Institutional Ownership Evolent Health, Inc. (EVH)
This table provides information about the institutional ownership of Evolent Health, Inc. (EVH). We have compiled data on the 261 institutions that hold shares in the stock, with a total of 124 Million shares, which have been reported (via 13F filing form) to have a value of $1.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,203
shares
|
$11,753
0.0% of portfolio
|
Q1 2025
Added 143.52%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,201
shares
|
$11,733
0.0% of portfolio
|
Q1 2025
Added 128.76%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,000
shares
|
$9,770
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
895
shares
|
$8,744
0.01% of portfolio
|
Q1 2025
Added 10.77%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
728
shares
|
$7,112
0.0% of portfolio
|
Q2 2025
Reduced 27.05%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
601
shares
|
$5,871
0.0% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
578
shares
|
$5,647
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
505
shares
|
$4,933
0.0% of portfolio
|
Q2 2025
Added 547.44%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
491
shares
|
$4,797
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
426
shares
|
$4,162
0.0% of portfolio
|
Q1 2025
Reduced 36.13%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
419
shares
|
$4,093
0.0% of portfolio
|
Q4 2024
Reduced 20.19%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
318
shares
|
$3,106
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
303
shares
|
$2,960
0.0% of portfolio
|
Q1 2025
Reduced 26.99%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
302
shares
|
$2,950
0.0% of portfolio
|
Q1 2025
Reduced 93.91%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
300
shares
|
$2,931
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
258
shares
|
$2,520
0.0% of portfolio
|
Q1 2025
Added 47.43%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
245
shares
|
$2,393
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
176
shares
|
$1,719
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
160
shares
|
$1,563
0.0% of portfolio
|
Q1 2025
Added 60.0%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
141
shares
|
$1,377
0.0% of portfolio
|
Q1 2025
Reduced 49.82%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
130
shares
|
$1,270
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
100
shares
|
$977
0.0% of portfolio
|
Q1 2025
Reduced 98.31%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
100
shares
|
$977
0.0% of portfolio
|
Q1 2024
Reduced 25.37%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
80
shares
|
$781
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
74
shares
|
$722
0.0% of portfolio
|
Q1 2025
New holding
|