Evolent Health, Inc.
EVH- Exchange
- NYSE
- Industry
- Services-Management Services
- SEC CIK
- 0001628908
In the last 90 days, Evolent Health, Inc. insiders filed 0 open-market purchases and 1 sale; 198 institutions reported holding it in 13F filings for Q2 2026, worth $608.3M in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Evolent Health, Inc. as of Dec 31, 2021. 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
- 207
- 0 vs. Q3 2021
- Shares held
- 84.7M
- −555.0K (−0.7%) vs. Q3 2021
- Total value
- $2.34B
- −$296.3M (−11.2%) vs. Q3 2021
- New holders
- 40
- 71 more added
- Sold out
- 40
- 63 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EVH 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 | 198 | $608.3M |
| Q1 2026 | 192 | $252.8M |
| Q4 2025 | 215 | $482.1M |
| Q3 2025 | 240 | $1.15B |
| Q2 2025 | 222 | $1.48B |
| Q1 2025 | 229 | $1.20B |
| Q4 2024 | 241 | $1.38B |
| Q3 2024 | 262 | $3.66B |
| Q2 2024 | 243 | $2.48B |
| Q1 2024 | 251 | $4.13B |
| Q4 2023 | 234 | $4.18B |
| Q3 2023 | 203 | $3.34B |
| Q2 2023 | 217 | $3.55B |
| Q1 2023 | 240 | $3.62B |
| Q4 2022 | 232 | $2.83B |
| Q3 2022 | 251 | $3.42B |
| Q2 2022 | 216 | $2.76B |
| Q1 2022 | 218 | $2.79B |
| Q4 2021 | 207 | $2.34B |
| Q3 2021 | 210 | $2.65B |
| Q2 2021 | 178 | $1.75B |
| Q1 2021 | 168 | $1.66B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Evolent Health, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Mach-1 Financial Group, Inc. | 22 | $0 | 0.00% | +22 | New |
| Schubert & Co | 1 | $0 | 0.00% | +1 | New |
| Institutional & Family Asset Management, LLC | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 57 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 24 | $1.00K | 0.00% | +24 | New |
| Parallel Advisors, LLC | 88 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 77 | $2.00K | 0.00% | −39−33.6% | Reduced |
| FinTrust Capital Advisors, LLC | 90 | $2.00K | 0.00% | +90 | New |
| Kelly Financial Services LLC | 100 | $2.77K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 88 | $3.00K | 0.00% | −431−83.0% | Reduced |
| Huntington National Bank | 103 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 117 | $3.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 131 | $4.00K | 0.00% | +3+2.3% | Added |
| Hantz Financial Services, Inc. | 229 | $6.00K | 0.00% | −159−41.0% | Reduced |
| TCI Wealth Advisors, Inc. | 227 | $6.00K | 0.00% | +89+64.5% | Added |
| CVA Family Office, LLC | 232 | $6.00K | 0.00% | +232 | New |
| Fifth Third Bancorp | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 300 | $8.00K | 0.00% | +300 | New |
| Vectors Research Management, LLC | 350 | $10.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 400 | $11.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 421 | $12.0K | 0.00% | +421 | New |
| CWM, LLC | 500 | $14.0K | 0.00% | +500 | New |
| State of Wyoming | 579 | $16.0K | 0.01% | +579 | New |
| First Quadrant L P | 650 | $18.0K | 0.00% | +650 | New |
| Central Trust Co | 700 | $19.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 678 | $19.0K | 0.02% | +678 | New |
| Captrust Financial Advisors | 948 | $26.0K | 0.00% | −16−1.7% | Reduced |
| Manchester Capital Management LLC | 1,020 | $28.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,066 | $29.0K | 0.01% | −6,978−86.7% | Reduced |
| Salem Investment Counselors Inc | 1,075 | $30.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,340 | $32.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,547 | $43.0K | 0.00% | −2,290−59.7% | Reduced |
| Signaturefd, LLC | 1,727 | $48.0K | 0.00% | +32+1.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,087 | $58.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 2,128 | $59.0K | 0.00% | −2,930−57.9% | Reduced |
| Harbor Investment Advisory, LLC | 2,258 | $62.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 2,611 | $72.0K | 0.01% | +2,611 | New |
| Wolff Wiese Magana LLC | 3,000 | $83.0K | 0.05% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,055 | $113.0K | 0.00% | +1,135+38.9% | Added |
| Great West Life Assurance Co | 4,645 | $128.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,853 | $162.0K | 0.02% | +5,230+839.5% | Added |
| Ameritas Investment Partners, Inc. | 6,141 | $170.0K | 0.01% | 00.0% | Unchanged |
| Natixis | 7,222 | $200.0K | 0.00% | −1,822−20.1% | Reduced |
| DekaBank Deutsche Girozentrale | 7,800 | $211.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 8,751 | $242.0K | 0.03% | −1,100−11.2% | Reduced |
| Pearl River Capital, LLC | 9,125 | $252.0K | 0.07% | +9,125 | New |
| Tokio Marine Asset Management Co Ltd | 9,400 | $260.0K | 0.02% | −5,800−38.2% | Reduced |
| Boulder Hill Capital Management LP | 9,900 | $274.0K | 0.27% | +9,900 | New |
| Maven Securities LTD | 10,000 | $277.0K | 0.03% | 00.0% | Unchanged |
| Chicago Capital, LLC | 10,073 | $279.0K | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 10,168 | $281.0K | 0.00% | +10,168 | New |
| Quantbot Technologies LP | 10,226 | $282.0K | 0.02% | +10,226 | New |
| Bokf, NA | 10,621 | $294.0K | 0.00% | −55−0.5% | Reduced |
| Amalgamated Bank | 10,958 | $303.0K | 0.00% | +34+0.3% | Added |
| Prudential Financial Inc | 10,314 | $313.0K | 0.00% | −1,513−12.8% | Reduced |
| Ergoteles LLC | 11,660 | $323.0K | 0.01% | +2,058+21.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,677 | $323.0K | 0.00% | +3,619+44.9% | Added |
| Ascent Group, LLC | 15,050 | $333.0K | 0.04% | +15,050 | New |
| Old Mission Capital LLC | 12,179 | $337.0K | 0.02% | +12,179 | New |
| Ensign Peak Advisors, Inc | 13,810 | $382.0K | 0.00% | +13,810 | New |
| Public Employees Retirement Association of Colorado | 14,048 | $389.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 14,186 | $393.0K | 0.02% | −2,885−16.9% | Reduced |
| Algert Global LLC | 14,404 | $399.0K | 0.05% | 00.0% | Unchanged |
| Corre Partners Management, LLC | 14,412 | $399.0K | 0.26% | +14,412 | New |
| Yarbrough Capital, LLC | 15,444 | $427.0K | 0.02% | +15,444 | New |
| Shell Asset Management Co | 16,263 | $450.0K | 0.01% | +83+0.5% | Added |
| GAM Holding AG | 16,345 | $452.0K | 0.02% | −8,718−34.8% | Reduced |
| Teacher Retirement System of Texas | 16,861 | $467.0K | 0.00% | +3,037+22.0% | Added |
| Janus Henderson Group PLC | 17,380 | $480.0K | 0.00% | +8,736+101.1% | Added |
| ProShare Advisors LLC | 17,413 | $481.0K | 0.00% | +7,480+75.3% | Added |
| HN Saltoro Capital, LP | 18,000 | $498.0K | 0.47% | −13,500−42.9% | Reduced |
| American Century Companies Inc | 18,153 | $502.0K | 0.00% | +1,971+12.2% | Added |
| Qube Research & Technologies Ltd | 18,134 | $502.0K | 0.00% | +18,134 | New |
| HSBC Holdings PLC | 18,354 | $504.0K | 0.00% | +18,354 | New |
| LPL Financial LLC | 19,105 | $529.0K | 0.00% | +10,691+127.1% | Added |
| Handelsbanken Fonder AB | 19,400 | $537.0K | 0.00% | −2,500−11.4% | Reduced |
| Stifel Financial Corp | 20,124 | $557.0K | 0.00% | +9,185+84.0% | Added |
| Metropolitan Life Insurance Co | 20,393 | $564.3K | 0.01% | −1,991−8.9% | Reduced |
| US Bancorp | 20,444 | $565.0K | 0.00% | −704−3.3% | Reduced |
| Compass Financial Advisors LLC | 21,226 | $587.0K | 0.65% | +21,226 | New |
| First Republic Investment Management, Inc. | 21,650 | $599.0K | 0.00% | +21,650 | New |
| Susquehanna International Group, LLP | 22,773 | $630.0K | 0.00% | −128,051−84.9% | Reduced |
| Banque Cantonale Vaudoise | 22,934 | $635.0K | 0.02% | +22,934 | New |
| Arizona State Retirement System | 23,488 | $650.0K | 0.00% | −191−0.8% | Reduced |
| Brown Advisory Inc | 23,521 | $651.0K | 0.00% | +23,521 | New |
| AlphaCrest Capital Management LLC | 23,575 | $652.0K | 0.02% | +13,275+128.9% | Added |
| Spearhead Capital Advisors, LLC | 23,630 | $654.0K | 0.08% | +141+0.6% | Added |
| Jane Street Group, LLC | 23,693 | $655.0K | 0.00% | −3,318−12.3% | Reduced |
| Hussman Strategic Advisors, Inc. | 24,800 | $686.0K | 0.15% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 25,153 | $696.0K | 0.09% | −20,829−45.3% | Reduced |
| State Board of Administration of Florida Retirement System | 26,184 | $725.0K | 0.00% | +756+3.0% | Added |
| AE Wealth Management LLC | 26,701 | $739.0K | 0.01% | +26,701 | New |
| BNP Paribas Arbitrage, SA | 27,665 | $765.5K | 0.00% | +8,976+48.0% | Added |
| Russell Investments Group, Ltd. | 27,717 | $766.0K | 0.00% | +12,427+81.3% | Added |
| MetLife Investment Management | 29,029 | $803.2K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 29,238 | $809.0K | 0.00% | +14,354+96.4% | Added |
| Victory Capital Management Inc | 29,359 | $812.0K | 0.00% | −5,303−15.3% | Reduced |