Agilon HealthAGL
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 178 institutions reported holding Agilon Health Inc. (AGL) in their 13F filings, up 83 from Q1 2026. 94 opened new positions and 10 sold out. The largest holders were Clayton, Dubilier & Rice, LLC ($428.7M), Morgan Stanley ($215.6M) and North Peak Capital Management, LLC ($159.2M). 8 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Agilon Health Inc.
- CUSIP
- 00857U206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 94 | $219.0M |
| Exits | 10 | $658K |
All 13F filers, Q1 2026 → Q2 2026: 3,107,353 shares bought and 2,097,682 shares sold, net +1,009,671 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 178 holders
| Clayton, Dubilier & Rice, LLC | 47.90% | No change | 4,000,000 | $428.7M |
| Morgan Stanley | 0.01% | Reduce -4.2% | 2,011,196 | $215.6M |
| North Peak Capital Management, LLC | 17.69% | Reduce -3.9% | 1,485,066 | $159.2M |
| BlackRock, Inc. | 0.00% | Add +31.3% | 1,146,520 | $122.9M |
| AQR Capital Management | 0.03% | Reduce -29.0% | 692,541 | $74.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -35.3% | 686,792 | $73.6M |
| Vanguard Capital Management LLC | 0.00% | Reduce -2.5% | 525,328 | $56.3M |
| Marshall Wace, LLP | 0.04% | New | 468,293 | $50.2M |
| Durable Capital Partners LP | 0.46% | New | 440,642 | $47.2M |
| D. E. Shaw & Co. | 0.03% | Reduce -47.4% | 390,149 | $41.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -4.3% | 348,960 | $37.4M |
| Geode Capital Management, LLC | 0.00% | Add +18.1% | 314,165 | $33.7M |
| State Street Corp. | 0.00% | Add +10.4% | 280,126 | $30.0M |
| Jane Street Group, LLC | 0.02% | Add +1709.0% | 273,393 | $29.3M |
| Rock Springs Capital Management LP | 1.37% | Add +1.0% | 262,600 | $28.1M |
| Nuveen, LLC | 0.01% | Add +615.9% | 229,071 | $24.6M |
| Renaissance Technologies | 0.02% | Add +2.1% | 152,214 | $16.3M |
| Invesco Ltd. | 0.00% | Add +228.5% | 133,144 | $14.3M |
| Vanguard Portfolio Management LLC | 0.00% | Add +15.8% | 128,328 | $13.8M |
| Two Sigma Investments, LP | 0.01% | Add +26.5% | 125,713 | $13.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | New | 108,160 | $12.4M |
| Northern Trust Corp. | 0.00% | Add +7.6% | 103,432 | $11.1M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +3.2% | 88,305 | $9.5M |
| Bank of America Corp. | 0.00% | New | 81,626 | $8.7M |
| Acadian Asset Management LLC | 0.01% | Add +109.6% | 79,423 | $8.5M |
| Josh Arnold Investment Consultant, LLC | 4.92% | New | 73,000 | $7.8M |
| Amundi | 0.00% | New | 70,954 | $7.6M |
| Trexquant Investment LP | 0.05% | New | 69,255 | $7.4M |
| Ieq Capital, LLC | 0.03% | Reduce -11.0% | 60,530 | $6.5M |
| Citadel Advisors | 0.00% | New | 56,045 | $6.0M |
| UBS Group AG | 0.00% | Reduce -12.1% | 51,084 | $5.5M |
| Longaeva Partners L.P. | 0.15% | New | 49,741 | $5.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +111.4% | 42,875 | $4.6M |
| Franklin Resources Inc. | 0.00% | New | 42,100 | $4.5M |
| Eversept Partners, LP | 0.22% | Reduce -78.6% | 37,792 | $4.1M |
| Tudor Investment Corporation | 0.02% | Add +9.6% | 35,336 | $3.8M |
| Bank of New York Mellon Corp | 0.00% | Add +9.5% | 35,336 | $3.8M |
| Millennium Management | 0.00% | New | 33,817 | $3.6M |
| Point72 Asset Management | 0.01% | New | 32,669 | $3.5M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -89.3% | 31,643 | $3.4M |
| Sierra Summit Advisors LLC | 0.37% | New | 31,143 | $3.3M |
| Gsa Capital Partners LLP | 0.20% | Reduce -59.2% | 29,703 | $3.2M |
| Balyasny Asset Management L.P. | 0.01% | New | 26,022 | $2.8M |
| Cerity Partners LLC | 0.00% | Reduce -4.4% | 24,972 | $2.7M |
| Voloridge Investment Management, LLC | 0.01% | New | 24,243 | $2.6M |
| Mariner, LLC | 0.00% | Reduce -9.3% | 21,503 | $2.3M |
| Jump Financial, LLC | 0.02% | New | 19,176 | $2.1M |
| Harvest Investment Services, LLC | 0.31% | New | 18,585 | $2.0M |
| Susquehanna Portfolio Strategies, LLC | 0.03% | New | 17,406 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -48.2% | 14,860 | $1.7M |
| Rhumbline Advisers | 0.00% | Add +16.6% | 15,812 | $1.7M |
| Walleye Capital LLC | 0.01% | New | 15,440 | $1.7M |
| Belvedere Trading LLC | 0.13% | New | 15,023 | $1.6M |
| Prudential Financial Inc. | 0.00% | New | 15,003 | $1.6M |
| Massachusetts Financial Services Co. | 0.00% | New | 14,914 | $1.6M |
| Wells Fargo & Company | 0.00% | Add +228.4% | 14,872 | $1.6M |
| Campbell & CO Investment Adviser LLC | 0.08% | New | 14,754 | $1.6M |
| Deutsche Bank AG | 0.00% | Add +31.7% | 13,181 | $1.4M |
| Tidal Investments LLC | 0.00% | New | 13,113 | $1.4M |
| American Century Companies Inc. | 0.00% | New | 12,203 | $1.3M |
| Creative Planning | 0.00% | Add +17.0% | 11,884 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 11,849 | $1.3M |
| Arax Advisory Partners | 0.01% | Add +4208.4% | 11,805 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | New | 11,606 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +1.2% | 11,554 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -57.1% | 11,055 | $1.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 10,073 | $1.1M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -69.0% | 9,504 | $1.0M |
| IMC-Chicago, LLC | 0.01% | New | 9,379 | $1.0M |
| LPL Financial LLC | 0.00% | New | 8,808 | $944K |
| Brevan Howard Capital Management LP | 0.01% | New | 8,456 | $906K |
| Simplify Asset Management Inc. | 0.01% | New | 8,429 | $903K |
| Cambria Investment Management, L.P. | 0.04% | New | 8,379 | $898K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | New | 8,254 | $885K |
| Quadrature Capital Ltd | 0.01% | New | 8,139 | $872K |
| STRS Ohio | 0.00% | Reduce -35.7% | 8,000 | $857K |
| Atwater Malick LLC | 0.18% | New | 7,903 | $847K |
| Barclays PLC | 0.00% | Add +38.5% | 7,564 | $811K |
| MetLife Investment Management, LLC | 0.00% | New | 7,327 | $785K |
| Sei Investments Co. | 0.00% | New | 7,045 | $755K |
| Captrust Financial Advisors | 0.00% | New | 6,874 | $737K |
| FMR LLC | 0.00% | Add +68.9% | 6,817 | $731K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -68.9% | 6,589 | $706K |
| Great Lakes Advisors, LLC | 0.01% | New | 6,549 | $702K |
| Algert Global LLC | 0.01% | New | 6,250 | $670K |
| Inspire Investing, LLC | 0.03% | Reduce -90.4% | 6,136 | $658K |
| Vanguard Global Advisers, LLC | 0.00% | Add +27.1% | 6,080 | $652K |
| Citigroup Inc. | 0.00% | Add +943.1% | 5,935 | $636K |
| Quinn Opportunity Partners LLC | 0.03% | New | 5,820 | $624K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -97.4% | 5,710 | $618K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -22.1% | 5,740 | $615K |
| Gotham Asset Management | 0.00% | New | 5,667 | $607K |
| Simplex Trading, LLC | 0.02% | Add +31.8% | 5,593 | $599K |
| Prelude Capital Management, LLC | 0.04% | New | 5,564 | $596K |
| Olympiad Research LP | 1.22% | New | 5,489 | $588K |
| State Board of Administration of Florida Retirement System | 0.00% | New | 5,392 | $578K |
| Centiva Capital, LP | 0.02% | New | 5,108 | $547K |
| Caxton Associates LLP | 0.01% | New | 5,100 | $547K |
| Rhenman & Partners Asset Management AB | 0.05% | New | 5,000 | $536K |
| Focus Partners Wealth | 0.00% | New | 4,889 | $524K |
"% of holder's portfolio" is AGL's weight in each manager's 13F, not the share of Agilon Health Inc. the manager owns.