EVOLENT HEALTH INC (EVH)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
191
Reporting holders
$619.4M
Reported value
100.6%
Of shares outstanding
0.5%
Held as options
+9
Holder change
Institutions report 113,697,595 shares against 113,059,335 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. Over 100% because an adviser and a sub-adviser can both report the same shares, and 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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | $80.3M | 14,814,851 | 0.00% | 8q | +36.1%+$21.3M |
| CADIAN CAPITAL MANAGEMENT, LP | $58.6M | 10,814,473 | 4.44% | 7q | HELD |
| MORGAN STANLEY | $48.6M | 8,969,012 | 0.00% | 35q | -1.2%-$607.4K |
| UBS Group AG | $33.8M | 6,245,283 | 0.00% | 31q | -23.4%-$10.3M |
| Rubicon Founders LLC | $31.5M | 5,816,123 | 16.05% | 6q | HELD |
| Engaged Capital LLC | $30.2M | 5,563,912 | 9.22% | 24q | HELD |
| D. E. Shaw & Co., Inc. | $27.7M | 5,107,561 | 0.01% | 8q | -6.0%-$1.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $26.0M | 4,787,994 | 0.00% | 2q | -1.6%-$430.4K |
| MARSHALL WACE, LLP | $18.5M | 3,413,245 | 0.01% | 9q | +334.8%+$14.2M |
| Nuveen, LLC | $17.0M | 3,132,085 | 0.00% | 6q | +1081.3%+$15.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $15.7M | 2,904,912 | 0.00% | 31q | +10.9%+$1.6M |
| Rock Springs Capital Management LP | $13.6M | 2,500,000 | 0.66% | 22q | -6.5%-$948.5K |
| STATE STREET CORP | $13.3M | 2,460,431 | 0.00% | 31q | -7.0%-$1.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $11.6M | 2,131,573 | 0.00% | 31q | +9.3%+$987.1K |
| Sixth Street Partners Management Company, L.P. | $11.6M | 2,131,573 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $9.5M | 1,745,852 | 0.00% | 31q | -21.9%-$2.7M |
| Rock Point Advisors, LLC | $9.3M | 1,719,886 | 2.28% | 30q | -3.7%-$362.0K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $8.7M | 1,601,638 | 0.03% | 5q | +162.5%+$5.4M |
| KENNEDY CAPITAL MANAGEMENT LLC | $8.5M | 1,567,816 | 0.15% | 23q | -1.9%-$161.5K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $7.3M | 1,347,822 | 0.00% | 2q | +44.8%+$2.3M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $6.9M | 1,276,800 | 0.01% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $6.8M | 1,263,653 | 0.00% | 6q | +45.0%+$2.1M |
| NORTHERN TRUST CORP | $5.4M | 1,003,245 | 0.00% | 31q | +9.4%+$466.7K |
| Hudson Bay Capital Management LP | $4.9M | 913,109 | 0.01% | 8q | -30.6%-$2.2M |
| BANK OF AMERICA CORP /DE/ | $4.7M | 875,398 | 0.00% | 31q | +211.7%+$3.2M |
| Walleye Capital LLC | $4.7M | 845,787 | 0.02% | 9q | +522.1%+$3.9M |
| BNP PARIBAS FINANCIAL MARKETS | $4.7M | 860,358 | 0.00% | 31q | -3.5%-$168.3K |
| AQR CAPITAL MANAGEMENT LLC | $4.3M | 792,768 | 0.00% | 8q | +355.6%+$3.4M |
| DIMENSIONAL FUND ADVISORS LP | $4.1M | 765,020 | 0.00% | 31q | -57.3%-$5.6M |
| VANGUARD FIDUCIARY TRUST CO | $4.1M | 762,362 | 0.00% | 2q | +4.7%+$186.8K |
| TUDOR INVESTMENT CORP ET AL | $3.8M | 699,267 | 0.01% | 11q | +579.8%+$3.2M |
| Voleon Capital Management LP | $3.6M | 666,502 | 0.07% | 3q | -21.5%-$990.7K |
| ALGERT GLOBAL LLC | $3.6M | 656,463 | 0.04% | new | NEW |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $3.4M | 630,000 | 0.01% | 2q | HELD |
| CITADEL ADVISORS LLC | $3.3M | 488,814 | 0.00% | 31q | -30.7%-$1.4M |
| Man Group plc | $2.7M | 498,272 | 0.00% | 2q | +414.3%+$2.2M |
| FORMULA GROWTH LTD | $2.6M | 485,000 | 0.92% | 2q | +125.6%+$1.5M |
| CITIGROUP INC | $2.5M | 465,146 | 0.00% | 31q | -42.7%-$1.9M |
| Tejara Capital Ltd | $2.4M | 441,456 | 0.98% | 3q | -77.3%-$8.2M |
| Invesco Ltd. | $2.2M | 414,582 | 0.00% | 31q | -6.6%-$159.0K |
| Jump Financial, LLC | $2.1M | 388,090 | 0.02% | 4q | +10.8%+$205.7K |
| Mariner, LLC | $2.0M | 371,753 | 0.00% | 6q | +60.5%+$759.7K |
| Jupiter Topco LLC | $2.0M | 364,129 | 0.00% | new | FIRST |
| Benefit Street Partners LLC | $2.0M | 363,165 | 2.83% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 196,930 | 0.00% | 31q | +115.1%+$1.0M |
| Bank of New York Mellon Corp | $1.9M | 344,628 | 0.00% | 31q | +4.9%+$87.2K |
| Creative Planning | $1.8M | 330,017 | 0.00% | 11q | -5.0%-$94.1K |
| MILLENNIUM MANAGEMENT LLC | $1.6M | 303,343 | 0.00% | 31q | -19.3%-$392.7K |
| BRIGHTON JONES LLC | $1.6M | 294,096 | 0.03% | 2q | +0.9%+$14.3K |
| Jefferies Financial Group Inc. | $1.6M | 291,600 | 0.01% | 15q | HELD |
| Vanguard Global Advisers, LLC | $1.4M | 264,477 | 0.00% | 2q | +163.0%+$888.5K |
| FRANKLIN RESOURCES INC | $1.4M | 264,453 | 0.00% | new | NEW |
| Squarepoint Ops LLC | $1.4M | 250,842 | 0.00% | 4q | -35.7%-$755.8K |
| SEI INVESTMENTS CO | $1.4M | 249,803 | 0.00% | 31q | -17.4%-$284.4K |
| GAMCO INVESTORS, INC. ET AL | $1.3M | 247,500 | 0.01% | 31q | -14.5%-$227.6K |
| HSBC HOLDINGS PLC | $1.3M | 237,199 | 0.00% | 7q | +47.2%+$410.8K |
| CONGRESS ASSET MANAGEMENT CO | $1.2M | 228,692 | 0.01% | 9q | +1.1%+$13.1K |
| Connor, Clark & Lunn Investment Management Ltd. | $1.2M | 227,708 | 0.00% | 3q | +238.3%+$869.4K |
| Qube Research & Technologies Ltd | $1.2M | 216,175 | 0.00% | 3q | -61.2%-$1.9M |
| STATE OF WISCONSIN INVESTMENT BOARD | $1.1M | 204,990 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $1.1M | 203,369 | 0.00% | 22q | +48.5%+$360.0K |
| GABELLI FUNDS LLC | $1.1M | 198,300 | 0.01% | 31q | -30.2%-$466.1K |
| Engineers Gate Manager LP | $1.0M | 190,754 | 0.01% | 2q | -22.5%-$300.2K |
| AMERIPRISE FINANCIAL INC | $930.9K | 171,751 | 0.00% | new | NEW |
| Corient Private Wealth LP | $884.5K | 163,188 | 0.00% | 2q | +994.7%+$803.7K |
| ExodusPoint Capital Management, LP | $867.1K | 159,986 | 0.01% | 4q | +967.8%+$785.9K |
| RHUMBLINE ADVISERS | $855.4K | 157,823 | 0.00% | 31q | +3.4%+$28.5K |
| GROUP ONE TRADING LLC | $839.8K | 60,041 | 0.00% | 23q | HELD |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $813.0K | 150,000 | 0.01% | new | NEW |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $760.2K | 140,267 | 0.00% | 10q | +2804.1%+$734.1K |
| JANE STREET GROUP, LLC | $723.0K | options only | 0.00% | 25q | OPTIONS |
| One68 Global Capital, LLC | $611.1K | 26,514 | 0.65% | 3q | +23.2%+$115.2K |
| XTX Topco Ltd | $609.3K | 112,419 | 0.01% | 10q | -60.3%-$927.4K |
| WELLS FARGO & COMPANY/MN | $590.6K | 108,973 | 0.00% | 31q | +7.5%+$41.0K |
| DEUTSCHE BANK AG\ | $582.3K | 107,436 | 0.00% | 34q | -28.5%-$232.0K |
| Quantinno Capital Management LP | $546.9K | 100,896 | 0.00% | new | NEW |
| Quinn Opportunity Partners LLC | $540.3K | 99,687 | 0.03% | 7q | HELD |
| Atom Investors LP | $488.5K | 90,138 | 0.04% | 3q | -70.2%-$1.2M |
| Tempus Wealth Planning, LLC | $454.2K | 83,805 | 0.09% | 4q | -47.4%-$410.1K |
| State of Wyoming | $446.4K | 82,354 | 0.05% | 7q | -32.4%-$213.5K |
| Graham Capital Management, L.P. | $416.9K | 76,924 | 0.01% | 4q | -58.1%-$577.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $388.6K | 71,696 | 0.00% | new | NEW |
| BARCLAYS PLC | $387.5K | 71,488 | 0.00% | 31q | -3.6%-$14.6K |
| NATIXIS | $384.8K | 71,000 | 0.00% | 6q | -2.9%-$11.4K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $375.3K | 69,251 | 0.00% | new | NEW |
| MetLife Investment Management, LLC | $365.2K | 67,378 | 0.00% | 32q | +83.2%+$165.8K |
| JPMORGAN CHASE & CO | $352.3K | 61,050 | 0.00% | 31q | -84.4%-$1.9M |
| NORGES BANK | $343.9K | 63,454 | 0.00% | 32q | HELD |
| BROWN ADVISORY INC | $329.4K | 60,777 | 0.00% | 19q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $329.0K | 60,702 | 0.00% | 9q | -43.3%-$251.3K |
| Quantbot Technologies LP | $326.4K | 60,221 | 0.01% | 2q | -77.7%-$1.1M |
| Jain Global LLC | $300.6K | 55,465 | 0.00% | 3q | +34.5%+$77.2K |
| Vanguard Personalized Indexing Management, LLC | $300.0K | 55,359 | 0.00% | 5q | +32.4%+$73.5K |
| ALLIANCEBERNSTEIN L.P. | $282.2K | 123,790 | 0.00% | 31q | HELD |
| INCEPTIONR LLC | $269.8K | 49,778 | 0.07% | new | NEW |
| IRONWOOD INVESTMENT MANAGEMENT LLC | $267.8K | 49,408 | 0.09% | 8q | +11.2%+$27.0K |
| SIMPLEX TRADING, LLC | $255.9K | 17,722 | 0.00% | 21q | HELD |
| STIFEL FINANCIAL CORP | $248.5K | 45,854 | 0.00% | 3q | +17.5%+$37.0K |
| Numerai GP LLC | $243.6K | 44,952 | 0.02% | new | NEW |
| Callan Family Office, LLC | $201.7K | 37,219 | 0.00% | 2q | +18.0%+$30.7K |
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 |
|---|---|---|---|
| 2026-07-17 | 13G | BlackRock Portfolio Management LLC | 5.5% |
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 | 191 | $619.4M | 113,697,595 | 34 | 62 | 63 | 0.5% |
| Q1 2026 | 182 | $248.2M | 108,517,503 | 36 | 54 | 59 | 0.2% |
| Q4 2025 | 203 | $481.6M | 119,396,583 | 33 | 76 | 61 | 0.8% |
| Q3 2025 | 225 | $1.2B | 139,344,961 | 46 | 64 | 70 | 0.4% |
| Q2 2025 | 206 | $1.5B | 130,971,741 | 32 | 74 | 66 | 0.4% |
| Q1 2025 | 215 | $1.2B | 125,878,156 | 37 | 75 | 68 | 0.6% |
| Q4 2024 | 222 | $1.3B | 115,694,467 | 42 | 79 | 61 | 2.4% |
| Q3 2024 | 243 | $3.8B | 128,662,502 | 53 | 66 | 90 | 3.9% |
| Q2 2024 | 217 | $2.5B | 129,915,099 | 35 | 89 | 69 | 1.4% |
| Q1 2024 | 222 | $4.2B | 127,675,571 | 35 | 77 | 71 | 0.5% |
| Q4 2023 | 207 | $4.3B | 129,275,158 | 35 | 80 | 55 | 0.6% |
| Q3 2023 | 182 | $3.3B | 119,096,165 | 16 | 74 | 64 | 0.2% |
| Q2 2023 | 192 | $3.4B | 114,042,855 | 19 | 71 | 64 | 0.2% |
| Q1 2023 | 207 | $3.8B | 118,675,386 | 35 | 74 | 62 | 0.3% |
| Q4 2022 | 187 | $2.4B | 85,875,819 | 27 | 66 | 65 | 0.4% |
| Q3 2022 | 249 | $3.5B | 95,331,246 | 58 | 91 | 70 | 1.1% |
| Q2 2022 | 211 | $2.8B | 89,722,945 | 33 | 72 | 72 | 0.4% |
| Q1 2022 | 212 | $2.8B | 86,524,610 | 31 | 80 | 75 | 0.6% |
| Q4 2021 | 209 | $2.4B | 84,849,317 | 28 | 67 | 60 | 0.9% |
| Q3 2021 | 213 | $2.7B | 85,632,691 | 48 | 48 | 78 | 2.8% |
| Q2 2021 | 179 | $1.8B | 83,048,062 | 35 | 57 | 51 | 0.4% |
| Q1 2021 | 166 | $1.7B | 81,963,785 | 27 | 47 | 62 | 0.5% |
| Q4 2020 | 157 | $1.3B | 81,801,968 | 24 | 46 | 51 | 0.6% |
| Q3 2020 | 156 | $1.0B | 79,964,560 | 41 | 35 | 53 | 0.8% |
| Q2 2020 | 136 | $526.0M | 73,480,773 | 21 | 41 | 43 | 0.7% |
| Q1 2020 | 152 | $436.9M | 78,643,850 | 22 | 50 | 47 | 0.7% |
| Q4 2019 | 168 | $785.9M | 85,368,294 | 21 | 53 | 56 | 1.7% |
| Q3 2019 | 175 | $625.0M | 84,875,241 | 20 | 78 | 46 | 2.4% |
| Q2 2019 | 185 | $644.6M | 80,057,785 | 34 | 82 | 32 | 1.3% |
| Q1 2019 | 192 | $1.0B | 81,113,949 | 38 | 68 | 51 | 0.9% |
| Q4 2018 | 186 | $1.7B | 85,262,916 | 4 | 5 | 3 | 0.2% |