Skip to main content

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 2025

Institutional positions in agilon health, inc. as of Sep 30, 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
191
−13 vs. Q2 2025
Shares held
388.0M
−16.1M (−4.0%) vs. Q2 2025
Total value
$399.6M
−$530.0M (−57.0%) vs. Q2 2025
New holders
30
56 more added
Sold out
43
61 more reduced

3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2025: 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.

Institutional holdersQ3 2025: 191 institutions
Q1 2021: 0 institutionsQ2 2021: 92 institutionsQ3 2021: 103 institutionsQ4 2021: 134 institutionsQ1 2022: 126 institutionsQ2 2022: 151 institutionsQ3 2022: 185 institutionsQ4 2022: 173 institutionsQ1 2023: 206 institutionsQ2 2023: 188 institutionsQ3 2023: 184 institutionsQ4 2023: 198 institutionsQ1 2024: 202 institutionsQ2 2024: 205 institutionsQ3 2024: 214 institutionsQ4 2024: 187 institutionsQ1 2025: 200 institutionsQ2 2025: 207 institutionsQ3 2025: 191 institutionsQ4 2025: 197 institutionsQ1 2026: 98 institutionsQ2 2026: 179 institutions
Value heldQ3 2025: $399.6M
Q1 2021: $0Q2 2021: $13.3BQ3 2021: $8.68BQ4 2021: $10.6BQ1 2022: $10.1BQ2 2022: $9.02BQ3 2022: $9.91BQ4 2022: $6.97BQ1 2023: $10.6BQ2 2023: $7.67BQ3 2023: $8.05BQ4 2023: $5.64BQ1 2024: $2.71BQ2 2024: $2.98BQ3 2024: $1.69BQ4 2024: $791.2MQ1 2025: $1.74BQ2 2025: $933.0MQ3 2025: $399.6MQ4 2025: $260.3MQ1 2026: $122.2MQ2 2026: $1.73B
Institutions holding AGL and their total value by quarter
QuarterHoldersValue
Q2 2026179$1.73B
Q1 202698$122.2M
Q4 2025197$260.3M
Q3 2025191$399.6M
Q2 2025207$933.0M
Q1 2025200$1.74B
Q4 2024187$791.2M
Q3 2024214$1.69B
Q2 2024205$2.98B
Q1 2024202$2.71B
Q4 2023198$5.64B
Q3 2023184$8.05B
Q2 2023188$7.67B
Q1 2023206$10.6B
Q4 2022173$6.97B
Q3 2022185$9.91B
Q2 2022151$9.02B
Q1 2022126$10.1B
Q4 2021134$10.6B
Q3 2021103$8.68B
Q2 202192$13.3B
Q1 20210$0

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding agilon health, inc.; share changes are against Q2 2025.

Institutions holding AGL in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Bessemer Group Inc401$00.00%+194+93.7%Added
HHM Wealth Advisors, LLC4$50.00%00.0%Unchanged
Prestige Wealth Management Group LLC30$310.00%00.0%Unchanged
IFP Advisors, Inc64$660.00%−491−88.5%Reduced
Farther Finance Advisors, LLC65$670.00%+44+209.5%Added
Comerica Bank96$990.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd105$1080.00%−5,036−98.0%Reduced
Essential Partners LLC177$1820.00%−745−80.8%Reduced
Midwest Capital Advisors, LLC217$2240.00%00.0%Unchanged
Rothschild Investment LLC230$2370.00%−430−65.2%Reduced
Quadrant Capital Group LLC427$4400.00%−14,200−97.1%Reduced
SBI Securities Co., Ltd.587$6050.00%+65+12.5%Added
UMA Financial Services, Inc.693$7140.00%+521+302.9%Added
Sterling Capital Management LLC748$7700.00%+29+4.0%Added
Allworth Financial LP924$9520.00%−599−39.3%Reduced
Clayton Financial Group LLC1,000$1.03K0.00%+1,000New
Frazier Financial Advisors, LLC1,113$1.15K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.1,303$1.34K0.00%+1,303New
The PNC Financial Services Group, Inc.1,522$1.57K0.00%+412+37.1%Added
Quent Capital, LLC2,081$2.14K0.00%+2,081New
Ronald Blue Trust, Inc.2,173$2.24K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC2,370$2.44K0.00%−844−26.3%Reduced
Optiver Holding B.V.2,912$3.00K0.00%−241−7.6%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.5,132$5.00K0.00%+1,968+62.2%Added
Covestor Ltd5,033$5.00K0.00%+3,321+194.0%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.5,106$5.26K0.00%00.0%Unchanged
Leonteq Securities AG5,503$5.67K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC6,127$6.31K0.00%−654−9.6%Reduced
AdvisorNet Financial, Inc7,245$7.46K0.00%00.0%Unchanged
Parallel Advisors, LLC7,805$8.04K0.00%+5,219+201.8%Added
Point72 Europe (London) LLP7,829$8.06K0.00%+7,829New
Advisor Group Holdings, Inc.7,237$8.96K0.00%+1,137+18.6%Added
CWM, LLC8,846$9.00K0.00%−28,956−76.6%Reduced
Danske Bank A/S10,000$10.3K0.00%00.0%Unchanged
Bahl & Gaynor Inc10,000$10.3K0.00%00.0%Unchanged
Citizens Financial Group Inc10,651$11.0K0.00%+10,651New
Royal Bank of Canada11,032$11.0K0.00%−281,006−96.2%Reduced
Amalgamated Bank10,418$11.0K0.00%00.0%Unchanged
Signaturefd, LLC10,984$11.3K0.00%−19,495−64.0%Reduced
Aquatic Capital Management LLC11,419$11.8K0.00%+11,419New
Public Employees Retirement System of Ohio12,081$12.4K0.00%+3,158+35.4%Added
Ausdal Financial Partners, Inc.12,138$12.5K0.00%+12,138New
Neuberger Berman Group LLC12,162$12.5K0.00%+12,162New
CIBC Asset Management Inc12,911$13.3K0.00%00.0%Unchanged
G2 Capital Management, LLC13,900$14.3K0.00%00.0%Unchanged
LPL Financial LLC14,055$14.5K0.00%+14,055New
Walleye Capital LLC14,063$14.5K0.00%−37,757−72.9%Reduced
Virtu Financial LLC14,338$15.0K0.00%+14,338New
Ieq Capital, LLC15,424$15.9K0.00%−38,707−71.5%Reduced
Jump Financial, LLC16,285$16.8K0.00%+16,285New
Summit Financial Strategies, Inc.16,569$17.1K0.00%00.0%Unchanged
Swiss Life Asset Management Ltd16,743$17.2K0.00%+16,743New
Everhart Financial Group, Inc.18,251$18.8K0.00%00.0%Unchanged
Root Financial Partners, LLC18,477$19.0K0.00%00.0%Unchanged
Squarepoint Ops LLC18,570$19.1K0.00%−13,711−42.5%Reduced
Avestar Capital, LLC19,530$20.1K0.00%00.0%Unchanged
Mackenzie Financial Corp19,531$20.1K0.00%−83,436−81.0%Reduced
GTS Securities LLC20,106$20.7K0.00%+20,106New
Wedbush Securities Inc20,710$21.0K0.00%00.0%Unchanged
Kovitz Investment Group Partners, LLC21,208$21.8K0.00%+21,208New
Huntington National Bank21,900$22.6K0.00%00.0%Unchanged
PDS Planning, Inc22,231$22.9K0.00%−3,239−12.7%Reduced
Acadian Asset Management LLC22,937$23.0K0.00%−140,898−86.0%Reduced
Dynamic Technology Lab Private Ltd21,583$23.0K0.00%+2,211+11.4%Added
Principal Financial Group Inc23,601$24.3K0.00%+1,649+7.5%Added
Xponance, Inc.23,985$24.7K0.00%+305+1.3%Added
First Citizens Bank & Trust Co24,117$24.8K0.00%00.0%Unchanged
Susquehanna Fundamental Investments, LLC24,835$25.6K0.00%00.0%Unchanged
Wealthcare Advisory Partners LLC25,336$26.1K0.00%+25,336New
Sequoia Financial Advisors, LLC27,629$28.5K0.00%+74+0.3%Added
State of Wisconsin Investment Board27,959$28.8K0.00%+6,554+30.6%Added
Blueshift Asset Management, LLC28,199$29.0K0.01%+28,199New
Ameritas Investment Partners, Inc.30,224$31.1K0.00%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.31,363$32.0K0.00%−82−0.3%Reduced
Swisher Financial Concepts, Inc.32,550$33.5K0.02%00.0%Unchanged
CIBC Bancorp USA Inc.32,903$33.9K0.00%+32,903New
Captrust Financial Advisors34,138$35.2K0.00%−8,511−20.0%Reduced
Tower Research Capital LLC (TRC)34,452$35.5K0.00%−2,627−7.1%Reduced
WealthBridge Capital Management, LLC34,822$35.9K0.01%00.0%Unchanged
Public Employees Retirement Association of Colorado35,279$36.0K0.00%00.0%Unchanged
Handelsbanken Fonder AB35,100$36.0K0.00%00.0%Unchanged
Victory Capital Management Inc35,021$36.1K0.00%−1,030−2.9%Reduced
Wolverine Trading, LLC32,599$36.2K0.00%+21,847+203.2%Added
Pilgrim Partners Asia Pte Ltd36,000$37.1K0.02%+36,000New
Citigroup Inc36,254$37.3K0.00%−92,807−71.9%Reduced
Independent Advisor Alliance37,534$38.7K0.00%+37,534New
Teacher Retirement System of Texas39,771$41.0K0.00%−7,341−15.6%Reduced
Two Sigma Securities, LLC40,785$42.0K0.01%+40,785New
Prudential Financial Inc40,880$42.1K0.00%00.0%Unchanged
Bailard, Inc.42,157$43.4K0.00%00.0%Unchanged
Acropolis Investment Management, LLC19,000$43.7K0.00%00.0%Unchanged
Empowered Funds, LLC43,133$44.4K0.00%−9,378−17.9%Reduced
Simplicity Wealth,LLC43,289$44.6K0.00%−21,503−33.2%Reduced
McAdam, LLC43,732$45.0K0.00%+43,732New
Mariner, LLC44,535$45.9K0.00%−158,712−78.1%Reduced
Symphony Financial Services, Inc.47,000$48.4K0.03%+16,000+51.6%Added
Point72 (DIFC) Ltd48,367$49.8K0.00%+35,032+262.7%Added
Pictet Asset Management Holding SA51,173$52.7K0.00%00.0%Unchanged
ProShare Advisors LLC52,778$54.4K0.00%−10,515−16.6%Reduced
Private Advisor Group, LLC53,468$55.1K0.00%00.0%Unchanged