Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionVanguard Group Inc
Latest Disclosed Ownership22,890,772 shares
Ownership 10.13%
Vanguard Group Inc ownership in ELV / Elevance Health, Inc.

2025-05-07 - Vanguard Group Inc has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 22,890,772 shares of Elevance Health, Inc. (AT:ELV). This represents 10.13 percent ownership of the company. In their previous filing dated 2024-02-13 , Vanguard Group Inc had reported owning 21,227,022 shares, indicating an increase of 7.84 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-05-07 2025-05-07 13G/A 21,227,022 22,890,772 7.84 10.13 12.18
2024-02-13 2024-02-13 13G/A 21,473,444 21,227,022 -1.15 9.03 0.44
2023-02-09 2023-02-09 13G/A 18,912,468 21,473,444 13.54 8.99 15.40
2022-02-09 2022-02-09 13G/A 18,954,574 18,912,468 -0.22 7.79 2.23
2021-02-10 2021-02-10 13G/A 19,510,487 18,954,574 -2.85 7.62 -0.91
2020-02-12 2020-02-12 13G/A 19,128,045 19,510,487 2.00 7.69 4.06
2019-02-11 2019-02-11 13G/A 17,803,582 19,128,045 7.44 7.39 6.64
2018-02-12 2018-02-12 13G/A 16,624,975 17,803,582 7.09 6.93 9.83
2017-02-09 2017-02-09 13G/A 15,113,304 16,624,975 10.00 6.31 8.98
2016-02-10 2016-02-10 13G/A 15,113,304 5.79
2015-02-11 2015-02-11 13G 14,399,568 5.33

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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)
2026-01-29 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 23,019,518 20,873 0.09 8,069,492 8.59 0.1170
2025-11-07 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 22,998,645 141,747 0.62 7,431,322 -16.41 0.1112
2025-08-11 2025-06-30 13F ELEVANCE HEALTH COM 036752103 22,856,898 704,790 3.18 8,890,419 -7.73 0.1439
2025-05-09 2025-03-31 13F ELEVANCE HEALTH COM 036752103 22,152,108 666,534 3.10 9,635,281 21.57 0.1742
2025-02-11 2024-12-31 13F ELEVANCE HEALTH COM 036752103 21,485,574 138,380 0.65 7,926,028 -28.60 0.1381
2024-11-13 2024-09-30 13F ELEVANCE HEALTH COM 036752103 21,347,194 140,269 0.66 11,100,541 -3.40 0.1988
2024-08-13 2024-06-30 13F ELEVANCE HEALTH COM 036752103 21,206,925 -24,784 -0.12 11,491,184 4.38 0.2207
2024-05-10 2024-03-31 13F ELEVANCE HEALTH COM 036752103 21,231,709 4,519 0.02 11,009,490 9.99 0.2181
2024-03-11 2023-12-31 13F/A-1 ELEVANCE HEALTH COM 036752103 21,227,190 23,807 0.11 10,009,894 8.42 0.2187
2024-02-14 2023-12-31 13F ELEVANCE HEALTH COM 036752103 21,227,022 23,639 10,009,814 0.1900
2023-12-18 2023-09-30 13F/A-1 ELEVANCE HEALTH COM 036752103 21,203,383 -131,330 -0.62 9,232,377 -2.60 0.2268
2023-11-14 2023-09-30 13F ELEVANCE HEALTH COM 036752103 21,203,383 -131,330 9,232,377 0.0409
2023-08-14 2023-06-30 13F ELEVANCE HEALTH COM 036752103 21,334,713 -137,867 -0.64 9,478,800 -4.00 0.2248
2023-07-14 2023-03-31 13F/A-1 ELEVANCE HEALTH COM 036752103 21,472,580 -864 -0.00 9,873,307 -10.37 0.2514
2023-05-15 2023-03-31 13F ELEVANCE HEALTH COM 036752103 21,472,412 -1,032 9,873,230 0.2515
2023-02-10 2022-12-31 13F ELEVANCE HEALTH COM 036752103 21,473,444 239,661 1.13 11,015,233 14.20 0.2999
2022-11-14 2022-09-30 13F ELEVANCE HEALTH COM 036752103 21,233,783 183,370 0.87 9,645,233 -5.05 0.2837
2022-08-12 2022-06-30 13F ELEVANCE HEALTH COM 036752103 21,050,413 277,518 1.34 10,158,509 -0.45 0.2856
2022-05-13 2022-03-31 13F ANTHEM COM 036752103 20,772,895 1,860,427 9.84 10,204,062 16.40 0.2414
2022-02-14 2021-12-31 13F ANTHEM COM 036752103 18,912,468 -15,598 -0.08 8,766,686 24.24 0.1990
2021-11-12 2021-09-30 13F ANTHEM COM 036752103 18,928,066 17,645 0.09 7,056,384 -2.27 0.1753
2021-08-13 2021-06-30 13F ANTHEM COM 036752103 18,910,421 65,981 0.35 7,219,998 6.74 0.1797
2021-05-14 2021-03-31 13F ANTHEM COM 036752103 18,844,440 -110,134 -0.58 6,764,212 11.14 0.1830
2021-02-12 2020-12-31 13F ANTHEM COM 036752103 18,954,574 -375,159 -1.94 6,086,123 17.23 0.1765
2020-11-16 2020-09-30 13F ANTHEM COM 036752103 19,329,733 -321,519 -1.64 5,191,773 0.46 0.1718
2020-08-14 2020-06-30 13F ANTHEM COM 036752103 19,651,252 -354,942 -1.77 5,167,886 13.77 0.1833
2020-05-15 2020-03-31 13F ANTHEM COM 036752103 20,006,194 495,707 2.54 4,542,206 -22.92 0.1936
2020-02-14 2019-12-31 13F ANTHEM COM 036752103 19,510,487 -4,911 -0.03 5,892,752 25.76 0.2010
2019-11-14 2019-09-30 13F ANTHEM COM 036752103 19,515,398 44,613 0.23 4,685,647 -14.73 0.1738
2019-08-14 2019-06-30 13F ANTHEM COM 036752103 19,470,785 146,654 0.76 5,494,850 -0.92 0.2067
2019-05-15 2019-03-31 13F ANTHEM COM 036752103 19,324,131 196,086 1.03 5,545,640 10.39 0.2176
2019-02-14 2018-12-31 13F ANTHEM COM 036752103 19,128,045 398,571 2.13 5,023,598 -2.13 0.2257
2018-12-13 2018-09-30 13F/A-2 ANTHEM COM 036752103 18,729,474 532,579 2.93 5,132,811 18.50 0.2006
2018-11-23 2018-09-30 13F/A-1 ANTHEM COM 036752103 18,729,474 0 5,132,811 0.2006
2018-11-14 2018-09-30 13F ANTHEM COM 036752103 18,729,474 532,579 5,132,811
2018-08-14 2018-06-30 13F ANTHEM COM 036752103 18,196,895 216,648 1.20 4,331,407 9.65 0.1812
2018-05-15 2018-03-31 13F ANTHEM COM 036752103 17,980,247 176,665 0.99 3,950,261 -1.39 0.1728
2018-02-14 2017-12-31 13F ANTHEM COM 036752103 17,803,582 -174,025 -0.97 4,005,985 17.35 0.1752
2017-11-14 2017-09-30 13F ANTHEM COM 036752103 17,977,607 172,881 0.97 3,413,588 1.91 0.1596
2017-08-24 2017-06-30 13F/A-1 ANTHEM COM 036752103 17,804,726 479,046 2.76 3,349,603 16.90 0.1650
2017-08-11 2017-06-30 13F ANTHEM COM 036752103 17,804,726 479,046 3,349,603
2017-05-12 2017-03-31 13F ANTHEM COM 036752103 17,325,680 700,705 4.21 2,865,321 19.88 0.1473
2017-02-14 2016-12-31 13F ANTHEM COM 036752103 16,624,975 232,327 1.42 2,390,172 16.36 0.1333
2016-11-14 2016-09-30 13F ANTHEM COM 036752103 16,392,648 401,294 2.51 2,054,163 -2.20 0.1207
2016-08-10 2016-06-30 13F ANTHEM COM 036752103 15,991,354 386,213 2.47 2,100,304 -3.17 0.1304
2016-05-13 2016-03-31 13F ANTHEM COM 036752103 15,605,141 491,837 3.25 2,168,959 2.92 0.1405
2016-02-08 2015-12-31 13F ANTHEM COM 036752103 15,113,304 270,474 1.82 2,107,399 1.41 0.1417
2015-11-12 2015-09-30 13F/A-1 ANTHEM COM 036752103 14,842,830 38,454 0.26 2,077,997 -14.49 0.0882
2015-11-12 2015-09-30 13F/A-1 ANTHEM COM 036752103 14,842,830 38,454 2,077,997 0.0882
2015-11-12 2015-09-30 13F ANTHEM COM 036752103 26,390,714 2,530,217
2015-08-13 2015-06-30 13F ANTHEM COM 036752103 14,804,376 58,018 0.39 2,429,989 6.72 0.1643
2015-05-15 2015-03-31 13F/A-1 ANTHEM COM 036752103 14,746,358 346,790 2.41 2,276,985 25.83 0.1544
2015-05-14 2015-03-31 13F ANTHEM COM 036752103 14,746,358 2,276,985
2015-02-12 2014-12-31 13F ANTHEM COM 036752103 14,399,568 14,399,568 1,809,594 0.1303
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.