Agilon HealthAGL

13F holders, Q2 2025 (June 30)
206holders +6
35new positions
28sold out
7famous investors
$2.30avg. 13F price*

At the end of Q2 2025, 206 institutions reported holding Agilon Health Inc. (AGL) in their 13F filings, up 6 from Q1 2025. 35 opened new positions and 28 sold out. The largest holders were Clayton, Dubilier & Rice, LLC ($230.0M), Morgan Stanley ($131.6M) and Capital World Investors ($104.8M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions35$17.1M
Exits28$5.0M

All 13F filers, Q1 2025 → Q2 2025: 43,202,212 shares bought and 44,556,890 shares sold, net −1,354,678 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 206 holders

Clayton, Dubilier & Rice, LLC 64.37% No change 100,000,000 $230.0M
Morgan Stanley 0.01% Add +10.0% 57,230,405 $131.6M
Capital World Investors 0.02% Reduce -14.7% 45,570,601 $104.8M
FMR LLC 0.01% Add +105.9% 39,320,723 $90.4M
Vanguard Group Inc. 0.00% Add +0.0% 30,299,029 $69.7M
BlackRock, Inc. 0.00% Add +0.1% 24,773,117 $57.0M
Capital International Investors 0.00% Reduce -55.7% 9,892,742 $22.8M
State Street Corp. 0.00% Add +4.0% 7,701,143 $17.7M
Geode Capital Management, LLC 0.00% Add +2.6% 7,156,466 $16.5M
Rock Springs Capital Management LP 0.94% Reduce -5.8% 6,550,400 $15.1M
Rubicon Founders LLC 6.80% Add +1.6% 6,292,396 $14.5M
Goldman Sachs Group Inc. 0.00% Add +11.4% 5,639,380 $13.0M
Charles Schwab Investment Management Inc. 0.00% Add +0.6% 4,970,895 $11.4M
Wellington Management Group LLP 0.00% Reduce -73.4% 3,984,764 $9.2M
Bank of America Corp. 0.00% Add +6.2% 3,833,330 $8.8M
Citadel Advisors 0.01% Reduce -52.9% 3,706,408 $8.5M
Nuveen, LLC 0.00% Reduce -29.3% 2,816,556 $6.5M
Northern Trust Corp. 0.00% Reduce -4.8% 2,708,722 $6.2M
Algert Global LLC 0.11% Add +30.1% 2,205,599 $5.1M
CenterBook Partners LP 0.25% Add +0.5% 1,929,015 $4.4M
Amundi 0.00% Add +20.9% 1,795,595 $4.3M
Jacobs Levy Equity Management, Inc. 0.02% New 1,836,173 $4.2M
Marshall Wace, LLP 0.00% Add +3590.4% 1,484,114 $3.4M
Norges Bank 0.00% New 1,434,200 $3.3M
D. E. Shaw & Co. 0.00% Add +44.2% 1,425,939 $3.3M
Tudor Investment Corporation 0.02% Reduce -10.4% 1,363,627 $3.1M
UBS Group AG 0.00% Reduce -10.8% 1,344,199 $3.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +55.9% 1,210,209 $2.8M
Dimensional Fund Advisors LP 0.00% Add +282.8% 1,193,998 $2.7M
Engineers Gate Manager LP 0.03% Add +63.1% 1,148,970 $2.6M
Deutsche Bank AG 0.00% Reduce -19.9% 950,369 $2.2M
Alliancebernstein L.P. 0.00% Add +16.6% 900,238 $2.1M
Renaissance Technologies 0.00% Reduce -34.2% 850,000 $2.0M
Bank of New York Mellon Corp 0.00% Add +2.1% 824,726 $1.9M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +1028.9% 789,703 $1.8M
Millennium Management 0.00% Reduce -77.3% 788,270 $1.8M
Gsa Capital Partners LLP 0.12% New 754,521 $1.7M
Cubist Systematic Strategies, LLC 0.02% New 750,913 $1.7M
Schonfeld Strategic Advisors LLC 0.01% Add +47.1% 739,860 $1.7M
AQR Capital Management 0.00% Add +40.0% 702,135 $1.6M
Invesco Ltd. 0.00% Reduce -40.3% 688,184 $1.6M
JPMorgan Chase & Co. 0.00% Reduce -58.4% 680,245 $1.6M
Barclays PLC 0.00% Add +42.4% 670,181 $1.5M
Swiss National Bank 0.00% Reduce -2.0% 590,800 $1.4M
American Century Companies Inc. 0.00% Add +255.7% 488,153 $1.1M
Kennedy Capital Management LLC 0.03% New 482,552 $1.1M
Jefferies Financial Group Inc. 0.02% Add +112.5% 476,836 $1.1M
Susquehanna International Group, LLP 0.00% Add +20.8% 463,756 $1.1M
Rhumbline Advisers 0.00% Add +5.3% 463,331 $1.1M
Susquehanna Portfolio Strategies, LLC 0.02% New 407,091 $936K
Russell Investments Group, Ltd. 0.00% Add +275.6% 402,029 $925K
XTX Topco Ltd 0.04% Add +583.2% 400,760 $922K
Caxton Associates LLP 0.02% Add +8.4% 382,868 $881K
Legal & General Group Plc 0.00% Add +4.1% 346,031 $796K
T. Rowe Price Associates Inc. 0.00% Reduce -2.0% 342,815 $790K
Point72 Asset Management 0.00% New 331,628 $763K
Brevan Howard Capital Management LP 0.01% Add +36.7% 325,385 $748K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +50.0% 321,214 $739K
Royal Bank of Canada 0.00% Add +1392.0% 292,038 $672K
California State Teachers Retirement System 0.00% No change 288,324 $663K
Checchi Capital Advisers, LLC 0.04% No change 250,000 $575K
Two Sigma Investments, LP 0.00% Add +200.5% 241,892 $556K
SG Americas Securities, LLC 0.00% Add +60.1% 230,912 $531K
Sei Investments Co. 0.00% Add +517.5% 216,617 $498K
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 216,400 $498K
Caption Management, LLC 0.04% No change 210,000 $483K
Franklin Resources Inc. 0.00% New 206,548 $475K
Mariner, LLC 0.00% Add +52.6% 203,247 $467K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +41.0% 191,249 $440K
MetLife Investment Management, LLC 0.00% Add +0.1% 186,002 $428K
Natixis 0.00% No change 173,023 $398K
Creative Planning 0.00% Add +17.6% 170,969 $393K
State of Wyoming 0.05% Add +31.1% 168,461 $387K
Inspire Investing, LLC 0.04% Add +112.9% 166,741 $384K
Acadian Asset Management LLC 0.00% New 163,835 $372K
STRS Ohio 0.00% No change 160,300 $369K
Verition Fund Management LLC 0.00% New 160,105 $368K
Wells Fargo & Company 0.00% Add +8.0% 159,523 $367K
Blair William & Co. 0.00% Add +9.4% 156,394 $360K
Manufacturers Life Insurance Company, The 0.00% Reduce -1.6% 148,062 $341K
Versor Investments LP 0.06% New 139,300 $320K
Janus Henderson Group PLC 0.00% No change 137,260 $314K
Intech Investment Management LLC 0.00% Add +11.5% 132,771 $305K
Citigroup Inc. 0.00% Reduce -47.0% 129,061 $297K
Wealth Enhancement Advisory Services, LLC 0.00% Add +5.6% 105,324 $256K
Mackenzie Financial Corp. 0.00% Add +427.2% 102,967 $237K
HSBC Holdings PLC 0.00% Reduce -5.1% 101,215 $236K
Simplify Asset Management Inc. 0.01% Reduce -9.8% 100,152 $230K
Atwater Malick LLC 0.07% No change 98,788 $227K
Corient Private Wealth LP 0.00% Add +0.4% 95,359 $219K
Arizona State Retirement System 0.00% Add +1.8% 90,245 $208K
Graham Capital Management, L.P. 0.01% New 89,648 $206K
Balyasny Asset Management L.P. 0.00% Add +122.4% 87,109 $200K
Voya Investment Management LLC 0.00% Add +1.0% 84,881 $195K
State Board of Administration of Florida Retirement System 0.00% No change 83,657 $192K
New York State Common Retirement Fund 0.00% No change 80,600 $185K
Asset Advisors Investment Management, LLC 0.02% New 80,092 $184K
Simplex Trading, LLC 0.00% Reduce -50.7% 70,079 $161K
Police & Firemen's Retirement System of New Jersey 0.00% No change 68,153 $157K
Simplicity Wealth,LLC 0.01% Add +50.6% 64,792 $149K
ProShare Advisors LLC 0.00% Reduce -5.2% 63,293 $146K
KLP Kapitalforvaltning As 0.00% No change 58,500 $135K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 54,590 $126K
Ieq Capital, LLC 0.00% Reduce -43.1% 54,131 $125K
Yarger Wealth Strategies, LLC 0.06% No change 53,966 $124K
Ballentine Partners, LLC 0.00% New 53,627 $123K
Private Advisor Group, LLC 0.00% Add +0.4% 53,468 $123K
Empowered Funds, LLC 0.00% Add +10.0% 52,511 $121K
Walleye Capital LLC 0.00% New 51,820 $119K
Pictet Asset Management Holding SA 0.00% Add +42.2% 51,173 $118K
Voleon Capital Management LP 0.01% Reduce -75.9% 48,780 $112K
Teacher Retirement System of Texas 0.00% Add +4.3% 47,112 $108K
Summit Securities Group LLC 0.04% New 47,000 $108K
WINTON GROUP Ltd 0.01% New 46,140 $106K
Captrust Financial Advisors 0.00% Add +3.2% 42,649 $98K
Bailard, Inc. 0.00% Reduce -0.9% 42,157 $97K
Prudential Financial Inc. 0.00% Add +70.7% 40,880 $94K
BNP Paribas Financial Markets 0.00% Reduce -19.6% 39,851 $92K
US Bancorp \de 0.00% Add +1340.4% 38,416 $88K
Cibc World Markets Corp. 0.00% Reduce -44.4% 38,031 $87K
Cwm, LLC 0.00% Add +3.5% 37,802 $87K
Tower Research Capital LLC (TRC) 0.00% Add +214.0% 37,079 $85K
Victory Capital Management Inc. 0.00% Reduce -1.5% 36,051 $83K
Public Employees Retirement Association of Colorado 0.00% No change 35,279 $81K
Handelsbanken Fonder AB 0.00% Reduce -53.2% 35,100 $81K
WealthBridge Capital Management, LLC 0.02% No change 34,822 $80K
Swisher Financial Concepts, Inc. 0.05% No change 32,550 $75K
Squarepoint Ops LLC 0.00% New 32,281 $74K
Cambridge Investment Research Advisors, Inc. 0.00% No change 31,445 $72K
Symphony Financial Services, Inc. 0.04% Add +34.8% 31,000 $71K
Signaturefd, LLC 0.00% Add +65.1% 30,479 $70K
Ameritas Investment Partners, Inc. 0.00% No change 30,224 $70K
Jane Street Group, LLC 0.00% New 29,598 $68K
Cerity Partners LLC 0.00% Reduce -31.4% 29,572 $68K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Reduce -24.4% 29,400 $68K
Pines Wealth Management, LLC 0.02% No change 26,750 $65K
Sequoia Financial Advisors, LLC 0.00% Add +0.0% 27,555 $63K
EntryPoint Capital, LLC 0.03% Reduce -78.3% 25,842 $59K
PDS Planning, Inc 0.00% Add +3.4% 25,470 $59K
Susquehanna Fundamental Investments, LLC 0.00% Reduce -92.0% 24,835 $57K
First Citizens Bank & Trust Co. 0.00% No change 24,117 $55K
Xponance LLC 0.00% Add +0.1% 23,680 $54K
Principal Financial Group Inc. 0.00% Reduce -10.9% 21,952 $50K
Huntington National Bank 0.00% No change 21,900 $50K
State of Wisconsin Investment Board 0.00% Reduce -32.4% 21,405 $49K
Wedbush Securities Inc. 0.00% No change 20,710 $48K
Dynamic Technology Lab Private Ltd 0.01% Reduce -58.9% 19,372 $45K
Avestar Capital, LLC 0.00% No change 19,530 $45K
Ridgecrest Wealth Partners, LLC 0.02% Add +26.7% 19,000 $44K
Acropolis Investment Management, LLC 0.00% New 19,000 $44K
Root Financial Partners, LLC 0.00% Reduce -66.2% 18,477 $42K
Everhart Financial Group, Inc. 0.00% No change 18,251 $42K
Summit Financial Strategies, Inc. 0.00% No change 16,569 $38K
Los Angeles Capital Management LLC 0.00% Reduce -87.6% 16,223 $37K
111 Capital 0.01% New 15,619 $36K
Quadrant Capital Group LLC 0.00% Add +24.3% 14,627 $34K
G2 Capital Management, LLC / Oh 0.01% No change 13,900 $32K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.05% New 13,500 $31K
Hamilton Capital, LLC 0.00% No change 13,420 $31K
Point72 (DIFC) Ltd 0.00% New 13,335 $31K
Canada Pension Plan Investment Board 0.00% Reduce -75.2% 13,300 $31K
CIBC Asset Management Inc 0.00% No change 12,911 $30K
Envestnet Asset Management Inc. 0.00% Add +5.8% 11,913 $27K
ExodusPoint Capital Management, LP 0.00% New 11,650 $27K
Wolverine Trading, LLC 0.00% New 10,752 $25K
Catalyst Funds Management Pty Ltd 0.01% New 10,600 $24K
Integrated Wealth Concepts LLC 0.00% New 10,517 $24K
Amalgamated Bank 0.00% No change 10,418 $24K
Danske Bank A/S 0.00% No change 10,000 $23K
Bahl & Gaynor LLC 0.00% No change 10,000 $23K
Public Employees Retirement System of Ohio 0.00% Add +20.4% 8,923 $21K
AdvisorNet Financial, Inc 0.00% No change 7,245 $17K
EverSource Wealth Advisors, LLC 0.00% Add +1333.6% 6,781 $16K
Osaic Holdings, Inc. 0.00% Add +1867.7% 6,100 $14K
Raymond James Financial Inc. 0.00% Reduce -65.0% 6,010 $14K
Leonteq Securities AG 0.00% No change 5,503 $13K
Caitong International Asset Management Co., Ltd 0.01% New 5,141 $12K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 5,106 $12K
Westside Investment Management, Inc. 0.00% New 3,404 $8K
Nisa Investment Advisors, LLC 0.00% Reduce -66.4% 3,214 $7K
Optiver Holding B.V. 0.00% Add +99.2% 3,153 $7K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 3,164 $7K
Parallel Advisors, LLC 0.00% Add +211.6% 2,586 $6K
Blue Trust, Inc. 0.00% No change 2,173 $5K
Covestor Ltd 0.00% Reduce -45.1% 1,712 $4K
Allworth Financial LP 0.00% Add +79.2% 1,523 $4K
Frazier Financial Advisors, LLC 0.00% Reduce -89.0% 1,113 $3K
PNC Financial Services Group, Inc. 0.00% Reduce -36.9% 1,110 $3K
Sterling Capital Management LLC 0.00% Add +126.1% 719 $2K
J.Safra Asset Management Corp 0.00% New 677 $2K
Rothschild Investment LLC 0.00% Add +3.1% 660 $2K
IFP Advisors, Inc 0.00% Add +947.2% 555 $1K
SBI Securities Co., Ltd. 0.00% Add +14.7% 522 $1K
Assetmark, Inc. 0.00% Reduce -57.5% 371 $853
Parkside Financial Bank & Trust 0.00% No change 290 $667
CoreCap Advisors, LLC 0.00% Add +329.4% 219 $504
Midwest Capital Advisors, LLC 0.00% No change 217 $499
Physician Wealth Advisors, Inc. 0.00% New 172 $396
Comerica Bank 0.00% Reduce -73.6% 96 $221
GAMMA Investing LLC 0.00% New 41 $94
True Wealth Design, LLC 0.00% Reduce -94.8% 40 $92
Prestige Wealth Management Group LLC 0.00% No change 30 $69
Farther Finance Advisors, LLC 0.00% New 21 $48
HHM Wealth Advisors, LLC 0.00% No change 4 $10
National Bank of Canada 0.00% No change 1 $2
Bessemer Group Inc. 0.00% No change 207 $0

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