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, Q3 2024
Institutional positions in agilon health, inc. as of Sep 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
- 214
- +11 vs. Q2 2024
- Shares held
- 430.6M
- −1.07M (−0.2%) vs. Q2 2024
- Total value
- $1.69B
- −$1.13B (−40.1%) vs. Q2 2024
- New holders
- 46
- 64 more added
- Sold out
- 35
- 65 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding agilon health, inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 271 | $0 | 0.00% | +271 | New |
| Skopos Labs, Inc. | 2 | $8 | 0.00% | +2 | New |
| Proequities, Inc. | 4 | $15 | 0.00% | +1+33.3% | Added |
| HHM Wealth Advisors, LLC | 4 | $16 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 17 | $29 | 0.00% | +2+13.3% | Added |
| First Personal Financial Services | 8 | $32 | 0.00% | +8 | New |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $37 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 18 | $71 | 0.00% | +18 | New |
| Prestige Wealth Management Group LLC | 30 | $118 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 42 | $165 | 0.00% | +42 | New |
| Northwest Investment Counselors, LLC | 68 | $267 | 0.00% | +68 | New |
| Farther Finance Advisors, LLC | 75 | $295 | 0.00% | +30+66.7% | Added |
| J.Safra Asset Management Corp | 97 | $363 | 0.00% | −4,107−97.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 114 | $448 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 126 | $496 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 155 | $609 | 0.00% | +115+287.5% | Added |
| Foster Dykema Cabot & Partners, LLC | 159 | $625 | 0.00% | +159 | New |
| Sachetta, LLC | 165 | $649 | 0.00% | −132−44.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 184 | $723 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 198 | $779 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 318 | $1.25K | 0.00% | +318 | New |
| Allspring Global Investments Holdings, LLC | 449 | $1.76K | 0.00% | −10,285−95.8% | Reduced |
| Quent Capital, LLC | 468 | $1.84K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 441 | $2.00K | 0.00% | −8,640−95.1% | Reduced |
| Russell Investments Group, Ltd. | 514 | $2.02K | 0.00% | −1,182−69.7% | Reduced |
| National Bank of Canada | 710 | $2.79K | 0.00% | +710 | New |
| Lindbrook Capital, LLC | 745 | $2.93K | 0.00% | −1,929−72.1% | Reduced |
| Van Eck Associates Corp | 1,015 | $3.00K | 0.00% | −717−41.4% | Reduced |
| Covestor Ltd | 1,574 | $6.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,714 | $6.74K | 0.00% | +1,714 | New |
| GAMMA Investing LLC | 2,129 | $8.37K | 0.00% | −1,381−39.3% | Reduced |
| IFP Advisors, Inc | 2,231 | $8.77K | 0.00% | −107−4.6% | Reduced |
| Advisor Group Holdings, Inc. | 2,277 | $8.95K | 0.00% | +256+12.7% | Added |
| Parallel Advisors, LLC | 3,103 | $12.2K | 0.00% | −757−19.6% | Reduced |
| US Bancorp | 3,165 | $12.4K | 0.00% | −4,845−60.5% | Reduced |
| The PNC Financial Services Group, Inc. | 3,197 | $12.6K | 0.00% | −363−10.2% | Reduced |
| Public Employees Retirement System of Ohio | 3,224 | $12.7K | 0.00% | +1,440+80.7% | Added |
| Nisa Investment Advisors, LLC | 3,240 | $12.7K | 0.00% | −5,967−64.8% | Reduced |
| Ronald Blue Trust, Inc. | 2,339 | $15.3K | 0.00% | +166+7.6% | Added |
| Comerica Bank | 5,097 | $20.0K | 0.00% | −3,532−40.9% | Reduced |
| Allworth Financial LP | 5,216 | $20.5K | 0.00% | +4,724+960.2% | Added |
| Signaturefd, LLC | 5,921 | $23.3K | 0.00% | −5,927−50.0% | Reduced |
| Quadrant Capital Group LLC | 6,166 | $24.2K | 0.00% | −3,972−39.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 6,294 | $24.7K | 0.01% | +6,294 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 7,099 | $27.9K | 0.01% | +7,099 | New |
| AdvisorNet Financial, Inc | 7,245 | $28.5K | 0.00% | +595+8.9% | Added |
| Leonteq Securities AG | 7,255 | $28.5K | 0.00% | −33,897−82.4% | Reduced |
| Simplex Trading, LLC | 8,105 | $31.0K | 0.00% | +8,105 | New |
| Hamilton Capital, LLC | 13,420 | $34.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,484 | $37.3K | 0.00% | +3,136+49.4% | Added |
| KBC Group NV | 9,613 | $38.0K | 0.00% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 10,000 | $39.3K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 10,000 | $39.3K | 0.00% | +5,000+100.0% | Added |
| Cetera Investment Advisers | 10,012 | $39.3K | 0.00% | −22,130−68.9% | Reduced |
| Frazier Financial Advisors, LLC | 10,113 | $39.7K | 0.03% | −1,790−15.0% | Reduced |
| Amalgamated Bank | 10,382 | $41.0K | 0.00% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 10,649 | $41.9K | 0.00% | −15,561−59.4% | Reduced |
| Two Sigma Advisers, LP | 10,700 | $42.1K | 0.00% | +10,700 | New |
| GeoWealth Management, LLC | 10,848 | $42.6K | 0.00% | +492+4.8% | Added |
| Stifel Financial Corp | 10,875 | $42.7K | 0.00% | −7,607−41.2% | Reduced |
| Two Sigma Securities, LLC | 11,675 | $45.9K | 0.00% | −3,175−21.4% | Reduced |
| Envestnet Asset Management Inc | 11,993 | $47.1K | 0.00% | −98,859−89.2% | Reduced |
| CIBC Asset Management Inc | 12,281 | $48.3K | 0.00% | +350+2.9% | Added |
| Raymond James & Associates | 12,563 | $49.4K | 0.00% | −124−1.0% | Reduced |
| Samalin Investment Counsel, LLC | 12,660 | $49.8K | 0.02% | +12,660 | New |
| City State Bank | 13,330 | $52.4K | 0.02% | +13,330 | New |
| Neuberger Berman Group LLC | 13,644 | $53.6K | 0.00% | +2,526+22.7% | Added |
| G2 Capital Management, LLC | 13,900 | $54.6K | 0.02% | 00.0% | Unchanged |
| Avestar Capital, LLC | 14,314 | $56.3K | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 15,059 | $59.2K | 0.00% | −2,930−16.3% | Reduced |
| West Branch Capital LLC | 15,442 | $60.7K | 0.02% | 00.0% | Unchanged |
| Symphony Financial Services, Inc. | 15,942 | $62.7K | 0.05% | 00.0% | Unchanged |
| M&T Bank Corp | 15,889 | $62.7K | 0.00% | −10,943−40.8% | Reduced |
| Hoge Financial Services, LLC | 16,232 | $63.8K | 0.05% | +100+0.6% | Added |
| Summit Financial Strategies, Inc. | 16,569 | $65.1K | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 17,379 | $68.3K | 0.00% | +17,379 | New |
| Everhart Financial Group, Inc. | 18,300 | $71.9K | 0.02% | −1,800−9.0% | Reduced |
| Belvedere Trading LLC | 19,767 | $77.7K | 0.00% | +19,767 | New |
| Aigen Investment Management, LP | 20,016 | $78.7K | 0.02% | +20,016 | New |
| Xponance, Inc. | 20,391 | $80.1K | 0.00% | +373+1.9% | Added |
| Wedbush Securities Inc | 20,710 | $81.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 21,906 | $86.1K | 0.01% | +7,641+53.6% | Added |
| Group One Trading, L.P. | 22,063 | $86.7K | 0.00% | −5,726−20.6% | Reduced |
| Susquehanna International Group, LLP | 23,393 | $91.9K | 0.00% | −792−3.3% | Reduced |
| SG Americas Securities, LLC | 23,415 | $92.0K | 0.00% | +23,415 | New |
| Prudential Financial Inc | 23,690 | $93.1K | 0.00% | −1,078−4.4% | Reduced |
| Point72 (DIFC) Ltd | 25,295 | $99.4K | 0.01% | +25,295 | New |
| nVerses Capital, LLC | 26,600 | $104.5K | 0.05% | −5,500−17.1% | Reduced |
| Swisher Financial Concepts, Inc. | 32,675 | $106.0K | 0.07% | 00.0% | Unchanged |
| PDS Planning, Inc | 27,295 | $107.3K | 0.01% | −1,400−4.9% | Reduced |
| Brevan Howard Capital Management LP | 27,450 | $107.9K | 0.01% | +27,450 | New |
| Sequoia Financial Advisors, LLC | 27,457 | $107.9K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 28,894 | $113.6K | 0.00% | −12,781−30.7% | Reduced |
| PEAK6 Investments LLC | 29,245 | $114.9K | 0.01% | +29,245 | New |
| Gsa Capital Partners LLP | 29,463 | $116.0K | 0.01% | −56,448−65.7% | Reduced |
| Ameritas Investment Partners, Inc. | 30,224 | $118.8K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 30,610 | $120.0K | 0.01% | +30,610 | New |
| Cambridge Investment Research Advisors, Inc. | 31,635 | $124.0K | 0.00% | −4,850−13.3% | Reduced |
| Captrust Financial Advisors | 31,991 | $125.7K | 0.00% | −3,921−10.9% | Reduced |
| WealthBridge Capital Management, LLC | 34,822 | $136.8K | 0.04% | 00.0% | Unchanged |