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 229 institutions that hold shares in the stock, with a total of 360 Million shares, which have been reported (via 13F filing form) to have a value of $320 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
202
shares
|
$258
0.0% of portfolio
|
Q2 2025
Reduced 34.84%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
172
shares
|
$220
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
104
shares
|
$133
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
96
shares
|
$122
0.0% of portfolio
|
Q2 2025
Reduced 73.63%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
68
shares
|
$87
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
59
shares
|
$75
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
41
shares
|
$52
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
40
shares
|
$51
0.0% of portfolio
|
Q2 2025
Reduced 94.76%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
30
shares
|
$38
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
21
shares
|
$26
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
8
shares
|
$10
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
4
shares
|
$5
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
2
shares
|
$2
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
1
shares
|
$1
0.0% of portfolio
|
Q1 2025
Reduced 99.93%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|