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, Q2 2023
Institutional positions in Evolent Health, Inc. as of Jun 30, 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
- 217
- −23 vs. Q1 2023
- Shares held
- 117.7M
- +5.86M (+5.2%) vs. Q1 2023
- Total value
- $3.55B
- −$61.6M (−1.7%) vs. Q1 2023
- New holders
- 22
- 83 more added
- Sold out
- 45
- 73 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Evolent Health, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 26,305 | $0 | 0.00% | +26,305 | New |
| Quadrant Capital Group LLC | 5 | $152 | 0.00% | −4−44.4% | Reduced |
| SJS Investment Consulting Inc. | 5 | $152 | 0.00% | −1−16.7% | Reduced |
| Disciplined Investments, LLC | 5 | $152 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6 | $182 | 0.00% | +1+20.0% | Added |
| JFS Wealth Advisors, LLC | 14 | $425 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 18 | $545 | 0.00% | −941−98.1% | Reduced |
| Parallel Advisors, LLC | 22 | $667 | 0.00% | −17−43.6% | Reduced |
| Glassman Wealth Services | 30 | $909 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 34 | $1.03K | 0.00% | −35−50.7% | Reduced |
| Bell Investment Advisors, Inc | 36 | $1.09K | 0.00% | −15−29.4% | Reduced |
| Institutional & Family Asset Management, LLC | 41 | $1.24K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 50 | $1.51K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 50 | $1.51K | 0.00% | +50 | New |
| FinTrust Capital Advisors, LLC | 93 | $2.61K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 93 | $2.82K | 0.00% | +30+47.6% | Added |
| Private Trust Co NA | 110 | $3.33K | 0.00% | −88−44.4% | Reduced |
| Fred Alger Management, LLC | 127 | $3.85K | 0.00% | −1,350,978−100.0% | Reduced |
| Concord Wealth Partners | 128 | $3.88K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 134 | $4.00K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 119 | $4.00K | 0.00% | +119 | New |
| Wolverine Asset Management LLC | 144 | $4.36K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 170 | $5.15K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 188 | $5.70K | 0.00% | +41+27.9% | Added |
| Fifth Third Bancorp | 300 | $9.09K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 300 | $9.09K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 544 | $16.5K | 0.00% | −269−33.1% | Reduced |
| CWM, LLC | 709 | $21.0K | 0.00% | −77−9.8% | Reduced |
| Central Trust Co | 735 | $22.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 839 | $25.4K | 0.00% | +73+9.5% | Added |
| ICA Group Wealth Management, LLC | 1,000 | $30.3K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,029 | $31.2K | 0.00% | −1,281−55.5% | Reduced |
| Salem Investment Counselors Inc | 1,075 | $32.6K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,121 | $34.0K | 0.00% | +1,121 | New |
| Simplex Trading, LLC | 1,200 | $36.0K | 0.00% | +1,200 | New |
| Covestor Ltd | 1,487 | $45.0K | 0.03% | −207−12.2% | Reduced |
| Van Eck Associates Corp | 1,772 | $54.0K | 0.00% | −264−13.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,895 | $57.0K | 0.00% | +69+3.8% | Added |
| Harbor Investment Advisory, LLC | 2,058 | $62.4K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,151 | $65.2K | 0.00% | −3,891−64.4% | Reduced |
| Lindbrook Capital, LLC | 2,529 | $76.6K | 0.01% | −45−1.7% | Reduced |
| Advisor Group Holdings, Inc. | 2,640 | $80.0K | 0.00% | −2,188−45.3% | Reduced |
| US Bancorp | 2,923 | $88.6K | 0.00% | −423−12.6% | Reduced |
| Wolff Wiese Magana LLC | 3,000 | $90.9K | 0.07% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,313 | $100.0K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 4,108 | $124.5K | 0.09% | +4,108 | New |
| Clearstead Advisors, LLC | 4,200 | $127.3K | 0.01% | +4,200 | New |
| STRS Ohio | 5,700 | $172.0K | 0.00% | +4,100+256.3% | Added |
| Metropolitan Life Insurance Co | 6,017 | $182.3K | 0.01% | +1,584+35.7% | Added |
| Mackenzie Financial Corp | 7,133 | $214.6K | 0.00% | +7,133 | New |
| CIBC Private Wealth Group, LLC | 7,135 | $216.2K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 7,185 | $217.7K | 0.00% | +144+2.0% | Added |
| Teza Capital Management LLC | 7,317 | $221.7K | 0.04% | +7,317 | New |
| Teacher Retirement System of Texas | 7,608 | $231.0K | 0.00% | −14,440−65.5% | Reduced |
| LPL Financial LLC | 7,895 | $239.2K | 0.00% | −12,952−62.1% | Reduced |
| Dakota Wealth Management | 7,900 | $239.4K | 0.01% | +119+1.5% | Added |
| HighTower Advisors, LLC | 8,970 | $271.0K | 0.00% | −550−5.8% | Reduced |
| Ameritas Investment Partners, Inc. | 9,098 | $275.7K | 0.01% | +2,670+41.5% | Added |
| Janney Capital Management LLC | 9,316 | $282.0K | 0.02% | −48−0.5% | Reduced |
| SeaCrest Wealth Management, LLC | 9,780 | $296.3K | 0.04% | +130+1.3% | Added |
| Gabelli & Co Investment Advisers, Inc. | 10,000 | $303.0K | 0.05% | 00.0% | Unchanged |
| Maven Securities LTD | 10,000 | $303.0K | 0.04% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 10,052 | $304.6K | 0.18% | +131+1.3% | Added |
| Chicago Capital, LLC | 10,073 | $305.2K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management SA | 10,810 | $327.5K | 0.00% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 11,869 | $359.6K | 0.06% | −945−7.4% | Reduced |
| Altshuler Shaham Ltd | 12,000 | $363.6K | 0.01% | +12,000 | New |
| New York Life Investment Management LLC | 12,701 | $384.8K | 0.00% | −2,578−16.9% | Reduced |
| Two Sigma Investments, LP | 12,847 | $389.3K | 0.00% | +12,847 | New |
| Public Employees Retirement Association of Colorado | 13,279 | $402.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13,586 | $411.7K | 0.02% | −175−1.3% | Reduced |
| Petrus Trust Company, LTA | 13,812 | $418.5K | 0.05% | +7,400+115.4% | Added |
| Verition Fund Management LLC | 14,049 | $425.7K | 0.01% | +6,470+85.4% | Added |
| Zevenbergen Capital Investments LLC | 14,150 | $428.7K | 0.01% | +14,150 | New |
| Ascent Group, LLC | 14,900 | $430.5K | 0.05% | −450−2.9% | Reduced |
| ProShare Advisors LLC | 14,329 | $434.2K | 0.00% | +4,680+48.5% | Added |
| Handelsbanken Fonder AB | 14,900 | $451.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 15,523 | $470.0K | 0.00% | +3,902+33.6% | Added |
| Prudential Financial Inc | 15,881 | $481.2K | 0.00% | −24,741−60.9% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 16,000 | $484.8K | 0.02% | −2,000−11.1% | Reduced |
| AtonRa Partners | 17,124 | $518.9K | 0.80% | +17,124 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,164 | $520.1K | 0.00% | +2,890+20.2% | Added |
| Shell Asset Management Co | 20,829 | $631.0K | 0.02% | +11,570+125.0% | Added |
| AQR Capital Management LLC | 22,044 | $667.9K | 0.00% | −925−4.0% | Reduced |
| Perfromance Wealth Partners, LLC | 23,385 | $682.8K | 0.03% | −100−0.4% | Reduced |
| Envestnet Asset Management Inc | 22,588 | $684.4K | 0.00% | −7,169−24.1% | Reduced |
| Stifel Financial Corp | 23,502 | $712.1K | 0.00% | +1,144+5.1% | Added |
| Jump Financial, LLC | 24,604 | $745.5K | 0.03% | +24,604 | New |
| Great West Life Assurance Co | 25,493 | $777.0K | 0.00% | +5,066+24.8% | Added |
| Quantbot Technologies LP | 26,926 | $815.9K | 0.05% | +26,926 | New |
| Arizona State Retirement System | 28,073 | $850.6K | 0.01% | +3,151+12.6% | Added |
| Aquatic Capital Management LLC | 29,600 | $897.0K | 0.05% | +24,700+504.1% | Added |
| Schonfeld Strategic Advisors LLC | 30,600 | $927.2K | 0.01% | −70,900−69.9% | Reduced |
| Ensign Peak Advisors, Inc | 30,610 | $927.5K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 31,177 | $944.7K | 0.13% | +8,779+39.2% | Added |
| State Board of Administration of Florida Retirement System | 31,274 | $947.6K | 0.00% | +5,090+19.4% | Added |
| Brown Advisory Inc | 31,306 | $948.6K | 0.00% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 31,328 | $949.0K | 0.04% | +11,125+55.1% | Added |
| Left Brain Wealth Management, LLC | 32,989 | $999.6K | 0.61% | +961+3.0% | Added |