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agilon health, inc.

AGL
Exchange
NYSE
Industry
Services-Misc Health & Allied Services, NEC
SEC CIK
0001831097

No open-market purchases or sales by agilon health, inc. insiders were filed in the last 90 days; 179 institutions reported holding it in 13F filings for Q2 2026, worth $1.73B in total; no superinvestor holds it.

13F holders, Q4 2021

Institutional positions in agilon health, inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
134
+32 vs. Q3 2021
Shares held
391.2M
+59.0M (+17.8%) vs. Q3 2021
Total value
$10.6B
+$1.88B (+21.6%) vs. Q3 2021
New holders
60
52 more added
Sold out
28
17 more reduced

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting AGL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 134 institutions
Q1 2021: 0 institutionsQ2 2021: 92 institutionsQ3 2021: 103 institutionsQ4 2021: 134 institutionsQ1 2022: 126 institutionsQ2 2022: 151 institutionsQ3 2022: 185 institutionsQ4 2022: 173 institutionsQ1 2023: 206 institutionsQ2 2023: 188 institutionsQ3 2023: 184 institutionsQ4 2023: 198 institutionsQ1 2024: 202 institutionsQ2 2024: 205 institutionsQ3 2024: 214 institutionsQ4 2024: 187 institutionsQ1 2025: 200 institutionsQ2 2025: 207 institutionsQ3 2025: 191 institutionsQ4 2025: 197 institutionsQ1 2026: 98 institutionsQ2 2026: 179 institutions
Value heldQ4 2021: $10.6B
Q1 2021: $0Q2 2021: $13.3BQ3 2021: $8.68BQ4 2021: $10.6BQ1 2022: $10.1BQ2 2022: $9.02BQ3 2022: $9.91BQ4 2022: $6.97BQ1 2023: $10.6BQ2 2023: $7.67BQ3 2023: $8.05BQ4 2023: $5.64BQ1 2024: $2.71BQ2 2024: $2.98BQ3 2024: $1.69BQ4 2024: $791.2MQ1 2025: $1.74BQ2 2025: $933.0MQ3 2025: $399.6MQ4 2025: $260.3MQ1 2026: $122.2MQ2 2026: $1.73B
Institutions holding AGL and their total value by quarter
QuarterHoldersValue
Q2 2026179$1.73B
Q1 202698$122.2M
Q4 2025197$260.3M
Q3 2025191$399.6M
Q2 2025207$933.0M
Q1 2025200$1.74B
Q4 2024187$791.2M
Q3 2024214$1.69B
Q2 2024205$2.98B
Q1 2024202$2.71B
Q4 2023198$5.64B
Q3 2023184$8.05B
Q2 2023188$7.67B
Q1 2023206$10.6B
Q4 2022173$6.97B
Q3 2022185$9.91B
Q2 2022151$9.02B
Q1 2022126$10.1B
Q4 2021134$10.6B
Q3 2021103$8.68B
Q2 202192$13.3B
Q1 20210$0

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding agilon health, inc.; share changes are against Q3 2021.

Institutions holding AGL in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Ci Investments Inc.9$00.00%00.0%Unchanged
CWM, LLC18$00.00%+18New
The PNC Financial Services Group, Inc.38$1.00K0.00%−26−40.6%Reduced
National Bank of Canada27$1.00K0.00%+27New
Signaturefd, LLC42$1.00K0.00%+42New
Quadrant Capital Group LLC29$1.00K0.00%+29New
Parallel Advisors, LLC26$1.00K0.00%+26New
Bell Investment Advisors, Inc45$1.00K0.00%+45New
Sutton Wealth Advisors Inc.53$1.43K0.00%+53New
Glassman Wealth Services77$2.00K0.00%+55+250.0%Added
First Horizon Advisors, Inc.139$3.00K0.00%+139New
EverSource Wealth Advisors, LLC150$4.00K0.00%+150New
Rockefeller Capital Management L.P.182$4.00K0.00%+182New
Parkside Financial Bank & Trust231$6.00K0.00%+231New
Covestor Ltd300$8.00K0.01%+300New
Captrust Financial Advisors450$12.0K0.00%+450New
Tower Research Capital LLC (TRC)533$14.0K0.00%−28,296−98.2%Reduced
Cutler Group LP700$18.0K0.00%+100+16.7%Added
State of Wyoming733$20.0K0.01%+733New
West Branch Capital LLC1,000$27.0K0.01%00.0%Unchanged
O'Dell Group, LLC1,000$27.0K0.01%+1,000New
Level Financial Advisors, Inc.1,000$27.0K0.02%+1,000New
Advisor Group Holdings, Inc.1,669$47.0K0.00%+1,502+899.4%Added
AdvisorNet Financial, Inc2,165$58.0K0.00%+2,165New
American International Group, Inc.3,083$83.0K0.00%+1,783+137.2%Added
Simplex Trading, LLC3,316$89.0K0.00%+3,070+1,248.0%Added
Trinity Financial Advisors LLC7,410$200.0K0.12%+7,410New
Dimensional Fund Advisors LP7,523$203.0K0.00%+7,523New
Magnolia Capital Advisors LLC7,610$205.0K0.06%+7,610New
Astoria Strategic Wealth, Inc.8,493$229.0K0.09%+8,493New
JPMorgan Chase & Co8,746$237.0K0.00%+799+10.1%Added
Utah Retirement Systems8,800$238.0K0.00%+8,800New
Centiva Capital, LP9,017$243.0K0.02%+9,017New
Beacon Pointe Advisors, LLC9,056$245.0K0.01%+9,056New
PEAK6 Investments LLC9,275$250.0K0.01%+9,275New
Citigroup Inc10,475$283.0K0.00%+5,184+98.0%Added
Metropolitan Life Insurance Co10,621$286.8K0.00%+6,258+143.4%Added
New York Life Investments Alternatives11,271$304.0K0.20%+2,854+33.9%Added
Royal Bank of Canada11,590$313.0K0.00%+9,113+367.9%Added
Renaissance Technologies LLC11,600$313.0K0.00%+11,600New
Wells Fargo & Company12,113$327.0K0.00%+9,804+424.6%Added
Jane Street Group, LLC12,446$336.0K0.00%−57,049−82.1%Reduced
Maryland State Retirement & Pension System12,803$346.0K0.01%+12,803New
Y-Intercept (Hong Kong) Ltd13,521$365.0K0.09%+13,521New
Jefferies Group LLC14,141$381.8K0.01%+349+2.5%Added
Nomura Holdings Inc14,288$386.0K0.00%+14,288New
Parallax Volatility Advisers, L.P.14,834$401.0K0.00%+14,834New
Walleye Capital LLC16,597$448.0K0.01%+16,597New
CIBC Asset Management Inc16,710$451.0K0.00%+1,068+6.8%Added
Cubist Systematic Strategies, LLC17,354$469.0K0.00%−20,271−53.9%Reduced
Wedbush Securities Inc17,500$473.0K0.02%+17,500New
Xponance, Inc.18,232$492.0K0.01%+18,232New
SEI Investments Co19,212$500.0K0.00%+19,212New
Stratos Wealth Advisors, LLC21,800$589.0K0.04%+21,800New
Everhart Financial Group, Inc.22,618$611.0K0.37%+22,618New
Keeler & Nadler Financial Planning & Wealth Management23,366$630.9K0.58%+23,366New
Victory Capital Management Inc24,052$649.0K0.00%+3,531+17.2%Added
Handelsbanken Fonder AB29,500$796.0K0.00%+29,500New
G2 Capital Management, LLC31,050$838.0K0.31%+31,050New
Amalgamated Bank34,843$941.0K0.01%+22,738+187.8%Added
WealthBridge Capital Management, LLC35,050$946.0K0.35%+35,050New
PDS Planning, Inc35,080$947.0K0.18%+35,080New
Cambridge Investment Research Advisors, Inc.35,917$970.0K0.00%+35,917New
Credit Suisse AG36,489$986.0K0.00%+9,498+35.2%Added
WC Walker & Associates, Inc.54,711$1.07M0.53%+54,711New
Stratos Wealth Partners, LTD.40,190$1.08M0.02%+40,190New
Summit Global Investments42,200$1.14M0.07%+23,900+130.6%Added
UBS Group AG46,725$1.26M0.00%+12,803+37.7%Added
Susquehanna International Group, LLP48,149$1.30M0.00%−790−1.6%Reduced
Hamilton Capital, LLC49,195$1.33M0.10%+49,195New
Treasurer of the State of North Carolina60,509$1.63M0.01%+35,990+146.8%Added
Budros, Ruhlin & Roe, Inc.63,813$1.72M0.19%+63,813New
Principal Financial Group Inc64,511$1.74M0.00%+64,511New
Renaissance Capital LLC68,053$1.84M0.47%+35,440+108.7%Added
UBS Asset Management Americas Inc78,513$2.12M0.00%+52,354+200.1%Added
Voya Investment Management LLC78,965$2.13M0.00%+58,121+278.8%Added
Prudential Financial Inc83,660$2.32M0.00%+6,730+8.7%Added
Public Employees Retirement System of Ohio89,928$2.43M0.01%+51,932+136.7%Added
California State Teachers Retirement System91,439$2.47M0.00%+32,144+54.2%Added
Legal & General Group Plc99,365$2.68M0.00%+91,179+1,113.8%Added
Sirios Capital Management L P111,549$3.01M0.34%+111,549New
Invesco Ltd.112,548$3.04M0.00%+53,825+91.7%Added
Alliancebernstein L.P.114,818$3.10M0.00%+84,679+281.0%Added
Employees Retirement System of Texas120,000$3.24M0.04%+120,000New
Ghisallo Capital Management LLC125,000$3.38M0.17%−1,075,000−89.6%Reduced
Integral Health Asset Management, LLC125,000$3.38M0.94%−55,000−30.6%Reduced
Parametric Portfolio Associates LLC132,070$3.57M0.00%+132,070New
Holocene Advisors, LP148,439$4.01M0.02%+148,439New
Prosight Management, LP150,000$4.05M2.70%+40,490+37.0%Added
Rhumbline Advisers153,904$4.16M0.01%+97,407+172.4%Added
PDT Partners, LLC160,000$4.32M0.33%+160,000New
Bridgewater Associates, LP181,783$4.91M0.03%+23,206+14.6%Added
Yarger Wealth Strategies, LLC181,846$4.91M5.29%+181,846New
Bank of Montreal186,312$5.09M0.00%−17,855−8.7%Reduced
New York State Common Retirement Fund189,600$5.12M0.01%+133,300+236.8%Added
Brookfield Asset Management Inc.190,000$5.13M0.02%−535,735−73.8%Reduced
Pura Vida Investments, LLC231,197$6.24M0.65%−216,205−48.3%Reduced
Toronto Dominion Bank247,400$6.68M0.01%+247,400New
Checchi Capital Advisers, LLC250,000$6.75M0.75%+250,000New
Voloridge Investment Management, LLC263,475$7.11M0.04%+263,475New