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Equibles

MORGAN STANLEY

Position in AGL — agilon health, inc.

CIK 895421 NEW YORK, NY
Back to AGL Full portfolio

Position in AGL

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$215,559,982
+$198,953,329 QoQ
Shares Held
2,011,196
-4.2% QoQ
Ownership
12.0%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2
of 177 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority Sole 93% Shared 3% None 4%

Common Shares in AGL Over Time

Shares Held

Position Value (USD)

Position in Medical Care Facilities

Healthcare · as of Jun 30, 2026

MORGAN STANLEY holds $2,977,336,818 across 48 Medical Care Facilities names. AGL ranks #3 (7.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HCA
HCA Healthcare, Inc.
 2,586,771 $1,008,556,137
2 DVA
Davita Inc.
 1,601,710 $356,348,435
3 AGL
agilon health, inc.
This page 		2,011,196 $215,559,982
4 THC
Tenet Healthcare Corp
 831,612 $155,577,966
5 ACHC
Acadia Healthcare Company, Inc.
 4,534,269 $133,896,959
6 EHC
Encompass Health Corp
 1,146,873 $115,925,917
7 UHS
Universal Health Services Inc
 749,754 $111,480,915
8 CHE
Chemed Corp
 232,302 $108,192,327

All Filings in AGL

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $215,559,982 2,011,196
2026-03-31 $16,606,653 2,099,451
2025-12-31 $37,121,400 53,877,223
2025-09-30 $61,166,335 59,384,795
2025-06-30 $131,629,928 57,230,405
2025-03-31 $225,305,921 52,033,701
2024-12-31 $106,851,648 56,237,711
2024-09-30 $220,993,387 56,232,415
2024-06-30 $368,942,408 56,413,213
2024-03-31 $333,048,546 54,598,123
2023-12-31 $561,442,204 44,736,431
2023-09-30 $795,992,147 44,819,378
2023-06-30 $713,455,456 41,145,067
2023-03-31 $869,667,473 36,617,578
2022-12-31 $620,421,206 38,439,976
2022-09-30 $961,882,487 41,070,986
2022-06-30 $940,866,883 43,099,720
2022-03-31 $1,124,857,777 44,373,088
2021-12-31 $1,158,123,609 42,893,467
2021-09-30 $205,262,118 7,831,443
2021-06-30 $314,838,005 7,760,365