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, Q1 2024
Institutional positions in agilon health, inc. as of Mar 31, 2024. 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
- 202
- +5 vs. Q4 2023
- Shares held
- 444.0M
- −5.60M (−1.2%) vs. Q4 2023
- Total value
- $2.71B
- −$2.93B (−51.9%) vs. Q4 2023
- New holders
- 48
- 71 more added
- Sold out
- 43
- 54 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding agilon health, inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Proequities, Inc. | 3 | $18 | 0.00% | +2+200.0% | Added |
| IFP Advisors, Inc | 4 | $24 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4 | $25 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $57 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 15 | $79 | 0.00% | +15 | New |
| Prestige Wealth Management Group LLC | 30 | $183 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 41 | $250 | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 60 | $366 | 0.00% | +60 | New |
| Northwest Investment Counselors, LLC | 68 | $415 | 0.00% | +68 | New |
| Russell Investments Group, Ltd. | 154 | $939 | 0.00% | −1,496−90.7% | Reduced |
| Valley National Advisers Inc | 285 | $1.00K | 0.00% | +185+185.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 184 | $1.12K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 198 | $1.21K | 0.00% | +168+560.0% | Added |
| Global Retirement Partners, LLC | 205 | $1.25K | 0.00% | +146+247.5% | Added |
| The PNC Financial Services Group, Inc. | 487 | $2.97K | 0.00% | +157+47.6% | Added |
| Macquarie Group Ltd | 478 | $3.00K | 0.00% | +478 | New |
| J.Safra Asset Management Corp | 579 | $3.53K | 0.00% | +579 | New |
| Parallel Advisors, LLC | 733 | $4.47K | 0.00% | +656+851.9% | Added |
| Allworth Financial LP | 874 | $5.33K | 0.00% | +874 | New |
| Van Eck Associates Corp | 923 | $6.00K | 0.00% | −813−46.8% | Reduced |
| First Horizon Advisors, Inc. | 1,215 | $7.41K | 0.00% | −925−43.2% | Reduced |
| Lindbrook Capital, LLC | 1,552 | $9.47K | 0.00% | +1,220+367.5% | Added |
| GAMMA Investing LLC | 1,557 | $9.50K | 0.00% | +1,403+911.0% | Added |
| Covestor Ltd | 1,573 | $10.0K | 0.01% | −1,979−55.7% | Reduced |
| CWM, LLC | 1,793 | $11.0K | 0.00% | +1,285+253.0% | Added |
| Tower Research Capital LLC (TRC) | 1,894 | $11.6K | 0.00% | −8,150−81.1% | Reduced |
| Ronald Blue Trust, Inc. | 2,173 | $13.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 3,041 | $18.6K | 0.01% | +3,041 | New |
| US Bancorp | 3,132 | $19.1K | 0.00% | +2,001+176.9% | Added |
| Advisor Group Holdings, Inc. | 3,369 | $20.5K | 0.00% | −25,167−88.2% | Reduced |
| Bessemer Group Inc | 3,382 | $21.0K | 0.00% | −1,770−34.4% | Reduced |
| Walleye Capital LLC | 3,663 | $22.3K | 0.00% | −2,599−41.5% | Reduced |
| Signaturefd, LLC | 4,450 | $27.1K | 0.00% | +4,355+4,584.2% | Added |
| American International Group, Inc. | 4,581 | $27.9K | 0.00% | −62−1.3% | Reduced |
| Danske Bank A/S | 5,000 | $30.5K | 0.00% | +5,000 | New |
| Quadrant Capital Group LLC | 5,093 | $31.1K | 0.00% | +4,999+5,318.1% | Added |
| Group One Trading, L.P. | 5,379 | $32.8K | 0.00% | +5,379 | New |
| Handelsinvest Investeringsforvaltning | 6,691 | $41.0K | 0.02% | −3,473−34.2% | Reduced |
| Comerica Bank | 8,054 | $49.1K | 0.00% | +1,108+16.0% | Added |
| AdvisorNet Financial, Inc | 9,350 | $57.0K | 0.01% | −1,772−15.9% | Reduced |
| KBC Group NV | 9,613 | $59.0K | 0.00% | +3,300+52.3% | Added |
| Bahl & Gaynor Inc | 10,000 | $61.0K | 0.00% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 10,695 | $65.2K | 0.00% | +10,695 | New |
| Bleakley Financial Group, LLC | 10,695 | $65.2K | 0.00% | +10,695 | New |
| Symmetry Investments LP | 11,900 | $72.6K | 0.01% | +11,900 | New |
| Frazier Financial Advisors, LLC | 11,903 | $72.6K | 0.06% | 00.0% | Unchanged |
| Wedbush Securities Inc | 12,000 | $73.0K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 12,680 | $77.3K | 0.00% | +1,177+10.2% | Added |
| Raymond James & Associates | 13,218 | $80.6K | 0.00% | −1,455−9.9% | Reduced |
| Hamilton Capital, LLC | 13,420 | $81.9K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 13,480 | $82.2K | 0.01% | +13,480 | New |
| Stifel Financial Corp | 13,500 | $82.4K | 0.00% | +13,500 | New |
| Bridgefront Capital, LLC | 13,670 | $83.4K | 0.06% | +13,670 | New |
| G2 Capital Management, LLC | 13,900 | $84.8K | 0.03% | 00.0% | Unchanged |
| Avestar Capital, LLC | 14,314 | $87.3K | 0.01% | 00.0% | Unchanged |
| ASB Consultores, LLC | 14,390 | $87.8K | 0.02% | +14,390 | New |
| West Branch Capital LLC | 15,442 | $94.2K | 0.04% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 20,178 | $95.5K | 0.00% | 00.0% | Unchanged |
| Utah Retirement Systems | 16,000 | $97.6K | 0.00% | −100−0.6% | Reduced |
| Hoge Financial Services, LLC | 16,132 | $98.4K | 0.08% | 00.0% | Unchanged |
| MetLife Investment Management | 16,374 | $99.9K | 0.00% | +51+0.3% | Added |
| M&T Bank Corp | 16,551 | $100.6K | 0.00% | +16,551 | New |
| D. E. Shaw & Co., Inc. | 16,800 | $102.5K | 0.00% | +16,800 | New |
| Summit Financial Strategies, Inc. | 17,231 | $105.1K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 19,303 | $118.0K | 0.00% | −37,308−65.9% | Reduced |
| Algert Global LLC | 20,540 | $125.3K | 0.00% | −47,720−69.9% | Reduced |
| Everhart Financial Group, Inc. | 20,640 | $125.9K | 0.04% | +552+2.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 22,941 | $139.9K | 0.01% | +22,941 | New |
| Neuberger Berman Group LLC | 23,943 | $146.1K | 0.00% | +2,811+13.3% | Added |
| Lombard Odier Asset Management (USA) Corp | 23,978 | $146.3K | 0.02% | +23,978 | New |
| Systematic Portfolios LLC | 26,898 | $164.1K | 0.56% | +26,898 | New |
| Sequoia Financial Advisors, LLC | 27,546 | $168.0K | 0.00% | −31−0.1% | Reduced |
| American Century Companies Inc | 27,734 | $169.2K | 0.00% | +1,396+5.3% | Added |
| PDS Planning, Inc | 28,834 | $175.9K | 0.02% | −62−0.2% | Reduced |
| Cetera Investment Advisers | 28,840 | $175.9K | 0.00% | +28,840 | New |
| Principal Financial Group Inc | 29,264 | $178.5K | 0.00% | +166+0.6% | Added |
| Teza Capital Management LLC | 29,419 | $179.5K | 0.02% | +29,419 | New |
| SEI Investments Co | 29,511 | $180.0K | 0.00% | −15,962−35.1% | Reduced |
| Swisher Financial Concepts, Inc. | 32,675 | $180.0K | 0.16% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 30,363 | $185.1K | 0.00% | +30,363 | New |
| Creative Planning | 30,583 | $186.6K | 0.00% | +30,583 | New |
| Royal Bank of Canada | 30,605 | $187.0K | 0.00% | +92+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 31,937 | $195.0K | 0.00% | +134+0.4% | Added |
| Public Employees Retirement Association of Colorado | 32,309 | $197.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 32,427 | $197.8K | 0.00% | −1,260−3.7% | Reduced |
| Xponance, Inc. | 33,703 | $205.6K | 0.00% | −2,184−6.1% | Reduced |
| WealthBridge Capital Management, LLC | 34,822 | $212.4K | 0.07% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 35,333 | $215.5K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 35,455 | $216.3K | 0.00% | +211+0.6% | Added |
| Pictet Asset Management Holding SA | 35,993 | $219.6K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 37,760 | $230.3K | 0.00% | −7,377−16.3% | Reduced |
| AQR Capital Management LLC | 39,448 | $231.8K | 0.00% | +39,448 | New |
| Citadel Advisors LLC | 39,580 | $241.4K | 0.00% | −759,894−95.0% | Reduced |
| Victory Capital Management Inc | 39,867 | $243.2K | 0.00% | −599−1.5% | Reduced |
| Institute for Wealth Management, LLC. | 40,068 | $244.4K | 0.03% | +20,522+105.0% | Added |
| First Trust Advisors LP | 40,770 | $248.7K | 0.00% | −604,984−93.7% | Reduced |
| Wells Fargo & Company | 41,279 | $251.8K | 0.00% | −46,641−53.0% | Reduced |
| Handelsbanken Fonder AB | 42,000 | $256.0K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 43,752 | $266.9K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 47,416 | $289.2K | 0.04% | +41,285+673.4% | Added |