Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionScotia Capital Inc.
Latest Disclosed Ownership31,792 shares
Latest Disclosed Value $ 9,307,833
Scotia Capital Inc. reports 8.97% increase in ownership of ELV / Elevance Health, Inc.

On May 13, 2026 - Scotia Capital Inc. filed a 13F-HR form disclosing ownership of 31,792 shares of Elevance Health, Inc. (AT:ELV) valued at $9,307,833 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 29,174 shares of Elevance Health, Inc.. This represents a change in shares of 8.97% 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)
2026-05-13 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 31,792 2,618 8.97 9,308 -8.92 0.0383
2026-02-12 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 29,174 868 3.07 10,219 11.71 0.0411
2025-11-14 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 28,306 5,494 24.08 9,148 3.09 0.0389
2025-08-13 2025-06-30 13F ELEVANCE HEALTH COM 036752103 22,812 1,202 5.56 8,873 -5.60 0.0419
2025-05-09 2025-03-31 13F ELEVANCE HEALTH COM 036752103 21,610 -2,881 -11.76 9,400 4.03 0.0504
2025-02-13 2024-12-31 13F ELEVANCE HEALTH COM 036752103 24,491 3,583 17.14 9,035 -16.90 0.0476
2024-11-13 2024-09-30 13F ELEVANCE HEALTH COM 036752103 20,908 796 3.96 10,872 -0.24 0.0582
2024-08-14 2024-06-30 13F ELEVANCE HEALTH COM 036752103 20,112 1,635 8.85 10,898 13.75 0.0638
2024-05-14 2024-03-31 13F ELEVANCE HEALTH COM 036752103 18,477 2,790 17.79 9,581 29.53 0.0570
2024-02-12 2023-12-31 13F ELEVANCE HEALTH COM 036752103 15,687 940 6.37 7,398 15.20 0.0477
2023-11-14 2023-09-30 13F ELEVANCE HEALTH COM 036752103 14,747 3,720 33.74 6,421 31.07 0.0464
2023-08-03 2023-06-30 13F ELEVANCE HEALTH COM 036752103 11,027 4,817 77.57 4,899 71.59 0.0336
2023-05-11 2023-03-31 13F ELEVANCE HEALTH COM 036752103 6,210 100 1.64 2,856 -8.90 0.0208
2023-02-09 2022-12-31 13F ELEVANCE HEALTH COM 036752103 6,110 -442 -6.75 3,134 5.31 0.0241
2022-11-10 2022-09-30 13F ELEVANCE HEALTH COM 036752103 6,552 -516 -7.30 2,976 -12.75 0.0241
2022-08-05 2022-06-30 13F ELEVANCE HEALTH COM 036752103 7,068 -8,047 -53.24 3,411 -54.06 0.0254
2022-05-09 2022-03-31 13F ANTHEM COM 036752103 15,115 -69 -0.45 7,425 5.50 0.0469
2022-02-11 2021-12-31 13F ANTHEM COM 036752103 15,184 -447 -2.86 7,038 20.78 0.0462
2021-11-12 2021-09-30 13F ANTHEM COM 036752103 15,631 827 5.59 5,827 3.10 0.0424
2021-08-12 2021-06-30 13F ANTHEM COM 036752103 14,804 -3,506 -19.15 5,652 -14.00 0.0414
2021-05-06 2021-03-31 13F ANTHEM COM 036752103 18,310 116 0.64 6,572 12.50 0.0533
2021-02-11 2020-12-31 13F ANTHEM COM 036752103 18,194 1,012 5.89 5,842 26.59 0.0537
2020-11-12 2020-09-30 13F ANTHEM COM 036752103 17,182 17,182 -5.56 4,615 -21.00 0.0500
2020-08-11 2020-06-30 13F ANTHEM COM 036752103 0 -15,567 -100.00 0 -100.00
2020-05-15 2020-03-31 13F ANTHEM COM 036752103 15,567 529 3.52 3,534 -22.19 0.0492
2020-02-13 2019-12-31 13F ANTHEM COM 036752103 15,038 -413 -2.67 4,542 22.43 0.0505
2019-11-14 2019-09-30 13F ANTHEM COM 036752103 15,451 -408 -2.57 3,710 -17.11 0.0437
2019-08-13 2019-06-30 13F ANTHEM COM 036752103 15,859 7,061 80.26 4,476 77.34 0.0545
2019-05-15 2019-03-31 13F ANTHEM COM 036752103 8,798 450 5.39 2,524 15.15 0.0325
2019-02-11 2018-12-31 13F/A-1 ANTHEM COM 036752103 8,348 -190 -2.23 2,192 -6.32 0.0324
2019-02-11 2018-12-31 13F ANTHEM COM 036752103 8,538 2,340
2018-11-14 2018-09-30 13F ANTHEM COM 036752103 8,538 48 0.57 2,340 26.55 0.0296
2018-08-13 2018-06-30 13F ANTHEM COM 036752103 8,490 216 2.61 1,849 1.76 0.0257
2018-05-15 2018-03-31 13F ANTHEM COM 036752103 8,274 1,704 25.94 1,817 22.85 0.0251
2018-02-13 2017-12-31 13F ANTHEM COM 036752103 6,570 64 0.98 1,479 19.76 0.0197
2017-11-14 2017-09-30 13F ANTHEM COM 036752103 6,506 62 0.96 1,235 1.90 0.0176
2017-08-15 2017-06-30 13F ANTHEM COM 036752103 6,444 -177 -2.67 1,212 10.58 0.0204
2017-05-15 2017-03-31 13F ANTHEM COM 036752103 6,621 -2,524 -27.60 1,096 -16.65 0.0187
2017-02-14 2016-12-31 13F ANTHEM COM 036752103 9,145 124 1.37 1,315 16.37 0.0210
2016-11-14 2016-09-30 13F ANTHEM COM 036752103 9,021 855 10.47 1,130 5.31 0.0207
2016-08-11 2016-06-30 13F ANTHEM COM 036752103 8,166 1,104 15.63 1,073 9.27 0.0218
2016-05-12 2016-03-31 13F ANTHEM COM 036752103 7,062 -835 -10.57 982 -9.91 0.0215
2016-02-11 2015-12-31 13F ANTHEM COM 036752103 7,897 0 0.00 1,090 -1.36 0.0247
2015-11-13 2015-09-30 13F ANTHEM COM 036752103 7,897 -804 -9.24 1,105 -22.18 0.0250
2015-08-13 2015-06-30 13F ANTHEM COM 036752103 8,701 3,071 54.55 1,420 63.22 0.0285
2015-05-15 2015-03-31 13F ANTHEM COM 036752103 5,630 5,630 870 0.0224
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.