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, Q3 2023
Institutional positions in agilon health, inc. as of Sep 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
- 184
- −3 vs. Q2 2023
- Shares held
- 453.1M
- +10.7M (+2.4%) vs. Q2 2023
- Total value
- $8.05B
- +$373.9M (+4.9%) vs. Q2 2023
- New holders
- 32
- 88 more added
- Sold out
- 35
- 43 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding agilon health, inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 2 | $0 | 0.00% | +2 | New |
| Proequities, Inc. | 1 | $17 | 0.00% | +1 | New |
| JFS Wealth Advisors, LLC | 2 | $36 | 0.00% | −14−87.5% | Reduced |
| True Wealth Design, LLC | 4 | $72 | 0.00% | +2+100.0% | Added |
| HHM Wealth Advisors, LLC | 4 | $72 | 0.00% | +4 | New |
| First Manhattan Co | 9 | $159 | 0.00% | +9 | New |
| Versant Capital Management, Inc | 9 | $160 | 0.00% | +9 | New |
| Macroview Investment Management LLC | 17 | $302 | 0.00% | +17 | New |
| Parkside Financial Bank & Trust | 30 | $533 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 35 | $622 | 0.00% | +3+9.4% | Added |
| Allworth Financial LP | 38 | $675 | 0.00% | +38 | New |
| Farther Finance Advisors, LLC | 46 | $817 | 0.00% | +46 | New |
| Glassman Wealth Services | 56 | $995 | 0.00% | −34−37.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 60 | $1.07K | 0.00% | +8+15.4% | Added |
| Global Retirement Partners, LLC | 59 | $1.09K | 0.00% | +59 | New |
| Northwest Investment Counselors, LLC | 68 | $1.21K | 0.00% | +68 | New |
| Quent Capital, LLC | 72 | $1.28K | 0.00% | +33+84.6% | Added |
| Harbour Investments, Inc. | 77 | $1.37K | 0.00% | +77 | New |
| Valley National Advisers Inc | 85 | $2.00K | 0.00% | +85 | New |
| J.Safra Asset Management Corp | 171 | $3.04K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 184 | $3.27K | 0.00% | +184 | New |
| Parallel Advisors, LLC | 230 | $4.08K | 0.00% | +82+55.4% | Added |
| Buck Wealth Strategies, LLC | 260 | $4.62K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 326 | $6.00K | 0.00% | −4,123−92.7% | Reduced |
| Loomis Sayles & Co L P | 499 | $9.00K | 0.00% | +385+337.7% | Added |
| The PNC Financial Services Group, Inc. | 945 | $16.8K | 0.00% | +68+7.8% | Added |
| Quadrant Capital Group LLC | 1,066 | $18.9K | 0.00% | +887+495.5% | Added |
| Huntington National Bank | 1,069 | $19.0K | 0.00% | −443−29.3% | Reduced |
| National Bank of Canada | 1,076 | $19.5K | 0.00% | +22+2.1% | Added |
| CWM, LLC | 1,585 | $28.0K | 0.00% | +722+83.7% | Added |
| US Bancorp | 1,643 | $29.2K | 0.00% | +151+10.1% | Added |
| Signaturefd, LLC | 1,673 | $29.7K | 0.00% | +710+73.7% | Added |
| First Horizon Advisors, Inc. | 2,042 | $36.3K | 0.00% | +69+3.5% | Added |
| Ronald Blue Trust, Inc. | 2,173 | $38.0K | 0.00% | +2,173 | New |
| Gleason Group, Inc. | 2,150 | $38.2K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,166 | $56.2K | 0.00% | +3,166 | New |
| Macquarie Group Ltd | 3,289 | $58.0K | 0.00% | −142−4.1% | Reduced |
| Ossiam | 4,083 | $72.5K | 0.00% | −666−14.0% | Reduced |
| Van Eck Associates Corp | 4,111 | $73.0K | 0.00% | +2,558+164.7% | Added |
| American International Group, Inc. | 4,769 | $84.7K | 0.00% | −76−1.6% | Reduced |
| Bessemer Group Inc | 5,079 | $90.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5,912 | $105.0K | 0.08% | +5,528+1,439.6% | Added |
| KBC Group NV | 6,313 | $112.0K | 0.00% | +6,313 | New |
| Nomura Asset Management Co Ltd | 6,820 | $121.1K | 0.00% | +3,837+128.6% | Added |
| Harbor Capital Advisors, Inc. | 7,717 | $137.1K | 0.03% | +2,445+46.4% | Added |
| Comerica Bank | 8,119 | $144.2K | 0.00% | −17,185−67.9% | Reduced |
| Bahl & Gaynor Inc | 10,000 | $177.6K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 10,045 | $178.4K | 0.00% | +10,045 | New |
| Toroso Investments, LLC | 10,363 | $184.0K | 0.01% | +10,363 | New |
| IAM Advisory, LLC | 10,646 | $189.1K | 0.07% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 11,685 | $207.5K | 0.02% | −2,222−16.0% | Reduced |
| Wedbush Securities Inc | 12,000 | $213.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12,706 | $225.7K | 0.02% | +1,150+10.0% | Added |
| SG Americas Securities, LLC | 12,886 | $229.0K | 0.00% | +6,389+98.3% | Added |
| Keebeck Alpha, LP | 13,229 | $234.9K | 0.23% | +13,229 | New |
| Hamilton Capital, LLC | 13,420 | $238.3K | 0.02% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 13,900 | $246.9K | 0.11% | 00.0% | Unchanged |
| Avestar Capital, LLC | 14,314 | $254.2K | 0.04% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 14,752 | $262.0K | 0.04% | +14,752 | New |
| Y-Intercept (Hong Kong) Ltd | 15,167 | $269.4K | 0.03% | +15,167 | New |
| West Branch Capital LLC | 15,442 | $274.3K | 0.14% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 15,452 | $274.4K | 0.00% | +2,349+17.9% | Added |
| Utah Retirement Systems | 15,800 | $280.6K | 0.00% | +1,400+9.7% | Added |
| MetLife Investment Management | 16,551 | $293.9K | 0.00% | +830+5.3% | Added |
| Summit Financial Strategies, Inc. | 17,231 | $306.0K | 0.06% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 18,200 | $323.2K | 0.00% | +2,100+13.0% | Added |
| Fox Run Management, L.L.C. | 18,503 | $328.6K | 0.10% | +18,503 | New |
| Algert Global LLC | 18,890 | $335.5K | 0.02% | −22,250−54.1% | Reduced |
| PEAK6 Investments LLC | 19,135 | $339.8K | 0.02% | +17,630+1,171.4% | Added |
| Maryland State Retirement & Pension System | 20,178 | $358.4K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 20,829 | $369.9K | 0.00% | +8,522+69.2% | Added |
| American Century Companies Inc | 21,081 | $374.4K | 0.00% | +643+3.1% | Added |
| Everhart Financial Group, Inc. | 22,356 | $397.0K | 0.17% | −257−1.1% | Reduced |
| Zacks Investment Management | 23,366 | $415.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 23,660 | $420.2K | 0.01% | +16,324+222.5% | Added |
| ExodusPoint Capital Management, LP | 26,078 | $463.0K | 0.01% | −85,163−76.6% | Reduced |
| Royal Bank of Canada | 26,065 | $463.0K | 0.00% | +893+3.5% | Added |
| Citigroup Inc | 26,190 | $465.1K | 0.00% | +18,532+242.0% | Added |
| Aquatic Capital Management LLC | 27,000 | $480.0K | 0.02% | +27,000 | New |
| Sequoia Financial Advisors, LLC | 27,574 | $489.7K | 0.01% | +35+0.1% | Added |
| PDS Planning, Inc | 28,788 | $511.3K | 0.07% | +60.0% | Added |
| Sandia Investment Management LP | 30,000 | $532.8K | 0.15% | +30,000 | New |
| Cambridge Investment Research Advisors, Inc. | 31,702 | $563.0K | 0.00% | −150.0% | Reduced |
| Stratos Wealth Partners, LTD. | 32,225 | $572.3K | 0.01% | −80.0% | Reduced |
| Victory Capital Management Inc | 32,976 | $585.7K | 0.00% | −1,090−3.2% | Reduced |
| Teacher Retirement System of Texas | 33,275 | $591.0K | 0.00% | −8,134−19.6% | Reduced |
| Principal Financial Group Inc | 34,260 | $608.5K | 0.00% | +4,088+13.5% | Added |
| Captrust Financial Advisors | 34,569 | $613.9K | 0.00% | +567+1.7% | Added |
| WealthBridge Capital Management, LLC | 34,822 | $618.4K | 0.26% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 35,145 | $624.2K | 0.01% | −39−0.1% | Reduced |
| Yarbrough Capital, LLC | 35,333 | $627.5K | 0.04% | +20,130+132.4% | Added |
| Pictet Asset Management Holding SA | 35,993 | $639.2K | 0.00% | +35,993 | New |
| Envestnet Asset Management Inc | 36,445 | $647.3K | 0.00% | +14,380+65.2% | Added |
| Xponance, Inc. | 37,685 | $669.3K | 0.01% | +2,633+7.5% | Added |
| Kestra Advisory Services, LLC | 38,571 | $685.0K | 0.01% | +312+0.8% | Added |
| Magnetar Financial LLC | 39,528 | $702.0K | 0.02% | −77,294−66.2% | Reduced |
| Handelsbanken Fonder AB | 42,000 | $746.0K | 0.00% | +9,400+28.8% | Added |
| Bailard, Inc. | 43,752 | $777.0K | 0.03% | +803+1.9% | Added |
| Eaton Financial Holdings Company, LLC | 45,088 | $800.8K | 0.21% | +45,088 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 48,206 | $856.1K | 0.00% | +7,344+18.0% | Added |