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, Q4 2023
Institutional positions in agilon health, inc. as of Dec 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
- 198
- +16 vs. Q3 2023
- Shares held
- 449.6M
- −3.42M (−0.8%) vs. Q3 2023
- Total value
- $5.64B
- −$2.41B (−29.9%) vs. Q3 2023
- New holders
- 47
- 63 more added
- Sold out
- 31
- 62 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding agilon health, inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Proequities, Inc. | 1 | $12 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $26 | 0.00% | −2−50.0% | Reduced |
| IFP Advisors, Inc | 4 | $50 | 0.00% | +4 | New |
| HHM Wealth Advisors, LLC | 4 | $51 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $118 | 0.00% | +9 | New |
| Parkside Financial Bank & Trust | 30 | $377 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30 | $377 | 0.00% | +30 | New |
| Farther Finance Advisors, LLC | 33 | $414 | 0.00% | −13−28.3% | Reduced |
| Global Retirement Partners, LLC | 59 | $442 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 41 | $515 | 0.00% | −31−43.1% | Reduced |
| GAMMA Investing LLC | 154 | $907 | 0.00% | +154 | New |
| Parallel Advisors, LLC | 77 | $966 | 0.00% | −153−66.5% | Reduced |
| Glassman Wealth Services | 78 | $979 | 0.00% | +22+39.3% | Added |
| Valley National Advisers Inc | 100 | $1.00K | 0.00% | +15+17.6% | Added |
| Quadrant Capital Group LLC | 94 | $1.18K | 0.00% | −972−91.2% | Reduced |
| Signaturefd, LLC | 95 | $1.19K | 0.00% | −1,578−94.3% | Reduced |
| Principal Securities, Inc. | 176 | $2.21K | 0.00% | +176 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 184 | $2.23K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 193 | $2.42K | 0.00% | +193 | New |
| Loomis Sayles & Co L P | 270 | $3.00K | 0.00% | −229−45.9% | Reduced |
| Ci Investments Inc. | 319 | $4.00K | 0.00% | −7−2.1% | Reduced |
| The PNC Financial Services Group, Inc. | 330 | $4.14K | 0.00% | −615−65.1% | Reduced |
| Lindbrook Capital, LLC | 332 | $4.17K | 0.00% | +297+848.6% | Added |
| LM Advisors LLC | 447 | $5.62K | 0.00% | +447 | New |
| CWM, LLC | 508 | $6.00K | 0.00% | −1,077−67.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 762 | $10.0K | 0.00% | +762 | New |
| Huntington National Bank | 1,069 | $13.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,131 | $14.2K | 0.00% | −512−31.2% | Reduced |
| Russell Investments Group, Ltd. | 1,650 | $20.7K | 0.00% | −1,516−47.9% | Reduced |
| Van Eck Associates Corp | 1,736 | $22.0K | 0.00% | −2,375−57.8% | Reduced |
| First Horizon Advisors, Inc. | 2,140 | $26.9K | 0.00% | +98+4.8% | Added |
| Ronald Blue Trust, Inc. | 2,173 | $39.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 3,550 | $44.6K | 0.01% | +3,550 | New |
| Covestor Ltd | 3,552 | $45.0K | 0.03% | −2,360−39.9% | Reduced |
| Neo Ivy Capital Management | 3,753 | $47.0K | 0.11% | +3,753 | New |
| Ossiam | 4,083 | $51.2K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 4,643 | $58.3K | 0.00% | −126−2.6% | Reduced |
| Bessemer Group Inc | 5,152 | $65.0K | 0.00% | +73+1.4% | Added |
| Leonteq Securities AG | 6,131 | $76.9K | 0.01% | +6,131 | New |
| Walleye Capital LLC | 6,262 | $78.6K | 0.00% | +6,262 | New |
| KBC Group NV | 6,313 | $79.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 6,946 | $87.2K | 0.00% | −1,173−14.4% | Reduced |
| Citigroup Inc | 7,121 | $89.4K | 0.00% | −19,069−72.8% | Reduced |
| Nomura Asset Management Co Ltd | 8,969 | $112.6K | 0.00% | +2,149+31.5% | Added |
| Bahl & Gaynor Inc | 10,000 | $125.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,044 | $126.1K | 0.00% | −13,616−57.5% | Reduced |
| Handelsinvest Investeringsforvaltning | 10,164 | $128.0K | 0.05% | +10,164 | New |
| Wolverine Trading, LLC | 10,768 | $135.1K | 0.00% | +10,768 | New |
| AdvisorNet Financial, Inc | 11,122 | $139.6K | 0.01% | −1,584−12.5% | Reduced |
| Toroso Investments, LLC | 11,503 | $144.4K | 0.00% | +1,140+11.0% | Added |
| Frazier Financial Advisors, LLC | 11,903 | $149.4K | 0.13% | +11,903 | New |
| Caas Capital Management LP | 12,000 | $150.6K | 0.14% | +12,000 | New |
| Wedbush Securities Inc | 12,000 | $151.0K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 12,174 | $152.8K | 0.03% | +4,457+57.8% | Added |
| Sandia Investment Management LP | 12,500 | $156.9K | 0.11% | −17,500−58.3% | Reduced |
| Qsemble Capital Management, LP | 12,558 | $157.6K | 0.04% | +12,558 | New |
| Hamilton Capital, LLC | 13,420 | $168.4K | 0.01% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 13,900 | $174.4K | 0.06% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 13,958 | $175.0K | 0.00% | −19,317−58.1% | Reduced |
| Avestar Capital, LLC | 14,314 | $179.6K | 0.02% | 00.0% | Unchanged |
| Raymond James & Associates | 14,673 | $184.1K | 0.00% | +14,673 | New |
| Duality Advisers, LP | 15,267 | $191.6K | 0.02% | +15,267 | New |
| West Branch Capital LLC | 15,442 | $193.8K | 0.09% | 00.0% | Unchanged |
| Utah Retirement Systems | 16,100 | $202.1K | 0.00% | +300+1.9% | Added |
| Hoge Financial Services, LLC | 16,132 | $202.5K | 0.20% | +16,132 | New |
| MetLife Investment Management | 16,323 | $204.9K | 0.00% | −228−1.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 16,331 | $205.0K | 0.00% | +879+5.7% | Added |
| Petrus Trust Company, LTA | 16,470 | $206.7K | 0.02% | +16,470 | New |
| Summit Financial Strategies, Inc. | 17,231 | $216.2K | 0.03% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 18,938 | $237.7K | 0.00% | +18,938 | New |
| Swisher Financial Concepts, Inc. | 32,675 | $242.0K | 0.23% | +32,675 | New |
| Institute for Wealth Management, LLC. | 19,546 | $245.3K | 0.04% | +19,546 | New |
| Everhart Financial Group, Inc. | 20,088 | $252.1K | 0.09% | −2,268−10.1% | Reduced |
| Maryland State Retirement & Pension System | 20,178 | $253.2K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 21,132 | $265.2K | 0.00% | +303+1.5% | Added |
| Zacks Investment Management | 23,366 | $293.2K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 23,648 | $296.8K | 0.00% | +23,648 | New |
| Bank of Nova Scotia | 24,285 | $304.7K | 0.00% | +24,285 | New |
| Nomura Holdings Inc | 24,600 | $308.7K | 0.00% | +24,600 | New |
| American Century Companies Inc | 26,338 | $330.5K | 0.00% | +5,257+24.9% | Added |
| Landscape Capital Management, L.L.C. | 26,797 | $336.3K | 0.03% | +26,797 | New |
| Sequoia Financial Advisors, LLC | 27,577 | $346.1K | 0.00% | +30.0% | Added |
| Gsa Capital Partners LLP | 27,734 | $348.0K | 0.03% | +27,734 | New |
| Centiva Capital, LP | 28,222 | $354.2K | 0.02% | +28,222 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28,386 | $356.2K | 0.00% | +28,386 | New |
| Advisor Group Holdings, Inc. | 28,536 | $358.1K | 0.00% | −35,782−55.6% | Reduced |
| PDS Planning, Inc | 28,896 | $362.6K | 0.04% | +108+0.4% | Added |
| Sirios Capital Management L P | 28,945 | $363.3K | 0.07% | −31,030−51.7% | Reduced |
| Principal Financial Group Inc | 29,098 | $365.2K | 0.00% | −5,162−15.1% | Reduced |
| Royal Bank of Canada | 30,513 | $383.0K | 0.00% | +4,448+17.1% | Added |
| Stratos Wealth Partners, LTD. | 31,225 | $391.9K | 0.01% | −1,000−3.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 31,803 | $399.0K | 0.00% | +101+0.3% | Added |
| Public Employees Retirement Association of Colorado | 32,309 | $405.0K | 0.00% | −515,191−94.1% | Reduced |
| Capula Management Ltd | 33,490 | $420.3K | 0.03% | +33,490 | New |
| Captrust Financial Advisors | 33,687 | $422.8K | 0.00% | −882−2.6% | Reduced |
| WealthBridge Capital Management, LLC | 34,822 | $437.0K | 0.16% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 35,244 | $442.3K | 0.00% | +99+0.3% | Added |
| Yarbrough Capital, LLC | 35,333 | $443.4K | 0.02% | 00.0% | Unchanged |
| Xponance, Inc. | 35,887 | $450.4K | 0.01% | −1,798−4.8% | Reduced |
| Pictet Asset Management Holding SA | 35,993 | $451.7K | 0.00% | 00.0% | Unchanged |