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 2022
Institutional positions in Evolent Health, Inc. as of Dec 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
- 232
- −15 vs. Q3 2022
- Shares held
- 100.9M
- +5.72M (+6.0%) vs. Q3 2022
- Total value
- $2.83B
- −$587.3M (−17.2%) vs. Q3 2022
- New holders
- 34
- 87 more added
- Sold out
- 49
- 84 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Evolent Health, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 10 | $0 | 0.00% | +10 | New |
| Disciplined Investments, LLC | 4 | $112 | 0.00% | −3−42.9% | Reduced |
| Quadrant Capital Group LLC | 5 | $140 | 0.00% | −149−96.8% | Reduced |
| SJS Investment Consulting Inc. | 5 | $140 | 0.00% | +1+25.0% | Added |
| AdvisorNet Financial, Inc | 5 | $140 | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 15 | $421 | 0.00% | −2−11.8% | Reduced |
| Schubert & Co | 16 | $449 | 0.00% | −15−48.4% | Reduced |
| Kraematon Investment Advisors, Inc | 20 | $562 | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 21 | $590 | 0.00% | −19−47.5% | Reduced |
| Glassman Wealth Services | 30 | $842 | 0.00% | +8+36.4% | Added |
| Institutional & Family Asset Management, LLC | 42 | $1.18K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 50 | $1.40K | 0.00% | −4−7.4% | Reduced |
| Versant Capital Management, Inc | 50 | $1.40K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 63 | $2.00K | 0.00% | +63 | New |
| FinTrust Capital Advisors, LLC | 93 | $2.61K | 0.00% | −279−75.0% | Reduced |
| IFP Advisors, Inc | 86 | $3.00K | 0.00% | −476−84.7% | Reduced |
| Rockefeller Capital Management L.P. | 138 | $3.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 112 | $3.15K | 0.00% | −15−11.8% | Reduced |
| Parallel Advisors, LLC | 113 | $3.17K | 0.00% | +75+197.4% | Added |
| Concord Wealth Partners | 128 | $3.59K | 0.00% | +128 | New |
| Hantz Financial Services, Inc. | 134 | $4.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 195 | $5.48K | 0.00% | +192+6,400.0% | Added |
| Private Trust Co NA | 263 | $7.00K | 0.00% | +62+30.8% | Added |
| Fifth Third Bancorp | 300 | $8.42K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 300 | $8.42K | 0.00% | +300 | New |
| PEAK6 Investments LLC | 360 | $10.1K | 0.00% | +360 | New |
| Allworth Financial LP | 400 | $11.2K | 0.00% | −35−8.0% | Reduced |
| Advisory Services Network, LLC | 410 | $11.5K | 0.00% | +410 | New |
| Belpointe Asset Management LLC | 431 | $12.1K | 0.00% | +431 | New |
| Covestor Ltd | 500 | $14.0K | 0.01% | +493+7,042.9% | Added |
| TCI Wealth Advisors, Inc. | 507 | $14.2K | 0.00% | +340+203.6% | Added |
| One Wealth Advisors, LLC | 518 | $14.5K | 0.00% | +518 | New |
| Signaturefd, LLC | 529 | $14.9K | 0.00% | −192−26.6% | Reduced |
| CWM, LLC | 714 | $20.0K | 0.00% | +214+42.8% | Added |
| Central Trust Co | 735 | $20.6K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 782 | $21.0K | 0.00% | +453+137.7% | Added |
| Proequities, Inc. | 834 | $23.4K | 0.00% | +82+10.9% | Added |
| Tower Research Capital LLC (TRC) | 860 | $24.0K | 0.00% | −5,299−86.0% | Reduced |
| The PNC Financial Services Group, Inc. | 882 | $24.8K | 0.00% | −41−4.4% | Reduced |
| C M Bidwell & Associates Ltd | 925 | $26.0K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,075 | $30.2K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,000 | $32.2K | 0.01% | +1,000 | New |
| Hollencrest Capital Management | 1,500 | $42.1K | 0.01% | +1,500 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,590 | $45.0K | 0.00% | +60+3.9% | Added |
| Group One Trading, L.P. | 1,822 | $51.2K | 0.00% | +1,628+839.2% | Added |
| Van Eck Associates Corp | 1,937 | $54.0K | 0.00% | +1,937 | New |
| Ameliora Wealth Management Ltd. | 2,000 | $56.2K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,058 | $57.8K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,300 | $65.0K | 0.00% | −157−6.4% | Reduced |
| Clear Street Markets LLC | 2,735 | $77.0K | 0.02% | +2,735 | New |
| Lindbrook Capital, LLC | 2,915 | $81.9K | 0.01% | −408−12.3% | Reduced |
| Wolff Wiese Magana LLC | 3,000 | $84.2K | 0.07% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,765 | $105.4K | 0.00% | −1,669−30.7% | Reduced |
| Citigroup Inc | 4,496 | $126.2K | 0.00% | −1,165−20.6% | Reduced |
| Metropolitan Life Insurance Co | 5,067 | $142.3K | 0.01% | +179+3.7% | Added |
| US Bancorp | 5,113 | $143.6K | 0.00% | −648−11.2% | Reduced |
| Simplex Trading, LLC | 6,381 | $179.0K | 0.01% | −10,126−61.3% | Reduced |
| Dakota Wealth Management | 7,269 | $204.1K | 0.01% | +436+6.4% | Added |
| Ameritas Investment Partners, Inc. | 6,428 | $204.4K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 7,807 | $219.2K | 0.01% | −4,651−37.3% | Reduced |
| Diversified Trust Co | 7,874 | $221.0K | 0.01% | +949+13.7% | Added |
| Janney Capital Management LLC | 7,931 | $223.0K | 0.02% | −1,481−15.7% | Reduced |
| Cantor Fitzgerald, L. P. | 7,974 | $224.0K | 0.00% | +57+0.7% | Added |
| Gabelli & Co Investment Advisers, Inc. | 8,000 | $224.6K | 0.05% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 8,060 | $226.3K | 0.00% | +8,060 | New |
| Compass Financial Advisors LLC | 8,620 | $242.1K | 0.33% | +8,620 | New |
| Shell Asset Management Co | 9,291 | $261.0K | 0.01% | −1,956−17.4% | Reduced |
| Walleye Trading LLC | 9,346 | $262.4K | 0.01% | +9,346 | New |
| SeaCrest Wealth Management, LLC | 9,500 | $266.8K | 0.04% | +400+4.4% | Added |
| Bokf, NA | 9,917 | $278.5K | 0.01% | 00.0% | Unchanged |
| Maven Securities LTD | 10,000 | $280.8K | 0.06% | +2,500+33.3% | Added |
| Verition Fund Management LLC | 10,072 | $282.8K | 0.01% | −34,005−77.1% | Reduced |
| Chicago Capital, LLC | 10,073 | $282.9K | 0.02% | 00.0% | Unchanged |
| Pictet Asset Management SA | 10,093 | $283.0K | 0.00% | +4,350+75.7% | Added |
| Boulder Hill Capital Management LP | 10,200 | $286.4K | 0.24% | +10,200 | New |
| ProShare Advisors LLC | 10,549 | $296.2K | 0.00% | +1,512+16.7% | Added |
| Aquatic Capital Management LLC | 10,900 | $306.0K | 0.02% | +10,900 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,551 | $324.4K | 0.00% | +1,304+12.7% | Added |
| Pearl River Capital, LLC | 11,595 | $325.6K | 0.06% | +11,595 | New |
| Old National Bancorp | 12,686 | $356.0K | 0.01% | −2,453−16.2% | Reduced |
| Public Employees Retirement Association of Colorado | 13,279 | $373.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 13,498 | $379.0K | 0.00% | +305+2.3% | Added |
| Two Sigma Advisers, LP | 13,600 | $381.9K | 0.00% | −174,900−92.8% | Reduced |
| Harbour Investments, Inc. | 13,836 | $388.5K | 0.02% | −820−5.6% | Reduced |
| Fox Run Management, L.L.C. | 14,046 | $394.4K | 0.16% | +1,473+11.7% | Added |
| Bessemer Group Inc | 14,242 | $400.0K | 0.00% | +14,242 | New |
| CIBC Private Wealth Group, LLC | 6,700 | $400.7K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 14,494 | $405.4K | 0.00% | −5,290−26.7% | Reduced |
| Handelsbanken Fonder AB | 14,900 | $418.0K | 0.00% | 00.0% | Unchanged |
| Ascent Group, LLC | 15,050 | $422.6K | 0.05% | −200−1.3% | Reduced |
| Yarbrough Capital, LLC | 15,444 | $433.7K | 0.03% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 17,411 | $488.8K | 0.00% | +3,799+27.9% | Added |
| Caas Capital Management LP | 18,000 | $505.4K | 0.10% | +18,000 | New |
| Graham Capital Management, L.P. | 19,719 | $553.7K | 0.02% | −10,135−33.9% | Reduced |
| Prescott Group Capital Management, L.L.C. | 20,000 | $562.0K | 0.12% | 00.0% | Unchanged |
| Stifel Financial Corp | 20,094 | $564.2K | 0.00% | −1,271−5.9% | Reduced |
| Wesbanco Bank Inc | 20,203 | $567.0K | 0.03% | +20,203 | New |
| Caption Management, LLC | 20,313 | $570.4K | 0.10% | +20,313 | New |
| First Republic Investment Management, Inc. | 20,316 | $570.5K | 0.00% | −3,643−15.2% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 20,500 | $575.6K | 0.02% | −4,500−18.0% | Reduced |