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, Q2 2023
Institutional positions in agilon health, inc. as of Jun 30, 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
- 188
- −18 vs. Q1 2023
- Shares held
- 442.4M
- −4.78M (−1.1%) vs. Q1 2023
- Total value
- $7.67B
- −$2.95B (−27.8%) vs. Q1 2023
- New holders
- 31
- 97 more added
- Sold out
- 49
- 40 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding agilon health, inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 25,304 | $2 | 0.00% | +25,304 | New |
| True Wealth Design, LLC | 2 | $35 | 0.00% | +1+100.0% | Added |
| Disciplined Investments, LLC | 5 | $87 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $87 | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 16 | $278 | 0.00% | +14+700.0% | Added |
| Parkside Financial Bank & Trust | 30 | $521 | 0.00% | +30 | New |
| Lindbrook Capital, LLC | 32 | $555 | 0.00% | −160−83.3% | Reduced |
| Quent Capital, LLC | 39 | $676 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 52 | $902 | 0.00% | +44+550.0% | Added |
| IFP Advisors, Inc | 47 | $1.46K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 90 | $1.56K | 0.00% | +56+164.7% | Added |
| Loomis Sayles & Co L P | 114 | $2.00K | 0.00% | −2,624−95.8% | Reduced |
| Jefferies Financial Group Inc. | 138 | $2.39K | 0.00% | −27,262−99.5% | Reduced |
| Parallel Advisors, LLC | 148 | $2.57K | 0.00% | −99−40.1% | Reduced |
| J.Safra Asset Management Corp | 171 | $2.96K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 179 | $3.10K | 0.00% | +59+49.2% | Added |
| Plante Moran Financial Advisors, LLC | 217 | $3.76K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 260 | $4.51K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 294 | $5.00K | 0.00% | +294 | New |
| Covestor Ltd | 384 | $7.00K | 0.01% | −156−28.9% | Reduced |
| CWM, LLC | 863 | $15.0K | 0.00% | +712+471.5% | Added |
| The PNC Financial Services Group, Inc. | 877 | $15.2K | 0.00% | +782+823.2% | Added |
| Point72 Asset Management, L.P. | 881 | $15.3K | 0.00% | −620−41.3% | Reduced |
| Signaturefd, LLC | 963 | $16.7K | 0.00% | −181−15.8% | Reduced |
| National Bank of Canada | 1,054 | $18.3K | 0.00% | +337+47.0% | Added |
| Quarry LP | 1,161 | $20.1K | 0.01% | +1,161 | New |
| US Bancorp | 1,492 | $25.9K | 0.00% | −933−38.5% | Reduced |
| PEAK6 Investments LLC | 1,505 | $26.1K | 0.00% | +1,505 | New |
| Huntington National Bank | 1,512 | $26.2K | 0.00% | +1,069+241.3% | Added |
| Van Eck Associates Corp | 1,553 | $27.0K | 0.00% | −130−7.7% | Reduced |
| First Horizon Advisors, Inc. | 1,973 | $34.2K | 0.00% | +420+27.0% | Added |
| Gleason Group, Inc. | 2,150 | $37.3K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 2,983 | $51.7K | 0.00% | −3,431−53.5% | Reduced |
| Macquarie Group Ltd | 3,431 | $59.0K | 0.00% | −45,481−93.0% | Reduced |
| Ci Investments Inc. | 4,449 | $77.0K | 0.00% | +4,437+36,975.0% | Added |
| Ossiam | 4,749 | $82.3K | 0.00% | +1,918+67.7% | Added |
| American International Group, Inc. | 4,845 | $84.0K | 0.00% | +2,092+76.0% | Added |
| Bessemer Group Inc | 5,079 | $88.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 5,272 | $91.4K | 0.02% | −923−14.9% | Reduced |
| SG Americas Securities, LLC | 6,497 | $113.0K | 0.00% | +1,852+39.9% | Added |
| Tower Research Capital LLC (TRC) | 7,336 | $127.2K | 0.00% | −6,566−47.2% | Reduced |
| Citigroup Inc | 7,658 | $132.8K | 0.00% | −86,130−91.8% | Reduced |
| Kapitalo Investimentos Ltda | 9,777 | $169.5K | 0.03% | +9,777 | New |
| Bahl & Gaynor Inc | 10,000 | $173.4K | 0.00% | 00.0% | Unchanged |
| IAM Advisory, LLC | 10,646 | $184.6K | 0.06% | 00.0% | Unchanged |
| ASB Consultores, LLC | 11,186 | $194.0K | 0.09% | +2,332+26.3% | Added |
| Capstone Investment Advisors, LLC | 11,464 | $198.8K | 0.01% | +11,464 | New |
| AdvisorNet Financial, Inc | 11,556 | $200.4K | 0.02% | +7,300+171.5% | Added |
| Boothbay Fund Management, LLC | 11,818 | $204.9K | 0.01% | +11,818 | New |
| Wedbush Securities Inc | 12,000 | $208.0K | 0.01% | −1,166−8.9% | Reduced |
| Neuberger Berman Group LLC | 12,307 | $213.4K | 0.00% | +1,204+10.8% | Added |
| NinePointTwo Capital | 12,983 | $225.0K | 0.09% | +12,983 | New |
| Mirae Asset Global Investments Co., Ltd. | 13,103 | $227.2K | 0.00% | −4,881−27.1% | Reduced |
| Jump Financial, LLC | 13,158 | $228.2K | 0.01% | +13,158 | New |
| Hamilton Capital, LLC | 13,420 | $232.7K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 13,514 | $234.3K | 0.02% | −32,704−70.8% | Reduced |
| G2 Capital Management, LLC | 13,900 | $241.0K | 0.10% | −2,735−16.4% | Reduced |
| Regal Investment Advisors LLC | 13,907 | $241.1K | 0.02% | +13,907 | New |
| Avestar Capital, LLC | 14,314 | $248.2K | 0.04% | 00.0% | Unchanged |
| Walleye Trading LLC | 14,392 | $249.6K | 0.01% | +10,913+313.7% | Added |
| Utah Retirement Systems | 14,400 | $249.7K | 0.00% | +4,200+41.2% | Added |
| Yarbrough Capital, LLC | 15,203 | $263.6K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 15,442 | $267.8K | 0.13% | 00.0% | Unchanged |
| Virtu Financial LLC | 15,484 | $268.0K | 0.02% | −55,805−78.3% | Reduced |
| MetLife Investment Management | 15,721 | $272.6K | 0.00% | +4,764+43.5% | Added |
| Virginia Retirement Systems Et Al | 16,100 | $279.2K | 0.00% | +16,100 | New |
| Verition Fund Management LLC | 16,388 | $284.2K | 0.00% | −12,277−42.8% | Reduced |
| Summit Financial Strategies, Inc. | 17,231 | $298.8K | 0.06% | −14,468−45.6% | Reduced |
| Sherbrooke Park Advisers LLC | 17,725 | $307.4K | 0.16% | +17,725 | New |
| Holocene Advisors, LP | 18,707 | $324.4K | 0.00% | −34,741−65.0% | Reduced |
| Maryland State Retirement & Pension System | 20,178 | $349.9K | 0.01% | +5,520+37.7% | Added |
| American Century Companies Inc | 20,438 | $354.4K | 0.00% | +3,519+20.8% | Added |
| Envestnet Asset Management Inc | 22,065 | $382.6K | 0.00% | +2,835+14.7% | Added |
| Everhart Financial Group, Inc. | 22,613 | $392.1K | 0.16% | −18−0.1% | Reduced |
| Zacks Investment Management | 23,366 | $405.2K | 0.01% | +23,366 | New |
| Royal Bank of Canada | 25,172 | $437.0K | 0.00% | +5,414+27.4% | Added |
| Capital Fund Management S.A. | 27,436 | $475.7K | 0.01% | +27,436 | New |
| Sequoia Financial Advisors, LLC | 27,539 | $477.5K | 0.01% | +90.0% | Added |
| PDS Planning, Inc | 28,782 | $499.1K | 0.06% | +70+0.2% | Added |
| Weiss Multi-Strategy Advisers LLC | 29,950 | $519.0K | 0.01% | +10,258+52.1% | Added |
| Principal Financial Group Inc | 30,172 | $523.2K | 0.00% | −51,511−63.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 31,717 | $550.0K | 0.00% | +1,152+3.8% | Added |
| Stratos Wealth Partners, LTD. | 32,233 | $558.9K | 0.01% | −1,208−3.6% | Reduced |
| Handelsbanken Fonder AB | 32,600 | $565.0K | 0.00% | +200+0.6% | Added |
| Pictet Asset Management SA | 33,838 | $586.8K | 0.00% | +9,926+41.5% | Added |
| Captrust Financial Advisors | 34,002 | $589.6K | 0.00% | +1,050+3.2% | Added |
| Victory Capital Management Inc | 34,066 | $590.7K | 0.00% | +10,531+44.7% | Added |
| WealthBridge Capital Management, LLC | 34,822 | $603.8K | 0.24% | 00.0% | Unchanged |
| Xponance, Inc. | 35,052 | $607.8K | 0.01% | +11,026+45.9% | Added |
| Private Advisor Group, LLC | 35,184 | $610.1K | 0.01% | +35,184 | New |
| Kestra Advisory Services, LLC | 38,259 | $663.4K | 0.01% | −312−0.8% | Reduced |
| PDT Partners, LLC | 40,147 | $696.1K | 0.10% | +14,699+57.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 40,862 | $708.5K | 0.00% | +13,004+46.7% | Added |
| Algert Global LLC | 41,140 | $713.4K | 0.03% | +41,140 | New |
| Teacher Retirement System of Texas | 41,409 | $718.0K | 0.00% | +1,863+4.7% | Added |
| Bailard, Inc. | 42,949 | $744.7K | 0.03% | +792+1.9% | Added |
| Jane Street Group, LLC | 45,137 | $782.7K | 0.00% | −356,120−88.8% | Reduced |
| Advisor Group Holdings, Inc. | 49,381 | $855.5K | 0.00% | −36,478−42.5% | Reduced |
| Seven Grand Managers, LLC | 49,347 | $855.7K | 1.66% | +49,347 | New |
| Amalgamated Bank | 54,355 | $943.0K | 0.01% | +15,275+39.1% | Added |