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 |
|---|---|---|---|---|---|
| Stratos Wealth Partners, LTD. | 32,225 | $572.3K | 0.01% | −80.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 31,702 | $563.0K | 0.00% | −150.0% | Reduced |
| Sandia Investment Management LP | 30,000 | $532.8K | 0.15% | +30,000 | New |
| PDS Planning, Inc | 28,788 | $511.3K | 0.07% | +60.0% | Added |
| Sequoia Financial Advisors, LLC | 27,574 | $489.7K | 0.01% | +35+0.1% | Added |
| Aquatic Capital Management LLC | 27,000 | $480.0K | 0.02% | +27,000 | New |
| Citigroup Inc | 26,190 | $465.1K | 0.00% | +18,532+242.0% | 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 |
| Tower Research Capital LLC (TRC) | 23,660 | $420.2K | 0.01% | +16,324+222.5% | Added |
| Zacks Investment Management | 23,366 | $415.0K | 0.01% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 22,356 | $397.0K | 0.17% | −257−1.1% | Reduced |
| American Century Companies Inc | 21,081 | $374.4K | 0.00% | +643+3.1% | Added |
| Neuberger Berman Group LLC | 20,829 | $369.9K | 0.00% | +8,522+69.2% | Added |
| Maryland State Retirement & Pension System | 20,178 | $358.4K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 19,135 | $339.8K | 0.02% | +17,630+1,171.4% | Added |
| Algert Global LLC | 18,890 | $335.5K | 0.02% | −22,250−54.1% | Reduced |
| Fox Run Management, L.L.C. | 18,503 | $328.6K | 0.10% | +18,503 | New |
| Virginia Retirement Systems Et Al | 18,200 | $323.2K | 0.00% | +2,100+13.0% | Added |
| Summit Financial Strategies, Inc. | 17,231 | $306.0K | 0.06% | 00.0% | Unchanged |
| MetLife Investment Management | 16,551 | $293.9K | 0.00% | +830+5.3% | Added |
| Utah Retirement Systems | 15,800 | $280.6K | 0.00% | +1,400+9.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 15,452 | $274.4K | 0.00% | +2,349+17.9% | Added |
| West Branch Capital LLC | 15,442 | $274.3K | 0.14% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 15,167 | $269.4K | 0.03% | +15,167 | New |
| Altfest L J & Co Inc | 14,752 | $262.0K | 0.04% | +14,752 | New |
| Avestar Capital, LLC | 14,314 | $254.2K | 0.04% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 13,900 | $246.9K | 0.11% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 13,420 | $238.3K | 0.02% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 13,229 | $234.9K | 0.23% | +13,229 | New |
| SG Americas Securities, LLC | 12,886 | $229.0K | 0.00% | +6,389+98.3% | Added |
| AdvisorNet Financial, Inc | 12,706 | $225.7K | 0.02% | +1,150+10.0% | Added |
| Wedbush Securities Inc | 12,000 | $213.0K | 0.01% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 11,685 | $207.5K | 0.02% | −2,222−16.0% | Reduced |
| IAM Advisory, LLC | 10,646 | $189.1K | 0.07% | 00.0% | Unchanged |
| Toroso Investments, LLC | 10,363 | $184.0K | 0.01% | +10,363 | New |
| Franklin Resources Inc | 10,045 | $178.4K | 0.00% | +10,045 | New |
| Bahl & Gaynor Inc | 10,000 | $177.6K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 8,119 | $144.2K | 0.00% | −17,185−67.9% | Reduced |
| Harbor Capital Advisors, Inc. | 7,717 | $137.1K | 0.03% | +2,445+46.4% | Added |
| Nomura Asset Management Co Ltd | 6,820 | $121.1K | 0.00% | +3,837+128.6% | Added |
| KBC Group NV | 6,313 | $112.0K | 0.00% | +6,313 | New |
| Covestor Ltd | 5,912 | $105.0K | 0.08% | +5,528+1,439.6% | Added |
| Bessemer Group Inc | 5,079 | $90.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 4,769 | $84.7K | 0.00% | −76−1.6% | Reduced |
| Van Eck Associates Corp | 4,111 | $73.0K | 0.00% | +2,558+164.7% | Added |
| Ossiam | 4,083 | $72.5K | 0.00% | −666−14.0% | Reduced |
| Macquarie Group Ltd | 3,289 | $58.0K | 0.00% | −142−4.1% | Reduced |
| Russell Investments Group, Ltd. | 3,166 | $56.2K | 0.00% | +3,166 | New |
| Gleason Group, Inc. | 2,150 | $38.2K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,173 | $38.0K | 0.00% | +2,173 | New |
| First Horizon Advisors, Inc. | 2,042 | $36.3K | 0.00% | +69+3.5% | Added |
| Signaturefd, LLC | 1,673 | $29.7K | 0.00% | +710+73.7% | Added |
| US Bancorp | 1,643 | $29.2K | 0.00% | +151+10.1% | Added |
| CWM, LLC | 1,585 | $28.0K | 0.00% | +722+83.7% | Added |
| National Bank of Canada | 1,076 | $19.5K | 0.00% | +22+2.1% | Added |
| Huntington National Bank | 1,069 | $19.0K | 0.00% | −443−29.3% | Reduced |
| Quadrant Capital Group LLC | 1,066 | $18.9K | 0.00% | +887+495.5% | Added |
| The PNC Financial Services Group, Inc. | 945 | $16.8K | 0.00% | +68+7.8% | Added |
| Loomis Sayles & Co L P | 499 | $9.00K | 0.00% | +385+337.7% | Added |
| Ci Investments Inc. | 326 | $6.00K | 0.00% | −4,123−92.7% | Reduced |
| Buck Wealth Strategies, LLC | 260 | $4.62K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 230 | $4.08K | 0.00% | +82+55.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 184 | $3.27K | 0.00% | +184 | New |
| J.Safra Asset Management Corp | 171 | $3.04K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 85 | $2.00K | 0.00% | +85 | New |
| Harbour Investments, Inc. | 77 | $1.37K | 0.00% | +77 | New |
| Quent Capital, LLC | 72 | $1.28K | 0.00% | +33+84.6% | Added |
| Northwest Investment Counselors, LLC | 68 | $1.21K | 0.00% | +68 | New |
| Global Retirement Partners, LLC | 59 | $1.09K | 0.00% | +59 | New |
| Northwestern Mutual Wealth Management Co | 60 | $1.07K | 0.00% | +8+15.4% | Added |
| Glassman Wealth Services | 56 | $995 | 0.00% | −34−37.8% | Reduced |
| Farther Finance Advisors, LLC | 46 | $817 | 0.00% | +46 | New |
| Allworth Financial LP | 38 | $675 | 0.00% | +38 | New |
| Lindbrook Capital, LLC | 35 | $622 | 0.00% | +3+9.4% | Added |
| Parkside Financial Bank & Trust | 30 | $533 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 17 | $302 | 0.00% | +17 | New |
| Versant Capital Management, Inc | 9 | $160 | 0.00% | +9 | New |
| First Manhattan Co | 9 | $159 | 0.00% | +9 | New |
| True Wealth Design, LLC | 4 | $72 | 0.00% | +2+100.0% | Added |
| HHM Wealth Advisors, LLC | 4 | $72 | 0.00% | +4 | New |
| JFS Wealth Advisors, LLC | 2 | $36 | 0.00% | −14−87.5% | Reduced |
| Proequities, Inc. | 1 | $17 | 0.00% | +1 | New |
| Steward Financial Group LLC | 2 | $0 | 0.00% | +2 | New |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −771,824−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −423,219−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −261,055−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −233,389−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −228,973−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −184,423−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −158,245−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −145,278−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −129,028−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −115,331−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −102,648−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −102,285−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −60,385−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −49,347−100.0% | Sold out |