EVOLENT HEALTH INC (EVH)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 112,303,498 shares against 113,059,335 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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $80.3M | 14,814,851 | 0.00% | 8q | +36.1%+$21.3M |
| CADIAN CAPITAL MANAGEMENT, LP | $58.6M | 10,814,473 | 4.44% | 7q | HELD |
| MORGAN STANLEY | $48.6M | 8,969,012 | 0.00% | 35q | -1.2%-$607.4K |
| UBS Group AG | $33.8M | 6,245,283 | 0.00% | 31q | -23.4%-$10.3M |
| Rubicon Founders LLC | $31.5M | 5,816,123 | 16.05% | 6q | HELD |
| Engaged Capital LLC | $30.2M | 5,563,912 | 9.22% | 24q | HELD |
| D. E. Shaw & Co., Inc. | $27.7M | 5,107,561 | 0.01% | 8q | -6.0%-$1.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $26.0M | 4,787,994 | 0.00% | 2q | -1.6%-$430.4K |
| MARSHALL WACE, LLP | $18.5M | 3,413,245 | 0.01% | 9q | +334.8%+$14.2M |
| Nuveen, LLC | $17.0M | 3,132,085 | 0.00% | 6q | +1081.3%+$15.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $15.7M | 2,904,912 | 0.00% | 31q | +10.9%+$1.6M |
| Rock Springs Capital Management LP | $13.6M | 2,500,000 | 0.66% | 22q | -6.5%-$948.5K |
| STATE STREET CORP | $13.3M | 2,460,431 | 0.00% | 31q | -7.0%-$1.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $11.6M | 2,131,573 | 0.00% | 31q | +9.3%+$987.1K |
| GOLDMAN SACHS GROUP INC | $9.5M | 1,745,852 | 0.00% | 31q | -21.9%-$2.7M |
| Rock Point Advisors, LLC | $9.3M | 1,719,886 | 2.28% | 30q | -3.7%-$362.0K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $8.7M | 1,601,638 | 0.03% | 5q | +162.5%+$5.4M |
| KENNEDY CAPITAL MANAGEMENT LLC | $8.5M | 1,567,816 | 0.15% | 23q | -1.9%-$161.5K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $7.3M | 1,347,822 | 0.00% | 2q | +44.8%+$2.3M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $6.9M | 1,276,800 | 0.01% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $6.8M | 1,263,653 | 0.00% | 6q | +45.0%+$2.1M |
| NORTHERN TRUST CORP | $5.4M | 1,003,245 | 0.00% | 31q | +9.4%+$466.7K |
| Hudson Bay Capital Management LP | $4.9M | 913,109 | 0.01% | 8q | -30.6%-$2.2M |
| BANK OF AMERICA CORP /DE/ | $4.7M | 875,398 | 0.00% | 31q | +211.7%+$3.2M |
| Walleye Capital LLC | $4.7M incl. $97.0K options CALL | 845,787 | 0.02% | 9q | +522.1%+$3.9M |
| BNP PARIBAS FINANCIAL MARKETS | $4.7M | 860,358 | 0.00% | 31q | -3.5%-$168.3K |
| AQR CAPITAL MANAGEMENT LLC | $4.3M | 792,768 | 0.00% | 8q | +355.6%+$3.4M |
| DIMENSIONAL FUND ADVISORS LP | $4.1M | 765,020 | 0.00% | 31q | -57.3%-$5.6M |
| VANGUARD FIDUCIARY TRUST CO | $4.1M | 762,362 | 0.00% | 2q | +4.7%+$186.8K |
| TUDOR INVESTMENT CORP ET AL | $3.8M | 699,267 | 0.01% | 11q | +579.8%+$3.2M |
| Voleon Capital Management LP | $3.6M | 666,502 | 0.07% | 3q | -21.5%-$990.7K |
| ALGERT GLOBAL LLC | $3.6M | 656,463 | 0.04% | new | NEW |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $3.4M | 630,000 | 0.01% | 2q | HELD |
| CITADEL ADVISORS LLC | $3.3M incl. $621.7K options CALL+PUT | 488,814 | 0.00% | 31q | -30.7%-$1.4M |
| GSA CAPITAL PARTNERS LLP | $3.0M | 561,189 | 0.19% | 4q | +79.5%+$1.3M |
| Man Group plc | $2.7M | 498,272 | 0.00% | 2q | +414.3%+$2.2M |
| FORMULA GROWTH LTD | $2.6M | 485,000 | 0.92% | 2q | +125.6%+$1.5M |
| CITIGROUP INC | $2.5M | 465,146 | 0.00% | 31q | -42.7%-$1.9M |
| Tejara Capital Ltd | $2.4M | 441,456 | 0.98% | 3q | -77.3%-$8.2M |
| Invesco Ltd. | $2.2M | 414,582 | 0.00% | 31q | -6.6%-$159.0K |
| Jump Financial, LLC | $2.1M | 388,090 | 0.02% | 4q | +10.8%+$205.7K |
| Mariner, LLC | $2.0M | 371,753 | 0.00% | 6q | +60.5%+$759.7K |
| Jupiter Topco LLC | $2.0M | 364,129 | 0.00% | new | FIRST |
| Benefit Street Partners LLC | $2.0M | 363,165 | 2.83% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M incl. $828.7K options CALL+PUT | 196,930 | 0.00% | 31q | +115.1%+$1.0M |
| Bank of New York Mellon Corp | $1.9M | 344,628 | 0.00% | 31q | +4.9%+$87.2K |
| Creative Planning | $1.8M | 330,017 | 0.00% | 11q | -5.0%-$94.1K |
| MILLENNIUM MANAGEMENT LLC | $1.6M | 303,343 | 0.00% | 31q | -19.3%-$392.7K |
| BRIGHTON JONES LLC | $1.6M | 294,096 | 0.03% | 2q | +0.9%+$14.3K |
| Jefferies Financial Group Inc. | $1.6M | 291,600 | 0.01% | 15q | HELD |
| Vanguard Global Advisers, LLC | $1.4M | 264,477 | 0.00% | 2q | +163.0%+$888.5K |
| FRANKLIN RESOURCES INC | $1.4M | 264,453 | 0.00% | new | NEW |
| Squarepoint Ops LLC | $1.4M | 250,842 | 0.00% | 4q | -35.7%-$755.8K |
| SEI INVESTMENTS CO | $1.4M | 249,803 | 0.00% | 31q | -17.4%-$284.4K |
| GAMCO INVESTORS, INC. ET AL | $1.3M | 247,500 | 0.01% | 31q | -14.5%-$227.6K |
| HSBC HOLDINGS PLC | $1.3M | 237,199 | 0.00% | 7q | +47.2%+$410.8K |
| CONGRESS ASSET MANAGEMENT CO | $1.2M | 228,692 | 0.01% | 9q | +1.1%+$13.1K |
| Connor, Clark & Lunn Investment Management Ltd. | $1.2M | 227,708 | 0.00% | 3q | +238.3%+$869.4K |
| Qube Research & Technologies Ltd | $1.2M | 216,175 | 0.00% | 3q | -61.2%-$1.9M |
| STATE OF WISCONSIN INVESTMENT BOARD | $1.1M | 204,990 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $1.1M | 203,369 | 0.00% | 22q | +48.5%+$360.0K |
| GABELLI FUNDS LLC | $1.1M | 198,300 | 0.01% | 31q | -30.2%-$466.1K |
| Engineers Gate Manager LP | $1.0M | 190,754 | 0.01% | 2q | -22.5%-$300.2K |
| AMERIPRISE FINANCIAL INC | $930.9K | 171,751 | 0.00% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $898.0K | 165,606 | 0.00% | 31q | +10.5%+$85.6K |
| ExodusPoint Capital Management, LP | $867.1K | 159,986 | 0.01% | 4q | +967.8%+$785.9K |
| RHUMBLINE ADVISERS | $855.4K | 157,823 | 0.00% | 31q | +3.4%+$28.5K |
| GROUP ONE TRADING LLC | $839.8K incl. $514.4K options CALL+PUT | 60,041 | 0.00% | 23q | HELD |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $813.0K | 150,000 | 0.01% | new | NEW |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $760.2K | 140,267 | 0.00% | 10q | +2804.1%+$734.1K |
| JANE STREET GROUP, LLC | $723.0K CALL+PUT | options only | 0.00% | 25q | OPTIONS |
| XTX Topco Ltd | $609.3K | 112,419 | 0.01% | 10q | -60.3%-$927.4K |
| WELLS FARGO & COMPANY/MN | $590.6K | 108,973 | 0.00% | 31q | +114.9%+$315.8K |
| DEUTSCHE BANK AG\ | $582.3K | 107,436 | 0.00% | 34q | -28.5%-$232.0K |
| Quantinno Capital Management LP | $546.9K | 100,896 | 0.00% | new | NEW |
| Quinn Opportunity Partners LLC | $540.3K | 99,687 | 0.03% | 7q | HELD |
| Atom Investors LP | $488.5K | 90,138 | 0.04% | 3q | -70.2%-$1.2M |
| Tempus Wealth Planning, LLC | $454.2K | 83,805 | 0.09% | 4q | -47.4%-$410.1K |
| State of Wyoming | $446.4K | 82,354 | 0.05% | 7q | -32.4%-$213.5K |
| Corient Private Wealth LP | $442.2K | 81,594 | 0.00% | 2q | +447.4%+$361.4K |
| Graham Capital Management, L.P. | $416.9K | 76,924 | 0.01% | 4q | -58.1%-$577.9K |
| BARCLAYS PLC | $387.5K | 71,488 | 0.00% | 31q | -3.6%-$14.6K |
| NATIXIS | $384.8K | 71,000 | 0.00% | 6q | -2.9%-$11.4K |
| Smithfield Trust Co | $383.0K | 70,584 | 0.02% | 2q | +2480.8%+$368.2K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $375.3K | 69,251 | 0.00% | new | NEW |
| MetLife Investment Management, LLC | $365.2K | 67,378 | 0.00% | 32q | +83.2%+$165.8K |
| JPMORGAN CHASE & CO | $352.3K | 61,050 | 0.00% | 31q | -84.4%-$1.9M |
| NORGES BANK | $343.9K | 63,454 | 0.00% | 32q | HELD |
| BROWN ADVISORY INC | $329.4K | 60,777 | 0.00% | 19q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $329.0K | 60,702 | 0.00% | 9q | -43.3%-$251.3K |
| Quantbot Technologies LP | $326.4K | 60,221 | 0.01% | 2q | -77.7%-$1.1M |
| Jain Global LLC | $300.6K | 55,465 | 0.00% | 3q | +34.5%+$77.2K |
| Vanguard Personalized Indexing Management, LLC | $300.0K | 55,359 | 0.00% | 5q | +32.4%+$73.5K |
| ALLIANCEBERNSTEIN L.P. | $282.2K | 123,790 | 0.00% | 31q | HELD |
| INCEPTIONR LLC | $269.8K | 49,778 | 0.07% | new | NEW |
| IRONWOOD INVESTMENT MANAGEMENT LLC | $267.8K | 49,408 | 0.09% | 8q | +11.2%+$27.0K |
| SIMPLEX TRADING, LLC | $255.9K incl. $159.9K options CALL+PUT | 17,722 | 0.00% | 21q | HELD |
| STIFEL FINANCIAL CORP | $248.5K | 45,854 | 0.00% | 3q | +17.5%+$37.0K |
| Numerai GP LLC | $243.6K | 44,952 | 0.02% | new | NEW |
| Callan Family Office, LLC | $201.7K | 37,219 | 0.00% | 2q | +18.0%+$30.7K |
Showing the largest 100 of 200 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-26 | McCarthy Daniel Joseph | PRESIDENT | Sold | 65,892 | $329.5K |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 30 | $3.1M | 902,390 | 5 | 9 | 9 | 0.0% |
| Q2 2026 | 200 | $611.4M | 112,303,498 | 34 | 66 | 66 | 0.5% |
| Q1 2026 | 193 | $253.4M | 110,785,111 | 39 | 57 | 60 | 0.2% |
| Q4 2025 | 216 | $486.8M | 120,690,413 | 36 | 82 | 62 | 0.8% |
| Q3 2025 | 239 | $1.2B | 139,664,805 | 49 | 66 | 76 | 0.4% |
| Q2 2025 | 222 | $1.5B | 131,692,284 | 36 | 79 | 68 | 0.4% |
| Q1 2025 | 230 | $1.2B | 126,507,791 | 39 | 78 | 72 | 0.6% |
| Q4 2024 | 242 | $1.4B | 122,284,064 | 46 | 86 | 66 | 2.3% |
| Q3 2024 | 269 | $3.9B | 133,961,875 | 59 | 72 | 95 | 4.1% |
| Q2 2024 | 242 | $2.6B | 133,928,628 | 42 | 101 | 74 | 1.4% |
| Q1 2024 | 253 | $4.3B | 131,779,090 | 43 | 89 | 78 | 0.5% |
| Q4 2023 | 232 | $4.4B | 132,960,027 | 42 | 88 | 61 | 0.7% |
| Q3 2023 | 204 | $3.3B | 122,193,902 | 19 | 81 | 71 | 0.2% |
| Q2 2023 | 215 | $3.6B | 117,670,446 | 21 | 79 | 72 | 0.2% |
| Q1 2023 | 240 | $4.1B | 126,477,243 | 42 | 83 | 70 | 0.2% |
| Q4 2022 | 230 | $2.8B | 100,891,513 | 34 | 75 | 87 | 0.6% |
| Q3 2022 | 242 | $3.6B | 99,103,961 | 57 | 88 | 68 | 1.1% |
| Q2 2022 | 206 | $2.9B | 93,615,420 | 33 | 69 | 71 | 0.4% |
| Q1 2022 | 207 | $2.9B | 90,766,996 | 31 | 78 | 72 | 0.6% |
| Q4 2021 | 206 | $2.9B | 105,170,539 | 28 | 65 | 60 | 0.7% |
| Q3 2021 | 210 | $10.2B | 327,717,250 | 48 | 47 | 77 | 0.7% |
| Q2 2021 | 176 | $2.3B | 106,451,969 | 35 | 55 | 51 | 0.3% |
| Q1 2021 | 162 | $2.2B | 108,978,923 | 26 | 45 | 61 | 0.4% |
| Q4 2020 | 154 | $1.8B | 114,757,081 | 24 | 46 | 50 | 0.5% |
| Q3 2020 | 153 | $1.3B | 102,085,420 | 41 | 34 | 52 | 0.7% |
| Q2 2020 | 133 | $683.5M | 95,613,457 | 21 | 41 | 41 | 0.5% |
| Q1 2020 | 150 | $770.8M | 140,207,832 | 22 | 50 | 45 | 0.4% |
| Q4 2019 | 164 | $960.7M | 104,690,645 | 21 | 53 | 54 | 1.4% |
| Q3 2019 | 171 | $785.4M | 107,181,066 | 19 | 76 | 46 | 1.9% |
| Q2 2019 | 182 | $827.9M | 103,104,710 | 34 | 80 | 32 | 1.0% |
| Q1 2019 | 189 | $2.0B | 162,011,024 | 38 | 67 | 50 | 0.4% |
| Q4 2018 | 183 | $4.9B | 246,047,193 | 4 | 5 | 3 | 0.1% |
