Agilon HealthAGL

13F holders, Q3 2025 (September 30)
190holders −16
28new positions
43sold out
7famous investors
$1.03avg. 13F price*

At the end of Q3 2025, 190 institutions reported holding Agilon Health Inc. (AGL) in their 13F filings, down 16 from Q2 2025. 28 opened new positions and 43 sold out. The largest holders were Clayton, Dubilier & Rice, LLC ($103.0M), Morgan Stanley ($61.2M) and North Peak Capital Management, LLC ($35.5M). 7 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions28$37.3M
Exits43$35.2M

All 13F filers, Q2 2025 → Q3 2025: 74,247,782 shares bought and 90,459,094 shares sold, net −16,211,312 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 190 holders

Clayton, Dubilier & Rice, LLC 15.22% No change 100,000,000 $103.0M
Morgan Stanley 0.00% Add +3.8% 59,384,795 $61.2M
North Peak Capital Management, LLC 4.03% New 34,424,477 $35.5M
Vanguard Group Inc. 0.00% Reduce -19.8% 24,292,603 $25.0M
BlackRock, Inc. 0.00% Reduce -2.3% 24,197,634 $24.9M
FMR LLC 0.00% Reduce -60.2% 15,645,831 $16.1M
CenterBook Partners LP 0.58% Add +492.4% 11,428,027 $11.8M
D. E. Shaw & Co. 0.01% Add +600.9% 9,993,871 $10.3M
Capital World Investors 0.00% Reduce -81.7% 8,364,227 $8.6M
Capital International Investors 0.00% Reduce -16.8% 8,232,209 $8.5M
State Street Corp. 0.00% Add +0.1% 7,707,516 $7.9M
Geode Capital Management, LLC 0.00% Reduce -0.2% 7,142,423 $7.4M
Rock Springs Capital Management LP 0.42% Add +6.3% 6,966,300 $7.2M
Goldman Sachs Group Inc. 0.00% Add +20.1% 6,771,284 $7.0M
Rubicon Founders LLC 3.25% No change 6,292,396 $6.5M
Charles Schwab Investment Management Inc. 0.00% Add +23.2% 6,125,568 $6.3M
Bank of America Corp. 0.00% Add +41.3% 5,414,614 $5.6M
Citadel Advisors 0.00% Add +4.0% 3,856,211 $4.0M
Jacobs Levy Equity Management, Inc. 0.01% Add +68.8% 3,099,850 $3.2M
Nuveen, LLC 0.00% Add +8.8% 3,065,008 $3.2M
Millennium Management 0.00% Add +280.4% 2,998,838 $3.1M
Voleon Capital Management LP 0.07% Add +5519.2% 2,741,039 $2.8M
Northern Trust Corp. 0.00% Reduce -2.2% 2,649,258 $2.7M
JPMorgan Chase & Co. 0.00% Add +209.5% 2,105,297 $2.2M
Jane Street Group, LLC 0.00% Add +6184.3% 1,860,037 $1.9M
Renaissance Technologies 0.00% Add +71.7% 1,459,600 $1.5M
BNP Paribas Financial Markets 0.00% Add +3358.2% 1,378,133 $1.4M
UBS Group AG 0.00% Reduce -28.0% 968,230 $997K
Bank of New York Mellon Corp 0.00% Add +3.2% 851,374 $877K
Tudor Investment Corporation 0.01% Reduce -40.9% 805,756 $830K
Invesco Ltd. 0.00% Add +11.6% 768,315 $791K
Engineers Gate Manager LP 0.01% Reduce -35.5% 740,498 $763K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -39.1% 736,998 $759K
Deutsche Bank AG 0.00% Reduce -22.8% 733,882 $756K
AQR Capital Management 0.00% Add +0.5% 705,930 $727K
Swiss National Bank 0.00% No change 590,800 $609K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -30.7% 547,045 $563K
Susquehanna Portfolio Strategies, LLC 0.01% Add +31.7% 535,975 $552K
XTX Topco Ltd 0.03% Add +26.3% 506,171 $521K
Barclays PLC 0.00% Reduce -26.7% 491,135 $506K
Rhumbline Advisers 0.00% Reduce -0.3% 461,850 $476K
Dimensional Fund Advisors LP 0.00% Reduce -64.2% 427,996 $442K
Inspire Investing, LLC 0.04% Add +156.5% 427,711 $441K
Numerai GP LLC 0.06% New 399,599 $412K
Quantbot Technologies LP 0.01% New 369,876 $381K
Point72 Asset Management 0.00% Add +11.1% 368,262 $379K
Alliancebernstein L.P. 0.00% Reduce -62.7% 335,900 $346K
Legal & General Group Plc 0.00% Reduce -3.0% 335,743 $345K
Graham Capital Management, L.P. 0.02% Add +265.9% 327,973 $338K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +0.1% 321,522 $331K
STRS Ohio 0.00% Add +94.0% 311,000 $320K
Balyasny Asset Management L.P. 0.00% Add +236.9% 293,462 $302K
SG Americas Securities, LLC 0.00% Add +27.1% 293,417 $302K
California State Teachers Retirement System 0.00% Add +0.0% 288,338 $297K
Russell Investments Group, Ltd. 0.00% Reduce -37.4% 251,715 $259K
Checchi Capital Advisers, LLC 0.02% No change 250,000 $258K
State of Wyoming 0.03% Add +29.5% 218,092 $225K
Atwood & Palmer Inc. 0.01% New 210,000 $216K
T. Rowe Price Associates Inc. 0.00% Reduce -39.2% 208,551 $215K
Wells Fargo & Company 0.00% Add +18.9% 189,703 $195K
Canada Pension Plan Investment Board 0.00% Add +1302.3% 186,500 $192K
Natixis 0.00% No change 173,023 $178K
Verition Fund Management LLC 0.00% Reduce -0.4% 159,424 $164K
MetLife Investment Management, LLC 0.00% Reduce -15.9% 156,447 $161K
Quadrature Capital Ltd 0.00% New 153,887 $158K
Creative Planning 0.00% Reduce -12.0% 150,467 $155K
Janus Henderson Group PLC 0.00% No change 137,260 $141K
Sei Investments Co. 0.00% Reduce -37.6% 135,126 $139K
Intech Investment Management LLC 0.00% Reduce -0.3% 132,317 $136K
MYDA Advisors LLC 0.04% New 120,000 $124K
Simplify Asset Management Inc. 0.00% Add +13.8% 113,976 $117K
Manufacturers Life Insurance Company, The 0.00% Reduce -28.5% 105,894 $109K
Atwater Malick LLC 0.03% No change 98,788 $102K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -49.6% 96,344 $99K
Susquehanna International Group, LLP 0.00% Reduce -79.4% 95,578 $98K
Corient Private Wealth LP 0.00% Reduce -0.4% 94,935 $98K
Arizona State Retirement System 0.00% Add +1.8% 91,870 $95K
Simplex Trading, LLC 0.00% Add +29.7% 90,893 $93K
Point72 Asia (Singapore) Pte. Ltd. 0.01% New 89,268 $92K
Y-Intercept (Hong Kong) Ltd 0.00% New 87,167 $90K
Police & Firemen's Retirement System of New Jersey 0.00% Add +25.2% 85,310 $88K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -22.5% 81,616 $87K
State Board of Administration of Florida Retirement System 0.00% No change 83,657 $86K
New York State Common Retirement Fund 0.00% No change 80,600 $83K
Apollon Wealth Management, LLC 0.00% New 70,155 $72K
Brevan Howard Capital Management LP 0.00% Reduce -79.2% 67,844 $70K
HSBC Holdings PLC 0.00% Reduce -37.8% 62,924 $67K
KLP Kapitalforvaltning As 0.00% No change 58,500 $60K
Voya Investment Management LLC 0.00% Reduce -33.2% 56,730 $58K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 54,590 $56K
Yarger Wealth Strategies, LLC 0.03% No change 53,966 $56K
Private Advisor Group, LLC 0.00% No change 53,468 $55K
ProShare Advisors LLC 0.00% Reduce -16.6% 52,778 $54K
Pictet Asset Management Holding SA 0.00% No change 51,173 $53K
Point72 (DIFC) Ltd 0.00% Add +262.7% 48,367 $50K
Symphony Financial Services, Inc. 0.03% Add +51.6% 47,000 $48K
Mariner, LLC 0.00% Reduce -78.1% 44,535 $46K
McAdam, LLC 0.00% New 43,732 $45K
Simplicity Wealth,LLC 0.00% Reduce -33.2% 43,289 $45K
Empowered Funds, LLC 0.00% Reduce -17.9% 43,133 $44K
Acropolis Investment Management, LLC 0.00% No change 19,000 $44K
Bailard, Inc. 0.00% No change 42,157 $43K
Prudential Financial Inc. 0.00% No change 40,880 $42K
Two Sigma Securities, LLC 0.01% New 40,785 $42K
Teacher Retirement System of Texas 0.00% Reduce -15.6% 39,771 $41K
Independent Advisor Alliance 0.00% New 37,534 $39K
Citigroup Inc. 0.00% Reduce -71.9% 36,254 $37K
Pilgrim Partners Asia Pte Ltd 0.02% — 36,000 $37K
Wolverine Trading, LLC 0.00% Add +203.2% 32,599 $36K
Victory Capital Management Inc. 0.00% Reduce -2.9% 35,021 $36K
Public Employees Retirement Association of Colorado 0.00% No change 35,279 $36K
Handelsbanken Fonder AB 0.00% No change 35,100 $36K
WealthBridge Capital Management, LLC 0.01% No change 34,822 $36K
Tower Research Capital LLC (TRC) 0.00% Reduce -7.1% 34,452 $35K
Captrust Financial Advisors 0.00% Reduce -20.0% 34,138 $35K
CIBC Bancorp USA Inc. 0.00% — 32,903 $34K
Swisher Financial Concepts, Inc. 0.02% No change 32,550 $34K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.3% 31,363 $32K
Ameritas Investment Partners, Inc. 0.00% No change 30,224 $31K
Blueshift Asset Management, LLC 0.01% New 28,199 $29K
State of Wisconsin Investment Board 0.00% Add +30.6% 27,959 $29K
Sequoia Financial Advisors, LLC 0.00% Add +0.3% 27,629 $28K
Wealthcare Advisory Partners LLC 0.00% New 25,336 $26K
Susquehanna Fundamental Investments, LLC 0.00% No change 24,835 $26K
First Citizens Bank & Trust Co. 0.00% No change 24,117 $25K
Xponance LLC 0.00% Add +1.3% 23,985 $25K
Principal Financial Group Inc. 0.00% Add +7.5% 23,601 $24K
Dynamic Technology Lab Private Ltd 0.00% Add +11.4% 21,583 $23K
Acadian Asset Management LLC 0.00% Reduce -86.0% 22,937 $23K
PDS Planning, Inc 0.00% Reduce -12.7% 22,231 $23K
Huntington National Bank 0.00% No change 21,900 $23K
NorthCoast Asset Management LLC 0.00% New 21,208 $22K
Wedbush Securities Inc. 0.00% No change 20,710 $21K
GTS Securities LLC 0.00% New 20,106 $21K
Mackenzie Financial Corp. 0.00% Reduce -81.0% 19,531 $20K
Avestar Capital, LLC 0.00% No change 19,530 $20K
Squarepoint Ops LLC 0.00% Reduce -42.5% 18,570 $19K
Root Financial Partners, LLC 0.00% No change 18,477 $19K
Everhart Financial Group, Inc. 0.00% No change 18,251 $19K
Swiss Life Asset Management Ltd 0.00% New 16,743 $17K
Summit Financial Strategies, Inc. 0.00% No change 16,569 $17K
Jump Financial, LLC 0.00% New 16,285 $17K
Ieq Capital, LLC 0.00% Reduce -71.5% 15,424 $16K
Virtu Financial LLC 0.00% New 14,338 $15K
Walleye Capital LLC 0.00% Reduce -72.9% 14,063 $14K
LPL Financial LLC 0.00% New 14,055 $14K
G2 Capital Management, LLC / Oh 0.00% No change 13,900 $14K
CIBC Asset Management Inc 0.00% No change 12,911 $13K
Neuberger Berman Group LLC 0.00% New 12,162 $13K
Ausdal Financial Partners, Inc. 0.00% New 12,138 $13K
Public Employees Retirement System of Ohio 0.00% Add +35.4% 12,081 $12K
Aquatic Capital Management LLC 0.00% New 11,419 $12K
Signaturefd, LLC 0.00% Reduce -64.0% 10,984 $11K
Amalgamated Bank 0.00% No change 10,418 $11K
Royal Bank of Canada 0.00% Reduce -96.2% 11,032 $11K
Citizens Financial Group Inc. 0.00% New 10,651 $11K
Bahl & Gaynor LLC 0.00% No change 10,000 $10K
Danske Bank A/S 0.00% No change 10,000 $10K
Cwm, LLC 0.00% Reduce -76.6% 8,846 $9K
Osaic Holdings, Inc. 0.00% Add +18.6% 7,237 $9K
Point72 Europe (London) LLP 0.00% New 7,829 $8K
Parallel Advisors, LLC 0.00% Add +201.8% 7,805 $8K
AdvisorNet Financial, Inc 0.00% No change 7,245 $7K
EverSource Wealth Advisors, LLC 0.00% Reduce -9.6% 6,127 $6K
Leonteq Securities AG 0.00% No change 5,503 $6K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 5,106 $5K
Covestor Ltd 0.00% Add +194.0% 5,033 $5K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +62.2% 5,132 $5K
Optiver Holding B.V. 0.00% Reduce -7.6% 2,912 $3K
Nisa Investment Advisors, LLC 0.00% Reduce -26.3% 2,370 $2K
Blue Trust, Inc. 0.00% No change 2,173 $2K
Quent Capital, LLC 0.00% New 2,081 $2K
PNC Financial Services Group, Inc. 0.00% Add +37.1% 1,522 $2K
Arax Advisory Partners 0.00% New 1,303 $1K
Frazier Financial Advisors, LLC 0.00% No change 1,113 $1K
Clayton Financial Group LLC 0.00% New 1,000 $1K
Allworth Financial LP 0.00% Reduce -39.3% 924 $952
Sterling Capital Management LLC 0.00% Add +4.0% 748 $770
Physician Wealth Advisors, Inc. 0.00% Add +302.9% 693 $714
SBI Securities Co., Ltd. 0.00% Add +12.4% 587 $605
Quadrant Capital Group LLC 0.00% Reduce -97.1% 427 $440
Rothschild Investment LLC 0.00% Reduce -65.2% 230 $237
Midwest Capital Advisors, LLC 0.00% No change 217 $224
Caitong International Asset Management Co., Ltd 0.00% Reduce -98.0% 105 $108
Comerica Bank 0.00% No change 96 $99
Farther Finance Advisors, LLC 0.00% Add +209.5% 65 $67
IFP Advisors, Inc 0.00% Reduce -88.5% 64 $66
Prestige Wealth Management Group LLC 0.00% No change 30 $31
HHM Wealth Advisors, LLC 0.00% No change 4 $5
Bessemer Group Inc. 0.00% Add +93.7% 401 $0

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