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 |
|---|---|---|---|---|---|
| Bailard, Inc. | 42,157 | $29.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 36,010 | $24.8K | 0.00% | +36,010 | New |
| Victory Capital Management Inc | 35,097 | $24.2K | 0.00% | +76+0.2% | Added |
| Acropolis Investment Management, LLC | 35,000 | $24.1K | 0.00% | +16,000+84.2% | Added |
| WealthBridge Capital Management, LLC | 34,822 | $24.0K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 32,849 | $22.6K | 0.00% | +32,849 | New |
| Swisher Financial Concepts, Inc. | 32,550 | $22.4K | 0.01% | 00.0% | Unchanged |
| McAdam, LLC | 30,895 | $21.3K | 0.00% | −12,837−29.4% | Reduced |
| Nine Masts Capital Ltd | 30,517 | $21.0K | 0.00% | +30,517 | New |
| Caerus Investment Advisors, LLC | 30,278 | $20.9K | 0.01% | +30,278 | New |
| Ameritas Investment Partners, Inc. | 30,224 | $20.8K | 0.00% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 28,788 | $19.8K | 0.01% | −25,178−46.7% | Reduced |
| Sequoia Financial Advisors, LLC | 27,814 | $19.2K | 0.00% | +185+0.7% | Added |
| EverSource Wealth Advisors, LLC | 27,610 | $19.0K | 0.00% | +21,483+350.6% | Added |
| Tower Research Capital LLC (TRC) | 26,503 | $18.3K | 0.00% | −7,949−23.1% | Reduced |
| Vise Technologies, Inc. | 25,433 | $17.5K | 0.00% | +25,433 | New |
| SEI Investments Co | 25,315 | $17.4K | 0.00% | −109,811−81.3% | Reduced |
| Advisor Group Holdings, Inc. | 25,100 | $17.3K | 0.00% | +17,863+246.8% | Added |
| ACT Advisors, LLC. | 24,602 | $16.9K | 0.01% | +24,602 | New |
| Xponance, Inc. | 24,287 | $16.7K | 0.00% | +302+1.3% | Added |
| First Citizens Bank & Trust Co | 24,117 | $16.6K | 0.00% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 23,636 | $16.4K | 0.00% | +23,636 | New |
| waypoint wealth counsel | 23,760 | $16.4K | 0.01% | +23,760 | New |
| Waddell & Associates, LLC | 23,357 | $16.1K | 0.00% | +23,357 | New |
| Sagewood Asset Management LP | 22,949 | $15.8K | 0.01% | +22,949 | New |
| Simplicity Wealth,LLC | 22,108 | $15.2K | 0.00% | −21,181−48.9% | Reduced |
| SmartHarvest Portfolios, LLC | 21,989 | $15.1K | 0.01% | +21,989 | New |
| Huntington National Bank | 21,900 | $15.1K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 21,257 | $14.6K | 0.00% | −1,838,780−98.9% | Reduced |
| PDS Planning, Inc | 21,114 | $14.5K | 0.00% | −1,117−5.0% | Reduced |
| Chicago Partners Investment Group LLC | 14,381 | $14.3K | 0.00% | +14,381 | New |
| CIBC World Markets Corp | 20,420 | $14.1K | 0.00% | +20,420 | New |
| Wedbush Securities Inc | 20,710 | $14.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 19,531 | $13.9K | 0.00% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 19,661 | $13.5K | 0.00% | +19,661 | New |
| Prudential Financial Inc | 19,610 | $13.5K | 0.00% | −21,270−52.0% | Reduced |
| Avestar Capital, LLC | 19,530 | $13.4K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 19,483 | $13.4K | 0.00% | +19,483 | New |
| California State Teachers Retirement System | 19,011 | $13.1K | 0.00% | −269,327−93.4% | Reduced |
| Royal Bank of Canada | 18,264 | $13.0K | 0.00% | +7,232+65.6% | Added |
| Wealthcare Capital Partners, LLC | 18,349 | $12.6K | 0.01% | +18,349 | New |
| Public Employees Retirement System of Ohio | 18,342 | $12.6K | 0.00% | +6,261+51.8% | Added |
| Poinciana Advisors Group, LLC | 18,301 | $12.6K | 0.01% | +18,301 | New |
| Everhart Financial Group, Inc. | 18,251 | $12.6K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 18,230 | $12.6K | 0.00% | −5,371−22.8% | Reduced |
| Root Financial Partners, LLC | 17,804 | $12.3K | 0.00% | −673−3.6% | Reduced |
| Natural Investments, LLC | 18,796 | $12.0K | 0.00% | +18,796 | New |
| Parcion Private Wealth LLC | 17,129 | $11.8K | 0.00% | +17,129 | New |
| Wealthcare Advisory Partners LLC | 17,006 | $11.7K | 0.00% | −8,330−32.9% | Reduced |
| Abel Hall, LLC | 16,921 | $11.7K | 0.00% | +16,921 | New |
| Warren Averett Asset Management, LLC | 15,699 | $10.8K | 0.00% | +15,699 | New |
| Kera Capital Partners, Inc. | 12,146 | $10.1K | 0.00% | +12,146 | New |
| Catalyst Funds Management Pty Ltd | 14,400 | $9.92K | 0.00% | +14,400 | New |
| Kaufman Rossin Wealth, LLC | 13,776 | $9.49K | 0.00% | +13,776 | New |
| Hamilton Capital, LLC | 13,420 | $9.24K | 0.00% | +13,420 | New |
| Neuberger Berman Group LLC | 12,996 | $8.95K | 0.00% | +834+6.9% | Added |
| CIBC Asset Management Inc | 12,911 | $8.89K | 0.00% | 00.0% | Unchanged |
| Brookstone Capital Management | 12,227 | $8.42K | 0.00% | +12,227 | New |
| Evoke Wealth, LLC | 11,157 | $7.68K | 0.00% | +11,157 | New |
| HB Wealth Management, LLC | 10,511 | $7.24K | 0.00% | +10,511 | New |
| Quotient Wealth Partners, LLC | 10,379 | $7.15K | 0.00% | +10,379 | New |
| Toroso Investments, LLC | 10,178 | $7.01K | 0.00% | +10,178 | New |
| Amalgamated Bank | 9,697 | $7.00K | 0.00% | −721−6.9% | Reduced |
| Danske Bank A/S | 10,000 | $6.89K | 0.00% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 10,000 | $6.89K | 0.00% | 00.0% | Unchanged |
| QTR Family Wealth, LLC | 14,778 | $6.66K | 0.00% | +14,778 | New |
| Citigroup Inc | 8,584 | $5.91K | 0.00% | −27,670−76.3% | Reduced |
| IFP Advisors, Inc | 7,757 | $5.34K | 0.00% | +7,693+12,020.3% | Added |
| Allworth Financial LP | 6,414 | $4.42K | 0.00% | +5,490+594.2% | Added |
| True Wealth Design, LLC | 6,337 | $4.37K | 0.00% | +6,337 | New |
| Optiver Holding B.V. | 5,496 | $3.79K | 0.00% | +2,584+88.7% | Added |
| Covestor Ltd | 5,048 | $3.00K | 0.00% | +15+0.3% | Added |
| Farther Finance Advisors, LLC | 3,377 | $2.33K | 0.00% | +3,312+5,095.4% | Added |
| GAMMA Investing LLC | 3,242 | $2.23K | 0.00% | +3,242 | New |
| Rothschild Investment LLC | 2,366 | $1.63K | 0.00% | +2,136+928.7% | Added |
| Midwest Capital Advisors, LLC | 2,360 | $1.63K | 0.00% | +2,143+987.6% | Added |
| Ronald Blue Trust, Inc. | 2,173 | $1.50K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,007 | $1.38K | 0.00% | +1,259+168.3% | Added |
| Frazier Financial Advisors, LLC | 1,113 | $767 | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 1,000 | $689 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 743 | $512 | 0.00% | −4,760−86.5% | Reduced |
| The PNC Financial Services Group, Inc. | 720 | $496 | 0.00% | −802−52.7% | Reduced |
| Signaturefd, LLC | 615 | $424 | 0.00% | −10,369−94.4% | Reduced |
| MAI Capital Management | 449 | $310 | 0.00% | +449 | New |
| SBI Securities Co., Ltd. | 362 | $249 | 0.00% | −225−38.3% | Reduced |
| SJS Investment Consulting Inc. | 253 | $175 | 0.00% | +253 | New |
| UBS Asset Management Americas Inc | 137 | $94 | 0.00% | −736,861−100.0% | Reduced |
| CoreCap Advisors, LLC | 123 | $85 | 0.00% | +123 | New |
| Caitong International Asset Management Co., Ltd | 106 | $73 | 0.00% | +1+1.0% | Added |
| Comerica Bank | 96 | $66 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 52 | $36 | 0.00% | −1,251−96.0% | Reduced |
| Clearstead Advisors, LLC | 48 | $34 | 0.00% | +48 | New |
| Global Retirement Partners, LLC | 49 | $34 | 0.00% | +49 | New |
| Prestige Wealth Management Group LLC | 30 | $21 | 0.00% | 00.0% | Unchanged |
| 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 |
| Capital International Investors | 0 | $0 | 0.00% | −8,232,209−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −2,741,039−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −590,800−100.0% | Sold out |