Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionStephens Inc /ar/
Latest Disclosed Ownership9,498 shares
Latest Disclosed Value $ 2,780,677
Stephens Inc /ar/ reports 3.55% increase in ownership of ELV / Elevance Health, Inc.

On April 28, 2026 - Stephens Inc /ar/ filed a 13F-HR form disclosing ownership of 9,498 shares of Elevance Health, Inc. (AT:ELV) valued at $2,780,677 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 9,172 shares of Elevance Health, Inc.. This represents a change in shares of 3.55% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-28 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 9,498 326 3.55 2,781 -13.53 0.0348
2026-02-05 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 9,172 -164 -1.76 3,215 6.60 0.0400
2025-10-27 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 9,336 -263 -2.74 3,017 -19.21 0.0384
2025-07-29 2025-06-30 13F ELEVANCE HEALTH COM 036752103 9,599 87 0.91 3,734 -9.77 0.0513
2025-05-01 2025-03-31 13F ELEVANCE HEALTH COM 036752103 9,512 -11,522 -54.78 4,138 -46.68 0.0606
2025-01-28 2024-12-31 13F ELEVANCE HEALTH COM 036752103 21,034 156 0.75 7,760 -28.53 0.1088
2024-10-28 2024-09-30 13F ELEVANCE HEALTH COM 036752103 20,878 756 3.76 10,856 -0.43 0.1540
2024-08-06 2024-06-30 13F ELEVANCE HEALTH COM 036752103 20,122 295 1.49 10,903 6.05 0.1663
2024-05-15 2024-03-31 13F ELEVANCE HEALTH COM 036752103 19,827 560 2.91 10,281 13.16 0.1594
2024-02-13 2023-12-31 13F ELEVANCE HEALTH COM 036752103 19,267 507 2.70 9,086 11.23 0.1567
2023-11-14 2023-09-30 13F ELEVANCE HEALTH COM 036752103 18,760 -2,127 -10.18 8,168 -11.98 0.1566
2023-08-14 2023-06-30 13F ELEVANCE HEALTH COM 036752103 20,887 888 4.44 9,280 0.92 0.1670
2023-05-15 2023-03-31 13F ELEVANCE HEALTH COM 036752103 19,999 -2,295 -10.29 9,196 -19.60 0.1764
2023-02-14 2022-12-31 13F/A-1 ELEVANCE HEALTH COM 036752103 22,294 848 3.95 11,436 17.39 0.2343
2023-01-25 2022-12-31 13F ELEVANCE HEALTH OM 036752103 22,294 848 11 0.2343
2022-11-02 2022-09-30 13F ELEVANCE HEALTH OM 036752103 21,446 3,870 22.02 9,742 14.85 0.2080
2022-08-03 2022-06-30 13F ELEVANCE HEALTH OM 036752103 17,576 -741 -4.05 8,482 -5.72 0.1711
2022-05-04 2022-03-31 13F ANTHEM OM 036752103 18,317 -2,018 -9.92 8,997 -4.55 0.1467
2022-03-07 2021-12-31 13F ANTHEM OM 036752103 20,335 -387 -1.87 9,426 22.02 0.1426
2021-10-27 2021-09-30 13F ANTHEM COM 036752103 20,722 -1,393 -6.30 7,725 -8.51 0.1195
2021-08-12 2021-06-30 13F ANTHEM COM 036752103 22,115 -451 -2.00 8,444 4.25 0.1264
2021-05-14 2021-03-31 13F ANTHEM COM 036752103 22,566 522 2.37 8,100 14.44 0.1330
2021-02-10 2020-12-31 13F ANTHEM COM 036752103 22,044 -16 -0.07 7,078 19.46 0.1270
2020-11-13 2020-09-30 13F ANTHEM COM 036752103 22,060 1,845 9.13 5,925 11.46 0.1166
2020-08-24 2020-06-30 13F ANTHEM COM 036752103 20,215 622 3.17 5,316 19.51 0.1143
2020-05-14 2020-03-31 13F ANTHEM COM 036752103 19,593 3,214 19.62 4,448 -10.09 0.1185
2020-02-14 2019-12-31 13F ANTHEM COM 036752103 16,379 -344 -2.06 4,947 23.21 0.1036
2019-10-18 2019-09-30 13F ANTHEM COM 036752103 16,723 6,769 68.00 4,015 42.93 0.0883
2019-08-01 2019-06-30 13F ANTHEM COM 036752103 9,954 2,026 25.55 2,809 23.47 0.0636
2019-05-03 2019-03-31 13F ANTHEM COM 036752103 7,928 -581 -6.83 2,275 1.79 0.0540
2019-02-11 2018-12-31 13F ANTHEM COM 036752103 8,509 355 4.35 2,235 0.00 0.0634
2018-11-14 2018-09-30 13F ANTHEM COM 036752103 8,154 -83 -1.01 2,235 13.97 0.0556
2018-08-10 2018-06-30 13F ANTHEM COM 036752103 8,237 5 0.06 1,961 8.40 0.0593
2018-05-03 2018-03-31 13F ANTHEM COM 036752103 8,232 -8,642 -51.21 1,809 -52.36 0.0675
2018-02-05 2017-12-31 13F ANTHEM COM 036752103 16,874 809 5.04 3,797 24.49 0.1420
2017-11-08 2017-09-30 13F ANTHEM COM 036752103 16,065 16,065 3,050 0.1102
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.