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 2026
Institutional positions in Evolent Health, Inc. as of Jun 30, 2026. 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
- 198
- +7 vs. Q1 2026
- Shares held
- 112.3M
- +1.53M (+1.4%) vs. Q1 2026
- Total value
- $608.3M
- +$355.6M (+140.7%) vs. Q1 2026
- New holders
- 37
- 68 more added
- Sold out
- 30
- 64 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Evolent Health, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Elequin Capital LP | 1 | $5 | 0.00% | −13−92.9% | Reduced |
| Huntington National Bank | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $28 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 8 | $44 | 0.00% | +8 | New |
| Global Retirement Partners, LLC | 12 | $65 | 0.00% | +12 | New |
| Concord Wealth Partners | 13 | $70 | 0.00% | +13 | New |
| Wealth Enhancement Trust Services, Inc. | 18 | $98 | 0.00% | +18 | New |
| Transamerica Financial Advisors, Inc. | 21 | $113 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 25 | $136 | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 36 | $195 | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 39 | $211 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 39 | $211 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 112 | $608 | 0.00% | +63+128.6% | Added |
| SBI Securities Co., Ltd. | 135 | $732 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 183 | $992 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 188 | $1.02K | 0.00% | +188 | New |
| SJS Investment Consulting Inc. | 220 | $1.19K | 0.00% | +207+1,592.3% | Added |
| Fortitude Family Office, LLC | 277 | $1.50K | 0.00% | +2+0.7% | Added |
| Bare Financial Services, Inc | 287 | $1.56K | 0.00% | +287 | New |
| Basecamp Wealth Advisors LLC | 294 | $1.59K | 0.00% | +244+488.0% | Added |
| Rockefeller Capital Management L.P. | 303 | $1.64K | 0.00% | −743−71.0% | Reduced |
| US Bancorp | 305 | $1.65K | 0.00% | −148−32.7% | Reduced |
| Avion Wealth | 475 | $2.00K | 0.00% | +475 | New |
| North Star Investment Management Corp. | 380 | $2.06K | 0.00% | +215+130.3% | Added |
| Caitong International Asset Management Co., Ltd | 454 | $2.46K | 0.00% | −51,045−99.1% | Reduced |
| Quarry LP | 482 | $2.61K | 0.00% | +482 | New |
| Optiver Holding B.V. | 484 | $2.62K | 0.00% | +233+92.8% | Added |
| Commonwealth Retirement Investments LLC | 503 | $2.73K | 0.00% | +503 | New |
| EverSource Wealth Advisors, LLC | 562 | $3.05K | 0.00% | +191+51.5% | Added |
| IFP Advisors, Inc | 563 | $3.05K | 0.00% | +563 | New |
| Jones Financial Companies LLLP | 696 | $3.83K | 0.00% | −1,976−74.0% | Reduced |
| Massmutual Trust Co FSB | 898 | $4.87K | 0.00% | +403+81.4% | Added |
| Rothschild Investment LLC | 911 | $4.94K | 0.00% | +241+36.0% | Added |
| Fifth Third Bancorp | 1,129 | $6.12K | 0.00% | −51−4.3% | Reduced |
| Essential Partners LLC | 1,392 | $7.54K | 0.00% | −5,351−79.4% | Reduced |
| HighMark Wealth Management LLC | 1,425 | $7.72K | 0.00% | −2,550−64.2% | Reduced |
| Cetera Trust Company, N.A | 1,500 | $8.13K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,563 | $8.47K | 0.00% | −4,414−73.8% | Reduced |
| Sterling Capital Management LLC | 1,634 | $8.86K | 0.00% | −1,107−40.4% | Reduced |
| Harbor Investment Advisory, LLC | 1,658 | $8.99K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,980 | $10.8K | 0.00% | +968+95.7% | Added |
| Harbour Investments, Inc. | 2,000 | $10.8K | 0.00% | −540−21.3% | Reduced |
| Covestor Ltd | 2,504 | $13.0K | 0.01% | +336+15.5% | Added |
| Nisa Investment Advisors, LLC | 2,468 | $13.4K | 0.00% | +1,330+116.9% | Added |
| Versant Capital Management, Inc | 2,650 | $14.4K | 0.00% | +2,650 | New |
| GAMMA Investing LLC | 2,726 | $14.8K | 0.00% | +11+0.4% | Added |
| Wolff Wiese Magana LLC | 3,000 | $16.3K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,043 | $16.5K | 0.00% | +1,355+80.3% | Added |
| Allied Private Wealth LLC | 3,660 | $20.5K | 0.01% | +3,660 | New |
| FNY Investment Advisers, LLC | 5,000 | $27.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 5,225 | $28.3K | 0.00% | +2,272+76.9% | Added |
| Tower Research Capital LLC (TRC) | 6,269 | $34.0K | 0.00% | −4,380−41.1% | Reduced |
| State of Alaska, Department of Revenue | 6,662 | $36.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7,720 | $41.8K | 0.00% | +7,714+128,566.7% | Added |
| The PNC Financial Services Group, Inc. | 9,387 | $50.9K | 0.00% | +3,346+55.4% | Added |
| Ameritas Investment Partners, Inc. | 9,805 | $53.1K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 10,177 | $55.2K | 0.00% | +10,177 | New |
| Xponance, Inc. | 10,918 | $59.2K | 0.00% | +394+3.7% | Added |
| Legal & General Group Plc | 11,272 | $61.0K | 0.00% | −13,076−53.7% | Reduced |
| Cresset Asset Management, LLC | 11,446 | $62.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 11,752 | $63.7K | 0.00% | +24+0.2% | Added |
| Aquatic Capital Management LLC | 11,793 | $63.9K | 0.00% | +11,793 | New |
| Pinnacle Wealth Planning Services, Inc. | 12,037 | $65.2K | 0.01% | +8,946+289.4% | Added |
| Simplicity Wealth,LLC | 12,047 | $65.3K | 0.00% | +12,047 | New |
| Public Employees Retirement Association of Colorado | 12,148 | $66.0K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 13,382 | $72.5K | 0.00% | +13,382 | New |
| Abel Hall, LLC | 14,150 | $76.7K | 0.01% | +14,150 | New |
| Advisor Group Holdings, Inc. | 14,309 | $77.6K | 0.00% | −11,553−44.7% | Reduced |
| Sequoia Financial Advisors, LLC | 14,313 | $77.6K | 0.00% | +14,313 | New |
| Williams & Novak, LLC | 14,480 | $78.5K | 0.05% | −2,650−15.5% | Reduced |
| TSA Wealth Managment LLC | 14,686 | $79.6K | 0.02% | +14,686 | New |
| ProShare Advisors LLC | 15,001 | $81.3K | 0.00% | −1,173−7.3% | Reduced |
| Lazard Asset Management LLC | 16,123 | $87.4K | 0.00% | −93,500−85.3% | Reduced |
| One68 Global Capital, LLC | 16,514 | $89.5K | 0.19% | −5,000−23.2% | Reduced |
| Vise Technologies, Inc. | 17,119 | $92.8K | 0.00% | +4,720+38.1% | Added |
| Simplex Trading, LLC | 17,722 | $96.1K | 0.00% | +17,722 | New |
| Royal Bank of Canada | 19,024 | $104.0K | 0.00% | −6,137−24.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 20,447 | $110.8K | 0.00% | −42,896−67.7% | Reduced |
| Wealthfront Advisers LLC | 20,536 | $111.3K | 0.00% | −7,547−26.9% | Reduced |
| Boothbay Fund Management, LLC | 21,583 | $117.0K | 0.00% | −25,644−54.3% | Reduced |
| Voya Investment Management LLC | 22,541 | $122.2K | 0.00% | +1,539+7.3% | Added |
| New York State Common Retirement Fund | 22,648 | $122.8K | 0.00% | −12,700−35.9% | Reduced |
| Virtu Financial LLC | 23,194 | $126.0K | 0.00% | +23,194 | New |
| Intech Investment Management LLC | 23,483 | $127.3K | 0.00% | −6,638−22.0% | Reduced |
| Signaturefd, LLC | 24,928 | $135.1K | 0.00% | −1,718−6.4% | Reduced |
| Prudential Financial Inc | 25,275 | $137.0K | 0.00% | +6,430+34.1% | Added |
| Winton Group Ltd | 26,700 | $144.7K | 0.00% | +6,100+29.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 24,833 | $146.0K | 0.00% | +24,833 | New |
| Headlands Technologies LLC | 29,292 | $158.8K | 0.02% | +12,232+71.7% | Added |
| ERn Financial, LLC | 29,574 | $160.3K | 0.03% | 00.0% | Unchanged |
| FMR LLC | 30,449 | $165.0K | 0.00% | +4,578+17.7% | Added |
| Manufacturers Life Insurance Company, The | 30,468 | $165.1K | 0.00% | −199−0.6% | Reduced |
| Balyasny Asset Management LLC | 30,523 | $165.4K | 0.00% | −351,226−92.0% | Reduced |
| State Board of Administration of Florida Retirement System | 31,444 | $170.4K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 32,288 | $175.0K | 0.01% | −10,747−25.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 32,506 | $176.2K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 35,842 | $194.3K | 0.00% | +2,282+6.8% | Added |
| Mercer Global Advisors Inc | 35,848 | $194.3K | 0.00% | +35,848 | New |
| Blair William & Co | 36,249 | $196.5K | 0.00% | +1,210+3.5% | Added |