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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 3,313 | $109.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,057 | $100.2K | 0.00% | +1,004+48.9% | Added |
| Nomura Asset Management Co Ltd | 3,024 | $99.2K | 0.00% | +3,024 | New |
| Wolff Wiese Magana LLC | 3,000 | $98.4K | 0.08% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,000 | $95.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,676 | $88.0K | 0.00% | +2,676 | New |
| NBC Securities, Inc. | 2,461 | $81.0K | 0.01% | +350+16.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,420 | $79.4K | 0.03% | +2,420 | New |
| Van Eck Associates Corp | 2,378 | $78.0K | 0.00% | +61+2.6% | Added |
| Lindbrook Capital, LLC | 2,338 | $76.7K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 2,308 | $76.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,058 | $67.5K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,840 | $60.3K | 0.00% | −6,195−77.1% | Reduced |
| Signaturefd, LLC | 1,458 | $47.8K | 0.00% | +13+0.9% | Added |
| Headlands Technologies LLC | 1,411 | $46.3K | 0.01% | +1,411 | New |
| Tower Research Capital LLC (TRC) | 1,257 | $41.2K | 0.00% | −24,264−95.1% | Reduced |
| Nisa Investment Advisors, LLC | 1,111 | $36.4K | 0.00% | +86+8.4% | Added |
| nVerses Capital, LLC | 1,100 | $36.1K | 0.09% | +1,100 | New |
| Jefferies Financial Group Inc. | 1,076 | $35.3K | 0.00% | −8,674−89.0% | Reduced |
| ICA Group Wealth Management, LLC | 1,000 | $32.8K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 735 | $24.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 633 | $20.8K | 0.00% | +614+3,231.6% | Added |
| Principal Securities, Inc. | 560 | $18.4K | 0.00% | +62+12.4% | Added |
| Parallel Advisors, LLC | 515 | $16.9K | 0.00% | −16−3.0% | Reduced |
| Planning Capital Management Corp | 491 | $16.1K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 471 | $15.0K | 0.00% | −240−33.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 436 | $14.0K | 0.00% | −298−40.6% | Reduced |
| Fifth Third Bancorp | 300 | $9.84K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 236 | $7.74K | 0.01% | +236 | New |
| EverSource Wealth Advisors, LLC | 270 | $7.49K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 221 | $7.25K | 0.00% | +80+56.7% | Added |
| Concord Wealth Partners | 128 | $4.20K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 102 | $3.35K | 0.00% | +102 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $3.28K | 0.00% | +100 | 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 |
| Denali Advisors LLC | 78 | $2.56K | 0.00% | +78 | New |
| Allworth Financial LP | 50 | $1.64K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 50 | $1.64K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 49 | $1.61K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 48 | $1.53K | 0.00% | −5−9.4% | Reduced |
| Naples Money Management LLC | 46 | $1.51K | 0.00% | +3+7.0% | Added |
| Private Wealth Management Group, LLC | 33 | $1.08K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 29 | $951 | 0.00% | +29 | New |
| Institutional & Family Asset Management, LLC | 25 | $820 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 25 | $820 | 0.00% | +25 | New |
| GAMMA Investing LLC | 21 | $689 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $328 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 2 | $66 | 0.00% | +1+100.0% | Added |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −311,424−100.0% | Sold out |
| Rhenman & Partners Asset Management AB | 0 | $0 | 0.00% | −230,000−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −115,044−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −82,478−100.0% | Sold out |
| Pura Vida Investments, LLC | 0 | $0 | 0.00% | −64,573−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −40,957−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −38,590−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −21,147−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −21,033−100.0% | Sold out |
| Perfromance Wealth Partners, LLC | 0 | $0 | 0.00% | −19,282−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −18,906−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −16,034−100.0% | Sold out |
| HN Saltoro Capital, LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −10,966−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −6,341−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,399−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −885−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −825−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |
| AtonRa Partners | – | – | – | – | Not filed |