Institutional Ownership Agilon Health, Inc. (AGL)
This table provides information about the institutional ownership of Agilon Health, Inc. (AGL). We have compiled data on the 221 institutions that hold shares in the stock, with a total of 380 Million shares, which have been reported (via 13F filing form) to have a value of $871 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,743
shares
|
$3,991
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
1,583
shares
|
$3,625
0.0% of portfolio
|
Q1 2025
Added 148.51%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
874
shares
|
$2,001
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
850
shares
|
$1,946
0.0% of portfolio
|
Q1 2025
Added 441.4%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
764
shares
|
$1,749
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
640
shares
|
$1,465
0.0% of portfolio
|
Q1 2025
Added 166.67%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
629
shares
|
$1,440
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
627
shares
|
$1,435
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
473
shares
|
$1,083
0.0% of portfolio
|
Q1 2025
Added 245.26%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
455
shares
|
$1,041
0.0% of portfolio
|
Q1 2025
Added 16.07%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
364
shares
|
$833
0.0% of portfolio
|
Q1 2025
Reduced 94.59%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
318
shares
|
$728
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
310
shares
|
$709
0.0% of portfolio
|
Q4 2024
Reduced 13.55%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
290
shares
|
$664
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
260
shares
|
$595
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
217
shares
|
$496
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
207
shares
|
$474
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
200
shares
|
$458
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
85
shares
|
$194
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
68
shares
|
$155
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
59
shares
|
$135
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
53
shares
|
$121
0.0% of portfolio
|
Q1 2025
Reduced 69.01%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
51
shares
|
$116
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
30
shares
|
$68
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
21
shares
|
$48
0.0% of portfolio
|
Q2 2025
New holding
|