Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership177,654 shares
Latest Disclosed Value $ 52,008,159
LPL Financial LLC reports 11.53% increase in ownership of ELV / Elevance Health, Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 177,654 shares of Elevance Health, Inc. (AT:ELV) valued at $52,008,159 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 159,289 shares of Elevance Health, Inc.. This represents a change in shares of 11.53% 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)
2026-05-06 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 177,654 18,365 11.53 52,008 -6.86 0.0138
2026-02-11 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 159,289 -18,640 -10.48 55,839 -2.88 0.0152
2025-11-12 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 177,929 -27,729 -13.48 57,492 -28.13 0.0168
2025-08-12 2025-06-30 13F ELEVANCE HEALTH COM 036752103 205,658 27,747 15.60 79,993 3.37 0.0267
2025-05-07 2025-03-31 13F ELEVANCE HEALTH COM 036752103 177,911 702 0.40 77,384 18.37 0.0301
2025-02-11 2024-12-31 13F ELEVANCE HEALTH COM 036752103 177,209 -10,865 -5.78 65,372 -33.16 0.0266
2024-11-08 2024-09-30 13F ELEVANCE HEALTH COM 036752103 188,074 13,619 7.81 97,798 3.46 0.0436
2024-08-07 2024-06-30 13F ELEVANCE HEALTH COM 036752103 174,455 15,424 9.70 94,530 14.63 0.0471
2024-05-10 2024-03-31 13F ELEVANCE HEALTH COM 036752103 159,031 23,216 17.09 82,464 28.76 0.0443
2024-02-14 2023-12-31 13F ELEVANCE HEALTH COM 036752103 135,815 5,695 4.38 64,045 13.04 0.0388
2023-11-13 2023-09-30 13F ELEVANCE HEALTH COM 036752103 130,120 -35,885 -21.62 56,657 -23.18 0.0397
2023-07-31 2023-06-30 13F ELEVANCE HEALTH COM 036752103 166,005 18,423 12.48 73,754 8.69 0.0527
2023-05-10 2023-03-31 13F ELEVANCE HEALTH COM 036752103 147,582 -17,499 -10.60 67,859 -19.87 0.0528
2023-02-07 2022-12-31 13F ELEVANCE HEALTH COM 036752103 165,081 11,516 7.50 84,681 21.40 0.0725
2022-11-14 2022-09-30 13F ELEVANCE HEALTH COM 036752103 153,565 27,826 22.13 69,755 14.96 0.0673
2022-08-12 2022-06-30 13F ELEVANCE HEALTH COM 036752103 125,739 9,296 7.98 60,680 6.09 0.0576
2022-05-16 2022-03-31 13F ANTHEM COM 036752103 116,443 2,669 2.35 57,199 8.46 0.0492
2022-02-14 2021-12-31 13F ANTHEM COM 036752103 113,774 4,234 3.87 52,739 29.15 0.0443
2021-11-15 2021-09-30 13F ANTHEM COM 036752103 109,540 16,120 17.26 40,836 14.49 0.0383
2021-08-13 2021-06-30 13F ANTHEM COM 036752103 93,420 6,723 7.75 35,668 14.61 0.0361
2021-05-14 2021-03-31 13F ANTHEM COM 036752103 86,697 2,148 2.54 31,120 14.63 0.0358
2021-02-12 2020-12-31 13F ANTHEM COM 036752103 84,549 5,551 7.03 27,148 27.95 0.0352
2020-11-09 2020-09-30 13F ANTHEM COM 036752103 78,998 5,534 7.53 21,218 9.83 0.0331
2020-08-13 2020-06-30 13F ANTHEM COM 036752103 73,464 4,555 6.61 19,319 23.48 0.0337
2020-05-14 2020-03-31 13F ANTHEM COM 036752103 68,909 5,930 9.42 15,645 -17.75 0.0337
2020-02-14 2019-12-31 13F ANTHEM COM 036752103 62,979 11,145 21.50 19,022 52.85 0.0346
2019-11-13 2019-09-30 13F ANTHEM COM 036752103 51,834 4,544 9.61 12,445 -6.75 0.0253
2019-08-09 2019-06-30 13F ANTHEM COM 036752103 47,290 8,640 22.35 13,346 20.32 0.0285
2019-05-08 2019-03-31 13F ANTHEM COM 036752103 38,650 -363 -0.93 11,092 8.26 0.0252
2019-02-07 2018-12-31 13F ANTHEM COM 036752103 39,013 3,157 8.80 10,246 4.27 0.0273
2018-11-14 2018-09-30 13F ANTHEM COM 036752103 35,856 593 1.68 9,826 17.06 0.0236
2018-08-14 2018-06-30 13F ANTHEM COM 036752103 35,263 1,840 5.51 8,394 14.31 0.0220
2018-05-15 2018-03-31 13F ANTHEM COM 036752103 33,423 6,875 25.90 7,343 22.92 0.0202
2018-02-14 2017-12-31 13F ANTHEM COM 036752103 26,548 2,515 10.46 5,974 30.92 0.0182
2017-11-14 2017-09-30 13F ANTHEM COM 036752103 24,033 310 1.31 4,563 2.24 0.0161
2017-08-14 2017-06-30 13F ANTHEM COM 036752103 23,723 20,501 636.28 4,463 732.65 0.0169
2017-05-15 2017-03-31 13F ANTHEM COM 036752103 3,222 -174 -5.12 536 10.29 0.0037
2017-02-13 2016-12-31 13F ANTHEM COM 036752103 3,396 -44 -1.28 486 15.44 0.0037
2016-11-16 2016-09-30 13F ANTHEM COM 036752103 3,440 -298 -7.97 421 -14.78 0.0040
2016-08-15 2016-06-30 13F ANTHEM COM 036752103 3,738 -27,173 -87.91 494 -88.85 0.0042
2016-05-16 2016-03-31 13F ANTHEM COM 036752103 30,911 4,906 18.87 4,431 20.64 0.0123
2016-02-12 2015-12-31 13F ANTHEM COM 036752103 26,005 11,979 85.41 3,673 83.28 0.0102
2015-11-13 2015-09-30 13F ANTHEM COM 036752103 14,026 -13,958 -49.88 2,004 -55.68 0.0110
2015-08-14 2015-06-30 13F ANTHEM COM 036752103 27,984 4,427 18.79 4,522 24.64 0.0229
2015-05-14 2015-03-31 13F ANTHEM COM 036752103 23,557 853 3.76 3,628 27.16 0.0185
2015-02-13 2014-12-31 13F ANTHEM COM 036752103 22,704 22,704 2,853 0.0156
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.