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 |
|---|---|---|---|---|---|
| Yarbrough Capital, LLC | 35,333 | $443.4K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 35,244 | $442.3K | 0.00% | +99+0.3% | Added |
| WealthBridge Capital Management, LLC | 34,822 | $437.0K | 0.16% | 00.0% | Unchanged |
| Captrust Financial Advisors | 33,687 | $422.8K | 0.00% | −882−2.6% | Reduced |
| Capula Management Ltd | 33,490 | $420.3K | 0.03% | +33,490 | New |
| Public Employees Retirement Association of Colorado | 32,309 | $405.0K | 0.00% | −515,191−94.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 31,803 | $399.0K | 0.00% | +101+0.3% | Added |
| Stratos Wealth Partners, LTD. | 31,225 | $391.9K | 0.01% | −1,000−3.1% | Reduced |
| Royal Bank of Canada | 30,513 | $383.0K | 0.00% | +4,448+17.1% | Added |
| Principal Financial Group Inc | 29,098 | $365.2K | 0.00% | −5,162−15.1% | Reduced |
| Sirios Capital Management L P | 28,945 | $363.3K | 0.07% | −31,030−51.7% | Reduced |
| PDS Planning, Inc | 28,896 | $362.6K | 0.04% | +108+0.4% | Added |
| Advisor Group Holdings, Inc. | 28,536 | $358.1K | 0.00% | −35,782−55.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28,386 | $356.2K | 0.00% | +28,386 | New |
| Centiva Capital, LP | 28,222 | $354.2K | 0.02% | +28,222 | New |
| Gsa Capital Partners LLP | 27,734 | $348.0K | 0.03% | +27,734 | New |
| Sequoia Financial Advisors, LLC | 27,577 | $346.1K | 0.00% | +30.0% | Added |
| Landscape Capital Management, L.L.C. | 26,797 | $336.3K | 0.03% | +26,797 | New |
| American Century Companies Inc | 26,338 | $330.5K | 0.00% | +5,257+24.9% | Added |
| Nomura Holdings Inc | 24,600 | $308.7K | 0.00% | +24,600 | New |
| Bank of Nova Scotia | 24,285 | $304.7K | 0.00% | +24,285 | New |
| New York Life Investment Management LLC | 23,648 | $296.8K | 0.00% | +23,648 | New |
| Zacks Investment Management | 23,366 | $293.2K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 21,132 | $265.2K | 0.00% | +303+1.5% | Added |
| Maryland State Retirement & Pension System | 20,178 | $253.2K | 0.01% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 20,088 | $252.1K | 0.09% | −2,268−10.1% | Reduced |
| Institute for Wealth Management, LLC. | 19,546 | $245.3K | 0.04% | +19,546 | New |
| Swisher Financial Concepts, Inc. | 32,675 | $242.0K | 0.23% | +32,675 | New |
| Qube Research & Technologies Ltd | 18,938 | $237.7K | 0.00% | +18,938 | New |
| Summit Financial Strategies, Inc. | 17,231 | $216.2K | 0.03% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 16,470 | $206.7K | 0.02% | +16,470 | New |
| Mirae Asset Global Investments Co., Ltd. | 16,331 | $205.0K | 0.00% | +879+5.7% | Added |
| MetLife Investment Management | 16,323 | $204.9K | 0.00% | −228−1.4% | Reduced |
| Hoge Financial Services, LLC | 16,132 | $202.5K | 0.20% | +16,132 | New |
| Utah Retirement Systems | 16,100 | $202.1K | 0.00% | +300+1.9% | Added |
| West Branch Capital LLC | 15,442 | $193.8K | 0.09% | 00.0% | Unchanged |
| Duality Advisers, LP | 15,267 | $191.6K | 0.02% | +15,267 | New |
| Raymond James & Associates | 14,673 | $184.1K | 0.00% | +14,673 | New |
| Avestar Capital, LLC | 14,314 | $179.6K | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 13,958 | $175.0K | 0.00% | −19,317−58.1% | Reduced |
| G2 Capital Management, LLC | 13,900 | $174.4K | 0.06% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 13,420 | $168.4K | 0.01% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 12,558 | $157.6K | 0.04% | +12,558 | New |
| Sandia Investment Management LP | 12,500 | $156.9K | 0.11% | −17,500−58.3% | Reduced |
| Harbor Capital Advisors, Inc. | 12,174 | $152.8K | 0.03% | +4,457+57.8% | Added |
| Wedbush Securities Inc | 12,000 | $151.0K | 0.01% | 00.0% | Unchanged |
| Caas Capital Management LP | 12,000 | $150.6K | 0.14% | +12,000 | New |
| Frazier Financial Advisors, LLC | 11,903 | $149.4K | 0.13% | +11,903 | New |
| Toroso Investments, LLC | 11,503 | $144.4K | 0.00% | +1,140+11.0% | Added |
| AdvisorNet Financial, Inc | 11,122 | $139.6K | 0.01% | −1,584−12.5% | Reduced |
| Wolverine Trading, LLC | 10,768 | $135.1K | 0.00% | +10,768 | New |
| Handelsinvest Investeringsforvaltning | 10,164 | $128.0K | 0.05% | +10,164 | New |
| Tower Research Capital LLC (TRC) | 10,044 | $126.1K | 0.00% | −13,616−57.5% | Reduced |
| Bahl & Gaynor Inc | 10,000 | $125.5K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 8,969 | $112.6K | 0.00% | +2,149+31.5% | Added |
| Citigroup Inc | 7,121 | $89.4K | 0.00% | −19,069−72.8% | Reduced |
| Comerica Bank | 6,946 | $87.2K | 0.00% | −1,173−14.4% | Reduced |
| KBC Group NV | 6,313 | $79.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 6,262 | $78.6K | 0.00% | +6,262 | New |
| Leonteq Securities AG | 6,131 | $76.9K | 0.01% | +6,131 | New |
| Bessemer Group Inc | 5,152 | $65.0K | 0.00% | +73+1.4% | Added |
| American International Group, Inc. | 4,643 | $58.3K | 0.00% | −126−2.6% | Reduced |
| Ossiam | 4,083 | $51.2K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 3,753 | $47.0K | 0.11% | +3,753 | New |
| Covestor Ltd | 3,552 | $45.0K | 0.03% | −2,360−39.9% | Reduced |
| Quest Partners LLC | 3,550 | $44.6K | 0.01% | +3,550 | New |
| Ronald Blue Trust, Inc. | 2,173 | $39.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,140 | $26.9K | 0.00% | +98+4.8% | Added |
| Van Eck Associates Corp | 1,736 | $22.0K | 0.00% | −2,375−57.8% | Reduced |
| Russell Investments Group, Ltd. | 1,650 | $20.7K | 0.00% | −1,516−47.9% | Reduced |
| US Bancorp | 1,131 | $14.2K | 0.00% | −512−31.2% | Reduced |
| Huntington National Bank | 1,069 | $13.4K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 762 | $10.0K | 0.00% | +762 | New |
| CWM, LLC | 508 | $6.00K | 0.00% | −1,077−67.9% | Reduced |
| LM Advisors LLC | 447 | $5.62K | 0.00% | +447 | New |
| Lindbrook Capital, LLC | 332 | $4.17K | 0.00% | +297+848.6% | Added |
| The PNC Financial Services Group, Inc. | 330 | $4.14K | 0.00% | −615−65.1% | Reduced |
| Ci Investments Inc. | 319 | $4.00K | 0.00% | −7−2.1% | Reduced |
| Loomis Sayles & Co L P | 270 | $3.00K | 0.00% | −229−45.9% | Reduced |
| Fifth Third Bancorp | 193 | $2.42K | 0.00% | +193 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 184 | $2.23K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 176 | $2.21K | 0.00% | +176 | New |
| Signaturefd, LLC | 95 | $1.19K | 0.00% | −1,578−94.3% | Reduced |
| Quadrant Capital Group LLC | 94 | $1.18K | 0.00% | −972−91.2% | Reduced |
| Valley National Advisers Inc | 100 | $1.00K | 0.00% | +15+17.6% | Added |
| Glassman Wealth Services | 78 | $979 | 0.00% | +22+39.3% | Added |
| Parallel Advisors, LLC | 77 | $966 | 0.00% | −153−66.5% | Reduced |
| GAMMA Investing LLC | 154 | $907 | 0.00% | +154 | New |
| Quent Capital, LLC | 41 | $515 | 0.00% | −31−43.1% | Reduced |
| Global Retirement Partners, LLC | 59 | $442 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 33 | $414 | 0.00% | −13−28.3% | Reduced |
| Parkside Financial Bank & Trust | 30 | $377 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30 | $377 | 0.00% | +30 | New |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $118 | 0.00% | +9 | New |
| HHM Wealth Advisors, LLC | 4 | $51 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4 | $50 | 0.00% | +4 | New |
| True Wealth Design, LLC | 2 | $26 | 0.00% | −2−50.0% | Reduced |
| Proequities, Inc. | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −6,803,079−100.0% | Sold out |
| Engle Capital Management, L.P. | 0 | $0 | 0.00% | −267,000−100.0% | Sold out |