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

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.