AGL · agilon health, inc. · Shareholders & Ownership
Every disclosed holder of AGL in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns AGL
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 16,201,616 | 96.49% |
| Insiders (Forms 3, 4, 5) | 0 | 0.00% |
| 13D/G-only blocks | 5,429,304 | 32.33% |
| Remaining | 4,839,710 | -28.82% |
| Registered funds (N-PORT, not summed) | 3,665,886 | 21.83% |
Shares outstanding: 16,791,210, the issuer's latest cover-page count restated onto today's split basis.
Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.
Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of AGL
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
|
4,000,000 | ||
| 2 |
Clayton, Dubilier & Rice, LLC
13F
CIK 1538642 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,000,000 | ||
| 3 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,011,196 | ||
| 3.1 |
Morgan Stanley Insight Fund
Fund
S000002337 · Registered fund · Jun 30, 2026
Morgan Stanley Insight Fund, not summed
|
274,566 | ||
| 3.2 |
Inception Portfolio
Fund
S000002825 · Registered fund · Jun 30, 2026
MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
|
239,593 | ||
| 3.3 |
Discovery Portfolio
Fund
S000004127 · Registered fund · Jun 30, 2026
MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
|
159,556 | ||
| 3.4 |
Discovery Portfolio
Fund
S000004167 · Registered fund · Jun 30, 2026
MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
|
38,185 | ||
| 4 |
North Peak Capital Management, LLC
13F
CIK 1747888 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,485,066 | ||
| 5 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,146,520 | ||
| 5.1 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
326,344 | ||
| 5.2 |
iShares Russell 2000 Growth ETF
Fund
S000004343 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
117,417 | ||
| 5.3 |
BlackRock Advantage Small Cap Core Fund
Fund
S000039982 · Registered fund · May 29, 2026
BlackRock Funds, not summed
|
50,069 | ||
| 5.4 |
Master Small Cap Index Series
Fund
S000002716 · Registered fund · Jun 30, 2026
Quantitative Master Series LLC, not summed
|
23,300 | ||
| 5.5 |
iShares U.S. Healthcare Providers ETF
Fund
S000009418 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
22,535 | ||
| 6 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
692,541 | ||
| 6.1 |
AQR CAPITAL MANAGEMENT LLC
13G
CIK 1167557 · Registered investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
692,541 | ||
| 6.2 |
AQR Small Cap Multi-Style Fund
Fund
S000040064 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
8,326 | ||
| 7 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
686,792 | ||
| 7.1 |
GOLDMAN SACHS GROUP INC
13G
CIK 886982 · Holding company · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
651,825 | ||
| 7.2 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Aug 31, 2026
GOLDMAN SACHS TRUST, not summed
|
18 | ||
| 8 |
WELLINGTON MANAGEMENT GROUP LLP
13G
CIK 902219 · Holding company · Mar 31, 2025
Rule 13d-1(b), qualified institution
|
599,476 | ||
| 9 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
525,328 | ||
| 10 |
MARSHALL WACE, LLP
13F
CIK 1318757 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
468,293 | ||
| 11 |
Durable Capital Partners LP
13F
CIK 1798849 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
440,642 | ||
| 12 |
Capital World Investors
13G
CIK 1422849 · Investment adviser · Aug 29, 2025
Rule 13d-1(b), qualified institution
|
434,118 | ||
| 13 |
Capital International Investors
13G
CIK 1562230 · Investment adviser · Jun 30, 2025
Rule 13d-1(b), qualified institution
|
395,710 | ||
| 14 |
D. E. Shaw & Co., Inc.
13F
CIK 1009207 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
390,149 | ||
| 15 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
369,638 | ||
| 16 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
348,960 | ||
| 16.1 |
Schwab Fundamental U.S. Small Company ETF
Fund
S000040878 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
177,493 | ||
| 16.2 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
59,647 | ||
| 16.3 |
Schwab Fundamental U.S. Small Company Index Fund
Fund
S000016767 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
50,265 | ||
| 16.4 |
Schwab Small-Cap Index Fund
Fund
S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
30,129 | ||
| 16.5 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
11,084 | ||
| 17 |
O'Rourke Timothy Patrick
Insider
CIK 2134052 · May 7, 2026
Director, CEO & President, issuer-wide, not summed
|
320,000 | ||
| 18 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
314,165 | ||
| 19 |
|
280,126 | ||
| 19.1 |
State Street(R) SPDR(R) S&P(R) Health Care Services ETF
Fund
S000012331 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
16,107 | ||
| 19.2 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
4,411 | ||
| 19.3 |
State Street Total Return V.I.S. Fund
Fund
S000001637 · Registered fund · Jun 30, 2026
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
|
315 | ||
| 19.4 |
State Street Balanced Index Fund
Fund
S000082802 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
67 | ||
| 20 |
JANE STREET GROUP, LLC
13F
CIK 1595888 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
273,393 | ||
| 21 |
Rock Springs Capital Management LP
13F
CIK 1595725 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
262,600 | ||
| 22 |
Morgan Stanley Discovery Portfolio
Fund
S000011089 · Registered fund · Jun 30, 2026
Brighthouse Funds Trust I, not summed
|
246,726 | ||
| 23 |
|
229,071 | ||
| 23.1 |
College Retirement Equities Fund - Total Global Stock Account
Fund
S000005080 · Registered fund · Jun 30, 2026
College Retirement Equities Fund, not summed
|
87,845 | ||
| 23.2 |
Nuveen Quant Small Cap Equity Fund
Fund
S000005386 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
54,970 | ||
| 23.3 |
Nuveen Quant Small/Mid Cap Equity Fund
Fund
S000054623 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
48,300 | ||
| 23.4 |
Nuveen Small Cap Blend Index Fund
Fund
S000005367 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
15,431 | ||
| 23.5 |
Nuveen Equity Index Fund
Fund
S000005360 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
9,669 | ||
| 24 |
EQ/Morgan Stanley Small Cap Growth Portfolio
Fund
S000044689 · Registered fund · Jun 30, 2026
EQ Advisors Trust, not summed
|
188,357 | ||
| 25 |
RENAISSANCE TECHNOLOGIES LLC
13F
CIK 1037389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
152,214 | ||
| 26 |
|
149,141 | ||
| 27 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
142,531 | ||
| 28 |
Schwaneke Jeffrey A.
Insider
CIK 1446919 · Jul 1, 2026
Chief Financial Officer, issuer-wide, not summed
|
138,031 | ||
| 29 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
133,144 | ||
| 29.1 |
Invesco Dorsey Wright Healthcare Momentum ETF
Fund
S000013104 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
53,027 | ||
| 29.2 |
Invesco RAFI US 1500 Small-Mid ETF
Fund
S000013120 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
40,083 | ||
| 30 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
128,328 | ||
| 31 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
125,713 | ||
| 32 |
|
122,850 | ||
| 33 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
13F
CIK 1632972 · Unknown · Sep 30, 2026
|
107,721 | ||
| 34 |
Rubicon Founders LLC
13F
CIK 2032489 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
105,341 | ||
| 35 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
103,432 | ||
| 35.1 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
6,321 | ||
| 36 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
88,305 | ||
| 37 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
81,626 | ||
| 38 |
ACADIAN ASSET MANAGEMENT LLC
13F
CIK 916542 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
79,423 | ||
| 39 |
JOSH ARNOLD INVESTMENT CONSULTANT, LLC
13F
CIK 1911348 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
73,000 | ||
| 40 |
Amundi
13F
CIK 1330387 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
70,954 | ||
| 41 |
Trexquant Investment LP
13F
CIK 1633445 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
69,255 | ||
| 42 |
|
66,075 | ||
| 43 |
VANGUARD RUSSELL 2000 INDEX FUND
Fund
S000030003 · Registered fund · May 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
63,456 | ||
| 44 |
IEQ CAPITAL, LLC
13F
CIK 1779789 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
60,530 | ||
| 45 |
|
56,242 | ||
| 46 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
56,045 | ||
| 47 |
|
51,084 | ||
| 48 |
Longaeva Partners L.P.
13F
CIK 2054122 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
49,741 | ||
| 49 |
Connor, Clark & Lunn Investment Management Ltd.
13F
CIK 1596800 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
42,875 | ||
| 50 |
FRANKLIN RESOURCES INC
13F
CIK 38777 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
42,100 | ||
| 50.1 |
Franklin Small Cap Enhanced ETF
Fund
S000097279 · Registered fund · Jun 30, 2026
Franklin Templeton ETF Trust, not summed
|
1,370 |
14 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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