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 2025
Institutional positions in Evolent Health, Inc. as of Dec 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
- 215
- −17 vs. Q3 2025
- Shares held
- 120.5M
- −13.4M (−10.0%) vs. Q3 2025
- Total value
- $482.1M
- −$651.0M (−57.5%) vs. Q3 2025
- New holders
- 37
- 81 more added
- Sold out
- 54
- 65 more reduced
8 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Evolent Health, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 63 | $0 | 0.00% | −58−47.9% | Reduced |
| Hantz Financial Services, Inc. | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $21 | 0.00% | +5 | New |
| Concord Wealth Partners | 13 | $52 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 23 | $92 | 0.00% | +18+360.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 25 | $100 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 35 | $142 | 0.00% | −533−93.8% | Reduced |
| CoreCap Advisors, LLC | 39 | $156 | 0.00% | +39 | New |
| MAI Capital Management | 46 | $184 | 0.00% | +34+283.3% | Added |
| Basecamp Wealth Advisors LLC | 50 | $200 | 0.00% | +50 | New |
| Caitong International Asset Management Co., Ltd | 52 | $208 | 0.00% | −1,574−96.8% | Reduced |
| Global Retirement Partners, LLC | 56 | $224 | 0.00% | +56 | New |
| Elequin Capital LP | 60 | $240 | 0.00% | +60 | New |
| US Bancorp | 85 | $340 | 0.00% | −829−90.7% | Reduced |
| CIBC Private Wealth Group, LLC | 100 | $400 | 0.00% | −4,000−97.6% | Reduced |
| Danske Bank A/S | 100 | $400 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 123 | $492 | 0.00% | −1,468−92.3% | Reduced |
| SBI Securities Co., Ltd. | 135 | $540 | 0.00% | +51+60.7% | Added |
| Parkside Financial Bank & Trust | 145 | $580 | 0.00% | +45+45.0% | Added |
| Comerica Bank | 224 | $894 | 0.00% | −742−76.8% | Reduced |
| Fortitude Family Office, LLC | 275 | $1.10K | 0.00% | +145+111.5% | Added |
| Rothschild Investment LLC | 318 | $1.27K | 0.00% | +128+67.4% | Added |
| EverSource Wealth Advisors, LLC | 418 | $1.67K | 0.00% | −989−70.3% | Reduced |
| Leonteq Securities AG | 462 | $1.85K | 0.00% | −140−23.3% | Reduced |
| Larson Financial Group LLC | 482 | $1.93K | 0.00% | +386+402.1% | Added |
| Wolverine Asset Management LLC | 487 | $1.95K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 503 | $2.01K | 0.00% | +503 | New |
| Pinnacle Wealth Planning Services, Inc. | 608 | $2.43K | 0.00% | +608 | New |
| Farther Finance Advisors, LLC | 618 | $2.47K | 0.00% | +583+1,665.7% | Added |
| Banque Cantonale Vaudoise | 778 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 774 | $3.10K | 0.00% | +688+800.0% | Added |
| Los Angeles Capital Management LLC | 492 | $3.25K | 0.00% | +492 | New |
| Optiver Holding B.V. | 892 | $3.57K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 950 | $3.80K | 0.00% | +450+90.0% | Added |
| Parallel Advisors, LLC | 1,195 | $4.78K | 0.00% | −2,200−64.8% | Reduced |
| GAMMA Investing LLC | 1,315 | $5.26K | 0.00% | +1,207+1,117.6% | Added |
| Cetera Trust Company, N.A | 1,500 | $6.00K | 0.00% | −8,225−84.6% | Reduced |
| Harbor Investment Advisory, LLC | 1,658 | $6.63K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,728 | $6.91K | 0.00% | +241+16.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,768 | $7.00K | 0.00% | +1,768 | New |
| Allworth Financial LP | 2,052 | $8.21K | 0.00% | +1,545+304.7% | Added |
| Essential Partners LLC | 2,057 | $8.23K | 0.00% | +2,025+6,328.1% | Added |
| Harbour Investments, Inc. | 2,225 | $8.90K | 0.00% | −438−16.4% | Reduced |
| The PNC Financial Services Group, Inc. | 2,504 | $10.0K | 0.00% | +2,175+661.1% | Added |
| Huntington National Bank | 2,736 | $10.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,843 | $11.4K | 0.00% | +1,412+98.7% | Added |
| Wolff Wiese Magana LLC | 3,000 | $12.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 3,320 | $13.3K | 0.00% | +695+26.5% | Added |
| CWM, LLC | 3,619 | $14.0K | 0.00% | +1,925+113.6% | Added |
| Group One Trading, L.P. | 3,591 | $14.4K | 0.00% | +3,197+811.4% | Added |
| Tower Research Capital LLC (TRC) | 3,736 | $14.9K | 0.00% | +338+9.9% | Added |
| Amalgamated Bank | 3,687 | $15.0K | 0.00% | −273−6.9% | Reduced |
| FNY Investment Advisers, LLC | 5,000 | $20.0K | 0.01% | −17,632−77.9% | Reduced |
| Sterling Capital Management LLC | 5,045 | $20.2K | 0.00% | −139,363−96.5% | Reduced |
| Rockefeller Capital Management L.P. | 5,303 | $21.2K | 0.00% | +5,283+26,415.0% | Added |
| State of Alaska, Department of Revenue | 6,662 | $26.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 7,989 | $32.0K | 0.00% | −15,100−65.4% | Reduced |
| Ameritas Investment Partners, Inc. | 9,805 | $39.2K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 10,143 | $40.0K | 0.00% | −20,324−66.7% | Reduced |
| Signaturefd, LLC | 10,902 | $43.6K | 0.00% | +2,342+27.4% | Added |
| Envestnet Asset Management Inc | 10,974 | $43.9K | 0.00% | −10,004−47.7% | Reduced |
| Advisor Group Holdings, Inc. | 11,360 | $45.4K | 0.00% | +505+4.7% | Added |
| Cresset Asset Management, LLC | 11,446 | $45.8K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 11,521 | $46.1K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 11,855 | $47.4K | 0.00% | −1,306−9.9% | Reduced |
| Dynamic Advisor Solutions LLC | 12,037 | $48.1K | 0.00% | +212+1.8% | Added |
| Public Employees Retirement Association of Colorado | 12,148 | $49.0K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 12,399 | $49.6K | 0.00% | +12,399 | New |
| Pictet Asset Management Holding SA | 12,442 | $49.8K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 12,875 | $51.5K | 0.02% | −37,400−74.4% | Reduced |
| Ballentine Partners, LLC | 13,169 | $52.7K | 0.00% | −122−0.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 13,322 | $53.3K | 0.00% | +13,322 | New |
| JustInvest LLC | 13,397 | $53.6K | 0.00% | −1,886−12.3% | Reduced |
| Farallon Capital Management, L.L.C. | 14,000 | $56.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 14,070 | $56.3K | 0.00% | −8,735,926−99.8% | Reduced |
| Royal Bank of Canada | 16,598 | $65.0K | 0.00% | −137,368−89.2% | Reduced |
| ExodusPoint Capital Management, LP | 16,569 | $66.3K | 0.00% | −83,662−83.5% | Reduced |
| Evergreen Capital Management LLC | 17,409 | $69.6K | 0.00% | +17,409 | New |
| Rpo LLC | 17,673 | $70.7K | 0.08% | +17,673 | New |
| Stifel Financial Corp | 19,497 | $78.0K | 0.00% | +19,497 | New |
| Wealthfront Advisers LLC | 19,947 | $79.8K | 0.00% | +19,947 | New |
| KLP Kapitalforvaltning AS | 20,700 | $82.8K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 21,136 | $84.5K | 0.01% | +21,136 | New |
| ProShare Advisors LLC | 21,449 | $85.8K | 0.00% | +1,381+6.9% | Added |
| Voya Investment Management LLC | 21,688 | $86.8K | 0.00% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 21,696 | $86.8K | 0.22% | +21,696 | New |
| Winton Group Ltd | 21,972 | $87.9K | 0.00% | +21,972 | New |
| Virtu Financial LLC | 26,559 | $106.0K | 0.00% | +26,559 | New |
| nVerses Capital, LLC | 27,176 | $108.7K | 0.24% | +27,176 | New |
| Arizona State Retirement System | 27,789 | $111.2K | 0.00% | −1,740−5.9% | Reduced |
| Acropolis Investment Management, LLC | 28,000 | $112.0K | 0.01% | +28,000 | New |
| ERn Financial, LLC | 29,574 | $118.3K | 0.02% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 31,444 | $125.8K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 32,506 | $130.0K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 32,544 | $130.2K | 0.00% | −4,788−12.8% | Reduced |
| New York State Common Retirement Fund | 35,348 | $141.4K | 0.00% | −7,052−16.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 36,498 | $146.0K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 37,177 | $150.6K | 0.00% | −4,845−11.5% | Reduced |
| Quantinno Capital Management LP | 40,352 | $161.4K | 0.00% | +15,746+64.0% | Added |