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 |
|---|---|---|---|---|---|
| State of Wyoming | 1,399 | $46.2K | 0.01% | +162+13.1% | Added |
| Nisa Investment Advisors, LLC | 1,025 | $33.9K | 0.00% | −4,010−79.6% | Reduced |
| ICA Group Wealth Management, LLC | 1,000 | $33.0K | 0.01% | +1,000 | New |
| West Tower Group, LLC | 885 | $29.2K | 0.06% | +768+656.4% | Added |
| EntryPoint Capital, LLC | 825 | $27.3K | 0.03% | +825 | New |
| Central Trust Co | 735 | $24.3K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 734 | $24.0K | 0.00% | −1,149−61.0% | Reduced |
| CWM, LLC | 711 | $23.0K | 0.00% | +10+1.4% | Added |
| Parallel Advisors, LLC | 531 | $17.5K | 0.00% | +515+3,218.8% | Added |
| The PNC Financial Services Group, Inc. | 506 | $16.7K | 0.00% | +67+15.3% | Added |
| Principal Securities, Inc. | 498 | $16.4K | 0.00% | +498 | New |
| Planning Capital Management Corp | 491 | $16.2K | 0.01% | +491 | New |
| Fifth Third Bancorp | 300 | $9.91K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 270 | $8.92K | 0.00% | +41+17.9% | Added |
| Assetmark, Inc | 150 | $4.96K | 0.00% | +150 | New |
| Quadrant Capital Group LLC | 141 | $4.66K | 0.00% | +36+34.3% | Added |
| Concord Wealth Partners | 128 | $4.23K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 134 | $4.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 100 | $3.30K | 0.00% | +100 | New |
| Valley National Advisers Inc | 95 | $3.00K | 0.00% | +60+171.4% | Added |
| Farther Finance Advisors, LLC | 53 | $1.75K | 0.00% | +53 | New |
| Versant Capital Management, Inc | 50 | $1.65K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 50 | $1.65K | 0.00% | +32+177.8% | Added |
| Bell Investment Advisors, Inc | 49 | $1.62K | 0.00% | +44+880.0% | Added |
| Naples Money Management LLC | 43 | $1.42K | 0.00% | +43 | New |
| Private Wealth Management Group, LLC | 33 | $1.09K | 0.00% | +33 | New |
| Glassman Wealth Services | 30 | $991 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 25 | $826 | 0.00% | −1−3.8% | Reduced |
| First Horizon Advisors, Inc. | 19 | $627 | 0.00% | +19 | New |
| GAMMA Investing LLC | 21 | $618 | 0.00% | +21 | New |
| JFS Wealth Advisors, LLC | 5 | $166 | 0.00% | −17−77.3% | Reduced |
| SJS Investment Consulting Inc. | 1 | $34 | 0.00% | −9−90.0% | Reduced |
| Covestor Ltd | 5 | $0 | 0.00% | −1−16.7% | Reduced |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | +4 | New |
| Greenhouse Funds LLLP | 0 | $0 | 0.00% | −1,406,546−100.0% | Sold out |
| Sectoral Asset Management Inc | 0 | $0 | 0.00% | −383,142−100.0% | Sold out |
| Parkman Healthcare Partners LLC | 0 | $0 | 0.00% | −103,320−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −77,857−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −65,884−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −50,354−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −34,961−100.0% | Sold out |
| Left Brain Wealth Management, LLC | 0 | $0 | 0.00% | −30,935−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −25,300−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −23,910−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −15,157−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −8,293−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −3,350−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Steward Financial Group LLC | – | – | – | – | Not filed |