agilon health, inc. (AGL) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

416,560,811Shares Outstanding

110,660,201Shares held by institutions

$38,731,070Value of institutional holdings

88.68%Institutional ownership %

0.84%Shares Changed QoQ

181No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

agilon health, inc. (NYSE:AGL) currently has 181 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

Institutional ownership in Agilon Health edged down to 88.7% in December 2025, compared to 91.5% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 0.84%, with a year-over-year a decrease of 2.69% in the count of filers.
The latest 13F cycle for Agilon Health reveals that of 181 total investors, 98 funds grew their exposure, whereas 56 reduced theirs and 27 made no changes.
Collectively, institutional investors increased their stake in Agilon Health to 369.41Mn shares as of December 2025, a change that is up by 3.09Mn shares quarter on quarter and down 48.43Mn shares year over year.
With 100.00Mn shares, Clayton, Dubilier & Rice, LLC commands the largest institutional position in Agilon Health as of December 31, 2025, equating to 24.01% of the company.
Among the most significant buyers of Agilon Health during December 2025 were GOLDMAN SACHS GROUP INC (13.28Mn), D. E. Shaw & Co., Inc. (10.32Mn), AQR CAPITAL MANAGEMENT LLC (9.51Mn), North Peak Capital Management, LLC (3.72Mn), UBS Group AG (2.43Mn).
Leading sellers of Agilon Health stock in December 2025 included FMR LLC (12.76Mn), VANGUARD GROUP INC (5.97Mn), MORGAN STANLEY (5.51Mn), BANK OF AMERICA CORP /DE/ (5.13Mn), CenterBook Partners LP (4.41Mn).
The top 10 institutional holders of Agilon Health for the quarter ending December 2025 included Clayton, Dubilier & Rice, LLC (100.00Mn), MORGAN STANLEY (53.88Mn), North Peak Capital Management, LLC (38.14Mn), BlackRock, Inc. (22.62Mn), D. E. Shaw & Co., Inc. (20.31Mn), GOLDMAN SACHS GROUP INC (20.06Mn), VANGUARD GROUP INC (18.32Mn), AQR CAPITAL MANAGEMENT LLC (10.21Mn), Capital World Investors (8.36Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (8.02Mn).

181 Institutional Holders

110,660,201 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Clayton, Dubilier & Rice, LLC	31 Dec, 2025	100,000,000	0	0.00%	$69,000,000.00
MORGAN STANLEY	31 Dec, 2025	53,877,223	-5,507,572	-9.27%	$37,105,242.00
North Peak Capital Management, LLC	31 Dec, 2025	38,139,937	3,715,460	10.79%	$26,266,975.00
BlackRock, Inc.	31 Dec, 2025	22,615,061	-1,582,573	-6.54%	$15,574,993.00
D. E. Shaw & Co., Inc.	31 Dec, 2025	20,311,334	10,317,463	103.24%	$13,988,415.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	20,055,214	13,283,930	196.18%	$13,812,025.00
VANGUARD GROUP INC	31 Dec, 2025	18,321,808	-5,970,795	-24.58%	$12,623,725.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	10,211,767	9,505,837	1,346.57%	$7,032,843.00
Capital World Investors	31 Dec, 2025	8,364,227	0	0.00%	$5,760,443.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	8,019,002	1,893,434	30.91%	$5,522,687.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	7,177,477	35,054	0.49%	$4,944,078.00
CenterBook Partners LP	31 Dec, 2025	7,021,522	-4,406,505	-38.56%	$4,835,722.00
Rock Springs Capital Management LP	31 Dec, 2025	6,500,000	-466,300	-6.69%	$4,476,550.00
STATE STREET CORP	31 Dec, 2025	6,318,625	-1,388,891	-18.02%	$4,351,637.00
JACOBS LEVY EQUITY MANAGEMENT, INC	31 Dec, 2025	4,037,979	938,129	30.26%	$2,780,956.00
UBS Group AG	31 Dec, 2025	3,395,366	2,427,136	250.68%	$2,339,407.00
FMR LLC	31 Dec, 2025	2,882,933	-12,762,898	-81.57%	$1,985,476.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	2,371,037	911,437	62.44%	$1,632,933.00
NORTHERN TRUST CORP	31 Dec, 2025	2,286,186	-363,072	-13.70%	$1,574,496.00
GSA CAPITAL PARTNERS LLP	31 Dec, 2025	2,044,795	2,044,795	0.00%	$1,408.00

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