agilon health, Inc. 13F holders
178 funds reported a position in agilon health, Inc. in their 13F for the quarter ended 30 June 2026, together 16.1 million shares worth $1.72 billion. Against the quarter before, 92 opened a position, 36 added, 34 trimmed and 10 sold out; together they bought a net 1.0 million shares. The largest holders: Clayton, Dubilier & Rice, LLC, Morgan Stanley and North Peak Capital Management, LLC.
Funds holding178+83 on Q1 2026
Shares they held16.1Mworth $1.72 billion
Net bought on the quarter1.0M sharesabout $108.0 million at the funds' values
Funds buying to selling128 to 44opened or added, to cut or sold
Opened 92Added 36Held 16Trimmed 34Sold out 10
What each fund did in AGL against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in AGL in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
2,671 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 25 reported a position in agilon health, Inc.: 5 opened one, 6 added, 5 trimmed and 2 sold out, a net 11,248 shares bought.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Ellsworth Advisors, LLC | +10,161 | 10,161 | new | 13F |
| Y-Intercept (Hong Kong) Ltd | -3,466 | 8,383 | trimmed | 13F |
| Counterpoint Mutual Funds LLC | +3,433 | 3,433 | new | 13F |
| Inspire Investing, LLC | +1,912 | 8,048 | added | 13F |
| State of Alaska, Department of Revenue | +816 | 816 | new | 13F |
| KBC Group NV | +555 | 555 | new | 13F |
| Wealth Enhancement Advisory Services, LLC | -439 | 107,721 | trimmed | 13F |
| Sterling Capital Management LLC | +367 | 411 | added | 13F |
| Center for Financial Planning, Inc. | +130 | 130 | new | 13F |
| Nisa Investment Advisors, LLC | +57 | 112 | added | 13F |
| Essential Partners LLC | -34 | 1,185 | trimmed | 13F |
| SJS Investment Consulting Inc. | +32 | 57 | added | 13F |
| Gamma Investing LLC | -15 | 200 | trimmed | 13F |
| Farther Finance Advisors, LLC | +10 | 229 | added | 13F |
| True Wealth Design, LLC | -9 | 332 | trimmed | 13F |
| Apollon Wealth Management, LLC | +7 | 2,924 | added | 13F |
| Abel Hall, LLC | -2,264 | 0 | sold out | 13F |
| Nvwm, LLC | -5 | 0 | sold out | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 7 reported a position in agilon health, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 314,165 shares worth $33.7 million, 0.0% of its reported book. New this quarter: Citadel Advisors, Millennium Management, Point72 Asset Management. In the quarter, 7 funds added or opened a position and 0 trimmed or sold out; together they bought a net 202,896 shares, about $21.7 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 314,165 | $33.7 million | 0.0% | +48,053 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 152,214 | $16.3 million | 0.0% | +3,171 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 125,713 | $13.5 million | 0.0% | +26,361 | added | 30 June 2026 | 13F |
| Citadel Advisors | 56,045 | $6.0 million | 0.0% | +56,045 | new | 30 June 2026 | 13F |
| Millennium Management | 33,817 | $3.6 million | 0.0% | +33,817 | new | 30 June 2026 | 13F |
| Point72 Asset Management | 32,669 | $3.5 million | 0.0% | +32,669 | new | 30 June 2026 | 13F |
| FMR LLC | 6,817 | $730,615 | 0.0% | +2,780 | added | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Clayton, Dubilier & Rice, LLC | 4,000,000 | 24.87% | $428.7 million | 47.90% | no change | 13F |
| Morgan Stanley | 2,011,196 | 12.50% | $215.6 million | 0.01% | -88,255 | 13F |
| North Peak Capital Management, LLC | 1,485,066 | 9.23% | $159.2 million | 17.69% | -60,471 | 13F |
| BlackRock, Inc. | 1,146,520 | 7.13% | $122.9 million | 0.00% | +273,356 | 13F |
| AQR Capital Management LLC | 692,541 | 4.31% | $74.2 million | 0.03% | -282,356 | 13F |
| Goldman Sachs Group Inc. | 686,792 | 4.27% | $73.6 million | 0.01% | -375,444 | 13F |
| Vanguard Capital Management LLC | 525,328 | 3.27% | $56.3 million | 0.00% | -13,208 | 13F |
| Marshall Wace, LLP | 468,293 | 2.91% | $50.2 million | 0.04% | new | 13F |
| Durable Capital Partners LP | 440,642 | 2.74% | $47.2 million | 0.46% | new | 13F |
| D. E. Shaw & Co., Inc. | 390,149 | 2.43% | $41.8 million | 0.03% | -352,069 | 13F |
| Charles Schwab Investment Management Inc. | 348,960 | 2.17% | $37.4 million | 0.01% | -15,539 | 13F |
| Geode Capital Management, LLC | 314,165 | 1.95% | $33.7 million | 0.00% | +48,053 | 13F |
| State Street Corp. | 280,126 | 1.74% | $30.0 million | 0.00% | +26,422 | 13F |
| Jane Street Group, LLC | 273,393 | 1.70% | $29.3 million | 0.02% | +258,280 | 13F |
| Rock Springs Capital Management LP | 262,600 | 1.63% | $28.1 million | 1.37% | +2,600 | 13F |
| Nuveen, LLC | 229,071 | 1.42% | $24.6 million | 0.01% | +197,075 | 13F |
| Renaissance Technologies LLC | 152,214 | 0.95% | $16.3 million | 0.02% | +3,171 | 13F |
| Invesco Ltd. | 133,144 | 0.83% | $14.3 million | 0.00% | +92,608 | 13F |
| Vanguard Portfolio Management LLC | 128,328 | 0.80% | $13.8 million | 0.00% | +17,493 | 13F |
| Two Sigma Investments, LP | 125,713 | 0.78% | $13.5 million | 0.01% | +26,361 | 13F |
| Wealth Enhancement Advisory Services, LLC | 108,160 | 0.67% | $12.4 million | 0.02% | new | 13F |
| Northern Trust Corp. | 103,432 | 0.64% | $11.1 million | 0.00% | +7,332 | 13F |
| Vanguard Fiduciary Trust Co. | 88,305 | 0.55% | $9.5 million | 0.00% | +2,702 | 13F |
| Bank of America Corp. | 81,626 | 0.51% | $8.7 million | 0.00% | new | 13F |
| Acadian Asset Management LLC | 79,423 | 0.49% | $8.5 million | 0.01% | +41,527 | 13F |
| Josh Arnold Investment Consultant, LLC | 73,000 | 0.45% | $7.8 million | 4.92% | new | 13F |
| Amundi | 70,954 | 0.44% | $7.6 million | 0.00% | new | 13F |
| Trexquant Investment LP | 69,255 | 0.43% | $7.4 million | 0.05% | new | 13F |
| Ieq Capital, LLC | 60,530 | 0.38% | $6.5 million | 0.03% | -7,481 | 13F |
| Citadel Advisors LLC | 56,045 | 0.35% | $6.0 million | 0.00% | new | 13F |
| UBS Group AG | 51,084 | 0.32% | $5.5 million | 0.00% | -7,036 | 13F |
| Longaeva Partners L.P. | 49,741 | 0.31% | $5.3 million | 0.15% | new | 13F |
| Connor, Clark & Lunn Investment Management Ltd. | 42,875 | 0.27% | $4.6 million | 0.01% | +22,592 | 13F |
| Franklin Resources Inc. | 42,100 | 0.26% | $4.5 million | 0.00% | new | 13F |
| Eversept Partners, LP | 37,792 | 0.23% | $4.1 million | 0.22% | -138,796 | 13F |
| Bank of New York Mellon Corp | 35,336 | 0.22% | $3.8 million | 0.00% | +3,074 | 13F |
| Tudor Investment Corp. Et Al | 35,336 | 0.22% | $3.8 million | 0.02% | +3,106 | 13F |
| Millennium Management LLC | 33,817 | 0.21% | $3.6 million | 0.00% | new | 13F |
| Point72 Asset Management, L.P. | 32,669 | 0.20% | $3.5 million | 0.01% | new | 13F |
| Jacobs Levy Equity Management, Inc. | 31,643 | 0.20% | $3.4 million | 0.01% | -264,909 | 13F |
| Sierra Summit Advisors LLC | 31,143 | 0.19% | $3.3 million | 0.37% | new | 13F |
| Gsa Capital Partners LLP | 29,703 | 0.18% | $3.2 million | 0.20% | -43,095 | 13F |
| Balyasny Asset Management L.P. | 26,022 | 0.16% | $2.8 million | 0.01% | new | 13F |
| Cerity Partners LLC | 24,972 | 0.16% | $2.7 million | 0.00% | -1,148 | 13F |
| Voloridge Investment Management, LLC | 24,243 | 0.15% | $2.6 million | 0.01% | new | 13F |
| Mariner, LLC | 21,503 | 0.13% | $2.3 million | 0.00% | -2,213 | 13F |
| Jump Financial, LLC | 19,176 | 0.12% | $2.1 million | 0.02% | new | 13F |
| Harvest Investment Services, LLC | 18,585 | 0.12% | $2.0 million | 0.31% | new | 13F |
| Susquehanna Portfolio Strategies, LLC | 17,406 | 0.11% | $1.9 million | 0.03% | new | 13F |
| JPMorgan Chase & Co. | 14,860 | 0.09% | $1.7 million | 0.00% | -13,830 | 13F |
The 50 largest of the 178 funds that reported a position in AGL in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on AGL
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 70,628 | $7.6 million | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 57,900 | $6.2 million | 30 June 2026 | 13F |
| Point72 Asset Management | Calls | 6,600 | $707,388 | 30 June 2026 | 13F |
| Point72 Asset Management | Puts | 900 | $96,462 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 12 August 2026 | 13G/A | AQR Capital Management, LLC and 3 others | 692,541 | 4.2% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 11 August 2026 | 13G/A | The Goldman Sachs Group, Inc. and 3 others | 651,826 | 3.9% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 14 May 2026 | 13G | AQR Capital Management, LLC and 3 others | 974,897 | 5.9% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 13 May 2026 | 13G | The Goldman Sachs Group, Inc. and 3 others | 1.0 million | 6.1% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 30 January 2026 | 13G/A | The Vanguard Group and 1 other | 18.3 million | 4.4% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 13 November 2025 | 13G/A | North Peak Capital Management, LLC and 15 others | 39.4 million | 9.5% | 30 September 2025 | passive, under 20% (13d-1(c)) | EDGAR |
| 5 November 2025 | 13G/A | FMR LLC and 3 others | 15.4 million | 3.7% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 30 October 2025 | 13G/A | The Vanguard Group and 1 other | 24.3 million | 5.9% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 30 September 2026 | 8 | $78.15 | SEC |
| 24 September 2026 | 177 | $84.56 | SEC |
| 18 September 2026 | 1,070 | $89.17 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.