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, Q1 2024
Institutional positions in Evolent Health, Inc. as of Mar 31, 2024. 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
- 251
- +19 vs. Q4 2023
- Shares held
- 125.9M
- −93.5K (−0.1%) vs. Q4 2023
- Total value
- $4.13B
- −$34.1M (−0.8%) vs. Q4 2023
- New holders
- 42
- 91 more added
- Sold out
- 23
- 80 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Evolent Health, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $66 | 0.00% | +1+100.0% | Added |
| Rothschild Investment LLC | 10 | $328 | 0.00% | +10 | New |
| GAMMA Investing LLC | 21 | $689 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 25 | $820 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 25 | $820 | 0.00% | +25 | New |
| Anfield Capital Management, LLC | 29 | $951 | 0.00% | +29 | New |
| Private Wealth Management Group, LLC | 33 | $1.08K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 46 | $1.51K | 0.00% | +3+7.0% | Added |
| Farther Finance Advisors, LLC | 48 | $1.53K | 0.00% | −5−9.4% | Reduced |
| Bell Investment Advisors, Inc | 49 | $1.61K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 50 | $1.64K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 50 | $1.64K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 78 | $2.56K | 0.00% | +78 | New |
| Hantz Financial Services, Inc. | 100 | $3.00K | 0.00% | −34−25.4% | Reduced |
| Valley National Advisers Inc | 120 | $3.00K | 0.00% | +25+26.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $3.28K | 0.00% | +100 | New |
| Public Employees Retirement System of Ohio | 102 | $3.35K | 0.00% | +102 | New |
| Concord Wealth Partners | 128 | $4.20K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 221 | $7.25K | 0.00% | +80+56.7% | Added |
| EverSource Wealth Advisors, LLC | 270 | $7.49K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 236 | $7.74K | 0.01% | +236 | New |
| Fifth Third Bancorp | 300 | $9.84K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 436 | $14.0K | 0.00% | −298−40.6% | Reduced |
| CWM, LLC | 471 | $15.0K | 0.00% | −240−33.8% | Reduced |
| Planning Capital Management Corp | 491 | $16.1K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 515 | $16.9K | 0.00% | −16−3.0% | Reduced |
| Principal Securities, Inc. | 560 | $18.4K | 0.00% | +62+12.4% | Added |
| First Horizon Advisors, Inc. | 633 | $20.8K | 0.00% | +614+3,231.6% | Added |
| Central Trust Co | 735 | $24.1K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,000 | $32.8K | 0.01% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 1,076 | $35.3K | 0.00% | −8,674−89.0% | Reduced |
| nVerses Capital, LLC | 1,100 | $36.1K | 0.09% | +1,100 | New |
| Nisa Investment Advisors, LLC | 1,111 | $36.4K | 0.00% | +86+8.4% | Added |
| Tower Research Capital LLC (TRC) | 1,257 | $41.2K | 0.00% | −24,264−95.1% | Reduced |
| Headlands Technologies LLC | 1,411 | $46.3K | 0.01% | +1,411 | New |
| Signaturefd, LLC | 1,458 | $47.8K | 0.00% | +13+0.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,840 | $60.3K | 0.00% | −6,195−77.1% | Reduced |
| Harbor Investment Advisory, LLC | 2,058 | $67.5K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 2,308 | $76.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,338 | $76.7K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 2,378 | $78.0K | 0.00% | +61+2.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,420 | $79.4K | 0.03% | +2,420 | New |
| NBC Securities, Inc. | 2,461 | $81.0K | 0.01% | +350+16.6% | Added |
| Banque Cantonale Vaudoise | 2,676 | $88.0K | 0.00% | +2,676 | New |
| Clearstead Advisors, LLC | 4,000 | $95.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 3,000 | $98.4K | 0.08% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 3,024 | $99.2K | 0.00% | +3,024 | New |
| US Bancorp | 3,057 | $100.2K | 0.00% | +1,004+48.9% | Added |
| Bessemer Group Inc | 3,313 | $109.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 6,321 | $121.0K | 0.01% | −12,169−65.8% | Reduced |
| Amalgamated Bank | 3,753 | $123.0K | 0.00% | −12,153−76.4% | Reduced |
| The PNC Financial Services Group, Inc. | 5,054 | $165.7K | 0.00% | +4,548+898.8% | Added |
| Point72 Hong Kong Ltd | 5,973 | $195.8K | 0.01% | +5,973 | New |
| Metropolitan Life Insurance Co | 6,022 | $197.5K | 0.01% | −324−5.1% | Reduced |
| CIBC Private Wealth Group, LLC | 6,435 | $205.5K | 0.00% | −700−9.8% | Reduced |
| STRS Ohio | 6,300 | $206.0K | 0.00% | +300+5.0% | Added |
| Engineers Gate Manager LP | 6,375 | $209.0K | 0.01% | +6,375 | New |
| Susquehanna International Group, LLP | 6,436 | $211.0K | 0.00% | −29,362−82.0% | Reduced |
| Bridgefront Capital, LLC | 6,644 | $217.9K | 0.17% | +6,644 | New |
| Gsa Capital Partners LLP | 6,654 | $218.0K | 0.02% | +6,654 | New |
| Xponance, Inc. | 6,807 | $223.2K | 0.00% | +98+1.5% | Added |
| AQR Capital Management LLC | 6,977 | $228.8K | 0.00% | +234+3.5% | Added |
| Mackenzie Financial Corp | 7,133 | $233.9K | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 7,804 | $235.1K | 0.01% | +453+6.2% | Added |
| Legato Capital Management LLC | 7,210 | $236.4K | 0.03% | +900+14.3% | Added |
| Cetera Investment Advisers | 7,262 | $238.1K | 0.00% | +7,262 | New |
| Qsemble Capital Management, LP | 7,337 | $240.6K | 0.05% | +7,337 | New |
| HMS Capital Management, LLC | 7,419 | $243.3K | 0.13% | +538+7.8% | Added |
| Schonfeld Strategic Advisors LLC | 7,600 | $249.2K | 0.00% | +7,600 | New |
| First Dallas Securities Inc. | 7,800 | $256.0K | 0.12% | +7,800 | New |
| SG Americas Securities, LLC | 8,027 | $263.0K | 0.00% | +3,783+89.1% | Added |
| LPL Financial LLC | 8,023 | $263.1K | 0.00% | +240+3.1% | Added |
| Cresset Asset Management, LLC | 8,108 | $265.9K | 0.00% | +1,045+14.8% | Added |
| Advisor Group Holdings, Inc. | 8,325 | $273.0K | 0.00% | −109−1.3% | Reduced |
| Nomura Holdings Inc | 8,934 | $292.9K | 0.00% | +8,934 | New |
| Cetera Trust Company, N.A | 9,110 | $298.7K | 0.18% | −50−0.5% | Reduced |
| Janney Capital Management LLC | 9,543 | $313.0K | 0.02% | +671+7.6% | Added |
| SeaCrest Wealth Management, LLC | 9,600 | $314.8K | 0.04% | −100−1.0% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 10,000 | $327.9K | 0.06% | 00.0% | Unchanged |
| Chicago Capital, LLC | 10,073 | $330.3K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 10,173 | $337.3K | 0.00% | −2,364−18.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,335 | $338.9K | 0.03% | +10,335 | New |
| CI Private Wealth, LLC | 10,473 | $343.4K | 0.00% | +425+4.2% | Added |
| Premier Fund Managers Ltd | 10,696 | $350.0K | 0.01% | −1,753−14.1% | Reduced |
| New York Life Investment Management LLC | 11,098 | $363.9K | 0.00% | +373+3.5% | Added |
| Balyasny Asset Management LLC | 11,296 | $370.4K | 0.00% | −335,616−96.7% | Reduced |
| Ameritas Investment Partners, Inc. | 11,404 | $373.9K | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 11,469 | $376.1K | 0.00% | −410−3.5% | Reduced |
| Occudo Quantitative Strategies LP | 11,536 | $378.3K | 0.07% | +734+6.8% | Added |
| Pictet Asset Management Holding SA | 12,442 | $408.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 12,585 | $413.0K | 0.00% | −694−5.2% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 13,000 | $426.3K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13,891 | $455.5K | 0.02% | +660+5.0% | Added |
| Oppenheimer & Co Inc | 13,995 | $458.9K | 0.01% | +13,995 | New |
| State of Tennessee, Treasury Department | 15,000 | $491.9K | 0.00% | −3,284−18.0% | Reduced |
| Principal Financial Group Inc | 15,114 | $495.6K | 0.00% | +2,398+18.9% | Added |
| Alpha DNA Investment Management LLC | 16,057 | $526.5K | 0.29% | +16,057 | New |
| Quantbot Technologies LP | 16,105 | $528.1K | 0.03% | +16,105 | New |