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 2022
Institutional positions in agilon health, inc. as of Dec 31, 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
- 173
- −9 vs. Q3 2022
- Shares held
- 431.5M
- +8.19M (+1.9%) vs. Q3 2022
- Total value
- $6.97B
- −$2.95B (−29.7%) vs. Q3 2022
- New holders
- 35
- 63 more added
- Sold out
- 44
- 62 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding agilon health, inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 22 | $0 | 0.00% | −760−97.2% | Reduced |
| TD Ameritrade Investment Management, LLC | 22 | $0 | 0.00% | −81−78.6% | Reduced |
| Ci Investments Inc. | 12 | $0 | 0.00% | +3+33.3% | Added |
| Steward Financial Group LLC | 5 | $0 | 0.00% | +5 | New |
| True Wealth Design, LLC | 1 | $16 | 0.00% | +1 | New |
| Disciplined Investments, LLC | 2 | $32 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2 | $32 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 5 | $81 | 0.00% | +2+66.7% | Added |
| Schubert & Co | 10 | $161 | 0.00% | +4+66.7% | Added |
| Dark Forest Capital Management LP | 16 | $258 | 0.00% | +16 | New |
| Freedom Wealth Alliance, LLC | 17 | $274 | 0.00% | +17 | New |
| Quadrant Capital Group LLC | 20 | $323 | 0.00% | +20 | New |
| JFS Wealth Advisors, LLC | 21 | $339 | 0.00% | +18+600.0% | Added |
| Focused Wealth Management, Inc | 33 | $533 | 0.00% | +33 | New |
| The PNC Financial Services Group, Inc. | 121 | $1.95K | 0.00% | −319−72.5% | Reduced |
| J.Safra Asset Management Corp | 171 | $2.00K | 0.00% | +171 | New |
| Parallel Advisors, LLC | 152 | $2.45K | 0.00% | +107+237.8% | Added |
| Parallax Volatility Advisers, L.P. | 190 | $3.07K | 0.00% | −31,030−99.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 217 | $3.50K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 336 | $5.00K | 0.00% | +95+39.4% | Added |
| Zions Bancorporation, N.A. | 375 | $6.05K | 0.00% | +375 | New |
| Huntington National Bank | 443 | $7.15K | 0.00% | +443 | New |
| Covestor Ltd | 538 | $9.00K | 0.01% | −15−2.7% | Reduced |
| GWM Advisors LLC | 674 | $10.9K | 0.00% | +674 | New |
| Signaturefd, LLC | 724 | $11.7K | 0.00% | +579+399.3% | Added |
| National Bank of Canada | 727 | $11.7K | 0.00% | +28+4.0% | Added |
| Quarry LP | 805 | $13.0K | 0.01% | +805 | New |
| First Horizon Advisors, Inc. | 1,100 | $17.8K | 0.00% | −556−33.6% | Reduced |
| Loomis Sayles & Co L P | 1,126 | $18.0K | 0.00% | −955−45.9% | Reduced |
| US Bancorp | 1,252 | $20.2K | 0.00% | +1,076+611.4% | Added |
| IFP Advisors, Inc | 843 | $26.0K | 0.00% | −388−31.5% | Reduced |
| Ossiam | 1,978 | $31.9K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 2,150 | $34.7K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,156 | $34.8K | 0.00% | +6+0.3% | Added |
| Van Eck Associates Corp | 2,738 | $44.0K | 0.00% | +803+41.5% | Added |
| American International Group, Inc. | 2,832 | $45.7K | 0.00% | −65−2.2% | Reduced |
| Point72 Middle East FZE | 6,896 | $111.3K | 0.01% | +6,896 | New |
| Russell Investments Group, Ltd. | 7,596 | $122.6K | 0.00% | −21,456−73.9% | Reduced |
| Clear Street Markets LLC | 8,132 | $131.0K | 0.03% | +8,132 | New |
| Citigroup Inc | 8,129 | $131.2K | 0.00% | −3,538−30.3% | Reduced |
| Level Financial Advisors, Inc. | 8,562 | $138.0K | 0.09% | −2,331−21.4% | Reduced |
| Citadel Advisors LLC | 9,851 | $159.0K | 0.00% | −30,211−75.4% | Reduced |
| IAM Advisory, LLC | 10,646 | $171.8K | 0.06% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 10,883 | $175.7K | 0.00% | −4,821−30.7% | Reduced |
| MetLife Investment Management | 10,931 | $176.4K | 0.00% | −280−2.5% | Reduced |
| Neuberger Berman Group LLC | 11,004 | $177.6K | 0.00% | −410−3.6% | Reduced |
| Capula Management Ltd | 11,140 | $179.8K | 0.02% | +11,140 | New |
| Blair William & Co | 11,248 | $181.5K | 0.00% | +11,248 | New |
| Shell Asset Management Co | 11,350 | $183.0K | 0.01% | −2,311−16.9% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 11,683 | $188.6K | 0.17% | +11,683 | New |
| Cutler Group LP | 12,066 | $194.0K | 0.02% | +6,915+134.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 12,132 | $195.8K | 0.00% | +315+2.7% | Added |
| Sandia Investment Management LP | 13,000 | $209.8K | 0.04% | −3,000−18.8% | Reduced |
| Aigen Investment Management, LP | 13,095 | $211.4K | 0.03% | −6,146−31.9% | Reduced |
| Kula Investments, LLC | 13,854 | $223.6K | 0.08% | +13,854 | New |
| Canada Pension Plan Investment Board | 14,000 | $226.0K | 0.00% | −111,600−88.9% | Reduced |
| Fox Run Management, L.L.C. | 14,350 | $231.6K | 0.09% | +14,350 | New |
| Maryland State Retirement & Pension System | 14,658 | $236.6K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 15,275 | $246.5K | 0.00% | −2,068−11.9% | Reduced |
| Jefferies Financial Group Inc. | 15,290 | $246.8K | 0.00% | +15,290 | New |
| Pearl River Capital, LLC | 15,296 | $246.9K | 0.04% | +4,960+48.0% | Added |
| West Branch Capital LLC | 15,442 | $249.2K | 0.15% | 00.0% | Unchanged |
| American Century Companies Inc | 15,797 | $255.0K | 0.00% | +4,668+41.9% | Added |
| Capital Fund Management S.A. | 20,552 | $331.7K | 0.01% | +20,552 | New |
| Royal Bank of Canada | 20,623 | $333.0K | 0.00% | −768−3.6% | Reduced |
| Tower Research Capital LLC (TRC) | 20,677 | $334.0K | 0.01% | +15,139+273.4% | Added |
| Hamilton Capital, LLC | 21,120 | $340.9K | 0.02% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 21,425 | $345.8K | 0.17% | −675−3.1% | Reduced |
| Gsa Capital Partners LLP | 21,968 | $355.0K | 0.04% | +21,968 | New |
| Petrus Trust Company, LTA | 22,348 | $360.7K | 0.05% | +22,348 | New |
| Pictet Asset Management SA | 23,192 | $374.0K | 0.00% | +9,281+66.7% | Added |
| Principal Financial Group Inc | 23,391 | $377.5K | 0.00% | −45,111−65.9% | Reduced |
| Victory Capital Management Inc | 23,785 | $383.9K | 0.00% | −12−0.1% | Reduced |
| Xponance, Inc. | 24,012 | $387.6K | 0.01% | +2,503+11.6% | Added |
| Avestar Capital, LLC | 24,314 | $392.4K | 0.08% | −17−0.1% | Reduced |
| Handelsbanken Fonder AB | 24,500 | $395.0K | 0.00% | +200+0.8% | Added |
| Versor Investments LP | 24,700 | $398.7K | 0.03% | +24,700 | New |
| Squarepoint Ops LLC | 24,887 | $401.7K | 0.00% | +24,887 | New |
| G2 Capital Management, LLC | 25,000 | $403.5K | 0.15% | −6,050−19.5% | Reduced |
| SEI Investments Co | 25,008 | $403.8K | 0.00% | −16,347−39.5% | Reduced |
| Barclays PLC | 25,089 | $404.9K | 0.00% | −64,873−72.1% | Reduced |
| Neo Ivy Capital Management | 25,134 | $406.0K | 0.27% | +25,130+628,250.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,297 | $408.3K | 0.00% | −341−1.3% | Reduced |
| Sequoia Financial Advisors, LLC | 27,439 | $442.9K | 0.01% | +27,439 | New |
| Teacher Retirement System of Texas | 31,000 | $500.0K | 0.00% | −4,312−12.2% | Reduced |
| Bahl & Gaynor Inc | 31,000 | $500.3K | 0.00% | +31,000 | New |
| Jump Financial, LLC | 31,075 | $501.6K | 0.03% | +31,075 | New |
| Cambridge Investment Research Advisors, Inc. | 31,772 | $513.0K | 0.00% | +190+0.6% | Added |
| Captrust Financial Advisors | 32,971 | $532.2K | 0.00% | +487+1.5% | Added |
| Summit Financial Strategies, Inc. | 33,287 | $537.3K | 0.12% | 00.0% | Unchanged |
| PDS Planning, Inc | 34,057 | $549.7K | 0.09% | −92−0.3% | Reduced |
| UBS Group AG | 34,388 | $555.0K | 0.00% | −1,711−4.7% | Reduced |
| WealthBridge Capital Management, LLC | 34,936 | $563.9K | 0.24% | −114−0.3% | Reduced |
| Stratos Wealth Partners, LTD. | 35,552 | $573.8K | 0.01% | −20.0% | Reduced |
| Advisor Group Holdings, Inc. | 38,502 | $622.2K | 0.00% | +11,331+41.7% | Added |
| Janus Henderson Group PLC | 39,552 | $638.2K | 0.00% | −30.0% | Reduced |
| Sirios Capital Management L P | 40,286 | $650.2K | 0.12% | −27,910−40.9% | Reduced |
| United Capital Financial Advisers, LLC | 41,593 | $671.3K | 0.00% | +7,560+22.2% | Added |
| Bailard, Inc. | 42,157 | $680.4K | 0.03% | +42,157 | New |
| Amalgamated Bank | 42,827 | $691.0K | 0.01% | +470+1.1% | Added |