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, Q3 2022
Institutional positions in Evolent Health, Inc. as of Sep 30, 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
- 251
- +35 vs. Q2 2022
- Shares held
- 95.3M
- +5.54M (+6.2%) vs. Q2 2022
- Total value
- $3.42B
- +$666.7M (+24.2%) vs. Q2 2022
- New holders
- 55
- 92 more added
- Sold out
- 20
- 75 more reduced
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Evolent Health, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dark Forest Capital Management LP | 3 | $0 | 0.00% | −64−95.5% | Reduced |
| Disciplined Investments, LLC | 7 | $0 | 0.00% | +1+16.7% | Added |
| Covestor Ltd | 7 | $0 | 0.00% | −4−36.4% | Reduced |
| SJS Investment Consulting Inc. | 4 | $0 | 0.00% | +4 | New |
| Parallel Advisors, LLC | 38 | $1.00K | 0.00% | −18−32.1% | Reduced |
| Glassman Wealth Services | 22 | $1.00K | 0.00% | −5−18.5% | Reduced |
| Bell Investment Advisors, Inc | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 31 | $1.00K | 0.00% | +10+47.6% | Added |
| JFS Wealth Advisors, LLC | 17 | $1.00K | 0.00% | +1+6.3% | Added |
| Absolute Capital Management, LLC | 38 | $1.38K | 0.00% | +38 | New |
| Ellevest, Inc. | 54 | $2.00K | 0.00% | +4+8.0% | Added |
| Institutional & Family Asset Management, LLC | 42 | $2.00K | 0.00% | −8−16.0% | Reduced |
| Versant Capital Management, Inc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 138 | $4.00K | 0.00% | −109−44.1% | Reduced |
| Selective Wealth Management, Inc. | 100 | $4.00K | 0.00% | −100−50.0% | Reduced |
| Manchester Capital Management LLC | 127 | $5.00K | 0.00% | −492−79.5% | Reduced |
| Hantz Financial Services, Inc. | 134 | $5.00K | 0.00% | −57−29.8% | Reduced |
| TCI Wealth Advisors, Inc. | 167 | $6.00K | 0.00% | +2+1.2% | Added |
| Quadrant Capital Group LLC | 154 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 176 | $6.00K | 0.00% | +176 | New |
| Group One Trading, L.P. | 194 | $7.00K | 0.00% | −34,190−99.4% | Reduced |
| Private Trust Co NA | 201 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 200 | $7.00K | 0.00% | +200 | New |
| American Portfolios Advisors | 300 | $10.8K | 0.00% | +300 | New |
| Cutler Group LP | 329 | $11.0K | 0.00% | −2,500−88.4% | Reduced |
| Fifth Third Bancorp | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 372 | $12.0K | 0.00% | +11+3.0% | Added |
| Allworth Financial LP | 435 | $16.0K | 0.00% | +31+7.7% | Added |
| CWM, LLC | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 562 | $18.0K | 0.00% | +503+852.5% | Added |
| Altshuler Shaham Ltd | 694 | $25.0K | 0.00% | +694 | New |
| Central Trust Co | 735 | $26.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 721 | $26.0K | 0.00% | +41+6.0% | Added |
| Proequities, Inc. | 752 | $27.0K | 0.00% | +752 | New |
| C M Bidwell & Associates Ltd | 925 | $33.0K | 0.03% | +925 | New |
| The PNC Financial Services Group, Inc. | 923 | $34.0K | 0.00% | +537+139.1% | Added |
| Salem Investment Counselors Inc | 1,075 | $39.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,425 | $51.0K | 0.03% | −610−30.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,530 | $56.0K | 0.00% | −119−7.2% | Reduced |
| Ameliora Wealth Management Ltd. | 2,000 | $61.0K | 0.03% | +2,000 | New |
| Harbor Investment Advisory, LLC | 2,058 | $74.0K | 0.01% | 00.0% | Unchanged |
| Jefferies Group LLC | 2,076 | $74.6K | 0.00% | −3,247−61.0% | Reduced |
| Nisa Investment Advisors, LLC | 2,457 | $78.0K | 0.00% | +207+9.2% | Added |
| Quantbot Technologies LP | 2,176 | $78.0K | 0.01% | +2,176 | New |
| Spire Wealth Management | 2,262 | $81.0K | 0.00% | +2,262 | New |
| Wolff Wiese Magana LLC | 3,000 | $108.0K | 0.09% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,323 | $119.0K | 0.02% | −224−6.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,475 | $161.0K | 0.01% | +1,556+53.3% | Added |
| Metropolitan Life Insurance Co | 4,888 | $175.6K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 5,201 | $187.0K | 0.01% | +5,201 | New |
| Advisor Group Holdings, Inc. | 5,434 | $196.0K | 0.00% | −23,542−81.2% | Reduced |
| Citigroup Inc | 5,661 | $204.0K | 0.00% | −5,075−47.3% | Reduced |
| Pictet Asset Management SA | 5,743 | $206.0K | 0.00% | +5,743 | New |
| US Bancorp | 5,761 | $207.0K | 0.00% | −5,329−48.1% | Reduced |
| Tower Research Capital LLC (TRC) | 6,159 | $221.0K | 0.00% | +3,446+127.0% | Added |
| Ameritas Investment Partners, Inc. | 6,428 | $230.0K | 0.01% | +287+4.7% | Added |
| Oppenheimer & Co Inc | 6,454 | $232.0K | 0.01% | +6,454 | New |
| Magnetar Financial LLC | 6,633 | $238.0K | 0.00% | +6,633 | New |
| CIBC Private Wealth Group, LLC | 6,700 | $241.0K | 0.00% | 00.0% | Unchanged |
| Dakota Wealth Management | 6,833 | $246.0K | 0.02% | +6,833 | New |
| Diversified Trust Co | 6,925 | $249.0K | 0.01% | +6,925 | New |
| Maven Securities LTD | 7,500 | $270.0K | 0.01% | +7,500 | New |
| Cantor Fitzgerald, L. P. | 7,917 | $284.0K | 0.01% | +7,917 | New |
| Gabelli & Co Investment Advisers, Inc. | 8,000 | $287.0K | 0.04% | −3,000−27.3% | Reduced |
| Winton Group Ltd | 8,486 | $305.0K | 0.02% | +8,486 | New |
| HMS Capital Management, LLC | 8,927 | $321.0K | 0.19% | −181−2.0% | Reduced |
| ProShare Advisors LLC | 9,037 | $324.0K | 0.00% | −172−1.9% | Reduced |
| SeaCrest Wealth Management, LLC | 9,100 | $327.0K | 0.05% | −50−0.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,364 | $336.0K | 0.01% | +9,364 | New |
| Janney Capital Management LLC | 9,412 | $338.0K | 0.03% | +9,412 | New |
| Bokf, NA | 9,917 | $356.0K | 0.01% | −66−0.7% | Reduced |
| Chicago Capital, LLC | 10,073 | $362.0K | 0.02% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 10,125 | $364.0K | 0.49% | +10,125 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,247 | $368.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 11,247 | $404.0K | 0.02% | −2,945−20.8% | Reduced |
| O'Neil Global Advisors, Inc. | 11,550 | $415.0K | 1.64% | +11,550 | New |
| Great West Life Assurance Co | 12,417 | $446.0K | 0.00% | +8,402+209.3% | Added |
| Engineers Gate Manager LP | 12,458 | $448.0K | 0.03% | +12,458 | New |
| Harbour Investments, Inc. | 14,656 | $450.0K | 0.03% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 12,573 | $452.0K | 0.18% | +12,573 | New |
| UBS Group AG | 12,984 | $466.0K | 0.00% | +7,592+140.8% | Added |
| Amalgamated Bank | 13,193 | $474.0K | 0.00% | +212+1.6% | Added |
| Squarepoint Ops LLC | 13,249 | $476.0K | 0.00% | +13,249 | New |
| Public Employees Retirement Association of Colorado | 13,279 | $477.0K | 0.00% | 00.0% | Unchanged |
| Ascent Group, LLC | 15,250 | $485.0K | 0.06% | −1,250−7.6% | Reduced |
| Janus Henderson Group PLC | 13,612 | $490.0K | 0.00% | −3,807−21.9% | Reduced |
| Cinctive Capital Management LP | 13,625 | $490.0K | 0.02% | +13,625 | New |
| Ergoteles LLC | 13,694 | $492.0K | 0.02% | +13,694 | New |
| Handelsbanken Fonder AB | 14,900 | $535.0K | 0.00% | 00.0% | Unchanged |
| Old National Bancorp | 15,139 | $544.0K | 0.02% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 15,444 | $555.0K | 0.04% | 00.0% | Unchanged |
| Simplex Trading, LLC | 16,507 | $593.0K | 0.02% | +14,432+695.5% | Added |
| Quadrature Capital Ltd | 16,995 | $611.0K | 0.02% | +16,995 | New |
| Mackenzie Financial Corp | 17,041 | $612.0K | 0.00% | +17,041 | New |
| Level Four Advisory Services, LLC | 17,369 | $624.0K | 0.06% | +17,369 | New |
| Acadian Asset Management LLC | 18,404 | $660.0K | 0.00% | +18,404 | New |
| STRS Ohio | 19,100 | $686.0K | 0.00% | +17,400+1,023.5% | Added |
| Prescott Group Capital Management, L.L.C. | 20,000 | $719.0K | 0.22% | +20,000 | New |
| HSBC Holdings PLC | 19,784 | $724.0K | 0.00% | +8,616+77.1% | Added |
| Campbell & CO Investment Adviser LLC | 20,263 | $728.0K | 0.17% | +20,263 | New |