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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 48,534 | $210.2K | 0.00% | +7,146+17.3% | Added |
| Empowered Funds, LLC | 47,728 | $206.7K | 0.00% | −3,561−6.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 47,111 | $204.0K | 0.03% | +10,424+28.4% | Added |
| Teacher Retirement System of Texas | 45,173 | $195.6K | 0.00% | +45,173 | New |
| Y-Intercept (Hong Kong) Ltd | 44,623 | $193.2K | 0.01% | +44,623 | New |
| TriaGen Wealth Management LLC | 43,968 | $190.4K | 0.07% | +43,968 | New |
| Cerity Partners LLC | 43,133 | $186.8K | 0.00% | +24,977+137.6% | Added |
| Simplicity Wealth,LLC | 43,025 | $186.3K | 0.01% | +43,025 | New |
| Bailard, Inc. | 42,535 | $184.2K | 0.00% | +378+0.9% | Added |
| Captrust Financial Advisors | 41,340 | $179.0K | 0.00% | +5,855+16.5% | Added |
| Marshall Wace, LLP | 40,216 | $174.1K | 0.00% | +40,216 | New |
| Balyasny Asset Management LLC | 39,166 | $169.6K | 0.00% | +39,166 | New |
| Polymer Capital Management (US) LLC | 39,139 | $169.5K | 0.05% | +8,903+29.4% | Added |
| Virginia Retirement Systems Et Al | 38,900 | $168.4K | 0.00% | +38,900 | New |
| Victory Capital Management Inc | 36,613 | $158.5K | 0.00% | −918−2.4% | Reduced |
| CWM, LLC | 36,514 | $158.0K | 0.00% | +24,300+199.0% | Added |
| Pictet Asset Management Holding SA | 35,993 | $155.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 35,279 | $153.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 35,080 | $151.9K | 0.00% | +20,946+148.2% | Added |
| WealthBridge Capital Management, LLC | 34,822 | $150.8K | 0.04% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 26,750 | $143.4K | 0.07% | 00.0% | Unchanged |
| Swisher Financial Concepts, Inc. | 32,550 | $140.9K | 0.12% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 31,663 | $137.1K | 0.00% | +1,857+6.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 31,445 | $136.0K | 0.00% | −190−0.6% | Reduced |
| Ameritas Investment Partners, Inc. | 30,224 | $130.9K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 27,553 | $119.3K | 0.00% | +93+0.3% | Added |
| PDS Planning, Inc | 24,638 | $106.7K | 0.01% | −1,310−5.0% | Reduced |
| Principal Financial Group Inc | 24,626 | $106.6K | 0.00% | −2,928−10.6% | Reduced |
| First Citizens Bank & Trust Co | 24,117 | $104.4K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 23,952 | $103.7K | 0.00% | +262+1.1% | Added |
| Xponance, Inc. | 23,654 | $102.4K | 0.00% | +1,669+7.6% | Added |
| Symphony Financial Services, Inc. | 23,000 | $99.6K | 0.07% | 00.0% | Unchanged |
| Huntington National Bank | 21,900 | $94.8K | 0.00% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 21,600 | $93.5K | 0.09% | −10,000−31.6% | Reduced |
| Beirne Wealth Consulting Services, LLC | 21,500 | $93.1K | 0.03% | +21,500 | New |
| Wedbush Securities Inc | 20,710 | $90.0K | 0.00% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 20,130 | $87.2K | 0.00% | −15,203−43.0% | Reduced |
| Royal Bank of Canada | 19,573 | $85.0K | 0.00% | −1,180−5.7% | Reduced |
| Mackenzie Financial Corp | 19,531 | $84.6K | 0.00% | −20,918−51.7% | Reduced |
| Avestar Capital, LLC | 19,530 | $84.6K | 0.01% | +5,216+36.4% | Added |
| Signaturefd, LLC | 18,461 | $79.9K | 0.00% | +4,073+28.3% | Added |
| Everhart Financial Group, Inc. | 18,251 | $79.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Inc | 17,191 | $74.4K | 0.00% | −224−1.3% | Reduced |
| Summit Financial Strategies, Inc. | 16,569 | $71.7K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 16,198 | $70.0K | 0.00% | +16,198 | New |
| Pallas Capital Advisors LLC | 15,320 | $66.3K | 0.00% | +15,320 | New |
| Ridgecrest Wealth Partners, LLC | 15,000 | $65.0K | 0.03% | +15,000 | New |
| G2 Capital Management, LLC | 13,900 | $60.2K | 0.02% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 13,420 | $58.1K | 0.00% | 00.0% | Unchanged |
| Axq Capital, LP | 13,004 | $56.3K | 0.02% | +13,004 | New |
| CIBC Asset Management Inc | 12,911 | $55.9K | 0.00% | +322+2.6% | Added |
| Cetera Investment Advisers | 12,527 | $54.2K | 0.00% | +12,527 | New |
| Two Sigma Securities, LLC | 12,160 | $52.7K | 0.01% | +12,160 | New |
| Tower Research Capital LLC (TRC) | 11,809 | $51.1K | 0.00% | +1,229+11.6% | Added |
| Quadrant Capital Group LLC | 11,770 | $51.0K | 0.00% | +9,686+464.8% | Added |
| Envestnet Asset Management Inc | 11,263 | $48.8K | 0.00% | +11,263 | New |
| Gabelli Funds LLC | 11,000 | $47.6K | 0.00% | +11,000 | New |
| Neuberger Berman Group LLC | 10,647 | $46.1K | 0.00% | −2,961−21.8% | Reduced |
| Amalgamated Bank | 10,418 | $45.0K | 0.00% | +36+0.3% | Added |
| Frazier Financial Advisors, LLC | 10,113 | $43.8K | 0.03% | 00.0% | Unchanged |
| 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 |
| Nisa Investment Advisors, LLC | 9,553 | $41.4K | 0.00% | +6,783+244.9% | Added |
| Public Employees Retirement System of Ohio | 7,409 | $32.1K | 0.00% | +1,208+19.5% | Added |
| AdvisorNet Financial, Inc | 7,245 | $31.4K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 7,097 | $30.7K | 0.00% | −4,651−39.6% | Reduced |
| Leonteq Securities AG | 5,503 | $23.8K | 0.00% | −6,814−55.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,106 | $22.1K | 0.00% | +4,922+2,675.0% | Added |
| Lindbrook Capital, LLC | 4,760 | $20.6K | 0.00% | +1,998+72.3% | Added |
| Covestor Ltd | 3,117 | $13.0K | 0.01% | +11+0.4% | Added |
| US Bancorp | 2,667 | $11.5K | 0.00% | +315+13.4% | Added |
| Ronald Blue Trust, Inc. | 2,173 | $9.41K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,759 | $7.62K | 0.00% | +1,722+4,654.1% | Added |
| Coldstream Capital Management Inc | 1,743 | $7.55K | 0.00% | +1,743 | New |
| Optiver Holding B.V. | 1,583 | $6.85K | 0.00% | +946+148.5% | Added |
| Assetmark, Inc | 874 | $3.78K | 0.00% | +874 | New |
| Parallel Advisors, LLC | 830 | $3.59K | 0.00% | +654+371.6% | Added |
| True Wealth Design, LLC | 764 | $3.31K | 0.00% | +764 | New |
| Allworth Financial LP | 850 | $3.25K | 0.00% | +693+441.4% | Added |
| Rothschild Investment LLC | 640 | $2.77K | 0.00% | +400+166.7% | Added |
| Boston Private Wealth LLC | 629 | $2.72K | 0.00% | +629 | New |
| EverSource Wealth Advisors, LLC | 473 | $2.05K | 0.00% | +336+245.3% | Added |
| SBI Securities Co., Ltd. | 455 | $1.97K | 0.00% | +63+16.1% | Added |
| Comerica Bank | 364 | $1.58K | 0.00% | −6,361−94.6% | Reduced |
| Sterling Capital Management LLC | 318 | $1.38K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 310 | $1.34K | 0.00% | +42+15.7% | Added |
| Parkside Financial Bank & Trust | 290 | $1.26K | 0.00% | +290 | New |
| South State Corp. | 260 | $1.13K | 0.00% | +260 | New |
| Bessemer Group Inc | 207 | $1.00K | 0.00% | +207 | New |
| Midwest Capital Advisors, LLC | 217 | $940 | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 200 | $866 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 85 | $369 | 0.00% | +85 | New |
| IFP Advisors, Inc | 53 | $229 | 0.00% | −118−69.0% | Reduced |
| CoreCap Advisors, LLC | 51 | $221 | 0.00% | +51 | New |
| Prestige Wealth Management Group LLC | 30 | $130 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 17 | $74 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4 | $18 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 2 | $9 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1 | $4 | 0.00% | −1,392−99.9% | Reduced |
| Nuveen, LLC | 3,981,965 | – | – | +3,981,965 | New |