Agilon HealthAGL
13F holders, Q1 2026 (March 31)95holders +94
10new positions
2sold out
4famous investors
$7.88avg. 13F price*
At the end of Q1 2026, 95 institutions reported holding Agilon Health Inc. (AGL) in their 13F filings, up 94 from Q4 2025. 10 opened new positions and 2 sold out. The largest holders were Clayton, Dubilier & Rice, LLC ($31.6M), Morgan Stanley ($16.6M) and North Peak Capital Management, LLC ($12.2M). 4 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.6M |
| Exits | 2 | $884K |
All 13F filers, Q4 2025 → Q1 2026: 1,778,677 shares bought and 540,314 shares sold, net +1,238,362 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| Clayton, Dubilier & Rice, LLC | 5.90% | No change | 4,000,000 | $31.6M |
| Morgan Stanley | 0.00% | Reduce -2.6% | 2,099,451 | $16.6M |
| North Peak Capital Management, LLC | 2.03% | Add +1.3% | 1,545,537 | $12.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +32.4% | 1,062,236 | $8.4M |
| AQR Capital Management | 0.00% | Add +138.7% | 974,897 | $7.7M |
| BlackRock, Inc. | 0.00% | Reduce -3.5% | 873,164 | $6.9M |
| D. E. Shaw & Co. | 0.01% | Reduce -8.6% | 742,218 | $5.9M |
| Vanguard Capital Management LLC | 0.00% | — | 538,536 | $4.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +13.6% | 364,499 | $2.9M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Add +83.6% | 296,552 | $2.3M |
| Geode Capital Management, LLC | 0.00% | Reduce -7.3% | 266,112 | $2.1M |
| Rock Springs Capital Management LP | 0.12% | No change | 260,000 | $2.1M |
| State Street Corp. | 0.00% | Add +0.4% | 253,704 | $2.0M |
| Dimensional Fund Advisors LP | 0.00% | Add +1652.9% | 221,893 | $1.6M |
| Eversept Partners, LP | 0.09% | New | 176,588 | $1.4M |
| Renaissance Technologies | 0.00% | Add +57.1% | 149,043 | $1.2M |
| Vanguard Portfolio Management LLC | 0.00% | — | 110,835 | $877K |
| Two Sigma Investments, LP | 0.00% | Add +124.1% | 99,352 | $786K |
| Northern Trust Corp. | 0.00% | Add +5.1% | 96,100 | $760K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 85,603 | $677K |
| Gsa Capital Partners LLP | 0.04% | Reduce -11.0% | 72,798 | $576K |
| Ieq Capital, LLC | 0.00% | Add +69.5% | 68,011 | $538K |
| Inspire Investing, LLC | 0.03% | Add +130.2% | 64,082 | $507K |
| UBS Group AG | 0.00% | Reduce -57.2% | 58,120 | $460K |
| Invesco Ltd. | 0.00% | Add +0.9% | 40,536 | $321K |
| Acadian Asset Management LLC | 0.00% | Add +117.4% | 37,896 | $296K |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.6% | 32,262 | $255K |
| Tudor Investment Corporation | 0.00% | No change | 32,230 | $255K |
| Nuveen, LLC | 0.00% | Add +0.5% | 31,996 | $253K |
| Cwm, LLC | 0.00% | Add +98.5% | 31,048 | $246K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -29.8% | 30,604 | $242K |
| Lazard Asset Management LLC | 0.00% | New | 30,040 | $238K |
| Cerity Partners LLC | 0.00% | Add +62.1% | 26,120 | $207K |
| BNP Paribas Financial Markets | 0.00% | Add +508.9% | 25,780 | $204K |
| State of Wyoming | 0.02% | Add +57.6% | 22,674 | $179K |
| Mariner, LLC | 0.00% | Add +148.6% | 23,716 | $179K |
| Russell Investments Group, Ltd. | 0.00% | Add +123.8% | 21,209 | $168K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -6.1% | 20,283 | $160K |
| Jane Street Group, LLC | 0.00% | Add +1677.4% | 15,113 | $120K |
| Rhumbline Advisers | 0.00% | Reduce -8.1% | 13,566 | $107K |
| Alliancebernstein L.P. | 0.00% | No change | 13,103 | $104K |
| STRS Ohio | 0.00% | No change | 12,440 | $98K |
| Susquehanna International Group, LLP | 0.00% | Reduce -29.8% | 11,570 | $92K |
| Mercer Global Advisors Inc. | 0.00% | Add +128.4% | 11,418 | $90K |
| waypoint wealth counsel | 0.05% | Add +1087.9% | 11,290 | $89K |
| Creative Planning | 0.00% | Add +135.1% | 10,156 | $80K |
| Deutsche Bank AG | 0.00% | Reduce -64.3% | 10,009 | $79K |
| Checchi Capital Advisers, LLC | 0.01% | No change | 10,000 | $79K |
| Atwood & Palmer Inc. | 0.00% | No change | 8,400 | $66K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +5.6% | 7,371 | $58K |
| Barclays PLC | 0.00% | Reduce -74.2% | 5,463 | $43K |
| Vanguard Global Advisers, LLC | 0.00% | — | 4,785 | $38K |
| Wells Fargo & Company | 0.00% | Reduce -66.5% | 4,528 | $36K |
| Simplex Trading, LLC | 0.00% | Reduce -6.6% | 4,245 | $34K |
| FMR LLC | 0.00% | Reduce -96.5% | 4,037 | $32K |
| Quantbot Technologies LP | 0.00% | Add +25.1% | 3,916 | $31K |
| Essential Partners LLC | 0.01% | Reduce -92.7% | 3,690 | $29K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 3,412 | $27K |
| New York State Common Retirement Fund | 0.00% | No change | 3,224 | $26K |
| Royal Bank of Canada | 0.00% | Add +224.1% | 2,368 | $19K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +103.0% | 2,152 | $17K |
| Public Employees Retirement System of Ohio | 0.00% | Add +188.1% | 2,114 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +86.3% | 2,057 | $16K |
| Group One Trading LLC | 0.00% | New | 1,309 | $10K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,208 | $10K |
| MAI Capital Management | 0.00% | Add +6498.0% | 1,185 | $9K |
| JPMorgan Chase & Co. | 0.00% | Add +45.8% | 28,690 | $9K |
| Legal & General Group Plc | 0.00% | Reduce -42.1% | 1,111 | $9K |
| Osaic Holdings, Inc. | 0.00% | Add +1.7% | 1,021 | $8K |
| Huntington National Bank | 0.00% | No change | 876 | $7K |
| Root Financial Partners, LLC | 0.00% | No change | 712 | $6K |
| Citigroup Inc. | 0.00% | Add +65.7% | 569 | $5K |
| Rothschild Investment LLC | 0.00% | Add +190.6% | 275 | $2K |
| Arax Advisory Partners | 0.00% | Add +13073.1% | 274 | $2K |
| IFP Advisors, Inc | 0.00% | New | 227 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | Add +424.3% | 151 | $1K |
| GAMMA Investing LLC | 0.00% | Reduce -12.9% | 113 | $894 |
| Midwest Capital Advisors, LLC | 0.00% | Add +15.5% | 109 | $863 |
| Blue Trust, Inc. | 0.00% | Reduce -1.1% | 86 | $680 |
| Sterling Capital Management LLC | 0.00% | Reduce -0.3% | 80 | $635 |
| Basecamp Wealth Advisors LLC | 0.00% | New | 57 | $451 |
| Allworth Financial LP | 0.00% | Add +259.8% | 923 | $297 |
| SJS Investment Consulting Inc. | 0.00% | Add +166.8% | 27 | $212 |
| Sunbelt Securities, Inc. | 0.00% | New | 16 | $127 |
| Nisa Investment Advisors, LLC | 0.00% | New | 15 | $119 |
| True Wealth Design, LLC | 0.00% | Add +34.5% | 341 | $110 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -24.0% | 11 | $87 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -8.8% | 5 | $40 |
| Dunhill Financial, LLC | 0.00% | Add +2400.0% | 5 | $40 |
| Wealth Preservation Advisors, LLC | 0.00% | New | 5 | $40 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 2 | $15 |
| Clayton Financial Group LLC | 0.00% | No change | 40 | $13 |
| JPL Wealth Management, LLC | 0.00% | New | 27 | $9 |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -16.7% | 1 | $1 |
| Danske Bank A/S | 0.00% | Reduce -50.0% | 200 | $0 |
"% of holder's portfolio" is AGL's weight in each manager's 13F, not the share of Agilon Health Inc. the manager owns.