LPL Financial LLC

Position in ELV — Elevance Health, Inc.

CIK 1403438 FORT MILL, SC

Position in ELV

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$67,831,281

+$15,823,073 QoQ

Shares Held

175,397

-1.3% QoQ

Ownership

0.081%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#129

of 1,610 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Healthcare · as of Jun 30, 2026

LPL Financial LLC holds $888,723,922 across 11 Healthcare Plans names. ELV ranks #4 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	1,279,144	$531,650,620
2	CVS	CVS HEALTH Corp	1,555,458	$160,912,130
3	CI	Cigna Group	258,854	$71,360,870
4	ELV	Elevance Health, Inc. This page	175,397	$67,831,281
5	MOH	Molina Healthcare, Inc.	91,704	$20,972,704
6	CNC	Centene Corp	214,600	$13,775,174
7	HUM	Humana Inc	34,055	$13,527,327
8	OSCR	Oscar Health, Inc.	175,663	$5,009,908

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$67,831,281	175,397	-1.3%	Shares	Sole	2026-08-07
2026-03-31	$52,008,208	177,654	+11.5%	Shares	Sole	2026-05-06
2025-12-31	$55,838,758	159,289	-10.5%	Shares	Sole	2026-02-11
2025-09-30	$57,492,418	177,929	-13.5%	Shares	Sole	2025-11-12
2025-06-30	$79,992,735	205,658	+15.6%	Shares	Sole	2025-08-12
2025-03-31	$77,384,168	177,911	+0.4%	Shares	Sole	2025-05-07
2024-12-31	$65,372,400	177,209	-5.8%	Shares	Sole	2025-02-11
2024-09-30	$97,798,480	188,074	+7.8%	Shares	Sole	2024-11-08
2024-06-30	$94,530,186	174,455	+9.7%	Shares	Sole	2024-08-07
2024-03-31	$82,463,934	159,031	+17.1%	Shares	Sole	2024-05-10
2023-12-31	$64,044,921	135,815	+4.4%	Shares	Sole	2024-02-14
2023-09-30	$56,656,850	130,120	-21.6%	Shares	Sole	2023-11-13
2023-06-30	$73,754,361	166,005	+12.5%	Shares	Sole	2023-07-31
2023-03-31	$67,859,679	147,582	-10.6%	Shares	Sole	2023-05-10
2022-12-31	$84,681,600	165,081	+7.5%	Shares	Sole	2023-02-07
2022-09-30	$69,755,365	153,565	+22.1%	Shares	Sole	2022-11-14
2022-06-30	$60,679,126	125,739	+8.0%	Shares	Sole	2022-08-12
2022-03-31	$57,199,130	116,443	+2.3%	Shares	Sole	2022-05-16
2021-12-31	$52,738,799	113,774	+3.9%	Shares	Sole	2022-02-14
2021-09-30	$40,836,512	109,540	+17.3%	Shares	Sole	2021-11-15
2021-06-30	$35,667,756	93,420	+7.8%	Shares	Sole	2021-08-13
2021-03-31	$31,119,888	86,697	+2.5%	Shares	Sole	2021-05-14
2020-12-31	$27,147,838	84,549	+7.0%	Shares	Sole	2021-02-12
2020-09-30	$21,218,072	78,998	+7.5%	Shares	Sole	2020-11-09
2020-06-30	$19,319,562	73,464	+6.6%	Shares	Sole	2020-08-13
2020-03-31	$15,645,099	68,909	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.