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Elevance Health, Inc.

ELV Healthcare
$418.72 +$2.18 (0.52%)
Market Cap: $90.81 B
Gurus Holding
18
Popularity Rank
#65
% of Shares Held
6.01%
Net Activity (Q2 2026)
-$207.36 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 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

$779.73 M
$654.22 M
$493.14 M
$378.84 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$304.01 M
Total Buy Value
New Buys 2
Additions 7
-$511.37 M
Total Sell Value
Reductions 8
Sold Out 3

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
11
Net Buyers
9

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.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.70% Add 1.4% 4,188,196 $1.62 B Q2 2026
2.27% Reduce -8.0% 2,016,200 $779.73 M Q2 2026
1.47% Reduce -12.7% 1,691,671 $654.22 M Q2 2026
9.11% 1,275,154 $493.14 M Q2 2026
5.89% Reduce -29.4% 979,598 $378.84 M Q2 2026
8.23% Reduce -13.0% 976,885 $377.79 M Q2 2026
0.06% Add 34.0% 426,160 $164.41 M Q2 2026
1.83% Reduce -22.7% 367,297 $142.52 M Q2 2026
0.77% New Buy 249,722 $96.57 M Q2 2026
0.25% Add 2.0% 224,575 $86.85 M Q2 2026
0.11% Add 1193.1% 201,373 $77.88 M Q2 2026
0.46% Add 24.0% 180,619 $69.85 M Q2 2026
0.11% Add 198.9% 119,007 $46.02 M Q2 2026
0.47% New Buy 66,599 $25.76 M Q2 2026
1.85% Reduce -1.9% 35,687 $13.8 M Q2 2026
2.25% Reduce -2.1% 27,514 $10.64 M Q2 2026
0.19% Add 33.8% 6,417 $2.48 M Q2 2026
0.00% Reduce -12.7% 1,611 $623,324 Q2 2026
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