Agilon HealthAGL

13F holders, Q1 2024 (March 31)
202holders
7famous investors
$6.11avg. 13F price*

At the end of Q1 2024, 202 institutions reported holding Agilon Health Inc. (AGL) in their 13F filings. The largest holders were Clayton, Dubilier & Rice, LLC ($610.0M), FMR LLC ($374.7M) and Wellington Management Group LLP ($346.7M). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Agilon Health Inc.
CUSIP
00857U107
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 202Q1 2024Q2 2024: 205Q2 2024Q3 2024: 214Q3 2024Q4 2024: 187Q4 2024Q1 2025: 200Q1 2025Q2 2025: 206Q2 2025Q3 2025: 190Q3 2025Q4 2025: 196Q4 2025Q1 2026: 3Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions47$33.3M
Exits42$176.8M

Ownership 202 holders

Clayton, Dubilier & Rice, LLC 98.60% No change 100,000,000 $610.0M
FMR LLC 0.03% Add +1.1% 61,431,191 $374.7M
Wellington Management Group LLP 0.06% Add +33.7% 56,835,587 $346.7M
Morgan Stanley 0.03% Add +22.0% 54,598,123 $333.0M
Capital World Investors 0.04% Reduce -23.2% 42,397,780 $258.6M
Vanguard Group Inc. 0.00% Add +1.3% 28,947,798 $176.6M
Capital International Investors 0.03% Add +84.7% 20,197,932 $123.2M
BlackRock Inc. 0.00% Add +1.9% 13,992,226 $85.4M
Rock Springs Capital Management LP 1.37% Add +2.4% 8,835,000 $53.9M
State Street Corp. 0.00% Add +2.8% 5,184,889 $31.6M
Geode Capital Management, LLC 0.00% Add +3.7% 4,653,619 $28.4M
Bank of America Corp. 0.00% Add +217.1% 4,056,717 $24.7M
Brown Advisory Inc. 0.02% Reduce -37.8% 2,541,123 $15.5M
Charles Schwab Investment Management Inc. 0.00% Add +19.5% 2,206,830 $13.5M
Daventry Group, LP 4.27% Add +16.0% 1,750,249 $10.7M
Norges Bank 0.00% Reduce -22.3% 1,727,986 $10.5M
T. Rowe Price Associates Inc. 0.00% Reduce -83.6% 1,665,762 $10.2M
Millennium Management 0.01% Reduce -30.7% 1,412,995 $8.6M
Deutsche Bank AG 0.00% Reduce -4.4% 1,302,004 $7.9M
Northern Trust Corp. 0.00% Reduce -3.4% 1,266,350 $7.7M
Tudor Investment Corporation 0.09% Add +110.5% 1,224,103 $7.5M
Nuveen Asset Management, LLC 0.00% Add +20.7% 1,203,799 $7.3M
Engineers Gate Manager LP 0.18% Add +2947.8% 1,097,500 $6.7M
Durable Capital Partners LP 0.05% Reduce -53.3% 976,133 $6.0M
Bank of New York Mellon Corp 0.00% Reduce -11.1% 934,038 $5.7M
Twinbeech Capital LP 0.11% Add +433.6% 900,547 $5.5M
UBS Group AG 0.00% Add +1552.1% 893,425 $5.4M
Qube Research & Technologies Ltd 0.01% Add +3634.5% 707,246 $4.3M
Capital Research Global Investors 0.00% Reduce -95.2% 697,385 $4.3M
Amundi 0.00% Reduce -36.2% 737,647 $4.0M
State Board of Administration of Florida Retirement System 0.01% Reduce -14.6% 162,286 $3.9M
Goldman Sachs Group Inc. 0.00% Add +41.1% 621,253 $3.8M
Swiss National Bank 0.00% Add +0.6% 602,800 $3.7M
Sessa Capital IM, L.P. 0.14% No change 599,875 $3.7M
Balyasny Asset Management L.P. 0.01% New 592,115 $3.6M
Susquehanna International Group, LLP 0.01% Add +1270.1% 584,522 $3.6M
Northwestern University 3.18% No change 562,400 $3.4M
Dimensional Fund Advisors LP 0.00% Reduce -37.9% 555,918 $3.4M
Cubist Systematic Strategies, LLC 0.04% New 545,793 $3.3M
HRT Financial LP 0.02% New 506,242 $3.1M
Invesco Ltd. 0.00% Add +96.5% 496,172 $3.0M
Susquehanna Fundamental Investments, LLC 0.14% New 487,738 $3.0M
JPMorgan Chase & Co. 0.00% Add +77.8% 476,689 $2.9M
PDT Partners, LLC 0.27% Add +149.6% 470,759 $2.9M
Barclays PLC 0.00% Add +51.9% 467,368 $2.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -15.6% 420,114 $2.6M
Advantage Alpha Capital Partners LP 0.43% Reduce -8.2% 378,589 $2.3M
Jane Street Group, LLC 0.00% Add +160.8% 371,353 $2.3M
Agf Management Ltd. 0.01% Add +51.8% 369,852 $2.3M
Credit Suisse AG/ 0.00% Add +5.3% 356,721 $2.2M
Caption Management, LLC 0.23% New 349,100 $2.1M
Rhumbline Advisers 0.00% Reduce -8.7% 348,446 $2.1M
California State Teachers Retirement System 0.00% Reduce -4.7% 304,097 $1.9M
Legal & General Group Plc 0.00% Add +0.9% 301,586 $1.8M
Zweig-DiMenna Associates LLC 0.16% No change 295,357 $1.8M
Verition Fund Management LLC 0.02% New 285,653 $1.7M
Renaissance Technologies 0.00% Add +225.5% 284,800 $1.7M
Bridgewater Associates 0.01% Reduce -13.2% 281,364 $1.7M
Checchi Capital Advisers, LLC 0.13% Add +2.7% 264,457 $1.6M
Seven Eight Capital, LP 0.17% New 261,226 $1.6M
Jefferies Financial Group Inc. 0.03% Add +341.7% 251,947 $1.5M
Blair William & Co. 0.00% Add +8.3% 242,076 $1.5M
Man Group plc 0.00% New 237,277 $1.4M
Marshall Wace, LLP 0.00% New 227,980 $1.4M
Manufacturers Life Insurance Company, The 0.00% Reduce -6.0% 214,615 $1.3M
Sherbrooke Park Advisers LLC 0.25% New 208,009 $1.3M
Allianz Asset Management GmbH 0.00% Add +179.5% 196,854 $1.2M
New York State Common Retirement Fund 0.00% Reduce -1.9% 192,016 $1.2M
Renaissance Capital LLC 0.60% Add +3.0% 191,122 $1.2M
Two Sigma Investments, LP 0.00% New 188,276 $1.1M
Parallax Volatility Advisers, L.P. 0.04% New 181,329 $1.1M
Axq Capital, LP 0.26% New 180,842 $1.1M
Citigroup Inc. 0.00% Add +2346.9% 174,242 $1.1M
TD Asset Management Inc 0.00% Reduce -84.2% 163,528 $998K
Dark Forest Capital Management LP 0.15% New 142,437 $869K
Quantbot Technologies LP 0.05% New 141,280 $862K
Janus Henderson Group PLC 0.00% Add +0.3% 138,799 $846K
HAP Trading, LLC 0.26% New 136,594 $833K
Alliancebernstein L.P. 0.00% Add +43.3% 132,665 $809K
Treasurer of the State of North Carolina 0.00% Add +0.7% 129,757 $792K
State of Wisconsin Investment Board 0.00% Reduce -13.9% 120,653 $736K
Landscape Capital Management, L.L.C. 0.06% Add +326.5% 114,286 $697K
Voya Investment Management LLC 0.00% Reduce -3.5% 113,322 $691K
Public Employees Retirement System of Ohio 0.00% Reduce -8.0% 111,983 $683K
Gsa Capital Partners LLP 0.05% Add +302.8% 111,714 $681K
Mariner, LLC 0.00% Add +37.4% 108,320 $661K
Twin Tree Management, LP 0.01% New 102,266 $624K
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 98,187 $599K
Corient Private Wealth LP 0.00% Reduce -8.1% 96,426 $588K
Schonfeld Strategic Advisors LLC 0.00% New 91,542 $558K
Nomura Holdings Inc. 0.00% Add +269.9% 91,000 $555K
Arizona State Retirement System 0.00% Reduce -1.3% 83,919 $512K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +10.1% 17,984 $490K
Squarepoint Ops LLC 0.00% Reduce -63.8% 73,271 $447K
Counterpoint Mutual Funds LLC 0.10% New 69,051 $421K
Deerfield Management Company, L.P. 0.01% New 68,033 $415K
HSBC Holdings PLC 0.00% Add +38.3% 62,509 $381K
Yarger Wealth Strategies, LLC 0.26% Reduce -56.9% 61,621 $376K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 54,590 $333K
Bank of Nova Scotia 0.00% Add +119.1% 53,205 $324K
Jump Financial, LLC 0.01% New 52,388 $320K
Aigen Investment Management, LP 0.06% New 48,313 $295K
Leonteq Securities AG 0.04% Add +673.4% 47,416 $289K
Bailard, Inc. 0.01% No change 43,752 $267K
Handelsbanken Fonder AB 0.00% No change 42,000 $256K
Wells Fargo & Company 0.00% Reduce -53.0% 41,279 $252K
First Trust Advisors LP 0.00% Reduce -93.7% 40,770 $249K
Institute for Wealth Management, LLC. 0.03% Add +105.0% 40,068 $244K
Victory Capital Management Inc. 0.00% Reduce -1.5% 39,867 $243K
Citadel Advisors 0.00% Reduce -95.0% 39,580 $241K
AQR Capital Management 0.00% New 39,448 $232K
Envestnet Asset Management Inc. 0.00% Reduce -16.3% 37,760 $230K
Pictet Asset Management Holding SA 0.00% No change 35,993 $220K
Private Advisor Group, LLC 0.00% Add +0.6% 35,455 $216K
Yarbrough Capital, LLC 0.01% No change 35,333 $216K
WealthBridge Capital Management, LLC 0.07% No change 34,822 $212K
Xponance LLC 0.00% Reduce -6.1% 33,703 $206K
Captrust Financial Advisors 0.00% Reduce -3.7% 32,427 $198K
Public Employees Retirement Association of Colorado 0.00% No change 32,309 $197K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.4% 31,937 $195K
Royal Bank of Canada 0.00% Add +0.3% 30,605 $187K
Creative Planning 0.00% New 30,583 $187K
Quadrature Capital Ltd 0.00% New 30,363 $185K
Swisher Financial Concepts, Inc. 0.16% No change 32,675 $180K
Sei Investments Co. 0.00% Reduce -35.1% 29,511 $180K
Teza Capital Management LLC 0.02% New 29,419 $179K
Principal Financial Group Inc. 0.00% Add +0.6% 29,264 $179K
Cetera Investment Advisers 0.00% New 28,840 $176K
PDS Planning, Inc 0.02% Reduce -0.2% 28,834 $176K
American Century Companies Inc. 0.00% Add +5.3% 27,734 $169K
Sequoia Financial Advisors, LLC 0.00% Reduce -0.1% 27,546 $168K
Systematic Portfolios LLC 0.54% New 26,898 $164K
Lombard Odier Asset Management (USA) Corp 0.02% New 23,978 $146K
Neuberger Berman Group LLC 0.00% Add +13.3% 23,943 $146K
Y-Intercept (Hong Kong) Ltd 0.01% New 22,941 $140K
Everhart Financial Group, Inc. 0.04% Add +2.8% 20,640 $126K
Algert Global LLC 0.00% Reduce -69.9% 20,540 $125K
Amalgamated Bank 0.00% Reduce -65.9% 19,303 $118K
Summit Financial Strategies, Inc. 0.01% No change 17,231 $105K
D. E. Shaw & Co. 0.00% New 16,800 $102K
M&T Bank Corp 0.00% New 16,551 $101K
MetLife Investment Management, LLC 0.00% Add +0.3% 16,374 $100K
Hoge Financial Services, LLC 0.08% No change 16,132 $98K
Utah Retirement Systems 0.00% Reduce -0.6% 16,000 $98K
Maryland State Retirement & Pension System 0.00% No change 20,178 $96K
West Branch Capital LLC 0.04% No change 15,442 $94K
Veltria Advisors Corp. 0.02% New 14,390 $88K
Avestar Capital, LLC 0.01% No change 14,314 $87K
G2 Capital Management, LLC / Oh 0.03% No change 13,900 $85K
Bridgefront Capital, LLC 0.06% New 13,670 $83K
Stifel Financial Corp. 0.00% New 13,500 $82K
State of Wyoming 0.01% New 13,480 $82K
Hamilton Capital, LLC 0.01% No change 13,420 $82K
Raymond James & Associates 0.00% Reduce -9.9% 13,218 $81K
Tidal Investments LLC 0.00% Add +10.2% 12,680 $77K
Wedbush Securities Inc. 0.00% No change 12,000 $73K
Frazier Financial Advisors, LLC 0.06% No change 11,903 $73K
Symmetry Investments LP 0.01% New 11,900 $73K
Bleakley Financial Group, LLC 0.00% New 10,695 $65K
Simplicity Wealth,LLC 0.00% New 10,695 $65K
Bahl & Gaynor LLC 0.00% No change 10,000 $61K
KBC Group NV 0.00% Add +52.3% 9,613 $59K
AdvisorNet Financial, Inc 0.01% Reduce -15.9% 9,350 $57K
Comerica Bank 0.00% Add +15.9% 8,054 $49K
Handelsinvest Investeringsforvaltning 0.02% Reduce -34.2% 6,691 $41K
Group One Trading LLC 0.00% New 5,379 $33K
Quadrant Capital Group LLC 0.00% Add +5318.1% 5,093 $31K
Danske Bank A/S 0.00% — 5,000 $31K
American International Group, Inc. 0.00% Reduce -1.3% 4,581 $28K
Signaturefd, LLC 0.00% Add +4584.2% 4,450 $27K
Walleye Capital LLC 0.00% Reduce -41.5% 3,663 $22K
Bessemer Group Inc. 0.00% Reduce -34.4% 3,382 $21K
Osaic Holdings, Inc. 0.00% Reduce -88.2% 3,369 $21K
US Bancorp \de 0.00% Add +176.9% 3,132 $19K
Quarry LP 0.01% New 3,041 $19K
Blue Trust, Inc. 0.00% No change 2,173 $13K
Tower Research Capital LLC (TRC) 0.00% Reduce -81.1% 1,894 $12K
Cwm, LLC 0.00% Add +252.9% 1,793 $11K
Covestor Ltd 0.01% Reduce -55.7% 1,573 $10K
GAMMA Investing LLC 0.00% Add +911.0% 1,557 $9K
Lindbrook Capital, LLC 0.00% Add +367.5% 1,552 $9K
First Horizon Advisors, Inc. 0.00% Reduce -43.2% 1,215 $7K
Van Eck Associates Corp. 0.00% Reduce -46.8% 923 $6K
Allworth Financial LP 0.00% New 874 $5K
Parallel Advisors, LLC 0.00% Add +852.0% 733 $4K
J.Safra Asset Management Corp 0.00% New 579 $4K
Macquarie Group Ltd. 0.00% New 478 $3K
PNC Financial Services Group, Inc. 0.00% Add +47.6% 487 $3K
Global Retirement Partners, LLC 0.00% Add +247.5% 205 $1K
Parkside Financial Bank & Trust 0.00% Add +560.0% 198 $1K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 184 $1K
Valley National Advisers Inc. 0.00% Add +185.0% 285 $1K
Russell Investments Group, Ltd. 0.00% Reduce -90.7% 154 $939
Northwest Investment Counselors, LLC 0.00% New 68 $415
Allspring Global Investments Holdings, LLC 0.00% New 60 $366
Quent Capital, LLC 0.00% No change 41 $250
Prestige Wealth Management Group LLC 0.00% No change 30 $183
Continuum Advisory, LLC 0.00% New 15 $79
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 9 $57
HHM Wealth Advisors, LLC 0.00% No change 4 $25
IFP Advisors, Inc 0.00% No change 4 $24
Concourse Financial Group Securities, Inc. 0.00% Add +200.0% 3 $18

"% of holder's portfolio" is AGL's weight in each manager's 13F, not the share of Agilon Health Inc. the manager owns.