STIFEL FINANCIAL CORP

Position in ELV — Elevance Health, Inc.

CIK 720672 ST. LOUIS, MO

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Position in ELV

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$25,940,686

+$2,507,222 QoQ

Shares Held

67,077

-16.2% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#219

of 1,592 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Common Shares in ELV Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

STIFEL FINANCIAL CORP holds $432,988,841 across 10 Healthcare Plans names. ELV ranks #4 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	655,219	$272,328,670
2	CVS	CVS HEALTH Corp	710,358	$73,486,532
3	CI	Cigna Group	103,558	$28,548,867
4	ELV	Elevance Health, Inc. This page	67,077	$25,940,686
5	HUM	Humana Inc	33,176	$13,178,168
6	OSCR	Oscar Health, Inc.	196,226	$5,596,365
7	CNC	Centene Corp	77,143	$4,951,807
8	PGNY	Progyny, Inc.	131,210	$3,782,783

All Filings in ELV

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,940,686	67,077	-16.2%	Shares	Defined	2026-08-12
2026-03-31	$23,433,464	80,046	-2.4%	Shares	Defined	2026-05-12
2025-12-31	$28,735,983	81,974	-16.9%	Shares	Defined	2026-02-13
2025-09-30	$31,890,650	98,696	-86.7%	Shares	Defined	2025-11-12
2025-06-30	$287,916,747	740,222	-1.4%	Shares	Defined	2025-08-14
2025-03-31	$326,587,103	750,844	+7.2%	Shares	Defined	2025-05-14
2024-12-31	$258,488,596	700,701	-1.7%	Shares	Defined	2025-02-13
2024-09-30	$370,774,040	713,027	+309.7%	Shares	Defined	2024-11-14
2024-06-30	$94,310,188	174,049	-7.1%	Shares	Defined	2024-08-13
2024-03-31	$97,158,318	187,369	+7.6%	Shares	Defined	2024-05-14
2023-12-31	$82,094,820	174,092	+2.4%	Shares	Defined	2024-02-12
2023-09-30	$74,023,138	170,004	-2.8%	Shares	Defined	2023-11-13
2023-06-30	$77,710,317	174,909	-9.1%	Shares	Defined	2023-08-14
2023-03-31	$88,489,512	192,448	-7.9%	Shares	Defined	2023-05-12
2022-12-31	$107,237,402	209,052	-1.0%	Shares	Defined	2023-02-13
2022-09-30	$95,955,019	211,243	-0.2%	Shares	Defined	2022-11-14
2022-06-30	$102,147,705	211,670	+19.6%	Shares	Defined	2022-08-15
2022-03-31	$86,923,833	176,955	+0.5%	Shares	Defined	2022-05-13
2021-12-31	$81,604,358	176,046	+0.1%	Shares	Defined	2022-02-14
2021-09-30	$65,586,702	175,930	+1.2%	Shares	Defined	2021-11-15
2021-06-30	$66,343,474	173,765	+10.1%	Shares	Defined	2021-08-13
2021-03-31	$56,675,690	157,893	+0.1%	Shares	Defined	2021-05-14
2020-12-31	$50,650,980	157,747	-1.7%	Shares	Defined	2021-02-12
2020-09-30	$43,082,100	160,401	+1.3%	Shares	Defined	2020-11-16
2020-06-30	$41,627,627	158,292	-18.9%	Shares	Defined	2020-08-14
2020-03-31	$44,298,453	195,113	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.