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 |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 6,300 | $178.2K | 0.00% | +100+1.6% | Added |
| Shell Asset Management Co | 6,104 | $173.0K | 0.01% | +6,104 | New |
| Valeo Financial Advisors, LLC | 141,500 | $141.5K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 5,000 | $141.4K | 0.00% | −2,000−28.6% | Reduced |
| Acadian Asset Management LLC | 4,341 | $122.0K | 0.00% | +4,341 | New |
| Clearstead Advisors, LLC | 4,190 | $118.5K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,946 | $112.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 3,057 | $86.5K | 0.06% | +57+1.9% | Added |
| KBC Group NV | 3,002 | $85.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 2,936 | $83.0K | 0.00% | −5,512−65.2% | Reduced |
| Banque Cantonale Vaudoise | 2,676 | $76.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,599 | $73.5K | 0.01% | +2,599 | New |
| Lindbrook Capital, LLC | 2,300 | $65.0K | 0.01% | +46+2.0% | Added |
| Harbor Investment Advisory, LLC | 2,058 | $58.2K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,000 | $57.0K | 0.04% | +2,000 | New |
| GAMMA Investing LLC | 1,585 | $44.8K | 0.00% | +1,556+5,365.5% | Added |
| Covestor Ltd | 1,424 | $40.0K | 0.03% | +826+138.1% | Added |
| Nisa Investment Advisors, LLC | 1,291 | $36.5K | 0.00% | +115+9.8% | Added |
| Catalyst Funds Management Pty Ltd | 1,200 | $33.9K | 0.01% | +1,200 | New |
| Van Eck Associates Corp | 1,356 | $30.0K | 0.00% | −677−33.3% | Reduced |
| Allworth Financial LP | 1,035 | $29.3K | 0.00% | +139+15.5% | Added |
| Advisor Group Holdings, Inc. | 966 | $27.3K | 0.00% | −324−25.1% | Reduced |
| Farther Finance Advisors, LLC | 742 | $21.0K | 0.00% | +724+4,022.2% | Added |
| Central Trust Co | 700 | $19.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 685 | $19.4K | 0.00% | −9−1.3% | Reduced |
| CWM, LLC | 659 | $19.0K | 0.00% | +91+16.0% | Added |
| First Horizon Advisors, Inc. | 647 | $18.3K | 0.00% | +45+7.5% | Added |
| The PNC Financial Services Group, Inc. | 546 | $15.4K | 0.00% | +445+440.6% | Added |
| EverSource Wealth Advisors, LLC | 535 | $15.1K | 0.00% | +163+43.8% | Added |
| Principal Securities, Inc. | 525 | $14.8K | 0.00% | −4−0.8% | Reduced |
| Quadrant Capital Group LLC | 519 | $14.7K | 0.00% | +485+1,426.5% | Added |
| Planning Capital Management Corp | 491 | $13.9K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 388 | $11.0K | 0.00% | +388 | New |
| Public Employees Retirement System of Ohio | 367 | $10.4K | 0.00% | +117+46.8% | Added |
| Smartleaf Asset Management LLC | 301 | $8.82K | 0.00% | +279+1,268.2% | Added |
| Fifth Third Bancorp | 300 | $8.48K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 128 | $3.62K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 110 | $3.11K | 0.00% | +80+266.7% | Added |
| Hantz Financial Services, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 105 | $3.00K | 0.00% | +105 | New |
| Private Wealth Management Group, LLC | 91 | $2.57K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 91 | $2.57K | 0.00% | −187−67.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 78 | $2.21K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 50 | $1.41K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 70 | $1.34K | 0.00% | +36+105.9% | Added |
| Naples Money Management LLC | 37 | $1.05K | 0.00% | +10+37.0% | Added |
| Northwestern Mutual Wealth Management Co | 36 | $1.02K | 0.00% | +36 | New |
| Bruce G. Allen Investments, LLC | 27 | $764 | 0.00% | +27 | New |
| Bryn Mawr Trust Co | 26 | $735 | 0.00% | +26 | New |
| Mark Sheptoff Financial Planning, LLC | 25 | $707 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $651 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 20 | $566 | 0.00% | +20 | New |
| Continuum Advisory, LLC | 42 | $532 | 0.00% | +42 | New |
| CVA Family Office, LLC | 15 | $424 | 0.00% | +15 | New |
| Caption Management, LLC | 14 | $396 | 0.00% | −82,197−100.0% | Reduced |
| Quest Partners LLC | 14 | $396 | 0.00% | −4,520−99.7% | Reduced |
| SJS Investment Consulting Inc. | 6 | $170 | 0.00% | +4+200.0% | Added |
| DiNuzzo Private Wealth, Inc. | 5 | $142 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3 | $88 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $85 | 0.00% | −13−81.3% | Reduced |
| Claris Advisors, LLC | 2 | $57 | 0.00% | +2 | New |
| Hemington Wealth Management | 11 | $0 | 0.00% | +11 | New |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −1,609,013−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −638,164−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −213,752−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −113,090−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −101,258−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −82,423−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −72,200−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −59,470−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −56,062−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −55,173−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −49,946−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −47,700−100.0% | Sold out |
| Eisler Capital (US) LLC | 0 | $0 | 0.00% | −41,066−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −34,850−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −33,285−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −27,011−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −27,364−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −23,978−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −22,980−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −21,845−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −21,751−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −21,066−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −19,663−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −12,701−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −12,783−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −12,362−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −12,057−100.0% | Sold out |
| HMS Capital Management, LLC | 0 | $0 | 0.00% | −10,569−100.0% | Sold out |
| First Dallas Securities Inc. | 0 | $0 | 0.00% | −10,150−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −5,099−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −3,312−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −1,886−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,651−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −467−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |