Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership80,046 shares
Latest Disclosed Value $ 23,435,080
Stifel Financial Corp reports 2.35% decrease in ownership of ELV / Elevance Health, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 80,046 shares of Elevance Health, Inc. (AT:ELV) valued at $23,435,080 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 81,974 shares of Elevance Health, Inc.. This represents a change in shares of -2.35% 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)
2026-05-12 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 80,046 -1,928 -2.35 23,435 -18.45 0.0051
2026-02-13 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 81,974 -16,722 -16.94 28,738 -9.89 0.0259
2025-11-12 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 98,696 -641,526 -86.67 31,891 -88.92 0.0291
2025-08-14 2025-06-30 13F ELEVANCE HEALTH COM 036752103 740,222 -10,622 -1.41 287,926 -11.84 0.2801
2025-05-14 2025-03-31 13F ELEVANCE HEALTH COM 036752103 750,844 50,143 7.16 326,604 26.34 0.3472
2025-02-13 2024-12-31 13F ELEVANCE HEALTH COM 036752103 700,701 -12,326 -1.73 258,508 -30.28 0.2693
2024-11-14 2024-09-30 13F ELEVANCE HEALTH COM 036752103 713,027 538,978 309.67 370,794 293.08 0.3888
2024-08-13 2024-06-30 13F ELEVANCE HEALTH COM 036752103 174,049 -13,320 -7.11 94,330 -2.93 0.1061
2024-05-14 2024-03-31 13F ELEVANCE HEALTH COM 036752103 187,369 13,277 7.63 97,175 18.35 0.1107
2024-02-12 2023-12-31 13F ELEVANCE HEALTH COM 036752103 174,092 4,088 2.40 82,109 10.91 0.1033
2023-11-13 2023-09-30 13F ELEVANCE HEALTH COM 036752103 170,004 -4,905 -2.80 74,029 -4.74 0.1041
2023-08-14 2023-06-30 13F ELEVANCE HEALTH COM 036752103 174,909 -17,539 -9.11 77,716 -12.18 0.1063
2023-05-12 2023-03-31 13F ELEVANCE HEALTH COM 036752103 192,448 -16,604 -7.94 88,496 -17.48 0.1268
2023-02-13 2022-12-31 13F ELEVANCE HEALTH COM 036752103 209,052 -2,191 -1.04 107,246 11.76 0.1610
2022-11-14 2022-09-30 13F ELEVANCE HEALTH COM 036752103 211,243 -427 -0.20 95,962 -6.06 0.1571
2022-08-15 2022-06-30 13F ELEVANCE HEALTH COM 036752103 211,670 34,715 19.62 102,154 17.52 0.1599
2022-05-13 2022-03-31 13F ANTHEM COM 036752103 176,955 909 0.52 86,927 6.52 0.1186
2022-02-14 2021-12-31 13F ANTHEM COM 036752103 176,046 116 0.07 81,606 24.42 0.1079
2021-11-15 2021-09-30 13F ANTHEM COM 036752103 175,930 2,165 1.25 65,589 -1.14 0.0962
2021-08-13 2021-06-30 13F ANTHEM COM 036752103 173,765 15,872 10.05 66,345 17.05 0.0993
2021-05-14 2021-03-31 13F ANTHEM COM 036752103 157,893 146 0.09 56,679 11.90 0.0934
2021-02-12 2020-12-31 13F ANTHEM COM 036752103 157,747 -2,654 -1.65 50,653 17.57 0.0904
2020-11-16 2020-09-30 13F ANTHEM COM 036752103 160,401 2,109 1.33 43,083 3.49 0.0886
2020-08-14 2020-06-30 13F ANTHEM COM 036752103 158,292 -36,821 -18.87 41,629 -5.68 0.0957
2020-05-14 2020-03-31 13F ANTHEM COM 036752103 195,113 30,540 18.56 44,134 -11.43 0.1219
2020-02-13 2019-12-31 13F ANTHEM COM 036752103 164,573 -7,002 -4.08 49,832 21.69 0.1038
2019-11-19 2019-09-30 13F/A-1 ANTHEM COM 036752103 171,575 15,240 9.75 40,949 -7.20 0.1045
2019-11-13 2019-09-30 13F ANTHEM COM 036752103 171,608 15,273 40,955 22,957.3303
2019-08-14 2019-06-30 13F ANTHEM COM 036752103 156,335 4,623 3.05 44,128 1.43 0.1138
2019-05-14 2019-03-31 13F ANTHEM COM 036752103 151,712 4,690 3.19 43,504 12.61 0.1229
2019-02-13 2018-12-31 13F ANTHEM COM 036752103 147,022 13,018 9.71 38,632 5.20 0.1249
2018-11-13 2018-09-30 13F ANTHEM COM 036752103 134,004 33,451 33.27 36,723 53.38 0.1052
2018-08-14 2018-06-30 13F ANTHEM COM 036752103 100,553 56,427 127.88 23,943 146.40 0.0735
2018-05-11 2018-03-31 13F ANTHEM COM 036752103 44,126 15,181 52.45 9,717 48.74 0.0307
2018-02-14 2017-12-31 13F ANTHEM COM 036752103 28,945 1,595 5.83 6,533 25.95 0.0207
2017-11-13 2017-09-30 13F ANTHEM COM 036752103 27,350 1,074 4.09 5,187 4.66 0.0180
2017-08-14 2017-06-30 13F ANTHEM COM 036752103 26,276 1,868 7.65 4,956 22.92 0.0184
2017-05-10 2017-03-31 13F ANTHEM COM 036752103 24,408 -9,863 -28.78 4,032 -18.12 0.0156
2017-02-16 2016-12-31 13F ANTHEM COM 036752103 34,271 -14,536 -29.78 4,924 -19.77 0.0209
2016-11-15 2016-09-30 13F ANTHEM COM 036752103 48,807 1,906 4.06 6,137 -0.41 0.0276
2016-08-17 2016-06-30 13F ANTHEM COM 036752103 46,901 46,901 0.00 6,162 0.0285
2016-05-16 2016-03-31 13F ANTHEM COM 036752103 0 -28,286 -100.00 0 -100.00
2016-03-21 2015-12-31 13F/A-2 ANTHEM COM 036752103 28,286 606 2.19 3,945 1.78 0.0205
2016-02-26 2015-12-31 13F/A-1 ANTHEM COM 036752103 28,199 -87 3,933 0.0206
2016-02-16 2015-12-31 13F ANTHEM COM 036752103 28,338 6,895
2015-11-16 2015-09-30 13F ANTHEM COM 036752103 27,680 -410 -1.46 3,876 -15.57 0.0218
2015-08-17 2015-06-30 13F/A-1 ANTHEM COM 036752103 28,090 -632 -2.20 4,591 3.54 0.0237
2015-08-17 2015-06-30 13F ANTHEM COM 036752103 25,574 4,197
2015-05-14 2015-03-31 13F ANTHEM COM 036752103 28,722 833 2.99 4,434 26.54 0.0243
2015-02-13 2014-12-31 13F ANTHEM COM 036752103 27,889 27,889 3,504 0.0195
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.