Position in ELV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$67,733,438
+$5,828,816 QoQ
Shares Held
175,144
-17.2% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#129
of 1,592 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $709,084,664 across 11 Healthcare Plans names. ELV ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
762,851 | $317,063,761 | |
| 2 | CVS |
CVS HEALTH Corp
|
1,791,866 | $185,368,537 | |
| 3 | CI |
Cigna Group
|
347,749 | $95,867,443 | |
| 4 | ELV |
Elevance Health, Inc.
This page
|
175,144 | $67,733,438 | |
| 5 | CNC |
Centene Corp
|
450,504 | $28,917,850 | |
| 6 | HUM |
Humana Inc
|
26,738 | $10,620,868 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
5,989 | $1,369,684 | |
| 8 | ALHC |
Alignment Healthcare, Inc.
|
51,652 | $1,229,834 |
All Filings in ELV
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,733,438 | 175,144 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $61,904,622 | 211,459 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,831,910 | 70,837 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $21,897,519 | 67,769 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $18,992,915 | 48,830 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $13,890,881 | 31,936 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $5,174,928 | 14,028 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,315,000 | 6,375 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,464,105 | 2,702 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $193,933 | 374 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $103,743 | 220 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $94,921 | 218 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $95,966 | 216 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $99,318 | 216 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $149,274 | 291 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $68,136 | 150 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $82,038 | 170 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $43,718 | 89 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $66,286 | 143 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $42,872 | 115 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $46,961 | 123 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $69,277 | 193 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $14,127 | 44 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||