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, Q4 2024
Institutional positions in agilon health, inc. as of Dec 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
- 187
- −22 vs. Q3 2024
- Shares held
- 416.3M
- −14.3M (−3.3%) vs. Q3 2024
- Total value
- $791.2M
- −$900.1M (−53.2%) vs. Q3 2024
- New holders
- 37
- 62 more added
- Sold out
- 59
- 57 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding agilon health, inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 254 | $0 | 0.00% | −17−6.3% | Reduced |
| Quent Capital, LLC | 2 | $4 | 0.00% | −466−99.6% | Reduced |
| HHM Wealth Advisors, LLC | 4 | $8 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $18 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 17 | $32 | 0.00% | 00.0% | Unchanged |
| Natixis | 23 | $44 | 0.00% | +23 | New |
| Prestige Wealth Management Group LLC | 30 | $57 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 37 | $70 | 0.00% | −3,160−98.8% | Reduced |
| EverSource Wealth Advisors, LLC | 137 | $260 | 0.00% | +137 | New |
| Jones Financial Companies LLLP | 140 | $266 | 0.00% | +140 | New |
| Parallel Advisors, LLC | 176 | $334 | 0.00% | −2,927−94.3% | Reduced |
| IFP Advisors, Inc | 171 | $363 | 0.00% | −2,060−92.3% | Reduced |
| Atala Financial Inc | 200 | $380 | 0.00% | +200 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 184 | $385 | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 217 | $412 | 0.00% | +217 | New |
| Rothschild Investment LLC | 240 | $456 | 0.00% | +85+54.8% | Added |
| Aster Capital Management (DIFC) Ltd | 244 | $464 | 0.00% | −6,050−96.1% | Reduced |
| Advisor Group Holdings, Inc. | 268 | $509 | 0.00% | −2,009−88.2% | Reduced |
| Allworth Financial LP | 157 | $558 | 0.00% | −5,059−97.0% | Reduced |
| Sterling Capital Management LLC | 318 | $604 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 392 | $745 | 0.00% | +392 | New |
| Optiver Holding B.V. | 637 | $1.21K | 0.00% | −1,077−62.8% | Reduced |
| National Bank of Canada | 1,393 | $2.65K | 0.00% | +683+96.2% | Added |
| Quadrant Capital Group LLC | 2,084 | $3.96K | 0.00% | −4,082−66.2% | Reduced |
| Ronald Blue Trust, Inc. | 2,173 | $4.13K | 0.00% | −166−7.1% | Reduced |
| US Bancorp | 2,352 | $4.47K | 0.00% | −813−25.7% | Reduced |
| Lindbrook Capital, LLC | 2,762 | $5.25K | 0.00% | +2,017+270.7% | Added |
| Nisa Investment Advisors, LLC | 2,770 | $5.26K | 0.00% | −470−14.5% | Reduced |
| Covestor Ltd | 3,106 | $6.00K | 0.00% | +1,532+97.3% | Added |
| Quarry LP | 3,442 | $6.54K | 0.00% | +3,442 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 4,907 | $9.32K | 0.00% | −2,192−30.9% | Reduced |
| Public Employees Retirement System of Ohio | 6,201 | $11.8K | 0.00% | +2,977+92.3% | Added |
| Comerica Bank | 6,725 | $12.8K | 0.00% | +1,628+31.9% | Added |
| AdvisorNet Financial, Inc | 7,245 | $13.8K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 10,000 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 10,000 | $19.0K | 0.00% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 10,000 | $19.0K | 0.00% | +10,000 | New |
| Frazier Financial Advisors, LLC | 10,113 | $19.3K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,515 | $20.0K | 0.00% | −12,900−55.1% | Reduced |
| Amalgamated Bank | 10,382 | $20.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,580 | $20.1K | 0.00% | +1,096+11.6% | Added |
| Jackson Thornton Asset Management, LLC | 10,950 | $20.8K | 0.00% | +10,950 | New |
| R Squared Ltd | 11,010 | $20.9K | 0.02% | +11,010 | New |
| GeoWealth Management, LLC | 11,748 | $22.3K | 0.00% | +900+8.3% | Added |
| Catalina Capital Group, LLC | 11,832 | $22.5K | 0.01% | +11,832 | New |
| CWM, LLC | 12,214 | $23.0K | 0.00% | +11,773+2,669.6% | Added |
| Leonteq Securities AG | 12,317 | $23.4K | 0.00% | +5,062+69.8% | Added |
| CIBC Asset Management Inc | 12,589 | $23.9K | 0.00% | +308+2.5% | Added |
| Oak Thistle LLC | 13,038 | $24.8K | 0.01% | +13,038 | New |
| Hamilton Capital, LLC | 13,420 | $25.5K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 13,496 | $25.6K | 0.00% | +13,496 | New |
| Neuberger Berman Group LLC | 13,608 | $25.9K | 0.00% | −36−0.3% | Reduced |
| G2 Capital Management, LLC | 13,900 | $26.4K | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 14,134 | $26.8K | 0.00% | −925−6.1% | Reduced |
| Avestar Capital, LLC | 14,314 | $27.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 14,388 | $27.3K | 0.00% | +8,467+143.0% | Added |
| Humankind Investments LLC | 15,793 | $30.0K | 0.01% | +15,793 | New |
| Summit Financial Strategies, Inc. | 16,569 | $31.5K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 17,415 | $33.1K | 0.00% | +17,415 | New |
| Cerity Partners LLC | 18,156 | $34.5K | 0.00% | +18,156 | New |
| Everhart Financial Group, Inc. | 18,251 | $34.7K | 0.01% | −49−0.3% | Reduced |
| Wedbush Securities Inc | 20,710 | $39.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 20,753 | $40.0K | 0.00% | −32,523−61.0% | Reduced |
| Huntington National Bank | 21,900 | $41.6K | 0.00% | +21,900 | New |
| Xponance, Inc. | 21,985 | $41.8K | 0.00% | +1,594+7.8% | Added |
| Corton Capital Inc. | 22,327 | $42.4K | 0.02% | −49,494−68.9% | Reduced |
| Symphony Financial Services, Inc. | 23,000 | $43.7K | 0.04% | +7,058+44.3% | Added |
| Prudential Financial Inc | 23,690 | $45.0K | 0.00% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 24,117 | $45.8K | 0.00% | +24,117 | New |
| Bridgewater Associates, LP | 24,539 | $46.6K | 0.00% | −92,761−79.1% | Reduced |
| PDS Planning, Inc | 25,948 | $49.3K | 0.00% | −1,347−4.9% | Reduced |
| Sequoia Financial Advisors, LLC | 27,460 | $52.2K | 0.00% | +30.0% | Added |
| Principal Financial Group Inc | 27,554 | $52.4K | 0.00% | −1,340−4.6% | Reduced |
| Rpo LLC | 28,206 | $53.6K | 0.07% | +28,206 | New |
| CIBC World Markets Corp | 28,871 | $54.9K | 0.00% | +28,871 | New |
| State of Wisconsin Investment Board | 29,806 | $56.6K | 0.00% | −79,025−72.6% | Reduced |
| Ameritas Investment Partners, Inc. | 30,224 | $57.4K | 0.00% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 30,236 | $57.4K | 0.02% | +30,236 | New |
| Boothbay Fund Management, LLC | 30,750 | $58.4K | 0.00% | +30,750 | New |
| Cambridge Investment Research Advisors, Inc. | 31,635 | $60.0K | 0.00% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 31,600 | $60.0K | 0.05% | +31,600 | New |
| Swisher Financial Concepts, Inc. | 32,550 | $61.8K | 0.07% | −125−0.4% | Reduced |
| Squarepoint Ops LLC | 33,092 | $62.9K | 0.00% | +33,092 | New |
| Pines Wealth Management, LLC | 26,750 | $65.0K | 0.03% | +26,750 | New |
| WealthBridge Capital Management, LLC | 34,822 | $66.2K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 35,279 | $67.0K | 0.00% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 35,333 | $67.1K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 35,485 | $67.4K | 0.00% | +3,494+10.9% | Added |
| Private Advisor Group, LLC | 35,523 | $67.5K | 0.00% | −2,936−7.6% | Reduced |
| Pictet Asset Management Holding SA | 35,993 | $68.4K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 36,141 | $68.7K | 0.00% | +35,627+6,931.3% | Added |
| Dynamic Technology Lab Private Ltd | 36,687 | $70.0K | 0.01% | −6,794−15.6% | Reduced |
| Victory Capital Management Inc | 37,531 | $71.3K | 0.00% | −907−2.4% | Reduced |
| Mackenzie Financial Corp | 40,449 | $76.9K | 0.00% | −4,292−9.6% | Reduced |
| Ameriprise Financial Inc | 41,388 | $78.6K | 0.00% | +41,388 | New |
| Bailard, Inc. | 42,157 | $80.1K | 0.00% | −195−0.5% | Reduced |
| XTX Topco Ltd | 46,527 | $88.4K | 0.01% | −73,220−61.1% | Reduced |
| Quadrature Capital Ltd | 47,178 | $89.4K | 0.00% | −19,371−29.1% | Reduced |
| Empowered Funds, LLC | 51,289 | $97.4K | 0.00% | +51,289 | New |
| Mariner, LLC | 52,927 | $100.6K | 0.00% | −15,757−22.9% | Reduced |