ELV
Elevance Health Inc
11 of the 83 super-investors we track hold ELV, worth a combined $5.12B per their latest 13F filings. The largest position: Seth Klarman at 9.1% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 43 of 100 (how strongly the cohort backs it) — ranked #91 of 742 stocks. Conviction rising: 1 more super-investor hold it than in 2026Q1.
Why super-investors own ELV
ELV is held by 11 super-investors in our cohort, with a combined position value of $5.1B. The highest-conviction owner is Seth Klarman at 9.1% of their portfolio. Cohort ownership has grown from 10 to 11 over the last four quarters — net interest is rising. This quarter the cohort registered 1 trimmed.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- Elevra Lithium (ASX:ELV) Shares Drift Lower Despite Profit Reboundsimplywall.st ·
- Is Elevance Health (ELV) Trading At A Discount After Strong Q2 And Higher Outlook?simplywall.st ·
- Health Insurance Providers Stocks Q2 In Review: Elevance Health (NYSE:ELV) Vs PeersStockStory ·
- AI Efficiency Gains And Behavioral Health Push Could Be A Game Changer For Elevance Health (ELV)simplywall.st ·
- Is Elevance Health (ELV) a Mispriced Opportunity?Yahoo Finance Singapore ·
- UnitedHealth vs. Elevance: Which Managed-Care Stock Is a Better Buy?Zacks Investment Research ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (11) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill Nygren | 2.5% | 7q | $1.90B | 4,924,511 |
| 2 | First Eagle Investment Management | 2.7% | 40q | $1.62B | 4,188,196 |
| 3 | Seth Klarman | 9.1% | 6q | $493M | 1,275,154 |
| 4 | Glenn Greenberg | 8.2% | 28q | $378M | 976,885 |
| 5 | Joel Greenblatt | 0.2% | 38q | $351M | 906,386 |
| 6 | Yacktman Asset Management | 1.6% | 40q | $131M | 339,985 |
| 7 | Harry Burn | 2.9% | 14q | $94M | 243,452 |
| 8 | Richard Pzena | 0.3% | 24q | $87M | 224,575 |
| 9 | Vulcan Value Partners | 1.8% | 37q | $60M | 155,873 |
| 10 | Tweedy Browne | 0.2% | 4q | $2M | 6,417 |
| 11 | Dodge & Cox Funds | 0.0% | 40q | $503K | 1,300 |
- 1Bill Nygrenport2.5%val$1.90B4,924,511 sh·7q held
- 2First Eagle Investment Managementport2.7%val$1.62B4,188,196 sh·40q held
- 3Seth Klarmanport9.1%val$493M1,275,154 sh·6q held
- 4Glenn Greenbergport8.2%val$378M976,885 sh·28q held
- 5Joel Greenblattport0.2%val$351M906,386 sh·38q held
- 6Yacktman Asset Managementport1.6%val$131M339,985 sh·40q held
- 7Harry Burnport2.9%val$94M243,452 sh·14q held
- 8Richard Pzenaport0.3%val$87M224,575 sh·24q held
- 9Vulcan Value Partnersport1.8%val$60M155,873 sh·37q held
- 10Tweedy Browneport0.2%val$2M6,417 sh·4q held
- 11Dodge & Cox Fundsport0.0%val$503K1,300 sh·40q held
Owners of ELV also hold
Congress is trading ELV
Congress tracker →- Markwayne Mullinbought$15,001 - $50,000 · 2025-12-29
- Lisa McClainsold$1,001 - $15,000 · 2025-08-13
- Gilbert Cisnerosbought$1,001 - $15,000 · 2025-08-05
- Lisa McClainbought$1,001 - $15,000 · 2025-07-10
- Lisa McClainbought$1,001 - $15,000 · 2025-06-24 · late
- Gilbert Cisnerossold$1,001 - $15,000 · 2025-05-30
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Vulcan Value Partners | TRIM | 1.8% | -47% | $60M | Aug 10, 2026 |
Long US equity 13F-HR filings only. CUSIP 036752103. Not investment advice.