13F

Stock

agilon health, inc.

AGL · held by 197 managers

Reported value

$257.6M

Holders

197

+0 new · −2 exited

Holders’ est. mark

−$21.1M

Price effect on 11 books still in the name

Largest holder

$69M

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, LLC100M$69M—Held
MORGAN STANLEY53.9M$37.1M−$18.4MCut−$24.1M
North Peak Capital Management, LLC38.1M$26.3M—Held
BlackRock, Inc.22.6M$15.6M—Held
D. E. Shaw & Co., Inc.20.3M$14M—Held
GOLDMAN SACHS GROUP INC20.1M$13.8M—Held
Vanguard18.3M$12.6M—Held
Icahn Capital10.2M$7.03M—Held
Capital World Investors8.36M$5.76M—Held
CHARLES SCHWAB INVESTMENT MANAGEMENT INC8.02M$5.52M—Held
GEODE CAPITAL MANAGEMENT, LLC7.18M$4.94M—Held
CenterBook Partners LP7.02M$4.84M—Held
Rock Springs Capital Management LP6.5M$4.48M—Held
State Street6.32M$4.35M—Held
Rubicon Founders LLC6.29M$4.33M−$2.15MCut−$2.15M
JACOBS LEVY EQUITY MANAGEMENT, INC4.04M$2.78M—Held
UBS Group AG3.4M$2.34M—Held
Fidelity2.88M$1.99M—Held
Renaissance Technologies2.37M$1.63M—Held
NORTHERN TRUST CORP2.29M$1.57M—Held
Amundi1.97M$1.36M—Held
Citadel1.24M$854K—Held
Numerai GP LLC1.23M$845.8K—Held
TWO SIGMA ADVISERS, LP1.11M$767.4K—Held
TWO SIGMA INVESTMENTS, LP1.11M$763.3K—Held
CANADA PENSION PLAN INVESTMENT BOARD1.09M$750.7K—Held
Invesco Ltd.1M$691.6K—Held
IEQ CAPITAL, LLC1M$690.8K—Held
Bank of New York Mellon Corp836.6K$576.2K—Held
TUDOR INVESTMENT CORP ET AL805.8K$554.9K−$275KCut−$275K
Nuveen, LLC795.9K$548.1K—Held
DEUTSCHE BANK AG\701.2K$483.8K—Held
Inspire Investing, LLC695.9K$479.3K—Held
Connor, Clark & Lunn Investment Management Ltd.540.1K$372K—Held
BARCLAYS PLC528.6K$364.1K−$167.6KCut−$141.8K
JPMORGAN CHASE & CO491.9K$338.8K—Held
MILLENNIUM MANAGEMENT LLC451.3K$310.8K—Held
SUSQUEHANNA INTERNATIONAL GROUP, LLP412.1K$283.8K—Held
Cerity Partners LLC402.9K$277.5K—Held
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC323.6K$267K—Held
RHUMBLINE ADVISERS369.1K$254.3K—Held
State of Wyoming359.7K$247.7K—Held
WELLS FARGO & COMPANY/MN337.6K$232.5K—Held
ALLIANCEBERNSTEIN L.P.327.6K$225.6K—Held
DIMENSIONAL FUND ADVISORS LP316.5K$218.5K—Held
STRS OHIO311K$214.2K—Held
BANK OF AMERICA CORP /DE/283.2K$194.9K−$96.9KCut−$5.38M
Checchi Capital Advisers, LLC250K$172.2K—Held
Mariner, LLC238.5K$165.8K—Held
Russell Investments Group, Ltd.236.9K$163.1K—Held
Simplify Asset Management Inc.218.8K$150.7K—Held
ATWOOD & PALMER INC210K$144.6K—Held
Y-Intercept (Hong Kong) Ltd199.8K$137.6K—Held
Atwater Malick LLC197.6K$136.1K—Held
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.174.5K$120.2K—Held
Balyasny Asset Management L.P.155.8K$107.3K—Held
Verition Fund Management LLC155.4K$107K—Held
MARSHALL WACE, LLP139.8K$96.5K—Held
Odyssean, LLC139.6K$96.1K—Held
CAPTRUST FINANCIAL ADVISORS133.1K$91.6K—Held
INTECH INVESTMENT MANAGEMENT LLC132.3K$91.1K—Held
MERCER GLOBAL ADVISORS INC /ADV125K$86.1K—Held
Alpine Global Management, LLC121.7K$83.8K—Held
SIMPLEX TRADING, LLC113.7K$78.3K—Held
Susquehanna Portfolio Strategies, LLC110.7K$76.2K—Held
Creative Planning108K$74.4K—Held
Engineers Gate Manager LP108K$74.3K—Held
BNP PARIBAS FINANCIAL MARKETS105.9K$72.9K—Held
MANUFACTURERS LIFE INSURANCE COMPANY, THE98.4K$67.7K—Held
Corient Private Wealth LLC95.2K$65.6K—Held
Pallas Capital Advisors LLC85.8K$59.1K—Held
Police & Firemen's Retirement System of New Jersey85.3K$58.8K—Held
TWO SIGMA SECURITIES, LLC84K$57.8K—Held
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM83.7K$57.6K—Held
MetLife Investment Management, LLC82.8K$57K—Held
Apollon Wealth Management, LLC82.3K$56.7K—Held
NEW YORK STATE COMMON RETIREMENT FUND80.6K$55.5K—Held
Quantbot Technologies LP78.3K$53.9K—Held
Focus Partners Advisor Solutions, LLC77.1K$53.1K—Held
Krilogy Financial LLC48.9K$46.4K—Held
HSBC HOLDINGS PLC62.9K$44K—Held
Focus Partners Wealth62.9K$43.3K—Held
VOYA INVESTMENT MANAGEMENT LLC56.7K$39.1K—Held
ProShare Advisors LLC56.3K$38.7K—Held
Graham Capital Management, L.P.52.8K$36.4K—Held
Private Advisor Group, LLC52.1K$35.9K—Held
Merit Financial Group, LLC51K$35.1K—Held
Essential Partners LLC50.7K$34.9K−$60Added$34.7K
MYDA Advisors LLC50K$34.4K—Held
Legal & General Group Plc47.9K$33K—Held
Symphony Financial Services, Inc.46.6K$32.1K—Held
XTX Topco Ltd44.5K$30.7K—Held
LPL Financial LLC44.1K$30.3K—Held
Empowered Funds, LLC43.1K$29.7K—Held
BAILARD, INC.42.2K$29K—Held
RAYMOND JAMES FINANCIAL INC36K$24.8K—Held
VICTORY CAPITAL MANAGEMENT INC35.1K$24.2K—Held
Acropolis Investment Management, LLC35K$24.1K—Held
WealthBridge Capital Management, LLC34.8K$24K—Held
Integrated Wealth Concepts LLC32.8K$22.6K—Held
Swisher Financial Concepts, Inc.32.5K$22.4K—Held
McAdam, LLC30.9K$21.3K—Held
NINE MASTS CAPITAL Ltd30.5K$21K—Held
Caerus Investment Advisors, LLC30.3K$20.9K—Held
Ameritas Investment Partners, Inc.30.2K$20.8K—Held
YARGER WEALTH STRATEGIES, LLC28.8K$19.8K—Held
Sequoia Financial Advisors, LLC27.8K$19.2K—Held
EverSource Wealth Advisors, LLC27.6K$19K—Held
Tower Research Capital LLC (TRC)26.5K$18.3K—Held
Vise Technologies, Inc.25.4K$17.5K—Held
SEI INVESTMENTS CO25.3K$17.4K—Held
OSAIC HOLDINGS, INC.25.1K$17.3K—Held
ACT Advisors, LLC.24.6K$16.9K—Held
XPONANCE LLC24.3K$16.7K—Held
FIRST CITIZENS BANK & TRUST CO24.1K$16.6K—Held
NorthCrest Asset Manangement, LLC23.6K$16.4K—Held
waypoint wealth counsel23.8K$16.4K—Held
WADDELL & ASSOCIATES, LLC23.4K$16.1K—Held
Sagewood Asset Management LP22.9K$15.8K—Held
Simplicity Wealth,LLC22.1K$15.2K—Held
SmartHarvest Portfolios, LLC22K$15.1K—Held
HUNTINGTON NATIONAL BANK21.9K$15.1K—Held
JANE STREET GROUP, LLC21.3K$14.6K—Held
PDS Planning, Inc21.1K$14.5K—Held
Chicago Partners Investment Group LLC14.4K$14.3K—Held
CIBC WORLD MARKETS CORP20.4K$14.1K—Held
MACKENZIE FINANCIAL CORP19.5K$13.9K—Held
EVOLVE PRIVATE WEALTH, LLC19.7K$13.5K—Held
PRUDENTIAL FINANCIAL INC19.6K$13.5K—Held
Avestar Capital, LLC19.5K$13.4K—Held
Arkadios Wealth Advisors19.5K$13.4K—Held
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM19K$13.1K—Held
ROYAL BANK OF CANADA18.3K$13K—Held
Wealthcare Capital Partners, LLC18.3K$12.6K—Held
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO18.3K$12.6K—Held
POINCIANA ADVISORS GROUP, LLC18.3K$12.6K—Held
Everhart Financial Group, Inc.18.3K$12.6K—Held
PRINCIPAL FINANCIAL GROUP INC18.2K$12.6K—Held
Root Financial Partners, LLC17.8K$12.3K—Held
Parcion Private Wealth LLC17.1K$11.8K—Held
Wealthcare Advisory Partners LLC17K$11.7K—Held
Abel Hall, LLC16.9K$11.7K—Held
Waverly Advisors, LLC15.7K$10.8K—Held
Kera Capital Partners, Inc.12.1K$10.1K—Held
Catalyst Funds Management Pty Ltd14.4K$9.92K—Held
Kaufman Rossin Wealth, LLC13.8K$9.49K—Held
Hamilton Capital, LLC13.4K$9.24K—Held
NEUBERGER BERMAN GROUP LLC13K$8.95K—Held
CIBC Asset Management Inc12.9K$8.89K—Held
Brookstone Capital Management12.2K$8.42K—Held
EVOKE WEALTH, LLC11.2K$7.68K—Held
HB Wealth Management, LLC10.5K$7.24K—Held
Quotient Wealth Partners, LLC10.4K$7.15K—Held
Tidal Investments LLC10.2K$7.01K—Held
DANSKE BANK A/S10K$6.89K−$16.1KCut−$16.1K
BAHL & GAYNOR INC10K$6.89K—Held
QTR Family Wealth, LLC14.8K$6.66K—Held
CITIGROUP INC8.58K$5.91K—Held
IFP Advisors, Inc7.76K$5.34K−$22Added$5.28K
Allworth Financial LP6.41K$4.42K−$316Added$3.47K
True Wealth Design, LLC6.34K$4.37K—Held
Optiver Holding B.V.5.5K$3.79K—Held
Farther Finance Advisors, LLC3.38K$2.33K—Held
GAMMA Investing LLC3.24K$2.23K—Held
ROTHSCHILD INVESTMENT LLC2.37K$1.63K—Held
Midwest Capital Advisors, LLC2.36K$1.63K—Held
Blue Trust, Inc.2.17K$1.5K—Held
GSA CAPITAL PARTNERS LLP2.04M$1.41K—Held
Sterling Capital Management LLC2.01K$1.38K—Held
Frazier Financial Advisors, LLC1.11K$767—Held
Clayton Financial Group LLC1K$689—Held
Leonteq Securities AG743$512−$253Cut−$5.16K
PNC Financial Services Group, Inc.720$496—Held
SIGNATUREFD, LLC615$424—Held
HRT FINANCIAL LP565.2K$389—Held
MAI Capital Management449$310—Held
ACADIAN ASSET MANAGEMENT LLC435.9K$298—Held
CWM, LLC391K$269—Held
SBI Securities Co., Ltd.362$249—Held
SG Americas Securities, LLC267.3K$184—Held
SJS Investment Consulting Inc.253$175—Held
PRICE T ROWE ASSOCIATES INC /MD/167K$114—Held
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC137$94—Held
CoreCap Advisors, LLC123$85—Held
Caitong International Asset Management Co., Ltd106$73—Held
COMERICA BANK96$66—Held
Arax Advisory Partners52$36—Held
Clearstead Advisors, LLC48$34—Held
Global Retirement Partners, LLC49$34—Held
Prestige Wealth Management Group LLC30$21−$10Cut−$10
WEDBUSH SECURITIES INC20.7K$14—Held
NATURAL INVESTMENTS, LLC18.8K$12—Held
AMALGAMATED BANK9.7K$7—Held
SageView Advisory Group, LLC4$3—Held
HHM Wealth Advisors, LLC4$3—Held
Covestor Ltd5.05K$3—Held
Dunhill Financial, LLC5$3—Held

Who left

Positions as of Q4 2025. 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.