AGL Institutional Ownership & Shareholders
AGILON HEALTH INC (AGL) is currently held by 187 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.72B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Clayton, Dubilier & Rice, Llc is currently the largest disclosed institutional shareholder of AGL tracked by InsiderSet, reporting ownership valued at approximately $428.72M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $346.52M, representing an estimated loss of -19.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed AGL value among the investors covered in this analysis. Major shareholders include Clayton, Dubilier & Rice, Llc, Morgan Stanley, North Peak Capital Management, Llc, and several other long-term asset managers with concentrated positions in AGILON HEALTH INC (AGL).
This page ranks the largest institutional AGL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
187
Total Reported Value
$1.72B
Largest Holder
Clayton, Dubilier & Rice, Llc
Largest Position
$428.72M
Insider Transactions (90d)
2
Latest Filing Quarter
Q2 2026
New Institutional Positions
94
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Clayton, Dubilier & Rice, Llc | 47.90% | 4,000,000 | $428,720,000 | $346,520,000 | -$82,200,000 | -19.17% | |
| Morgan Stanley | 0.01% | 2,011,196 | $215,560,086 | $174,229,909 | -$41,330,177 | -19.17% | |
| North Peak Capital Management, Llc | 17.69% | 1,485,066 | $159,169,374 | $128,651,268 | -$30,518,106 | -19.17% | |
| Blackrock, Inc. | 0.00% | 1,146,520 | $122,884,014 | $99,323,028 | -$23,560,986 | -19.17% | |
| Aqr Capital Management Llc | 0.03% | 692,541 | $74,226,574 | $59,994,827 | -$14,231,747 | -19.17% | |
| Goldman Sachs Group Inc | 0.01% | 686,792 | $73,610,338 | $59,496,791 | -$14,113,547 | -19.17% | |
| Vanguard Capital Management Llc | 0.00% | 525,328 | $56,304,655 | $45,509,165 | -$10,795,490 | -19.17% | |
| Marshall Wace, Llp | 0.04% | 468,293 | $50,191,644 | $40,568,223 | -$9,623,421 | -19.17% | |
| Durable Capital Partners | Henry Ellenbogen | 0.46% | 440,642 | $47,228,010 | $38,172,816 | -$9,055,194 | -19.17% |
| D. E. Shaw & Co., Inc. | 0.03% | 390,149 | $41,816,170 | $33,798,608 | -$8,017,562 | -19.17% | |
| Charles Schwab Investment Management Inc | 0.00% | 348,960 | $37,401,533 | $30,230,405 | -$7,171,128 | -19.17% | |
| Geode Capital Management, Llc | 0.00% | 314,165 | $33,680,139 | $27,216,114 | -$6,464,025 | -19.19% | |
| State Street Corp | 0.00% | 280,126 | $30,023,905 | $24,267,315 | -$5,756,590 | -19.17% | |
| Jane Street Group, Llc | 0.02% | 273,393 | $29,302,262 | $23,684,036 | -$5,618,226 | -19.17% | |
| Rock Springs Capital Management Lp | 1.37% | 262,600 | $28,145,468 | $22,749,038 | -$5,396,430 | -19.17% | |
| Nuveen, Llc | 0.01% | 229,071 | $24,551,831 | $19,844,421 | -$4,707,410 | -19.17% | |
| Renaissance Technologies LLC | Jim Simons | 0.02% | 152,214 | $16,314,297 | $13,186,299 | -$3,127,998 | -19.17% |
| Invesco Ltd. | 0.00% | 133,144 | $14,270,373 | $11,534,265 | -$2,736,108 | -19.17% | |
| Vanguard Portfolio Management Llc | 0.00% | 128,328 | $13,754,195 | $11,117,055 | -$2,637,140 | -19.17% | |
| Two Sigma Investments, Lp | 0.01% | 125,713 | $13,473,919 | $10,890,517 | -$2,583,402 | -19.17% | |
| Rubicon Founders Llc | 5.75% | 105,341 | $11,290,448 | $9,125,691 | -$2,164,757 | -19.17% | |
| Northern Trust Corp | 0.00% | 103,432 | $11,085,841 | $8,960,314 | -$2,125,527 | -19.17% | |
| Vanguard Fiduciary Trust Co | 0.00% | 88,305 | $9,464,530 | $7,649,862 | -$1,814,668 | -19.17% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 107,721 | $9,126,123 | $9,331,870 | +$205,747 | +2.25% | |
| Bank Of America Corp | 0.00% | 81,626 | $8,748,674 | $7,071,260 | -$1,677,414 | -19.17% | |
| Acadian Asset Management Llc | 0.01% | 79,423 | $8,505,000 | $6,880,414 | -$1,624,586 | -19.10% | |
| Josh Arnold Investment Consultant, Llc | 4.92% | 73,000 | $7,824,140 | $6,323,990 | -$1,500,150 | -19.17% | |
| Trexquant Investment Lp | 0.05% | 69,255 | $7,422,751 | $5,999,561 | -$1,423,190 | -19.17% | |
| Ieq Capital, Llc | 0.03% | 60,530 | $6,487,605 | $5,243,714 | -$1,243,891 | -19.17% | |
| Citadel Advisors Llc | 0.00% | 56,045 | $6,006,903 | $4,855,178 | -$1,151,725 | -19.17% | |
| Ubs Group Ag | 0.00% | 51,084 | $5,475,183 | $4,425,407 | -$1,049,776 | -19.17% | |
| Longaeva Partners L.P. | 0.15% | 49,741 | $5,331,240 | $4,309,063 | -$1,022,177 | -19.17% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | 42,875 | $4,595,343 | $3,714,261 | -$881,082 | -19.17% | |
| Eversept Partners, Lp | 0.22% | 37,792 | $4,050,547 | $3,273,921 | -$776,626 | -19.17% | |
| Bank Of New York Mellon Corp | 0.00% | 35,336 | $3,787,312 | $3,061,158 | -$726,154 | -19.17% | |
| Tudor Investment Corp Et Al | 0.02% | 35,336 | $3,787,312 | $3,061,158 | -$726,154 | -19.17% | |
| Millennium Management Llc | 0.00% | 33,817 | $3,624,506 | $2,929,567 | -$694,939 | -19.17% | |
| Point72 Asset Management, L.P. | 0.01% | 32,669 | $3,501,463 | $2,830,115 | -$671,348 | -19.17% | |
| Jacobs Levy Equity Management, Inc | 0.01% | 31,643 | $3,391,497 | $2,741,233 | -$650,264 | -19.17% | |
| Gsa Capital Partners Llp | 0.20% | 29,703 | $3,184,000 | $2,573,171 | -$610,829 | -19.18% | |
| Balyasny Asset Management L.P. | 0.01% | 26,022 | $2,789,038 | $2,254,286 | -$534,752 | -19.17% | |
| Cerity Partners Llc | 0.00% | 24,972 | $2,676,500 | $2,163,324 | -$513,176 | -19.17% | |
| Voloridge Investment Management, Llc | 0.01% | 24,243 | $2,598,365 | $2,100,171 | -$498,194 | -19.17% | |
| Mariner, Llc | 0.00% | 21,503 | $2,305,943 | $1,862,805 | -$443,138 | -19.22% | |
| Jump Financial, Llc | 0.02% | 19,176 | $2,055,283 | $1,661,217 | -$394,066 | -19.17% | |
| Harvest Investment Services, Llc | 0.31% | 18,585 | $1,991,940 | $1,610,019 | -$381,921 | -19.17% | |
| Susquehanna Portfolio Strategies, Llc | 0.03% | 17,406 | $1,865,575 | $1,507,882 | -$357,693 | -19.17% | |
| Jpmorgan Chase & Co | 0.00% | 14,860 | $1,711,129 | $1,287,322 | -$423,807 | -24.77% | |
| Rhumbline Advisers | 0.00% | 15,812 | $1,694,719 | $1,369,794 | -$324,925 | -19.17% | |
| Walleye Capital Llc | 0.01% | 15,440 | $1,654,859 | $1,337,567 | -$317,292 | -19.17% |
Frequently asked questions about AGL
Who are the largest institutional holders of AGL?
The largest institutional holders of AGL reported in the latest SEC Form 13F filings include Clayton, Dubilier & Rice, Llc, Morgan Stanley, North Peak Capital Management, Llc, Blackrock, Inc., and Aqr Capital Management Llc. InsiderSet ranks institutional holders by their latest reported AGL position.
What is AGL institutional ownership?
This page tracks AGL positions reported by institutional investment managers through SEC Form 13F. AGILON HEALTH INC (AGL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AGL?
InsiderSet currently tracks 187 institutional managers reporting AGL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AGL shareholders.
How much AGL stock do institutions own?
Institutional investment managers disclosed approximately $1.72B in AGL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AGL institutional ownership last updated?
The latest AGL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AGL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AGL position after the reporting date.
Are institutions buying or selling AGL?
Institutional buying and selling can be analyzed by comparing AGL positions across consecutive 13F reporting periods. InsiderSet's AGL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AGL ownership changes.
How has AGL institutional ownership changed over time?
InsiderSet tracks AGL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.