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, Q2 2024
Institutional positions in Evolent Health, Inc. as of Jun 30, 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
- 243
- −6 vs. Q1 2024
- Shares held
- 129.7M
- +5.25M (+4.2%) vs. Q1 2024
- Total value
- $2.48B
- −$1.60B (−39.3%) vs. Q1 2024
- New holders
- 45
- 102 more added
- Sold out
- 51
- 74 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Evolent Health, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 2 | $39 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3 | $57 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $96 | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 16 | $306 | 0.00% | +16 | New |
| Farther Finance Advisors, LLC | 18 | $331 | 0.00% | −30−62.5% | Reduced |
| Bell Investment Advisors, Inc | 23 | $440 | 0.00% | −26−53.1% | Reduced |
| Smartleaf Asset Management LLC | 22 | $441 | 0.00% | +22 | New |
| Mark Sheptoff Financial Planning, LLC | 25 | $478 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 25 | $478 | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 27 | $497 | 0.00% | −19−41.3% | Reduced |
| GAMMA Investing LLC | 29 | $554 | 0.00% | +8+38.1% | Added |
| Rothschild Investment LLC | 30 | $574 | 0.00% | +20+200.0% | Added |
| Quadrant Capital Group LLC | 34 | $651 | 0.00% | −187−84.6% | Reduced |
| Innealta Capital, LLC | 37 | $707 | 0.00% | +37 | New |
| Versant Capital Management, Inc | 50 | $956 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 34 | $1.11K | 0.00% | +34 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 78 | $1.49K | 0.00% | −22−22.0% | Reduced |
| Private Wealth Management Group, LLC | 91 | $1.74K | 0.00% | +58+175.8% | Added |
| The PNC Financial Services Group, Inc. | 101 | $1.93K | 0.00% | −4,953−98.0% | Reduced |
| Hantz Financial Services, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 128 | $2.45K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 250 | $4.78K | 0.00% | +148+145.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 253 | $4.83K | 0.00% | +253 | New |
| Signaturefd, LLC | 278 | $5.32K | 0.00% | −1,180−80.9% | Reduced |
| Fifth Third Bancorp | 300 | $5.74K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 372 | $8.68K | 0.00% | +102+37.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 467 | $9.00K | 0.00% | +31+7.1% | Added |
| Planning Capital Management Corp | 491 | $9.39K | 0.01% | 00.0% | Unchanged |
| nVerses Capital, LLC | 500 | $9.56K | 0.01% | −600−54.5% | Reduced |
| Principal Securities, Inc. | 529 | $10.1K | 0.00% | −31−5.5% | Reduced |
| CWM, LLC | 568 | $11.0K | 0.00% | +97+20.6% | Added |
| Covestor Ltd | 598 | $11.0K | 0.01% | +593+11,860.0% | Added |
| First Horizon Advisors, Inc. | 602 | $11.5K | 0.00% | −31−4.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 675 | $12.9K | 0.00% | +675 | New |
| Parallel Advisors, LLC | 694 | $13.3K | 0.00% | +179+34.8% | Added |
| Central Trust Co | 700 | $13.4K | 0.00% | −35−4.8% | Reduced |
| Allworth Financial LP | 896 | $17.6K | 0.00% | +846+1,692.0% | Added |
| ICA Group Wealth Management, LLC | 1,000 | $19.1K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,176 | $22.5K | 0.00% | +65+5.9% | Added |
| Advisor Group Holdings, Inc. | 1,290 | $24.7K | 0.00% | −7,035−84.5% | Reduced |
| Quarry LP | 1,651 | $31.6K | 0.01% | +1,651 | New |
| NBC Securities, Inc. | 1,886 | $36.0K | 0.00% | −575−23.4% | Reduced |
| Van Eck Associates Corp | 2,033 | $39.0K | 0.00% | −345−14.5% | Reduced |
| Harbor Investment Advisory, LLC | 2,058 | $39.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,254 | $43.1K | 0.00% | −84−3.6% | Reduced |
| US Bancorp | 2,347 | $44.9K | 0.00% | −710−23.2% | Reduced |
| Banque Cantonale Vaudoise | 2,676 | $51.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 3,002 | $57.0K | 0.00% | +694+30.1% | Added |
| Wolff Wiese Magana LLC | 3,000 | $57.4K | 0.05% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 3,200 | $61.2K | 0.00% | +3,200 | New |
| State of Wyoming | 3,312 | $63.3K | 0.01% | +3,312 | New |
| Amalgamated Bank | 3,946 | $75.0K | 0.00% | +193+5.1% | Added |
| Clearstead Advisors, LLC | 4,190 | $80.1K | 0.00% | +190+4.8% | Added |
| Quest Partners LLC | 4,534 | $86.7K | 0.01% | +4,534 | New |
| Walleye Trading LLC | 5,099 | $97.5K | 0.00% | +5,099 | New |
| CIBC Private Wealth Group, LLC | 6,200 | $121.4K | 0.00% | −235−3.7% | Reduced |
| STRS Ohio | 7,000 | $133.8K | 0.00% | +700+11.1% | Added |
| Valeo Financial Advisors, LLC | 141,500 | $141.5K | 0.00% | +141,500 | New |
| Point72 (DIFC) Ltd | 7,725 | $147.7K | 0.01% | +7,725 | New |
| Walleye Capital LLC | 8,448 | $161.5K | 0.00% | +8,448 | New |
| Cetera Trust Company, N.A | 9,110 | $174.2K | 0.11% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 9,300 | $177.8K | 0.05% | +6,880+284.3% | Added |
| Chicago Capital, LLC | 10,073 | $192.6K | 0.01% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 10,150 | $194.1K | 0.09% | +2,350+30.1% | Added |
| BNP Paribas Arbitrage, SA | 10,170 | $194.4K | 0.00% | −88,956−89.7% | Reduced |
| SeaCrest Wealth Management, LLC | 10,200 | $195.0K | 0.02% | +600+6.3% | Added |
| Gabelli & Co Investment Advisers, Inc. | 10,250 | $196.0K | 0.03% | +250+2.5% | Added |
| Algert Global LLC | 10,455 | $199.9K | 0.01% | +10,455 | New |
| HMS Capital Management, LLC | 10,569 | $202.1K | 0.11% | +3,150+42.5% | Added |
| Ameritas Investment Partners, Inc. | 11,404 | $218.0K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 11,757 | $224.8K | 0.00% | −5,969−33.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 12,057 | $230.5K | 0.02% | +1,722+16.7% | Added |
| Guggenheim Capital LLC | 12,106 | $231.5K | 0.00% | −320,323−96.4% | Reduced |
| Public Employees Retirement Association of Colorado | 12,148 | $232.0K | 0.00% | −437−3.5% | Reduced |
| Parkwood LLC | 12,362 | $236.0K | 0.03% | +12,362 | New |
| Prudential Financial Inc | 12,380 | $236.7K | 0.00% | +911+7.9% | Added |
| Pictet Asset Management Holding SA | 12,442 | $237.9K | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 10,115 | $239.8K | 0.01% | +2,311+29.6% | Added |
| Wolverine Trading, LLC | 12,627 | $241.4K | 0.00% | +12,627 | New |
| HAP Trading, LLC | 12,783 | $244.4K | 0.11% | +12,783 | New |
| HSBC Holdings PLC | 12,701 | $248.1K | 0.00% | −138,573−91.6% | Reduced |
| RSM US Wealth Management LLC | 13,829 | $254.6K | 0.00% | +13,829 | New |
| Harbour Investments, Inc. | 13,716 | $262.3K | 0.01% | −175−1.3% | Reduced |
| Victory Capital Management Inc | 14,289 | $273.2K | 0.00% | −414,447−96.7% | Reduced |
| ProShare Advisors LLC | 15,057 | $287.9K | 0.00% | −5,141−25.5% | Reduced |
| Principal Financial Group Inc | 15,594 | $298.2K | 0.00% | +480+3.2% | Added |
| Raymond James & Associates | 17,349 | $331.7K | 0.00% | −4,845−21.8% | Reduced |
| Creative Planning | 18,091 | $345.9K | 0.00% | +1,973+12.2% | Added |
| Verition Fund Management LLC | 18,676 | $357.1K | 0.00% | −7,518−28.7% | Reduced |
| Petrus Trust Company, LTA | 19,663 | $376.0K | 0.04% | −3,679−15.8% | Reduced |
| Handelsbanken Fonder AB | 20,900 | $400.0K | 0.00% | +2,700+14.8% | Added |
| Group One Trading, L.P. | 21,066 | $402.8K | 0.01% | +21,066 | New |
| Allianz Asset Management GmbH | 21,608 | $413.1K | 0.00% | +21,608 | New |
| Quantbot Technologies LP | 21,751 | $415.9K | 0.02% | +5,646+35.1% | Added |
| Seven Eight Capital, LP | 21,765 | $416.1K | 0.04% | +21,765 | New |
| Inceptionr LLC | 21,845 | $417.7K | 0.12% | +21,845 | New |
| Tower Research Capital LLC (TRC) | 22,664 | $433.3K | 0.01% | +21,407+1,703.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,832 | $436.5K | 0.00% | +1,881+9.0% | Added |
| Squarepoint Ops LLC | 22,980 | $439.4K | 0.00% | +22,980 | New |
| Sherbrooke Park Advisers LLC | 23,978 | $458.5K | 0.08% | +5,341+28.7% | Added |