Investigate / reported ownership
ELV
Elevance Health Inc
11 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.
Who reports owning ELV?
Select a manager to inspect their portfolio. Reports may cover different quarters; portfolio weights describe disclosed long 13F holdings, not total economic exposure.
| #↑ | 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 |
Go beyond ownership.
Customers pay Elevance for risk-based health plan premiums, administrative fees from self-funded employers, and pharmacy and health service fees through its Carelon businesses.
Question to investigate: Can Elevance price and manage medical costs accurately enough, given premiums are set well before actual costs are known?
Company research reviewed 2026-10-02; a dated source-linked starting point, not the investors’ stated reasons.
Understand the business and investment case →Filing dates and original SEC sources
- Bill Nygren · 2026Q2 · filed 2026-08-14 ↗
- First Eagle Investment Management · 2026Q2 · filed 2026-08-24 ↗
- Seth Klarman · 2026Q2 · filed 2026-08-13 ↗
- Glenn Greenberg · 2026Q2 · filed 2026-08-14 ↗
- Joel Greenblatt · 2026Q2 · filed 2026-09-02 ↗
- Yacktman Asset Management · 2026Q2 · filed 2026-08-11 ↗
- Harry Burn · 2026Q2 · filed 2026-08-12 ↗
- Richard Pzena · 2026Q2 · filed 2026-08-07 ↗
- Vulcan Value Partners · 2026Q2 · filed 2026-08-10 ↗
- Tweedy Browne · 2026Q2 · filed 2026-08-07 ↗
- Dodge & Cox Funds · 2026Q2 · filed 2026-08-13 ↗
Reported position changes
Net disclosed share changes—not individual trades or execution dates. NEW has no prior-position percentage comparison; EXIT weight refers to the previous report.
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Vulcan Value Partners | TRIM | 1.8% | -47% | $60M | Aug 10, 2026 |
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Long US 13F disclosures omit shorts and can be amended. CUSIP 036752103. No current price, valuation or manager motive is inferred.