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 |
|---|---|---|---|---|---|
| Aigen Investment Management, LP | 48,313 | $294.7K | 0.06% | +48,313 | New |
| Leonteq Securities AG | 47,416 | $289.2K | 0.04% | +41,285+673.4% | Added |
| Bailard, Inc. | 43,752 | $266.9K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 42,000 | $256.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 41,279 | $251.8K | 0.00% | −46,641−53.0% | Reduced |
| First Trust Advisors LP | 40,770 | $248.7K | 0.00% | −604,984−93.7% | Reduced |
| Institute for Wealth Management, LLC. | 40,068 | $244.4K | 0.03% | +20,522+105.0% | Added |
| Victory Capital Management Inc | 39,867 | $243.2K | 0.00% | −599−1.5% | Reduced |
| Citadel Advisors LLC | 39,580 | $241.4K | 0.00% | −759,894−95.0% | Reduced |
| AQR Capital Management LLC | 39,448 | $231.8K | 0.00% | +39,448 | New |
| Envestnet Asset Management Inc | 37,760 | $230.3K | 0.00% | −7,377−16.3% | Reduced |
| Pictet Asset Management Holding SA | 35,993 | $219.6K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 35,455 | $216.3K | 0.00% | +211+0.6% | Added |
| Yarbrough Capital, LLC | 35,333 | $215.5K | 0.01% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 34,822 | $212.4K | 0.07% | 00.0% | Unchanged |
| Xponance, Inc. | 33,703 | $205.6K | 0.00% | −2,184−6.1% | Reduced |
| Captrust Financial Advisors | 32,427 | $197.8K | 0.00% | −1,260−3.7% | Reduced |
| Public Employees Retirement Association of Colorado | 32,309 | $197.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 31,937 | $195.0K | 0.00% | +134+0.4% | Added |
| Royal Bank of Canada | 30,605 | $187.0K | 0.00% | +92+0.3% | Added |
| Creative Planning | 30,583 | $186.6K | 0.00% | +30,583 | New |
| Quadrature Capital Ltd | 30,363 | $185.1K | 0.00% | +30,363 | New |
| Swisher Financial Concepts, Inc. | 32,675 | $180.0K | 0.16% | 00.0% | Unchanged |
| SEI Investments Co | 29,511 | $180.0K | 0.00% | −15,962−35.1% | Reduced |
| Teza Capital Management LLC | 29,419 | $179.5K | 0.02% | +29,419 | New |
| Principal Financial Group Inc | 29,264 | $178.5K | 0.00% | +166+0.6% | Added |
| Cetera Investment Advisers | 28,840 | $175.9K | 0.00% | +28,840 | New |
| PDS Planning, Inc | 28,834 | $175.9K | 0.02% | −62−0.2% | Reduced |
| American Century Companies Inc | 27,734 | $169.2K | 0.00% | +1,396+5.3% | Added |
| Sequoia Financial Advisors, LLC | 27,546 | $168.0K | 0.00% | −31−0.1% | Reduced |
| Systematic Portfolios LLC | 26,898 | $164.1K | 0.56% | +26,898 | New |
| Lombard Odier Asset Management (USA) Corp | 23,978 | $146.3K | 0.02% | +23,978 | New |
| Neuberger Berman Group LLC | 23,943 | $146.1K | 0.00% | +2,811+13.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 22,941 | $139.9K | 0.01% | +22,941 | New |
| Everhart Financial Group, Inc. | 20,640 | $125.9K | 0.04% | +552+2.7% | Added |
| Algert Global LLC | 20,540 | $125.3K | 0.00% | −47,720−69.9% | Reduced |
| Amalgamated Bank | 19,303 | $118.0K | 0.00% | −37,308−65.9% | Reduced |
| Summit Financial Strategies, Inc. | 17,231 | $105.1K | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 16,800 | $102.5K | 0.00% | +16,800 | New |
| M&T Bank Corp | 16,551 | $100.6K | 0.00% | +16,551 | New |
| MetLife Investment Management | 16,374 | $99.9K | 0.00% | +51+0.3% | Added |
| Hoge Financial Services, LLC | 16,132 | $98.4K | 0.08% | 00.0% | Unchanged |
| Utah Retirement Systems | 16,000 | $97.6K | 0.00% | −100−0.6% | Reduced |
| Maryland State Retirement & Pension System | 20,178 | $95.5K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 15,442 | $94.2K | 0.04% | 00.0% | Unchanged |
| ASB Consultores, LLC | 14,390 | $87.8K | 0.02% | +14,390 | New |
| Avestar Capital, LLC | 14,314 | $87.3K | 0.01% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 13,900 | $84.8K | 0.03% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 13,670 | $83.4K | 0.06% | +13,670 | New |
| Stifel Financial Corp | 13,500 | $82.4K | 0.00% | +13,500 | New |
| State of Wyoming | 13,480 | $82.2K | 0.01% | +13,480 | New |
| Hamilton Capital, LLC | 13,420 | $81.9K | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 13,218 | $80.6K | 0.00% | −1,455−9.9% | Reduced |
| Toroso Investments, LLC | 12,680 | $77.3K | 0.00% | +1,177+10.2% | Added |
| Wedbush Securities Inc | 12,000 | $73.0K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 11,903 | $72.6K | 0.06% | 00.0% | Unchanged |
| Symmetry Investments LP | 11,900 | $72.6K | 0.01% | +11,900 | New |
| 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 |
| Bahl & Gaynor Inc | 10,000 | $61.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 9,613 | $59.0K | 0.00% | +3,300+52.3% | Added |
| AdvisorNet Financial, Inc | 9,350 | $57.0K | 0.01% | −1,772−15.9% | Reduced |
| Comerica Bank | 8,054 | $49.1K | 0.00% | +1,108+16.0% | Added |
| Handelsinvest Investeringsforvaltning | 6,691 | $41.0K | 0.02% | −3,473−34.2% | Reduced |
| Group One Trading, L.P. | 5,379 | $32.8K | 0.00% | +5,379 | New |
| Quadrant Capital Group LLC | 5,093 | $31.1K | 0.00% | +4,999+5,318.1% | Added |
| Danske Bank A/S | 5,000 | $30.5K | 0.00% | +5,000 | New |
| American International Group, Inc. | 4,581 | $27.9K | 0.00% | −62−1.3% | Reduced |
| Signaturefd, LLC | 4,450 | $27.1K | 0.00% | +4,355+4,584.2% | Added |
| Walleye Capital LLC | 3,663 | $22.3K | 0.00% | −2,599−41.5% | Reduced |
| Bessemer Group Inc | 3,382 | $21.0K | 0.00% | −1,770−34.4% | Reduced |
| Advisor Group Holdings, Inc. | 3,369 | $20.5K | 0.00% | −25,167−88.2% | Reduced |
| US Bancorp | 3,132 | $19.1K | 0.00% | +2,001+176.9% | Added |
| Quarry LP | 3,041 | $18.6K | 0.01% | +3,041 | New |
| Ronald Blue Trust, Inc. | 2,173 | $13.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,894 | $11.6K | 0.00% | −8,150−81.1% | Reduced |
| CWM, LLC | 1,793 | $11.0K | 0.00% | +1,285+253.0% | Added |
| Covestor Ltd | 1,573 | $10.0K | 0.01% | −1,979−55.7% | Reduced |
| GAMMA Investing LLC | 1,557 | $9.50K | 0.00% | +1,403+911.0% | Added |
| Lindbrook Capital, LLC | 1,552 | $9.47K | 0.00% | +1,220+367.5% | Added |
| First Horizon Advisors, Inc. | 1,215 | $7.41K | 0.00% | −925−43.2% | Reduced |
| Van Eck Associates Corp | 923 | $6.00K | 0.00% | −813−46.8% | Reduced |
| Allworth Financial LP | 874 | $5.33K | 0.00% | +874 | New |
| Parallel Advisors, LLC | 733 | $4.47K | 0.00% | +656+851.9% | Added |
| J.Safra Asset Management Corp | 579 | $3.53K | 0.00% | +579 | New |
| Macquarie Group Ltd | 478 | $3.00K | 0.00% | +478 | New |
| The PNC Financial Services Group, Inc. | 487 | $2.97K | 0.00% | +157+47.6% | Added |
| Global Retirement Partners, LLC | 205 | $1.25K | 0.00% | +146+247.5% | Added |
| Parkside Financial Bank & Trust | 198 | $1.21K | 0.00% | +168+560.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 184 | $1.12K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 285 | $1.00K | 0.00% | +185+185.0% | Added |
| Russell Investments Group, Ltd. | 154 | $939 | 0.00% | −1,496−90.7% | Reduced |
| Northwest Investment Counselors, LLC | 68 | $415 | 0.00% | +68 | New |
| Allspring Global Investments Holdings, LLC | 60 | $366 | 0.00% | +60 | New |
| Quent Capital, LLC | 41 | $250 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30 | $183 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 15 | $79 | 0.00% | +15 | New |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $57 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4 | $25 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4 | $24 | 0.00% | 00.0% | Unchanged |