Evolent Health EVH Institutional Ownership

NYSE EVH

$4.32 +0.05 (+1.17%)

At close: Sep 4, 2026 · 4:00 PM EDT

Institutions by Trading Activity

198 Institutions

Increased 104 52.5%

Unchanged 29 14.6%

Reduced 65 32.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

101.67%

▲+2.93 pp QoQ

Shares Held by Institutions

114.42Mn

of 112.54Mn outstanding

▲+13.13% QoQ

Shares Outstanding

112.54Mn

-1.88Mn held outside 13F filers

Institutional Investors

198

filed 13F for Jun 2026

▲+7 vs prior quarter

Net Shares Added (QoQ)

+13.28Mn

accumulated since last quarter

Value of Holdings

$494.28Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Evolent Health, Inc. (NYSE:EVH) has 198 institutional investors that have filed 13F reports for the period ending June 2026.

Their combined ownership stood at 101.7% of outstanding shares in June 2026, up from 98.7% in March 2026.
Their total shares held in EVH increased 13.13% from the prior quarter, while the number of investors in Evolent Health decreased 9.59% year over year.
Activity in EVH broke down as 104 buyers, 65 sellers, and 29 unchanged among 198 total holders.
Institutional investors collectively held 114.42Mn shares in Evolent Health as of June 2026, up by 13.28Mn shares quarter on quarter, and down 11.52Mn shares year over year.
BlackRock, Inc. leads ownership in EVH with 14.81Mn shares as of June 30, 2026, equal to 13.16% of outstanding shares.
Leading buyers of Evolent Health shares for the quarter ending June 2026 were BlackRock, Inc. (3.93Mn), Nuveen, LLC (2.87Mn), MARSHALL WACE, LLP (2.63Mn), Sixth Street Partners Management Company, L.P. (2.13Mn), HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND (1.28Mn).
The biggest sellers of Evolent Health for the quarter ending June 2026 included UBS Group AG (1.91Mn), Tejara Capital Ltd (1.51Mn), DIMENSIONAL FUND ADVISORS LP (1.03Mn), Goldman Sachs Group Inc (490.75K), Hudson Bay Capital Management LP (403.31K).
Per Business Quant, the top 10 investors in EVH for the quarter ending June 2026 include BlackRock, Inc. (14.81Mn), CADIAN CAPITAL MANAGEMENT, LP (10.81Mn), Morgan Stanley (8.97Mn), UBS Group AG (6.25Mn), Rubicon Founders LLC (5.82Mn), Engaged Capital LLC (5.56Mn), D. E. Shaw & Co., Inc. (5.11Mn), VANGUARD CAPITAL MANAGEMENT LLC (4.79Mn), MARSHALL WACE, LLP (3.41Mn), Nuveen, LLC (3.13Mn).

Form 13F Holdings

198 Institutional Holders

Report period 30 Jun, 2026

Total shares held 114.42Mn

Of outstanding 101.67%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	14,814,851	13.16%	▲3,925,979	+36.05%	$80.30Mn
2	CADIAN CAPITAL MANAGEMENT, LP	0001423686	10,814,473	9.61%	0	0.00%	$58.61Mn
3	Morgan Stanley	0000895421	8,969,012	7.97%	▼112,067	-1.23%	$48.61Mn
4	UBS Group AG	0001610520	6,245,283	5.55%	▼1,905,078	-23.37%	$33.85Mn
5	Rubicon Founders LLC	0002032489	5,816,123	5.17%	0	0.00%	$31.52Mn
6	Engaged Capital LLC	0001559771	5,563,912	4.94%	0	0.00%	$30.16Mn
7	D. E. Shaw & Co., Inc.	0001009207	5,107,561	4.54%	▼326,471	-6.01%	$27.68Mn
8	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	4,787,994	4.25%	▼79,409	-1.63%	$25.95Mn
9	MARSHALL WACE, LLP	0001318757	3,413,245	3.03%	▲2,628,233	+334.80%	$18.50Mn
10	Nuveen, LLC	0001871926	3,132,085	2.78%	▲2,866,943	+1,081.29%	$16.98Mn
11	GEODE CAPITAL MANAGEMENT, LLC	0001214717	2,904,912	2.58%	▲286,487	+10.94%	$15.75Mn
12	Rock Springs Capital Management LP	0001595725	2,500,000	2.22%	▼175,000	-6.54%	$13.55Mn
13	State Street Corp	0000093751	2,460,431	2.19%	▼185,967	-7.03%	$13.34Mn
14	Sixth Street Partners Management Company, L.P.	0001812095	2,131,573	1.89%	▲2,131,573	0.00%	$11.55Mn
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	2,131,573	1.89%	▲182,127	+9.34%	$11.55Mn
15	Goldman Sachs Group Inc	0000886982	1,745,852	1.55%	▼490,754	-21.94%	$9.46Mn
16	Rock Point Advisors, LLC	0001301540	1,719,886	1.53%	▼66,795	-3.74%	$9.32Mn
17	JACOBS LEVY EQUITY MANAGEMENT, INC	0000884414	1,601,638	1.42%	▲991,536	+162.52%	$8.68Mn
18	KENNEDY CAPITAL MANAGEMENT LLC	0000884589	1,567,816	1.39%	▼29,799	-1.87%	$8.50Mn
19	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	1,347,822	1.20%	▲416,944	+44.79%	$7.31Mn

Showing 1 to 20 of 198 holders