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 |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 2,033 | $39.0K | 0.00% | −345−14.5% | Reduced |
| NBC Securities, Inc. | 1,886 | $36.0K | 0.00% | −575−23.4% | Reduced |
| Quarry LP | 1,651 | $31.6K | 0.01% | +1,651 | New |
| Advisor Group Holdings, Inc. | 1,290 | $24.7K | 0.00% | −7,035−84.5% | Reduced |
| Nisa Investment Advisors, LLC | 1,176 | $22.5K | 0.00% | +65+5.9% | Added |
| ICA Group Wealth Management, LLC | 1,000 | $19.1K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 896 | $17.6K | 0.00% | +846+1,692.0% | Added |
| Central Trust Co | 700 | $13.4K | 0.00% | −35−4.8% | Reduced |
| Parallel Advisors, LLC | 694 | $13.3K | 0.00% | +179+34.8% | Added |
| Allspring Global Investments Holdings, LLC | 675 | $12.9K | 0.00% | +675 | New |
| First Horizon Advisors, Inc. | 602 | $11.5K | 0.00% | −31−4.9% | Reduced |
| CWM, LLC | 568 | $11.0K | 0.00% | +97+20.6% | Added |
| Covestor Ltd | 598 | $11.0K | 0.01% | +593+11,860.0% | Added |
| Principal Securities, Inc. | 529 | $10.1K | 0.00% | −31−5.5% | Reduced |
| nVerses Capital, LLC | 500 | $9.56K | 0.01% | −600−54.5% | Reduced |
| Planning Capital Management Corp | 491 | $9.39K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 467 | $9.00K | 0.00% | +31+7.1% | Added |
| EverSource Wealth Advisors, LLC | 372 | $8.68K | 0.00% | +102+37.8% | Added |
| Fifth Third Bancorp | 300 | $5.74K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 278 | $5.32K | 0.00% | −1,180−80.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 253 | $4.83K | 0.00% | +253 | New |
| Public Employees Retirement System of Ohio | 250 | $4.78K | 0.00% | +148+145.1% | Added |
| Concord Wealth Partners | 128 | $2.45K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 101 | $1.93K | 0.00% | −4,953−98.0% | Reduced |
| Private Wealth Management Group, LLC | 91 | $1.74K | 0.00% | +58+175.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 78 | $1.49K | 0.00% | −22−22.0% | Reduced |
| Ronald Blue Trust, Inc. | 34 | $1.11K | 0.00% | +34 | New |
| Versant Capital Management, Inc | 50 | $956 | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 37 | $707 | 0.00% | +37 | New |
| Quadrant Capital Group LLC | 34 | $651 | 0.00% | −187−84.6% | Reduced |
| Rothschild Investment LLC | 30 | $574 | 0.00% | +20+200.0% | Added |
| GAMMA Investing LLC | 29 | $554 | 0.00% | +8+38.1% | Added |
| Naples Money Management LLC | 27 | $497 | 0.00% | −19−41.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 25 | $478 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 25 | $478 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 22 | $441 | 0.00% | +22 | New |
| Bell Investment Advisors, Inc | 23 | $440 | 0.00% | −26−53.1% | Reduced |
| Farther Finance Advisors, LLC | 18 | $331 | 0.00% | −30−62.5% | Reduced |
| JFS Wealth Advisors, LLC | 16 | $306 | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $96 | 0.00% | +5 | New |
| Coppell Advisory Solutions LLC | 3 | $57 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 2 | $39 | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −3,024−100.0% | Sold out |
| Farallon Capital Management, L.L.C. | 0 | $0 | 0.00% | −1,037,331−100.0% | Sold out |
| Redmile Group, LLC | 0 | $0 | 0.00% | −679,172−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −340,000−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −338,940−100.0% | Sold out |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −185,228−100.0% | Sold out |
| Axiom Investors LLC | 0 | $0 | 0.00% | −137,425−100.0% | Sold out |
| Josh Arnold Investment Consultant, LLC | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −110,047−100.0% | Sold out |
| McKinley Capital Management LLC /Delaware | 0 | $0 | 0.00% | −106,100−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −86,442−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −80,199−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −70,211−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −55,402−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −52,060−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −42,848−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −40,492−100.0% | Sold out |
| Genesee Capital Advisors, LLC | 0 | $0 | 0.00% | −36,394−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −35,670−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −30,618−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −17,871−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −16,057−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −13,995−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −11,536−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −11,296−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −11,098−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −10,696−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −10,473−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −10,173−100.0% | Sold out |
| Janney Capital Management LLC | 0 | $0 | 0.00% | −9,543−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −8,108−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −8,023−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −8,027−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −7,337−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −7,262−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −7,210−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −6,977−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −6,807−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,654−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,644−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −6,022−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −5,973−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −3,313−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1,840−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −236−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Anfield Capital Management, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |