Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,645,787 shares
Latest Disclosed Value $ 481,682,553
Dimensional Fund Advisors Lp reports 8.50% increase in ownership of ELV / Elevance Health, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 1,645,787 shares of Elevance Health, Inc. (AT:ELV) valued at $481,682,553 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,516,792 shares of Elevance Health, Inc.. This represents a change in shares of 8.50% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 1,645,787 128,995 8.50 481,683 -9.40 0.1001
2026-02-12 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 1,516,792 -152,091 -9.11 531,683 -1.39 0.1115
2025-11-12 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 1,668,883 -8,756 -0.52 539,189 -17.36 0.1157
2025-08-12 2025-06-30 13F ELEVANCE HEALTH COM 036752103 1,677,639 -117,313 -6.54 652,418 -16.43 0.1511
2025-05-13 2025-03-31 13F ELEVANCE HEALTH COM 036752103 1,794,952 -74,591 -3.99 780,686 13.20 0.1940
2025-02-13 2024-12-31 13F ELEVANCE HEALTH COM 036752103 1,869,543 90,687 5.10 689,677 -25.44 0.1656
2024-11-07 2024-09-30 13F ELEVANCE HEALTH COM 036752103 1,778,856 -88,695 -4.75 925,046 -8.58 0.2244
2024-08-09 2024-06-30 13F ELEVANCE HEALTH COM 036752103 1,867,551 23,872 1.29 1,011,888 5.84 0.2643
2024-05-10 2024-03-31 13F ELEVANCE HEALTH COM 036752103 1,843,679 -17,044 -0.92 956,021 8.96 0.2588
2024-02-07 2023-12-31 13F ELEVANCE HEALTH COM 036752103 1,860,723 11,093 0.60 877,412 8.93 0.2562
2023-11-09 2023-09-30 13F ELEVANCE HEALTH COM 036752103 1,849,630 -48,352 -2.55 805,498 -4.47 0.2642
2023-08-09 2023-06-30 13F ELEVANCE HEALTH COM 036752103 1,897,982 -102,247 -5.11 843,217 -8.32 0.2687
2023-05-12 2023-03-31 13F ELEVANCE HEALTH COM 036752103 2,000,229 -91,575 -4.38 919,720 85,614.82 0.3098
2023-02-09 2022-12-31 13F ELEVANCE HEALTH COM 036752103 2,091,804 -127,658 -5.75 1,073 -99.89 0.3170
2022-11-10 2022-09-30 13F ELEVANCE HEALTH COM 036752103 2,219,462 -8,588 -0.39 1,008,211 -6.23 0.3871
2022-08-12 2022-06-30 13F ELEVANCE HEALTH COM 036752103 2,228,050 -5,724 -0.26 1,075,201 -2.02 0.3857
2022-05-13 2022-03-31 13F ANTHEM COM 036752103 2,233,774 11,285 0.51 1,097,409 6.52 0.3381
2022-02-09 2021-12-31 13F ANTHEM COM 036752103 2,222,489 -83,158 -3.61 1,030,248 19.83 0.3115
2021-11-12 2021-09-30 13F ANTHEM COM 036752103 2,305,647 -201,480 -8.04 859,745 -10.18 0.2769
2021-08-12 2021-06-30 13F ANTHEM COM 036752103 2,507,127 -151,013 -5.68 957,210 0.31 0.3031
2021-05-14 2021-03-31 13F ANTHEM COM 036752103 2,658,140 -126,423 -4.54 954,252 6.74 0.3156
2021-03-08 2020-12-31 13F/A-2 ANTHEM COM 036752103 2,784,563 14,556 0.53 893,986 20.19 0.3228
2021-02-11 2020-12-31 13F ANTHEM COM 036752103 2,784,563 14,556 893,986 322,860.2252
2020-11-12 2020-09-30 13F ANTHEM COM 036752103 2,770,007 11,395 0.41 743,817 2.54 0.3154
2020-08-13 2020-06-30 13F ANTHEM COM 036752103 2,758,612 -48,527 -1.73 725,397 13.81 0.3188
2020-05-14 2020-03-31 13F ANTHEM COM 036752103 2,807,139 -79,771 -2.76 637,376 -26.91 0.3321
2020-02-14 2019-12-31 13F ANTHEM COM 036752103 2,886,910 -14,794 -0.51 871,989 25.17 0.3178
2019-11-12 2019-09-30 13F ANTHEM COM 036752103 2,901,704 -36,171 -1.23 696,665 -15.97 0.2707
2019-08-13 2019-06-30 13F ANTHEM COM 036752103 2,937,875 -3,428 -0.12 829,110 -1.77 0.3219
2019-08-12 2019-03-31 13F/A-2 ANTHEM COM 036752103 2,941,303 -14,224 -0.48 844,030 8.74 0.3362
2019-05-10 2019-03-31 13F ANTHEM COM 036752103 2,941,303 -14,224 844,030
2019-02-26 2018-12-31 13F/A-1 ANTHEM COM 036752103 2,955,527 13,088 0.44 776,161 -3.74 0.3516
2019-02-13 2018-12-31 13F ANTHEM COM 036752103 2,955,527 13,088 776,161
2018-11-13 2018-09-30 13F ANTHEM COM 036752103 2,942,439 -24,857 -0.84 806,316 14.15 0.3069
2018-08-10 2018-06-30 13F ANTHEM COM 036752103 2,967,296 -8,642 -0.29 706,342 8.03 0.2816
2018-05-11 2018-03-31 13F ANTHEM COM 036752103 2,975,938 -30,352 -1.01 653,814 -3.35 0.2725
2018-02-12 2017-12-31 13F ANTHEM COM 036752103 3,006,290 -128,743 -4.11 676,502 13.64 0.2804
2017-11-13 2017-09-30 13F ANTHEM COM 036752103 3,135,033 -1,118 -0.04 595,278 0.90 0.2601
2017-08-11 2017-06-30 13F ANTHEM COM 036752103 3,136,151 5,867 0.19 589,995 13.96 0.2724
2017-05-12 2017-03-31 13F ANTHEM COM 036752103 3,130,284 2,649 0.08 517,713 15.13 0.2474
2017-02-09 2016-12-31 13F ANTHEM COM 036752103 3,127,635 -26,755 -0.85 449,687 13.77 0.2246
2016-11-10 2016-09-30 13F ANTHEM COM 036752103 3,154,390 21,300 0.68 395,271 -3.95 0.2136
2016-08-09 2016-06-30 13F ANTHEM COM 036752103 3,133,090 38,011 1.23 411,508 -4.35 0.2368
2016-05-13 2016-03-31 13F ANTHEM COM 036752103 3,095,079 5,487 0.18 430,203 -0.15 0.2575
2016-02-10 2015-12-31 13F ANTHEM COM 036752103 3,089,592 -51,566 -1.64 430,841 -2.02 0.2685
2015-11-13 2015-09-30 13F ANTHEM COM 036752103 3,141,158 -98,462 -3.04 439,739 -17.30 0.2886
2015-08-14 2015-06-30 13F ANTHEM COM 036752103 3,239,620 30,465 0.95 531,748 7.30 0.3256
2015-05-14 2015-03-31 13F ANTHEM COM 036752103 3,209,155 15,482 0.48 495,553 23.46 0.3129
2015-02-06 2014-12-31 13F ANTHEM COM 036752103 3,193,673 3,193,673 401,403 0.2636
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.