| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 12% | $192,768,956 | 50,200,249 | Morgan Stanley | 31 Mar 2025 | |||
| North Peak Capital Management, LLC | 9.5% | +86% | $40,594,316 | +$18,411,536 | 39,411,957 | +83% | North Peak Capital Management, LLC | 30 Sep 2025 |
| VANGUARD GROUP INC | 5.9% | $25,021,381 | 24,292,603 | The Vanguard Group | 30 Sep 2025 | |||
| FMR LLC | 3.7% | -63% | $15,838,857 | -$24,084,688 | 15,377,531 | -60% | FMR LLC | 30 Sep 2025 |
| WELLINGTON MANAGEMENT GROUP LLP | 3.6% | -47% | $57,549,684 | -$51,420,591 | 14,986,897 | -47% | Wellington Management Group LLP | 31 Mar 2025 |
| Capital World Investors | 2.6% | -76% | $9,333,531 | -$29,857,186 | 10,852,943 | -76% | Capital World Investors | 29 Aug 2025 |
| Capital International Investors | 2.4% | -60% | $22,060,815 | -$27,739,262 | 9,892,742 | -56% | Capital International Investors | 30 Jun 2025 |
As of 30 Sep 2025, 187 institutional investors reported holding 381,662,119 shares of agilon health, inc. - Common stock, par value $0.01 (AGL). This represents 92% of the company’s total 414,862,705 outstanding shares.
The largest institutional shareholders of agilon health, inc. - Common stock, par value $0.01 (AGL) together control 87% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Clayton, Dubilier & Rice, LLC | 24% | 100,000,000 | 0% | 15% | $103,000,000 |
| MORGAN STANLEY | 14% | 59,384,795 | +3.8% | 0% | $61,166,339 |
| North Peak Capital Management, LLC | 8.3% | 34,424,477 | 4% | $35,457,211 | |
| VANGUARD GROUP INC | 5.9% | 24,292,603 | -20% | 0% | $25,021,381 |
| BlackRock, Inc. | 5.8% | 24,197,634 | -2.3% | 0% | $24,923,563 |
| FMR LLC | 3.8% | 15,645,831 | -60% | 0% | $16,115,206 |
| CenterBook Partners LP | 2.8% | 11,428,027 | +492% | 0.58% | $11,770,868 |
| D. E. Shaw & Co., Inc. | 2.4% | 9,993,871 | +601% | 0.01% | $10,293,687 |
| Capital World Investors | 2% | 8,364,227 | -82% | 0% | $8,615,154 |
| Capital International Investors | 2% | 8,232,209 | -17% | 0% | $8,479,175 |
| STATE STREET CORP | 1.9% | 7,707,516 | +0.08% | 0% | $7,938,741 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.7% | 7,142,423 | -0.2% | 0% | $7,357,677 |
| Rock Springs Capital Management LP | 1.7% | 6,966,300 | +6.3% | 0.42% | $7,175,289 |
| GOLDMAN SACHS GROUP INC | 1.6% | 6,771,284 | +20% | 0% | $6,974,422 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.5% | 6,125,568 | +23% | 0% | $6,309,335 |
| BANK OF AMERICA CORP /DE/ | 1.3% | 5,414,614 | +41% | 0% | $5,577,052 |
| CITADEL ADVISORS LLC | 0.93% | 3,856,211 | +4% | 0% | $3,971,897 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.75% | 3,099,850 | +69% | 0.01% | $3,192,845 |
| Nuveen, LLC | 0.74% | 3,065,008 | +8.8% | 0% | $3,156,958 |
| MILLENNIUM MANAGEMENT LLC | 0.72% | 2,998,838 | +280% | 0% | $3,088,803 |
| Voleon Capital Management LP | 0.66% | 2,741,039 | +5519% | 0.07% | $2,823,270 |
| NORTHERN TRUST CORP | 0.64% | 2,649,258 | -2.2% | 0% | $2,728,736 |
| JPMORGAN CHASE & CO | 0.51% | 2,105,297 | +209% | 0% | $2,168,456 |
| JANE STREET GROUP, LLC | 0.45% | 1,860,037 | +6184% | 0% | $1,915,838 |
| RENAISSANCE TECHNOLOGIES LLC | 0.35% | 1,459,600 | +72% | 0% | $1,503,388 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 888,097 | $655,783 | +$299,688 | $0.69 | 19 |
| 2025 Q3 | 381,662,119 | $393,142,577 | -$40,920,475 | $1.03 | 187 |
| 2025 Q2 | 399,328,682 | $918,636,706 | -$2,996,581 | $2.30 | 204 |
| 2025 Q1 | 399,826,350 | $1,730,807,498 | -$76,575,360 | $4.33 | 198 |
| 2024 Q4 | 416,234,592 | $791,149,797 | -$48,593,665 | $1.90 | 183 |
| 2024 Q3 | 430,599,052 | $1,691,470,202 | -$113,061,378 | $3.93 | 208 |
| 2024 Q2 | 455,653,328 | $2,979,967,947 | +$79,546,138 | $6.54 | 201 |
| 2024 Q1 | 443,787,505 | $2,706,552,672 | -$123,526,322 | $6.10 | 196 |
| 2023 Q4 | 448,445,736 | $5,627,999,290 | -$86,646,980 | $12.55 | 191 |
| 2023 Q3 | 453,084,974 | $8,047,230,241 | +$191,740,226 | $17.76 | 182 |
| 2023 Q2 | 441,924,134 | $7,662,666,468 | -$98,821,035 | $17.34 | 185 |
| 2023 Q1 | 447,304,552 | $10,625,730,982 | +$380,606,408 | $23.75 | 201 |
| 2022 Q4 | 431,582,727 | $6,968,757,708 | +$108,690,436 | $16.14 | 168 |
| 2022 Q3 | 423,431,419 | $9,916,406,555 | +$176,516,049 | $23.42 | 171 |
| 2022 Q2 | 413,012,885 | $9,021,247,394 | +$291,140,328 | $21.83 | 142 |
| 2022 Q1 | 399,667,807 | $10,129,841,658 | +$205,624,833 | $25.35 | 117 |
| 2021 Q4 | 390,547,332 | $10,544,871,738 | +$1,563,624,581 | $27.00 | 125 |
| 2021 Q3 | 332,148,873 | $8,681,146,469 | +$10,635,889 | $26.21 | 99 |
| 2021 Q2 | 330,692,941 | $13,244,783,310 | +$13,244,729,185 | $40.57 | 92 |