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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 5,434 | $196.0K | 0.00% | −23,542−81.2% | Reduced |
| Point72 Hong Kong Ltd | 5,201 | $187.0K | 0.01% | +5,201 | New |
| Metropolitan Life Insurance Co | 4,888 | $175.6K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 4,475 | $161.0K | 0.01% | +1,556+53.3% | Added |
| Lindbrook Capital, LLC | 3,323 | $119.0K | 0.02% | −224−6.3% | Reduced |
| Wolff Wiese Magana LLC | 3,000 | $108.0K | 0.09% | 00.0% | Unchanged |
| Spire Wealth Management | 2,262 | $81.0K | 0.00% | +2,262 | New |
| 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 |
| Jefferies Group LLC | 2,076 | $74.6K | 0.00% | −3,247−61.0% | Reduced |
| Harbor Investment Advisory, LLC | 2,058 | $74.0K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 2,000 | $61.0K | 0.03% | +2,000 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,530 | $56.0K | 0.00% | −119−7.2% | Reduced |
| State of Wyoming | 1,425 | $51.0K | 0.03% | −610−30.0% | Reduced |
| Salem Investment Counselors Inc | 1,075 | $39.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 923 | $34.0K | 0.00% | +537+139.1% | Added |
| C M Bidwell & Associates Ltd | 925 | $33.0K | 0.03% | +925 | New |
| Proequities, Inc. | 752 | $27.0K | 0.00% | +752 | New |
| Central Trust Co | 735 | $26.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 721 | $26.0K | 0.00% | +41+6.0% | Added |
| Altshuler Shaham Ltd | 694 | $25.0K | 0.00% | +694 | New |
| CWM, LLC | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 562 | $18.0K | 0.00% | +503+852.5% | Added |
| Allworth Financial LP | 435 | $16.0K | 0.00% | +31+7.7% | Added |
| FinTrust Capital Advisors, LLC | 372 | $12.0K | 0.00% | +11+3.0% | Added |
| Cutler Group LP | 329 | $11.0K | 0.00% | −2,500−88.4% | Reduced |
| Fifth Third Bancorp | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 300 | $10.8K | 0.00% | +300 | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Absolute Capital Management, LLC | 38 | $1.38K | 0.00% | +38 | 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 |
| 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 |
| Camber Capital Management LP | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| Park West Asset Management LLC | 0 | $0 | 0.00% | −327,617−100.0% | Sold out |
| Tri Locum Partners LP | 0 | $0 | 0.00% | −324,869−100.0% | Sold out |
| 13D Management LLC | 0 | $0 | 0.00% | −287,703−100.0% | Sold out |
| Pura Vida Investments, LLC | 0 | $0 | 0.00% | −230,000−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −142,200−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −86,385−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −40,194−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −10,736−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −8,272−100.0% | Sold out |
| Tokio Marine Asset Management Co Ltd | 0 | $0 | 0.00% | −8,200−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −6,903−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −6,596−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −1,758−100.0% | Sold out |
| Vectors Research Management, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Retirement Group, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |