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 2025
Institutional positions in agilon health, inc. as of Mar 31, 2025. 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
- 200
- +14 vs. Q4 2024
- Shares held
- 407.0M
- −8.47M (−2.0%) vs. Q4 2024
- Total value
- $1.74B
- +$954.9M (+120.9%) vs. Q4 2024
- New holders
- 38
- 75 more added
- Sold out
- 24
- 49 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding agilon health, inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| National Bank of Canada | 1 | $4 | 0.00% | −1,392−99.9% | Reduced |
| Quent Capital, LLC | 2 | $9 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4 | $18 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 17 | $74 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30 | $130 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 51 | $221 | 0.00% | +51 | New |
| IFP Advisors, Inc | 53 | $229 | 0.00% | −118−69.0% | Reduced |
| Stephens Consulting, LLC | 85 | $369 | 0.00% | +85 | New |
| Atala Financial Inc | 200 | $866 | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 217 | $940 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 207 | $1.00K | 0.00% | +207 | New |
| South State Corp. | 260 | $1.13K | 0.00% | +260 | New |
| Parkside Financial Bank & Trust | 290 | $1.26K | 0.00% | +290 | New |
| Advisor Group Holdings, Inc. | 310 | $1.34K | 0.00% | +42+15.7% | Added |
| Sterling Capital Management LLC | 318 | $1.38K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 364 | $1.58K | 0.00% | −6,361−94.6% | Reduced |
| SBI Securities Co., Ltd. | 455 | $1.97K | 0.00% | +63+16.1% | Added |
| EverSource Wealth Advisors, LLC | 473 | $2.05K | 0.00% | +336+245.3% | Added |
| Boston Private Wealth LLC | 629 | $2.72K | 0.00% | +629 | New |
| Rothschild Investment LLC | 640 | $2.77K | 0.00% | +400+166.7% | Added |
| Allworth Financial LP | 850 | $3.25K | 0.00% | +693+441.4% | Added |
| True Wealth Design, LLC | 764 | $3.31K | 0.00% | +764 | New |
| Parallel Advisors, LLC | 830 | $3.59K | 0.00% | +654+371.6% | Added |
| Assetmark, Inc | 874 | $3.78K | 0.00% | +874 | New |
| Optiver Holding B.V. | 1,583 | $6.85K | 0.00% | +946+148.5% | Added |
| Coldstream Capital Management Inc | 1,743 | $7.55K | 0.00% | +1,743 | New |
| The PNC Financial Services Group, Inc. | 1,759 | $7.62K | 0.00% | +1,722+4,654.1% | Added |
| Ronald Blue Trust, Inc. | 2,173 | $9.41K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,667 | $11.5K | 0.00% | +315+13.4% | Added |
| Covestor Ltd | 3,117 | $13.0K | 0.01% | +11+0.4% | Added |
| Lindbrook Capital, LLC | 4,760 | $20.6K | 0.00% | +1,998+72.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,106 | $22.1K | 0.00% | +4,922+2,675.0% | Added |
| Leonteq Securities AG | 5,503 | $23.8K | 0.00% | −6,814−55.3% | Reduced |
| GeoWealth Management, LLC | 7,097 | $30.7K | 0.00% | −4,651−39.6% | Reduced |
| AdvisorNet Financial, Inc | 7,245 | $31.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 7,409 | $32.1K | 0.00% | +1,208+19.5% | Added |
| Nisa Investment Advisors, LLC | 9,553 | $41.4K | 0.00% | +6,783+244.9% | Added |
| Danske Bank A/S | 10,000 | $43.3K | 0.00% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 10,000 | $43.3K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 10,113 | $43.8K | 0.03% | 00.0% | Unchanged |
| Amalgamated Bank | 10,418 | $45.0K | 0.00% | +36+0.3% | Added |
| Neuberger Berman Group LLC | 10,647 | $46.1K | 0.00% | −2,961−21.8% | Reduced |
| Gabelli Funds LLC | 11,000 | $47.6K | 0.00% | +11,000 | New |
| Envestnet Asset Management Inc | 11,263 | $48.8K | 0.00% | +11,263 | New |
| Quadrant Capital Group LLC | 11,770 | $51.0K | 0.00% | +9,686+464.8% | Added |
| Tower Research Capital LLC (TRC) | 11,809 | $51.1K | 0.00% | +1,229+11.6% | Added |
| Two Sigma Securities, LLC | 12,160 | $52.7K | 0.01% | +12,160 | New |
| Cetera Investment Advisers | 12,527 | $54.2K | 0.00% | +12,527 | New |
| CIBC Asset Management Inc | 12,911 | $55.9K | 0.00% | +322+2.6% | Added |
| Axq Capital, LP | 13,004 | $56.3K | 0.02% | +13,004 | New |
| Hamilton Capital, LLC | 13,420 | $58.1K | 0.00% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 13,900 | $60.2K | 0.02% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 15,000 | $65.0K | 0.03% | +15,000 | New |
| Pallas Capital Advisors LLC | 15,320 | $66.3K | 0.00% | +15,320 | New |
| KBC Group NV | 16,198 | $70.0K | 0.00% | +16,198 | New |
| Summit Financial Strategies, Inc. | 16,569 | $71.7K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Inc | 17,191 | $74.4K | 0.00% | −224−1.3% | Reduced |
| Everhart Financial Group, Inc. | 18,251 | $79.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 18,461 | $79.9K | 0.00% | +4,073+28.3% | Added |
| Avestar Capital, LLC | 19,530 | $84.6K | 0.01% | +5,216+36.4% | Added |
| Mackenzie Financial Corp | 19,531 | $84.6K | 0.00% | −20,918−51.7% | Reduced |
| Royal Bank of Canada | 19,573 | $85.0K | 0.00% | −1,180−5.7% | Reduced |
| Yarbrough Capital, LLC | 20,130 | $87.2K | 0.00% | −15,203−43.0% | Reduced |
| Wedbush Securities Inc | 20,710 | $90.0K | 0.00% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 21,500 | $93.1K | 0.03% | +21,500 | New |
| Pilgrim Partners Asia Pte Ltd | 21,600 | $93.5K | 0.09% | −10,000−31.6% | Reduced |
| Huntington National Bank | 21,900 | $94.8K | 0.00% | 00.0% | Unchanged |
| Symphony Financial Services, Inc. | 23,000 | $99.6K | 0.07% | 00.0% | Unchanged |
| Xponance, Inc. | 23,654 | $102.4K | 0.00% | +1,669+7.6% | Added |
| Prudential Financial Inc | 23,952 | $103.7K | 0.00% | +262+1.1% | Added |
| First Citizens Bank & Trust Co | 24,117 | $104.4K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 24,626 | $106.6K | 0.00% | −2,928−10.6% | Reduced |
| PDS Planning, Inc | 24,638 | $106.7K | 0.01% | −1,310−5.0% | Reduced |
| Sequoia Financial Advisors, LLC | 27,553 | $119.3K | 0.00% | +93+0.3% | Added |
| Ameritas Investment Partners, Inc. | 30,224 | $130.9K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 31,445 | $136.0K | 0.00% | −190−0.6% | Reduced |
| State of Wisconsin Investment Board | 31,663 | $137.1K | 0.00% | +1,857+6.2% | Added |
| Swisher Financial Concepts, Inc. | 32,550 | $140.9K | 0.12% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 26,750 | $143.4K | 0.07% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 34,822 | $150.8K | 0.04% | 00.0% | Unchanged |
| SEI Investments Co | 35,080 | $151.9K | 0.00% | +20,946+148.2% | Added |
| Public Employees Retirement Association of Colorado | 35,279 | $153.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 35,993 | $155.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 36,514 | $158.0K | 0.00% | +24,300+199.0% | Added |
| Victory Capital Management Inc | 36,613 | $158.5K | 0.00% | −918−2.4% | Reduced |
| Virginia Retirement Systems Et Al | 38,900 | $168.4K | 0.00% | +38,900 | New |
| Polymer Capital Management (US) LLC | 39,139 | $169.5K | 0.05% | +8,903+29.4% | Added |
| Balyasny Asset Management LLC | 39,166 | $169.6K | 0.00% | +39,166 | New |
| Marshall Wace, LLP | 40,216 | $174.1K | 0.00% | +40,216 | New |
| Captrust Financial Advisors | 41,340 | $179.0K | 0.00% | +5,855+16.5% | Added |
| Bailard, Inc. | 42,535 | $184.2K | 0.00% | +378+0.9% | Added |
| Simplicity Wealth,LLC | 43,025 | $186.3K | 0.01% | +43,025 | New |
| Cerity Partners LLC | 43,133 | $186.8K | 0.00% | +24,977+137.6% | Added |
| TriaGen Wealth Management LLC | 43,968 | $190.4K | 0.07% | +43,968 | New |
| Y-Intercept (Hong Kong) Ltd | 44,623 | $193.2K | 0.01% | +44,623 | New |
| Teacher Retirement System of Texas | 45,173 | $195.6K | 0.00% | +45,173 | New |
| Dynamic Technology Lab Private Ltd | 47,111 | $204.0K | 0.03% | +10,424+28.4% | Added |
| Empowered Funds, LLC | 47,728 | $206.7K | 0.00% | −3,561−6.9% | Reduced |
| Ameriprise Financial Inc | 48,534 | $210.2K | 0.00% | +7,146+17.3% | Added |
| BNP Paribas Arbitrage, SA | 49,566 | $214.6K | 0.00% | −295,741−85.6% | Reduced |