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, Q1 2023
Institutional positions in agilon health, inc. as of Mar 31, 2023. 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
- 206
- +35 vs. Q4 2022
- Shares held
- 447.2M
- +15.8M (+3.7%) vs. Q4 2022
- Total value
- $10.6B
- +$3.66B (+52.5%) vs. Q4 2022
- New holders
- 61
- 71 more added
- Sold out
- 26
- 57 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding agilon health, inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 32 | $0 | 0.00% | +32 | New |
| Schubert & Co | 1 | $24 | 0.00% | −9−90.0% | Reduced |
| True Wealth Design, LLC | 1 | $24 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $48 | 0.00% | −19−90.5% | Reduced |
| Disciplined Investments, LLC | 5 | $119 | 0.00% | +3+150.0% | Added |
| Northwestern Mutual Wealth Management Co | 8 | $190 | 0.00% | +6+300.0% | Added |
| Allworth Financial LP | 14 | $333 | 0.00% | +14 | New |
| Global Retirement Partners, LLC | 28 | $664 | 0.00% | +28 | New |
| Glassman Wealth Services | 34 | $808 | 0.00% | +34 | New |
| Quent Capital, LLC | 39 | $926 | 0.00% | +39 | New |
| TD Ameritrade Investment Management, LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 47 | $1.46K | 0.00% | −796−94.4% | Reduced |
| Ellevest, Inc. | 70 | $1.66K | 0.00% | +70 | New |
| The PNC Financial Services Group, Inc. | 95 | $2.26K | 0.00% | −26−21.5% | Reduced |
| Quadrant Capital Group LLC | 120 | $2.85K | 0.00% | +100+500.0% | Added |
| Ameritas Advisory Services, LLC | 122 | $3.05K | 0.00% | +122 | New |
| CWM, LLC | 151 | $4.00K | 0.00% | −185−55.1% | Reduced |
| J.Safra Asset Management Corp | 171 | $4.06K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 192 | $4.56K | 0.00% | +192 | New |
| Plante Moran Financial Advisors, LLC | 217 | $5.15K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 247 | $5.87K | 0.00% | +95+62.5% | Added |
| Buck Wealth Strategies, LLC | 260 | $6.17K | 0.00% | +260 | New |
| Huntington National Bank | 443 | $10.5K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 524 | $12.4K | 0.00% | +524 | New |
| Covestor Ltd | 540 | $13.0K | 0.01% | +2+0.4% | Added |
| National Bank of Canada | 717 | $17.0K | 0.00% | −10−1.4% | Reduced |
| Signaturefd, LLC | 1,144 | $27.2K | 0.00% | +420+58.0% | Added |
| Point72 Asset Management, L.P. | 1,501 | $35.6K | 0.00% | +1,501 | New |
| First Horizon Advisors, Inc. | 1,553 | $36.9K | 0.00% | +453+41.2% | Added |
| Van Eck Associates Corp | 1,683 | $40.0K | 0.00% | −1,055−38.5% | Reduced |
| Gleason Group, Inc. | 2,150 | $51.1K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 2,425 | $57.6K | 0.00% | +1,173+93.7% | Added |
| Loomis Sayles & Co L P | 2,738 | $65.0K | 0.00% | +1,612+143.2% | Added |
| American International Group, Inc. | 2,753 | $65.4K | 0.00% | −79−2.8% | Reduced |
| Ossiam | 2,831 | $67.2K | 0.00% | +853+43.1% | Added |
| Cutler Group LP | 3,067 | $72.0K | 0.01% | −8,999−74.6% | Reduced |
| Simplex Trading, LLC | 3,130 | $74.0K | 0.00% | +3,130 | New |
| Walleye Trading LLC | 3,479 | $82.6K | 0.00% | +3,479 | New |
| Dark Forest Capital Management LP | 3,676 | $87.3K | 0.02% | +3,660+22,875.0% | Added |
| Harvest Fund Management Co., Ltd | 4,151 | $99.0K | 0.02% | +4,151 | New |
| AdvisorNet Financial, Inc | 4,256 | $101.1K | 0.01% | +2,100+97.4% | Added |
| SG Americas Securities, LLC | 4,645 | $110.0K | 0.00% | +4,645 | New |
| Bessemer Group Inc | 5,079 | $121.0K | 0.00% | +5,079 | New |
| Harbor Capital Advisors, Inc. | 6,195 | $147.1K | 0.04% | +6,195 | New |
| Level Financial Advisors, Inc. | 6,231 | $148.0K | 0.09% | −2,331−27.2% | Reduced |
| Nomura Asset Management Co Ltd | 6,414 | $152.3K | 0.00% | +6,414 | New |
| Franklin Resources Inc | 8,456 | $200.8K | 0.00% | +8,456 | New |
| ASB Consultores, LLC | 8,854 | $210.3K | 0.08% | +8,854 | New |
| LPL Financial LLC | 9,123 | $216.7K | 0.00% | +9,123 | New |
| Bahl & Gaynor Inc | 10,000 | $237.5K | 0.00% | −21,000−67.7% | Reduced |
| Sandia Investment Management LP | 10,000 | $237.5K | 0.04% | −3,000−23.1% | Reduced |
| Symmetry Investments LP | 10,008 | $237.7K | 0.11% | +10,008 | New |
| Utah Retirement Systems | 10,200 | $242.3K | 0.00% | +10,200 | New |
| TriaGen Wealth Management LLC | 10,346 | $245.7K | 0.12% | +10,346 | New |
| Advisory Research Inc | 10,500 | $249.4K | 0.04% | +10,500 | New |
| IAM Advisory, LLC | 10,646 | $252.8K | 0.09% | 00.0% | Unchanged |
| Weiss Asset Management LP | 10,900 | $258.9K | 0.02% | +10,900 | New |
| MetLife Investment Management | 10,957 | $260.2K | 0.00% | +26+0.2% | Added |
| Neuberger Berman Group LLC | 11,103 | $263.7K | 0.00% | +99+0.9% | Added |
| O'Neil Global Advisors, Inc. | 11,605 | $276.0K | 0.14% | +11,605 | New |
| Lighthouse Investment Partners, LLC | 13,144 | $312.2K | 0.03% | +13,144 | New |
| Centiva Capital, LP | 13,154 | $312.4K | 0.02% | +13,154 | New |
| Wedbush Securities Inc | 13,166 | $313.0K | 0.02% | +13,166 | New |
| Barclays PLC | 13,226 | $314.1K | 0.00% | −11,863−47.3% | Reduced |
| Hamilton Capital, LLC | 13,420 | $318.7K | 0.02% | −7,700−36.5% | Reduced |
| Tower Research Capital LLC (TRC) | 13,902 | $330.0K | 0.01% | −6,775−32.8% | Reduced |
| United Capital Financial Advisers, LLC | 13,994 | $332.4K | 0.00% | −27,599−66.4% | Reduced |
| Avestar Capital, LLC | 14,314 | $340.0K | 0.07% | −10,000−41.1% | Reduced |
| Maryland State Retirement & Pension System | 14,658 | $348.1K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 14,934 | $354.7K | 0.07% | +14,934 | New |
| Beacon Pointe Advisors, LLC | 14,999 | $356.2K | 0.01% | +14,999 | New |
| Yarbrough Capital, LLC | 15,203 | $361.1K | 0.03% | +15,203 | New |
| West Branch Capital LLC | 15,442 | $366.7K | 0.20% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 15,552 | $369.4K | 0.05% | +15,552 | New |
| G2 Capital Management, LLC | 16,635 | $395.1K | 0.17% | −8,365−33.5% | Reduced |
| American Century Companies Inc | 16,919 | $395.4K | 0.00% | +1,122+7.1% | Added |
| Parallax Volatility Advisers, L.P. | 16,844 | $400.0K | 0.01% | +16,654+8,765.3% | Added |
| Point72 Middle East FZE | 17,761 | $421.8K | 0.02% | +10,865+157.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 17,984 | $427.1K | 0.00% | +5,852+48.2% | Added |
| Envestnet Asset Management Inc | 19,230 | $456.7K | 0.00% | +3,955+25.9% | Added |
| Weiss Multi-Strategy Advisers LLC | 19,692 | $468.0K | 0.01% | +19,692 | New |
| Royal Bank of Canada | 19,758 | $469.0K | 0.00% | −865−4.2% | Reduced |
| Ergoteles LLC | 19,978 | $474.5K | 0.02% | +19,978 | New |
| Squarepoint Ops LLC | 21,171 | $502.8K | 0.00% | −3,716−14.9% | Reduced |
| Winton Group Ltd | 21,297 | $505.8K | 0.03% | +21,297 | New |
| Everhart Financial Group, Inc. | 22,631 | $537.5K | 0.24% | +1,206+5.6% | Added |
| Sciencast Management LP | 22,468 | $543.5K | 0.72% | +22,468 | New |
| Victory Capital Management Inc | 23,535 | $559.0K | 0.00% | −250−1.1% | Reduced |
| Pictet Asset Management SA | 23,912 | $567.9K | 0.00% | +720+3.1% | Added |
| Bayesian Capital Management, LP | 23,939 | $568.6K | 0.07% | +23,939 | New |
| Xponance, Inc. | 24,026 | $570.6K | 0.01% | +14+0.1% | Added |
| PDT Partners, LLC | 25,448 | $604.4K | 0.08% | −126,573−83.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 26,288 | $624.3K | 0.07% | +26,288 | New |
| Jefferies Financial Group Inc. | 27,400 | $650.8K | 0.01% | +12,110+79.2% | Added |
| Sequoia Financial Advisors, LLC | 27,530 | $653.8K | 0.01% | +91+0.3% | Added |
| Mackenzie Financial Corp | 27,703 | $657.9K | 0.00% | +27,703 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,858 | $661.6K | 0.00% | +2,561+10.1% | Added |
| Verition Fund Management LLC | 28,665 | $680.8K | 0.01% | −15,932−35.7% | Reduced |