Agilon HealthAGL

13F holders, Q1 2025 (March 31)
200holders +13
35new positions
25sold out
6famous investors
$4.48avg. 13F price*

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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions35$42.4M
Exits25$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.