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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 1,407 | $15.8K | 0.00% | +1,316+1,446.2% | Added |
| US Bancorp | 1,318 | $14.8K | 0.00% | −5,261−80.0% | Reduced |
| Nisa Investment Advisors, LLC | 986 | $11.1K | 0.00% | −305−23.6% | Reduced |
| Versant Capital Management, Inc | 837 | $9.42K | 0.00% | +787+1,574.0% | Added |
| Caitong International Asset Management Co., Ltd | 835 | $9.39K | 0.01% | +835 | New |
| Covestor Ltd | 808 | $9.00K | 0.01% | −616−43.3% | Reduced |
| Parallel Advisors, LLC | 725 | $8.16K | 0.00% | +40+5.8% | Added |
| Public Employees Retirement System of Ohio | 680 | $7.65K | 0.00% | +313+85.3% | Added |
| Smartleaf Asset Management LLC | 667 | $7.32K | 0.00% | +366+121.6% | Added |
| First Horizon Advisors, Inc. | 601 | $6.76K | 0.00% | −46−7.1% | Reduced |
| EverSource Wealth Advisors, LLC | 525 | $5.91K | 0.00% | −10−1.9% | Reduced |
| Allworth Financial LP | 494 | $4.94K | 0.00% | −541−52.3% | Reduced |
| Principal Securities, Inc. | 419 | $4.71K | 0.00% | −106−20.2% | Reduced |
| The PNC Financial Services Group, Inc. | 415 | $4.67K | 0.00% | −131−24.0% | Reduced |
| CWM, LLC | 370 | $4.00K | 0.00% | −289−43.9% | Reduced |
| Fifth Third Bancorp | 300 | $3.38K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 281 | $3.16K | 0.00% | +281 | New |
| Quadrant Capital Group LLC | 262 | $2.95K | 0.00% | −257−49.5% | Reduced |
| GAMMA Investing LLC | 184 | $2.07K | 0.00% | −1,401−88.4% | Reduced |
| Quarry LP | 175 | $1.97K | 0.00% | +175 | New |
| Elequin Capital LP | 152 | $1.71K | 0.00% | −236−60.8% | Reduced |
| Concord Wealth Partners | 128 | $1.44K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 123 | $1.38K | 0.00% | +45+57.7% | Added |
| 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 |
| Hantz Financial Services, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 80 | $900 | 0.00% | +80 | New |
| Bruce G. Allen Investments, LLC | 51 | $574 | 0.00% | +24+88.9% | Added |
| UMA Financial Services, Inc. | 49 | $552 | 0.00% | +49 | New |
| Continuum Advisory, LLC | 42 | $473 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 27 | $304 | 0.00% | +27 | New |
| Bryn Mawr Trust Co | 26 | $293 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 25 | $281 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 25 | $281 | 0.00% | +25 | New |
| Steward Partners Investment Advisory, LLC | 18 | $203 | 0.00% | +18 | New |
| IFP Advisors, Inc | 0 | $68 | 0.00% | 0 | New |
| Farther Finance Advisors, LLC | 5 | $56 | 0.00% | −737−99.3% | Reduced |
| Coppell Advisory Solutions LLC | 3 | $33 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $23 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 1 | $12 | 0.00% | −4−80.0% | Reduced |
| Hemington Wealth Management | 5 | $0 | 0.00% | −6−54.5% | Reduced |
| OrbiMed Advisors LLC | 0 | $0 | 0.00% | −1,665,115−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −1,516,544−100.0% | Sold out |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −1,292,379−100.0% | Sold out |
| Zevenbergen Capital Investments LLC | 0 | $0 | 0.00% | −753,038−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −646,806−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −491,382−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −367,532−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −310,305−100.0% | Sold out |
| Rhenman & Partners Asset Management AB | 0 | $0 | 0.00% | −265,000−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −240,600−100.0% | Sold out |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | −218,240−100.0% | Sold out |
| TIG Advisors, LLC | 0 | $0 | 0.00% | −214,645−100.0% | Sold out |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −186,926−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −139,976−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −98,000−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −76,135−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −73,101−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −67,246−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −62,732−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −50,259−100.0% | Sold out |
| Redwood Investments, LLC | 0 | $0 | 0.00% | −44,035−100.0% | Sold out |
| Sectoral Asset Management Inc | 0 | $0 | 0.00% | −39,000−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −38,376−100.0% | Sold out |
| Harvest Management LLC | 0 | $0 | 0.00% | −38,000−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −30,222−100.0% | Sold out |
| S&CO Inc | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −29,303−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −27,753−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −25,549−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −25,121−100.0% | Sold out |
| Silphium Asset Management Ltd | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −23,025−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −16,765−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −15,191−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −14,152−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −12,256−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −12,041−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,577−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −10,946−100.0% | Sold out |
| Gabelli & Co Investment Advisers, Inc. | 0 | $0 | 0.00% | −10,250−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −10,211−100.0% | Sold out |
| Cowen and Company, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −9,898−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −9,876−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| Cassaday & Co Wealth Management LLC | 0 | $0 | 0.00% | −9,260−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −9,202−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −9,049−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −7,809−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −7,584−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −7,489−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −7,354−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −7,230−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −7,133−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −6,507−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −4,341−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |