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, Q4 2023
Institutional positions in Evolent Health, Inc. as of Dec 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
- 234
- +32 vs. Q3 2023
- Shares held
- 126.5M
- +4.27M (+3.5%) vs. Q3 2023
- Total value
- $4.18B
- +$834.6M (+25.0%) vs. Q3 2023
- New holders
- 51
- 91 more added
- Sold out
- 19
- 66 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Evolent Health, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | −1−16.7% | Reduced |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 1 | $34 | 0.00% | −9−90.0% | Reduced |
| JFS Wealth Advisors, LLC | 5 | $166 | 0.00% | −17−77.3% | Reduced |
| GAMMA Investing LLC | 21 | $618 | 0.00% | +21 | New |
| First Horizon Advisors, Inc. | 19 | $627 | 0.00% | +19 | New |
| Institutional & Family Asset Management, LLC | 25 | $826 | 0.00% | −1−3.8% | Reduced |
| Glassman Wealth Services | 30 | $991 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 33 | $1.09K | 0.00% | +33 | New |
| Naples Money Management LLC | 43 | $1.42K | 0.00% | +43 | New |
| Bell Investment Advisors, Inc | 49 | $1.62K | 0.00% | +44+880.0% | Added |
| Versant Capital Management, Inc | 50 | $1.65K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 50 | $1.65K | 0.00% | +32+177.8% | Added |
| Farther Finance Advisors, LLC | 53 | $1.75K | 0.00% | +53 | New |
| Valley National Advisers Inc | 95 | $3.00K | 0.00% | +60+171.4% | Added |
| Advisory Services Network, LLC | 100 | $3.30K | 0.00% | +100 | New |
| Hantz Financial Services, Inc. | 134 | $4.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 128 | $4.23K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 141 | $4.66K | 0.00% | +36+34.3% | Added |
| Assetmark, Inc | 150 | $4.96K | 0.00% | +150 | New |
| EverSource Wealth Advisors, LLC | 270 | $8.92K | 0.00% | +41+17.9% | Added |
| Fifth Third Bancorp | 300 | $9.91K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 491 | $16.2K | 0.01% | +491 | New |
| Principal Securities, Inc. | 498 | $16.4K | 0.00% | +498 | New |
| The PNC Financial Services Group, Inc. | 506 | $16.7K | 0.00% | +67+15.3% | Added |
| Parallel Advisors, LLC | 531 | $17.5K | 0.00% | +515+3,218.8% | Added |
| CWM, LLC | 711 | $23.0K | 0.00% | +10+1.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 734 | $24.0K | 0.00% | −1,149−61.0% | Reduced |
| Central Trust Co | 735 | $24.3K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 825 | $27.3K | 0.03% | +825 | New |
| West Tower Group, LLC | 885 | $29.2K | 0.06% | +768+656.4% | Added |
| ICA Group Wealth Management, LLC | 1,000 | $33.0K | 0.01% | +1,000 | New |
| Nisa Investment Advisors, LLC | 1,025 | $33.9K | 0.00% | −4,010−79.6% | Reduced |
| State of Wyoming | 1,399 | $46.2K | 0.01% | +162+13.1% | Added |
| Signaturefd, LLC | 1,445 | $47.7K | 0.00% | +1,353+1,470.7% | Added |
| Cubist Systematic Strategies, LLC | 1,769 | $58.4K | 0.00% | +49+2.8% | Added |
| US Bancorp | 2,053 | $67.8K | 0.00% | −115−5.3% | Reduced |
| Harbor Investment Advisory, LLC | 2,058 | $68.0K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,111 | $69.0K | 0.01% | +2,111 | New |
| KBC Group NV | 2,308 | $76.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 2,317 | $77.0K | 0.00% | +222+10.6% | Added |
| Lindbrook Capital, LLC | 2,338 | $77.2K | 0.01% | −26−1.1% | Reduced |
| Caption Management, LLC | 2,500 | $82.6K | 0.01% | +2,500 | New |
| Wolff Wiese Magana LLC | 3,000 | $99.1K | 0.09% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,313 | $109.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,000 | $132.1K | 0.01% | −200−4.8% | Reduced |
| SG Americas Securities, LLC | 4,244 | $140.0K | 0.00% | +4,244 | New |
| STRS Ohio | 6,000 | $198.0K | 0.00% | +1,900+46.3% | Added |
| Legato Capital Management LLC | 6,310 | $208.4K | 0.03% | −24,076−79.2% | Reduced |
| Johnson Investment Counsel Inc | 6,341 | $209.4K | 0.00% | +6,341 | New |
| Metropolitan Life Insurance Co | 6,346 | $209.6K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 6,621 | $218.7K | 0.00% | +6,621 | New |
| Xponance, Inc. | 6,709 | $221.6K | 0.00% | +6,709 | New |
| AQR Capital Management LLC | 6,743 | $222.7K | 0.00% | −4,411−39.5% | Reduced |
| HMS Capital Management, LLC | 6,881 | $227.3K | 0.14% | −2,195−24.2% | Reduced |
| Chicago Partners Investment Group LLC | 7,351 | $228.0K | 0.01% | +7,351 | New |
| Cresset Asset Management, LLC | 7,063 | $233.3K | 0.00% | +7,063 | New |
| Mackenzie Financial Corp | 7,133 | $235.6K | 0.00% | +7,133 | New |
| CIBC Private Wealth Group, LLC | 7,135 | $235.7K | 0.00% | +7,135 | New |
| LPL Financial LLC | 7,783 | $257.1K | 0.00% | +7,783 | New |
| Northwestern Mutual Wealth Management Co | 8,035 | $265.4K | 0.00% | +8,035 | New |
| Advisor Group Holdings, Inc. | 8,434 | $274.2K | 0.00% | +3,745+79.9% | Added |
| Verition Fund Management LLC | 8,779 | $290.0K | 0.00% | +1,200+15.8% | Added |
| Janney Capital Management LLC | 8,872 | $293.0K | 0.02% | −709−7.4% | Reduced |
| Salem Investment Counselors Inc | 9,075 | $299.7K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 9,160 | $302.6K | 0.19% | +9,160 | New |
| SeaCrest Wealth Management, LLC | 9,700 | $313.9K | 0.04% | −180−1.8% | Reduced |
| Jefferies Financial Group Inc. | 9,750 | $322.0K | 0.01% | −22,466−69.7% | Reduced |
| Creative Planning | 9,853 | $325.4K | 0.00% | +9,853 | New |
| Gabelli & Co Investment Advisers, Inc. | 10,000 | $330.3K | 0.06% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,048 | $331.9K | 0.00% | −500−4.7% | Reduced |
| Chicago Capital, LLC | 10,073 | $332.7K | 0.01% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 10,725 | $354.2K | 0.00% | −247−2.3% | Reduced |
| Occudo Quantitative Strategies LP | 10,802 | $356.8K | 0.05% | +3,014+38.7% | Added |
| Walleye Trading LLC | 10,966 | $362.2K | 0.01% | +10,966 | New |
| Ameritas Investment Partners, Inc. | 11,404 | $376.7K | 0.01% | +458+4.2% | Added |
| Prudential Financial Inc | 11,879 | $392.4K | 0.00% | +754+6.8% | Added |
| Aquatic Capital Management LLC | 11,900 | $393.0K | 0.01% | +11,900 | New |
| Pictet Asset Management Holding SA | 12,442 | $411.0K | 0.00% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 12,449 | $417.0K | 0.02% | −9,326−42.8% | Reduced |
| Principal Financial Group Inc | 12,716 | $420.0K | 0.00% | +1,202+10.4% | Added |
| Bank of Montreal | 12,537 | $420.6K | 0.00% | +12,537 | New |
| Lombard Odier Asset Management (Europe) Ltd | 13,000 | $429.4K | 0.03% | −3,000−18.8% | Reduced |
| Harbour Investments, Inc. | 13,231 | $437.0K | 0.02% | +145+1.1% | Added |
| Petrus Trust Company, LTA | 13,277 | $438.5K | 0.04% | +5,909+80.2% | Added |
| Public Employees Retirement Association of Colorado | 13,279 | $439.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 14,567 | $481.1K | 0.00% | +14,567 | New |
| Centiva Capital, LP | 14,918 | $492.7K | 0.03% | +14,918 | New |
| HN Saltoro Capital, LP | 15,000 | $495.4K | 1.90% | +15,000 | New |
| AtonRa Partners | 15,301 | $505.4K | 1.01% | −1,404−8.4% | Reduced |
| Values First Advisors, Inc. | 15,656 | $517.1K | 0.31% | −2,018−11.4% | Reduced |
| Amalgamated Bank | 15,906 | $525.0K | 0.00% | −1,117−6.6% | Reduced |
| Captrust Financial Advisors | 16,034 | $529.6K | 0.00% | +3,214+25.1% | Added |
| Graham Capital Management, L.P. | 16,483 | $544.4K | 0.02% | +16,483 | New |
| Pearl River Capital, LLC | 17,065 | $563.7K | 0.09% | +17,065 | New |
| Citigroup Inc | 17,988 | $594.1K | 0.00% | +16,402+1,034.2% | Added |
| Handelsbanken Fonder AB | 18,200 | $601.0K | 0.00% | +3,300+22.1% | Added |
| ProShare Advisors LLC | 18,236 | $602.3K | 0.00% | +3,924+27.4% | Added |
| State of Tennessee, Treasury Department | 18,284 | $603.9K | 0.00% | +18,284 | New |
| Shell Asset Management Co | 18,490 | $611.0K | 0.03% | −4,965−21.2% | Reduced |