Agilon HealthAGL
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 200 institutions reported holding Agilon Health Inc. (AGL) in their 13F filings, up 13 from Q4 2024. 35 opened new positions and 25 sold out. The largest holders were Clayton, Dubilier & Rice, LLC ($433.0M), Capital World Investors ($231.3M) and Morgan Stanley ($225.3M). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors'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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $42.4M |
| Exits | 25 | $4.1M |
All 13F filers, Q4 2024 → Q1 2025: 40,256,418 shares bought and 53,097,871 shares sold, net −12,841,453 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 200 holders
| Clayton, Dubilier & Rice, LLC | 99.35% | No change | 100,000,000 | $433.0M |
| Capital World Investors | 0.04% | Add +15.3% | 53,406,935 | $231.3M |
| Morgan Stanley | 0.02% | Reduce -7.5% | 52,033,701 | $225.3M |
| Vanguard Group Inc. | 0.00% | Reduce -2.7% | 30,285,760 | $131.1M |
| BlackRock, Inc. | 0.00% | Add +3.9% | 24,736,658 | $107.1M |
| Capital International Investors | 0.02% | No change | 22,331,873 | $96.7M |
| FMR LLC | 0.01% | Add +165.4% | 19,097,967 | $82.7M |
| Nuveen, LLC | 0.02% | — | 3,981,965 | $76.7M |
| Wellington Management Group LLP | 0.01% | Reduce -71.5% | 14,986,897 | $64.9M |
| Citadel Advisors | 0.03% | Add +59.0% | 7,871,608 | $34.1M |
| State Street Corp. | 0.00% | Reduce -4.6% | 7,401,608 | $32.0M |
| Geode Capital Management, LLC | 0.00% | Add +0.7% | 6,977,989 | $30.2M |
| Rock Springs Capital Management LP | 1.73% | Reduce -6.9% | 6,950,000 | $30.1M |
| Rubicon Founders LLC | 16.48% | New | 6,190,265 | $26.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +7.3% | 5,060,333 | $21.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +8.8% | 4,939,576 | $21.4M |
| Bank of America Corp. | 0.00% | Add +9.3% | 3,609,962 | $15.6M |
| Millennium Management | 0.02% | Reduce -51.9% | 3,468,656 | $15.0M |
| Northern Trust Corp. | 0.00% | Reduce -4.0% | 2,844,727 | $12.3M |
| CenterBook Partners LP | 0.53% | New | 1,920,265 | $8.3M |
| Algert Global LLC | 0.18% | Reduce -19.6% | 1,694,970 | $7.3M |
| JPMorgan Chase & Co. | 0.00% | Add +555.5% | 1,634,474 | $7.1M |
| Tudor Investment Corporation | 0.06% | Add +0.2% | 1,522,698 | $6.6M |
| UBS Group AG | 0.00% | Add +14.5% | 1,506,756 | $6.5M |
| Amundi | 0.00% | Add +49.2% | 1,484,709 | $5.9M |
| Renaissance Technologies | 0.01% | Add +178.7% | 1,291,000 | $5.6M |
| Deutsche Bank AG | 0.00% | Reduce -1.6% | 1,185,772 | $5.1M |
| Invesco Ltd. | 0.00% | Add +186.7% | 1,151,795 | $5.0M |
| D. E. Shaw & Co. | 0.01% | Add +167.7% | 988,607 | $4.3M |
| Bank of New York Mellon Corp | 0.00% | Add +4.3% | 807,761 | $3.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -2.7% | 776,358 | $3.4M |
| Alliancebernstein L.P. | 0.00% | Add +102.4% | 771,830 | $3.3M |
| Engineers Gate Manager LP | 0.05% | Reduce -16.8% | 704,612 | $3.1M |
| Swiss National Bank | 0.00% | No change | 602,800 | $2.6M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +468.4% | 503,040 | $2.2M |
| AQR Capital Management | 0.00% | Add +243.3% | 501,440 | $2.2M |
| Barclays PLC | 0.00% | Reduce -21.9% | 470,546 | $2.0M |
| Rhumbline Advisers | 0.00% | Add +4.8% | 439,781 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -2.3% | 384,031 | $1.7M |
| Caxton Associates LLP | 0.05% | — | 353,025 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.4% | 349,904 | $1.5M |
| Legal & General Group Plc | 0.00% | Reduce -4.1% | 332,331 | $1.4M |
| Dimensional Fund Advisors LP | 0.00% | Add +21.9% | 311,880 | $1.4M |
| Susquehanna Fundamental Investments, LLC | 0.02% | Reduce -63.5% | 310,734 | $1.3M |
| Avidity Partners Management LP | 0.27% | New | 305,100 | $1.3M |
| California State Teachers Retirement System | 0.00% | No change | 288,324 | $1.2M |
| Checchi Capital Advisers, LLC | 0.08% | Reduce -7.7% | 250,000 | $1.1M |
| Citigroup Inc. | 0.00% | Reduce -7.4% | 243,404 | $1.1M |
| Brevan Howard Capital Management LP | 0.03% | New | 237,982 | $1.0M |
| Jefferies Financial Group Inc. | 0.02% | Reduce -52.3% | 224,369 | $972K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.5% | 214,200 | $927K |
| Caption Management, LLC | 0.04% | Reduce -33.0% | 210,000 | $909K |
| Voleon Capital Management LP | 0.07% | Reduce -56.7% | 202,369 | $876K |
| MetLife Investment Management, LLC | 0.00% | Add +6.5% | 185,870 | $805K |
| Counterpoint Mutual Funds LLC | 0.11% | New | 184,911 | $801K |
| Natixis | 0.00% | Add +752173.9% | 173,023 | $741K |
| STRS Ohio | 0.00% | Add +19.4% | 160,300 | $694K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.5% | 151,134 | $654K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +1.9% | 150,513 | $652K |
| Wells Fargo & Company | 0.00% | Add +2.0% | 147,699 | $640K |
| Creative Planning | 0.00% | Add +45.9% | 145,421 | $630K |
| SG Americas Securities, LLC | 0.00% | Add +1271.3% | 144,189 | $624K |
| Blair William & Co. | 0.00% | Reduce -43.9% | 142,983 | $619K |
| Janus Henderson Group PLC | 0.00% | No change | 137,260 | $616K |
| Simplex Trading, LLC | 0.02% | Add +91.3% | 142,028 | $614K |
| American Century Companies Inc. | 0.00% | New | 137,235 | $594K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 135,601 | $587K |
| Mariner, LLC | 0.00% | Add +151.7% | 133,194 | $577K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -0.1% | 130,479 | $565K |
| State of Wyoming | 0.07% | Add +4.9% | 128,509 | $556K |
| EntryPoint Capital, LLC | 0.24% | Reduce -48.8% | 119,343 | $517K |
| Intech Investment Management LLC | 0.01% | Add +2.9% | 119,055 | $516K |
| Simplify Asset Management Inc. | 0.02% | Add +0.5% | 111,096 | $481K |
| Russell Investments Group, Ltd. | 0.00% | Add +196.1% | 107,024 | $463K |
| HSBC Holdings PLC | 0.00% | Reduce -19.7% | 106,704 | $463K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +21.8% | 99,697 | $432K |
| Atwater Malick LLC | 0.14% | New | 98,788 | $428K |
| Ieq Capital, LLC | 0.00% | Add +604.8% | 95,120 | $412K |
| Corient Private Wealth LP | 0.00% | Reduce -0.4% | 94,980 | $411K |
| Arizona State Retirement System | 0.00% | Reduce -1.0% | 88,638 | $384K |
| Voya Investment Management LLC | 0.00% | Reduce -9.3% | 84,019 | $364K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 83,657 | $362K |
| New York State Common Retirement Fund | 0.00% | No change | 80,600 | $349K |
| Two Sigma Investments, LP | 0.00% | Reduce -90.6% | 80,486 | $349K |
| Inspire Investing, LLC | 0.04% | Reduce -64.0% | 78,330 | $339K |
| Handelsbanken Fonder AB | 0.00% | No change | 75,000 | $325K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 69,952 | $303K |
| FORA Capital, LLC | 0.03% | New | 68,958 | $299K |
| Cibc World Markets Corp. | 0.00% | Add +137.1% | 68,453 | $296K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +9.9% | 68,153 | $295K |
| ProShare Advisors LLC | 0.00% | Reduce -23.1% | 66,784 | $289K |
| Quadrature Capital Ltd | 0.01% | Add +37.2% | 64,719 | $280K |
| XTX Topco Ltd | 0.01% | Add +26.1% | 58,660 | $254K |
| KLP Kapitalforvaltning As | 0.00% | No change | 58,500 | $253K |
| Centiva Capital, LP | 0.01% | New | 55,914 | $242K |
| Root Financial Partners, LLC | 0.03% | No change | 54,711 | $237K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 54,590 | $236K |
| Yarger Wealth Strategies, LLC | 0.14% | No change | 53,966 | $234K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -46.6% | 53,600 | $232K |
| Private Advisor Group, LLC | 0.00% | Add +49.9% | 53,254 | $231K |
| BNP Paribas Financial Markets | 0.00% | Reduce -85.7% | 49,566 | $215K |
| Ameriprise Financial Inc. | 0.00% | Add +17.3% | 48,534 | $210K |
| Empowered Funds, LLC | 0.00% | Reduce -6.9% | 47,728 | $207K |
| Dynamic Technology Lab Private Ltd | 0.03% | Add +28.4% | 47,111 | $204K |
| Teacher Retirement System of Texas | 0.00% | New | 45,173 | $196K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 44,623 | $193K |
| TriaGen Wealth Management LLC | 0.07% | New | 43,968 | $190K |
| Cerity Partners LLC | 0.00% | Add +137.6% | 43,133 | $187K |
| Simplicity Wealth,LLC | 0.01% | New | 43,025 | $186K |
| Bailard, Inc. | 0.00% | Add +0.9% | 42,535 | $184K |
| Captrust Financial Advisors | 0.00% | Add +16.5% | 41,340 | $179K |
| Marshall Wace, LLP | 0.00% | New | 40,216 | $174K |
| Balyasny Asset Management L.P. | 0.00% | New | 39,166 | $170K |
| Polymer Capital Management (US) LLC | 0.05% | Add +29.4% | 39,139 | $169K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | — | 38,900 | $168K |
| Victory Capital Management Inc. | 0.00% | Reduce -2.5% | 36,613 | $159K |
| Cwm, LLC | 0.00% | Add +198.9% | 36,514 | $158K |
| Pictet Asset Management Holding SA | 0.00% | No change | 35,993 | $156K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 35,279 | $153K |
| Sei Investments Co. | 0.00% | Add +148.2% | 35,080 | $152K |
| WealthBridge Capital Management, LLC | 0.04% | No change | 34,822 | $151K |
| Pines Wealth Management, LLC | 0.07% | No change | 26,750 | $143K |
| Swisher Financial Concepts, Inc. | 0.12% | No change | 32,550 | $141K |
| State of Wisconsin Investment Board | 0.00% | Add +6.2% | 31,663 | $137K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.6% | 31,445 | $136K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 30,224 | $131K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.3% | 27,553 | $119K |
| PDS Planning, Inc | 0.01% | Reduce -5.0% | 24,638 | $107K |
| Principal Financial Group Inc. | 0.00% | Reduce -10.6% | 24,626 | $107K |
| First Citizens Bank & Trust Co. | 0.00% | No change | 24,117 | $104K |
| Prudential Financial Inc. | 0.00% | Add +1.1% | 23,952 | $104K |
| Xponance LLC | 0.00% | Add +7.6% | 23,654 | $102K |
| Symphony Financial Services, Inc. | 0.07% | No change | 23,000 | $100K |
| Huntington National Bank | 0.00% | No change | 21,900 | $95K |
| Pilgrim Partners Asia Pte Ltd | 0.09% | Reduce -31.6% | 21,600 | $94K |
| Beirne Wealth Consulting Services, LLC | 0.03% | New | 21,500 | $93K |
| Wedbush Securities Inc. | 0.00% | No change | 20,710 | $90K |
| Yarbrough Capital, LLC | 0.00% | Reduce -43.0% | 20,130 | $87K |
| Royal Bank of Canada | 0.00% | Reduce -5.7% | 19,573 | $85K |
| Mackenzie Financial Corp. | 0.00% | Reduce -51.7% | 19,531 | $85K |
| Avestar Capital, LLC | 0.01% | Add +36.4% | 19,530 | $85K |
| Signaturefd, LLC | 0.00% | Add +28.3% | 18,461 | $80K |
| Everhart Financial Group, Inc. | 0.01% | No change | 18,251 | $79K |
| Raymond James Financial Inc. | 0.00% | Reduce -1.3% | 17,191 | $74K |
| Summit Financial Strategies, Inc. | 0.01% | No change | 16,569 | $72K |
| KBC Group NV | 0.00% | New | 16,198 | $70K |
| Pallas Capital Advisors LLC | 0.00% | New | 15,320 | $66K |
| Ridgecrest Wealth Partners, LLC | 0.03% | New | 15,000 | $65K |
| G2 Capital Management, LLC / Oh | 0.02% | No change | 13,900 | $60K |
| Hamilton Capital, LLC | 0.00% | No change | 13,420 | $58K |
| Axq Capital, LP | 0.02% | New | 13,004 | $56K |
| CIBC Asset Management Inc | 0.00% | Add +2.6% | 12,911 | $56K |
| Cetera Investment Advisers | 0.00% | New | 12,527 | $54K |
| Two Sigma Securities, LLC | 0.01% | New | 12,160 | $53K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +11.6% | 11,809 | $51K |
| Quadrant Capital Group LLC | 0.00% | Add +464.8% | 11,770 | $51K |
| Envestnet Asset Management Inc. | 0.00% | New | 11,263 | $49K |
| Gabelli Funds LLC | 0.00% | New | 11,000 | $48K |
| Neuberger Berman Group LLC | 0.00% | Reduce -21.8% | 10,647 | $46K |
| Amalgamated Bank | 0.00% | Add +0.3% | 10,418 | $45K |
| Frazier Financial Advisors, LLC | 0.03% | No change | 10,113 | $44K |
| Bahl & Gaynor LLC | 0.00% | No change | 10,000 | $43K |
| Danske Bank A/S | 0.00% | No change | 10,000 | $43K |
| Nisa Investment Advisors, LLC | 0.00% | Add +244.9% | 9,553 | $41K |
| Public Employees Retirement System of Ohio | 0.00% | Add +19.5% | 7,409 | $32K |
| AdvisorNet Financial, Inc | 0.00% | No change | 7,245 | $31K |
| GeoWealth Management, LLC | 0.00% | Reduce -39.6% | 7,097 | $31K |
| Leonteq Securities AG | 0.00% | Reduce -55.3% | 5,503 | $24K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +2675.0% | 5,106 | $22K |
| Lindbrook Capital, LLC | 0.00% | Add +72.3% | 4,760 | $21K |
| Covestor Ltd | 0.01% | Add +0.3% | 3,117 | $13K |
| US Bancorp \de | 0.00% | Add +13.4% | 2,667 | $12K |
| Blue Trust, Inc. | 0.00% | No change | 2,173 | $9K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4654.1% | 1,759 | $8K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,743 | $8K |
| Optiver Holding B.V. | 0.00% | Add +148.5% | 1,583 | $7K |
| Assetmark, Inc. | 0.00% | New | 874 | $4K |
| Parallel Advisors, LLC | 0.00% | Add +371.6% | 830 | $4K |
| True Wealth Design, LLC | 0.00% | New | 764 | $3K |
| Allworth Financial LP | 0.00% | Add +441.4% | 850 | $3K |
| Rothschild Investment LLC | 0.00% | Add +166.7% | 640 | $3K |
| SVB Wealth LLC | 0.00% | New | 629 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +245.3% | 473 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Add +16.1% | 455 | $2K |
| Comerica Bank | 0.00% | Reduce -94.6% | 364 | $2K |
| Sterling Capital Management LLC | 0.00% | No change | 318 | $1K |
| Osaic Holdings, Inc. | 0.00% | Add +15.7% | 310 | $1K |
| Parkside Financial Bank & Trust | 0.00% | New | 290 | $1K |
| SouthState Bank Corp | 0.00% | New | 260 | $1K |
| Bessemer Group Inc. | 0.00% | New | 207 | $1K |
| Midwest Capital Advisors, LLC | 0.00% | No change | 217 | $940 |
| Atala Financial Inc | 0.00% | No change | 200 | $866 |
| Stephens Consulting, LLC | 0.00% | New | 85 | $369 |
| IFP Advisors, Inc | 0.00% | Reduce -69.0% | 53 | $229 |
| CoreCap Advisors, LLC | 0.00% | New | 51 | $221 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 30 | $130 |
| Continuum Advisory, LLC | 0.00% | No change | 17 | $74 |
| HHM Wealth Advisors, LLC | 0.00% | No change | 4 | $18 |
| Quent Capital, LLC | 0.00% | No change | 2 | $9 |
| National Bank of Canada | 0.00% | Reduce -99.9% | 1 | $4 |
"% of holder's portfolio" is AGL's weight in each manager's 13F, not the share of Agilon Health Inc. the manager owns.