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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 35,842 | $194.3K | 0.00% | +2,282+6.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 32,506 | $176.2K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 32,288 | $175.0K | 0.01% | −10,747−25.0% | Reduced |
| State Board of Administration of Florida Retirement System | 31,444 | $170.4K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 30,523 | $165.4K | 0.00% | −351,226−92.0% | Reduced |
| Manufacturers Life Insurance Company, The | 30,468 | $165.1K | 0.00% | −199−0.6% | Reduced |
| FMR LLC | 30,449 | $165.0K | 0.00% | +4,578+17.7% | Added |
| ERn Financial, LLC | 29,574 | $160.3K | 0.03% | 00.0% | Unchanged |
| Headlands Technologies LLC | 29,292 | $158.8K | 0.02% | +12,232+71.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 24,833 | $146.0K | 0.00% | +24,833 | New |
| Winton Group Ltd | 26,700 | $144.7K | 0.00% | +6,100+29.6% | Added |
| Prudential Financial Inc | 25,275 | $137.0K | 0.00% | +6,430+34.1% | Added |
| Signaturefd, LLC | 24,928 | $135.1K | 0.00% | −1,718−6.4% | Reduced |
| Intech Investment Management LLC | 23,483 | $127.3K | 0.00% | −6,638−22.0% | Reduced |
| Virtu Financial LLC | 23,194 | $126.0K | 0.00% | +23,194 | New |
| New York State Common Retirement Fund | 22,648 | $122.8K | 0.00% | −12,700−35.9% | Reduced |
| Voya Investment Management LLC | 22,541 | $122.2K | 0.00% | +1,539+7.3% | Added |
| Boothbay Fund Management, LLC | 21,583 | $117.0K | 0.00% | −25,644−54.3% | Reduced |
| Wealthfront Advisers LLC | 20,536 | $111.3K | 0.00% | −7,547−26.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 20,447 | $110.8K | 0.00% | −42,896−67.7% | Reduced |
| Royal Bank of Canada | 19,024 | $104.0K | 0.00% | −6,137−24.4% | Reduced |
| Simplex Trading, LLC | 17,722 | $96.1K | 0.00% | +17,722 | New |
| Vise Technologies, Inc. | 17,119 | $92.8K | 0.00% | +4,720+38.1% | Added |
| One68 Global Capital, LLC | 16,514 | $89.5K | 0.19% | −5,000−23.2% | Reduced |
| Lazard Asset Management LLC | 16,123 | $87.4K | 0.00% | −93,500−85.3% | Reduced |
| ProShare Advisors LLC | 15,001 | $81.3K | 0.00% | −1,173−7.3% | Reduced |
| TSA Wealth Managment LLC | 14,686 | $79.6K | 0.02% | +14,686 | New |
| Williams & Novak, LLC | 14,480 | $78.5K | 0.05% | −2,650−15.5% | Reduced |
| Sequoia Financial Advisors, LLC | 14,313 | $77.6K | 0.00% | +14,313 | New |
| Advisor Group Holdings, Inc. | 14,309 | $77.6K | 0.00% | −11,553−44.7% | Reduced |
| Abel Hall, LLC | 14,150 | $76.7K | 0.01% | +14,150 | New |
| Merit Financial Group, LLC | 13,382 | $72.5K | 0.00% | +13,382 | New |
| Public Employees Retirement Association of Colorado | 12,148 | $66.0K | 0.00% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 12,047 | $65.3K | 0.00% | +12,047 | New |
| Pinnacle Wealth Planning Services, Inc. | 12,037 | $65.2K | 0.01% | +8,946+289.4% | Added |
| Aquatic Capital Management LLC | 11,793 | $63.9K | 0.00% | +11,793 | New |
| Victory Capital Management Inc | 11,752 | $63.7K | 0.00% | +24+0.2% | Added |
| Cresset Asset Management, LLC | 11,446 | $62.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 11,272 | $61.0K | 0.00% | −13,076−53.7% | Reduced |
| Xponance, Inc. | 10,918 | $59.2K | 0.00% | +394+3.7% | Added |
| Neuberger Berman Group LLC | 10,177 | $55.2K | 0.00% | +10,177 | New |
| Ameritas Investment Partners, Inc. | 9,805 | $53.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,387 | $50.9K | 0.00% | +3,346+55.4% | Added |
| SRS Capital Advisors, Inc. | 7,720 | $41.8K | 0.00% | +7,714+128,566.7% | Added |
| State of Alaska, Department of Revenue | 6,662 | $36.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,269 | $34.0K | 0.00% | −4,380−41.1% | Reduced |
| Allworth Financial LP | 5,225 | $28.3K | 0.00% | +2,272+76.9% | Added |
| FNY Investment Advisers, LLC | 5,000 | $27.0K | 0.01% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 3,660 | $20.5K | 0.01% | +3,660 | New |
| Parallel Advisors, LLC | 3,043 | $16.5K | 0.00% | +1,355+80.3% | Added |
| Wolff Wiese Magana LLC | 3,000 | $16.3K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,726 | $14.8K | 0.00% | +11+0.4% | Added |
| Versant Capital Management, Inc | 2,650 | $14.4K | 0.00% | +2,650 | New |
| Nisa Investment Advisors, LLC | 2,468 | $13.4K | 0.00% | +1,330+116.9% | Added |
| Covestor Ltd | 2,504 | $13.0K | 0.01% | +336+15.5% | Added |
| Harbour Investments, Inc. | 2,000 | $10.8K | 0.00% | −540−21.3% | Reduced |
| Farther Finance Advisors, LLC | 1,980 | $10.8K | 0.00% | +968+95.7% | Added |
| Harbor Investment Advisory, LLC | 1,658 | $8.99K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,634 | $8.86K | 0.00% | −1,107−40.4% | Reduced |
| California State Teachers Retirement System | 1,563 | $8.47K | 0.00% | −4,414−73.8% | Reduced |
| Cetera Trust Company, N.A | 1,500 | $8.13K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,425 | $7.72K | 0.00% | −2,550−64.2% | Reduced |
| Essential Partners LLC | 1,392 | $7.54K | 0.00% | −5,351−79.4% | Reduced |
| Fifth Third Bancorp | 1,129 | $6.12K | 0.00% | −51−4.3% | Reduced |
| Rothschild Investment LLC | 911 | $4.94K | 0.00% | +241+36.0% | Added |
| Massmutual Trust Co FSB | 898 | $4.87K | 0.00% | +403+81.4% | Added |
| Jones Financial Companies LLLP | 696 | $3.83K | 0.00% | −1,976−74.0% | Reduced |
| IFP Advisors, Inc | 563 | $3.05K | 0.00% | +563 | New |
| EverSource Wealth Advisors, LLC | 562 | $3.05K | 0.00% | +191+51.5% | Added |
| Commonwealth Retirement Investments LLC | 503 | $2.73K | 0.00% | +503 | New |
| Optiver Holding B.V. | 484 | $2.62K | 0.00% | +233+92.8% | Added |
| Quarry LP | 482 | $2.61K | 0.00% | +482 | New |
| Caitong International Asset Management Co., Ltd | 454 | $2.46K | 0.00% | −51,045−99.1% | Reduced |
| North Star Investment Management Corp. | 380 | $2.06K | 0.00% | +215+130.3% | Added |
| Avion Wealth | 475 | $2.00K | 0.00% | +475 | New |
| US Bancorp | 305 | $1.65K | 0.00% | −148−32.7% | Reduced |
| Rockefeller Capital Management L.P. | 303 | $1.64K | 0.00% | −743−71.0% | Reduced |
| Basecamp Wealth Advisors LLC | 294 | $1.59K | 0.00% | +244+488.0% | Added |
| Bare Financial Services, Inc | 287 | $1.56K | 0.00% | +287 | New |
| Fortitude Family Office, LLC | 277 | $1.50K | 0.00% | +2+0.7% | Added |
| SJS Investment Consulting Inc. | 220 | $1.19K | 0.00% | +207+1,592.3% | Added |
| Bogart Wealth, LLC | 188 | $1.02K | 0.00% | +188 | New |
| Cornerstone Financial Management LLC | 183 | $992 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 135 | $732 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 112 | $608 | 0.00% | +63+128.6% | Added |
| Gill Capital Partners, LLC | 39 | $211 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 39 | $211 | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 36 | $195 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 25 | $136 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 21 | $113 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 18 | $98 | 0.00% | +18 | New |
| Concord Wealth Partners | 13 | $70 | 0.00% | +13 | New |
| Global Retirement Partners, LLC | 12 | $65 | 0.00% | +12 | New |
| Clearstead Advisors, LLC | 8 | $44 | 0.00% | +8 | New |
| Dunhill Financial, LLC | 5 | $28 | 0.00% | 00.0% | Unchanged |
| 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 |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −2,572,763−100.0% | Sold out |
| Eventide Asset Management, LLC | 0 | $0 | 0.00% | −2,547,558−100.0% | Sold out |