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-Q2 13F filings (latest filed 2026-09-22). 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 2026-Q1 and 2026-Q2: 101 added or opened and 2 trimmed or exited — on balance accumulating.
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, Clayton, Dubilier & Rice, LLC, sizes it at 47.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 47.9pp 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 2026-Q1 and 2026-Q2, across 176 tracked filers holding AGL, 133 increased or opened the position and 46 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 2026-Q1 and 2026-Q2 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 50
- MARSHALL WACE, LLP$50M
- Durable Capital Partners LP$47M
- BANK OF AMERICA CORP /DE/$9M
- JOSH ARNOLD INVESTMENT CONSULTANT, LLC$8M
- Trexquant Investment LP$7M
- CITADEL ADVISORS LLC$6M
Full exits 1
- GSA CAPITAL PARTNERS LLP$576K
Largest adds
- Clayton, Dubilier & Rice, LLC$397M
- MORGAN STANLEY$199M
- North Peak Capital Management, LLC$147M
- BlackRock, Inc.$116M
- AQR CAPITAL MANAGEMENT LLC$67M
- GOLDMAN SACHS GROUP INC$65M
Largest trims
- DIMENSIONAL FUND ADVISORS LP$980K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Clayton, Dubilier & Rice, LLC | 4,000,000 | $429M | 25.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,011,196 | $216M | 12.7% | 2026-Q2 |
| North Peak Capital Management, LLC trimmed | 1,485,066 | $159M | 9.3% | 2026-Q2 |
| BlackRock, Inc. added | 1,146,520 | $123M | 7.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 692,541 | $74M | 4.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 686,792 | $74M | 4.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 525,328 | $56M | 3.3% | 2026-Q2 |
| MARSHALL WACE, LLP added | 468,293 | $50M | 2.9% | 2026-Q2 |
| Durable Capital Partners LP new | 440,642 | $47M | 2.8% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 390,149 | $42M | 2.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 348,960 | $37M | 2.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 314,165 | $34M | 2.0% | 2026-Q2 |
| STATE STREET CORP added | 280,126 | $30M | 1.8% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 273,393 | $29M | 1.7% | 2026-Q2 |
| Rock Springs Capital Management LP added | 262,600 | $28M | 1.7% | 2026-Q2 |
| Nuveen, LLC added | 229,071 | $25M | 1.4% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 152,214 | $16M | 1.0% | 2026-Q2 |
| Invesco Ltd. added | 133,144 | $14M | 0.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 128,328 | $14M | 0.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 125,713 | $13M | 0.8% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 108,160 | $12M | 0.7% | 2026-Q2 |
| Rubicon Founders LLC trimmed | 105,341 | $11M | 0.7% | 2026-Q2 |
| NORTHERN TRUST CORP added | 103,432 | $11M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 88,305 | $9M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 81,626 | $9M | 0.5% | 2026-Q2 |
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC new | 73,000 | $8M | 0.5% | 2026-Q2 |
| Trexquant Investment LP new | 69,255 | $7M | 0.4% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 60,530 | $6M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 56,045 | $6M | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 51,084 | $5M | 0.3% | 2026-Q2 |
| Longaeva Partners L.P. new | 49,741 | $5M | 0.3% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 42,875 | $5M | 0.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 42,100 | $5M | 0.3% | 2026-Q2 |
| Eversept Partners, LP trimmed | 37,792 | $4M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 35,336 | $4M | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 35,336 | $4M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 33,817 | $4M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 32,669 | $4M | 0.2% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 31,643 | $3M | 0.2% | 2026-Q2 |
| SIERRA SUMMIT ADVISORS LLC new | 31,143 | $3M | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 26,022 | $3M | 0.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 24,972 | $3M | 0.2% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC new | 24,243 | $3M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 21,503 | $2M | 0.1% | 2026-Q2 |
| Jump Financial, LLC added | 19,176 | $2M | 0.1% | 2026-Q2 |
| Harvest Investment Services, LLC new | 18,585 | $2M | 0.1% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC trimmed | 17,406 | $2M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 15,812 | $2M | 0.1% | 2026-Q2 |
| Walleye Capital LLC added | 15,440 | $2M | 0.1% | 2026-Q2 |
| Belvedere Trading LLC trimmed | 15,023 | $2M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 15,003 | $2M | 0.1% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ new | 14,914 | $2M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 14,872 | $2M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 14,860 | $2M | 0.1% | 2026-Q2 |
| Campbell & CO Investment Adviser LLC new | 14,754 | $2M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 13,181 | $1M | 0.1% | 2026-Q2 |
| Tidal Investments LLC added | 13,113 | $1M | 0.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 12,203 | $1M | 0.1% | 2026-Q2 |
| Creative Planning added | 11,884 | $1M | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 11,849 | $1M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 11,805 | $1M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 11,606 | $1M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 11,554 | $1M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 11,055 | $1M | 0.1% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 10,073 | $1M | 0.1% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 9,504 | $1M | 0.1% | 2026-Q2 |
| IMC-Chicago, LLC trimmed | 9,379 | $1M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 8,808 | $944K | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP trimmed | 8,456 | $906K | 0.1% | 2026-Q2 |
| Simplify Asset Management Inc. trimmed | 8,429 | $903K | 0.1% | 2026-Q2 |
| Cambria Investment Management, L.P. new | 8,379 | $898K | 0.1% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. new | 8,254 | $885K | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd trimmed | 8,139 | $872K | 0.1% | 2026-Q2 |
| STRS OHIO trimmed | 8,000 | $857K | 0.1% | 2026-Q2 |
| Atwater Malick LLC trimmed | 7,903 | $847K | 0.0% | 2026-Q2 |
| BARCLAYS PLC added | 7,564 | $811K | 0.0% | 2026-Q2 |
| MetLife Investment Management, LLC trimmed | 7,327 | $785K | 0.0% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 7,045 | $755K | 0.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 6,874 | $737K | 0.0% | 2026-Q2 |
| FMR LLC added | 6,817 | $731K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 6,589 | $706K | 0.0% | 2026-Q2 |
| GREAT LAKES ADVISORS, LLC new | 6,549 | $702K | 0.0% | 2026-Q2 |
| ALGERT GLOBAL LLC trimmed | 6,250 | $670K | 0.0% | 2026-Q2 |
| Inspire Investing, LLC trimmed | 6,136 | $658K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 6,080 | $652K | 0.0% | 2026-Q2 |
| CITIGROUP INC added | 5,935 | $636K | 0.0% | 2026-Q2 |
| Quinn Opportunity Partners LLC new | 5,820 | $624K | 0.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 5,740 | $615K | 0.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 5,710 | $618K | 0.0% | 2026-Q2 |
| Gotham Asset Management, LLC new | 5,667 | $607K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 5,593 | $599K | 0.0% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC new | 5,564 | $596K | 0.0% | 2026-Q2 |
| Olympiad Research LP new | 5,489 | $588K | 0.0% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 5,392 | $578K | 0.0% | 2026-Q2 |
| Centiva Capital, LP trimmed | 5,108 | $547K | 0.0% | 2026-Q2 |
| CAXTON ASSOCIATES LLP trimmed | 5,100 | $547K | 0.0% | 2026-Q2 |
| Rhenman & Partners Asset Management AB new | 5,000 | $536K | 0.0% | 2026-Q2 |
| Focus Partners Wealth trimmed | 4,889 | $524K | 0.0% | 2026-Q2 |
| XTX Topco Ltd trimmed | 4,846 | $519K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 4,824 | $517K | 0.0% | 2026-Q2 |
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.