13F

Stock

agilon health, inc.

AGL · held by 98 managers

Reported value

$121.4M

Holders

98

+90 new · −187 exited

Holders’ est. mark

$103.9M

Price effect on 84 books still in the name

Largest holder

$31.6M

Clayton, Dubilier & Rice, LLC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Clayton, Dubilier & Rice, LLC4M$31.6M$28.9MCut−$37.4M
MORGAN STANLEY2.1M$16.6M$15.2MCut−$20.5M
North Peak Capital Management, LLC1.55M$12.2M$11.2MCut−$14M
GOLDMAN SACHS GROUP INC1.06M$8.4M$7.67MCut−$5.41M
Icahn Capital974.9K$7.71M$7.04MAdded$678.6K
BlackRock, Inc.873.2K$6.91M$6.31MCut−$8.67M
D. E. Shaw & Co., Inc.742.2K$5.87M$5.36MCut−$8.12M
VANGUARD CAPITAL MANAGEMENT LLC538.5K$4.26MHeld
CHARLES SCHWAB INVESTMENT MANAGEMENT INC364.5K$2.88M$2.63MCut−$2.64M
JACOBS LEVY EQUITY MANAGEMENT, INC296.6K$2.35M$2.14MCut−$435.2K
GEODE CAPITAL MANAGEMENT, LLC266.1K$2.11M$1.92MCut−$2.84M
Rock Springs Capital Management LP260K$2.06M$1.88MCut−$2.42M
State Street253.7K$2.01M$1.83MCut−$2.34M
Rubicon Founders LLC251.7K$1.99M$1.82MCut−$2.34M
DIMENSIONAL FUND ADVISORS LP221.9K$1.6M$1.44MAdded$1.38M
Eversept Partners, LP176.6K$1.4MNew
Renaissance Technologies149K$1.18M$1.08MCut−$454K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC107.8K$1.16M$1.07MAdded$891.2K
VANGUARD PORTFOLIO MANAGEMENT LLC110.8K$876.7KHeld
TWO SIGMA INVESTMENTS, LP99.4K$785.9K$717.5KAdded$22.5K
NORTHERN TRUST CORP96.1K$760.2K$694KCut−$814.3K
VANGUARD FIDUCIARY TRUST CO85.6K$677.1KHeld
IEQ CAPITAL, LLC68K$538K$491.1KCut−$152.8K
Inspire Investing, LLC64.1K$506.9K$462.8KAdded$27.6K
UBS Group AG58.1K$459.7K$419.7KCut−$1.88M
Invesco Ltd.40.5K$320.6K$292.7KCut−$371K
Bank of New York Mellon Corp32.3K$255.2K$233KCut−$321K
TUDOR INVESTMENT CORP ET AL32.2K$254.9K$232.7KCut−$300K
Nuveen, LLC32K$253.1K$231.1KCut−$295K
CWM, LLC31K$245.6K$245.6KAdded$245.3K
CANADA PENSION PLAN INVESTMENT BOARD30.6K$242.1K$221KCut−$508.6K
LAZARD ASSET MANAGEMENT LLC30K$237.6KNew
Cerity Partners LLC26.1K$206.6K$188.6KCut−$70.9K
BNP PARIBAS FINANCIAL MARKETS25.8K$203.9K$186.2KAdded$131K
State of Wyoming22.7K$179.4K$163.7KCut−$68.3K
Mariner, LLC23.7K$179K$162.6KAdded$13.2K
Russell Investments Group, Ltd.21.2K$167.8K$153.2KAdded$4.63K
Connor, Clark & Lunn Investment Management Ltd.20.3K$160.4K$146.5KCut−$211.6K
JANE STREET GROUP, LLC15.1K$119.5K$109.1KAdded$104.9K
RHUMBLINE ADVISERS13.6K$107.3K$97.9KCut−$147K
ALLIANCEBERNSTEIN L.P.13.1K$103.6K$94.6KCut−$122K
STRS OHIO12.4K$98.4K$89.8KCut−$115.8K
SUSQUEHANNA INTERNATIONAL GROUP, LLP11.6K$91.5K$83.6KCut−$192.3K
MERCER GLOBAL ADVISORS INC /ADV11.4K$90.3K$82.5KAdded$4.26K
waypoint wealth counsel11.3K$89.3K$81.5KAdded$72.9K
Creative Planning10.2K$80.3K$73.3KAdded$5.96K
DEUTSCHE BANK AG\10K$79.2K$72.3KCut−$404.7K
Checchi Capital Advisers, LLC10K$79.1K$72.2KCut−$93.1K
ATWOOD & PALMER INC8.4K$66.4K$60.7KCut−$78.2K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7.37K$58.3K$53.2KCut−$61.9K
BARCLAYS PLC5.46K$43.2K$39.4KCut−$320.8K
Vanguard Global Advisers, LLC4.79K$37.8KHeld
WELLS FARGO & COMPANY/MN4.53K$35.8K$32.7KCut−$196.7K
SIMPLEX TRADING, LLC4.25K$33.6K$30.7KCut−$44.7K
Fidelity4.04K$31.9K$29.2KCut−$1.95M
Quantbot Technologies LP3.92K$31K$28.3KCut−$22.9K
Essential Partners LLC3.69K$29.2K$26.6KCut−$5.74K
Police & Firemen's Retirement System of New Jersey3.41K$27K$24.6KCut−$31.8K
NEW YORK STATE COMMON RETIREMENT FUND3.22K$25.5K$23.3KCut−$30K
ROYAL BANK OF CANADA2.37K$19K$17.3KAdded$6K
Tower Research Capital LLC (TRC)2.15K$17K$15.5KCut−$1.23K
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2.11K$16.7K$15.3KAdded$4.09K
EverSource Wealth Advisors, LLC2.06K$16.3K$14.9KCut−$2.74K
GROUP ONE TRADING LLC1.31K$10.4KNew
Ameritas Investment Partners, Inc.1.21K$9.55K$8.72KCut−$11.3K
MAI Capital Management1.19K$9.38K$3.24KAdded$9.06K
JPMORGAN CHASE & CO28.7K$9.22K−$10.5KCut−$329.6K
Legal & General Group Plc1.11K$8.79K$8.02KCut−$24.2K
OSAIC HOLDINGS, INC.1.02K$8.07K$7.37KCut−$9.24K
HUNTINGTON NATIONAL BANK876$7.04K$6.44KCut−$8.04K
Root Financial Partners, LLC712$5.63K$5.14KCut−$6.63K
CITIGROUP INC569$4.5K$4.11KCut−$1.41K
IFP Advisors, Inc6.39K$3.78K−$623Cut−$1.57K
ROTHSCHILD INVESTMENT LLC275$2.17K$1.99KAdded$546
Arax Advisory Partners274$2.17K$375Added$2.13K
PNC Financial Services Group, Inc.151$1.19K$1.09KAdded$698
GAMMA Investing LLC113$894$816Cut−$1.34K
Midwest Capital Advisors, LLC109$863$788Cut−$762
Blue Trust, Inc.86$680$621Cut−$817
Sterling Capital Management LLC80$635$580Cut−$747
GSA CAPITAL PARTNERS LLP72.8K$576$526Cut−$832
Allworth Financial LP923$297−$339Cut−$4.12K
ACADIAN ASSET MANAGEMENT LLC37.9K$296$270Cut−$2
SJS Investment Consulting Inc.27$212$193Added$37
Sunbelt Securities, Inc.16$127New
NISA INVESTMENT ADVISORS, LLC15$119New
True Wealth Design, LLC341$110−$125Cut−$4.25K
SBI Securities Co., Ltd.11$87$79Cut−$162
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC5$40$37Cut−$54
Dunhill Financial, LLC5$40$37Added$37
Wealth Preservation Advisors, LLC5$40New
Transamerica Financial Advisors, LLC2$15New
Clayton Financial Group LLC40$13−$15Cut−$676
JPL Wealth Management, LLC27$9New
HHM Wealth Advisors, LLC0$2Cut−$1
Prestige Wealth Management Group LLC1$1$0Cut−$20
DANSKE BANK A/S200$0−$138Cut−$6.89K

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.