Agilon HealthAGL
13F holders, Q2 2024 (June 30)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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $29.1M |
| Exits | 40 | $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.