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 |
|---|---|---|---|---|---|
| One Wealth Advisors, LLC | 518 | $14.5K | 0.00% | +518 | New |
| TCI Wealth Advisors, Inc. | 507 | $14.2K | 0.00% | +340+203.6% | Added |
| Covestor Ltd | 500 | $14.0K | 0.01% | +493+7,042.9% | Added |
| Belpointe Asset Management LLC | 431 | $12.1K | 0.00% | +431 | New |
| Advisory Services Network, LLC | 410 | $11.5K | 0.00% | +410 | New |
| Allworth Financial LP | 400 | $11.2K | 0.00% | −35−8.0% | Reduced |
| PEAK6 Investments LLC | 360 | $10.1K | 0.00% | +360 | New |
| Fifth Third Bancorp | 300 | $8.42K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 300 | $8.42K | 0.00% | +300 | New |
| Private Trust Co NA | 263 | $7.00K | 0.00% | +62+30.8% | Added |
| Dark Forest Capital Management LP | 195 | $5.48K | 0.00% | +192+6,400.0% | Added |
| Hantz Financial Services, Inc. | 134 | $4.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 128 | $3.59K | 0.00% | +128 | New |
| Parallel Advisors, LLC | 113 | $3.17K | 0.00% | +75+197.4% | Added |
| Manchester Capital Management LLC | 112 | $3.15K | 0.00% | −15−11.8% | 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 |
| FinTrust Capital Advisors, LLC | 93 | $2.61K | 0.00% | −279−75.0% | Reduced |
| Massmutual Trust Co FSB | 63 | $2.00K | 0.00% | +63 | New |
| Ellevest, Inc. | 50 | $1.40K | 0.00% | −4−7.4% | Reduced |
| Versant Capital Management, Inc | 50 | $1.40K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 42 | $1.18K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 30 | $842 | 0.00% | +8+36.4% | Added |
| Bell Investment Advisors, Inc | 21 | $590 | 0.00% | −19−47.5% | Reduced |
| Kraematon Investment Advisors, Inc | 20 | $562 | 0.00% | +20 | New |
| Schubert & Co | 16 | $449 | 0.00% | −15−48.4% | Reduced |
| JFS Wealth Advisors, LLC | 15 | $421 | 0.00% | −2−11.8% | 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 |
| Disciplined Investments, LLC | 4 | $112 | 0.00% | −3−42.9% | Reduced |
| Steward Financial Group LLC | 10 | $0 | 0.00% | +10 | New |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −642,147−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −294,537−100.0% | Sold out |
| Stamina Capital Management LP | 0 | $0 | 0.00% | −253,703−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −221,380−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −185,000−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −171,704−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −152,326−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −131,493−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −127,173−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −94,800−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −92,664−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −82,740−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −81,883−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −80,287−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −71,129−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −45,668−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −41,235−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −35,759−100.0% | Sold out |
| New York Life Investments Alternatives | 0 | $0 | 0.00% | −32,932−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −27,081−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −24,538−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −24,221−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −24,165−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −20,489−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −20,263−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −19,100−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −18,404−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −17,369−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −17,041−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −16,995−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −13,694−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −13,625−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −13,249−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −11,550−100.0% | Sold out |
| Thompson Davis & Co., Inc. | 0 | $0 | 0.00% | −10,125−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −9,364−100.0% | Sold out |
| HMS Capital Management, LLC | 0 | $0 | 0.00% | −8,927−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −8,486−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −6,633−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −6,454−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −5,201−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −4,475−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −2,262−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,176−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,425−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −694−100.0% | Sold out |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| Jefferies Group LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |