Agilon HealthAGL

13F holders, Q2 2024 (June 30)
205holders +3
41new positions
40sold out
6famous investors
$6.54avg. 13F price*

At the end of Q2 2024, 205 institutions reported holding Agilon Health Inc. (AGL) in their 13F filings, up 3 from Q1 2024. 41 opened new positions and 40 sold out. The largest holders were Clayton, Dubilier & Rice, LLC ($654.0M), FMR LLC ($372.3M) and Morgan Stanley ($368.9M). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital 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 → Q2 2024

InstitutionsTotal Value
New Positions41$29.1M
Exits40$54.3M

All 13F filers, Q1 2024 → Q2 2024: 42,313,745 shares bought and 30,659,379 shares sold, net +11,654,366 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 205 holders

Clayton, Dubilier & Rice, LLC 98.81% No change 100,000,000 $654.0M
FMR LLC 0.02% Reduce -7.3% 56,927,243 $372.3M
Morgan Stanley 0.03% Add +3.3% 56,413,213 $368.9M
Wellington Management Group LLP 0.06% Reduce -2.6% 55,378,718 $362.2M
Capital World Investors 0.05% Add +21.1% 51,322,224 $335.6M
Vanguard Group Inc. 0.00% Add +6.0% 30,682,423 $200.7M
BlackRock Inc. 0.00% Add +66.0% 23,220,131 $151.9M
Capital International Investors 0.02% Reduce -38.4% 12,444,136 $81.4M
Rock Springs Capital Management LP 1.76% Add +0.7% 8,900,000 $58.2M
State Street Corp. 0.00% Add +39.5% 7,233,973 $47.3M
Geode Capital Management, LLC 0.00% Add +46.3% 6,808,628 $44.5M
Bank of America Corp. 0.00% Add +17.6% 4,770,248 $31.2M
Charles Schwab Investment Management Inc. 0.00% Add +45.7% 3,214,385 $21.0M
Millennium Management 0.02% Add +98.8% 2,809,257 $18.4M
Iron Triangle Partners LP 1.73% New 2,519,416 $16.5M
Deutsche Bank AG 0.01% Add +42.0% 1,848,399 $12.1M
Citadel Advisors 0.01% Add +3582.1% 1,457,358 $9.5M
Northern Trust Corp. 0.00% Add +11.2% 1,408,240 $9.2M
AQR Capital Management 0.01% Add +3338.6% 1,356,438 $8.9M
Goldman Sachs Group Inc. 0.00% Add +114.1% 1,330,140 $8.7M
Tudor Investment Corporation 0.09% Add +2.2% 1,250,976 $8.2M
Bank of New York Mellon Corp 0.00% Add +18.7% 1,108,921 $7.3M
Nuveen Asset Management, LLC 0.00% Reduce -10.6% 1,076,270 $7.0M
T. Rowe Price Associates Inc. 0.00% Reduce -37.5% 1,040,721 $6.8M
Barclays PLC 0.00% Add +117.0% 1,014,122 $6.6M
First Trust Advisors LP 0.01% Add +2137.8% 912,364 $6.0M
Alliancebernstein L.P. 0.00% Add +582.8% 905,782 $5.9M
Norges Bank 0.00% Reduce -49.7% 869,328 $5.7M
Susquehanna Fundamental Investments, LLC 0.12% Add +65.0% 804,594 $5.3M
Capital Research Global Investors 0.00% No change 697,385 $4.6M
Engineers Gate Manager LP 0.10% Reduce -40.0% 658,667 $4.3M
UBS Group AG 0.00% Reduce -26.8% 654,439 $4.3M
Invesco Ltd. 0.00% Add +28.1% 635,695 $4.2M
Swiss National Bank 0.00% No change 602,800 $3.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +43.4% 602,323 $3.9M
Sessa Capital IM, L.P. 0.15% No change 599,875 $3.9M
Northwestern University 3.97% No change 562,400 $3.7M
Steadfast Capital Management LP 0.08% New 520,998 $3.4M
Two Sigma Investments, LP 0.01% Add +168.8% 506,081 $3.3M
JPMorgan Chase & Co. 0.00% Add +0.3% 478,327 $3.1M
Rhumbline Advisers 0.00% Add +24.3% 433,019 $2.8M
Agf Management Ltd. 0.01% Add +3.3% 381,915 $2.5M
Advantage Alpha Capital Partners LP 0.52% Reduce -3.9% 363,978 $2.4M
PDT Partners, LLC 0.22% Reduce -23.6% 359,406 $2.4M
Legal & General Group Plc 0.00% Add +10.5% 333,340 $2.2M
California State Teachers Retirement System 0.00% Reduce -1.4% 299,977 $2.0M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 282,689 $1.8M
Manufacturers Life Insurance Company, The 0.00% Add +30.1% 279,143 $1.8M
Checchi Capital Advisers, LLC 0.14% Add +3.3% 273,280 $1.8M
Jane Street Group, LLC 0.00% Reduce -31.9% 252,914 $1.7M
Bridgewater Associates 0.01% Reduce -15.7% 237,290 $1.6M
Blair William & Co. 0.00% Reduce -4.6% 231,038 $1.5M
Nomura Holdings Inc. 0.01% Add +133.8% 212,750 $1.4M
Jefferies Financial Group Inc. 0.03% Reduce -15.6% 212,600 $1.4M
Dimensional Fund Advisors LP 0.00% Reduce -63.3% 203,982 $1.3M
Eisler Capital (US) LLC 0.24% New 193,534 $1.3M
Walleye Capital LLC 0.01% Add +5043.3% 188,399 $1.2M
Trexquant Investment LP 0.02% New 184,248 $1.2M
D. E. Shaw & Co. 0.00% Add +980.2% 181,470 $1.2M
Caption Management, LLC 0.12% Reduce -50.8% 171,900 $1.1M
Corebridge Financial, Inc. 0.01% — 165,969 $1.1M
Neo Ivy Capital Management 0.20% — 153,824 $1.0M
New York State Common Retirement Fund 0.00% Reduce -21.8% 150,100 $982K
Wells Fargo & Company 0.00% Add +247.3% 143,368 $938K
Seven Eight Capital, LP 0.10% Reduce -45.8% 141,719 $927K
Ensign Peak Advisors, Inc 0.00% Add +43.5% 140,937 $922K
Axq Capital, LP 0.21% Reduce -22.6% 140,033 $916K
Janus Henderson Group PLC 0.00% Reduce -1.1% 137,260 $898K
Verition Fund Management LLC 0.01% Reduce -55.6% 126,900 $830K
Envestnet Asset Management Inc. 0.00% Add +193.6% 110,852 $725K
State of Wisconsin Investment Board 0.00% Reduce -9.8% 108,831 $712K
Mariner, LLC 0.00% Reduce -2.8% 105,317 $689K
Voya Investment Management LLC 0.00% Reduce -8.9% 103,277 $675K
Algert Global LLC 0.02% Add +398.6% 102,407 $670K
Simplify Asset Management Inc. 0.06% New 100,728 $659K
Corient Private Wealth LP 0.00% Add +0.7% 97,113 $635K
TD Asset Management Inc 0.00% Reduce -46.8% 86,928 $569K
Citigroup Inc. 0.00% Reduce -50.5% 86,253 $564K
Arizona State Retirement System 0.00% Add +2.5% 85,989 $562K
Gsa Capital Partners LLP 0.04% Reduce -23.1% 85,911 $562K
State Board of Administration of Florida Retirement System 0.00% Reduce -48.5% 83,657 $547K
MetLife Investment Management, LLC 0.00% Add +377.1% 78,114 $511K
Counterpoint Mutual Funds LLC 0.11% Add +2.8% 70,958 $464K
Sherbrooke Park Advisers LLC 0.08% Reduce -66.4% 69,946 $457K
Creative Planning 0.00% Add +118.5% 66,824 $437K
Bank of Montreal 0.00% New 61,687 $404K
Yarger Wealth Strategies, LLC 0.24% No change 61,621 $403K
Corton Capital Inc. 0.20% New 58,265 $381K
STRS Ohio 0.00% New 57,200 $374K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 54,590 $357K
Bank of Nova Scotia 0.00% Reduce -4.3% 50,925 $333K
Handelsbanken Fonder AB 0.00% Add +20.7% 50,700 $332K
Royal Bank of Canada 0.00% Add +65.4% 50,625 $331K
Boothbay Fund Management, LLC 0.01% New 49,619 $325K
Bailard, Inc. 0.01% No change 43,752 $286K
Oak Thistle LLC 0.21% New 42,967 $281K
Principal Financial Group Inc. 0.00% Add +42.4% 41,675 $273K
Leonteq Securities AG 0.04% Reduce -13.2% 41,152 $269K
Institute for Wealth Management, LLC. 0.04% No change 40,068 $262K
GTS Securities LLC 0.01% New 39,259 $257K
Victory Capital Management Inc. 0.00% Reduce -1.8% 39,159 $256K
FinTrust Capital Advisors, LLC 0.04% New 37,627 $246K
Cambridge Investment Research Advisors, Inc. 0.00% Add +14.2% 36,485 $239K
Private Advisor Group, LLC 0.00% Add +1.8% 36,095 $236K
Pictet Asset Management Holding SA 0.00% No change 35,993 $235K
Captrust Financial Advisors 0.00% Add +10.8% 35,912 $235K
Yarbrough Capital, LLC 0.01% No change 35,333 $231K
WealthBridge Capital Management, LLC 0.08% No change 34,822 $228K
XTX Topco Ltd 0.02% New 32,266 $211K
Public Employees Retirement Association of Colorado 0.00% No change 32,309 $211K
Cetera Investment Advisers 0.00% Add +11.4% 32,142 $210K
nVerses Capital, LLC 0.13% New 32,100 $210K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 32,084 $210K
Ameritas Investment Partners, Inc. 0.01% New 30,224 $198K
Swisher Financial Concepts, Inc. 0.19% No change 32,675 $192K
PDS Planning, Inc 0.02% Reduce -0.5% 28,695 $188K
Group One Trading LLC 0.01% Add +416.6% 27,789 $182K
Sequoia Financial Advisors, LLC 0.00% Reduce -0.3% 27,457 $180K
M&T Bank Corp 0.00% Add +62.1% 26,832 $176K
Bleakley Financial Group, LLC 0.00% Add +145.1% 26,210 $171K
Simplicity Wealth,LLC 0.00% Add +145.1% 26,210 $171K
Prudential Financial Inc. 0.00% New 24,768 $162K
Susquehanna International Group, LLP 0.00% Reduce -95.9% 24,185 $158K
Sanctuary Advisors, LLC 0.00% — 30,194 $151K
Mackenzie Financial Corp. 0.00% New 22,181 $145K
State of Wyoming 0.02% Add +55.7% 20,985 $137K
Wedbush Securities Inc. 0.00% Add +72.6% 20,710 $135K
Everhart Financial Group, Inc. 0.03% Reduce -2.6% 20,100 $131K
Xponance LLC 0.00% Reduce -40.6% 20,018 $131K
Stifel Financial Corp. 0.00% Add +36.9% 18,482 $121K
Quarry LP 0.05% Add +500.3% 18,254 $119K
Sei Investments Co. 0.00% Reduce -39.0% 17,989 $118K
United Capital Financial Advisors, LLC 0.00% New 16,929 $111K
Summit Financial Strategies, Inc. 0.01% Reduce -3.8% 16,569 $108K
Hoge Financial Services, LLC 0.09% No change 16,132 $106K
Ethic Inc. 0.00% New 15,985 $105K
West Branch Capital LLC 0.04% No change 15,442 $101K
Bridgefront Capital, LLC 0.04% Add +12.7% 15,400 $101K
OMERS ADMINISTRATION Corp 0.00% New 15,200 $99K
Two Sigma Securities, LLC 0.00% New 14,850 $97K
Symphony Financial Services, Inc. 0.08% — 15,942 $96K
Avestar Capital, LLC 0.01% No change 14,314 $94K
Dark Forest Capital Management LP 0.02% Reduce -90.0% 14,265 $93K
G2 Capital Management, LLC / Oh 0.03% No change 13,900 $91K
Laird Norton Wetherby Wealth Management, LLC 0.00% New 13,804 $90K
Teza Capital Management LLC 0.01% Reduce -53.1% 13,804 $90K
Hamilton Capital, LLC 0.01% No change 13,420 $88K
Ameriprise Financial Inc. 0.00% New 12,790 $84K
Quantinno Capital Management LP 0.00% New 12,732 $83K
Raymond James & Associates 0.00% Reduce -4.0% 12,687 $83K
Brown Advisory Inc. 0.00% Reduce -99.5% 12,577 $82K
CIBC Asset Management Inc 0.00% New 11,931 $78K
Frazier Financial Advisors, LLC 0.06% No change 11,903 $78K
Signaturefd, LLC 0.00% Add +166.3% 11,848 $77K
Pallas Capital Advisors LLC 0.00% New 11,028 $77K
Neuberger Berman Group LLC 0.00% Reduce -53.6% 11,118 $73K
Allspring Global Investments Holdings, LLC 0.00% Add +17790.0% 10,734 $70K
Amalgamated Bank 0.00% Reduce -46.2% 10,382 $68K
GeoWealth Management, LLC 0.00% New 10,356 $68K
Quadrant Capital Group LLC 0.00% Add +99.1% 10,138 $66K
Townsquare Capital LLC 0.00% New 10,080 $66K
Bahl & Gaynor LLC 0.00% No change 10,000 $65K
KBC Group NV 0.00% No change 9,613 $63K
Nisa Investment Advisors, LLC 0.00% New 9,207 $60K
Cwm, LLC 0.00% Add +406.5% 9,081 $59K
Comerica Bank 0.00% Add +7.1% 8,629 $56K
US Bancorp \de 0.00% Add +155.8% 8,010 $52K
Walleye Trading LLC 0.00% New 6,819 $45K
AdvisorNet Financial, Inc 0.00% Reduce -28.9% 6,650 $43K
Tower Research Capital LLC (TRC) 0.00% Add +235.2% 6,348 $42K
Danske Bank A/S 0.00% No change 5,000 $33K
J.Safra Asset Management Corp 0.00% Add +626.1% 4,204 $27K
Parallel Advisors, LLC 0.00% Add +426.6% 3,860 $25K
PNC Financial Services Group, Inc. 0.00% Add +631.0% 3,560 $23K
GAMMA Investing LLC 0.00% Add +125.4% 3,510 $23K
Lindbrook Capital, LLC 0.00% Add +72.3% 2,674 $17K
IFP Advisors, Inc 0.00% Add +58350.0% 2,338 $15K
Blue Trust, Inc. 0.00% No change 2,173 $13K
Osaic Holdings, Inc. 0.00% Reduce -40.0% 2,021 $13K
Public Employees Retirement System of Ohio 0.00% Reduce -98.4% 1,784 $12K
Russell Investments Group, Ltd. 0.00% Add +1001.3% 1,696 $11K
Van Eck Associates Corp. 0.00% Add +87.7% 1,732 $11K
Covestor Ltd 0.01% Add +0.1% 1,574 $10K
First Horizon Advisors, Inc. 0.00% Reduce -2.1% 1,190 $8K
Amundi 0.00% Reduce -99.9% 852 $5K
Valley National Advisers Inc. 0.00% Add +210.5% 885 $5K
Allworth Financial LP 0.00% Reduce -43.7% 492 $3K
Quent Capital, LLC 0.00% Add +1041.5% 468 $3K
Global Retirement Partners, LLC 0.00% Add +110.2% 431 $3K
Sachetta, LLC 0.00% New 297 $2K
Clearstead Advisors, LLC 0.00% New 221 $1K
Ashton Thomas Private Wealth, LLC 0.00% New 201 $1K
Parkside Financial Bank & Trust 0.00% No change 198 $1K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 184 $1K
Arax Advisory Partners 0.00% New 126 $825
Steward Partners Investment Advisory, LLC 0.00% New 114 $746
Farther Finance Advisors, LLC 0.00% New 45 $273
Rothschild Investment LLC 0.00% New 40 $262
Prestige Wealth Management Group LLC 0.00% No change 30 $197
Continuum Advisory, LLC 0.00% No change 15 $98
MV Capital Management, Inc. 0.00% New 11 $72
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 9 $61
HHM Wealth Advisors, LLC 0.00% No change 4 $27
Concourse Financial Group Securities, Inc. 0.00% No change 3 $19
Capital Advisors, Ltd. LLC 0.00% New 48 $0

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