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, Q2 2025
Institutional positions in Evolent Health, Inc. as of Jun 30, 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
- 222
- −3 vs. Q1 2025
- Shares held
- 131.7M
- +6.36M (+5.1%) vs. Q1 2025
- Total value
- $1.48B
- +$295.8M (+24.9%) vs. Q1 2025
- New holders
- 38
- 81 more added
- Sold out
- 41
- 73 more reduced
4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Evolent Health, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | −889−99.3% | Reduced |
| Stephens Consulting, LLC | 5 | $57 | 0.00% | −35−87.5% | Reduced |
| Garde Capital, Inc. | 5 | $57 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $57 | 0.00% | +5 | New |
| Twin Peaks Wealth Advisors, LLC | 12 | $106 | 0.00% | +12 | New |
| Concord Wealth Partners | 13 | $146 | 0.00% | +13 | New |
| Mark Sheptoff Financial Planning, LLC | 25 | $282 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 26 | $293 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 27 | $304 | 0.00% | −31−53.4% | Reduced |
| Essential Partners LLC | 32 | $360 | 0.00% | +32 | New |
| WealthTrak Capital Management LLC | 35 | $395 | 0.00% | −15−30.0% | Reduced |
| Rise Advisors, LLC | 53 | $597 | 0.00% | +53 | New |
| Skopos Labs, Inc. | 54 | $609 | 0.00% | −20−27.0% | Reduced |
| Bell Investment Advisors, Inc | 57 | $642 | 0.00% | +57 | New |
| Versant Capital Management, Inc | 60 | $676 | 0.00% | −741−92.5% | Reduced |
| Private Wealth Management Group, LLC | 86 | $969 | 0.00% | +86 | New |
| Bessemer Group Inc | 68 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 172 | $1.00K | 0.00% | +128+290.9% | Added |
| CIBC Private Wealth Group, LLC | 100 | $1.13K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $1.13K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 106 | $1.19K | 0.00% | +106 | New |
| SBI Securities Co., Ltd. | 108 | $1.22K | 0.00% | +28+35.0% | Added |
| Fortitude Family Office, LLC | 130 | $1.46K | 0.00% | +130 | New |
| National Bank of Canada | 145 | $1.63K | 0.00% | +4+2.8% | Added |
| Larson Financial Group LLC | 149 | $1.68K | 0.00% | +149 | New |
| Comerica Bank | 234 | $2.63K | 0.00% | −5,416−95.9% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 236 | $2.66K | 0.00% | +180+321.4% | Added |
| UMA Financial Services, Inc. | 245 | $2.76K | 0.00% | +245 | New |
| Rothschild Investment LLC | 270 | $3.04K | 0.00% | +110+68.8% | Added |
| IFP Advisors, Inc | 0 | $3.04K | 0.00% | 0 | Unchanged |
| Raymond James Financial Inc | 330 | $3.72K | 0.00% | +330 | New |
| Parkside Financial Bank & Trust | 352 | $3.96K | 0.00% | +50+16.6% | Added |
| Optiver Holding B.V. | 428 | $4.82K | 0.00% | −150−26.0% | Reduced |
| The PNC Financial Services Group, Inc. | 464 | $5.22K | 0.00% | +161+53.1% | Added |
| Wolverine Asset Management LLC | 487 | $5.48K | 0.00% | +487 | New |
| Leonteq Securities AG | 489 | $5.51K | 0.00% | +489 | New |
| Farther Finance Advisors, LLC | 505 | $5.69K | 0.00% | +427+547.4% | Added |
| Smartleaf Asset Management LLC | 560 | $6.25K | 0.00% | +134+31.5% | Added |
| Quarry LP | 612 | $6.89K | 0.00% | +354+137.2% | Added |
| Allworth Financial LP | 726 | $8.18K | 0.00% | −477−39.7% | Reduced |
| GAMMA Investing LLC | 728 | $8.20K | 0.00% | −270−27.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 823 | $9.00K | 0.00% | +823 | New |
| EverSource Wealth Advisors, LLC | 1,514 | $17.0K | 0.00% | +313+26.1% | Added |
| Public Employees Retirement System of Ohio | 1,638 | $18.4K | 0.00% | +520+46.5% | Added |
| Harbor Investment Advisory, LLC | 2,058 | $23.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,296 | $26.0K | 0.00% | +42+1.9% | Added |
| Van Eck Associates Corp | 2,415 | $27.0K | 0.00% | +249+11.5% | Added |
| Nisa Investment Advisors, LLC | 2,551 | $28.7K | 0.00% | +1,194+88.0% | Added |
| Banque Cantonale Vaudoise | 2,676 | $30.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,736 | $30.8K | 0.00% | −214−7.3% | Reduced |
| Harbour Investments, Inc. | 2,838 | $32.0K | 0.00% | −1,490−34.4% | Reduced |
| US Bancorp | 2,974 | $33.5K | 0.00% | −2,179−42.3% | Reduced |
| Wolff Wiese Magana LLC | 3,000 | $33.8K | 0.02% | −57−1.9% | Reduced |
| Parallel Advisors, LLC | 3,487 | $39.3K | 0.00% | +1,577+82.6% | Added |
| Federated Hermes, Inc. | 3,554 | $40.0K | 0.00% | −1,011,890−99.7% | Reduced |
| Group One Trading, L.P. | 3,693 | $41.6K | 0.00% | +3,693 | New |
| Amalgamated Bank | 3,960 | $45.0K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 5,120 | $57.7K | 0.01% | +5,120 | New |
| Shell Asset Management Co | 5,288 | $60.0K | 0.00% | −568−9.7% | Reduced |
| Quest Partners LLC | 7,838 | $88.3K | 0.01% | −9,226−54.1% | Reduced |
| Cetera Trust Company, N.A | 9,725 | $109.5K | 0.07% | +3,125+47.3% | Added |
| Unified Investment Management | 10,980 | $123.6K | 0.13% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 11,025 | $124.1K | 0.00% | −236−2.1% | Reduced |
| Advisor Group Holdings, Inc. | 11,119 | $124.7K | 0.00% | +5,537+99.2% | Added |
| Signaturefd, LLC | 11,169 | $125.8K | 0.00% | +4,126+58.6% | Added |
| HSBC Holdings PLC | 11,400 | $127.7K | 0.00% | −99,996−89.8% | Reduced |
| Ameritas Investment Partners, Inc. | 11,404 | $128.4K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 11,446 | $128.9K | 0.00% | −1,790−13.5% | Reduced |
| BNP Paribas Arbitrage, SA | 11,574 | $130.3K | 0.00% | +3,229+38.7% | Added |
| OneAscent Financial Services LLC | 11,560 | $132.0K | 0.01% | +11,560 | New |
| Dynamic Advisor Solutions LLC | 11,856 | $133.5K | 0.00% | −13−0.1% | Reduced |
| Public Employees Retirement Association of Colorado | 12,148 | $137.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 12,442 | $140.1K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 12,769 | $143.8K | 0.00% | −428−3.2% | Reduced |
| Victory Capital Management Inc | 13,652 | $153.7K | 0.00% | −153−1.1% | Reduced |
| Farallon Capital Management, L.L.C. | 14,000 | $157.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 14,202 | $159.9K | 0.00% | +10,770+313.8% | Added |
| CIBC World Markets Corp | 14,461 | $162.8K | 0.00% | −11,155−43.5% | Reduced |
| Vident Advisory, LLC | 14,939 | $168.2K | 0.00% | +14,939 | New |
| Teacher Retirement System of Texas | 15,049 | $169.5K | 0.00% | +566+3.9% | Added |
| Ballentine Partners, LLC | 15,150 | $170.6K | 0.00% | +15,150 | New |
| Campbell & CO Investment Adviser LLC | 15,825 | $178.2K | 0.01% | −20,865−56.9% | Reduced |
| Prudential Financial Inc | 15,853 | $187.7K | 0.00% | +15,853 | New |
| JustInvest LLC | 17,572 | $197.9K | 0.00% | +17,572 | New |
| Two Sigma Advisers, LP | 18,000 | $202.7K | 0.00% | +18,000 | New |
| 49 Wealth Management, LLC | 19,300 | $217.3K | 0.02% | −235−1.2% | Reduced |
| Caption Management, LLC | 20,000 | $225.2K | 0.02% | −17,829−47.1% | Reduced |
| Envestnet Asset Management Inc | 20,139 | $226.8K | 0.00% | −2,392−10.6% | Reduced |
| KLP Kapitalforvaltning AS | 20,700 | $233.1K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 20,708 | $233.2K | 0.00% | +9,411+83.3% | Added |
| Royal Bank of Canada | 20,923 | $235.0K | 0.00% | +4,337+26.1% | Added |
| Citizens Financial Group Inc | 21,333 | $240.2K | 0.00% | −67−0.3% | Reduced |
| ProShare Advisors LLC | 24,066 | $271.0K | 0.00% | −925−3.7% | Reduced |
| Handelsbanken Fonder AB | 25,100 | $283.0K | 0.00% | −1,200−4.6% | Reduced |
| Marshall Wace, LLP | 26,779 | $301.5K | 0.00% | +729+2.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 27,242 | $306.7K | 0.00% | +2,666+10.8% | Added |
| Atria Investments LLC | 28,916 | $325.6K | 0.00% | +28,916 | New |
| Arizona State Retirement System | 28,922 | $325.7K | 0.00% | +501+1.8% | Added |
| ERn Financial, LLC | 29,574 | $333.0K | 0.07% | 00.0% | Unchanged |