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Elevance Health, Inc.

ELV Healthcare
$291.63 +$3.74 (1.30%)
Market Cap: $64.36 B
Gurus Holding
17
Popularity Rank
#69
% of Shares Held
6.53%
Net Activity (Q4 2025)
-$169.92 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 Q4 2025, a total of 17 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $4.21 B.

Top institutional holders include First Eagle Investment and Jeremy Grantham.

Notably, Glenn Greenberg has expressed high conviction in this stock, allocating 10.28% of their equity portfolio to it.

Institutional sentiment is currently Bearish. This is evidenced by a $169.92 M net outflow during the quarter.

Recent activity highlights Manning & Napier Group who dramatically increased their stake. Conversely, Glenn Greenberg reduced exposure by 31.7%.

Key Holders

Top 5 by Value

$887.27 M
$719.03 M
$498.66 M
$444.95 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$169.16 M
Total Buy Value
New Buys 0
Additions 7
-$339.09 M
Total Sell Value
Reductions 9
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
11
Net Buyers
7

FAQs for Elevance Health, Inc. (ELV)

Major holders include First Eagle Investment ($1.41 B), Jeremy Grantham ($887.27 M), HOTCHKIS & WILEY ($719.03 M). According to the latest reported data, 17 tracked investment managers collectively hold approximately 14.42 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $169.92 M, with 7 managers increasing positions and 11 managers reducing holdings.

During the most recent reporting period, 9 managers trimmed their positions, while 2 fully exited ELV. The total reported sell value was $339.09 M.

Yes, 0 managers opened new positions in ELV, and 7 increased their existing holdings. The total reported buy value was $169.16 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.48% Add 0.6% 4,022,874 $1.41 B Q4 2025
2.27% Add 0.3% 2,531,090 $887.27 M Q4 2025
2.15% Add 0.3% 2,051,150 $719.03 M Q4 2025
7.79% Reduce -1.8% 1,422,506 $498.66 M Q4 2025
8.43% Reduce -3.8% 1,269,302 $444.95 M Q4 2025
10.28% Reduce -31.7% 1,251,803 $438.82 M Q4 2025
0.11% Reduce -22.5% 621,357 $217.82 M Q4 2025
1.68% Add 1423.1% 368,426 $129.15 M Q4 2025
3.96% 340,900 $119.5 M Q4 2025
0.23% Reduce -0.2% 216,322 $75.83 M Q4 2025
0.14% Reduce -4.0% 112,683 $39.5 M Q4 2025
0.14% Add 498.0% 78,397 $27.48 M Q4 2025
0.33% Add 116.9% 65,000 $22.79 M Q4 2025
1.80% Reduce -1.5% 36,541 $12.81 M Q4 2025
2.17% Reduce -5.2% 26,999 $9.46 M Q4 2025
0.09% Add 16.0% 3,128 $1.1 M Q4 2025
0.00% Reduce -6.0% 1,290 $452,281 Q4 2025
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