Elevance Health, Inc.
US ˙ NYSE

SecurityELV / Elevance Health, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership851 shares
Latest Disclosed Value $ 249,130
IFP Advisors, Inc reports 9.81% increase in ownership of ELV / Elevance Health, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 851 shares of Elevance Health, Inc. (US:ELV) valued at $249,130 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 775 shares of Elevance Health, Inc.. This represents a change in shares of 9.81% during the quarter. The current value of the position is $332,971 USD.

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)
2026-04-13 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY cs 036752103 851 76 9.81 249 -8.12 0.0052
2026-02-06 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY cs 036752103 775 19 2.51 272 11.07 0.0061
2026-02-06 2025-09-30 13F/A-1 ELEVANCE HEALTH INC FORMERLYCOM cs 036752103 756 52 7.39 244 -18.39 0.0063
2025-12-02 2025-09-30 13F ELEVANCE HEALTH INC FORMERLYCOM cs 036752103 724 20 256 0.0066
2025-07-24 2025-06-30 13F ELEVANCE HEALTH cs 036752103 704 45 6.83 300 4.55 0.0085
2025-05-05 2025-03-31 13F ELEVANCE HEALTH cs 036752103 659 -520 -44.11 287 -34.25 0.0088
2025-02-04 2024-12-31 13F ELEVANCE HEALTH cs 036752103 1,179 22 1.90 435 -27.74 0.0143
2025-02-04 2024-09-30 13F ELEVANCE HEALTH cs 036752103 1,157 303 35.48 603 30.30 0.0217
2024-07-30 2024-06-30 13F ELEVANCE HEALTH cs 036752103 854 98 12.96 463 18.16 0.0184
2024-07-30 2024-03-31 13F ELEVANCE HEALTH cs 036752103 756 -5 -0.66 392 9.22 0.0172
2024-01-09 2023-12-31 13F ELEVANCE HEALTH cs 036752103 761 -1,922 -71.64 359 -69.32 0.0169
2023-10-12 2023-09-30 13F ELEVANCE HEALTH cs 036752103 2,683 1,386 106.86 1,168 102.60 0.0525
2023-08-14 2023-06-30 13F/A-1 ELEVANCE HEALTH cs 036752103 1,297 -124 -8.73 577 82.86 0.0241
2023-08-04 2023-06-30 13F ELEVANCE HEALTH cs 036752103 1,297 -124 288 0.0133
2023-04-18 2023-03-31 13F ELEVANCE HEALTH cs 036752103 1,421 -1,476 -50.95 315 0.0137
2023-02-07 2022-12-31 13F ELEVANCE HEALTH cs 036752103 2,897 -52 -1.76 1 -100.00 0.0180
2022-11-08 2022-09-30 13F ELEVANCE HEALTH cs 036752103 2,949 225 8.26 691 8.48 0.0180
2022-09-06 2022-06-30 13F/A-1 ELEVANCE HEALTH cs 036752103 2,724 0 0.00 637 0.00 0.0204
2022-09-06 2022-03-31 13F/A-1 ELEVANCE HEALTH cs 036752103 2,724 1,581 138.32 637 21.33 0.0204
2022-08-08 2022-03-31 13F ELEVANCE HEALTH INC COM Stock 036752103 991 -152 221 0.0045
2022-01-12 2021-12-31 13F ANTHEM INC COM Stock 036752103 1,143 355 45.05 525 76.77 0.0103
2021-10-06 2021-09-30 13F ANTHEM INC COM Stock 036752103 788 -206 -20.72 297 -22.45 0.0059
2021-07-13 2021-06-30 13F ANTHEM INC COM Stock 036752103 994 199 25.03 383 33.92 0.0079
2021-04-30 2021-03-31 13F ANTHEM INC COM Stock 036752103 795 -108 -11.96 286 -0.35 0.0056
2021-01-25 2020-12-31 13F ANTHEM INC COM Stock 036752103 903 48 5.61 287 25.88 0.0116
2020-10-29 2020-09-30 13F ANTHEM INC COM Stock 036752103 855 -231 -21.27 228 -18.86 0.0136
2020-08-05 2020-06-30 13F ANTHEM INC COM Stock 036752103 1,086 3 0.28 281 8.91 0.0223
2020-05-12 2020-03-31 13F ANTHEM INC COM Stock 036752103 1,083 151 16.20 258 -10.10 0.0260
2020-01-17 2019-12-31 13F ANTHEM INC COM Stock 036752103 932 -588 -38.68 287 -20.28 0.0216
2019-11-07 2019-09-30 13F ANTHEM INC COM Stock 036752103 1,520 987 185.18 360 135.29 0.0241
2019-05-15 2019-03-31 13F ANTHEM Stock 036752103 533 -3,656 -87.28 153 -85.90 0.0209
2019-06-03 2018-12-31 13F/A-10 ANTHEM INC COM Stock 036752103 4,189 -351 -7.73 1,085 -12.78 0.0661
2019-01-23 2018-12-31 13F ANTHEM INC COM Stock 036752103 4,189 4,189 1,085 0.0661
2019-06-03 2018-09-30 13F/A-9 ANTHEM INC COM Stock 036752103 4,540 -280 -5.81 1,244 8.46 0.0507
2018-10-25 2018-09-30 13F ANTHEM INC COM Stock 036752103 4,540 4,540 1,244 0.0507
2019-06-03 2018-06-30 13F/A-8 ANTHEM INC COM Stock 036752103 4,820 -741 -13.32 1,147 -8.31 0.0482
2018-08-07 2018-06-30 13F ANTHEM INC COM Stock 036752103 4,820 21 1,147
2019-06-03 2018-03-31 13F/A-7 ANTHEM INC COM Stock 036752103 5,561 0 0.00 1,251 0.00 0.0567
2018-05-09 2018-03-31 13F ANTHEM INC COM Stock 036752103 4,799 -762 1,054
2019-06-03 2017-12-31 13F/A-6 ANTHEM INC COM Stock 036752103 5,561 -2,520 -31.18 1,251 -18.45 0.0567
2018-01-24 2017-12-31 13F ANTHEM INC COM Stock 036752103 5,561 -2,520 1,251
2017-10-30 2017-09-30 13F ANTHEM INC COM Stock 036752103 8,081 -380 -4.49 1,534 -3.64 0.0609
2019-06-03 2017-06-30 13F/A-5 ANTHEM INC COM Stock 036752103 8,461 1,459 20.84 1,592 37.48 0.0675
2017-07-31 2017-06-30 13F ANTHEM INC COM Stock 036752103 8,461 1,459 1,592
2019-06-03 2017-03-31 13F/A-4 ANTHEM INC COM Stock 036752103 7,002 1,660 31.07 1,158 50.78 0.0504
2017-04-26 2017-03-31 13F ANTHEM INC COM Stock 036752103 7,002 1,660 1,158
2019-06-03 2016-12-31 13F/A-3 ANTHEM INC COM Stock 036752103 5,342 2,249 72.71 768 97.94 0.0371
2017-02-14 2016-12-31 13F ANTHEM INC COM Stock 036752103 5,342 2,249 768
2016-11-04 2016-09-30 13F ANTHEM INC COM Stock 036752103 3,093 8 0.26 388 -4.20 0.0202
2019-06-03 2016-06-30 13F/A-2 ANTHEM INC COM Stock 036752103 3,085 2,552 478.80 405 164.71 0.0226
2016-08-22 2016-06-30 13F ANTHEM INC COM Stock 036752103 3,085 2,552 405
2019-06-03 2016-03-31 13F/A-1 ANTHEM Stock 036752103 533 -2,520 -82.54 153 -64.08 0.0209
2016-05-02 2016-03-31 13F ANTHEM INC COM Stock 036752103 3,090 37 429
2016-02-11 2015-12-31 13F ANTHEM INC COM Stock 036752103 3,053 3,053 426 0.0286
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.