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, Q3 2023
Institutional positions in Evolent Health, Inc. as of Sep 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
- 203
- −12 vs. Q2 2023
- Shares held
- 122.2M
- +4.83M (+4.1%) vs. Q2 2023
- Total value
- $3.34B
- −$201.1M (−5.7%) vs. Q2 2023
- New holders
- 18
- 83 more added
- Sold out
- 30
- 73 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Evolent Health, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | −1,481−99.6% | Reduced |
| Steward Financial Group LLC | 23 | $0 | 0.00% | +23 | New |
| Bell Investment Advisors, Inc | 5 | $137 | 0.00% | −31−86.1% | Reduced |
| AdvisorNet Financial, Inc | 8 | $218 | 0.00% | +2+33.3% | Added |
| SJS Investment Consulting Inc. | 10 | $273 | 0.00% | +5+100.0% | Added |
| Parallel Advisors, LLC | 16 | $436 | 0.00% | −6−27.3% | Reduced |
| Allworth Financial LP | 18 | $491 | 0.00% | −15−45.5% | Reduced |
| JFS Wealth Advisors, LLC | 22 | $600 | 0.00% | +8+57.1% | Added |
| Institutional & Family Asset Management, LLC | 26 | $708 | 0.00% | −15−36.6% | Reduced |
| Glassman Wealth Services | 30 | $817 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 35 | $1.00K | 0.00% | +35 | New |
| GPS Wealth Strategies Group, LLC | 50 | $1.36K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 50 | $1.36K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 63 | $1.72K | 0.00% | −30−32.3% | Reduced |
| Signaturefd, LLC | 92 | $2.50K | 0.00% | +58+170.6% | Added |
| Quadrant Capital Group LLC | 105 | $2.86K | 0.00% | +100+2,000.0% | Added |
| West Tower Group, LLC | 117 | $3.19K | 0.00% | −3,991−97.2% | Reduced |
| Concord Wealth Partners | 128 | $3.48K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 134 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 170 | $4.63K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 225 | $6.05K | 0.00% | +225 | New |
| EverSource Wealth Advisors, LLC | 229 | $6.24K | 0.00% | +229 | New |
| Fifth Third Bancorp | 300 | $8.17K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 439 | $12.0K | 0.00% | −105−19.3% | Reduced |
| CWM, LLC | 701 | $19.0K | 0.00% | −8−1.1% | Reduced |
| Central Trust Co | 735 | $20.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,121 | $30.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,237 | $33.7K | 0.01% | +1,219+6,772.2% | Added |
| Citigroup Inc | 1,586 | $43.2K | 0.00% | −35,101−95.7% | Reduced |
| Cubist Systematic Strategies, LLC | 1,720 | $46.8K | 0.00% | +1,720 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,883 | $51.0K | 0.00% | −12−0.6% | Reduced |
| Harbor Investment Advisory, LLC | 2,058 | $56.0K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 2,095 | $57.0K | 0.00% | +323+18.2% | Added |
| US Bancorp | 2,168 | $59.0K | 0.00% | −755−25.8% | Reduced |
| KBC Group NV | 2,308 | $63.0K | 0.00% | +2,308 | New |
| Lindbrook Capital, LLC | 2,364 | $64.4K | 0.01% | −165−6.5% | Reduced |
| Wolff Wiese Magana LLC | 3,000 | $81.7K | 0.07% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,313 | $90.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 3,350 | $91.2K | 0.00% | −415,115−99.2% | Reduced |
| Tower Research Capital LLC (TRC) | 3,777 | $102.8K | 0.00% | +1,626+75.6% | Added |
| STRS Ohio | 4,100 | $111.0K | 0.00% | −1,600−28.1% | Reduced |
| Clearstead Advisors, LLC | 4,200 | $114.4K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,689 | $127.7K | 0.00% | +2,049+77.6% | Added |
| Nisa Investment Advisors, LLC | 5,035 | $137.1K | 0.00% | +4,006+389.3% | Added |
| Metropolitan Life Insurance Co | 6,346 | $172.8K | 0.01% | +329+5.5% | Added |
| Petrus Trust Company, LTA | 7,368 | $200.6K | 0.02% | −6,444−46.7% | Reduced |
| Verition Fund Management LLC | 7,579 | $206.4K | 0.00% | −6,470−46.1% | Reduced |
| Occudo Quantitative Strategies LP | 7,788 | $212.1K | 0.03% | +7,788 | New |
| Teacher Retirement System of Texas | 8,293 | $226.0K | 0.00% | +685+9.0% | Added |
| HighTower Advisors, LLC | 8,727 | $237.0K | 0.00% | −243−2.7% | Reduced |
| Salem Investment Counselors Inc | 9,075 | $247.1K | 0.01% | +8,000+744.2% | Added |
| HMS Capital Management, LLC | 9,076 | $247.1K | 0.16% | −976−9.7% | Reduced |
| Janney Capital Management LLC | 9,581 | $261.0K | 0.02% | +265+2.8% | Added |
| SeaCrest Wealth Management, LLC | 9,880 | $269.0K | 0.03% | +100+1.0% | Added |
| Gabelli & Co Investment Advisers, Inc. | 10,000 | $272.3K | 0.04% | 00.0% | Unchanged |
| Maven Securities LTD | 10,000 | $272.3K | 0.03% | 00.0% | Unchanged |
| Chicago Capital, LLC | 10,073 | $274.3K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,548 | $287.2K | 0.00% | +10,548 | New |
| Ameritas Investment Partners, Inc. | 10,946 | $298.1K | 0.01% | +1,848+20.3% | Added |
| New York Life Investment Management LLC | 10,972 | $298.8K | 0.00% | −1,729−13.6% | Reduced |
| Prudential Financial Inc | 11,125 | $302.9K | 0.00% | −4,756−29.9% | Reduced |
| AQR Capital Management LLC | 11,154 | $303.7K | 0.00% | −10,890−49.4% | Reduced |
| Principal Financial Group Inc | 11,514 | $313.5K | 0.00% | −104,781−90.1% | Reduced |
| Pictet Asset Management Holding SA | 12,442 | $338.8K | 0.00% | +12,442 | New |
| Captrust Financial Advisors | 12,820 | $349.1K | 0.00% | +12,820 | New |
| Harbour Investments, Inc. | 13,086 | $356.3K | 0.02% | −500−3.7% | Reduced |
| Public Employees Retirement Association of Colorado | 13,279 | $362.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 14,312 | $389.7K | 0.00% | −17−0.1% | Reduced |
| Handelsbanken Fonder AB | 14,900 | $406.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 15,000 | $408.4K | 0.01% | +3,000+25.0% | Added |
| Natixis | 15,157 | $412.7K | 0.00% | +15,157 | New |
| Ascent Group, LLC | 15,600 | $431.8K | 0.05% | +700+4.7% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 16,000 | $435.7K | 0.02% | 00.0% | Unchanged |
| AtonRa Partners | 16,705 | $454.9K | 0.95% | −419−2.4% | Reduced |
| Amalgamated Bank | 17,023 | $464.0K | 0.00% | +1,500+9.7% | Added |
| Values First Advisors, Inc. | 17,674 | $481.3K | 0.31% | +17,674 | New |
| Zevenbergen Capital Investments LLC | 17,750 | $483.3K | 0.01% | +3,600+25.4% | Added |
| Envestnet Asset Management Inc | 18,256 | $497.1K | 0.00% | −4,332−19.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,678 | $563.1K | 0.00% | +3,514+20.5% | Added |
| Perfromance Wealth Partners, LLC | 21,087 | $574.2K | 0.03% | −2,298−9.8% | Reduced |
| Premier Fund Managers Ltd | 21,775 | $595.0K | 0.03% | −13,310−37.9% | Reduced |
| Shell Asset Management Co | 23,455 | $639.0K | 0.03% | +2,626+12.6% | Added |
| Polar Capital Holdings Plc | 23,910 | $651.1K | 0.00% | −22,763−48.8% | Reduced |
| Two Sigma Investments, LP | 23,932 | $651.7K | 0.00% | +11,085+86.3% | Added |
| Stifel Financial Corp | 24,745 | $673.8K | 0.00% | +1,243+5.3% | Added |
| Schonfeld Strategic Advisors LLC | 25,300 | $688.9K | 0.01% | −5,300−17.3% | Reduced |
| Royal Bank of Canada | 27,797 | $757.0K | 0.00% | −70,457−71.7% | Reduced |
| Raymond James & Associates | 28,493 | $775.9K | 0.00% | −15,986−35.9% | Reduced |
| Legato Capital Management LLC | 30,386 | $827.4K | 0.12% | −791−2.5% | Reduced |
| Arizona State Retirement System | 30,476 | $829.9K | 0.01% | +2,403+8.6% | Added |
| Left Brain Wealth Management, LLC | 30,935 | $842.4K | 0.52% | −2,054−6.2% | Reduced |
| State Board of Administration of Florida Retirement System | 31,444 | $856.2K | 0.00% | +170+0.5% | Added |
| Jefferies Financial Group Inc. | 32,216 | $877.2K | 0.02% | −28,138−46.6% | Reduced |
| Great West Life Assurance Co | 32,953 | $897.0K | 0.00% | +7,460+29.3% | Added |
| ExodusPoint Capital Management, LP | 34,961 | $952.0K | 0.01% | +34,961 | New |
| Brown Advisory Inc | 36,870 | $1.00M | 0.00% | +5,564+17.8% | Added |
| Jane Street Group, LLC | 37,405 | $1.02M | 0.00% | −25,033−40.1% | Reduced |
| Genesee Capital Advisors, LLC | 37,565 | $1.02M | 0.74% | −3,031−7.5% | Reduced |
| ClariVest Asset Management LLC | 42,489 | $1.16M | 0.06% | −51,666−54.9% | Reduced |
| WoodTrust Financial Corp | 42,850 | $1.17M | 0.22% | 00.0% | Unchanged |