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, Q1 2025
Institutional positions in Evolent Health, Inc. as of Mar 31, 2025. 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
- 229
- −9 vs. Q4 2024
- Shares held
- 126.5M
- +5.41M (+4.5%) vs. Q4 2024
- Total value
- $1.20B
- −$162.4M (−11.9%) vs. Q4 2024
- New holders
- 44
- 81 more added
- Sold out
- 53
- 73 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Evolent Health, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 40 | $0 | 0.00% | +40 | New |
| Avion Wealth | 44 | $0 | 0.00% | +44 | New |
| Garde Capital, Inc. | 5 | $48 | 0.00% | +5 | New |
| IFP Advisors, Inc | 0 | $57 | 0.00% | 0 | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 25 | $237 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 26 | $246 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 58 | $256 | 0.00% | +31+114.8% | Added |
| Boston Private Wealth LLC | 39 | $369 | 0.00% | +39 | New |
| Stephens Consulting, LLC | 40 | $379 | 0.00% | +40 | New |
| WealthTrak Capital Management LLC | 50 | $474 | 0.00% | +50 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 56 | $530 | 0.00% | +56 | New |
| Coldstream Capital Management Inc | 58 | $550 | 0.00% | +58 | New |
| Hughes Financial Services, LLC | 57 | $552 | 0.00% | +57 | New |
| Skopos Labs, Inc. | 74 | $701 | 0.00% | +74 | New |
| Farther Finance Advisors, LLC | 78 | $755 | 0.00% | +73+1,460.0% | Added |
| SBI Securities Co., Ltd. | 80 | $758 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $947 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 100 | $955 | 0.00% | −5,800−98.3% | Reduced |
| Hantz Financial Services, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 68 | $1.00K | 0.00% | +68 | New |
| National Bank of Canada | 141 | $1.33K | 0.00% | −140−49.8% | Reduced |
| Rothschild Investment LLC | 160 | $1.51K | 0.00% | +60+60.0% | Added |
| Quarry LP | 258 | $2.44K | 0.00% | +83+47.4% | Added |
| Parkside Financial Bank & Trust | 302 | $2.86K | 0.00% | −4,655−93.9% | Reduced |
| The PNC Financial Services Group, Inc. | 303 | $2.87K | 0.00% | −112−27.0% | Reduced |
| Sierra Ocean, LLC | 318 | $3.01K | 0.00% | +318 | New |
| Smartleaf Asset Management LLC | 426 | $4.09K | 0.00% | −241−36.1% | Reduced |
| Principal Securities, Inc. | 419 | $4.71K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 578 | $5.47K | 0.00% | +578 | New |
| First Horizon Advisors, Inc. | 601 | $5.69K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 801 | $7.58K | 0.00% | −36−4.3% | Reduced |
| Covestor Ltd | 895 | $8.00K | 0.01% | +87+10.8% | Added |
| GAMMA Investing LLC | 998 | $9.45K | 0.00% | +814+442.4% | Added |
| Public Employees Retirement System of Ohio | 1,118 | $10.6K | 0.00% | +438+64.4% | Added |
| Allworth Financial LP | 1,203 | $10.9K | 0.00% | +709+143.5% | Added |
| EverSource Wealth Advisors, LLC | 1,201 | $11.4K | 0.00% | +676+128.8% | Added |
| Nisa Investment Advisors, LLC | 1,357 | $12.9K | 0.00% | +371+37.6% | Added |
| Parallel Advisors, LLC | 1,910 | $18.1K | 0.00% | +1,185+163.4% | Added |
| Hollencrest Capital Management | 2,000 | $18.9K | 0.00% | −34,000−94.4% | Reduced |
| Harbor Investment Advisory, LLC | 2,058 | $19.5K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 2,166 | $21.0K | 0.00% | +133+6.5% | Added |
| CWM, LLC | 2,254 | $21.0K | 0.00% | +1,884+509.2% | Added |
| Banque Cantonale Vaudoise | 2,676 | $25.0K | 0.00% | +2,676 | New |
| Huntington National Bank | 2,950 | $27.9K | 0.00% | +2,950 | New |
| Wolff Wiese Magana LLC | 3,057 | $28.9K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,432 | $32.5K | 0.00% | −31,906−90.3% | Reduced |
| Lindbrook Capital, LLC | 3,558 | $33.7K | 0.00% | +1,516+74.2% | Added |
| Simplex Trading, LLC | 3,776 | $35.0K | 0.00% | −69,904−94.9% | Reduced |
| Amalgamated Bank | 3,960 | $38.0K | 0.00% | +14+0.4% | Added |
| Harbour Investments, Inc. | 4,328 | $41.0K | 0.00% | −5,860−57.5% | Reduced |
| Walleye Trading LLC | 4,348 | $41.2K | 0.00% | −6,395−59.5% | Reduced |
| Quadrant Capital Group LLC | 4,783 | $45.3K | 0.00% | +4,521+1,725.6% | Added |
| STRS Ohio | 5,000 | $47.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,153 | $48.8K | 0.00% | +3,835+291.0% | Added |
| Advisor Group Holdings, Inc. | 5,582 | $52.9K | 0.00% | −327−5.5% | Reduced |
| Comerica Bank | 5,650 | $53.5K | 0.00% | −494−8.0% | Reduced |
| Shell Asset Management Co | 5,856 | $55.0K | 0.00% | −248−4.1% | Reduced |
| Cetera Trust Company, N.A | 6,600 | $62.5K | 0.04% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 6,600 | $62.5K | 0.06% | +4,300+187.0% | Added |
| KBC Group NV | 6,741 | $64.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,043 | $66.7K | 0.00% | +5,636+400.6% | Added |
| BNP Paribas Arbitrage, SA | 8,345 | $79.0K | 0.00% | −29,980−78.2% | Reduced |
| Hamilton Wealth, LLC | 10,000 | $94.7K | 0.02% | +10,000 | New |
| Unified Investment Management | 10,980 | $104.0K | 0.12% | +10,980 | New |
| Guggenheim Capital LLC | 11,261 | $106.6K | 0.00% | −106−0.9% | Reduced |
| AQR Capital Management LLC | 11,297 | $107.0K | 0.00% | −657−5.5% | Reduced |
| Ameritas Investment Partners, Inc. | 11,404 | $108.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 11,869 | $112.4K | 0.00% | −61−0.5% | Reduced |
| Public Employees Retirement Association of Colorado | 12,148 | $115.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 12,442 | $117.8K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 12,919 | $122.3K | 0.02% | +12,919 | New |
| Quadrature Capital Ltd | 13,197 | $125.0K | 0.00% | −24,144−64.7% | Reduced |
| Cresset Asset Management, LLC | 13,236 | $125.3K | 0.00% | +13,236 | New |
| Victory Capital Management Inc | 13,805 | $130.7K | 0.00% | −28−0.2% | Reduced |
| Farallon Capital Management, L.L.C. | 14,000 | $132.6K | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 14,234 | $134.8K | 0.01% | −24,985−63.7% | Reduced |
| Teacher Retirement System of Texas | 14,483 | $137.2K | 0.00% | +14,483 | New |
| Royal Bank of Canada | 16,586 | $156.0K | 0.00% | −18,622−52.9% | Reduced |
| Quest Partners LLC | 17,064 | $161.6K | 0.02% | +14,019+460.4% | Added |
| Graham Capital Management, L.P. | 19,062 | $180.5K | 0.01% | −26,532−58.2% | Reduced |
| 49 Wealth Management, LLC | 19,535 | $185.0K | 0.02% | +19,535 | New |
| KLP Kapitalforvaltning AS | 20,700 | $196.0K | 0.00% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 21,400 | $202.7K | 0.00% | +5,668+36.0% | Added |
| Envestnet Asset Management Inc | 22,531 | $213.4K | 0.00% | +9,730+76.0% | Added |
| Prelude Capital Management, LLC | 24,490 | $231.9K | 0.02% | +24,490 | New |
| Police & Firemen's Retirement System of New Jersey | 24,576 | $232.7K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 24,991 | $236.7K | 0.00% | −7,522−23.1% | Reduced |
| CIBC World Markets Corp | 25,616 | $242.6K | 0.00% | +14,813+137.1% | Added |
| Winton Group Ltd | 25,981 | $246.0K | 0.01% | +25,981 | New |
| Marshall Wace, LLP | 26,050 | $246.7K | 0.00% | −68,270−72.4% | Reduced |
| Handelsbanken Fonder AB | 26,300 | $249.0K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 26,362 | $250.0K | 0.00% | +26,362 | New |
| Caxton Associates LLP | 26,605 | $251.9K | 0.01% | +26,605 | New |
| Arizona State Retirement System | 28,421 | $269.1K | 0.00% | −267−0.9% | Reduced |
| ERn Financial, LLC | 29,574 | $280.1K | 0.04% | 00.0% | Unchanged |
| Great West Life Assurance Co | 30,467 | $289.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 31,330 | $296.7K | 0.00% | −3,466−10.0% | Reduced |
| RSM US Wealth Management LLC | 31,355 | $296.9K | 0.00% | +16,543+111.7% | Added |
| State Board of Administration of Florida Retirement System | 31,444 | $297.8K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 32,275 | $305.6K | 0.18% | 00.0% | Unchanged |