Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionVident Advisory, LLC
Latest Disclosed Ownership117,473 shares
Latest Disclosed Value $ 34,390,293
Vident Advisory, LLC reports 28.01% increase in ownership of ELV / Elevance Health, Inc.

On May 14, 2026 - Vident Advisory, LLC filed a 13F-HR form disclosing ownership of 117,473 shares of Elevance Health, Inc. (AT:ELV) valued at $34,390,293 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 91,770 shares of Elevance Health, Inc.. This represents a change in shares of 28.01% 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)
2026-05-14 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 117,473 25,703 28.01 34,390 6.90 0.0930
2026-02-18 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 91,770 5,364 6.21 32,170 15.23 0.2929
2025-11-14 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 86,406 22,178 34.53 27,920 11.76 0.2667
2025-08-14 2025-06-30 13F ELEVANCE HEALTH COM 036752103 64,228 14,326 28.71 24,982 15.10 0.2805
2025-05-15 2025-03-31 13F ELEVANCE HEALTH COM 036752103 49,902 6,448 14.84 21,705 35.40 0.3171
2025-02-14 2024-12-31 13F ELEVANCE HEALTH COM 036752103 43,454 33,473 335.37 16,030 208.86 0.2812
2024-11-14 2024-09-30 13F ELEVANCE HEALTH COM 036752103 9,981 7,357 280.37 5,190 264.98 0.1306
2024-08-14 2024-06-30 13F ELEVANCE HEALTH COM 036752103 2,624 -58,463 -95.70 1,422 -95.51 0.0393
2024-05-14 2024-03-31 13F ELEVANCE HEALTH COM 036752103 61,087 10,573 20.93 31,676 32.98 0.6599
2024-02-14 2023-12-31 13F ELEVANCE HEALTH COM 036752103 50,514 7,417 17.21 23,820 26.94 0.5987
2024-02-21 2023-09-30 13F/A-01 ELEVANCE HEALTH COM 036752103 43,097 43,097 18,765 0.5814
2023-11-14 2023-09-30 13F ELEVANCE HEALTH COM 036752103 43,097 43,097 18,765 0.4681
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.