AGILON HEALTH INC (AGL)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
177
Reporting holders
$1.9B
Reported value
97.8%
Of shares outstanding
7.9%
Held as options
+85
Holder change
Institutions report 16,429,246 shares against 16,791,210 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Clayton, Dubilier & Rice, LLC | $428.7M | 4,000,000 | 47.90% | 2q | HELD |
| MORGAN STANLEY | $215.6M | 2,011,196 | 0.01% | 2q | -4.2%-$9.5M |
| North Peak Capital Management, LLC | $159.2M | 1,485,066 | 17.69% | 2q | -3.9%-$6.5M |
| BlackRock, Inc. | $122.9M | 1,146,520 | 0.00% | 2q | +31.3%+$29.3M |
| AQR CAPITAL MANAGEMENT LLC | $74.2M | 692,541 | 0.03% | 2q | -29.0%-$30.3M |
| GOLDMAN SACHS GROUP INC | $73.6M | 686,792 | 0.01% | 2q | -35.3%-$40.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $56.3M | 525,328 | 0.00% | 2q | -2.5%-$1.4M |
| MARSHALL WACE, LLP | $50.2M | 468,293 | 0.04% | new | NEW |
| Durable Capital Partners LP | $47.2M | 440,642 | 0.46% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $45.6M | 4,600 | 0.00% | 2q | -60.2%-$69.1M |
| D. E. Shaw & Co., Inc. | $41.8M | 390,149 | 0.02% | 2q | -47.4%-$37.7M |
| GROUP ONE TRADING LLC | $40.7M | 1,319 | 0.06% | 2q | +0.8%+$308.3K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $37.4M | 348,960 | 0.00% | 2q | -4.3%-$1.7M |
| Sixth Street Partners Management Company, L.P. | $37.4M | 348,960 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $35.5M | 273,393 | 0.00% | 2q | +1709.0%+$33.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $33.7M | 314,165 | 0.00% | 2q | +18.1%+$5.2M |
| STATE STREET CORP | $30.0M | 280,126 | 0.00% | 2q | +10.4%+$2.8M |
| Rock Springs Capital Management LP | $28.1M | 262,600 | 1.37% | 2q | +1.0%+$278.7K |
| Nuveen, LLC | $24.6M | 229,071 | 0.01% | 2q | +615.9%+$21.1M |
| CITADEL ADVISORS LLC | $19.8M | 56,045 | 0.00% | 2q | HELD |
| IMC-Chicago, LLC | $19.5M | 9,379 | 0.00% | 2q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $16.3M | 152,214 | 0.02% | 2q | +2.1%+$339.9K |
| Invesco Ltd. | $14.3M | 133,144 | 0.00% | 2q | +228.5%+$9.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $13.8M | 128,328 | 0.00% | 2q | +15.8%+$1.9M |
| TWO SIGMA INVESTMENTS, LP | $13.5M | 125,713 | 0.01% | 2q | +26.5%+$2.8M |
| LPL Financial LLC | $12.7M | 8,808 | 0.00% | 2q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.4M | 108,160 | 0.02% | new | NEW |
| Rubicon Founders LLC | $11.3M | 105,341 | 5.75% | 6q | -58.1%-$15.7M |
| NORTHERN TRUST CORP | $11.1M | 103,432 | 0.00% | 2q | +7.6%+$785.8K |
| VANGUARD FIDUCIARY TRUST CO | $9.5M | 88,305 | 0.00% | 2q | +3.2%+$289.6K |
| BANK OF AMERICA CORP /DE/ | $8.7M | 81,626 | 0.00% | new | NEW |
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC | $7.8M | 73,000 | 4.92% | new | NEW |
| Amundi | $7.6M | 70,954 | 0.00% | new | NEW |
| Trexquant Investment LP | $7.4M | 69,255 | 0.04% | new | NEW |
| SIMPLEX TRADING, LLC | $6.8M | 5,593 | 0.00% | 2q | +31.8%+$1.6M |
| IEQ CAPITAL, LLC | $6.5M | 60,530 | 0.03% | 2q | -11.0%-$801.8K |
| Walleye Trading LLC | $6.0M | options only | 0.01% | new | OPTIONS |
| UBS Group AG | $5.5M | 51,084 | 0.00% | 2q | -12.1%-$754.1K |
| Longaeva Partners L.P. | $5.3M | 49,741 | 0.12% | new | NEW |
| Connor, Clark & Lunn Investment Management Ltd. | $4.6M | 42,875 | 0.01% | 2q | +111.4%+$2.4M |
| FRANKLIN RESOURCES INC | $4.5M | 42,100 | 0.00% | new | NEW |
| Point72 Asset Management, L.P. | $4.3M | 32,669 | 0.00% | new | NEW |
| Eversept Partners, LP | $4.1M | 37,792 | 0.21% | 2q | -78.6%-$14.9M |
| TUDOR INVESTMENT CORP ET AL | $3.8M | 35,336 | 0.01% | 2q | +9.6%+$332.9K |
| Bank of New York Mellon Corp | $3.8M | 35,336 | 0.00% | 2q | +9.5%+$329.5K |
| MILLENNIUM MANAGEMENT LLC | $3.6M | 33,817 | 0.00% | new | NEW |
| Belvedere Trading LLC | $3.5M | 15,023 | 0.00% | new | NEW |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $3.4M | 31,643 | 0.01% | 2q | -89.3%-$28.4M |
| SIERRA SUMMIT ADVISORS LLC | $3.3M | 31,143 | 0.37% | new | NEW |
| Balyasny Asset Management L.P. | $2.8M | 26,022 | 0.00% | new | NEW |
| Cerity Partners LLC | $2.7M | 24,972 | 0.00% | 2q | -4.4%-$123.0K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $2.6M | 24,243 | 0.01% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $2.5M | 23,102 | 0.00% | 2q | +102.3%+$1.3M |
| Mariner, LLC | $2.3M | 21,503 | 0.00% | 2q | -9.3%-$237.3K |
| Jump Financial, LLC | $2.1M | 19,176 | 0.02% | new | NEW |
| Harvest Investment Services, LLC | $2.0M | 18,585 | 0.31% | new | NEW |
| Susquehanna Portfolio Strategies, LLC | $1.9M | 17,406 | 0.03% | new | NEW |
| JPMORGAN CHASE & CO | $1.7M | 14,860 | 0.00% | 2q | -48.2%-$1.6M |
| RHUMBLINE ADVISERS | $1.7M | 15,812 | 0.00% | 2q | +16.6%+$240.7K |
| Walleye Capital LLC | $1.7M | 15,440 | 0.01% | new | NEW |
| PRUDENTIAL FINANCIAL INC | $1.6M | 15,003 | 0.00% | new | NEW |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1.6M | 14,914 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $1.6M | 14,872 | 0.00% | 2q | +64.2%+$623.4K |
| Campbell & CO Investment Adviser LLC | $1.6M | 14,754 | 0.08% | new | NEW |
| DEUTSCHE BANK AG\ | $1.4M | 13,181 | 0.00% | 2q | +31.7%+$340.0K |
| Tidal Investments LLC | $1.4M | 13,113 | 0.00% | new | NEW |
| AMERICAN CENTURY COMPANIES INC | $1.3M | 12,203 | 0.00% | new | NEW |
| Creative Planning | $1.3M | 11,884 | 0.00% | 2q | +17.0%+$185.2K |
| Y-Intercept (Hong Kong) Ltd | $1.3M | 11,849 | 0.03% | new | NEW |
| Arax Advisory Partners | $1.3M | 11,805 | 0.01% | 2q | +4208.4%+$1.2M |
| BNP PARIBAS FINANCIAL MARKETS | $1.2M | 11,055 | 0.00% | 2q | -57.1%-$1.6M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $1.1M | 10,073 | 0.00% | new | NEW |
| CANADA PENSION PLAN INVESTMENT BOARD | $1.0M | 9,504 | 0.00% | 2q | -68.9%-$2.3M |
| Brevan Howard Capital Management LP | $906.3K | 8,456 | 0.01% | new | NEW |
| Simplify Asset Management Inc. | $903.4K | 8,429 | 0.01% | new | NEW |
| Cambria Investment Management, L.P. | $898.1K | 8,379 | 0.04% | new | NEW |
| FULLER & THALER ASSET MANAGEMENT, INC. | $884.7K | 8,254 | 0.00% | new | NEW |
| Quadrature Capital Ltd | $872.3K | 8,139 | 0.01% | new | NEW |
| Merit Financial Group, LLC | $864.1K | 8,062 | 0.00% | new | NEW |
| STRS OHIO | $857.4K | 8,000 | 0.00% | 2q | -35.7%-$475.9K |
| Atwater Malick LLC | $847.0K | 7,903 | 0.18% | new | NEW |
| Corient Private Wealth LP | $812.9K | 7,584 | 0.00% | new | NEW |
| BARCLAYS PLC | $810.7K | 7,564 | 0.00% | 2q | +38.5%+$225.2K |
| MetLife Investment Management, LLC | $785.3K | 7,327 | 0.00% | new | NEW |
| Caption Management, LLC | $784.2K | 2,317 | 0.00% | new | NEW |
| SEI INVESTMENTS CO | $755.1K | 7,045 | 0.00% | new | NEW |
| CAPTRUST FINANCIAL ADVISORS | $736.8K | 6,874 | 0.00% | new | NEW |
| FMR LLC | $730.6K | 6,817 | 0.00% | 2q | +68.9%+$297.9K |
| Russell Investments Group, Ltd. | $706.2K | 6,589 | 0.00% | 2q | -68.9%-$1.6M |
| GREAT LAKES ADVISORS, LLC | $701.9K | 6,549 | 0.01% | new | NEW |
| ALGERT GLOBAL LLC | $669.9K | 6,250 | 0.01% | new | NEW |
| Inspire Investing, LLC | $657.7K | 6,136 | 0.03% | 2q | -90.4%-$6.2M |
| Vanguard Global Advisers, LLC | $651.7K | 6,080 | 0.00% | 2q | +27.1%+$138.8K |
| CITIGROUP INC | $636.1K | 5,935 | 0.00% | 2q | +943.1%+$575.1K |
| Quinn Opportunity Partners LLC | $623.8K | 5,820 | 0.03% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $618.1K | 5,710 | 0.00% | 2q | -97.4%-$23.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $615.2K | 5,740 | 0.00% | 2q | -22.1%-$174.8K |
| Gotham Asset Management, LLC | $607.4K | 5,667 | 0.00% | new | NEW |
| PRELUDE CAPITAL MANAGEMENT, LLC | $596.4K | 5,564 | 0.04% | new | NEW |
| Olympiad Research LP | $588.3K | 5,489 | 1.22% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-12 | 13G/A | AQR Capital Management, LLCwith 1 co-filers | 4.2% |
| 2026-08-11 | 13G/A | THE GOLDMAN SACHS GROUP, INC.with 1 co-filers | 3.9% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 177 | $1.9B | 16,429,246 | 96 | 35 | 34 | 7.9% |
| Q1 2026 | 92 | $127.2M | 15,328,913 | 88 | 0 | 3 | 4.6% |
| Q4 2025 | 189 | $258.3M | 373,791,621 | 46 | 46 | 56 | 0.3% |
| Q3 2025 | 180 | $402.8M | 389,299,760 | 27 | 48 | 52 | 0.4% |
| Q2 2025 | 195 | $936.6M | 406,340,960 | 29 | 71 | 44 | 0.7% |
| Q1 2025 | 194 | $1.8B | 407,887,102 | 33 | 69 | 47 | 0.8% |
| Q4 2024 | 185 | $798.6M | 417,835,051 | 27 | 54 | 52 | 1.0% |
| Q3 2024 | 200 | $1.7B | 431,400,657 | 38 | 62 | 59 | 1.3% |
| Q2 2024 | 195 | $3.0B | 454,279,660 | 39 | 68 | 50 | 1.2% |
| Q1 2024 | 188 | $3.4B | 550,279,071 | 44 | 61 | 47 | 0.9% |
| Q4 2023 | 178 | $6.0B | 473,760,850 | 35 | 52 | 48 | 0.7% |
| Q3 2023 | 168 | $7.7B | 429,251,528 | 23 | 69 | 35 | 0.8% |
| Q2 2023 | 171 | $7.3B | 420,089,137 | 27 | 83 | 38 | 0.7% |
| Q1 2023 | 176 | $11.8B | 493,004,408 | 51 | 55 | 46 | 0.7% |
| Q4 2022 | 147 | $6.8B | 421,841,818 | 29 | 41 | 48 | 0.4% |
| Q3 2022 | 181 | $10.0B | 423,420,128 | 44 | 72 | 37 | 0.7% |
| Q2 2022 | 152 | $9.1B | 413,151,093 | 47 | 67 | 25 | 0.5% |
| Q1 2022 | 122 | $10.2B | 399,690,539 | 25 | 41 | 31 | 0.3% |
| Q4 2021 | 135 | $10.6B | 391,290,923 | 54 | 52 | 18 | 0.3% |
| Q3 2021 | 105 | $8.7B | 332,203,838 | 36 | 51 | 11 | 0.2% |
| Q2 2021 | 94 | $13.3B | 330,692,941 | 94 | 0 | 0 | 0.1% |