $372.80 |
| Q4 2021 | -286,740 | Reduce 12.03% | 2.1 M | $463.54 |
| Q1 2022 | -376,181 | Reduce 17.94% | 1.72 M | $491.22 |
| Q2 2022 | -478,177 | Reduce 27.79% | 1.24 M | $482.58 |
| Q3 2022 | -164,088 | Reduce 13.21% | 1.08 M | $454.24 |
| Q4 2022 | -279,687 | Reduce 25.94% | 798,555 | $512.97 |
| Q1 2023 | +492,237 | Add 61.64% | 1.29 M | $459.81 |
| Q2 2023 | +298,562 | Add 23.13% | 1.59 M | $444.29 |
| Q3 2023 | +133,453 | Add 8.40% | 1.72 M | $435.42 |
| Q4 2023 | -108,477 | Reduce 6.30% | 1.61 M | $471.56 |
| Q1 2024 | -113,791 | Reduce 7.05% | 1.5 M | $518.54 |
| Q2 2024 | -186,960 | Reduce 12.46% | 1.31 M | $541.86 |
| Q3 2024 | -70,578 | Reduce 5.37% | 1.24 M | $520.00 |
| Q4 2024 | +532,611 | Add 42.85% | 1.78 M | $368.90 |
| Q1 2025 | +1,972 | Add 0.11% | 1.78 M | $434.96 |
| Q2 2025 | -359,142 | Reduce 20.20% | 1.42 M | $388.96 |
| Q3 2025 | +627,038 | Add 44.21% | 2.05 M | $323.12 |
HOTCHKIS & WILEY's Elevance Health Investment FAQs
HOTCHKIS & WILEY first purchased Elevance Health, Inc. (ELV) in Q4 2014, acquiring 2,706,336 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY has held Elevance Health, Inc. (ELV) for 44 quarters since Q4 2014.
HOTCHKIS & WILEY's largest addition to Elevance Health, Inc. (ELV) was in Q4 2014, adding 2,706,336 shares worth $340.1 M.
According to the latest 13F filing for Q3 2025, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 2,045,480 shares of Elevance Health, Inc. (ELV), valued at approximately $660.94 M.
As of the Q3 2025 filing, Elevance Health, Inc. (ELV) represents approximately 2.04% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings.
HOTCHKIS & WILEY's peak holding in Elevance Health, Inc. (ELV) was 3,707,313 shares, as reported at the end of Q3 2016.