Elevance Health, Inc.
AT ˙ WBAG
SecurityAT:ELV / Elevance Health, Inc.
InstitutionEmpowered Funds, LLC
Latest Disclosed Ownership22,901 shares
Latest Disclosed Value $ 6,704,269
Empowered Funds, LLC reports 75.14% decrease in ownership of ELV / Elevance Health, Inc.

On May 15, 2026 - Empowered Funds, LLC filed a 13F-HR form disclosing ownership of 22,901 shares of Elevance Health, Inc. (AT:ELV) valued at $6,704,269 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 92,122 shares of Elevance Health, Inc.. This represents a change in shares of -75.14% 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)
2026-05-15 2026-03-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 22,901 -69,221 -75.14 6,704 -79.24 0.0187
2026-02-11 2025-12-31 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 92,122 27,651 42.89 32,293 55.02 0.2570
2025-11-13 2025-09-30 13F ELEVANCE HEALTH INC FORMERLY COM 036752103 64,471 -23,958 -27.09 20,832 -39.44 0.2104
2025-08-11 2025-06-30 13F ELEVANCE HEALTH COM 036752103 88,429 72,074 440.68 34,395 383.55 0.3893
2025-05-16 2025-03-31 13F ELEVANCE HEALTH COM 036752103 16,355 -45,517 -73.57 7,114 -68.84 0.1012
2025-01-28 2024-12-31 13F ELEVANCE HEALTH COM 036752103 61,872 19,907 47.44 22,825 4.60 0.3336
2024-11-06 2024-09-30 13F ELEVANCE HEALTH COM 036752103 41,965 8,379 24.95 21,822 19.91 0.3432
2024-07-30 2024-06-30 13F ELEVANCE HEALTH COM 036752103 33,586 -245 -0.72 18,199 3.74 0.3149
2024-05-07 2024-03-31 13F/A-1 ELEVANCE HEALTH COM 036752103 33,831 26,733 376.63 17,543 424.11 0.3167
2024-05-06 2024-03-31 13F ELEVANCE HEALTH COM 036752103 33,831 26,733 17,543 0.1515
2024-02-14 2023-12-31 13F ELEVANCE HEALTH COM 036752103 7,098 -4,723 -39.95 3,347 -34.97 0.0840
2023-11-01 2023-09-30 13F ELEVANCE HEALTH COM 036752103 11,821 7,171 154.22 5,147 149.25 0.1518
2023-07-27 2023-06-30 13F ELEVANCE HEALTH COM 036752103 4,650 762 19.60 2,066 15.56 0.0726
2023-04-05 2023-03-31 13F ELEVANCE HEALTH COM 036752103 3,888 403 11.56 1,788 0.00 0.1054
2023-02-21 2022-12-31 13F/A-1 ANIXA BIOSCIENCES COM 036752103 3,485 480 15.97 1,788 30.92 0.1168
2023-01-26 2022-12-31 13F ANIXA BIOSCIENCES COM 036752103 3,485 480 2 0.1168
2022-11-04 2022-09-30 13F ELEVANCE HEALTH COM 036752103 3,005 157 5.51 1,365 -0.66 0.1322
2022-08-01 2022-06-30 13F ELEVANCE HEALTH COM 036752103 2,848 -3,891 -57.74 1,374 -58.49 0.1772
2022-04-21 2022-03-31 13F ANTHEM COM 036752103 6,739 5,060 301.37 3,310 325.45 0.3618
2022-02-10 2021-12-31 13F ANTHEM COM 036752103 1,679 1,679 778 0.0877
2021-11-12 2021-09-30 13F ANTHEM COM 036752103 0 -10,526 -100.00 0 -100.00
2021-11-12 2021-06-30 13F/A-1 ANTHEM COM 036752103 10,526 1,651 18.60 4,019 41.02 0.5102
2021-08-04 2021-06-30 13F ANTHEM COM 036752103 10,526 1,651 4,019 0.5102
2021-05-13 2021-03-31 13F ANTHEM COM 036752103 8,875 0 0.00 2,850 0.00 0.5460
2021-02-02 2020-12-31 13F ANTHEM COM 036752103 8,875 -1,779 -16.70 2,850 -0.42 0.5460
2020-10-26 2020-09-30 13F ANTHEM COM 036752103 10,654 1,330 14.26 2,862 16.72 0.8934
2020-07-16 2020-06-30 13F ANTHEM COM 036752103 9,324 2,170 30.33 2,452 50.99 0.9492
2020-04-16 2020-03-31 13F ANTHEM COM 036752103 7,154 7,154 1,624 0.9367
2020-01-27 2019-12-31 13F ANTHEM COM 036752103 0 -8,234 -100.00 0 -100.00
2019-11-01 2019-09-30 13F ANTHEM COM 036752103 8,234 -1,904 -18.78 1,977 -13.33 0.8606
2018-07-09 2017-12-31 13F/A-1 ANTHEM COM 036752103 10,138 919 9.97 2,281 30.27 1.1443
2018-07-09 2017-09-30 13F/A-1 ANTHEM COM 036752103 9,219 9,219 1,751 1.1363
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.