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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 58,068 | $1.92M | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 55,093 | $1.82M | 0.00% | +31,161+130.2% | Added |
| American International Group, Inc. | 54,762 | $1.81M | 0.01% | −221−0.4% | Reduced |
| Lisanti Capital Growth, LLC | 54,190 | $1.79M | 0.42% | +54,190 | New |
| Manufacturers Life Insurance Company, The | 54,094 | $1.79M | 0.00% | −913−1.7% | Reduced |
| BNP Paribas Arbitrage, SA | 53,102 | $1.75M | 0.00% | −70,923−57.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 50,059 | $1.65M | 0.00% | −716−1.4% | Reduced |
| Royal Bank of Canada | 49,604 | $1.64M | 0.00% | +21,807+78.5% | Added |
| HB Wealth Management, LLC | 43,139 | $1.42M | 0.02% | +43,139 | New |
| WoodTrust Financial Corp | 42,850 | $1.42M | 0.24% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 42,848 | $1.42M | 0.01% | −7,739−15.3% | Reduced |
| First Trust Advisors LP | 41,790 | $1.38M | 0.00% | −16,004−27.7% | Reduced |
| Woodline Partners LP | 40,957 | $1.35M | 0.01% | +40,957 | New |
| Altshuler Shaham Ltd | 40,609 | $1.34M | 0.07% | +25,609+170.7% | Added |
| IMA Wealth, Inc. | 39,346 | $1.30M | 0.65% | −4,256−9.8% | Reduced |
| Algert Global LLC | 38,590 | $1.27M | 0.05% | −30,549−44.2% | Reduced |
| Genesee Capital Advisors, LLC | 38,390 | $1.27M | 0.78% | +825+2.2% | Added |
| Ensign Peak Advisors, Inc | 37,910 | $1.25M | 0.00% | −142,659−79.0% | Reduced |
| Brown Advisory Inc | 36,870 | $1.22M | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 36,458 | $1.20M | 0.00% | +3,505+10.6% | Added |
| ClariVest Asset Management LLC | 36,089 | $1.19M | 0.07% | −6,400−15.1% | Reduced |
| Susquehanna International Group, LLP | 35,798 | $1.18M | 0.00% | +35,798 | New |
| Stifel Financial Corp | 32,406 | $1.07M | 0.00% | +7,661+31.0% | Added |
| State Board of Administration of Florida Retirement System | 31,444 | $1.04M | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 30,074 | $993.3K | 0.01% | −402−1.3% | Reduced |
| Tower Research Capital LLC (TRC) | 25,521 | $843.0K | 0.01% | +21,744+575.7% | Added |
| Envestnet Asset Management Inc | 24,822 | $819.9K | 0.00% | +6,566+36.0% | Added |
| Raymond James & Associates | 23,355 | $771.4K | 0.00% | −5,138−18.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,355 | $771.4K | 0.00% | +2,677+12.9% | Added |
| Winton Group Ltd | 21,147 | $698.5K | 0.05% | +21,147 | New |
| Squarepoint Ops LLC | 21,033 | $694.7K | 0.00% | +21,033 | New |
| Perfromance Wealth Partners, LLC | 19,282 | $636.9K | 0.03% | −1,805−8.6% | Reduced |
| Redwood Investment Management, LLC | 18,906 | $624.0K | 0.06% | +18,906 | New |
| Ascent Group, LLC | 19,780 | $622.3K | 0.06% | +4,180+26.8% | Added |
| Shell Asset Management Co | 18,490 | $611.0K | 0.03% | −4,965−21.2% | Reduced |
| State of Tennessee, Treasury Department | 18,284 | $603.9K | 0.00% | +18,284 | New |
| ProShare Advisors LLC | 18,236 | $602.3K | 0.00% | +3,924+27.4% | Added |
| Handelsbanken Fonder AB | 18,200 | $601.0K | 0.00% | +3,300+22.1% | Added |
| Citigroup Inc | 17,988 | $594.1K | 0.00% | +16,402+1,034.2% | Added |
| Pearl River Capital, LLC | 17,065 | $563.7K | 0.09% | +17,065 | New |
| Graham Capital Management, L.P. | 16,483 | $544.4K | 0.02% | +16,483 | New |
| Captrust Financial Advisors | 16,034 | $529.6K | 0.00% | +3,214+25.1% | Added |
| Amalgamated Bank | 15,906 | $525.0K | 0.00% | −1,117−6.6% | Reduced |
| Values First Advisors, Inc. | 15,656 | $517.1K | 0.31% | −2,018−11.4% | Reduced |
| AtonRa Partners | 15,301 | $505.4K | 1.01% | −1,404−8.4% | Reduced |
| HN Saltoro Capital, LP | 15,000 | $495.4K | 1.90% | +15,000 | New |
| Centiva Capital, LP | 14,918 | $492.7K | 0.03% | +14,918 | New |
| Qube Research & Technologies Ltd | 14,567 | $481.1K | 0.00% | +14,567 | New |
| Public Employees Retirement Association of Colorado | 13,279 | $439.0K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 13,277 | $438.5K | 0.04% | +5,909+80.2% | Added |
| Harbour Investments, Inc. | 13,231 | $437.0K | 0.02% | +145+1.1% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 13,000 | $429.4K | 0.03% | −3,000−18.8% | Reduced |
| Bank of Montreal | 12,537 | $420.6K | 0.00% | +12,537 | New |
| Principal Financial Group Inc | 12,716 | $420.0K | 0.00% | +1,202+10.4% | Added |
| Premier Fund Managers Ltd | 12,449 | $417.0K | 0.02% | −9,326−42.8% | Reduced |
| Pictet Asset Management Holding SA | 12,442 | $411.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 11,900 | $393.0K | 0.01% | +11,900 | New |
| Prudential Financial Inc | 11,879 | $392.4K | 0.00% | +754+6.8% | Added |
| Ameritas Investment Partners, Inc. | 11,404 | $376.7K | 0.01% | +458+4.2% | Added |
| Walleye Trading LLC | 10,966 | $362.2K | 0.01% | +10,966 | New |
| Occudo Quantitative Strategies LP | 10,802 | $356.8K | 0.05% | +3,014+38.7% | Added |
| New York Life Investment Management LLC | 10,725 | $354.2K | 0.00% | −247−2.3% | Reduced |
| Chicago Capital, LLC | 10,073 | $332.7K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,048 | $331.9K | 0.00% | −500−4.7% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 10,000 | $330.3K | 0.06% | 00.0% | Unchanged |
| Creative Planning | 9,853 | $325.4K | 0.00% | +9,853 | New |
| Jefferies Financial Group Inc. | 9,750 | $322.0K | 0.01% | −22,466−69.7% | Reduced |
| SeaCrest Wealth Management, LLC | 9,700 | $313.9K | 0.04% | −180−1.8% | Reduced |
| Cetera Trust Company, N.A | 9,160 | $302.6K | 0.19% | +9,160 | New |
| Salem Investment Counselors Inc | 9,075 | $299.7K | 0.01% | 00.0% | Unchanged |
| Janney Capital Management LLC | 8,872 | $293.0K | 0.02% | −709−7.4% | Reduced |
| Verition Fund Management LLC | 8,779 | $290.0K | 0.00% | +1,200+15.8% | Added |
| Advisor Group Holdings, Inc. | 8,434 | $274.2K | 0.00% | +3,745+79.9% | Added |
| Northwestern Mutual Wealth Management Co | 8,035 | $265.4K | 0.00% | +8,035 | New |
| LPL Financial LLC | 7,783 | $257.1K | 0.00% | +7,783 | New |
| CIBC Private Wealth Group, LLC | 7,135 | $235.7K | 0.00% | +7,135 | New |
| Mackenzie Financial Corp | 7,133 | $235.6K | 0.00% | +7,133 | New |
| Cresset Asset Management, LLC | 7,063 | $233.3K | 0.00% | +7,063 | New |
| Chicago Partners Investment Group LLC | 7,351 | $228.0K | 0.01% | +7,351 | New |
| HMS Capital Management, LLC | 6,881 | $227.3K | 0.14% | −2,195−24.2% | Reduced |
| AQR Capital Management LLC | 6,743 | $222.7K | 0.00% | −4,411−39.5% | Reduced |
| Xponance, Inc. | 6,709 | $221.6K | 0.00% | +6,709 | New |
| Franklin Resources Inc | 6,621 | $218.7K | 0.00% | +6,621 | New |
| Metropolitan Life Insurance Co | 6,346 | $209.6K | 0.01% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 6,341 | $209.4K | 0.00% | +6,341 | New |
| Legato Capital Management LLC | 6,310 | $208.4K | 0.03% | −24,076−79.2% | Reduced |
| STRS Ohio | 6,000 | $198.0K | 0.00% | +1,900+46.3% | Added |
| SG Americas Securities, LLC | 4,244 | $140.0K | 0.00% | +4,244 | New |
| Clearstead Advisors, LLC | 4,000 | $132.1K | 0.01% | −200−4.8% | Reduced |
| Bessemer Group Inc | 3,313 | $109.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 3,000 | $99.1K | 0.09% | 00.0% | Unchanged |
| Caption Management, LLC | 2,500 | $82.6K | 0.01% | +2,500 | New |
| Lindbrook Capital, LLC | 2,338 | $77.2K | 0.01% | −26−1.1% | Reduced |
| Van Eck Associates Corp | 2,317 | $77.0K | 0.00% | +222+10.6% | Added |
| KBC Group NV | 2,308 | $76.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,111 | $69.0K | 0.01% | +2,111 | New |
| Harbor Investment Advisory, LLC | 2,058 | $68.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 2,053 | $67.8K | 0.00% | −115−5.3% | Reduced |
| Cubist Systematic Strategies, LLC | 1,769 | $58.4K | 0.00% | +49+2.8% | Added |
| Signaturefd, LLC | 1,445 | $47.7K | 0.00% | +1,353+1,470.7% | Added |