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, Q4 2024
Institutional positions in Evolent Health, Inc. as of Dec 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
- 241
- −12 vs. Q3 2024
- Shares held
- 122.4M
- −6.80M (−5.3%) vs. Q3 2024
- Total value
- $1.38B
- −$2.27B (−62.3%) vs. Q3 2024
- New holders
- 58
- 90 more added
- Sold out
- 70
- 70 more reduced
9 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Evolent Health, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 5 | $0 | 0.00% | −6−54.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1 | $12 | 0.00% | −4−80.0% | Reduced |
| Global Financial Private Client, LLC | 2 | $23 | 0.00% | +2 | New |
| Coppell Advisory Solutions LLC | 3 | $33 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5 | $56 | 0.00% | −737−99.3% | Reduced |
| IFP Advisors, Inc | 0 | $68 | 0.00% | 0 | New |
| Steward Partners Investment Advisory, LLC | 18 | $203 | 0.00% | +18 | New |
| Mark Sheptoff Financial Planning, LLC | 25 | $281 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 25 | $281 | 0.00% | +25 | New |
| Bryn Mawr Trust Co | 26 | $293 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 27 | $304 | 0.00% | +27 | New |
| Continuum Advisory, LLC | 42 | $473 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 49 | $552 | 0.00% | +49 | New |
| Bruce G. Allen Investments, LLC | 51 | $574 | 0.00% | +24+88.9% | Added |
| SBI Securities Co., Ltd. | 80 | $900 | 0.00% | +80 | New |
| Hantz Financial Services, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $1.13K | 0.00% | −30,131−99.7% | Reduced |
| Rothschild Investment LLC | 100 | $1.13K | 0.00% | −10−9.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 123 | $1.38K | 0.00% | +45+57.7% | Added |
| Concord Wealth Partners | 128 | $1.44K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 152 | $1.71K | 0.00% | −236−60.8% | Reduced |
| Quarry LP | 175 | $1.97K | 0.00% | +175 | New |
| GAMMA Investing LLC | 184 | $2.07K | 0.00% | −1,401−88.4% | Reduced |
| Quadrant Capital Group LLC | 262 | $2.95K | 0.00% | −257−49.5% | Reduced |
| National Bank of Canada | 281 | $3.16K | 0.00% | +281 | New |
| Fifth Third Bancorp | 300 | $3.38K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 370 | $4.00K | 0.00% | −289−43.9% | Reduced |
| The PNC Financial Services Group, Inc. | 415 | $4.67K | 0.00% | −131−24.0% | Reduced |
| Principal Securities, Inc. | 419 | $4.71K | 0.00% | −106−20.2% | Reduced |
| Allworth Financial LP | 494 | $4.94K | 0.00% | −541−52.3% | Reduced |
| EverSource Wealth Advisors, LLC | 525 | $5.91K | 0.00% | −10−1.9% | Reduced |
| First Horizon Advisors, Inc. | 601 | $6.76K | 0.00% | −46−7.1% | Reduced |
| Smartleaf Asset Management LLC | 667 | $7.32K | 0.00% | +366+121.6% | Added |
| Public Employees Retirement System of Ohio | 680 | $7.65K | 0.00% | +313+85.3% | Added |
| Parallel Advisors, LLC | 725 | $8.16K | 0.00% | +40+5.8% | Added |
| Covestor Ltd | 808 | $9.00K | 0.01% | −616−43.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 835 | $9.39K | 0.01% | +835 | New |
| Versant Capital Management, Inc | 837 | $9.42K | 0.00% | +787+1,574.0% | Added |
| Nisa Investment Advisors, LLC | 986 | $11.1K | 0.00% | −305−23.6% | Reduced |
| US Bancorp | 1,318 | $14.8K | 0.00% | −5,261−80.0% | Reduced |
| Signaturefd, LLC | 1,407 | $15.8K | 0.00% | +1,316+1,446.2% | Added |
| Lindbrook Capital, LLC | 2,042 | $23.0K | 0.00% | −258−11.2% | Reduced |
| Van Eck Associates Corp | 2,033 | $23.0K | 0.00% | +677+49.9% | Added |
| Harbor Investment Advisory, LLC | 2,058 | $23.2K | 0.00% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 2,300 | $25.9K | 0.02% | +2,300 | New |
| R Squared Ltd | 2,760 | $31.1K | 0.03% | +2,760 | New |
| Quest Partners LLC | 3,045 | $34.3K | 0.00% | +3,031+21,650.0% | Added |
| Wolff Wiese Magana LLC | 3,057 | $34.4K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 3,614 | $40.7K | 0.00% | +678+23.1% | Added |
| Amalgamated Bank | 3,946 | $44.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,000 | $45.0K | 0.00% | −190−4.5% | Reduced |
| Parkside Financial Bank & Trust | 4,957 | $55.8K | 0.01% | +2,358+90.7% | Added |
| STRS Ohio | 5,000 | $56.3K | 0.00% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 5,404 | $60.8K | 0.06% | +5,404 | New |
| Advisor Group Holdings, Inc. | 5,909 | $66.5K | 0.00% | +4,943+511.7% | Added |
| Shell Asset Management Co | 6,104 | $69.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 6,144 | $69.1K | 0.00% | −47,614−88.6% | Reduced |
| Cetera Trust Company, N.A | 6,600 | $74.3K | 0.05% | −2,730−29.3% | Reduced |
| CIBC Private Wealth Group, LLC | 5,900 | $74.3K | 0.00% | −400−6.3% | Reduced |
| KBC Group NV | 6,741 | $76.0K | 0.00% | +3,739+124.6% | Added |
| State of Wyoming | 8,486 | $95.5K | 0.01% | +8,486 | New |
| Ethic Inc. | 10,025 | $112.8K | 0.00% | +10,025 | New |
| Vestcor Inc | 10,006 | $113.0K | 0.00% | +10,006 | New |
| Harbour Investments, Inc. | 10,188 | $114.6K | 0.00% | −3,188−23.8% | Reduced |
| Walleye Trading LLC | 10,743 | $120.9K | 0.00% | +10,743 | New |
| CIBC World Markets Corp | 10,803 | $121.5K | 0.00% | +10,803 | New |
| JustInvest LLC | 11,118 | $125.1K | 0.00% | +11,118 | New |
| Guggenheim Capital LLC | 11,367 | $127.9K | 0.00% | −803−6.6% | Reduced |
| Ameritas Investment Partners, Inc. | 11,404 | $128.3K | 0.00% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 11,607 | $130.6K | 0.00% | +2,542+28.0% | Added |
| Dynamic Advisor Solutions LLC | 11,930 | $134.2K | 0.01% | +11,930 | New |
| AQR Capital Management LLC | 11,954 | $134.5K | 0.00% | +4,762+66.2% | Added |
| Public Employees Retirement Association of Colorado | 12,148 | $137.0K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 12,406 | $139.6K | 0.01% | +12,406 | New |
| Pictet Asset Management Holding SA | 12,442 | $140.0K | 0.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 141,615 | $142.8K | 0.00% | +115+0.1% | Added |
| Envestnet Asset Management Inc | 12,801 | $144.0K | 0.00% | −60,709−82.6% | Reduced |
| Victory Capital Management Inc | 13,833 | $155.6K | 0.00% | −215−1.5% | Reduced |
| Farallon Capital Management, L.L.C. | 14,000 | $157.5K | 0.00% | −625,000−97.8% | Reduced |
| RSM US Wealth Management LLC | 14,812 | $162.6K | 0.00% | +643+4.5% | Added |
| Chicago Partners Investment Group LLC | 13,643 | $171.9K | 0.01% | +4,547+50.0% | Added |
| Citizens Financial Group Inc | 15,732 | $177.0K | 0.00% | +15,732 | New |
| Polymer Capital Management (US) LLC | 17,275 | $194.3K | 0.06% | +17,275 | New |
| Aristides Capital LLC | 18,600 | $209.3K | 0.07% | +18,600 | New |
| IMA Wealth, Inc. | 19,660 | $221.2K | 0.03% | −12,897−39.6% | Reduced |
| KLP Kapitalforvaltning AS | 20,700 | $232.9K | 0.00% | +20,700 | New |
| SG Americas Securities, LLC | 20,993 | $236.0K | 0.00% | −10,503−33.3% | Reduced |
| Bridgewater Associates, LP | 21,118 | $237.6K | 0.00% | −51,380−70.9% | Reduced |
| Tempus Wealth Planning, LLC | 21,320 | $239.8K | 0.07% | +21,320 | New |
| XTX Topco Ltd | 23,321 | $262.4K | 0.02% | +9,731+71.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 24,576 | $276.5K | 0.00% | +24,576 | New |
| Group One Trading, L.P. | 25,806 | $290.3K | 0.01% | +25,806 | New |
| Values First Advisors, Inc. | 26,240 | $295.2K | 0.16% | −5,889−18.3% | Reduced |
| Handelsbanken Fonder AB | 26,300 | $296.0K | 0.00% | +5,400+25.8% | Added |
| Arizona State Retirement System | 28,688 | $322.7K | 0.00% | +244+0.9% | Added |
| ERn Financial, LLC | 29,574 | $332.7K | 0.05% | 00.0% | Unchanged |
| Jain Global LLC | 29,841 | $335.7K | 0.01% | +29,841 | New |
| Great West Life Assurance Co | 30,467 | $342.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,786 | $346.3K | 0.00% | +7,954+34.8% | Added |
| Chicago Capital, LLC | 31,134 | $350.3K | 0.01% | +21,061+209.1% | Added |