Agilon HealthAGL

13F holders, Q4 2025 (December 31)
196holders +6
49new positions
44sold out
6famous investors
$0.69avg. 13F price*

At the end of Q4 2025, 196 institutions reported holding Agilon Health Inc. (AGL) in their 13F filings, up 6 from Q3 2025. 49 opened new positions and 44 sold out. The largest holders were Clayton, Dubilier & Rice, LLC ($69.0M), Morgan Stanley ($37.1M) and North Peak Capital Management, LLC ($26.3M). 6 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions49$5.8M
Exits44$13.8M

All 13F filers, Q3 2025 → Q4 2025: 57,174,566 shares bought and 67,562,367 shares sold, net −10,387,801 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 196 holders

Clayton, Dubilier & Rice, LLC 11.60% No change 100,000,000 $69.0M
Morgan Stanley 0.00% Reduce -9.3% 53,877,223 $37.1M
North Peak Capital Management, LLC 2.88% Add +10.8% 38,139,937 $26.3M
BlackRock, Inc. 0.00% Reduce -6.5% 22,615,061 $15.6M
D. E. Shaw & Co. 0.01% Add +103.2% 20,311,334 $14.0M
Goldman Sachs Group Inc. 0.00% Add +196.2% 20,055,214 $13.8M
Vanguard Group Inc. 0.00% Reduce -24.6% 18,321,808 $12.6M
AQR Capital Management 0.00% Add +1346.6% 10,211,767 $7.0M
Capital World Investors 0.00% No change 8,364,227 $5.8M
Charles Schwab Investment Management Inc. 0.00% Add +30.9% 8,019,002 $5.5M
Geode Capital Management, LLC 0.00% Add +0.5% 7,177,477 $4.9M
CenterBook Partners LP 0.24% Reduce -38.6% 7,021,522 $4.8M
Rock Springs Capital Management LP 0.23% Reduce -6.7% 6,500,000 $4.5M
State Street Corp. 0.00% Reduce -18.0% 6,318,625 $4.4M
Rubicon Founders LLC 2.63% No change 6,292,396 $4.3M
Jacobs Levy Equity Management, Inc. 0.01% Add +30.3% 4,037,979 $2.8M
UBS Group AG 0.00% Add +250.7% 3,395,366 $2.3M
FMR LLC 0.00% Reduce -81.6% 2,882,933 $2.0M
Renaissance Technologies 0.00% Add +62.4% 2,371,037 $1.6M
Northern Trust Corp. 0.00% Reduce -13.7% 2,286,186 $1.6M
Gsa Capital Partners LLP 0.12% New 2,044,795 $1.4M
Amundi 0.00% New 1,969,309 $1.4M
Citadel Advisors 0.00% Reduce -67.8% 1,240,086 $854K
Numerai GP LLC 0.10% Add +207.3% 1,228,071 $846K
Two Sigma Advisers, LP 0.00% New 1,114,200 $767K
Two Sigma Investments, LP 0.00% New 1,108,391 $763K
Canada Pension Plan Investment Board 0.00% Add +484.4% 1,090,000 $751K
Invesco Ltd. 0.00% Add +30.7% 1,004,266 $692K
Ieq Capital, LLC 0.00% Add +6402.9% 1,002,999 $691K
Bank of New York Mellon Corp 0.00% Reduce -1.7% 836,611 $576K
Tudor Investment Corporation 0.00% No change 805,756 $555K
Nuveen, LLC 0.00% Reduce -74.0% 795,879 $548K
Deutsche Bank AG 0.00% Reduce -4.5% 701,229 $484K
Inspire Investing, LLC 0.04% Add +62.7% 695,929 $479K
HRT Financial LP 0.00% New 565,176 $389K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -1.3% 540,139 $372K
Barclays PLC 0.00% Add +7.6% 528,613 $364K
JPMorgan Chase & Co. 0.00% Reduce -76.6% 491,939 $339K
Millennium Management 0.00% Reduce -85.0% 451,275 $311K
Acadian Asset Management LLC 0.00% Add +1800.3% 435,874 $298K
Susquehanna International Group, LLP 0.00% Add +331.1% 412,083 $284K
Cerity Partners LLC 0.00% New 402,931 $277K
Cwm, LLC 0.00% Add +4319.6% 390,958 $269K
Wealth Enhancement Advisory Services, LLC 0.00% Add +296.5% 323,616 $267K
Rhumbline Advisers 0.00% Reduce -20.1% 369,081 $254K
State of Wyoming 0.03% Add +64.9% 359,664 $248K
Wells Fargo & Company 0.00% Add +78.0% 337,624 $233K
Alliancebernstein L.P. 0.00% Reduce -2.5% 327,600 $226K
Dimensional Fund Advisors LP 0.00% Reduce -26.1% 316,470 $218K
STRS Ohio 0.00% No change 311,000 $214K
Bank of America Corp. 0.00% Reduce -94.8% 283,243 $195K
SG Americas Securities, LLC 0.00% Reduce -8.9% 267,255 $184K
Checchi Capital Advisers, LLC 0.01% No change 250,000 $172K
Mariner, LLC 0.00% Add +435.6% 238,513 $166K
Russell Investments Group, Ltd. 0.00% Reduce -5.9% 236,878 $163K
Simplify Asset Management Inc. 0.00% Add +92.0% 218,810 $151K
Atwood & Palmer Inc. 0.01% No change 210,000 $145K
Y-Intercept (Hong Kong) Ltd 0.00% Add +129.2% 199,782 $138K
Atwater Malick LLC 0.04% Add +100.0% 197,576 $136K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -45.7% 174,505 $120K
T. Rowe Price Associates Inc. 0.00% Reduce -19.9% 166,951 $114K
Balyasny Asset Management L.P. 0.00% Reduce -46.9% 155,783 $107K
Verition Fund Management LLC 0.00% Reduce -2.5% 155,359 $107K
Marshall Wace, LLP 0.00% New 139,836 $96K
Odyssean, LLC 0.07% — 139,589 $96K
Captrust Financial Advisors 0.00% Add +289.7% 133,051 $92K
Intech Investment Management LLC 0.00% No change 132,317 $91K
Mercer Global Advisors Inc. 0.00% New 124,958 $86K
Alpine Global Management, LLC 0.02% New 121,654 $84K
Simplex Trading, LLC 0.00% Add +25.0% 113,651 $78K
Susquehanna Portfolio Strategies, LLC 0.00% Reduce -79.3% 110,665 $76K
Creative Planning 0.00% Reduce -28.2% 107,994 $74K
Engineers Gate Manager LP 0.00% Reduce -85.4% 107,953 $74K
BNP Paribas Financial Markets 0.00% Reduce -92.3% 105,853 $73K
Manufacturers Life Insurance Company, The 0.00% Reduce -7.1% 98,369 $68K
Corient Private Wealth LP 0.00% Add +0.3% 95,188 $66K
Pallas Capital Advisors LLC 0.00% New 85,814 $59K
Police & Firemen's Retirement System of New Jersey 0.00% No change 85,310 $59K
Two Sigma Securities, LLC 0.01% Add +106.0% 83,996 $58K
State Board of Administration of Florida Retirement System 0.00% No change 83,657 $58K
MetLife Investment Management, LLC 0.00% Reduce -47.1% 82,790 $57K
Apollon Wealth Management, LLC 0.00% Add +17.4% 82,348 $57K
New York State Common Retirement Fund 0.00% No change 80,600 $56K
Quantbot Technologies LP 0.00% Reduce -78.8% 78,260 $54K
Focus Partners Advisor Solutions, LLC 0.00% New 77,099 $53K
Krilogy Financial LLC 0.00% New 48,942 $46K
HSBC Holdings PLC 0.00% Reduce -0.1% 62,885 $44K
Focus Partners Wealth 0.00% New 62,920 $43K
Voya Investment Management LLC 0.00% No change 56,730 $39K
ProShare Advisors LLC 0.00% Add +6.6% 56,264 $39K
Graham Capital Management, L.P. 0.00% Reduce -83.9% 52,803 $36K
Private Advisor Group, LLC 0.00% Reduce -2.6% 52,092 $36K
Merit Financial Group, LLC 0.00% New 50,959 $35K
MYDA Advisors LLC 0.01% Reduce -58.3% 50,000 $34K
Legal & General Group Plc 0.00% Reduce -85.7% 47,943 $33K
Symphony Financial Services, Inc. 0.02% Reduce -0.7% 46,650 $32K
XTX Topco Ltd 0.00% Reduce -91.2% 44,531 $31K
LPL Financial LLC 0.00% Add +213.4% 44,055 $30K
Empowered Funds, LLC 0.00% No change 43,133 $30K
Bailard, Inc. 0.00% No change 42,157 $29K
Raymond James Financial Inc. 0.00% New 36,010 $25K
Victory Capital Management Inc. 0.00% Add +0.2% 35,097 $24K
Acropolis Investment Management, LLC 0.00% Add +84.2% 35,000 $24K
WealthBridge Capital Management, LLC 0.01% No change 34,822 $24K
Integrated Wealth Concepts LLC 0.00% New 32,849 $23K
Swisher Financial Concepts, Inc. 0.01% No change 32,550 $22K
McAdam, LLC 0.00% Reduce -29.4% 30,895 $21K
NINE MASTS CAPITAL Ltd 0.00% New 30,517 $21K
Caerus Investment Advisors, LLC 0.01% New 30,278 $21K
Ameritas Investment Partners, Inc. 0.00% No change 30,224 $21K
Yarger Wealth Strategies, LLC 0.01% Reduce -46.7% 28,788 $20K
Sequoia Financial Advisors, LLC 0.00% Add +0.7% 27,814 $19K
EverSource Wealth Advisors, LLC 0.00% Add +350.6% 27,610 $19K
Tower Research Capital LLC (TRC) 0.00% Reduce -23.1% 26,503 $18K
Vise Technologies, Inc. 0.00% New 25,433 $18K
Sei Investments Co. 0.00% Reduce -81.3% 25,315 $17K
Osaic Holdings, Inc. 0.00% Add +246.8% 25,100 $17K
ACT Advisors, LLC. 0.01% New 24,602 $17K
Xponance LLC 0.00% Add +1.3% 24,287 $17K
First Citizens Bank & Trust Co. 0.00% No change 24,117 $17K
NorthCrest Asset Manangement, LLC 0.00% New 23,636 $16K
waypoint wealth counsel 0.01% New 23,760 $16K
Waddell & Associates, LLC 0.00% New 23,357 $16K
Sagewood Asset Management LP 0.01% — 22,949 $16K
Simplicity Wealth,LLC 0.00% Reduce -48.9% 22,108 $15K
SmartHarvest Portfolios, LLC 0.01% — 21,989 $15K
Huntington National Bank 0.00% No change 21,900 $15K
Jane Street Group, LLC 0.00% Reduce -98.9% 21,257 $15K
PDS Planning, Inc 0.00% Reduce -5.0% 21,114 $15K
Chicago Partners Investment Group LLC 0.00% New 14,381 $14K
Cibc World Markets Corp. 0.00% — 20,420 $14K
Wedbush Securities Inc. 0.00% No change 20,710 $14K
Mackenzie Financial Corp. 0.00% No change 19,531 $14K
Evolve Private Wealth, LLC 0.00% — 19,661 $14K
Prudential Financial Inc. 0.00% Reduce -52.0% 19,610 $14K
Avestar Capital, LLC 0.00% No change 19,530 $13K
Arkadios Wealth Advisors 0.00% New 19,483 $13K
California State Teachers Retirement System 0.00% Reduce -93.4% 19,011 $13K
Royal Bank of Canada 0.00% Add +65.5% 18,264 $13K
Wealthcare Capital Partners, LLC 0.01% New 18,349 $13K
Public Employees Retirement System of Ohio 0.00% Add +51.8% 18,342 $13K
Poinciana Advisors Group, LLC 0.01% New 18,301 $13K
Everhart Financial Group, Inc. 0.00% No change 18,251 $13K
Principal Financial Group Inc. 0.00% Reduce -22.8% 18,230 $13K
Root Financial Partners, LLC 0.00% Reduce -3.6% 17,804 $12K
Natural Investments, LLC 0.00% New 18,796 $12K
Parcion Private Wealth LLC 0.00% New 17,129 $12K
Wealthcare Advisory Partners LLC 0.00% Reduce -32.9% 17,006 $12K
Abel Hall, LLC 0.00% New 16,921 $12K
Waverly Advisors, LLC 0.00% New 15,699 $11K
Kera Capital Partners, Inc. 0.00% New 12,146 $10K
Catalyst Funds Management Pty Ltd 0.00% New 14,400 $10K
Kaufman Rossin Wealth, LLC 0.00% New 13,776 $9K
Hamilton Capital, LLC 0.00% — 13,420 $9K
Neuberger Berman Group LLC 0.00% Add +6.9% 12,996 $9K
CIBC Asset Management Inc 0.00% No change 12,911 $9K
Brookstone Capital Management 0.00% New 12,227 $8K
Evoke Wealth, LLC 0.00% New 11,157 $8K
HB Wealth Management, LLC 0.00% New 10,511 $7K
Quotient Wealth Partners, LLC 0.00% New 10,379 $7K
Tidal Investments LLC 0.00% New 10,178 $7K
Amalgamated Bank 0.00% Reduce -6.9% 9,697 $7K
Danske Bank A/S 0.00% No change 10,000 $7K
Bahl & Gaynor LLC 0.00% No change 10,000 $7K
QTR Family Wealth, LLC 0.00% New 14,778 $7K
Citigroup Inc. 0.00% Reduce -76.3% 8,584 $6K
IFP Advisors, Inc 0.00% Add +12020.3% 7,757 $5K
Allworth Financial LP 0.00% Add +594.2% 6,414 $4K
True Wealth Design, LLC 0.00% New 6,337 $4K
Optiver Holding B.V. 0.00% Add +88.7% 5,496 $4K
Covestor Ltd 0.00% Add +0.3% 5,048 $3K
Farther Finance Advisors, LLC 0.00% Add +5095.4% 3,377 $2K
GAMMA Investing LLC 0.00% New 3,242 $2K
Rothschild Investment LLC 0.00% Add +928.7% 2,366 $2K
Midwest Capital Advisors, LLC 0.00% Add +987.6% 2,360 $2K
Blue Trust, Inc. 0.00% No change 2,173 $1K
Sterling Capital Management LLC 0.00% Add +168.3% 2,007 $1K
Frazier Financial Advisors, LLC 0.00% No change 1,113 $767
Clayton Financial Group LLC 0.00% No change 1,000 $689
Leonteq Securities AG 0.00% Reduce -86.5% 743 $512
PNC Financial Services Group, Inc. 0.00% Reduce -52.7% 720 $496
Signaturefd, LLC 0.00% Reduce -94.4% 615 $424
MAI Capital Management 0.00% New 449 $310
SBI Securities Co., Ltd. 0.00% Reduce -38.3% 362 $249
SJS Investment Consulting Inc. 0.00% New 253 $175
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -100.0% 137 $94
CoreCap Advisors, LLC 0.00% New 123 $85
Caitong International Asset Management Co., Ltd 0.00% Add +0.9% 106 $73
Comerica Bank 0.00% No change 96 $66
Arax Advisory Partners 0.00% Reduce -96.0% 52 $36
Clearstead Advisors, LLC 0.00% New 48 $34
Global Retirement Partners, LLC 0.00% New 49 $34
Prestige Wealth Management Group LLC 0.00% No change 30 $21
HHM Wealth Advisors, LLC 0.00% No change 4 $3
SageView Advisory Group, LLC 0.00% New 4 $3
Dunhill Financial, LLC 0.00% New 5 $3

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