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, Q3 2022
Institutional positions in agilon health, inc. as of Sep 30, 2022. 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
- 185
- +34 vs. Q2 2022
- Shares held
- 423.4M
- +10.4M (+2.5%) vs. Q2 2022
- Total value
- $9.91B
- +$889.9M (+9.9%) vs. Q2 2022
- New holders
- 53
- 75 more added
- Sold out
- 19
- 41 more reduced
Compare with Q2 2022: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 179 | $1.73B |
| Q1 2026 | 98 | $122.2M |
| Q4 2025 | 197 | $260.3M |
| Q3 2025 | 191 | $399.6M |
| Q2 2025 | 207 | $933.0M |
| Q1 2025 | 200 | $1.74B |
| Q4 2024 | 187 | $791.2M |
| Q3 2024 | 214 | $1.69B |
| Q2 2024 | 205 | $2.98B |
| Q1 2024 | 202 | $2.71B |
| Q4 2023 | 198 | $5.64B |
| Q3 2023 | 184 | $8.05B |
| Q2 2023 | 188 | $7.67B |
| Q1 2023 | 206 | $10.6B |
| Q4 2022 | 173 | $6.97B |
| Q3 2022 | 185 | $9.91B |
| Q2 2022 | 151 | $9.02B |
| Q1 2022 | 126 | $10.1B |
| Q4 2021 | 134 | $10.6B |
| Q3 2021 | 103 | $8.68B |
| Q2 2021 | 92 | $13.3B |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding agilon health, inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| TCI Wealth Advisors, Inc. | 2 | $0 | 0.00% | +2 | New |
| Community Bank, N.A. | 5 | $0 | 0.00% | +5 | New |
| Neo Ivy Capital Management | 4 | $0 | 0.00% | +4 | New |
| Lindbrook Capital, LLC | 10 | $0 | 0.00% | +10 | New |
| Disciplined Investments, LLC | 2 | $0 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 3 | $0 | 0.00% | +3 | New |
| Schubert & Co | 6 | $0 | 0.00% | +6 | New |
| Meeder Asset Management Inc | 56 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 68 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 45 | $1.00K | 0.00% | +45 | New |
| Wipfli Financial Advisors LLC, | 59 | $1.00K | 0.00% | +59 | New |
| Ellevest, Inc. | 78 | $2.00K | 0.00% | +7+9.9% | Added |
| Capital Advisors, Ltd. LLC | 68 | $2.00K | 0.00% | +55+423.1% | Added |
| Assetmark, Inc | 73 | $2.00K | 0.00% | +73 | New |
| TD Ameritrade Investment Management, LLC | 103 | $2.00K | 0.00% | +103 | New |
| Signaturefd, LLC | 145 | $3.00K | 0.00% | +145 | New |
| US Bancorp | 176 | $4.00K | 0.00% | +176 | New |
| Plante Moran Financial Advisors, LLC | 217 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 241 | $6.00K | 0.00% | +144+148.5% | Added |
| Simplex Trading, LLC | 272 | $6.00K | 0.00% | +272 | New |
| The PNC Financial Services Group, Inc. | 440 | $10.0K | 0.00% | +217+97.3% | Added |
| Covestor Ltd | 553 | $13.0K | 0.01% | −13−2.3% | Reduced |
| Allworth Financial LP | 542 | $13.0K | 0.00% | +542 | New |
| American Portfolios Advisors | 627 | $14.7K | 0.00% | +627 | New |
| Brown Brothers Harriman & Co | 632 | $15.0K | 0.00% | +632 | New |
| National Bank of Canada | 699 | $16.0K | 0.00% | +527+306.4% | Added |
| Rockefeller Capital Management L.P. | 782 | $18.0K | 0.00% | −268−25.5% | Reduced |
| Riverview Trust Co | 780 | $18.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,656 | $38.0K | 0.00% | +416+33.5% | Added |
| IFP Advisors, Inc | 1,231 | $38.0K | 0.00% | +865+236.3% | Added |
| Van Eck Associates Corp | 1,935 | $45.0K | 0.00% | +1,935 | New |
| Ossiam | 1,978 | $46.0K | 0.00% | +1,978 | New |
| Loomis Sayles & Co L P | 2,081 | $49.0K | 0.00% | +2,003+2,567.9% | Added |
| AdvisorNet Financial, Inc | 2,150 | $50.0K | 0.01% | −10−0.5% | Reduced |
| Gleason Group, Inc. | 2,150 | $50.0K | 0.02% | 00.0% | Unchanged |
| American International Group, Inc. | 2,897 | $68.0K | 0.00% | +39+1.4% | Added |
| Vigilant Capital Management, LLC | 4,347 | $102.0K | 0.01% | +4,347 | New |
| Cutler Group LP | 5,151 | $120.0K | 0.01% | +4,351+543.9% | Added |
| Tower Research Capital LLC (TRC) | 5,538 | $130.0K | 0.00% | +2,330+72.6% | Added |
| Macquarie Group Ltd | 3,936 | $144.0K | 0.00% | −2,219−36.1% | Reduced |
| Quantamental Technologies LLC | 9,538 | $223.0K | 0.09% | +9,538 | New |
| Utah Retirement Systems | 9,900 | $232.0K | 0.00% | +100+1.0% | Added |
| Wealthfront Advisers LLC | 10,040 | $235.0K | 0.00% | +10,040 | New |
| Pearl River Capital, LLC | 10,336 | $242.0K | 0.04% | +10,336 | New |
| IAM Advisory, LLC | 10,646 | $249.0K | 0.11% | 00.0% | Unchanged |
| Synovus Financial Corp | 10,671 | $251.0K | 0.00% | +518+5.1% | Added |
| Level Financial Advisors, Inc. | 10,893 | $255.0K | 0.19% | −2,331−17.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 11,102 | $260.0K | 0.03% | +11,102 | New |
| American Century Companies Inc | 11,129 | $261.0K | 0.00% | +11,129 | New |
| MetLife Investment Management | 11,211 | $262.6K | 0.00% | +116+1.0% | Added |
| Neuberger Berman Group LLC | 11,414 | $267.0K | 0.00% | −21−0.2% | Reduced |
| Citigroup Inc | 11,667 | $273.0K | 0.00% | −6,335−35.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 11,817 | $277.0K | 0.00% | −2,925−19.8% | Reduced |
| Boothbay Fund Management, LLC | 12,407 | $291.0K | 0.01% | +12,407 | New |
| TriaGen Wealth Management LLC | 12,630 | $296.0K | 0.16% | +12,630 | New |
| Shell Asset Management Co | 13,661 | $320.0K | 0.01% | −3,591−20.8% | Reduced |
| Virginia Retirement Systems Et Al | 13,700 | $320.9K | 0.00% | +13,700 | New |
| Pictet Asset Management SA | 13,911 | $326.0K | 0.00% | +2,738+24.5% | Added |
| Weiss Multi-Strategy Advisers LLC | 14,414 | $338.0K | 0.01% | +14,414 | New |
| Maryland State Retirement & Pension System | 14,658 | $343.0K | 0.03% | +1,855+14.5% | Added |
| Calamos Advisors LLC | 14,981 | $351.0K | 0.00% | −8,721−36.8% | Reduced |
| West Branch Capital LLC | 15,442 | $362.0K | 0.22% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 15,704 | $368.0K | 0.00% | +60.0% | Added |
| Sandia Investment Management LP | 16,000 | $375.0K | 0.06% | +16,000 | New |
| Envestnet Asset Management Inc | 17,343 | $406.0K | 0.00% | +17,343 | New |
| Advisory Research Inc | 17,814 | $417.0K | 0.04% | +6,152+52.8% | Added |
| Bayesian Capital Management, LP | 18,019 | $422.0K | 0.09% | +2,124+13.4% | Added |
| Verition Fund Management LLC | 18,300 | $429.0K | 0.01% | +6,268+52.1% | Added |
| Beacon Pointe Advisors, LLC | 18,397 | $432.0K | 0.01% | +1,441+8.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 18,568 | $434.9K | 0.04% | −31,107−62.6% | Reduced |
| Aigen Investment Management, LP | 19,241 | $451.0K | 0.06% | +19,241 | New |
| Hamilton Capital, LLC | 21,120 | $495.0K | 0.03% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 21,187 | $496.2K | 0.00% | +21,187 | New |
| Royal Bank of Canada | 21,391 | $501.0K | 0.00% | +2,101+10.9% | Added |
| Xponance, Inc. | 21,509 | $504.0K | 0.01% | +778+3.8% | Added |
| Everhart Financial Group, Inc. | 22,100 | $517.0K | 0.29% | −1,081−4.7% | Reduced |
| Victory Capital Management Inc | 23,797 | $557.0K | 0.00% | +942+4.1% | Added |
| Handelsbanken Fonder AB | 24,300 | $569.0K | 0.00% | 00.0% | Unchanged |
| Avestar Capital, LLC | 24,331 | $570.0K | 0.16% | 00.0% | Unchanged |
| Holocene Advisors, LP | 25,093 | $588.0K | 0.00% | +25,093 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,638 | $600.0K | 0.00% | +1,969+8.3% | Added |
| Quadrature Capital Ltd | 26,633 | $624.0K | 0.02% | +26,633 | New |
| Advisor Group Holdings, Inc. | 27,171 | $636.0K | 0.00% | +2,763+11.3% | Added |
| Russell Investments Group, Ltd. | 29,052 | $680.0K | 0.00% | −60,997−67.7% | Reduced |
| D. E. Shaw & Co., Inc. | 30,429 | $713.0K | 0.00% | +30,429 | New |
| Twin Capital Management Inc | 30,769 | $721.0K | 0.10% | −60−0.2% | Reduced |
| G2 Capital Management, LLC | 31,050 | $727.0K | 0.34% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 31,220 | $731.0K | 0.01% | +16,352+110.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 31,582 | $740.0K | 0.00% | −4,896−13.4% | Reduced |
| Captrust Financial Advisors | 32,484 | $761.0K | 0.00% | +31,703+4,059.3% | Added |
| WealthBridge Capital Management, LLC | 35,050 | $765.0K | 0.33% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 33,287 | $780.0K | 0.19% | +33,287 | New |
| United Capital Financial Advisers, LLC | 34,033 | $797.0K | 0.00% | −91−0.3% | Reduced |
| PDS Planning, Inc | 34,149 | $800.0K | 0.15% | −1,104−3.1% | Reduced |
| Vontobel Holding Ltd. | 34,306 | $803.0K | 0.01% | +34,306 | New |
| Natixis | 33,405 | $812.0K | 0.00% | −206,705−86.1% | Reduced |
| Teacher Retirement System of Texas | 35,312 | $827.0K | 0.01% | +3,426+10.7% | Added |
| HSBC Holdings PLC | 34,341 | $829.0K | 0.00% | +34,341 | New |