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 2025
Institutional positions in Evolent Health, Inc. as of Sep 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
- 240
- +21 vs. Q2 2025
- Shares held
- 135.7M
- +5.04M (+3.9%) vs. Q2 2025
- Total value
- $1.15B
- −$322.9M (−22.0%) vs. Q2 2025
- New holders
- 53
- 71 more added
- Sold out
- 32
- 78 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Evolent Health, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 28 | $0 | 0.00% | −72−72.0% | Reduced |
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $43 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 12 | $102 | 0.00% | −94−88.7% | Reduced |
| Concord Wealth Partners | 13 | $110 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 20 | $169 | 0.00% | +20 | New |
| Mark Sheptoff Financial Planning, LLC | 25 | $212 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 32 | $271 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 35 | $296 | 0.00% | −470−93.1% | Reduced |
| Financial Consulate, Inc | 45 | $381 | 0.00% | +45 | New |
| Rise Advisors, LLC | 53 | $448 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 84 | $711 | 0.00% | −24−22.2% | Reduced |
| Private Wealth Management Group, LLC | 86 | $728 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 96 | $812 | 0.00% | −53−35.6% | Reduced |
| Parkside Financial Bank & Trust | 100 | $846 | 0.00% | −252−71.6% | Reduced |
| Danske Bank A/S | 100 | $846 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 100 | $846 | 0.00% | +100 | New |
| GAMMA Investing LLC | 108 | $914 | 0.00% | −620−85.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 117 | $990 | 0.00% | +117 | New |
| Johnson Financial Group, Inc. | 117 | $990 | 0.00% | +117 | New |
| Avion Wealth | 121 | $1.00K | 0.00% | −51−29.7% | Reduced |
| Brown Brothers Harriman & Co | 125 | $1.06K | 0.00% | +125 | New |
| Fortitude Family Office, LLC | 130 | $1.10K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 190 | $1.61K | 0.00% | −80−29.6% | Reduced |
| UMA Financial Services, Inc. | 245 | $2.07K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 329 | $2.78K | 0.00% | −135−29.1% | Reduced |
| Group One Trading, L.P. | 394 | $3.33K | 0.00% | −3,299−89.3% | Reduced |
| SRS Capital Advisors, Inc. | 479 | $4.05K | 0.00% | +479 | New |
| Wolverine Asset Management LLC | 487 | $4.12K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 500 | $4.23K | 0.00% | +500 | New |
| Allworth Financial LP | 507 | $4.29K | 0.00% | −219−30.2% | Reduced |
| Smartleaf Asset Management LLC | 568 | $4.98K | 0.00% | +8+1.4% | Added |
| Leonteq Securities AG | 602 | $5.09K | 0.00% | +113+23.1% | Added |
| Banque Cantonale Vaudoise | 778 | $7.00K | 0.00% | −1,898−70.9% | Reduced |
| Optiver Holding B.V. | 892 | $7.55K | 0.00% | +464+108.4% | Added |
| US Bancorp | 914 | $7.73K | 0.00% | −2,060−69.3% | Reduced |
| Comerica Bank | 966 | $8.17K | 0.00% | +732+312.8% | Added |
| EverSource Wealth Advisors, LLC | 1,407 | $11.9K | 0.00% | −107−7.1% | Reduced |
| Quadrant Capital Group LLC | 1,431 | $12.1K | 0.00% | +1,431 | New |
| Versant Capital Management, Inc | 1,487 | $12.6K | 0.00% | +1,427+2,378.3% | Added |
| Nisa Investment Advisors, LLC | 1,591 | $13.5K | 0.00% | −960−37.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,626 | $13.8K | 0.01% | +1,626 | New |
| CWM, LLC | 1,694 | $14.0K | 0.00% | −602−26.2% | Reduced |
| Harbor Investment Advisory, LLC | 1,658 | $14.0K | 0.00% | −400−19.4% | Reduced |
| Shell Asset Management Co | 2,222 | $19.0K | 0.00% | −3,066−58.0% | Reduced |
| Quarry LP | 2,625 | $22.2K | 0.01% | +2,013+328.9% | Added |
| Harbour Investments, Inc. | 2,663 | $22.5K | 0.00% | −175−6.2% | Reduced |
| Van Eck Associates Corp | 2,703 | $23.0K | 0.00% | +288+11.9% | Added |
| Huntington National Bank | 2,736 | $23.1K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 3,000 | $25.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,395 | $28.7K | 0.00% | −92−2.6% | Reduced |
| Tower Research Capital LLC (TRC) | 3,398 | $28.7K | 0.00% | −10,804−76.1% | Reduced |
| Amalgamated Bank | 3,960 | $34.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,100 | $34.7K | 0.00% | +4,000+4,000.0% | Added |
| Point72 Europe (London) LLP | 4,167 | $35.2K | 0.00% | +4,167 | New |
| Federated Hermes, Inc. | 4,522 | $38.3K | 0.00% | +968+27.2% | Added |
| Simplex Trading, LLC | 5,417 | $45.0K | 0.00% | −30,501−84.9% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 6,000 | $50.8K | 0.02% | +6,000 | New |
| State of Alaska, Department of Revenue | 6,662 | $56.0K | 0.00% | +6,662 | New |
| Signaturefd, LLC | 8,560 | $72.4K | 0.00% | −2,609−23.4% | Reduced |
| Cetera Trust Company, N.A | 9,725 | $82.3K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 9,805 | $83.0K | 0.00% | −1,599−14.0% | Reduced |
| Keybank National Association | 10,031 | $84.9K | 0.00% | +10,031 | New |
| Quantbot Technologies LP | 10,380 | $87.8K | 0.00% | +10,380 | New |
| Guggenheim Capital LLC | 10,849 | $91.8K | 0.00% | −176−1.6% | Reduced |
| Unified Investment Management | 10,980 | $92.9K | 0.09% | 00.0% | Unchanged |
| Caxton Associates LLP | 10,995 | $93.0K | 0.00% | +10,995 | New |
| Cresset Asset Management, LLC | 11,446 | $96.8K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 11,521 | $97.5K | 0.00% | +11,521 | New |
| Fox Run Management, L.L.C. | 11,778 | $99.6K | 0.02% | +11,778 | New |
| Dynamic Advisor Solutions LLC | 11,825 | $100.0K | 0.00% | −31−0.3% | Reduced |
| Public Employees Retirement Association of Colorado | 12,148 | $103.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,855 | $104.3K | 0.00% | −264−2.4% | Reduced |
| Pictet Asset Management Holding SA | 12,442 | $105.3K | 0.00% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 12,511 | $105.8K | 0.00% | +12,511 | New |
| Teacher Retirement System of Texas | 12,985 | $109.9K | 0.00% | −2,064−13.7% | Reduced |
| Victory Capital Management Inc | 13,161 | $111.3K | 0.00% | −491−3.6% | Reduced |
| Farringdon Capital, Ltd. | 13,248 | $112.1K | 0.03% | +13,248 | New |
| Ballentine Partners, LLC | 13,291 | $112.4K | 0.00% | −1,859−12.3% | Reduced |
| 49 Wealth Management, LLC | 13,761 | $116.4K | 0.01% | −5,539−28.7% | Reduced |
| Farallon Capital Management, L.L.C. | 14,000 | $118.4K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 14,182 | $120.0K | 0.00% | −757−5.1% | Reduced |
| JustInvest LLC | 15,283 | $129.3K | 0.00% | −2,289−13.0% | Reduced |
| PharVision Advisers, LLC | 15,637 | $132.3K | 0.07% | +15,637 | New |
| Prudential Financial Inc | 15,893 | $134.5K | 0.00% | +40+0.3% | Added |
| CAPROCK Group, Inc. | 13,945 | $134.6K | 0.00% | +13,945 | New |
| Prelude Capital Management, LLC | 16,420 | $138.9K | 0.01% | +16,420 | New |
| Corton Capital Inc. | 16,432 | $139.0K | 0.34% | +16,432 | New |
| Gsa Capital Partners LLP | 16,976 | $144.0K | 0.01% | +16,976 | New |
| AQR Capital Management LLC | 18,501 | $156.5K | 0.00% | −2,207−10.7% | Reduced |
| Jefferies Financial Group Inc. | 19,820 | $167.7K | 0.00% | −460,060−95.9% | Reduced |
| Caption Management, LLC | 20,000 | $169.2K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 20,068 | $169.8K | 0.00% | −3,998−16.6% | Reduced |
| KLP Kapitalforvaltning AS | 20,700 | $175.1K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 20,978 | $177.5K | 0.00% | +839+4.2% | Added |
| Citizens Financial Group Inc | 21,288 | $180.1K | 0.00% | −45−0.2% | Reduced |
| Voya Investment Management LLC | 21,688 | $183.5K | 0.00% | −10,521−32.7% | Reduced |
| Point72 Hong Kong Ltd | 22,332 | $188.9K | 0.01% | +22,332 | New |
| FNY Investment Advisers, LLC | 22,632 | $191.0K | 0.06% | +22,632 | New |
| Chicago Capital, LLC | 22,593 | $191.1K | 0.00% | −17,646−43.9% | Reduced |