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 2023
Institutional positions in Evolent Health, Inc. as of Mar 31, 2023. 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
- 240
- +9 vs. Q4 2022
- Shares held
- 111.8M
- +11.0M (+10.9%) vs. Q4 2022
- Total value
- $3.62B
- +$784.8M (+27.7%) vs. Q4 2022
- New holders
- 42
- 88 more added
- Sold out
- 33
- 73 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Evolent Health, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 23 | $0 | 0.00% | +13+130.0% | Added |
| Ronald Blue Trust, Inc. | 7 | $0 | 0.00% | +7 | New |
| AdvisorNet Financial, Inc | 5 | $162 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 5 | $162 | 0.00% | +1+25.0% | Added |
| SJS Investment Consulting Inc. | 6 | $195 | 0.00% | +1+20.0% | Added |
| Quadrant Capital Group LLC | 9 | $293 | 0.00% | +4+80.0% | Added |
| JFS Wealth Advisors, LLC | 14 | $455 | 0.00% | −1−6.7% | Reduced |
| Schubert & Co | 16 | $520 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 15 | $528 | 0.00% | +15 | New |
| Glassman Wealth Services | 30 | $974 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 33 | $1.07K | 0.00% | −367−91.8% | Reduced |
| Parallel Advisors, LLC | 39 | $1.27K | 0.00% | −74−65.5% | Reduced |
| Ellevest, Inc. | 39 | $1.27K | 0.00% | −11−22.0% | Reduced |
| Institutional & Family Asset Management, LLC | 41 | $1.33K | 0.00% | −1−2.4% | Reduced |
| IFP Advisors, Inc | 68 | $1.35K | 0.00% | −18−20.9% | Reduced |
| Versant Capital Management, Inc | 50 | $1.62K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 51 | $1.66K | 0.00% | +30+142.9% | Added |
| Massmutual Trust Co FSB | 63 | $2.04K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 69 | $2.24K | 0.00% | −460−87.0% | Reduced |
| FinTrust Capital Advisors, LLC | 93 | $2.61K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 112 | $3.63K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 134 | $4.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 128 | $4.15K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 144 | $4.67K | 0.00% | +144 | New |
| First Horizon Advisors, Inc. | 147 | $4.77K | 0.00% | +147 | New |
| Fisher Asset Management, LLC | 170 | $5.52K | 0.00% | +170 | New |
| Private Trust Co NA | 198 | $6.42K | 0.00% | −65−24.7% | Reduced |
| Fifth Third Bancorp | 300 | $9.73K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 300 | $9.73K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 353 | $11.5K | 0.02% | +353 | New |
| Belpointe Asset Management LLC | 431 | $14.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 508 | $16.5K | 0.00% | +1+0.2% | Added |
| Advisory Services Network, LLC | 640 | $20.8K | 0.00% | +230+56.1% | Added |
| Central Trust Co | 735 | $23.9K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 766 | $24.9K | 0.00% | −68−8.2% | Reduced |
| CWM, LLC | 786 | $26.0K | 0.00% | +72+10.1% | Added |
| The PNC Financial Services Group, Inc. | 813 | $26.4K | 0.00% | −69−7.8% | Reduced |
| State of Wyoming | 959 | $31.1K | 0.01% | +959 | New |
| ICA Group Wealth Management, LLC | 1,000 | $32.5K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,075 | $34.9K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,600 | $51.0K | 0.00% | +1,600 | New |
| Covestor Ltd | 1,694 | $55.0K | 0.05% | +1,194+238.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,826 | $59.0K | 0.00% | +236+14.8% | Added |
| Ameliora Wealth Management Ltd. | 2,000 | $64.9K | 0.04% | 00.0% | Unchanged |
| Van Eck Associates Corp | 2,036 | $66.0K | 0.00% | +99+5.1% | Added |
| Values First Advisors, Inc. | 2,047 | $66.4K | 0.04% | +2,047 | New |
| Harbor Investment Advisory, LLC | 2,058 | $66.8K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,310 | $75.0K | 0.00% | +10+0.4% | Added |
| Lindbrook Capital, LLC | 2,574 | $83.5K | 0.01% | −341−11.7% | Reduced |
| Natixis | 2,611 | $84.7K | 0.00% | −20,000−88.5% | Reduced |
| Wolff Wiese Magana LLC | 3,000 | $97.3K | 0.08% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,313 | $108.0K | 0.00% | −10,929−76.7% | Reduced |
| US Bancorp | 3,346 | $108.6K | 0.00% | −1,767−34.6% | Reduced |
| Counterpoint Mutual Funds LLC | 3,433 | $111.4K | 0.10% | +3,433 | New |
| Metropolitan Life Insurance Co | 4,433 | $143.9K | 0.01% | −634−12.5% | Reduced |
| Advisor Group Holdings, Inc. | 4,828 | $156.6K | 0.00% | +1,063+28.2% | Added |
| Aquatic Capital Management LLC | 4,900 | $159.0K | 0.01% | −6,000−55.0% | Reduced |
| Tower Research Capital LLC (TRC) | 6,042 | $196.0K | 0.01% | +5,182+602.6% | Added |
| Chicago Partners Investment Group LLC | 5,750 | $203.3K | 0.01% | +5,750 | New |
| Oppenheimer & Co Inc | 6,360 | $206.4K | 0.00% | +6,360 | New |
| Petrus Trust Company, LTA | 6,412 | $208.1K | 0.03% | +6,412 | New |
| Ameritas Investment Partners, Inc. | 6,428 | $208.6K | 0.01% | 00.0% | Unchanged |
| O'Neil Global Advisors, Inc. | 6,640 | $215.0K | 0.11% | +6,640 | New |
| Los Angeles Capital Management LLC | 7,041 | $228.5K | 0.00% | −1,019−12.6% | Reduced |
| CIBC Private Wealth Group, LLC | 7,135 | $231.5K | 0.00% | +435+6.5% | Added |
| Verition Fund Management LLC | 7,579 | $245.9K | 0.00% | −2,493−24.8% | Reduced |
| Cantor Fitzgerald, L. P. | 7,757 | $251.7K | 0.01% | −217−2.7% | Reduced |
| Dakota Wealth Management | 7,781 | $252.5K | 0.02% | +512+7.0% | Added |
| D. E. Shaw & Co., Inc. | 7,888 | $256.0K | 0.00% | −57,324−87.9% | Reduced |
| Shell Asset Management Co | 9,259 | $300.0K | 0.01% | −32−0.3% | Reduced |
| Janney Capital Management LLC | 9,364 | $304.0K | 0.02% | +1,433+18.1% | Added |
| HighTower Advisors, LLC | 9,520 | $308.0K | 0.00% | +9,520 | New |
| ProShare Advisors LLC | 9,649 | $313.1K | 0.00% | −900−8.5% | Reduced |
| SeaCrest Wealth Management, LLC | 9,650 | $313.1K | 0.04% | +150+1.6% | Added |
| HMS Capital Management, LLC | 9,921 | $321.9K | 0.20% | +9,921 | New |
| Maven Securities LTD | 10,000 | $324.5K | 0.05% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 10,000 | $324.5K | 0.06% | +2,000+25.0% | Added |
| Chicago Capital, LLC | 10,073 | $326.9K | 0.02% | 00.0% | Unchanged |
| Pictet Asset Management SA | 10,810 | $350.8K | 0.00% | +717+7.1% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 11,451 | $371.6K | 0.01% | +11,451 | New |
| Compass Financial Advisors LLC | 11,495 | $373.0K | 0.47% | +2,875+33.4% | Added |
| Amalgamated Bank | 11,621 | $377.0K | 0.00% | −1,877−13.9% | Reduced |
| HN Saltoro Capital, LP | 10,800 | $393.2K | 1.15% | +10,800 | New |
| Pearl River Capital, LLC | 12,814 | $415.8K | 0.07% | +1,219+10.5% | Added |
| Two Sigma Advisers, LP | 13,100 | $425.1K | 0.00% | −500−3.7% | Reduced |
| Public Employees Retirement Association of Colorado | 13,279 | $431.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13,761 | $446.5K | 0.02% | −75−0.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,274 | $463.2K | 0.00% | +2,723+23.6% | Added |
| Handelsbanken Fonder AB | 14,900 | $484.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 15,166 | $492.1K | 0.00% | −5,150−25.3% | Reduced |
| New York Life Investment Management LLC | 15,279 | $495.8K | 0.01% | +15,279 | New |
| Cubist Systematic Strategies, LLC | 15,341 | $497.8K | 0.00% | −9,359−37.9% | Reduced |
| Ascent Group, LLC | 15,350 | $498.1K | 0.05% | +300+2.0% | Added |
| Summit Global Investments | 16,200 | $526.0K | 0.04% | −7,700−32.2% | Reduced |
| Level Four Advisory Services, LLC | 17,155 | $556.7K | 0.04% | +17,155 | New |
| Winton Group Ltd | 17,613 | $571.5K | 0.03% | +17,613 | New |
| AE Wealth Management LLC | 17,751 | $576.0K | 0.00% | +17,751 | New |
| Lombard Odier Asset Management (Europe) Ltd | 18,000 | $584.1K | 0.03% | −2,500−12.2% | Reduced |
| Prescott Group Capital Management, L.L.C. | 20,000 | $649.0K | 0.15% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 20,203 | $656.0K | 0.03% | 00.0% | Unchanged |