Skip to main content
Equibles
AGL logo

AGL · agilon health, inc.

Track AGL — free Ask ALVIS about AGL
$97.67 -2.60 (-2.59%) At close · Jul 24
Market Cap
$1.64B
Shares
16.68M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 102
Total Value: $136,816,539
Total Shares: 14,961,159
Showing 1–100 of 104 holdings by value · page 1 of 2

Institutional Ownership Trend

21 quarters

Holder Concentration

Across 94 13F filers
Top Holder
26.8%
Jun 2023 → Mar 2026 · range 21.7% – 26.8%
of institutional value
Top 5
65.0%
Jun 2023 → Mar 2026 · range 62.2% – 70.3%
of institutional value
Top 10
82.0%
Jun 2023 → Mar 2026 · range 76.1% – 87.5%
of institutional value
HHI
1,210
Jun 2023 → Mar 2026 · range 1,066 – 1,210
Broadly held
Showing 100 of 104
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Small Clayton, Dubilier & Rice, LLC $31,640,000 23.13% 4,000,000
Mega MORGAN STANLEY $16,606,653 12.14% 2,099,451
Small North Peak Capital Management, LLC $12,225,197 8.94% 1,545,537
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $11,592,588 8.47% 108,160
Mega GOLDMAN SACHS GROUP INC $8,402,286 6.14% 1,062,236
Mega AQR CAPITAL MANAGEMENT LLC $7,711,432 5.64% 974,897
Mega BlackRock, Inc. $6,906,723 5.05% 873,164
Mega D. E. Shaw & Co., Inc. $5,870,943 4.29% 742,218
Small SIERRA SUMMIT ADVISORS LLC $3,337,906 2.44% 31,143
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $2,883,187 2.11% 364,499
Large JACOBS LEVY EQUITY MANAGEMENT, INC $2,345,726 1.71% 296,552
Mega GEODE CAPITAL MANAGEMENT, LLC $2,104,945 1.54% 266,112
Mid Rock Springs Capital Management LP $2,056,600 1.50% 260,000
Mega STATE STREET CORP $2,006,798 1.47% 253,704
Small Rubicon Founders LLC $1,990,907 1.46% 251,695
Mega DIMENSIONAL FUND ADVISORS LP $1,755,172 1.28% 221,893
Mid Eversept Partners, LP $1,396,811 1.02% 176,588
Mid Y-Intercept (Hong Kong) Ltd $1,269,975 0.93% 11,849
Large RENAISSANCE TECHNOLOGIES LLC $1,178,930 0.86% 149,043
Small Simplify Asset Management Inc. $903,420 0.66% 8,429
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $847,952 0.62% 107,200
Mega LPL Financial LLC $791,000 0.58% 100,000
Mega TWO SIGMA INVESTMENTS, LP $785,874 0.57% 99,352
Mega NORTHERN TRUST CORP Bank $760,149 0.56% 96,100
Micro Olympiad Research LP $588,311 0.43% 5,489
Mid GSA CAPITAL PARTNERS LLP $575,832 0.42% 72,798
Large IEQ CAPITAL, LLC $537,967 0.39% 68,011
Mega UBS Group AG $459,728 0.34% 58,120
Mid Merit Financial Group, LLC $432,041 0.32% 4,031
Large Police & Firemen's Retirement System of New Jersey Pension $410,606 0.30% 3,831
Small CHICAGO TRUST Co NA Bank $355,194 0.26% 3,314
Mega Invesco Ltd. $320,638 0.23% 40,536
Mid Apollon Wealth Management, LLC $312,644 0.23% 2,917
Large ACADIAN ASSET MANAGEMENT LLC $299,757 0.22% 37,896
Mega Bank of New York Mellon Corp Bank $255,191 0.19% 32,262
Large TUDOR INVESTMENT CORP ET AL $254,939 0.19% 32,230
Mega Nuveen, LLC $253,088 0.18% 31,996
Large CWM, LLC $245,589 0.18% 31,048
Small Abel Hall, LLC $242,655 0.18% 2,264
Mega CANADA PENSION PLAN INVESTMENT BOARD Pension $242,077 0.18% 30,604
Large LAZARD ASSET MANAGEMENT LLC $237,616 0.17% 30,040
Mid WADDELL & ASSOCIATES, LLC $228,400 0.17% 2,131
Mega JPMORGAN CHASE & CO $226,935 0.17% 28,690
Large Cerity Partners LLC $206,608 0.15% 26,120
Mega BNP PARIBAS ARBITRAGE, SA $203,919 0.15% 25,780
Large Mariner, LLC $187,593 0.14% 23,716
Small State of Wyoming $179,351 0.13% 22,674
Mid EverSource Wealth Advisors, LLC $173,521 0.13% 1,619
Large Russell Investments Group, Ltd. $167,761 0.12% 21,209
Large Connor, Clark & Lunn Investment Management Ltd. $160,438 0.12% 20,283
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $145,544 0.11% 18,400
Mega JANE STREET GROUP, LLC $119,543 0.09% 15,113
Mega RHUMBLINE ADVISERS $107,307 0.08% 13,566
Mega ALLIANCEBERNSTEIN L.P. $103,644 0.08% 13,103
Large STRS OHIO $98,400 0.07% 12,440
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $91,518 0.07% 11,570
Large MERCER GLOBAL ADVISORS INC /ADV $90,316 0.07% 11,418
Small waypoint wealth counsel $89,303 0.07% 11,290
Mega CITADEL ADVISORS LLC $83,497 0.06% 10,556
Large Creative Planning $80,333 0.06% 10,156
Mega DEUTSCHE BANK AG\ Bank $79,171 0.06% 10,009
Mid Checchi Capital Advisers, LLC $79,100 0.06% 10,000
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $58,304 0.04% 7,371
Mega BARCLAYS PLC $43,211 0.03% 5,463
Micro True Wealth Design, LLC $36,548 0.03% 341
Mega WELLS FARGO & COMPANY/MN $35,815 0.03% 4,528
Mid SIMPLEX TRADING, LLC $33,577 0.02% 4,245
Mega FMR LLC $31,932 0.02% 4,037
Mid Quantbot Technologies LP $30,975 0.02% 3,916
Small Essential Partners LLC $29,187 0.02% 3,690
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $25,501 0.02% 3,224
Mid IFP Advisors, Inc $24,329 0.02% 227
Mid Farther Finance Advisors, LLC $23,472 0.02% 219
Mega ROYAL BANK OF CANADA Bank $18,729 0.01% 2,368
Mid Tower Research Capital LLC (TRC) $17,022 0.01% 2,152
Large PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Pension $16,721 0.01% 2,114
Mid GROUP ONE TRADING LLC $10,354 0.01% 1,309
Mid Ameritas Investment Partners, Inc. $9,555 0.01% 1,208
Mid MAI Capital Management $9,373 0.01% 1,185
Mid Blue Trust, Inc. $9,217 0.01% 86
Mega Legal & General Group Plc $8,788 0.01% 1,111
Large OSAIC HOLDINGS, INC. $8,076 0.01% 1,021
Mid Allworth Financial LP $7,300 0.01% 923
Large HUNTINGTON NATIONAL BANK Bank $6,929 0.01% 876
Small Root Financial Partners, LLC $5,631 0.00% 712
Mega CITIGROUP INC $4,500 0.00% 569
Small SJS Investment Consulting Inc. $2,679 0.00% 25
Mid ROTHSCHILD INVESTMENT LLC $2,175 0.00% 275
Mid Arax Advisory Partners $2,167 0.00% 274
Small Fortitude Family Office, LLC Family Office $2,036 0.00% 19
Large DANSKE BANK A/S Bank $1,582 0.00% 200
Mega PNC FINANCIAL SERVICES GROUP, INC. $1,194 0.00% 151
Micro Midwest Capital Advisors, LLC $862 0.00% 109
Mid Sterling Capital Management LLC $632 0.00% 80
Mid SBI Securities Co., Ltd. Broker-Dealer $214 0.00% 2
Small JPL Wealth Management, LLC $213 0.00% 27
Small Sunbelt Securities, Inc. Broker-Dealer $126 0.00% 16
Large NISA INVESTMENT ADVISORS, LLC $118 0.00% 15
Micro Hughes Financial Services, LLC $107 0.00% 1
Micro Dunhill Financial, LLC $39 0.00% 5
Key facts CIK 1831097 CUSIP 00857U206 13F (30d) 20 filings 20 filers Visit website Investor relations

Report a Problem

Category
Description
Email (optional, for follow-up)