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, Q3 2024
Institutional positions in Evolent Health, Inc. as of Sep 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
- 262
- +22 vs. Q2 2024
- Shares held
- 129.5M
- +8.54M (+7.1%) vs. Q2 2024
- Total value
- $3.66B
- +$1.35B (+58.3%) vs. Q2 2024
- New holders
- 60
- 75 more added
- Sold out
- 38
- 92 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Evolent Health, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 11 | $0 | 0.00% | +11 | New |
| Claris Advisors, LLC | 2 | $57 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 3 | $85 | 0.00% | −13−81.3% | Reduced |
| Coppell Advisory Solutions LLC | 3 | $88 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $142 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $170 | 0.00% | +4+200.0% | Added |
| Caption Management, LLC | 14 | $396 | 0.00% | −82,197−100.0% | Reduced |
| Quest Partners LLC | 14 | $396 | 0.00% | −4,520−99.7% | Reduced |
| CVA Family Office, LLC | 15 | $424 | 0.00% | +15 | New |
| Continuum Advisory, LLC | 42 | $532 | 0.00% | +42 | New |
| Global Retirement Partners, LLC | 20 | $566 | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 23 | $651 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 25 | $707 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 26 | $735 | 0.00% | +26 | New |
| Bruce G. Allen Investments, LLC | 27 | $764 | 0.00% | +27 | New |
| Northwestern Mutual Wealth Management Co | 36 | $1.02K | 0.00% | +36 | New |
| Naples Money Management LLC | 37 | $1.05K | 0.00% | +10+37.0% | Added |
| Ronald Blue Trust, Inc. | 70 | $1.34K | 0.00% | +36+105.9% | Added |
| Versant Capital Management, Inc | 50 | $1.41K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 78 | $2.21K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 91 | $2.57K | 0.00% | −187−67.3% | Reduced |
| Private Wealth Management Group, LLC | 91 | $2.57K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 105 | $3.00K | 0.00% | +105 | New |
| Rothschild Investment LLC | 110 | $3.11K | 0.00% | +80+266.7% | Added |
| Concord Wealth Partners | 128 | $3.62K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 300 | $8.48K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 301 | $8.82K | 0.00% | +279+1,268.2% | Added |
| Public Employees Retirement System of Ohio | 367 | $10.4K | 0.00% | +117+46.8% | Added |
| Elequin Capital LP | 388 | $11.0K | 0.00% | +388 | New |
| Planning Capital Management Corp | 491 | $13.9K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 519 | $14.7K | 0.00% | +485+1,426.5% | Added |
| Principal Securities, Inc. | 525 | $14.8K | 0.00% | −4−0.8% | Reduced |
| EverSource Wealth Advisors, LLC | 535 | $15.1K | 0.00% | +163+43.8% | Added |
| The PNC Financial Services Group, Inc. | 546 | $15.4K | 0.00% | +445+440.6% | Added |
| First Horizon Advisors, Inc. | 647 | $18.3K | 0.00% | +45+7.5% | Added |
| CWM, LLC | 659 | $19.0K | 0.00% | +91+16.0% | Added |
| Parallel Advisors, LLC | 685 | $19.4K | 0.00% | −9−1.3% | Reduced |
| Central Trust Co | 700 | $19.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 742 | $21.0K | 0.00% | +724+4,022.2% | Added |
| Advisor Group Holdings, Inc. | 966 | $27.3K | 0.00% | −324−25.1% | Reduced |
| Allworth Financial LP | 1,035 | $29.3K | 0.00% | +139+15.5% | Added |
| Van Eck Associates Corp | 1,356 | $30.0K | 0.00% | −677−33.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,200 | $33.9K | 0.01% | +1,200 | New |
| Nisa Investment Advisors, LLC | 1,291 | $36.5K | 0.00% | +115+9.8% | Added |
| Covestor Ltd | 1,424 | $40.0K | 0.03% | +826+138.1% | Added |
| GAMMA Investing LLC | 1,585 | $44.8K | 0.00% | +1,556+5,365.5% | Added |
| Clear Street Markets LLC | 2,000 | $57.0K | 0.04% | +2,000 | New |
| Harbor Investment Advisory, LLC | 2,058 | $58.2K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,300 | $65.0K | 0.01% | +46+2.0% | Added |
| Parkside Financial Bank & Trust | 2,599 | $73.5K | 0.01% | +2,599 | New |
| Banque Cantonale Vaudoise | 2,676 | $76.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 2,936 | $83.0K | 0.00% | −5,512−65.2% | Reduced |
| KBC Group NV | 3,002 | $85.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 3,057 | $86.5K | 0.06% | +57+1.9% | Added |
| Amalgamated Bank | 3,946 | $112.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,190 | $118.5K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 4,341 | $122.0K | 0.00% | +4,341 | New |
| STRS Ohio | 5,000 | $141.4K | 0.00% | −2,000−28.6% | Reduced |
| Valeo Financial Advisors, LLC | 141,500 | $141.5K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 6,104 | $173.0K | 0.01% | +6,104 | New |
| CIBC Private Wealth Group, LLC | 6,300 | $178.2K | 0.00% | +100+1.6% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 6,507 | $184.0K | 0.03% | +6,254+2,471.9% | Added |
| US Bancorp | 6,579 | $186.1K | 0.00% | +4,232+180.3% | Added |
| Tower Research Capital LLC (TRC) | 6,993 | $197.8K | 0.01% | −15,671−69.1% | Reduced |
| Mackenzie Financial Corp | 7,133 | $201.7K | 0.00% | −27,650−79.5% | Reduced |
| AQR Capital Management LLC | 7,192 | $203.4K | 0.00% | +7,192 | New |
| Chicago Partners Investment Group LLC | 9,096 | $203.8K | 0.01% | −1,019−10.1% | Reduced |
| Corton Capital Inc. | 7,230 | $204.5K | 0.10% | +7,230 | New |
| Atria Investments LLC | 7,354 | $208.0K | 0.00% | +7,354 | New |
| Point72 (DIFC) Ltd | 7,388 | $208.9K | 0.02% | −337−4.4% | Reduced |
| Park Avenue Securities LLC | 7,489 | $212.0K | 0.00% | +7,489 | New |
| Xponance, Inc. | 7,584 | $214.5K | 0.00% | +7,584 | New |
| Stephens Inc | 7,809 | $220.8K | 0.00% | −3,948−33.6% | Reduced |
| Cresset Asset Management, LLC | 9,049 | $255.9K | 0.00% | +9,049 | New |
| Johnson Investment Counsel Inc | 9,065 | $256.4K | 0.00% | +9,065 | New |
| ExodusPoint Capital Management, LP | 9,202 | $260.0K | 0.00% | −23,337−71.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 9,260 | $261.9K | 0.01% | +9,260 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 9,300 | $263.0K | 0.07% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 9,330 | $263.9K | 0.16% | +220+2.4% | Added |
| Wolverine Trading, LLC | 9,169 | $268.7K | 0.01% | −3,458−27.4% | Reduced |
| LPL Financial LLC | 9,876 | $279.3K | 0.00% | +9,876 | New |
| Lighthouse Investment Partners, LLC | 9,898 | $279.9K | 0.02% | +9,898 | New |
| Cowen and Company, LLC | 10,000 | $282.8K | 0.01% | +10,000 | New |
| Chicago Capital, LLC | 10,073 | $284.9K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 10,211 | $288.8K | 0.03% | +11+0.1% | Added |
| Gabelli & Co Investment Advisers, Inc. | 10,250 | $289.9K | 0.05% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,946 | $309.6K | 0.00% | +10,946 | New |
| Entropy Technologies, LP | 11,283 | $319.1K | 0.03% | +11,283 | New |
| Ameritas Investment Partners, Inc. | 11,404 | $322.5K | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 11,577 | $327.0K | 0.03% | −101,971−89.8% | Reduced |
| Stifel Financial Corp | 12,041 | $340.5K | 0.00% | −13,254−52.4% | Reduced |
| Public Employees Retirement Association of Colorado | 12,148 | $344.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 12,170 | $344.2K | 0.00% | +64+0.5% | Added |
| Prudential Financial Inc | 12,256 | $346.6K | 0.00% | −124−1.0% | Reduced |
| Pictet Asset Management Holding SA | 12,442 | $351.9K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 12,649 | $357.7K | 0.02% | +12,649 | New |
| Harbour Investments, Inc. | 13,376 | $378.3K | 0.01% | −340−2.5% | Reduced |
| RSM US Wealth Management LLC | 14,169 | $383.3K | 0.01% | +340+2.5% | Added |
| XTX Topco Ltd | 13,590 | $384.3K | 0.03% | −29,791−68.7% | Reduced |