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 2025
Institutional positions in agilon health, inc. as of Dec 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
- 197
- +11 vs. Q3 2025
- Shares held
- 377.7M
- −10.1M (−2.6%) vs. Q3 2025
- Total value
- $260.3M
- −$139.1M (−34.8%) vs. Q3 2025
- New holders
- 55
- 51 more added
- Sold out
- 44
- 59 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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 2025
Shares, value and share of portfolio for each institution holding agilon health, inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HHM Wealth Advisors, LLC | 4 | $3 | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 4 | $3 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 5 | $3 | 0.00% | +5 | New |
| Prestige Wealth Management Group LLC | 30 | $21 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 48 | $34 | 0.00% | +48 | New |
| Global Retirement Partners, LLC | 49 | $34 | 0.00% | +49 | New |
| SRS Capital Advisors, Inc. | 52 | $36 | 0.00% | −1,251−96.0% | Reduced |
| Comerica Bank | 96 | $66 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 106 | $73 | 0.00% | +1+1.0% | Added |
| CoreCap Advisors, LLC | 123 | $85 | 0.00% | +123 | New |
| UBS Asset Management Americas Inc | 137 | $94 | 0.00% | −736,861−100.0% | Reduced |
| SJS Investment Consulting Inc. | 253 | $175 | 0.00% | +253 | New |
| SBI Securities Co., Ltd. | 362 | $249 | 0.00% | −225−38.3% | Reduced |
| MAI Capital Management | 449 | $310 | 0.00% | +449 | New |
| Signaturefd, LLC | 615 | $424 | 0.00% | −10,369−94.4% | Reduced |
| The PNC Financial Services Group, Inc. | 720 | $496 | 0.00% | −802−52.7% | Reduced |
| Leonteq Securities AG | 743 | $512 | 0.00% | −4,760−86.5% | Reduced |
| Clayton Financial Group LLC | 1,000 | $689 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,113 | $767 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,007 | $1.38K | 0.00% | +1,259+168.3% | Added |
| Ronald Blue Trust, Inc. | 2,173 | $1.50K | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 2,360 | $1.63K | 0.00% | +2,143+987.6% | Added |
| Rothschild Investment LLC | 2,366 | $1.63K | 0.00% | +2,136+928.7% | Added |
| GAMMA Investing LLC | 3,242 | $2.23K | 0.00% | +3,242 | New |
| Farther Finance Advisors, LLC | 3,377 | $2.33K | 0.00% | +3,312+5,095.4% | Added |
| Covestor Ltd | 5,048 | $3.00K | 0.00% | +15+0.3% | Added |
| Optiver Holding B.V. | 5,496 | $3.79K | 0.00% | +2,584+88.7% | Added |
| True Wealth Design, LLC | 6,337 | $4.37K | 0.00% | +6,337 | New |
| Allworth Financial LP | 6,414 | $4.42K | 0.00% | +5,490+594.2% | Added |
| IFP Advisors, Inc | 7,757 | $5.34K | 0.00% | +7,693+12,020.3% | Added |
| Citigroup Inc | 8,584 | $5.91K | 0.00% | −27,670−76.3% | Reduced |
| QTR Family Wealth, LLC | 14,778 | $6.66K | 0.00% | +14,778 | New |
| Bahl & Gaynor Inc | 10,000 | $6.89K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 10,000 | $6.89K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 9,697 | $7.00K | 0.00% | −721−6.9% | Reduced |
| Toroso Investments, LLC | 10,178 | $7.01K | 0.00% | +10,178 | New |
| Quotient Wealth Partners, LLC | 10,379 | $7.15K | 0.00% | +10,379 | New |
| HB Wealth Management, LLC | 10,511 | $7.24K | 0.00% | +10,511 | New |
| Evoke Wealth, LLC | 11,157 | $7.68K | 0.00% | +11,157 | New |
| Brookstone Capital Management | 12,227 | $8.42K | 0.00% | +12,227 | New |
| CIBC Asset Management Inc | 12,911 | $8.89K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 12,996 | $8.95K | 0.00% | +834+6.9% | Added |
| Hamilton Capital, LLC | 13,420 | $9.24K | 0.00% | +13,420 | New |
| Kaufman Rossin Wealth, LLC | 13,776 | $9.49K | 0.00% | +13,776 | New |
| Catalyst Funds Management Pty Ltd | 14,400 | $9.92K | 0.00% | +14,400 | New |
| Kera Capital Partners, Inc. | 12,146 | $10.1K | 0.00% | +12,146 | New |
| Warren Averett Asset Management, LLC | 15,699 | $10.8K | 0.00% | +15,699 | New |
| Abel Hall, LLC | 16,921 | $11.7K | 0.00% | +16,921 | New |
| Wealthcare Advisory Partners LLC | 17,006 | $11.7K | 0.00% | −8,330−32.9% | Reduced |
| Parcion Private Wealth LLC | 17,129 | $11.8K | 0.00% | +17,129 | New |
| Natural Investments, LLC | 18,796 | $12.0K | 0.00% | +18,796 | New |
| Root Financial Partners, LLC | 17,804 | $12.3K | 0.00% | −673−3.6% | Reduced |
| Principal Financial Group Inc | 18,230 | $12.6K | 0.00% | −5,371−22.8% | Reduced |
| Everhart Financial Group, Inc. | 18,251 | $12.6K | 0.00% | 00.0% | Unchanged |
| Poinciana Advisors Group, LLC | 18,301 | $12.6K | 0.01% | +18,301 | New |
| Public Employees Retirement System of Ohio | 18,342 | $12.6K | 0.00% | +6,261+51.8% | Added |
| Wealthcare Capital Partners, LLC | 18,349 | $12.6K | 0.01% | +18,349 | New |
| Royal Bank of Canada | 18,264 | $13.0K | 0.00% | +7,232+65.6% | Added |
| California State Teachers Retirement System | 19,011 | $13.1K | 0.00% | −269,327−93.4% | Reduced |
| Arkadios Wealth Advisors | 19,483 | $13.4K | 0.00% | +19,483 | New |
| Avestar Capital, LLC | 19,530 | $13.4K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 19,610 | $13.5K | 0.00% | −21,270−52.0% | Reduced |
| Evolve Private Wealth, LLC | 19,661 | $13.5K | 0.00% | +19,661 | New |
| Mackenzie Financial Corp | 19,531 | $13.9K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 20,710 | $14.0K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 20,420 | $14.1K | 0.00% | +20,420 | New |
| Chicago Partners Investment Group LLC | 14,381 | $14.3K | 0.00% | +14,381 | New |
| PDS Planning, Inc | 21,114 | $14.5K | 0.00% | −1,117−5.0% | Reduced |
| Jane Street Group, LLC | 21,257 | $14.6K | 0.00% | −1,838,780−98.9% | Reduced |
| Huntington National Bank | 21,900 | $15.1K | 0.00% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 21,989 | $15.1K | 0.01% | +21,989 | New |
| Simplicity Wealth,LLC | 22,108 | $15.2K | 0.00% | −21,181−48.9% | Reduced |
| Sagewood Asset Management LP | 22,949 | $15.8K | 0.01% | +22,949 | New |
| Waddell & Associates, LLC | 23,357 | $16.1K | 0.00% | +23,357 | New |
| waypoint wealth counsel | 23,760 | $16.4K | 0.01% | +23,760 | New |
| NorthCrest Asset Manangement, LLC | 23,636 | $16.4K | 0.00% | +23,636 | New |
| First Citizens Bank & Trust Co | 24,117 | $16.6K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 24,287 | $16.7K | 0.00% | +302+1.3% | Added |
| ACT Advisors, LLC. | 24,602 | $16.9K | 0.01% | +24,602 | New |
| Advisor Group Holdings, Inc. | 25,100 | $17.3K | 0.00% | +17,863+246.8% | Added |
| SEI Investments Co | 25,315 | $17.4K | 0.00% | −109,811−81.3% | Reduced |
| Vise Technologies, Inc. | 25,433 | $17.5K | 0.00% | +25,433 | New |
| Tower Research Capital LLC (TRC) | 26,503 | $18.3K | 0.00% | −7,949−23.1% | Reduced |
| EverSource Wealth Advisors, LLC | 27,610 | $19.0K | 0.00% | +21,483+350.6% | Added |
| Sequoia Financial Advisors, LLC | 27,814 | $19.2K | 0.00% | +185+0.7% | Added |
| Yarger Wealth Strategies, LLC | 28,788 | $19.8K | 0.01% | −25,178−46.7% | Reduced |
| Ameritas Investment Partners, Inc. | 30,224 | $20.8K | 0.00% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 30,278 | $20.9K | 0.01% | +30,278 | New |
| Nine Masts Capital Ltd | 30,517 | $21.0K | 0.00% | +30,517 | New |
| McAdam, LLC | 30,895 | $21.3K | 0.00% | −12,837−29.4% | Reduced |
| Swisher Financial Concepts, Inc. | 32,550 | $22.4K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 32,849 | $22.6K | 0.00% | +32,849 | New |
| WealthBridge Capital Management, LLC | 34,822 | $24.0K | 0.01% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 35,000 | $24.1K | 0.00% | +16,000+84.2% | Added |
| Victory Capital Management Inc | 35,097 | $24.2K | 0.00% | +76+0.2% | Added |
| Raymond James Financial Inc | 36,010 | $24.8K | 0.00% | +36,010 | New |
| Bailard, Inc. | 42,157 | $29.0K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 43,133 | $29.7K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 44,055 | $30.3K | 0.00% | +30,000+213.4% | Added |
| XTX Topco Ltd | 44,531 | $30.7K | 0.00% | −461,640−91.2% | Reduced |