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AGL — AGILON HEALTH INC

Reported value held$836.24M
Funds holding (latest)44
SectorHealth Care
Funds holding (Q2 2026)33
Institutional value$776.02M · 7.25M sh
New / Add / Cut / Exit12 / 13 / 7 / 1
Top-5 / Top-10 concentration69.1% / 88.3%
Institutional holdings change Accumulating +4.3% (+301.17K sh)
Institutional value change Up +1311.7%

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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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

FundSharesValuePortfolio WeightChange
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

View all 44 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 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

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