Who owns Agilon Health (AGL)
Which tracked institutional funds hold AGL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AGL company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on AGL is one-sided between 2025-Q4 and 2026-Q1: 7 added or opened and 32 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AGL’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AGL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q3 and 2025-Q4, across 197 tracked filers holding AGL, 105 increased or opened the position and 111 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AGL between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- VANGUARD CAPITAL MANAGEMENT LLC$4M
- Eversept Partners, LP$1M
- VANGUARD PORTFOLIO MANAGEMENT LLC$877K
- VANGUARD FIDUCIARY TRUST CO$677K
Full exits 7
- VANGUARD GROUP INC$13M
- Capital World Investors$6M
- CenterBook Partners LP$5M
- Amundi$1M
- CITADEL ADVISORS LLC$854K
- Numerai GP LLC$846K
Largest adds
- DIMENSIONAL FUND ADVISORS LP$1M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$891K
- AQR CAPITAL MANAGEMENT LLC$536K
Largest trims
- Clayton, Dubilier & Rice, LLC$37M
- MORGAN STANLEY$20M
- North Peak Capital Management, LLC$14M
- BlackRock, Inc.$9M
- D. E. Shaw & Co., Inc.$8M
- GOLDMAN SACHS GROUP INC$5M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 1,146,520 | $123M | 22.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 692,541 | $74M | 13.3% | 2026-Q2 |
| MARSHALL WACE, LLP added | 468,293 | $50M | 9.0% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 390,149 | $42M | 7.5% | 2026-Q2 |
| Clayton, Dubilier & Rice, LLC trimmed | 4,000,000 | $32M | 5.7% | 2026-Q1 |
| STATE STREET CORP added | 280,126 | $30M | 5.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,099,451 | $17M | 3.0% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 152,214 | $16M | 2.9% | 2026-Q2 |
| Invesco Ltd. added | 133,144 | $14M | 2.6% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 125,713 | $13M | 2.4% | 2026-Q2 |
| North Peak Capital Management, LLC trimmed | 1,545,537 | $12M | 2.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,062,236 | $8M | 1.5% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 56,045 | $6M | 1.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 538,536 | $4M | 0.8% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 35,336 | $4M | 0.7% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 33,817 | $4M | 0.6% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 32,669 | $4M | 0.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 364,499 | $3M | 0.5% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 26,022 | $3M | 0.5% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 296,552 | $2M | 0.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 266,112 | $2M | 0.4% | 2026-Q1 |
| Rock Springs Capital Management LP trimmed | 260,000 | $2M | 0.4% | 2026-Q1 |
| Rubicon Founders LLC trimmed | 251,695 | $2M | 0.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 221,893 | $2M | 0.3% | 2026-Q1 |
| Eversept Partners, LP new | 176,588 | $1M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 11,606 | $1M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 107,840 | $1M | 0.2% | 2026-Q1 |
| Brevan Howard Capital Management LP trimmed | 8,456 | $906K | 0.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 110,835 | $877K | 0.2% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 96,100 | $760K | 0.1% | 2026-Q1 |
| FMR LLC added | 6,817 | $731K | 0.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO new | 85,603 | $677K | 0.1% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP trimmed | 72,798 | $576K | 0.1% | 2026-Q1 |
| CAXTON ASSOCIATES LLP trimmed | 5,100 | $547K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 68,011 | $538K | 0.1% | 2026-Q1 |
| Inspire Investing, LLC trimmed | 64,082 | $507K | 0.1% | 2026-Q1 |
| MANGROVE PARTNERS IM, LLC new | 4,379 | $469K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 58,120 | $460K | 0.1% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC trimmed | 2,766 | $296K | 0.1% | 2026-Q2 |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 37,896 | $296K | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 32,262 | $255K | 0.0% | 2026-Q1 |
| Nuveen, LLC trimmed | 31,996 | $253K | 0.0% | 2026-Q1 |
| CWM, LLC trimmed | 31,048 | $246K | 0.0% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 30,604 | $242K | 0.0% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC new | 30,040 | $238K | 0.0% | 2026-Q1 |
| Cerity Partners LLC trimmed | 26,120 | $207K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 25,780 | $204K | 0.0% | 2026-Q1 |
| State of Wyoming trimmed | 22,674 | $179K | 0.0% | 2026-Q1 |
| Mariner, LLC trimmed | 23,716 | $179K | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 21,209 | $168K | 0.0% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 20,283 | $160K | 0.0% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 15,113 | $120K | 0.0% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 13,566 | $107K | 0.0% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 13,103 | $104K | 0.0% | 2026-Q1 |
| STRS OHIO trimmed | 12,440 | $98K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 18,321,808 | $13M | 2.3% | 2025-Q4 stale |
| NORGES BANK added | 2,538,154 | $10M | 1.8% | 2025-Q3 stale |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 3,984,764 | $9M | 1.6% | 2025-Q2 stale |
| Capital International Investors trimmed | 8,232,209 | $8M | 1.5% | 2025-Q3 stale |
| Capital World Investors | 8,364,227 | $6M | 1.0% | 2025-Q4 stale |
| ALGERT GLOBAL LLC added | 2,205,599 | $5M | 0.9% | 2025-Q2 stale |
| CenterBook Partners LP trimmed | 7,021,522 | $5M | 0.9% | 2025-Q4 stale |
| Voleon Capital Management LP added | 2,741,039 | $3M | 0.5% | 2025-Q3 stale |
| Cubist Systematic Strategies, LLC added | 750,913 | $2M | 0.3% | 2025-Q2 stale |
| Amundi added | 1,969,309 | $1M | 0.2% | 2025-Q4 stale |
| Avidity Partners Management LP new | 305,100 | $1M | 0.2% | 2025-Q1 stale |
| AMERICAN CENTURY COMPANIES INC added | 488,153 | $1M | 0.2% | 2025-Q2 stale |
| KENNEDY CAPITAL MANAGEMENT LLC new | 482,552 | $1M | 0.2% | 2025-Q2 stale |
| Jefferies Financial Group Inc. added | 476,836 | $1M | 0.2% | 2025-Q2 stale |
| Numerai GP LLC added | 1,228,071 | $846K | 0.2% | 2025-Q4 stale |
| Counterpoint Mutual Funds LLC trimmed | 184,911 | $801K | 0.1% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP added | 1,114,200 | $767K | 0.1% | 2025-Q4 stale |
| Corebridge Financial, Inc. trimmed | 151,134 | $654K | 0.1% | 2025-Q1 stale |
| Swiss National Bank | 590,800 | $609K | 0.1% | 2025-Q3 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND new | 216,400 | $498K | 0.1% | 2025-Q2 stale |
| Caption Management, LLC | 210,000 | $483K | 0.1% | 2025-Q2 stale |
| FRANKLIN RESOURCES INC new | 206,548 | $475K | 0.1% | 2025-Q2 stale |
| HRT FINANCIAL LP new | 565,176 | $389K | 0.1% | 2025-Q4 stale |
| BLAIR WILLIAM & CO/IL added | 156,394 | $360K | 0.1% | 2025-Q2 stale |
| Versor Investments LP new | 139,300 | $320K | 0.1% | 2025-Q2 stale |
| FORA Capital, LLC new | 68,958 | $299K | 0.1% | 2025-Q1 stale |
| Centiva Capital, LP trimmed | 55,914 | $242K | 0.0% | 2025-Q1 stale |
| AMERIPRISE FINANCIAL INC added | 48,534 | $210K | 0.0% | 2025-Q1 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 283,243 | $195K | 0.0% | 2025-Q4 stale |
| TriaGen Wealth Management LLC new | 43,968 | $190K | 0.0% | 2025-Q1 stale |
| Asset Advisors Investment Management, LLC new | 80,092 | $184K | 0.0% | 2025-Q2 stale |
| SG Americas Securities, LLC trimmed | 267,255 | $184K | 0.0% | 2025-Q4 stale |
| NATIXIS | 173,023 | $178K | 0.0% | 2025-Q3 stale |
| Polymer Capital Management (US) LLC added | 39,139 | $169K | 0.0% | 2025-Q1 stale |
| Quadrature Capital Ltd added | 153,887 | $158K | 0.0% | 2025-Q3 stale |
| Simplify Asset Management Inc. added | 218,810 | $151K | 0.0% | 2025-Q4 stale |
| JANUS HENDERSON GROUP PLC | 137,260 | $141K | 0.0% | 2025-Q3 stale |
| Y-Intercept (Hong Kong) Ltd added | 199,782 | $138K | 0.0% | 2025-Q4 stale |
| Atwater Malick LLC added | 197,576 | $136K | 0.0% | 2025-Q4 stale |
| Ballentine Partners, LLC new | 53,627 | $123K | 0.0% | 2025-Q2 stale |
| SUMMIT SECURITIES GROUP LLC new | 47,000 | $108K | 0.0% | 2025-Q2 stale |
| Verition Fund Management LLC trimmed | 155,359 | $107K | 0.0% | 2025-Q4 stale |
| WINTON GROUP Ltd new | 46,140 | $106K | 0.0% | 2025-Q2 stale |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 96,344 | $99K | 0.0% | 2025-Q3 stale |
| Odyssean, LLC new | 139,589 | $96K | 0.0% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.