Position in ELV
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$52,008,208
-$3,830,550 QoQ
Shares Held
177,654
+11.5% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Mar 31, 2026LPL Financial LLC holds $591,841,838 across 11 Healthcare Plans names. ELV ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,271,194 | $343,972,384 | |
| 2 | CVS |
CVS HEALTH Corp
|
1,444,958 | $103,776,883 | |
| 3 | CI |
Cigna Group
|
238,130 | $63,521,177 | |
| 4 | ELV |
Elevance Health, Inc.
This page
|
177,654 | $52,008,208 | |
| 5 | MOH |
Molina Healthcare, Inc.
|
93,974 | $12,526,734 | |
| 6 | CNC |
Centene Corp
|
208,621 | $6,830,251 | |
| 7 | HUM |
Humana Inc
|
31,136 | $5,398,671 | |
| 8 | OSCR |
Oscar Health, Inc.
|
163,566 | $1,876,102 |
All Filings in ELV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,008,208 | 177,654 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $55,838,758 | 159,289 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $57,492,418 | 177,929 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $79,992,735 | 205,658 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $77,384,168 | 177,911 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $65,372,400 | 177,209 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $97,798,480 | 188,074 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $94,530,186 | 174,455 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $82,463,934 | 159,031 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $64,044,921 | 135,815 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $56,656,850 | 130,120 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $73,754,361 | 166,005 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $67,859,679 | 147,582 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $84,681,600 | 165,081 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $69,755,365 | 153,565 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $60,679,126 | 125,739 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $57,199,130 | 116,443 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $52,738,799 | 113,774 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $40,836,512 | 109,540 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $35,667,756 | 93,420 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $31,119,888 | 86,697 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $27,147,838 | 84,549 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $21,218,072 | 78,998 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $19,319,562 | 73,464 | 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. | ||||||