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 |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 1,075 | $34.9K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,000 | $32.5K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 959 | $31.1K | 0.01% | +959 | New |
| The PNC Financial Services Group, Inc. | 813 | $26.4K | 0.00% | −69−7.8% | Reduced |
| CWM, LLC | 786 | $26.0K | 0.00% | +72+10.1% | Added |
| Proequities, Inc. | 766 | $24.9K | 0.00% | −68−8.2% | Reduced |
| Central Trust Co | 735 | $23.9K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 640 | $20.8K | 0.00% | +230+56.1% | Added |
| TCI Wealth Advisors, Inc. | 508 | $16.5K | 0.00% | +1+0.2% | Added |
| Belpointe Asset Management LLC | 431 | $14.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 353 | $11.5K | 0.02% | +353 | New |
| Fifth Third Bancorp | 300 | $9.73K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 300 | $9.73K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 198 | $6.42K | 0.00% | −65−24.7% | Reduced |
| Fisher Asset Management, LLC | 170 | $5.52K | 0.00% | +170 | New |
| First Horizon Advisors, Inc. | 147 | $4.77K | 0.00% | +147 | New |
| Wolverine Asset Management LLC | 144 | $4.67K | 0.00% | +144 | New |
| Concord Wealth Partners | 128 | $4.15K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 134 | $4.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 112 | $3.63K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 93 | $2.61K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 69 | $2.24K | 0.00% | −460−87.0% | Reduced |
| Massmutual Trust Co FSB | 63 | $2.04K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 51 | $1.66K | 0.00% | +30+142.9% | Added |
| Versant Capital Management, Inc | 50 | $1.62K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 68 | $1.35K | 0.00% | −18−20.9% | Reduced |
| Institutional & Family Asset Management, LLC | 41 | $1.33K | 0.00% | −1−2.4% | Reduced |
| Parallel Advisors, LLC | 39 | $1.27K | 0.00% | −74−65.5% | Reduced |
| Ellevest, Inc. | 39 | $1.27K | 0.00% | −11−22.0% | Reduced |
| Allworth Financial LP | 33 | $1.07K | 0.00% | −367−91.8% | Reduced |
| Glassman Wealth Services | 30 | $974 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 15 | $528 | 0.00% | +15 | New |
| Schubert & Co | 16 | $520 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 14 | $455 | 0.00% | −1−6.7% | Reduced |
| Quadrant Capital Group LLC | 9 | $293 | 0.00% | +4+80.0% | Added |
| SJS Investment Consulting Inc. | 6 | $195 | 0.00% | +1+20.0% | Added |
| AdvisorNet Financial, Inc | 5 | $162 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 5 | $162 | 0.00% | +1+25.0% | Added |
| Steward Financial Group LLC | 23 | $0 | 0.00% | +13+130.0% | Added |
| Ronald Blue Trust, Inc. | 7 | $0 | 0.00% | +7 | New |
| Woodline Partners LP | 0 | $0 | 0.00% | −264,328−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −81,950−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −55,218−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −40,483−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −32,480−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −30,221−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −29,094−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −26,310−100.0% | Sold out |
| Granite Point Capital Management, L.P. | 0 | $0 | 0.00% | −25,900−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −23,490−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −20,313−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −19,719−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Yarbrough Capital, LLC | 0 | $0 | 0.00% | −15,444−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −14,494−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −14,046−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −12,686−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −9,917−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −9,346−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −7,874−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −7,807−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −6,381−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −2,735−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,822−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −925−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −782−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −518−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Kraematon Investment Advisors, Inc | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |