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 |
|---|---|---|---|---|---|
| WealthBridge Capital Management, LLC | 34,822 | $603.8K | 0.24% | 00.0% | Unchanged |
| Victory Capital Management Inc | 34,066 | $590.7K | 0.00% | +10,531+44.7% | Added |
| Captrust Financial Advisors | 34,002 | $589.6K | 0.00% | +1,050+3.2% | Added |
| Pictet Asset Management SA | 33,838 | $586.8K | 0.00% | +9,926+41.5% | Added |
| Handelsbanken Fonder AB | 32,600 | $565.0K | 0.00% | +200+0.6% | Added |
| Stratos Wealth Partners, LTD. | 32,233 | $558.9K | 0.01% | −1,208−3.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 31,717 | $550.0K | 0.00% | +1,152+3.8% | Added |
| Principal Financial Group Inc | 30,172 | $523.2K | 0.00% | −51,511−63.1% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 29,950 | $519.0K | 0.01% | +10,258+52.1% | Added |
| PDS Planning, Inc | 28,782 | $499.1K | 0.06% | +70+0.2% | Added |
| Sequoia Financial Advisors, LLC | 27,539 | $477.5K | 0.01% | +90.0% | Added |
| Capital Fund Management S.A. | 27,436 | $475.7K | 0.01% | +27,436 | New |
| Royal Bank of Canada | 25,172 | $437.0K | 0.00% | +5,414+27.4% | Added |
| Zacks Investment Management | 23,366 | $405.2K | 0.01% | +23,366 | New |
| Everhart Financial Group, Inc. | 22,613 | $392.1K | 0.16% | −18−0.1% | Reduced |
| Envestnet Asset Management Inc | 22,065 | $382.6K | 0.00% | +2,835+14.7% | Added |
| American Century Companies Inc | 20,438 | $354.4K | 0.00% | +3,519+20.8% | Added |
| Maryland State Retirement & Pension System | 20,178 | $349.9K | 0.01% | +5,520+37.7% | Added |
| Holocene Advisors, LP | 18,707 | $324.4K | 0.00% | −34,741−65.0% | Reduced |
| Sherbrooke Park Advisers LLC | 17,725 | $307.4K | 0.16% | +17,725 | New |
| Summit Financial Strategies, Inc. | 17,231 | $298.8K | 0.06% | −14,468−45.6% | Reduced |
| Verition Fund Management LLC | 16,388 | $284.2K | 0.00% | −12,277−42.8% | Reduced |
| Virginia Retirement Systems Et Al | 16,100 | $279.2K | 0.00% | +16,100 | New |
| MetLife Investment Management | 15,721 | $272.6K | 0.00% | +4,764+43.5% | Added |
| Virtu Financial LLC | 15,484 | $268.0K | 0.02% | −55,805−78.3% | Reduced |
| West Branch Capital LLC | 15,442 | $267.8K | 0.13% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 15,203 | $263.6K | 0.01% | 00.0% | Unchanged |
| Utah Retirement Systems | 14,400 | $249.7K | 0.00% | +4,200+41.2% | Added |
| Walleye Trading LLC | 14,392 | $249.6K | 0.01% | +10,913+313.7% | Added |
| Avestar Capital, LLC | 14,314 | $248.2K | 0.04% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 13,907 | $241.1K | 0.02% | +13,907 | New |
| G2 Capital Management, LLC | 13,900 | $241.0K | 0.10% | −2,735−16.4% | Reduced |
| Quantbot Technologies LP | 13,514 | $234.3K | 0.02% | −32,704−70.8% | Reduced |
| Hamilton Capital, LLC | 13,420 | $232.7K | 0.02% | 00.0% | Unchanged |
| Jump Financial, LLC | 13,158 | $228.2K | 0.01% | +13,158 | New |
| Mirae Asset Global Investments Co., Ltd. | 13,103 | $227.2K | 0.00% | −4,881−27.1% | Reduced |
| NinePointTwo Capital | 12,983 | $225.0K | 0.09% | +12,983 | New |
| Neuberger Berman Group LLC | 12,307 | $213.4K | 0.00% | +1,204+10.8% | Added |
| Wedbush Securities Inc | 12,000 | $208.0K | 0.01% | −1,166−8.9% | Reduced |
| Boothbay Fund Management, LLC | 11,818 | $204.9K | 0.01% | +11,818 | New |
| AdvisorNet Financial, Inc | 11,556 | $200.4K | 0.02% | +7,300+171.5% | Added |
| Capstone Investment Advisors, LLC | 11,464 | $198.8K | 0.01% | +11,464 | New |
| ASB Consultores, LLC | 11,186 | $194.0K | 0.09% | +2,332+26.3% | Added |
| IAM Advisory, LLC | 10,646 | $184.6K | 0.06% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 10,000 | $173.4K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 9,777 | $169.5K | 0.03% | +9,777 | New |
| Citigroup Inc | 7,658 | $132.8K | 0.00% | −86,130−91.8% | Reduced |
| Tower Research Capital LLC (TRC) | 7,336 | $127.2K | 0.00% | −6,566−47.2% | Reduced |
| SG Americas Securities, LLC | 6,497 | $113.0K | 0.00% | +1,852+39.9% | Added |
| Harbor Capital Advisors, Inc. | 5,272 | $91.4K | 0.02% | −923−14.9% | Reduced |
| Bessemer Group Inc | 5,079 | $88.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 4,845 | $84.0K | 0.00% | +2,092+76.0% | Added |
| Ossiam | 4,749 | $82.3K | 0.00% | +1,918+67.7% | Added |
| Ci Investments Inc. | 4,449 | $77.0K | 0.00% | +4,437+36,975.0% | Added |
| Macquarie Group Ltd | 3,431 | $59.0K | 0.00% | −45,481−93.0% | Reduced |
| Nomura Asset Management Co Ltd | 2,983 | $51.7K | 0.00% | −3,431−53.5% | Reduced |
| Gleason Group, Inc. | 2,150 | $37.3K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,973 | $34.2K | 0.00% | +420+27.0% | Added |
| Van Eck Associates Corp | 1,553 | $27.0K | 0.00% | −130−7.7% | Reduced |
| Huntington National Bank | 1,512 | $26.2K | 0.00% | +1,069+241.3% | Added |
| PEAK6 Investments LLC | 1,505 | $26.1K | 0.00% | +1,505 | New |
| US Bancorp | 1,492 | $25.9K | 0.00% | −933−38.5% | Reduced |
| Quarry LP | 1,161 | $20.1K | 0.01% | +1,161 | New |
| National Bank of Canada | 1,054 | $18.3K | 0.00% | +337+47.0% | Added |
| Signaturefd, LLC | 963 | $16.7K | 0.00% | −181−15.8% | Reduced |
| Point72 Asset Management, L.P. | 881 | $15.3K | 0.00% | −620−41.3% | Reduced |
| The PNC Financial Services Group, Inc. | 877 | $15.2K | 0.00% | +782+823.2% | Added |
| CWM, LLC | 863 | $15.0K | 0.00% | +712+471.5% | Added |
| Covestor Ltd | 384 | $7.00K | 0.01% | −156−28.9% | Reduced |
| Neo Ivy Capital Management | 294 | $5.00K | 0.00% | +294 | New |
| Buck Wealth Strategies, LLC | 260 | $4.51K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 217 | $3.76K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 179 | $3.10K | 0.00% | +59+49.2% | Added |
| J.Safra Asset Management Corp | 171 | $2.96K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 148 | $2.57K | 0.00% | −99−40.1% | Reduced |
| Jefferies Financial Group Inc. | 138 | $2.39K | 0.00% | −27,262−99.5% | Reduced |
| Loomis Sayles & Co L P | 114 | $2.00K | 0.00% | −2,624−95.8% | Reduced |
| Glassman Wealth Services | 90 | $1.56K | 0.00% | +56+164.7% | Added |
| IFP Advisors, Inc | 47 | $1.46K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 52 | $902 | 0.00% | +44+550.0% | Added |
| Quent Capital, LLC | 39 | $676 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 32 | $555 | 0.00% | −160−83.3% | Reduced |
| Parkside Financial Bank & Trust | 30 | $521 | 0.00% | +30 | New |
| JFS Wealth Advisors, LLC | 16 | $278 | 0.00% | +14+700.0% | Added |
| Disciplined Investments, LLC | 5 | $87 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $87 | 0.00% | +5 | New |
| True Wealth Design, LLC | 2 | $35 | 0.00% | +1+100.0% | Added |
| Comerica Bank | 25,304 | $2 | 0.00% | +25,304 | New |
| HRT Financial LP | 0 | $0 | 0.00% | −949,654−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −170,036−100.0% | Sold out |
| Rhenman & Partners Asset Management AB | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −69,470−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −64,205−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −62,494−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −61,778−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −59,298−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −58,513−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −49,504−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −44,187−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −41,214−100.0% | Sold out |