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Elevance Health, Inc.

ELV Healthcare
$404.07 +$4.89 (1.23%)
Market Cap: $87.75 B
Gurus Holding
19
Popularity Rank
#40
% of Shares Held
6.28%
Net Activity (Q1 2026)
-$228.86 M

Guru Ownership Trend

Guru Analysis for Elevance Health, Inc. (ELV)

Elevance Health, Inc. (ELV), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q1 2026, a total of 19 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $5.51 B.

Top institutional holders include First Eagle Investment and HOTCHKIS & WILEY.

Notably, Glenn Greenberg has expressed high conviction in this stock, allocating 8.13% of their equity portfolio to it.

Institutional sentiment is currently Bearish. This is evidenced by a $228.86 M net outflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, Joel Greenblatt reduced exposure by 64.7%.

Key Holders

Top 5 by Value

$641.58 M
$564.33 M
$406.33 M
$373.3 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$157.3 M
Total Buy Value
New Buys 3
Additions 9
-$386.16 M
Total Sell Value
Reductions 7
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
8
Net Buyers
12

FAQs for Elevance Health, Inc. (ELV)

Major holders include First Eagle Investment ($1.21 B), HOTCHKIS & WILEY ($641.58 M), Jeremy Grantham ($564.33 M). According to the latest reported data, 19 tracked investment managers collectively hold approximately 13.65 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $228.86 M, with 12 managers increasing positions and 8 managers reducing holdings.

During the most recent reporting period, 7 managers trimmed their positions, while 1 fully exited ELV. The total reported sell value was $386.16 M.

Yes, 3 managers opened new positions in ELV, and 9 increased their existing holdings. The total reported buy value was $157.3 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.60% Add 2.7% 4,132,291 $1.21 B Q1 2026
1.98% Add 6.9% 2,191,563 $641.58 M Q1 2026
1.44% Reduce -23.4% 1,938,276 $564.33 M Q1 2026
6.74% Reduce -2.4% 1,387,968 $406.33 M Q1 2026
7.30% Add 0.5% 1,275,154 $373.3 M Q1 2026
8.13% Reduce -10.3% 1,122,308 $328.56 M Q1 2026
1.96% Add 29.0% 475,201 $139.12 M Q1 2026
0.04% Reduce -48.8% 318,016 $92.56 M Q1 2026
2.19% Reduce -33.2% 227,900 $66.72 M Q1 2026
0.21% Add 1.8% 220,176 $64.46 M Q1 2026
0.29% Add 85.8% 145,647 $42.64 M Q1 2026
0.02% New Buy 59,341 $17.37 M Q1 2026
0.04% Reduce -64.7% 39,814 $11.66 M Q1 2026
1.53% Reduce -0.5% 36,367 $10.65 M Q1 2026
1.89% Add 4.1% 28,114 $8.23 M Q1 2026
0.01% New Buy 25,499 $7.46 M Q1 2026
0.01% New Buy 15,573 $4.56 M Q1 2026
0.11% Add 53.3% 4,796 $1.4 M Q1 2026
0.00% Add 43.1% 1,846 $540,562 Q1 2026
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Value
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SEC Form