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, Q2 2024
Institutional positions in agilon health, inc. as of Jun 30, 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
- 205
- +5 vs. Q1 2024
- Shares held
- 455.7M
- +12.1M (+2.7%) vs. Q1 2024
- Total value
- $2.98B
- +$271.8M (+10.0%) vs. Q1 2024
- New holders
- 45
- 77 more added
- Sold out
- 40
- 52 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding agilon health, inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 48 | $0 | 0.00% | +48 | New |
| Proequities, Inc. | 3 | $19 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4 | $27 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $61 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 11 | $72 | 0.00% | +11 | New |
| Continuum Advisory, LLC | 15 | $98 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30 | $197 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $262 | 0.00% | +40 | New |
| Farther Finance Advisors, LLC | 45 | $273 | 0.00% | +45 | New |
| Steward Partners Investment Advisory, LLC | 114 | $746 | 0.00% | +114 | New |
| SRS Capital Advisors, Inc. | 126 | $825 | 0.00% | +126 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 184 | $1.20K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 198 | $1.29K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 201 | $1.31K | 0.00% | +201 | New |
| Clearstead Advisors, LLC | 221 | $1.45K | 0.00% | +221 | New |
| Sachetta, LLC | 297 | $2.23K | 0.00% | +297 | New |
| Global Retirement Partners, LLC | 431 | $2.82K | 0.00% | +226+110.2% | Added |
| Quent Capital, LLC | 468 | $3.06K | 0.00% | +427+1,041.5% | Added |
| Allworth Financial LP | 492 | $3.39K | 0.00% | −382−43.7% | Reduced |
| Valley National Advisers Inc | 885 | $5.00K | 0.00% | +600+210.5% | Added |
| Amundi | 852 | $5.10K | 0.00% | −736,795−99.9% | Reduced |
| First Horizon Advisors, Inc. | 1,190 | $7.78K | 0.00% | −25−2.1% | Reduced |
| Covestor Ltd | 1,574 | $10.0K | 0.01% | +1+0.1% | Added |
| Van Eck Associates Corp | 1,732 | $11.0K | 0.00% | +809+87.6% | Added |
| Russell Investments Group, Ltd. | 1,696 | $11.1K | 0.00% | +1,542+1,001.3% | Added |
| Public Employees Retirement System of Ohio | 1,784 | $11.7K | 0.00% | −110,199−98.4% | Reduced |
| Advisor Group Holdings, Inc. | 2,021 | $13.2K | 0.00% | −1,348−40.0% | Reduced |
| Ronald Blue Trust, Inc. | 2,173 | $13.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,338 | $15.3K | 0.00% | +2,334+58,350.0% | Added |
| Lindbrook Capital, LLC | 2,674 | $17.5K | 0.00% | +1,122+72.3% | Added |
| GAMMA Investing LLC | 3,510 | $23.0K | 0.00% | +1,953+125.4% | Added |
| The PNC Financial Services Group, Inc. | 3,560 | $23.3K | 0.00% | +3,073+631.0% | Added |
| Parallel Advisors, LLC | 3,860 | $25.2K | 0.00% | +3,127+426.6% | Added |
| J.Safra Asset Management Corp | 4,204 | $27.5K | 0.00% | +3,625+626.1% | Added |
| Danske Bank A/S | 5,000 | $32.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,348 | $41.5K | 0.00% | +4,454+235.2% | Added |
| AdvisorNet Financial, Inc | 6,650 | $43.5K | 0.00% | −2,700−28.9% | Reduced |
| Walleye Trading LLC | 6,819 | $44.6K | 0.00% | +6,819 | New |
| US Bancorp | 8,010 | $52.4K | 0.00% | +4,878+155.7% | Added |
| Comerica Bank | 8,629 | $56.4K | 0.00% | +575+7.1% | Added |
| CWM, LLC | 9,081 | $59.0K | 0.00% | +7,288+406.5% | Added |
| Nisa Investment Advisors, LLC | 9,207 | $60.2K | 0.00% | +9,207 | New |
| KBC Group NV | 9,613 | $63.0K | 0.00% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 10,000 | $65.4K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 10,080 | $65.9K | 0.00% | +10,080 | New |
| Quadrant Capital Group LLC | 10,138 | $66.3K | 0.00% | +5,045+99.1% | Added |
| GeoWealth Management, LLC | 10,356 | $67.7K | 0.00% | +10,356 | New |
| Amalgamated Bank | 10,382 | $68.0K | 0.00% | −8,921−46.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 10,734 | $70.2K | 0.00% | +10,674+17,790.0% | Added |
| Neuberger Berman Group LLC | 11,118 | $72.7K | 0.00% | −12,825−53.6% | Reduced |
| Pallas Capital Advisors LLC | 11,028 | $77.1K | 0.00% | +11,028 | New |
| Signaturefd, LLC | 11,848 | $77.5K | 0.00% | +7,398+166.2% | Added |
| Frazier Financial Advisors, LLC | 11,903 | $77.8K | 0.06% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 11,931 | $78.0K | 0.00% | +11,931 | New |
| Brown Advisory Inc | 12,577 | $82.3K | 0.00% | −2,528,546−99.5% | Reduced |
| Raymond James & Associates | 12,687 | $83.0K | 0.00% | −531−4.0% | Reduced |
| Quantinno Capital Management LP | 12,732 | $83.3K | 0.00% | +12,732 | New |
| Ameriprise Financial Inc | 12,790 | $83.6K | 0.00% | +12,790 | New |
| Hamilton Capital, LLC | 13,420 | $87.8K | 0.01% | 00.0% | Unchanged |
| Teza Capital Management LLC | 13,804 | $90.3K | 0.01% | −15,615−53.1% | Reduced |
| Wetherby Asset Management Inc | 13,804 | $90.3K | 0.00% | +13,804 | New |
| G2 Capital Management, LLC | 13,900 | $90.9K | 0.03% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 14,265 | $93.3K | 0.02% | −128,172−90.0% | Reduced |
| Avestar Capital, LLC | 14,314 | $93.6K | 0.01% | 00.0% | Unchanged |
| Symphony Financial Services, Inc. | 15,942 | $96.3K | 0.08% | +15,942 | New |
| Two Sigma Securities, LLC | 14,850 | $97.1K | 0.00% | +14,850 | New |
| Omers Administration Corp | 15,200 | $99.4K | 0.00% | +15,200 | New |
| Bridgefront Capital, LLC | 15,400 | $100.7K | 0.04% | +1,730+12.7% | Added |
| West Branch Capital LLC | 15,442 | $101.0K | 0.04% | 00.0% | Unchanged |
| Ethic Inc. | 15,985 | $104.5K | 0.00% | +15,985 | New |
| Hoge Financial Services, LLC | 16,132 | $105.5K | 0.09% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 16,569 | $108.4K | 0.01% | −662−3.8% | Reduced |
| United Capital Financial Advisers, LLC | 16,929 | $110.7K | 0.00% | +16,929 | New |
| SEI Investments Co | 17,989 | $117.7K | 0.00% | −11,522−39.0% | Reduced |
| Quarry LP | 18,254 | $119.4K | 0.05% | +15,213+500.3% | Added |
| Stifel Financial Corp | 18,482 | $120.9K | 0.00% | +4,982+36.9% | Added |
| Xponance, Inc. | 20,018 | $130.9K | 0.00% | −13,685−40.6% | Reduced |
| Everhart Financial Group, Inc. | 20,100 | $131.5K | 0.03% | −540−2.6% | Reduced |
| Wedbush Securities Inc | 20,710 | $135.0K | 0.00% | +8,710+72.6% | Added |
| State of Wyoming | 20,985 | $137.2K | 0.02% | +7,505+55.7% | Added |
| Mackenzie Financial Corp | 22,181 | $145.1K | 0.00% | +22,181 | New |
| Sanctuary Advisors, LLC | 30,194 | $151.0K | 0.00% | +30,194 | New |
| Susquehanna International Group, LLP | 24,185 | $158.2K | 0.00% | −560,337−95.9% | Reduced |
| Prudential Financial Inc | 24,768 | $162.0K | 0.00% | +24,768 | New |
| Simplicity Wealth,LLC | 26,210 | $171.4K | 0.00% | +15,515+145.1% | Added |
| Bleakley Financial Group, LLC | 26,210 | $171.4K | 0.00% | +15,515+145.1% | Added |
| M&T Bank Corp | 26,832 | $175.6K | 0.00% | +10,281+62.1% | Added |
| Sequoia Financial Advisors, LLC | 27,457 | $179.6K | 0.00% | −89−0.3% | Reduced |
| Group One Trading, L.P. | 27,789 | $181.7K | 0.01% | +22,410+416.6% | Added |
| PDS Planning, Inc | 28,695 | $187.7K | 0.02% | −139−0.5% | Reduced |
| Swisher Financial Concepts, Inc. | 32,675 | $192.0K | 0.19% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 30,224 | $197.7K | 0.01% | +30,224 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 32,084 | $209.8K | 0.00% | +32,084 | New |
| nVerses Capital, LLC | 32,100 | $209.9K | 0.13% | +32,100 | New |
| Cetera Investment Advisers | 32,142 | $210.2K | 0.00% | +3,302+11.4% | Added |
| Public Employees Retirement Association of Colorado | 32,309 | $211.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 32,266 | $211.0K | 0.02% | +32,266 | New |
| WealthBridge Capital Management, LLC | 34,822 | $227.7K | 0.08% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 35,333 | $231.1K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 35,912 | $234.9K | 0.00% | +3,485+10.7% | Added |