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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 32,952 | $782.6K | 0.00% | −19−0.1% | Reduced |
| Handelsbanken Fonder AB | 32,400 | $770.0K | 0.00% | +7,900+32.2% | Added |
| Summit Financial Strategies, Inc. | 31,699 | $752.9K | 0.15% | −1,588−4.8% | Reduced |
| Bokf, NA | 31,088 | $738.3K | 0.02% | +31,088 | New |
| Cambridge Investment Research Advisors, Inc. | 30,565 | $726.0K | 0.00% | −1,207−3.8% | Reduced |
| PDS Planning, Inc | 28,712 | $681.9K | 0.09% | −5,345−15.7% | Reduced |
| Verition Fund Management LLC | 28,665 | $680.8K | 0.01% | −15,932−35.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,858 | $661.6K | 0.00% | +2,561+10.1% | Added |
| Mackenzie Financial Corp | 27,703 | $657.9K | 0.00% | +27,703 | New |
| Sequoia Financial Advisors, LLC | 27,530 | $653.8K | 0.01% | +91+0.3% | Added |
| Jefferies Financial Group Inc. | 27,400 | $650.8K | 0.01% | +12,110+79.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 26,288 | $624.3K | 0.07% | +26,288 | New |
| PDT Partners, LLC | 25,448 | $604.4K | 0.08% | −126,573−83.3% | Reduced |
| Xponance, Inc. | 24,026 | $570.6K | 0.01% | +14+0.1% | Added |
| Bayesian Capital Management, LP | 23,939 | $568.6K | 0.07% | +23,939 | New |
| Pictet Asset Management SA | 23,912 | $567.9K | 0.00% | +720+3.1% | Added |
| Victory Capital Management Inc | 23,535 | $559.0K | 0.00% | −250−1.1% | Reduced |
| Sciencast Management LP | 22,468 | $543.5K | 0.72% | +22,468 | New |
| Everhart Financial Group, Inc. | 22,631 | $537.5K | 0.24% | +1,206+5.6% | Added |
| Winton Group Ltd | 21,297 | $505.8K | 0.03% | +21,297 | New |
| Squarepoint Ops LLC | 21,171 | $502.8K | 0.00% | −3,716−14.9% | Reduced |
| Ergoteles LLC | 19,978 | $474.5K | 0.02% | +19,978 | New |
| Royal Bank of Canada | 19,758 | $469.0K | 0.00% | −865−4.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 19,692 | $468.0K | 0.01% | +19,692 | New |
| Envestnet Asset Management Inc | 19,230 | $456.7K | 0.00% | +3,955+25.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 17,984 | $427.1K | 0.00% | +5,852+48.2% | Added |
| Point72 Middle East FZE | 17,761 | $421.8K | 0.02% | +10,865+157.6% | Added |
| Parallax Volatility Advisers, L.P. | 16,844 | $400.0K | 0.01% | +16,654+8,765.3% | Added |
| American Century Companies Inc | 16,919 | $395.4K | 0.00% | +1,122+7.1% | Added |
| G2 Capital Management, LLC | 16,635 | $395.1K | 0.17% | −8,365−33.5% | Reduced |
| Landscape Capital Management, L.L.C. | 15,552 | $369.4K | 0.05% | +15,552 | New |
| West Branch Capital LLC | 15,442 | $366.7K | 0.20% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 15,203 | $361.1K | 0.03% | +15,203 | New |
| Beacon Pointe Advisors, LLC | 14,999 | $356.2K | 0.01% | +14,999 | New |
| XTX Topco Ltd | 14,934 | $354.7K | 0.07% | +14,934 | New |
| Maryland State Retirement & Pension System | 14,658 | $348.1K | 0.01% | 00.0% | Unchanged |
| Avestar Capital, LLC | 14,314 | $340.0K | 0.07% | −10,000−41.1% | Reduced |
| United Capital Financial Advisers, LLC | 13,994 | $332.4K | 0.00% | −27,599−66.4% | Reduced |
| Tower Research Capital LLC (TRC) | 13,902 | $330.0K | 0.01% | −6,775−32.8% | Reduced |
| Hamilton Capital, LLC | 13,420 | $318.7K | 0.02% | −7,700−36.5% | Reduced |
| Barclays PLC | 13,226 | $314.1K | 0.00% | −11,863−47.3% | Reduced |
| Wedbush Securities Inc | 13,166 | $313.0K | 0.02% | +13,166 | New |
| Centiva Capital, LP | 13,154 | $312.4K | 0.02% | +13,154 | New |
| Lighthouse Investment Partners, LLC | 13,144 | $312.2K | 0.03% | +13,144 | New |
| O'Neil Global Advisors, Inc. | 11,605 | $276.0K | 0.14% | +11,605 | New |
| Neuberger Berman Group LLC | 11,103 | $263.7K | 0.00% | +99+0.9% | Added |
| MetLife Investment Management | 10,957 | $260.2K | 0.00% | +26+0.2% | Added |
| Weiss Asset Management LP | 10,900 | $258.9K | 0.02% | +10,900 | New |
| IAM Advisory, LLC | 10,646 | $252.8K | 0.09% | 00.0% | Unchanged |
| Advisory Research Inc | 10,500 | $249.4K | 0.04% | +10,500 | New |
| TriaGen Wealth Management LLC | 10,346 | $245.7K | 0.12% | +10,346 | New |
| Utah Retirement Systems | 10,200 | $242.3K | 0.00% | +10,200 | New |
| Symmetry Investments LP | 10,008 | $237.7K | 0.11% | +10,008 | 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 |
| LPL Financial LLC | 9,123 | $216.7K | 0.00% | +9,123 | New |
| ASB Consultores, LLC | 8,854 | $210.3K | 0.08% | +8,854 | New |
| Franklin Resources Inc | 8,456 | $200.8K | 0.00% | +8,456 | New |
| Nomura Asset Management Co Ltd | 6,414 | $152.3K | 0.00% | +6,414 | New |
| Level Financial Advisors, Inc. | 6,231 | $148.0K | 0.09% | −2,331−27.2% | Reduced |
| Harbor Capital Advisors, Inc. | 6,195 | $147.1K | 0.04% | +6,195 | New |
| Bessemer Group Inc | 5,079 | $121.0K | 0.00% | +5,079 | New |
| SG Americas Securities, LLC | 4,645 | $110.0K | 0.00% | +4,645 | New |
| AdvisorNet Financial, Inc | 4,256 | $101.1K | 0.01% | +2,100+97.4% | Added |
| Harvest Fund Management Co., Ltd | 4,151 | $99.0K | 0.02% | +4,151 | New |
| Dark Forest Capital Management LP | 3,676 | $87.3K | 0.02% | +3,660+22,875.0% | Added |
| Walleye Trading LLC | 3,479 | $82.6K | 0.00% | +3,479 | New |
| Simplex Trading, LLC | 3,130 | $74.0K | 0.00% | +3,130 | New |
| Cutler Group LP | 3,067 | $72.0K | 0.01% | −8,999−74.6% | Reduced |
| Ossiam | 2,831 | $67.2K | 0.00% | +853+43.1% | Added |
| American International Group, Inc. | 2,753 | $65.4K | 0.00% | −79−2.8% | Reduced |
| Loomis Sayles & Co L P | 2,738 | $65.0K | 0.00% | +1,612+143.2% | Added |
| US Bancorp | 2,425 | $57.6K | 0.00% | +1,173+93.7% | Added |
| Gleason Group, Inc. | 2,150 | $51.1K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,683 | $40.0K | 0.00% | −1,055−38.5% | Reduced |
| First Horizon Advisors, Inc. | 1,553 | $36.9K | 0.00% | +453+41.2% | Added |
| Point72 Asset Management, L.P. | 1,501 | $35.6K | 0.00% | +1,501 | New |
| Signaturefd, LLC | 1,144 | $27.2K | 0.00% | +420+58.0% | Added |
| National Bank of Canada | 717 | $17.0K | 0.00% | −10−1.4% | Reduced |
| Covestor Ltd | 540 | $13.0K | 0.01% | +2+0.4% | Added |
| Belpointe Asset Management LLC | 524 | $12.4K | 0.00% | +524 | New |
| Huntington National Bank | 443 | $10.5K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 260 | $6.17K | 0.00% | +260 | New |
| Parallel Advisors, LLC | 247 | $5.87K | 0.00% | +95+62.5% | Added |
| Plante Moran Financial Advisors, LLC | 217 | $5.15K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 192 | $4.56K | 0.00% | +192 | New |
| J.Safra Asset Management Corp | 171 | $4.06K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 151 | $4.00K | 0.00% | −185−55.1% | Reduced |
| Ameritas Advisory Services, LLC | 122 | $3.05K | 0.00% | +122 | New |
| Quadrant Capital Group LLC | 120 | $2.85K | 0.00% | +100+500.0% | Added |
| The PNC Financial Services Group, Inc. | 95 | $2.26K | 0.00% | −26−21.5% | Reduced |
| Ellevest, Inc. | 70 | $1.66K | 0.00% | +70 | New |
| IFP Advisors, Inc | 47 | $1.46K | 0.00% | −796−94.4% | Reduced |
| TD Ameritrade Investment Management, LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 39 | $926 | 0.00% | +39 | New |
| Glassman Wealth Services | 34 | $808 | 0.00% | +34 | New |
| Global Retirement Partners, LLC | 28 | $664 | 0.00% | +28 | New |
| Allworth Financial LP | 14 | $333 | 0.00% | +14 | New |
| Northwestern Mutual Wealth Management Co | 8 | $190 | 0.00% | +6+300.0% | Added |
| Disciplined Investments, LLC | 5 | $119 | 0.00% | +3+150.0% | Added |