Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionVulcan Value Partners, LLC
Latest Disclosed Ownership296,771 shares
Latest Disclosed Value $ 86,879,710
Vulcan Value Partners, LLC reports 23.16% decrease in ownership of ELV / Elevance Health, Inc.

On May 11, 2026 - Vulcan Value Partners, LLC filed a 13F-HR form disclosing ownership of 296,771 shares of Elevance Health, Inc. (AT:ELV) valued at $86,879,710 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 386,214 shares of Elevance Health, Inc.. This represents a change in shares of -23.16% 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)
2026-05-11 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY Equity 036752103 296,771 -89,443 -23.16 86,880 64,254.81 2.3031
2026-02-09 2025-12-31 13F ELEVANCE HEALTH Equity 036752103 386,214 -32,981 -7.87 135 -99.90 2.4872
2025-11-10 2025-09-30 13F ELEVANCE HEALTH Equity 036752103 419,195 125,464 42.71 135,706 9.59 2.4599
2025-08-13 2025-06-30 13F ELEVANCE HEALTH Equity 036752103 293,731 -85,143 -22.47 123,827 -24.83 2.1829
2025-05-08 2025-03-31 13F ELEVANCE HEALTH Equity 036752103 378,874 -15,018 -3.81 164,734 13.43 3.0938
2025-02-14 2024-12-31 13F ELEVANCE HEALTH Equity 036752103 393,892 114,607 41.04 145,234 0.00 2.4291
2024-11-13 2024-09-30 13F ELEVANCE HEALTH Equity 036752103 279,285 -65,653 -19.03 145,228 77,979.57 2.4310
2024-08-14 2024-06-30 13F ELEVANCE HEALTH Equity 036752103 344,938 -44,802 -11.50 187 -7.92 2.8512
2024-05-15 2024-03-31 13F ELEVANCE HEALTH Equity 036752103 389,740 5,323 1.38 202 11.60 2.9342
2024-02-13 2023-12-31 13F ELEVANCE HEALTH Equity 036752103 384,417 -65,113 -14.48 181 -7.18 2.6623
2023-11-14 2023-09-30 13F ELEVANCE HEALTH Equity 036752103 449,530 -97,288 -17.79 196 -19.42 2.9827
2023-08-14 2023-06-30 13F ELEVANCE HEALTH Equity 036752103 546,818 140,817 34.68 243 29.41 3.0513
2023-05-15 2023-03-31 13F ELEVANCE HEALTH Equity 036752103 406,001 92,403 29.47 187 16.88 2.3679
2023-02-14 2022-12-31 13F ELEVANCE HEALTH Equity 036752103 313,598 -77,455 -19.81 161 -99.91 2.1581
2022-11-14 2022-09-30 13F Elevance Health Equity 036752103 391,053 391,053 177,632 2.0782
2022-03-04 2021-12-31 13F/A-1 ANTHEM Equity 036752103 0 -1,168,878 -100.00 0 -100.00
2022-02-14 2021-12-31 13F ANTHEM Equity 036752103 0 -1,168,878 0
2021-11-15 2021-09-30 13F ANTHEM Equity 036752103 1,168,878 -11,702 -0.99 435,757 -3.33 2.3417
2021-08-16 2021-06-30 13F ANTHEM Equity 036752103 1,180,580 -119,199 -9.17 450,746 -3.39 2.4441
2021-05-17 2021-03-31 13F ANTHEM Equity 036752103 1,299,779 -517,528 -28.48 466,556 -20.04 2.7552
2021-02-16 2020-12-31 13F ANTHEM Equity 036752103 1,817,307 -15,178 -0.83 583,519 18.56 3.7732
2020-11-16 2020-09-30 13F ANTHEM Equity 036752103 1,832,485 5,995 0.33 492,187 2.47 3.8278
2020-08-14 2020-06-30 13F ANTHEM Equity 036752103 1,826,490 96,663 5.59 480,330 22.30 3.7796
2020-05-15 2020-03-31 13F ANTHEM Common Stock 036752103 1,729,827 -135,448 -7.26 392,740 -30.29 4.0705
2020-02-14 2019-12-31 13F Anthem Common Stock 036752103 1,865,275 101,202 5.74 563,369 33.01 4.3233
2019-11-14 2019-09-30 13F ANTHEM Common Stock 036752103 1,764,073 590,037 50.26 423,554 27.84 3.5841
2019-08-14 2019-06-30 13F ANTHEM Common Stock 036752103 1,174,036 1,173,981 2,134,510.91 331,325 2,070,681.25 2.9457
2019-05-16 2019-03-31 13F/A-1 Anthem Common Stock 036752103 55 -2 -3.51 16 6.67 0.0001
2019-05-14 2019-03-31 13F ANTHEM Common Stock 036752103 55 -2 16
2019-02-14 2018-12-31 13F ANTHEM Common Stock 036752103 57 -177 -75.64 15 -76.56 0.0001
2018-11-14 2018-09-30 13F ANTHEM Common Stock 036752103 234 -635,959 -99.96 64 -99.96 0.0005
2018-08-14 2018-06-30 13F ANTHEM Common Stock 036752103 636,193 -667,468 -51.20 151,433 -47.13 1.1714
2018-05-15 2018-03-31 13F ANTHEM Common Stocks 036752103 1,303,661 -23,622 -1.78 286,414 -4.10 2.3069
2018-02-14 2017-12-31 13F ANTHEM Common Stocks 036752103 1,327,283 454,892 52.14 298,652 80.29 2.4460
2017-11-14 2017-09-30 13F ANTHEM Common Stocks 036752103 872,391 -817,225 -48.37 165,649 -47.89 1.4187
2017-08-14 2017-06-30 13F ANTHEM Common Stocks 036752103 1,689,616 -41,134 -2.38 317,867 11.05 2.8331
2017-05-15 2017-03-31 13F ANTHEM Common Stocks 036752103 1,730,750 -1,319,569 -43.26 286,231 -34.73 2.4714
2017-02-14 2016-12-31 13F ANTHEM Common Stocks 036752103 3,050,319 -111,728 -3.53 438,544 10.68 3.9065
2016-11-14 2016-09-30 13F ANTHEM Common Stocks 036752103 3,162,047 571,771 22.07 396,236 16.47 3.6394
2016-08-15 2016-06-30 13F ANTHEM Common Stocks 036752103 2,590,276 3,691 0.14 340,207 -5.37 3.3460
2016-05-18 2016-03-31 13F ANTHEM Common Stocks 036752103 2,586,585 41,008 1.61 359,509 1.28 3.2307
2016-02-16 2015-12-31 13F ANTHEM Common Stocks 036752103 2,545,577 1,029,406 67.90 354,956 67.22 3.3001
2015-11-16 2015-09-30 13F ANTHEM Common Stocks 036752103 1,516,171 763,034 101.31 212,264 71.71 2.0569
2015-08-14 2015-06-30 13F ANTHEM Common Stocks 036752103 753,137 237,934 46.18 123,620 55.39 1.1709
2015-05-15 2015-03-31 13F ANTHEM COM 036752103 515,203 -695,129 -57.43 79,553 -47.70 0.7923
2015-02-17 2014-12-31 13F ANTHEM COM 036752103 1,210,332 1,210,332 152,103 1.7236
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.