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 Q2 2026, a total of 18 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $5.46 B.
Top institutional holders include First Eagle Investment and HOTCHKIS & WILEY.
Notably, Seth Klarman has expressed high conviction in this stock, allocating 9.11% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $207.36 M net outflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who dramatically increased their stake. Conversely, Ruane Cunniff reduced exposure by 29.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Elevance Health, Inc. (ELV)
Major holders include First Eagle Investment ($1.62 B), HOTCHKIS & WILEY ($779.73 M), Jeremy Grantham ($654.22 M). According to the latest reported data, 18 tracked investment managers collectively hold approximately 13.03 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $207.36 M, with 9 managers increasing positions and 11 managers reducing holdings.
During the most recent reporting period, 8 managers trimmed their positions, while 3 fully exited ELV. The total reported sell value was $511.37 M.
Yes, 2 managers opened new positions in ELV, and 7 increased their existing holdings. The total reported buy value was $304.01 M.