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Livermore
Livermore
ZHEN

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 2026

Institutional positions in agilon health, inc. as of Mar 31, 2026. 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
98
−95 vs. Q4 2025
Shares held
15.5M
+1.10M (+7.6%) vs. Q4 2025Converted for a 1-for-25 split
Total value
$122.2M
−$125.4M (−50.6%) vs. Q4 2025
New holders
13
45 more added
Sold out
108
24 more reduced

4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 98 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 heldQ1 2026: $122.2M
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, Q1 2026

Shares, value and share of portfolio for each institution holding agilon health, inc.; share changes are against Q4 2025.

Institutions holding AGL in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Clayton, Dubilier & Rice, LLC4,000,000$31.6M5.90%00.0%UnchangedConverted for a 1-for-25 split
Morgan Stanley2,099,451$16.6M0.00%−55,638−2.6%ReducedConverted for a 1-for-25 split
North Peak Capital Management, LLC1,545,537$12.2M2.03%+19,940+1.3%AddedConverted for a 1-for-25 split
Goldman Sachs Group Inc1,062,236$8.40M0.00%+260,027+32.4%AddedConverted for a 1-for-25 split
AQR Capital Management LLC974,897$7.71M0.00%+566,426+138.7%AddedConverted for a 1-for-25 split
BlackRock, Inc.873,164$6.91M0.00%−31,438−3.5%ReducedConverted for a 1-for-25 split
D. E. Shaw & Co., Inc.742,218$5.87M0.00%−70,235−8.6%ReducedConverted for a 1-for-25 split
Vanguard Capital Management LLC538,536$4.26M0.00%+538,536New
Charles Schwab Investment Management Inc364,499$2.88M0.00%+43,739+13.6%AddedConverted for a 1-for-25 split
Jacobs Levy Equity Management, Inc296,552$2.35M0.01%+135,033+83.6%AddedConverted for a 1-for-25 split
Geode Capital Management, LLC266,112$2.11M0.00%−20,987−7.3%ReducedConverted for a 1-for-25 split
Rock Springs Capital Management LP260,000$2.06M0.12%00.0%UnchangedConverted for a 1-for-25 split
State Street Corp253,704$2.01M0.00%00.0%UnchangedConverted for a 1-for-25 split
Rubicon Founders LLC251,695$1.99M1.45%00.0%UnchangedConverted for a 1-for-25 split
Dimensional Fund Advisors LP221,893$1.60M0.00%+209,234+1,652.9%AddedConverted for a 1-for-25 split
Eversept Partners, LP176,588$1.40M0.09%+176,588New
Renaissance Technologies LLC149,043$1.18M0.00%+54,202+57.1%AddedConverted for a 1-for-25 split
Wealth Enhancement Advisory Services, LLC107,840$1.16M0.00%+94,895+733.1%AddedConverted for a 1-for-25 split
Vanguard Portfolio Management LLC110,835$876.7K0.00%+110,835New
Two Sigma Investments, LP99,352$785.9K0.00%+55,016+124.1%AddedConverted for a 1-for-25 split
Northern Trust Corp96,100$760.2K0.00%+4,653+5.1%AddedConverted for a 1-for-25 split
Vanguard Fiduciary Trust Co85,603$677.1K0.00%+85,603New
Gsa Capital Partners LLP72,798$576.0K0.04%−8,994−11.0%ReducedConverted for a 1-for-25 split
Ieq Capital, LLC68,011$538.0K0.00%+27,891+69.5%AddedConverted for a 1-for-25 split
CWM Advisors, LLC64,082$506.9K0.03%+36,245+130.2%AddedConverted for a 1-for-25 split
UBS Group AG58,120$459.7K0.00%−77,695−57.2%ReducedConverted for a 1-for-25 split
Invesco Ltd.40,536$320.6K0.00%+365+0.9%AddedConverted for a 1-for-25 split
Acadian Asset Management LLC37,896$296.0K0.00%+20,461+117.4%AddedConverted for a 1-for-25 split
Bank of New York Mellon Corp32,262$255.2K0.00%−1,202−3.6%ReducedConverted for a 1-for-25 split
Tudor Investment Corp Et Al32,230$254.9K0.00%00.0%UnchangedConverted for a 1-for-25 split
Nuveen, LLC31,996$253.1K0.00%+161+0.5%AddedConverted for a 1-for-25 split
CWM, LLC31,048$245.6K0.00%+15,410+98.5%AddedConverted for a 1-for-25 split
Canada Pension Plan Investment Board30,604$242.1K0.00%−12,996−29.8%ReducedConverted for a 1-for-25 split
Lazard Asset Management LLC30,040$237.6K0.00%+30,040New
Cerity Partners LLC26,120$206.6K0.00%+10,003+62.1%AddedConverted for a 1-for-25 split
BNP Paribas Arbitrage, SA25,780$203.9K0.00%+21,546+508.9%AddedConverted for a 1-for-25 split
State of Wyoming22,674$179.4K0.02%+8,287+57.6%AddedConverted for a 1-for-25 split
Mariner, LLC23,716$179.0K0.00%+14,175+148.6%AddedConverted for a 1-for-25 split
Russell Investments Group, Ltd.21,209$167.8K0.00%+11,734+123.8%AddedConverted for a 1-for-25 split
Connor, Clark & Lunn Investment Management Ltd.20,283$160.4K0.00%−1,323−6.1%ReducedConverted for a 1-for-25 split
Jane Street Group, LLC15,113$119.5K0.00%+14,263+1,677.4%AddedConverted for a 1-for-25 split
Rhumbline Advisers13,566$107.3K0.00%−1,197−8.1%ReducedConverted for a 1-for-25 split
Alliancebernstein L.P.13,103$103.6K0.00%00.0%UnchangedConverted for a 1-for-25 split
STRS Ohio12,440$98.4K0.00%00.0%UnchangedConverted for a 1-for-25 split
Susquehanna International Group, LLP11,570$91.5K0.00%−4,913−29.8%ReducedConverted for a 1-for-25 split
Mercer Global Advisors Inc11,418$90.3K0.00%+6,420+128.4%AddedConverted for a 1-for-25 split
waypoint wealth counsel11,290$89.3K0.05%+10,340+1,087.9%AddedConverted for a 1-for-25 split
Creative Planning10,156$80.3K0.00%+5,836+135.1%AddedConverted for a 1-for-25 split
Deutsche Bank AG10,009$79.2K0.00%−18,040−64.3%ReducedConverted for a 1-for-25 split
Checchi Capital Advisers, LLC10,000$79.1K0.01%00.0%UnchangedConverted for a 1-for-25 split
Atwood & Palmer Inc8,400$66.4K0.00%00.0%UnchangedConverted for a 1-for-25 split
Mirae Asset Global ETFs Holdings Ltd.7,371$58.3K0.00%+391+5.6%AddedConverted for a 1-for-25 split
Barclays PLC5,463$43.2K0.00%−15,682−74.2%ReducedConverted for a 1-for-25 split
Vanguard Global Advisers, LLC4,785$37.8K0.00%+4,785New
Wells Fargo & Company4,528$35.8K0.00%−8,977−66.5%ReducedConverted for a 1-for-25 split
Simplex Trading, LLC4,245$33.6K0.00%−301−6.6%ReducedConverted for a 1-for-25 split
FMR LLC4,037$31.9K0.00%−111,280−96.5%ReducedConverted for a 1-for-25 split
Quantbot Technologies LP3,916$31.0K0.00%+786+25.1%AddedConverted for a 1-for-25 split
Essential Partners LLC3,690$29.2K0.01%+1,662+81.9%AddedConverted for a 1-for-25 split
Police & Firemen's Retirement System of New Jersey3,412$27.0K0.00%00.0%UnchangedConverted for a 1-for-25 split
New York State Common Retirement Fund3,224$25.5K0.00%00.0%UnchangedConverted for a 1-for-25 split
Royal Bank of Canada2,368$19.0K0.00%+1,637+224.1%AddedConverted for a 1-for-25 split
Tower Research Capital LLC (TRC)2,152$17.0K0.00%+1,092+103.0%AddedConverted for a 1-for-25 split
Public Employees Retirement System of Ohio2,114$16.7K0.00%+1,380+188.1%AddedConverted for a 1-for-25 split
EverSource Wealth Advisors, LLC2,057$16.3K0.00%+953+86.3%AddedConverted for a 1-for-25 split
Group One Trading, L.P.1,309$10.4K0.00%+1,309New
Ameritas Investment Partners, Inc.1,208$9.55K0.00%00.0%UnchangedConverted for a 1-for-25 split
MAI Capital Management1,185$9.38K0.00%+1,167+6,498.0%AddedConverted for a 1-for-25 split
JPMorgan Chase & Co28,690$9.22K0.00%+9,012+45.8%AddedConverted for a 1-for-25 split
Legal & General Group Plc1,111$8.79K0.00%−807−42.1%ReducedConverted for a 1-for-25 split
Advisor Group Holdings, Inc.1,021$8.07K0.00%+17+1.7%AddedConverted for a 1-for-25 split
Huntington National Bank876$7.04K0.00%00.0%UnchangedConverted for a 1-for-25 split
Root Financial Partners, LLC712$5.63K0.00%00.0%UnchangedConverted for a 1-for-25 split
Citigroup Inc569$4.50K0.00%+226+65.7%AddedConverted for a 1-for-25 split
IFP Advisors, Inc6,387$3.78K0.00%+6,077+1,958.5%AddedConverted for a 1-for-25 split
Rothschild Investment LLC275$2.17K0.00%+180+190.6%AddedConverted for a 1-for-25 split
SRS Capital Advisors, Inc.274$2.17K0.00%+272+13,073.1%AddedConverted for a 1-for-25 split
The PNC Financial Services Group, Inc.151$1.19K0.00%+122+424.3%AddedConverted for a 1-for-25 split
GAMMA Investing LLC113$8940.00%−17−12.9%ReducedConverted for a 1-for-25 split
Midwest Capital Advisors, LLC109$8630.00%+15+15.5%AddedConverted for a 1-for-25 split
Ronald Blue Trust, Inc.86$6800.00%−1−1.1%ReducedConverted for a 1-for-25 split
Sterling Capital Management LLC80$6350.00%00.0%UnchangedConverted for a 1-for-25 split
Basecamp Wealth Advisors LLC57$4510.00%+57New
Allworth Financial LP923$2970.00%+666+259.8%AddedConverted for a 1-for-25 split
SJS Investment Consulting Inc.27$2120.00%+17+166.8%AddedConverted for a 1-for-25 split
Sunbelt Securities, Inc.16$1270.00%+16New
Nisa Investment Advisors, LLC15$1190.00%+15New
True Wealth Design, LLC341$1100.00%+88+34.5%AddedConverted for a 1-for-25 split
SBI Securities Co., Ltd.11$870.00%−3−24.0%ReducedConverted for a 1-for-25 split
UBS Asset Management Americas Inc5$400.00%−0−8.8%ReducedConverted for a 1-for-25 split
Dunhill Financial, LLC5$400.00%+5+2,400.0%AddedConverted for a 1-for-25 split
Wealth Preservation Advisors, LLC5$400.00%+5New
Transamerica Financial Advisors, Inc.2$150.00%+2New
Clayton Financial Group LLC40$130.00%00.0%UnchangedConverted for a 1-for-25 split
JPL Wealth Management, LLC27$90.00%+27New
HHM Wealth Advisors, LLC0$20.00%−0−100.0%ReducedConverted for a 1-for-25 split
Prestige Wealth Management Group LLC1$10.00%−0−16.7%ReducedConverted for a 1-for-25 split
Danske Bank A/S200$00.00%−200−50.0%ReducedConverted for a 1-for-25 split
Capital World Investors0$00.00%−334,569−100.0%Sold outConverted for a 1-for-25 split
CenterBook Partners LP0$00.00%−280,861−100.0%Sold outConverted for a 1-for-25 split