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DaveManuel.com · Institutional Ownership · Who Owns It

AGILON HEALTH INC (AGL)

Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.

180
Reporting holders
$1.9B
Reported value
96.4%
Of shares outstanding
6.2%
Calls
1.8%
Puts
+85
Holder change

Institutions report 16,178,968 shares against 16,791,210 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Clayton, Dubilier & Rice, LLC$428.7M4,000,00047.90%2qHELD
MORGAN STANLEY$215.6M2,011,1960.01%2q-4.2%-$9.5M
North Peak Capital Management, LLC$159.2M1,485,06617.69%2q-3.9%-$6.5M
BlackRock, Inc.$122.9M1,146,5200.00%2q+31.3%+$29.3M
AQR CAPITAL MANAGEMENT LLC$74.2M692,5410.03%2q-29.0%-$30.3M
GOLDMAN SACHS GROUP INC$73.6M686,7920.01%2q-35.3%-$40.2M
VANGUARD CAPITAL MANAGEMENT LLC$56.3M525,3280.00%2q-2.5%-$1.4M
MARSHALL WACE, LLP$50.2M468,2930.04%newNEW
Durable Capital Partners LP$47.2M440,6420.46%newNEW
SUSQUEHANNA INTERNATIONAL GROUP, LLP$45.6M
incl. $45.1M options CALL+PUT
4,6000.00%2q-60.2%-$69.1M
D. E. Shaw & Co., Inc.$41.8M390,1490.02%2q-47.4%-$37.7M
GROUP ONE TRADING LLC$40.7M
incl. $40.5M options CALL+PUT
1,3190.06%2q+0.8%+$308.3K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$37.4M348,9600.00%2q-4.3%-$1.7M
JANE STREET GROUP, LLC$35.5M
incl. $6.2M options CALL+PUT
273,3930.00%2q+1709.0%+$33.5M
GEODE CAPITAL MANAGEMENT, LLC$33.7M314,1650.00%2q+18.1%+$5.2M
STATE STREET CORP$30.0M280,1260.00%2q+10.4%+$2.8M
Rock Springs Capital Management LP$28.1M262,6001.37%2q+1.0%+$278.7K
Nuveen, LLC$24.6M229,0710.01%2q+615.9%+$21.1M
CITADEL ADVISORS LLC$19.8M
incl. $13.8M options CALL+PUT
56,0450.00%2qHELD
IMC-Chicago, LLC$19.5M
incl. $18.5M options CALL+PUT
9,3790.00%2qHELD
RENAISSANCE TECHNOLOGIES LLC$16.3M152,2140.02%2q+2.1%+$339.9K
Invesco Ltd.$14.3M133,1440.00%2q+228.5%+$9.9M
VANGUARD PORTFOLIO MANAGEMENT LLC$13.8M128,3280.00%2q+15.8%+$1.9M
TWO SIGMA INVESTMENTS, LP$13.5M125,7130.01%2q+26.5%+$2.8M
LPL Financial LLC$12.7M
incl. $11.8M options CALL
8,8080.00%2qHELD
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$12.4M108,1600.02%newNEW
Rubicon Founders LLC$11.3M105,3415.75%6q-58.1%-$15.7M
NORTHERN TRUST CORP$11.1M103,4320.00%2q+7.6%+$785.8K
VANGUARD FIDUCIARY TRUST CO$9.5M88,3050.00%2q+3.2%+$289.6K
BANK OF AMERICA CORP /DE/$8.7M81,6260.00%newNEW
ACADIAN ASSET MANAGEMENT LLC$8.5M79,4230.01%2q+109.6%+$4.4M
JOSH ARNOLD INVESTMENT CONSULTANT, LLC$7.8M73,0004.92%newNEW
Amundi$7.6M70,9540.00%newNEW
Trexquant Investment LP$7.4M69,2550.04%newNEW
SIMPLEX TRADING, LLC$6.8M
incl. $6.2M options CALL+PUT
5,5930.00%2q+31.8%+$1.6M
IEQ CAPITAL, LLC$6.5M60,5300.03%2q-11.0%-$801.8K
Walleye Trading LLC$6.0M CALLoptions only0.01%newOPTIONS
UBS Group AG$5.5M51,0840.00%2q-12.1%-$754.1K
Longaeva Partners L.P.$5.3M49,7410.12%newNEW
Connor, Clark & Lunn Investment Management Ltd.$4.6M42,8750.01%2q+111.4%+$2.4M
FRANKLIN RESOURCES INC$4.5M42,1000.00%newNEW
Point72 Asset Management, L.P.$4.3M
incl. $803.9K options CALL+PUT
32,6690.00%newNEW
Eversept Partners, LP$4.1M37,7920.21%2q-78.6%-$14.9M
TUDOR INVESTMENT CORP ET AL$3.8M35,3360.01%2q+9.6%+$332.9K
Bank of New York Mellon Corp$3.8M35,3360.00%2q+9.5%+$329.5K
MILLENNIUM MANAGEMENT LLC$3.6M33,8170.00%newNEW
Belvedere Trading LLC$3.5M
incl. $1.9M options CALL+PUT
15,0230.00%newNEW
JACOBS LEVY EQUITY MANAGEMENT, INC$3.4M31,6430.01%2q-89.3%-$28.4M
SIERRA SUMMIT ADVISORS LLC$3.3M31,1430.37%newNEW
GSA CAPITAL PARTNERS LLP$3.2M29,7030.20%2q-59.2%-$4.6M
Balyasny Asset Management L.P.$2.8M26,0220.00%newNEW
Cerity Partners LLC$2.7M24,9720.00%2q-4.4%-$123.0K
VOLORIDGE INVESTMENT MANAGEMENT, LLC$2.6M24,2430.01%newNEW
Mariner, LLC$2.3M21,5030.00%2q-9.3%-$237.3K
Jump Financial, LLC$2.1M19,1760.02%newNEW
Harvest Investment Services, LLC$2.0M18,5850.31%newNEW
Susquehanna Portfolio Strategies, LLC$1.9M17,4060.03%newNEW
JPMORGAN CHASE & CO$1.7M14,8600.00%2q-48.2%-$1.6M
RHUMBLINE ADVISERS$1.7M15,8120.00%2q+16.6%+$240.7K
Walleye Capital LLC$1.7M15,4400.01%newNEW
PRUDENTIAL FINANCIAL INC$1.6M15,0030.00%newNEW
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.6M14,9140.00%newNEW
WELLS FARGO & COMPANY/MN$1.6M14,8720.00%2q+228.4%+$1.1M
Campbell & CO Investment Adviser LLC$1.6M14,7540.08%newNEW
DEUTSCHE BANK AG\$1.4M13,1810.00%2q+31.7%+$340.0K
Tidal Investments LLC$1.4M13,1130.00%newNEW
AMERICAN CENTURY COMPANIES INC$1.3M12,2030.00%newNEW
Creative Planning$1.3M11,8840.00%2q+17.0%+$185.2K
Y-Intercept (Hong Kong) Ltd$1.3M11,8490.03%newNEW
Arax Advisory Partners$1.3M11,8050.01%2q+4208.4%+$1.2M
PRICE T ROWE ASSOCIATES INC /MD/$1.2M11,6060.00%newNEW
MERCER GLOBAL ADVISORS INC /ADV$1.2M11,5540.00%2q+1.2%+$14.6K
BNP PARIBAS FINANCIAL MARKETS$1.2M11,0550.00%2q-57.1%-$1.6M
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.1M10,0730.00%newNEW
CANADA PENSION PLAN INVESTMENT BOARD$1.0M9,5040.00%2q-68.9%-$2.3M
Brevan Howard Capital Management LP$906.3K8,4560.01%newNEW
Simplify Asset Management Inc.$903.4K8,4290.01%newNEW
Cambria Investment Management, L.P.$898.1K8,3790.04%newNEW
FULLER & THALER ASSET MANAGEMENT, INC.$884.7K8,2540.00%newNEW
Quadrature Capital Ltd$872.3K8,1390.01%newNEW
STRS OHIO$857.4K8,0000.00%2q-35.7%-$475.9K
Atwater Malick LLC$847.0K7,9030.18%newNEW
BARCLAYS PLC$810.7K7,5640.00%2q+38.5%+$225.2K
MetLife Investment Management, LLC$785.3K7,3270.00%newNEW
Caption Management, LLC$784.2K
incl. $535.9K options PUT
2,3170.00%newNEW
SEI INVESTMENTS CO$755.1K7,0450.00%newNEW
CAPTRUST FINANCIAL ADVISORS$736.8K6,8740.00%newNEW
FMR LLC$730.6K6,8170.00%2q+68.9%+$297.9K
Russell Investments Group, Ltd.$706.2K6,5890.00%2q-68.9%-$1.6M
GREAT LAKES ADVISORS, LLC$701.9K6,5490.01%newNEW
ALGERT GLOBAL LLC$669.9K6,2500.01%newNEW
Inspire Investing, LLC$657.7K6,1360.03%2q-90.4%-$6.2M
Vanguard Global Advisers, LLC$651.7K6,0800.00%2q+27.1%+$138.8K
CITIGROUP INC$636.1K5,9350.00%2q+943.1%+$575.1K
Quinn Opportunity Partners LLC$623.8K5,8200.03%newNEW
DIMENSIONAL FUND ADVISORS LP$618.1K5,7100.00%2q-97.4%-$23.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$615.2K5,7400.00%2q-22.1%-$174.8K
Gotham Asset Management, LLC$607.4K5,6670.00%newNEW
PRELUDE CAPITAL MANAGEMENT, LLC$596.4K5,5640.04%newNEW
Olympiad Research LP$588.3K5,4891.22%newNEW

Showing the largest 100 of 181 reported holders. The count of 180 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202629$13.8M165,9639540.0%
Q2 2026180$1.9B16,178,9689736358.0%
Q1 202695$128.1M15,435,13791034.6%
Q4 2025199$261.0M377,716,8814948590.3%
Q3 2025192$403.7M390,069,0922852550.5%
Q2 2025208$940.8M405,884,8033373480.8%
Q1 2025205$1.8B407,057,1413573480.9%
Q4 2024194$800.0M416,337,9642759531.1%
Q3 2024215$1.7B432,047,5024263641.3%
Q2 2024210$3.0B456,226,2553975531.2%
Q1 2024207$3.4B553,713,6904567530.9%
Q4 2023206$6.3B494,647,5514058590.8%
Q3 2023193$8.1B453,085,0593080400.8%
Q2 2023195$7.7B442,418,5933195440.7%
Q1 2023207$12.0B501,961,3476365540.8%
Q4 2022175$7.0B431,509,1153454580.4%
Q3 2022173$10.0B422,312,0134268350.7%
Q2 2022148$9.0B411,632,2864763250.5%
Q1 2022118$10.1B398,590,1972340310.3%
Q4 2021134$11.5B425,218,3705451180.2%
Q3 2021104$8.8B337,226,6253651110.2%
Q2 202193$13.4B333,982,46393000.1%