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, Q1 2022
Institutional positions in Evolent Health, Inc. as of Mar 31, 2022. 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
- 218
- +13 vs. Q4 2021
- Shares held
- 86.5M
- +1.86M (+2.2%) vs. Q4 2021
- Total value
- $2.79B
- +$452.3M (+19.3%) vs. Q4 2021
- New holders
- 37
- 87 more added
- Sold out
- 24
- 75 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Evolent Health, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 10 | $0 | 0.00% | +8+400.0% | Added |
| Schubert & Co | 6 | $0 | 0.00% | +5+500.0% | Added |
| Northwestern Mutual Wealth Management Co | 12 | $0 | 0.00% | +12 | New |
| Disciplined Investments, LLC | 3 | $0 | 0.00% | +3 | New |
| Cordant, Inc. | 8 | $0 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Parallel Advisors, LLC | 37 | $1.00K | 0.00% | −51−58.0% | Reduced |
| Covestor Ltd | 19 | $1.00K | 0.00% | −5−20.8% | Reduced |
| Glassman Wealth Services | 27 | $1.00K | 0.00% | +27 | New |
| Rockefeller Capital Management L.P. | 76 | $2.00K | 0.00% | −1−1.3% | Reduced |
| Ellevest, Inc. | 48 | $2.00K | 0.00% | +6+14.3% | Added |
| Institutional & Family Asset Management, LLC | 50 | $2.00K | 0.00% | +1+2.0% | Added |
| Versant Capital Management, Inc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 62 | $2.00K | 0.00% | +59+1,966.7% | Added |
| Huntington National Bank | 103 | $3.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 100 | $3.00K | 0.00% | +100 | New |
| Concord Wealth Partners | 128 | $4.00K | 0.00% | −3−2.3% | Reduced |
| TCI Wealth Advisors, Inc. | 165 | $5.00K | 0.00% | −62−27.3% | Reduced |
| Hantz Financial Services, Inc. | 229 | $7.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 273 | $9.00K | 0.00% | +185+210.2% | Added |
| Federated Hermes, Inc. | 306 | $10.0K | 0.00% | −315,281−99.9% | Reduced |
| Fifth Third Bancorp | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 300 | $10.0K | 0.00% | +300 | New |
| Vectors Research Management, LLC | 350 | $11.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 350 | $11.0K | 0.00% | +260+288.9% | Added |
| Allworth Financial LP | 400 | $13.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 421 | $14.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 496 | $16.0K | 0.00% | −452−47.7% | Reduced |
| CWM, LLC | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 488 | $16.0K | 0.00% | +488 | New |
| Manchester Capital Management LLC | 512 | $17.0K | 0.00% | −508−49.8% | Reduced |
| Signaturefd, LLC | 583 | $19.0K | 0.00% | −1,144−66.2% | Reduced |
| First Quadrant L P | 650 | $21.0K | 0.12% | 00.0% | Unchanged |
| Central Trust Co | 735 | $24.0K | 0.00% | +35+5.0% | Added |
| Jefferies Group LLC | 816 | $26.4K | 0.00% | +816 | New |
| Vigilant Capital Management, LLC | 1,000 | $32.0K | 0.00% | +1,000 | New |
| Salem Investment Counselors Inc | 1,075 | $35.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,462 | $47.0K | 0.01% | +396+37.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,809 | $58.0K | 0.00% | −319−15.0% | Reduced |
| Harbor Investment Advisory, LLC | 2,258 | $73.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,250 | $73.0K | 0.00% | +910+67.9% | Added |
| Wolff Wiese Magana LLC | 3,000 | $97.0K | 0.07% | 00.0% | Unchanged |
| Bank of Montreal | 3,613 | $113.0K | 0.00% | +3,613 | New |
| Lindbrook Capital, LLC | 3,555 | $115.0K | 0.02% | −2,298−39.3% | Reduced |
| Group One Trading, L.P. | 4,919 | $159.0K | 0.00% | +4,919 | New |
| Great West Life Assurance Co | 4,645 | $160.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,250 | $169.6K | 0.01% | −15,143−74.3% | Reduced |
| AdvisorShares Investments LLC | 5,951 | $192.0K | 0.03% | +5,951 | New |
| Ameritas Investment Partners, Inc. | 6,141 | $198.0K | 0.01% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 6,377 | $206.0K | 0.06% | −2,748−30.1% | Reduced |
| Oppenheimer & Co Inc | 6,360 | $206.0K | 0.00% | +6,360 | New |
| CIBC Private Wealth Group, LLC | 6,700 | $216.0K | 0.00% | +6,700 | New |
| Compass Financial Advisors LLC | 6,791 | $219.0K | 0.24% | −14,435−68.0% | Reduced |
| Natixis | 7,059 | $228.0K | 0.00% | −163−2.3% | Reduced |
| Convergence Investment Partners, LLC | 7,053 | $228.0K | 0.12% | +7,053 | New |
| Gotham Asset Management, LLC | 7,091 | $229.0K | 0.01% | +7,091 | New |
| Tokio Marine Asset Management Co Ltd | 7,600 | $245.0K | 0.02% | −1,800−19.1% | Reduced |
| Point72 Hong Kong Ltd | 7,825 | $253.0K | 0.02% | +5,214+199.7% | Added |
| STRS Ohio | 8,100 | $261.0K | 0.00% | +8,100 | New |
| GAM Holding AG | 8,272 | $267.0K | 0.01% | −8,073−49.4% | Reduced |
| SeaCrest Wealth Management, LLC | 9,001 | $291.0K | 0.03% | +250+2.9% | Added |
| HighTower Advisors, LLC | 9,148 | $296.0K | 0.00% | +9,148 | New |
| Atom Investors LP | 9,158 | $296.0K | 0.14% | +9,158 | New |
| Citigroup Inc | 9,621 | $311.0K | 0.00% | −30,484−76.0% | Reduced |
| Aigen Investment Management, LP | 9,671 | $312.0K | 0.05% | +9,671 | New |
| Chicago Capital, LLC | 10,073 | $325.0K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 10,298 | $333.0K | 0.00% | −660−6.0% | Reduced |
| Amalgamated Financial Corp. | 10,298 | $333.0K | 0.00% | +10,298 | New |
| Bokf, NA | 10,433 | $337.0K | 0.01% | −188−1.8% | Reduced |
| Tower Research Capital LLC (TRC) | 10,556 | $341.0K | 0.00% | +9,009+582.4% | Added |
| Graham Capital Management, L.P. | 10,718 | $346.0K | 0.02% | +10,718 | New |
| BNP Paribas Arbitrage, SA | 11,476 | $370.7K | 0.00% | −16,189−58.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,482 | $371.0K | 0.00% | −195−1.7% | Reduced |
| Wolverine Trading, LLC | 12,407 | $389.0K | 0.01% | +12,407 | New |
| Public Employees Retirement Association of Colorado | 13,279 | $429.0K | 0.00% | −769−5.5% | Reduced |
| Cutler Group LP | 13,829 | $446.0K | 0.04% | +13,772+24,161.4% | Added |
| US Bancorp | 13,826 | $447.0K | 0.00% | −6,618−32.4% | Reduced |
| Shell Asset Management Co | 14,167 | $458.0K | 0.01% | −2,096−12.9% | Reduced |
| Handelsbanken Fonder AB | 14,900 | $481.0K | 0.00% | −4,500−23.2% | Reduced |
| ProShare Advisors LLC | 14,955 | $483.0K | 0.00% | −2,458−14.1% | Reduced |
| Squarepoint Ops LLC | 15,507 | $501.0K | 0.00% | −58,817−79.1% | Reduced |
| Ascent Group, LLC | 15,950 | $515.0K | 0.06% | +900+6.0% | Added |
| Gsa Capital Partners LLP | 16,873 | $545.0K | 0.07% | +16,873 | New |
| Oberweis Asset Management Inc | 17,100 | $552.0K | 0.11% | +17,100 | New |
| Janus Henderson Group PLC | 17,395 | $562.0K | 0.00% | +15+0.1% | Added |
| Teacher Retirement System of Texas | 18,466 | $596.0K | 0.00% | +1,605+9.5% | Added |
| HSBC Holdings PLC | 18,585 | $600.0K | 0.00% | +231+1.3% | Added |
| AlphaCrest Capital Management LLC | 18,827 | $608.0K | 0.03% | −4,748−20.1% | Reduced |
| Susquehanna International Group, LLP | 19,004 | $614.0K | 0.00% | −3,769−16.6% | Reduced |
| Russell Investments Group, Ltd. | 19,431 | $627.0K | 0.00% | −8,286−29.9% | Reduced |
| American Century Companies Inc | 20,453 | $661.0K | 0.00% | +2,300+12.7% | Added |
| Stifel Financial Corp | 20,596 | $665.0K | 0.00% | +472+2.3% | Added |
| LPL Financial LLC | 20,710 | $669.0K | 0.00% | +1,605+8.4% | Added |
| First Republic Investment Management, Inc. | 22,005 | $711.0K | 0.00% | +355+1.6% | Added |
| Brown Advisory Inc | 23,521 | $760.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 24,169 | $781.0K | 0.01% | +681+2.9% | Added |
| Yarbrough Capital, LLC | 24,290 | $785.0K | 0.04% | +8,846+57.3% | Added |
| UBS Group AG | 24,945 | $806.0K | 0.00% | −30,307−54.9% | Reduced |
| Victory Capital Management Inc | 29,440 | $810.0K | 0.00% | +81+0.3% | Added |
| State Board of Administration of Florida Retirement System | 26,184 | $846.0K | 0.00% | 00.0% | Unchanged |