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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 39,159 | $256.1K | 0.00% | −708−1.8% | Reduced |
| FinTrust Capital Advisors, LLC | 37,627 | $246.1K | 0.05% | +37,627 | New |
| Cambridge Investment Research Advisors, Inc. | 36,485 | $239.0K | 0.00% | +4,548+14.2% | Added |
| Private Advisor Group, LLC | 36,095 | $236.1K | 0.00% | +640+1.8% | Added |
| Pictet Asset Management Holding SA | 35,993 | $235.4K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 35,912 | $234.9K | 0.00% | +3,485+10.7% | Added |
| Yarbrough Capital, LLC | 35,333 | $231.1K | 0.01% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 34,822 | $227.7K | 0.08% | 00.0% | Unchanged |
| XTX Topco Ltd | 32,266 | $211.0K | 0.02% | +32,266 | New |
| Public Employees Retirement Association of Colorado | 32,309 | $211.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 32,142 | $210.2K | 0.00% | +3,302+11.4% | Added |
| nVerses Capital, LLC | 32,100 | $209.9K | 0.13% | +32,100 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 32,084 | $209.8K | 0.00% | +32,084 | New |
| Ameritas Investment Partners, Inc. | 30,224 | $197.7K | 0.01% | +30,224 | New |
| Swisher Financial Concepts, Inc. | 32,675 | $192.0K | 0.19% | 00.0% | Unchanged |
| PDS Planning, Inc | 28,695 | $187.7K | 0.02% | −139−0.5% | Reduced |
| Group One Trading, L.P. | 27,789 | $181.7K | 0.01% | +22,410+416.6% | Added |
| Sequoia Financial Advisors, LLC | 27,457 | $179.6K | 0.00% | −89−0.3% | Reduced |
| M&T Bank Corp | 26,832 | $175.6K | 0.00% | +10,281+62.1% | Added |
| 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 |
| Prudential Financial Inc | 24,768 | $162.0K | 0.00% | +24,768 | New |
| Susquehanna International Group, LLP | 24,185 | $158.2K | 0.00% | −560,337−95.9% | Reduced |
| Sanctuary Advisors, LLC | 30,194 | $151.0K | 0.00% | +30,194 | New |
| Mackenzie Financial Corp | 22,181 | $145.1K | 0.00% | +22,181 | New |
| State of Wyoming | 20,985 | $137.2K | 0.02% | +7,505+55.7% | Added |
| Wedbush Securities Inc | 20,710 | $135.0K | 0.00% | +8,710+72.6% | Added |
| Everhart Financial Group, Inc. | 20,100 | $131.5K | 0.03% | −540−2.6% | Reduced |
| Xponance, Inc. | 20,018 | $130.9K | 0.00% | −13,685−40.6% | Reduced |
| Stifel Financial Corp | 18,482 | $120.9K | 0.00% | +4,982+36.9% | Added |
| Quarry LP | 18,254 | $119.4K | 0.05% | +15,213+500.3% | Added |
| SEI Investments Co | 17,989 | $117.7K | 0.00% | −11,522−39.0% | Reduced |
| United Capital Financial Advisers, LLC | 16,929 | $110.7K | 0.00% | +16,929 | New |
| Summit Financial Strategies, Inc. | 16,569 | $108.4K | 0.01% | −662−3.8% | Reduced |
| Hoge Financial Services, LLC | 16,132 | $105.5K | 0.09% | 00.0% | Unchanged |
| Ethic Inc. | 15,985 | $104.5K | 0.00% | +15,985 | New |
| West Branch Capital LLC | 15,442 | $101.0K | 0.04% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 15,400 | $100.7K | 0.04% | +1,730+12.7% | Added |
| Omers Administration Corp | 15,200 | $99.4K | 0.00% | +15,200 | New |
| Two Sigma Securities, LLC | 14,850 | $97.1K | 0.00% | +14,850 | New |
| Symphony Financial Services, Inc. | 15,942 | $96.3K | 0.08% | +15,942 | New |
| Avestar Capital, LLC | 14,314 | $93.6K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 14,265 | $93.3K | 0.02% | −128,172−90.0% | Reduced |
| G2 Capital Management, LLC | 13,900 | $90.9K | 0.03% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 13,804 | $90.3K | 0.00% | +13,804 | New |
| Teza Capital Management LLC | 13,804 | $90.3K | 0.01% | −15,615−53.1% | Reduced |
| Hamilton Capital, LLC | 13,420 | $87.8K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 12,790 | $83.6K | 0.00% | +12,790 | New |
| Quantinno Capital Management LP | 12,732 | $83.3K | 0.00% | +12,732 | New |
| Raymond James & Associates | 12,687 | $83.0K | 0.00% | −531−4.0% | Reduced |
| Brown Advisory Inc | 12,577 | $82.3K | 0.00% | −2,528,546−99.5% | Reduced |
| CIBC Asset Management Inc | 11,931 | $78.0K | 0.00% | +11,931 | New |
| Frazier Financial Advisors, LLC | 11,903 | $77.8K | 0.06% | 00.0% | Unchanged |
| Signaturefd, LLC | 11,848 | $77.5K | 0.00% | +7,398+166.2% | Added |
| Pallas Capital Advisors LLC | 11,028 | $77.1K | 0.00% | +11,028 | New |
| Neuberger Berman Group LLC | 11,118 | $72.7K | 0.00% | −12,825−53.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 10,734 | $70.2K | 0.00% | +10,674+17,790.0% | Added |
| Amalgamated Bank | 10,382 | $68.0K | 0.00% | −8,921−46.2% | Reduced |
| GeoWealth Management, LLC | 10,356 | $67.7K | 0.00% | +10,356 | New |
| Quadrant Capital Group LLC | 10,138 | $66.3K | 0.00% | +5,045+99.1% | Added |
| TownSquare Capital, LLC | 10,080 | $65.9K | 0.00% | +10,080 | New |
| Bahl & Gaynor Inc | 10,000 | $65.4K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 9,613 | $63.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 9,207 | $60.2K | 0.00% | +9,207 | New |
| CWM, LLC | 9,081 | $59.0K | 0.00% | +7,288+406.5% | Added |
| Comerica Bank | 8,629 | $56.4K | 0.00% | +575+7.1% | Added |
| US Bancorp | 8,010 | $52.4K | 0.00% | +4,878+155.7% | Added |
| Walleye Trading LLC | 6,819 | $44.6K | 0.00% | +6,819 | New |
| AdvisorNet Financial, Inc | 6,650 | $43.5K | 0.00% | −2,700−28.9% | Reduced |
| Tower Research Capital LLC (TRC) | 6,348 | $41.5K | 0.00% | +4,454+235.2% | Added |
| Danske Bank A/S | 5,000 | $32.7K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 4,204 | $27.5K | 0.00% | +3,625+626.1% | Added |
| Parallel Advisors, LLC | 3,860 | $25.2K | 0.00% | +3,127+426.6% | Added |
| The PNC Financial Services Group, Inc. | 3,560 | $23.3K | 0.00% | +3,073+631.0% | Added |
| GAMMA Investing LLC | 3,510 | $23.0K | 0.00% | +1,953+125.4% | Added |
| Lindbrook Capital, LLC | 2,674 | $17.5K | 0.00% | +1,122+72.3% | Added |
| IFP Advisors, Inc | 2,338 | $15.3K | 0.00% | +2,334+58,350.0% | Added |
| Ronald Blue Trust, Inc. | 2,173 | $13.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,021 | $13.2K | 0.00% | −1,348−40.0% | Reduced |
| Public Employees Retirement System of Ohio | 1,784 | $11.7K | 0.00% | −110,199−98.4% | Reduced |
| Russell Investments Group, Ltd. | 1,696 | $11.1K | 0.00% | +1,542+1,001.3% | Added |
| Van Eck Associates Corp | 1,732 | $11.0K | 0.00% | +809+87.6% | Added |
| Covestor Ltd | 1,574 | $10.0K | 0.01% | +1+0.1% | Added |
| First Horizon Advisors, Inc. | 1,190 | $7.78K | 0.00% | −25−2.1% | Reduced |
| Amundi | 852 | $5.10K | 0.00% | −736,795−99.9% | Reduced |
| Valley National Advisers Inc | 885 | $5.00K | 0.00% | +600+210.5% | Added |
| Allworth Financial LP | 492 | $3.39K | 0.00% | −382−43.7% | Reduced |
| Quent Capital, LLC | 468 | $3.06K | 0.00% | +427+1,041.5% | Added |
| Global Retirement Partners, LLC | 431 | $2.82K | 0.00% | +226+110.2% | Added |
| Sachetta, LLC | 297 | $2.23K | 0.00% | +297 | New |
| Clearstead Advisors, LLC | 221 | $1.45K | 0.00% | +221 | New |
| Ashton Thomas Private Wealth, LLC | 201 | $1.31K | 0.00% | +201 | New |
| Parkside Financial Bank & Trust | 198 | $1.29K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 184 | $1.20K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 126 | $825 | 0.00% | +126 | New |
| Steward Partners Investment Advisory, LLC | 114 | $746 | 0.00% | +114 | New |
| Farther Finance Advisors, LLC | 45 | $273 | 0.00% | +45 | New |
| Rothschild Investment LLC | 40 | $262 | 0.00% | +40 | New |
| Prestige Wealth Management Group LLC | 30 | $197 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 15 | $98 | 0.00% | 00.0% | Unchanged |