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 |
|---|---|---|---|---|---|
| Advisory Research Inc | 50,354 | $1.37M | 0.19% | −13,517−21.2% | Reduced |
| Axiom Investors LLC | 44,760 | $1.22M | 0.02% | −13,175−22.7% | Reduced |
| IMA Wealth, Inc. | 43,602 | $1.19M | 0.31% | −23,452−35.0% | Reduced |
| WoodTrust Financial Corp | 42,850 | $1.17M | 0.22% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 42,489 | $1.16M | 0.06% | −51,666−54.9% | Reduced |
| Genesee Capital Advisors, LLC | 37,565 | $1.02M | 0.74% | −3,031−7.5% | Reduced |
| Jane Street Group, LLC | 37,405 | $1.02M | 0.00% | −25,033−40.1% | Reduced |
| Brown Advisory Inc | 36,870 | $1.00M | 0.00% | +5,564+17.8% | Added |
| ExodusPoint Capital Management, LP | 34,961 | $952.0K | 0.01% | +34,961 | New |
| Great West Life Assurance Co | 32,953 | $897.0K | 0.00% | +7,460+29.3% | Added |
| Jefferies Financial Group Inc. | 32,216 | $877.2K | 0.02% | −28,138−46.6% | Reduced |
| State Board of Administration of Florida Retirement System | 31,444 | $856.2K | 0.00% | +170+0.5% | Added |
| Left Brain Wealth Management, LLC | 30,935 | $842.4K | 0.52% | −2,054−6.2% | Reduced |
| Arizona State Retirement System | 30,476 | $829.9K | 0.01% | +2,403+8.6% | Added |
| Legato Capital Management LLC | 30,386 | $827.4K | 0.12% | −791−2.5% | Reduced |
| Raymond James & Associates | 28,493 | $775.9K | 0.00% | −15,986−35.9% | Reduced |
| Royal Bank of Canada | 27,797 | $757.0K | 0.00% | −70,457−71.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 25,300 | $688.9K | 0.01% | −5,300−17.3% | Reduced |
| Stifel Financial Corp | 24,745 | $673.8K | 0.00% | +1,243+5.3% | Added |
| Two Sigma Investments, LP | 23,932 | $651.7K | 0.00% | +11,085+86.3% | Added |
| Polar Capital Holdings Plc | 23,910 | $651.1K | 0.00% | −22,763−48.8% | Reduced |
| Shell Asset Management Co | 23,455 | $639.0K | 0.03% | +2,626+12.6% | Added |
| Premier Fund Managers Ltd | 21,775 | $595.0K | 0.03% | −13,310−37.9% | Reduced |
| Perfromance Wealth Partners, LLC | 21,087 | $574.2K | 0.03% | −2,298−9.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,678 | $563.1K | 0.00% | +3,514+20.5% | Added |
| Envestnet Asset Management Inc | 18,256 | $497.1K | 0.00% | −4,332−19.2% | Reduced |
| Zevenbergen Capital Investments LLC | 17,750 | $483.3K | 0.01% | +3,600+25.4% | Added |
| Values First Advisors, Inc. | 17,674 | $481.3K | 0.31% | +17,674 | New |
| Amalgamated Bank | 17,023 | $464.0K | 0.00% | +1,500+9.7% | Added |
| AtonRa Partners | 16,705 | $454.9K | 0.95% | −419−2.4% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 16,000 | $435.7K | 0.02% | 00.0% | Unchanged |
| Ascent Group, LLC | 15,600 | $431.8K | 0.05% | +700+4.7% | Added |
| Natixis | 15,157 | $412.7K | 0.00% | +15,157 | New |
| Altshuler Shaham Ltd | 15,000 | $408.4K | 0.01% | +3,000+25.0% | Added |
| Handelsbanken Fonder AB | 14,900 | $406.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 14,312 | $389.7K | 0.00% | −17−0.1% | Reduced |
| Public Employees Retirement Association of Colorado | 13,279 | $362.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13,086 | $356.3K | 0.02% | −500−3.7% | Reduced |
| Captrust Financial Advisors | 12,820 | $349.1K | 0.00% | +12,820 | New |
| Pictet Asset Management Holding SA | 12,442 | $338.8K | 0.00% | +12,442 | New |
| Principal Financial Group Inc | 11,514 | $313.5K | 0.00% | −104,781−90.1% | Reduced |
| AQR Capital Management LLC | 11,154 | $303.7K | 0.00% | −10,890−49.4% | Reduced |
| Prudential Financial Inc | 11,125 | $302.9K | 0.00% | −4,756−29.9% | Reduced |
| New York Life Investment Management LLC | 10,972 | $298.8K | 0.00% | −1,729−13.6% | Reduced |
| Ameritas Investment Partners, Inc. | 10,946 | $298.1K | 0.01% | +1,848+20.3% | Added |
| CI Private Wealth, LLC | 10,548 | $287.2K | 0.00% | +10,548 | New |
| Chicago Capital, LLC | 10,073 | $274.3K | 0.01% | 00.0% | Unchanged |
| 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 |
| SeaCrest Wealth Management, LLC | 9,880 | $269.0K | 0.03% | +100+1.0% | Added |
| Janney Capital Management LLC | 9,581 | $261.0K | 0.02% | +265+2.8% | Added |
| HMS Capital Management, LLC | 9,076 | $247.1K | 0.16% | −976−9.7% | Reduced |
| Salem Investment Counselors Inc | 9,075 | $247.1K | 0.01% | +8,000+744.2% | Added |
| HighTower Advisors, LLC | 8,727 | $237.0K | 0.00% | −243−2.7% | Reduced |
| Teacher Retirement System of Texas | 8,293 | $226.0K | 0.00% | +685+9.0% | Added |
| Occudo Quantitative Strategies LP | 7,788 | $212.1K | 0.03% | +7,788 | New |
| Verition Fund Management LLC | 7,579 | $206.4K | 0.00% | −6,470−46.1% | Reduced |
| Petrus Trust Company, LTA | 7,368 | $200.6K | 0.02% | −6,444−46.7% | Reduced |
| Metropolitan Life Insurance Co | 6,346 | $172.8K | 0.01% | +329+5.5% | Added |
| Nisa Investment Advisors, LLC | 5,035 | $137.1K | 0.00% | +4,006+389.3% | Added |
| Advisor Group Holdings, Inc. | 4,689 | $127.7K | 0.00% | +2,049+77.6% | Added |
| Clearstead Advisors, LLC | 4,200 | $114.4K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 4,100 | $111.0K | 0.00% | −1,600−28.1% | Reduced |
| Tower Research Capital LLC (TRC) | 3,777 | $102.8K | 0.00% | +1,626+75.6% | Added |
| Allspring Global Investments Holdings, LLC | 3,350 | $91.2K | 0.00% | −415,115−99.2% | Reduced |
| Bessemer Group Inc | 3,313 | $90.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 3,000 | $81.7K | 0.07% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,364 | $64.4K | 0.01% | −165−6.5% | Reduced |
| KBC Group NV | 2,308 | $63.0K | 0.00% | +2,308 | New |
| US Bancorp | 2,168 | $59.0K | 0.00% | −755−25.8% | Reduced |
| Van Eck Associates Corp | 2,095 | $57.0K | 0.00% | +323+18.2% | Added |
| Harbor Investment Advisory, LLC | 2,058 | $56.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,883 | $51.0K | 0.00% | −12−0.6% | Reduced |
| Cubist Systematic Strategies, LLC | 1,720 | $46.8K | 0.00% | +1,720 | New |
| Citigroup Inc | 1,586 | $43.2K | 0.00% | −35,101−95.7% | Reduced |
| State of Wyoming | 1,237 | $33.7K | 0.01% | +1,219+6,772.2% | Added |
| Group One Trading, L.P. | 1,121 | $30.5K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 735 | $20.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 701 | $19.0K | 0.00% | −8−1.1% | Reduced |
| The PNC Financial Services Group, Inc. | 439 | $12.0K | 0.00% | −105−19.3% | Reduced |
| Fifth Third Bancorp | 300 | $8.17K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 229 | $6.24K | 0.00% | +229 | New |
| Headinvest, LLC | 225 | $6.05K | 0.00% | +225 | New |
| Fisher Asset Management, LLC | 170 | $4.63K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 134 | $4.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 128 | $3.48K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 117 | $3.19K | 0.00% | −3,991−97.2% | Reduced |
| Quadrant Capital Group LLC | 105 | $2.86K | 0.00% | +100+2,000.0% | Added |
| Signaturefd, LLC | 92 | $2.50K | 0.00% | +58+170.6% | Added |
| Massmutual Trust Co FSB | 63 | $1.72K | 0.00% | −30−32.3% | Reduced |
| 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 |
| Valley National Advisers Inc | 35 | $1.00K | 0.00% | +35 | New |
| Glassman Wealth Services | 30 | $817 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 26 | $708 | 0.00% | −15−36.6% | Reduced |
| JFS Wealth Advisors, LLC | 22 | $600 | 0.00% | +8+57.1% | Added |
| Allworth Financial LP | 18 | $491 | 0.00% | −15−45.5% | Reduced |
| Parallel Advisors, LLC | 16 | $436 | 0.00% | −6−27.3% | Reduced |
| SJS Investment Consulting Inc. | 10 | $273 | 0.00% | +5+100.0% | Added |
| AdvisorNet Financial, Inc | 8 | $218 | 0.00% | +2+33.3% | Added |