AGL — AGILON HEALTH INC
As of Q2 2026, 33 SEC-registered investment managers reported holding AGL (AGILON HEALTH INC) in their latest 13F filings, with a combined reported value of $776.02M across 7.25M shares. That is +4.3% by share count (+301.17K shares) versus the previous quarter, while reported value moved +1311.7%. Ownership is concentrated: the five largest holders account for 69.1% of reported value and the top ten for 88.3%.
Compared with the prior quarter, 12 opened new positions, 13 added to existing stakes, 7 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
AGL is classified in the Health Care sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 2.01M | $215.56M | 0.01% | Reduce |
| BlackRock Inc history | 1.15M | $122.88M | 0.00% | Add |
| AQR Capital Management history | 692.54K | $74.23M | 0.03% | Reduce |
| Goldman Sachs Group history | 686.79K | $73.61M | 0.01% | Reduce |
| Marshall Wace history | 468.29K | $50.19M | 0.04% | New |
| D. E. Shaw & Co history | 390.15K | $41.82M | 0.02% | Reduce |
| Charles Schwab Investment Management history | 348.96K | $37.40M | 0.01% | Reduce |
| Geode Capital Management history | 314.17K | $33.68M | 0.00% | Add |
| Citadel Advisors history | 184.57K | $19.78M | 0.00% | Add |
| Renaissance Technologies history | 152.21K | $16.31M | 0.02% | Add |
| Invesco Ltd history | 133.14K | $14.27M | 0.00% | Add |
| Two Sigma Investments history | 125.71K | $13.47M | 0.01% | Add |
| Northern Trust Corp history | 103.43K | $11.09M | 0.00% | Add |
| Bank of America Corp history | 81.63K | $8.75M | 0.00% | New |
| Amundi US history | 70.95K | $7.60M | 0.00% | New |
| UBS Group AG history | 51.08K | $5.48M | 0.00% | Reduce |
| Franklin Resources history | 42.10K | $4.51M | 0.00% | New |
| Point72 Asset Management history | 40.17K | $4.31M | 0.01% | New |
| BNY Mellon history | 35.34K | $3.79M | 0.00% | Add |
| Millennium Management history | 33.82K | $3.62M | 0.00% | New |
| Balyasny Asset Management history | 26.02K | $2.79M | 0.00% | New |
| JPMorgan Chase & Co history | 14.86K | $1.71M | 0.00% | New |
| Prudential Financial history | 15.00K | $1.61M | 0.00% | New |
| MFS Investment Management history | 14.91K | $1.60M | 0.00% | New |
| Wells Fargo & Co history | 14.87K | $1.59M | 0.00% | Add |
| Deutsche Bank AG history | 13.18K | $1.41M | 0.00% | Add |
| CPP Investments history | 9.50K | $1.02M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 6.82K | $730.62K | 0.00% | Add |
| Citigroup Inc history | 5.93K | $636.11K | 0.00% | Add |
| Manulife Financial history | 3.32K | $355.41K | 0.00% | New |
| Legal & General Investment Management America history | 1.80K | $193.46K | 0.00% | Add |
| PNC Financial Services history | 151 | $16.18K | 0.00% | Hold |
| T. Rowe Price Associates history | 11.61K | $1.25K | 0.00% | New |
Q1 2026 — 22 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 2.10M | $16.61M | 0.00% | Reduce |
| Goldman Sachs Group history | 1.06M | $8.40M | 0.00% | Reduce |
| AQR Capital Management history | 974.90K | $7.71M | 0.00% | Reduce |
| BlackRock Inc history | 873.16K | $6.91M | 0.00% | Reduce |
| D. E. Shaw & Co history | 742.22K | $5.87M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 364.50K | $2.88M | 0.00% | Reduce |
| Geode Capital Management history | 266.11K | $2.11M | 0.00% | Reduce |
| Renaissance Technologies history | 149.04K | $1.18M | 0.00% | Reduce |
| Two Sigma Investments history | 99.35K | $785.87K | 0.00% | Reduce |
| Northern Trust Corp history | 96.10K | $760.15K | 0.00% | Reduce |
| UBS Group AG history | 58.12K | $459.73K | 0.00% | Reduce |
| Invesco Ltd history | 40.54K | $320.64K | 0.00% | Reduce |
| BNY Mellon history | 32.26K | $255.19K | 0.00% | Reduce |
| CPP Investments history | 30.60K | $242.08K | 0.00% | Reduce |
| Lazard Asset Management history | 30.04K | $237.62K | 0.00% | New |
| Citadel Advisors history | 10.56K | $83.50K | 0.00% | Reduce |
| Deutsche Bank AG history | 10.01K | $79.17K | 0.00% | Reduce |
| Wells Fargo & Co history | 4.53K | $35.82K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.04K | $31.93K | 0.00% | Reduce |
| Legal & General Investment Management America history | 1.11K | $8.79K | 0.00% | Reduce |
| Citigroup Inc history | 569 | $4.50K | 0.00% | Reduce |
| PNC Financial Services history | 151 | $1.19K | 0.00% | Reduce |
Q4 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 53.88M | $37.11M | 0.00% | Reduce |
| BlackRock Inc history | 22.62M | $15.57M | 0.00% | Reduce |
| D. E. Shaw & Co history | 20.31M | $13.99M | 0.01% | Add |
| Goldman Sachs Group history | 20.06M | $13.81M | 0.00% | Add |
| Vanguard Group history | 18.32M | $12.62M | 0.00% | Reduce |
| AQR Capital Management history | 10.21M | $7.03M | 0.00% | Add |
| Capital World Investors history | 8.36M | $5.76M | 0.00% | Hold |
| Charles Schwab Investment Management history | 8.02M | $5.52M | 0.00% | Add |
| Geode Capital Management history | 7.18M | $4.94M | 0.00% | Hold |
| UBS Group AG history | 3.40M | $2.34M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 2.88M | $1.99M | 0.00% | Reduce |
| Renaissance Technologies history | 2.37M | $1.63M | 0.00% | Add |
| Northern Trust Corp history | 2.29M | $1.57M | 0.00% | Reduce |
| Amundi US history | 1.97M | $1.36M | 0.00% | New |
| Citadel Advisors history | 1.46M | $1.01M | 0.00% | Reduce |
| Two Sigma Investments history | 1.11M | $763.35K | 0.00% | New |
| CPP Investments history | 1.09M | $750.68K | 0.00% | Add |
| Invesco Ltd history | 1.00M | $691.64K | 0.00% | Add |
| BNY Mellon history | 836.61K | $576.17K | 0.00% | Reduce |
| Deutsche Bank AG history | 701.23K | $483.85K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 491.94K | $338.80K | 0.00% | Reduce |
| Millennium Management history | 451.27K | $310.79K | 0.00% | Reduce |
| Wells Fargo & Co history | 337.62K | $232.52K | 0.00% | Add |
| Bank of America Corp history | 283.24K | $194.87K | 0.00% | Reduce |
| Balyasny Asset Management history | 155.78K | $107.29K | 0.00% | Reduce |
| Marshall Wace history | 139.84K | $96.49K | 0.00% | New |
| Manulife Financial history | 98.37K | $67.75K | 0.00% | Reduce |
| Legal & General Investment Management America history | 47.94K | $33.02K | 0.00% | Reduce |
| Prudential Financial history | 19.61K | $13.51K | 0.00% | Reduce |
| Principal Global Investors history | 18.23K | $12.55K | 0.00% | Reduce |
| Citigroup Inc history | 8.58K | $5.91K | 0.00% | Reduce |
| PNC Financial Services history | 720 | $496 | 0.00% | Reduce |
| T. Rowe Price Associates history | 166.95K | $114 | 0.00% | Reduce |
Q3 2025 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 59.38M | $61.17M | 0.00% | Add |
| Vanguard Group history | 24.29M | $25.02M | 0.00% | Reduce |
| BlackRock Inc history | 24.20M | $24.92M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 15.65M | $16.12M | 0.00% | Reduce |
| D. E. Shaw & Co history | 9.99M | $10.29M | 0.01% | Add |
| Capital World Investors history | 8.36M | $8.62M | 0.00% | Reduce |
| Geode Capital Management history | 7.14M | $7.36M | 0.00% | Hold |
| Goldman Sachs Group history | 6.77M | $6.97M | 0.00% | Add |
| Charles Schwab Investment Management history | 6.13M | $6.31M | 0.00% | Add |
| Bank of America Corp history | 5.41M | $5.58M | 0.00% | Add |
| Citadel Advisors history | 4.35M | $4.48M | 0.00% | Reduce |
| Millennium Management history | 3.00M | $3.09M | 0.00% | Add |
| Northern Trust Corp history | 2.65M | $2.73M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 2.11M | $2.17M | 0.00% | Add |
| Renaissance Technologies history | 1.46M | $1.50M | 0.00% | Add |
| UBS Group AG history | 968.23K | $997.28K | 0.00% | Reduce |
| BNY Mellon history | 851.37K | $876.91K | 0.00% | Add |
| Invesco Ltd history | 768.32K | $791.36K | 0.00% | Add |
| Deutsche Bank AG history | 733.88K | $755.90K | 0.00% | Reduce |
| AQR Capital Management history | 705.93K | $727.11K | 0.00% | Add |
| Point72 Asset Management history | 368.26K | $379.31K | 0.00% | Add |
| Legal & General Investment Management America history | 335.74K | $344.55K | 0.00% | Reduce |
| Balyasny Asset Management history | 293.46K | $302.27K | 0.00% | Add |
| Wells Fargo & Co history | 189.70K | $195.39K | 0.00% | Add |
| CPP Investments history | 186.50K | $192.09K | 0.00% | Add |
| Janus Henderson Group history | 137.26K | $140.69K | 0.00% | Hold |
| Manulife Financial history | 105.89K | $109.07K | 0.00% | Reduce |
| Prudential Financial history | 40.88K | $42.11K | 0.00% | Hold |
| Citigroup Inc history | 36.25K | $37.34K | 0.00% | Reduce |
| Principal Global Investors history | 23.60K | $24.31K | 0.00% | Add |
| PNC Financial Services history | 1.52K | $1.57K | 0.00% | Add |
| T. Rowe Price Associates history | 208.55K | $215 | 0.00% | Reduce |
Q2 2025 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 57.23M | $131.63M | 0.01% | Add |
| Capital World Investors history | 45.57M | $104.81M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 39.32M | $90.44M | 0.01% | Add |
| Vanguard Group history | 30.30M | $69.69M | 0.00% | Hold |
| BlackRock Inc history | 24.77M | $56.98M | 0.00% | Hold |
| Geode Capital Management history | 7.16M | $16.46M | 0.00% | Add |
| Goldman Sachs Group history | 5.64M | $12.97M | 0.00% | Add |
| Charles Schwab Investment Management history | 4.97M | $11.43M | 0.00% | Add |
| Citadel Advisors history | 4.40M | $10.12M | 0.00% | Reduce |
| Wellington Management Group history | 3.98M | $9.16M | 0.00% | Reduce |
| Bank of America Corp history | 3.83M | $8.82M | 0.00% | Add |
| Northern Trust Corp history | 2.71M | $6.23M | 0.00% | Reduce |
| Amundi US history | 1.80M | $4.29M | 0.00% | Add |
| Marshall Wace history | 1.48M | $3.41M | 0.00% | Add |
| Norges Bank Investment Management history | 1.43M | $3.30M | 0.00% | New |
| D. E. Shaw & Co history | 1.43M | $3.28M | 0.00% | Add |
| UBS Group AG history | 1.34M | $3.09M | 0.00% | Reduce |
| Deutsche Bank AG history | 950.37K | $2.19M | 0.00% | Reduce |
| Renaissance Technologies history | 850.00K | $1.96M | 0.00% | Reduce |
| BNY Mellon history | 824.73K | $1.90M | 0.00% | Add |
| Millennium Management history | 788.27K | $1.81M | 0.00% | Reduce |
| AQR Capital Management history | 702.13K | $1.61M | 0.00% | Add |
| Invesco Ltd history | 688.18K | $1.58M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 680.25K | $1.56M | 0.00% | Reduce |
| Legal & General Investment Management America history | 346.03K | $795.87K | 0.00% | Add |
| Point72 Asset Management history | 331.63K | $762.74K | 0.00% | New |
| Two Sigma Investments history | 241.89K | $556.35K | 0.00% | Add |
| Franklin Resources history | 206.55K | $475.06K | 0.00% | New |
| Wells Fargo & Co history | 159.52K | $366.90K | 0.00% | Add |
| Manulife Financial history | 148.06K | $340.54K | 0.00% | Reduce |
| Janus Henderson Group history | 137.26K | $313.64K | 0.00% | Hold |
| Citigroup Inc history | 129.06K | $296.84K | 0.00% | Reduce |
| Balyasny Asset Management history | 87.11K | $200.35K | 0.00% | Add |
| Prudential Financial history | 40.88K | $94.02K | 0.00% | Add |
| Principal Global Investors history | 21.95K | $50.49K | 0.00% | Reduce |
| CPP Investments history | 13.30K | $30.59K | 0.00% | Reduce |
| PNC Financial Services history | 1.11K | $2.55K | 0.00% | Reduce |
| T. Rowe Price Associates history | 342.81K | $790 | 0.00% | Reduce |
Q1 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Capital World Investors history | 53.41M | $231.25M | 0.04% | Add |
| Morgan Stanley history | 52.03M | $225.31M | 0.02% | Reduce |
| Vanguard Group history | 30.29M | $131.14M | 0.00% | Reduce |
| BlackRock Inc history | 24.74M | $107.11M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 19.10M | $82.69M | 0.01% | Add |
| Wellington Management Group history | 14.99M | $64.89M | 0.01% | Reduce |
| Citadel Advisors history | 8.39M | $36.32M | 0.01% | Add |
| Geode Capital Management history | 6.98M | $30.22M | 0.00% | Add |
| Goldman Sachs Group history | 5.06M | $21.91M | 0.00% | Add |
| Charles Schwab Investment Management history | 4.94M | $21.39M | 0.00% | Add |
| Bank of America Corp history | 3.61M | $15.63M | 0.00% | Add |
| Millennium Management history | 3.57M | $15.45M | 0.01% | Reduce |
| Northern Trust Corp history | 2.84M | $12.32M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 1.63M | $7.08M | 0.00% | Add |
| UBS Group AG history | 1.51M | $6.52M | 0.00% | Add |
| Amundi US history | 1.48M | $5.94M | 0.00% | Add |
| Renaissance Technologies history | 1.29M | $5.59M | 0.01% | Add |
| Deutsche Bank AG history | 1.19M | $5.13M | 0.00% | Reduce |
| Invesco Ltd history | 1.15M | $4.99M | 0.00% | Add |
| D. E. Shaw & Co history | 988.61K | $4.28M | 0.00% | Add |
| BNY Mellon history | 807.76K | $3.50M | 0.00% | Add |
| AQR Capital Management history | 501.44K | $2.17M | 0.00% | Add |
| Legal & General Investment Management America history | 332.33K | $1.44M | 0.00% | Reduce |
| Citigroup Inc history | 243.40K | $1.05M | 0.00% | Reduce |
| Manulife Financial history | 150.51K | $651.72K | 0.00% | Add |
| Wells Fargo & Co history | 147.70K | $639.54K | 0.00% | Add |
| Janus Henderson Group history | 137.26K | $615.61K | 0.00% | Hold |
| Two Sigma Investments history | 80.49K | $348.50K | 0.00% | Reduce |
| CPP Investments history | 53.60K | $232.09K | 0.00% | Reduce |
| Marshall Wace history | 40.22K | $174.13K | 0.00% | New |
| Balyasny Asset Management history | 39.17K | $169.59K | 0.00% | New |
| Principal Global Investors history | 24.63K | $106.63K | 0.00% | Reduce |
| Prudential Financial history | 23.95K | $103.71K | 0.00% | Add |
| PNC Financial Services history | 1.76K | $7.62K | 0.00% | Add |
| T. Rowe Price Associates history | 349.90K | $1.52K | 0.00% | Add |
New Positions (Q2 2026)
- Marshall Wace 468.29K sh · $50.19M
- Bank of America Corp 81.63K sh · $8.75M
- Amundi US 70.95K sh · $7.60M
- Franklin Resources 42.10K sh · $4.51M
- Point72 Asset Management 40.17K sh · $4.31M
- Millennium Management 33.82K sh · $3.62M
- Balyasny Asset Management 26.02K sh · $2.79M
- JPMorgan Chase & Co 14.86K sh · $1.71M
- Prudential Financial 15.00K sh · $1.61M
- MFS Investment Management 14.91K sh · $1.60M
- Manulife Financial 3.32K sh · $355.41K
- T. Rowe Price Associates 11.61K sh · $1.25K
Fully Exited (vs previous quarter)
- Lazard Asset Management sold 30.04K sh · $237.62K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 2.01M | 2.10M | 53.88M | 59.38M | 57.23M | 52.03M | 56.24M | 56.23M | 56.41M | 54.60M | 44.74M | 44.82M | 41.15M | 36.62M | 38.44M | 41.07M | 43.10M | 44.37M | 42.89M | 7.83M |
| BlackRock Inc | 1.15M | 873.16K | 22.62M | 24.20M | 24.77M | 24.74M | 23.82M | 23.86M | — | — | — | — | — | — | — | — | — | — | — | — |
| AQR Capital Management | 692.54K | 974.90K | 10.21M | 705.93K | 702.13K | 501.44K | 146.07K | 68.89K | 1.36M | 39.45K | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 686.79K | 1.06M | 20.06M | 6.77M | 5.64M | 5.06M | 4.75M | 5.77M | 1.36M | 655.75K | 539.72K | 328.61K | 417.32K | 332.84K | 625.98K | 701.20K | 609.80K | 525.98K | 607.11K | 21.62K |
| Marshall Wace | 468.29K | — | 139.84K | — | 1.48M | 40.22K | — | 17.38K | — | 227.98K | — | — | — | — | — | — | — | — | — | — |
| D. E. Shaw & Co | 390.15K | 742.22K | 20.31M | 9.99M | 1.43M | 988.61K | 537.69K | 547.77K | 327.87K | 93.20K | 76.40K | — | — | — | — | 30.43K | — | — | — | 350.97K |
| Charles Schwab Investment Management | 348.96K | 364.50K | 8.02M | 6.13M | 4.97M | 4.94M | 4.54M | 3.04M | 3.21M | 2.21M | 1.85M | 1.80M | 1.73M | 1.17M | 1.16M | 1.11M | 288.46K | 274.95K | 267.38K | 248.54K |
| Geode Capital Management | 314.17K | 266.11K | 7.18M | 7.14M | 7.16M | 6.98M | 6.93M | 6.89M | 6.81M | 4.65M | 4.49M | 4.30M | 4.01M | 2.55M | 2.47M | 2.33M | 1.05M | 992.71K | 936.16K | 616.81K |
| Citadel Advisors | 184.57K | 10.56K | 1.46M | 4.35M | 4.40M | 8.39M | 5.53M | 2.78M | 1.85M | 276.38K | 1.04M | 162.00K | 412.15K | 263.05K | 221.15K | 196.56K | 97.10K | 162.42K | 40.10K | 254.87K |
| Renaissance Technologies | 152.21K | 149.04K | 2.37M | 1.46M | 850.00K | 1.29M | 463.30K | 181.60K | — | 284.80K | 87.50K | 497.80K | 1.68M | 35.60K | 324.50K | — | 150.30K | — | 11.60K | — |
| Invesco Ltd | 133.14K | 40.54K | 1.00M | 768.32K | 688.18K | 1.15M | 401.75K | 400.81K | 635.70K | 496.17K | 252.45K | 330.72K | 225.89K | 324.12K | 151.32K | 129.12K | 134.17K | 112.55K | 112.55K | 58.72K |
| Two Sigma Investments | 125.71K | 99.35K | 1.11M | — | 241.89K | 80.49K | 857.87K | 494.01K | 506.08K | 188.28K | — | — | — | — | — | — | — | — | — | — |
| Northern Trust Corp | 103.43K | 96.10K | 2.29M | 2.65M | 2.71M | 2.84M | 2.96M | 2.62M | 1.41M | 1.27M | 1.31M | 1.33M | 1.29M | 917.26K | 885.64K | 875.01K | 563.99K | 411.96K | 394.02K | 212.69K |
| Bank of America Corp | 81.63K | — | 283.24K | 5.41M | 3.83M | 3.61M | 3.30M | 5.03M | 4.81M | 4.06M | 1.28M | 1.55M | 1.76M | 1.40M | 981.86K | 1.16M | 1.22M | 1.17M | 1.17M | 18.40K |
| Amundi US | 70.95K | — | 1.97M | — | 1.80M | 1.48M | 995.29K | 966.82K | 852 | 737.65K | 1.16M | 1.03M | 644.43K | 1.07M | 1.01M | 714.03K | 1.06M | 734.16K | 640.47K | 35.67K |
| UBS Group AG | 51.08K | 58.12K | 3.40M | 968.23K | 1.34M | 1.51M | 1.32M | 640.66K | 654.44K | 893.42K | 55.08K | 331.08K | 482.58K | 282.99K | 254.39K | 36.10K | 49.06K | 62.36K | 46.73K | 33.92K |
| Franklin Resources | 42.10K | — | — | — | 206.55K | — | — | — | — | — | — | 10.04K | — | 8.46K | — | — | — | — | — | — |
| Point72 Asset Management | 40.17K | — | — | 368.26K | 331.63K | — | 404.30K | — | — | — | 2.20M | 406.77K | 881 | 1.50K | — | 425.84K | — | — | — | — |
| BNY Mellon | 35.34K | 32.26K | 836.61K | 851.37K | 824.73K | 807.76K | 774.80K | 851.95K | 1.11M | 934.04K | 1.05M | 1.05M | 983.69K | 704.64K | 671.65K | 683.46K | 478.23K | 390.67K | 390.29K | 174.86K |
| Millennium Management | 33.82K | — | 451.27K | 3.00M | 788.27K | 3.57M | 7.21M | 2.51M | 3.51M | 1.41M | 2.04M | 407.98K | 551.14K | 772.62K | — | 814.82K | 364.94K | 154.95K | 135.00K | 145.33K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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